newreleases:release_2.16.8

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revision Previous revision
Next revision		 Previous revision
newreleases:release_2.16.8 [2016/12/08 11:47] – euannewreleases:release_2.16.8 [2019/11/22 18:59] (current) – updated JobRunner capitalisation Justin Willey
Line 1: Line 1:
-====== Release 2.16.12 =====+======Release 2.16.8======
  
 +~~NOTOC~~
 +<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>
  
-**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.+<nav type="tabs"> 
 +  *[[#tabs-user|User]] 
 +  *[[#tabs-admin|System Administrator]] 
 +  *[[#tabs-enhancements|Fixes and Enhancements]]
  
-======New Features======+ 
 +<pane id="tabs-user">
  
 =====Users===== =====Users=====
-====Enhancements to Questionnaires==== 
-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.\\+====CV sending - Function can block====
  
-====Departmental Questionnaire for companies==== +Pre-validation functions can now be set to block sending out of Candidate CVs as per agency requirements.\\ 
-Departmental questionnaires for companies can now be added for each department. This functionality can be used target questions at a Department level and avoid having to scroll through long lists of irrelevant question in the Company form.+
  
-Image of companies button.\\+The function is called when adding CV to contact event and CV sending from Vacancy - Shortlist.\\
  
 This requires System Administrator set up.\\ This requires System Administrator set up.\\
  
-====Multi-select extended to Reports==== +====Timesheet Entry, Shifts - Cancel Button added====
-The multi-select functionality previously used in Mail Merge has been extended to Reports. +
- +
-Select the records to be the focus of the report. Select the appropriate report. Choose either All records or Highlighted records from the drop down dialogue box and run the report. +
- +
- +
-====Streamlining of CV creation in Template==== +
-The process of replacing a CV with one created from a CV template has been streamlined by combine existing functions to improve work flow and speed. +
- +
-In a Person record – CV select replace CV – Confirm Replace CV – Choose whether to keep searchable text (keeping searchable text allows it to be inserted into the new CV) – CV Template view opens.+
  
-====New Sales layout for Company Form==== +A **Cancel Shift** button has been added to timesheets.\\
-A new switch and role has been added to Company contacts so that Consultants can own contacts.+
  
-With the Sales consultant role contacts can be filtered using the drop down visible in the Companies – Contacts Selector.+{{ :2-16-8_b.png?450 |}}
  
-{{:2-16-12-iq143-2.jpg?  |}}+This allows users to cancel shifts at the point of processing timesheets.\\
  
-Contacts can be allocated in the top right view of a Company contact record.+**Note:** The **Delete Shift** button deletes shifts that have been added by the **Add Shifts** button at this stage. \\
  
-{{:2-16-12-iq143-3.jpg?  |}}+====Non Accounts users can change initial HMRC engagement detail====
  
-Sales information can be viewed in a new tab in the left hand vertical tool bar.+A User can change a candidate's initial HMRC engagement detail without Accounts Clerk user rights. \\
  
-Who’s interested – records the user details of a User who has added the contact to their favourites view. +**Note:** This only allows non Accounts Clerk users to set HMRC engagement details if the field is blank or set to None.
-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 -100 in Company Questionnaire. +
-Notes, Mailer Lists and Stored Sections are existing functionality.+
  
 This requires System Administrator set up.\\ This requires System Administrator set up.\\
  
-====Enhancement to Person Bulk Emails==== +====Invoice PDF Security - No password option====
-It is possible to send simple html Bulk Emails with a signature and have contact events recorded against each recipient of the email.+
  
-This requires System Administrator set up.\\+Invoices created against a Company in IQX can now be set to **No Password** which removes security protection to pdfs generated for that Company.\\ 
  
-====Switch to apply CE combo filter to selectors==== +{{ :2-16-8_d.png? |}}
-A User’s view of contact events in a record can be filtered according to their own Contact events or all.+
  
-The filter is set up in Users – Combo box filters.+This can be set in Company - Accounts - PDF Security.\\
  
-Image+====Person Search a new full width line for CV Boolean Search====
  
-The filter is applied in a record by selecting yes in the Own Type drop down in Company, Company Contacts, Person and Vacancy record view.+In Person – Search a full width search line can be added which will allow users to search for candidates.\\
  
-Image+{{ :2-16-8_e.png? |}}
  
-The filter will display those Contact Events matching the combo box type and Contact events without a combo box filter.\\+This requires System Administrator set up.
  
