Release notes for Document Management 3.16
Below is an overview of changes and new features introduced in this release of the FourVision Web App.
New features
Added an email template for 'Document expiration' to send an email to the Manager and Employee through the Scheduler job and the user can change the frequency to 'Onetime', 'Daily' and 'Weekly' respectively
Added a filter option for 'Exited' and 'Pending' to find out the workers' status on the 'All workers based on role' screen and also added a parameter to check the past workers
Changes and bugfixes to existing features:
Generic security updates, minor bug fixes and patches
Increased the field length of the 'Document template' field to '60' characters for the Document Templates
Improvements done to fit the image into the screen when uploaded for any worker in any of the documents
Resolved the issue of the user accessing the documents that he doesn't have access to, by using a direct URL
Resolved the issue of when the 'Personnel number' is already assigned to the applicant through the API in the Request web app then we are hiding the 'Hire' button for the applicant in the Document web app
Detailed release information:
New feature 1: Added an email template for 'Document expiration' to send an email to the Manager and Employee through the Scheduler job and the user can change the frequency to 'Onetime', 'Daily' and 'Weekly' respectively
Added an email template for 'Expiration notification/email' with the default text and placeholders
Updated the scheduler type to ‘Notification/email for expiring documents’
Set '5' in the ‘Soon expiring document content (in days)’ field on the Parameters screen
In the Manager app, the list of the soon to expired documents
In the Employee app, the list of the soon to expired documents
The scheduler added the ‘Notification/email for expiring documents’ type with the status ‘Waiting’
When the scheduled job is ‘Finished’
With the user ‘Claire Kennedy’ (Line manager), the email was received. Click on the ‘Details’ button
In the Manager app, it will redirect to the ‘My team expiring content’ screen under the selected ‘Expiring soon’ tab, the expiring soon documents showing
With the user ‘Brooke BD Drynan’ (Employee), the email was received. Click on the ‘Details’ button
In the employee app, it will redirect to the ‘My team expiring content’ screen under the selected ‘Expiring soon’ tab, the expiring soon documents showing
The user will also receive in-app notifications for the expiring documents like earlier
Note: The user can change the frequency of the scheduler job to 'Onetime', 'Daily' and 'Weekly'.
New feature 2: Added a filter option for 'Exited' and 'Pending' to find out the workers' status on the 'All workers based on role' screen and also added a parameter to check the past workers
Added two new worker statuses as ‘Pending’ and ‘Exited’. By default, the ‘Active’ filter is applied
Set ‘Worker status’ as ‘Pending’ with ‘Worker type’ as ‘Employees’, filtered records showing ‘2 item(s)’
Set ‘Worker status’ as ‘Pending’ with ‘Worker type’ as ‘Contractors’ and filtered records showing ‘1 item(s)’
Set ‘Worker status’ as ‘Pending’ with ‘Worker type’ as ‘Employees’ and ‘Contractors’, filtered records showing ‘3 item(s)’
Set ‘Worker status’ as ‘Pending’ and ‘Exited’ with ‘Worker type’ as ‘Employees’ and ‘Contractors’, filtered records showing ‘13 item(s)’
Under the ‘Parameters’ tab, added a new parameter ‘Number of year(s) for past worker(s)’. By default, the value is set as ‘1’
The validation message is added if the user will try to empty the ‘Number of year(s) for past worker(s)’ field
As per today's date ‘12/01/2024’ and the ‘Valid to’ dates of worker ‘April Stewart’ and ‘Benard Macro’ showing as ‘12/01/2023’ and ‘11/01/2023’ respectively
On the 'All workers based on role' screen, set the filter as ‘Exited’ and the exited worker ‘Benard Macro’ not showing. Only the workers exited within ‘1’ year showing, as ‘1’ set in the ‘Number of year(s) for past worker(s)’ field
For any worker, click on the ‘Documents’ option
‘Create document’ for any of the workers
The ‘i’ button added with hover text on the 'Legal entity' field
Enter the details and click on the ‘Create and continue’ button
The details of the created document showing
