Changelog

Follow all system updates and improvements

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August 2026

Cancelled status for work orders

???? Cancelled status for work orders — Work orders now have a Cancelled status, available to anyone whose role grants the new Mark as Cancelled permission. Cancelling a work order that came from a ticket also cancels that ticket and the service request behind it. A cancelled work order is final: its status can no longer be changed, and it is hidden from the default list view the same way completed work is.

52 Week preferred days no longer blocked by due date

???? 52 Week preferred days no longer blocked by due date — When uploading an annual maintenance plan, preferred days such as Monday through Thursday are accepted even if the due date falls earlier in the week. Preferred days remain planning notes only and do not change start or due dates.

Improved — Report downloads can now carry headline figures and named summary tables. CSV, Excel and PDF downloads understand two new optional sections: a "Key Figures" block listing a report's headline numbers, and named summary tables (for example "Assets by Property") placed between the chart data and the row-by-row detail. Reports that do not publish these sections download exactly as they did before, so nothing changes for the existing Ticket, Preventive, Corrective and Regulatory Compliance

✨ Improved — Report downloads can now carry headline figures and named summary tables. CSV, Excel and PDF downloads understand two new optional sections: a "Key Figures" block listing a report's headline numbers, and named summary tables (for example "Assets by Property") placed between the chart data and the row-by-row detail. Reports that do not publish these sections download exactly as they did before, so nothing changes for the existing Ticket, Preventive, Corrective and Regulatory Compliance reports. The first report to use them is the new Asset Baseline report under Assets.

Fixed

???? Fixed — The Building list on the audit template screen was always empty. It now lists the buildings set up in Building Management so a template can be filed against the right one.

Safety Sweep audit templates

???? Safety Sweep audit templates — Audit templates now match the safety sweep checklists used for health and safety reviews. A template can hold several named checklists, each checklist a numbered list of items, and each item as many sample points and expected results as the check needs. Every item records whether it is an internal or external review, its audit type, specifics, how often it is checked (daily through annual, plus as-built and ISO — an item can carry more than one), and the building system it belongs to. While carrying out an audit, the Property Manager and the Auditor each record compliance separately as Yes, No or Not Applicable — with a Critical, Major or Minor rating when the answer is No — plus their own remarks and a due date per line. Each checklist closes with general remarks from both, and the audit as a whole is marked Approved, Not approved or For Review. Five ready-made checklists are included for Offices, Retail, Residential, Estates and Car Parks.

Changed

???? Changed — Preventive Maintenance work orders can only be started, edited, or have their status changed during their scheduled month unless a staff role grants permission to work outside the current month. Tasks can still be viewed at any time.

Fixed

???? Fixed — Creating a unit no longer wrongly says it already exists when the same unit number is used on a different floor of the same tower. The check now treats the same number on different floors as separate units.

Tower shows for customer-unit meters

???? Tower shows for customer-unit meters — On the Property Meters list, a meter placed in a Customer Unit now shows its Tower / Building name (newly added meters were showing a blank Tower cell).

Simpler locations everywhere, colour-coded streams, and cleaner records screens

???? Simpler locations everywhere, colour-coded streams, and cleaner records screens — Picking a location now works the same way across the module and matches the rest of the platform: choose the Location Type first, then Tower, Floor and the Area or Unit; the separate Property field is gone (the building is part of the location, and it is pre-selected when you start from a property's page). Streams are now colour-coded on the Property Meters and Consumption lists and on each reading's page, so Electricity, Water, Chilled Water, Fuel, Fleet Fuel, LPG, Waste and Refrigerant are recognisable at a glance. The Consumption list shows Stream and Category columns; new readings pre-fill today's date and time, and the Peak Demand fields appear (and are required) only for Electricity readings. Attached utility bills and waste documents can now be removed while editing. Waste Records gained the same location picker, clearer sections, and a table that shows the full location. The Towers screen now shows both sources side by side — Customer Units and Common Areas — as tabs. How many decimals value fields show is now configurable in Settings (default two, e.g. 1000.00).

New

???? NewTypes of System now cover your whole asset register. Until now Daily Equipment Monitoring recognised only five systems — Elevator, Escalator, Generator, HVAC and Water System — so anything else had to be set by hand. Every other asset now takes its Type of System straight from the asset register, so equipment such as a Molded Case Circuit Breaker is recognised as Electrical System automatically, filled in and locked just like the original five. The five keep their specialised questions (the trapped-passenger details for elevators, HVAC type, the generator electrical/mechanical split). On Manage Defect Categories an administrator can now choose whether these extra types follow the asset's Class Type (the default — for example Electrical System) or its Category (for example Normal Power System), and can give each new type its own list of specific defects — each one listed there under the same name it carries in the asset register.

