Component

Asset Details

Issue / Request

Introduce a 'tagging' mechanism that allows an asset to have multiple schedules associated with it.

Resolution

Added a 'Tag' field in the Asset Details view where users can enter/select multiple tags for a specific asset. The 'Tag' field is also added in the Task Schedule view as an extra filter for the scheduled ticket's asset elements.

Ref. No.

M-63679

Component

Asset Details

Issue / Request

Add a Quantity field in the Asset Details view to identify how many of the 'generic' assets (e.g. Light Bulbs, Power Switch, etc) are in the same area without having to create an asset record per item.

Resolution

Added a Quantity field in the Asset Details view. Also added a Multiply Survey check box as an indicator for the schedule ticket creation process enabling users to create an asset element survey per asset quantity e.g. if Quantity = 5 and Multiply Survey is ticked, then this will create 5 asset element surveys in the ticket for this asset. If Multiply Survey is not checked, then it will only create 1 asset element survey regardless of quantity.

Ref. No.

M-63732

Component

Asset Advanced Options

Issue / Request

Unable to create a new Equip Type via the Asset Advanced Options view.

Resolution

Fixed the issue found in the Equip Type / Subtype creation process.

Ref. No.

M-63638

Component

Cleaning Top Element Failures Report

Issue / Request

"When reporting on failed elements for specific areas, I get different 'Top' values.

 Report Gallery / Cleaning Top Element Failures: says Floor, sinks, switches, and then tied with others (middle surf, low surf, toilets).

 Cleaning / Monitoring Elements Dashboard: says Floors, sinks, walls to 2m, switches, showers"

Resolution

The Monitoring Elements Dashboard orders the element by Failure Count and Fail %, whilst the Cleaning Top Element Failures Report orders the element by Fail Count only. So, if you have a number of elements with the same number of fail counts, the report puts them in random order.

---

Amended both reports to order by Fail Count, Fail %, and lastly by Element Description. This means both reports will show consistent results. If there are elements with the same number of failures, then the order is based on the highest fail percentage, then by the element name.

Ref. No.

M-63638

Component

Element Failure By Structure

Issue / Request

"Produce a report that shows the number of times the element was checked in an audit.

The report sample shows the element names on the column group and the audit date / signed off date on the row group, then the element count as data value."

Resolution

Created a new cleaning report - Element Failure By Structure. The report is grouped by the following audit fields:

Row Group: Location, Signed Off Date | Column Group: Element | Value: P (Pass Count), F (Fail Count)

Ref. No.

M-63416

Component

Performance Monitoring View

Issue / Request

"The report is showing a different star rating for a single-month report compared to a range report.

For example, when running a report for just November, the report shows 5 Stars but when running a report from October to November, the November value shows 4 stars."

Resolution

Investigated the issue and found that the issue is a display issue in the view itself, the downloadable report shows the correct rating which is consistent with the other reports and the Audit Group List score. Since it is a blended area, the multi-month report is taking the target % from the wrong month to show the display. We have fixed the issue by making sure the cell takes the target % from the same month and displays the correct rating.

Ref. No.

S-63641

Component

Monitoring Audit Group

Issue / Request

"I would like re create audits as soon as they fallen 3 star or below. As part of the Ncs."

Resolution

Implemented a Follow-up audit process in the Cleaning module. The system admin can set a follow-up % on each of the risk levels and if the audit group score is less than or equal to the follow-up %, the system will automatically create a full follow-up audit with the same monitoring type as the original audit.

Ref. No.

M-63315

Component

Cleaning Area Audit Status Report

Issue / Request

"Would it be possible to create (or alter) a report to show the last completed date, the next due date and the status. Using last completed date + risk frequency?"

Resolution

Renamed the 'Last Audit Date' and changed it to 'Next Due Date'. This shows the date based on the last Signed Off Date plus the risk level frequency.

For example: If FR1 frequency is set to weekly and the last S/O date is 02/03/2026, then the next due date will show 09/03/2026.

Ref. No.

M-63570

Component

Monitoring - Module Dashboard

Issue / Request

Add a table in the 'Clinical Attendance' chart export to display the Area, Clinical Attendance, and S/O Position Count

Resolution

Created a new table in the Clinical Attendance export report to display the Clinical Attendance, Signed Off Position, and the audit group count e.g.:

Ref. No.

M-63645

Component

Monitoring - Result Failures

Issue / Request

"I have been asked for a report for fails in ward kitchens. Is there any way I can do this?"

