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What's New 2023 Q1 / Q2

  • Updated

Please see here for the 2023 Q3 / Q4 What's New? article, and be sure to follow that article as explained here.

 

Jun 2023

Apr 2023

Mar 2023

Jan 2023

 

June 2023

NEW REPORTER FUNCTION: Reopen time study

In the past: 

  • Previously, if a Reporter submitted a time study and then realized they made some type of error, they would have to reach out to their Supporter or an Admin to reopen their time study (from the Approval Status report) and fix the error.

Enhanced functionality:

  • Save time and reduce steps! It’s now possible (with some exclusions) for a Reporter to reopen the time study themselves, from the Time Studies report, following the steps outlined below.

 

Steps (Reporter only):

  1. Go to Reporting > Time Studies in the navigation menu

    Screen_Shot_2023-06-01_at_10.13.44_AM.png

  2. Click Search
    • If you want to view the currently-open time period, set the "End Date" field after the end of this time period

      Screen_Shot_2023-06-01_at_10.15.56_AM.png

  3. Locate the submitted (unexpired) time study that you need to reopen
  4. Click the Reopen icon under the Action column on the far right
    • The eyeball is to view the time study, the spinning arrow is to reopen the time study

      Screen_Shot_2023-06-01_at_11.41.15_AM.png

  5. You will see a confirmation at the top of the time study. Make your edits, then be sure to click Submit again.

Screen_Shot_2023-06-01_at_10.12.53_AM.png

Exclusions: This feature is NOT permitted in these cases:

  1. The time study is expired (i.e. past the deadline date).
  2. The Reporter has a Supporter who is assigned to review/approve their records. This type of Reporter still needs to reach out to their Supporter/Admin to reopen for them.
  3. An Admin or Supporter attempts to reopen. Those users will not see the Reopen icon, and will still need to use the Approval Status report to reopen time studies.

April 2023

MISSING RECORDS: Email address listed

As requested, you’ll now find the time study assignee’s email address on the Admin Reports > Missing Records report, both online as well as in the export.

 

Release_Notes___What_s_New_2023.png

 

Mar 2023

INACTIVE USERS: Password Reset button disabled

In order to prevent confusion about what will happen if you try do a Password Reset on an Inactive user, you will now find that the Reset Password button in the User Profile is disabled while the user is Inactive.

If you’d like to reactivate a user, remove the date from the Termination Date field and click Save. Once the profile is Active again, you can use the Password Reset button.

 

Inactive_reset_password.png

 

Jan 2023

 

CUSTOM REPORT BUILDER: simplified further

 

In our ongoing efforts to make the Custom Report Builder more user-friendly, we’ve made another important change: the Group section has been merged into the Select section. This simplified method reduces your number of clicks, is more clear about what your selections actually do, and allows us to consolidate the page into a more concise space.

 

Release_Notes___What_s_New_2023.png

 

REPORT UNIFICATION: Completed Records merged into Time Studies report

 

The Time Studies report (under Admin Reports > Time Studies) has absorbed the Completed Records report, resulting in a single report that contains more information.  

 

In this report, you can find all time studies that have been started. You can filter by Hold, Pending, or Completed, or leave the filter open. You can see when records were e-signed, see the total hours, and (if you’re an Admin) use the red trash can to fully “reset” and clear out the time study.

 

Release_Notes___What_s_New_2023__1_.png

 

 

In order to be notified of upcoming changes, please be sure to follow the instructions here.

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Comments

4 comments

Date Votes
  • Nikki

    This weekend, we deployed our first changes of 2023!

     

    CUSTOM REPORT BUILDER: simplified further

    REPORT UNIFICATION: Completed Records merged into Time Studies report

    0
  • Nikki

    This weekend, we will be releasing the following change:

    INACTIVE USERS: Password Reset button disabled

    Over the past couple of months, we've been doing a lot of behind-the-scenes preparation for exciting upcoming changes. That's why you haven't seen as many front-facing new features this year. However, look forward to upcoming announcements! 

    0
  • Nikki

    New feature coming this weekend:

    MISSING RECORDS: Email address listed

    0
  • Nikki

    Coming soon: an exciting new feature just for Reporters!

    NEW REPORTER FUNCTION: Reopen time study

    0

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