Administrator
- Feature
We have added a possibility to set up dependencies on the questions, so if the course participant answers the main question, the system automatically displays another one connected to it.
If the participant didn’t give an answer to the question or select another option that is not a trigger to the dependent question, then the dependent question will not appear.
- Feature
We have implemented some changes in the “Turnover report” so that to make it more efficient and user-friendly.
Some columns in the report were deleted and renamed.
Also, we have added two new columns – the “Kurs namn” and the “Kurs status” which will display the name and the status of the course.
- Feature
We have added the possibility to search the members on the “Person list ” by entering their emails or mobile numbers, so it is easier to find a person in a different way.
- Feature
We have added functionality for the admin to be able to set up the order and number of displayed columns in order to make it simpler to manage information.
When the admin clicks on the settings icon and selects Configure table button, a new window is opened in which the admin can select:
- Which columns to display or not by clicking the checkboxes
- The order of displayed columns by using the drag-drop option
When the changes are applied, the latest saved version of the ordering is displayed in the system. At the same time, by clicking the Reset button, it’s possible to restore the default version of the column list
- Feature
We have added new functionality for the admin to be able to mark the questions as confidential data when creating a new course. So, when the course status becomes Finished or Canceled, the confidential questions and the answers to them will be automatically deleted.
When a user creates a new course and selects any question type except Radio Button, there is a possibility to mark the added question as confidential data by clicking the Confidential checkbox.
Note that questions related to the product (Radio Button option) can not be marked as confidential data questions, since we won’t be able to generate the correct invoice for the course participant in case the questions and answers are deleted.
- Feature
We have added functionality for the admin to get a notification regarding when adding the user to the course, in case the user doesn’t have payment information
When the admin adds the person with the missing payment information to the course, the system displays the following message in the pop-up: “This person does not have the required payment information. Please fill in the person’s payment information before adding him/her to the course“
Note that this validation is only applied to paid courses.
- Feature
We have a possibility to hide the left (navigation) menu in order to have more space for displaying the data.
When the user clicks the LEFT icon button in the open navigation menu, the menu is closed and only icons of the menu items are displayed. And the selected menu item is displayed in a different colour (blue) in order to show that it’s selected. Once, you hover over the hidden menu item you can see the name of the item in the pop-up.
The hidden menu is opened when the same icon (in this case it’s directed to RIGHT) is clicked.
- Feature
We have added a feature for the admin to be able to see the sent communication messages to the person. This feature already exists in the back office.
By clicking the “Logg” tab in the “Persons” tab, the user can see the communication messages that were sent to that person. Once the “Logg” tab is opened, there is a grid opened with the following columns:
– Date – should display the date and time when the communication was received
– Type – should display the type of the communication, in the same way, and the same types as it is displayed in Back Office
– Senders – displays who send the message either it person (in this case, the name should be displayed) or it was sent by the system (in this case display the name organization
– Subject – the logic of displaying the subject is the same as in the Back Office
- Feature
We have added functionality to use the “Go Back“ option on Administrator. This feature works as a history button that directs users to the page where they came from.
The main pages do not display the “Go Back“ button. So when the user clicks on the navigation menu and opens any of them, there won’t be a “Go Back” button displayed.
There are some exceptions that the “Go Back” button will not be displayed:
- If users accessed the page using an external source such as a link, then the “Go back” button will not be shown
- For the wizard form which already has the “Go back” button
- For the pages with multiple tabs, the “Go Back” button always leads to the list, not to the previous page
- Feature
Now, when the admin manually adds a participant(s) to the course after the auto invoicing date of the course has passed, he/she will be notified that this participant(s) should be invoiced manually.
- Feature
We have added the option “Remove a course” from the course list to My Administrator.
There is a possibility to delete a course only with the following statuses:
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Unpublished
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Cancelled
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Draft
Please, also, note, that if the course has invoices, this course can not be deleted but only archived.
- Feature
Now we have the “Levels” and “Companies” lists separately shown in the left navigation menu on My Administrator, so it’s easier to navigate.
Also, on the “Levels” list there is a second-level navigation menu in which the level structures and the list of levels are displayed. When any level structure is clicked from the second-level navigation menu, the list of the level types in the selected structure is displayed on the page.
- Feature
Now, there is a second-level navigation menu in our system. When a user clicks on any item from the second-level menu the related page is opened on the right side of the same page.
- Feature
We have added Månedsrapport to Administrator, on the Settings tab.
Månedsrapport can be taken per invoice issuer and only for the closed period.
Each invoice issuer in Choo has two balance accounts:
- Payments – this account summarizes all payment transactions minus refunds.
- Accounts receivable – this account summarizes all invoices minus payments and credit memos.
Balance is shown in three fields in the report:
- IB (Incoming balance) – is the outgoing balance of the month before.
- Change – has all the changes: transactions and invoices during the chosen month.
- UB (Outgoing balance) – is the calculation of IB with Change.
- Feature
We have added the possibility of tagging several people from the person list with one or several tags.
By checking the needed group of users Administrator can now add, create or remove tags.
- Feature
We have added the possibility to visualize general statistics for the whole organization.
General statistics contain the sum of all the levels we have per organization, which will make it easier to have an overview of the main things that are displayed in the statistics module.