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newreleases:release_2.20.11 [2021/04/29 16:13] – [Compliance Document Dynamic Stamping] Viola Scottnewreleases:release_2.20.11 [2021/04/29 20:16] – Scott McMullen
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-====== Release 2.20.11 ======+====== Release 2.21.02 ======
 ~~NOTOC~~ ~~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> <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>
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-==== User Display Preferences Enabled ==== +==== New Collections Chat Feature ==== 
  
-There is a new setting within each individual user’s File menu that let’s you select an alternative Theme to change the display colours and buttons.+Collections stems from 2 ideas:
  
-{{:filemenuthemes.png?450|}}+1. Needing an area to bring together records related to a PROJECT that might cross divisions and departments, eg a large Construction project. 
  
-https://iqxusers.co.uk/iqxhelp/doku.php?id=sa_maintenance_17+2. Needing an area to bring together records to deal with back office problems eg invoice queries needing the related invoice, vacancies, timesheets, shifts or candidates records in one place. 
  
-Note: Changes will take effect when the user next logs in. \\ \\  
  
-==== Relaxed Line Depth ==== +In both cases the data needs to be visible to a group of Consultants so that they can quickly open the relevant records, and easily ‘message’ or 'chat’ with other users and save joint notes. 
  
-There is a new setting within each individual user’s File menu that let’s you decide if you want standard or relaxed line depth.+Based on the Desktop, the area for managing work on a day by day basis. A user can create a new Collection, add other Users, add initial notes and commence messaging / chatting.
  
-{{:linedepthfile.png?500|}}+The list of Collections is in an editable grid showing the name, collection type, the latest chat date and time and who created it along with other data. 
  
-Standard Depth+{{::collections_1.png?700|}}
  
-{{:standarddepth.png?550|}}+Expanded the form is in a Web format. The Notes section is always visible on the top left with a Save icon.
  
-Relaxed Depth+The bottom left section is for attached Records and Users and Collection Type Questions.
  
-{{:relaxeddepth.png?550|}}+Records are dragged onto and displayed in one tab, Users are selected and displayed in the second and Questions appear in the third.
  
 +The right hand section is for Chat with your own chat shown in green on the right  and others on the left, identified by their name.
  
 +{{::collections_2.png?700|}}
  
-If 'relaxed' line depth is chosen all grid lines and inspector cells will be increased in height by 25% (if not already increased elsewhere)+If another user responds to a chat a popup will appear to advise, and on update it will be at the top of the list. 
  
-Note: Changes will take effect when the user next logs in. \\ \\ +This needs to be enabled by the System Administrator. \\ \\ 
  
  
-==== Global key word search for Candidates and Clients  ==== +==== Document Signing - refinements ==== 
  
  
-Users will now be able to access candidates, companies and vacancies quicker with the ability to search not only for the keyname and registration number from the person selector but keywords, CV and Notes without having to go to the Search view first.+Since 2.20.11 there have been refinements to Document signing. 
  
-Name will search on keyname in the same way that it always has and putting an   * in the search box will still return all records.+Users that have been set up with a signature can now have the signature automatically added when saving a document to Compliance Documents.  
 +Document Types can be set to requiring a signature but all other Compliance Documents can be signed if wanted.  
 +The intention is that documents will be stamped at the time they are received avoiding problems later when there is an audit. 
  
-Toggle to the Key Words button to search on surname, forename, registration number, address including town, county and postcode, payroll number and NI number.  If set up by your agency you will also be able to search on some questions and items specified in a function.+If a Document Type is set to be signed then as it is added the final page will show the document and the signature, which can be resized and placed where desired. 
 +If a document is to be signed at another time use the Singin button to bring up that page.
  
-Toggle to the CV or Notes button to search in either the CV or the notes views.+A new column exists to show if a document has been signed.
  
-{{::iq1577_person_selector.png?775|}}+Signatures and the Compliance Documents to be signed must be set up by the System Administrator  \\ \\ 
  
-{{:iq1577_company_selector.png?800|}}+==== Alternative Invoice Addresses and Invoice Prefixes ==== 
  
-{{:iq1577_vacancy_selector.png?800|}} 
  
-This feature requires administrator set up. \\ \\+If your Agency is required to bill through composite portals that have different billing addresses for the same client this can now be managed within IQX by selecting an available alternative invoice address on the client record and the actual address that is to be invoiced on the placement.
  
