November 2022 Release Notes

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Paul Schneider
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Accounting

  • Fix: Invoice Date
    • We have addressed an issue where the Invoice Date, when creating a batch, was getting cut off.

Admin

  • New: Certificate of Insurance Notifications
    • Within Admin, Notifications can be setup for the Insurance Contacts to be reminded 90 days, 60 days, 30 days and 10 days from expiration.  The notification will include a link to submit and upload a new certificate.

Bid Management

  • New: Exclude Vendor Marketplace
    • Prism Admins now have the ability to exclude the Vendor Marketplace at the portfolio level. 
    • If it is turned off, then when editing all draft Bids, the Vendor Marketplace indicator will be locked and uneditable for Prism users.
  • Change: Project Overview
    • When creating a Bid, within the Project Overview section in Details, a template of sample questions will appear that will help guide users on what content to include in the Bid.

Communications

  • Fix: HTML Text Message
    • We have addressed an issue where users when creating a new message were not seeing HTML content.

Equipment

  • New: Tenant Company Responsibility
    • We have added the ability for a Tenant Company to be selected as the responsible party for a piece of Equipment, regardless of the Suite that piece of Equipment resides in.

Incidents

  • Fix: Incident Form Questions
    • We have addressed an issue where Incident Form Questions were not displaying properly, therefore prohibiting users from entering data responses.

Inspections

  • Fix: Next Occurrence Skipped and Next Run
    • We have added two new columns to the property grid on a Property Inspection: Next Occurrence Skipped and Next Run.
  • Fix: Fire Now
    • We have addressed an issue where the Fire Now button would not show up unless the page was refreshed.
  • New: Schedule Filters
    • We have now added the ability for the Schedules grid to be filtered by:
      • Inspection Type (Property, Space, Equipment)
      • Start Date
      • Next Run Date
      • Last Modified Date
      • Last Run Date
      • Creation Date
  • New: Task Filters
    • We have now added the ability for the Tasks grid to be filtered by:
      • Task Type (Property, Spaces, Equipment)
      • Frequency

Mobile

Android - Version 1.82

    • Fix: Non-Taxable Materials
      • We have addressed an issue where Materials that were not setup as taxable where showing on mobile with having tax added.

iOS - Version 1.66.6

  • Fix: Landscape Photos
    • We have addressed an issue where users were not able to take pictures in landscape mode.
  • Fix: Non-Taxable Materials
    • We have addressed an issue where Materials that were not setup as taxable where showing on mobile with having tax added.
  • Fix: Inactive Materials
    • We have addressed an issue where users were seeing inactive Materials when attempting to add Materials to a Work Order.
  • Fix: Floor Plans
    • We have addressed an issue where users were seeing inactive Materials when attempting to add Materials to a Work Order.
  • Fix: Not Applicable Selections
    • We addressed an issue where users were experiencing the application crashing when selecting Not Applicable as a value for records.

My Companies

  • New: Is Billable
    • Admins in Prism will now have the ability to toggle a new field, Is Billable, on Company records under Settings -> Billing.

My Spaces

  • Fix: Adding Spaces
    • We have addressed an issue where when users were adding new Spaces, the page would continually load.

My Users

  • New: Editing Email Addresses
    • Users who have this new permission will be able to edit and update the email address of already existing users within Prism.

Preventive

  • New: Searching on Override Groups
    • We have now added the ability for the Override Group data point to be visible and searchable within the Preventive grid.
  • New: Not Applicable 
    • We have now added the N/A option on Procedures, which will allow users to indicate if a step is not applicable and require, if necessary, the user to leave a comment.
  • New: Procedure Filter 
    • We have now added the ability for the Procedures grid to be filtered by:
      • Last Modified By
  • New: Schedules Filter 
    • We have now added the ability for the Schedules grid to be filtered by:
      • Assigned To
      • Start Date
      • Next Run Date
      • Last Modified Date
  • New: Task Filter 
    • We have now added the ability for the Tasks grid to be filtered by:
      • Location
      • Frequency
  • Change: Schedules Export 
    • The Schedules Export now includes a separate line item for each Schedule and each Equipment per Building.
  • Fix: Equipment Grid Sorting
    • We have addressed an issue where users, when sorting the Equipment grid by Property, were not seeing the information sorted in alphabetical order.
  • Fix: Readings Values
    • We have addressed an issue where the percentage (%) complete was not updating when Readings values were being entered.

Readings

  • New: Status Data Type
    • We have now added the ability for users to create Readings based upon status.  This will allow for negative responses to be recorded and follow records to be created.
  • New: Definition Filters
    • We have now added the ability for the Definitions grid to be filtered by:
      • Unit of Measurement
      • Allowable Range
      • Exception
  • New: Values Filter
    • We have now added the ability for the Values grid to be filtered by:
      • Entered By

Reporting

  • Fix: Work Order SLA Report
    • We have addressed an issue where the Work Order Completion value on the Work Order SLA Report was not calculating correctly.
  • Fix: Labor Allocation Report
    • We addressed an issue where certain widgets on this report were showing incorrect data.
  • Change: Tenant Compliance Report
    • We added a new widget to this report that highlights the Average Compliance Rate, specifically the percentage of Compliant versus Non-Compliant values.
  • Change: Incident Trend Report
    • We added the following new widgets to this report:
      • Total Incidents by Type and Building
      • Incident Type Summary
      • Incident Type Summary (Year to Date)

Resource Reservations

  • Fix: Work Order Creation
    • We have addressed an issue where the Work Orders were not always being generated when a Resource required it to be.

Visitors

  • Fix: Check In Times
    • We have addressed an issue where upon checking in a Visitor, the check in times were not being properly displayed.

Work Orders

  • New: Ability to Edit Labor and Materials
    • Users will now have the ability to edit Labor and Materials on Work Orders.
  • Fix: Selecting Labor and Materials
    • We addressed an issue where users were not able to select certain Labor and Material records from the dropdown selection.
  • Fix: Printing Property Address
    • When printing a Work Order, there was an issue where the Property address was not displaying.

 

 

 

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