Changelog

Follow all system updates and improvements

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July 2026

Property access limits now also apply to Meters and Equipment

???? Property access limits now also apply to Meters and Equipment — When staff are limited to certain properties, the Meters and Equipment lists now respect that limit like every other screen already did. An overdue alert can now be acknowledged (it stays flagged as overdue). Work orders for a property with no Operations Manager now go to that property’s own Property Manager. The Export menu only appears for staff who may export. Exported spreadsheets now open safely in Excel.

Ask the assistant about defective equipment

???? Ask the assistant about defective equipment — The assistant is now available on the Defective Assets screen and the Nothing-to-Declare Log. It opens with a read of what's defective right now — how long the worst has been down, the pattern by equipment type, safety-critical activity, and anything flagged defective with no repair task open — and you can then ask follow-up questions in plain language ("what's been down more than a week?", "what did the encoder report yesterday?"). It also answers how-to and policy questions straight from the feature's training guide, so the explanation always matches the documented rules. It is read-only: it can look things up and explain them, but it can never flag, clear or decommission equipment, and it only shows what your own permissions already allow.

Warning before deleting a recurring parent

???? Warning before deleting a recurring parent — When you delete a recurring parent work order, the system now warns that all of its child work orders will also be deleted, shows how many will be removed, and asks you to confirm before continuing. The same warning applies when mass-deleting a selection that includes recurring parents.

Saving a recurring work order no longer removes others on the same asset

???? Saving a recurring work order no longer removes others on the same asset — Creating or editing a recurring work order linked to an asset no longer automatically deletes other less-frequent recurring work orders on that same asset. Daily, weekly, and monthly plans can safely coexist.

Improved

Improved — The in-product training guide for this feature has been brought fully up to date with every recent change, with fresh screenshots of each screen. It now covers reviewing a submitted report, attaching several files, searching the asset picker by name or equipment number, the Export List button, retiring a defect category safely, and the rule that a work order on equipment cannot be closed until the defect question is answered. An AI assistant is also now available on the Defective Assets screen and the Nothing-to-Declare Log — ask it what's defective, what has no repair scheduled, or how something works, and it answers from this same guide. It is read-only and never changes an asset's condition.

Improved

Improved — On printed work orders for reactive, corrective, and proactive maintenance, findings, action taken, and parts used now appear together under Scope of Work / Checklist, and recommendations keep their description and parts list in the same block, with Safety Requirements between those two sections.

New

???? New — Printed work orders for reactive, corrective, and proactive maintenance now include a Safety Requirements section (permits and PPE) between the checklist and recommendations, matching the space already available on preventive work orders.

Improved

Improved — When you select an SLA on a task, the due date is filled automatically from the start date plus the SLA completion time. Clearing the SLA leaves the due date unchanged.

Data Dump

???? Data Dump — Administrators can now download a complete copy of an account's locations, assets, tickets and tasks as a single spreadsheet, with one tab per data set, ready to hand to a customer whose account is being closed.

Improved

Improved — On printed work orders for reactive, corrective, and proactive maintenance, findings, action taken, and parts used now appear together under Scope of Work / Checklist, and recommendations keep their description and parts list in the same block, with Safety Requirements between those two sections.

New

???? New — Printed work orders for reactive, corrective, and proactive maintenance now include a Safety Requirements section (permits and PPE) between the checklist and recommendations, matching the space already available on preventive work orders.

Improved

Improved — When you select an SLA on a task, the due date is filled automatically from the start date plus the SLA completion time. Clearing the SLA leaves the due date unchanged.

Data Dump

???? Data Dump — Administrators can now download a complete copy of an account's locations, assets, tickets and tasks as a single spreadsheet, with one tab per data set, ready to hand to a customer whose account is being closed.

Improved

Improved — On printed work orders for reactive, corrective, and proactive maintenance, findings, action taken, and parts used now appear together under Scope of Work / Checklist, and recommendations keep their description and parts list in the same block, with Safety Requirements between those two sections.

New

???? New — Printed work orders for reactive, corrective, and proactive maintenance now include a Safety Requirements section (permits and PPE) between the checklist and recommendations, matching the space already available on preventive work orders.

Improved

Improved — When you select an SLA on a task, the due date is filled automatically from the start date plus the SLA completion time. Clearing the SLA leaves the due date unchanged.

Data Dump

???? Data Dump — Administrators can now download a complete copy of an account's locations, assets, tickets and tasks as a single spreadsheet, with one tab per data set, ready to hand to a customer whose account is being closed.

Language

???? Language — Success and error messages on parcel screens (pickup, register, list, settings, and exports) now follow the selected system language instead of always appearing in Portuguese.

Language

Language — Permission form alerts and visit-date validation tips now follow the selected system language instead of always appearing in Portuguese.

Language

???? Language — Auto-fill and import messages on the document form now follow the selected system language instead of always appearing in Portuguese.

The "Active" option was removed from the Change Request

⚠️ The "Active" option was removed from the Change Request — Requesting a status change now covers deactivation only; activating a document is handled separately.

A document can have a change request or a deviation — not both at once

???? A document can have a change request or a deviation — not both at once — While one of these is in progress on a document, the other is unavailable, with a short note explaining why when you hover over the disabled button. Any deviation already in progress can still be opened, worked and downloaded.

Authorised users can edit a document at any status again

???? Authorised users can edit a document at any status again — Staff whose role grants the "Edit Documents" permission (for example the Regulatory Compliance Head) can once more edit a document's details regardless of its current status — for instance, to update it before giving final approval on a deviation. Previously they were blocked unless the document was still For Review.