 +In addition this can be linked to a prefix so that Invoices are distinguished according to the addresses they are sent to. This could be termed 'Sales Branding'
  
-==== New filter on Person Tempdesk view ==== +This feature requires system administrator set up.
  
-When on a Candidate record and in the Temp Desks view a Filter and State have been added. When State is set to ‘On Desk’ it will only show Temp Desks that the Candidate is associated with.+For more information please see - https://iqxusers.co.uk/iqxhelp/doku.php?id=alternative_invoice_address_-_set_up
  
-{{::tempdesk_state.png?550|}} \\ \\ +\\ \\ 
  
-==== Filter and Sort Order added to Compliance Score Details ====  
  
-You are able to sort the columns within the score details of a person record to help you understand what Compliance has been passed and what is missing. A Filter has also been added to quickly identify if certain items are missing or not. Useful if you have lots of criteria. 
  
-{{:compliancescorefilter.png?450|}}\\ \\  
  
  
-==== Compliance Document Dynamic Signing ==== +==== Method to edit missing POs from Batch Invoicing form ==== 
  
-Users with access to compliance documents can now have an image of their signature uploaded which can then be used, alongside the verification date of the documents, to stamp the documents. 
  
-{{:user_signature.jpg?575|}}+In order to avoid unnecessary delays when a client is set for batch invoicing but has not provided a PO number for a timesheet, it is now possible to firstly invoice just those timesheets in the batch that do have a PO Number.
  
-{{:verifying_doc_stamping.jpg?575|}}+In addition on the batch invoicing view you will now see a count of how many timesheets have a missing PO number and a new button that opens a new window where you can directly edit the PO number in the grid.
  
-This feature requires administrator set up.+{{:batch_invoice_1.png?750|}}
  
-==== Option on Word Document to save to Compliance Documents ==== +\\
  
-Users can save documents e.g. training certificates or checklists created when making a contact event direct to the candidate record.+{{:batch_invoice_3.png?750|}}
  
-When creating the document users will (depending on user settings) see two new options for Save to Compliance and Save to Documents.+You will see the following message when you invoice just the timesheets that have PO numbers. 
  
-{{:save_to_documents_compdocs.png?200|}}+{{:batch_invoice_2.png?525|}}
  
-Save to Compliance will open the Compliance Documents view allowing users to answer any questions connected to the document type they select.+This feature requires system administrator setup. \\ \\ 
  
-Save to Documents will allow the user to give the document a title and select a type then a copy will be saved to the candidate documents view.+==== New Role to change Direct Engagements rather than Rate Scheme maintenance ==== 
  
 +New user role for Direct Engagement which allows use of the Direct Engagement button on a Placement and all actions once the Direct Engagement elements are revealed even if the user does not have Rate Scheme Maintenance rights.
  
 +This feature requires system administrator setup. \\ \\ 
  
-==== Document picking up and sending - Packs or Individual ====  
  
-When a client requires you to send a document pack or a selection of documents to them for approval before making a placement this can now be done from the document send button on the documents or compliance documents section of candidate record. 
  
-{{::documents_blue_bell.png?350|}} \\ \\+ ==== Fast New Person Wizard now shows Temp Desks ==== 
  
-{{:compliance_docs_blue_bell.png?350|}} 
  
-This will open a floating window where you can select which document pack or individual documents you want to send, whether you want to send additional reports or archived documents allowing users to customise what they want to send.  Users will also be able to preview all documents and reports before they are sent.+If a user has the Temp Consultant role then an additional screen will appear on the Fast New Wizard allowing them to choose the temp desk that the candidate should belong to. \\ \\ 
  
-{{:send_documents_window.png?600|}} 
  
-{{:person_pack_notification.png?550|}}+==== Switch to tidy away the Accounts fields for Fixed percents ==== 
  
-Please note this feature requires system administrator set up. \\ \\  
  
-==== Notifications - Ability to send directly from Candidate record ==== +The Company Accounts fields for ERNI on Invoice, Fixed NI percent, WTR percent, AWR NI percent and AWR WTR percent can now be hidden if they are not useful. This is set by the System Administrator.\\ \\
  
-The notifications system has been extended to include the ability to send template emails and text messages direct from a candidate record using the new icon on the top of the record. 
  
