Version: RR 6.0
New Features and Enhancements:
Module | RDS # | Description |
|---|---|---|
| RR-4978/RR-5045 | New Custom Forms feature
Allows administrators to configure custom forms to capture specific details on properties such as contracts, rent roll, policies & procedures, insurance COPE attributes...etc. Easily view data captured on specific dates for historical reference and run extracts for reporting. From the administration menu, select System >> Custom Forms and Add or edit an existing form:
Add a form name, select "Date Sensitive" to view data captured on specific dates and the record type. Multiple records allow you to maintain more than one instance of the form. Add the form fields and select the field type:
Next - select the "Security Tab" to specify which roles and/or users can view the form, edit the form and extract the data. If none selected, then these options will be available to all roles who have access to property details.
Once complete, you can access your custom forms from the property information screen: From the Property List Screen select the Information Icon
Then select the Menu to the right for the list of forms.
From the form screen, select "Edit" button at the bottom of the screen to add / edit values.
Use the Attachments tab to add relevant documents, Tasks tab to create a task for yourself or another team member and Comments for adding any additional comments about the form details then save the form. If the "Date Sensitive" option was selected when creating the form, you will see an "Effective Date" field in the form. You can input a previous date to view the data that was captured on that date for historical reference. Use the menu to the right of the form title to extract the form data to a .csv and "Notifications" option to designate roles and users to be notified of any new comments or record updates. For Multiple Record Forms: Individual instances of the form can be added from the bottom right. All records will be available from the form list screen.
| |
| Environmental | RR-5624px205 | Environmental Reports/Assessments "next Assessment date" and Unique reference - sorted by next assessment date, oldest first |
| Environmental | RR-5133 | Field changes in Assessment Dashboard: Expiry Date = Report Date Schedule Date = Next Assessment Modify Schedule (Menu item) = Assessment Schedule |
| Surveys | RR-5163 | New quick actions menu for tasks in Surveys / wizard mode |
| Surveys | RR-5161 | New question search option on Surveys in wizard mode |
| Dashboards | RR-5189 | Enhancements to Inspections / Checklist dashboard |
| Dashboards | RR-5224 | Survey Dashboard Compliance Drill Down |
| Dashboards | RR-4922 | Drilldown for inspections from Portfolio Summary Dashboard - to the specific inspection on inspections db |
| Tasks | RR-5112 | Tasks workflow Tab: Add Comments option |
| Tasks | RR-5041 | Add Inspections / Checklist menu item |
| RR-5237 | Auto task on questionnaire options | |
| RR-5246 | Tasks survey option | |
| RR-5250 | Property type is now updating to reflect corresponding building type as provided in the SAP nightly import | |
| RR-5236/RR-5235 | "User Access Configuration" will now be known as "Site Team" for clarification and the "Owners" section has been moved to it's own menu item from the Property Information Page / Dashboard. | |
| RR-4763 | Waste Chart on Portfolio Dashboard updated to show total waste shipped (tonnage) for each year represented. | |
| Mobile | Access inspections and surveys distinctly from the main APP menu | |
| Mobile | Instantly share tasks by email or add/review comments with new swipe options | |
| Mobile | Receive instant alert notifications on your mobile device for new task assignments and updates | |
| Mobile | Manage tasks, records, reports & messaging more intuitively with the addition of visual icons for section headers. |
Known Issues and Stability Fixes
Module | RDS # | Description |
|---|---|---|