The 'Summary" screen has been replaced with a new "Dashboard". On the Dashboard, Ivo can present customised query data whenever staff login. The queries/data can be customised for each staff member. For example, when logging-in to Ivo advocates could be presented with a list of clients that haven't had a file note for more than x weeks, while a manager could be presented with an overview of advocate workload like this -
Phase 2 of the new dashboard function is to look at adding chart/graph functions.
The dashboard also has a new notification -
When logging in, Ivo will automatically review the staff member's records to identify any that haven't had a file note for more than 6 months. Old records that have been left open will generally be counted in current reports, so this function will help keep this problem under control.
Note the "Close Activity" button at the bottom-right of the screen. If staff use this button to close the record then Ivo will pre-fill many of the fields with default answers to make closing these records as quick and simple as possible.
Settings for controlling this function can be found here -
The ability to restrict access to Ivo data according to "Funding Source". That is, you can specify that only certain staff can access the data of clients receiving a particular type of support.
NEW DELETE OPTIONS (ADMINISTRATORS ONLY)
Ivo administrators can now delete Entities and Activities from the "Options" menu on the "Manage Clients" and "Manage Activities" screens -
View Other staff's Clients
When you access staff records from the "Manage Clients" screen, their current clients are added to the navigation tree on the left-side of the screen. This makes it extremely easy to view the workload of an advocate (eg. if they have left or are on leave) -
By default this is only accessible by administrators, however individual staff can be given this access as well -
File notes should load noticeably faster, particularly for records that have a large number (eg. over 100 file notes).
An "All File Notes" tab has been added to the "Manage Clients" screen. It enables you to view all file notes for all activities for a client in the one place -
Alternate file notes in the list are coloured differently for clear distinction (the colour can be customised).
There are now a variety of shortcuts that can be used when entering dates.
For example, typing "t" will give today's date, and "y" will give yesterday's date -
There are also advanced shortcuts such as "stm" which means "Start of This Month".
Please see this article for full details.
The "Contacts" section now contains an "is a contact for" section which shows the entities for whom the currently selected entity is a contact for. It this example, viewing the record for Colin Firth reveals that he is the "Case Manager of Bob Hoskins" -
Note that the right-click context menu now has an "Edit Relationship" option.
More detail when selecting a client while creating a new record
Ivo now searches both given and family names, and additional data columns are displayed (Entity ID, Also Known As, and Client Code) -
Key fields have been added to the check data function, and are now mandatory when closing advocacy issues -
The DEX Export screen has several new options -
The Victorian QDC report has been updated to new requirements.
There have been significant speed improvements to the running of certain queries.
If you require a query to be written for you, there is now an import function available so that we can write the query here and you can import it, making the process much quicker and simpler.