Sally Purcil

36

Customer Support Supervisor

May 2022 Development Release Notes (Updated May 23, 2022)

• Recruitment Manager :

> Use expiration wheel on Audit page document rows.
> Email alert setting for rejected credential documents.
> Add basic stats for credential assignments.
> Question determines task assignment.

• It may be just one task or an entire group of tasks.
• Make sure individual tasks are not duplicated.
• If they go back and change branch path, the extra tasks are not
assigned.

• Staffing Manager : edit name/email of admins

• Staffing Manager : see invitation links for admins who haven't signed up yet

• Staffing Manager : set tags for clients (including bulk add/remove actions and filters)

• Staffing Manager : fixed other client bulk actions

• Learner Manager : fixed enrolment history dialog for enrolments containing old invalid statements

• Staffing Manager : check employee eligibility when adding pre-assigned shifts

• Qintil: hide shifts that were accepted by another employee

• Staffing Manager : offer to only selected employees when actioning bulk offer for single shift

• Qintil: fixed accept/decline offer actions

• Staffing Manager : notifications system (with accept offer and incoming sms notifications)

• Staffing Manager : configurable max distance when making bulk offers

• Staffing Manager : notifications fix

• Learning Manager : performance improvement for completed courses report with filters

• Staffing Manager : on parent client page show all bookings & timesheets for all children

• Staffing Manager : filters for booking candidates (allows offer/assign by employee list)

• Staffing Manager : open booking page on details tab instead of candidates when the booking is already assigned

• Staffing Manager : show client parent name on bookings page

• Staffing Manager : sort clients children

• Recruitment Manager

> Add a set of 'required forms' at the end of the application.

> Mobile ready for applicant.

> Removed RM_RecruitmentFlowQuestion.AdditionalText since we have html question text.

> Sort list items in /settings

• Staffing Manager : enter shift durations as decimal hours instead of hh:mm

• Staffing Manager : adjust hourly rates instead of totals when approving shift charges

• Staffing Manager : fixed expand row function on finance page

• Staffing Manager : download timesheet button on timesheet page

• Staffing Manager : improved rate checking on timesheet page

• Staffing Manager : Column options for employees report (including new columns for last shift worked date and status)

• Learning Manager : allow admin to reset courses when they only have access rights to reset course but not to any of the other course progress rights

• Staffing Manager : shifts report payroll fields

• Staffing Manager : show all invoices generated this week on finance page

• Staffing Manager : export report formatting & data fixes

• Staffing Manager : client tab on employee page showing exclusions and work history (including ratings)

• Staffing Manager added fields fo added fields for payroll export on finance page

• Staffing Manager fixed invoice export on finance page

• Staffing Manager : refresh data when moving back/forward between records on timesheet page.

• Recruitment Manager

> BUG: Task template references assigned as a group don't ask for signature.

> Auto-assign tasks for Secondary recruitment flows.
** Same for 'approval task group' option for the questionnaire.

> Download button for candidate uploads (sort of).

• Staffing Manager: remember which notifications have been seen

• Staffing Manager: fixed date format and end time on employees timesheet tab

• Recruitment Manager : Reject & recycle regular documents.
> Need to distinguish between non/credential docs in 'uploads' tab.
* They each have their own rejection mechanism.
> Email the applicant.
> Delete the stored document when it's replaced.

• Staffing Manager: Employee report fix.

• Learning Manager : In the matrix report, show latest completion date when there were 2 different completions added for the same course at the same time.


• Staffing Manager: record correct shift details for 'offer accepted' notifications.

• Staffing Manager: broader range of address choices for clients.

• Staffing Manager: : visibility of client details with long addresses.

April 2022 Development Release Notes (Updated Apri 30, 2022)


• Backend: CORS & routing changes to support new Qintil App

• Backend: CORS testing, Qintil App API

• Recruitment Manager :

- Full branch/stop/skip for flow simulator in rm side.
- Summary of pending on-boarding tasks.
- User HTML for Application Conditions.
- Load recruitment flows faster (front/back end).
- Filters and Pagination
- Selected response determines the assigned recruiter.
- Email directly from list views.
- Archive applications (menu = accept/archive/delete).
- Validate applicant emails.

• Courses: rollback of CORS update to fix course issues.

