Omnify Help - What's New in 5.0
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New modules, features, enhancements, and fixes in 5.0
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Omnify Empower 5.0 includes many new modules, features, and bug fixes. This document outlines some of these new features/fixes. For information on any specific customer requests and issues please contact Omnify Support or check the customer Support Portal.

Included in this document:

» Enhancement List - List of some of the main changes/enhancements for Empower 5.0
» Customer Case List - List of specific customer cases addressed in Empower 5.0
Feature Description Tools/Modules Links
General
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Browser-based Desktop Omnify Desktop is now a web-browser based application. No client installation is required.
Supported browsers: Microsoft Internet Explorer, Mozilla Firefox, Google Chrome, Safari
Desktop more
Improved Performance Significant performance improvements have been made for various functions.
Examples: Where Used, Affected Item Rollup, Change/ECO release, Opening Forms
Desktop more
Multiple Language Support XML-based dictionary files allow users to select and create their own language and vernacular Desktop more
Improved Module Integration Desktop provides improved integration with web-browser based modules (such as BOM Routing and HelpDesk) as well as improved integration with 3rd party and email applications, since all Omnify objects can be accessed via URL. All more
Browser-based Reporter Omnify Reporter is now a web-browser based application. No client installation is required.
Supported browsers: Microsoft Internet Explorer, Mozilla Firefox, Google Chrome, Safari
Reporter more
Expanded Setup/Configuration Options Increased configuration options provide quicker setup and minimize custom coding. Server more
Status Weights You can now assign weights to Item and Vendor status codes. Status weight rules can now be assigned to prevent adding BOM child items or assigning vendor items. Desktop more
Bulk Data Importer An Omnify Importer module is now available. The Importer provides bulk data loading and object creation (Items, Revisions, BOMs, Vendor Items, Documents, Attributes, etc.). The Importer can load data from Text and CSV files, OmniBOM, Excel Spreadsheets, and Access and SQL Server databases. Importer more
Expanded Standard Reports New reports have been added to the reporter such as: Affected Item Reports, Status Weights, User Activity Report, Training/User Matrix, and Audit Reports. Reporter more
Graphical Report Engine Standard reports and reporting engine are provided to easily create bar graph, pie chart, Pareto charts, and line graphs. Reporter more
LDAP Authentication Lightweight Directory Access Protocol (LDAP) Authentication can now be used for user login/passwords. All more
Desktop - General
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Multi-Tabbed Home Page The Desktop User Home Page is now a multiple tab form (Home, Inbox, Dashboard, and LaunchPad) for improved access and streamlined look.
Users can customize the content for these tabs as well as set the default tab/view.
Desktop more
Expanded Inbox Options User Inbox now contains Draft and Signatory items as well as HelpDesk posts and tickets. Desktop more
Custom Inbox Fields Users can customize the fields displayed in the Inbox. Desktop more
LaunchPad A new LaunchPad page/tab is available to provide a simplified Home Page and quick access to Omnify objects and forms. Desktop more
Direct Editing Desktop forms now provide direct editing access to eliminate the "modify then save" process as well as provide improved multiple user editing tracking. Desktop more
User Form A user form is now available to display general and Inbox information for all Omnify users. Desktop more
Attribute Improvements Attribute types (Date, numeric, text) and value types (drop list, multiple values, and user-edit) are now available for all Omnify objects (Changes, CAPA, Training, etc.). New attribute structure also improves object searching and results. All more
Conditional Attribute Values New attribute structure and action triggers provide ability to define "conditional" attribute values. "Conditional" attribute values are values that can be enabled/disabled based on other field values. Desktop
Unlimited Text System can now store unlimited text in fields such as Change/ECO Reason and Descriptions, Comments, Document keywords, etc. Desktop
New Required Field Options Required fields can now be assigned to all Omnify objects. Desktop more
Comment Editing Administrators can now enable use comment editing for all Omnify objects. Desktop more
Desktop - Searching
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Object Quick Search Desktop now provides an object Quick Search facility for all Omnify objects (Items, Changes, Quality/CAPA, Projects, Training, Vendors, Users, etc.)
Quick Search allows you to filter on common search fields (Part Numbers, descriptions, reasons, names, etc.).
Desktop more
Document Search Desktop now provides document searching that allows you to filter on document names, titles, type, vaults, and content (keywords).
The Document search allows you to quickly open/view the document as well as open the associated objects.
Desktop more
User Search You can now search for all Omnify users and quickly access the Omnify User form. Desktop more
Desktop - Documents
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Document Search Desktop now provides document searching that allows you to filter on document names, titles, type, vaults, and content (keywords).