-{{::person_notification_bell.png?300|}}+</pane>
  
-This can be used to send registration packs or to advise of outstanding or outdated documentation. This will launch the notification window where users can preview the message, add any attachments and make adjustments as necessary.+<pane id="tabs-enhancements">
  
  
-This feature requires System Administrator set up.+===== ENHANCEMENTS ===== 
 +\\
  
 +==== Filter added to Vacancy Shifts view on TempDesk ==== 
  
 +A filter has been added to the Vacancy Shifts view on the TempDesk alongside the Company and Position search boxes.
  
-==== Notifications - Ability to select from other 'recipient' email addresses ==== +{{::vacancy_shifts_filter.png?550|}}
  
-When sending a Notification to the client users are now able to select multiple recipients from a drop down. +Using the Company and Position search boxes the text needs to match exactly from the start for the result to show.
  
-{{::notification1.png?300|}}+For example: Company name ABBA Ltd, searching ‘Ltd’ in the Company search box would return no results, however adding ‘Ltd’ to the filter would return the Company ABBA Ltd and any others that contain ‘Ltd’.
  
-{{::notification2.png?450|}}+The filter searches for the text across all visible columns on the screen eg; Temp Desk, Job Title, Company, Candidate name.
  
-There is an edit box at the top so users can still add manually, however on pressing on the 3 dots this will list all the client email addresses (including the vacancy site email address, if it is applicable).+Please note you can also use a combination of Company/Position as well as Filter to return results. \\ \\ 
  
-{{:notification3.png?400|}} 
  
-Checkbox 'select' at the end of each record. The OK box would add anything from the edit box, and all those that were ticked in one go. 
  
-{{:notification4.png?350|}} \\ \\ +==== 'Add Comment' added on Temp Desk - Timesheets View ==== 
  
 +In the Temp Desk on the Timesheets view there is a new 'Comment' button that will allow users to add a comment on both provisional and completed timesheets
  
-==== Placements Rates Enhancements ==== +{{::timesheet_comment_button.png?650|}}
  
-Ability to police margins and enforce both a minimum and a maximum margin. Set per Temp Desk and enabled in a Rates Scheme.+When pressed a small view opens where you can enter a comment. When saved this is added to the Provisional or full timesheet and the updated comment shows in the grid.
  
-{{:rates_margin_checks.jpg?650|}}+It should bring up what is there already so any existing comment can be overwritten. \\ \\ 
  
-Users with override rights will be able to approve a margin outside the limits and the occurrences will be audited for reporting purposes.  
  
-{{:rates_margin_check_warning.jpg?650|}} \\ \\  
  
  
-==== ReferenceRequest Table Changes ====  
  
-As candidates can now add Web Reference requests from the Registration Wizard measures have been put in place that can enable the candidate to state whether they are happy for a ReferenceRequest to be sent immediately or not.+==== Process button added to company / Client Contact selector ==== 
  
-{{::reference_request.png?550|}}  \\ \\ +A process button has been added to the contact selector to enable users to process records to the person selector. \\ \\ 
  
  
 +==== Improvement when adding a Temp Vacancy from Client record ==== 
  
 +Improvements have been made so that when adding a Temp Vacancy directly from a client record the TempDesk filter shows possible TempDesks depending on the Department that has been selected.
  
