global |
filters for training centres / manageAll partner centres |
31/05/2026 |
training funds |
financial summary (contracts/invoices/payments/credit notes/reminders) by training fund |
31/05/2026 |
invoicing |
ability to flag an invoice as pard without recording a payment |
31/05/2026 |
hours reporting |
ability to navigate to previous and next lesson from the current lesson (scheduled and/or completed |
31/05/2026 |
hours reporting |
locked lessons can be consulted without the need for unlocking |
31/05/2026 |
hours reporting |
lesson content notes allow for up to 4 nominative sections |
31/05/2026 |
hours reporting |
trainer contract hours completion rate report |
30/04/2026 |
hours reporting |
trainers hours summaries: daily, weekly, monthly, yearly, between selected dates |
30/04/2026 |
hours reporting |
trainer hours and hours entered menus |
30/04/2026 |
global |
responsive filters for trainees |
31/03/2026 |
hours reporting |
scheduled hours and billable unavailable hours added to trainer hours daily summary |
31/03/2026 |
lesson scheduling |
video meeting link added to scheduled lesson notifications by email |
31/03/2026 |
lesson scheduling |
ability to add a video meeting link to lesson |
31/03/2026 |
hours reporting |
lesson history by trainee added to the client access area |
25/02/2026 |
trainees |
'diploma level' and 'consent to retain personal data' columns added to trainee details list |
23/02/2026 |
hours reporting |
triggers for sending satisfaction questionnaires, course report reminders and end of course notifications invoked upon import of hours entered from manageAll partner centres |
23/02/2026 |
global |
'telephone no' and 'email address' tabs added to generic search facility |
23/02/2026 |
hours reporting |
summary of hours completed by week, by month and by year from the client access area |
23/02/2026 |
hours reporting |
ability to enter billable journeys via the hours entered locking screens |
16/02/2026 |
hours reporting |
'lessons cancelled' filter added to lesson report |
26/01/2026 |
hours reporting |
update of reports: hours entered |
15/01/2026 |
hours reporting |
'training type' filter added to reports |
02/01/2026 |
global |
ability to specify default dossier manager |
31/12/2025 |
statistics and reporting |
'course location' filter added to reports |
26/12/2025 |
hours reporting |
summary of hours completed by week, by month, by year and between selected dates |
24/12/2025 |
trainers |
available hours added to the trainer record |
20/12/2025 |
hours reporting |
lessons by day, by week, by month and by year report |
08/12/2025 |
trainees |
course progression by training type shown in the trainee contract record |
15/11/2025 |
global |
inter-company course name shown in 'group' column in listings where appropriate |
15/11/2025 |
extranet administration |
beneficiary name added to your bank details |
15/11/2025 |
courses and contracts |
assignment agreements added to the start of course management report |
15/11/2025 |
invoicing |
breakdown of invoices and credit notes report |
15/11/2025 |
statistics and reporting |
option to show hours entered by week or by month in the overall summary |
15/11/2025 |
lesson scheduling |
option to show training room unavailable slots in the daily onsite lesson schedule |
15/11/2025 |
repository |
ability to associate country flag with language |
15/11/2025 |
global |
country flags icon set |
15/11/2025 |
global |
updated icon set |
15/11/2025 |
trainees |
order reference added to completion certificate |
15/08/2025 |
initial evaluation reporting |
ability to capture if the future trainee wishes to continue with a trainer he/she has previously worked with upon completion of needs analysis |
15/08/2025 |
course reporting |
levels for oral expression, oral comprehension, written expression and written comprehension added to course report |
15/08/2025 |
trainers |
trainer reference added to trainer record |
15/08/2025 |
invoicing |
'grouping' and 'invoices due' filters added to amounts outstanding report |
15/08/2025 |
invoicing |
ability to send statement of or reminder for amounts outstanding by email |
15/05/2025 |
invoicing |
internal daily email reminder of outstanding amounts |
15/05/2025 |
statistics and reporting |
'trainer status' column added to forecast hours report |
15/05/2025 |
lesson scheduling |
'trainer status' column added to forecast hours report |
15/05/2025 |
extranet administration |
ability to left / right align your company information in page headers |
15/05/2025 |
lesson scheduling |
'status' filter added to schedule views by trainer |
15/05/2025 |
lesson scheduling |
ability to set trigger for mid-course icon in schedule views |
15/05/2025 |
statistics and reporting |
'training fund' and 'training instrument' columns added to training completed not invoiced and training unearned income report |
15/05/2025 |
invoicing |
'payments' and 'reminders' tabs added to contract invoicing history |
15/05/2025 |
clients |
'payments' and 'reminders' tabs added to client group financial summary |
15/05/2025 |
clients |
'payments' and 'reminders' tabs added to client financial summary |
15/05/2025 |
initial evaluation reporting |
