Changelog

Follow all system updates and improvements

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July 2026

Property Managers now find their Deviation Forms under My Requests

???? Property Managers now find their Deviation Forms under My Requests — A Property Manager files deviations but does not approve them, so the Approval Queue is now reserved for approvers. A requestor's own Deviation Forms — including any returned for correction — now appear on the My Requests screen instead, keeping each person's worklist to the things they actually act on.

Printed Deviation Form now shows the approved colour

Printed Deviation Form now shows the approved colour — The printed Deviation Form now records the compliance colour the Regulatory Compliance Head chose at final approval, next to their sign-off, alongside the approver comments already shown.

Approver comments are now required when recommending or approving a deviation

???? Approver comments are now required when recommending or approving a deviation — The Recommended by Brand Head and Deviation Approved by RegCom Head stages can no longer be completed with the Comments box left blank, so every recommendation and approval carries the reviewer's note.

Continuous 90-day planning window

Continuous 90-day planning window — After you import a recurring annual maintenance plan, the system keeps creating the next work orders so you always have about the next 90 calendar days scheduled (for example Daily creates one more day ahead each day; Weekly and Monthly only when the next date enters that window). Unlimited plans keep going until you set a cycle limit. The Upload screen now explains these rules with plain examples, including how Created date differs from Start date.

Filters on the Meters and Readings lists

Filters on the Meters and Readings lists — Meters can be filtered by type and status; Readings by meter, type and date range — matching the filters already available on the Exceptions screen.

No more alerts against a blank limit

???? No more alerts against a blank limit — A Target saved with an empty Upper or Lower Limit could store that blank as zero, which raised an "over the limit" alert on any usage at all (alerts showing "Target 0.00"). Blanks are now stored as truly empty, zero limits never trigger, and existing affected targets are repaired automatically.

Clearer name for the "Board/Principal Decision" reason

???? Clearer name for the "Board/Principal Decision" reason — The yellow-tagging reason previously labelled "Board's Decision" now reads "Board/Principal Decision".

Filter alerts by type

Filter alerts by type — The Exceptions screen gains an issue-type filter alongside status and severity.

Changed

???? Changed — On a Delivery permit, the Delivery Invoice is now an optional upload rather than a required one; the Packing List is still required.

Run buttons no longer freeze the page

Run buttons no longer freeze the page — "Run scan now" and "Run work-order check now" now run in the background with a live progress spinner; the page stays fully responsive during the 1–2 minute run and refreshes with the result when done.

Vehicle picker fixed for every browser

???? Vehicle picker fixed for every browser — In Fleet Fuel mode the Vehicle list now removes non-vehicle equipment outright; some browsers previously kept showing the full list. On the Targets form, the Vehicle / Equipment selector now groups entries by kind so choosing the right one is clearer.

Task Type restrictions on existing work orders

???? Task Type restrictions on existing work orders — When you edit any existing work order, the Task Type list now follows the same rules as new work orders: only Corrective Maintenance, Planned Maintenance, Self-Assessment, and Others. Types that came from conversions (such as Service Request or maintenance tickets) still appear when that work order is linked to those records.

Filters on every list

Filters on every list — Equipment, Waste, Refrigerant, Non-Metered, Properties and Alerts gain the same column filters already on Meters, Readings and Exceptions (type, property, status and date range where applicable). The Targets bulk-import template now also accepts a vehicle/equipment column for per-vehicle targets.

New

???? New — The My Permits, Approvals Queue and Financial Clearance lists now show the date each request was created.

Changed

???? Changed — A round of Defective Asset Management refinements from UAT: (1) flagging equipment defective from a work order now creates only the single Defective Asset record — the extra inspection work order is no longer added; (2) that Defective Asset record now shows the originating work order as its Source, and searching the originating work order number brings it up in the Work Orders list; (3) the condition history now has a View link that opens the originating daily monitoring submission (with its attachments) or the related work order; (4) a new Nothing-to-Declare Log lists every daily monitoring submission where nothing was declared, with who submitted it and when; (5) fixed an Access Denied error when deactivating a defect category (and when decommissioning an asset); (6) the Options button on the Defective Assets page is now clearly labelled Export List.

Password Reset E-mail

???? Password Reset E-mail — Administrators can now send a team member a secure "Set your password" e-mail directly from the member's profile. The member clicks a one-time link and creates their own password, so administrators no longer need to share temporary passwords through outside chat apps.

