When running reports from the compliance matrix, would it be possible to show the "done awaiting paperwork in a different colour so that it can be filtered separately in excel.
Option to make it compulsory to upload a document for a particular issue category
We have a category 'Events' and for that we want a form completed giving lots of details about the event so that it covers everything from furniture setups to letters required and refreshments needed. If a user selects the category event we want i...
Can there be a new field in activities for the location of the activity
When creating an activity at school or Trust level, we currently have no way of putting the location of where the activity is to be undertaken/completed, having the new field for this would allow a location to be added and will provide a better de...
Contracts that are set to automatically rollover should not require manual intervention the keep changing the date. Is there a way for the system to recognise that the contract is set to automatically rollover to the renewal date specified when th...
Facility to create additional fields within the Every business activities.
If there was an option to create additional fields, for example activity specific instructions, sequence of works or any other relevant information, this could make the delivery of the activity more efficient.
having a tick box on the compliancy matrix so when setting up new schools and adding the Activities, You can tick the activities you needed rather than going though each one, 1 at a time
Export all activities assigned to a specific person
It would be extremely useful to be able to export all activities that are assigned to a specific person or team. The 'Audit User Report' is not effective
Differentiate between Central and Local Documents for the end user
When I log into My Tasks the Document library has 100's of documents in and it would only get worse. Could you add in another tab across the top to differentiate between the local and central documents to search through