Refined Data Application - Release Notes 5.3

Designated roles can now mark attachments as restricted in records, tasks and reports where attachments are uploaded.  

Administrators can designate the following security settings under Administration >> Security >> Security Settings:

• Roles who can mark attachments as restricted:

• Roles who can view restricted attachments:

The hamburger menu at the site level can now be pinned to stay open while navigating between modules and menu items:

The menu will remain pinned for the user-session until it is closed.  

Drag and drop functionality is now available when uploading attachments.   On screens / tabs where an attachment can be uploaded, dragging the attachment to the designated upload area will automatically add the attachment.  

HTML Editor for Property Reports has been updated to the TinyMCE editor offering a few new functions such as the ability to add images, print and switch to full screen mode.

Assessments / Inspections dashboard now has a link to any overdue tasks that are associated with the specific report type.

Use the new drag and drop functionality to create a new environmental report:

From the Environmental Reports screen simply drag and drop the report file

This will automatically open the report form with the attachment added.  Simply update the form and save.

Updates to the Environmental Landing Page:

The following enhancements have been made to the Environmental Landing Page:

• Alerts and Notifications section provides direct link to any open questionnaires (not yet approved), and any overdue or tasks and tasks due in the next 30 days. These will only display if there are open questionnaires or tasks. 
• New Environmental Records section lists all record types with a count of existing records.  Clicking the record type will jump to the record list screen.

The option is now available to select and copy multiple Environmental records to properties.

Questionnaire and survey notifications now include hyperlinks for each of the recipient's listed properties, which open directly into the questionnaire or survey for that property.

New "Task Status" option available from Questionnaire/Survey dashboard.  This option will open the list of all tasks created from that questionnaire/survey using the auto-task creation configuration.  Refer to item RR-2787 in the 5.2 Release Notes for more information on the auto-task feature.  

Checklists can now have designated roles for creating the specific checklist for the property and/or accessing and completing the checklist.

Note: if no role selected for these tasks, any role with access to the property will have these capabilities.

Administrators or approved roles can now assign an editor and/or approver for checklists.  This is a capability that previously existed only with Questionnaires / Surveys.  Now specific users can be designated to completed and approve a checklist for a certain property.   

Checklists can now be set to allow multiple instances of the checklist per site and multiple active instances by have these options enabled.  These are enabled by default.  Disabling them will allow only one instance per site and only one active instance at a time, respectively.

When questionnaires or surveys are copied, the auto-tasks configured for questions within the questionnaire/survey will also be copied.

Administration >> Questionnaires 

New option to select a location for a specific checklist / inspection category:

Questionnaire/Survey 

Questionnaires, surveys and checklists can now be multi-lingual in RDS Mobile Application.  Administrators or approved roles can now add translated categories and questions which will appear in the RDS Mobile Application based on the users language preference. 
Note: This option is not yet available for users accessing the questionnaire from the desktop application. 

 Contact your Refined Data account representative or email support@refineddata.com to request a walkthough of this feature.

Warranty checkbox now available for Inspections/Checklists. 

When enabled, all tasks created from the checklist will have warrenty option selected as by default, indicating that all tasks for this inspection/checklist are under warranty.

Checklist instance menu now has minor updates to the naming and order or available functions. 

Additional filters are now available in the View Tasks screen for checklist instances to filter tasks by category, task tag, task template, warranty (yes, no, all). 

A button is now available under Property Reports to "Copy from previous quarter".  

This button will automatically pull the Quarterly Report details from the previous quarter which can then be modified as needed. 

New Waste Record Form available to add waste date from Property >> Sustainability >> Building Performance Data >> Waste

Sustainability