Summary of changes

Dashboard - Add all individuals data page on dashboard

When Admin users with ‘Manage individuals’ area access and Auditor users select to add a new dashboard, the Add new dashboard overlay will now display 3 dashboard types.

The ‘All individuals’ option, is the existing standard dashboard and remains unchanged.

The ‘My team’ option, was previously named ‘Individuals I manage’ and remains unchanged.

The ‘Individual overview’ is a new option that can be selected provided the user has ‘Manage individuals’ access.

The help text describes what each of the dashboards will display

The individual overview dashboard can be added multiple times if required.

Admin users without ‘Manage individuals’ access and Users will still have the option to create the ‘All individuals’ and ‘My team’ dashboards only.

Overnight Additional Data Import enhancements – Select All

Checkboxes have been added to the overnight individual import and additional data import pages.

There is a 'Select all on page' checkbox at the top of both import pages, that will select all records on the page. Records can then be unselected individually if needed.

Dashboard - Show responsibilities statements on the dashboard

Responsibility statements are now displayed on the dashboard.

Overnight Additional Data Import Enhancements – Search

Search options have been added to the overnight additional data page.

A 'Filter' button has been added to the top right of the page (just like the overnight individual page).

Users have three parameters to filter/search by:

·        Search (Free-text on individual name/e-mail address)

·        Status (Valid/Invalid/Duplicate records)

·        Additional fields

The three search parameters can be combined.

Overnight Additional Data Import enhancements – Ignore

The additional data overnight import page now shows a check box next to each record to allow selected records to be either imported or ignored.

If all records are required to be imported, selecting the ‘Import individuals’ option will import all the valid records on all pages in the usual way.

If some records are to be imported or ignored, select the check box next to the appropriate record(s) or if all records on the page are to be imported/ignored the ‘Select all’ option can be used.  Please note that it is only the records on the page that will be imported/ignored.

Selecting one, some or all records, the ‘Ignore selected records’(s)’ option will be enabled and the ‘Import selected individuals’ option remains active.

Select the option ‘Import selected individuals’ option to import the selected individuals or select ‘Ignore selected records’, add an ignore reason if required (this will apply to all selected records) and click on ‘Ignore records(s)’ to ignore the records. 

130034 – Overnight Additional Data Enhancements – Differences Page

A new page has been added to enhance the overnight additional data import page.

On the overnight additional import page, each record can now be clicked on. Clicking on a record will load a new page.

All additions will be in green and all removals in red. If any additional data fields are changing, the old value and the new value will appear next to each other.

On this page, there are several options;

-            Remove record – Removes the record from the overnight import page.

-            Update existing additional data – Go to the individuals’ additional data page and manually update any additional data fields

-            Import updates – Import all valid updates shown on the page.

130044 - Overnight Additional Data Import enhancements - View Ignored records

The overnight import page has a new ‘Ignored additional data’ tab.

The page will display the Individuals name and staff reference number (if they have one), the ignored date, the name of the user who ignored the record, the ignored reason if one was added and the change(s) that have been ignored.

As with the ignored individuals tab, selecting any of the check boxes will enable the ‘Remove selected ignore record(s)’ option and if the ‘Confirm’ option is selected in the ‘Confirmation required’ overlay the record will be removed from the page. The next time the data import is completed, the record will then reappear in the overnight additional data import page.

Support
Delegations: Visual bug with how positions showing in delegation certificate.

Is non-exec defaults to yes
 

If you have any questions or need some further information on the recent changes please get in touch: [email protected]