====== Release 2.24.20 ===


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<alert type="info">If you have custom forms defined in IQX, not all new features may be available to you. Your agency custom forms are shown on Help – About.</alert>
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  *[[#tabs-user|Features]]
  *[[#tabs-enhancements|Enhancements]]
  *[[#tabs-admin|System Administrator]]
  *[[#tabs-fixes|Fixes]]



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===== FEATURES =====
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==== Document Signing and Notifications ====

For agencies using Rpost this can now be integrated with notifications for sending documents out to be signed.  Notification templates can attach a report that contains the signing tags, allowing you to send HTML emails with the documents to be signed attached.\\ \\

{{::e_sign_and_notif.png?400|}}

This requires System Administrator set up. \\ \\



==== Daylight Saving Changes ====

Rate Scripts can now take account of daylight saving time and the hours worked will be adjusted up or down by an hour if the candidate shift starts before 1am, ends on or after 2am and is longer than an hour on the night the clocks change.  Those completing timesheets will no longer need to manually adjust for the clocks changing.  Requires System Admin Set Up. \\ \\

==== Move Shift - limiting Vacancies presented ==== 

The ability to move shift(s) individually or in bulk has been added to the TempDesk shifts view. In order for shifts to be moved they need to be for the same Company and the same Department and you can determine (via a new switch) if it should also be the same TempDesk or all TempDesks.

Move shift at the bottom is for moving single shifts and Move at the top allows you to Ctrl+click to select and move multiple.

{{::tempdesk_move_shifts.png?600|}}

Your system administrator will be able to set the General setting should you decide that shifts should only be moved to vacancies that are on the same desk.





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===== ENHANCEMENTS =====
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==== Payroll Documents view for Shape Payroll ==== 

For Agencies using Shape Payroll it is now possible to pull payslips and other payroll documents back into the database to be attached to the candidate record.  This requires administrator set up, please contact IQX Support. \\ \\ 



==== Charts improvements  ==== 

In IQX managers can set up teams of people called Ops Teams.   You can now filter by consultant Ops Team. Look under Filters > Consultant (on every table which can link to a consultant) and you will see a new option, ‘Team’. Note: at design time you can only select from your OWN teams, but when others view your chart and it will filter by the team you selected.

When doing a performance chart of Shifts, you can now select ‘Date Entered’ instead of ‘Date’ as the basis date for the statistics. \\ \\ 

{{::charts_teams.png?400|}}

A new role has been created to enable only certain users to create new charts, users without the role will only be able to see the dashboard and charts others have given them access to. \\ \\ 


==== PNG Compliance Documents ====
The ability to add a compliance document that has a file type of PNG has been added. In addition to this if you have a PNG file in the documents view this can now be copied to compliance as well. \\ \\

==== Email Address Field increase size ====
The email address field can now accept up to 200 characters. \\ \\

==== New Filters  ====

Filters have been added to various places in IQX to make finding particular records quicker and easier. These are in the following views, Maintenance>Temps Setup > Temp Desks, Shift Types, Timesheet Cancel Reasons, Shift Cancel Reasons, Shift Order Reasons, Shift Progress States, Unavailability Reasons, Secondary Agency Applicant States, TS Query Reasons, Rate Schemes (in the bottom section once expanded) as well as Vacancy > Rates and Company > Select. \\ \\

In addition to this Payroll Years within Temps Setup are now ordered in descending date order. \\ \\ 








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===== System Administrator =====
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==== Daylight Saving Changes ====

Rate Scripts can now take account of daylight saving time and the hours worked will be adjusted up or down by an hour if the candidate shift starts before 1am, ends on or after 2am and is longer than an hour on the night the clocks change.  For each temp desk that needs to take account of this you should tick ‘Adjust for British Summer Time Change’ on the temp desk settings.

==== Move Shift - limiting Vacancies presented ==== 

The ability to move shift(s) individually or in bulk has been added to the TempDesk shifts view. In order for shifts to be moved they need to be for the same Company and the same Department and you can determine (via a new switch) if it should also be the same TempDesk or all TempDesks.

Move shift at the bottom is for moving single shifts and Move at the top allows you to Ctrl+click to select and move multiple.

{{::tempdesk_move_shifts.png?600|}}

Your system administrator will be able to set the General setting should you decide that shifts should only be moved to vacancies that are on the same desk.

System Admin

If you need to set so that shifts can only be moved to vacancies that are on the same TempDesk then please set General Setting under the group of Temps number 1240 to 'Y'.

{{:td_move_shifts_new_switch.png?600|}}


==== Bulk Updating Records from the Selector ==== 

In order to keep temp desks tidy and under control we have a new method of bulk updating vacancies and placements.  Users can process vacancy and placements from the tempdesk to the relevant selector and bulk update them from there without needing to go to the reports view and run a job.  A new User layout setting “Hide Bulk Update Button” has been created for this purpose. When this is ticked the Bulk Update button can’t be seen on vacancy and placement selectors. \\ \\ 

==== Role to Add New Companies ====

Individual users can be prohibited from adding new client records by turning on the new user role ‘Cannot create new company records’.

==== Document Signing and Notifications ====

For agencies using Rpost this can now be integrated with notifications for sending documents out to be signed.  This requires System Administrator set up.

The special e-signing tags need to be included in RTM reports that are attached to the notification template.  IQX Support can provide assistance with this.

==== Remembering Filters ====

Throughout IQX Filters now retain what is typed in them after the record is updated.

==== Timesheet Questionnaire button on Temp Desk ====

Users are now able to answer Timesheet questions without the need to open the timesheet (for example if they don’t have the rights) by using the New Questionnaire Button on the Temp Desk Timesheet view.

{{::td_timesheet_questionnaire.png?600|Pic - TD Timesheet Questionnaire}}


==== Sales Consultant Visibility ====

When a contact has been assigned a sales consultant but that user no longer has the sales consultant role you will now be able to see that a sales consultant has been assigned, this will help consultants when they can't edit a contact record.







==== Amendments to SMS Works Job ====

For agencies using SMS works for text messages a message has been added to the Release Number button on the user record to warn you that it will delete the number from the user record and SMS works and should not be used if you are a single number agency.




==== SQL Tool Font Size ====

SQL Tool and SQL Tool non modal now default to font size 10 but can be increased or decreased if a user requires.

==== Role Restricted to Technical users ====

SQL Trace and Assume User Roles have been limited so that they are only available to users who have the Technical Support role ticked.


====  Search facility  in WPKMaintain Mode view ==== 

New filters (Form, View and Item) have been added to the Forms view when in WPKMaintain Mode. This makes navigating in this area so much easier. In the below example I wanted to find the Old Value item from the Audit Trail view of the Person form.

{{::filters_in_wpkmaintain_mode_forms.png?600|Pic - Filters in WPKMaintain Mode Forms}} \\ \\ 


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===== Fixes ===== 

  * Fixed issue with truncated Keynames due to mismatch between MakeKeyName and KeyName fields in both Person and Company 
  * Fixed error with online references when Person Reference Type 3 is used
  * Fixed error with order of shifts if on the same day when sending Querybook and Notifyconfirm notifications
  * Fixed issue with rounding difference between sum of iqacjournal and iqacdocument
  * Fixed when timesheet image files are emailed out with invoices they now display in the same order that the timesheet detail appears on the invoice
  * Fixed departmental Placement questions are now picked up in the Placement search criteria when the relevant department has been selected
  * Fixed errors when trying to open up expense images that had been added to a timesheeet


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