Fixed

???? Fixed — Creating a unit no longer wrongly says it already exists when the same unit number is used on a different floor of the same tower. The check now treats the same number on different floors as separate units.

Tower shows for customer-unit meters

???? Tower shows for customer-unit meters — On the Property Meters list, a meter placed in a Customer Unit now shows its Tower / Building name (newly added meters were showing a blank Tower cell).

Simpler locations everywhere, colour-coded streams, and cleaner records screens

???? Simpler locations everywhere, colour-coded streams, and cleaner records screens — Picking a location now works the same way across the module and matches the rest of the platform: choose the Location Type first, then Tower, Floor and the Area or Unit; the separate Property field is gone (the building is part of the location, and it is pre-selected when you start from a property's page). Streams are now colour-coded on the Property Meters and Consumption lists and on each reading's page, so Electricity, Water, Chilled Water, Fuel, Fleet Fuel, LPG, Waste and Refrigerant are recognisable at a glance. The Consumption list shows Stream and Category columns; new readings pre-fill today's date and time, and the Peak Demand fields appear (and are required) only for Electricity readings. Attached utility bills and waste documents can now be removed while editing. Waste Records gained the same location picker, clearer sections, and a table that shows the full location. The Towers screen now shows both sources side by side — Customer Units and Common Areas — as tabs. How many decimals value fields show is now configurable in Settings (default two, e.g. 1000.00).

New

???? NewTypes of System now cover your whole asset register. Until now Daily Equipment Monitoring recognised only five systems — Elevator, Escalator, Generator, HVAC and Water System — so anything else had to be set by hand. Every other asset now takes its Type of System straight from the asset register, so equipment such as a Molded Case Circuit Breaker is recognised as Electrical System automatically, filled in and locked just like the original five. The five keep their specialised questions (the trapped-passenger details for elevators, HVAC type, the generator electrical/mechanical split). On Manage Defect Categories an administrator can now choose whether these extra types follow the asset's Class Type (the default — for example Electrical System) or its Category (for example Normal Power System), and can give each new type its own list of specific defects — each one listed there under the same name it carries in the asset register.
July 2026

Unique template codes

???? Unique template codes — When creating or editing a Scope of Work template, the code must be unique. If another template already uses that code, the save is blocked and you are asked to choose a different one.

Drag to reorder sections and options

Drag to reorder sections and options — When building or editing a Scope of Work template, you can drag sections and checklist/single-choice options into the order you want. Saving keeps that sequence everywhere the template is used on Work Orders.

Regulatory Overview count aligned, and report labels tidied

???? Regulatory Overview count aligned, and report labels tidied — The Regulatory Overview's Expired number now follows the same rule as every other screen (marked Expired and past the expiry date), so it always matches the dashboard, reports, lists and notifications; the Aging report's Expired section follows the same rule. Also fixed report tables (and the document form's category list) showing an internal code instead of the category name for categories such as Government or Operation — the proper name now always appears.

Scope of Work section order

Scope of Work section order — Scope of Work templates can now keep a saved display order for their sections and options, so Work Orders and printed task reports show fields in the sequence your team arranged. Templates that have never been reordered keep their previous order.

Scoped staff see their Towers again

???? Scoped staff see their Towers again — Staff limited to specific properties (without Global) now see those properties on the Towers list and in the Add Meter property dropdown. A background check was wiping the list while it loaded, so a correctly assigned scope could still show “No entries found.”

Export Excel download is a real Excel file again

???? Export Excel download is a real Excel file again — Choosing Excel (XLSX) on the Export screen now downloads a true spreadsheet file with the correct name, instead of always saving as a CSV regardless of the format selected.

Add Meter Save works again

???? Add Meter Save works again — Saving a new Property Meter no longer silently does nothing. An outdated check was still looking for a removed field and blocking the save with no visible message; Save now submits normally when the form is complete.

Equipment buttons follow Create, Edit and Delete

???? Equipment buttons follow Create, Edit and Delete — On the Equipment list, Add and Import now appear only for staff with Create; the pencil only for Edit; and Remove only for Delete — matching the permissions already enforced when those actions run.

Save on Add/Edit Meter now shows what is missing

???? Save on Add/Edit Meter now shows what is missing — Clicking Save with an incomplete Property Meter form no longer looks like nothing happened. The page scrolls to the first required field that still needs a value and shows a clear warning, so you can finish the form and save.

