Changelog

Follow all system updates and improvements

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August 2026

Iteration 7: guided imports everywhere, a rebuilt Equipment screen, and a filtering fix

Iteration 7: guided imports everywhere, a rebuilt Equipment screen, and a filtering fix — Fixed the Consumption filters: choosing a meter from the filter list now shows that meter's readings (previously the table could come back empty even though the search box found the same rows). The Refrigerant Records, Non-Metered Records, Equipment and Property Meters import pages now explain what every column expects, and the Equipment and Property Meters templates come with filled example rows, matching the Waste Records import page. Measurement Unit lists now offer only the units that suit each record: refrigerant units on refrigerant records, fuel units on non-metered records, with any unit you defined yourself still available. Equipment has been rebuilt: the list now shows Name, Linked Asset, Equipment Type, Active, Tower / Building, Floor, Area, Refrigerant, Chiller Type and Cooling Type, with grouped Location and Equipment filters; the form is grouped into Equipment Information, Equipment Location and Refrigerant Information, where choosing the linked asset fills in the name, type, tag, brand, model and serial number for you; and a read-only View screen has been added for opening an equipment record without editing it.

Predefined Replies — Merge Fields

???? Predefined Replies — Merge Fields — Fixed an issue where merge fields that were empty (like a missing contact last name) would not be replaced in the ticket reply text, leaving the raw tag visible. They are now correctly cleared out.

Predefined Replies — Merge Fields

Predefined Replies — Merge Fields — Available merge fields (for tickets, clients, and other data) are now displayed directly on the predefined reply editor screen, making it easier to personalize standard responses.

System Email Notifications Guide

???? System Email Notifications Guide — Added a guide at the top of the Email Templates page that shows when system emails are sent and who should receive them for Complaints & Concerns, Work Order Management, Regulatory Compliance, and staff password resets. Includes links to the matching Training guides and a downloadable spreadsheet of the same reference.

Product Import

???? Product Import — Fixed an issue where some Excel files caused the import to hang without finishing.

Report Warehouse Header

???? Report Warehouse Header — Fixed Stock Summary and Inventory Valuation reports so the header shows the selected warehouse name and address instead of the company name when one warehouse is filtered.

New

???? New — Added a one-click "Populate test data" tool (in the Escalation Control settings). It fills every watched area — customer tickets, work orders, defective equipment, regulatory documents and permits — with sample items set to every aging point, so you can try the whole escalation flow end to end, then remove it all with one click. For testing environments.

Changed

???? Changed — The Escalation Control "Data Sources & Settings" screen now lives under Setup → Settings, as its own tab, alongside the platform's other settings. The sidebar shortcut still opens it.

Fixed

???? Fixed — The calendar picker now opens reliably on newly added checklist lines, and the audit type suggested on new checklist items follows the template's audit type in every case.

Fixed

???? Fixed — On environments that had never received the earlier database changes, the automatic update could stop before finishing, leaving the template screens unavailable. The update steps now always run in order.

Improved

Improved — Checklists inside an audit template are now split into Documents and Walkthrough types, matching the two halves of the safety sweep. Walkthrough checklists carry their own fields: item number, floor, room and what to look for.

Changed

???? Changed — The compliance columns, remarks and due dates on a template are no longer read-only previews: they can be filled in while building the template and become the starting answers when the audit is carried out. The item number field now accepts numbers only, and the due date is picked from a calendar instead of typed.

Fixed

???? Fixed — Creating a template and running a scheduled audit no longer fail with an error on environments where the latest database changes had not been applied; the module now applies them automatically.

Portal compatibility

???? Portal compatibility — Fixed a crash that could occur when Testing & Commissioning ran together with the client portal theme.

New

???? New — Scheduled Email Reports can include CC and CCO (hidden copy) addresses for each Daily, Weekly, Monthly, and Quarterly report.

New

???? New — Scheduled Email Reports can include CC and CCO (hidden copy) addresses for each Daily, Weekly, Monthly, and Quarterly report.

New

???? New — Scheduled Email Reports can include CC and CCO (hidden copy) addresses for each Daily, Weekly, Monthly, and Quarterly report.

Retest fixes

???? Retest fixes — The Red (Rejected) tag was invisible on the Documents list (its text was rendered white on white) and now shows in a deeper red, distinct from Red (Expired), with a proper name on the settings screen. A document sent for review now correctly stays White (Newly Uploaded) instead of turning Orange - the saved colour rules are aligned with the agreed workflow, and remain editable in Settings. A change request now lists the permit names of the documents it covers, one per line, instead of their document types. And the "awaiting validation" notification now names the permit it refers to, so recipients can tell which document needs them.

