This improvement enables location-based access control for checklists assigned to Custom Manager roles. When “Only view selected Location Tags” is enabled, managers will only be able to see checklists that match the selected location tags or their sub-levels in both Pending and For Review checklist views. If the setting is not enabled, the manager can view checklists from all locations. This feature helps ensure that managers only monitor and review checklist activities that belong to their assigned sites or operational areas.

This improvement allows administrators to control which requests a Custom Manager can view based on selected Location Tags. When the option “Only view selected Location Tags” is enabled in the Custom Manager role, the manager will only be able to see requests that are tagged with the specified location tags, sub-tags, or sub-sub tags. If a request contains multiple location tags, it will still appear as long as at least one of the tags matches the permitted location. This feature helps organizations restrict request visibility by site or area, improving operational control and ensuring managers only access requests relevant to their assigned locations.

The Request Notification Improvement ensures that requestors and assigned accounts receive notifications whenever a responder adds a new note to a request. When the setting “Automatically inform Requestors whenever a new note is created” is enabled in the Request Type, the system sends a notification through the same channel the requestor used to submit the request (e.g., email or messaging). The notification includes the note content, attachment links, and request details, allowing requestors and stakeholders to stay updated and quickly review the latest updates on the request.

The Time Sheets feature allows responders to record the time they spend completing checklists, particularly for tasks like Preventive Maintenance that may take hours or multiple days and involve multiple users. Each responder can log their own time, and the system automatically validates the start and end time, links the record to a timesheet, and calculates the total time spent across all responders. Managers and admins can review and verify these entries, providing clear visibility of time spent per responder and helping improve performance monitoring, task analysis, and resource planning.

This enhancement ensures that all assigned responders are automatically notified whenever a new note is added to a request. It improves communication and visibility by keeping the responsible team members updated in real time, helping them respond faster and stay aligned without needing to manually check the request thread.

This improvement allows responders to select the appropriate meter directly within the mobile app while completing a checklist. It provides greater flexibility and accuracy in recording readings on-site, reducing errors and ensuring the correct meter is linked to the checklist entry in real time.

This enhancement adds a label-based filtering option in Meter Data > Aggregated tab, allowing users to quickly sort and view meters based on assigned labels. It improves data organization and analysis by making it easier to focus on specific groups of meters, resulting in faster insights and more efficient reporting.

We’ve enhanced the photo annotation feature across iOS and Android, enabling users to annotate images in Requests (processing/completion), Report Fault, Checklist (single and multiple images), and upload flows. Users can now change colors, draw, add shapes (with size options), insert text, and erase annotations, with improved UI/UX consistency and better error handling.

Users can now link customers directly to Requests, enabling automatic email notifications to be sent to the linked customer once the request is completed. This streamlines communication, ensures timely updates, and reduces the need for manual follow-ups.

The part selection dropdown has been replaced with a pop-up table on the Update Part Quantity page, allowing users to view and select parts more efficiently. The new layout improves visibility, searchability, and overall user experience when managing part quantities.