newreleases:release_2.22.06

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newreleases:release_2.22.06 [2022/07/21 16:37] – Shelley Hunternewreleases:release_2.22.06 [2022/07/22 14:11] (current) – Catherine Riddell
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 ==== Send notes to groups of Users ====  ==== Send notes to groups of Users ==== 
  
-A new feature has been created that allows Staff Notes to be sent to users / staff in all divisions or to a specified division. There are 2 new user roles for this, one that allows a user to create and view Staff Notes and one that allows a user to view Staff Notes. \\ \\+A new feature has been created that allows Staff Notes to be sent to Users / Staff in all Divisions or to a specified Division. There are 2 new User roles for this, one that allows a User to create and view Staff Notes and one that allows a User to view Staff Notes. \\ \\
  
-If you have the role to create Staff Notes once you have created the Staff Note you can track on My Notes who has read the note and who has still to read it so this is very useful if you have a message that you need to send and you need to know that staff members have read it.\\ \\+If you have the role to create Staff Notes once you have created the Staff Note you can track on My Notes who has read the Note and who has still to read it so this is very useful if you have a message that you need to send and you need to know that Staff members have read it.\\ \\
  
 {{::staff_notes_read_detail_2.png?600|}} {{::staff_notes_read_detail_2.png?600|}}
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 {{::staff_notes_unread_detail.png?600|}} {{::staff_notes_unread_detail.png?600|}}
  
-If you have the role that allows you to view Staff Notes you will get a pop up when a note has been added to a division that you have access to. Once you get this when you double click to open the note this marks it as read and the note creator can then see who has or has not read it. \\ \\+If you have the role that allows you to view Staff Notes you will get a pop up when a note has been added to a Division that you have access to. Once you get this when you double click to open the note this marks it as read and the note creator can then see who has or has not read it. \\ \\
  
 This feature requires system administrator setup.\\ \\ This feature requires system administrator setup.\\ \\
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 ==== Ability to Search on Notes on certain Selectors ====  ==== Ability to Search on Notes on certain Selectors ==== 
  
-Notes can now be set in the top section of the Search view rather than just added through Criteria. You can search notes in the following selectors. Company, Vacancy, Placement and Progress. \\ \\ +Notes can now be set in the top section of the Search view rather than just added through Criteria. You can search notes in the following selectors: Company, Vacancy, Placement and Progress. \\ \\ 
  
 {{::search_on_company_notes.png?700|}} \\ \\ {{::search_on_company_notes.png?700|}} \\ \\
  
-==== Candidates able to have a Preferred list of clients and Shift Types ==== +==== Candidates can have a Preferred list of Clients and Shift Types ==== 
  
  
-For agencies whose candidates like to be able to state that they prefer to work for particular clients or work specific shift types this can now be added to the candidate record.\\ \\ +For agencies whose Candidates like to be able to state that they prefer to work for particular Clients or work specific Shift Types this can now be added to the Candidate record.\\ \\ 
-Consultants can set the preferred clients and shift types on the new views on the candidate record.\\ \\+Consultants can set the preferred Clients and Shift Types on the new views on the Candidate record.\\ \\
  
 {{::candidate_preferred_client_1b.png?750|}} \\ \\ {{::candidate_preferred_client_1b.png?750|}} \\ \\
-Now, when booking shifts from the candidates point of view using Person - Diary - Book button  or Temp Desk - Temps - Book Shifts button, consultants can see at a glance which shifts are with preferred clients or shift types.\\ \\+Now, when booking shifts from the Candidates point of view using Person - Diary - Book button  or Temp Desk - Temps - Book Shifts button, Consultants can see at a glance which shifts are with preferred Clients or Shift Types.\\ \\
  
-In the below example it has been set that the Candidates preferred client is A & M Stephens and the preferred Shift Type is Day. \\ \\+In the below example it has been set that the Candidates preferred Client is A & M Stephens and the preferred Shift Type is Day. \\ \\
  
-The Pref column will show if the shifts are with preferred clients, shift types, both or indeed none (in which case it is blank). \\ \\+The Pref column will show if the shifts are with preferred Clients, Shift Types, both or indeed none (in which case it is blank). \\ \\
  
 {{::candidate_preferred_client_2c.png?1000|}} \\ \\ {{::candidate_preferred_client_2c.png?1000|}} \\ \\
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-If IQXWeb Apps have been enabled for your Agency IQX can create jobs to send Push Notifications to all or a selection of the registered users from the Person or Client selectors. \\ \\+If IQXWeb Apps have been enabled for your Agency IQX can create jobs to send Push Notifications to all or a selection of the registered Users from the Person or Client selectors. \\ \\
  
