Refined Data Application - Release Notes 5.4.2

New Portfolio Summary Dashboard provides a summarized view on portfolio performance across modules.  Selecting any section will open the corresponding Dashboard or Records list.   

Available from the main Dashboard Module dropdown or Site Menu.

Property Summary Dashboard now includes Inspections section.  Clicking this will open the Inspections list for that property. 

"Information" icon also available to view Property Details for those with permissions:

Improved Inspections / Checklists Dashboard 

When selecting the property icon from the Inspections / Checklist dashboard, one of two lists will display by property:

Adhoc Inspections (without a frequency) will display a list of active, completed and approved/submitted inspections and the total number of tasks for properties.

Scheduled Inspections that have a recurrance and expected interval, display the list of properties expected to complete the inspection and cycle periods based on the frequency.  

• A green dot is displayed for inspections completed within the expected interval 
• An orange dot indicates an inspection was started but not completed.
• A red dot indicates no inspection started / completed as expected.   
• Clicking either of the dots opens the inspection list screen for that property/building 
• Clicking the task count opens the task list for that inspection/property/building
• Changing the "Period End Date" and clicking refresh will look back 4 cycles from the date provided.

New Dashboard Filter interface makes it easy to filter data across system dashboards.  

Access the filter from the home page >> top left gear icon >> Dashbord Filter

Various filters are available including:

• Owners 
• Asset Type
• Region
• Use Portfolio
• Status 

Selecting any of these sections applies the filter to other dashboards in the system, allowing you to view each dashboard with the applied filters.

Note:  Remember to return to the Dashboard Filter screen and "Clear Filter"  when complete as a best practice!

Assessments / Inspections Dashboard has been improved:

• Link options have been updated to represent properties where specific assessments are expired or not available
• New columns added on the list screens to show available expiry date and comments 
• New extract option on the list screens 

The System Security Settings list can now be filtered by Module and User / Role to easily locate corresponding settings

Event types for the OHS Incident Report form are now configurable by an OHS Administrator from the Administration >> OHS >> Incident Event Types option:

• Click "ADD" to add a new event type
• Click an event type to indicate if Injury Details, Property Damage details, and/or Emergency Response Notifications are required when this option is selected to ensure corresponding details are provided when reporting the incident.

Injury Details Required: Selecting this will require the person entering the incident to add a record of the person(s) involved and injury details.

Emergency Response Notification:

When the "Emergency Response" checkbox is selected, the option add a notification / alert will display:

Select the "Add Emergency Response Notification" button to set an alert and recipient list for all incidents that meet this criteria to ensure these events get managed in a timely manner and the correct parties are immediately notified:

New options available for Insurance Claims:

1. Ability to create tasks for Insurance Claims from the claim record:

2. Ability to jump between an Insurance Claim and the corresponding Incident Report using the arrows indicated:

From Insurance Claim:

From Incident Report / Insurance Tab:

3. New option to filter by Incident Insurance status on corresponding Dashboard:

New option to filter Environmental Reports by Report Type on property level list screen:

Get a count of open tasks for each checklist category to easily manage and track open deficiencies.

Find profile details easily using improved design on use profile page.