Fixed

???? Fixed — Applied the "related work orders" fix to existing records too. The previous update made new corrective work orders point back to the original work order, but records raised before it still pointed only at the one immediately before them — so searching the original work order number showed just the first. A one-time correction now re-links every existing chain to its original work order, so a single search on that number brings up all related work orders, however many rounds of corrective work followed.

Language

???? Language — Success and error messages on parcel screens (pickup, register, list, settings, and exports) now follow the selected system language instead of always appearing in Portuguese.

Language

Language — Permission form alerts and visit-date validation tips now follow the selected system language instead of always appearing in Portuguese.

Language

???? Language — Auto-fill and import messages on the document form now follow the selected system language instead of always appearing in Portuguese.

The "Active" option was removed from the Change Request

⚠️ The "Active" option was removed from the Change Request — Requesting a status change now covers deactivation only; activating a document is handled separately.

A document can have a change request or a deviation — not both at once

???? A document can have a change request or a deviation — not both at once — While one of these is in progress on a document, the other is unavailable, with a short note explaining why when you hover over the disabled button. Any deviation already in progress can still be opened, worked and downloaded.

Authorised users can edit a document at any status again

???? Authorised users can edit a document at any status again — Staff whose role grants the "Edit Documents" permission (for example the Regulatory Compliance Head) can once more edit a document's details regardless of its current status — for instance, to update it before giving final approval on a deviation. Previously they were blocked unless the document was still For Review.

Fixed

???? Fixed — Applied the "related work orders" fix to existing records too. The previous update made new corrective work orders point back to the original work order, but records raised before it still pointed only at the one immediately before them — so searching the original work order number showed just the first. A one-time correction now re-links every existing chain to its original work order, so a single search on that number brings up all related work orders, however many rounds of corrective work followed.

Language

???? Language — Success and error messages on parcel screens (pickup, register, list, settings, and exports) now follow the selected system language instead of always appearing in Portuguese.

Fixed

???? Fixed — Resolved an error that could occur when changing a task's status, which was preventing the update from completing. Status changes now save correctly.

Work order prints the consumables entered on the task

Work order prints the consumables entered on the task — The "Parts, Materials, and Consumables Used" section of the work order is now filled from the materials entered on the task instead of being left blank to write in by hand. Only the rows that were filled in are printed, and if none were entered the work order prints "No consumables used". This applies to every type of work order.

Materials Used shows under the description and prints on the work order

???? Materials Used shows under the description and prints on the work order — The editable table (such as "Materials Used") now appears directly under the task's Description, and the items entered there now print on the work order in the "Parts, Materials, and Consumables Used" section, on every type of work order. Only the rows that were filled in are printed, and if nothing was entered the work order prints "No consumables used".

Improved

Improved — Custom table fields on a work order (such as parts and materials used) can now be filled in directly on the task screen, between the description and the checklist, without opening the full edit form.

Improved

Improved — The printed work order Location Details section now follows the same location level names and order configured under Assets → Location Levels (for example Building, Floor, Department, Room), including when those levels are renamed or reordered.

Improved

Improved — Location hierarchy now follows the Location Levels configuration more consistently across the platform, including depth beyond four levels when configured.

Fixed

???? Fixed — Changing a task status from the list dropdown now shows the success message again after the status is updated.

Improved

Improved — Table fields that can be edited from the work order screen (such as Materials Used) now appear between the description and the checklist, so parts and materials are easier to find while working on a task.

Fixed

???? Fixed — Resolved an error that could occur when changing a task's status, which was preventing the update from completing. Status changes now save correctly.

Work order prints the consumables entered on the task

Work order prints the consumables entered on the task — The "Parts, Materials, and Consumables Used" section of the work order is now filled from the materials entered on the task instead of being left blank to write in by hand. Only the rows that were filled in are printed, and if none were entered the work order prints "No consumables used". This applies to every type of work order.

Materials Used shows under the description and prints on the work order

???? Materials Used shows under the description and prints on the work order — The editable table (such as "Materials Used") now appears directly under the task's Description, and the items entered there now print on the work order in the "Parts, Materials, and Consumables Used" section, on every type of work order. Only the rows that were filled in are printed, and if nothing was entered the work order prints "No consumables used".

Improved

Improved — Custom table fields on a work order (such as parts and materials used) can now be filled in directly on the task screen, between the description and the checklist, without opening the full edit form.

Improved

Improved — The printed work order Location Details section now follows the same location level names and order configured under Assets → Location Levels (for example Building, Floor, Department, Room), including when those levels are renamed or reordered.

Improved

Improved — Location hierarchy now follows the Location Levels configuration more consistently across the platform, including depth beyond four levels when configured.

Fixed

???? Fixed — Changing a task status from the list dropdown now shows the success message again after the status is updated.

Improved

Improved — Table fields that can be edited from the work order screen (such as Materials Used) now appear between the description and the checklist, so parts and materials are easier to find while working on a task.

Work order prints the consumables entered on the task

Work order prints the consumables entered on the task — The "Parts, Materials, and Consumables Used" section of the work order is now filled from the materials entered on the task instead of being left blank to write in by hand. Only the rows that were filled in are printed, and if none were entered the work order prints "No consumables used". This applies to every type of work order.

Materials Used shows under the description and prints on the work order

???? Materials Used shows under the description and prints on the work order — The editable table (such as "Materials Used") now appears directly under the task's Description, and the items entered there now print on the work order in the "Parts, Materials, and Consumables Used" section, on every type of work order. Only the rows that were filled in are printed, and if nothing was entered the work order prints "No consumables used".