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A report in Contracts that can be filtered to show criteria ie >£100K

The customer requested that there be the ability to create and filter a report in Contracts that can be filtered to show criteria ie >£100K
Angela Herbert 3 months ago in Every Compliance / Contracts 0

Custom report builder (activities)

Enable the building of custom reports within the reports generator within the activities. I am looking to generate a report on activity entries to and from specific dates. Currently, every time I want to run a report on a specific activity, it run...
Guest 4 months ago in Every Compliance / Compliance 0

Documents

Adding a filter and search bar for documents. Like we have for Issues to be able to filter through documents easier incase of accessing files in an emergency.
Guest about 1 month ago in Every Compliance / Compliance 0

MAT Monitored filters

As a Trust, having multiple schools and multiple activities can be confusing. The compliance matrix does not pull through all of the MAT monitored activities therefore is not reporting correct data. My suggestion is that in the downloads for excel...
Guest about 1 month ago in Every Compliance / Compliance 0

Change the wording used in the email generated when a form is sent so it does not read Dear (surname)

Currently when a form is sent the parents are sent an email which begins: Dear (surname). This looks quite unprofessional and we would like to either change it to include the salutation first or change it to parent/carer.
Guest 2 months ago in IRIS Parentmail 0

Service Level Agreement Tracking (Within Issues)

One key limitation of the issues tracking module is a lack of being able to monitor each ticket against an SLA. It would be helpful if an SLA could be assigned to each ticket which shows a countdown of time remaining to allow closer monitoring, pr...
Guest 2 months ago in Every Compliance / Issues 0

Incidents - a way to notify parents

My customer today (The People's Trust) currently use Arbor to send parents notifications of incidents involving their child. They would like a way for Every Compliance to also do this ie download a report that they can then email the parent or hav...
Angela Herbert 2 months ago in Every Compliance / Incidents 0

Add Contracts Category and status to the Contracts summary table as a column header on all sites

This would enable at a glance viewing using the search and sort field, especially handy for a Trust with multi sites. .
Angie Fisher about 1 month ago in Every Compliance / Contracts 0

Contracts Administration: Reduce the need for manual intervention

Can the contracts that are set as naturally expiring, automatically expire on the set date and change the status to ceased and archive themselves? At the moment we rely on each property administration to go in and amend this, the system should be ...
Guest about 1 month ago in Every Compliance / Contracts 0

Trust contracts to share to multiple properties

The customer would like the ability to create a Contract at MAT level then distribute it to a number of schools in their Trust.
Angela Herbert 3 months ago in Every Compliance / Contracts 0