automatic email reminder of needs anlaysis and online level test based on the setting for trigger for reminder delivery |
15/05/2025 |
clients |
filters added to client group listing |
15/05/2025 |
invoicing |
'dossier manager' column added to listings |
15/02/2025 |
invoicing |
invoices and credit notes report |
15/02/2025 |
invoicing |
turnover report |
15/02/2025 |
statistics and reporting |
'country' filter added to reports |
15/02/2025 |
statistics and reporting |
'dossier manager' filter added to reports |
15/02/2025 |
clients |
dossier manager added to client and client group records |
15/02/2025 |
invoicing |
statements of and reminders for amounts outstanding listing |
15/02/2025 |
invoicing |
ability to create statement of or reminder for amounts outstanding |
15/02/2025 |
initial evaluation reporting |
'handicap situation' column and filter added to track needs analysis and tests by trainee listing |
22/10/2024 |
initial evaluation reporting |
equivalent level based on test score added to email notification for completed online level test |
22/10/2024 |
trainees |
'abandonment of training' filter added to trainee details by contract listing |
22/10/2024 |
global |
transition to TLS encryption protocol version 1.2 of the SoWeSign connector |
10/10/2024 |
initial evaluation reporting |
consent to retain personal data added to the needs analysis |
16/08/2024 |
extranet administration |
abiility to set your GDPR information notice for collection of data |
16/08/2024 |
initial evaluation reporting |
option to capture whether trainee is a job seeker, the requested start date of the training, unavailable dates, the training budget where appropriate and how he/she heard about your company via the needs analysis |
16/08/2024 |
extranet administration |
ability to add and/or update training sites |
15/08/2024 |
prospecting |
ability to select a training site in proposal |
15/08/2024 |
courses and contracts |
ability to select a training site in contract |
15/08/2024 |
invoicing |
update of 'invoices and credit notes' report |
06/08/2024 |
invoicing |
'dossier manager' filter added to listings |
05/08/2024 |
statistics and reporting |
integration of billable unavailable hours into hours forecast |
29/07/2024 |
lesson scheduling |
integration of billable unavailable hours into hours forecast |
29/07/2024 |
initial evaluation reporting |
ability to receive notification of completed oral tests by email |
17/07/2024 |
initial evaluation reporting |
ability to associate a dossier manager to a trainee |
17/07/2024 |
lesson scheduling |
ability to associate a billable unavailable slot to a trainee/group or internal accounting entity |
16/07/2024 |
lesson scheduling |
ability to filter schedules by evaluators |
16/07/2024 |
initial evaluation reporting |
option to capture trainee birth place, any stays in countries speaking the foreign language, texts/exams taken in the foreign language, most recent diploma, socio-professional category via the needs analysis |
17/06/2024 |
extranet administration |
option to require entry of training contract instrument in proposals and contracts |
12/06/2024 |
global |
responsive filters for clients, trainers, contracts, proposals and invoices |
11/06/2024 |
lesson scheduling |
availability search for trainer and training room by slot or by morning or afternoon |
17/05/2024 |
courses and contracts |
ability to enter reminder dates in the inter-company course record |
02/05/2024 |
courses and contracts |
automatic sending by email of reminders in the contract and inter-company course records |
02/05/2024 |
global |
ability to add multiple recipients to notifications by email |
29/04/2024 |
courses and contracts |
ability to send end of course notification to dossier manager |
29/04/2024 |
trainers |
ability to receive notification of accepted assignment agreements by email |
04/04/2024 |
trainers |
ability to send assignment agreement to trainer |
04/04/2024 |
trainers |
filters added to list of trainer assignment agreements |
29/03/2024 |
trainers |
ability to accept the terms and conditions of the assignment agreement from the trainer access area |
29/03/2024 |
courses and contracts |
certification test, training instrument and training programme added to trainer assignment agreement |
29/03/2024 |
lesson scheduling |
option to allow schedule views of all trainers/training rooms to salaried trainers only |
12/03/2024 |
initial evaluation reporting |
ability to modify text to request further information concerning the disability situation |
11/03/2024 |
initial evaluation reporting |
option to capture unavailability of the future trainee by 2 hours slots or by morning and/or afternoon |
11/03/2024 |
prospecting |
client classification screen |
23/02/2024 |
training funds |
'amounts outstanding' added to tasks menu and useful links in the training fund record |
21/02/2024 |
clients |
'amounts outstanding' added to tasks menu and useful links in the client and client group records |
21/02/2024 |
initial evaluation reporting |
ability to add audio and video media files to placement tests |
07/02/2024 |
clients |
'abandonment rate' added to client and client group indicators |
06/02/2024 |
statistics and reporting |
