January 2024 Release Notes

Accounting

• New:
  • Yardi User – To abided by JLL SOC Compliance needs we are implementing a new workflow for Yardi Integrations and the user access to Yardi Outbound Batches. Going forward, for a user to be able activate a Yardi Outbound Sync, they will need to be granted the “YARDI User” Permission Group. This Group is a new preset user group that has the built-in permission needed to perform the Yardi Batch. One last note, only a Prism Super User, i.e. BE Employee, can award this permission group to any PMO User.
• Fixes:
  • Purchase Order Have been pushing all terms and conditions out of frame to the left. 
  • Using the "Completed by" date filter on Accounting Batches were generating blank batches 
  • Some labor rates created by user defaulting to a PM organization that is not linked to the user.
  • Labor rates created by user defaulting to PM organization not linked to user 
  • Materials add with a cost over $1,000 recording incorrect costs on the Material Addition modules on WO, PMs, and Inspections 
  • The Daft Invoice and Summary was presenting with the Property Heading cut-off
  • Reservations that are made outside of Batch date parameters are still being pulled into the batches

Admin Page

• New:
  • Notifications Rework - This change will allow Admin users to better manage notifications against roles. Before this change, we only had Preset options that the customer could choose from (for example: Work Order> Quiet, All, New Only, etc.). Admins will now have the option to pick which specific notifications a role should receive. Here is the video walk through to learn more (Video).
• Fixes:
  • N/A

Bid Management

• New:
  • Delete Bids – User can now delete Bids from the Bid Requests Grid. This will allow clients the opportunities to clean up there Bid Board. (Video Here)
• Fixes:
  • Receiving Network error when resending a Bid

Communications

• New:
  • N/A
• Fixes:
  • Property Logo Does Not Appearing in Communication Module Emails

Contracts

• New:
  • N/A
• Fixes:
  • N/A

General

• New:
  • Property group filters through Prism are now filtered to only show property groups that matter to you.
  • Language translation for English UK and English Australia provide customer with language tailored to their everyday experience. Labour = Labour, Odor = Odour, Color = Colour (Video Here)
• Fixes:
  • N/A

Incidents

• New:
  • N/A
• Fixes:
  • Incident notifications are not firing out. 
  • Not all incident types are populating in the dropdown when reporting an incident.

Import

• New:
  • N/A
• Fixes:
  • N/A

Inspections

• New:

  • N/A

• Fixes:
  • Unable to adjust rooms on inspection schedules and encountering unexpected errors when saving the changes.
  • The Inspection Question creation UI is presenting as Buggy on the Web Platform

My Companies

• New:
  • N/A
• Fixes:
  • N/A

My Equipment

• New:
  • N/A
    
• Fixes:
  • N/A

My Spaces

• New:
  • N/A
    
• Fixes:
  • Tenants can access stack plan even with permissions turned off

My Files

• New:
  • N/A
    
• Fixes:
  • N/A

Prism Insurance

• New:
  • N/A
• Fixes:
  • You cannot change the insurance profiles at the property level - only the company level.
  • Tenants are able to import COIs despite not being granted access in permissions

My Properties

• New:
  • N/A
    
• Fixes:
  • N/A

My Users

• New:
  • Teams grid and Property Group grids now have Managed By and Created By columns for multi-pmo accounts to easily identify which property management organization created the team or group (Video Here)
• Fixes:
  
  • When a user is added into the system and is updated to “Grant Automatic Property Access”, user doesn’t appear as assignable. 
  • In certain cases, the email address is case sensitive for login or password resets 
  • When a property group is selected when adding users, error is thrown.

  • When applying a shift schedule to a user profile, we were unable to apply times to the shift just dates 

Preventative Maintenance

• New:
  • N/A
• Fixes:
  • Inactive Asset Types are populating when selecting Equipment in PM Schedule. 
  • Users are unable to move from Equipment to Schedule 
  • Fire Now in PM Schedules does not constrain the tasks by only those properties the user has access to 
  • PM Schedule's Task Log won't load and times out. 
  • Users are unable to reopen PM tasks that were previously set to the Overridden Status
  • When using the property group filter on the PM Procedure Grid, the resulting PMs would show duplicated versions of the same procedure
  • Preventative Procedure Export was displaying the steps in JSON format
  • The PM Schedule’s Task Log is not loading and timing out

Prism Mobile 

• Android PMO: v.2.0.19
• iOS PMO v2.0.29 

Prism Mobile (Tenant)

• iOS Tenant (v 1.8.5)
• Android Tenant (v 1.7.1)

Readings

• New:
  • N/A
• Fixes:
  • N/A

Reporting

• New:
  • N/A
• Fixes:
  • N/A

Resource Reservations

• New:
  • N/A
• Fixes:
  • Sorting by "status" column fails 
  • User is having issues updating one reservation, while being able to update another without issue.
  • Denied Resource Reservation Appearing with Charges on Batch Export

Tenant Compliance

• New:
  • N/A
    
• Fixes:
  • N/A

Visitor

• New:
  • N/A
• Fixes:
  • SwiftConnect - Visitor - Long load time of adding visitor leads to multiple submission
  • PMO users were inaccurately presenting as selectable in the Visitor’s “Requested For” Field

Work Order 

• New:

  • Reduce the time taken to find the property selection when creating a work order, through our Property Group filter. This dropdown acts as an assistant to narrow down a long list of properties and find the one you’re looking for. (Video Here)

  • Inline Filtering – Inline filtering against specific columns within the inspection and work order grid. Allows for quicker scoping to find information you're looking for. (Video Here)

• Fixes:

  • Some users were unable to create a WO with an issue type that is set to assign to a referral team 

  • WO Custom Form Field is Not Displaying Data on WO Grid Custom Field Column 

  • The Assign to field is showing duplicate values for company/vendor employee as well as a company that is not affiliated with the property. 

  • The wrong address is displayed on the grid/WO creation screen but the correct address is on the building profile/actual WOs. 

  • Exporting Visible Columns from the WO grid includes additional columns/data not selected on grid view. 

  • Users not receiving WO satisfaction survey emails.

  • Despite the history of the WO stating the requester has been notified of all changes, they are not triggering emails.

  • Photos added via Prism Mobile App included as part of files tab on WOs, not part of Photos section 

  • Work Order Estimate Request Email Notification Displaying Backend Code for Priority and Target Completion

  • WO Winning Vendor Company Able to View Estimates and the Companies That Submitted Them

  • User is unable to export Work Orders from the Grid. 

  • The Work Order Estimate Request Email Notification Displaying Backend Code for Priority and Target Completion