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Changelog Shoreline 2.8.0

Note: This changelog may be updated before the official release. Videos and screenshots will be added as they become available. 


Shoreline v2.8.0 focuses on scalable planning and smoother execution. The Planning Board timeline now offers nine multi-select filters, including cascading filters for sites, assets, and subassemblies. Skills have been reorganised around reusable skill groups and competencies, while new user groups make it faster to notify multiple people about a defect. Time can now be registered and edited offline, with changes synchronised automatically after reconnecting. The release also expands work order PDF downloads, streamlines final-status approval, enables permitted users to delete closed defects, adds organisation links to teams, introduces work order-based colouring in Site overview, supports PDF downloads of planned assembly pads, and adds bulk importing of downtime reasons. 


Planning

More ways to filter the Planning Board timeline

What's new The timeline filter panel now offers nine filters instead of three. Alongside the existing Work packages, Department, and team Type filters, you can now filter by Sites, Assets, Subassemblies, Transport, Organizations, and Work order plans. Sites, Assets, and Subassemblies cascade, so choosing a site narrows the available assets, and choosing an asset narrows the available subassemblies. All filters are multi-select and work on both the Team and Personnel views.

Where to find it Open the Planning Board in timeline view and open the filter panel.

How to try it

  1. Open the Planning Board and select the Team or Personnel view.
  2. Open the filter panel.
  3. Set any combination of the nine filters, then narrow further using the cascading Sites > Assets > Subassemblies filters.
  4. Click Save filter to reuse the selection later, or Clear filter to reset.

Note: The Sites, Assets, Subassemblies, Transport, Organizations, and Work order plans filters are only available in online mode.


Work order management

Download a work order PDF report in any status

What's new You can now download the work order PDF report for work orders in any status — the download is no longer restricted to selected statuses. The report also now includes the checklist Assessment outcome (OK, NOT OK, or N/A) for each step.

Where to find it The Work order report(s) (PDF) option in the download menu on the Work Orders list.

How to try it

  1. Open the Work Orders list.
  2. Select one or more work orders in any status.
  3. Open the download menu and choose Work order report(s) (PDF).

Approval only when a work order is finished

What's new When the work order status approval flow is turned on, approval is now required only when a work order moves to Finished. Intermediate status changes no longer trigger an approval request, so day-to-day progress updates are quicker while the final sign-off is preserved.

Where to find it Work order status changes on the Work Orders list and in the work order.

How to try it

  1. Move a work order through its intermediate statuses — no approval is requested.
  2. Move a work order to Finished — you are prompted to Send for approval and choose approvers.
  3. An approver opens Approve status change, adds an optional comment, and confirms.

Note: This behaviour applies when the Status approval flow feature is enabled for your organisation.


Defect control

Delete closed defects from the web app

What's new Users with the new Delete closed defect permission can now delete defects in a closed status directly from the standard web app, individually or in bulk.

Where to find it The Delete action on the Defects list.

How to try it

  1. Open the Defects list.
  2. Select one or more closed defects.
  3. Click Delete and confirm.

Note: Deleting closed defects requires the Delete closed permission, which is separate from the permission to delete open defects.


Assign a group of users to a defect at once

What's new You can now create account-level User groups — reusable, named sets of users — and assign a whole group to a defect in one action instead of picking people one by one. Groups appear as their own section in the defect's Notified users selector.

Where to find it Create and manage groups under Settings > Personnel > User groups; use them in the defect form's Notified users field.

How to try it

  1. Go to Settings > Personnel > User groups and create a group.
  2. Add members and save.
  3. Open a defect, expand the Notified users field, and select the group under User groups.

Personnel

Skill groups and competencies

What's new Skills have been redesigned around two tag dimensions. The concept previously called "skill groups" is now called Competencies, and a new Skill groups dimension has been added — a skill can belong to several skill groups. Both are managed on a dedicated Skill groups & competencies page and can be assigned when you create or edit a skill. Assigning skills to a person now uses a searchable, paginated Add skills picker that supports selecting a whole page or all matching skills at once.

Where to find it Settings > Personnel > Skills and Settings > Personnel > Skill groups & competencies.

How to try it

  1. Go to Settings > Personnel > Skill groups & competencies to create skill groups and competencies.
  2. Go to Settings > Personnel > Skills, add or edit a skill, and assign Skill groups and Competencies.
  3. On a person's profile, open Add skills and use the search and filters to select and add multiple skills at once.

Associate organisations with a team

What's new Teams can now be linked to one or more Organizations, making organisation part of a team's definition alongside its department and work package.

Where to find it The Organizations field when adding or editing a team.

How to try it

  1. Add or edit a team.
  2. Select one or more organisations in the Organizations field.
  3. Save the team.

Note: This field is being rolled out gradually and may not yet be visible in every environment.


Site overview

Colour asset progress circles by work order

What's new On the Site overview map, when the Work Orders layer is active you can now choose how the asset progress circles are coloured. Use the Color by toggle to switch between Status (the default) and Work order, which gives each work order or milestone its own colour. Completed segments appear solid; incomplete segments appear dashed. Your choice is remembered for next time.

Where to find it The Color by toggle on the Site overview map when the Work Orders layer is selected.

How to try it

  1. Open a dashboard with the Site overview widget.
  2. Switch the map layer to Work Orders.
  3. Use the Color by toggle to select Status or Work order.

Assembly and loadout

Download a PDF of assembly pads

What's new You can now download a PDF of your assembly pads before a loadout is registered, in addition to the existing PDF download for registered loadouts. This makes it easy to share a planned pad layout during preparation.

Where to find it The Download PDF button on the pads overview under Assembly and loadout.

How to try it

  1. Go to Assembly and loadout and open Pads.
  2. Select a base and assign components to your pads.
  3. Click Download PDF.

Time registration

Register time while offline

What's new Time registration now works offline. When your connection drops, you can keep registering and editing time; your changes are stored on your device and synchronised automatically when you are back online.

Where to find it The usual time registration screens, once offline functionality is turned on.

How to try it

  1. Turn on offline functionality and let your data cache while online.
  2. When offline, register or edit time as normal.
  3. Reconnect — your offline changes synchronise automatically.

Note: The 7-day editing window still applies. An offline change is rejected on sync if the 7-day period expires before it reaches the server.


Imports

Import reasons for downtime

What's new A new import lets you create Reasons for downtime in bulk from a CSV file, mapping the Name and Type of each reason. This is the same list of reasons used by adverse events.

Where to find it The Reasons for downtime import in the Imports area.

How to try it

  1. Open the Imports area and choose the Reasons for downtime import.
  2. Upload your CSV and map the Name and Type columns.
  3. Run the import.