'abandonment rate' added to dashboard |
06/02/2024 |
course reporting |
ability to send reminder to trainer from the 'course reports to create' listing |
05/02/2024 |
statistics and reporting |
ability to create data export templates for the report 'summary by contract' |
02/02/2024 |
courses and contracts |
link to trainee presence sheets generated via the SoWeSign signature application in the contract record |
25/01/2024 |
clients |
link to trainee presence sheets generated via the SoWeSign signature application in the client group record |
25/01/2024 |
clients |
link to trainee presence sheets generated via the SoWeSign signature application in the client record |
25/01/2024 |
trainers |
'evaluator' field added to trainer record |
19/01/2024 |
trainees |
'abandonment of training' field added to the trainee contract record |
17/01/2024 |
initial evaluation reporting |
filters added to report of needs by trainee |
17/01/2024 |
lesson scheduling |
ability to filter schedules by lesson status |
16/01/2024 |
hours reporting |
ability to filter lesson details by lesson status |
12/01/2024 |
satisfaction questionnaires |
automatic reminder of satisfaction questionnaires based on the setting for trigger for reminder delivery |
12/01/2024 |
invoicing |
'overpayments' report |
08/01/2024 |
invoicing |
'amounts outstanding' report includes aging analysis |
05/01/2024 |
course reporting |
link to create course report from contract and trainee records |
05/01/2024 |
extranet administration |
ability to delete all files uploaded to server by directory |
02/01/2024 |
course reporting |
ability to set trainer as report signatory by default |
07/12/2023 |
course reporting |
ability to set trainer as report evaluator by default |
07/12/2023 |
initial evaluation reporting |
ability to set evaluator as report signatory by default |
07/12/2023 |
trainers |
'allow lesson bookings by trainees' field added to trainer record |
06/12/2023 |
hours reporting |
ability to filter lesson details by lesson content completion |
06/12/2023 |
trainees |
language levels added to the trainee access area |
30/11/2023 |
clients |
language levels added to the client access area |
30/11/2023 |
courses and contracts |
'gross profit margin' tab added to inter-company trainer assignment management |
29/11/2023 |
courses and contracts |
ability to select columns for main listings |
20/11/2023 |
invoicing |
ability to set default invoice payment mode for recording payments |
15/11/2023 |
prospecting |
ability to filter proposal listing by course details and/or financial information |
13/11/2023 |
courses and contracts |
ability to filter contract listing by course details and/or financial information |
13/11/2023 |
extranet administration |
ability to show fixed-size or open-ended main listings |
13/11/2023 |
extranet administration |
ability to prevent line wrapping in main listings |
06/11/2023 |
trainers |
links to modules by trainer |
30/10/2023 |
global |
reference trainer access to all trainers |
04/10/2023 |
trainers |
reference trainer added to trainer record |
04/10/2023 |
courses and contracts |
ability to add certification test to inter-company course |
26/09/2023 |
extranet administration |
ability to activate/deactivate internal accounting entites |
22/09/2023 |
courses and contracts |
inter-company course management report |
21/09/2023 |
courses and contracts |
ability to replicate inter-company course |
20/09/2023 |
hours reporting |
lesson history by trainee |
12/09/2023 |
clients |
training fund added to client group record |
11/09/2023 |
statistics and reporting |
ability to create data export templates for the reports 'trainees by contract' and 'hours entered by trainee and by training type' |
22/08/2023 |
statistics and reporting |
'course scheduling' and 'comments' columns added to inactive contracts report |
11/08/2023 |
statistics and reporting |
'course scheduling' and 'comments' columns added to contracts with no hours entry report |
11/08/2023 |
statistics and reporting |
'course scheduling' and 'comments' columns added to contracts with no hours scheduled report |
11/08/2023 |
prospecting |
ability for client contact to unsubscribe from your mailings |
19/07/2023 |
prospecting |
addition of field for client contact to receive your mailings |
19/07/2023 |
trainees |
source of contact added to the trainee record |
03/07/2023 |
courses and contracts |
ability to insert a course type description clause in training contract |
03/07/2023 |
prospecting |
ability to insert a course type description clause in training proposal |
03/07/2023 |
statistics and reporting |
'certification tests' tab added to dashboard |
30/06/2023 |
trainees |
certification test summary report |
30/06/2023 |
trainees |
trainee skills development added to the training certificate |
21/06/2023 |
prospecting |
ability to add free text to nominative training programme templates by language and level |
13/06/2023 |
courses and contracts |
ability to add free text to nominative training programme templates by language and level |
13/06/2023 |
trainers |
resume added to trainer record |
08/06/2023 |
satisfaction questionnaires |
ability to send training fund questionnaire |
