December 2022 Release Notes

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Paul Schneider
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Accounting

  • Fix: Purchase Order Format and Currency
    • We addressed an issue where the Purchase Order formatting and currency were not displaying properly.
  • Fix: Materials Import
    • We addressed an issue where users were not able to successfully import Materials.

Bid Management

  • New: Ability to Apply Project Ceilings at Account Level
    • Within Admin -> Settings -> Bid Management, Prism Admins can apply a project ceiling to all Bids that are created within Prism.  This restricts management users from being able to see Bid results before the deadline closes.
  • New: Contract Creation
    • Users now have the ability to create and save a Contract off of a bid.

Inspections

  • New: Assign To Me Button
    • Within an Inspection Task, users will now be able to select Assign To Me.  This button shows up below the Assignee field.  Proper assignment permission is required for users to be able to leverage this feature.
  • Change: Procedure Frequencies
    • We have moved the fields relating to schedule frequency higher on the form for ease of use and further visibility.
  • Fix: Properties on Inspection Tasks
    • We addressed an issue where users that were only tied one building on an Inspection Task saw other buildings that they were not associated with.

Mobile

  • Fix: Push Notifications
    • We addressed an issue where users were not receiving push notifications to their mobile devices.

My Equipment

  • Fix: HVAC Replacement Data
    • We addressed an issue where HVAC Replacement Data was not populating correctly.

My Users

  • Fix: Shared Vendors
    • We addressed an issue where Vendor users who were shared across accounts were receiving Not In Organization messages.

Preventive

  • New: Assign To Me Button
    • Within a Preventive Maintenance Task, users will now be able to select Assign To Me.  This button shows up below the Assignee field.  Proper assignment permission is required for users to be able to leverage this feature.
  • Change: Procedure Frequencies
    • We have moved the fields relating to schedule frequency higher on the form for ease of use and further visibility.
  • Fix: Searching on Preventive Task Number
    • We addressed an issue where users were not able to search for Preventive Tasks by their assigned number.
  • Fix: PM Programs Import
    • We addressed an issue where users were not able to successfully import PM Programs.
  • Fix: Attaching Files to Schedules
    • We addressed an issue where users were not able to upload Files to Schedules, as they were receiving error messages upon doing so.
  • Change: Cleaned Up Procedure Building Associations
    • Our Engineering team went into some customer environments and cleaned up building procedures that were duplicates or needed to be removed by the request of the customer.

Reporting

  • Fix: Exporting to Excel
    • We addressed an issue where users were not able to export the Readings Summary, Prism Module Usage Summary and Tenant Satisfaction Reports to Excel.
  • New: Work Order SLA Breakdown
    • This new widget has been added to the Work Order Service Level Agreement (SLA) Report, where it displays a pivot table summary broken down by Priority, Status, Issue Category, and Issue Type.

Work Orders

  • New: Assign To Me Button
    • Within a Work Order, users will now be able to select Assign To Me.  This button shows up below the Assignee field.  Proper assignment permission is required for users to be able to leverage this feature.
  • Fix: Scheduled Work Orders
    • We addressed an issue where Scheduled Work Orders were not triggering.
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