 The end device must have activated notifications to receive.\\ \\ The end device must have activated notifications to receive.\\ \\
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 ==== Collections Improvements ====  ==== Collections Improvements ==== 
  
-On Desktop - Collections the number of users in chat and attached documents columns have been moved to a more prominent position on the left so users can easily see this information without scrolling to the far right. \\ \\ +On Desktop - Collections the number of Users in chat and attached documents columns have been moved to a more prominent position on the left so Users can easily see this information without scrolling to the far right. \\ \\ 
  
  
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 The Notification form now can have a change of size and position saved for the future on right click on the record icon, as in other forms.\\ \\ The Notification form now can have a change of size and position saved for the future on right click on the record icon, as in other forms.\\ \\
  
-As the complexity of Notifications has increased we have attempted to add features for ease of administration.  Now we have colour coding - the lines are coloured according to type, matching the record colours.  \\ \\+As the complexity of Notifications has increased we have attempted to add features for ease of administration.  There is now colour coding with the lines are coloured according to type, matching the record colours.  \\ \\
  
 Also the Types have been extended to start with the part of the system they are going to be used by which means clearer grouping in Maintenance.\\ \\ Also the Types have been extended to start with the part of the system they are going to be used by which means clearer grouping in Maintenance.\\ \\
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 On Person Progress, Person Search Results and Person Book Shifts it is now possible to combine the linked records in a Notification - many to one.\\ \\ On Person Progress, Person Search Results and Person Book Shifts it is now possible to combine the linked records in a Notification - many to one.\\ \\
 This means you can combine Progress on several Vacancies in one notification, or a range of shifts across different clients from a Book Shifts Search.\\ \\ This means you can combine Progress on several Vacancies in one notification, or a range of shifts across different clients from a Book Shifts Search.\\ \\
-Instead of sending many emails, you can now send a single message to a candidate asking if they are interested in the shifts or vacancies selected across different clients.\\ \\+Instead of sending many emails, you can now send a single message to a Candidate asking if they are interested in the shifts or vacancies selected across different Clients.\\ \\
  
 {{::send_one_email_with_all_selected_vacancies.png?600|}} {{::send_one_email_with_all_selected_vacancies.png?600|}}
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 ==== Person - Progress view - tick box column moved to left so always in sight  ====  ==== Person - Progress view - tick box column moved to left so always in sight  ==== 
  
-The Select tick boxes on person - Progress have now been moved to the left hand side of the view to make it easier for users to select the records they want. Particularly useful when you are sending notifications from this view.\\ \\+The Select tick boxes on person - Progress have now been moved to the left hand side of the view to make it easier for Users to select the records they want. Particularly useful when you are sending notifications from this view.\\ \\
  
 {{::person_progress_select_box.png?700|}} \\ \\  {{::person_progress_select_box.png?700|}} \\ \\ 
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 ==== Online Web References - Can now be edited  before sending to the referee  ====  ==== Online Web References - Can now be edited  before sending to the referee  ==== 
  
-You are now able to edit a Candidate reference before it is sent on from IQX, this could be used if a candidate provided an incorrect email address and/or name. \\ \\ +You are now able to edit a Candidate reference before it is sent from IQX, this can be used if a Candidate provided an incorrect email address and/or name. \\ \\ 
  
 **You can edit the reference before it has been sent as shown below** \\ \\ **You can edit the reference before it has been sent as shown below** \\ \\
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 When Consultants add an Online Web Reference for a Candidate, the Consultant has the option to select either Personal, Professional or Other Reference to be sent to the Referee. When selecting a Personal Reference the Consultant can view a list of Questions associated with that Reference type. \\ \\ When Consultants add an Online Web Reference for a Candidate, the Consultant has the option to select either Personal, Professional or Other Reference to be sent to the Referee. When selecting a Personal Reference the Consultant can view a list of Questions associated with that Reference type. \\ \\
  
-After the next iqxWEB release the Candidate can select the type of Reference they would like to request, and Referee will be able to answer specific questions according to the Reference Type. \\ \\+In the next iqxWEB release, Candidates can select the type of Reference they would like to request, and Referee will be able to answer specific questions according to the Reference Type. \\ \\
  
  
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 ==== Placement Extensions - Extension reason is non editable  ====  ==== Placement Extensions - Extension reason is non editable  ==== 
  
-When adding a placement extension the extension reason is no longer greyed out and users cannot manually type in the box \\ \\ +When adding a placement extension the extension reason is no longer greyed out and Users cannot manually type in the box \\ \\ 
  
  
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-==== Extension of Ops Teams to wherever there is a consultant dropdown on a selector  ==== +==== Extension of Ops Teams to wherever there is a Consultant dropdown on a selector  ==== 
  
