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This will allow users more control over their actions and notifications allowing them to be filtered based on status and the area they are in.
My ToDo’s
We have added a new actions screen that provides a way for users to see all of their actions and filter and search them. The screen also lists out any custom tasks that have been created by the user (via the use of the “Add custom task” button in the screen header).
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Custom tasks can be allocated to an area (Appeals, Assessment, Assessment Booking, Assessment Schema, Assign Apprentice, Certification, Contracts, Gateway, Integrations, Planning, QA and User) and have one of three statuses:
To Do
In Progress
Complete.
Buttons have been added to allow the transitioning a custom task from To Do → In Progress, and from In Progress → Completed.
The default view is that all tasks/actions To-do, and In Progress are shown by default, along with any tasks that have been completed that day. The date a task was completed, can be found by hovering over the green completed badge. When filtering by type and area, the same tasks/actions will appear dependent on the filters selected. The exception is when the completed option on the status task is selected, in which case all completed tasks are shown regardless of the date they were completed.
Permissions
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This screen introduces new permissions (assigned to the following user roles by default: Owner, AO, QA, EPA and EPAM) under the “Todo ” heading, listed below: |
Create Custom TaskThis will allow the user to create a custom taskDelete Custom TaskThis will allow the user to delete a custom task that the ownRead Custom TaskThis will allow the user assess to the My To-do’s listing screenUpdate Custom TaskThis will the user to edit a custom task that they own
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Notifications Screen
We have added a new notifications screen that provides a way for users to see all of their notifications and filter and search them. The screen also provides bulk actions for marking the selection as read, unread or delete.
We have also added a new “Make Task” button which will automatically create a new task for the notification.
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The notification side drawer now also shows the most recent notifications with a link to the screen to see all of them.
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