Resolution

The Monitoring Result Failures view is close to what the client needed since that produces the list of failures in an area. We have added the 'Room Type' filter on the view to allow users to filter the list by the 'Kitchen' room type.

Ref. No.

S-63923

Component

Cleaning Schedules

Issue / Request

Client has reported a stuck cleaning schedule.

Resolution

The issue was caused by data, there's a schedule frequency with no length, hence why the process gets stuck in an endless loop. We have fixed the data issue by setting the frequency length to 1. As a permanent fix, we have set a minimum value of 1 on the length field.

Ref. No.

S-63406

Component

Monitoring - Create Multiple Audits

Issue / Request

"...in last 2 weeks I have been unable to create multiple audits. I have to do them separately, it's now taking ages"

Resolution

Improved the query used by the process for finding the random % rooms which will reduce the time taken to generate the functional area audits.

Ref. No.

S-64137

Component

Cleaning RAG Report

Issue / Request

Re-design the report to show the Audit Score and Re-audit Score next to each other to highlight improvements.

Resolution

Improved the report to follow the current Cleaning report design layout. The report is now grouped on the following fields:

Row Group: Location, Risk Level | Column Group: S/O Year, Month, Monitoring Type | Value: Score, Group Count, Star Rating

Ref. No.

S-64408

Component

Cleaning Schedules

Issue / Request

The schedule projection didn't recalculate after the frequency/length has changed.

Resolution

Updated the save process to also check for changes in frequency and length, not just the next due date, to trigger the projection recalculation.

Ref. No.

S-64314

Component

Company List and Dashboard

Issue / Request

"Hi we are currently reviewing the company list dashboard (extract below) and have noticed that when we click on any of the boxes nothing loads"

Resolution

Implemented the drilldown feature on the Company Dashboard. When you double click a cell from the dashboard this will load the Company and Contacts view, load the company record, and navigate to the Documents tab.

Ref. No.

M-63684

Component

Company and Contacts > Contracts

Issue / Request

Unable to open the Contracts tab. The view shows a plain white panel with no fields.

Resolution

There was an issue with the view layout which has now been fixed.

Ref. No.

S-64133

Component

Company and Contacts

Issue / Request

Client reported that the remedial ticket for Ticket ID 24600 failed to create.

Resolution

The contractor ticket failed to create the remedial tickets because the contractor assigned to the ticket doesn't have any access rights defined in the Company and Contacts view so the system cannot fill in the 'Reported By' details in the remedial ticket. We have amended the process to use the details of the user who added the 'faults' in the Task Manual Feedback view as a backup if the contractor access doesn't exist.

Ref. No.

S-64095

Component

Automated Report Triggers

Issue / Request

Can the system notify managers if a small / large amount of time has been booked to a ticket - can we set typical job duration times which we can track i.e. replacing an emergency light typically takes 1 hour.

Resolution

Created a new trigger called 'Task Time Analysis' which sends a list of all the tickets where the total booked time has exceeded the estimated time on the task. The user can define a frequency & length for how often the trigger runs and select a staff group of who to send the email to.

Ref. No.

M-62190

Component

Automated Report Triggers

Issue / Request

Create a new automated trigger for the Ticket 'Cancelled' status.

Resolution

Created a new Ticket Cancelled trigger. As the name suggest, the automated email will get triggered when the ticket status changes to Cancelled status. The new trigger will have the same email subject/body value placeholders as the other ticket status triggers in the system.

Ref. No.

M-64275

Component

Automated Report Triggers

Issue / Request

Add an automated email placeholder for event notes.

Resolution

Created a new email placeholder for the Ticket's last event notes (@LAST_EVENT_NOTES).

Ref. No.

M-64205

Component

Automated Report Triggers

Issue / Request

Could you please consider a build to improve the triggered reports so the files are named and dated when they arrive by email? It's not practical for super long files names so ideally just the lower tiers (for us that's Tier 2 floor & tier 3 functional area) and audit date (yyyymmdd). Maybe something in settings to customise the order, or a toggle to switch it on or off if other Trusts don't want identifiers in the name.

Resolution

Created new placeholders for each of the location/organisation tier (e.g. Site, Building, Level, Functional Area) for triggers that contain a Location/Organisation paths. As a bonus we have also added a @YMD_AUDIT_DATE and @YMD_SIGNED_OFF_DT email placeholders for a YYYYMMDD date format.

Ref. No.

M-59481

Component

Automated Report Triggers

Issue / Request

Create a survey creation automated report trigger.

Resolution

Created a new Survey Allocation trigger which gets triggered when the Allocated To field in the survey gets populated. The new trigger comes with the usual survey email placeholders.

