Refined Data Application - Release Notes 5.2
Version: RR 5.2
New Features and Enhancements:
Module | RDS # | Description |
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Application | RR-2264 | Updates to Questionnaire workflow notifications: The workflow email can be configured to be sent to one of the options below:
The logic on how recipients are populated is based on questionnaire status and user/property assignment for completion or approval, detailed as follows:
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Application | RR-2402 | Property List Dashboard changes - new options to filter by portfolio, recent properties (10 most recent visited by that user), acquisitions and dispositions. |
Application | RR-2674 | Attachments preview - ability to preview attached image files. |
Application | RR-2689 | Add Lock/Approve for Checklist : Checklist now has the option to be locked/approved, matching the functionality that exists for questionnaires. Once locked/approved, a PDF will be generated automatically and saved under Documents/Reports. Any user can approve checklist and checklist is not required to be 100% complete before approval. |
Application | RR-2692 | Building selection added for Questionnaire and Checklist Now, a questionnaire/checklist can be configured to be available at a Property or Building level. When configured this way, the particular checklist/questionnaire will be available for answering at the building level. It will not be available when Property is selected from the Property/building selection drop down. When this particular Checklist/Questionnaire is approved, the PDF report will be attached with and available in the corresponding building/property whichever the case is. |
Application | RR-2622 RR-2637 RR-2717 | Questionnaire/Checklist changes:
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Application | RR-2760 RR-2785 RR-2967 RR-3055 | Short description with Attachments: Ability to add a short description with each attachment in the following locations:
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Application | RR-2763 RR-2770 | Questionnaire/Checklist changes: Lock is renamed to "Approve" and Unlock is renamed to "Open" Checklists:
Questionnaires:
Make percentage completion bar available on both wizard and classic mode for checklist |
Application | RR-2884 | Task Assignment Emails - Opt-in in user profile to allow task notifications This option is not selected by default, meaning the user will not receive task assignment notifications. Once the option is checked(either by the user/administrator), the user will receive notification mails whenever a task is assigned to them. Note: This is a new setting that allows the user to control whether they receive task notifications by email. |
Application | RR-3064 | Changes to Switch to Menu: The users now have an option to go to their default dashboard from inside any module by clicking on Home in the menu. From a property/module, selecting Switch To from the Menu lets the user move to different modules for the same property. From dashboards, opening the menu lets the user move to any other dashboard across the application. |
Application/ Administration | RR-2787 | Automatic task creation based on questionnaire/checklist answer: Administrators can now setup a task to be created automatically based on a specific questionnaire or checklist answer. This feature is created to support workflows to be triggered based on the answer given so that corrective actions / work orders can be initiated accordingly. To configure task creation, go to Administration >> Questionnaire and select the questionnaire/checklist. Locate the question and select the configuration icon beside the answer you want to configure a task for: When the particular answer is selected by the user, a task is automatically created as per the above configuration. When the specified answer is provided, the task is automatically created. Selecting the option "allow task to edit" displays a pop=up to the user with the option to further modify the task. Otherwise the task will be created and assigned as defined. |
Administration | RR-2749 | Dashboard Configuration: This feature allows an administrator to configure a specific Dashboard View which can then be set as the default dashboard by role. This provides the option to control which dashboards are available to certain users based on relevence for their role / responsibility. In addition, the "Landing Page" selection designates which dashboard displays on login for that Dashboard View. Go to Administration >> Security >> Dashboard Configuration
Once configured go to the role(s) you wish to assign this Dashboard View and select the Dashboard from the dropdown provided. |
Administration | RR-2727 | Default Work Order Type in Questionnaire Administration: A new field added in Questionnaire admin to capture Default Work Order type. All work orders created from this questionnaire/checklist will be defaulted to the selected Work Order type |
OHS, Environmental | RR-2613 RR-2373 RR-2384 | The Assessments / Inspections Dashboard provides a snapshot view of the status of any recurring assessments/inspections as required. Whether looking at a specific set of properties or accross the portfolio, the dashboard makes it possible to easily identify reports that have been completed and are missing / past due so they can be addressed. Please see the Assessments / Inspections and Portfolio Summary Dashboards. link for full documentation. |
OHS | RR-2507 | View incident report log- Audit log is modified to capture View Incident report event, it will display a record in History tab for each View event. |
OHS | RR-2777 | OHS Incidents Save - Incident report will be saved automatically when "Next" button is selected throughout the report. This ensures that users will not lose all saved information if the system times out before completing the incident report. |
OHS | RR-2786 | OHS - New security setting to view restricted comments(specific to OHS) |
OHS | RR-2819 | OHS Incidents - Alert Notifications - "Updated By" field added as a condition. This addresses the use case of withholding alerts for updates made by the Admin team or specific users. |
OHS | RR-2836 RR-2837 | Ability to mark existing comments as restricted. Admins can manually mark a comment as restricted if it contains proprietary or private details. New security setting to grant permissions to certain roles/users to mark comments as restricted. |
OHS | RR-2883 | Incident Report - Generate PDF feature: Each incident report has a PDF option, clicking on which will generate a PDF file with all the incident details. |
Sustainability | RR-2501 RR-2503 | Changes to Green button import: Convert Demand readings (kW) in Green Button files to Consumption readings (kWh) Timezone offset added to Utility Company and Utility company selection is required during Green Button import |
Sustainability | RR-2509 | Additional fields captured on the electricity consumption records:
