====== Release 2.25.10 ===
~~NOTOC~~
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.
*[[#tabs-user|Features]]
*[[#tabs-enhancements|Enhancements]]
*[[#tabs-admin|System Administrator]]
*[[#tabs-fixes|Fixes]]
===== FEATURES =====
===== Compliance Score - Can now include compliance documents & references =====
Compliance Domains have been modified to include document types and references returned and completed in the compliance score, making it easier to customise yur compliance requirements.
{{:compdomain1.png?600|Picture - CompDomain1.png}}
===== Temp Desk Access =====
Agencies can now grant users access to only certain temp desks within a department.
===== Compliance Tool Tips =====
You can now quickly access the compliance score for a a candidate from the shift fill wizard by pressing the Score button.
If enabled by your agency a column showing the score can also be turned on.
{{:score_on_fill_wizard.png?400|}}
{{:score_button.png?400|}}
===== Shift Fill Drag and Drop =====
Save time when you know who you want to fill a shift. You can now drag and drop a candidate from the person selector or the temps view of the temp desk and book them into a shift.
{{:shift_drag_drop.png?400|}}
The usual blocks and warnings will apply so if a candidate is not compliant you will not be able to book them. \\ \\
===== ENHANCEMENTS =====
===== Minimum Character Numeric Questions =====
Some clients have experienced issues with numeric questions where a candidate or consultant would enter for example 20 rather than 20000 and this was causing issues with reporting due to the numbers not matching. In order to combat this we have added two new fields to the end of the questionnaire page where you can enter a minimum and maximum value for numeric questions.
{{:numeric_q_min_and_max_1.jpg?400|}}
If you then answer this question with a value that is outside of the range set in the minimum/maximum values that have been set you will get the following message.
{{:numeric_q_min_and_max_2.jpg?400|}}
Note the format of the message is “Question Description” must be between “value A” and “value B” and in the example above the question description is Required Salary. \\ \\
===== Vacancy shift editing pre validation =====
New function to enable agencies to warn or block consultants when editing shift times via the vacancy diary view. This is particularly useful when you work with candidates who have visas with restrictions to ensure that they are not inadvertently working more hours than they should. \\ \\
===== Increase vacancy site email character limit =====
The email address field in Vacancy>Site Details has been increased from 100 characters to 200 characters. This is useful if you want to capture a few different email addresses in here.
{{:vacancy_site_details_email.jpg?400|}} \\ \\
===== Copy shifts - extension to functionality =====
The copy shifts functionality has been extended. Previously you could only copy from a single day to a single day or a week to a week. Now when using the copy shifts button the form allows you to pick the week you want to copy the shifts to, tick the pattern/days you want and also fill the shifts with the same temp (where available).
{{:td_copy_shifts.jpg?400|}} \\ \\
===== Temp Desk Custom Columns =====
Enhancement - It is now possible to have different Custom Columns on the Vacancies and Vacancy Shifts views on the Desktop. Previously you would see what had been added for Vacancies on both. \\ \\
===== Departmental Questions other than Placement =====
Departmental Company and Vacancy questions can now be searched on from the Placement Selector. In addition to this Departmental Company questions can be searched on from the Vacancy Selector. \\ \\
===== Adding Email file types to Compliance Documents =====
When uploading email files ('.MSG', '.EML' and '.MBOX') as compliance documents you are now prompted to answer any questions that are associated with the document type you select at the point that you are uploading the file., the same as you would with other file types. \\ \\
===== Remove Required Question answer when archiving documents =====
We have added the ability for question answers that are associated to Compliance document types to automatically be removed if the document is archived. If this is set when you go to archive the document, you will get a prompt asking if you want to clear down the question answer. Note this is only applicable to Compliance Documents.
In this example I have Pre Settled Expiry Date as a required question associated to the Pre Settled Certificate (Compliance) document type.
{{:archive_comp_doc_1.jpg?400|}}
When pressing on the Archive/Unarchive button you get the following prompt.
{{:archive_comp_doc_2.jpg?400|}}
By selecting Yes, the question that was answered as highlighted in the first picture is removed.
