RELEASE NOTES 2021 - Accruent

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RELEASE NOTES 2021.08August 16, 2021Accruent, LLC 11500 Alterra Parkway, Suite 110, Austin, TX 78758www.accruent.com

Accruent Confidential and Proprietary, copyright 2021. All rights reserved.This material contains confidential information that is proprietary to, and the property of, Accruent,LLC. Any unauthorized use, duplication, or disclosure of this material, in whole or in part, isprohibited.No part of this publication may be reproduced, recorded, or stored in a retrieval system ortransmitted in any form or by any means—whether electronic, mechanical, photographic, orotherwise—without the written permission of Accruent, LLC.The information contained in this document is subject to change without notice. Accruent makes nowarranty of any kind with regard to this material, including, but not limited to, the impliedwarranties of merchantability and fitness for a particular purpose. Accruent, or any of itssubsidiaries, shall not be liable for errors contained herein or for incidental or consequentialdamages in connection with the furnishing, performance, or use of this material.Confidential and Proprietary 2021www.accruent.com1

ContentsRelease information . 3Introduction . 3Release Overview . 3Performance improvements and application enhancements . 4Issue maintenance . 10Confidential and Proprietary 2021www.accruent.com2

Release informationRelease Version: 2021.08 AugustIntroductionThis document describes the features and functionality of the Verisae vx Maintain 2021.08 release.We invite you to submit your product enhancement requests on the vx Maintain Ideas page. Ideasyou post can be viewed by both Accruent employees and other vx Maintain customers. On the Ideaspage you can: Vote for or against an idea Add and respond to comments View the status of an ideaYour ideas help us understand what is important to our customers. Our Product Management teamactively monitors the Ideas page and updates it when required. Contact Accruent Support if youhave questions about the Ideas page.Enhancements in this release include improved performance, increased stability, and featureenhancements for vx Maintain.Release OverviewSummaryWorkSpaceRelease NotesFor August, the vx Maintain team developed some exciting new featuresthis release as the culmination of a few years of design and review: Confidential and Proprietary 2021Completed WO Reactive Activities for use in the work orderlifecycle.You may now forecast create PPMs for the length of the contract.Providers can limit their tile results to work orders linked tosubcontractors.New Service Providers may now apply to be a part of our ServiceProvider Network from the login screen.Clients can now administer their Work Permit settings via theAdmin tab.On WorkSpace, the work order status on the work ordersummary is now a link to the appropriate page for the nextlifecycle step.Embedded Analytics is now enabled for a larger number of users.Site selection in rule builders were updated to allow for 2000entries to show at once.www.accruent.com3

Performance improvements and application enhancementsFeatureSummaryNew Headerand Footervx Maintain has been updated with the new VX Suite Accruent header and footer.Non-compliantBrowsersBeginning October 1st, 2021, we will no longer allowconnections to webservices that utilize TLS 1.0 or 1.1(https://wbs.verisae.com, https://wbs.verisae.co.uk), andwill only accept connections using TLS 1.2.NoticesThere are many security reasons to upgrade to newer TLSprotocols. Vulnerabilities in both 1.0 and 1.1 make it moredifficult for Accruent to ensure our customer data’sconfidentiality and integrity, as well as the availability of ourservices. If we believe you are impacted, we will connectwith you soon and you will need to engage with your ITdepartment to ascertain next steps to ensure you areupgraded to TLS 1.2 to ensure your connections to ourwebservices remains intact. In the meantime, please reachout to your CSM if you have any questions.PendoWe are excited to announce that in Q4 of 2020, weactivated a third-party product called Pendo in vx Maintain.Pendo helps us more closely track user analytics in vxMaintain. This allows us to better understand how theapplication is used and how we can improve it to betterfulfill the needs of our clients.Pendo also allows us to introduce new enhancements intothe application such as: On-screen, step-by-step guides for new and keyfeaturesNew feature announcementsRelease announcementsSystem status notificationsOther news and eventsLook out for further announcements as we roll theseenhancements out across 2021. Pendo will not impactyour regular usage of vx Maintain.Confidential and Proprietary 2021www.accruent.com4

FeatureSummaryService ProviderNetworkService Provider Network assists vx Maintain customers infinding Service Providers that operate in their area and canperform the services they need. We allow searching bylocation serviced as well as service provided.Service Provider Network is a completely free serviceoffered to all vx Maintain users and Service Providers.To find out how to opt in to Service Provider Network, or tolearn how to use it, search Service Provider Network inOnline Help.EmbededAnalyticsInitiativeConfidential and Proprietary 2021vx Maintain now features an Analytics Engine allowing usersto view Work Order data in an easy-to-navigate dashboard.For more information, see the blog post here: New vxMaintain Analytics Engine Helps Facility Managers MakeBetter Decisionswww.accruent.com5

