Accruent vx Maintain 2024.04 Release Notes

We're delivering this automatic upgrade on April 15, 2024, with these highlights:

  • Notifications: Improved asset rejection notifications alert the correct individual when an asset is rejected, benefiting both provider users and technicians.

  • Preventive maintenance: PPM Activities Tasks display in a more intuitive way. View and address current tasks easily without complex historical data.

  • Work orders: Work Order Administration now includes smart tables and updated dialog fields for a more intuitive experience.

Site Type added to Work Order History

VXMAIN-28435

Site Type information is now displayed next to the Site number in the sub header on the Approvals tab under Work Order History and also under All Work Orders History, ensuring enhanced visibility and context for work order management. If Site Type is undefined, the hyphen is removed for clarity.

Work Order Administration Smart Tables

VXMAIN-28558

Work Order Administration now includes smart tables with updated check boxes for improved consistency and a more intuitive experience. Dialogs now use Workspace form fields, with Description fields labeled as Comments. Validation remains to ensure an item is selected before performing actions.

New 4-Week Payment Frequency option for Contracts

VXMAIN-28561

Introduced a 4 Weeks (28 days) payment frequency option to Comprehensive Contract, PPM Comprehensive Contract, CPPM Comprehensive Contract forms, and PPM Builder forms, allowing for extended contract management without manual date adjustments. This option includes the same requirements as weekly and bi-weekly frequencies, with a mandatory start date.

Work Order Tag sorting consistency on Mobile

VXMAIN-28660

The sorting order for Work Order tags on Mobile now matches the Workspace order, ensuring a consistent tagging experience across platforms when selecting Tag Work Order action.

Rate Schedule

VXMAIN-28644

Enhanced the Rate Schedule form with a new Workspace design, featuring a centered modal dialog that displays all elements clearly and blocks background interaction. Edit actions now populate with existing data and include a Delete option for time blocks.

Improvements and issues fixed

Component Summary Reference #

Notifications

Notifications for rejected assets now correctly alert the last person who updated the asset, covering both provider users and technicians. This fix applies to Pending Asset Approved and Rejected triggers.

VXMAIN-25189

PPM Builder

You can now see and respond to tasks on PPM Activities, as the system properly displays current tasks and avoids historical data interference.

VXMAIN-25410

Site Assets

Resolved an issue where attempting to export site asset details resulted in an error message. Exports now initiate only after the result set is available, ensuring successful file downloads across all smart tables with zero results.

VXMAIN-28647

Site Audits

The scheduling function now accurately calculates and displays the next run date for daily site audits when you change the frequency, ensuring audits occur at the correct new intervals. The Next Run Date is also now visible on the Site Audit configuration screen.

VXMAIN-28334

Webservice

Added a default five-year limit if the work order creation data is left blank.

VXMAIN-28664

Work Orders

Corrected the problem that prevented exporting from the WO Status Overview table. You can now successfully export this data to an Excel file without encountering errors.

VXMAIN-27727