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Assets Module

1. New Features:
   
1. Automatically Include New Group Items in Checklists
   
1. Checklists now have the option to be assigned to "Groups" or "Each"
   
1. Each: Allows the user to select each individual item for the scheduled checklist. If additional items of the same group are added to the system, those items are not automatically scheduled.
   
2. Group: Creates a checklist that will apply to all items in the selected group. If a new item is added to the group, it is automatically included in the scheduled checklist from that day forward.
   
1. If an item is added to a group in the middle of a scheduled check cycle (e.g. at month 3 of a check occurring every 6 months), that item will fall into the next regularly scheduled check.
   

1. Enhancements:
   
1. Work Orders - Vendor
   
1. All Vendors, regardless of type, are now displayed and able to be attached to a Work Order.
   
2. Equipment Group - Short Code
   
1. New field added to the Equipment Groups page found within Assets Setup. The new field is labeled "Short Code" and is not required.
   
2. This field provides an additional unique identifier for equipment groups and is a new sortable column within the Equipment Groups list page.
   
3. The column is exported to CSV with the rest of the list and maintains the sort order if applied.
   

 

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Community Connect:

1. New Features:
   
1. Community Connect - Renew Existing Permits
   
1. CC users can now renew a permit from within their Community Connect portal.
   
2. This feature only applies if the agency is using automatic permits and the permit type has been assigned the "renewable" workflow.
   
3. Process for a CC user to renew their permit:
   
1. 1) CC user logs into their portal and clicks on view permit.
   
2. 2) If the permit has expired, the user can click on the "Renew Permit" button.
   
3. 3) The user will have the option to add renewal notes to their submission.
   
4. 4) Upon clicking the "Renew Permit" button, the permit status is changed to "Expired - Renewal Submitted" and an agency First Due user must approve from the Permit List.
   


 



1. Community Connect Portal: Add Attachments
   
1. Agencies can enable attachments and make them required for a CC user to upload when requesting a permit through the portal.
   
2. When editing a Permit Type, under the Community Connect tab, make two selections:
   
1. "Allow CC/HH user to upload attachments at time of Application"
   
2. "Make Attachments Required"
   
 



1. Community Connect - Instructions for Users Applying for Permits
   
1. Agency Users can now add instructions for CC users to reference when applying for a permit.
   
2. Add instructions or an attachment with instructions when editing a Permit Type, inside the Community Connect tab.
   
3. To add an image (e.g. department letterhead) to the text box, use the image icon in the toolbar, use the link button, and paste the link between parenthesis as demonstrated below.
   
4. Use the eye icon to preview how the instructions will display in the CC portal.
   
  



2. Enhancements:
   
1. Email Copy of Burn Permit to the Resident
   
1. When sending an email to the CC/HH user to notify them that the burn permit is active or approved, a copy of the permit is attached. This allows the user to have a copy of the permit on hand without having to login to the CC portal.

Fire Prevention

1. New Features:
   
1. Share Inspection Data
   
1. Agencies using data sharing can now share their in-progress and completed inspections with users from other agencies.
   
2. When viewing another agency's inspection, the reports are read only.
   
3. To configure this, Agency A navigates to Admin -> User Data sharing and adds the users from Agency B that need access to view their inspections. For each user, in the inspections column, determine their permission level:
   

 

1. Those users from Agency B will see their inspections (orange) AND Agency A inspections (green) when they view their Inspection List:
   

1. Fee Schedule - Line Item Detail
   
1. Each line item now contains a "Line Item Details" free text field to add information about the invoice item. This information will be available in "hover to discover" format elsewhere in the system.
   

 

1. Fee Schedule - Import Fee Schedule
   
1. Users now have the ability to import a fee schedule.
   
2. Users can either download the existing fee schedule, modify it, and upload again OR download a sample spreadsheet by clicking on "Import Fee Schedule".
   

 

1. Inspection Setup - Original Inspection Time
   
1. A new setup option allows users to keep the time of day for a reinspection auto-populated from the original inspection time.
   
2. If disabled, the time of day for the reinspection will be left blank for the user to enter.
   

1. Enhancements:
   
1. Inspection Type - Updated Interface
   
1. The Inspection Type page underwent cosmetic changes to make the page easier to navigate. No functionalities were added or removed from the page.
   

1. New Fee Schedule Formula Operators - Number of Units
   
1. Users can pull the "Number of Units" field from the occupancy record into an invoice line item formula.
   

 

1. Invoice Line Item Criteria - Inspection Timer
   
1. Users can now use inpsection timer data when setting criteria for line items defined by a formula.

1. Inspection and Pre-Plan Organizers - New Columns & Filters
   
1. The occupancy fields "Risk Score" and "Risk Classification" are now columns and searchable filters within both the Inspection and Pre-Plan Organizers.
   

1. Inspections - Format Remarks Text
   
1. Users can now format the checklist item remarks while conducting an inspection. This formatting will be reflected in the inspection report.
   
2. Important note: This feature is not supported in the mobile app. If a user formats remarks on the web and then views those remarks in the app, formatting HTML code will be visible.
   

1. Inspection Report - Automatic Refresh
   
1. When generating an inspection report, the refresh action is no longer required after updating which checklist items to display in the report.

1. Invoicing - Billing Category and Type No Longer Required 
   
1. Users can now create invoices without adding a Billing Category or Type.
   
2. When using the "add Multiple Line Items" feature, users can filter line items by category and type, choose from the list, and build the invoice.
   

1. Invoicing - Show Occupancy ID on Invoice Form
   
1. Users can now choose whether to show the Occupancy ID on the invoice form. (Invoice Settings -> Form tab)

1. Occupancy Record - New Fields Available
   
1. Additional Occupancy Class
   
2. Additional Construction Type
   
3. Occupancy Note
   

1. Form Builder - Risk Assessment Fields added to the Permit and Inspection Form Builders
   
1. Users can now use the Risk Assessment fields when building inspection and permit reports.
   
2. New Fields Added:
   
1. Average Exposure Separation
   
2. Exposure A Separation
   
3. Exposure B Separation
   
4. Exposure C Separation
   
5. Exposure D Separation
   
6. Fire Department Access
   
7. Occupant Mobility
   
8. Warning Alarm
   
9. Exiting System
   
10. Regulatory Oversight
    
11. Human Activity
    
12. Experience
    
13. Capacity to Control
    
14. Hazard Index
    
15. Fire Load
    
16. Fire Flow Required - Fire Flow in GPM
    
17. Fire Flow Available
    
18. Fire Sprinklers
    
19. Standpipe Systems
    
20. NFPA Five Year Inspection
    
21. Value to the Community
    
22. Risk Score
    
23. Risk Classification (Risk Name - Risk Description)
    
2. Field Management - Target Hazard Reason
   
1. The Occupancy Detail Field "Target Hazard Reason" is available for customization/management within Admin -> Field Customization.
   
1. The default target hazard reasons are:
   
2. Hazardous Material Use or Storage
   
3. Critical Infrastructure
   
4. Essential Public Need
   
5. Economic Value
   
6. Occupancy Load or Use
   
7. Intrinsic or Historical Value
   
2. To edit this list, the user must have the "Field Management - Manage Target Hazard Reason" Permission turned on (Others Permissions Bucket)