Admin Org Unit Buttons 1 - 6

The behaviour of Organisation Unit buttons differed from that of the Site Button, in that prior to deleting a site in the org unit button, feedback on linked forms and tasks was missing. Given that all of the necessary feedback controls are working effectively in Sites, and that these buttons are rarely used, it was decided to remove the delete option from Organisation Unit buttons.

Report file names increased

To accommodate the use of ISO images with client directories, the Report names were increased

Session Timeout Limit settings Bug

Sesssion Time out limits cannot now exceed three characters viz. 999 minutes.

Dashboard Column Graphs retired

The introduction of Custom Graphs which have greater flexibility made column graphs redundant.

Hide Position Filter in Security Profiles

The Position filter can be problematic in the different security permutations and combinations that the User does not care about. By hiding the Position Filter, users simply select their name and get the associated records.

New Java Script Status

$New_Record_Status will be set to what the Record Status will become when the record is saved and so trigger a condition. Note: the record status will be set to an empty string if no changes are made to the record status. Hence no Trigger.

TRIM Interface

When an Error occurs in TRIM - instead of retuning a not found error message the actual text itself is returned. A useful debugging tool.

SMS HTML

Previously SMS Text was sent including the HTML code. Fixed. HTML code is now stripped out of SMS Text.

Show Label when displayed across screen

As part of code changes to placing emails, fields with Display Label across page were only displaying the first row. Fixed.

Reset Filters

Introduction of reset filters returns the user to the Login settings.

Tables missing Code

Dashboard graphs use Code (Label) to display records in the Graph. Tables that were missing code have now been allocated the Id number only for: Site, Discipline, Activity, Action, Risk Project, Project Stage.

Save and Close

When a record was saved with Save & Close emails were not being triggered. Fixed.

Authenticated Address for Add New Record

Clients with domain authentication can now add a new record by following a link which opens add new record directly.

Multiple Sub Tabs

Initially there was one Tab, there are now sub-tabs

Email Link to Multiple Positions

No matter what the default for the security profile default settings, following a Link takes the user directly to the specified record.

Import error handling Code

Expanded to capture as many errors on import as possible to assit in diagnosing errors.

Dashboard Custom Graph Widget

Addition of Custom Graph Widget to Provide the capability for users to configure Graphs.

Do add Mode Pop up

Now implemented from the Left Hand Side of the Forms area List

Dashboard Custom Graphs

The introduction of Custom Graphs which have greater flexibility were introduced

Forms Save as Draft

When fields were being saved as Draft - the compulsory fields were being enforced when they should not have been. Fixed.

Save and Close in Popup

Users became confused of how to close records. The Save & Close button was introduced to avoid this confusion for popup screens.

Email Send as SMS

As long as an email gateway exists, the mobile number will be sent as an SMS

Email gateway settings are controlled in the Global Settings.

Import colours

New cpability to import colours and flagged archived records as part of the import function

Internet Explorer 8 Bug

Microsoft patches caused imported records that did not have an Id to be imported twice. Fixed.

Integrity Check Bug

When doing a check for Tasks, Tasks allow the frequency to be uppercase and lowercase days. Now accepts both.

Release of New Dashboard

Dashboard included Graph drill down function and widgets

Integrity Check Reports only

Can do an integrity check for Reports only or for both reports and database.

Reports - select by Id

Previously select record by Id was available for reports that had a stored procedure. Stored procedures cannot select records by Id which means that reports that do not have stored procedures (i.e Views) can report by Id.

Deleted Forms

Deleted Forms with Linked Tasks or Linked Forms do not allow access to those records.

Entity Workflow Creation of Tasks, Linked Forms and Events

To accommodate the new function for events (beginning with Incidents) the code for the workflow creation of Tasks and linked Forms was updated.

Save and Pending Mode

Previously, Linked Tasks or events were not triggered if a record was saved in Pending Mode. They can now be triggered. NOTE: emails cannot be triggered in Draft Mode (Tasks may require mandatory fields to be completed, and draft does not enforce Mandatory fields.)

Table Lookups Error Handling

Enforcement of cascading tables - cannot have one of three tables in a record - all must be present or a Null value will be returned.

