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Release Fact Sheet

iWise 2018 T3 October 2018

Factsheet: New Features & Functionality – iWise 2018 T3 Copyright 2018 Civica Pty Limited

New Features & Functionality in iWise 2018 T3

Contents

1. Introduction .................................................................................................................... 3

2. New Activity Manage Screen (IW-732) ......................................................................... 3

2.1. Landing screen .................................................................................................... 3

2.2. Grid Edit ............................................................................................................... 4

2.3. Update Activity Details (Bulk Edit) ....................................................................... 5

2.4. Edit Cohort (Bulk Add/Delete participants) .......................................................... 6

2.5. Delete Activities ................................................................................................... 7

3. Burst Report Emailing - Review Before Send (IW-687) ................................................ 7

3.1. Report Bursting .................................................................................................... 8

3.2. Notices ................................................................................................................. 9

4. Work flow improvement for Markbook Tasks (IW-737) ................................................. 11

4.1. Academic Period Dropdown ................................................................................ 11

4.2. Bulk Edit Tasks .................................................................................................... 12

5. New Activity Types Screen (IW-733) ............................................................................ 14

6. Pastoral Types Screen Upgrade (IW-670) .................................................................... 15

7. UNLOCK_PRO_TIMETABLING Setting (IW-747) ........................................................ 18

8. Leave pass text can be customised (IW-765) ............................................................... 19

9. Jasper v6 Support for iWise (IW-707) ........................................................................... 19


1. Introduction

The purpose of this document is to provide details of the new features and functionality that will be available with the next release of iWise

iWise 2018 T3 (Release date: October 2018)

For additional information, e.g. details on bug fixes and additional minor improvements please refer to the Release Notes.

2. New Activity Manage Screen (IW-732)

The functions of the Activities bulk add and Add Participants screens (Pastoral / Activities / Add

Participants and Pastoral / Activities / Bulk Edit) have been combined into a new screen which

makes it easier to manage activity participant records.

2.1. Landing screen

The main screen can be accessed through Pastoral / Activities / Manage (new). The top

section can be used to search and display all related activity records. Below shows records for

Concert Band with a start date of 12/07/2018:


2.2. Grid Edit

Clicking the “Grid Edit” button at the bottom of the screen will switch the grid into an entirely

editable grid allowing individual records and fields to be changed quickly and easily if

necessary. Changes will be saved as focus leaves the field. Click “Grid View” button to return

the grid back to standard view mode.


2.3. Update Activity Details (Bulk Edit)

Clicking the “Update Activity Details” button will display a popup allowing the user to apply bulk

changes to all records on the screen. Changes can be applied to all records displayed on the

grid, or selected items only. To make a change, update any required value, then press “Update

All” button to apply the change to all records displayed in the grid or “Update Selected” to apply

the changes only to records which have been selected with a checkbox.


2.4. Edit Cohort (Bulk Add/Delete participants)

Clicking the “Edit Cohort” button displays a popup allowing bulk selection/addition/deletion of

participants for an activity. The right hand “Selected” grid shows all current participants.

The left hand search area can be used to search for candidate contacts by Name, Group Type,

Group and contact type then clicking go. This will update the middle Search Results grid with

the candidate users. From here individual contacts can be added by clicking on a record, or

“Add All” can be clicked to add all users. The following example shows that the Pastoral Group

11.1 has been searched and displayed in the Search Results. “Add All” could be clicked to add

these to the activity.

Cohort records can be deleted individually or via “Delete all” on the right hand grid.


2.5. Delete Activities

Activities can be deleted individually by clicking the red cross next to an activity or by selecting

multiple items and clicking Delete Selected. A confirmation prompt will be displayed before

committing:

3. Burst Report Emailing - Review Before Send (IW-687)

If configured to do so, a report setup for bursting now has the capability of staging notifications

to the iWise Notice queue before sending. Instead of immediately emailing the report to the

designated recipients, iWise will create a Notice record instead and attach the pdf file to this and

add the relevant recipients to the notice. The notice is created with a default status of "Pending".

This means that the user can now review the batch of notices/emails before they are actually

sent.

To activate “review before send” for report bursting, please contact Civica to arrange for the

projects team to configure the burst script accordingly.