{{:archive_comp_doc_3.jpg?400|}}
This feature requires System Administrator setup.
===== Required Questions based on Dependant Questions and Choices =====
Changes have been made to the questionnaire behaviour so that questions that have been set as required and dependant on another question answer will now only be required within IQX if the dependant question has been answered. Previously it was required regardless.
This is particularly useful for agencies who use the online registration as it brings the behaviour within IQX inline with the behaviour in iqxWEB. \\ \\
===== Notification Enhancements =====
When sending notifications from a shortlist it is now possible to automatically attach the same document type across multiple candidates and send to a client e.g. you can select a number of candidates and send a client a personal statement alongside interview confirmations. Your system administrator will need to set up the notification type to automatically pick up the document. \\ \\
Ability to link to one or more candidates like the mail merge link to candidate =====
There is now the ability to link a notification to an individual candidate so that the link can be made with the client record and the candidate record. This can be used to send candidate profiles or CVs speculatively and be able to track it in the database.
A new notification type of ClientContactLink has been created for this, it will require System Administrator set up.
Secondary Agencies - It is now possible to send a notification to a Secondary Agency with a list of vacancies as the subject IDs \\ \\
===== Vacancy Duplicate Button =====
Agencies now have greater control over which fields are copied across when a vacancy is duplicated. There are options for copying Rates and Question answers.
\\ \\
===== System Administrator =====
\\
===== Compliance Score - Can now include compliance documents & references =====
Compliance Domains have been modified to include document types and references returned and completed in the compliance score, making it easier to customise yur compliance requirements.
{{:compdomain1.png?400|}}
New views are available in the Compliance Domain to enable Agencies to to include how many references and what type are required and any document types.
References
{{:compdomainref.png?400|}}
One line per reference type and the count is how many of that type need to be returned to make the candidate compliant.
Documents
{{:compdomaindoc.png?400|}}
One line per document type and the behaviour can be set for each document. \\ \\
===== Audit applying of Invoice Override =====
Changes made to an invoice override at Division, company, vacancy or placement level can be audited if they have been set up in Database Set Up Audit Items\\ \\
===== View the full ratescript from the rate scheme =====
There is a new button on the rate scheme that will enable you to open the rate script associated with a scheme direct from the scheme which can be useful for ensuring the necessary paybands are included int he scheme.
{{:rate_script_button.png?400|}} \\ \\
===== Questionnaire Long Description formatting =====
It is now possible to format the Questionnaire Long Description so that it appears on the web portal as more than a continuous line of text. \\ \\
===== Notifications =====
Creation Simplification
Modifications have been made to make the creation of a new notification template simpler. Click on the HTML Editor button and you can type your message in the box. Merge fields, questions, urls and tables can all be added. Users can highlight text to change the font, size, colour and formatting. Then press the View as HTML Text button and the relevant HTML tags will be added for you.
{{:notif_admin_1.png?400|}} \\
{{:notif_admin_2.png?400|}} \\
{{:notif_admin_3.png?400|}} \\ \\
Notify Confirm - set a default for which type of notification you want to send
When sending shift confirmations you can now set a default per temp desk for whether you want to send a single notification with all candidates listed or a notification per candidate.
{{::notification_default.png?400|}} \\ \\
When sending notifications from a shortlist it is now possible to automatically attach the same document type across multiple candidates and send to a client e.g. you can select a number of candidates and send a client a personal statement alongside interview confirmations. Your system administrator will need to set up the notification type to automatically pick up the document.
Documents or compliance documents can be set up to attach automatically by adding them on the Documents tab of the notification template. Note the document will only attach if it exists on the record of the selected candidates and if the app number is unique \\ \\
Ability to link to one or more candidates like the mail merge link to candidate
There is now the ability to link a notification to an individual candidate so that the link can be made with the client record and the candidate record. This can be used to send candidate profiles or CVs speculatively and be able to track it in the database.
A new notification type of ClientContactLink has been created for this, it will require System Administrator set up.
===== Temp Desk Access =====
Agencies can now grant users access to only certain temp desks within a department.
