Ideas

The roster has 3 views called ROSTER, ACTUAL and HYBRID. When we select any of these views and export the roster, it always comes with the 'Rostered' view....Users would like to export the roster depending on the 'View' they have selected. This is...

It may be useful to be able to include standard Task Leg details to a specific task as a template in the Scheduling Task Type Setup. This will make it faster and easier for clients who need to create a large number of scheduled tasks that require ...

Currently, we have RCO's who are dual trained and perform ACO shifts on the roster. Currently, we can tour between bases, but not departments. It would be really beneficial if the system did not restrict the ability to tour between departments (es...

Problem: Fields don’t clear when trigger becomes null/changes. Actionables: Standardize dependency behavior: on change, recompute; on null, clear targets. Provide visual indicator when a field is auto-updated. Success criteria: Dependent fie...

Problem: Can’t auto-populate related data when personnel chosen. Actionables: Allow “On select” rules: fill department, base, contact from personnel profile. Support clearing those fields if personnel is cleared. Success criteria: Dependent ...

Problem: Removing many options is tedious. Actionables: Multi-select with “Delete Selected” and confirmation. Provide search/filter to select ranges. Success criteria: Admin can delete large sets of options quickly and safely. Cont...

Problem: Manual option entry is slow. Actionables: Support CSV/paste import with columns: label, value, group (optional). Validate duplicates; provide merge/replace modes. Success criteria: Admin can import hundreds of options reliably; erro...

Problem: Global sign-off list not granular; everyone notified. Actionables: On form creation, allow selecting specific approvers for that instance. Notifications limited to selected approvers; visibility rules respected. Success criteria: On...

Problem: Multi-stage approvals needed. Actionables: Configure stages (e.g., Level 1 → Level 2), criteria, and per-stage assignees. Conditional routing based on field values or form type. Notifications per stage; lock edits post-sign-off i...

Problem: Delete in middle column causes accidental clicks. Actionables: Standardise delete action placement to right-most column. Add confirmation for destructive actions; support Undo when possible. Success criteria: Fewer accidental deleti...