Differences

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--- newreleases:release_2.18.8 [2018/09/19 15:28] – Viola Scott
+++ newreleases:release_2.18.8 [2019/11/22 19:45] (current) – updated JobRunner spacing Justin Willey
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-=====Page in Development=====
 ====== Release 2.18.8======
 ~~NOTOC~~
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 \\
 ===Add referencecode/their ref to bulk shift adder===
+When using the bulk shift adder there is now an additional field titled ’Their Ref’ which gives you the option to free type a reference for this group of shifts as shown in the example below.
+{{:newreleases:thier_ref_code_to_shift_adder.png?200|}}
+\\
+This reference will be shown on the shift confirmation screen, the timesheet and the candidate shift view. If individual shift References are needed you can either edit in the Confirm view, or use the alternative grid shfit adder view.  Use Ctrl + click to select the non-default shift adder if it is useful.
+\\
+\\
 ====The following new features require System Administrator Setup in order for them to work:====
 \\
 ===New compliance mechanism per Candidate Role===
+New setup for Compliance domains provide a structured mechanism for monitoring the compliance status and suitability of candidates based on their Questionnaire responses (both global and departmental).  Compliance roles can be set up in fine detail and the percentage of compliance viewed on the person headline and used by validation.
+{{:newreleases:compliance_percentage.png?600|}}
+\\
+This requires a project to be managed by the Agency to setup the configuration and the processes. Please contact IQX for more information.
+\\
+\\
+===Quick Fill Shift (by Shift number) button===
+Designed for consultants who want to fill shifts from a list of shift numbers. Button is set for individual users and shows on the button bar to the right of Contact Events. Will bring up Fill Shift form for that shift.
+\\
+\\
 ===Zero Pay & Charge Warnings Configurable by Division===
-===Licenced Feature - Wizard / Worksheet for applying changes to rate schemes===
+If your Agency is set to always have the units paid equal to units charged it is possible to configure the Timesheet Zero Pay & Charge warnings so that they are not brought up for a division. Also Secondary Agency Workers are always excluded. Contact IQX support for more information.
+\\
+\\
 ===Questionnaire code and data Restore process in  maintenance===
+If a Question or a Choice is deleted in Maintenance the data for the question and the records that had this data is now kept in a hidden table for 200 days.  This means if the deletion was a mistake it can be restored - as long as no other question or choice with the SAME code has been created  to replace it.
+\\
+{{:newreleases:restore_deleted_question.png?600|}}
+\\
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 ====ITEM====
 ===New compliance mechanism per Candidate Role===
+New setup for Compliance domains provide a structured mechanism for monitoring the compliance status and suitability of candidates based on their Questionnaire responses (both global and departmental).  Compliance roles can be set up in fine detail and the percentage of compliance viewed on the person headline and used by validation.
+\\
+{{:newreleases:compliance_percentage.png?600|}}
+\\
+This requires a project to be managed by the Agency to setup the configuration and the processes. Please contact IQX for more information.
+\\
+\\
+===Quick Fill Shift (by Shift number) button===
+Designed for consultants who want to fill shifts from a list of shift numbers. Button is set for individual users in the Layout Settings view - Show Main Quick Fill Button. It shows on the button bar to the right of Contact Events. Will bring up Fill Shift form for that shift.
+\\
+\\
 ===Zero Pay & Charge Warnings Configurable by Division===
-===Licenced Feature - Wizard / Worksheet for applying changes to rate schemes===
+If your Agency is set to always have the units paid equal to units charged it is possible to configure the Timesheet Zero Pay & Charge warnings so that they are not brought up for a division. Also Secondary Agency Workers are always excluded.
+This only applies if Temps General Settings 110 and 111 are set to Y. Contact IQX support for more information.
+\\
+\\
 ===Questionnaire code and data Restore process in  maintenance===
-===Simple Web and Database Connectivity Check from Help Menu  ===
+If a Question or a Choice is deleted in Maintenance the data for the question and the records that had this data is now kept in a hidden table for 200 days.  This means if the deletion was a mistake it can be restored - as long as no other question or choice with the SAME code has been created  to replace it.
+Use the Restore Deleted button for either the Question or the Choice.