Retest fixes

???? Retest fixes — The Red (Rejected) tag was invisible on the Documents list (its text was rendered white on white) and now shows in a deeper red, distinct from Red (Expired), with a proper name on the settings screen. A document sent for review now correctly stays White (Newly Uploaded) instead of turning Orange - the saved colour rules are aligned with the agreed workflow, and remain editable in Settings. A change request now lists the permit names of the documents it covers, one per line, instead of their document types. And the "awaiting validation" notification now names the permit it refers to, so recipients can tell which document needs them.

New

???? New — Custom task reports have a new Consumables column that lists the parts recorded in the itemized table on each work order, showing the quantity, unit of measurement, and description of every line together in one cell. It sits alongside the existing Material Used column, which keeps showing the written answer from the Scope of Work form, so you can include either one or both. The new column also carries through to the Excel, CSV, and PDF exports.

Fixed

???? Fixed — Custom task reports now show Building, Department, Floor, and Room from the work order location, so those columns are filled on screen and in Excel, CSV, and PDF exports instead of blank dashes.

Improved

Improved — Custom report results now show in a paginated table, so long result lists no longer stretch the page. You can browse page by page, change how many rows appear at once, search within the results, and sort by column.

Changed

???? Changed — The parts table on work orders is now called Consumables. It previously carried the same name as the Materials Used question that many Scope of Work forms already include, which made the two impossible to tell apart on the work order screen and when picking columns for a report. The table works exactly as before and everything already recorded in it is preserved.

Improved

Improved — The Consumables column on the Tasks list now reads as plain text, showing each part with its quantity and unit of measurement on a single line, and keeps that wording when the list is exported.

New

???? New — Custom task reports have a new Consumables column that lists the parts recorded in the itemized table on each work order, showing the quantity, unit of measurement, and description of every line together in one cell. It sits alongside the existing Material Used column, which keeps showing the written answer from the Scope of Work form, so you can include either one or both. The new column also carries through to the Excel, CSV, and PDF exports.

Fixed

???? Fixed — Custom task reports now show Building, Department, Floor, and Room from the work order location, so those columns are filled on screen and in Excel, CSV, and PDF exports instead of blank dashes.

Improved

Improved — Custom report results now show in a paginated table, so long result lists no longer stretch the page. You can browse page by page, change how many rows appear at once, search within the results, and sort by column.

Changed

???? Changed — The parts table on work orders is now called Consumables. It previously carried the same name as the Materials Used question that many Scope of Work forms already include, which made the two impossible to tell apart on the work order screen and when picking columns for a report. The table works exactly as before and everything already recorded in it is preserved.

Improved

Improved — The Consumables column on the Tasks list now reads as plain text, showing each part with its quantity and unit of measurement on a single line, and keeps that wording when the list is exported.

New

???? New — Custom task reports have a new Consumables column that lists the parts recorded in the itemized table on each work order, showing the quantity, unit of measurement, and description of every line together in one cell. It sits alongside the existing Material Used column, which keeps showing the written answer from the Scope of Work form, so you can include either one or both. The new column also carries through to the Excel, CSV, and PDF exports.

Fixed

???? Fixed — Custom task reports now show Building, Department, Floor, and Room from the work order location, so those columns are filled on screen and in Excel, CSV, and PDF exports instead of blank dashes.

Improved

Improved — Custom report results now show in a paginated table, so long result lists no longer stretch the page. You can browse page by page, change how many rows appear at once, search within the results, and sort by column.

Changed

???? Changed — The parts table on work orders is now called Consumables. It previously carried the same name as the Materials Used question that many Scope of Work forms already include, which made the two impossible to tell apart on the work order screen and when picking columns for a report. The table works exactly as before and everything already recorded in it is preserved.

Improved

Improved — The Consumables column on the Tasks list now reads as plain text, showing each part with its quantity and unit of measurement on a single line, and keeps that wording when the list is exported.

Red - Rejected is now its own compliance status

???? Red - Rejected is now its own compliance status — A document rejected during its first review is tagged Red - Rejected, separate from Red - Expired. Both appear in red because no further colour is available, and they are told apart by their label, filtered separately, and counted separately on the dashboard and the board. Documents already on record keep the colour they have today.

A document sent for review now reads Pending RegCom

???? A document sent for review now reads Pending RegCom — Tagging a newly uploaded document for review used to display it as Valid before anyone had checked it. It now reads Pending RegCom, and the holders of the RegCom validation permission are notified at that moment that a document is awaiting them. Rejecting sets Rejected / Red - Rejected; returning sets Returned / White so the Property Manager can correct and resubmit.

