Contracts that are set to automatically rollover should not require manual intervention the keep changing the date. Is there a way for the system to recognise that the contract is set to automatically rollover to the renewal date specified when th...
When running reports from the compliance matrix, would it be possible to show the "done awaiting paperwork in a different colour so that it can be filtered separately in excel.
I think a copy and paste feature should be added for checklists, As i have found if i were to make a firedoor checklist for the fire door checks. I would have to write out over 100 separate sections of the same thing where it could just be copy an...
Contracts Administration: Reduce the need for manual intervention
Can the contracts that are set as naturally expiring, automatically expire on the set date and change the status to ceased and archive themselves? At the moment we rely on each property administration to go in and amend this, the system should be ...
I would like to be able to set a timescale once a ticket is created for action to take place, so say after a set time period whether thats days or weeks a flag is created by the issue to highlight the lack of actions
The ability to turn activities that are 'completed-awaiting documents' amber.
Currently, when an activity is awaiting documentation, the colour is red or green. Green makes it look completed and that there is nothing outstanding, whereas red makes it appear as if the activity has not been completed. This has created a lot o...
having a tick box on the compliancy matrix so when setting up new schools and adding the Activities, You can tick the activities you needed rather than going though each one, 1 at a time
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