-====Accounts Colour==== +====Unavailable reason on temp desk temps view====
-With the addition of Self Billing functionality the option to differentiate between Self Billing and standard views has been added to avoid confusion.+
  
-This requires System Administrator set up.\\+A new switch has been added to allow additional information on candidate unavailability and availability to be shown in Temps Desk – Temps.\\
  
-====Extend make auto Contact Event functionality to Availability entered via Diary==== +{{ :2-16-8_f.png? |}}
-Auto Contact event functionality has been extended to Availability set in Diary.+
  
-Image?+Unavailability will be displayed as U: Unavailability Reason will show eg U:Rest instead of Unavailable. Availability will be displayed according to the Availability Template e.g. A:Day or Available where no template is selected.\\
  
-The Contact Events differentiate between Availability, Unavailability and Holidays.+====Copy Shift, restrict access to buttons====
  
-Image+A new switch has been added to hide the option for copying all in Copy Temp - Shifts.\\
  
-If the same availability type e.g. holidays, is added consecutively only one contact event will be generated.+{{ :2-16-8_h.png? |}}
  
-This requires System Administrator set up.\\ 
  
-====Broadbean - rejection (non import) reason==== +====Vacancy, Cascaded Shifts - Default sort order changed====
-When reviewing Broadbean Vacancy applications, the reason for rejecting a candidate can be recorded and is displayed on the far right of the Broadbean Import view+
  
-{{:2-16-12-iq124-2.jpg?  |}}+The default sort order for Vacancy – Cascaded Shift has been changed to show the newest cascade time and newest shift date are at the top of the display.\\
  
-This requires System Administrator set up.\\+====Bulk Text message - request to put the Notes data into Summary of Auto Contact Event====
  
-====Vacancy - Shift Progress ==== +When a bulk text message is sent and an auto CE made the details are now included in the CE Summary rather than having to open to see in the details.  
-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 (shift) button.+{{ :2-16-8_l.png? |}}
  
-Image .+This is currently available for SMS messages.\\
  
-====Ability to control colour of Notes on Outlook bar ==== +====Adding Progress where Interview box is ticked to bring up Unavailability list====
-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.+When a Temp candidate has an interview set in Progress it is easier to record their unavailability.\\ 
 +  
 +To use this feature, select a Progress record and set the Candidate State to Interview, (System Administrator set up required). Set an interview date and time. Save and Close. 
  
-This requires System Administrator set up.\\+{{ :2-16-8_m.png |}}
  
-====Person compliance staff==== +The Unavailability view will open. 
-It is now possible to assign consultants as compliance consultant in a Person record.+
  
-Images of New view.+{{ :2-16-8_m2.png |}}
  
-This requires System Administrator set up.\\+The candidate’s unavailability date and time can be recorded. Their unavailability can be viewed in Person- Diary and Person – Availability.\\
  
-====Person compliance staff==== +====Person, Payroll - Block composite change when need P45====
-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  - 'Invalid username or password'. +Changes to Composite Company Templates are blocked when a Candidate has a tax method set to PAYE and has a payroll number until they have their current employment ended.\\
-  * 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 - Database name incorrect or not set up’. +
-  * Any other form of error will produce - 'Database connection error' with a button for further details.\\+
  
-====Add to Pop Up notification Days as well as Minutes==== +An error message that will appear if a P45 is required before assigning or removing a Template.\\
-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.\\+
  
-====Clearer message needed when making a perm vacancy temp==== +{{ :2-16-8_n.png? |}}
-When converting a vacancy from permanent to temporary a warning to enter Current Values for the Vacancy has been added to inform users that Leaving the Make Temp values blank will result in no values being entered.+
  
-{{:2-16-12-iq189.jpg?  |}}\\+====Person, Details - Read only Created Date added====
  
-====Add background colour to shift if has a shift progress link==== +A new field has been added to the Person record which will record the date the file was created.\\
-When in Temp Desk – Shifts, it is possible to have a visual check of which shifts have short lists attached to them.+
  
-This requires System Administrator set up.\\+{{ :2-16-8_o.png? |}}
  
-====Improve notifications when a timesheet query ("TS Query") is raised==== +This field cannot be edited.\\
-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.+
  
