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Faster Workflows: Time-Saving Updates to Service Requests

This release includes four targeted improvements designed to reduce repetitive clicks and make the most common Service Request tasks faster to complete.

1. Inline Editing for Custom Fields & Worked Time

Custom Fields and Worked Time on the Service Request Details page can now be edited inline. Previously, clicking Edit would reload the page before Custom Fields or Worked Time could be recorded. That reload cycle has been eliminated.

How it works

On the SR Details page, click directly on any Custom Field value or the Worked Time field to activate inline editing. Make your change and click Update.

NOTE: No changes have been made to how Custom Fields are configured. Setup remains in Application Preferences.

2. Designee Assignments — Radio Buttons & Select All

The per-row dropdowns in the Manage Assignments screen have been replaced with radio buttons, and a new Select All row has been added to each action column.

How it works

In the Task Manager, click on a Designee to open the Designee Details page and click Manage Assignments. For each Service Type, select the appropriate action using the radio buttons: Assign Task, Email Only, or No Action.

To apply the same action to every Service Type in the current building at once, click the Select All radio button at the top of that column. Select All applies only to the building currently displayed, please be sure to click Submit to save any changes and then choose from the building list on the left to configure assignments for a different location.

3. Multiple File Attachments on Service Requests

When adding a Service Request in the Maintenance Center, multiple files can now be attached in a single step. Previously, only one file could be attached at a time.

How it works

On the Add Service Request form, use the attachment field to select one or more files. All selected files will be attached to the request when the form is submitted.

4. Communication Log Panel on Service Request Details

A new Communication Log panel is now displayed on the right side of the Service Request Details page. It shows the five most recent tenant-facing communications associated with the request without needing to expand individual status entries in the Service Request Log.

What it shows

  • The most recent five communications, displayed in reverse chronological order.

  • For each entry: the message content, sender name, sender email, and date and time sent.

  • A View All button to see the complete communication history if more than five entries exist.

  • A message indicating no communications exist yet, if none have been recorded.

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