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Mobile App (12)
MT (41)
Notes added to a Client Record displayed in a report
As a SC agency, any notes added directly to a client record are not present in any report. If we could populate the employee notes report to display this information and enable it for SC agencies.
0
1
A pdf report of all forms completed in a certain period
a user to be able to download a single pdf of all forms completed in a certain duration, based on client or employee.
0
1
Employee Name and Details on a form export
When a form copy is printed, print the completed by(Employee name) on the pdf downloaded
0
1
Signature field on phone
Signature field on the form to be accessible through the app.
0
1
Submit Timesheet through Mobile App
A employee to be able to submit their timesheets
0
1
Capture Initial submission and resubmission date for a rejected MT
A company would like to also know the date a MT was first submitted for review. We currently update the submission date when an MT has been rejected and resubmitted
0
1
Section 15, completed by date to be the same as contact date
The date present in section 15 of the monthly and quarterly MT should be the same as contact date in section 1
0
1
Add a additional field to a contact
Allow to enter a note regarding the contact information
2
·
in progress
1
Report of all contact Information for the agency
A report which contains all contact information that is added for an agency
2
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in progress
1
Unmark attendance before removing a client
Do not allow a client to be deleted from a session they are marked present for.
1
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in progress
1
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