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--- newreleases:release_2.18.4 [2018/08/07 16:31] – Viola Scott
+++ newreleases:release_2.18.4 [2018/10/08 12:02] (current) – Viola Scott
@@ Line 1: / Line 1: @@
-====== Release 2.18.6======
+====== Release 2.18.4======
 ~~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>
@@ Line 13: / Line 13: @@
 =====User=====
-====Features====
+The following new features require System Administrator Setup in order for them to work:
-\\
-===Move Subscribe options to Person header===
+  * Headline available on Contact Events
+  * Auto-matching Candidates to Vacancies
+  * Secure service for sending out Data Access Requests (and other files)
+  * Programmable button can be added to completed timesheets
-The button to subscribe or unsubscribe candidates from marketing is now positioned in the header of the person record.  If a candidate is set to Unsubscribe to Marketing Mailers then then they will not appear on mailing lists.
+====Adding deletion dates to individual documents====
+A new field is available when adding documents which allows the setting of a deletion date for that document. For example when a certification has expired. \\
-\\
+Running the PurgeDocuments.xml from your XML folder will delete documents with a deletion date prior to the current date.\\
-{{:move_sub_options_to_person_header.png?600|}}
-\\
+{{:2-18-4-a.jpg|}}\\
-===Documents to display html and text files===
+{{:2-18-4-b.jpg|}}\\
+Deletion dates can be specified for documents already added to the database as well as new documents.
-Within the documents tab you can now upload html files as well as standard text files, PDFs and JPGs. The file type will be displayed as circled below.
+====Headline available on Contact Events====
+A headline can now be added to Contact events. The Headline will appear in the top right window of the contact event.\\
-\\
+{{:2-18-4-l.jpg|}}\\
-{{:docs_to_display_html.png?600|}}
+This feature requires System Administrator setup.
-\\
+====Auto-matching Candidates to Vacancies====
+Auto-matching can be used to automate the matching of candidates to vacancies and informing them of opportunities. \\
-===GDPR Send Data Request - Email cancellation step===
+The number and frequency of these communications can be controlled to maximise the benefit of this feature and allow candidates to specify acceptable settings. \\
-When sending a Data Access report there is now a pop up box which appears to confirm that you are happy that you have read the report in full and redacted where necessary.
+{{:2-18-4-o.jpg|}}\\
-\\
+This feature requires System Administrator setup.
-{{:gdpr_send_data_1.png?600|}}
-\\
+====Secure service for sending out Data Access Requests (and other files) - Based on IQXHub====
+This feature arose from a need to improve the security of GDPR Access Report emailing. However, it can be used for the secure dispatch of any files from IQX.\\
+Using the GDPR Data Access Report as an example clicking email will cause a confirmation message to appear.\\
-===Postcode Lookup on Reference Request and Fast New wizard===
+{{:2-18-4-s.jpg|}}\\
+The candidate will receive an email with a link to the document download page.
+On clicking this the following will appear in their Browser.\\
-When sending a reference request, it is now possible to lookup the address using the postcode, in the same way as when adding a new candidate, rather than free-tying the address every time. Postcode lookup is an add-in module for IQX and you must have this enabled to use this function. To learn more about Postcode Lookup please get in touch with our support team on support@iqx.co.uk.
+{{:2-18-4-t.jpg|}}\\
+In addition, it will then generate a new email containing the password. This password will both download the zip file and allow the candidate to open the password \\
+protected file.\\
-\\
+This feature requires System Administrator setup.\\
-===Date of Birth Validation===
+For more information on this feature please contact IQX.
-It is now possible to add a validation to endure a new temp’s date of birth is checked before they complete registration or are placed. This can be set up using your custom guidelines. Please register your interest in this feature by contacting the support team.
