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PINNED Gathering Feedback - Bank Account De-activation
We’re proposing the ability to deactivate bank accounts within the system, helping finance teams better manage obsolete or inactive accounts without compromising historical data. Currently, all bank accounts remain available for selection in trans...
PINNED Gathering Feedback - Integrate various Journal Types with AP & AR Ledgers
We’re proposing a major enhancement to journal processing by integrating key journal types - such as accruals, prepayments, deferred income, and deferrals - directly with the AP and AR ledgers, enabling full alignment with customer and supplier ac...

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Tools for managing data in iSAMS (GDPR)

I am posting the following here at the advice of out Account manager. It relates to a number of iSAMS modules and issues we have in applying GDPR principles with the tools provided within iSAMS. Under GDPR good practice we wrote a list of the data...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / Data Protection 2 In Discovery

Warning for Schools when importing DfE CTFs not to update Basic details so case of names not changes in the system

When importing Assessment files from DfE if a school forgets to change the field to not update basic details it changes all the Pupil names to capital letters in Ed:gen. A warning message would be helpful.
Guest over 2 years ago in IRIS Ed:gen & iSAMS / Student Manager 0 In Discovery

Create a Concern Wizard to include Add Action

Create a concern wizard currently allows teachers/staff to create a concern about an individual but stops short of allowing the person creating the concern to add actions for follow-up. Actions are only accessible by entering the full Wellbeing Ma...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / Wellbeing Manager 1 Good Feature

Option for allocation of 'area's in Control Panel

It would be very useful to be able to allocate certain areas of control panel to different users - eg HR could do with use of: User Accounts Permissions and profiles Modules and programmes But not other areas eg they have no use of payment or Glob...
Guest 4 months ago in IRIS Ed:gen & iSAMS / Control Panel 0 Awaiting Review

Integrate multiple teachers and locations for a teaching set to reflect once in timetable

Allowing multiple teachers and locations for a teaching set to reflect once in timetable. Also, timetable is not showing on associated teacher's schedule. It would be good for the associated teachers to have the teaching period being shown and ref...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / Timetable Manager 1 In Discovery

Allow on screen viewing of uploaded pupil documents without downloading.

Allow on-screen viewing of uploaded pupil documents without downloading them. This would keep sensitive documents secure within iSAMS and not lying around on users PC's
Guest almost 3 years ago in IRIS Ed:gen & iSAMS / Admissions Manager 0 In Discovery

Excluding Supplier from Approval in PL

Prior to the new workflow in iFinance, it was possible to exclude a supplier—such as utility companies—from the approval process simply by ticking a box in their supplier details. With the updated workflow, however, you now have to manually add th...
Guest about 2 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Change the emphasis of the buttons when saving form pages.

Change the way the buttons at the bottom of the form look and perform to make it more obvious what is required 'next'. See attached for screenshots.
Guest about 2 months ago in IRIS Ed:gen & iSAMS / Admissions Portal 0 Awaiting Review

Admissions Portal Form - Ability to customise auto response when completed

When parents complete an iSAMS Enquiry form, they get a generic message to say that the form has been successfully submited. As this may be the first response from us to the parent, we would like to be able to personalise the message to thank them...
Guest about 2 months ago in IRIS Ed:gen & iSAMS / Admissions 0 Awaiting Review

Trust-wide reporting of cases with complete audit trail

The system is useful in that it is possible to create cases with complete audit logs and user notes, as well as uploading documents to the system. However, it would be a significantly useful tool for users to be able to pull reports at a school (e...
Guest about 2 months ago in Every HR / Case Management 1 Good Feature