Enhancements
Transfer Record options screen changes
We’ve redesigned the Transfer Record screen to provide clearer guidance and reduce incorrect transfer selections. Each transfer option now includes detailed explanations of what data will and won’t move (including documents, notes, and history), plus clear warnings where actions are irreversible or may incur additional fees.
A direct link to the relevant Knowledge Base article has also been added for further support.
These improvements help Account Admins confidently choose the correct transfer option and prevent unintended data migration or loss.
Performance Improvement in user listing screens
Significant performance enhancements have been implemented on both the Account Admin and eSS User Listing screens to resolve delays caused by excessive background data loading. Account Admins will now experience noticeably faster load times and improved responsiveness when accessing either screen, particularly when managing large volumes of users. This update delivers a smoother and more efficient user management experience for Account Admins who regularly work across both listing views.
All existing functionality including linked records, inactive user display, Security sub-tabs, permissions/assumed login, and user add/delete actions remains unchanged, with no impact to data accuracy or UI behaviour.
Filter documents by the type and/or status
We’ve made it easier and faster for admins to find the documents they need with new and enhanced filtering options on the Record Document page:
New Document Filters
You can now filter documents by Document Type and Status.
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Both filters are available directly on the Record Document page.
Flexible Selection
Select one, multiple, or all available document types.
Select one or all available document statuses.
Filter options only show document types and statuses that actually exist in the list, keeping things relevant and clutter-free.
Clear Filters Easily
A Clear button is available at the bottom of each filter dropdown.
Clearing filters instantly returns the view to all documents.
Works Seamlessly with Search
Filters and search work together.
The system shows only documents that match both your selected filters and search terms.
Clear Feedback
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If no documents match your selected filters or search, you’ll see:
“No documents found for selected filter or search.”
When no filters are applied, all documents are displayed by default.
Fixes
Guides and Procedures – Drop-down Update
We’ve improved the behavior of the drop-down menu on the Guides and Procedures screen for administrators:
The drop-down will now default to “Create a new” when you return to the screen.
Selecting “Create a new” will keep you on the Guides and Procedures page (you will no longer be redirected to the enableHR landing page).