System Updates
Autumn 2023
SMCR
Release of v2 of SMCR to bring further configurability – refer to the spotlight on SMCR for more details.
Compliance Advice
Enhanced Export from CAR Register
- Amendments to the tags and topics section, allowing custom fields to be linked to a particular topic
- When a user selects a topic for a compliance advice request they are then presented with additional custom questions to ensure the compliance team get the right information
FileChecker
We have added hyperlinks to tasks to make it easier for users to complete follow up tasks when looking at the completed file.
From the completed file, all tasks can now be viewed/completed by clicking on the link as demonstrated below:
Details regarding autofailed reviews have now been added to:
- The report – When clicking Show Report, details of autofailed questions are now shown.
- The Review Page – when a file has been sent for QA, allowing a QA reviewer to easily see where a file has autofailed.
- In the result column on the FileCheck Register
Document Manager
Adding Files / Documents
- When using folder structures, a document will now be added into the folder you select.
- For bulk upload, users can select the appropriate folder for upload.
- Moving Files / Documents
- Files can now be moved into sub-folders where required.
PA Dealing Register
- Small amends to the confirmation reports to include the time stamp within reports / exports
- Display PDF reports to managers within the system