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Automatically add staff to user visibility when assigned to an action in Well-being Manager

Due to the sensitivity of the records in Well-being Manager, the visibility group is limited. Hence, authors of the concern do not automatically get visibility to the concern created. However, it would be efficient if once they are assigned to an ...
Guest 20 days ago in IRIS Ed:gen & iSAMS / Wellbeing Manager 1

Wider Search Options in Purchase Ledger

In V6 there were far more search options available. It had the ability to search the purchase ledger for a suppliers by title, account, postcode, town, address, county, country, contact, telephone, email address, bank sort code and bank account nu...
Alex Brace-Wyman 12 months ago in IRIS Financials 1 Under Investigation

Bulk update visibility

Please could we have the option of bulk-updating the visibility of all concerns for a given child? This would help immensely with staff changes, or when a child moves class, and the new staff need to be made aware of the history.
Guest about 1 month ago in IRIS Ed:gen & iSAMS / Wellbeing Manager 1

Assign actions to multiple staff

Might it be possible to allow Actions to be allocated to multiple staff at once? This could either take the form of copying the action out once per staff member chosen, or allowing more than one staff member to be assigned to a single action. Pref...
Guest about 1 month ago in IRIS Ed:gen & iSAMS / Wellbeing Manager 2

Management Accounts Report - remove decimal spaces please!

At the moment, Management Accounts Reports are showing 2 decimal spaces, which looks confusing and untidy when you are reporting on millions - can you please remove decimal places? Excel exports freezes panes under line 14, and as a result when yo...
Irena Bojanic 22 days ago in IRIS Financials 1 Under Investigation

Please set up notifications/emails for actions that have been complete on wellbeing manager

This will save a lot of time for DSLs who have several concerns to manage and have to open them individually most days to check for an action update.
Guest 27 days ago in IRIS Ed:gen & iSAMS / Wellbeing Manager 0 Good Feature

Automatic default entry of user staff name in Wizards

The following areas require the user to tell the system who they are each time they make a submission. While on the odd occasion they might be submitting something for someone else, so the ability to change the selection should remain, the lack of...

Payment Run - Ability to deselect all items.

Payment Run - Ability to deselect all items. Unable to deselect all items bought through to the select the ones you require. When wanting to pay just one item deselecting them all individually is long winded.
Becky Graham 11 months ago in IRIS Financials / Future development 4 Under Investigation

E Procurement

Allow separate settings for trad and live databases
Guest about 1 month ago in IRIS Financials 1 Already exists

Add GIRFEC to the Wellbeing Create a Concern Wizard

Currently if you have the GIRFEC function enabled you need to create a concern via the module or if using the wizard to then go into the module, look up the concern and add the GIRFEC data. Please make this a step in the wizard when a school has t...
Guest about 1 month ago in IRIS Ed:gen & iSAMS / Wellbeing Manager 1