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newreleases:release_2.16.12 [2016/12/05 11:08] – euan | newreleases:release_2.16.12 [2019/11/22 19:45] (current) – updated JobRunner spacing Justin Willey | ||
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- | ====== Release 2.16.12 ====== | + | ====== Release 2.16.12 ===== |
+ | ~~NOTOC~~ | ||
+ | <alert type=" | ||
+ | <nav type=" | ||
+ | *[[# | ||
+ | *[[# | ||
+ | *[[# | ||
- | **Note**: Please note that this is just a preliminary list and there is no guarantee that all features, fixes and enhancements will be included. | + | <pane id=" |
- | **Note**: 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. | + | =====Users===== |
- | =====New | + | ====New |
+ | Users with the new Sales Consultant role can filter contacts using the drop down visible in the Companies – Contacts Selector. | ||
- | ==Add Broadbean to IQX update and switch on via License== | + | {{: |
- | ==Make MailMerge and Report obey selector multi-select== | + | Contacts can be allocated in the top right view of a Company Contact record. |
- | ==Button on the CV view that combines all functions to create CV in template== | + | {{: |
- | ==Switch to show the Person Consultant field for a CONTACT so that Consultants | + | Sales information |
- | ==MV Shift Progress suggestions== | + | * Who’s interested – records details of a User who has added the contact to their favourites view. |
+ | * Ranged Activity – displays time banded data related to Contact Events, Interviews, Invoice Count and Value, Placements and Vacancies. | ||
+ | * Sales Questionnaire. | ||
+ | * Notes, Mailer Lists and Stored Sections are existing functionality. | ||
- | ==Person compliance staff== | + | This requires System Administrator set up.\\ |
- | ==Add background colour to shift if has a shift progress link== | + | ====Company Departmental Questionnaire for easier viewing==== |
+ | Departmental questionnaires for companies can now be added for each department. This functionality can be used to target questions at a department level and avoid having to scroll through long lists of irrelevant questions in the normal Company Questionnaire Section. | ||
- | ==Mailchimp Enhancements== | + | Once set up the Questions are visible on the Company record above the normal Company Questionnaire. |
- | ==Departmental Questionnaire for companies== | + | {{: |
- | ==More explanation on connection failure== | + | This requires System Administrator set up.\\ |
- | ==Switch to apply CE combo filter to selectors== | + | ====Candidate can have a Compliance Consultant==== |
+ | It is now possible to assign consultants as compliance user in a Person record. | ||
- | ==Long description== | + | The consultant appearing in this drop down list will all have a Compliance user role of ‘Can maintain Clearance/ |
- | ==Accounts Colour== | + | {{ : |
- | ==Add to Pop Up notification Days as well as Minutes== | + | This requires System Administrator set up.\\ |
- | ==Extend make auto Contact Event functionality to Availability entered via Diary== | + | ====Streamlining of CV creation process==== |
+ | The process of replacing a CV with one created from a CV template has been streamlined by combining existing functions to improve work flow. | ||
- | ==Broadbean - rejection | + | * In a Person Record – CV select Replace CV – Confirm Replace CV. |
+ | * Choose whether to keep searchable text (keeping this text allows it to be inserted into the new CV). | ||
+ | * CV Template view opens. | ||
- | ==Extend Source ID to 2 characs and other features== | ||
- | ==New Sales layout for Company Form== | ||
- | ==Contact event is not created when adding availability through the candidate diary== | + | ====Person Bulk Emails can be in html==== |
+ | It is possible to send simple html Bulk Emails with a signature and have contact events recorded against each recipient of the email. | ||
- | ==Support for DTKBarReader.dll unlimited licence== | + | When using the Bulk Email button on the Person Selector the email will be sent with the selected recipients BCC'd. |