-The existing Temp Desk queries message on Temp Desk also now shows a count of Timesheet queries.\\+====Timesheet Query warning on Temp Desk added count====
  
-This requires System Administrator set up.\\+When a timesheet is queried and sent from the Back Office to the Front Office a warning that Timesheets require review appears on the Temp Desk view highlighted in yellow.\\
  
-====Size Limit for Documents being added==== +This information has now been modified to show a time stamp of the most recent query added.\\
-Compliance and other documents can have a maximum file size set to stop over large files being saved to the database.+
  
-This requires System Administrator set up.\\+{{ :2-16-8_p.png? |}}
  
-====Basic reports view, adding notes column==== +====Shift Questionnaires====
-In reports view a notes column has been added so that additional information can be entered against a report. The Notes column is populated by selecting a report and clicking edit. The Notes section can be filled in the next dialogue box.+
  
-{{:2-16-12-iq193.jpg?  |}}\\+It is now possible to add shift questions in the temps desk shift view.\\
  
-====Single sign on==== +To use, go to Temp desk - Shifts - Questionnaire.\\
-It is now possible to log into IQX using Active Directory protocols. Therefore provided a user has the required permissions and security setup clicking on the IQX icon will silently log the user into IQX.+
  
-Where there is an error with the Active Directory setup the login will default to a standard login dialogue box.+This requires System Administrator setup.\\
  
-Active Directory setup will require System Administrator/IT department set up.+{{ :2-16-8_r.png |}}
  
-[May need additional information. Ivan needs to discuss with Sean]\\ +**Note**: Department questions are displayed above general questions.  If no questions are setup the questionnaire tab in Temp desk - Shifts will not be displayed.\\
- +
-====Bulk CV Import Candidate State==== +
-When using Bulk CV import it is possible to set the initial state for perm and temp candidates through partial filtering. +
- +
-This requires System Administrator set up.\\ +
-====Broadbean candidate download prob is pdf cv==== +
-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. +
- +
-When a pdf CV is imported into IQX a warning message appears warning it will be XMLd. +
- +
-Users are warned to check the CV data as the XML process affects the display of CV data. When in IQX the pdf will be recorded in Person – Document as Broadbean CV with file type pdf. +
- +
-A new tab, Broadbean, on the outlook view beneath Audit Trail records Broadbean status of applications. +
- +
-{{:2-16-12-iq213.jpg?  |}} +
- +
-The CV Text is stored in Person - CV. +
- +
-The CV Text can be used to create a doc cv.\\ +
- +
-====Vacancy Teams, view on Desktop==== +
-In desk top consultants can have their default view set to their vacancy teams instead of their consultant view. +
- +
- +
-Image\\ +
- +
-This requires System Administrator set up.\\ +
- +
-====New tab on DeskTop to track potential vacancies==== +
-A new tab under Current Vacancies for Tracked Vacancies can now be added to track a different Vacancy state than Current Vacancy. +
- +
- +
-IImage +
- +
- +
-This requires System Administrator set up.\\+
  
-\\ +</pane> 
-\\ +<pane id="tabs-admin">
-\\ +
-\\+
  
 =====System Administrator===== =====System Administrator=====
-====Departmental Questionnaire for companies==== 
-Departmental questionnaires for companies can now be added for each department. This functionality can be used target questions at a Department level and avoid having to scroll through long lists of irrelevant question in the Company form. 
  
-This is set up in the usual way via Agency Setup – Departments – Select department – Companies button.+====CV sending - Function can block====
  
-Image of companies button.\\+Pre-validation functions can now be set to block sending out of Candidate CVs as per agency requirements.\\ 
  
-====Bulk Update of Broadbean User role==== +The function is called when adding CV to contact event and CV sending from Vacancy - Shortlist.\\
-Adding Broadbean User roles to many staff can now be done using the Bulk Broadbean Details button in Maintenance – Users.+
  
-Select the Users who require updating. Click the Bulk Broadbean Details button and select the consultant whose details you wish to copy.+The function is accessed in Maintenance - Database Functions – Pre-validation Functions.\\
  
-Image of Select Users/Broadbean button.\\+====Blobstore, file size stored====
  
-{{:2-16-12-iq17.jpg?  |}}+New functionality has been added to the Blobstore table in the database. A numeric field has been added to Blobstore to record the file size. This field is updated when blobs are created or updated.\\ 
  
-{{:2-16-12-iq17-1.jpg?  |}} +{{ :2-16-8_c.png? |}}
-====Mailchimp 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 should have received their new Mailchimp API from Mail chimp.+A job would be needed to get figures for existing blobs.
  