Compliant now means validated as well as Green

???? Compliant now means validated as well as Green — The Compliant report, the Compliant card, the Compliance Rate, the Green column on the board and the Valid-by-Category and Valid-by-Department charts all count only documents that are Green and have completed validation. A document merely sent for review no longer counts as compliant, so the Compliant figure is lower than before and every screen showing it agrees.

Permit Name and Document Type columns interchanged

???? Permit Name and Document Type columns interchanged — On the Documents list the Permit Name column (with the link that opens the document) now comes first, followed by Document Type. Sorting follows the new order.

Switches to turn notifications on and off

???? Switches to turn notifications on and off — Settings now has a master switch for all Regulatory Compliance notifications plus one switch per kind: expiring in 7 days, expiring in 30 days, expired, and approval/review alerts. These switches previously had no effect; they now genuinely control what is sent.

Pending Uploads scorecard

???? Pending Uploads scorecard — The Regulatory Reports screen shows a Pending Uploads card counting the documents required by an active document type that have not been uploaded yet, using the same basis as the Pending Uploads report.

Change request shows the permit names, one per line

Change request shows the permit names, one per line — On a change request the field that lists the documents is now labelled Permit Name, and a request covering several documents shows one permit per line instead of running them together.

More report types can be scheduled

More report types can be scheduled — The scheduled report list now matches the report cards exactly, so Awaiting Actual Documents, 3rd Party Control, Pending Review and Closed can all be scheduled. The scheduled copy of the Expired report also now uses the same Expired rule as every screen.

The Active option is hidden on Change Requests

⚠️ The Active option is hidden on Change Requests — A change request is now a deactivation request only.

Iteration 6: scoped imports, clearer waste paperwork rules, and a refrigerant record view

???? Iteration 6: scoped imports, clearer waste paperwork rules, and a refrigerant record view — On Consumption, the import page now asks for the Stream (and optionally the Meter) before the file, so rows land against the right meter — any row naming a meter that does not exist, or one from another stream, is reported with its row number instead of importing quietly. The Add and Edit Reading screens now show the meter's Meter Category as read-only information beside the reading date and time. Waste Records: the import page now explains what every column expects; Reading Inspector and Observations moved up into Reading Information; and the Waste Disposal Processing Details section now appears only when a record is set to Disposed. Its paperwork is now required for Hazardous Waste only — for other categories, such as General Solid Waste, it is optional. Refrigerant Records: the list now shows Refrigerant Type, Equipment, Activity, Quantity, Quantity Recovered and the full location (Location Type, Tower / Building, Floor, Area / Unit), with filters for each plus a date range, and a new read-only View screen for opening a record without editing it.

Clearer column names

Clearer column names — Column choices in report builders now use easier-to-read titles (for example Ticket ID, Reply ID, Contact ID, and Admin Replying) instead of system-style names.

Red - Rejected is now its own compliance status

???? Red - Rejected is now its own compliance status — A document rejected during its first review is tagged Red - Rejected, separate from Red - Expired. Both appear in red because no further colour is available, and they are told apart by their label, filtered separately, and counted separately on the dashboard and the board. Documents already on record keep the colour they have today.

A document sent for review now reads Pending RegCom

???? A document sent for review now reads Pending RegCom — Tagging a newly uploaded document for review used to display it as Valid before anyone had checked it. It now reads Pending RegCom, and the holders of the RegCom validation permission are notified at that moment that a document is awaiting them. Rejecting sets Rejected / Red - Rejected; returning sets Returned / White so the Property Manager can correct and resubmit.

Compliant now means validated as well as Green

???? Compliant now means validated as well as Green — The Compliant report, the Compliant card, the Compliance Rate, the Green column on the board and the Valid-by-Category and Valid-by-Department charts all count only documents that are Green and have completed validation. A document merely sent for review no longer counts as compliant, so the Compliant figure is lower than before and every screen showing it agrees.

Permit Name and Document Type columns interchanged

???? Permit Name and Document Type columns interchanged — On the Documents list the Permit Name column (with the link that opens the document) now comes first, followed by Document Type. Sorting follows the new order.

Switches to turn notifications on and off

???? Switches to turn notifications on and off — Settings now has a master switch for all Regulatory Compliance notifications plus one switch per kind: expiring in 7 days, expiring in 30 days, expired, and approval/review alerts. These switches previously had no effect; they now genuinely control what is sent.