Release notes for Document Management 3.17

Below is an overview of changed and new features introduced in this release of the FourVision Web Apps.

New features

Added the 'Position title' entity in the created templates under the 'Details' and 'Worker's information' section and updated the 'Manager position title' for the placeholder 'Manager position title'
Implemented the functionality to transfer the documents uploaded for the applicant's guide from the Boarding app to the DMS web app like working for 'Workers'

Changes and bugfixes to existing features:

Generic security updates, minor bug fixes and patches
Resolved the issues of key value showing in 'Assignment type' column in the exported file for existing and current values. The assignment type 'Senior manager' changed to 'Level 2 manager' and 'PositionGroup' to 'Position group'. Assignment type accepts lower case and upper case values.
Resolved the issue related to the applicant status showing as hired in the 'Document' web app addressed through the integration between iCIMS and HR Request keeping in view following points

a. When the hiring process carried out through the 'Document web app' and the 'Personnel number' is assigned to applicant, only the 'Position', 'Position start date', and 'Position end date' will be assigned to the worker against the assigned 'Personnel number', while all other fields will be ignored.

b. The fields 'RefRecordID', 'IsHired', 'IsCompleted', and 'IsRejected' cannot be added during the creation of an applicant.

c. The label of the parameter 'Enable to view ‘Hire’ button for applicant' is changed to 'Enable to edit applicant details and view ‘Hire’ button'

Implemented sorting for document categories on the 'Documents' screen, showing document categories alphabetically in both Employee and Manager app
Implemented changes to show the documents for future hire workers in DMS app that are being uploaded from the Request app
Improvements done to add delete confirmation box while deleting criteria and fixed the label overlapping issues

Detailed release information:

New feature 1: Added the 'Position title' entity in the created templates under the 'Details' and 'Worker's information' section and updated the 'Manager position title' for the placeholder 'Manager position title'

Clicked on the ‘Create template’ option

Under the ‘Details’ section, the newly added ‘Position title’ entity showing

Created a new file using entities copied from the template and pasted into the file. Added entities and saved the file. The newly added ‘Position title’ entity added to the file

The ‘Manager position title’ entity added to the file

In the 'Admin' app, on the 'Add new document template' screen, uploaded the created file. Filled the details and clicked on the ‘Add and close’ button

Redirected to 'Document templates' screen, the ‘Created’ type documents template created

Similarly, created ‘Uploaded’ type template

With user 'Simon Lam', login to ‘D365 Finance and Operations’ For the worker ‘Derek SPS Stuart’,

All the worker related details filled in all the necessary fields
Check the ‘002392’ position assigned to the worker

For the ‘002392’ position, the position title showing as ‘Recruiting Specialist’ and reports to the worker ‘Tricia Fejfar’ with position ID ‘000331’

For the ‘000331’ position of the worker ‘Tricia Fejfar’, the position title showing as ‘Project Manager’

On the 'Position details' screen in the 'Admin' app

For the ‘002392’ position, the position title showing as ‘Recruiting Specialist’ and reports to the worker ‘Tricia Fejfar’ with position ID ‘000331’

For the ‘000331’ position, the position title showing as ‘Project Manager’

Login with user ‘Tricia Fejfar’ as 'Manager'. On the 'Documents' screen for 'All workers' under 'Organisational data', under the ‘+New’ option, clicked on the ‘Create document’ option

‘Create document from template’ dialog box appeared, selected the ‘Template type’ as ‘Created’. Selected the template and filled in the details. Clicked on the ‘Create and continue’ button

On the 'Document detail' screen for 'All workers' under 'Organisational data', the document uploaded and all the details showing in the ‘Preview’ section

For the ‘Position title’ entity, the ‘Recruiting Specialist’ position title value showing

Similarly, for the ‘Manager position title’ entity, the ‘Project Manager’ position title value showing

Similarly, created the document using the ‘Uploaded’ template type. Selected the template and fill in the details. Clicked on the ‘Create and continue’ button

On the 'Document detail' screen for 'All workers' under 'Organisational data', the document uploaded and for the ‘Position title’ entity, the ‘Recruiting Specialist’ position title value showing

Similarly, for the ‘Manager position title’ entity, the ‘Project Manager’ position title value showing

Note: 'Position title' entity is used on the ‘My team workers’ and ‘All workers based on role’ screens with the ‘Created’ and ‘Uploaded’ template types and under the 'Worker information' section as well.

New feature 2: Implemented the functionality to transfer the documents uploaded for the applicant's guide from the Boarding app to the DMS web app like working for 'Workers'

On the 'Categories' screen in the Admin app, added ‘AP-Applicant Category’ and ‘AP-Candidate category’

On the 'Edit category group' screen, in the ‘AP-Basic CG’ category group, assigned both categories

Under 'Roles', on the 'Assign manager category groups screen, for the ‘System user’ role, assigned the category group and categories

BOARDING APP setting ( Compatible in Sprint 3.16) Added new applicant and created guide. Filled information under all tabs, under the ‘Personal information’ tab added details showing

Under the ‘General’ tab, in the ‘Default document category’ field, entered the 'AP-Applicant Category' created in the 'Document Management' App

Specify the category for certain activities,

For the ‘Brief history of the company’ activity, entered the document category as ‘AP-Candidate category’

For the ‘Reporting structure’ activity, entered the document category as ‘AP-Candidate category’. Clicked on the ‘Save’ icon. Sent mail, login with guest user and clicked on the ‘Go to guide’ button.

Under the ‘Personal information’ tab, the added details appears

Under the ‘Activities’ tab, upload the attachments and completed all the activities

The transferred attachment showing from the ‘Boarding’ App to the ‘Document Management’ App. For the applicant ‘Albert Dekker’, all the transferred attachments showing with status as ‘End approved’

Note: : If a guide is created for a hired applicant from the 'Applicants' screen, then the transferred documents/attachments from the Boarding web app to the Document management web app on that guide will be visible on the 'Applicant' screen under the 'Recruitment' menu.