March 13th, 2025 Release Notes (Prism Web Platform)

This release introduces new features, enhancements, and bug fixes to improve your experience when using Prism through a web browser. For those using our mobile app, the Mobile Release Notes can be found [here].

Accounting

• New:
  • Material Export Enhancement
    • The material export will now provide individual Property based settings upon the export. This will allow client quick and easy access to view all the property settings for their Materials. This will look familiar as it is modeled after the Issue Type export.
    • Click here more details.

Admin Page

• Fixes:
  • The Notification Role is showing incorrect modules, causing confusion for users when managing notifications and roles in the admin section

General

• Fixes:
  • Multiple UI and functionality issues across various grid pages, dropdown menus, and specific features have been addressed, improving overall system stability, appearance, and user experience. 
    • Fixed alignment issues with dropdown lists in grid pages
    • Resolved separation of dropdown lists from main combo box in My Spaces
    • Addressed page crash when clicking Accounting setting on Property detail page
    • Corrected dropdown issues in the Material tab for Currency, Charge code, and PM Organization
    • Fixed visibility of dropdown menu options at the bottom of the 'Add Related Work' popup
    • Restored drag and drop functionality for columns on the grid
    • Resolved issue with selected columns not being visible in the grid
    • Corrected spacing in dropdown form fields
    • Addressed minor discrepancies in templates' behavior between staging and production
    • Fixed visibility issues with bottom options in the Properties dropdown menu
    • Removed extra white space shown after file uploads on create command
    • Restored functionality of Properties toggles/Include/Exclude all links on the rates page

Inspections

• Fixes:
  • There is an error occurring when users attempt to save edits to an Inspection Schedule, preventing them from updating important schedule information

My Companies

• Fixes:
  • The Property suspension column on the Vendor Company's page has disappeared, making it difficult for users to identify suspended vendors
  • There are spelling errors in the UI that need correction, specifically in the Associated Tenants dropdown menu help text on the My Companies page.
  • Vendor users are able to affect active Work Orders, PMs, and Inspections at suspended properties, which should not be allowed according to the system's intended behavior

My Spaces

• Fixes:
  
  • Occupied spaces in the My Spaces module are not being shaded correctly, making it difficult for users to distinguish between occupied and unoccupied areas.
  • Users are experiencing an issue where the status dropdown in the custom card for "My Property Site Plans" is not populating correctly, preventing them from selecting a status

Prism Insurance

• New:

  • Enhanced Insurance Certificates Grid

    • Added clear "Certificate Category" and "Certificate Status" column headers

    • Improved Effective Date filter for consistent results

    • Introduced "Self-Insured" and "Approval Status" filters (available when enabled for your account)

    • Click here for more details.

  • Improved Certificate of Insurance (COI) Creation Process

    • Added "Company ID" field to the 'Paid Certificates' import template

    • Enables creation of certificates for companies with identical names in Prism

    • Users should use Prism Company UUIDs in the "Company ID" field

    • The "External Key" field remains for IDs from external sources (e.g., Classic, Yardi)

    • Click here for more details.

  • Enhanced AM Best Rating Integration for COI Import

    • Introduced "Insurer NAIC#" field in the 'Paid Certificates' import template

    • Allows import of policies with AM Best Ratings, including those from Classic or Aware Manager

    • Upon successful import, each policy will display the insurer's current Financial Size Category and Financial Strength Ratings

    • AM Best Ratings will be factored into Certificate Compliance Status calculations when 'Minimum Required FSC/FSR' ratings are set in associated profiles

    • Click here for more details.
• Fixes:
  • The Certificate Information section in the Insurance tab continuously loads, preventing users from viewing compliance details for companies.
  • The system is unable to export company compliance information, resulting in an error message instead of the expected file download

My Properties

• Fixes:
  
  • There is a multi-account issue where properties from one account are displaying in another, causing confusion and potential data privacy concerns
  • There is an extra space between the Property and Include columns on the Edit Organization Type page, affecting the visual layout of the interface

My Users

• Fixes:
  • After deactivating and then reactivating a user, the detailed history page becomes blank, causing issues with viewing user activity
  • When adjusting a user's primary phone number with Grant Automatic Property access enabled, the user's assignability is delayed until the next time the job runs, causing temporary issues with work order assignments

Preventive Maintenance

• Fixes:
  • Users are experiencing an issue where PM (Preventive Maintenance) tasks are being fired from an inactive schedule, contrary to the expected behavior of inactive schedules not producing tasks

Projects

• Fixes:
  • The project grid's start_date and end_date filters are not functioning correctly, preventing users from effectively filtering projects by date range

Resource Reservations

• Fixes:
  • There is an issue with the Resource Reservation Submission Confirmation being sent to the wrong users, causing confusion and potential scheduling problems

•  

Work Order 

• Fixes:

  • Users are experiencing an issue where, after unfollowing a parent Work Order, they are still automatically following subsequent child Work Orders, contrary to the expected behavior.

  • Users are unable to create Work Orders when the issue type has a default vendor assignee, resulting in a 400 error and a "Vendor id not found" message in the console..

  • The NTE (Not To Exceed) Limit is being applied incorrectly when it shouldn't be, affecting Work Order management and vendor notifications.

  • Property Management Organizations (PMOs) have no warning or indication of Vendor suspension when trying to assign them Work Orders, potentially leading to assignment of suspended vendors.

  • Vendors can view all submitted estimates from Work Order Request Estimates, which is a privacy concern as they should only see their own submissions.

  • Users are receiving Work Order notifications for areas outside of their designated roles, potentially causing confusion and inappropriate task assignments.

  • The forms field under work orders is grayed out, preventing users from inputting any data, which is particularly problematic for forms that populate on work order completion.

  • Users are unable to create Work Orders when the issue type has a default vendor assignee, resulting in a 400 error and a "Vendor id not found" message in the console.