October 2022 Release Notes

New Site Audit Scale Types

• Experience improved Site Audit rating versatility with the addition of the following new scaling types: 
  • A simplified scale type of numbers 1-5 
  • A grade scale type of letters A-F
  • A color-coded scale type of green, yellow, and red
  • Use the No Scale scale type to add site audit tags and images to an evaluation category without the requirement of designating a scale type. 
    • This selection will hide the scale type field from appearing on the Site Audit details screen. 

Click here to view how to configure and use different Site Audit scaling types when evaluating site audit categories.

Improved Site Audit Post-Complete Options 

Enable Bulk Issues 

• Automatically add site audit images in bulk to a new issue from the Create New Issue modal right after completing a Site Audit by selecting the Enable Bulk Issues option at the system or branch level. Click herefor more information. 
  • You will notice the following updated action buttons at the bottom of the Create New Issue modal: 
    • Cancel - Cancel the completion of the site audit and return back so that you can make more changes. 
    • Skip - Complete the site audit without creating a new issue. 
    • Next - You will be directed to the Issue details screen, where you will see the images you selected attached to your newly created issue.  
      • Images that you select to be included within the Create New Issue modal will appear with a blue highlight surrounding the image. 

Site Audit Images Viewed from a Satellite Map 

• After completing your site audit, you can use the satellite map view and click on geolocation pins on the map to display photos you took at specific locations during the performance of the site audit. 
• You can also view the location of images under specific evaluation categories by clicking on the kebab menu in the bottom right corner of the image under the site audit category and selecting the Show on Map option. Click here for more details. 

Inventory Cost Price List Filtering

If you are an administrative user, you will notice an improvement in how the Price List for inventory items is now managed under the Item Catalog section under the Estimating section of the Administration menu. Only existing price lists under an item can be selected from the Price List field in the Inventory Cost modal. If there are no available price lists, the price list field will appear as a read-only grayed-out field. The purpose of this change is to increase efficiency by preventing unintended actions. Remember that you can always review and manage how you configure your price lists by exiting the Inventory Cost modal and clicking the coin pouch icon next to the Allocation Item field.