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Automatically add staff to user visibility when assigned to an action in Well-being Manager

Due to the sensitivity of the records in Well-being Manager, the visibility group is limited. Hence, authors of the concern do not automatically get visibility to the concern created. However, it would be efficient if once they are assigned to an ...
Guest 13 days ago in IRIS Ed:gen & iSAMS / Wellbeing Manager 0 Awaiting Review

GL Extract

Can a report be available or an amendment in Accounting to be able to export more lines on the document enquiry when downloading the GL Extract for auditors. Due to the limit of lines several detail enquiries need to be ran in order to obtain all ...
Amelia Okeke 26 days ago in IRIS Financials / Future development 2 Already exists

Management Accounts Report - remove decimal spaces please!

At the moment, Management Accounts Reports are showing 2 decimal spaces, which looks confusing and untidy when you are reporting on millions - can you please remove decimal places? Excel exports freezes panes under line 14, and as a result when yo...
Irena Bojanic 15 days ago in IRIS Financials 1 Under Investigation

Notifications when wellbeing concerns are updated.

When concerns are updated as staff may have further information the only way of knowing this is by continually going into the concern and checking. It would be ideal if each time the concern was re-saved that it sent another notification (at least...
Guest 3 months ago in IRIS Ed:gen & iSAMS / Wellbeing Manager 0 Good Feature

Document transfer with Wellbeing concerns

When transferring Safeguarding files to other settings such as post 16, we are suppose to send all safeguarding items, however the documents that are attached to concerns does not download along with the pupil concern sheet and all documents need ...
Guest 3 months ago in IRIS Ed:gen & iSAMS / Wellbeing Manager 0 Awaiting Review

Bulk update visibility

Please could we have the option of bulk-updating the visibility of all concerns for a given child? This would help immensely with staff changes, or when a child moves class, and the new staff need to be made aware of the history.
Guest about 1 month ago in IRIS Ed:gen & iSAMS / Wellbeing Manager 1

Assign actions to multiple staff

Might it be possible to allow Actions to be allocated to multiple staff at once? This could either take the form of copying the action out once per staff member chosen, or allowing more than one staff member to be assigned to a single action. Pref...
Guest about 1 month ago in IRIS Ed:gen & iSAMS / Wellbeing Manager 2

Duplicate Invoice Number checks POIN against PI

Duplicate invoice checker should check POINS against PI's and Vice Versa to avoid paying the same invoice twice.
Guest about 1 year ago in IRIS Financials / Future development 2 Under Investigation

Please set up notifications/emails for actions that have been complete on wellbeing manager

This will save a lot of time for DSLs who have several concerns to manage and have to open them individually most days to check for an action update.
Guest 20 days ago in IRIS Ed:gen & iSAMS / Wellbeing Manager 0 Good Feature

Wider Search Options in Purchase Ledger

In V6 there were far more search options available. It had the ability to search the purchase ledger for a suppliers by title, account, postcode, town, address, county, country, contact, telephone, email address, bank sort code and bank account nu...
Alex Brace-Wyman 11 months ago in IRIS Financials 1 Under Investigation