30-October-2020

Flex Manager – Release Webinar Details

FLEX – F6.2 Webinar Details

Webinar 1 LINK Tuesday, November 5th @ 15:30 (GMT) Webinar 2 – LINK Wednesday, November 4th @ 09:00 (GMT) For more information please contact support@cgatechnology.com  

FLEX – F6.2 Release Notes

General Changes

Analytics

  • 3rd September: Fix – Analytics Module Side Menu Titles Edited

Communications

  • 10th September:  – New – Communication Log includes the ability for administrators to reset the status of the email log and delete them if required.

Cron_Manager

  • 21st September: – Update – Cron for SOS Manual updates increase to once weekly to improve updates.
  • 21st September: – Update – Cron for SOS Manual updates increase to once weekly to improve update output.

Display_equipment

  • 06th July: – Fix – DSE Assessment Failures now link to Corrective Actions

Employee_Control

  • 24th July: – Update – Updated the layout of the Employee Control Fields section to match other areas.
  • 24th July: – Update – Updated the layout of the Employee Control Fields section to match other areas.

Employee_Profile

  • 3rd September: – New – Enter Keyboard shortcut added to all Search Fields.
  • 21st September: – New – Transfer log under employee profile to show transfer history between projects.
  • 5th October: – Update – User role is now a drop-down field with no default selected.
  • 5th October: – Update – User role is now a mandatory selection when user active is selected.

Equipment_Register

  • 12th October: – Update – Enter keyboard shortcut included on asset search for completing incomplete search returns.
  • 12th October: – Update – Asset link is now hyperlinked in the row of asset search returns.
  • 12th October: – Fix – Time off requests scheduled reporting block now exports on reports as expected.
  • 20th October: – Admin > Equipment Register > Settings: “Allow Edit of Odometer Value” This option will allow you to determine if the odometer field can be updated by users, either from the Asset Profile, Equipment Inspection or Equipment Maintenance

Equipment_Inspections

  • 20th October – Home > Equipment Inspections > Search: Map View. New function that allows users to view map location of assets displayed from Inspection Search results

Equipment_Maintenance

  • 20th October: – Home > Equipment Maintenance > Search: Map View. New function that allows users to view map location of assets displayed from Maintenance Search results
  • 20th October: – Home > Equipment Maintenance > Search: Map View. New function that allows users to view GPS map location of assets displayed from Maintenance Search results

Audits

  • 6th July: – New – Addition of downloadable PDF in New Format for manual auditing
  • 24th August: – Fix – Overlapping images on Audit Reports now in containers
  • 3rd September: – Update – Setting included to make assignment of corrective action mandatory on Audits.
  • 20th October: – Admin > Audits > Audit Setup: New toggle function to make an Audit project-specific or company-wide
  • 20th October: – Admin > Audits > Audit Setup: New function to clone an existing Audit Type

Printing_Service

  • 6th July: – Fix – ID Cards to Show all Induction Records of Merged Sub Employees.

Incident_Reporting

  • 21st September: – New – Ability to search by Incident Review Stage included in Search function.
  • 21st September: – Fix – Checkbox icons removed from the background of incident report to allow box select instead.

Job_Risk_Managment

  • 5th October: – Updates – Style updates to PDF report layout.
  • 5th October: – Update – Row select added to the observations section on Flex.
  • 5th October: – Update – Side menu for reviews added with title and tooltips detailing the review history.
  • 20th October: – New option in Admin > Job Risk Management > Settings: “Only Approved Company To Create Job Risk Management” If set to True, contractor employees will only be able to create new JRMs if their company has a Status of “Approved” or “Approved With Exception”

Policies_&_Procedures

  • 20th October: – New option to set up Categories that Policies can be grouped under and viewed on the Home side of the system
  • 20th October: – New option to allow the user to view the history of each document for each employee who has read it i.e. what versions have they previously read

PROJECTTEXT_Profile

  • 20th October: – Admin > Project Profile > Settings: New option to set default Project timezone. This will apply to all newly created Projects. If this setting is left blank, the default timezone will be that that of the Head Office project in System Administration settings.