 +{{::add_vacancy_from_client.png?500|}} \\ \\ 
  
 +==== Sending Docs Enhancements ==== 
  
 +=== Change to appearance of Send Doc button ===
  
-</pane>+In 2.20.11 we used the Notification bell image but this has been replaced with “Send Docs” button as clearer about it's purpose. Send Docs is found on
  
-<pane id="tabs-enhancements">+  * Person document view - will send to consultant or candidate 
 +  * Person compliance documents - will send to consultant or candidate 
 +  * Person Selector - will send to consultant or candidate 
 +  * Desktop interview  - will send to Client, consultant or candidate 
 +  * Vacancy Progress page - will send to Client, consultant or candidate\\ \\ 
  
 +=== Warning of Missing Document ===
 +If you select a Document Pack to send and some documents are missing from the person record which are ticked as “required” in the Document Pack setup , a warning message will appear to advise you of this. \\ \\ 
  
-===== ENHANCEMENTS ===== +The Person Selector Send Bulk Doc Pack button has been renamed to Send Docs.  It will launch the send docs window allowing users to select a pack or individual documents and preview them before sending through the notifications system. \\ \\ 
-\\+
  
-==== TempDesk - Vacancy Shifts - Search Filter Added ====  
  
-To allow users to quickly identify records a search filter has been added to the Vacancy Shifts view on the TempDesk in addition to the Company and Position filters. \\ \\ +==== Person Selector Department Filter ==== 
  
-==== TempDesk - Contract Desk quick link to company by right clicking ====  
  
-When on a Contact Desk on the Temp Desk you can now right click on a line to then open either the Company or the Vacancy.+Users are now able to select departments on the person selector to view  as well as consultants similar to the selections on the Desktop. \\ \\ 
  
-{{:contract_desk_link_to_company.png?575|}} \\ \\  
  
-==== More User layout settings to hide some TempDesk Views ==== +==== Bulk Email button obeys Subscription settings ==== 
  
-New User Layout Settings have been added that allows limiting of what can be seen on a user by user basis on the Tempdesk. They are ‘Hide TempDesk AWR checking view’, ‘Hide TempDesk AWR Temps view’ and ‘Hide Tempdesk Compliance View’. Once activated these views are no longer visible on the TempDesk. \\ \\ +When using the Bulk Email functionality from the person selector it now obeys the subscription settings set up for the Agency.
  
-==== Changes to Placement - Rates - Direct Engagement view and behaviour ==== +{{::bulk_email_subscription.png?400|}} \\ \\ 
  
-Ability to specify that Direct Engagement is the default for new placements for portal clients.  
-Use the Rates Scheme to prefill Direct Engagement pay and charge rates. 
-Original Calculate button renamed to Change Fee, this is where to change the background rates that create the fee. 
  
-{{::de_general_setting.png?700|}} 
  
  
-{{:de_placement.png?625|}} \\ \\  
  
-==== Ability to Drag a Contact from the Contact Selector onto Favourites ====  
  
-Contacts can now be dragged directly into Favourites from the Contact Selector screen whereas previously limitations meant they could only be dragged from a company record.+==== Document Signing - Visibility ==== 
  
-{{:favourites_drag_contacts.jpg?600|}}  \\ \\  
  
-==== On Desktop Select tick box moved to left of view ==== +New view on compliance documents that will enable users to see at a glance which documents have been signed/stamped.
  
-Desktop Select Boxes 
  
-To help users be more efficient in their use of the IQX Desktop the select boxes have been moved on the following screens to the far left hand side; Daily Work List, Progress due for Action, Interviews, Contact Events due for callback, Current Vacancies, Tracked Vacancies.+This requires System Administrator setup \\ \\
  
-{{:select_box_move.png?650|}} 
  
-Users will no longer need to stretch the size of the form in order to access the select boxes. \\ \\ +==== Linked Compliance Domains sort ordering ==== 
  
 +Linked Compliance domains can now be sorted alphabetically across all columns.
  