• LRS: fix for Rise content in CM courses

• Learner Manager : show audit history with dates on user cards

• Learner Manager : fix for deleting old documents from document library

• Staffing Manager : fixed timesheet uploads

• Staffing Manager : allow manual charge/rate entry on timesheet confirmation when no rate is available

• Recruitment Manager : fixed app switching links

• Recruitment Manager : Add candidate to Learning Manager and track course completion

• Staffing Manager : moved to new server

• Recruitment Manager : moved to new server

• Staffing Manager : admin access rights for finance functions

• Learning Manager Pro: links to SM and RM apps from organisations page


• Recruitment Manager :

> Include organization id in qintil-app url to avoid name clash.
> Slugs are only unique per organization.
> Don't wait for user to create their account before showing course requirements
> Bug: Save button not working for new/updated signature forms.
> Bug: Secondary flows not assigned with the rest of task group
> Clone recruitment flow
> Clone recruitment flow question


• Learning Manager Pro: fixed organisation link from users page

• Qintil: new Qintil app available for testing at app.qintil.com

• Learning Manager : performance improvements for users page, matrix report and dashboard (orgs like H1 and Hendercare will see significant improvement)

• Learning Manager : removed access to old pages from the Admins app with redirects to new pages in LM

• Staffing Manager: availability, shift selection, timesheets now in app.qintil.com (anyone accessing old links will be redirected to the new app)

• Learning Manager Pro: links on users page to qintil app and old learner portal

• Training Manager: courses page now shows how many orgs and individuals have access to the course and a badge to indicate legacy courses

• Staffing Manager: fixes for edit booking dialog and booking details tab

• Recruitment Manager :Credentials

• Learning Manager : Correction for compliance % on user card when user has expired CM courses


• Learning Manager : new course activity report (incomplete - only available to some orgs by giving them the url)

• Learning Manager :: exemptions for learners who have not signed up yet

• Staffing Manager : email selected timesheets to employee

• Staffing Manager : email selected upcoming bookings to employee

• Staffing Manager : fixed client input on quick shift entry

• Staffing Manager : fixed add/update grades

• Staffing Manager : show more details on candidate contact log

• Qintil: show upcoming shifts that were added as pre-assigned shifts

• Qintil: hide shifts when employee allocation was rejected by client

• Qintil: show different statuses for pending and confirmed shifts

• Qintil: hide available shifts if user has a booked shift already on the same day

• Staffing Manager : cancel shift option from timesheet verification page

• Staffing Manager : give candidates a score on booking page and sort by score

• Staffing Manager : updates to burndown chart (in top navbar) including sales and margin options

• Learning Manager : Correct ordering of lessons on enrolment history dialog from user card

• Learning Manager : Show completion dates on top level items in enrolment history dialog tree

• Learning Manager : Ignore invalid statements to stop errors on enrolment history dialog

• Staffing Manager : enable financing functions for admins with access

• Staffing Manager : filter for active clients

March 2022 Development Release Notes (Updated March 31 , 2022)

• Store: fix for bundle provisioning

• Staffing Manager : shifts report

• Staffing Manager : shifts report added invoice column and fixed end
date filter

• Staffing Manager : added export function for shifts report

• Staffing Manager : live data in burndown chart (in top navbar)

• Learning Manager/Educational Manager: record correct name for certificate when course is completed by grading by internal user

• Staffing Manager : client reject employee function

• Staffing Manager : employee withdrawal function


• Staffing Manager : search box now includes invoice numbers

• Staffing Manager : invoice download links on client invoices tab

• Staffing Manager : highlight employees who already have a booking on same day as shift being allocated

• Staffing Manager : fixed location filters on timesheets page

• Staffing Manager : added manager filter and column on timesheets page

• Staffing Manager : autocomplete for a autocomplete for add employee select client reject employee function

• Staffing Manager : employee withdrawal function

• Staffing Manager : search box now includes invoice numbers

• Staffing Manager : invoice download links on client invoices tab

• Staffing Manager : highlight employees who already have a booking on same day as shift being allocated