+====Amend the Vac Search initial states criteria so that ALL is ALL except Archived====
+In Vacancy Search Archived and Do Not Use Candidate statuses can now be excluded for the search criteria.\\
-\\
+{{:2-18-4-aa.jpg|}}
-===Secondary Agency form improvements - Candidate and Company===
+====Programmable button can be added to completed timesheets====
+It is now possible to add two programmable buttons to Completed timesheets. \\
-Secondary Agency CANDIDATE enhancements:
+{{:2-18-4-ac.jpg|}}\\
-With regards tot he Compliance State, Secondary Agencies can now have compliance states (set up in Temp Setup, Secondary Agency Candidate States) so that the Agency can check the candidate’s documents, etc. before they are given a booking (Pre-Validation functions will also have to be adjusted – contact IQX) – eg Non-Compliant, Complaint, Archived. This is seen in the top right hand section of the Person form.  All Secondary candidates will need to be updated.
+This feature requires System Administrator setup.
+====Cancel confirmation notifications from different locations====
+To streamline the shift confirmation process, shift confirmations from Temp Desk – Shifts and Person – Diary will now open the Shift Confirmation Screen to \\
+provide the ability to send Shift Notifications out.\\
-\\
+Cancelling a shift in these locations also links to the Shift Confirmations view.\\
-{{:secondary_agency_form_improvement.jpg?600|}}
+{{:2-18-4-ad.jpg|}}
-\\
+====Adhoc invoice form show template used====
+When adding an adhoc invoice the invoice layout template being used is now displayed at the bottom of the view.
+This display recognises overrides detailed \\
+in Agency Setup - Divisions and in Company - Accounts - Accounts.\\
-Form Layout Enhancments
+The default invoice template is Sales Invoice.\\
-The Secondary Agency Name, Reference and Candidate State are all now immediately visible in the top right hand section instead of having to scroll down on the left hand top section.
-\\
-{{:secondary_agency_form_improvement_2.jpg?600|}}
+{{:2-18-4-ae.jpg|}}
-\\
-The changes to the secondary agency client form shows the Temps list and Temp Desks together, further up the left hand menu.
-The Temps view has a State filter and can find Temps by a keyname search
-{{:form_layout_enhancements.jpg?600|}}
+====Enable Select button on Person when videoing from Vacancy - Shortlist====
+When reviewing shortlisted candidates in Vacancy - Shortlist it is possible to select a suitable candidate by clicking on Select in the candidate record. \\
+The candidate will be selected in Vacancy – Shortlist.\\
-\\
+{{:2-18-4-ah.jpg|}}\\
-===Prevention of using a Payband limited to a division===
+{{:2-18-4-ai.jpg|}}\\
-If a Division has been attached to a payband and it is being used in a rate Rate Scheme the divisions must match.  If they do not match an error message will appear warning you that the combination cannot be used.
+When in Vacancy - Shortlist - select a shortlisted candidate and click on candidate button to expand the record - Click through the list using the radio \\
-\\
+buttons - Click Select and the candidate will be selected on the shortlist. \\
-{{:payband_division_1.png?600|}}
+{{:2-18-4-aj.jpg|}}
-\\
+====Review P45 process - add remove bank details (GDPR)====
+As part of the GDPR tools provided by IQX a candidate’s bank details can be removed from Person – Payroll when P45/Leave is clicked. Selecting ’Clear Banks Details’ \\
+will remove a candidate’s bank details.\\
-The paybands will not be available for selection at the Add rate stage on a vacancy, placement or timesheet.
+{{:2-18-4-ak.jpg|}}\\
-This requires no set up.
+**Warning:** Only clear the bank details once the last timesheet has been completed and transferred to Payroll.
-\\
+</pane>
-===Timesheet Image rotation saved===
+<pane id="tabs-admin">
-When a timesheet is rotated it will automatically save when you close the time sheet so that the next time you open the time sheet image it will have remembered the orientation.
+=====System Administrator=====
-\\
+====Gender Pay Gap Reporting====
+From April 2017,companies with more than 250 staff are legally required to calculate and publish on their website information related to gender pay gaps. \\
+In particular the following:
-===Statements will use IQX Email signature===
+  * Mean and median gender pay gap for basic and bonus pay
+  * Proportion of male and females receiving a bonus payment
+  * Proportion of male and females in quartile pay bands
+IQX have produced reports which, once customised, can be used to enable agencies to calculate this information from their IQX database. The configuration \\
+will need to take account of issues such as legal entities, person states and paybands.\\
-The default IQX email signature is now added to the emailed credit control statement. This also applies to statements and invoices.