-==== Notifications - Ability to modify the message for ALL recipients rather than edit all individually ====  +{{::linked_domains_ordering.png?650|}} \\ \\ 
-  +
-When sending notifications you can enter a 'Comment' line which will appear in every message in the batch, reducing the need for individual edits. You can control where it appears by putting \{MSC_COMMENT} in the Notification Template, otherwise it is put at the bottom, above the signature. +
  
-{{:notifications_add_comment_to_all_1.png?550|}} 
  
-{{:notifications_add_comment_to_all_2.png?550|}} \\ \\  
  
-==== Notifications - Preview Template ====  
  
-When making changes to a notification template when you click on Preview Template this saves and shows the changes you have made. Previously you would need to click on Update and then Preview Template for the changes to show. \\ \\ +==== Refresh button added to Compliance Floating Score view ==== 
  
-==== Improved Notification Substitutions for SMS ==== +A refresh button has been added to the ‘floating’ compliance score view meaning that if you are working through compliance you no longer need to close and reopen to see the amended score, also added a close button. \\ \\ 
  
-Improvement made to notifications so that when sending shift notifications/confirmations the SMS can be shortened. Example - Instead of having an SMS stating all shifts you can now give date and time for the first shift and show 'X' others. 
  
-{{:sms_notifications.png?575|}} \\ \\  
  
  
  
-==== Reduced lines between bottom of message and start of signature ==== +==== Special Rates - show Vacancy Rates ==== 
  
-The spacing between the bottom of the email body and the start of the signature has been reduced to make it more visually appealing. \\ \\ +Set up in the temp desk, for easy access for special exceptions to amend the pay rate for specific shifts.
  
-==== New SMS Chat button ==== +{{::special_rates_show_vacancy_rates.png?550|}} \\ \\ 
  
-The image for SMS chat via the provider SMSWorks has been updated. \\ \\  
  
  
  
-</pane> 
-<ifauth @newreleases> 
-<pane id="tabs-admin"> 
  
-===== System Administrator ===== 
-\\ 
  
-==== Themes and Colour available as User choice in File menu ====  
  
-There is a new setting within each individual user’s File menu that let’s them select an alternative Theme and Form Colour . 
  
-{{:filemenuthemes.png?400|}} 
  
-https://iqxusers.co.uk/iqxhelp/doku.php?id=sa_maintenance_17 
  
-Note: Changes will take effect when the user next logs in. \\ \\  
  
 +==== Visual improvement to Batch Invoice Temp Timesheets view ==== 
  
-==== New Exit button ==== +When viewing timesheets via the Batch Invoice Temp Timesheets view the company name has been shortened so that the select box is visible on the screen without the need to scroll along. As well as this within an invoice the display width for Invoice email address has been reduced so the invoice address is visible without having to scroll. Please note only the display width has been reduced, the character length has not been reduced. \\ \\ 
  
-A new Exit button has been added to the IQX button bar which when selected will close the program. 
  
-{{:exit_button.png?800|}} 
  
-You can choose which background colour you would like the button to be by setting general setting group of colours number 75.  
  
-{{::exit_button_styles.jpg?250|}} \\ \\ +==== New 'Add' Button added to Sales Pipeline ==== 
  
 +Sales Pipeline now has an Add New button for adding companies. \\ \\ 
  
-==== Global key word search for Candidates and Clients  ====  
  
-Users will now be able to access candidates, companies and vacancies quicker with the ability to search not only for the keyname and registration number from the person selector but keywords, CV and Notes without having to go to the Search view first. 
  
-Turn on general settings 2020, 2022, 2024 to switch on the additional views.+</pane> 
 +<ifauth @newreleases> 
 +<pane id="tabs-admin">
  
-If you want to make some question TEXT or CHOICES searchable on this view then they should be ticked in the set up of the questionnaire to be Included in Key Word Search. Text, Single and Multiple questions are suitable. Questions with choices of Yes/No are not suitable.+===== System Administrator ===== 
 +\\
  
-There is also a new function that can be customised to include agency specific information, or graded questions. please contact IQX Support if you would like assistance in setting up the function and trigger.+==== Alternative Invoice Addresses managed through maintained list ==== 
  
-The first time you set this up you will need to run the system admin tools found in database diagnostics - tools.  These should be run again after adding new keywords. 
  