• Staffing Manager : fixed location filters on timesheets page

• Staffing Manager : added manager filter and column on timesheets page

• Staffing Manager : autocomplete for add employee select

• Staffing Manager : client reject employee function

• Staffing Manager : employee withdrawal function

• Staffing Manager : search box now includes invoice numbers

• Staffing Manager : invoice download links on client invoices tab

• Staffing Manager : highlight employees who already have a booking on same day as shift being allocated

• Staffing Manager : fixed location filters on timesheets page

• Staffing Manager : added manager filter and column on timesheets page

• Staffing Manager : autocomplete for add employee select

• Recruitment Manager: latest updates

• Staffing Manager : employees report

• Staffing Manager : nationality and ethnic origin fields

• Staffing Manager : PO number client invoice setting

• Staffing Manager : show all uninvoiced shifts on finance page and ungroup clients that require multiple invoices

• Staffing Manager : fixed age calculation

• Staffing Manager : csv export improvements

• Staffing Manager : pause shift invoicing dialog to allow notes entry when pausing/unpausing shifts

• Staffing Manager : bulk invoice and bulk send now process one row at a time to allow progress/errors to be seen when processing large numbers

• Staffing Manager : customisable email to send client upcoming shifts

• Staffing Manager : customisable email to send client selected timesheet.


• Recruitment Manager: Application uploads carry through to:

/on-boarding

/employees


• Recruitment Manager: Send emails for


New applications

Application approved

Applicant => New task

Reference contact request

Reviewer => Task completed [get rid of this one]



• Recruitment Manager: Don't need form title.

• Recruitment Manager: Clarify 'checklist item' for tasks.

• Recruitment Manager: Assign another recruitment flow as an onboarding task.

Delete extra application if the task is cancelled.

Button to return to on-boarding tasks after they complete a secondary application.

Bug: the chip doesn't appear when you first assign the task.


• Recruitment Manager: Send SMS via SMSService.

Request applicant's consent to send SMS.


• Recruitment Manager: : Add a button to show the initial application in the on-boarding timeline.

• Staffing Manager : improvements to contact log to display html emails

• Backend: DB cleanup

• Staffing Manager : check shift requirements/availability when assigning employee to multiple shifts

• Staffing Manager : fixed for receiving SMS

• Staffing Manager : fixed employee withdrawal function

• Staffing Manager : option to send confirmation emails when adding preallocated shifts

• Staffing Manager : details page for parent client shows links to all child clients

• Staffing Manager : client invoice tab shows invoices for all child clients

• Staffing Manager : email action on client invoice tab

• Staffing Manager : fixed refresh of client data when switching client (eg. searching)

• Learning Manager: fixed session update page for old courses.

• Staffing Manager : DePoel export function (client invoices page for DePoel parent)

• Staffing Manager : implied grades (allow employee with higher grade to work a shift with lower grade)

• Staffing Manager : fixed data refreshes when switching employee/booking/timesheet (eg. searching)

• Qintil: don't show exemptions for CM courses as achievements

• Qintil: hide certificates from learner while they are part of organisation that does not allow them to access certificates

• LRS: handle completions from new storyline courses

• Staffing Manager : invite admin users

• Accounts: allow organisation users outside of LM

February 2022 Development Release Notes (Updated February 28, 2022)

• Staffing Manager: updated qintil app link in default SMS

• Qintil: redirect to login page if user tries to load staffing page before logging in

• Qintil: show employees name on timesheet pages

• All: fixed login redirects (return to previously entered url after login)

• Recruitment Manager: First version of Recruitment Manager available for use by H1 UK

• Staffing Manager: fixed time formatting on sms offer messages

• Staffing Manager: check shift requirements when recommending employees for shifts

• Qintil: improved formatting for mobiles for staffing overview page

• Qintil: more improvements to mobile view of staffing pages

• Learning Manager: show upcoming session dates on user cards

• Staffing Manager : improved error handling for timesheets and payroll

• Staffing Manager : fixed cancel shift function

• Staffing Manager : remember filters when switching back to employees/clients pages

• Learner: Changed session availability text to only show available seat count and disable enrol option when seat count is exceeded

• Staffing Manager : allow multiple dates in shift entry and selection using calendar

• Staffing Manager : all calendars start week on Mon

• Staffing Manager : multiple email addresses for invoices

• Staffing Manager : invoice payment term setting for clients

• Staffing Manager : invoice line items now show hours as quantity and hourly rate

