We have created a great looking submission timeline which will allow admins to keep track of where they are in the reporting process for each submission. The timeline is easily digested and gives the user a good overview of past and upcoming events.
As we wait for the various EU countries to publish their reporting schemas, we have taken the first step towards automated reporting to regulators from Omnitrack. Admins can now set up basic integrations which will map Omnitrack submissions to a reporting schema and transform that into XML format (which we’ve understood will be the reporting format required by HMRC and others.)
As schemas are published, we will be providing out-of-the-box integrations with our default DAC6 workflow.
Lawyers and others filling out forms as an end-user can now collaborate with other people involved by sharing the form link with them. Simply click the ‘Share’ button and forward the link to other users.
The count widgets on the dashboard are now clickable! This is useful for DAC6 when you have a widget that counts ‘number of overdue submissions’ and you just want to see those submissions in a single view.
A big question in DAC6 is how to make sure matters are not falling through the cracks. At matter intake the partner won’t have all the details of the transaction and there needs to be a way to trigger the DAC6 review at a later time. As a solution to this we have built flexible reminders that will trigger emails to the relevant parties when a submission needs to be reviewed or has an upcoming reporting deadline.
One of the most important aspects of DAC6 is making sure you report transactions within the reporting time frame. Our customisable dashboard will allow firms to easily track when a deadline is approaching, see what’s overdue, and what has been reported.
We have built a default dashboard that is delivered together with our DAC6 reporting template.
DAC6 is usually a pretty long form and we’ve all been experiencing a good amount of lag when trying to create a new question and type into the field. Rafi spent time looking into the issue and made some solid improvements.
We’ve completed the first phase of re-designing the form drawer where admins will be spending time reviewing DAC6 submissions. We are trying to make it a bit easier to take action and to make it more visually pleasing.
Added support for admins to submit incomplete forms
We’ve had some feedback that admins should be able to submit a form for an end-user. Oftentimes the admin will be adding information that was sent to them through Outlook or some other source and now they will be able to submit the form.
We are doing some design work on the ‘view submission’ drawer that opens when you click a submission in the register. The work is being done in phases and part one of adding a comments tab is complete.
Admins viewing the form as an end-user no longer see the admin menu at the top of the page.
We are no longer displaying form fields to the end user when ‘allow multiple submissions’ is set to ‘ off ’. We will just show a message that you already submitted a form along with a link to it.
Fixed new users added to group not getting assignment email
When a group is assigned to a form any new members of the group should also be assigned that form. This process was working but not sending emails to the new users. We have fixed the issue.
Confirmation messages disappear faster
Confirmation messages are important for letting the user know that the system has taken the action they requested. However, the messages were stucking around a little too long so we shortened the time they appear for.
Fixed date select bug
In some cases forms would not allow the user to select a date outside of the current month. We fixed the bug and you can now select any date in any month.
Fixed form description length
Form descriptions were too short and also caused a bug where the form would crash. We have extended description length to allow up to 5,000 characters.
Fixed double email on add user
In some cases the user email field was displaying twice on ‘add new user’. This was very annoying as both fields were mandatory and had to be filled out. We fixed this bug and now it only displays once.
Fixed total submissions graph
The graph for ‘total submissions’ on the main dashboard was displaying the number of submissions flagged; this has been fixed.
We have added the ability to assign an admin to a specific submission!
This feature should improve the post submission workflow, as it allows multiple admins to collaborate on the review of a submission. Users will receive an email notification when a submission is assigned to them.
Changes to the ‘Assign Admins’ page
This is the page in form builder where you decide which admins can access the form. We have changed the name of the page to ‘Add admins’.
Updated the interface to look a lot better and removed unnecessary text explanation.
Changed the notification functionality
The notifications for new submissions are no longer global for all admins; you can now set notification preferences for each individual.
Added a notification option called ‘assigned to me’ for admins who only want to receive email notifications when they’re assigned a form.
Added the option to define a default assignee on the form
All new submissions will get assigned to the default assignee when it’s set.
New form setting
Admins can now choose where submissions that do not get flagged should be sent by default
We’ve introduced an API that will support data integration with HR systems
Data integration is included with your Omnitrack purchase (but requires some IT setup.
Grid design enhancements
New! Click a grid row to view the full submission. You no longer need to click ‘View Submission’ on the Inbox. You can open a form by clicking a row on the grid.
We tightened up the design so more data appears on the grid
This includes less spacing and removing the big action buttons that used to sit at the far right of the grid.
Action buttons have been moved under the menu but also appear on the form now.
Update to SSO settings page
Zeev gave the SSO settings page a nice makeover which includes a new ‘download metadata’ button & PDF instructions for ADFS setup.
Fixed text in two of our email templates
Fixed the problem of the admin welcome email being sent to users.