Changelog
Follow all system updates and improvements
Follow all system updates and improvements
???? Overconsumption work orders now reach the right manager — A work order that was raised before a property's manager was set no longer stays unassigned. Running the work-order check now assigns any such work order to the property's Operations Manager (monthly) or Property Manager (weekly), and records it on the related alert's history and notifications. New work orders also show the assigned person's name instead of just a role.
???? Approvers can open documents from the list — Staff with Regulatory Compliance view access (including deviation approvers) can now open a document with the eye icon without being blocked, even when they do not have permission to create new documents.
✨ Deviation Form header autofill — When opening the Deviation Form on a document, Property Name and Expiry Date are now pre-filled from the document’s property, unit, asset, or site details whenever those are available.
???? Fixed — Permits now expire promptly once their validity window ends (within a few minutes), instead of waiting for the next day's check.
???? Supporting attachment required on change requests — When requesting a document status change from the Documents list, a supporting file must now be attached before the request can be submitted.
???? Overdue work orders now highlighted on every page — Overdue records are marked in red consistently across the whole list, not just on the page you happen to be viewing, and the red now appears immediately without a short delay after the list loads. Work orders that have been Completed or Closed no longer keep their red highlight.
???? Customer Accounts — The customer name in the directory now shows the corporate name for company accounts and the contact’s first and last name for individual accounts.
✨ Improved — The activity history now reads in plain English (for example "Marked Invalid", "Finance Hold", "Reassigned") instead of internal labels, and the requester is notified when their permit is marked invalid.
???? Compliance colour on Deviation approval — When the Regulatory Compliance Head approves a Deviation Form, the Green / Yellow / Orange colour selector now appears and works without needing separate compliance-colour permissions.
✨ Documents list and Kanban simplified — The Property Code column and card field were removed from the Documents list and Kanban board.
???? Changed — On a Pull-Out permit, "Pull-Out Kind" (goods or equipment) is now a required field before the request can be submitted.
???? Cleaner document view for approvers — When an approver opens a Valid document to review a Deviation Form, the read-only screen no longer shows a spurious document-type loading error.
???? New — When the Finance team puts a request On Hold, they must now enter a reason; the reason is saved and shown on the permit's activity history for audit.
???? Deviation Form works on Valid documents — Property Managers and approvers can now complete the Deviation Form from a Valid document’s view screen. The document itself stays locked for editing; only the Deviation Form steps remain available in order.
???? Overconsumption work orders now reach the right manager — A work order that was raised before a property's manager was set no longer stays unassigned. Running the work-order check now assigns any such work order to the property's Operations Manager (monthly) or Property Manager (weekly), and records it on the related alert's history and notifications. New work orders also show the assigned person's name instead of just a role.
???? Approvers can open documents from the list — Staff with Regulatory Compliance view access (including deviation approvers) can now open a document with the eye icon without being blocked, even when they do not have permission to create new documents.
✨ Deviation Form header autofill — When opening the Deviation Form on a document, Property Name and Expiry Date are now pre-filled from the document’s property, unit, asset, or site details whenever those are available.
???? Fixed — Permits now expire promptly once their validity window ends (within a few minutes), instead of waiting for the next day's check.
???? Supporting attachment required on change requests — When requesting a document status change from the Documents list, a supporting file must now be attached before the request can be submitted.
???? Overdue work orders now highlighted on every page — Overdue records are marked in red consistently across the whole list, not just on the page you happen to be viewing, and the red now appears immediately without a short delay after the list loads. Work orders that have been Completed or Closed no longer keep their red highlight.
???? Customer Accounts — The customer name in the directory now shows the corporate name for company accounts and the contact’s first and last name for individual accounts.
✨ Improved — The activity history now reads in plain English (for example "Marked Invalid", "Finance Hold", "Reassigned") instead of internal labels, and the requester is notified when their permit is marked invalid.
???? Compliance colour on Deviation approval — When the Regulatory Compliance Head approves a Deviation Form, the Green / Yellow / Orange colour selector now appears and works without needing separate compliance-colour permissions.
✨ Documents list and Kanban simplified — The Property Code column and card field were removed from the Documents list and Kanban board.
???? Changed — On a Pull-Out permit, "Pull-Out Kind" (goods or equipment) is now a required field before the request can be submitted.
???? Cleaner document view for approvers — When an approver opens a Valid document to review a Deviation Form, the read-only screen no longer shows a spurious document-type loading error.
???? New — When the Finance team puts a request On Hold, they must now enter a reason; the reason is saved and shown on the permit's activity history for audit.
???? Deviation Form works on Valid documents — Property Managers and approvers can now complete the Deviation Form from a Valid document’s view screen. The document itself stays locked for editing; only the Deviation Form steps remain available in order.
???? Tasks training guide — Added in-product training documentation for the Tasks list, filters, creating work items, and related settings.
???? Support training guide — Added in-product training documentation for the ticket list, creating tickets, working requests, and ticket settings.
???? Fixed — Accommodation screens load correctly in the admin area; the dashboard shows guest counts per building and menu links open the right screens.
???? Assets training guide — Added in-product training documentation for asset management, check-out, locations, reports, and settings.
???? Training Guide — Added a step-by-step training guide for the Dashboard in the Training Center.
???? Training Guide — Added a step-by-step training guide for Task Reports in the Training Center.
???? Requestor's Portal training guide — Added in-product training documentation for work requests, rating parameters, rating scale, ratings report, and portal settings.
???? Training Guide — Added a step-by-step training guide for Expenses in the Training Center.
???? Projects training guide — Added in-product training documentation for the project list, creating projects, and working the project workspace.
???? Knowledge Base training guide — Added in-product training documentation for articles, groups, and customer portal visibility settings.
???? Training Guide — Added a step-by-step training guide for Sales in the Training Center.
???? Training Guide — Added a step-by-step training guide for Customer Management in the Training Center.
???? Training Guide — Added a step-by-step training guide for Ticket Reports in the Training Center.
???? Reporting Studio training guide — Added in-product training documentation for PMP and CMMS report builders, archive, schedules, and settings.
???? Training Guide — Added a step-by-step training guide for Accommodation in the Training Center.
???? Leads training guide — Added in-product training documentation for the leads list, importing prospects, and converting leads to customers.
???? Training Guide — Added a step-by-step training guide for Subscriptions in the Training Center.
???? Reports training guide — Added in-product training documentation for sales, expenses, and income comparison reports.
✨ Training guides now appear in alphabetical order — The Training Center list (and the customer portal Training page) now sorts guides A–Z by title, making it easier to find a specific feature at a glance.
✨ FAQ sections now expand and collapse — In every Training guide, the Frequently Asked Questions list is now clickable: tap a question to slide the answer open, tap again to close it, with a smooth animation — so you can scan questions quickly and read only what you need.
???? Project Roadmap training guide — Added in-product training documentation for the roadmap list, per-project view, general portfolio view, and dashboard widgets.
???? FAQ accordions now open correctly in every guide — Fixed an issue where questions and answers written on consecutive lines (without a blank line between them) stayed as plain text instead of becoming clickable accordion items.