Accruent MC v2023.8 Release Notes

We're delivering this automatic upgrade on July 26, 2023, with the following highlights:

Meridian integration – View and annotate Meridian documents directly in MC, dramatically reducing time spent navigating between the two applications
External documents – New versioning and snapshotting immediately links the latest version of engineering documents to your assets and removes the hassle of connecting proper document versions with work orders
Accruent Observe integration – Combine the Accruent Observe IOT solution directly into the CMMS work-flow, ensuring first-time fixes and providing more technician visibility into asset sensor data
Work order reason translation – Default work order reasons now translate into non-English languages, ensuring the auto-generated reason is legible to technicians
Work order links in email – Technicians gain direct access to work orders they are assigned to via email notifications

View and annotate Meridian documents directly in MC

MC-10297

You can now view and annotate documents sourced in Meridian directly in applicable Attach pages, rather than having to navigate and sign in to Meridian to do so. To remove risk of document disagreement, we also disabled updating Meridian asset associations in MC to maintain Meridian as the single source of truth for all documents it sources. This keeps MC and Meridian in sync and ensures proper document versioning.

Reach out to your account executive for more information.

External document versioning and snapshotting

MC-10297

The Meridian integration with Maintenance Connection now supports document versioning and snapshotting, ensuring work order compliance with the appropriate binding documentation. These features apply to all externally-sourced documents in MC.

Accruent Observe integration market release

MC-11121, MC-10667, MC-11096

The integration with Accruent Observe is now available for purchase! The integration automatically creates work orders in Maintenance Connection to address alarms and flagged conditions in asset sensor data received from Accruent Observe. The asset sensor data also verifies whether work has been completed, allowing or preventing work order closure based on the data. You can also view the asset sensor data from Observe directly in Maintenance Connection in work orders created via the integration.

Reach out to your account executive to learn more about using this integration.

Translate default work order reasons

MC-12589

We created a new preference to translate default, auto-generated work order reasons into non-English languages. Default work order reasons generated for follow up work orders and meter readings outside of the acceptable range translate into the selected language on the work order.

Include link in emailed work order assignments

MC-12613

You can now include a link to a work order in emails sent via the Rules Manager, giving direct work order access to technicians who are notified via email of a work order assignment.

Improvements and issues fixed

Component	Summary	Reference #
Asset Tree	Copy/pasting or dragging/dropping assets to a new parent appropriately moves them in a timely manner.	MC-12750
Batch Update	Someone with batch update rights can now deny work orders of any status using Batch Update, even if they don't have the separate right to approve or reject work orders.	MC-12777
Documents	We added an editable Document version for all documents sourced in Maintenance Connection, ensuring proper compliance to binding aspects of the document by keeping them unchanged in relation to a work order to which they've been associated. Document version is not editable for externally-sourced documents.	MC-12592
Inventory	You can now update the date filter to view transaction history without issue. Previously, those without permission to edit inventory could not update the date filter.	MC-12728
Order Parts	Default values now auto-populate for purchase orders created via Order Parts as intended.	MC-12727
Purchase Orders	Manually typed information on a purchase order line item, line breaks display as intended and remain there after leaving the field.	MC-12598
Translations, Preventive Maintenance	PM text (such a frequency, last work order, and asset not in service) now translates as intended into non-English languages.	MC-12740
Work Order Emails	The work order reason no longer includes additional characters when work order emails are sent via the Rules Manager.	MC-12724
Work Orders, MC Express	When searching for labor resources for a work order, results display appropriately and no longer jump around and change.	MC-12862