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Standardise Embed Document Filter options

When using the Embed All Documents option at Trust level, you can only filter the documents by Category. However, when using the Embed All Documents at property level, you can only filter the documents by Type (despite the default option saying 'A...
Guest 4 months ago in Every Compliance / Documents 0

Add reason to allcases file in the SFTP output

I was wondering if it possible to add a 'Reason' column into the AllCases table? This would be really useful and make the data much more powerful - understanding the types of cases and why would be a useful set of information.
Guest 4 months ago in Every HR / Case Management 1 Good Feature

Asset disposal - revisit to add a description (reason)

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.
Angela Herbert 10 months ago in Every Compliance / Assets 0

Trust-wide reporting of cases with complete audit trail

The system is useful in that it is possible to create cases with complete audit logs and user notes, as well as uploading documents to the system. However, it would be a significantly useful tool for users to be able to pull reports at a school (e...
Guest 5 months ago in Every HR / Case Management 1 Good Feature

IRIS Financials Sync

The ability to sync contracts data from the BM module to IRIS Financials in a digital way.
Bradley Allen 5 months ago in Every Compliance / Business 0

Transfer tickets between sites

Hi is it possible to add the transfer option for issues as we currently use to transfer assets between sites? Please find the screenshot of the transfer option attached. Kind regards, Ilia
Guest 6 months ago in Every Compliance / Issues 0

Cost column removed for issues only users

Enlighten Learning Trust requested that the Cost column is not on view to Issues Only users
Angela Herbert 7 months ago in Every Compliance / Issues 0

Activities options to have a "booked in" option when updating

When using the Activities module and updating the activity. The customer (Enlighten Learning Trust) requested that there be an additional option of "booked in" and not just the open, closed, awaiting documentation. They also request that this fiel...
Angela Herbert 7 months ago in Every Compliance / Business 0

Improvement to Logging Issue on Compliance

Can we adapt the Issues module “Log Issue” landing page so we can achieve what is required. We would like to use it for logging CAPEX projects and to aid to this we are looking to adapt the “location” box to include drop downs/selection choices. T...
Guest 7 months ago in Every Compliance / Business 1

Project 'Timeline' Order - by date not name

Timeline tab within a project is like a GANTT chart however currently it lists bars by alphabetical by title. it would be better to list the items by date order i.e whichever has the first due date is the furthest left and the righ hand dates are ...
Liv Malthouse 7 months ago in Every Compliance / Projects 1 Planned