- | ==Ability to control colour of view names on outlook bar (eg to indicates notes present / problem etc)== | + | This requires System Administrator set up.\\ |
- | ==Clearer message needed when making | + | ====Broadbean – rejected candidates can have a reason noted==== |
+ | When reviewing Broadbean Vacancy applications users can reject a candidate using the Reject button. The reason for rejecting a candidate can be recorded and is displayed on the far right of the Broadbean Import view. | ||
- | ==Improve notifications when a timesheet query ("TS Query" | + | It is also possible to filter your application based on whether the applicant has been rejected or not using the Rejection filter. |
- | ==Basic reports view, adding notes column== | + | {{ : |
- | ==Size Limit for Documents being added== | + | This requires System Administrator set up.\\ |
- | ==Single sign on== | + | ====Broadbean |
+ | Broadbean candidates can submit CVs in pdf format. IQX has been updated to allow the information contained in pdf CVs to be imported into IQX. | ||
- | ==Bulk | + | * When a pdf CV is imported into IQX the CV text is stored in Person – CV. |
+ | * The pdf CV is stored in Person – Documents with a title of Broadbean CV. | ||
- | ==Broadbean candidate download prob is pdf cv== | + | As the pdf file is being converted to text some formatting may be lost so the CV text will need to be checked. |
- | ==Vacancy Teams, view on Desktop. - [RMF-VFMJZ-184] - IQX Support== | + | {{ : |
- | <ifauth @newreleases,@internal> | + | There is also a new tab, Broadbean, on the outlook view beneath Audit Trail that records Broadbean status of applications. |
+ | **Note:** The Broadbean tab will only show when an application has been sought. | ||
+ | |||
+ | {{ : | ||
\\ | \\ | ||
+ | |||
+ | ====Availability entered via Diary can have Contact Event auto-created==== | ||
+ | Auto Contact event functionality has been extended to Availability set in Person – Diary. | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | The Contact Events differentiate between Availability, | ||
+ | |||
+ | If the same availability type e.g. holidays, is added consecutively only one contact event will be generated. | ||
+ | |||
+ | This requires System Administrator set up.\\ | ||
+ | |||
+ | ====All Notes views can have coloured text to show data exists==== | ||
+ | It is now possible to amended the colour of Memo type items in the left hand bar in a record. E.g. Notes, Extra Notes. | ||
+ | |||
+ | The change of colour is activated when text has been entered into that field. | ||
+ | |||
+ | This requires System Administrator set up.\\ | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | {{ : | ||
+ | ====Improved details when making a Vacancy Perm to Temp ==== | ||
+ | When converting a vacancy from permanent to temporary a warning to enter Current Values for the Vacancy has been added. | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | **Note:** If you leave the values blank it will not show on any Temp-Desks. | ||
+ | |||
+ | ====Vacancy Teams can be default selection on Desktop instead of Consultant==== | ||
+ | In Desk Top, consultants can have their default view set to their Vacancy Team instead of their consultant view. | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | This requires System Administrator set up.\\ | ||
+ | |||
+ | ====New Vacancy tab on DeskTop to show another group by state==== | ||
+ | A new tab under Current Vacancies called Tracked Vacancies can now be added to display vacancies of a particular Vacancy state. | ||
+ | |||
+ | |||
+ | {{ : | ||
+ | |||
+ | |||
+ | This requires System Administrator set up.\\ | ||
+ | |||
+ | ====Vacancy – Shift Progress enhancements==== | ||
+ | In Vacancy – Shift Progress a new Fill button has been added which opens up the Fill Vacancy wizard allowing another route to booking a candidate to a vacancy. | ||
+ | |||