06/06/2023 |
trainees |
'course start test status' and 'course end test status' filters added to certification test management by trainee |
01/06/2023 |
prospecting |
'multiple training types' column added to proposal listings |
22/05/2023 |
courses and contracts |
'trainees and training groupes activated' column added to end of course management report |
22/05/2023 |
courses and contracts |
'multiple training types' column added to contract listings |
22/05/2023 |
prospecting |
proposal management report |
09/05/2023 |
course reporting |
new version of course reporting module |
30/04/2023 |
course reporting |
option to show/hide the trainee progress towards objectives in the course report templates |
30/04/2023 |
course reporting |
option to show/hide the trainee language levels in the course report templates |
30/04/2023 |
lesson scheduling |
'comments' field added to closing days |
29/03/2023 |
prospecting |
ability to enter invoicing information for internal use only |
06/03/2023 |
courses and contracts |
ability to enter invoicing information for internal use only |
06/03/2023 |
trainers |
timetable / validity date added to administrative fields |
23/02/2023 |
extranet administration |
default filter settings added to administrator record |
15/02/2023 |
initial evaluation reporting |
option to show/hide the trainee language levels in the initial evaluation report templates |
13/02/2023 |
lesson scheduling |
daily onsite lesson schedule |
10/02/2023 |
invoicing |
option for order reference to appear with each invoice line according to the client |
07/02/2023 |
courses and contracts |
ability to insert a cancellation clause in training contract based on course type |
03/02/2023 |
prospecting |
ability to insert a cancellation clause in training proposal based on course type |
03/02/2023 |
trainees |
ability to batch create training certificates |
02/02/2023 |
statistics and reporting |
'cancellations' column added to forecast hours report |
31/01/2023 |
lesson scheduling |
'cancellations' column added to forecast hours report |
31/01/2023 |
repository |
'active' filter added to listings |
26/01/2023 |
repository |
sales account code added to course type and training type records |
26/01/2023 |
lesson scheduling |
'team/location' field added to training room record |
23/01/2023 |
initial evaluation reporting |
option to ask trainee his/her availability as free text |
17/01/2023 |
initial evaluation reporting |
report of needs by trainee |
13/12/2022 |
trainees |
'VIP' field added to trainee record |
09/12/2022 |
clients |
'VIP' field added to client contact record |
09/12/2022 |
trainees |
'course end test date' filter added to certification test management by trainee |
23/11/2022 |
prospecting |
ability to select e-learning application in the proposal record |
08/11/2022 |
courses and contracts |
ability to select e-learning application in the contract record |
08/11/2022 |
global |
ability to use document containing your language levels in third party applications |
08/11/2022 |
prospecting |
ability to select certification test in the proposal record |
02/11/2022 |
courses and contracts |
ability to select certification test in the contract record |
02/11/2022 |
trainees |
option to require trainee to enter his/her date of birth |
03/10/2022 |
lesson scheduling |
availability search by trainer and training room |
20/09/2022 |
invoicing |
client access to listing of his/her payments |
01/08/2022 |
invoicing |
client access to listing of his/her credit notes |
01/08/2022 |
invoicing |
client access to listing of his/her invoices |
01/08/2022 |
trainees |
'oral test' column added to trainee listing by contract |
11/07/2022 |
repository |
descriptive text added to certification test record |
08/07/2022 |
clients |
'business sector' and 'number of employees' columns added to client listing |
21/06/2022 |
statistics and reporting |
'next scheduled lesson' column added to inactive contracts report |
13/06/2022 |
prospecting |
trainee maiden name appears on your training contracts where appropriate |
01/06/2022 |
courses and contracts |
trainee maiden name appears on your training proposals where appropriate |
01/06/2022 |
trainees |
course progression added to tasks menu and useful links in the trainee contract record |
13/05/2022 |
trainees |
ability to send trainee documents and reminders by email (needs analysis, online level test, initial evaluation report, training proposal, training contract, training programme, welcome email, convocation, lesson reminder, lesson history, satisfaction questionnaires, course reports, completion certificate, training certificate) |
06/05/2022 |
trainees |
link to course history added to welcome email to trainee |
06/05/2022 |
lesson scheduling |
update of hours forecast report |
03/05/2022 |
statistics and reporting |
update of hours forecast report |
03/05/2022 |
courses and contracts |
search facility added to client access area |
26/04/2022 |
trainees |
certification test added to search facilities |
26/04/2022 |
initial evaluation reporting |
new version of initial evaluation reporting module |
22/03/2022 |
initial evaluation reporting |
ability to move trainees between initial evaluation reports |
