Ideas

It would be useful to be able to see courses that have expired or are about to expire.It would be useful to be notified when a completed course needs renewing.

The customer mentioned that it would be a good idea to have a warning come up to let them know that a Contract is coming up for renewal (say 30 days) so that they can start looking at Contracts with better value where possible. They would also pre...

When completing statement reconciliations, customer wanted to view the opening and closing balances as an extra check that the reconciliation is as it should be.

The guides do not explain to a user the different between and approve and amendments suggested process. We have more than one approved and if someone suggests an amendment it deletes the whole policy. This is time consuming and a waste of time as ...

In Multi-Site Global Search when using the Incidents Tab, the table does not show the Sub-Status , is possible to enable this. Also is it possible to create a incidents report when using Multi-Site Global Search, the Reports Tab dropdown menu does...

Unfortunately, there isn’t currently a function to map checklists to schools directly from MAT level they would need to be created at each school level individually. A possible workaround is to add the checklist to a MAT‑level activity and then ma...

There should be an option such that a change in the registered office of the customer will automatically update for every individual client

This will enable consistency for reporting purposes as this is currently a free text field.

We use every compliance to raise issue for our site manager, when you download the reports, is it possible to include any responses that have been added to the issue?

After an asset has been disposed of it isnt currently possible to revisit it and add a reason why. Customer today had a few that he wanted to do this to but wasnt able to.