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newreleases:release_2.18.8 [2018/09/19 17:09] – Viola Scott | newreleases:release_2.18.8 [2018/10/17 11:04] – Viola Scott | ||
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====== Release 2.18.8====== | ====== Release 2.18.8====== | ||
~~NOTOC~~ | ~~NOTOC~~ | ||
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===Add referencecode/ | ===Add referencecode/ | ||
+ | When using the bulk shift adder there is now an additional field titled ’Their Ref’ which gives you the option to free type a reference for this group of shifts as shown in the example below. | ||
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+ | This reference will be shown on the shift confirmation screen, the timesheet and the candidate shift view. If individual shift References are needed you can either edit in the Confirm view, or use the alternative grid shfit adder view. Use Ctrl + click to select the non-default shift adder if it is useful. | ||
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====The following new features require System Administrator Setup in order for them to work:==== | ====The following new features require System Administrator Setup in order for them to work:==== | ||
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===New compliance mechanism per Candidate Role=== | ===New compliance mechanism per Candidate Role=== | ||
+ | New setup for Compliance domains provide a structured mechanism for monitoring the compliance status and suitability of candidates based on their Questionnaire responses (both global and departmental). | ||
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+ | This requires a project to be managed by the Agency to setup the configuration and the processes. Please contact IQX for more information. | ||
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===Zero Pay & Charge Warnings Configurable by Division=== | ===Zero Pay & Charge Warnings Configurable by Division=== | ||
- | ===Licenced Feature - Wizard / Worksheet for applying changes | + | If your Agency is set to always have the units paid equal to units charged it is possible to configure the Timesheet Zero Pay & Charge warnings so that they are not brought up for a division. Also Secondary Agency Workers are always excluded. Contact IQX support for more information. |
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===Questionnaire code and data Restore process in maintenance=== | ===Questionnaire code and data Restore process in maintenance=== | ||
+ | If a Question or a Choice is deleted in Maintenance the data for the question and the records that had this data is now kept in a hidden table for 200 days. This means if the deletion was a mistake it can be restored - as long as no other question or choice with the SAME code has been created | ||
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====ITEM==== | ====ITEM==== | ||
===New compliance mechanism per Candidate Role=== | ===New compliance mechanism per Candidate Role=== | ||
+ | New setup for Compliance domains provide a structured mechanism for monitoring the compliance status and suitability of candidates based on their Questionnaire responses (both global and departmental). | ||
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+ | {{: | ||
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+ | This requires a project to be managed by the Agency to setup the configuration and the processes. Please contact IQX for more information. | ||
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===Zero Pay & Charge Warnings Configurable by Division=== | ===Zero Pay & Charge Warnings Configurable by Division=== | ||
- | ===Licenced Feature - Wizard / Worksheet | + | If your Agency is set to always have the units paid equal to units charged it is possible to configure the Timesheet Zero Pay & Charge warnings so that they are not brought up for a division. Also Secondary Agency Workers are always excluded. |
+ | This only applies if Temps General Settings 110 and 111 are set to Y. Contact IQX support for more information. | ||
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===Questionnaire code and data Restore process in maintenance=== | ===Questionnaire code and data Restore process in maintenance=== | ||
- | ===Simple Web and Database | + | If a Question or a Choice is deleted in Maintenance the data for the question and the records that had this data is now kept in a hidden table for 200 days. This means if the deletion was a mistake it can be restored - as long as no other question or choice with the SAME code has been created |
+ | Use the Restore Deleted button for either the Question or the Choice. | ||
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+ | ===Simple Web and Database | ||
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+ | In the Help menu is an option to allow an Internet Connectivity test. It is set up to look for www.bbc.net.uk and reports on the speed results.\\ | ||
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===Merge WPKMaintain into IQX=== | ===Merge WPKMaintain into IQX=== | ||
+ | The WPKMaintain.exe has previously been a stand alone program accessed outside IQX. It is now accessed from Maintenance when a User has Technical rights. | ||
+ | If the previous external WPKMaintain2.exe is used there will be a warning to say the user is blocked from editing the data. | ||
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===Gender Field now also on Payroll view - renamed HMRC Gender=== | ===Gender Field now also on Payroll view - renamed HMRC Gender=== | ||