22/03/2022 |
hours reporting |
option to require all SoWeSign signatures (lesson trainer and trainees) before locking hours entries |
08/03/2022 |
repository |
list of training certificate characteristics updated |
08/03/2022 |
course reporting |
ability to select up to 10 course objectives in the course report |
22/12/2021 |
initial evaluation reporting |
ability to select up to 10 course objectives in the initial evaluation report |
22/12/2021 |
trainees |
certification tests added to trainee course history |
21/12/2021 |
statistics and reporting |
client access to listing of his/her inactive contracts |
21/12/2021 |
invoicing |
financial summary (contracts/invoices/payments/credit notes) by client group |
17/12/2021 |
extranet administration |
access to and update of training instruments in the repository section |
03/12/2021 |
initial evaluation reporting |
option to show/hide oral test score in the client initial evaluation report |
26/11/2021 |
hours reporting |
ability to access trainee presence sheets generated via the SoWeSign signature application directly in manageAll |
25/11/2021 |
trainees |
option to show hours entered or hours present on the completion certificate from the trainee contract record |
24/11/2021 |
trainees |
'completion certificate' column added to trainee listing by contract |
09/11/2021 |
trainees |
ability to issue a completion certificate from the trainee contract record |
09/11/2021 |
extranet administration |
ability to create terms and conditions |
02/11/2021 |
clients |
'client classification' filter added to contact listings |
12/10/2021 |
trainees |
identification and merging of duplicate trainee records |
01/10/2021 |
prospecting |
ability to apply default, client and training fund standard rates to training types on your training contracts |
27/09/2021 |
courses and contracts |
ability to apply default, client and training fund standard rates to training types on your training proposals |
27/09/2021 |
initial evaluation reporting |
option to ask trainee the requested training location |
23/09/2021 |
statistics and reporting |
training room occupancy rate |
21/09/2021 |
statistics and reporting |
update of hours remaining report |
31/08/2021 |
global |
creation of trainee access area |
31/08/2021 |
trainees |
ability to send a welcome email to trainee |
12/08/2021 |
trainees |
ability to modify email content for sending of welcome email to trainee |
03/08/2021 |
trainees |
ability to upload files to the 'useful links' section of the trainee access area |
03/08/2021 |
clients |
ability to upload files to the 'useful links' section of the client access area |
03/08/2021 |
prospecting |
option to present detailed or global pricing |
31/07/2021 |
courses and contracts |
option to present detailed or global pricing |
31/07/2021 |
training funds |
ability to set training fund standard rates by type of training, by language, by specialisation and by number of trainees |
31/07/2021 |
clients |
ability to set client standard rates by type of training, by language, by specialisation and by number of trainees |
31/07/2021 |
clients |
ability to set default client discount rate |
31/07/2021 |
repository |
ability to set break down course types by training type |
31/07/2021 |
repository |
ability to set standard rates by type of training, by language, by specialisation and by number of trainees |
31/07/2021 |
repository |
repository module replaces pedagogy submenu in the extranet administration module |
31/07/2021 |
trainees |
'certification test' columns for added to trainee listing by contract |
29/07/2021 |
initial evaluation reporting |
option to show/hide online level test score in the client initial evaluation report |
21/07/2021 |
trainers |
training languages, native languages and specialisations added to trainer listing |
08/07/2021 |
trainees |
print version of trainee details added to client access area |
01/07/2021 |
trainees |
language levels and progression by trainee report added to client access area |
01/07/2021 |
prospecting |
ability to order supplementary fields |
01/07/2021 |
courses and contracts |
ability to order supplementary fields |
01/07/2021 |
invoicing |
ability to add a line break between invoice lines |
25/06/2021 |
trainees |
trainee personal data management |
25/06/2021 |
trainees |
print version of trainee details |
03/06/2021 |
lesson scheduling |
ability for trainers to set default weekly view to 5/7 or 7/7 |
29/05/2021 |
lesson scheduling |
ability for trainers to view scheduled events only by default in weekly and monthly schedules |
29/05/2021 |
extranet administration |
ability to set inter-company training by default in listings |
28/05/2021 |
statistics and reporting |
time slot utilisation |
16/04/2021 |
trainees |
certification test management by trainee |
15/04/2021 |
training funds |
client contacts added to training fund details by client |
09/04/2021 |
course reporting |
ability to modify course report title |
08/04/2021 |
hours reporting |
content notes added to download locked hours entries to your computer |
06/04/2021 |
pedagogical materials |
'resource URL' field added to pedagogical materials record |
02/04/2021 |
trainees |
