newreleases:release_2.20.11

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newreleases:release_2.20.11 [2021/02/08 15:20] – created Scott McMullennewreleases:release_2.20.11 [2021/05/04 08:28] (current) – old revision restored (2021/04/29 16:13) Scott McMullen
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-==== Compliance Document Dynamic Stamping ==== +==== 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. 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.
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 ==== Document picking up and sending - Packs or Individual ====  ==== 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 candidate record.+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.
  
-{{:bell_icon_image.png?600|}}+{{::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. 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.
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 Please note this feature requires system administrator set up. \\ \\  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 ====  ==== Notifications - Ability to select from other 'recipient' email addresses ==== 
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 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. 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, please contact IQX Support if you would like assistance in setting this up.+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. 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.
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 Person - Warning Person - Warning
 Person - Website Rights icon Person - Website Rights icon
-Person<del> History view </del> hide or disable all buttons so no editing allowed+Person - History view - hide or disable all buttons so no editing allowed
 Vacancy - headline Vacancy - headline
 Placement - Consultant Placement - Consultant
  • newreleases/release_2.20.11.1612797627.txt.gz
  • Last modified: 2021/02/08 15:20
  • by Scott McMullen