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Enhanced reporting options give Enable users even more control

Introduction

Overview

Our April update is now available within your UAT (user acceptance testing) environment. This provides the perfect opportunity to test newly introduced features, solution improvements and performance enhancements.

Enable’s proactive approach to Enable updates ensures that our software is constantly being improved and enhanced. Working within 6-week development cycles means we can deliver regular updates to you in easy to manage bite-sized portions. Our methodology ensures that all of our clients are free to concentrate on their core business, whilst we focus on keeping the key software platforms maintained to the highest standard. This newsletter provides an overview of our latest Enable update.

Screenshot of the DealTrack dashboard.

As well as research-led development based on current market demands, many of our updates result from feedback received from our clients. Any feedback, positive or negative, that you have on Enable can be submitted via email to projects@enable.com. Our dedicated Client Services team will be on hand to answer any queries you may have.

When is the update deployed?

Our latest update was deployed to your UAT environment on 6th April 2018 and is now available for testing. (This UAT environment is separate to your Live environment and provides a suitable testing platform without any risk to the integrity of your live data).

The UAT process will last for approximately 5 weeks. During this time you will be able to try out the new features and give us your feedback. The update will be deployed to your live Enable environment on 15th May 2018.

New features by request

This update contains a combination of new features, feature enhancements and performance improvements. The majority of these changes will be deployed as standard to your Enable system. There are however, certain new features and enhancements described in this document which are only available by request, as they require additional configuration in order to be applied to your Enable system.

Please contact a member of your Client Services team for more information.

What’s new?

General features and enhancements

Backgrounding of dimension and trading partner CSV uploads and downloads

The uploading and downloading of potentially large CSV files will be handled by a background process instead of your web browser. Rather than having to wait on a specific Enable page for the upload or download to complete, you can instead continue using the system and navigate to other pages. You will be alerted of the completed upload or download by a notification.

Turnover report

“Unassigned turnover” will be determined as turnover that is not included as “earning turnover” for any deals in the system. A new tick box labelled “Consider unassigned turnover only” will be added to the criteria page of the Turnover Report.

Screenshot of the Turnover report screen in DealTrack showing the 'Consider unassigned turnover only?' field.

Welcome email content

The welcome emails that are sent to new Enable users will now be specific based on which sign in method they use to access Enable: manual sign in, SSO or both.

Workflow report

The “Last Updated” and “By” fields will now be populated for schemes using automatic workflow. This will be implemented for both the “Schemes” and the “Proposals” reports. Previously this was only available for schemes using manual workflow.

Screenshot of the Workflow Proposals search results screen, highlighting the 'Last Updated' and 'By' fields.

UI change when selecting dimension collection items

Changes have been made to the UI resulting in different colour stylings when selecting dimension items within a deal. There is now a legend key under the “All” tab to indicate what these new colour stylings represent.

Screenshot of the Dimension Collection Item screen showing the new Legend.

Detached selections

“Add only” selection rule

If “Add only” selection rules have been enabled, the "Add only" selection rule processing will be adopted in a scheme when it is locked (i.e. automatic workflow is started). Existing locked schemes will also implement the "Add only" selection rule processing.

If changes are made to attribute values of a dimension item assigned to a deal that is part of a locked scheme, then if these changes would normally remove the dimension item from the deal, the dimension item will instead remain included but become “Detached”. “Detached” dimension items will be shown in a new tab. All selection rule calculations (whether via the “Add only” approach, or the “Add and remove” approach) will still trigger a recalculation of Deal earnings.

For more information on implementing “Automated Workflow” in Enable, please contact a member of Enable's Customer Success team.

Screenshot of the Dimension Collection Item screen.

Scheme replication

When replicating schemes to proposals, no “detached selections” will be carried over. When replicating to an interim scheme, all “detached selections” will be carried over.

Unlocking a scheme

All “detached items” will be deleted when a scheme becomes unlocked. The deleted items will not be retrievable. The current warning for unlocking a scheme will be amended to notify the user that all detached items will be lost (if the scheme contains deals with detached items).

Workflow

For a scheme where the parent scheme type is configured to use manual or no workflow the “Add and remove” approach will be used if the scheme is not an interim scheme and the “Add only” approach will be used otherwise.

What’s coming up?

Overview

In line with Enable’s commitment to release an Enable update every six weeks, our next update will be deployed for testing within your UAT environment on 18th May, with deployment to your Live environment to take place on 27th June.

What we’ve got planned

As part of our May update, we will be making further performance optimisations and platform enhancements. Alongside this, we will be introducing a series of new functionality, as well as enhancing existing Enable features.

New features and enhancements

Alongside our ongoing performance and platform enhancements, here’s what you can expect in the next cycle:

  • Ability to edit processed deals — if the Cash App is enabled then deals flagged as “processed” will be able to have their end dates altered. As long as the containing scheme is unlocked, the end date of a deal will be changeable to any date after the end date of the most recent deal line relating to that deal that has cash allocated to it.
  • Workflow report — Scheme type and version filter — a new field will be added to enable filtering by scheme type and version. This field will be a multi-select list that will appear before the workflow status field, with all items selected as the default criteria.
  • Workflow report — Workflow status selector — the workflow status search box will be converted into a multi-select field if the client is using a single set of workflow statuses. If the client is using multiple sets of workflow statuses, then the field will remain a search field and if no workflow has been configured for any scheme types, then the field will be hidden.

If you have any questions regarding our current or upcoming Enable updates, please contact your Client Services team at projects@enable.com.

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