Ideas

It would be good if there was the option of updating an existing Concern from a newly created Indicator or Concern. We're just getting set up to use this module for the first time, and it seems like there might be times when a new Indicator or Con...

I am undergoing a purchase ledger tidy up, after 14 years of adding accounts, I need to rationalise and combine accounts to become PRF suppliers, however, this is creating a lot of closed accounts, is it possible to create an archive of these acco...

Currently, the 'Student Timeline' only displays concerns when a student is the 'Subject' of that concern. It would be useful if the timeline displayed all concerns a student is linked to regardless of whether they are the 'Subject' or 'Bystander' ...

Let me run you through our process: When a concern is logged, we DO NOT give the person logging the ability to assign visibility. This is because we don't want them to add in every person they can think of relating to the child, thinking that they...

In PSF v6 and earlier, it was possible to run an account enquiry at an ‘as at’ date. This was useful if you wanted to see – for example – which invoices were outstanding at the end of a month which had subsequently been paid, or which transactions...

Currently every user has to manually input the report server / report template / smtp settings. When granting a user access to the emailing suite, could admin have the option to 'copy settings from' another user?

MTD types in analysis fields of VAT Account, could it also put this on the docs inside the vat account? Gives easy access to confirm when a document has been included in a VAT return

Please could we have a search function, allowing us to search using any of the fields from a Concern (and whether or not documents have been attached to the concern), on the Concerns list for each child?

Please could we have the option, when creating a new action, to copy that action across to any linked concerns? This would save a huge amount of admin time when dealing with complex concerns involving multiple children.

We would like it if we can trigger a workflow based on the total reward points of a particular type in a given time period.