-====New Sales layout for Company Form==== +====Non Accounts users can change initial HMRC engagement detail====
-A new switch and role has been added to Company contacts so that Consultants can own contacts.+
  
-The role can be added in Maintenance – Users. In this example the role is called Sales consultant. The Terminology can be amended in General Settings - Terminology – 111 and 112.+A User can change a candidate's initial HMRC engagement detail without Accounts Clerk user rights. \\
  
-{{:2-16-12-iq143-1.jpg?  |}}+**Note:** This only allows non Accounts Clerk users to set HMRC engagement details if the field is blank or set to None.\\
  
-With the Sales consultant role contacts can be filtered using the drop down visible in the Companies – Contacts Selector.+This is permitted via Maintenance – General Settings – Temps – 1020 – Y.\\
  
-{{:2-16-12-iq143-2.jpg?  |}}+====Invoice PDF Security - No password option====
  
-Contacts can be allocated in the top right view of a Company contact record.+Invoices created against a Company in IQX can now be set to **No Password** which removes security protection to pdfs generated for that Company.\\ 
  
-{{:2-16-12-iq143-3.jpg?  |}}+{{ :2-16-8_d.png? |}}
  
-Sales information can be viewed in a new tab in the left hand vertical tool bar.+This can be set in Company - Accounts - PDF Security.\\
  
-Who’s interested – records the user details of a User who has added the contact to their favourites view. +====Person Search a new full width line for CV Boolean Search====
-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 -100 in Company Questionnaire. +
-Notes, Mailer Lists and Stored Sections are existing functionality.+
  
-====Enhancement to Person Bulk Emails==== +In Person – Search a full width search line can be added which will allow users to search for candidates.\\
-It is possible to send simple html Bulk Emails with a signature and have contact events recorded against each recipient of the email.+
  
-The Role is set up in Maintenance - Users – Send Bulk Emails. Please note it requires HTTP Email to be set up or nothing is sent.\\+{{ :2-16-8_e.png? |}}
  
-====Switch to apply CE combo filter to selectors==== +This feature can be set up in Maintenance – General Settings – Settings 2020.
-A User’s view of contact events in a record can be filtered according to their own Contact events or all.+
  
-The filter is set up in Users – Combo box filters.+The text index can be set up by running the following in Maintenance – SQL Tool.
  
-Image+     CREATE TEXT INDEX "cvindex" ON "pears"."Person" ( "cvtext" ) IN "system" CONFIGURATION "SYS"."default_char"; 
 +      
 +**Note:** this feature requires Sybase SQLA 11+.\\
  
-The filter is applied in a record by selecting yes in the Own Type drop down in Company, Company Contacts, Person and Vacancy record view.+====Unavailable reason on temp desk temps view====
  
-Image+A new switch has been added to allow additional information on candidate unavailability and availability to be shown in Temps Desk – Temps.\\
  
-The filter will display those Contact Events matching the combo box type and Contact events without a combo box filter.\\+{{ :2-16-8_f.png? |}}
  
-====Accounts Colour==== +Unavailability will be displayed as U: Unavailability Reason will show eg U:Rest instead of Unavailable. Availability will be displayed according to the Availability Template e.g. A:Day or Available where no template is selected.\\
-With the addition of Self Billing functionality the option to differentiate between Self Billing and standard views has been added to avoid confusion.+
  
-Therefore, in General Settings – Colours – 510 and 520 form colours can be added.+This is set up in in General Settings - Temps 1060.\\
  
-In the image below the first block is controlled by Colours – 510 and the second by Colours – 520+{{ :2-16-8_g.png? |}}
  
-{{:2-16-12-iq121.jpg?  |}}+====Copy Shift, restrict access to buttons====
  
-====Extend make auto Contact Event functionality to Availability entered via Diary==== +A new switch has been added to hide the option for copying all in Copy Temp - Shifts.\\
-Auto Contact event functionality has been extended to Availability set in Diary.+
  
-Image?+{{ :2-16-8_h.png? |}}
  
-The Contact event type used for these Contact Events is set up in General Settings – Temps – 440.+{{ :2-16-8_i.png? |}}
  
-The Contact Events differentiate between Availability, Unavailability and Holidays.+The switch is accessed in General Settings - Temp 1050 - Y to hide All button. 
  