3.1. Report Bursting

Access the reports area through Reports / Directory. For reports that have bursting configured,

entering the required parameters and click the “Email Recipients’ checkbox and fill out details

as necessary.

Once Run & Send Report is clicked, a confirmation popup will display showing the number of

reports generated, notices created and direct emails sent. The below prompt indicates that

these reports have been queued as notices pending approval:


3.2. Notices

Access the notices through Home / Messages / Notices to see the newly queued notices. Here

you can review and confirm the list before approving the final mail out. The yellow dot indicates

pending notices:

To bulk approve all notices for a batch, select one of the newly created notices, select “Bulk

Approval” from the Actions dropdown and click go:

This will display the bulk notice approval list. Review the list then click “Approve All” to

release/email the notices.


Notices can also be approved or adjusted on an individual basis if necessary:

Once sent, the status will change from pending (yellow dot) to approved (green dot):


4. Work flow improvement for Markbook Tasks (IW-737)

4.1. Academic Period Dropdown

In the full task edit popup screen in the Markbook, on the Publishing & Scaling tab, when you

change the "Academic Period" the Publish fields below this will now automatically reload

reflecting the correct settings for the academic period selected. Previously you had to reload the

screen. ‘Academic Period’ has now been added to the dialog off the ‘Quick Task Edit’ right click

action in the grid.


4.2. Bulk Edit Tasks

The "Bulk Edit Tasks" action has been added to the actions menu on the main grid. This allows

you to edit certain values for a range of tasks in a single operation instead of editing them

individually one at a time.

Select “Bulk Edit Task” from the actions dropdown and click go:


A Bulk Edit Tasks popup will display showing a list of the tasks from the screen:

Select the tasks to bulk edit then click the Edit button to display the “Bulk Task Edit” popup.

Here you can update a value and click “Apply to selected” to have that change applied to all

selected tasks:


5. New Activity Types Screen (IW-733)

There is a new screen for managing "Activity Types" (Pastoral / Activity / Types) which provides

a more efficient way of maintaining your Activity Types in iWise.

The top section allows searching for an activity type. The left grid displays a list of activity

types. Select an item to load the details on the right side.

Permissions Tab


6. Pastoral Types Screen Upgrade (IW-670)

The Pastoral / Types screen has been upgraded for faster work flow. The new layout allows for

easy searching, selection and management of pastoral type records:

General Tab

Due Date Tab


Permissions Tab

External Permissions Tab


Notifications Tab


7. UNLOCK_PRO_TIMETABLING Setting (IW-747)

There is a new setting available for use in the iWise Settings area (Home / Admin / Settings)

called UNLOCK_PRO_TIMETABLING. Switching this on will show 2 more tabs on the

Timetable Manage screen (Calendar / Timetable / Manage -> Edit Timetable). The tabs are

"Manage Classes" and "Allocate Periods". Typically these are functions that you would do in

your external Timetable package and then republish. By switching on these tabs you can now

publish the Timetable once to iWise and then make minor updates and tweaks to the timetable

going forward in iWise.


8. Leave pass text can be customised (IW-765)

The leave pass can now be customised by the school using the new setting

ABSENCE_LEAVE_SLIP_CUSTOM: HTML data that is used to replace the default leave slip in

iWise. If you need a smaller or custom-formatted leave slip, enter the HTML data (what would

normally go between the tags) here and it will be used in place of the default leave slip. Ignored

if left blank. Leave slip now prints centered on an A4 page (same as late slip). Access via the

standard settings screen Admin / Settings and enter the custom text as necessary.

Available tags that can be used in the leave pass text include: <CONTACT_ID>,

<STUDENT_NAME>, <FIRST_NAME>, <HOME_TITLE>, <DATE>, <REASON>,

<LEAVE_DATE>,, <TIME>, <PASTORAL>, <HOUSE>, <YEAR>, <STKEY>,

<SCHOOL_NAME>, <SCHOOL_PHONE>, <SCHOOL_ADDRESS>, <NOW>

9. Jasper v6 Support for iWise (IW-707)

iWise now supports Jasper Reports v6. The report designer is Jaspersoft Studio v6.5.1.

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