+\\
+{{:newreleases:restore_deleted_question.png?600|}}
+\\
+===Simple Web and Database Connection Check from Help Menu  ===
+{{:newreleases:connection_check.png?200|}}
+\\
+In the Help menu is an option to allow an Internet Connectivity test. It is set up to look for www.bbc.net.uk and reports on the speed results.\\
+{{:2.18.8_connection_results.png?200|}}
+\\
+\\
 ===Merge WPKMaintain into IQX===
+The WPKMaintain.exe has previously been a stand alone program accessed outside IQX.  It is now accessed from Maintenance when a User has Technical rights.  It should ONLY be used under IQX supervision.
+If the previous external WPKMaintain2.exe is used there will be a warning to say the user is blocked from editing the data.
+\\
+\\
 </pane>
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 ===Gender Field now also on Payroll view - renamed HMRC Gender===
-===Switch to disable payroll number checking when changing composite template===
+\\
+===Documents uploaded from IQXWeb Portal Compliance process===
+When a Candidate Document is uploaded from the IQXWeb Portal it has a default status of Pending visible on the Portal. When it has been ticked for Publish to Web the status changes to Authorised.\\
+When the Web uploaded document is used to create a Compliance document the version on the Documents view is now automatically Archived so that it does not appear on the Portal along side the new Compliance version.  An Agency uploaded document is not auto archived.\\
+\\
+===Switch to block payroll number checking when changing composite template===
+Some Payroll Systems allow the payroll number to stay the same when changing tax method or other details. Most require a new record so that a Temp has to be set in IQX as P45/Leave in order to issue a NEW payroll number.  This switch allows the payroll number to stay the same with no need to P45/Leave. Temps Group, 208
+\\
+\\
+===Allow web service call for Telephony links===
+Allow web service call to create a contact event without passing the staffid. Userstaffid will be used if none is passed.
+\\
+\\
 ===Company - Accounts Setup  - Indicate fields that should be filled in with an asterisk===
-===Add Bulk Delete button to Person-based TS image linking===
+The field titles that MUST be completed on the Company - Miscellaneous/Accounts Setup view now have an asterisk for emphasis.
+\\
+\\
+===Add Bulk Delete button to Person-based TS Image linking===
+Only for Person-based Timesheet Image linking - Use Ctrl + Click to select multiple lines.
+Will fail if the file is locked or read only.
+\\
+\\
 ===Timesheet entry - final detail page layout adjusted===
+The form has been made slightly wider with some fields re-sized and lined up.
+\\
+\\
 ===Invoice - Add robustness to process where connectivity processes required===
+Where information for an invoice processes is being requested from another database the connectivity checking has bee improved so that if a link has been dropped the process will reverse and then try again.
+\\
+\\
 ===Extend User email address field to 100 chars===
-===Deleting User gives IQXWeb record an expired date===
+The User email address field was only 50 characters long, and this has been extended to 100 characters, in line with person and contact email addresses.
-===Switch to allow spaces in tagchoice analysis field, default is NOT allowed.===
+\\
+\\
+===Leaving or Deleting User tidies IQXWeb access===
+When a User is marked as a Leaver/Not in Use then that date is added as the IQXWeb Expiry date to prevent continued Logins.
+If a User record is Deleted (only possible where no linked activity) then the IQXWeb login is also deleted.
+\\
+\\
+===Switch to allow spaces in Question Choice analysis field, default is NOT allowed.===
+In the Questionnaire Setup the Choices Analysis field (tagchoice.analysis) had been restricted to blocking spaces as this can cause processing errors if the analysis field is used for some export purposes.  However some Agencies use this field for other purposes and have requested a switch to allows spaces in the Choice Analysis field. Settings 3100
+\\
+\\
 ===Notifications can include Timesheet, Shift, Agency and User question answers===
+Notifications Insert Fields can be set to use Questionnaire information from Timesheet, Shift, Agency and User questions as well as Company, Person, Vacancy, Placement and Progress.
+\\
+\\
 ===IQXWeb maintenance settings - Help button===
+If the Agency has any IQXWeb portals then there is a new form in the Maintenance Options.
+The Help button opens the Wiki help page. (Under development)
+\\
+\\
 ===Sources - Add publishtoweb to orgin table to control what sources show on IQXWeb===
+If the Agency has any IQXWeb portals then there is a column on the Agency Setup - Sources view called Publish to Web.