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Sustainability | RR-2513 | Utility validations - Utility Bills screen will include validation icon when one of the following error conditions is detected for a utility record:
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Sustainability | RR-2514 | Utility Bills dashboard - New dashboard that identifies all Utility meters that are missing a utility record in the prior billing period |
Sustainability | RR-2515 | Utility Meter Charts - A new chart type, added to Utility Meters page, will display the cost per unit of measure (e.g. Cost per kWh) for each utility record in the last 13 months as a line chart |
Sustainability | RR-2516 | Utility Meter Catalog - Data Extract - Option to extract the list of Utility meters configured for the property. |
Sustainability | RR-2517 | Electricity Record - Time Of Use Billing New tab titled TOU Billing added to the Electricity Consumption data entry screen, capturing the below details: |
Sustainability | RR-2623 | Building selection/filter added to Sustainability module |
Sustainability | RR-2629 | Water Dashboard - Option to download Water Extract [similar to "Energy Extract by Utilities"] |
Sustainability | RR-2639 RR-2658 | PDF Bills Import
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Sustainability | RR-2661 | Consumption vs Cost implemented as a new Chart Type on the Building Performance screens (Electricity and etc.). |
Work Orders | RR-2421 RR-2600 RR-2705 RR-2706 RR-2707 | Work Order templates - Work Order Template is a new feature available for selection when creating a new workorder from the Work Order dashboard. When a template is selected, the corresponding fields in task will be filled with those in the selected template. Customized work order templates can be created and used by multiple work orders.Work order template selection available above Title when creating new work order from Work Order dashboard Ability to create task directly from Work Order Template: |
Work orders | RR-2601 RR-2732 | Changes to the content of the weekly task summary email |
Work orders | RR-2611 RR-2733 | Changes to the content of the Task assignment notification email |
Work Orders | RR-2511 RR-2630 RR-2646 RR-2380 | Work Orders dashboard Work Order dashboard should include all tasks from active modules, including insurance tasks and OHS meeting tasks. The dashboard can be filtered by module. Overdue Work orders can be drilled down. Work Orders can be viewed by Property using the Work Orders By Property link. Work Order Templates can be viewed/created using Work Order Templates link. New workorders also can be created using the above 2 options. |
Work Orders | RR-2725 | Location field added in General work order. |
Work Order | RR-2941 | Ability to enter any work order type: In addition to selecting from list of Work Order types configured for the module, the + icon allows the user to add a new Work Order type and associate the same to the Work Order. |
Risk Management | RR-2791 | Insurance Claim form is split into multiple tabs |
Risk Management | RR-2792 | Audit log implemented for Insurance Claim and History tab added to the form capturing/displaying the same. |
Risk Management | RR-2793 | Building selection in Risk Management module All the features in Risk Management module now support Property as well as Building level. A drop down is available in all pages to select one of these: Property, All Buildings and Individual buildings for the property. Based on the selection, the below pages filter details only for the Property/All buildings/the building selected. 1. Property Summary: Alerts and notifications will be filtered based on the property/building selection. 2. Documents/Reports: Documents displayed will be filtered based on the selection. New documents will be added to the entity selected(Property/building). 3. Tasks: Tasks list will be filtered based on the selection . Also, when a new task is created, the task is added to the entity selected(Property/building). 4. Insurance Claims: The list of claims will be filtered based on the selection. New claims will be added to the entity selected(Property/building). 5. Tenant Insurance:The list will be filtered based on the selection. Risk Management module can be launched from the Building list now and the Property summary page will be opened with the selected building. |
Risk Management | RR-2959 | Claims form - New fields added: |
Known Issues and Stability Fixes
Module | RDS # | Description |
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Risk Management | RR-829 | Not able to update/view insurance task with filter text - Fixed |
Risk Management | RR-1492 | Improved Error Message when a new Recommendation is created with the same name as an an already existing recommendation. |
Risk Management | RR-1922 | Validation for year selection added in insurance policies dashboard |
Risk Management | RR-3003 | Overdue Insurance tasks are not listed below alerts in risk management module landing page - Fixed |
Application | RR-2502 | If user doesn't have permission to update a task, Update button will be disabled instead of showing error |
Application | RR-2370 | Questionnaires - Checkbox not functional in Wizard mode - Fixed |
Application | RR-2675 | Client logo in Questionnaire Workflow Notification - Not present in the received mail - Fixed |
Application | RR-2724, RR-2731 | Issues with jump setting questionnaires - Fixed |
Application | RR-2895 | Attachment everywhere only supports image and pdf upload - Fixed to remove this restriction |
Application | RR-2905 | Checklists/Questionnaires - Categories with no questions are not displayed in Wizard mode - Fixed |
Application | RR-3043 | File name with em dash (—) or maybe other non-ascii characters is not preserved as is after uploaded to SharePoint |
Administration | RR-2748 | Administration menu options and notification options should only be available for active modules. Inactive modules should not be visible. |
Adiministration | RR-3035 | System Dropbox: Search doesn't work - Fixed |
Environmental | RR-1430 | Environmental Forms - Unable to add dropbox value - Fixed |
Environmental | RR-2537 | Environmental summary - Issues with PCB records not considering condition - Fixed |
Environmental | RR-2680 | Attachment icon on linked reports within the environmental records are not functional - Fixed |
Compliance | RR-2641 | Compliance Module - Back to Dashboard - Redirects to Tenant Lease Summary - Fixed |
Sustainability | RR-2472 | Utility performance charts don’t work for selected single meter if activation and/or installation date of that meter is after the first year of charting - Fixed |
Sustainability | RR-2666 | Set default base and reporting year on carbon performance dashboard |
OHS | RR-2683 | JHS Meeting - Add button doesn't display UI until an existing meeting minutes is opened - Fixed |
OHS | RR-2980 | Riocan staging (5.2) OHS dashboard error when accident is enabled and OHS meeting tasks in database - Fixed |