One of my colleagues has noted that as we are using wellbeing manager more and more it is becoming increasingly difficult to identify the concerns that are relevant to him in a timely manner. He wondered if it would be possible to add filters on t...
Have a link to HR that can work out shift patterns and allocate the correct person to an activity by whether that person is on shift that day
Have a link to HR that can work out shift patterns and allocate the correct person to an activity by whether that person is on shift that day/time. The customer would like it so that the activity gets allocated to a person currently and if that pe...
Report to highlight outstanding documents due back from Suppliers
The customer wanted a report to highlight outstanding documents that are due back from Suppliers but havent been received yet and a facility to send reminders to supply them
Within Contracts module have a selection option for budget & ledger codes
Within Contracts module have a selection option for budget & ledger codes that would allow the user to select codes and ledgers as appropriate ie a settings option maybe
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...
Customer requested that it be developed whereby there is a way to bulk import documents into the Policy & Documents module in Compliance. He has many documents & policies that he needs to move across and it will take him a long time to com...
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...