September 2022 Release Notes

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Paul Schneider
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Admin

  • New: Resource Reservation Access for Vendors
    • We have now added the ability for Vendor users to be able to leverage the Resource Reservation module.

Communications

  • Fix: Audiences
    • We addressed an issue where the individuals of a given Audience were reduced after excluding one Tenant Company.

Inspections

  • New: On-Demand Frequency
    • When creating an Inspection Schedule, a new On-Demand frequency has been added.

Mobile

Android - Version 

  • New: Module Access via Mobile
    • Within the mobile application, users now have the ability to turn off modules that are not in use within a given customer portfolio (i.e. Work Order, Preventive Maintenance, Inspections).
  • Change: Cancelled Work Orders
    • To increase the user experience regarding the mobile application, we are no longer syncing Cancelled Work Orders to a users device.

iOS - Version 

  • New: Module Access via Mobile
    • Within the mobile application, users now have the ability to turn off modules that are not in use within a given customer portfolio (i.e. Work Order, Preventive Maintenance, Inspections).
  • Change: Cancelled Work Orders
    • To increase the user experience regarding the mobile application, we are no longer syncing Cancelled Work Orders to a users device.

My Companies

  • New: Additional Columns Added to Vendor Company Import
    • To further accommodate the Bid Management module, the following columns have been added to the import template:
      • Vendor Classification
      • Service Radius
      • Service Offerings
  • Change: Vendor Classifications
    • A new small business owned vendor classification was added.
    • The LGBTQ+ owned vendor classification was updated.

Preventive

  • New: On-Demand Frequency
    • When creating Preventive Schedules, a new On-Demand frequency has been added.
  • Fix: Imports
    • We addressed an issue where data was getting stuck during the import process and being flagged as still in progress.
  • Fix: Procedure Import
    • We addressed an issue where Procedures were losing their line breaks when being imported into Prism.
  • Change: Printing a Blank PM Task
    • When printing a blank PM Task, a section will now appear where Readings would be displayed.

Reporting

  • Change: Report Tool Tips
    • Within the Work Order Details Report and the Work Order Service Level Agreement (SLA) report, a tooltip has been added to each of the pivot tables displayed at the bottom of each report which further describe the data that is being displayed. 
  • Change: Account Engagement Summary Report
    • The layout of this report has been adjusted to better accommodate additional information as more modules and metrics are added.
  • New: Tenant Compliance Report
    • This report has been created to view compliance by:
      • Status
      • Average Compliance Rate
      • Past Due Tasks
      • Percentage of Compliance Tasks Approved
      • Compliance Task Statuses by Tenant
      • Tenant Compliance Details
  • New: Insurance Summary Report
    • This report has been created to view certificates by:
      • Total Certificates by Category
      • Non-Compliant Certificates Summary
      • Vendor Compliance Rate
      • Tenant Compliance Rate
      • Non-Compliant Certificates Summary by Building & Certificate Category
      • Insurance Certificate Details
  • New: Multi-PMO Provider Comparison Report
    • This report will only be available to customers who are setup as a multi-PMO portfolio.  This report is designed to see an overview of information for each of the providers within the portfolio.  It displays:
      • Providers Comparison Report - Work Orders
      • Average Work Orders per 1,000 SQFT
      • Average Work Orders per 1,000 SQFT Details
      • Performance Management: Work Order Time to Complete (Hours)
      • Performance Management Details
      • Billable Services Integrating to Accounting Details
      • Preventive Maintenance Task Completion Percentage
      • Preventive Maintenance Details
      • Inspection Completion Percentage
      • Inspection Details

Visitor

  • New: Visitor Grid Exports
    • Users now have the ability to export the Visitor grid by the following options:
      • Can export all columns
      • Can export all visible columns
  • Fix: Visitor Grid Count
    • We addressed an issue where the Visitor grid Count in the upper left-hand side of the grid was not accurately displaying the total number of visitors being displayed.

Work Order

  • New: Printing Blank Work Orders
    • Within each Work Order and within the Work Order grid, users will now have the ability to print blank records.
  • Change: Work Order Format
    • There have been some adjustments made to the Work Order print out to better accommodate additional components that would be 
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