'active contracts' filter added to trainee listing |
01/04/2021 |
lesson scheduling |
ability to feed scheduled lessons to the Bienvenue Formation platform for digital presence sheets |
01/03/2021 |
clients |
'business sector' and 'number of employees' filters added to client listings |
22/02/2021 |
hours reporting |
option to print presence sheets with hours entries awaiting locking |
15/02/2021 |
trainees |
'hours present' and 'progression rate per 10 hours of lessons' columns added to language levels and progression by trainee report |
15/02/2021 |
trainees |
histogram of trainee progression, 'hours present' and 'progression rate per 10 hours of lessons' added to language levels tab in trainee record |
15/02/2021 |
invoicing |
ability to invoice with multiple VAT rates on free-form invoices |
25/01/2021 |
hours reporting |
ability to email lesson content to trainees |
12/11/2020 |
hours reporting |
ability to add/modify completed lesson content subsequent to synchronisation with signature application |
12/11/2020 |
hours reporting |
lesson details by day, by week and by month |
04/11/2020 |
statistics and reporting |
inactive trainees by contract report |
02/11/2020 |
trainees |
trainee certification test scores report |
29/10/2020 |
initial evaluation reporting |
disability information added to needs analysis |
02/10/2020 |
invoicing |
'dossier manager' filter added to invoicing history by contract |
02/10/2020 |
global |
IDs and creation date added to records |
28/08/2020 |
extranet administration |
quality accreditation logos in document headers added to outgoing emails |
11/08/2020 |
statistics and reporting |
'comments' column added to contracts with no hours entry report |
06/07/2020 |
statistics and reporting |
'comments' column added to inactive contracts report |
06/07/2020 |
statistics and reporting |
update of reports: attendance rate |
08/06/2020 |
extranet administration |
ability for trainers to modify their extranet password and personal details |
04/06/2020 |
hours reporting |
option to specify pre-filled presence sheets for printing as default |
03/06/2020 |
invoicing |
hours completed certificate linkied to global invoices with invoicing terms upon completion of training |
02/06/2020 |
hours reporting |
ability to validate all scheduled lessons as completed or locked, inter-company and intra-company for any given month |
02/06/2020 |
invoicing |
hours completed certificate linked to periodic invoices |
21/05/2020 |
hours reporting |
ability to lock hours by signature application |
20/05/2020 |
hours reporting |
ability to print pre-filled monthly presence sheets |
02/05/2020 |
extranet administration |
ability to associate digital signatures and company stamps with internal accounting entities |
22/04/2020 |
trainees |
tab 'pedagogical materials' added to the trainee record |
13/04/2020 |
pedagogical materials |
ability to filter pedagogical materials by language specialisation, minimum level, maximum level, year of publication, media type, supplier |
02/04/2020 |
pedagogical materials |
tab 'trainees using this pedagogical material' added to the pedagogical material record |
02/04/2020 |
statistics and reporting |
hours scheduled after contract end date |
31/03/2020 |
statistics and reporting |
hours entered after contract end date |
31/03/2020 |
satisfaction questionnaires |
ability to send trainer questionnaire |
24/03/2020 |
satisfaction questionnaires |
ability to send client questionnaire |
24/03/2020 |
clients |
'start date' and 'end date' filters for record creation added to client and contact listings |
16/03/2020 |
trainees |
option to allow/disallow trainer access to training certificates |
05/03/2020 |
statistics and reporting |
lesson completion rate by trainee/group |
10/02/2020 |
trainees |
creation date added to trainee record |
05/02/2020 |
courses and contracts |
titling of training contracts for private individuals |
20/01/2020 |
initial evaluation reporting |
option to ask the diploma level of the future trainee |
20/01/2020 |
trainees |
integration of diploma classification by level |
20/01/2020 |
lesson scheduling |
ability to specify default schedule start and end times |
15/01/2020 |
prospecting |
ability to archive multiple training proposals from the proposal listing |
13/01/2020 |
trainees |
option to show contract duration on training certifcate |
06/01/2020 |
lesson scheduling |
ability for trainees to book individual lessons with pre-specified trainers |
02/01/2020 |
lesson scheduling |
monthly schedule trainee |
09/12/2019 |
lesson scheduling |
monthly schedule all trainees/groups |
05/12/2019 |
lesson scheduling |
monthly activity by trainer |
05/12/2019 |
lesson scheduling |
weekly and monthly trainer utilisation rate |
05/12/2019 |
lesson scheduling |
monthly schedule all trainers |
05/12/2019 |
lesson scheduling |
monthly schedule all training rooms |
05/12/2019 |
lesson scheduling |
weekly and monthly training room utilisation rate |
05/12/2019 |
lesson scheduling |
option to send scheduled notification by email if new lesson scheduled |
14/10/2019 |
lesson scheduling |
option to send cancellation notification by email if lesson cancelled |
14/10/2019 |
prospecting |