Ref. No.

M-61394

Component

Document Management

Issue / Request

Some of the documents fail to download correctly. When you try to open the file, the error states: "We can't open this file. Something went wrong".

Resolution

This is an intermittent issue, there's a few documents in the database with no content uploaded most likely due to an upload being interrupted. We have added a background process to check the documents regularly and send an email to the user if there is a document that did not upload correctly.

Ref. No.

S-63748

Component

Document Management

Issue / Request

Add the new fields in the Document Management view to capture the following details:

Source - Where the document was uploaded from.

Checked By & Date - User who verified the document.

Resolution

- Added a hidden Source field to capture if the document is uploaded from the main app, portal app, or the mobile app.

- Added a Verify button on the Documents tab and the Document Management view, when clicked by the user, this will populate the Checked By and Date field of who verified the document and when the document was verified.

Ref. No.

M-64093

Component

Physical Location - Rooms

Issue / Request

"I am trying to select the location for a room and it is only giving me the site options, no functional area"

Resolution

The issue was caused by a hidden tier filter in the Location lookup. We fixed the issue by correcting the tier filter, users should only be able to add a room against the bottom tier.

Ref. No.

S-63403

Component

Survey Audit Report

Issue / Request

Group the photos by grid base & row so it's obvious which question the photo is associated to.

Resolution

Updated the report to display the photos below each grid and added an image tooltip so it shows which question in the grid the photo relates to.

Ref. No.

M-64106

Component

Cleaning-Tasking System Integration

Issue / Request

We need to fix the fmfirst Cleaning/Tasking system integration as it is not producing tickets for failed elements.

Resolution

Fixed the issue with the Cleaning/Tasking system integration and applied the correct parameters to retrieve the group failures based on which group have the integration activated.

Ref. No.

M-64255

Component

Task Advanced Options - Task Type / Task Schedule / Task Template

Issue / Request

Amend the current asset survey and make 'asset' optional so they can assign elements to a ticket.

Resolution

Adjusted the Task Type field activation process, allowing users to activate the Elements field without the Asset ID field. This means users can assign an Element ID field against a task schedule without needing to have assets in the schedule / ticket.

Ref. No.

M-64143

Component

Task Advanced Options

Issue / Request

Add a details/notes field in the Task Triage form and copy the value over to the ticket details when a fault item is selected.

Resolution

Added new fields in the Task Triage form for Notes and Estimated Time. The new triage field values get copied to the ticket details/estimated time fields when the fault item is selected.

Ref. No.

M-63926

Component

Task Advanced Options

Issue / Request

Make the subcategory and faulty mandatory/optional fields like category

Resolution

Added the Subcategory and Fault fields in the Task Type field configuration grid. Which means the users can enable/disable the fields or tick/untick the Allow Blank column.

Note: You cannot activate the Fault field without activating the Subcategory and Category fields nor make it a required field and have the parent fields optional. Same rule applies to the Subcategory field, you need to have the Category field active if this field is active.

Ref. No.

M-64054

Component

Task Allocation View

Issue / Request

Look to update the Task allocation view to allow tasks to be planned in as well as allocated to staff

Resolution

Improved the Task Allocation view and converted the Staff grid to show the task mobile users as well as have a cell for each day of the week from current date + 7 days. This means that admin users can allocate the ticket to staff as well as plan them on specific dates. The grid also shows how many tickets are planned for the day and the total estimated time on the allocated tickets.

Ref. No.

M-63527

Component

Task Analysis Dashboard

Issue / Request

Change the "Overdue" label in the SLA Completion chart to "SLA Exceeded".

Resolution

Updated the SLA Completion's Overdue pie chart label to SLA Exceeded.

Ref. No.

M-63951

Component

Task Dashboard

Issue / Request

Create a rew 'classification' pie chart which count the number of tickets per classification or the number of element survey classification.

Resolution

Added a new Classification tab in the Task Dashboard view which contains a pie chart per classification e.g. No Classification, Discretionary Task, Function Critical Task, Mandatory Task, and Statutory Task. The classification charts can either be grouped by the Ticket Classification - which shows a pie for Outstanding, Closed, and Cancelled tickets) or by Element Survey Classification - which shows a pie for Answered, Answered with Remedial, and Unanswered element survey questions.

Ref. No.

M-63317

Component

Task Dashboard

Issue / Request

Client has reported that the Staff Task Dashboard doesn't show the WIP Events data for the selected user in the grid.

Resolution

Fixed the issue in the parameters used to load the WIP events for the selected staff.

