Sub-branches not showing in alphabetical orderBackground (ENAB-3343) In release 8.34.2, we launched our Upgraded Cookie Crumb Branch Navigator. For larger clients with expansive branch structures, it was reported that the sub-branches within the cookie crumb navigator weren't sorted alphabetically making for a less than ideal navigation experience. Update This has now been fixed and sub-branches are now sorted alphabetically. |
The ability for an eSS user to upload documents via an individually given taskBackground (FEAT-10) Historically, the only way to request an eSS user to provide documentation was to start a checklist on the worker record and trigger an eSS task (Upload) from within the checklist. This was somewhat limiting as this meant that if we didn't have a standard eSS applicable checklist which provided the upload task to request the specific document, clients would need to customise a copy of a checklist to cover this requirement. If the customer did not wish to customise, then there would be no way for for the system to service the requirement. Update When assigning a task, you may now request that the eSS user provide documentation within their response to the task. A separate article has been written detailing the function and how to use it. |
Remove the force download of documents and add a ‘Download’ buttonBackground (FEAT-620) Historically, if a document was uploaded to the system, users would not have a choice as to whether the document would pop up for view in a new tab of the browser or if the file would be downloaded onto the computer. This was largely determined by what format the file was in. If it was a PDF document, it would pop up in a new tab when you hit the Download Document button however, if it was a word doc it would be downloaded onto the customer's computer (possibly in the Downloads folder). Update For "complete" documentation (documents that are marked with a status of Created, Complete, Executed or Obsolete), users are now given a choice of whether to Download the Document or View the Document. These options will be visible on both Tab view and Record view: Tab
Record
Please Note: the View button will only display uploaded items that your browser can display (images, word docs, PDFs). If the uploaded item is something that can't be displayed on a browser (.exe files, power points files or spreadsheets), the system will download the file regardless of which button you press. |
[Warning Messages] Update warnings: Branch DeleteBackground (FEAT-646) This ticket (along with the others) was delivered as a larger internal project to update our warning messages to be more consistent, provide additional context on potential impacts and provide suggestions of other methods to achieve desired outcomes. The aim being to empower clients with the knowledge to make conscious decisions regarding their own data integrity. For context, this is the previous warning screen: Update The warning message has now been updated to display as below: As stated in the warning message, there is now an associated Knowledge Base article as well. |
[Warning Messages] Update warnings: Delete RecordBackground (FEAT-647) This ticket (along with the others) was delivered as a larger internal project to update our warning messages to be more consistent, provide additional context on potential impacts and provide suggestions of other methods to achieve desired outcomes. The aim being to empower clients with the knowledge to make conscious decisions regarding their own data integrity. For context, this is the previous warning screen: Update The warning message has now been updated to display as below: As stated in the warning message, there is now an associated Knowledge Base article as well. |
[Warning Messages] Update warnings: Delete ChecklistBackground (FEAT-648) This ticket (along with the others) was delivered as a larger internal project to update our warning messages to be more consistent, provide additional context on potential impacts and provide suggestions of other methods to achieve desired outcomes. The aim being to empower clients with the knowledge to make conscious decisions regarding their own data integrity. For context, this is the previous warning screen: Update The warning message has now been updated to display as below: As stated in the warning message, there is now an associated Knowledge Base article as well. |
[Warning Messages] Update warnings: Delete DocumentBackground (FEAT-649) This ticket (along with the others) was delivered as a larger internal project to update our warning messages to be more consistent, provide additional context on potential impacts and provide suggestions of other methods to achieve desired outcomes. The aim being to empower clients with the knowledge to make conscious decisions regarding their own data integrity. For context, this is the previous warning screen: Update The warning message has now been updated to display as below: As stated in the warning message, there is now an associated Knowledge Base article as well. |