+The development of these reports to suit your Agency’s circumstances will be chargeable.\\
-\\
+Further advice on gender pay gap is available at:
-\\
-The following new features require System Administrator
-Setup in order for them to work:
-\\
-\\
-===Adding a unique Tax Reference to a person record===
-A candidates Unique Tax Number can now be viewed under the Payroll tab (this needs to be switched on by your system admin). Please Note:  Although the UTR can now be viewed under the Payroll tab, it can only be edited here if your Agency is not set to use CIS. If CIS is set the UTR can only be edited under the CIS view.
+https://www.gov.uk/guidance/gender-pay-gap-reporting-data-you-must-gather\\
-\\
+https://www.gov.uk/guidance/gender-pay-gap-reporting-make-your-calculations\\
+http://www.equalpayportal.co.uk/gender-pay-gap-reporting/ \\
+http://www.legislation.gov.uk/ukdsi/2017/9780111152010\\
+https://www.rec.uk.com/news-and-policy/corporate-blog/gender-pay-reporting-what-recruiters-need-to-know\\
+http://www.cbi.org.uk/cbi-prod/assets/File/pdf/gender-pay-webinar-22-feb.pdf \\
-{{:utr_number_can_be_turned_on_1.png?600|}}
+====GDPR - Job to delete historic documents in bulk====
-\\
+A new job is available to allow agencies to delete old documents which were created or edited before a certain date or have reached a deletion date. \\
-\\
-===Role to be able to Delete Documents===
+This job is included in the additional document zip file included when upgrading.
-It is now possible to assign the role to allow a user to delete documents from records including Person, compliance, company, vacancy, progress and placement documents. If this role is assigned (this can only be done by your system admin) then the delete button will appear as shown below. Once you have clicked the delete button, the pop up will appear to allow you to select yes or no. If you do not have this role assigned then the button will not be visible.
+====Bulk Deletion of Documents====
+In Maintenance – Run a Job run the PurgeDocuments.xml from your XML folder.
+Documents:\\
-\\
+{{:2-18-4-c.jpg|}}\\
-{{:role_to_be_able_to_delete_docs_1.png?600|}}
+Select the document type (CVs, Contact Event letters and Documents) from the drop down and if applicable select the Division.\\
-\\
+The deletion date has been set to a minimum of three years prior to the current date to protect recent documents.\\
-\\
-===State Visibility and Consent Management===
+{{:2-18-4-d.jpg|}}\\
-This functionality allows you to restrict access to old candidates who have worked for your Agency, therefore should not be deleted, but might have refused consent for future work, or the agency wishes to keep separate and un-contactable for GDPR reasons.\\
+If you are deleting documents this can be selected by class.\\
-There is a new user role of Data Protection Manager - this must only be given to a user who will be allowed to see the hidden data, for re-activation or other internal purpose.
-A Person state is selected or created for this section of data and for all users except Data Protection Manager that state will never be searchable in the person selector, or vacancy short list search.
-If a record is opened from an old placement only the name and number is visible - all other data is hidden.  All contact events will not show contact information and cannot be emailed.\\
-In addition a separate Consent Process can be configured to allow a limited selection of users to change person records to certain consent states.
+{{:2-18-4-e.jpg|}}\\
-These features require custom configuration so please get in touch with the support team for more information.
-\\
+The next screen asks you to select the document type and the deletion date.  If you select ** No Document Type** this will remove documents that have been \\
+added without a document type being selected.