-Image+{{ :2-16-8_i1.png? |}}
  
-If the same availability type e.g. holidays, is added consecutively only one contact event will be generated.\\+Visit Maintenance - Temp Setup - Temp Desk - Select a temp desk - Able to Copy Shifts to permit copying of Shifts.
  
-====Broadbean - rejection (non import) reason==== +====New function GetTempRateByDesc====
-When reviewing Broadbean Vacancy applications, the reason for rejecting a candidate can be recorded and is displayed on the far right of the Broadbean Import view+
  
-{{:2-16-12-iq124-2.jpg?  |}}+A new function GetTempRateByDesc has been added for use in jobs.\\
  
 +====<SendEmail> smtpsettings attributes====
  
-The reasons can be set up in Maintenance – Agency Setup – Rejection Reason+New smtpsettings attributes have been defined in jobrunner in <SendEmail>.\\ 
 +Refer [[https://www.iqxusers.co.uk/iqxhelp/doku.php?id=technical:jobrunner:th2-06|here]] for further information.\\
  
-{{:2-16-12-iq124-1.jpg?  |}}\\+====Add Database File Format to Help - About====
  
-====Source Maintenance==== +Help – About information has been extended to display the database build version used to create the database. Note this may be the same as the DB engine Version displayed in Help – About but that is not necessarily so.\\
-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.+
  
-{{:2-16-12-iq127.jpg?  |}}+{{ :2-16-8_k.png? |}}
  
-The function of sources within records has not changed.+====Adding Progress where Interview box is ticked to bring up Unavailability list====
  
-However, the migration of source data from the vacancy class table to the originid table has the potential to break validations, reports, searches etc using the vacancyclass table. Please contact IQX for support in modifying such reports etc.\\+When a Temp candidate has an interview set in Progress it is easier to record their unavailability.\\
  
-====Ability to control colour of Notes on Outlook bar ==== +This feature is set up by ticking the relevant boxes in Maintenance – Temps Setup – Progress States.\\
-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.+
  
-{{:2-16-12-iq140.jpg?  |}}+{{ :2-16-8_m1.png |}}
  
-The change of colour is activated when text has been entered into that field.\\+Maintenance – General Settings – Settings – 1040 will need to be set to Y.\\ 
 +  
 +To use this feature, select a Progress record and set the Candidate State to Interview, (System Administrator set up required). Set an interview date and time. Save and Close. 
  
-====Person compliance staff==== +{{ :2-16-8_m.png |}}
-It is now possible to assign consultants as compliance consultant in a Person record.+
  
-This functionality is activated in General Settings - Settings 2030 – Y whence a new field will become 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/Compliance’+The Unavailability view will open. 
  
-Images of Settings and New view.\\+{{ :2-16-8_m2.png |}}
  
-====Person compliance staff==== +The candidate’s unavailability date and time can be recorded. Their unavailability can be viewed in Person- Diary and Person – Availability.\\
-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  - 'Invalid username or password'. +When a Temp candidate has an interview set in Progress it is easier to record their unavailability.\\ 
-  * 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 - Database name incorrect or not set up’. +To use this feature, select a Progress record and set the Candidate State to Interview, (System Administrator set up required). Set an interview date and time. Save and Close. The Unavailability view will open. The candidate’s unavailability date and time can be recorded. Their unavailability can be viewed in Person- Diary and Person – Availability.\\
-  * Any other form of error will produce - 'Database connection error' with a button for further details.\\+
  
-====Person compliance staff==== +{{ :2-16-8_m.png? |}}
-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.\\+
  
-====Add background colour to shift if has a shift progress link==== +This feature is set up by ticking the relevant boxes in Maintenance – Temps Setup – Progress States.\\
-When in Temp Desk – Shifts, it is possible to have a visual check of which shifts have short lists attached to them.+
  
-A background colour set up in General Settings – Colour 60 will add that colour to the background of shifts with Short lists.\\+Maintenance – General Settings – Settings – 1040 will need to be set to Y.\\
  