Screen Clone now trunated

When a Screen was cloned multiple times it caused a bug - Fixed. Now truncates to 30 characters.

TRIM Interface

TRIM upload options include

1. A document to be added

2. A reference to a document to be added

3. A TRIM reference to a document to be added.

If option 2 was supressed but 3 was permitted then the system failed. Fixed.

Addition of SMS function in Fields & Screens

A new Event option in the Fields & Screens was created to enable SMS to be sent and replied to.

Inherited Calendar Status

Previously Forms with Pending approval were Approved by the Inherited Calendar Status. Fixed. Forms with Pending Approval can now be linked to active, overdue and Actioned Tasks.

Task Notification Email

There was an issue where Task Notifications emails did not include the Id of linked Tasks. The email notification code was rearranged so that the link is created in the correct order for Task Notification emails to include the Linked Record Id.

Forms Sections

Within the Fields & Screens - the fields were rearranged into Sections

Date and Time Fields calculations Error

Some Calculations relating to Date and time fields were causing errors. Bug Fixed.

Security Log

Renamed to System log to better reflect its use.

Admin Discipline Add record

When a Discipline is added it now defaults the Code, Sort Order and Measure Fields.

Import Case Sensitive

Check for duplicate Column names was case sensitive. No longer Case Sensitive.

Admin Sites Sort Order Measure and Colour

Sort Order Measure and Colour Added to Sites (including Org Units)

Field Rename for Javascript

New field names were added and recorded in the Help screen $cf_LastSaved_Creator_id whereas the old one was $cf_last_Creator_id. Same for Owner, Stakeholder1 and Stakeholder2 - Javascript Help updated

Dashboard Multiple Tabs

Initially there was one Tab, there are can be up to 15 Tabs

Task Time Processor

The capability for Tasks to be processed by hours as well as days has been developed to be used with Event Templates. Task Time field now available in Task Template.

Form to Form Linking

A Forms records can now be linked to each other - the link is a mutual link.

Forms paging

When we had a single page of records and it was full (ie. we had 50 per page and in total there were 74 records), and we wanted a bookmark lookup to highlight the records we were on AND it was on page 1.  Bug was in working out whether we were on "Page 0" (the first page) and it then got everything out by 1 page. Fixed.

Attachments

Where attachment names included a # sign the file name, and running on Windows Server 2008 the system would not present the attachment. Fixed.

Clone Record

When a record was cloned, it retained the previous record's status, including Calendar Status. Fixed.

Measure not saved

If a field was read only and was the result of a calculation, the code was being saved but not the measure. Fixed.

Default Values

For a default code value - the value was being saved but not the associated measure. Fixed

Workflow Last Screen

Regardless of whether there is a message or not there is always a "Submit" button. A default message is now placed in the final screen if no message has been written by the Administrator.

Screen refresh

Screen refresh was changed so that in workflow the Left Hand Panel was progressively updated. Also, when a record is edited, the dashboard is progressively updated too.

No import Format

In import read only mode the import format was not being read. Fixed.

Form Widget

There was duplication between ToDo Tasks and ToDo Task - ToDo Task was removed

Workflow Save and Close

In the workflow the "Cancel" button was changed to read "Save and Close" thus preserving the Forms "Draft" Status. The close button previously behaved the same as the submit button - changing the Record Status. Fixed.

Screen Fields

Introduction of a stored procedure to track the workflow, thus ensuring the consistency of the application.

Dashboard Data Set

When a large set of data (i.e 400 records) was selected and an attempt was made to drill down into the data the code returned an error. Fixed. Faster too because less data is now being retained and managed.

Radio Button Measure

When a Radio Button was involved in a calculation, the measure was not being set properly (even though the Code was). Fixed.

Attachments

Where attachment names included a # sign the file name, and running on Windows Server 2008 the system would not present the attachment. Fixed.

Standard Format

Was not setting correctly and included commas when it should not have. Fixed.

Common Fields

There was no information button to display the Common Field narrative (excluding Site and Positions of Responsibility). Fixed.

Teams

Refinement of Teams which behave like Distribution Lists. When a team is placed in a Field only the team members are displayed (unless the record already has a value which is retained until the field is changed and saved).