-===Hide option to include Unsubscribe to Marketing in Mail Merge===
+{{:2-18-4-f.jpg|}}\\
-To assist consultants in adhering with GDPR and only sending mailers to those that have actively subscribed to receive mail merges from your agency.  If set up by your System Administrator when carrying out a mail merge the selection will default to Subscribed and you will be unable to change this:
+Users are offered the option to delete all Documents, those with a deletion date or exclude those with deletion dates\\
-\\
+CVs: When deleting CVs a stored selection can be used to refine CV deletions. \\
-{{:playground:unsub_to_marketing_1.png?400|}}
+On the next screen you will be asked to choose whether you want to keep the CV text.\\
-\\
-{{:unsub_to_marketing_2.png?400|}}
-\\
-===Vacancy Teams extended to Temp Vacancies===
+{{:2-18-4-g.jpg|}}\\
-Vacancy Teams gives you the ability for vacancies to belong to a ‘Group’ not just a single consultant. This feature needs to be switched on for users by your system admin. If you have the rights to use Vacancy Teams, you will be able to select your In-team when searching for vacancies.
+A summary of the documents for deletion is displayed for review. Export will allow a list of the documents deleted to be stored as a csv file.\\
-\\
+**Note:** Restricted documents will not be deleted and all deletions will be audited.
-{{:vacancy_teams_extended_to_temp_vac.png?400|}}
+====New ‘Can Maintain Compliance Docs’ User Role====
+Where an agency does not have a dedicated Compliance Team a new role ‘Can maintain Compliance Docs’ has been created which allows compliance \\
+documents to be used by users who do not have the full ‘Can Maintain Clearance/Compliance’ Role.  \\
-\\
+The aim of the new role is to enable agencies to create a structure around their compliance process as it allows questions to be linked to \\
+document types to help guide users through the compliance process as well as the ability to:\\
+  * Use the button on the Document View to 'Copy to Compliance Documents',
+  * Drag a file from an email or folder to Compliance Documents,
+  * Make use of the redaction tools. \\
-===Shift Notifications sent to Secondary Agencies===
+{{:2-18-4-h.jpg|}}\\
-If set up by your Agency it is now possible to send shift notifications to your Secondary Agency Contact  to notify them of any shifts you have booked their candidates in to.  The process is the same as sending notifications to your own clients and candidates but the system will pick up that this is a secondary agency candidate and pull up the notification to go to the secondary agency.
+**Note:** This role is for agencies who have no user with ’Can maintain Clearance/Compliance’ switched on and General Settings – Settings 1810 is set to N. \\
-\\
+{{:2-18-4-i.jpg|}}
-===Switch to hide Do Not Transfer on Completed Timesheets===
+====Headline available on Contact Events====
+A headline can now be added to Contact events. The Headline will appear in the top right window of the contact event. \\
-The ‘Do not transfer’ button on the time sheet view can now be hidden is necessary. See System Admin notes on how to edit this view.
+{{:2-18-4-j.jpg|}}\\
-\\
+The Headline Display size and Caption can be set up in Switchable Fields 3000 and 3002.\\
-{{:switch_to_hide_do_not_transfer_on_complete_ts.png?600|}}
+The Headline is specified in Database Functions – Headlines – Contact Event Headline.\\
-\\
+{{:2-18-4-k.jpg|}}
+====Auto-matching Candidates to Vacancies====
+Auto-matching can be used to automate the matching of candidates to vacancies and informing them of opportunities. The number and frequency of these \\
+communications can be controlled to maximise the benefit of this feature and allow candidates to specify acceptable settings. \\
+In addition, this feature can be controlled at Division and Temp Desk level. To use this feature will require a customised job which will be required \\
+for each agency to address their individual compliance and vacancy matching needs.\\
-===Group Email setup for XML jobs===
+This job will be chargeable.\\
+The Automatching Configuration views are enabled via General Settings - Settings 3020.\\
-You can now set group emails to receive job information, rather than always going directly to a selected consultants. For example email addresses such as info@iqx.co.uk can now be added.