+ | In addition, a new column 'Our Ref' has been added along with a Hide Filled (shifts) button. | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | There is now also a visual indicator that a shift has a shortlist, this can be seen on the Vacancy – Shift where the background of the shift is coloured. | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | Shift shortlist can be set up from the shift screen in the temp desk. | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | ====Timesheet Queries – Improve notifications to Front Office==== | ||
+ | When a query is raised by an Accounts user against a provisional timesheet popups can be sent to all users in the same tempdesk provided they do not have an Accounts role. | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | The existing Temp Desk queries message on Temp Desk now shows a count of Timesheet queries.\\ | ||
+ | |||
+ | This requires System Administrator set up.\\ | ||
+ | |||
+ | ====Improved Source Functionality==== | ||
+ | In order to provide flexibility in naming sources for different record types (Company, Vacancy, Candidate) and providing the option to allocate sources to divisions Agency Setup – Sources have changed. | ||
+ | |||
+ | The function of sources within records has not changed. | ||
+ | |||
+ | The Reports and Validations which use vacancyclass will need ammending to use the originid table. | ||
+ | |||
+ | This requires System Administrator set up. | ||
+ | |||
+ | ====Active Directory Single sign on==== | ||
+ | It is now possible to silently log into IQX using Active Directory protocols. | ||
+ | |||
+ | Where there is an error with the Active Directory setup the login will default to a standard login dialog box. | ||
+ | |||
+ | Active Directory setup will require System Administrator/ | ||
+ | |||
+ | ====Login failures – improved explanations==== | ||
+ | More explanation has been added when connections fails. There are four different types of failure and each having different warning messages. | ||
+ | |||
+ | * When a wrong user id or password is entered the warning message will be – ' | ||
+ | |||
+ | * If a user tries to login using a defunct user login the message will be – 'User is not currently authorised' | ||
+ | |||
+ | * If trying to login to a missing database or the wrong database this warning message will appear – ' | ||
+ | |||
+ | * Any other form of error will produce – ' | ||
+ | |||
+ | ====Colour Enhancements to Questionnaires for readability==== | ||
+ | Questionnaires have been modified to allow the use of 60 characters in questions, choices and sub-choices. | ||
+ | |||
+ | In addition, font colours can be added to the questionnaire captions in Departmental and General questionnaires. The fonts are set up by adding a colour to the furthest right column of a question.\\ | ||
+ | |||
+ | {{ : | ||
\\ | \\ | ||
- | =====Fixes and Enhancements===== | + | {{ : |
- | ==Adding a new Question or Choice using an existing ID== | + | {{ : |
+ | ====Reports can be restricted to highlighted data==== | ||
+ | The multi-select functionality currently used in Mail Merge has been extended to Reports. | ||
- | ==Times displayed | + | Select the records to be the focus of the report, select the appropriate report, choose either All records or Highlighted records, |
- | ==Bug found in DocumentType if Grouping method is not for single timesheet== | + | ====Reports views show notes column==== |
+ | In the Reports view a notes column has been added so that additional information about the report can be saved. The Notes column is populated by selecting a report and clicking edit. The Notes section can be filled in the next dialogue box. | ||
- | ==Auditing of User and Shift questions== | + | {{ : |
- | ==Nominal Codes Being Created as Unknown== | + | {{ : |
+ | ====Documents checked for size on addition==== | ||
+ | Compliance and other documents can have a maximum file size set to stop over large files being saved to the database. | ||
- | ==Null Date Displayed== | + | If an overlarge file is loaded the import is stopped and a warning message appears. |
- | ==Broadbean Retrieve Candidate – All== | + | This requires System Administrator set up.\\ |
- | ==Desk Top - Inbox - IQX Contact== | + | ====Contact |
+ | A User’s view of contact events in a record can be filtered according to their own Contact event types or all. | ||
