March 9th - New Release Online
Mar 9, 2017
We've rolled out an update at 12:00AM EST on March 9th with some
great new features and important fixes..
Nightly Scheduled Work Order Generation
Since our move to our new data center we've been experiencing
on-going performance issues with our nightly scheduled work order
generation service for our USA Senior Living customers. This update
includes a number of significant performance improvements which we
hope will resolve the issue with some recurring work orders not
being generated on time. To get notifications to the status of this
issue, you can subscribe to updates here.
Requestor Phone Added to Requestor
On your work request form in the main app and mobile, you'll see
a new Requestor Phone field to allow your requestors to
explicity specify contact info. By default, this will show the
phone number (if available) from the logged in user's staff
profile. It can be over-written by the requestor to provide new
This phone number also prints on the work order form printout
next to the requestor name.
Configure How Far In Advance Room
Booking Setup Tasks Appear on Your Dashboard
Let's say you're booking the auditorium for a New Year's Party,
which is many months from now. That room booking includes setup
tasks for both maintenance and housekeeping. Previously, for these
one-off future dated bookings, those setup tasks would appear on
your maintenance or housekeeping dashboard immediately -- far too
early -- creating unnecessary noise on already busy
We've introduced a new setting under Settings > Misc >
Room Bookings that lets you configure how many days in advance
the work orders will appear. It defaults to 7 days and you can
change it to whatever you'd like.
When you're inside your room booking Setup/Tear Down
tab these future dated tasks will show a purple colored status of
Future Dated. If you want to force them to generate now,
just click the Generate Now mouse-over action.
Deficiency Alerts From Inspections
Now With Severity, Due Date and Assigned To
If you're using our add-on Survey/Inspection app and using the
Alert functionality, you can now specify a
Severity on the alert which can automatically set the
Due Date based on Alert Severity Settings. We
also had many requests to add a Currently Assigned To
concept that was separate from Responsible Party -- you'll
now see that in the app as well.
This is also visible in the mobile app.
Here's how to set up the Alert Severity Settings
First, go to Settings > Pick Lists > Alert
Severity to specify what severities to use. We recommend
keeping it simple with High/Medium/Low. If you don't like our
defaults, you can mark them 'not visible' and add your own. You'll
need to click Save on this pick list to activate things.
Next, go to Settings > Misc > Alerts and review,
update and save the Alert Severity Settings. This setting
will automatically help to set the alert due date based on the
That's it, you're now ready to go!
Your rounds dashboard will also display and provide grouping
options for the new severity and assigned to
Fixes & Improvements
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- Added support for QR code scanning using Pic2Shop Free version
with barcoding app.
- Added ability to reset next work order number in Settings
> Work Order. A great option if you're migrating from an
existing work order numbering system, or wish to preface work order
numbers with the year.
- Improved the Asset PM Forecast report to more clearly
indicate recurring work that falls outside of the reported
- Improved mobile Survey form to add a Save/Complete
button in the fixed header so you no longer need to scroll all the
way down on lengthy surveys to find the Save Where I'm At
- Improved performance of the Pick Template option in a
work order/scheduled work order form.
- Improved trip merge functionality in Transportation app to
carry over special notes on merged trips.
- Fixed error for some customers when using the Pick
Template option on mobile.
- Fixed issue in room booking calendar when you'd drag an event
to reschedule it and all email subscribers would be lost.
- Fixed errors on mobile when creating an adhoc request from a
failed survey inspection question.
- Expanded field cell for COI Expiry on contractor form
so it was easier to read the date.
- Fixed issue with not being able to edit task list items in work
order templates inside WorxIQ.
- Fixed issue with Bill Date relative date range filter
on Work Order Billing report.
- Improved room booking app Recurrence tab to clearly
show upcoming instances and include an expandable panel for
- Fixed issue in Keys panel in the Location
form to allow save functionality when the Returned
checkbox is checked.
- Fixed issue with using Pick Template option when
setting up project template work orders.