Changelog
Follow all system updates and improvements
Follow all system updates and improvements
???? Document Type Permissions — Updating a document type's active/inactive status (the on-page Activate/Deactivate switches and bulk enable/disable) is now its own role permission, so it can be granted separately — supporting segregation of duties. Permission to import document types is now controlled in the Import Center, where each import has its own permission, instead of under Building Management. Viewing the list is unaffected.
???? New — Escalation Control: staff roles for the property-management hierarchy (Property Manager / Owner, Area Manager / Operations Manager, Associate Director, Director, President, and Subject Matter Expert) are now available for administrators to assign, and every screen reads in both English and Portuguese (Brazil) without missing labels.
???? Fixed — The alert preview now displays correctly instead of showing an error; it shows the alert subject filled in with the selected item type and timing.
???? New — The behind-the-scenes services for Escalation Control are now in place: the central Escalations Dashboard, the screens that let an administrator review and edit the escalation rules and the hierarchy mapping, the preview tools that show what an escalation alert or daily summary will look like before any change is committed, a one-time catch-up utility for items already past due when the feature goes live, and the buttons recipients use to acknowledge an alert or mark it as resolved. The matching look-and-feel of these screens follows in the next update.
✨ Improved — The engine behind your aging-item alerts has been built: alerts now know when to fire, who to notify, how to avoid sending one person the same notice twice when they cover more than one role, and which items belong in your daily digest based on the properties you are responsible for. The screens that put these in front of you arrive in the next updates.
???? Changed — Corrected who is alerted when an asset or a regulatory document reaches 60 days: the President is now notified and the subject-matter expert is not, matching the agreed escalation policy for those two milestones. Other milestones are unchanged.
???? New — Escalation Control now works on its own schedule: it checks for aging items throughout the day and raises alerts automatically, and it sends one consolidated daily summary to managers and leaders at a time you choose. Alerts that can't be delivered right away are retried automatically, time-limited exceptions close themselves once they lapse, and the document-expiry alerts switch on by themselves the moment Regulatory Compliance is ready. If an email can't be sent through the usual service, it is delivered another way so nothing is missed.
✨ Amenity Description Email Merge Field — Added the amenity description as an available email merge field, allowing property managers to include the amenity profile's details in automated email notifications.
???? New — Escalation Control now reads your open work orders, defective equipment, and (when available) regulatory documents across your properties, so the right people are notified as items approach or pass their dates. A one-time historical scan makes items already past their dates visible from day one without sending out backdated alerts. If one of these areas ever changes shape behind the scenes, Escalation Control quietly skips just that part and keeps everything else running. Regulatory document alerts stay paused until that area is confirmed available.
???? New — Escalation Control screens are live: you can now see every active escalation in one place, review and edit which roles get notified for each kind of overdue item, set up your property leadership hierarchy, preview exactly what each alert or daily summary will look like before any go out, choose your daily summary preferences, and review the history of any catch-up scans of aging items. A quick "View Escalations" link also appears on the related areas so you can jump straight to what matters.
???? Service Request Time Slots — Mobile and connected apps can now request the available start times for a selected day when booking a service, using the same booking rules as the resident portal (minimum visit duration, advance notice, daily limits, and per-time-slot capacity). The list of available days for services was also aligned with those same rules.
???? Fixed — Clicking an escalation on the dashboard now opens the originating work order, asset or document in its own area, and an in-app alert now takes you straight to that item instead of back to the dashboard. The daily summary screen also now shows the dashboard link the summary email carries. Also corrected an internal file path so the feature loads reliably on all server setups.
✨ Service Description Email Merge Field — Added the service description as an available email merge field, allowing property managers to include the service profile's details in automated email notifications.
???? Fixed — The Escalation Control screens opened but did not display their information or respond to clicks; the dashboard, the escalation matrix and the other screens now load their data and work as expected.
✨ Improved — The escalation rule editor now lets you turn each level on or off and save your change, the daily summary screen remembers the send time you set, and the alert preview now shows a clear message instead of an error if a preview can't be built. The feature can also be kept up to date from the modules screen without errors.
