Accruent vx Maintain 2024.05 Release Notes

We're delivering this automatic upgrade on May 20, 2024, with these highlights:

PPM Assets: Quickly scan assets into PPM work orders via QR code.
Smart tables: Copy values in a smart table to your clipboard with a single click using the new clipboard button.
PPM Builder: Only show appropriate asset categories/subcategories to add a preventive maintenance schedule.
Click menu: Navigate menus based on your preference, using either the new click-through or hover-and-open functionality.

Scan assets into PPMs on Mobile

VXMAIN-28734

You can now scan assets into the PPM Asset section on Mobile, allowing technicians in the field to add assets to a PPM work order via QR code without having to enter asset info manually.

Copy values with a single click

VXMAIN-28489

Smart tables now include a clipboard button next to cell values, allowing you to copy the values to your clipboard more easily. We added the same clipboard at the top of the Work Order Summary to copy the work order number.

Narrow PPM assets by category in the PPM Builder

VXMAIN-28736

You can now narrow down the list of assets people can add to a PPM work order via the PPM Builder by setting the asset categories/subcategories allowed. This makes it easier to find appropriate assets when including multiple assets on PPMs.

Turn on click menus based on preference

VXMAIN-28427

You can now opt to click through menus to open child pages instead of hovering over a menu selection. The menu includes arrows at the end of each menu item with a child page. Click the arrow to display the child page.

System History Table upgraded to Smart Table

VXERM-1089

The System History table has been converted to a smart table, featuring dropdown filters for Leak Status and Event Type, and direct links from the system detail page. Deleted events are hidden, and the table now includes a UOM field for both Amount Added and Amount Recovered, with the UOM column separated for clarity. Event and Work Order numbers are linked for quick access to details, and the Leak Rate field displays as a numerical value with a percentage symbol. All standard exporting options remain available.

Refrigerant Leak Query revised in Work Orders

VXERM-1095

The question Was a refrigerant leak found during this work order? now includes enhanced leak reporting, with unchanged follow-up actions. You can log Repair Attempted events without cylinder data.

Improvements and issues fixed

Component	Summary	Reference #
Quotes & Estimates	The correct work order status displays, indicating that the work order is paused during estimate approvals.	VXMAIN-27678
Assets	The importer now enforces floor level limitations for your site when you import assets, ensuring compliance with site-specific constraints.	VXMAIN-27704
Sites	The data picker now displays on top of all page elements, ensuring you have full visibility when selecting data.	VXMAIN-28252
Webservice	You can now successfully utilize JSON for API requests within the GUI and your integrations, with full functionality restored. This enhancement is implemented without affecting existing XML request and response handling.	VXMAIN-28495
Work Orders	The CIS action now records events whenever a CIS status is removed, ensuring you have a complete audit trail of status changes.	VXMAIN-28496
Work Orders	You can now reassign work orders with specified SLA dates without experiencing any issues, as the previous block has been successfully resolved.	VXMAIN-28753
Work Order Administration	Select All now functions correctly from the first use, streamlining your selection process.	VXMAIN-28900
PPM Contracts	The PPM Preview Period now correctly defaults to the template settings when left blank in the upload file, and respects the value entered when specified. This ensures accurate PPM contract settings post-import, whether you're adding new or editing existing contracts.	VXMAIN-28907
System Details	The Certificate Image upload feature is now visible and functional on the Site System form within the WorkSpace architecture, ensuring you can manage onsite documentation effectively. This control is available only when the Onsite Documentation feature is utilized.	VXERM-1050