Settings permission now controls the Settings screen

???? Settings permission now controls the Settings screen — The Settings checkbox in roles now correctly governs who can open and change Energy & Sustainability settings (cost rates and efficiency targets). Staff with only Create/Edit/Delete can no longer reach that screen by URL; staff granted Settings can manage it as expected, alongside Categorization, Scopes, Export Mapping and the Activity Log.

Clearer Property Meters list, filters and totals

Clearer Property Meters list, filters and totals — The Property Meters list now shows each meter's full location at a glance — Location Type, Tower, Floor, Room, and SEU — alongside the meter's name, stream, category, measurement unit, reading frequency, status and last reading, with the meter code linking straight to its details. Filters are now grouped into Location filters (by Location Type, Tower, Floor, Room, SEU) and Meter filters (by Stream, Category, Status), and the totals at the top are grouped into overall counts (Total, Active, Inactive, Streams used) plus a per-stream breakdown of active meters. On the Add Meter form, Location Type now comes right after Property, and the spreadsheet import accepts the new location and meter details so imported meters line up with the list.

Unique Scope of Work codes

???? Unique Scope of Work codes — When creating or editing a Scope of Work, the code must be unique. If another Scope of Work already uses that code, the save is blocked and you are asked to choose a different one.

Unique template codes

???? Unique template codes — When creating or editing a Scope of Work template, the code must be unique. If another template already uses that code, the save is blocked and you are asked to choose a different one.

Drag to reorder sections and options

Drag to reorder sections and options — When building or editing a Scope of Work template, you can drag sections and checklist/single-choice options into the order you want. Saving keeps that sequence everywhere the template is used on Work Orders.

Regulatory Overview count aligned, and report labels tidied

???? Regulatory Overview count aligned, and report labels tidied — The Regulatory Overview's Expired number now follows the same rule as every other screen (marked Expired and past the expiry date), so it always matches the dashboard, reports, lists and notifications; the Aging report's Expired section follows the same rule. Also fixed report tables (and the document form's category list) showing an internal code instead of the category name for categories such as Government or Operation — the proper name now always appears.

Scope of Work section order

Scope of Work section order — Scope of Work templates can now keep a saved display order for their sections and options, so Work Orders and printed task reports show fields in the sequence your team arranged. Templates that have never been reordered keep their previous order.

Scoped staff see their Towers again

???? Scoped staff see their Towers again — Staff limited to specific properties (without Global) now see those properties on the Towers list and in the Add Meter property dropdown. A background check was wiping the list while it loaded, so a correctly assigned scope could still show “No entries found.”

Export Excel download is a real Excel file again

???? Export Excel download is a real Excel file again — Choosing Excel (XLSX) on the Export screen now downloads a true spreadsheet file with the correct name, instead of always saving as a CSV regardless of the format selected.

Add Meter Save works again

???? Add Meter Save works again — Saving a new Property Meter no longer silently does nothing. An outdated check was still looking for a removed field and blocking the save with no visible message; Save now submits normally when the form is complete.

Equipment buttons follow Create, Edit and Delete

???? Equipment buttons follow Create, Edit and Delete — On the Equipment list, Add and Import now appear only for staff with Create; the pencil only for Edit; and Remove only for Delete — matching the permissions already enforced when those actions run.

Save on Add/Edit Meter now shows what is missing

???? Save on Add/Edit Meter now shows what is missing — Clicking Save with an incomplete Property Meter form no longer looks like nothing happened. The page scrolls to the first required field that still needs a value and shows a clear warning, so you can finish the form and save.

Settings permission now controls the Settings screen

???? Settings permission now controls the Settings screen — The Settings checkbox in roles now correctly governs who can open and change Energy & Sustainability settings (cost rates and efficiency targets). Staff with only Create/Edit/Delete can no longer reach that screen by URL; staff granted Settings can manage it as expected, alongside Categorization, Scopes, Export Mapping and the Activity Log.

Clearer Property Meters list, filters and totals

Clearer Property Meters list, filters and totals — The Property Meters list now shows each meter's full location at a glance — Location Type, Tower, Floor, Room, and SEU — alongside the meter's name, stream, category, measurement unit, reading frequency, status and last reading, with the meter code linking straight to its details. Filters are now grouped into Location filters (by Location Type, Tower, Floor, Room, SEU) and Meter filters (by Stream, Category, Status), and the totals at the top are grouped into overall counts (Total, Active, Inactive, Streams used) plus a per-stream breakdown of active meters. On the Add Meter form, Location Type now comes right after Property, and the spreadsheet import accepts the new location and meter details so imported meters line up with the list.

