Changelog
Follow all system updates and improvements
Follow all system updates and improvements
???? Manual Financial Entry — A finance officer can now key in an account's outstanding balance and holds by hand to clear or hold the financial check when the automated lookup is unavailable.
✨ Approvals in Order Wait Their Turn — In approval chains that run step by step, a later approver now sees their step as "Waiting" until the earlier step is signed, and it becomes available automatically once it does.
???? Assign / Reassign to an Approver — Intake can now assign a submitted request to a specific approver, and reassign it later, with the reason and time recorded in the request history.
???? Delegation of Approval — An approver going away can now hand their approval authority to a colleague for a set period from a new Delegations screen; the colleague can approve in their place, and revoking the delegation takes that authority back immediately.
???? Fixed — When two people try to take the same approval lane at the same time, the second person now gets a clear message naming who already took it.
???? Permit Lifecycle — Once issued, a permit now moves on its own from Issued to Active when its validity period begins, and to Expired when it ends, so a public check always reflects whether it is currently in force.
???? View (Department) Permission — Added a granular "View (Department)" permission for tickets to replace the global department access restriction setup option. Staff can now be configured to view tickets globally, only within their assigned departments, or strictly their own tickets.
✨ Named Engineer for Hot Work — Dangerous (Hot Work) permits now name the specific engineer assigned to sign in the approval slot, instead of "any engineer".
✨ Improved — The 52 Week maintenance planner import now uses a simplified spreadsheet template with updated in-app documentation and sample file, required dates in YYYY-MM-DD format, required asset and scope of work on every row, multiple preferred days per row, automatic column mapping, a sample download built from your property records, and accepts only Excel workbooks (.xlsx).
✨ Improved — The 52 Week maintenance import now uses a simpler spreadsheet with fewer columns and required start and due dates on every row. Each row must include an existing asset and scope of work. You can list multiple preferred days on one line (for example Monday, Tuesday, and Friday). Uploads accept only Excel workbooks (.xlsx), column headers are recognized automatically, dates must be entered as YYYY-MM-DD, and the sample file is built from your property records.
???? Regulatory Compliance v1.1 — Aligns the module with the signed blueprint: clearer workflow names (For Review, Pending, Valid), a six-colour compliance palette with closed documents shown in black, the full Deviation Form with printable PDF, a single role-based approval chain (OM/AD → Brand Head → RegCom Head), automatic closing of older documents that share the same name, and rejection alerts for both deviations and documents to the compliance team.
✨ Improved — The 52 Week maintenance planner import now uses a simplified spreadsheet template with updated in-app documentation and sample file, required dates in YYYY-MM-DD format, required asset and scope of work on every row, multiple preferred days per row, automatic column mapping, a sample download built from your property records, and accepts only Excel workbooks (.xlsx).
✨ Improved — The 52 Week maintenance import now uses a simpler spreadsheet with fewer columns and required start and due dates on every row. Each row must include an existing asset and scope of work. You can list multiple preferred days on one line (for example Monday, Tuesday, and Friday). Uploads accept only Excel workbooks (.xlsx), column headers are recognized automatically, dates must be entered as YYYY-MM-DD, and the sample file is built from your property records.
???? Regulatory Compliance v1.1 — Aligns the module with the signed blueprint: clearer workflow names (For Review, Pending, Valid), a six-colour compliance palette with closed documents shown in black, the full Deviation Form with printable PDF, a single role-based approval chain (OM/AD → Brand Head → RegCom Head), automatic closing of older documents that share the same name, and rejection alerts for both deviations and documents to the compliance team.
✨ Improved — The 52 Week maintenance planner import now uses a simplified spreadsheet template with updated in-app documentation and sample file, required dates in YYYY-MM-DD format, required asset and scope of work on every row, multiple preferred days per row, automatic column mapping, a sample download built from your property records, and accepts only Excel workbooks (.xlsx).
