Accruent vx Maintain 2024.12 Release Notes
We're delivering this automatic upgrade on December 3, 2024.
Associate providers with the Asset view only association
VXMAIN-28923, VXMAIN-29060
The new Asset view only association allows you to associate providers to view assets without listing them as options when creating a new work order, ensuring better control over work order assignments while still granting visibility to relevant assets. You can also import the Asset view only association in Provider Associations Viewer, streamlining the management of provider associations and enhancing operational efficiency.
Remove indicated PPM assets from work orders
VXMAIN-29272, VXMAIN-29271
Easily remove PPM assets from work orders if they don't require maintenance. In both Mobile and WorkSpace, select a removal reason, which saves to the asset history and triggers review. This feature ensures accurate scheduling and tracking of work orders, with administrator configuration required.
Improvements and issues fixed
|
Component |
Summary |
Reference # |
|---|---|---|
|
Admin, Title types |
Newly created and existing partner job title types now appear in Admin > Title Types and are available for assignments. |
VXMAIN-29455 |
|
Admin, Work permits |
The Work Permit Settings page now uses the smart table format. The Additional Prompts section correctly saves and displays when you enable the Display prompt(s) on no permit required option. |
VXMAIN-29686 |
|
Admin |
When adding a new asset category or department, a window now guides you to associate relevant Site Types and Work Order Constraints. This functionality ensures all necessary associations are completed in one step, without navigating to additional pages. |
VXMAIN-20645 |
|
EAM |
New users now see an updated End User License Agreement upon first login. |
VXMAIN-29786 |
|
Invoice |
Re-estimate values now display as expected in the Dashboard and go through the correct levels of approvals. |
VXMAIN-29421 |
|
Notifications |
When canceling a work order, the cancel reason and cancellation comments now appear on the email notifications, both on the standard and the general emails. The standard email is configured in Admin > Notifications, while the general email is automatically sent by the system when you create or cancel a work order. |
VXMAIN-27439 |
|
Notifications |
When you add log notes in work orders, you can now choose whether to include them in the work order history. Configure notifications in Admin > Notifications to notify relevant users of new notes. |
VXMAIN-29357 |
|
Sites |
The Refrigerant Systems Status now includes columns for you to identify preferred providers and systems with automatic leak detection equipment. |
VXERM-1123 |
|
Sites |
View event history for deleted refrigerant systems in Sites > Refrigerant System Status, including status changes before and after deletion. |
VXERM-1132 |
|
Smart tables |
These pages now use the smart table format:
|
VXMAIN-26891 VXMAIN-26886 VXMAIN-27530 VXMAIN-27529 VXMAIN-26907 |
|
Work order |
Email notifications for work order Pend site review and Service complete status changes now generate as expected. |
VXMAIN-29691 |
|
Work order |
Automatic work order tagging is now available upon status changes, ensuring consistent tagging without manual input. This feature enhances reporting and helps you track events and flag important jobs. Configure your rules in Work Order Tagging Rules. |
VXMAIN-29737 |
| Work order administration |
You can now update the compliance status of multiple work orders with the new import template. |
VXMAIN-29442 |
| Work order administration |
Bulk assign work orders from Pending and Pending Accept to Assigned status, streamlining reassignment and reducing manual effort. |
VXMAIN-29732 |
|
Work order creation |
The priority now updates automatically when changing the problem type of work orders in both WorkSpace and Mobile, ensuring the priority follows the configuration set in EAM Work Order Life Cycle Settings. |
VXMAIN-29630 |
|
Work orders, Mobile |
We improved the Job complete and Additional work required pages in Mobile to avoid confusion when selecting Yes and No options. |
VXMAIN-29624 |
|
Work order rules |
User Approval Rules now include Work Order Billing Type as a rule criteria option for Invoice approvals, supporting more specific approval configurations. |
VXMAIN-27386 |