- | ==Last page Timesheet wizard – Spacing== | + | {{ : |
- | ==Use shift colour override on person diary & shifts== | + | The filter is applied in the records by selecting Yes in the Own Type drop down box in the contact events view in Company, Company Contacts and Person. |
- | ==Division Access on BPT== | + | {{ : |
- | ==Error updating DB to 2.16.10== | + | The filter will display those Contact Events matching the combo box type and Contact events without a combo box filter.\\ |
- | ==Confirm screen, week commencing does not reflect client week== | + | ====Pop Up notification can be set in Days as well as Minutes==== |
+ | Pop up notifications can now be set in days as well as minutes. The maximum number of days that can be set is 21 days or 30240 minutes.\\ | ||
+ | </ | ||
+ | <pane id=" | ||
- | ==Stop silent fail on mail merge if link to attachment is lost - warn and stop, so can be re-connected and re-started== | + | =====System Administrator===== |
+ | ====Setup Sale Consultant/ | ||
+ | A new switch | ||
- | ==DBIDVAR variable to eliminate need for params query in UniqueKey function== | + | The role can be added in Maintenance – Users. |
- | ==Shift Match - Process button does not obey Ctrl selected records== | + | The Terminology can be amended in General Settings – Terminology – 111 and 112. |
- | ==Colour Blind options== | + | {{ : |
- | ==Read only user hits sql erros if they try to save a contact event. The menu buttons shouldn' | + | With the Sales consultant role contacts can be filtered using the drop down visible in the Companies – Contacts Selector. |
- | ==CV parse issue with the word CV at the end in a header.== | + | {{ : |
- | ==Defunct Temp Desks and Holiday Pay timesheets== | + | Contacts can be allocated in the top right view of a Company contact record. |
- | ==Person, Employment Periods | + | {{ :2-16-12-iq143-1.jpg? |
- | ==WPKScript not properly rolling back transactions on error== | + | Sales information can be viewed in a new tab in the left hand vertical tool bar. |
- | ==Pay_Employment Periods | + | * Who’s interested – records the user details of a User who has added the contact to their favourites view. |
+ | * Ranged Activity – displays time banded data related to Contact Events, Interviews, Invoice Count and Value, Placements and Vacancies. | ||
+ | * Sales Questionnaire – Sales Questions set up using Sales Question grouping | ||
+ | * Notes, Mailer Lists and Stored Sections are existing functionality. | ||
- | ==Form Position== | + | ====Setup Company Departmental Questions==== |
+ | Departmental questionnaires for companies can now be added for each department. This functionality can be used to target questions at a department level and avoid having to scroll through long lists of irrelevant questions in the normal Company Questionnaire Section. | ||
- | ==Confirmation screen stretching without it's headers doing likewise== | + | Once set up the Questions are visible on the Company record above the normal Company Questionnaire. |
- | ==Enhancement to Person Bulk Emails== | + | This is set up via Agency Setup – Departments – Select Department – Companies Button. |
- | </ | + | {{ : |
+ | {{ : | ||
+ | |||
+ | ====Setup Candidate Compliance consultant==== | ||
+ | It is now possible to assign consultants as compliance consultant in a Person record. | ||
+ | |||
+ | This functionality is activated in General Settings – Settings 2030 – Y the new field is visible under consultant in left window of a Person view. The consultant appearing in this drop down list will all have a Compliance user role of ‘Can maintain Clearance/ | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | |||
+ | ====Setup Users to use Bulk Person Emails==== | ||
+ | To grant users the ability to send bulk emails it needs to be set up in Maintenance – Users – Roles – Send Bulk Emails. Please note it requires HTTP Email to be set up or nothing is sent.\\ | ||
+ | |||
+ | ====Setup Broadbean Users in bulk==== | ||
+ | Adding Broadbean User roles to many staff can now be done using the Bulk Broadbean Details button in Maintenance – Users. | ||
+ | |||