• Staffing Manager : fixes for payroll export & payroll id setting for employees

• Staffing Manager : option to add 'pre-assigned' shifts

• Staffing Manager : added details and area fields for shifts

• Staffing Manager : added purchase order number field for clients

• Staffing Manager : fixed timesheet approval page

• Qintil: improvements for shift details and timesheets pages

• Staffing Manager : status for timesheets that were recorded but not approved

• Staffing Manager : allow admins to upload timesheet files

• Staffing Manager : immediate update of timesheet data as it is modified/confirmed

• Recruitment Manager :


x Branch to disqualify candidate (end recruitment flow).

x Show disqualification status in details.
x Submit immediately, don't let applicant change their answer.
x Include disqualification text & details for the flow.
x Use a seaparate disqualification page in the flow.
x Also update login page if they're disqualified and come back.
x Assign automatic task group when applicant is approved.
x Customize button color theme.
x Upload a profile photo for applicant's organisation user.
x Emails tab


x Emails tab with predefined response emails.
x add the option to send as SMS if available.
x email candidate when a new task is assigned.
x email assigned reviewer when applicant completes a task.
x email applicant when their application has been reviewed.
x Assign a Manager to oversee the applicant's onboarding
x List of employees who have completed onboarding.
x Tasks, Forms, Emails go in the Settings tab.
x Split into Applicants/Onboarding/Employees tabs
x Update organisation user's active status
x Add 'log in to qintil' to application flow.
x Notify RM if application is attached to existing Qintil user.
x Attach to existing ApplicationUser when application gets approved.
x Finish 'employee details' edit page.
x Upload a photo
x Assign Branch
x Fix employees index page details
x Add recruitment flow question name.

• Recruitment Manager : allow empty fields in flow config

• Learning Manager/ Learning Manager Pro : customisable name for 'voluntary' course requirement

• Staffing Manager : new booking details page

• Staffing Manager : new timesheet details page

• Staffing Manager : scroll through details pages (client/employee/booking/timesheet)

• Staffing Manager : filters and date range for timesheets list

• Staffing Manager : bulk email fix

• Staffing Manager : sms employee and links for email/call on employee details page

• Staffing Manager : fix for timesheets for overnight shifts

• Staffing Manager : links to timesheet and booking details from lists on employee & client pages

• Staffing Manager : client timesheets tab

• Staffing Manager : fixed timesheet confirm/update

• Staffing Manager : refresh buttons on list pages

• Qintil: show 'testing' message on timesheet page to ask for paper timesheets

• Staffing Manager : show available days on employee calendar

• Staffing Manager : fixed error on some timesheet pages

• Staffing Manager : additional details on timesheet page

• Staffing Manager : links to client/employee pages from timesheets and bookings

• Internal: allow impersonation of users on staffing pages

• Qintil: improvements to timesheet process with clearer confirmation step (with new confirm details checkbox) and additional approval details

• Qintil: make save button on availability entry more visible

• Qintil: option to view submitted timesheets

• Qintil: timesheet rating

• Qintil: signature control fixed for different screen sizes

• Qintil: shift withdrawal option now asks employee to contact their manager

• Staffing Manager : Internal email when rating 3 or below

• Staffing Manager : Client timesheet notification settings, send email to client when timesheet submitted

• Staffing Manager : improved display of emails in contact log and sort most recent at top

• Staffing Manager : additional details on timesheet pdfs

• Recruitment Manager :Reference flows

January 2022 Development Release Notes (Updated January 31, 2022)

• Staffing Manager: First version of Staffing Manager available for use by H1 UK

• Learning Manager: Fixed checks page error introduced in previous release

• Learning Manager: removed preview message from dashboard

• Qintil: fixed availability entry and copy previous week function

• Staffing Manager: fixed employee availability entry

• Staffing Manager: availability reminder emails (currently manual option to send emails from settings page)

• Staffing Manager: employee bulk update options (manager, grade, skills/specialities)

• Staffing Manager: only show active employees in employees list with separate dialog for adding new employees

• Staffing Manager: fixed address display for clients

• Staffing Manager: allow multiple grades per candidate

• Staffing Manager: shift requirements for clients

• Staffing Manager: allow editing of all shift details

• Staffing Manager: when entering shifts mask and validate times and show start-end for time presets

