Accruent Observe 2024.05 Release Notes

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

Utility bills: Ensure proper currency exchange rates on utility bills with new defaults in place.
Call Escalation Matrix: Unanswered or rejected calls now always escalate to the next phone number.
Call Escalation Matrix: Speed call escalation management by editing escalation trees in bulk.
Mobile Dashboard: Click shields on tiles still loading data safeguards against loading errors.

Utility bills now use default currency

VXOB-8489

Utility bills uploaded without a currency exchange rate now default to the HQ currency, ensuring the correct exchange rate is applied. Any sites set up with a conversion will be converted as expected when rolling the data up.

Phone escalation handling ensures answered calls

VXOB-8456

We updated phone call handling in our Call Escalation Matrix, ensuring unanswered or rejected calls are escalated to the next phone number. Only an answered/acknowledged call ends the escalation.

Edit call escalation trees in bulk

VXOB-8312

You can now add, update, and remove call escalation trees in bulk rather than one at a time in the Call Escalation Matrix.

Click shields on dashboard tiles prevent loading errors

VXOB-8439

Dashboards now prevent you from clicking tiles for which data is still loading, avoiding disruption to the data loading properly.

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 #
Site Layout	When you open a site layout, the erroneous controller not mapped message no longer appears, and the interface scaling has been adjusted to ensure all navigation tabs are accessible for interaction.	VXOB-8368
Mobile	You can now load the Executive Dashboard and add the Site Cost by Area tile without encountering any data errors, ensuring a smooth and accurate dashboard configuration process.	VXOB-8379
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