+{{:2-18-4-p.jpg|}}\\
-This can be set up in Maintenance > Agency Set up > Email Group Notifications
-\\
+Auto-matching configuration can be enabled in Person and Division views.\\
-===Division controls re Cancel & Correct===
+{{:2-18-4-m.jpg|}}\\
-The Advanced Timesheet Cancel & Correction option, which allows shifts and timesheets to be moved to other vacancies and even companies for re-invoicing within IQX, was restricted to just between companies that were ticked as the Invoice Address.  It is now possible, per division, to set a specific state of company to be used where moving timesheets between companies is required.  This is set in Agency Setup, Divisions in the TS Move State.  The expected state to add is C for Client.
+{{:2-18-4-b.jpg|}}\\
-\\
+Automatching can be enabled individually for each Tempdesk.\\
+{{:2-18-4-q.jpg|}}\\
+AutoMatch configuration is visible in the Candidate record.\\
+{{:2-18-4-o.jpg|}}
-</pane>
+====Secure service for sending out Data Access Requests (and other files) - Based on IQXHub====
+This feature arose from a need to improve the security of GDPR Access Report emailing. However, it can be used for the secure dispatch of any files from IQX.\\
-<pane id="tabs-admin">
+To Set this feature up the following is required:\\
-=====System Administrator=====
+  * IQXHub 5.2.22.1 or later. Database update must be allowed on first start.
+  * Updated IQXWeb.
+  * An SMTP link to be configured named SECUREDOCUMENTLINK.\\
-===UTR number can be turned on in Payroll View===
+{{:2-18-4-r.jpg?1100x0|}}\\
-A candidates Unique Tax Number can now be viewed under the Payroll tab (this needs to be switched on by your system admin). Please Note:  Although the UTR can now be viewed under the Payroll tab, if can only be edited if your Agency is not set to use CIS.  If it is then the UTR can still only be edited under the CIS view.
+For IQXWeb and IQXHub please contact IQX to discuss costs associated with licensing these products.
-\\
+====Department / Division Email address types (IQX.exe and Web)====
+In preparation for group email notifications as an alternative mechanism to the current popup system a new view has been added to Maintenance – Agency \\
+Setup called Email Group Notifications. \\
-Turn this feature on in General Settings, set the group to Accounts and No. 480. Ensure value is set to 'Y'.
+In this view Group Notifications can be specified along with group email addresses, message text and allocated by Department and Division.\\
-\\
+{{:2-18-4-u.jpg|}}\\
-{{:utr_number_can_be_turned_on_2.png?600|}}
+It is possible to include hyperlinks in the message text of the email which when clicked will open the requested person form on the documents view.  \\
-\\
+Please speak to IQX support for assistance in designing the hyperlinks as a change will be required to the iqx.ini file and you will need a job to send the emails.
+====Peak BI Integration====
+A means of communicating with Peak BI has been added to allow candidates found using Peak to be added to IQX.\\
-===Role to be able to Delete Documents===
+This service requires the updating of the IQX licence and populating of the settings shown below.\\
-It is now possible to assign the role to allow a user to delete documents from records including Person, compliance, company, vacancy, progress and placement documents. If this role is assigned (this can only be done by your system admin) then the delete button will appear as shown below. Once you have clicked the delete button, the pop up will appear to allow you to select yes or no. If you do not have this role assigned then the button will not be visible.
+{{:2-18-4-w.jpg|}}\\
-\\
+If licenced a new button will appear in Vacancy Shortlist.\\
-{{:role_to_be_able_to_delete_docs_1.png?600|}}
+{{:2-18-4-x.jpg|}}\\
-\\
+A job will be required to call data from Peak on a schedule.\\
-To able access to the delete document button navigate to Maintenance > users > user record > Layout settings > search ‘Show Document Delete Button’. Tick this button for the users you wish to have this access.
+Please contact IQX for more information
-\\
+====Wizard for Tidying tasks on User leaving====
+When setting a User to Not in Use a Wizard is now available to re-allocate the now defunct User’s outstanding responsibilities.\\
-{{:role_to_be_able_to_delete_docs_2.png?600|}}
+Click Leave and a new Wizard will appear.\\
-\\
-===State Visibility and Consent Management===
-This functionality restricts access to old candidates who have worked for your Agency, therefore should not be deleted, but might have refused consent for future work, or the agency wishes to keep separate and un-contactable for GDPR reasons.\\
-There is a new user role of Data Protection Manager - this must **ONLY** be given to a user who will be allowed to see the hidden data, for re-activation or other internal purpose.  For smaller agencies it would be sensible for no-one to have this role except if data needs to be inspected, after which the role would be removed again.
