Release 1.4.3. – 20th July 2020

Key Dates

In Account Set up, Step 3, we have made the following updates;
  1. New Key dates and Key Date Categories have been added and old key dates hidden. If these are already on calendars they have not been removed, so it gives you a more robust monitoring solution.
  2. To really be able to personalise your reminders to you and your firm, we have added the ability to make key dates ‘Not Applicable’, so that they don’t have to be filled in to complete the company setup.
  3. We’ve added the ability to adjust the frequency of certain key dates, which will then feed through to the calendar.
  4. Hover tips have been added to the key date descriptions to give further clarity on what needs to be completed, and the expected time taken to complete.

*You may need to check that your account is now not showing as 100% complete with the addition of new key dates. Please go in and review the new dates and amend any that are now applicable to you or mark them as ‘Not Applicable’ for your account to be 100% completely set up– give us a call if you are unsure!

My Calendar updates;

  1. Hover tips added to the company events created from key dates.
  2. Hover tips added to user-defined events. The hover tip comes from the description defined against the user event.
  3. User-defined calendar events can now have descriptions with up to 500 characters rather than be limited to 45 characters.
  4. User-defined calendar events can have a repeat frequency defined against them which can be easily amended. The event will then repeat on this frequency unless this is altered at which time the event will repeat as defined by the new changes.

Other changes

    1. You can now select more than one Lead user.
    2. We have added a standard repeat function to the test dates defined for each user in the My Team for annual testing. The dates tests are due will show under each user’s My Training screen.  Any tests not completed or failed by the defined test date will result in a red KPI marker against that user for the relevant test.