✨ Ticket Field Access — more fields — The per-role field access editor now also covers Job Category, Job Sub-Category, Service Level Agreement, Level of Completion, Service Category, Type, and Sub-Type. Administrators can choose, for each of these fields, whether a role has No Access, Read-Only, or Read/Write access, just like every other ticket field.
???? Fixed — Resolved an issue that prevented the Escalation Control screens from opening; the screens now load correctly.
???? Navigation Visibility — Fixed an issue where the support tickets and tasks menus would not appear in the navigation bar for staff members with view-own permissions.
✨ Approval Queue Ordering — The Regulatory Compliance approval queue now sorts by "Pending Since" (oldest first) by default and behaves like the other lists in the system, so the requests waiting longest sit at the top and the queue can be searched, sorted, and paged reliably.
???? New — Added a Scheduled Run Log and an Activity Log so administrators can see when the system last checked for aging items, how much each run handled, and a timeline of escalation actions — each exportable to a spreadsheet. Escalation data is also now available as a ready-to-use source in Reporting Studio for building your own reports.
???? New — Set up the foundation for the new Escalation Control feature so the upcoming aging-item alerts, escalation routing, and daily summary digest can be enabled in the next updates. No customer-visible changes in this update.
???? Scope of Work answers preserved — Editing a Scope of Work template no longer hides previously saved answers on existing tasks and work orders.
???? Fixed — Staff with approver assignments can open the approvals queue again without an error; pending items for their role and mall now load correctly.
???? New — Automatic alerts across the escalation matrix: in-app alerts and emails now fire the moment an item crosses one of the escalation thresholds, routing to the right Property Manager / Owner, Area Manager / Operations Manager, Associate Director, Director, President, and Subject Matter Expert for that item — with built-in suppression so a person holding two roles on the same item receives one notice rather than two. A consolidated daily summary continues to go to Area Managers and above. Document-expiry alerts stay on hold until Regulatory Compliance is ready, and text-message alerts arrive in a near-term update.
???? Document Type Permissions — Updating a document type's active/inactive status (the on-page Activate/Deactivate switches and bulk enable/disable) is now its own role permission, so it can be granted separately — supporting segregation of duties. Permission to import document types is now controlled in the Import Center, where each import has its own permission, instead of under Building Management. Viewing the list is unaffected.
???? New — Escalation Control: staff roles for the property-management hierarchy (Property Manager / Owner, Area Manager / Operations Manager, Associate Director, Director, President, and Subject Matter Expert) are now available for administrators to assign, and every screen reads in both English and Portuguese (Brazil) without missing labels.
???? Fixed — The alert preview now displays correctly instead of showing an error; it shows the alert subject filled in with the selected item type and timing.
???? New — The behind-the-scenes services for Escalation Control are now in place: the central Escalations Dashboard, the screens that let an administrator review and edit the escalation rules and the hierarchy mapping, the preview tools that show what an escalation alert or daily summary will look like before any change is committed, a one-time catch-up utility for items already past due when the feature goes live, and the buttons recipients use to acknowledge an alert or mark it as resolved. The matching look-and-feel of these screens follows in the next update.
✨ Improved — The engine behind your aging-item alerts has been built: alerts now know when to fire, who to notify, how to avoid sending one person the same notice twice when they cover more than one role, and which items belong in your daily digest based on the properties you are responsible for. The screens that put these in front of you arrive in the next updates.
???? Changed — Corrected who is alerted when an asset or a regulatory document reaches 60 days: the President is now notified and the subject-matter expert is not, matching the agreed escalation policy for those two milestones. Other milestones are unchanged.
???? New — Escalation Control now works on its own schedule: it checks for aging items throughout the day and raises alerts automatically, and it sends one consolidated daily summary to managers and leaders at a time you choose. Alerts that can't be delivered right away are retried automatically, time-limited exceptions close themselves once they lapse, and the document-expiry alerts switch on by themselves the moment Regulatory Compliance is ready. If an email can't be sent through the usual service, it is delivered another way so nothing is missed.
✨ Amenity Description Email Merge Field — Added the amenity description as an available email merge field, allowing property managers to include the amenity profile's details in automated email notifications.
