Application Release: May 13th, 2015

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Module Enhancements

 

 

Feature

  • Contact information multi-row field in the Add window for Individuals and Organisations

Benefits

  • No need navigate to the Contacts tab to add the contact information.

 

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Feature

  • Subject Category is now a multi-selection control in Issues, Grievances, Commitments and Informal Consultations

Benefits

  • You can tag multiple categories to one record

 

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Feature

  • Location and Project are automatically filled in on certain Adds, like Add a Grievance when in a Meeting

Benefits

  • Less information to be typed when creating new records

 

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Feature

  • Activate or Deactivate breakdown values

Benefits

  • Allows to hide breakdown levels of KPI which are not required for future data entry, while still keeping them available for past reporting

 

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Feature

  • Duplicate Data Entry Forms

Benefits

  • Allows the user to copy all the KPIs configured from another Data Entry Form (Year) to a new Data Entry Form

 

 

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Application Enhancements

 

Mail handler

Feature

  • Send emails to the system to create Informal Consultations or Grievances
  • Emails can now also be in sent HTML format, not just text.
  • Attached documents to the email are stored in the application

Benefits

  • Enter information in the system by sending an email from a phone or another remote platform
  • Security is managed through validation of the sender’s email address

 

TO : myproject@boreal-is.com 

SUBJECT: [EPA] Title of the Informal Consultation or Grievance

 

#Type=informal_consultation

#Project = Corporate

#Location = Sherbrooke

#Stakeholder = I-01632, I-00018, I-00686

 

Description of the Informal Consultation or Grievance

For more details : Creating Consultations and Grievances From Email 

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Platform Enhancements

 

Import stakeholders and locations from Excel

Feature

  • Perform massive imports of Individuals, Organisations or Locations
  • Experience a user-friendly interface
  • Available from the list form, or from the Settings menu
  • Imports jobs may be 'Reverted' for a period of 5 days following the import

Benefits

  • Upload all your contacts rapidly (ex: Linked In)
  • The application supplies the template required.
  • Validation is performed immediately
  • Enforce integrity: If the file contains errors, none of its contents is loaded
  • Mandatory fields are indicated in the Excel template

 

 For more details: Importing Excel spreadsheet into BoréalisCSR

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Export documents into archive

Feature

  • Export all documents from current record and from all directly related record
  • Export is compressed into a zip file

Benefits

  • Can download all documents with one click 

 

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Display more items in your list

Feature

  • ‘Show XXX’ appears at the bottom right of a grid.
  • Select the number of records you want to see in the grid (max 200)

Benefits

  • See more records when required
  • Perform batch actions on records shown

 

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Export Analytics Graphics

Feature

  • Export graphics generated with Analytics in PNG, JPG, PDF or SVG

Benefits

  • Incorporate graphics in other documents 

 

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Hide sections

Feature

  • Hide entire sections through configuration tool

Benefits

  • Allows the additions of new sections visible for some customers only
  • A step in making the application ‘regionalized’

 

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Notable Bug Fixes

  • Performance Reporting: Batch action on empty grid causes error
  • General: Spanish translation corrections

 

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