Summary of changes
Dashboard - Show and hide entities
A new option to customise the data that is displayed on the ‘All individuals’ dashboard is now available.
Selecting the option will enable the ‘Customise table’ overlay. At the top of the overlay, ‘All firms’ is displayed with each firm listed underneath and the assessment options listed at the bottom. All options and firms are selected by default.
Expanding the ‘All firms’ option will reveal 3 firm options which when selected or deselected will affect all firms. When the option is selected the dashboard will display the information where relevant to the individual. De-selecting the option will hide the information from the dashboard.
If required, the data displayed for each firm can be customised by expanding the firm and selecting/deselecting the required options. It is also possible to hide a firm name by deselecting the checkbox next to the name.
The assessment options at the bottom of the page can also be deselected as required and this will again show/hide the data from the dashboard.
Dashboard - Search records
A search bar has been added to the individual overview dashboard.
Users can search via free text on:
- Individual (name / email / IRN / NINO / SRN)
- Firm (name / FRN / position in firm)
Individual import rationale
A new rationale field has been added to the individual import.
It is an optional free-text field, max 1000 characters, that is added to the import confirmation overlay.
Once imported, the rationale that was entered can be seen on the individuals audit history page.
The rationale field will be available on all imports regardless of if its a single, multiple or full import of individuals. All individuals selected will get the same rationale added to their audit history.
If you have any questions or need some further information on the recent changes please get in touch: [email protected]