Changelog

Follow up on the latest improvements and updates.

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The mobile SOR experience now aligns more closely with the Web Portal, with improved item selection, decimal quantities, Star Rate management, quotation details, and fixed total and action footer.
Mobile App Improve Schedule of Rates (SOR) Experience
Users can now mention Accounts and Account Tags when adding Expenditure notes in the Mobile App. Mentioned recipients automatically receive email notifications, with support for editing and deleting notes.
Expenditure Note Attention function for Expenditures in Mobile
Users can now mention Accounts and Account Tags when adding Request notes in the Mobile App. Mentioned recipients automatically receive email notifications, supporting Admins, Managers, Responders, Vendors, and Account Tags.
Request Note Attention function for Request Mobile
Users with the appropriate permissions can now generate, preview, download, and share Request PDFs directly from the Mobile App. The feature supports completed Requests and follows configured action visibility and role-based access permissions.
Requests Mobile App Download Request PDFs from the Mobile App
Manage Permits to Work directly from the Mobile App. View and filter permits, submit applications, invite applicants, review permit details, and perform workflow actions such as sign-off, requesting changes, reassignment, extensions, and cancellation, subject to role-based permissions.
PTW Mobile App Introduce Permit to Work Management
Admins can now configure and edit the display character for each priority in the Mobile App. By default, the first letter of the priority name is used, but users can customize it to ensure the correct character appears in Requests.
Mobile App Customize Priority Display Characters
Automatically include Checklist Free Text responses as the Description of generated Corrective Requests, while retaining associated Location Tags and supporting Image and Location Tag fields across Report Fault and Service Request workflows.
Checklists Link Free Text Responses to Corrective Requests
RFQ creators can now invite additional vendors and extend the Closing Date while an RFQ is Open. Invited vendors receive email notifications, existing quotations are preserved, and updated deadlines are reflected in the vendor view.
Procurement Allow Vendor Invitations and Closing Date Extensions After RFQ Creation
Request search now includes linked Checklist IDs, making it easier to find Requests using their associated Checklist references.
Requests Include Linked Checklist IDs in Search Results
Responder Portal users can now configure whether empty responders are displayed in checklists and generate PDFs using the new design, providing a more consistent checklist viewing and reporting experience.
Checklists Responder Portal Support Hide Show Empty Responders and New PDF Design
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