Release Update - December 7, 2018

New

People Module

  • Administrators will now be able to create a new user profile without an email address! Instead, it can be created by a unique username. This username can be changed anytime by both an administrator or a user themselves, under the Manage My Account window.

    • If an account has both an email and a username, then a user is able to log into the system with either option.

    • If an account only has a username, then a user will have to use the specified username to log in.

  • Furthermore, administrators can specify a unique password for a new account or help a user change their existing account password.

new profile.png

Configuration Module

  • In the Configuration Module, administrators will now be able to build unique forms using our custom-built Form Builder. This is the first phase of our feature and we will continue to include additional features that will make the form builder even more flexible and powerful. We will release a comprehensive training video once the final product is completed.

  • Please keep in mind that any existing forms cannot be modified. If you wish to modify any existing ones, then you will have to create a brand new version.

  • Some of the basic configurable settings include:

    • Required option for all fields that require a response.

    • Mandatory form option - a user cannot complete a task, if a mandatory form is not submitted

    • Active / Inactive form status - an administrator can make the form active/inactive immediately, or at a future date

Screen Shot 2018-12-07 at 4.09.38 PM.png
add new form.png

Improvements

Locations Module

  • We have expanded the location profile by including additional address-related fields. They include:

    • City

    • State

    • Postal Code

    • Country

  • Specific address type have already been populated in the appropriate address field. In the Street Address field, it will contain the previous full address that was populated.


Fixes

Reports Module

  • Under the Checklists report page, it will no longer display “completed” form icon of deleted tasks.


Operations

Woohoo! Intelocate is operating smoothly! 😁

 

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