HeadlineSummaryWorkSpaceVXM16112Update WO tilesto show SMWOs for parentprovidersThis development provides that WO tiles may now befiltered to show work orders related to subcontractors alongwith the provider's work orders.VXM17302Add field on WOInvoices FreightThis development added a new Miscellaneous Charge Typeconfiguration. This allows you to define a charge type foreach miscellaneous adjustment made. The configuration canbe set to require that a value is selected for eachmiscellaneous charge added.Configuration Notes: VXM19745PPM DaemonProcessing ofForecastClient invoice form configuration can be set torequire.Admin tab page to set up the available charge types.The Forecast feature allows you to set up PPMs that willgenerate all the needed work orders over the course of acontract. If a contract is renewed, the next run of thedaemon after renewal will spawn a new set of PPMs.Forecast will generate work orders using the schedulinginterval between the creation date of each PPM. CPPMs with dynamic scheduling cannot useForecasting.Currently, PPM suppression will not affectforecasted work orders. This will be addressed inlater work.Forecasted PPMs can only be release early if they arethe next available work order.Configuration Notes:Contracts must be set to use the Forecast option under PPMPreview Forecast on the Template or Contract.VXM20271External link fornew Providers tosign up for theService ProviderNetworkThis development provides a new Service Provider Networksignup form available from the login page.VXM20868Client Profile Work PermitThis development made Work Permit Settings available forclient admins.Confidential and Proprietary 2021www.accruent.com6

HeadlineSummarySettings: MoveClient Setting toAdmin TabVXM21056Enhance Abilityto Add Sites &Additional Datavia Template forWork OrderScripts - List of2000This development provides the ability to select up to 2000rows of data in Rule Builder site dialogs.VXM21710Make workorder status onwork ordersummary a linkto theactionable pageor actionThis development provides links for faster access to requiredwork order lifecycle pages from the work order summary.The WorkSpace work order summary status is now a link tothe appropriate lifecycle page if the user has permissions toperform that action.Confidential and Proprietary 2021www.accruent.com7

Integration and Web ServicesUPDATE***Update - the test harness URLs for the Web Serviceshave changed to the cate sitehazard causesintegration tofailConfidential and Proprietary 2021Previously, Duplicate Site Hazard Deactivation (no fixversion) caused site integration to fail and site hazard dataon vx Field to be inaccurate. This development modified theUI to prevent duplicate Site Hazards from existing.Duplicates are defined per site/hazard/location.www.accruent.com8

BI ReportingVXRPT6169EAM DataModelThis development added new linked wo bidirectional vwto allow for bi-directional linked work order details.Previously, the application only looked at main workorders and work orders linked to the primary. This changewill show linked work orders regardless of which one is themain.VXRPT6223EAM DataModelThis development changed logic for Has Met Response SLAFlag to also consider [Date Completed] [Response SLATarget Date] as meeting the SLA.VXRPT6236EAM DataModelThis development added a new Contract status field, fixedjoin/relationship between CLIENTS andCLIENT PROVIDER CONTRACTS.VXRPT6268EAM DataModelThis development added NTE fields to Asset Category andAsset Parent Categories Query subjects.Confidential and Proprietary 2021www.accruent.com9

Issue maintenanceThe following customer reported issues have been fixed.CaseNumberIssue SummaryVXMAIN21359Cleaned up role permissions for pending assets to have more consistent controland more flexibility.VXMAIN21879Corrected an issue where two preferred providers were allowed.VXMAIN21910Validation was added to Mobile to prevent overlapping time entries for laborhours. A dialog to inform the user was added.VXMAIN21926Updated Change Type field to show proper information.Verisae vx Maintain Release Notes – August 2021Accruent, LLC11500 Alterra ParkwaySuite 110Austin, TX 78758www.accruent.comConfidential and Proprietary 2021www.accruent.com10

(https://wbs.verisae.com, https://wbs.verisae.co.uk), and will only accept connections using TLS 1.2. There are many security reasons to upgrade to newer TLS protocols. Vulnerabilities in both 1.0 and 1.1 make it more difficult for Accruent to ensure our customer data's confidentiality and integrity, as well as the availability of our services.