Previous release notes

Release 114

Site Notes – Ability to reimport site notes

We previously created a Site Note export, which is available in Admin – Sites when users have the manage export permission. In this task we created an import for Site Notes, users will require the manage imports permission to use this new import.

You can use the export and make changes to the text in the site note body field and then reimport using this new import and it will apply the changes, making sure to retain the siteID column so that it can match up with the correct site. Alternatively, you can also use this import template to apply a Site Note to a site, there is a limit of 10 Site Note types that can be imported but if you have more than 10 you can run the import multiple times.

The headers on this import have been made generic, similar to the Site Associate import whereby you apply the name of the Site Note into the first column (siteNoteType1Name) and the body (the text to be visible on the system) into the second column (siteNoteType1Body). When applying text in the body field, only and tags will be respected when reimporting.

Actions – Expand Actions to have Asset field – Risk Register Actions

Actions have been expanded to include a new ‘Asset’ field, which is optional upon on creation. This field is visible based on the user’s permission and so will be hidden if users do not have access to view assets.

When creating a Job from an Action that has an associated Asset, this will be prefilled on the Job create form and can be removed if not required. Additionally, Actions currently have a statutory type select and so we have also prefilled this on the Job create form.

Operative Permission – New Operative Permission Add / Edit / View Actions (web) – Risk Register Actions

Currently only Site users can create actions from the list view and so we have expanded the current create action permissions to include permissions for operatives (operative_create_actions).

Users with this permission will see a new ‘Add’ button on Action list view within Nav and Sites, which will allow them to create Actions.

The Action type drop down on the add form will only populate types which have the ‘allow service provider access’, added in a previous task. Operative users with this new permission will be able to see all Actions created for sites that they can see when the allow access setting has been applied.

Release date: Release 114 – 06.07.2021

Previous Release Notes

Release 113 - 22.06.2021

This release has included back end development improvements

Plus further work on client requests and features that are currently in progress… MORE

Release 112 - 08.06.2021

Assets – Include sub asset name and ID on job export – Client Request

We have expanded the job export to include columns for sub asset ID and… MORE

Release 111 - 25.05.2021

Jobs – Ability to view jobs by location – Client Request

We have added a new ‘Jobs’ button on the location tab within Sites… MORE

Release 110 - 13.05.2021

Add release notes link to Elogbooks footer

We have added a new link on the page footer next to the Training Academy… MORE

Release 109 - 29.04.2021

Global sites filters – Add associate to all dashboard click-throughs

Global sites filter has had a complete revamp, a summary of the changes made… MORE

Release 108 - 15.04.2021

Add a new workflow to KPI’s that will allow the KPI approver to reopen a completed KPI survey

We have added a new workflow step to KPI Surveys that allows completed surveys to be reopened…. MORE

Release 107 - 30.03.2021

This release has included back end development improvements

As well as further work on client requests and features that are currently in progress…. MORE

Release 106 - 16.03.2021

Assets on App – Barcode scan button on Assets – Client Request

On the Elogbooks App, within Assets there is a new barcode filter which can be seen from the Asset tab and the Sites tab then Assets… MORE

Release 105 - 02.03.2021

Dashboard – Mandatory dashboard widgets – Client Request

There is a new section within settings to define which dashboard widgets should be mandatory, these are set and agreed globally across the system by client management… MORE

Release 104 - 16.02.2021

Actions – Ability to copy summary and description when creating a job from an Action – Client Request.

When creating a job from an action, currently there is an expanded section on the top of the main ‘Job Details’ page which when expanded shows the related actions summary and description… MORE

Release 103 - 02.02.2021

Audits – Ability to export Audit list – Client Request.

As a user with the correct export permission and access to Audits, you will see a new Export button on the top right-hand corner of the list view… MORE