In the user record there is a new view called Temp Desk Access, similar to division access, where you can select which desks the user should be able to see on the Temp Desk. \\ \\
===== New role to hide desktop->inbox delete button =====
Agencies who use GraphAPI for the email client may wish to hid the delete button on the IQX inbox as this permanently deletes the email, not just from the IQX Inbox. Tick the layout setting ‘Hide Desktop Inbox Delete Button’ in the user record to prevent users from being able to see the delete button. \\ \\
===== Redact documents now on a role =====
Users can now be given the ability to redact and send compliance documents without the need to give them the full compliance role. This means these users will not be able to add or delete compliance documents but can redact personal information before sending it on.
Turn this on in the user record - layout settings - 'Allow Compliance Redaction'. \\ \\
===== Compliance Tool Tips =====
You can now quickly access the compliance score for a a candidate from the shift fill wizard by pressing the Score button.
If enabled by your agency a column showing the score can also be turned on.
{{:score_on_fill_wizard.png?400|}}
{{:score_button.png?400|}}
To turn on the compliance score column set general setting group of settings number 3460 ‘Show Compliance Column Score on Shift Match’. The score button will show automatically if compliance score is set to show on the candidate record. \\ \\
===== Remove Required Question answer when archiving documents =====
We have added the ability for question answers that are associated with Compliance document types to automatically be removed if the document is archived. If this is set when you go to archive the document, you will get a prompt asking if you want to clear down the question answer. Note this is only applicable to Compliance Documents.
In this example I have Pre Settled Expiry Date as a required question associated to the Pre Settled Certificate (Compliance) document type.
{{:archive_comp_doc_1.jpg?400|}} \\
When pressing on the Archive/Unarchive button you get the following prompt.
{{:archive_comp_doc_2.jpg?400|}} \\
By selecting Yes, the question that was answered as highlighted in the first picture is removed.
{{:archive_comp_doc_3.jpg?400|}} \\
This feature requires System Administrator setup.
In order to set this up you need to activate a General Setting and also then add the “Delete on Archive” tick to each of the compliance document types that you want this to apply to.
In order to activate the General Setting go to Maintenance>General Settings and search for ‘3470’ which is ‘Compliance Document Type delete questions on archive’ and set this to Y.
{{::compliance_doc_gen_setting.jpg?400|}} \\
Then you need to update any of the compliance document types that you wish to have this for.
Maintenance>Agency Setup>Document Types. Once you have found the relevant compliance document type click on Questions and you will see as well as having tick boxes for Included and Required there is a new one for ‘Delete on Archive’.
{{::comp_delete_on_archive.jpg?400|}} \\ \\
===== App number allocation when adding a new secondary agency candidate =====
New General Setting group of Secondary Agencies number 700 ‘Generate Appnumber for New Sec Agency Candidates’ if enabled will give secondary agency candidates added via the shortlist an applicant number. \\ \\
===== Vacancy Duplicate Button =====
Agencies now have greater control over which fields are copied across when a vacancy is duplicated. There are options for copying Rates and Question answers.
Two new switches have been created
General Settings
1611 - Copy Vacancy Questions when duplicating vacancy
1612 - Copy Vacancy Rates when duplicating vacancy
{{:dup_vac_settings.png?400|}} \\ \\
===== Fixes =====
* Fixed in IQXAnywhere the Collabora mail merge picking wrong fields where connectivity was reconnected whilst sending
* Fixed issue where you couldn’t exit out of the confirm shifts view, now have the option to cancel
* Fix to ensure timesheet images create a blob and documentid
* Fixed issue where you would get an error when trying to open or drag a file that used a special character in the file name - now caters for '>', '<',':', '/','\', '|', '?', '*'
* Fixed Push Notifications, all token generation and sending via iqxWEB now
* Fixed The validate email address can be updated so that single quotes do not get flagged as being invalid
* Fixed error when trying to add or drag .doc and .docx file types to compliance documents
* Fixed issue with ordering of columns on Accounts>Send Invoices view
* Fixed text messages sent via http need a useragent
* Fixed error when trying to move shifts in Bulk to new Vacancy
* Fixed webservice fileupload set oledocument.rawfile = 0 for doc/docx