Ideas

We have mandatory checklists on all activities to ensure diligence of check. Currently, the system will not allow the status of the activity to be changed to ‘completed awaiting documentation’ when a mandatory checklist is attached. Can this be ch...

Having one set of colour parameters across all activities is not helpful - some items based on frequency are never showing as green - it would be better to set these at activity level or for the system to recognise frequency. E.g. if a weekly acti...

There are occasions we need an Activity completing just once - there should be an option to NOT have a frequency on an Activity, so that once complete it sits as a record without repeat.

Is it possible to set all searches as all periods as a default, we spend hours searching the purchase ledger and everytime we go into it, we have to change the settings to be all periods, could this not be the default setting, across the board for...

Feature Request: Automatic Categorisation and Notification for Email-Created Issues The new email-to-ticket creation functionality is a welcome addition and is already proving useful. However, we have identified a gap in the current workflow that ...

When items are flagged in a checklist - they should automatically be raised as an issue. The only way I would know if a school has issues within the checklists is if I physically open and scroll through - not a great use of my time.

When safeguarding documentation such as DBS checks are added to supplier profiles it would be helpful for this to be shared with all property's. Suppliers are active across multiple sites and are having to send the information to each individually.

We set our own descriptions on our MAT, if I were to change a description at MAT level. It doesn't take effect at school level even though they are mapped. This then means you have to go into each property and change each description seperately.

Duplicate invoice checker should check POINS against PI's and Vice Versa to avoid paying the same invoice twice.