✨ Improved — The 52 Week maintenance import now uses a simpler spreadsheet with fewer columns and required start and due dates on every row. Each row must include an existing asset and scope of work. You can list multiple preferred days on one line (for example Monday, Tuesday, and Friday). Uploads accept only Excel workbooks (.xlsx), column headers are recognized automatically, dates must be entered as YYYY-MM-DD, and the sample file is built from your property records.
???? Regulatory Compliance v1.1 — Aligns the module with the signed blueprint: clearer workflow names (For Review, Pending, Valid), a six-colour compliance palette with closed documents shown in black, the full Deviation Form with printable PDF, a single role-based approval chain (OM/AD → Brand Head → RegCom Head), automatic closing of older documents that share the same name, and rejection alerts for both deviations and documents to the compliance team.
✨ Deviation Form opens in a pop-up — The Deviation Form now opens in a pop-up dialog from a button on the document page instead of sitting open inline, keeping the page tidy. When a document is opened in view-only mode, the form opens read-only.
???? Request Email Add-ons Line — Fixed an issue where the pending approval and approved service request emails showed add-on charges under Transaction Fee instead of on their own line. The emails now include a dedicated Add-ons amount and an itemised list of each selected add-on, matching the request detail screen and the mobile app.
???? Rejection alerts — A reviewer can now reject a deviation from the document page, and the compliance team is alerted by both in-app notification and email. Document rejections now also reliably reach the compliance team — previously a rejected document could go unseen by staff.
???? Fixed — The Hierarchy screen's staff search picker was opening empty; it now lists your staff so you can search and add a person to each escalation level.
???? Booking Email Add-ons Line — Fixed an issue where the pending approval and approved amenity booking emails showed add-on charges under Transaction Fee instead of on their own line. The emails now include a dedicated Add-ons amount and an itemised list of each selected add-on, matching the booking detail screen and the mobile app.
✨ Deviation Form opens in a pop-up — The Deviation Form now opens in a pop-up dialog from a button on the document page instead of sitting open inline, keeping the page tidy. When a document is opened in view-only mode, the form opens read-only.
???? Request Email Add-ons Line — Fixed an issue where the pending approval and approved service request emails showed add-on charges under Transaction Fee instead of on their own line. The emails now include a dedicated Add-ons amount and an itemised list of each selected add-on, matching the request detail screen and the mobile app.
???? Rejection alerts — A reviewer can now reject a deviation from the document page, and the compliance team is alerted by both in-app notification and email. Document rejections now also reliably reach the compliance team — previously a rejected document could go unseen by staff.
???? Fixed — The Hierarchy screen's staff search picker was opening empty; it now lists your staff so you can search and add a person to each escalation level.
???? Booking Email Add-ons Line — Fixed an issue where the pending approval and approved amenity booking emails showed add-on charges under Transaction Fee instead of on their own line. The emails now include a dedicated Add-ons amount and an itemised list of each selected add-on, matching the booking detail screen and the mobile app.
✨ Deviation Form opens in a pop-up — The Deviation Form now opens in a pop-up dialog from a button on the document page instead of sitting open inline, keeping the page tidy. When a document is opened in view-only mode, the form opens read-only.
???? Request Email Add-ons Line — Fixed an issue where the pending approval and approved service request emails showed add-on charges under Transaction Fee instead of on their own line. The emails now include a dedicated Add-ons amount and an itemised list of each selected add-on, matching the request detail screen and the mobile app.
???? Rejection alerts — A reviewer can now reject a deviation from the document page, and the compliance team is alerted by both in-app notification and email. Document rejections now also reliably reach the compliance team — previously a rejected document could go unseen by staff.
???? Fixed — The Hierarchy screen's staff search picker was opening empty; it now lists your staff so you can search and add a person to each escalation level.
???? Booking Email Add-ons Line — Fixed an issue where the pending approval and approved amenity booking emails showed add-on charges under Transaction Fee instead of on their own line. The emails now include a dedicated Add-ons amount and an itemised list of each selected add-on, matching the booking detail screen and the mobile app.
???? Fixed — On the Hierarchy screen, the staff search picker's list was cut off inside its column and couldn't be read; it now opens as a full overlay so you can see and choose staff.