???? New — Escalation Control now reads your open work orders, defective equipment, and (when available) regulatory documents across your properties, so the right people are notified as items approach or pass their dates. A one-time historical scan makes items already past their dates visible from day one without sending out backdated alerts. If one of these areas ever changes shape behind the scenes, Escalation Control quietly skips just that part and keeps everything else running. Regulatory document alerts stay paused until that area is confirmed available.
???? New — Escalation Control screens are live: you can now see every active escalation in one place, review and edit which roles get notified for each kind of overdue item, set up your property leadership hierarchy, preview exactly what each alert or daily summary will look like before any go out, choose your daily summary preferences, and review the history of any catch-up scans of aging items. A quick "View Escalations" link also appears on the related areas so you can jump straight to what matters.
???? Service Request Time Slots — Mobile and connected apps can now request the available start times for a selected day when booking a service, using the same booking rules as the resident portal (minimum visit duration, advance notice, daily limits, and per-time-slot capacity). The list of available days for services was also aligned with those same rules.
???? Fixed — Clicking an escalation on the dashboard now opens the originating work order, asset or document in its own area, and an in-app alert now takes you straight to that item instead of back to the dashboard. The daily summary screen also now shows the dashboard link the summary email carries. Also corrected an internal file path so the feature loads reliably on all server setups.
✨ Service Description Email Merge Field — Added the service description as an available email merge field, allowing property managers to include the service profile's details in automated email notifications.
???? Fixed — The Escalation Control screens opened but did not display their information or respond to clicks; the dashboard, the escalation matrix and the other screens now load their data and work as expected.
✨ Improved — The escalation rule editor now lets you turn each level on or off and save your change, the daily summary screen remembers the send time you set, and the alert preview now shows a clear message instead of an error if a preview can't be built. The feature can also be kept up to date from the modules screen without errors.
✨ Ticket Field Access — more fields — The per-role field access editor now also covers Job Category, Job Sub-Category, Service Level Agreement, Level of Completion, Service Category, Type, and Sub-Type. Administrators can choose, for each of these fields, whether a role has No Access, Read-Only, or Read/Write access, just like every other ticket field.
???? Fixed — Resolved an issue that prevented the Escalation Control screens from opening; the screens now load correctly.
???? Navigation Visibility — Fixed an issue where the support tickets and tasks menus would not appear in the navigation bar for staff members with view-own permissions.
✨ Approval Queue Ordering — The Regulatory Compliance approval queue now sorts by "Pending Since" (oldest first) by default and behaves like the other lists in the system, so the requests waiting longest sit at the top and the queue can be searched, sorted, and paged reliably.
???? New — Added a Scheduled Run Log and an Activity Log so administrators can see when the system last checked for aging items, how much each run handled, and a timeline of escalation actions — each exportable to a spreadsheet. Escalation data is also now available as a ready-to-use source in Reporting Studio for building your own reports.
???? New — Set up the foundation for the new Escalation Control feature so the upcoming aging-item alerts, escalation routing, and daily summary digest can be enabled in the next updates. No customer-visible changes in this update.
???? Scope of Work answers preserved — Editing a Scope of Work template no longer hides previously saved answers on existing tasks and work orders.
???? Fixed — Staff with approver assignments can open the approvals queue again without an error; pending items for their role and mall now load correctly.
???? New — Automatic alerts across the escalation matrix: in-app alerts and emails now fire the moment an item crosses one of the escalation thresholds, routing to the right Property Manager / Owner, Area Manager / Operations Manager, Associate Director, Director, President, and Subject Matter Expert for that item — with built-in suppression so a person holding two roles on the same item receives one notice rather than two. A consolidated daily summary continues to go to Area Managers and above. Document-expiry alerts stay on hold until Regulatory Compliance is ready, and text-message alerts arrive in a near-term update.
✨ Improved — The permit request form now pre-fills your name and contact details and shows the selected mall's name, and the type-specific questions (dropdowns, dates, checkboxes, and required documents) now appear correctly for each permit type.
✨ Module Description — Improved the module description shown on the Advanced Modules screen so it clearly covers towers, visitors, parcels, and regulatory compliance.