Show pageOld revisionsBacklinksExport to PDFFold/unfold allBack to top This page is read only. You can view the source, but not change it. Ask your administrator if you think this is wrong. ====== Release 2.19.2====== ~~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> <nav type="tabs"> *[[#tabs-user|Features]] *[[#tabs-enhancements|Enhancements]] *[[#tabs-admin|System Administrator]] *[[#tabs-fixes|Fixes]] <pane id="tabs-user"> =====FEATURES===== \\ ===== Alternative Button Bars - each User can personalise ===== If the Agency is set to show alternative menu buttons then there are 5 alternatives available to each user that they can set according to personal preference from the File, Select Button Bar. \\ \\ Original (Top):\\ \\ {{:2-19-2_BB_original.jpg}}\\ \\ New Coloured where the background colour of the button reflects the form colour:\\ \\ {{:2-19-2_BB_newcoloured.jpg}}\\ \\ New Grey:\\ \\ {{:2-19-2_BB_newgrey.jpg}} \\ \\ New Icons Only:\\ \\ {{:2-19-2_BB_topiconsonl_y.jpg}} \\ \\ Left Icons Only:\\ \\ {{:2-19-2_BB_lefticonsonly.jpg}} \\ \\ ===== Colours within progress states ===== Progress States can be set to have coloured cells for a quick visual hint. \\ \\ These colours are consistent across the Progress Selector, Vacancy History, Progress Detail and Vacancy Shortlist therefore making the progress state obvious at a glance. \\ \\ {{:2-19-2_progressstates.jpg?400}} {{:2-19-2_progressstates2.jpg?400}} \\ \\ ===== Map button to show locations of selected records on a Browser Map ===== If an Agency has IQX [[https://iqxusers.co.uk/iqxhelp/doku.php?id=ug9-12|Postcode Distance]] set up then any search can be shown on a browser map using the new Map button.\\ \\ The Company, Contact, Person, Vacancy and Placement Selectors all have this, with an image to indicate what record type they are. \\ \\ Display when searching for Candidates, a person icon represents one candidate at the location and if there is more than one candidate in close proximity then the icon changes to a bubble with the number of candidates in that location:\\ \\ {{:2-19_2_Map Person 1.jpg?400}}\\ \\ Display when searching for Companies, a building represents one company at the location and if more than one company in close proximity then the building icon changes to a bubble with the number of companies in that location:\\ \\ {{:2-19-2_Map Companies.jpg?400}}\\ \\ Display when searching for Contacts, again a person icon is used for a single contact and a bubble with the number of contacts if there is more than one:\\ \\ {{:2-19-2_Map Contacts.jpg?400}}\\ \\ Clicking on the image will open the record in IQX:\\ \\ {{:2-19-2_Map Record Link.jpg}}\\ \\ If you are accessing the Map button from the Vacancy Search or Shift Fill the Vacancy location - site or client address - is shown with lines to all the matching Candidates:\\ \\ {{:2-19-2_Map Vac Search.jpg?400}} {{:2.19.2_map_vacancy_search.jpg?400}} \\ \\ ===== On Temp Desk, Vacancies a new role to hide Add Vacancy button on shift desk ===== When the user is set to hide the 'Add' button, it will not show on a shift tempdesk under vacancies or vacancy shifts. \\ \\ This is to stop the entry of lots of duplicate vacancies.\\ \\ ===== On adding an extra Payband to a provisional timesheet - select a shift to add it to. ===== Allocate a date to a payband on a provisional timesheet using the Set Date button IF the Temp Desk set to show shift dates on the Rates view. \\ \\ {{:2-19-2_date_on_payband.jpg|}} \\ \\ ===== Compliance Percentage View on Temp Desk ===== If the new [[https://iqxusers.co.uk/iqxhelp/doku.php?id=comply_01|Compliance Domains]] are set up, users can see the percentage score of each Current candidate in the Temp Desk, Compliance view. This complements the Expiry Dates view. There are filters to show just who is working in the week to ensure compliance will be met. Also filters to show those who are expired or non-compliant.\\ \\ Contact IQX if you want set up Compliance Percentages.\\ \\ ===== Table of Invoice lines and associated data for reporting ===== There is a New IQX table, populated by running a job, that will contain all information relevant to margin reports in that period, that is much faster to run and has the data 'frozen in time'. \\ \\ Extra fields such as those from Questionnaires can be configured to be included.