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Streamline the process of creating a new user

We find the process of creating a new user really long winded and often we miss certain elements. A user friendly function which adds the user to all the right areas of the system with the right access would be amazing.
Philippa Dykes almost 3 years ago in IRIS Financials 3 Development Complete

Create a Concern Wizard to include Add Action

Create a concern wizard currently allows teachers/staff to create a concern about an individual but stops short of allowing the person creating the concern to add actions for follow-up. Actions are only accessible by entering the full Wellbeing Ma...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / Wellbeing Manager 1 Good Feature

Set Default VAT Codes By Nominal

At the moment you can set a default VAT code but that applies to every order you place. On Financials you are able to set a default VAT code on a per nominal basis. It would be good if these defaults could carry over to PS Purchasing too.
Guest about 2 months ago in IRIS PS Purchasing 1 Under Investigation

View IRIS Financials on multiple screens

Customers, and I, would like to be able to view the IRIS Financials (EDU) over multiple screens ie main desktop on one screen and other drop down options on a 2nd monitor. Currently they all load on the screen that has the main landing page on it ...
Angela Herbert about 1 year ago in IRIS Financials / Future development 8 Already exists

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 4 months ago in IRIS Ed:gen & iSAMS / Wellbeing Manager 1 Already Present

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 4 months ago in IRIS Ed:gen & iSAMS / Wellbeing Manager 2 Good Feature

To enable school administrators to build custom reports

No description provided
Julia Vekrikas almost 3 years ago in IRIS PlusPay 1 Will not implement

Allow Life Event notifications to be sent to all Pupil's Teachers

We have been using Wellbeing Manager for a couple of years now. In the main it has been well received by our safeguarding team and teachers. One of the biggest frustrations however is that Life Event notifications / reminders cannot be set up to b...
Guest about 2 years ago in IRIS Ed:gen & iSAMS / Wellbeing Manager 0 Good Feature

Allow uploaded documents to be viewed without downloading

It seems dangerous to force users to download documents regarding concerns rather than have a default option to view them in a browser without actually downloading it.. Whilst it is not iSAMS' concern what happens to a document after it has been d...
Guest about 6 years ago in IRIS Ed:gen & iSAMS / Wellbeing Manager 1 In Discovery

'Roles to Notify' should have the option to select the HSM, Tutor, SENCO

'Roles to Notify' currently pulls from the Primary Job Role field in HR manager which is not very useful. We need be able to select HSM (Housemaster/mistress), Tutor, etc for this feature to be useful. Pulling from User Groups or Security Profiles...
Guest over 6 years ago in IRIS Ed:gen & iSAMS / Wellbeing Manager 2 Good Feature