Accruent MC v2023.12 Release Notes

We're delivering this automatic upgrade on November 15, 2023, with the following highlights:

• Service Requester – Configure the Service Requester to let people add a failure classification to their requests, helping them indicate the reported problem more accurately so you can fix it quicker.

• Service request status – Help people see the status of a service request they've submitted with the ability to search by work order number in the Service Requester.

• Preventive maintenance – Set a default procedure for new PM records to automate the repetitive workflow of creating a new procedure for a new PM record

Add failure classification to service requests

MC-14173, MC-14164

You can now configure the Service Requester to include a failure classification. Failure Class selection determines which predefined asset problems people can add to their requests, allowing you to use your asset failure analysis processes to address the service request more efficiently.

Search for service requests by number

MC-13956

People can now search for service requests by their work order number on the Service Requester Status page, making it easier to find the status of a particular service request they've submitted.

Note that searches can only return exact work order number matches and they only appear if the user has access to view the request. Also, searching by work order number functions independently of any filters set on the Status page.

Configure default procedure for PMs

MC-14134

You can now select a procedure to add to new preventive maintenance records by default if no other procedure is associated with them. This default procedure populates to PMs automatically, removing the need to create a new procedure from scratch.

Improvements and issues fixed

Component	Summary	Reference #
Assets	Preferences for refreshing the asset tree upon updating or creating an asset are now honored as expected.	MC-14028
Global Search, Translations	Global search results now display with appropriately translated module names.	MC-12731
Grid View	The Grid view now appropriately saves the addition and removal of columns from a user view as intended, retaining their column changes when they next access the module.	MC-14288
Labor, Preventive Maintenance	Removing assigned labor on a master group PM removes only the selected labor (and no others) as intended.	MC-14283
Meridian Integration	Cloned assets no longer inherit Meridian document associations.	MC-14325
Order Parts	The Order Parts feature now accurately populates the account field from the vendor selected onto the purchase order.	MC-14397 MC-14099
Purchase Orders	Attaching a document to a purchase order with both Append to emailed PO and Append to printed PO enabled now works as intended, attaching to emailed and printed purchase orders and not duplicating attachments.	MC-1551
Translations	We made general improvements to translations and translation processes, improving user experience for non-English language users.	MC-13951 MC-13997 MC-13952
Work Order Tasks	Associated tracked tasks now display before confirming a task deletion, allowing you to review the dependent tracked tasks first.	MC-13984