Changelog
Follow all system updates and improvements
Follow all system updates and improvements
???? Fixed — "Run scan now" (and the daily summary) could spin forever when email had not been set up yet. The scan no longer waits on email it cannot send: alerts still appear in the app immediately, and emails start going out automatically once email is configured under Settings.
???? Work Orders by Contact Type — On the Maintenance dashboard, the "Total Work Orders by Trade" chart no longer splits work by the old Patient / Non-Patient labels, which did not exist in this product. It now breaks each trade down by the contact type behind the work — Owner, Tenant, Co-resident, Authorized Occupant, or Non-resident. For work raised on a request the type comes from that request's contact; for maintenance raised on a piece of equipment it comes from the main contact of the unit or account the equipment belongs to. Work that can't be matched to a typed contact is grouped under "Unspecified". The same breakdown is included in the dashboard export.
???? New — When SME escalation is set to "per ticket", an "Escalate to SME" tick box now appears directly on the ticket, the work order, and the regulatory document — so an Operations Manager, Associate Director or Director can choose, case by case, whether that item also alerts the Subject-Matter Expert, without leaving the screen.
✨ Job Requests Dashboard — Assignee chart fit — The assignee workload chart now sizes to the number of rows so empty space below the bars is removed.
???? Job Requests Dashboard — Assignee chart — Unassigned service requests now appear as a single bar instead of being split across duplicates, and the assignee chart uses the standard dashboard blue.
???? Job Requests Dashboard — Analytics layout — Removed the empty gap below the trade summary by giving priority its own full-width row and stopping column stretch in the analytics grid.
✨ Improved 52-week maintenance planning horizon — When you import or maintain a recurring work order from the annual maintenance plan, the system now creates scheduled occurrences up to 90 days ahead so teams can see upcoming work in Look-Ahead and Operational Dispatch without waiting for each week to arrive.
???? Automatic overconsumption work orders — When a property goes over its weekly or monthly target by more than the allowed tolerance, the system now opens a work order automatically. Weekly overruns go to the Property Manager and monthly overruns go to the Operations Manager, so the right person is alerted to investigate without anyone having to watch the numbers. You can turn this on or off, set the tolerance, choose the work-order priority, and set how many days are allowed to complete it — all from the Targets screen.
✨ Job Requests Dashboard — Layout balance — When the building filter is hidden, the priority chart now sits in the side column so the analytics grid no longer leaves an empty gap.
✨ More refrigerant types — Added the latest refrigerant types used across the portfolio (including cold-room and freezer blends) to the pick-list, so refrigerant records can be logged accurately without waiting for support.
???? Escalate-to-SME option on a document — Escalation Control can now show an "Escalate to SME" tick box directly on a regulatory document, so the right manager can decide per document whether it also alerts the Subject-Matter Expert. It appears only when that feature's per-ticket SME mode is switched on.
???? Job Requests Dashboard — Date handling — Fixed an error that could prevent the dashboard from loading when some service requests had missing or invalid submission dates.
???? Notice & Aging dash now covers all undated work orders — Some work orders whose Start/Due dates were stored as a placeholder still showed a large number and "Expired". Any work order without a real Start/Due date now correctly shows a dash (–). (Note: work orders with genuine past-due dates still show their real overdue day counts — that is expected.)
???? Look-Ahead access control — The Look-Ahead calendar under the annual maintenance plan is now visible only to administrators or staff explicitly granted Look-Ahead access in their role. A separate Manage permission controls moving work orders between weeks on the calendar.
???? Optional required location on assets — A setting can make location mandatory before an asset is saved. You can choose which location levels must be filled (for example require Building and Floor while leaving deeper levels optional); by default all levels are required. It can be turned on or off at any time.
???? Optional required location on a request — A setting can require requesters to fill in the location before a request can be submitted. You can choose which location levels are mandatory (for example require Building and Floor while leaving deeper levels optional); by default every level is required. Each mandatory step is marked as required, and it can be turned on or off at any time.
???? Required Location (optional) — A new setting can make location mandatory when creating or editing a task, ticket, or asset, on both the staff screens and the customer request portal. You can choose exactly which location levels must be filled (for example require Building and Floor while leaving Department and Room optional); by default every level is required. It can be turned on or off at any time.
???? Optional required location on tickets — A setting can make location mandatory before a ticket is created or its settings saved. You can choose which location levels must be filled (for example require Building and Floor while leaving deeper levels optional); by default all levels are required. It can be turned on or off at any time.
???? Optional required location on assets — A setting can make location mandatory before an asset is saved. You can choose which location levels must be filled (for example require Building and Floor while leaving deeper levels optional); by default all levels are required. It can be turned on or off at any time.
???? Optional required location on a request — A setting can require requesters to fill in the location before a request can be submitted. You can choose which location levels are mandatory (for example require Building and Floor while leaving deeper levels optional); by default every level is required. Each mandatory step is marked as required, and it can be turned on or off at any time.
???? Required Location (optional) — A new setting can make location mandatory when creating or editing a task, ticket, or asset, on both the staff screens and the customer request portal. You can choose exactly which location levels must be filled (for example require Building and Floor while leaving Department and Room optional); by default every level is required. It can be turned on or off at any time.
???? Optional required location on tickets — A setting can make location mandatory before a ticket is created or its settings saved. You can choose which location levels must be filled (for example require Building and Floor while leaving deeper levels optional); by default all levels are required. It can be turned on or off at any time.
???? Optional required location on assets — A setting can make location mandatory before an asset is saved. You can choose which location levels must be filled (for example require Building and Floor while leaving deeper levels optional); by default all levels are required. It can be turned on or off at any time.