Measurement units follow the meter type

Measurement units follow the meter type — When adding a meter, the unit list now offers only the units that make sense for the selected type (e.g. Water shows m3 and liters, Electricity shows kWh and kW). Custom units remain available everywhere.

Fixed-charge billing (incl. per m²)

???? Fixed-charge billing (incl. per m²) — A cost rate can now carry a fixed charge with a clear basis: a flat amount per month, or an amount per m² of the property's floor area per month (the model used for chilled water). Fixed and usage-based charges combine automatically in Performance and Comparison cost figures and in budget comparisons for a selected property.

Yellow-tagging reason is now a single choice

???? Yellow-tagging reason is now a single choice — On the Deviation Form, the reason for yellow-tagging is now chosen as a single option rather than several checkboxes, so each form records one clear cause.

Property page loads reliably right after an update

???? Property page loads reliably right after an update — Fixed a brief window, immediately after an update was published, where a property's detail page could fail to open until the system finished preparing the new Organization panel. The page now always loads and shows the panel as soon as it is ready.

Customer Accounts

???? Customer Accounts — When a customer owns more than one unit, sending the activation email from any one of those units now marks every unit tied to that same email address as "Registered" at once. Previously only the unit you selected changed status while the person's other units stayed at "Ready for Registration".

Filing a deviation moves the document to Pending

Filing a deviation moves the document to Pending — When a Deviation Form is filed against a document that is still For Review, the document now moves to Pending, making it clear at a glance that a deviation is in progress for it.

Formal approval document required for a Board/Principal Decision

???? Formal approval document required for a Board/Principal Decision — When "Board/Principal Decision" is chosen as the reason for yellow-tagging on a Deviation Form, the person filing it must now attach the formal approval document before the form can be submitted. The attachment is shown to every reviewer and included on the printed form, so the decision is always backed by evidence on file.

Four new alert types

???? Four new alert types — The system now detects abnormal usage spikes against the previous period (using the Abnormal Spike % on a target), unusual waste activity, unusual refrigerant activity, and disposed waste that is missing its permit or supporting document. Each raises an alert that escalates like any other.

Bulk import for Meters and Equipment

???? Bulk import for Meters and Equipment — Both master lists now support the same file import the record screens already had, with a downloadable sample template and a per-row result report. Equipment rows can link straight to Asset Management by asset tag; meter rows can name their property, stream, unit and mother meter.

Equipment now links to Asset Management

???? Equipment now links to Asset Management — Equipment entries can be linked to the real asset register: a searchable picker lists your assets with their tag and classification, the name and tag fill in automatically, and the Equipment list shows the linked asset. Energy-specific details (refrigerant, chiller and cooling type) stay on the equipment entry.

Cleaner numbers everywhere

Cleaner numbers everywhere — Targets & Budgets, Costs per Unit, alert detail values and the reading-entry preview now show two decimal places instead of four.

Export Email Templates

???? Export Email Templates — Added an export toolbar at the top of the Email Templates page. With one click, authorized staff can download a complete copy of every email template — its content along with its subject, sender name, sender address, plain-text option, and active status — for review and documentation. Choose an Excel workbook (one row per template), a single print-ready HTML report grouped by category, or a ZIP bundle with one file per template plus a manifest. Every export is recorded in the activity log.

Improved

Improved — Date and time fields on the request form now display correctly on Apple Safari (Mac and iPhone) browsers.

Organizational hierarchy with history

???? Organizational hierarchy with history — Each property gains an Organization panel: configurable level titles per business group, role assignments with effective dates, and a full reassignment history. Assigning the Operations Manager there keeps the profile, work-order routing and roll-ups in step automatically.

Notifications now name the document

Notifications now name the document — Regulatory Compliance notifications now include the document's name alongside its number, so a recipient can recognise which document is involved without opening it.

Electricity demand (kW) tracking

???? Electricity demand (kW) tracking — Readings can now record the peak demand observed in the period (kW, with the time it occurred). The Performance screen gains a Peak Demand measure that shows the highest peak per period — never a sum of peaks — and targets can be set on demand so overshoots raise alerts like any other breach.

Requestor is now notified when their deviation is rejected

???? Requestor is now notified when their deviation is rejected — When a Deviation Form is rejected, the person who filed it now receives a notification (bell and email), not only the compliance team, so they know immediately that it needs their attention.

Fixed

???? Fixed — A permit request can now be saved as a draft even when the required fields are not yet filled in; the required-field checks only apply when you submit.

