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Copy Checklist to use as template

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
David Morris 7 months ago in Every Compliance / Compliance 0

Change category on Activity at Mat Level and push out

In the 'Edit Activity Details' window that appears when making changes on the mapping screen, the category should be an option, so that I can change this at every site with one action, rather than having to change in each individual school.
David Morris 7 months ago in Every Compliance / Compliance 0

At REQ Stage to carry forward attachments to PORD stage

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 ...
Guest over 2 years ago in IRIS Financials / Future development 1 In Development

Commitment removal

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
Guest 7 months ago in IRIS Financials 1 Awaiting Prioritization

Distributing documents that need more than acknowledgment.

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...
Lyndsay Teasdale 7 months ago in Every Compliance / Documents 0

Ability to attach a file upon creating a document via Document Input.

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...
Becky Graham almost 2 years ago in IRIS Financials / Future development 0 Planned

App

HI, please could you redo the app for the Android user as I used this for my work which was extremely useful
Guest 5 months ago in Every Compliance / Compliance 0

Incident reporting analytics

It would be helpful to be able to modify the incident analytics and reports. For example show incident type and affected party roll so our SLT can easily see groups of incidents or trends such as abuse against staff.
Guest 3 months ago in Every Compliance / Incidents 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 11 months ago in Every Compliance / Contracts 2

Cancelling GRNs

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.
Carol Clark over 1 year ago in IRIS Financials / Future development 0 Under Investigation