-A Person state is selected or created for this section of data and for all users except Data Protection Manager that state will never be searchable in the person selector, or vacancy short list search.  All contact events will not show contact information and cannot be emailed.
-\\
-===Hide option to include Unsubscribe to Marketing in Mail Merge===
-To assist consultants in adhering with GDPR and only sending mailers to those that have actively subscribed to receive mail merges from your agency.  Once set up when carrying out a mail merges the selection will default to Subscribed and users will be unable to change this:
-\\
-{{:unsub_to_marketing_1.png?600|}}
-\\
-To set this up go to General Settings – group of Settings – number 3090 – set to Y.
-\\
-{{:unsub_to_marketing_2.png?600|}}
-\\
-===Vacancy Teams extended to Temp Vacancies===
-Vacancy Teams gives you the ability for vacancies to belong to a ‘Group’ not just a single consultant. This feature needs to be switched on for users by your system admin. If you have the rights to use Vacancy Teams, you will be able to select your In-team when searching for vacancies.
-\\
-{{:vacancy_teams_extended_to_temp_vac.png?600|}}
-\\
-To enable Vacancy Teams got he the users record > layout settings > Show Vacancy Teams and ensure this is ticked. There is also a setting in general settings which needs to be enabled: Allow Vacancy Team (1450).  Additionally if Default Desktop Consultant to In-Team (2040) is Y the Desktop will open in the 'LoginName In Team' view rather than in their own 'LoginName' view.
-\\
-===Shift Notifications sent to Secondary Agencies===
-In Maintenance – Agency Set Up – Notifications you can now set up templates to send notifications to your Secondary Agency Contacts.
-\\
-Use the Add button to add a new template, make sure the ID is unique and select Agency in the Recipient Type.  Press the Help button to see a list of merge fields that can be used in the templates.  The {SEG_} fields will only be available when the recipient type is Agency.
+{{:2-18-4-y.jpg|}}\\
-\\
+{{:2-18-4-z.jpg|}}\\
-===Switch to hide Do Not Transfer on Completed Timesheets===
+Selecting the New Consultant from the drop down. Select the required responsibilities. Click Apply the ticked items and then change the New Consultant \\
+as appropriate. \\
-The ‘Do not transfer’ button on the timesheet view can now be hidden is necessary.
+On completing the re-allocation click Leave.\\
-\\
+**Note:** if an option has a faint tick box there are no records available for that option.\\
-{{:switch_to_hide_do_not_transfer_on_complete_ts.png?600|}}
+All changes will be audited in the Own Audit Trail of both the Leaving User and the User receiving their responsibilities.\\
-\\
+If any database functions reference the leaving User’s staffed these will be listed under Database functions in the wizard.
-This switch is in General Settings - Temps - 1150 - Hide Do Not Transfer on Timesheet.
+====Add a programmable button to completed timesheet====
-With it set to Y Do Not Transfer is not visible on a completed timesheet
+It is now possible to add two programmable buttons to Completed timesheets. The buttons are specified in General Settings – Programmable Buttons. \\
-With it set to N Do Not Transfer is visible on a completed timesheet
-Unable to set the value to blank Reverts to N.
-\\
+{{:2-18-4-ab.jpg|}}\\
+{{:2-18-4-ac.jpg|}}\\
-===Single Sign On===
+Using the Visibility field, it is possible to specify which user role will see this button.
-if your Agency has Active Directory authentication it is possible to log into IQX without having to complete the login box, provided the rights have been given to the user.