• Staffing Manager: validate charge is greater than pay when entering shifts

• Staffing Manager: show/edit employee gender and age

• Staffing Manager: bulk offer option on bookings page

• Staffing Manager: editable manager field for shifts (default to client manager) and filter by manager

• Staffing Manager: client list page

• Staffing Manager: offer shifts to multiple candidates

• Staffing Manager: updated favicon

• Staffing Manager: fixed bookings page when rates are missing for a shift

• Staffing Manager: fixed rate card editing

• Staffing Manager: fix for google address lookup

• Staffing Manager : subpremise field for addresses (eg. flat number)

• Staffing Manager : cancel shift function

• Staffing Manager : invoice export fields (client settings for additional fields to include in invoice export file)

• Staffing Manager : fixed employee grade filter

• Learning Manager: certificate downloads from user card for old courses

• Staffing Manager : Improvements to bookings page showing shift status

• Staffing Manager : Added counts at top of tables

• Staffing Manager : Shift Confirmation process configurable by client

• Staffing Manager : Employee emails for shift confirmations

• Staffing Manager : Fixed selection of requirements when adding shifts

December 2021 Development Release Notes (Updated December 19, 2021)

• Learner: fix for changing ILT session

• Learning Manager: new storage containers for all organisation owned documents

• Learning Manager: make sure enrolment dates don't overlap when creating exemptions and completions (via grading) on same day

• Backend: archive from spreadsheet script

• Backend only changes to support SM/RM

• Learning Manager: compliance emails will no longer show checks & licenses requirements that were rejected then subsequently verified

November 2021 Development Release Notes (Updated November 29, 2021)

• Course Manager: Course feedback - currently only enabled for internal users

• Learning Manager: allow exemptions to be added from user card without requiring a reset

• Learning Manager: prevent future dates (or old dates) for exemption requests added from user card

• Learning Manager: fix for determining completion for some rare cases when course has multiple enrolments that overlap in dates


• All: updated backend frameworks to support Hobson project

• Learning Manager Pro: organisations page is now for LM, SM and RM (learning, staffing, recruitment manager apps). The 'view' button is replaced by LM, SM, RM buttons depending on which apps the organisation has access to. Access can be added/removed from organisation > edit

• Learning Manager: Enabled new dashboard for all users

• Course Manager: Enabled course feedback for all users

• Learning Manager: Performance improvements for Users page

All: added Staffing Manger and Recruitment Manger items to app switching menu (listed as 'coming soon' unless already enabled for org)

October 2021 Development Release Notes (Updated October 28, 2021)

• Course Manager: record lesson time when default duration is configured for the lesson

• Learning Manager Pro: user search include organisation email addresses

• Learning Manager: show user departments in list of users enrolled in ILT session

• Course Manager: record lesson time when default duration is configured for the lesson (previous change was not working correctly)

• Course Manager: allow manager tallow manager to set completion date when grading assessment lessons

• Course Manager: show image attachments on grading page instead of download link

• Course Manager: show submitted date on assessment grading items

• Course Manager: allow grade/comments/date to be updated on already graded assessment or session

• Learner: Correct handling of exempted CM courses that have expired or are expiring soon (learner overview, my tasks, compliance emails)

• Learner: On 'my tasks' page show expired courses with 'expired' badge and group them with other not started courses

• Learner: Performance improvement on overview page for users in orgs with large document library

• Learning Manager: Show 'Expired' status for CM courses that have expired on user card

• Learning Manager Pro: Allow editing of completion date in LMS audit for completions that were manually added

• Learner + LM + TM + Store: Collect ratings for CM courses

• Learner: Allow learner to change ILT session if they self enrolled

• Store: fixed provider rating calculations

• Store: show rating on course details page (old courses)

• Learning Manager Pro: fixed assign course to individual

• Learner: stay in same browser tab/window when exiting course

• Learning Manager: make sure achievements that are created from exemption requests are added to the correct account

• Learning Manager: updated links in manager notification emails

September 2021 Development Release Notes (Updated September 29, 2021)

• Course Manager : enabled Qintil Online Classroom option for new sessions

• Learning Manager : updated users export function, now much faster and matches current filters on the users page. Some columns in the export have changed to match the new users page.