Screen Fields

Introduction of a stored procedure to track the workflow, thus ensuring the consistency of the application.

Javascipt formula calculations

In Windows 2008 an error would be recorded in the middle of an import. Fixed.

Event Management

The event Manager Manager will, under prescribed criteria, receive either an SMS or an email and acknowledge acceptance from a third party or satellite system. Upon acceptance, the record status will be changed.

Importing of Dates

Expanded functionality to include the three character abbreviation for the middle field. This then ensures that data exported from the software can be imported directly without any need for change.

Date format not reliably set

When the database server was on a different platform with Win2008 there was the potential for the date to become mm/dd rather than dd/mm. The code forces the dd/mm/yyyy format.

Introduction of New Variables

The naming convention of javascript variables was updated and can be found in the JavaScript "Click Here for Help".

Record Editing

Random javascript were occuring for a radio button where the code field did not have a measure. Where there is no measure for the code entry the record Id is used.

Global Settings Trim

Now include a place to manage all of the required TRIM variables.

Global Settings System Log

Now records events not necessarily associated with a record. One of the system log uses is to record events to third party systems. E.g SMS triggers. View System Log is located in General Settings

Import function

The import for sites when the code lookup option is enabled now automatically looks up either by id then by site code.

Task Note Security

Changed from a Yes No to a Tri state of Yes, No and Where edit permitted. i.e. if the person can edit a Task they can now add a Task Note. Previously only those users in the chain of command could edit a task note.

Import

Previously when importing a Site of information, and lookup based on code -

Discipline and Risk Description

Expanded to be up to 75 Characters.

Events

The event templates allows the interface from IRIS to third party systems when a record is saved and the corresponding event trigger conditions are met. For example, This can be used to trigger SMS's when a record is saved. Events work in concert with the IRIS Alert System.

Screen Summary Details

The screen summary which details the task templates, emails and events now displays summary information about the emails, e.g. who the recipients are.

Calculations on Stakeholder fields

Calculations on Stakeholder fields were not being consistently applied. For example if a calculation was based on Stakeholder 1 the formula options were Stakeholder_1Id and Stakeholder1_Id. This threw up some errors in the calculations

Javascript Calculation Speed

Javascript calculations rewritten to improve efficiency. The outcome is improved speed.

Placement of Templates in Screen

Email and Task Templates were previously placed only at the end of a Form. Now they can be placed anywhere in the Form.

Linked Form Placement

Linked Forms can be placed anywhere in the Form. Peviously the could only be linked at the bottom of the Screen.

Banners for Status Change

Banners could be manually placed in a form similar to the way that fields are placed in a form. They can be conditionally displayed.

Standardisation of Common Field Tables

Site, Discipline, Activity, Risk, Action, Project and Project Stage all now have code, measure, sort order, colour and narrative. i.e same structure as the Form Tables.

Debug Button

Introduced so that calculations and conditions can be verified by Periscope (with Client assistance) - only visible to the Users who have "Design" privileges.

Site Code

Now always on display for use in templates

Code Sort Order

Reintroduced due to popular demand.

Import

On export we honour the Security Profile Settings [ie. First Last - Posn; Last, First (Posn); Posn (First Last)]. On import we honour the Security Profile Settings BUT if we cannot find a match then we go through the other formats to find a match - If the user DOES NOT SPECIFY A FORMAT then we do a lookup by the first that matches: FirstName LastName (Position) , FirstName LastName - Position , LastName, FirstName - Position or Position (FirstName LastName). If no match found we reject.

Code Sort Order

Reintroduced due to popular demand.

View Options Select All

Select All Checkbox which when selected checks all of the records on the left hand panel.

Dashboard Cookie

To retain the settings of the dashboard layout, a pesistent cookie is required to be stored on the users PC. Where there is no session cookie, then the default settings apply. The cookie which contains layout configuration settings, does not store credentials.

Combined Status

A client previously had a single status that combined Task and Hazard Status. Such an approach caused issues, now the combined status is no longer required it has now been removed from the system in 5.6.  If you have any reports with CombinedStatusCrit - it will now show as CombinedStatusCrit instead of a value like "All". 

Export List

When exporting data and filtering, the Date Modified and Date Created Fields were not appearing. Fixed.

