Did you know?
Themes to Enhance your Enterprise
ⓘ You now have a newly designed theme and skin for the entire Enterprise experience. You can change the theme - or the skin within many themes, by selecting various options in the top-left menu:
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| Change themes and skins |
You can read documentation on Enterprise, and become a pro!
ⓘ We've written several documentations and tutorials for Enterprise, that you might find helpful. Simple open your InvGate Ticketing System page, login and choose "Articles" from the left menu. Navigate (on the top-right) to the Categories "Hamaspik Enterprise" or "Standard Operating Procedures >
Enterprise Usage Standard Operating Procedures". This is just the beginning; More articles to come soon. Stay tuned!
But what if the Task became inapplicable?
How many times have you encountered a situation where a Task was created for you in good faith, but has lost it's applicability? Deleting it, would break the chain of records. Marking it as completed, is just a lie, and will make your nose grow... Postponing it, is just pushing off the problem, with reports still providing false data.
Boy, have we got a solution for you! In the coming days, we'll be rolling out a new feature, where a Task could be marked as "Declined" or "Canceled," clearly labeling it as neither completed nor needed to be completed ever.
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Decline a Task
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Write a reason for the decline
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And - if you're more of a bossy type (i.e. a Director) - you can control from a task Template whether the user will be able to Refuse a Task, and whether the user will be required to enter a reason for the refusal. If not required, you still have the freedom of speech, and can always provide a reason voluntarily (covering yourself in case of a managerial audit).
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Allow/disallow declining with/without reason
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Updates
Tasks and Explorer
Core
- Long-awaited "Decline" feature; Read above
- Improved data accuracy
Individual Explorer
- Excluded Timesheets from the top-level Program, if it's being shown in the mapped Timesheets folder
Individual Plans
- Prevent deleting Plans that have children
- In the future, you'll be able to remove relationship, allowing deletion
Program List
- Add or edit Programs with keyboard shortcuts
Timesheets
Data Entry
- New switch "Live Validation"
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Live Validation switch and Recalibrate method
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- Will allow smoother sailing with swift interface before turning on violation checking
- You can always recalibrate (check again for violations)
- You must recalibrate before saving, if changes were made
- Added filter to only enforce timesheets approvals for Programs that have "Requires Approval Units" turned on
- Check again for Rate Bracket matching, and process against all violations, upon changing Program for existing Timesheet
- Allow manually changing Rate Bracket
- Coming soon: "Save as Draft" option
Batches
- Enabled processing & exporting batches from processing screen without edit screen
Imports
- System will new try to assume proper Rate-Bracket for eVeryo Timesheets, upon import
- New popup upon eVero import, reminding user to open Timesheets to calibrate Rate-Brackets, for lines that automatic assignment failed
Reports
- Fixed Overnight Report error, and drastically optimized speed
MongoTEL integration
- Integrating MongoTEL is almost completed. You can now see incoming calls from your Individuals and family, as well as employees and providers.
- Coming soon: Click to open Individual/Employee profile, as call comes in
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Enterprise shows incoming MongoTEL phone calls
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Main & Security
- New themes and colors; read above
History Log
- Use computer username for auditing, when login name is null (before logging in)
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