External Users: Manage suppliers and clients in Omnitrack

Important Omnitrack features such as reminders and automations require users to sign in to the system when filling out your form. This is complicated for use cases such as Supplier Assessments and Client Onboarding as it’s difficult to manage both internal people (employees) and external people (suppliers or clients) who need access to forms. This can lead to problems such as external people having no way to log in, thus resorting to using anonymous forms (which do not require sign in), at the expense of losing powerful tracking and follow up features. With Omnitrack’s new feature, admins can easily manage form access when there are both internal and external people trying to access them.

Here’s how it works:

Step 1 – Navigate to the Users page and upload your existing list of suppliers to the new External Users tab. The system will now use a smart login mechanism to direct internal users to Single Sign-On (if enabled) and your external users to the standard login page.

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Omnitrack has released a powerful new feature: customisable buttons. This new feature takes flexibility for your workflows to the next level. Custom buttons allow you to add your own action buttons, with your own wording and colours, at each stage. Instead of just the generic ‘Submit’ or ‘Save’ buttons, you can now add buttons to look, say and do whatever you want them to. 

This new feature gives the admin a lot more choices in terms of what they can do as a next step for the submission. With this no-code software, you can build the workflow exactly the way you want.

When you use this feature, you can customise any workflow with action buttons. 

How does it work?

Once a custom button has been created, instead of the regular “submit” button users see at the bottom of most forms, they’ll see the customisable button instead.

As the administrator, you can decide how the button will look, what it will say on it, and what will happen when a user clicks the button.

How do custom buttons work?

• For any form, go into edit form

• Click on automations

• Click on “custom buttons”. When you do that, you’ll see a list of existing buttons plus any custom buttons that you’ve already created. There you’ll also find all the information about the buttons; i.e, their name, what they looks like, which forms they displays on, which statuses they display in, and any automations that are associated with the button. You’ll also see whether the button is “system” or “custom”. 

• To add a new custom button, press “add custom button” in the top right. 

• Select if you want the button to display on the end user form, or admin form. 

• Choose what you want to display this button for, write a label for the button, and choose a color for the button, and whether you want the button to be filled or outlined. 

• You’ll be able to see a preview of the button on the left.

• That’s it! When you go back to the form, you’ll see your custom button appearing at the end of the form.

Say goodbye to fragmented processes and manage all your filing obligations with Omnitrack

Omnitrack is a powerful yet flexible data collection and reporting tool. Its established use cases include an AML client onboarding workflow, a gift and hospitality register, and a GDPR compliance suite. VinciWorks has also recently launched the Omnitrack Filing Calendar, which means you can now use one system to track all filing obligations, send reminder notifications and upload documents evidencing compliance. 

Before we take a closer look at the Omnitrack Filing Calendar and one of its template workflows, this blog will outline some of the key challenges compliance staff face when managing filing obligations. 

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As we approach the end of 2021, many organisations will be thinking about appraisals. Whilst employees and management alike may not always look forward to them, appraisals can significantly contribute to success, when done correctly. 

But why stop at reviewing employee performance? Why not consider overhauling your entire appraisal process too? VinciWorks has recently launched the new Omnitrack HR Suite, which includes an employee appraisal solution. The customisable workflow encourages employees to evaluate their performance against company values and goals. Its structure also guides in-person meetings and can be used to record areas for improvement. 

Before looking closer at the Omnitrack appraisal tool features, this blog will outline some objectives of the appraisal process and explain why static forms or spreadsheets are not the answer. 

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Note: The new features discussed here were released to demo/sandbox sites on Sunday 11 April, to production Omnitrack sites on Sunday 25 April and to on-premise installations shortly after.

We’re giving you full control of your workflows with custom statuses and automations

Omnitrack is a flexible data collection tool which can accommodate many workflows and use cases. We’re always assessing how we can make Omnitrack even more flexible, practical and effective, and are excited today to introduce ‘custom statuses and automations’.

The ‘Edit Form’ section of Omnitrack now features two new pages – Statuses and Automations – that allow you to define your own workflow statuses and automation rules. Like all Omnitrack settings, these settings are intuitive, flexible and easy to set up with no technical know-how required.

Statuses page

You are no longer restricted to the default workflow statuses of ‘In Progress’, ‘Inbox’, ‘Register’ and ‘Archive’. Although these defaults work in some cases, they can be hard to understand and leave out critical steps in your workflow process. 

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