\\ \\ Contact IQX to have a report created using this data. \\ \\ </pane> <pane id="tabs-enhancements"> =====ENHANCEMENTS===== ===== Make Divisions defunct to hide old data ===== Divisions can be set as Defunct so as to not be available on drop down boxes. This means the data will not be seen. \\ \\ ===== Person Progress - Last Date at top ===== Person - Progress History now initially displays with the newest Last Date at the top of the list \\ \\ ===== Ability to add a Reminder when Adding Withhold ===== When entering a withhold it is now possible to add a reminder at the same time, useful if you want to review the withhold after a period of time.\\ \\ Consultants should use the green reminder button to the right of the screen with the withhold selected and the links to the company and contact will be made. \\ \\ ===== Switch to default payroll tax method to Ltd instead of PAYE ===== It is now possible to set the default payroll tax method from PAYE to Ltd. \\ \\ ===== Source available as a field on Bulk CV Import ===== Source can now be selected when doing a Bulk CV Import \\ \\ ===== Vacancy, Shift Templates - hide defunct unless already ticked ===== A Shift Template can be set to 'Defunct' in Temp Setup. After that it will no longer be available to be ticked on a Vacancy, Shift Templates view. However, if already ticked, it will remain available when adding a shift for that vacancy. \\ \\ ===== Image Linking Form - When selecting a division filter to temp desks in that division ===== In the image linking, if a specific division is selected, only the tempdesks associated with that division will show on the drop-down menu. If you have multi division access and you select all, again, only the desks associated with those divisions will show. \\ \\ ===== JPEG files accepted as Timesheet Images ===== Timesheet JPG files are now permitted and will be included in the invoice PDF, which allows for candidates uploading a photo, if permitted by the Agency. The JPG will be reduced in size before invoicing \\ \\ ===== Wording change to Send Invoices pop-up ===== Updated message when Sending Invoices to clarify the behaviour. \\ \\ </pane> <pane id="tabs-enhancements"> </pane> <ifauth @newreleases,@internal> <pane id="tabs-admin"> =====System Administrator===== ===== Alternative Button Bars - for each User ===== To set the Agency to show alternative menu buttons set General Setting > Switchable Field 2860 Show Alterntive Menu Bar to Y. Then there are 5 alternatives available to each user that they can set according to personal preference from the File, Select Button Bar. \\ \\ ===== Colours within progress states ===== To set Progress States to have coloured cells for a quick visual hint set General Setting > Switchable Field 2085 and set to Y. Colours can be selected within Maintenance > Progress states and click on the Background Colour button. \\ \\ These colours are consistent across the Progress Selector, Vacancy history, Progress Detail and Vacancy Shortlist therefore make the progress state obvious at a glance. \\ \\ ===== Map button to show location of selected records ===== If an Agency has IQX Postcode Distance and IQXHub set up then any search can be shown on a map using the new Map button. Contact IQX if you would like to install IQX Postcode Distance. \\ \\ ===== Table of Invoice lines and associated data for reporting ===== There is a new IQX table, populated by running a job, that will contain all information relevant to margin reports in that period, that is much faster to run and has the data 'frozen in time'. \\ \\ Extra fields such as from Questionnaires can be configured to be included.\\ \\ Contact IQX to have a report created using this data. \\ \\ ===== On Temp Desk, Vacancies a role to hide Add Vac button on shift desk ===== In the user record go to the Layout Settings search for the setting 'Hide TempDesk Vacancy (Shift) Add Button' and tick it to enable, This will stop the add button showing shift tempdesk under vacancies or vacancy shifts. \\ \\ This is to stop the entry of lots of duplicate vacancies.