Export Filters

The Filters were not inheriting the Export Filters List from the Left Hand Panel. Instead they were from the setting in the Form Defaults - we discovered after extensive use, that the user's mind is on the current Left Hand List - creating a different export group caused confusion.

Form Note History

The form note history recorded the id of the user but not their details. Fixed

Task Note checkbox

When a Task Note was checked, the % value could be changed from 100%. Now the % area becomes read only when the Actioned box is checked.

Task Note

Show Task Note has been added to provide the Security Profile option that opens the Task note area to show all Task Notes. Previously, the Task Notes area was closed by default when the user had edit rights. Where the user had read only rights then the Task Note was opened.

Attachment Explorer

A link to Attachment Explorer has been added to the Attachment Upload popup where the users' Security Profile has enabled the Admin > Attachment Button.

Save on Task Note

The content of a Form was being cleared when clicking on a Linked Task Note. Now the Form is Saved First.

Form Filter

The Cancel button was not being displayed in the Filter > Field > Search Function

Import of Position/Person

Previously we could only import the Position details in one order. Now no matter what the order the position/person details are exported, the import function will import them

Linked Form Filters

Linked Form Filters were initially displaying archived records when they should not have. Definition: Archived is not in the workflow and is therefore not an option for Filters unless specifically selected.

Default Library Setting in Filters

The Filter setting was not honouring the setting in the Security profile for Library Forms. Fixed.

Left hand Panel - Sort Order

Sort order was not being applied to Tables when the column heading was selected. Fixed.

Screen Filters

Date Created and Date Modified were report options only. They have now been included in the screen filters.

Field Information Button

The information button for a field that linked to a Common field displayed whether there was a narrative present or not. Fixed. Now the field information button will only appear when there is a narrative.

Field Numbers

When the number of decimals in the Field numbers was changed, there was no opportunity to change the number of decimal places in the Screen display of the field number. The work around was to change the Field type which then triggered the Screen type to display because they were different. The Screen decimal places will now display when the Field and Screen decimals differ.

Import CSV Common Field Id

The CSV import function has been significantly revised to accommodate common fields i.e. importing by Site Id, owner Id. The Position fields also now sort by PositionTitle (FirstName LastName)
FirstName LastName - PositionTitle
LastName, FirstName - PositionTitle

Task Processing

IrisProc 5.2.0.172 now does a check of the checklist tasks so that they are NOT processed if the Parent task is DELETED or ARCHIVED.  Also, 5.6-devel has been changed to archive the checklist tasks if the parent task is archived (but not the unarchive - this has to be done manually).

Import Data Cleaning data

Default Trim = on always - which means that blank spaces are removed from front and back of data – to retain the blanks you have to actively turn Trim Off.

Import - Blank Records

Previously in .csv files blank fields were included in the record count and left blank records in the system. Blank Records = Do Not count

Task Attachments

When a Task was in popup mode there was no paperclip to attach to it. There is now a paperclip on popup Tasks.

Scheduled Report Email Template

Modification to Scheduled Report Email template to include:

Linked Task From Calendar

From the Calendar a Linked Form is selected, from that Form only one Task could be created before the Add New Task Button went to Read Only. Multiple Tasks can be created.

Import - Default Common Fields

Default common fields now record the field name – however where a field description applies to multiple records e.g the site Admin then the numbering system is invoked to differentiate between them.

View all I own

The code was rewritten to allow a User to view all Tasks where they are an owner and every Form where they hold a Position of Responsibility regardless of the Discipline and Project security profile settings. (Fact Sheet)

Admin Forms

Rewrote the Forms Administration Area navigation functionality. E.g Data entities became Forms, main screen = Form lists and tables,  entity Screen = Fields and Screens, each screen has its own heading. (Manual Update)

Entity Group

Forms can now be grouped together as Groups.  These groups can be added/edited at the Forms Level. (Manual Update)

Admin Forms - Export Data Set

Ability to extend the Export Data Set to also be used as Screen filters. (Fact Sheet: Data Lists)

Number fields

Default decimal places set to 2 when being added

Form Formula

4 new variables introduced: $orig_Creator_id , $orig_Owner_id $, $orig_Stakeholder1_id ,$orig_Stakeholder2_id $

These are the values for the record when it was read from the database. Introduction of these fields allows emails, Tasks etc to be created when the Position of Responsibility (Owner, Creator, Stakeholder1 or Stakeholder2) changes. (Manual Update)

Show Screen Grid

Removed. (Update Manual Screen Shots)

Disable Picklist

Due to a conflict between the use of the picklist (progressive typing of a name which then displays the options based on the letters typed) and cascading fields, (the picklist would not refresh in edit mode) Disable Picklist disables the picklist – The Show Field Lookup should be used instead.