 On the Temp Desk, we now have the option to filter by your Teams in all positions with an active Consultant drop down. \\ \\  On the Temp Desk, we now have the option to filter by your Teams in all positions with an active Consultant drop down. \\ \\ 
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 When using the ‘Quick fill Shift’ button, it now searches using the shift their ref making it easier to locate the required shift.\\ \\ When using the ‘Quick fill Shift’ button, it now searches using the shift their ref making it easier to locate the required shift.\\ \\
  
-The ‘Quick Fill Shift’ button requires activation in your user record. \\ \\ +The ‘Quick Fill Shift’ button requires activation in your User record. \\ \\ 
  
  
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 ==== Shift Viewer - Text filter added  ====  ==== Shift Viewer - Text filter added  ==== 
  
-A new text filter has been added to the shifts view on the temp desk allowing users to quickly identify shifts with a particular reference, job title or client.\\ \\+A new text filter has been added to the shifts view on the temp desk allowing Users to quickly identify shifts with a particular reference, job title or client.\\ \\
  
 {{::shifts_text_filter.png?850|}} \\ \\  {{::shifts_text_filter.png?850|}} \\ \\ 
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 ==== Confirming Shifts - New method of selecting All/None by right click  ====  ==== Confirming Shifts - New method of selecting All/None by right click  ==== 
  
-To make the Confirm Shifts form more user friendly with Notifications options rather than buttons above each column you can now right-click the headers for certain columns to select all. Columns that you are able to do this on are marked with a *. \\ \\ +To make the Confirm Shifts form more User friendly with Notifications options rather than buttons above each column you can now right-click the headers for certain columns to select all. Columns that you are able to do this on are marked with a *. \\ \\ 
  
 {{::confirm_shifts_-_select_all_2.png?1050|}} \\ \\ {{::confirm_shifts_-_select_all_2.png?1050|}} \\ \\
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 ==== Ability to insert an html table into Boiler Plate Text  ====  ==== Ability to insert an html table into Boiler Plate Text  ==== 
  
-It is now possible to put a table into boiler plate text so that it can be used by consultants in contact events to record interview notes etc.\\ \\+It is now possible to put a table into boiler plate text so that it can be used by Consultants in contact events to record interview notes etc.\\ \\
  
 Users should convert the contact event to HTML and then insert the boiler plate text for the table to appear. \\ \\  Users should convert the contact event to HTML and then insert the boiler plate text for the table to appear. \\ \\ 
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 ==== Send notes to groups of Users ====  ==== Send notes to groups of Users ==== 
  
-A new feature has been created that allows Staff Notes to be sent to users / staff in all divisions or to a specified division. There are 2 new user roles for this, one that allows a user to create and view Staff Notes and one that allows a user to view Staff Notes. \\ \\+A new feature has been created that allows Staff Notes to be sent to Users / staff in all Divisions or to a specified Division. There are 2 new User roles for this, one that allows a User to create and view Staff Notes and one that allows a User to view Staff Notes. \\ \\
  
 If you have the role to create Staff Notes once you have created the Staff Note you can track on My Notes who has read the note and who has still to read it so this is very useful if you have a message that you need to send and you need to know that staff members have read it.\\ \\ If you have the role to create Staff Notes once you have created the Staff Note you can track on My Notes who has read the note and who has still to read it so this is very useful if you have a message that you need to send and you need to know that staff members have read it.\\ \\
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 {{::staff_notes_unread_detail.png?600|}} {{::staff_notes_unread_detail.png?600|}}
  
-If you have the role that allows you to view Staff Notes you will get a pop up when a note has been added to a division that you have access to. Once you get this when you double click to open the note this marks it as read and the note creator can then see who has or has not read it. \\ \\+If you have the role that allows you to view Staff Notes you will get a pop up when a note has been added to a Division that you have access to. Once you get this when you double click to open the note this marks it as read and the note creator can then see who has or has not read it. \\ \\
  
 This feature requires system administrator setup.\\ \\ This feature requires system administrator setup.\\ \\
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-For agencies whose candidates like to be able to state that they prefer to work for particular clients or work specific shift types this can now be added to the candidate record so that consultants can see at a glance when booking shifts via the candidate diary which shifts are with preferred clients or shift types.\\ \\+For agencies whose candidates like to be able to state that they prefer to work for particular clients or work specific shift types this can now be added to the candidate record so that Consultants can see at a glance when booking shifts via the candidate diary which shifts are with preferred clients or shift types.\\ \\
  
 Consultants can set the preferred clients and shift types on the new views on the candidate record.\\ \\ Consultants can set the preferred clients and shift types on the new views on the candidate record.\\ \\
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-A background validation has been added to warn users if they select a rate script that contains paybands that do not match with those in the rate scheme. \\ \\+A background validation has been added to warn Users if they select a rate script that contains paybands that do not match with those in the rate scheme. \\ \\
  
