Ideas

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.

It would be very useful to be able to set a default Severity Level, in the same way that a default "Concern Status" is set.

This would enable Wellbeing to store more sensitive data on pupils at them moment the access is by level and this means all Hms can see everything which is not good.

Creating a Search bar with Surname / Forename under Wellbeing Manager Dashboard Overview tab would help for a quick search to have the required pupil rather than the whole list. The search bar could go on the left hand side above the word 'student...

Show Approvers / limits / missing fields preventing them being on workflow, on column next/under Cost Centre when selected in Purchasing? Allows us to identify at that time if there is a discrepancy from expected approver/s

Management Accounts Report The Account indices are required fields for those transactions/values pull through. Could the report flag this / highlight any missing accounts due to blank account indices when running?

Remove 'Account Required' when using Nominals that have no Ledger link, therefore there is no Account available to select

Include in Budget Check needs to be ticked for all nominals that you want included in the Budget Check when using the Ledger Account mode However this is not very easily identifiable, when clicking the Budget Check on a PORD, could the Budget Chec...

Please add 'Create an Indicator' option to the Wizard Bar. This would ideally be in addition to the 'Create a Concern' option that is already there. Thanks