-====Improve notifications when a timesheet query ("TS Query") is raised==== +====Timesheet Query warning on Temp Desk added count====
-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. In addition, No Popups will need to be set by inserting 0 against Switchable Fields 1340. +When a timesheet is queried and sent from the Back Office to the Front Office a warning that Timesheets require review appears on the Temp Desk view highlighted in yellow.\\
-The existing Temp Desk queries message on Temp Desk also now shows a count of Timesheet queries.\\+
  
-====Size Limit for Documents being added==== +This information has now been modified to show a time stamp of the most recent query added.\\
-Compliance and other documents can have a maximum file size set to stop over large files being saved to the database. The maximum file sizes (in Kb) can be set in General Settings 2050 and 2060. Blank or ) gives no limit to the maximum file size. +
-====Single sign on==== +
-It is now possible to log into IQX using Active Directory protocols. Therefore provided a user has the required permissions and security setup clicking on the IQX icon will silently log the user into IQX.+
  
-Where there is an error with the Active Directory setup the login will default to a standard login dialogue box.+{{ :2-16-8_p.png? |}}
  
-To set up IQX to permit silent login enter the required domain information into General settings - Security settings 20 and 25. 
  
-{{:2-16-12-iq196.jpg?  |}}+This feature requires setup via Maintenance – General Settings – Temp – 530 – Y.
  
-Active Directory setup will require System Administrator/IT department set up.+====Shift Questionnaires====
  
-[May need additional information. Ivan needs to discuss with Sean]\\+It is now possible to add shift questions in the temps desk shift view.\\
  
-====Bulk CV Import Candidate State==== +Department questions can be setup in Maintenance - Agency setup - Departments - Shift.\\
-When using Bulk CV import it is possible to set the initial state for perm and temp candidates through partial filtering.+
  
-In General Settings - Settings 1410 the initial status for perm candidates can be set.+{{ :2-16-8_r1.png |}}
  
-In Agency Setup - Miscellaneous Settings the initial temp status is selected.+General questions can be set up in Maintenance - Questionnaires - Tempshift plan questionnaire.\\
  
-{{:2-16-12-iq206.jpg?  |}}+{{ :2-16-8_r2.png |}}
  
-If perm is set to Null, then all the statuses will be listed in Bulk CV Import. +To use, go to Temp desk - Shifts - Questionnaire.\\
- +
-The error message 'You must select the Temp Initial Status' will appear if the import button is pressed, the temp tick box is clicked and the State differs from that set in Agency Setup.\\ +
- +
-====Support for DTKBarReader.dll unlimited licence - System Admin==== +
-IQX has been updated to take advantage of the unlimited licence for the bar code reading dll - DTKBarReader.dll. This useful for users of Job Runner.\\ +
- +
-====Vacancy Teams, view on Desktop==== +
-In desk top consultants can have their default view set to their vacancy teams instead of their consultant view. +
- +
- +
-Image +
- +
- +
-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. +
- +
- +
-{{:2-16-16-iq216-1.jpg?  |}}\\ +
- +
-====New tab on DeskTop to track potential vacancies==== +
-A new tab under Current Vacancies for Tracked Vacancies can now be added to track a different Vacancy state than Current Vacancy. +
- +
- +
-IImage +
- +
- +
-General Settings - Settings - 2070 is used to set the Tracked Vacancy state. +
- +
- +
-Image +
- +
- +
-If Settings 2070 is left blank the Tracked Vacancy tab is not visible.\\+
  
 +{{ :2-16-8_r.png |}}
  
 +**Note**: Department questions are displayed above general questions.  If no questions are setup the questionnaire tab in Temp desk - Shifts will not be displayed.\\
 +</pane>
 <ifauth @newreleases,@internal> <ifauth @newreleases,@internal>
 +~~NOTOC~~ 
 +<pane id="tabs-enhancements">
 =====Fixes and Enhancements===== =====Fixes and Enhancements=====
  
