Help option when you select a function or go to complete a transaction it will then attach the help to guide.
If when you say go to enter an invoice a wizard tool appears with the option of an how to guide attached to it would really help with training and development on IRIS financials. It would also allow a standard way or working. This could also be us...
It would be really helpful if the NATURE box under the category of SAFEGUARDING in 'create a concern' in wellbeing manager had a drop down menu - so that staff cannot input whatever they like...and therefore my reports to analyse the nature of con...
Diary - Be Able to Add Custom Fields / Have Template
When you add a Diary, the Medical Team would like to standardise what information should be entered as a minimum. They would like this done either by: Adding Custom Fields Having the Reason field (text box) be populated with certain questions so t...
Allow filtering/searching of applicants based on fields held within a Student Register. Much as can be done within Pupil Manager or elsewhere. Without this is very much limits what can be done with Student Registers for admissions.
When reconciling, why do you have to leave the screens when you have reconciled items, Why cant we stay on the reconciliation page to continue reconciling.
Jamie Vincent
about 3 years ago
in IRIS Financials
2
Planned
When clicking a star in Pupil Manager - land on the Register vs the Screening Page so teachers have relevant info.
In the previous SEN Manager, teachers were able to click on a star in their class list and view immediately the overview of the student's SEND. Now, they land on a screening page, instead of having the support info they need in a single click.