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FM Release notes 2024.3

The September 2024 release of Dalux FM is here (version 2024.3). See our highlighted features, release video, and changelog below.

New announcement system Checklists improvements Email signatures

The welcoming message has been changed to an announcement system.

You can now create multiple announcements and control whether they are intended for internal or external users.

When printing checklists the work order name, number, and placement are now added to the print. You can also print multiple checklists at the same time.

Checklist administration has been added as a permission option for user roles.

We will begin the transition into a new email signature system in this update, which will eventually replace notification settings. You can use it to create email signatures for general, tickets, work orders, and supplier emails.

Read more about this new feature in this article: Email signatures and notifications

Video

Changelog

General changes

Assets

ReleaseNotes_FM_BIM.pngDocumentation

Work orders

Supplier portal

HelpDesk

ReleaseNotes_location.pngLocations

 

General changes

 

New announcement system

The welcoming message has been changed to an announcement system. This new system lets you create and save different announcements and control whether they are visible to internal or external users.

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New user role permissions added

Permissions in user roles are more clearly defined now.

Administrator permission has been added to Locations. Separate permissions have been added for checklist administration, BIM and drawings. Permissions are:

  • Access: View access to the module and features
  • Edit: Create and edit data
  • Administrator: Create, edit, and delete data. Access to the settings for the module

 

User field descriptions will show when hovering over a value

If you add a description to user fields, these will appear when hovering your mouse over the value. 

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Better visibility of no access to documents and assets

Documents and assets will appear greyed out for users without access, allowing them to quickly identify what they can't open. This will make it easier to see at a glance.

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User fields are separated into categories

The user fields in settings have been organized into different categories.

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Link directly to assets, work orders, and buildings

While viewing a work order (or recurring work order), assets, or buildings, you can access a direct link from the More menu. You can share this link with other users, and it will open for them when they log in.

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New email signature system

The new email signature system customizes the signature in emails sent from your Dalux FM instance. This system will eventually replace the "Notifications" feature. You can use a combination of formatting tools and placeholders to create a custom signature for general, tickets, work orders, and supplier emails.

 Read more

This new feature will replace the Notifications feature over this and the next release. As such you need to begin the transition between these two releases. For more information about this, you can read this article: Email signatures and notifications

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Settings for email notifications moved to personal settings

The individual user can now manage their email notification settings, which have been relocated to My profile.

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Upgraded print function

The print function for work orders, checklists, and tickets has been improved by letting you close the window while larger prints are being processed in the background. When the printing is done, you will receive an email to let you know that it has finished:

DA-71042 Upgraded print function.png

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'Save' will not close the dialog window

The change from the previous release where the dialog window for work orders, tickets, and recurring work orders will no longer close when clicking 'Save' has been expanded to most other windows in FM.

 

Domain setup for Azure AD

You can establish login policies for domains in Azure AD, determining whether users from specific domains must use it.

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'Outside areas' has been removed

The outside areas feature has been removed.

 

Open and read MS Office files

MS Office files (Word, Excel etc.) can be opened and read directly from Dalux.

 

Work orders

Work orders

Work order number, name, and placement added to checklist prints

When printing checklists the name, number, and placement of the related work order will be shown on the print. Placement will include building, room, and asset. If the work order is placed on a lot, the print will state which estate the work order is placed on. If the work order is placed outside, the placement will show as 'Placed on map'.

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Unable to combine assets from a building and the map on a work order

You can’t select asset placement for a work order in both a building and on the map at the same time. If you’ve already chosen an asset placement for a work order, only assets from that category will show up when you try to add new assets.

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DaluxIcon_checklist.pngChecklists

Checklist template administration in user roles

You can set user roles permission for administrating checklist templates.

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Warning when changing a checklist template

A warning will appear when you modify checklist templates currently used in work orders. This clarifies that changes will only affect new checklists.

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Print multiple checklists

You can select and print multiple checklists at the same time.

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Supplier portal

Control document permissions for suppliers

You can set permission to documents for suppliers. You can control if the supplier is able to see and/or edit all or specific documents. 

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Show both supplier and service agreements on work orders

You can now display both the supplier and service agreement when adding them to a work order.

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Attach documents to tickets as a supplier

When a supplier creates a ticket in the supplier portal, they can now add documents to the tickets.

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HelpDesk

Settings menu redesign

The HelpDesk settings have been organized into different categories.

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Reporters can see the attached documents

The attached documents are visible to the reporter in chat on the HelpDesk portal and can be opened directly from there.

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More HelpDesk user-defined fields

The limit for HelpDesk user-defined fields is higher allowing you to create more of them.

 

Assets

New dialog when creating assets from GIS

When working with GIS, you can create one or more assets from the selected GIS objects. You can either create one asset for each GIS object or combine multiple objects into a single asset.

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Assets page toolbars 'Create' button change

The Create button in the Assets toolbar now works like the work order pages, allowing you to choose what to create.

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New placement dialog on work orders when linked to assets on the map

The placement section of work orders now includes columns for GPS, lot, and estate when assets are placed on the map.

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Classification is shown for documents attached to products

You can now view the classification code and classification in the list when looking at documents attached to products.

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Permissions for products based on classifications

Access to products is now included in asset permissions. If a user can view an asset, they can also view the product information. Since products and assets are merged, custom rights for both are managed with a classification filter. 

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Add a comment when archiving assets

When archiving assets, you can include a comment to explain the reason for archiving the asset.

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ReleaseNotes_location.pngLocations

Rooms and gross area moving to Locations

The Room and Gross area features have been moved from the DaluxIcon_documents.pngDocumentation module to the DaluxIcon_location.pngLocations module:

Rooms and gross area moving to locations.png

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Better display of import requirements for uploads

It's easier to see which uploaded files require importing, as only the files that haven't been imported will display a warning icon:

DA-29472 Proper 'requires import' message for new uploads.png

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ReleaseNotes_FM_BIM.pngDocumentation

See the change history for rooms

Changes made to room metadata can be viewed in a history log. Access the history log by clicking History when viewing a room.

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More resources

  • Dalux Academy

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  • Webinars & sneak peeks

    We hold regular product sneak peeks and online training sessions for beginner and advanced users on various topics.

  • Videos

    Browse our video tutorials, release note videos, and more on Vimeo.

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