Accruent vx Maintain 2023.12 Release Notes

We're delivering this automatic upgrade on December 4, 2023, with these highlights:

• Mobile Dashboard: Easily share Dashboard tiles with other users to keep them in the loop with data essential to your org

• Assets: Reduce time and effort in asset management by assigning critical attributes to an asset from a single page

• PPM Builder: Skip the import data spreadsheet and bulk update individual PPM site and asset values directly in the PPM Builder

Easily share Dashboard tiles with other users

VXMAIN-27845

You can now share Dashboard tiles with other users, keeping all the right people in the know about KPIs, work order lists, and other essential data. Tile sharing uses a simple workflow performed directly in the Mobile Dashboard UI.

Assign asset attributes from a single page

VXMAIN-27890

Assigning and managing asset attribute associations just got easier! You can now assign categories, subcategories, types, and manufacturers to an asset from a single page, reducing the number of clicks needed and pages visited to configure these associations. We removed the Assign Asset Attributes and Assign Attributes to Category Values pages as you can now manage these associations from the new Attribute Associations page. We also updated the parent page, Define Asset Attributes, to the new smart table.

Bulk update individual PPM site and asset values

VXMAIN-27797

You can now bulk update individual values for PPM sites and assets directly in the PPM Builder, giving you more control over PPM bulk updates without having to use the import tool. Site and asset update dialogs now update only the fields where you input a value, whereas previously all field values were applied to the selected items, even if they were left blank.

Improvements and issues fixed

Component	Summary	Reference #
Assets	The Save and Copy buttons at the bottom of the Add Asset page now work as intended.	VXMAIN-27891
Compliance PPMs	All linked work orders associated to a compliance PPM now show (and export) as intended.	VXMAIN-27806
Importer	We changed Invoice processed to Invoice process on the import template to suggest the correct terminology.	VXMAIN-27861
Invoice Approval	We added a separate permission to allow account code entry on invoice approvals. Invoices also now honor the requirement to enter account codes as intended. If you require account codes someone doesn't have permission to edit the account code value, they cannot approve the work order. For the sake of consistency, this permission defaults to the same as the capital expense permission.	VXMAIN-27453
Invoices	You can now update multi-site invoices without issue.	VXMAIN-28107
Invoices, API	The GETAPInvoices API now shows all tax breakdowns for credit values.	VXMAIN-27398
Linked Work Orders, Mobile	The Problem Type now shows as required when the category changes for a linked work order on Mobile, as intended.	VXMAIN-27879
Mobile Dashboard	Mobile dialogs now utilize more horizontal space when viewed on a desktop. We also moved the Asset Match column further to the left on the duplicate work order check dialog to make it more visible on smaller screens	VXMAIN-14240
Mobile Dashboard	You can now filter by department on work order related tiles.	VXMAIN-24360
PPMs	You can now require/not require asset condition and operational status values independently of each other. Previously, requiring one of these values on a PPM work order necessitated requiring the other.	VXMAIN-27757
Single-Sign-On	SSO users no longer receive Forgot Password messages.	VXMAIN-27710
Site Documents	We renamed the Sites > Schematics and Photos page to Site Documents to better align with the Mobile Dashboard. We also updated the page to use the new smart table and retained the ability to preview, download, and edit documents and images from the table.	VXMAIN-27965
Smart Tables	We updated the admin Dashboard Modules page to the new smart table.	VXMAIN-26758
Work Order Approval	You can now adjust asset work order costs at invoice approval. Permission is needed to access the new menu to set the effects of the work order costs on the asset. This value follows what the asset is set to at work order start. It is set to Yes by default If the permission is not used.	VXMAIN-27544
Work Order Life Cycle	We migrated EAM Work Order Life Cycle Settings to the client admin area. Permissions are needed to access and update settings.	VXMAIN-27976
Work Orders	We added a column for Service Incomplete Comments on the work order tile results table. We corrected the Service Incomplete Reason to show the proper value used on the work order for the reason.	VXMAIN-27913
Work Order Scripts	All work order scripts now display on work order history as intended. Previously, some scripts could be cut off from the page.	VXMAIN-27875
Work Order Scripts, Mobile	The work order script reason now shows in Mobile as intended.	VXMAIN-27826
Work Orders, Assets	We are now showing previous values used for asset conditions and operational statuses, providing a check to keep you from selecting values that might be out of line with an asset's history.	VXMAIN-27898
Work Orders, Importer	The work order import tool no longer includes data from inactive sites.	VXMAIN-27364
Work Orders, Mobile	The work order problem description is now required (in the UI, not the WebService) in the Mobile Dashboard even when work order scripts have been entered. The new configuration can be found on the Admin: EAM Work Order Lifecycle Settings page.	VXMAIN-26327
Work Orders, Mobile	Duplicate work order check now shows all expected duplicates on Mobile.	VXMAIN-27897
WorkSpace Dashboard	We modernized the look and feel of most WorkSpace Dashboard modules, providing a better user experience.	VXMAIN-26306