This article provides an overview of the features/updates the product development team have delivered in the 13th November 2024 release. (Sprint SPO84)
IN THIS UPDATE:
- Check-In Progress Bar for Leaders
- Inventory Updates:
- New Columns added to Location Item Listing
- Bundles Tab added to User Profile
- Inventory Item Category added as a Term
- New Automation Action to Unassign a Bundle Template from a User
- Updating the Status of a Bundle
- See Item at Location Option added to Location Item Listing Action List
- Export Ability added to the Location Item Listing Action List
- Ability to view Bundles via the Bundle Listing
- Ability to Add an Item via the Location Item Listing
What’s New 🚀
Our dedicated team has been working tirelessly to enhance the Rosterfy platform, focusing on user feedback and evolving industry needs. We are excited to introduce a variety of new features designed to improve functionality, streamline processes, and enrich the overall user experience.
Check-In Progress Bar for Leaders
Shift leaders can now see a live progress update of check-ins per shift.
Inventory Updates
We have made a number of additions to inventory management within this update, find out more about these below.
New Columns Added to Location Item Listing
Two additional columns are available to be configured within the location item listing:
- Packed
- Ready to be Packed
Bundles Tab Added to User Profile
When visiting the User Profile page, as an Admin, a bundles tab will be visible.
The tab will display a list of all bundles for the current User, including the:
- Pack
- Status
- Collection Date
Note: You will need to have Inventory Bundles permission enabled to see this tab.
Inventory Item Category added as a Term
Administrators can now update the terminology used for the Inventory item category.
This can be found updated by navigating to Settings > Terminology > Reward & Recognition tab.
New Automation Action to Unassign a Bundle Template from a User
A new automation action has been added to unassign a bundle template from a User, with two actions available:
- Unassign - This action removes the bundle assigned to the user as well as the items in it, so it won’t affect the stock count.
Note: A bundle will not be unassigned if it has items that have already been packed or distributed.
- Cancel - This action sets the bundle status to Cancelled. This only applies to items without the status of:
- Distributed
- Exchanged
- Damaged
Updating the Status of a Bundle
When updating the status of a bundle through either the bundle list view or the bundle update view, if the items have not been distributed or voided, all items sharing the same status as the bundle will also be updated to reflect the new status, provided there is adequate stock available.
The item listing will need to be refreshed to display these updated statuses.
In cases where stock is insufficient, the administrator will receive a stock warning. If the administrator has the necessary permissions, they can override this limitation, allowing the stock count to go into the negative.
See Item at Location Option added to Location Item Listing Row Actions
The Location Item Listing, now has an option of See Item at Location available in the row actions list. When clicked, you will be taken to a filtered list of the items at that location.
Export Ability added to the Location Item Listing Action List
The Location Item Listing now has the ability for you to export the list to excel or csv. The file will include any column that is currently selected on the Location Item Listing.
Ability to View Bundles via the Bundle Listing
View all bundles for this bundle template added to the row actions in the Bundle listing.
When the user clicks on view all bundles for this bundle template you will be taken to the to the specific Bundle List for that template.
Ability to Add an Item via the Location Item Listing
An Add button has been added to the Location Item Listing, when clicked, a pop-up will appear allowing you to complete the necessary fields.
Once saved, the Location Item Listing will update with the newly added item.
Minor Enhancements / Fixes ☑️
A number of minor enhancements / fixes have also been made to the platform and are outlined briefly below.
Forms Permission added for Lite Admin Roles
Lite Admin Roles now have the option to allow permissions for Forms within the platform.
Ability to Show Date Fields as Dropdowns on Forms
Date fields have the ability to be shown on forms as a dropdown,