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A report in Contracts that can be filtered to show criteria ie >£100K

The customer requested that there be the ability to create and filter a report in Contracts that can be filtered to show criteria ie >£100K
Angela Herbert 3 months ago in Every Compliance / Contracts 0

Custom report builder (activities)

Enable the building of custom reports within the reports generator within the activities. I am looking to generate a report on activity entries to and from specific dates. Currently, every time I want to run a report on a specific activity, it run...
Guest 4 months ago in Every Compliance / Compliance 0

Mass upload of documents

It would save a lot of time when uploading documents such as contracts, etc
Guest over 1 year ago in IRIS Ed:gen & iSAMS / HR Manager 0 In Discovery

Option to override auto-capitalisation of surname in Human Resources Manager

We are unable to have lowercase surnames in iSAMS for people with von, van or di surnames, there need to be a override
Guest 4 months ago in IRIS Ed:gen & iSAMS / HR Manager 1 Awaiting Review

Checklists

Can checklists added to an activity that get updated at MAT level automatically filter down to each property without having to unmap and re-map the activity. The responsible person is then in my email but this needs to be the individual property e...
Guest 2 months ago in Every Compliance / Compliance 0

Mark reports as complete in bulk

When a year tutor for example wants to write one general comment for a set of reports, we tend to hard code it into our printing templates, which is not ideal, as this can change with each cycle. Instead an ideal solution would be to allow the yea...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / Reports Wizard 1 Good Feature

Documents

Adding a filter and search bar for documents. Like we have for Issues to be able to filter through documents easier incase of accessing files in an emergency.
Guest about 1 month ago in Every Compliance / Compliance 0

Service Level Agreement Tracking (Within Issues)

One key limitation of the issues tracking module is a lack of being able to monitor each ticket against an SLA. It would be helpful if an SLA could be assigned to each ticket which shows a countdown of time remaining to allow closer monitoring, pr...
Guest 2 months ago in Every Compliance / Issues 0

MAT Monitored filters

As a Trust, having multiple schools and multiple activities can be confusing. The compliance matrix does not pull through all of the MAT monitored activities therefore is not reporting correct data. My suggestion is that in the downloads for excel...
Guest about 1 month ago in Every Compliance / Compliance 0

Incidents - a way to notify parents

My customer today (The People's Trust) currently use Arbor to send parents notifications of incidents involving their child. They would like a way for Every Compliance to also do this ie download a report that they can then email the parent or hav...
Angela Herbert 2 months ago in Every Compliance / Incidents 0