'training fund' filter added to training proposal listings |
12/10/2019 |
invoicing |
default start date for periodic invoices based on the invoice date in your settings |
10/10/2019 |
trainees |
indicators added to the trainee record |
10/10/2019 |
trainees |
indicators added to the trainee contract record |
10/10/2019 |
invoicing |
'invoice code' added to multi-criteria searches for invoices, credit notes and payments |
30/09/2019 |
invoicing |
'invoice code' filter added to invoice and credit note listings |
30/09/2019 |
trainees |
ability to move a trainee record to another client |
02/09/2019 |
global |
horizontal and vertical scrolling within viewport |
29/08/2019 |
trainees |
'training instrument' and 'training fund' added to multi-criteria search for trainee |
26/08/2019 |
extranet administration |
ability to upload certification test logos to the server |
22/08/2019 |
clients |
addition of field to capture a second client contact email address |
01/08/2019 |
training centres |
addition of field to capture a second training centre contact email address |
01/08/2019 |
training funds |
addition of field to capture a second training fund contact email address |
01/08/2019 |
hours reporting |
forecast hourly rate of trainer recorded when entering or updating lessons |
26/07/2019 |
lesson scheduling |
forecast hourly rate of trainer recorded when scheduling or updating lessons |
26/07/2019 |
invoicing |
option to detail free of charge items on an invoice |
09/07/2019 |
extranet administration |
ability to modify email content for sending of login information |
05/07/2019 |
lesson scheduling |
ability to modify email content for sending of scheduled lesson modification notifications |
05/07/2019 |
lesson scheduling |
ability to modify email content for sending of convocation to trainee |
05/07/2019 |
trainees |
'start date' and 'end date' filters for record creation added to trainee listing |
04/07/2019 |
trainees |
addition of field to capture a second trainee email address |
04/07/2019 |
trainers |
addition of field to capture a second trainer email address |
04/07/2019 |
hours reporting |
trainer access to completed trainees/groups |
19/06/2019 |
initial evaluation reporting |
option to show/hide online level test score |
18/06/2019 |
prospecting |
'archived proposals' and 'proposal accepted' filters added to listings |
18/06/2019 |
trainees |
'links' tab added to trainee record |
17/06/2019 |
lesson scheduling |
daily schedule by trainee/group with filters |
14/06/2019 |
lesson scheduling |
ability to drag, drop and resize unavailable slots in daily schedules |
14/06/2019 |
lesson scheduling |
ability to drag, drop and resize lessons in daily schedules |
14/06/2019 |
extranet administration |
geolocalisation of internal accounting entities and manageAll partner centres |
04/06/2019 |
training funds |
ability to deactivate a training fund |
03/06/2019 |
prospecting |
addition of field to capture date of acceptance of training proposal |
03/06/2019 |
prospecting |
modifications to training proposal template regarding training funds and private individuals |
06/05/2019 |
courses and contracts |
modifications to training contract template regarding training funds and private individuals |
06/05/2019 |
invoicing |
option to show invoices pending excl VAT by invoicing terms upon invoice creation |
19/04/2019 |
hours reporting |
option to lock hours entries upon import from the JeSuisEnCours platform |
18/04/2019 |
lesson scheduling |
lesson modification notifications sent by email for future dates only |
04/04/2019 |
courses and contracts |
option to show/hide comments on dossier cover sheet |
19/03/2019 |
satisfaction questionnaires |
ability to create multi-choice questions with emoticons |
19/03/2019 |
satisfaction questionnaires |
automatic sending of satisfaction questionnaires in the language of communication with the trainee |
05/03/2019 |
hours reporting |
ability to retrieve signed presence sheet information from the JeSuisEnCours platform |
05/03/2019 |
lesson scheduling |
sending of schedule modification notifications in the language of communication with the trainee |
05/03/2019 |
lesson scheduling |
only available trainers and training rooms are shown when entering or updating scheduled lessons |
04/03/2019 |
lesson scheduling |
sending of convocations in the language of communication with the trainee |
25/02/2019 |
trainees |
ability to capture language for communication with trainee |
18/02/2019 |
initial evaluation reporting |
option to show/hide the trainee start level description in the initial evaluation report templates |
18/02/2019 |
lesson scheduling |
ability to auto-fill lesson schedules on a daily/weekly/monthly basis |
15/02/2019 |
lesson scheduling |
ability to feed scheduled lessons to the JeSuisEnCours platform for digital presence sheets |
31/01/2019 |
initial evaluation reporting |
option to ask the difficulties encountered by the future trainee in the target language |
21/01/2019 |
courses and contracts |
comments added to the start of course management report |
16/01/2019 |
lesson scheduling |
options to show/hide course information in scheduling views |
15/01/2019 |
lesson scheduling |
