Latest features and updates
  1. Latest features and updates

July 2023: New reports, New standards and host of enhancements

New optional field for 'Related service or program' in the Feedback register 4663043801

When recording external feedback, it's likely that it relates to a specific service or program. Now you can activate this additional field in the Feedback details form to code feedback or complaints to a program or service. To activate this field, go to System settings/Feedback register.  


Improved options to the 'Add new version' component in the Contracts and Documents    registers     4801575238

Many of you use the 'Add new version' component in Contracts to 'short cut' the workflow and add new, or signed, versions of contracts, quickly and easily. In response to customer feedback, we have now improved this component in two significant ways:

1. The 'Add signed version' option is now combined into a single 'Add new version' component

2. You now have increased control to send the new version to the manage or approval stage.     

Similar improvements have also been made to the 'Add new version' component in the Documents register.


Training and Licensing by type analytics reports    4585856279

Two new reports are now available in Analytics:

1. Training by type

2. Licensing by type

These reports show what training or credential checking (Licensing) has been completed or is overdue for a specific time period. 


Link Compliance schedules to Assets    4678530035

For those with the Assets register, a new tab has been added enabling you to create and track compliance tasks related to an asset. To try it out, open a compliance task related to an asset, and link it to the asset using the new 'Related asset' field.  


Improved System settings page  4853385011

And for the admins, check out the new Systems settings page. Now better organised into categories and ready for us to empower you with more configuration options! 


Option to send test onboarding email    4584161196

If you're using our Onboarding email feature, you can now check the email content prior to sending by clicking 'Send test email to me'.  


New fields in the risk assessment tabs    4683807231

Enhance your reporting to the Board with greater commentary around risk ratings. Each tab in the Risk assessment component of the Risk register now features a comments field. These fields are available as columns to view in the register list view and will also be included in the export.


New standard - ISO 14001:2016    4454095575

The platform can now support you to demonstrate how you meeting the requirements of AS/NZS ISO 14001:2016 Environmental management systems - Requirements with guidance for use. 


New standard - RACGP 5th edition Feb 2023    4808346819

The platform can now support you to demonstrate how you meeting the requirements of  RACGP Standards for general practices 5th edition Feb 2023. 


Scrolling document preview panel    4777336214

Thanks to those who gave us feedback about having trouble accessing the document download button in certain circumstances. The preview panel is now set to scroll allowing you always access the download button.


Better access to the preview icon for attached documentation to Meetings        4624734637

You also told us about the problem with the 'disappearing file preview icon' when the record name is too long. All fixed - with the introduction of a dedicated column for file preview for documentation attached to meetings.