 +====iqx.exe====
 ====Build 1==== ====Build 1====
- +  - Branding, ordering of shifts.\\ 
-  - Error updating DB to 12.16.10. +  - Broadbean Hybrid, contact name and email.\\ 
-  - Adding a new Question or Choice using an existing ID. +  - Time Sheet Image Linking - Search Button.\\ 
-  - Times displayed from Boiler Plate Text Fields. +  - Attaching RTMs to Branding Confirmations.\\ 
-  - Bug found in DocumentType if Grouping method is not for single timesheet. +  - JobRunner, BarcodeQuery. PDF Reading Type attribute added.\\ 
-  - Auditing of User and Shift questions. +  - Timesheet Query warning on Temp Desk lost highlighting.\\ 
-  - Nominal Codes Being Created as Unknown. +  - Shift Confirmation - BPT when not using branding.\\ 
-  - Null Date Displayed. +  - Extra information in about box.\\ 
-  - Broadbean Retrieve Candidate - All. +  - Templatestore error message.\\ 
-  - Desk Top - Inbox - IQX Contact. +  - Favourites improvements.\\ 
-  - Temp Desk - Shifts - override colour column. +  - Broadbean Error Messages.\\ 
-  - Last page Timesheet wizard – Spacing. +  - Favourites help on wiki.\\ 
-  - use shift colour override on person diary & shifts. +  - Branding - template assignment function datatype change.\\ 
-  - Division Access on BPT. +  - Missing external blob documents causing IQX to freeze.\\ 
-  - Confirm screen, week commencing does not reflect client week. +  - Completing timesheets - Unexpected text on final sheet.\\ 
 +  - Broadbean Default Candidate Source and State.\\ 
 +  - Dragging Documents when themes enabled.\\ 
 +  - Accounts. All documents have when and who created populated.\\ 
 +  - Placement Our Ref can be audited.\\
 ====Build 2==== ====Build 2====
- +  - Bulk Text Message into Summary as well as Notes.\\ 
-  - Stop silent fail on mail merge if link to attachment is lost - warn and stop, so can be re-connected and re-started. +  - Dragging documents when themes enabled.\\ 
-  - DBIDVAR variable to eliminate need for params query in UniqueKey function. +  - Company Group Tree Dragging.\\ 
-  - Colour Blind options. +  - About Box Information.\\ 
-  - Read only user hits sql erros if they try to save a contact event. The menu buttons shouldn't work / be hidden if no edit rights. +  - Adding Progress where Interview box is ticked to bring up Unavail list.\\ 
-  - Shift Match - Process button does not obey Ctrl selected records. +  - Improvement to Favourites.\\
 ====Build 3==== ====Build 3====
- +  - Viewing Dynamic Rates Schemes in Vacancies.\\ 
-  - Pay_Employment Periods - make editable for 2.16.12 + script to apply to earliers where use HMRC report. +  - Improvement to Favourites - contact/company spacing.\\  
-  - CV parse issue with the word CV at the end in a header. +  - Improvement to Favourites - collapsing menus.\\  
-  - Defunct Temp Desks and Holiday Pay timesheets. +  - Adding Progress where Interview box is ticked.\\ 
-  - Person, Employment Periods - Expand - prob with single quote in surname. +
-  - WPKScript not properly rolling back transactions on error. +
 ====Build 4==== ====Build 4====
 +  - Favourites exception error.
 +  - More to come.
 +====Build 5====
 +  - TemplateStore - error message in Contact Event - Write Letter.\\
 +  - JobRunner updated 4.17.\\
 +====Build 6====
 +  - Optimise Tempdesk, Shifts.\\
 +  - Broadbean hybrid duplicate record check.\\
  
-  - Form Position. +====wpk.xml==== 
-  - Confirmation screen stretching without it's headers doing likewise. +====Build 1==== 
-  - Error in job text going to Broadbean. +  - Broadbean Hybrid, contact name and email. 
- +  - Company, Vacancies. Adding vacancies to excluded companies blocked. 
 +  - Switchable person details availability fields. 
 +  - Branding document validation. 
 +  - Boiler plate text help on wiki. 
 +  - Company, Vacancy. Sorting by their ref and sitename allowed. 
 +  - Vacancy, Search. Fix for postcode distance not showing. 
 +====Build 2==== 
 +  - TemplateStore - error message in Contact Event - Write Letter. 
 +</pane>
  
 </ifauth> </ifauth>
 +</nav>
    
  
  • newreleases/release_2.16.8.1481197627.txt.gz
  • Last modified: 2017/11/16 22:08
  • (external edit)