Field lookup

Introduced on all of the fields to give a powerful search engine.  When use in conjunction with cascades, this field populates the data into the preceding (parent) fields. (Manual Update)

Sort Order

Sort Order has been added to the following Common Field Tables Discipline, Risk, Action, Activity.

Email Template

In the Email Template password request default is Send Immediately – it can no longer be stored. Closing a potential security issue where an administrator can view a stored email password before it is sent. (Manual Update)

Import

The Import function has been created to import from .csv and .xls (Note .xls has issues with fields >256 characters – in this circumstance .csv should be used. (Fact Sheet: Fast find filter)

Archive Field

Introduction of Archive Fields enables the following fields to be deactivated (i.e. they no longer appear in the Filters and the drop downs – but they remain in existing records):  Site, Task Setting, Discipline, Risk, Action, Activity, Positions, People, Security Profiles, Project Stage, Project, User Lookups, Hazard Rating, Consequence, Likelihood, Priority, Assessment. (Manual Update)

Screen Title

In Forms area Page Title shown on Form Tags. (Update Manual Screen Shots)

Export Format

Export Format can be nominated in Admin Forms, as a default for the form for the Left Hand Panel. (Manual Update)

Form Print Button

Form Print Button – can be specified at a security profile level – locking them out from accessing the report. (Manual Update)

Paging of Left Hand Panel

Coding to deal with very large data sets. Where took 10 seconds to bring up 55,000 records, now 1 second.

Information button Headings Left Hand Panel

On Left Hand Panel Information (Field Narrative) buttons appear next to the column headings. (Manual Update)

Survey Attachment Access Rights

In Security Profile, the access rights to Attachments can be managed.  Administrators can now: Disable attachment uploads, entry of web addresses. (Manual Update)

Section Heading

Twistie indicator arrow now toggles between black or white depending on the colour of the screen row – ditto for save on the Section Heading. (Manual Update)

Export

Can now export the code value (which is a number) in preference to the Description. (How to: Create Export Groups in Forms Sheet Update)

Introduction of Trim Interface

Trim document references can be managed by clients if IRIS resides behind their firewall. (Manual Update)

Time fields

Time fields now allows hhmm in addition to hh:mm format (i.e it does not require the ‘:’ (Manual Update)

Form Status

Form status added to the Form legend. (Manual Update)

Form GoTo Button

When in Go To and a record number was typed and “Go-to” pressed nothing was happening. It now works. TIP: for records with a Unique Id a shortcut is to only type in the actual numbers (ignore the zeros)

Field Sort Order in Risks Screen

Computer systems follow the convention of 1.1, 1.10, 1.2, 1.3 ... Rather than 1.1, 1.2, 1.3.....1.10. To overcome this issue, Sort Order is now able to be set in Common field Table settings (it already was in Forms Tables). (Manual Update)

User Look-up

Extensive work to ensure that security profiles are honoured where a user has multiple positions.  In effect the system recognises the position that the user logs in as, but if checked for View all I own – the person logged in can see the tasks and forms that they have a Position of Responsibility. (Fact Sheet: View all I own)

Show forgotten Password

Controlled by a global setting, Administrators can now create and send a password automatically when the user clicks on the Show Forgotten Password. There is no physical authentication, the system sends to the users email address.

Report

Bug in report with multiple items selected, only the first selected was displayed in user lookup and if the user look referred to a system table e.g. person, it would display the id rather than the actual description (confusing the user).

Screen Filters Multichoice

Previously up to the first 200 or so entries selected were retained when the multichoice was reopened. Now all values are retained.