Ref. No.

S-63311

Component

Task Manual Feedback

Issue / Request

Client has reported that tickets assigned to a contractor does not generate a remedial ticket when fault items are added to the event.

Resolution

The issue occurs when there are no access details assigned to a contractor. As a fallback, if the contractor access doesn't exist then use the logged in user's Staff ID and assign it to the remedial ticket details.

Ref. No.

S-63113

Component

Task Helpdesk

Issue / Request

Allow users with special permission to edit the H&S survey from the Helpdesk view.

Resolution

Created a security token that will enable administrators to edit a H&S survey via the Task Helpdesk > Events tab. This will enable them to correct the answers if the survey didn't upload correctly or if the user selected the wrong answer.

Ref. No.

M-63987

Component

Task Ticket List

Issue / Request

Add a column & filter in the Ticket List for the Reported By (Email) value.

Resolution

Added the Reported By (Email) and the Created By field in the Filter form as well as the Results grid.

Ref. No.

M-63508

Component

Task Ticket List

Issue / Request

Add the 'Allocate To Group' on the Ticket List > Action button.

Resolution

Added the Groups field in the Ticket List > Action > Allocate Ticket form.

Ref. No.

M-64058

Component

Task Report By Structure

Issue / Request

Client has requested for a report that shows the following information:

Reactive Maintenance:

•Number of Jobs raised (month by month and site by site)

•Number of jobs completed (month by month and site by site)

•Number of outstanding jobs (site by site)

Planned Preventative Maintenance:

•Number of Jobs raised (month by month and site by site)

•Number of jobs completed (month by month and site by site)

•Number of outstanding jobs (site by site)

Resolution

Created a new report - Task Report By Structure - which can be downloaded via the Report Gallery view.

Row Group: Location / Organisation (Tier 0 or Ticket Location Path) | Column Group: Reported Year & Month | Values: Number of tickets Created, Started, Closed, Outstanding, and Cancelled.

Ref. No.

S-63514

Component

Task Schedule Dashboard

Issue / Request

Create an export report for the Task Schedule Dashboard.

Resolution

Created a Task Schedule Dashboard export report which displays the same table as the dashboard but grouped by the schedule Category field value.

Ref. No.

M-64099

Component

Task Schedule Dashboard

Issue / Request

If there are 2 tickets against the same schedule with the same planned date, order the results by Planned Date & Reported Date.

Resolution

Adjusted the report query to also sort the tickets by Planned Date and by the Reported Date to work out the next ticket to use for working out the dashboard status.

Ref. No.

S-63111

Component

Task Schedule Dashboard

Issue / Request

Review of the compliance dashboard to split it on asset.

Resolution

Added a Group By filter in the view so users can group the results by Location or Asset.

Ref. No.

M-63316

Component

Task Schedule - Reminder

Issue / Request

Client has reported that they are still getting the system reminder for inactive schedules.

Resolution

Added a filter used by the schedule reminder process to only return the active task schedules when checking for the reminder frequency.

Ref. No.

M-63732

Component

Mobile Cleaning

Issue / Request

Add room code in mobile - room lookup.

Resolution

Updated the mobile room lookup and linked the room code on the description.

Ref. No.

M-63491

Component

Mobile Cleaning

Issue / Request

Mobile - Sign off remaining rooms as not done.

Resolution

Improved the sign off process on the mobile app, if the user clicks the 'Sign Off' button with outstanding rooms in the list, they will be prompted by the app and be given the option to sign off the remaining rooms as "Not Done".

Ref. No.

M-63493

Component

Cleaning & Task Management

Issue / Request

Add a "Report Gallery" panel in the portal app.

Resolution

Created a Report Gallery tab from within the Cleaning and Task Management modules. Just like the Report Gallery view from the main application, the logged in user will need access to the view and module reports to see them in the Portal gallery.

Ref. No.

M-62395

Component

Cleaning / Portal Result Failure List

Issue / Request

Add "Organisation" filter in the Result Failures tab and add the failure "Notes" in the grid.

Resolution

Added "Organisation" filter in the Result Failures tab and added the failure "Notes" in the grid.

Ref. No.

M-62380

Component

Task Management / Helpdesk

Issue / Request

- Fix the 'bold' style on the Details field.

- Fix the Asset Lookup issue.

- Remove the extra modules from the portal landing page, only show the module that the user has access to.

Resolution

- Fixed the styling on the Details field display when loading an existing template with details.

- Fixed the Asset Lookup loading issue.

- Removed the extra read-only modules on the menu screen.

Ref. No.

M-64052