PROJECTTEXT_Locations

  • 6th October:  – Fix – Location import template now updates the existing codes on the system.
  • 6th October: – Fix – Location import template now updates the existing codes on the system.

Release_Notes

  • 21st September: – Update – Incident count by location allows more location outputs for greater analytics view.

T&A_-_Roster

  • 23rd September:- New – Setting included to remove the total hours column from the system view and roster export.

Scheduled_Reporting

  • 24th July: – Update – Added in look back selector on Incident Reporting scheduled reporting.
  • 24th July: – Update – Scheduled Reporting – Child Courses removed from the Matrix reports but feed into the parent courses.
  • 5th October: – Fix – PDF type report selection on employee reports is now disabled.
  • 20th October: – Report Type: Current Stock Status by Item Update – new column in this report that displays which Projects / Locations each Stock item is assigned to
  • 20th October: – New scheduled report for Rosters. Ability to include multiple projects / locations in one report

Chemical_Library

  • 20th October: – Home > Chemical Library > Search Chemical search results can now be exported to Excel

Subcontractor_Details

  • 6th July: – New – All tabs on the subcontractor profiles to include row select.

System_Set-up

  • 12th October: – Fix – Side menus now remain on open until closed or menu is changed.
  • 12th October: – Fix – Keyboard shortcut fur return of results now included in all search fields.

Sales_-_Invoice

  • 10th September: – Update – Sales Invoicing Procedure improved to include various new steps including shipping, tracking, pending payment etc.
  • 10th September: – Update – Additional functions included to resend invoices, quotations, and add invoice numbers at all stages in the process to reduce error.
  • 10th September: – Update – Additional functions included to resend invoices, quotations, and add invoice numbers at all stages in the process to reduce error.

External_Companies

  • 20th October: – Update. Tasks triggered from subcontractor control elements expiring will now be automatically assigned to the Project of that company’s Supervisor

System_Administration

  • 24th July: – New – Catches included to language outputs so if they are blank the default wording is used.
  • 24th July: – New – Catches included to language outputs so if they are blank the default wording is used.
  • 21st September: – Update – Returned the ability to rename the titles of the modules on module manager for quick name changes.
  • 12th October: – Fix – Personalised language changes now reflect on the system.

Time_&_Attendance

  • 21st September: – Update – Weekly Summary Hours export include for outputting summary hours from page view.
  • 20th October: – Home > Time & Attendance > Employee Overview > Roster Horizontal scroll bar added to Roster section to allow all shift types and total hours to be displayed in Roster
App_Assessment
  • 24th July: – New – Added various question types to the App Assessment Module for performing in-person training reviews.

Time_Management

  • 12th October: – The ability to delete time form time management inputs on job manager is now included with the correct permissions.

Training_Manager

  • 06th July: – Fix – Remove the resend function for external trainees as their emails do not register on Flex for notification
  • 29th July: – Update – Ability to Re-add deleted training records has now been added.
  • 05th October: – Fix – Training Manager now outputs site permissions results on all tabs including qualification, duration, age, etc.
  • 20th October: – Admin > Training Manager > Internal Providers > Select Employees: Improved filter function in employees list

Online_Training

  • 20th October: – New communication event created, notifying when an Online Training Course has been failed. Notification is sent to employee Supervisor.

Time-Off_Manager

  • 12th October: – Fix – Pagination arrows disable when you reach the limit of entitlement period on Time Off Manager.

Orientations

  • 24th July: – Fix – Course Name now displays on customised certificates as expected.
  • 29th July: – Fix – Location Orientations now reflect name in all areas of the system
  • 21st September: – Update – Schedule Icon included on online orientations for sending of online links.
  • 12th October: – Update – Orientation type now included employee type as selectable on dropdown.
  • 20th October: – Option to create new Subcontractor Company when scheduling an Online or Project Orientation

Statistics

  • 12th October: – Update – Icons on the statistics page now positioned on the top left of the screen.

Job Manager

  • 24th July: – Fix – Comments field now sync within specified timeframe from settings on system.
  • 12th October: – Update – Root cause selection is now reinstated on the creation of new and editing of actions for tracking root causes.
  • 20th October: – New option to delete time that has been manually added to Tasks in error e.g. wrong date or time selected
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