Ref # | Feature name | Release Notes |
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Hide Bank/Trade Profile Content | The business profile and registration pages no longer capture/show bank account and terms of trade content. |
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Prompt/Guidance When Adding Business Profile | Additional guidance has been added for users as to if/why they should create business profiles. |
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Validating Compliance for Optional Items | You can now validate Optional requirements. There is a new filter (Optional) and column (Requirement) |
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Rejected Compliance During Onboarding | When a compliance item is rejected during onboarding, the email directed the user to login to the portal, which they did not have access to. It now directs them to the Account Update process instead. |
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"Works Onsite" Button Invite Contacts | The "Works Onsite?" label has been changed to "Safety Contact?" An information icon is shown, encouraging the user to click and see a tooltip that explains this field "Tick if the contact either works onsite or uses this Safety Portal." |
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Approved Button & Compliance Required? Status | Within the Contact screen the Compliance, Inductions and Tasks accordions have been moved up. The Inductions accordion now also shows Closed inductions by default. When in the Approval stage of Onboarding and you select Manage Compliance from the contact screen there is new functionality.
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New Compliance Type for Bank Account | A new Compliance Type has been added to the class Document, called "Proof of Bank Account" |
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Compliance attachments ability to specify which licensee can view | When a supplier is connected to more than one licensee they now have the ability to specify who can see their compliance documents. NOTE - The ability to specify which licensee the documents are visible to will be made available in the Onboarding process in the next publish. |
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Supplier People to Add Staff | It has been easier for suppliers to add their staff. A staff member of a supplier who has the "Supply User" role and is logging into Supply WebUser can access the "Add Staff" button on the My Team page. |