✨ Improved — The "Load sample data" option now also fills in example scheduled-run history and example regulatory/permit red flags, so a new setup can explore the Scheduled Run Log and the regulatory items on the Red Flag Report without waiting for live activity.
???? Single role-based approval chain — The document approval chain is now one global, role-based path — Approver 1 (OM/AD), Approver 2 (Brand Head), then Final Validator (RegCom Head) — and the right people are notified automatically based on the role they hold, instead of the chain being configured per document type. The approval-chain settings now show this fixed path read-only.
✨ Improved — The Red Flag Report can now also include items that are waiting on action but don't have a due date — pending amenity/service requests, parcels awaiting pickup, and visitors awaiting approval — grouped by how long they've been waiting. This overlay is off by default and can be switched on.
???? Imports never send the property notice — Made certain that owner and resident imports never send the "new property available" email — not even for people who already exist in the platform directory. The notice is now sent exclusively when the account is activated.
???? Task Type on new tasks — When creating a new task, the Task Type list now offers only Corrective Maintenance, Planned Maintenance, Self-Assessment, and Others. Types from records converted from other modules remain available when applicable.
???? New — You can now set up your escalation chain directly on the Hierarchy screen: each level (Property Manager/Owner, Operations Manager, Associate Director, Director, President, and Subject-Matter Expert) shows who is assigned, and you can add a staff member with a searchable picker or remove one — so escalations route to the right people without any behind-the-scenes setup.
???? Fixed — The escalation rules screen and the activity log now show friendly names everywhere — the rule list no longer shows internal codes, and the activity log shows the staff member's name instead of a number and a plain-English run status. The Red Flag Report is also now reliably available as a ready-to-use source in Reporting Studio on existing setups.
SLA Pass/Fail — Tasks and Tickets now show whether each completed item met its deadline (Pass), missed it (Failed), or is not yet applicable (N/A). Available as a column and as a filter on both the Tasks and Tickets screens.
✨ Improved — The Red Flag Report now names the level each item has reached (Property Manager, Director, President…) instead of a short code, and a long-standing defective item now reads "Over 90 days overdue" instead of a code.
???? Service Configuration Save — Fixed an issue where saving a service stopped working after Multiple Reservations was set to No, because a hidden quantity field was still blocking the form from submitting.
???? Clearer compliance statuses and colours — Documents now read For Review, Pending, and Valid instead of the previous wording, and a closed document's badge is now black. The compliance colour palette was tidied to six clear colours.
???? Closing older documents now matches by name — Approving a document now automatically closes older documents that share the same name (instead of the same category), so approving a renewal closes the earlier version with the same name. The match is exact (case-sensitive) and applies across the whole property.
???? Visitors List — Unit Visited — Fixed the visitors list and admin visitors list so the Unit Visited column now shows the specific unit being visited (its unit, block, and floor) instead of the resident or owner's name.
???? New Deviation Form — The Deviation Form now captures the full request: the document details (date requested, permit/document, expiry, property), the reason for the yellow tag (Developer, LGU, Board's Decision, Management, Service Providers, or Other), a written justification with evidence attachments, and four sign-off blocks for the Property Manager, Operation Manager/Brand Head, SBU Head, and MFM — including the Endorsed Yes/No decision — plus a printable PDF for the audit file.
???? Property notice no longer sent at import — Importing an owner or resident no longer sends the "new property available" email right away. Even when that person already exists in the platform directory, the notice is now held until they finish activating their account.
???? Approval roles renamed — The three Regulatory Compliance approval steps now read as OM/AD (Operations Manager / Area Director), Brand Head, and RegCom Head, matching the approved naming standard, and the approval queue shows the role at each step.
???? Fixed — Reports and logs now show friendly names instead of internal codes — for example "Work Orders", "Defective Equipment", "90 days overdue" and "Setting updated" — across the dashboard, the Red Flag Report, the activity log and spreadsheet exports, in both English and Portuguese. Also fixed the Red Flag Report not appearing in the sidebar on systems using the curated menu; it is now added automatically while still letting you move or remove it, and fixed an error that could occur when mobile push alerts were switched on.