Release 2.20.11 [iqx]

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====== Release 2.20.11 ======
~~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>

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  *[[#tabs-user|Features]]
  *[[#tabs-enhancements|Enhancements]]
  *[[#tabs-admin|System Administrator]]
  *[[#tabs-fixes|Fixes]]

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===== FEATURES =====
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==== User Display Preferences Enabled ==== 

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.

{{:filemenuthemes.png?450|}}

https://iqxusers.co.uk/iqxhelp/doku.php?id=sa_maintenance_17

Note: Changes will take effect when the user next logs in. \\ \\ 

==== Relaxed Line Depth ==== 

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.

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Standard Depth

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Relaxed Depth

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If 'relaxed' line depth is chosen all grid lines and inspector cells will be increased in height by 25% (if not already increased elsewhere)

Note: Changes will take effect when the user next logs in. \\ \\ 


==== 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.

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.

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.

Toggle to the CV or Notes button to search in either the CV or the notes views.

{{::iq1577_person_selector.png?775|}}

{{:iq1577_company_selector.png?800|}}

{{:iq1577_vacancy_selector.png?800|}}

This feature requires administrator set up. \\ \\


==== New filter on Person Tempdesk view ==== 

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.

{{::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 ==== 

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|}}

{{:verifying_doc_stamping.jpg?575|}}

This feature requires administrator set up.

==== 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.

When creating the document users will (depending on user settings) see two new options for Save to Compliance and Save to Documents.

{{:save_to_documents_compdocs.png?200|}}

Save to Compliance will open the Compliance Documents view allowing users to answer any questions connected to the document type they select.

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.



==== 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|}} \\ \\

{{: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.

{{:send_documents_window.png?600|}}

{{:person_pack_notification.png?550|}}

Please note this feature requires system administrator set up. \\ \\ 

==== Notifications - Ability to send directly from Candidate record ==== 

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|}}

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.


This feature requires System Administrator set up.



==== Notifications - Ability to select from other 'recipient' email addresses ==== 

When sending a Notification to the client users are now able to select multiple recipients from a drop down. 

{{::notification1.png?300|}}

{{::notification2.png?450|}}

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).

{{: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|}} \\ \\ 


==== Placements Rates Enhancements ==== 

Ability to police margins and enforce both a minimum and a maximum margin. Set per Temp Desk and enabled in a Rates Scheme.

{{:rates_margin_checks.jpg?650|}}

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.

{{::reference_request.png?550|}}  \\ \\ 







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<pane id="tabs-enhancements">


===== ENHANCEMENTS =====
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==== 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. \\ \\ 

==== 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.

{{:contract_desk_link_to_company.png?575|}} \\ \\ 

==== More User layout settings to hide some TempDesk Views ==== 

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. \\ \\ 

==== Changes to Placement - Rates - Direct Engagement view and behaviour ==== 

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.

{{:favourites_drag_contacts.jpg?600|}}  \\ \\ 

==== On Desktop Select tick box moved to left of view ==== 

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.

{{:select_box_move.png?650|}}

Users will no longer need to stretch the size of the form in order to access the select boxes. \\ \\ 


==== Notifications - Ability to modify the message for ALL recipients rather than edit all individually ==== 
 
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. \\ \\ 

==== Improved Notification Substitutions for SMS ==== 

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 ==== 

The spacing between the bottom of the email body and the start of the signature has been reduced to make it more visually appealing. \\ \\ 

==== New SMS Chat button ==== 

The image for SMS chat via the provider SMSWorks has been updated. \\ \\ 



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<pane id="tabs-admin">

===== System Administrator =====
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==== 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. \\ \\ 


==== New Exit button ==== 

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|}} \\ \\ 


==== 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.

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.

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.

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|}} \\ \\ 

==== 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. 

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.\\ \\ 


==== 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.

General Setting group of settings 1810 Hide Compliance and Document Pack Sending System needs to be set to N.

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.

The image can be cropped.

To replace the file select View Signature, say yes to the message and browse to the file you want to upload. \\ \\ 

==== Option on Word Document to save to Compliance Documents ==== 

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 ==== 

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 ==== 

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 ==== 

Improvements have been made to send document packs so that more than one report can be added to the pack.  

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.

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. \\ \\ 

==== 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.

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.

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.

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. \\ \\ 


==== 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.

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. \\ \\ 


==== Role to hide the sales consultant filter on the client contact view ==== 

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. 

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.

The drop down is only visible to Sales Consultants

{{:hide_sales_consultant_role.png?600|}} \\ \\ 


==== Further 'Hide' controls added ==== 

All new views have Modify Screen controls and in addition some new fields can be hidden, either by user choice or by user setup.

IQX elements that can now be hidden:
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.

{{:database_function_tree_structure.png?275|}} \\ \\


==== Audit Item - Reset iqxWEB password ==== 

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 ==== 

Wiki guidance linked to Questionnaire Maintenance forms. \\ \\ 


==== DBEvents view to added to Database Diagnostics ==== 
 
Database Event Log has been added to the bottom of the Database Diagnostics screen.

{{:dbevents.png?650|}}

There is also options to manually Trigger Events and also Enable and Disable events. \\ \\ 




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<pane id="tabs-fixes">

===== Fixes ===== 
  * Database Diagnositcs, Server Details now compatable with Linux.
  * Restored wiki link to Help, Contents.
  * Shift Cancel function now able to deal with book, cancel with refill, refill, cancel again.
  * Fixed error if new candidate has same email address as an existing record.
  * Fixed PDF error when using Save As from Invoice PDF screen.
  * Fixed error where timesheet image has been moved before invoice PDF created.
  * 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.





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