Admin Security profiles

Bug fix in allowed security profiles - allowed security profiles did not display the multi-select screen when it was checked.

Form Left Hand Panel

Number of records were not being displayed under the condition of read only. Fixed

Security profile

When trying to send a risk email and the risk creator's position had been deleted or had no incumbent - wrong error message was displayed.

Forgotten Password in Login Page

Password Reset customisation has been added that links with exisiting password reset function and sends an email to the requestor and a cc email to system administrator when password resets is completed. (Manual Update)

Tasks

The calendar entries display was displaying the most recently actioned calendar events and remaining events. However, when the limit of "n" calendar events was selected and there were say 5 events, of which 3 were closed, the closed records were not displayed. They are now.

Forms

Set Screen Filters Filter View default has been created to set the Filter view. In turn, this initiative makes the setting "Filterable Field" redundant. The default Filter view setting is now set in Main Screen - Default Export Format to use for Filters - ( Fact Sheet: Data Lists)

Forms Conditional Display

Fields that are conditional displayed were still being displayed, even though the condition had changed. (Manual Update)

Tasks Screen

Task On Screen filters were flaky and not working properly because they were limited to the org level setting they were first set at - and did not allow for org levels above to be selected.

Form Screen Twisties

Some twisties were not being honoured and did not close properly. They do now.

Form Fields

Predictive Text was causing issues when the edit function was used. It is now possible to turn predictive text off at the field configuration level.

Form recalculations

Certain fields were included in field recalculations that should not have been, eg Description fields. Now only fields involved in calculations are included - this is to improve system speed.

Function

Description

Task Email Workflow

Only the Task Notification email is sent when both it and the Task Alarm Email are activated simultaneously. (Manual Update)

Form Unique Id GoTo Button

Previously the Form Go To Button would not work for UniqueId's.

Form Cancel Button

When the Cancel Button is selected it takes the user out of the form they are in and presents a blank yellow screen on the RHS.

System default History

Task and Form History records the Login and now it records the Person name and Position below the Updates. This change now makes the auditing of the history much easier. (Manual Update)

Email Template Mail Variables (Tasks) - Part 1

The following email task template variables were added to the Mail Variables list: {FirstLinkedForm} (The first Form the Task was linked to), {FormIdentifyingField} (of the first linked form), {Author} and {FormUniqueRecordId}. Note: New Tasks are excluded at this stage. (Manual Update)

Security Profile Forms Email Template

A Form Owner will be notified by email where there are changes to those fields flagged in the Admin > Forms > Fields area. These conditions are set when the fields are specified in the Conditional Fields.

Filters Exclude Option

The syntax error message that was displayed has been fixed.

Form Workflow

The Site Id now causes conditional display of fields where it did not previously

Form Workflow speed

Fields that do not affect field calculations or conditional displays are no longer causing a recalculation each time they are activated. System speed has improved significantly.

ReOpen Form

User unaware that a form can only be reopened by a Task if it was a Task that closed the form in the first place. (Manual Update)

Task Date Reschedule

For an existing Task, the intervening calendar entries were not created when a calendar event was rescheduled with, say a due date for today, an end date put into the future and a frequency selected.  (Manual Update)

Task Template Task Settings

In Task Template the Task Settings field was displayed when the Global Setting > Task Settings option to show the button was set to Do Not Display.

Function

Description

Security Profiles Discipline

For each Security Profile - Administrators can now set the default Discipline to be displayed in the Screen Filters. Which, like person filter, provides the opportunity for the screen filters to pre-filter the discipline setting. (Manual Update)

Global Setting and Security Profile History

Whenever a change is made to either the Adminstation>Global Setting or to the Administration>Security Profile it, the change, is recorded. (Manual Update)

Position Search

A bug which prevented a search of positions using the exclude button is now fixed.

Caching errors

Errors in caching, prevented a client viewing data that should otherwise have been refreshed.

Screen Filters

When filtering by Discipline, the filtered settings are now being highlighted correctly.

Calendar Screen

Bug in Calendar Screen that was caused by the exclude filter option has been fixed.

Function

Description

Person Filter on Entry in Forms

The set Person filters which work in the Tasks and Calendar was not being applied to Forms.

