2023-05 May Updates

Mostly minor updates this month with just a couple of notable changes.


Registers - KPI report

There's a new export for people tracking monitoring data, objectives, performance data, etc using the KPI field in the Registers module.

Look for the grid tab over on the right hand side with the other view tabs:

Like the other export tab, clicking this will immediately download a csv file. The report shows the KPI data from the last 12 months of records for each Register in your current search results, e.g.,

Here's more info on the new KPI Report.


Automatically update Issue / Incident status

Now when any user adds an Action to an Issue (or Incident), the status will update automatically according to the Action Type - as long as it's moving forward. If you need to move the status backwards, e.g. to re-open an Issue, you can do that by editing the Issue (permission based) and selecting a status from the dropdown menu.

If you've upgraded from a previous version of QSToolbox, this is just about restoring functionality, but if you started on this version, it might be new for you.


Other changes:

  • restored 'followers' tab for employees in the Training module to allow add/remove followers
  • made column sorting case insensitive for employee name, email
  • fixed a bug where tasks for inactive assets and inactive projects appeared on the work list
  • assets 'Bulk Actions' now include updating the location field
  • the default listing of Events now also shows events scheduled for today
  • enabled QR codes for Issues, Employees, Contacts - use them in QC Hold tags, ID cards, & more!
  • the Asset and Contacts Records list views show a column for linked issues
  • when creating forms, the assignee will default to the creator
  • asset charts no longer show inactive or deleted projects
  • in Assets, Contacts, Training we now show the record expiry date rather than 'expired'
  • fixed a bug that allowed observer users to add new Issues from a register, asset, contact, record
  • users won't get automatically added as a follower just by editing content