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Mobile App (15)
MT (48)
Sessions for a day
A user being able to duplicate all sessions created for a certain day as schedules can be same across days
0
1
Recurring sessions should have a start date
While creating a recurring session, the user should be able to denote when the session starts. Currently we only take the end date and recurring is from the next day onward.
0
·
MT
1
EVV Readiness Report
The DDD Tier is a required field for EVV and should be a part of the readiness check
1
·
under review
1
Timesheet Summary Page
Support has access to Client accounts as employee with an admin designation. The agencies would like to exclude these accounts from reports and the timesheet summary page This also happens to the EVV readiness report as we are a part of that and the BI Dashboards too.
1
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planned
1
Attachments / Documents to be added to a form
Being able to attach a document or photo to a form that has been filed in. This could include a survey repones that happened via email added to a form on FieldWorker.
1
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under review
1
The Debarment report email to be sent to designated employee emails.
The debarment reports needs to be run every month. Agencies have a certain employee who would be running these checks. The agency should be able to specify who the employee is that will receive the email or be able to set the email notification to be sent to all admin designations. The email could include that the debarment report has not been run for your agency for the current month
1
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under review
1
Employees being able to message each other in the app. Webapp and mobile app
Employees should be able to send and receive messages on FieldWorker. The conversation can be between and admin or Fieldworker/Support Coordinator designation. Client information would be shared across multiple employees in a chat conversation. The ability to attach documents in chat A group conversation can also be created between various employees.
1
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under review
1
SC Agency would like to see a map of all client locations
Have a map of client address which also include employee address for scheduling efficiently
1
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MT
1
Automatically Update AgencyType Attribute for Companies in Customer.io so it is easy to segment agency by type. Perhaps worthwhile to identify the agency's key employees as well with an attribute to better segment/target for messaging
Have created an attribute called AgencyType which has been manually populated.
1
1
Customer goals to be shown on downloaded/printed forms as well
Currently, when a form is downloaded, it does not display the customer goals. The goals are only visible if you're viewing the form in Fieldworker. Request to have the goals displayed in the downloaded/printable forms as well
2
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under review
1
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