Email Template Unique Id

Addition of a {UniqueRecordId} mail variable to the email template in place of the system generated Id.

Form Status to Reopened when linked Task becomes active.

The Form status is now changed to reopened when a linked Task is reopened or an active Task is linked to a form.

Form data save function

Data is saved before a new Task/Form can be created.

Form Linked Tasks

When a Task is not displayed it is no longer unlinked from the Form it is attached to.

Form Email template

Positions without managers are excluded from all Position of Responsibilities List

Email Template for Task Notifications

In the Task Notification area Administrators can now link to the Calendar Id in preference to the Task Id.

Active Directory Access to the Calendar

Addition of form conditional display variables e.g. $current_securityprofileid $todays_date and $date_created. (Manual Update)

Form Owner Filter

Filter for Owner is now able to be selected when data is imported into the Position/Personnel Fields from another data source.

Form Linked Tasks

When a Security Profile permitted read only access to a Form, Users could still add a Task and Link Forms

Function

Description

Mandatory colour code and Chevrons >>

Previously Administrators did not have the option to flag mandatory fields with colour – chevrons.

Do add mode as pop up

Workflow and speed enhancement – a popup screen appears which promotes a workflow based on Conditions set for display in Screen and Section headings.

Show blank detail on entry

Speed enhancement – no records are called with this function, accordingly the user does not have to wait for a record they do not want to load.

Unique id format

Ability to set unique ids for each form – to make them more identifiable and sequential.

Entity Groups

Ability to group Forms into Logical Groups

Show Report Selector

Ability to have the reports associated with form shown in the header

Default task template

Tasks from forms have unique configurations and default settings, Administrators can tailor tasks for each form upon Add new Task.
See Fact Sheet: Auto Generated Tasks.

Field Validation formula

Setting of fields to set ranges e.g. Date of birth, should not be allowed to be set before 01/01/1920 or after today's date – for software credibility

Field Notepad

Record for each field to keep track of what done, why and the field settings – this has in turn led to the creation of two new reports:

- Admin Forms, Fields and User Tables Report
- Admin Screen Fields Description Report

Report Notepad

Record for each field to keep track of what done, why and key report characteristics

Screen template notepad

Ability to record key explanations of workflow – e.g opens when security profile = Administrator etc. demystifies the formulas used.

Include text field in word search

Ability to selectively nominate those fields to be searched in the word search – aids in software speed and precision of fields being searched for key words.

Formula Fields

Addition of form conditional display variables e.g. $current_securityprofileid $todays_date and $date_created

Screen Fields

Show label across page – presentation

Screen Tasks

Linked Tasks to forms autogenerated

User Lookup values

Ability to set a hierarchy – previously only worked for sites and Disciplines – now can be done in any form

Security Profile

We now have dashboard as an option for entry screen

Permitted surveys – the ability to specify what surveys a security profile can see

Data entry page size – can be set individually by security profile

Show sites in position list forms

Can be now done at security profile level

Dashboard

Dashboard function – and access by security profile

Exclude manager from Task Notify Email

Can be set at the security profile level – previously a global setting

Allow draft save

Function now able to be set at security profile level

Show reports in form header and show export options in form header

Can now be set individually – previously could not

Task Template

New Area called Task Template.

Person SMS person Fax

Ability to send SMS and Facsimilies in addition to emails

Task Record

Addition of CC List (Position based – follows organisation structure) and CC List (Email Based)

Exclusion Filters

Ability to identify “blank” fields and to remove them from the filtered list.
e.g 20 records 3 = yes 11 = No, 6 are blank

When search for Yes – get 9 records i.e 3 yes and 6 blank

With exclude you can identify the blank fields and reallocate them to yes or no and so have meaningful data.

Dates in the Filters now have start and end date

Previously the dates in a form filters did not give a data range and did not allow the filters to effectively filter dates

Significant performance improvement in Forms area

Implementation of the AJAX technology as well as the performance of the generation of javascript

Also, processing of Tasks and emails are done on the server rather than the client PC.

Implementation of Approval bar

Now can place approvals in a form

Workflow

Submit at top and bottom of page

Email to sms address in Email Templates

Ability to select the person's email address or sms address.