• Course Manager : send reminder emails for webinar session type with link to webinar (instructor and learners)

• Learning Manager Pro: fixed mobile view for users, organisations, courses, providers pages

• Learning Manager Pro : added user metrics function

• Learning Manager : include invitation link in users export

• Learning Manager Changed wording on learner notification emails for orgs not using 'compliance' terminology

• Learning Manager : Changed name of 'compliance reminder email settings' to 'learner notification email settings'

• Course Manager : re-published with missing files for session deletion

• Course Manager : Order sessions by date and hide past sessions (accessible using button)

• Learning Manager : Remove users from sessions when they are archived

• Course Manager : fixed user selection by branch for sessions

• Learning Manager : fixed 'fortnightly' option for activity report emails

• Course Manager : for courses with ILT lesson as last lesson of the course, record completion date as date of the ILT session rather than the date it was graded

• Learning Manager : show dates in users timezone instead of UTC on course lesson details dialog on user card for CM courses

• Learning Manager : show which courses have no seats remaining on courses page

• New dashboard is also available for preview https://lms.qintil.com/app/#/lm/dashboard

• Learning Manager Pro : : allow deletion of course completions from user audit (when completion was added by admin/internal)

• Learning Manager : prevent entry of future completion dates for course completions (old courses)

• Learning Manager : hide CM course descriptions from achievements page accessible from user card

• Learning Manager : send notification emails for completion of CM courses (to managers who have chosen to receive these notifications)

• Learning Manager : when an exemption is approved (or added by admin) remove any resets that occur after the effective exemption date (old courses only)

August 2021 Development Release Notes (Updated August 31, 2021)

• Learning Manager : users page now remembers data so it doesn't have to reload when you return to the page and remembers search/filter when you return to the page. Still refreshes with latest data in background every time you return to the page.

• Learning Manager : allow right-click > open link in new tab from users list (from the name column only)

• Learning Manager : exemption request and right to work updates fixed when admin has different country setting to learner (or for LMP users who's last impersonated user was from different country to the LMP user)

• Learning Manager Pro : fixed page freezes caused by yesterdays performance improvements

• Learning Manager : fixes for editing checks from learner card (editing existing check, check with no country selected, show issued/expires date label according to requirement)

• Store: custom footer for lead2goal

• Learning Manager : show all details for checks from user card

• Learning Manager : fixed editing a check from user card

• Learning Manager : allow adding checks from user card

• Learning Manager : show pdf documents instead of downloading them

• Learning Manager Pro : improvements to side menu

• Learning Manager Pro : improved performance and remember search criteria/filters when switching pages

• Learning Manager Pro Store: setting for TM account to only be allowed to publish to a single course store (internal)

Store: fixed link for logo in top nav bar

• Learning Manager set completion for old courses from user card

• Learning Manager : show lesson break-down/audit for old courses (only the most recent completion)

Internal: include user email address in admin added notfications

• Learning Manager : fixed fields in rejected checks notification email

• Learning Manager : allow and approved exemption to be changed to rejected

• Learning Manager Pro : option to remove resets on old courses

• TM/Store: free courses can now be published without having a connected stripe account

• Learning Manager : show correct text on the email template under compliance reminder email settings and highlight the button to access the settings

• Learner: fixed course access for courses that have an expired exemption with no assigned manager

• Learner: Changed compliance reminder email subject text for orgs not using 'compliance' terminology

• Learner: Fixed exemption requests for learners who have already had an exemption approved for the same course in the past

• Training Manager: Include CM courses in sales report

• Learning Manager : Mandatory fields for Assign Course to User dialog on user card

• Learning Manager : show document read/opened dates on user card (tooltip)

• Learning Manager : prevent resets for courses hosted by Core (shows message to contact support for resets)

• Training Manager : simplified custom pricing (set price for a single seat by default, advanced option to set pricing for multiple seats)

• Store: show lesson groups on course pages for CM courses

• Learning Manager : fixed course details (list of lesson progress) on user card for courses that are in progress

• Course Manager : Different webinar options for sessions to allow zoom/teams/etc alternates to Qintil Online Classroom

• Course Manager : Disable online classroom option when feature is turned off for organisation

• Learning Manager : date input format for ILT sessions