The Document search allows you to quickly open/view the document as well as open the associated objects.
Desktop more
Document Keywords You can now provide document keywords/text content for all documents.
Keywords can be used when searching for documents.
Desktop more
Shared Document Browser You can now define "Shared Document Areas" in the Administrator.
Desktop provides a Shared Document browser to help users quickly find documents to be vaulted and/or associated with Omnify objects.
Desktop
Document Page Filter/Browser All Omnify objects now provide a document filter/browser on the Documents page/tab to help find and isolate specific documents. Desktop more
Document Packager Improvements The Document Packager can now package documents from BOM and Child items as well as documents changed under Change/ECO.
The Document Packager no longer requires WinZip.
Desktop more
Desktop - Item Form/Data
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Status Weights You can now assign weights to Item status codes. Status weight rules can now be assigned to prevent adding BOM child items or assigning vendor items. Desktop more
Image Assignment You can now assign images to Items that will be displayed on the General tab and as thumbnails in search results. Desktop more
Attribute Value Browsing You can now search/browse for attribute values for all attribute types. Desktop
Associations You can associate items with other items without assigning them as BOM child items. Desktop more
HelpDesk Integration You can now view associated HelpDesk Tickets and Posts on the Associations page/tab. Desktop more
Desktop - BOM/Where Used Enhancements
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Custom BOM Fields You can now select Item field data (such as attributes, status, type, etc.) to be included in the standard BOM view. Desktop more
Show/Hide BOM Fields You can now select which standard BOM fields are displayed in the standard BOM View. Desktop more
Under ECO Display You can now include an "Under ECO" field on the standard BOM view to easily determine BOM child items that are assigned to currently active Changes/ECOs. Desktop more
Status Weights You can now assign weights to Item and Vendor status codes. Status weight rules can now be assigned to prevent adding BOM child items or assigning vendor items. Desktop more
Alternate BOM Items You can now assign multiple alternates to an existing BOM Item. Desktop more
Delete BOM Reports You can now create and delete BOM Export Wizard Reports. Desktop
Display Alternate BOM Items on Where Used Items used as alternates on a BOM will now contain a listing in their Where Used page/tab. Desktop more
Customizable Where Used Fields You can now select Item field data (such as attributes, status, type, etc.) to be included in the Where Used page/tab. Desktop more
BOM Child/Updates New routines have been employed to ensure accurate BOM data updates during save, revision, and Change/ECO release actions. Desktop
Where Used Performance Improvements New Where Used and Change/ECO rollup algorithms have resulted in significant performance increases. Desktop
Desktop - Change/ECO Form/Data
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Improved Performance New Affected Item Rollup and Change/ECO Release algorithms have resulted in significant performance increases. Desktop
BOM/Child Data Updates New routines have been employed to ensure accurate BOM data updates during save, revision, and Change/ECO release actions. Desktop
Custom/General Fields You can create custom fields that will appear on the General page of the Change/ECO form. Desktop more
Modify Vendor Items Vendor Items can be assigned and modified under Change/ECO. Desktop more
Affected Item Field Data Display Item data fields (such as attributes, status, type, etc.) can be displayed in the Affected Items list of a Change/ECO. Desktop more
Affected Item Pending Indicator An indicator icon will be displayed for pending items on the Affected Items list of a Change/ECO. Desktop more
Affected Item Navigation The Changes/Redlines page of the Change/ECO contains an improved summary table and tree view for easier navigation. Desktop more
Expanded Affected Item Reports The Affected Items reports have been expanded to include proposed BOM viewing, status weight checking, and Item field data checking. Desktop more
Document Packager The Document Packager can now package documents from BOM and Child items as well as document changed under Change/ECO. Desktop more
Desktop - Quality/CAPA Form/Data
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BOM Routing As Affected Item BOM Routings can now be added as Affected Items to a Quality/CAPA form. Desktop more
HelpDesk Integration You can now view associated HelpDesk Tickets and Posts on the Associations page/tab. Desktop more
Improved Reporting Additional Quality/CAPA reports have been added as well as the addition of a graphical reporting engine to easily create bar graph, pie chart, Pareto charts, and line graphs. Desktop more
Desktop - Project/Tasks Enhancements
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Task Templates Task templates can be created and applied to all objects to simplify task assignment. Desktop more
Project Roles as Resource When modifying templates, you can assign a Project Role as a resource. Desktop more
Improved Task Date Waterfall When updating task times as dates, the system will automatically update dates on any dependant tasks. Desktop
Improved Task Viewing/Editing Users can now modify their assigned tasks when associated object form is read-only. Desktop