-{{:iq1577_admin_tools.png?550|}} \\ \\ +If your Agency is required to bill through composite portals that have different billing addresses for the same client this can now be managed within IQX.  To set up this feature please see https://iqxusers.co.uk/iqxhelp/doku.php?id=alternative_invoice_address_-_set_up for more details. \\ \\ 
  
-==== Person Selector - Filter by Consultant ====  
  
-New User Layout setting ‘Person Selector Filter by Consultant’ has been added. When activated this gives a drop down list of Consultants when on the Person Selector, defaulting to the logged in User. Useful for Consultants who work with only their own data. +==== Auditing when overriding alternative address ==== 
  
-Note this replaces the General Setting Switchable Fields 290 so that the filter can be turned on per consultant rather than for the Agency as a whole. If you had this set for the Agency you need to set up for all relevant Users.\\ \\ +  
 +Alternative Invoice Addresses edited in the Client, Accounts view, or the Placement, are now audited, but do not filter back and change the entries in Maintenance, Accounts Setup, Alternative Invoice Address / Sales Brand.
  
 +If an entry in the Alternative Invoice Address / Sales Brand is deleted and is already in use on Placement, then a warning there are linked records will appear and you will not be able to delete the entry. \\ \\ 
  
-==== Compliance Document Dynamic Stamping ==== 
  
-Users with access to compliance documents can now have an image of their signature linked to their User record, which can then be used, alongside the verification date of the documents, to stamp the documents.+==== Timesheets with a SalesBrand Prefix retain it through Cancel & Correct process ==== 
  
-General Setting group of settings 1810 Hide Compliance and Document Pack Sending System needs to be set to N.+Timesheets that have a SalesBrand prefix retain this through the Cancel & Correct process. \\ \\ 
  
-If users are to be able to upload their own signature via the File menu then general setting group of settings 3290 Allow users to add own document signature need to be set to Y. 
  
-To upload a signature for a user in png or jpeg format, open their user record and choose Add on the top of the record.  You can then browse to locate the jpeg or png file you wish to upload.+==== Notifications obey selected Division if applicable ==== 
  
-The image can be cropped.+Change to notifications so they obey the division if one is selected at the point of creating the notification. If made division specific and you are in that division when sending notifications you will the option to select this one as well as any global ones available. If you are not in the specified division you will only see global notifications.
  
-To replace the file select View Signature, say yes to the message and browse to the file you want to upload. \\ \\ +Requires system admin setup. \\ \\ 
  
-==== Option on Word Document to save to Compliance Documents ==== +==== Method to edit missing POs when Batch Invoicing  ==== 
  
-This ability to save to documents will always be available, save to Compliance will only be available if General Setting group of Settings number 1810 is set to N and the user has the role Can Maintain Compliance Documents and compliance documents view isn’t hidden. \\ \\  
  
-==== Compliance score Details - Floating View ==== +In order to add a PO number for a timesheet that is in Batch Invoicing you will now see a count of how many timesheets have a missing PO number and a new button that opens a new window where you can add the PO number in.
  
-New setting has been added for ‘Show Alternative Compliance Score View’ (Layout - 3004). When set to Y when pressing on the Score Details of a Person record the Score is a floating page meaning users can work on the Person record whilst continuing to view the score details. \\ \\ +\\
  
-==== Compliance Domains - greater warning and protection against deleting a domain ==== +{{:batch_invoice_3.png?600|}}
  
-Additional warnings have been added when deleting a Compliance Domain to reduce the risk of one being deleted in error. It is only possible to delete Compliance Domains if you have Full Maintenance Rights. \\ \\  
  
-==== Streamlined sending Doc Packs using notifications ==== +System Admin
  
-Improvements have been made to send document packs so that more than one report can be added to the pack.  +To take advantage of this feature the following need to be set up:
  
-The report selected on the main screen of the pack set up window will be treated like a cover sheet and attached at the front of the pack, reports added on the reports view will be treated as an appendix and attached to the end of the pack with the documents relating to the pack.+General Setting group of temps number 180 must not be turned on
  
-Additional packs can be added when sending the documents, these will be added after the initial pack report but can be moved to anywhere in the pack by adjusting the sort order. \\ \\ +The client record must be set to Batch Invoicing and to require Their Ref (or PO number depending on terminology) on invoices, found on the accounts view of the client record. \\ \\ 
  