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- | ===Switch to disable | + | ===Documents uploaded from IQXWeb Portal Compliance process=== |
- | Some Payroll Systems allow the payroll number to stay the same when changing tax method or other details. Most require a new record so that a Temp has to be set in IQX as P45/Leave in order to issue a NEW payroll number. | + | When a Candidate Document is uploaded from the IQXWeb Portal it has a default status of Pending visible on the Portal. When it has been ticked for Publish to Web the status changes to Authorised.\\ |
+ | When the Web uploaded document is used to create a Compliance document the version on the Documents view is now automatically Archived so that it does not appear on the Portal along side the new Compliance version. | ||
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+ | ===Switch to block payroll number checking when changing composite template=== | ||
+ | Some Payroll Systems allow the payroll number to stay the same when changing tax method or other details. Most require a new record so that a Temp has to be set in IQX as P45/Leave in order to issue a NEW payroll number. | ||
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+ | ===Allow web service call for Telephony links=== | ||
+ | Allow web service call to create a contact event without passing the staffid. Userstaffid will be used if none is passed. | ||
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===Switch to allow spaces in Question Choice analysis field, default is NOT allowed.=== | ===Switch to allow spaces in Question Choice analysis field, default is NOT allowed.=== | ||
- | In the Questionnaire Setup the Choices Analysis field (tagchoice.analysis) had been restricted to blocking spaces as this can cause processing errors if the analysis field is used for some export purposes. | + | In the Questionnaire Setup the Choices Analysis field (tagchoice.analysis) had been restricted to blocking spaces as this can cause processing errors if the analysis field is used for some export purposes. |
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===Add Find and Line Number to Database Functions=== | ===Add Find and Line Number to Database Functions=== | ||
- | Database Functions editing have new features to assist with editing: Finding specific text, Line Numbering and Line number Go To. | + | Database Functions editing have new features to assist with editing: Finding specific text, Line Numbering and Line number Go To. These are fields available in the top bar of the function. |
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===Add indicator to General Settings to show that a Custom HTML SMS function is in use=== | ===Add indicator to General Settings to show that a Custom HTML SMS function is in use=== | ||
- | Some SMS providers need a more complex HTTP request script than in General Settings - Email & Telephony. | + | Some SMS providers need a more complex HTTP request script than in General Settings - Email & Telephony. |
- | -pic of note | + | {{: |
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* Holiday Pay button showing on Timesheet when a user is set to not showing Holiday Pay. | * Holiday Pay button showing on Timesheet when a user is set to not showing Holiday Pay. | ||
* Person Thumbnail Photo being overwritten so moved to left | * Person Thumbnail Photo being overwritten so moved to left | ||
+ | * Hyperlinked email addresses showing on New Record CV text again | ||
* Fix Drag-Merge payroll number for Accord-Linked Candidates | * Fix Drag-Merge payroll number for Accord-Linked Candidates | ||
* Composite Co Pay Template - loosing VAT Registered setting on re-edit. | * Composite Co Pay Template - loosing VAT Registered setting on re-edit. | ||
* Broadbean returning the wrong candidate CV information | * Broadbean returning the wrong candidate CV information | ||
+ | * Broadbean fix restriction on re-advertising jobs | ||
* Privacy - Extend to hide the state from Temp Desk - Temps and Expiry Dates | * Privacy - Extend to hide the state from Temp Desk - Temps and Expiry Dates | ||
* Privacy - Extend in Vacancy & Mailmerge Add form, CE letter text hide | * Privacy - Extend in Vacancy & Mailmerge Add form, CE letter text hide | ||
* Web uploaded Documents process to Compliance - remove original from Documents | * Web uploaded Documents process to Compliance - remove original from Documents | ||
* Availability Reasons order - needs to be ordered by Code | * Availability Reasons order - needs to be ordered by Code | ||
- | * company | + | * Company |
+ | * Company Departmental Question Auditing | ||
+ | * Audit shift being manually cascaded on shift viewer | ||
+ | * Group folders in Favourites vanishing | ||
* Sales Consultant - Edit Contact details method to clear by another user | * Sales Consultant - Edit Contact details method to clear by another user | ||
* Image pasting problem with convert to HTML in Contact Event | * Image pasting problem with convert to HTML in Contact Event | ||
* Save Email from Inbox - Selecting the correct Contacts by Division | * Save Email from Inbox - Selecting the correct Contacts by Division | ||
* Correction of print count on mail merge - print | * Correction of print count on mail merge - print | ||
+ | * MailChimp fix error message when subscribing candidate or contact | ||
* User Leave button - user record blank because of a null issue for old users. | * User Leave button - user record blank because of a null issue for old users. | ||
* Rate Schemes - Cancel when Asked "Do you want to delete the ENTIRE rate scheme" | * Rate Schemes - Cancel when Asked "Do you want to delete the ENTIRE rate scheme" | ||
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