Release Update - May 21, 2019


Actions and Locations Modules

  • Users can now select a date range for Actions (Issues/Tasks/Projects). The system will display all Actions created during the set date range. Users can further filter Actions based on their Status

Screen Shot 2019-05-21 at 4.17.12 PM.png

Form Builder - Ability to Clone/Copy a Form

Users can now copy/clone existing forms. It is now very easy to copy a form that has been previously created and modify a copy for any purpose.

  • To copy a form, find a form you would like to copy in the Form Builder

  • Next, to Edit a Form, a New Copy Icon is avalaiable to create a copy of the form

Screen Shot 2019-05-21 at 2.57.00 PM.png


System Wide

  • NEW User Role - Management

The New Management Role is identical to the Admin Role, but this user cannot subscribe to all categories. Admin users should pre-subscribe Management users to Categories of Issues administrators would like this user/s to see.


  • Vendor User Role can now view Submitted forms in full.

E-mail Notifications

  • New Task Invitation e-mail now has a summary of forms and checklists in the task.

Screen Shot 2019-05-21 at 4.34.18 PM.png


Woohoo! Intelocate is operating smoothly! 😁