-==== Document picking up and sending - Packs or Individual ====  
  
-In an amendment to the original document pack sending system users will be able to send packs, and view them before sending, from a candidate record. This is to ensure visibility of what is being done. This feature will only work if General Settings, group of Layout number 3020 is set to Y.+==== New Payroll switch for setting state of P45ed Employees ==== 
  
-The notification system is used to send the packs so templates will need to be set up for type FILLSHIFTPACK, VACSHORTLISTPACK for clients and PERSONPACK for candidate.  Please contact IQX support for assistance with this.+A new switch (Payroll - 581) has been added to work alongside (Payroll - 580). The existing switch (580) lets you set the Default State for P45ed Employees. The new Switch (581) enables you to Leave the Candidate state as is when P45ed rather than use the Default set. \\ \\ 
  
-It is possible to limit the documents available to just standard documents, just compliance documents or both compliance and standard documents with general setting group of settings 3080.+==== Linked Compliance Domains sort ordering ==== 
  
-In addition to this individual users can be given the right to access all documents as an over ride to the general setting.  The user layout setting ‘Can see all documents on Send Doc view.’ will allow users to see all document types which is useful for when access to more documents is required for auditor purposes. \\ \\ +Linked Compliance domains can now be sorted alphabetically across all columns.
  
 +{{::linked_domains_ordering.png?650|}} \\ \\ 
  
-==== Parse CV - Creates a Salutation by default ====  
  
-If General Setting,  group of Terminology number 720 is set to Salutation when a user is parsing a CV in the New Person Wizard the salutation field will now be automatically populated on the first page of the wizard.+==== Compliance Person Score can be hidden using Modify Screen ==== 
  
-If the General Setting is set to anything else other than Salutation that field will not populate when parsing the CV allowing the user to set it to another name the candidate may be known by.  If the field is left blank then forename will be added as the salutation on the record. \\ \\ +This allows you to control whether compliance score is visible or not through the modify screen tab. \\ \\ 
  
 +==== New Role to change Direct Engagements rather than Rate Scheme maintenance ==== 
  
-==== Role to hide the sales consultant filter on the client contact view ==== +New user role for Direct Engagement which allows use of the DE button on a Placement and all actions once the DE elements are revealed even if the user does not have Rate Scheme Maintenance rights.
  
-New role has been added so Sales Consultants can be set to see all Client Contacts with any Sales Consultant attached instead of only seeing their own. This is turned on on a User by User basis. You must be a Sales Consultant for this to show. +System Admin
  
-This is a layout setting called Default to All on Company Sales Consultant. Activating this will show  All in the Sales Consultant drop down on Client Contacts view. The default is for the field to show own by default.+To enable this please go to each user and assign the role ‘Can control Direct Engagement Rates’
  
-The drop down is only visible to Sales Consultants+{{:direct_engagement_role.png?600|}} \\ \\ 
  
-{{:hide_sales_consultant_role.png?600|}} \\ \\  
  
 +==== Speed improvements to Temp Desk Expiry and Compliance views ==== 
  
-==== Further 'Hide' controls added ==== +To assist with the speed of loading of both the Expiry and the Compliance views on the Temp Desk new filters have been added so that only certain states of candidate will show and only those candidates in the same department as the temp desk will show.
  
-All new views have Modify Screen controls and in addition some new fields can be hidden, either by user choice or by user setup.+System Admin
  
-IQX elements that can now be hidden: +To set up the filter on the temp desk you need to put a list of the candidate state codes to be included in General Setting group of Settings number 90.  To ensure the efficiency of this only states of candidate that are or are becoming compliant should be included.  Any states where a candidate is unlikely to be used again, such as Archived, should be excluded. \\ \\ 
-Person - Alert +
-Person - Last Updated +
-Person - Warning +
-Person - Website Rights icon +
-Person - History view - hide or disable all buttons so no editing allowed +
-Vacancy - headline +
-Placement - Consultant +
-Placement - Our ref +
-Placement - IR35 override +
-Placement - Invoicing +
-Placement - Location map +
-Placement - Staged Invoicing +
-Temp Desk main Button +
-Make Contact Event Button  +
-Person Selector - Hide Stored Selections +
-Person Selector - Hide Stored Searches +
-Person Selector - Hide Mailmerge \\ \\ +
  
-==== Database Functions Tree Structure ====  
  
-Database Functions have been put into a tree structure. This means that when you open a Database Function users are able to video through them instead of having to close the function and go in again.+==== Global Candidate Questions can be hidden in Fast New Wizard ==== 
  
-{{:database_function_tree_structure.png?275|}} \\ \\+Global candidate questions can be hidden from the Fast New wizard for particular departments.
  
