Accruent vx Maintain 2023.09 Release Notes
We're delivering this automatic upgrade on September 18, 2023, with these highlights:
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Accounting rules: Automatically assign financial info to work orders when they meet specified criteria to help streamline your accounting processes
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Contracts: Keep the right people in the know about contract changes by adding notification recipients on the fly
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Geofencing: Set geofence areas for individual service providers to trigger automated functions for capturing work order history based on assigned providers
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Log note: Send log notes to the call center so they can take immediate action on a work order as needed
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Documents: Easily transfer documents from one work order to another when you link work orders, keeping important procedural or compliance information in sync between the two
Streamline work order accounting processes
VXMAIN-27292
Created based on a popular SalesForce IDEA, our new accounting rules allow you to automatically assign account codes or finance codes when work order info matches criteria you specify, such as a particular site type or problem type. This streamlines organizational and approval processes for work order accounting.
Contract notification recipients
VXMAIN-27291
You can now add notification recipients on the fly when you update a contract, letting you notify people who need to know about the contract change in addition to already-designated recipients. This applies to contract updates made via provider sites and the PPM Builder.
Set geofencing at provider level
VXMAIN-27474
You can now set geofence areas via individual service provider settings, allowing automated functions, such as recording work hours based on presence within the geofence area, to apply to work orders based on the service provider. Previously, you could only set geofence areas based on client, site, and site type.
Send log notes to the call center
VXMAIN-27736
You can now notify the call center when you add a log note to a work order, allowing the call center to take action on the work order based on the note. Your SalesForce IDEAs made this happen!
Add documents to linked work orders
VXMAIN-27568
Another SalesForce IDEA implemented! You can now include work order documents when you link one work order to another. When you select the option to include work order documents, attachable documents display, allowing you to select or clear the documents you want to include.
Improvements and issues fixed
| Component | Summary | Reference # |
|---|---|---|
|
Asset Actions |
You can now bypass pending asset actions based on client configurations for specified fields. |
VXMAIN-27579 |
|
Assets |
We resolved an issue blocking multiple client filters from allowing access to the All Assets page. |
VXMAIN-27714 |
|
Dashboard |
We resolved budget tile account code filter issues. |
VXMAIN-27368 |
| Dispatch, Partners | We added partner roles to the dispatch authorization rules. | VXMAIN-27785 |
|
Linked Work Orders |
We resolved the Open Linked WO option not picking up some assets. |
VXMAIN-27103 |
|
PPMs |
PPM NTE value are no longer required for per site contract payment types. The per site amount is consider the NTE if a contract value is not specified. |
VMXAIN-26492 |
| Reactive Activities | We added the Status column to the Reactive Activities page. | VXMAIN-27594 |
|
Reactive Work Orders |
With proper permission, you can now select the compliance category for reactive work orders. Linked work orders also inherit this value. |
VXMAIN-27580 |
|
Sites |
We added a link to site pages to open the WO Outstanding page filtered for the site. |
VXMAIN-27612 |
|
Site Documents, Mobile |
We restored user default columns on the Mobile Site Documents page. |
VXMAIN-27632 |
| Smart Tables |
We updated the following pages to use the new smart table:
|
VXMAIN- 27526 27531 26901 |
|
Subcontractor Portal |
Copying/pasting a URL from the email received from the subcontractor portal now processes as expected. |
VXMAIN-26789 |
|
System Events |
We resolved an issue blocking system creation without a proper error. Previously, the system ID was being duplicated across the entire client. Now it will only look for that same ID at the site, but in any status. |
VXERM-1043 |
| System Initialization | We updated the Initialization page to use the new smart form elements. The events now make proper use of cylinders and track them as part of the history events. | VXERM-1021 |
|
Translations |
We improved or corrected the translation of text into non-English languages for 18 pages across the product. |
VXMAIN-27480 |
|
WebService |
We updated the reassign from WebService process to apply the appropriate SLA values and the correct flags to update the work order status. |
VXMAIN-25350 |
|
WebService, Work Orders |
We updated the UpdateWOInvoices WebService to follow miscellaneous charge configurations. |
VXMAIN-27393 |
| Work Order Assets | We added a new permission to allow a user, when creating a work order, to set the work order spend's effect on the asset, when included. | VXMAIN-27599 |
|
Work Order Assets |
We resolved an issue blocking some site's work orders from being able to choose an asset at job complete. |
VXMAIN-27683 |
|
Work Order Assets |
You can now create a work order for an asset directly from its Asset Detail page by clicking Create work order. |
VXMAIN-25027 |
|
Work Orders |
We resolved NTE blocks on work orders where the comma is used as the decimal separator. |
VXMAIN-27685 |
| Work Order Scripts | We added the Causing Action column to the Work Order Scripts page. | VXMAIN-27703 |
|
Work Order Scripts |
We corrected the issue stopping the work order script filters from working on the WO Outstanding and All Work Order pages. |
VXMAIN-25112 |
|
Work Order Scripts, Mobile |
We resolved work order script filter problems on work order tiles in Mobile. |
VXMAIN-27601 |
| Work Requests | We resolved an issue blocking the Work Requests page from showing due to work order script actions. | VXMAIN-27708 |