+ | Highlight the Users who require updating. Click the Bulk Broadbean Details button and select the consultant whose details you wish to copy. | ||
+ | |||
+ | ====Setup Broadbean Rejection reasons==== | ||
+ | The reasons that a user selects from are set up in Maintenance – Broadbean – Rejection Reason. | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | ====Setup Auto Contact Events when Availability Entered through Diary==== | ||
+ | Auto Contact event functionality has been extended to Availability set in Person – Diary. | ||
+ | |||
+ | The Contact Event Type used for these Contact Events is set up in General Settings – Temps – 440. | ||
+ | |||
+ | The Contact Events differentiate between Availability, | ||
+ | |||
+ | If the same availability type e.g. holidays, is added consecutively only one contact event will be generated.\\ | ||
+ | |||
+ | ====Setup Colour on Notes Views==== | ||
+ | Using General Settings – Colours – 530 Memo Colour it is now possible to amended the colour of Memo Type items in the Outlook bar in a record. E.g. Notes, Extra Notes. | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | The change of colour is activated when text has been entered into that field.\\ | ||
+ | |||
+ | ====Setup Vacancy Teams as default selection on Desktop instead of Consultant==== | ||
+ | In desk top consultants can have their default view set to their vacancy teams instead of their consultant view. | ||
+ | |||
+ | |||
+ | {{ : | ||
+ | |||
+ | |||
+ | This is set up by setting General Settings – Settings 2040 – Default Deskup Consultant to In-Team – Y. Settings 1450 – Allow Vacancy Team must also be set to Y. | ||
+ | |||
+ | |||
+ | {{ : | ||
+ | |||
+ | ====Setup New Vacancy tab on DeskTop to show another group by state.==== | ||
+ | A new tab under Current Vacancies called Tracked Vacancies can now be shown to display vacancies of a particular Vacancy state. | ||
+ | |||
+ | |||
+ | {{ : | ||
+ | |||
+ | |||
+ | Set the Vacancy state you want to display in General Settings – Settings – 2070. | ||
+ | |||
+ | If Settings 2070 is left blank the Tracked Vacancy tab is not visible.\\ | ||
+ | |||
+ | ====Setup Timesheet Queries – Improve notifications to Front Office==== | ||
+ | When a query is raised by an Accounts user against a provisional timesheet it is possible to have a popup generated which is sent to all users in the same tempdesk provided they do not have an Accounts role. | ||
+ | |||
+ | To set this up set General Settings – Temps 1070 to Y. | ||
+ | |||
+ | These pop ups will only work if General Settings – Switchable Fields – 1340 is set to 0. | ||
+ | |||
+ | The existing Temp Desk queries message on Temp Desk also now shows a count of Timesheet queries.\\ | ||
+ | |||
+ | ====Setup Improved Source Functionality==== | ||
+ | In order to provide flexibility in naming sources for different record types (Company, Vacancy, Candidate) and providing the option to allocate sources to divisions Agency Setup – Sources have changed. | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | The function of sources within records has not changed. | ||
+ | |||
+ | The Reports and Validations which use vacancyclass will need ammending to use the originid table. | ||
+ | |||
+ | |||
+ | ====Setup Single Sign On==== | ||
+ | It is now possible to log into IQX using Active Directory protocols. Provided a user has the required permissions and security setup, clicking on the IQX icon will log the user straight in to IQX without having to complete the login box. | ||
+ | |||
+ | Where there is an error with the Active Directory setup the login will default to a standard login dialog box. | ||
+ | |||
+ | To set up IQX to permit silent login enter the required domain information into General settings – Security settings 20 and 25. | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | Active Directory setup will require System Administrator/ | ||
+ | |||
+ | |||
+ | ====Mail Chimp Enhancements==== | ||
+ | Mailchimp have updated their API to v3.0 and from January 2017 v2.0 will not be supported by Mailchimp. | ||
+ | |||