Improved Task Export Various improvements made for exporting tasks to a Microsoft Project format. Desktop
HelpDesk Integration You can now view associated HelpDesk Tickets and Posts on the Associations page/tab. Desktop more
Desktop - Training Form/Data
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Improved Training Administrator Improved integration between the Training Administrator and other Omnify modules. Desktop more
Comprehension Page/Tab A Comprehension page/tab is available on all Training forms that contain a comprehension exam. Desktop more
User Matrix Report A User/Training Matrix-style report is now available. The report will display user's status for the selected Training items. Desktop more
User Group Assignment You can now assign users to training based on the User Groups. Desktop more
HelpDesk Integration You can now view associated HelpDesk Tickets and Posts on the Associations page/tab. Desktop more
Revision-Based Associations All Training/Item associations are revision-based. The Associations page will display the item revision that each training revision is associated with. Desktop
Email Alerts Automatic email alerts will be sent when users are active for training. Desktop
Desktop - BOM Routing Form/Data
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Quality/CAPA Assignment BOM Routings can now be added as Affected Items to a Quality/CAPA form. Routing more
Common User Interface The BOM Routing form now contains the standard "tabbed" form view as all other Desktop forms. Routing more
Summary View The General page of the Routing form now contains a "Summary" view that allows you to quickly view and navigate to all operations and sequences. Routing more
Improved Navigation The Routing form now contains various controls and views to easily navigate between the various pages, operations, and sequences. Routing more
Improved Desktop Integration BOM Routing forms can be accessed from the BOM page. Routings will also appear in the Desktop Inbox, Bookmarks, and Recent Items lists. Routing more
History All change, viewing, and email operations for Routing items will be available on the History page of the Routing form. Routing more
Desktop - New Object Wizard
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Expanded Required Fields Required fields can now be assigned to all Omnify objects. Desktop more
Copy/Paste Operations The New Object Wizard contains a field/value paste area that allows you to type or paste field values that will be applied as object fields. Desktop more
Required Field Check for Draft Items Administrator can enable/disable a rule to check or ignore required fields when users create "Draft" items. Desktop
Customizable Options and Actions The New Object Wizard contains various customizable options and actions to map to your exact new object creation process and requirements. Desktop
Description Wizard Description Wizard setting can be assigned automatically when the user creates an item using the New Object Wizard. Desktop more
Administrator
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Omnify Designer Omnify Designer module has been eliminated. All previous Designer functionality has been moved under the Administrator and Desktop User Preferences. Administrator more
New Permission/Layout The User Permission page has been changed for better grouping and more intuitive layout. Administrator more
Task Template Editor A Task Template Editor is now available in the Administrator to create and modify task templates. Administrator more
Improved Settings Import/Export Improved and expanded Administrator XML settings import and export. Administrator
Reporter/Reporting
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Browser-based Reporter Omnify Reporter is now a web-browser based application. No client installation is required.
Supported browsers: Microsoft Internet Explorer, Mozilla Firefox, Google Chrome, Safari
Reporter more
Expanded Standard Reports New reports have been added to the reporter such as: Affected Item Reports, Status Weights, User Activity Report, Training/User Matrix, and Audit Reports. Reporter more
Graphical Report Engine Standard reports and reporting engine are provided to easily create bar graph, pie chart, Pareto charts, and line graphs. Reporter more
LiveData Report Type LiveData reports can now reference a web page without the need to write Web Services. Reporter more
Stage Dates for Signoff Reports The system now stores the date stages are activated/completed. Reporter more
Vendor/Supplier Audit Reports An audit report has been added to alert when Vendors and other objects are due for audit. Reporter more
OmniBOM
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Improved Omnify BOM Viewing Search/Browser has been included for finding the desired Omnify BOM. OmniBOM more
Improved Omnify Database Updates, Search, Adding New database integration eliminates need to create views. OmniBOM more
Improved Upload Uploading BOMs to Omnify will populate the database directly. All file transfers have been eliminated. OmniBOM more
Improved Compare Engine The compare engine can now compare OmniBOM, Excel, CSV, Text and Access files directly. Files do not need to be converted to OmniBOM files first. OmniBOM more
CADKit
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Solid Edge Support CADKit can now read assembly and model information from Siemens Solid Edge. CADKit
Improved Omnify Database Integration CADKit provides improved integration for searching, viewing, and uploading to the Omnify database. CADKit