+====Accord Invoicing, Process NIRecharge First====
+When invoices are being processed in IQX if the connection between the Database server and the Accord server drops midway through the invoice process all \\
+timesheet lines won’t be fully processed. \\
-\\
+This could result in some timesheet lines being missed from an invoice.\\
+IQX will now extract all the NiRecharge values (where applicable), and if the timesheets are not complete produce an error message before the document is \\
+processed rather than when the Accord link is dropped.
-===Group Email setup for XML jobs===
+====Maintenance pages new filter field for searching====
+A filter field for searching through long lists has been added to the following maintenance pages:\\
-You can now set group emails to receive job information, rather than always going directly to a selected consultants. For example email addresses such as info@iqx.co.uk can now be added.
+Agency Setup - Branches, Division, Departments, Boilerplate text, Email signatures, Contact event types, Contact event outcomes, Vacancy Job Titles, Sources, \\
-This can be set up in Maintenance > Agency Set up > Email Group Notifications.
+Frequently used Towns and Countries, Vacancy roles and Notifications.\\
-To modify jobs to use this please get in touch with the support team for more information.
-\\
+Temps Setup - Paybands, Holidays (date) and Notifications.\\
+Accounts Setup - Nominal codes and Nominal code segments.\\
-===Division controls re Cancel & Correct===
+Database Setup - Dictionary of Searchable data items, Custom word fields and Job runner schedules. \\
-The Advanced Timesheet Cancel & Correction option, which allows shifts and timesheets to be moved to other vacancies and even companies for re-invoicing within IQX, was restricted to just between companies that were ticked as the Invoice Address.  It is now possible, per division, to set a specific state of company to be used where moving timesheets between companies is required.  This is set in Agency Setup, Divisions in the TS Move State.  The expected state to add is C for Client.
-\\
+IQX Web Setup: - Settings, User Classes, Rights, Class Rights, Default Class Rights, Switches, Query Recipients, Reports, Page Text, Questionnaire Groups, \\
+Questionnaire Group Members and Documents.\\
+{{:2-18-4-af.jpg|}}\\
+The filter automatically filters as text is added to the filter box.
-=== View Static Data Downloads===
+====2 new invoice groupings for batch invoicing====
+Two new batch only invoice groupings have been added to Company - A/c Setup - Group Timesheets on Invoice. These are:\\
-Personnel with full maintenance rights can now  access a log of Static Data downloads to ensure that they are happening as expected and monitor any errors that occur. Access through Database diagnostics and go to tab labelled Static Data Update Log.
+  * Batch Only One invoice for each Account Code, Vacancy, Temp by Number and
+  * Batch Only 1 invoice for each Account Code, Vacancy, Period, Temp by Number. \\
-\\
+{{:2-18-4-ag.jpg|}}
-{{:static_data_1.png?600|}}
+</pane>
-\\
+<ifauth @newreleases,@internal>
-</pane>
-<ifauth @newreleases,@internal>
 <pane id="tabs-enhancements">
+=====Enhancements=====
-===New Help buttons===
+  * GDPR - Data Access Report - Modify
-  * Temp Desk, Temps, Search box
+  * Improvements to Debug mode
-  * Broadbean Candidate Import
+  * Add NULL & Default behaviour columns to database Browser
-  * Vacancy Job Titles setup
+  * Prevent password-protected docs causing problems
+  * Tidy up User Audit Trails
-===Function to extract text from Contact Events html===
+  * Help button on Person - History - Add Employment
-  * Reports that include Contact Event notes need to be updated to use this function as otherwise the html code will appear round the text.
+  * Auditing required when deleting a timesheet
-===Deleting Questions - archive data associated with a choice in case erroneously deleted===
+  * Addition to Gen Settings Comments
-===Database updates - allow force attempt where multiple connections===
+  * Warning message change - General Setting - Switchable Fields - 2800
-===Database Diagnostics view to show database update history===
+  * GDPR Data Access Report - auditing
+  * GDPR Data Access Report - Stamp button
-  * This provides a history of database updates and is found in Maintenance > Database Diagnostics > Database Update Log
+  * Temp Setup, Temp Desk sort order.