+To ensure a Source can be chosen by a Candidate when registering through the portal the Source needs this field ticked.
+\\
+\\
 ===Audit  Placement TheirRef, Database Functions===
+New field that can be audited is the Placement TheirRef (often renamed to PO Number or similar, needs to be ticked in Audit options)
+All editing of Database Functions and Procedures is now audited.
+\\
+\\
 ===Add Find and Line Number to Database Functions===
+Database Functions editing have new features to assist with editing: Finding specific text, Line Numbering and Line number Go To. These are fields available in the top bar of the function.
+\\
+\\
+===SQLTool has selector for Procedures and Functions===
+SQLTool can select procedures and functions from a drop down, for viewing or editing. Also Line Numbering and Line number Go To.
+\\
+\\
 ===Add indicator to General Settings to show that a Custom HTML SMS function is in use===
+Some SMS providers need a more complex HTTP request script than in General Settings - Email & Telephony.  If a script is used the Setting 90 - The HTTP Request to use for SMS Messages will have OVERRIDDEN By CustomSMSHTTPRequest function add to the note.\\
+{{:2.18.8_enh_http_note.jpg?600|}}
+\\
+\\
 ===Governor resource for Max_Statement_Count increase===
+If too many Timesheet forms are open the previous limit of 150 for internal resources of the machine could cause error message - Governor resources for Max_Statement_Count exceeded. The internal resources for Max_Statement_Count and Max_Cursor_Count have now been set at 200
+\\
+\\
 ===Transactionalise WPK updates===
+If the WPK update is cancelled part way through the process it is now rolled back.
+\\
+\\
 ===Remove redundant custom field WPK switches===
-===After WPK is applied add a message to say 'Please re-start the program'===
+Switchable fields that define custom columns (except for Temp Desk) are now maintained in Database Setup - Custom Grid Columns. The upgrade moved the details from the General Settings to the new forms.  The General Settings fields have been removed.
+\\
+\\
+===After WPK is applied a message to say 'Please re-start the program'===
+Systems Administrator should now log out of IQX after applying a WPK and then log back in to ensure the startup processes are re-run for the new WPK
+\\
+\\
 ===Add support for web timesheet signing===
-===Delete button on Hub Monitor view in database diagnostics to get rid of old data===
+Add on customisation infrastructure preparation
+\\
+\\
+===Delete button on Hub Monitor view in database diagnostics===
+New Delete button to be used to get rid of old data
+\\
+\\
 </pane>
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   * Holiday Pay button showing on Timesheet when a user is set to not showing Holiday Pay.
   * Person Thumbnail Photo being overwritten so moved to left
+  * Hyperlinked email addresses showing on New Record CV text again
   * Fix Drag-Merge payroll number for Accord-Linked Candidates
   * Composite Co Pay Template - loosing VAT Registered setting on re-edit.
   * Broadbean returning the wrong candidate CV information
+  * Broadbean fix restriction on re-advertising jobs
   * Privacy - Extend to hide the state from Temp Desk - Temps and Expiry Dates
   * Privacy - Extend in Vacancy & Mailmerge Add form, CE letter text hide
   * Web uploaded Documents process to Compliance - remove original from Documents
   * Availability Reasons order - needs to be ordered by Code
-  * company group tree not display in Windows 7 - themes problem
+  * Company group tree not display in Windows 7 - themes problem
+  * Company Departmental Question Auditing
+  * Audit shift being manually cascaded on shift viewer
+  * Group folders in Favourites vanishing  problem sorted
   * Sales Consultant -  Edit Contact details method to clear by another user
   * Image pasting problem with convert to HTML in Contact Event
   * Save Email from Inbox - Selecting the correct Contacts by Division
   * Correction of print count on mail merge - print
+  * MailChimp fix error message when subscribing candidate or contact
   * User Leave button - user record blank because of a null issue for old users.
   * Rate Schemes - Cancel when Asked "Do you want to delete the ENTIRE rate scheme" fixed
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   * Blobstore Validation Failures
   * Using SQL reserved words in Custom Grid Columns (fieldname) causes SQL error
-  * Job Runner ExportFile Bug losing XLSX content
+  * JobRunner ExportFile Bug losing XLSX content
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