Refined Data / Ops-in-a-Box Release Notes: Version 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.

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.

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.

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

Questionnaires, surveys and checklists can now be multi-lingual.  Administrators or approved roles can now add translated categories and questions which will appear based on the users language preference, selected in their profile.  

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). 

Sustainability / ESG

The following updates have been made to the Waste Screen:
Property >> Sustainability >> Building Performance Data >> Waste

• New Quantity / Cost tab to toggle between quantity and cost data
• Bulk Loose data now displayed
• When selecting a Waste Hauler, table will update with data for that hauler and the "Bulk - Loose" data row can be selected to open the Waste Record screen for that hauler.

Waste record screen includes option to add new Waste Record (see RR-3212), filter existing records and perform an extract. 

New Waste Record Form available to add waste data.    

New charts added to Energy, Water and Waste dashboards to view consumption by province:

Note: make sure to select "Consumption" for the "Chart as" option to view the chart

Hover over any of the chart bars to view data for that province. 

Sustainability / ESG

New GRESB Asset Spreadsheet is available for download from the Energy Dashboard and includes all energy data populated for all properties with active consumption for the current year to be used for GRESB submission. 

Selecting the GRESB icon beside the year will initiate the report. 

Warning:  This report can take some time to generate and it is recommended to begin running it after business hours for performance considerations.

Sustainability / ESG

Water is now available as an option for Utility Performance Validation:

Property >> Sustainability >> Building Performance Data >> Performance Data Validation

Sustainability / ESG

New Utility Sub-metering Options available for Electricity and Water to indicate if Electricity or Water is sub-metered and if so, at what penetration rate.  

Property >> Sustainability >> Sustainability Options