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Roster Export

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...
Janith Rathnayake almost 4 years ago in Ops & Safety (formerly AM) 1 Gathering interest

Form Module Improvements - Ensure dependent fields refresh/clear on trigger changes

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...
Leigh Morkel 4 months ago in Ops & Safety (formerly AM) 0 Gathering interest

Form Module Improvements - Update rules for Personnel Picker

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 ...
Leigh Morkel 4 months ago in Ops & Safety (formerly AM) 0 Gathering interest

Form Module Improvements - Bulk delete for option lists

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...
Leigh Morkel 4 months ago in Ops & Safety (formerly AM) 0 Gathering interest

Form Module Improvements - Bulk import for option lists (checkbox, dropdown, radio, tree)

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...
Leigh Morkel 4 months ago in Ops & Safety (formerly AM) 0 Gathering interest

Form Module Improvements - Instance-specific sign-off assignment

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...
Leigh Morkel 4 months ago in Ops & Safety (formerly AM) 0 Gathering interest

Form Module Improvements - Tiered form sign-offs (AM-I-374)

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...
Leigh Morkel 4 months ago in Ops & Safety (formerly AM) 0 Gathering interest

Form Module Improvements - Move delete button to last column (global UI safety)

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...
Leigh Morkel 4 months ago in Ops & Safety (formerly AM) 0 Gathering interest

Form Module Improvements - Linked (cascading) drop-downs and nested lists

Problem: Need dependent selections. Actionables: Enable “Child field depends on Parent field” configuration. Define mapping/filter rules; clearing parent clears child. Success criteria: Changing parent instantly filters child options; removi...
Leigh Morkel 4 months ago in Ops & Safety (formerly AM) 0 Gathering interest

Form Module Improvements - Tree field search

Problem: Navigating large trees is slow. Actionables: Add search box to filter nodes with highlight and expand to matches. Option to limit to leaf-node selection. Success criteria: Users find nodes quickly; selection model remains clear. Con...
Leigh Morkel 4 months ago in Ops & Safety (formerly AM) 0 Gathering interest