???? Optional required location on a request — A setting can require requesters to fill in the location before a request can be submitted. You can choose which location levels are mandatory (for example require Building and Floor while leaving deeper levels optional); by default every level is required. Each mandatory step is marked as required, and it can be turned on or off at any time.
???? Required Location (optional) — A new setting can make location mandatory when creating or editing a task, ticket, or asset, on both the staff screens and the customer request portal. You can choose exactly which location levels must be filled (for example require Building and Floor while leaving Department and Room optional); by default every level is required. It can be turned on or off at any time.
???? Optional required location on tickets — A setting can make location mandatory before a ticket is created or its settings saved. You can choose which location levels must be filled (for example require Building and Floor while leaving deeper levels optional); by default all levels are required. It can be turned on or off at any time.
✨ New Dashboard — Trade charts — Corrective and Preventive trade charts now group work orders by the assigned team member’s department, matching Reports Center. Patient and non-patient breakdowns use work-order area instead of missing job subcategories.
✨ Maintenance Dashboard — The work-order analytics screen is now named Maintenance Dashboard in the menu, with clearer Corrective and Preventive titles on each tab.
???? New Dashboard — Complete release — Work-order analytics with four maintenance tabs (proactive, reactive, preventive, corrective), filters by date, building, trade, location, and shift, status cards and charts for SLA, categories, and trends, preventive planned-vs-actual views, tab counts and smart default tab, contextual filters per tab, quick period shortcuts, section navigation, drill-down links to the task list, smooth tab switching without scroll jump, and a polished theme with readable tab badges and softer chart hover.
???? Job Requests Dashboard — Operations insights — Added backlog aging, monthly created vs completed trend, assignee workload, average response time by trade, and service-type breakdown when service data is available.
???? Maintenance Dashboard — Export — You can now download the Maintenance Dashboard as CSV, Excel, or PDF, including chart summaries and the matching work-order detail for your current filters and tab.
✨ Job Requests Dashboard — Cleaner layout — Improved spacing, summary card grouping, clearer filter hints, and chart badges so you can tell which views use the date filter at a glance.
???? Fixed — After changing an asset's condition from the work-order Asset Defect Check panel, the confirmation message now shows the correct status name instead of a broken placeholder.
???? New Dashboard — Trade subcategory table — Fixed an issue where the trade subcategory volume table stayed empty even when work orders were present in the selected filters.
???? New Dashboard — Two maintenance tabs — The work-order dashboard now shows only Corrective and Preventive maintenance, matching the same split used in Reports Center and the platform’s Planned Maintenance and Corrective Maintenance work order types.
???? New Dashboard — Trade filter — Fixed an issue where loading trade filter options could fail and leave dashboard widgets without data.
✨ Improved — On the Daily Equipment Monitoring form, the operational-risk and customer-impact pickers are taller and easier to read, with a short note explaining how to select more than one option at a time.
✨ Job Requests Dashboard — Layout refresh — The service-request dashboard now matches the Maintenance Dashboard look and feel, with grouped period and scope filters, quick date shortcuts, clearer summary cards, and improved empty states when no requests fall in the selected period. Invalid building filters are hidden automatically when location data is not usable.
???? Fixed — On the work-order detail page, you can now revert a mistaken "Yes" defect answer to "No" from the Asset Defect Check panel (without using the edit form). The open "Defective Asset" repair task shows clear guidance, and a warning appears if a repair is still in progress.
✨ Improved — Asset condition history, the defective-assets list, declaration detail, and the Manage Defect Categories screen now show plain-language labels instead of internal system codes.
???? Job Requests Dashboard — A new service-request dashboard shows ticket volumes by trade, priority, location, SLA compliance, and monthly trends, with filters by date, trade, and building. Work-order sections from other environments were not included — this view covers service requests only.
???? Maintenance Dashboard — Work orders by floor — Fixed an issue where the received-by-floor chart showed every work order under “Without Building” even when the linked asset had a floor or location assigned.
???? Changed — You now control which reports each role can see directly from Roles. Every report — across Tickets, Preventive, Corrective and Regulatory Compliance — now has its own show/hide permission, granted per role where you manage roles, replacing the separate "Access Profiles" screen (which has been removed). A role sees only the reports it has been granted: its landing tiles, report menus and exports all reflect exactly what it is allowed to open. Administrators continue to see every report.
✨ New Dashboard — Trade charts — Corrective and Preventive trade charts now group work orders by the assigned team member’s department, matching Reports Center. Patient and non-patient breakdowns use work-order area instead of missing job subcategories.
✨ Maintenance Dashboard — The work-order analytics screen is now named Maintenance Dashboard in the menu, with clearer Corrective and Preventive titles on each tab.
???? New Dashboard — Complete release — Work-order analytics with four maintenance tabs (proactive, reactive, preventive, corrective), filters by date, building, trade, location, and shift, status cards and charts for SLA, categories, and trends, preventive planned-vs-actual views, tab counts and smart default tab, contextual filters per tab, quick period shortcuts, section navigation, drill-down links to the task list, smooth tab switching without scroll jump, and a polished theme with readable tab badges and softer chart hover.
???? Job Requests Dashboard — Operations insights — Added backlog aging, monthly created vs completed trend, assignee workload, average response time by trade, and service-type breakdown when service data is available.
???? Maintenance Dashboard — Export — You can now download the Maintenance Dashboard as CSV, Excel, or PDF, including chart summaries and the matching work-order detail for your current filters and tab.
✨ Job Requests Dashboard — Cleaner layout — Improved spacing, summary card grouping, clearer filter hints, and chart badges so you can tell which views use the date filter at a glance.
???? Fixed — After changing an asset's condition from the work-order Asset Defect Check panel, the confirmation message now shows the correct status name instead of a broken placeholder.