Property Managers now find their Deviation Forms under My Requests

???? Property Managers now find their Deviation Forms under My Requests — A Property Manager files deviations but does not approve them, so the Approval Queue is now reserved for approvers. A requestor's own Deviation Forms — including any returned for correction — now appear on the My Requests screen instead, keeping each person's worklist to the things they actually act on.

Printed Deviation Form now shows the approved colour

Printed Deviation Form now shows the approved colour — The printed Deviation Form now records the compliance colour the Regulatory Compliance Head chose at final approval, next to their sign-off, alongside the approver comments already shown.

Approver comments are now required when recommending or approving a deviation

???? Approver comments are now required when recommending or approving a deviation — The Recommended by Brand Head and Deviation Approved by RegCom Head stages can no longer be completed with the Comments box left blank, so every recommendation and approval carries the reviewer's note.

Continuous 90-day planning window

Continuous 90-day planning window — After you import a recurring annual maintenance plan, the system keeps creating the next work orders so you always have about the next 90 calendar days scheduled (for example Daily creates one more day ahead each day; Weekly and Monthly only when the next date enters that window). Unlimited plans keep going until you set a cycle limit. The Upload screen now explains these rules with plain examples, including how Created date differs from Start date.

Filters on the Meters and Readings lists

Filters on the Meters and Readings lists — Meters can be filtered by type and status; Readings by meter, type and date range — matching the filters already available on the Exceptions screen.

No more alerts against a blank limit

???? No more alerts against a blank limit — A Target saved with an empty Upper or Lower Limit could store that blank as zero, which raised an "over the limit" alert on any usage at all (alerts showing "Target 0.00"). Blanks are now stored as truly empty, zero limits never trigger, and existing affected targets are repaired automatically.

Clearer name for the "Board/Principal Decision" reason

???? Clearer name for the "Board/Principal Decision" reason — The yellow-tagging reason previously labelled "Board's Decision" now reads "Board/Principal Decision".

Filter alerts by type

Filter alerts by type — The Exceptions screen gains an issue-type filter alongside status and severity.

Changed

???? Changed — On a Delivery permit, the Delivery Invoice is now an optional upload rather than a required one; the Packing List is still required.

Run buttons no longer freeze the page

Run buttons no longer freeze the page — "Run scan now" and "Run work-order check now" now run in the background with a live progress spinner; the page stays fully responsive during the 1–2 minute run and refreshes with the result when done.

Vehicle picker fixed for every browser

???? Vehicle picker fixed for every browser — In Fleet Fuel mode the Vehicle list now removes non-vehicle equipment outright; some browsers previously kept showing the full list. On the Targets form, the Vehicle / Equipment selector now groups entries by kind so choosing the right one is clearer.

Task Type restrictions on existing work orders

???? Task Type restrictions on existing work orders — When you edit any existing work order, the Task Type list now follows the same rules as new work orders: only Corrective Maintenance, Planned Maintenance, Self-Assessment, and Others. Types that came from conversions (such as Service Request or maintenance tickets) still appear when that work order is linked to those records.

Filters on every list

Filters on every list — Equipment, Waste, Refrigerant, Non-Metered, Properties and Alerts gain the same column filters already on Meters, Readings and Exceptions (type, property, status and date range where applicable). The Targets bulk-import template now also accepts a vehicle/equipment column for per-vehicle targets.

New

???? New — The My Permits, Approvals Queue and Financial Clearance lists now show the date each request was created.

Changed

???? Changed — A round of Defective Asset Management refinements from UAT: (1) flagging equipment defective from a work order now creates only the single Defective Asset record — the extra inspection work order is no longer added; (2) that Defective Asset record now shows the originating work order as its Source, and searching the originating work order number brings it up in the Work Orders list; (3) the condition history now has a View link that opens the originating daily monitoring submission (with its attachments) or the related work order; (4) a new Nothing-to-Declare Log lists every daily monitoring submission where nothing was declared, with who submitted it and when; (5) fixed an Access Denied error when deactivating a defect category (and when decommissioning an asset); (6) the Options button on the Defective Assets page is now clearly labelled Export List.

Password Reset E-mail

???? Password Reset E-mail — Administrators can now send a team member a secure "Set your password" e-mail directly from the member's profile. The member clicks a one-time link and creates their own password, so administrators no longer need to share temporary passwords through outside chat apps.