 +Any question that is to be excluded for certain departments should be given the wizard group of 1 and a group of -3.  Then in general settings group of settings number 3300 enter a list of department codes that should be excluded from seeing these questions. 
  
-==== Audit Item - Reset iqxWEB password ==== +These questions will be shown at the bottom of the questionnaire, below group 0. \\ \\ 
  
-If a Consultant resets a Candidates Password for iqxWEB this now shows in the main Audit Trail in Database Diagnostics. Note, the audit will show two records, one for the User and one for the Person. \\ \\  
  
  
-==== Questionnaire Help - Moved to wiki Page ==== +==== Document Signing - Enforce for selected Documents ==== 
  
-Wiki guidance linked to Questionnaire Maintenance forms. \\ \\ +Compliance Documents can now be set up to require to be signed/stamped. 
 +This is available if you set up signatures on the Consultant record.
  
 +System Admin
  
-==== DBEvents view to added to Database Diagnostics ====  +There is a new column in Maintenance, Agency Set Up, Document types which allows you to specify which document types are required to be signed/stamped.  Tick the box and when a compliance document of this type is being added to a record the stamping page will appear. \\ \\
-  +
-Database Event Log has been added to the bottom of the Database Diagnostics screen.+
  
-{{:dbevents.png?650|}}+==== Terminology column name added to Temp Desk ExtraCodes 1 to 12 ==== 
  
-There is also options to manually Trigger Events and also Enable and Disable events. \\ \\ +It is possible to rename the TempDesk Extra code columns in the Temp Desk so they are more meaningful for users.
  
 +This requires system admin setup in Terminology 2001 to 2012. \\ \\ 
 +
 +==== Message Dialogs / Alerts show center window  ==== 
 +
 +This is an improvement that ensures message dialogues always appear on the screen you are using IQX in. \\ \\ 
  
  
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 +
  
 ===== Fixes =====  ===== Fixes ===== 
-  * Database Diagnositcs, Server Details now compatable with Linux. +  * Fix that prevents multiple sub choices in questions having duplicate values. 
-  * Restored wiki link to Help, Contents. +  * Syntax error when clicking on notification bell on person record message no longer appears. 
-  * Shift Cancel function now able to deal with book, cancel with refill, refill, cancel again. +  * Fixed SQL error when clearing period filter on person timesheet view.  
-  * Fixed error if new candidate has same email address as an existing record. +  * Fix that allows invoice prefixes to have more than one character. 
-  * Fixed PDF error when using Save As from Invoice PDF screen. +  * Fixed error when searching for vacancies by number. 
-  * Fixed error where timesheet image has been moved before invoice PDF created. +  * Resolved issues with the speed at which the Expiry records would load when All Temp Desks chosen 
-  * Variations in Timesheet Complete, Auto Complete and WebComplete fixed. +
-  * Fixed Self Bill Timesheet Create (button) giving SQL error on ASA17 DBs. +
-  * Fixed Vacancy Headline number formatting. +
-  * Fixed the block on setting Archived docs back to Un-Archived if no replacement to correctly block. +
-  * Fixed error using Process from Daily Work sheet. +
-  * Fixed where duplicate contact event created when Reply to used on Desktop. +
-  * Fixed Custom Column Departmental not having DivisionID  generated. +
-  * Fixed List out of bounds error when removing defunct from a division. +
-  * Staff picklists now obey divisions allowed.+
  
  
  • newreleases/release_2.20.11.txt
  • Last modified: 2021/05/04 08:28
  • by Scott McMullen