+  * Temp Desk - Timesheets - Image File sorting
-===Option in Database Password Change utility to just create key file===
+  * IQX Web Maintenance
-===IQXWeb Documents maintenance form changes===
+  * Payband & rate scheme maintenance division
-===General Settings - changes for more logical groupings===
+  * Photo - add Publish to Web field to be in sync with docs for uploads by web.
-===General Settings - notes updated for Settings 640 and 641===
+  * Department publish to web to be audited for any changes
-===Word Merge maintenance - SQL field now a memo for easier editing===
+  * GDPR report -getTextFromHTML
-===Ensure that using & in a Question or Choice ID functions===
+  * Add filling consultant to completed timesheet, shifts view.
-===Ensure IQXHub backup does not trigger Button Bar failure button===
+  * Add button to completed timesheet to view any query.
-===Review of Delete/Cancel button on timesheet with contra timesheets===
+  * Delete button on completed timesheet modified
+  * Add switch to suppress failure messages on BATCH invoicing
+  * GDPR prompts when not configured correctly.
+  * SetVariable new Attribute htmlwrappedandsignedby
+  * Improve Desktop Backup Log
+  * Person - if Sec Ag state - move the 3 visible and the hidden fields from Details to Headline
+  * Sec Ag Company - Temps View enhancements. Add filters to Temps view
 </pane>
@@ Line 380: / Line 379: @@
 =====Fixes=====
-===Increase copyright years to 1998-2018===
+  * Validation of Temp Shift Confirmation Allowed in Tempdesk, Shifts
+  * Broadbean adding candidate to shortlist issue
+  * Word Issues - causes
+  * Holiday pay calculations
+  * BR - Invoicing disconnect to Accord - missing lines
+  * Temp Desk Expiry Alert Extra before Alert text instead of after
+  * GDPR - Cancelling Data Access Report
+  * Problems with phone details - person and company contact with the same whoid
+  * Departmental CONTACT Questions do not appear in Criteria list
+  * Custom grid fields - Field Custom not found after DB update and local caching enabled
+  * SQL Error when adding 'all' to appointment
+  * Restricted Documents must be excluded from DocPacks
+  * Function GetTempMargin return div by zero if charge rate is zero
+  * Copyright year update
+  * Foreign Keys missing from table 'tsimage'
+  * GDPR - external linked file generating error when producing report
+  * WPK Remove from IQXWeb Settings Documents - doc type
+  * Person - Payroll P45/Leave Clear bank details message
+  * GDPR - Person - GDPR - Data Management view
+  * Questionnaire on Shift Viewer creating access violation
+  * Vacancy withhold deletes even if pressing no.
-===Desktop - fix dragging a file from email to Placement or Progress Documents===
-===Company Selector - personal Layouts must be set when Contacts showing===
-===Company Search - fix error if Search button used when no Criteria set===
-===Company Contact Questionnaire - fix Questionnaire duplication on wizard===
-===Ensure changing from one Person wizard to another does not error===
-===Ensure New Person wizard refreshes if change of Department===
-===Remove legacy withhold colour from Person History view===
-===Person Get in Touch - changes are audited===
-===Remove option to Add Link to File on Documents===
-===Temp Availability - change of template correctly fills times===
-===Broadbean - Remove Planet Earth===
-===Broadbean - fix to hanging if importing a candidate while CV is open===
-===Broadbean - will not allow a missing keyname===
-===Broadbean - fix Advert checks not returning the advert ID===
-===Broadbean - fix when adding an existing candidate to a short list===
-===Broadbean - default Person State & auto import fix===
-===\Broadbean inport new candidate with a new person wizard===
-===Temp Desk columns removed auto resize to solve re-ordering problem===
-===Block editing Placement End date on Temp, Desk Placements - right click option===
-===Ensure linked appointments are included in Staff Leave process===
-===Composite Company Maintenance - fix for values not saving===
-===Fix for Timeout error on Invoicing querying Accord database===
-===Postcode lookup on Person===
 </pane>
@@ Line 430: / Line 408: @@
 </nav>