Ideas

Right now, downloading the All Issues.xlsx report from the KPIs menu gives you every ticket ever created for a category. When there are a large amount of tickets, the report is incredibly hard to manage, often crashing the spreadsheet software if ...

I want to be able to archive an Activity in each site in one go. Un-mapping will only help me see it as N/A at MAT level, but schools can continue completing, so I need to amend at school level.

At present when creating a purchase REQ the attachments that someone adds are not automatically carried forward onto a PO when creating this. This causes additional workloads to ensure you have downloaded the REQ attachments and then to upload to ...

Being able to duplicate an exiting checklist as a template would speed up the creation and consistency of format and layout, particularly where a MAT is using checklists extensively

We don't have a process for the handling of cancelling additional BACs documents such as B2, B3, etc. You'll have to undo the allocation and manually cancel the B2 or B3 document. I think this is a fundamental issue. We have the ability to create ...

Enable a function that makes attaching documentation mandatory to selected Activities, and not allow completion until attached.

It would be helpful if GRNs or part of could be written off or cancelled and revert back to PORD in order for it to be written off. We are still learning the system and a few items have been progressed in error which need to be cancelled.

Ability to attach a file upon creating a document via Document Input. Would save users going back into the document to attach the file. If this function could additionally work in the same way that Purchasing works where the attachment is copied/m...

Could there be an better way to remove commitments? e.g. If I receive an invoice which values does not match the PO but for full quantity, this leaves the value as a commitment but there's no way to remove these without contacting support

It would be really helpful if you could add needs completing, ie a MS Form but somehow the system knows it has been completed. A little bit like adding a checklist to the document that needs answering before confirming it is done. EG I need them t...