+ | IQX has been updated to accommodate this change. Companies using Mailchimp and not using 2.16.12 should contact IQX support for assistance. | ||
+ | |||
+ | ====Setup Documents checked for size on addition==== | ||
+ | Compliance and other documents can have a maximum file size set to stop oversized files being saved to the database. The maximum file sizes (in Kb) can be set in General Settings – Settings 2050 and 2060. Blank or 0 gives no limit to the maximum file size. | ||
+ | |||
+ | **Note:** Compliance documents and other documents are set separately. | ||
+ | |||
+ | If an overlarge file is loaded the import is stopped and a warning message appears. | ||
+ | |||
+ | ====Setup User Filter for Contact Events types==== | ||
+ | A User’s view of contact events in a record can be filtered according to their own Contact event type or all. | ||
+ | |||
+ | In Maintenance – Agency Set Up – Contact Event Types enter the code(s) in the Combo Box Filter column. | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | The enter the relevant filter codes in the User record under Combo box filters. | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | The filter is applied in a record by selecting yes in the Own Type drop down in Company, Company Contacts and Person Record View. | ||
+ | |||
+ | The filter will display those Contact Events matching the combo box type and Contact events without a combo box filter.\\ | ||
+ | |||
+ | |||
+ | ====Accounts Colour==== | ||
+ | In preparation for a future feature (2017) Self Billing, we have added an option to differentiate between Self Billing and standard Accounts views. | ||
+ | |||
+ | General Settings – Colours – 510 and 520 form colours can be added. | ||
+ | |||
+ | In the image below the first block is controlled by Colours – 510 and the second by Colours – 520. | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | ====Support for DTKBarReader.dll unlimited licence==== | ||
+ | IQX has been updated to take advantage of the unlimited licence for the bar code reading dll – DTKBarReader.dll. This is useful for users of JobRunner.\\ | ||
+ | </ | ||
+ | <ifauth @newreleases, | ||
+ | ~~NOTOC~~ | ||
+ | <pane id=" | ||
+ | |||
+ | =====Fixes and Enhancements===== | ||
+ | |||
+ | ====Build 1==== | ||
+ | |||
+ | - Error updating DB to 12.16.10. | ||
+ | - Adding a new Question or Choice using an existing ID. | ||
+ | - Times displayed from Boiler Plate Text Fields. | ||
+ | - Bug found in DocumentType if Grouping method is not for single timesheet. | ||
+ | - Auditing of User and Shift questions. | ||
+ | - Nominal Codes Being Created as Unknown. | ||
+ | - Null Date Displayed. | ||
+ | - Broadbean Retrieve Candidate – All. | ||
+ | - Desk Top – Inbox – IQX Contact. | ||
+ | - Temp Desk – Shifts – override colour column. | ||
+ | - Last page Timesheet wizard – Spacing. | ||
+ | - Use shift colour override on person diary & shifts. | ||
+ | - Division Access on BPT. | ||
+ | - Confirm screen, week commencing does not reflect client week. | ||
+ | |||
+ | ====Build 2==== | ||
+ | |||
+ | - Stop silent fail on mail merge if link to attachment is lost – warn and stop, so can be re-connected and re-started. | ||
+ | - DBIDVAR variable to eliminate need for params query in UniqueKey function. | ||
+ | - Colour Blind options. | ||
+ | - Read only user hits sql erros if they try to save a contact event. The menu buttons shouldn' | ||
+ | - Shift Match – Process button does not obey Ctrl selected records. | ||
+ | |||
+ | ====Build 3==== | ||
+ | |||
+ | - Pay_Employment Periods – make editable for 2.16.12 + script to apply to earliers where use HMRC report. | ||
+ | - CV parse issue with the word CV at the end in a header. | ||
+ | - Defunct Temp Desks and Holiday Pay timesheets. | ||
+ | - Person, Employment Periods – Expand – prob with single quote in surname. | ||
+ | - WPKScript not properly rolling back transactions on error. | ||
+ | |||
+ | ====Build 4==== | ||
+ | |||
+ | - Form Position. | ||
+ | - Confirmation screen stretching without it's headers doing likewise. | ||
+ | - Error in job text going to Broadbean. | ||
+ | |||
+ | </ | ||
+ | |||
+ | </ | ||
+ | </ | ||