Unique Scope of Work codes

???? Unique Scope of Work codes — When creating or editing a Scope of Work, the code must be unique. If another Scope of Work already uses that code, the save is blocked and you are asked to choose a different one.

Unique template codes

???? Unique template codes — When creating or editing a Scope of Work template, the code must be unique. If another template already uses that code, the save is blocked and you are asked to choose a different one.

Drag to reorder sections and options

Drag to reorder sections and options — When building or editing a Scope of Work template, you can drag sections and checklist/single-choice options into the order you want. Saving keeps that sequence everywhere the template is used on Work Orders.

Automatic Expiration

???? Automatic Expiration — Fixed an issue where a new parcel could be marked Expired on the same day when the expiration date was missing or invalid. New parcels now correctly use the Days for Automatic Expiration from Parcel Settings.

Admin Override now works on Change Requests

???? Admin Override now works on Change Requests — Staff with the Admin Override permission (without needing a full system administrator account) can approve, reject, or return a change request outside the normal layer rules, force-release another reviewer’s claim, and use the same override paths on deviation review. Without the permission those overrides stay blocked.

Set a proxy for another staff member on My Delegations

???? Set a proxy for another staff member on My Delegations — Staff with Configure Any Delegation now see an “on behalf of” staff picker on My Approval Delegations, can create and revoke proxies for other people, and the list shows whose approval was delegated. Without that permission the screen stays self-service only.

Full audit timeline respects its permission

???? Full audit timeline respects its permission — On a change request detail screen, staff without View Full Audit History now see only each action and when it happened. Who acted and their comments stay hidden until that permission is granted.

Create Documents can actually save a new document

???? Create Documents can actually save a new document — Staff with Create Documents could see the Submit button but received Access Denied when saving. Saving a new document now works with Create Documents alone.

Create Documents now shows the Submit button

???? Create Documents now shows the Submit button — Staff with only the Create Documents permission could open the new-document form but the Submit button was missing. Submit now appears for Create Documents as well as Edit Documents.

Notifications now follow the same Expired and Expiring rules as everywhere else

???? Notifications now follow the same Expired and Expiring rules as everywhere else — The Regulatory Notifications screen (and the expiry alerts it sends) listed every document with a past date, including closed and archived ones, so its numbers never matched the dashboard. Its Expired list now shows only documents that are both marked Expired and past their date — same as the dashboard and reports — and its Expiring list only live documents, honouring an approved Extension Date. Alerts can no longer name an archived document.

Regulatory access restored for centrally-managed roles

???? Regulatory access restored for centrally-managed roles — Fixed an issue where Regulatory Compliance permissions granted to a role in the central (Portal) administration stopped applying after the recent permissions reorganization, causing "Access Denied" for staff in those roles. Grants made centrally now always apply here, including after the role is re-saved centrally.

Add a meter straight from its property, with the right lists in each place

???? Add a meter straight from its property, with the right lists in each place — You can now add a meter directly from a property's page: open the property and use "Add Meter", and the property is filled in for you automatically. On the meter form, the location lists now come from the places you already keep this information. For a common area, the Tower, Floor and Room come from Asset Management's location list. For a customer unit, the Unit list comes from the property's own units (organised by floor). Each list still appears only when it applies.

Certificates for every course you finish, and a register of every one issued

???? Certificates for every course you finish, and a register of every one issued — Finishing a course now earns a formal certificate, issued automatically the moment the last lesson is ticked off and the closing Knowledge Check is submitted. Nobody has to request it and nobody has to approve it. The certificate carries the learner's name, the course, the result, the date, and — where a baseline was taken at the start — the evolution from the first score to the last, so it records how much somebody grew rather than only that they turned up. Each one gets its own certificate number and a verification code, and can be opened or downloaded as a print-ready page designed to be framed rather than filed. A new Certificates screen sits alongside the trails: staff see the courses they have concluded, and anybody who can already see the team's progress sees the full register — every certificate issued, who holds it, for which course, with what result and on what date — filtered by course or by date range, with totals for certificates issued, learners certified, courses covered, average result and activity in the last thirty days. A certificate is a record of a moment, so it is issued once and never rewritten: retaking a Knowledge Check afterwards to improve a score leaves the original certificate, its number and its result exactly as they were.