\\ \\ ===== Bulk Shift Adding Their Ref to be switchable by Temp Desk ===== It is now possible to limit which Temp Desks have the ability to bulk add shifts with a reference.\\ \\ To set this up go to Maintenance > Temps Setup > Temp Desks and tick 'Allow Bulk Shift Adding Thier Ref' for each desk you want this to apply to. \\ \\ If this is not ticked for a given Temp Desk the option is blanked out. \\ \\ ===== Switch to default payroll tax method to Ltd instead of PAYE ===== It is now possible to set the default payroll tax method from PAYE to Ltd. \\ \\ Set in Maintenance > General Settings > Group of Accounts > Number 490 set 1=PAYE or 2=Ltd. \\ \\ ===== Switch for Candidate Contact Marketing Default ===== There is a new switch to enable a default subscribed/unsubscribed to marketing for registering candidates. To switch on go to Maintenance > General Settings > Group of Settings > number 3091 and set the value to Y to make them subscribed by default. \\ \\ ===== Switch for Client Contact Marketing Default ===== There is a new switch to enable a default subscribed/unsubscribed to marketing to be set for client contacts. \\ \\ ===== Switch to Force/not Force use of staff leaving wizard ===== It is now possible to force the use of the Staff Leave Wizard. This is controlled by General Setting > Group of Settings > Number 3110 and set value to Y to enforce the use of the wizard.\\ \\ Useful to ensure that all staff members are following the same process when and IQX user leaves. \\ \\ ===== Deletion date when adding a file is now switchable ===== As an Agency you can now decide whether or not you want a deletion date to be an avaiable field when new documents are added. To hide the deletion date field go to General settings > Group of Settings > Number 3120 and set the value to N. Setting the value to Y will ensure the field is visible. \\ \\ ===== Switch for postcode distance multiplier percentage ===== If an Agency has Postcode Distance installed the calculation is 'as the crow flies', this can be increased by a percentage to get a more realistic road distance. As an Agency you can choose the percentage that suits your location.\\ \\ The percentage to adjust the direct distance shown is configured in General Settings > Group of Settings > Number 3140. \\ \\ ===== Subject line of a Reference Contact Event can now be amended ===== To amend the subject line of the Contact Event when go to General Settings > Group of Terminology > Number 654 and enter the text in the value field. \\ \\ ===== Custom Grid Columns Improvements ===== Those with access to the Custom Grid Columns under Database Set Up can now see which existing columns they have when adding a new one and can filter the results. \\ \\ ===== IQXWeb password Generation ===== If IQXWeb is set to use a random password generator job the message shown in IQX when a consultant resets the password has been changed to be 'A password will be generated and sent direct by email' \\ \\ ===== New buttons to export/import to/from Notepad ===== If enabled under Maintenance > General Settings > Group of Settings Number 3150 is set to Y, you will then see a button for NotePad++ in SQL Tool, Modal and Non-Modal, Report Builder (SQL tab) and in Database Functions, allowing the easy transference of code into NotePad++ where it can be edited, saved, and brought back into IQX. \\ \\ ===== New buttons on Help About ===== New Help and Copy buttons have been added to the Help, About information box. Pressing the Help button displays the WIKI page. Pressing the Copy button will add the contents to your clipboard. \\ \\ ===== DB Update improvements ===== Improvement to speeds up when DB updated. \\ \\ </pane> <pane id="tabs-fixes"> =====Fixes===== * Default Tax Method on Provisional Timesheet * Tempdesk Help button * Stop ability to edit invoice numbers on Company, Accounts * Display issue where mailmerge not reporting number of records to merge * Hidden field on shift confirmation * Invoice Credit button no longer sets the associated Timesheets to Billed to reappear in Invoicing for double crediting </pane> </ifauth> </nav> newreleases/release_2.19.2.txt Last modified: 2019/08/24 21:02by Justin Willey
Justin Willey