2.0

New Features

Dashboard Templates

This gives administrators the power to create a set of templates which dictates what users of the system see on their dashboard whenever they login. Each template can be assigned to one or many roles so that when a user with that role signs in they see a dashboard with links and information that is most relevant to them.

If a user has multiple roles each with their own dashboards then they will be able to switch between these dashboards in order to quickly get at the information they need.

Signatures

You can now add signature boxes to your event types. This means that you can ask people signing someone's work off to provide a physical signature in those situations where this may be appropriate.

Registration and Approval

This expands the range of options that administrators have when choosing how users can respond to invitations. You can now decide whether people responding to invitations will be required to create an account first, or whether you can let them choose for themselves.

Secondly, you can set whether these responses need to be sent for approval or whether they should be simply appear in Kaizen straight away. If you choose to approve responses then it's now also possible to allocate different roles within the system to perform this approval process. This can all be done per event type, so that different roles can approve different types of response.

Fixes

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• New email invitations

• New quick fill forms for responding to an invitation direct from an email

• New pending sections area to approve/reject/edit responses

• Event types and report templates can now be duplicated. This opens a brand new draft with all the same content ready to be edited

• Events can now be edited per section rather than overall. The 'edit' button therefore appears when viewing the event and not directly on the timeline

• Saved drafts now appear both on your own timeline and the timeline of the person for whom you are creating for

• New and improved document area

• Relation information shown in profile tiles now links directly to the event which created it

• Invitations can now be rejected directly from your to do list

• New 'my connections' tile to display other users you can view

• New 'text' tile to display formatted text and embedded YouTube and Vimeo videos

• When viewing other peoples' goals we now display whether any events are private or have been deleted since they were linked

• Experimental and offline settings have now been removed. These will be added back in for the next major release.

• Timeline data loads first before advanced search to speed up loading

• Improve detail of error outputs when uploading CSV of responses

• New role 'organisation admin' which can be assigned to users needing full administration permissions for your organisation

• Kaizen logo is now clickable to quickly return to the dashboard

• Improved event workflows to increase reliability and speed of sending invitations

• New audit log styles to improve legibility

• When viewing events any empty fields are not displayed

• New login screen to kaizenep.com