-Note this is just a warning and users will need to change the script or scheme after seeing this warning to avoid causing problems when the timesheets are being processed. \\ \\ +Note this is just a warning and Users will need to change the script or scheme after seeing this warning to avoid causing problems when the timesheets are being processed. \\ \\ 
  
  
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-3 new user layout settings have been added that allow you to hide/unhide the following buttons +3 new User layout settings have been added that allow you to hide/unhide the following buttons 
   * Bulk Add Role   * Bulk Add Role
   * Bulk Remove Role    * Bulk Remove Role 
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-A new user role ‘Allow Compliance Maintenance’ has been added that will allow users access to Compliance so that they can set up Compliance Domains without having Full Maintenance rights.+A new User role ‘Allow Compliance Maintenance’ has been added that will allow Users access to Compliance so that they can set up Compliance Domains without having Full Maintenance rights.
  
 {{::user_role_allow_compliance_maintenance.png?850|}} \\ \\  {{::user_role_allow_compliance_maintenance.png?850|}} \\ \\ 
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-It is now possible to get an Audit Trail for when any Candidates, Clients or Consultant iqxWEB user records have been deleted \\ \\ +It is now possible to get an Audit Trail for when any Candidates, Clients or Consultant iqxWEB User records have been deleted \\ \\ 
  
  
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-A sort order has been added to the division table \\ \\ +A sort order has been added to the Division table \\ \\ 
  
  
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-If IQXWeb Apps have been enabled for your Agency IQX can create jobs to send Push Notifications to all or a selection of the registered users from the Person or Client selectors. \\ \\+If IQXWeb Apps have been enabled for your Agency IQX can create jobs to send Push Notifications to all or a selection of the registered Users from the Person or Client selectors. \\ \\
  
 The end device must have activated notifications to receive.\\ \\ The end device must have activated notifications to receive.\\ \\
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   * Fixed - Linked Image colour showing on Temp Desk Timesheets view. General Setting Temps 1155 should be set to Y     * Fixed - Linked Image colour showing on Temp Desk Timesheets view. General Setting Temps 1155 should be set to Y  
   * Fixed - Tempdesk Placement view not displaying the placement.staff     * Fixed - Tempdesk Placement view not displaying the placement.staff  
-  * Fixed - Tempdesk Temps view was only showing consultants own temps when user layout setting ‘Show Tempdesk Consultant Lookup’ is switched off, when, historically it would default to show all temps.   +  * Fixed - Tempdesk Temps view was only showing Consultants own temps when User layout setting ‘Show Tempdesk Consultant Lookup’ is switched off, when, historically it would default to show all temps.   
   * Fixed - Temp Desk not indicating when a Document is linked in some circumstances     * Fixed - Temp Desk not indicating when a Document is linked in some circumstances  
   * Fixed - Timesheet Image Link - once a Timesheet is linked and the Timesheet opened the Linked Tab now comes to the front.     * Fixed - Timesheet Image Link - once a Timesheet is linked and the Timesheet opened the Linked Tab now comes to the front.  
   * Fixed - When using addlumpsum in rate script ignoring the break time.     * Fixed - When using addlumpsum in rate script ignoring the break time.  
-  * Fixed - IQXanywhere users can now use Timesheet Dispatcher  +  * Fixed - IQXanywhere Users can now use Timesheet Dispatcher  
   * Fixed - All document types are now available when adding a document to a record even when no specific doc types are set up.     * Fixed - All document types are now available when adding a document to a record even when no specific doc types are set up.  
   * Fixed - Error locating Images on linking     * Fixed - Error locating Images on linking  
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   * Fixed - When the last question in your maintenance questionnaires was not a date question, the expiry lead was 'read only' until you had created the question.     * Fixed - When the last question in your maintenance questionnaires was not a date question, the expiry lead was 'read only' until you had created the question.  
   * Fixed - Error when loading IQX if a Branch image is present.     * Fixed - Error when loading IQX if a Branch image is present.  
-  * Fixed - IQX was crashing for some users when pressing the 'x'/close button on SQL Tool+  * Fixed - IQX was crashing for some Users when pressing the 'x'/close button on SQL Tool
   * Fixed - Problem with login//create//variables introduced in 2.22.02     * Fixed - Problem with login//create//variables introduced in 2.22.02  
   * Fixed - Unique Key not coping when called in multi threaded hubs.    * Fixed - Unique Key not coping when called in multi threaded hubs. 
  • newreleases/release_2.22.06.1658421449.txt.gz
  • Last modified: 2022/07/21 16:37
  • by Shelley Hunter