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Filter by Category on Wellbeing Manage Records page

I had made a massive error recently and accidentally bulk assigned visibility of a range of safeguarding records to the incorrect user group. Thankfully the user group assigned was a very small group that work closely with the safeguarding team an...
Guest 8 months ago in IRIS Ed:gen & iSAMS / Wellbeing Manager 0 Good Feature

Wellbeing Email Templates - Make them editable.

There is currently no way an end user can edit the default Wellbeing emails. Ideally, the template should be available with the rest in Control Panel Home -> Applications & Services -> E-Mail Manager -> Manage E-Mail Templates At th...
Guest 8 months ago in IRIS Ed:gen & iSAMS / Wellbeing Manager 0 Good Feature

drop down for nature box

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...
Guest 8 months ago in IRIS Ed:gen & iSAMS / Wellbeing Manager 0 Good Feature

Training Reports

Why isn't there an easy way to run a report on who "hasn't" done certain training? Out of our 300 odd staff I want to know if anyone hasnt done Prevent training - how can I do that?
Guest 4 months ago in Every HR / Training & CPD 0 Awaiting Review

Training Reports

Reports are very basic and cumbersome. Why can't reports show only the latest up to date training? When you run a report it gives historic training too which complicates and is not necessary. I do not need to know the person has completed 4 lots o...
Guest 4 months ago in Every HR / Report Builder 0 Awaiting Review

Single input screen for invoices which identifies POIN / PI to avoid duplicate work

Currently if an invoice is started to be processed as a PI, and a subsequent order number is spotted, it has to be cancelled and the data entry has to start again on the purchasing suite. It would be much more efficient if there was a single input...
Guest 12 months ago in IRIS Financials / Future development 1 Planned for a future major release

Opening / Closing Bank Reconciliation

It would be beneficial to have the opening and closing bank balances whilst reconciling the bank account rather than just a 0.00 balance.
laura Evans over 2 years ago in IRIS Financials 1 Under Investigation

Remove school prefix from supplier account numbers

I would like to use the same supplier reference for all suppliers so that they receive just one remittance advice note and all payments are applied to the same supplier reference. The school prefix has caused a problem for me with a large credit n...
Guest 4 months ago in IRIS Financials / Future development 1 Already exists

Is it possible to have a document log in accounting

We currently have the ability to see who the last person to open and read the document is, but could we maybe see a log of who created it as well.
Jamie Vincent about 2 years ago in IRIS Financials 2 Planned

Hierarchical permission sets

Limit and restrict access to employee records at a more granular level.
Guest 4 months ago in Every HR / Admin 0 In Discovery