Service Provider – Export Partnerships

A new sites export has been added to the Service Providers > Partnership screen. This is particularly useful for understanding which sites a service provider actively works on. Filter to site status active, and partnership active and you can export the list of sites.

Client Admin – Export Job Groups

A new “Export” button has been added to the Job Groups section, allowing Admin users with the appropriate permissions to export a list of job groups in a hierarchical format. The export includes key details such as ID, Name, Reference, Status, Children count, and a new “Parent” column.

Sites – global site filters

Global filters are now visible on the Sites screen. Previously we had an issue where if a site was filtered on the dashboard it couldn’t be unfiltered from the sites section:

Paperwork for review – notifications

A new user preference has been added so that users can control if they want to receive notifications for ‘Paperwork for Review’ actions. This will be on by default.

PPM – Tasks display on exports

The Task that generated a Planned Job will now be displayed on the Jobs Export and Jobs PDF worksheet.

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