distance learning courses shown with white background in scheduling views |
15/01/2019 |
courses and contracts |
'first completed lesson' and 'next scheduled lesson' columns added to the start of course management report |
21/12/2018 |
translation and interpreting |
'week' and 'deadline for delivery details' fields added to translation quotations |
21/12/2018 |
translation and interpreting |
'invoicing completed' column added to quotation listings |
20/12/2018 |
invoicing |
ability to flag invoicing completed for multiple training contracts from the report invoicing status by contract |
19/12/2018 |
course reporting |
ability to filter and track trainees by course report autorisation |
19/12/2018 |
courses and contracts |
ability to flag certification completed for multiple training contracts from the end of course management report |
18/12/2018 |
courses and contracts |
ability to flag multiple training contracts as awaiting order reference from client from the start of course management report |
18/12/2018 |
courses and contracts |
ability to enter the date contract signed/returned by the client in the start of course management report |
18/12/2018 |
courses and contracts |
ability to flag materials ordered for multiple training contracts from the start of course management report |
18/12/2018 |
courses and contracts |
ability to archive multiple training contracts from the end of course management report |
18/12/2018 |
courses and contracts |
ability to flag certification completed in the contract record |
18/12/2018 |
courses and contracts |
ability to select certification test in the contract record |
18/12/2018 |
hours reporting |
option to restrict hours entry within contract start and end dates |
17/12/2018 |
satisfaction questionnaires |
breakdown of completion rate added to reports |
14/12/2018 |
statistics and reporting |
export to Excel of hours completed not invoiced and hours invoiced not completed |
13/12/2018 |
statistics and reporting |
detail by lesson added to hours completed by trainee and by training type |
13/12/2018 |
lesson scheduling |
option to allow trainers to enter unavailable slots |
10/12/2018 |
lesson scheduling |
ability to create fortnightly unavailable slots |
07/12/2018 |
invoicing |
ability to invoice hours not invoiced prior to selected billing period when creating a periodic invoice |
05/12/2018 |
invoicing |
filter 'total hours not invoiced by contract greater than or equal to' when creating periodic invoices |
05/12/2018 |
initial evaluation reporting |
ability to distinguish between training for professional and personal requirements |
03/12/2018 |
lesson scheduling |
'team or location' filter added to schedule views by trainer |
30/11/2018 |
trainees |
ability to issue training certificates at grouped client level |
28/11/2018 |
lesson scheduling |
available hours all trainers |
03/11/2018 |
lesson scheduling |
option to require trainers to select training room when scheduling lessons |
22/10/2018 |
lesson scheduling |
option to allow trainers to send convocations to trainees |
22/10/2018 |
global |
link to client weekly schedule added to generic search facilities |
15/10/2018 |
global |
link to trainer weekly schedule added to generic search facilities |
15/10/2018 |
lesson scheduling |
weekly activity by trainer |
15/10/2018 |
trainers |
'resume' text field added to trainer record |
12/10/2018 |
trainers |
ability to upload trainer photos to the server |
12/10/2018 |
lesson scheduling |
'language' and 'specialisation' filters added to schedule views by trainer |
10/10/2018 |
global |
week number of lesson date added to scheduled and completed lessons |
19/09/2018 |
extranet administration |
access to and update of certification tests in the pedagogy section |
19/09/2018 |
lesson scheduling |
ability to send iCalendar file of lesson schedule to trainee by email |
18/09/2018 |
statistics and reporting |
costs added to sales reports |
11/09/2018 |
extranet administration |
option to give trainers access to assignment agreements |
11/09/2018 |
statistics and reporting |
costs added to proposals reports |
11/09/2018 |
trainers |
trainer assignment agreements added to the trainer record |
10/09/2018 |
clients |
ability to delete client grouping |
10/09/2018 |
clients |
comments field added to the client group record |
10/09/2018 |
clients |
indicators added to the client group record |
07/09/2018 |
extranet administration |
separation of global and courses and contracts settings |
23/08/2018 |
statistics and reporting |
dashboard added to indicators menu |
15/08/2018 |
statistics and reporting |
trainees by contract report added to trainer access area |
08/08/2018 |
courses and contracts |
list of reminders with filters |
27/07/2018 |
courses and contracts |
ability to enter reminder dates in the contract record |
27/07/2018 |
courses and contracts |
'comments' section in the contract record renamed as reminders |
27/07/2018 |
satisfaction questionnaires |
ability to modify email content for sending of trainee questionnaires |
27/07/2018 |
satisfaction questionnaires |
ability to set trigger for cold questionnaire delivery based on course end date |
23/07/2018 |
satisfaction questionnaires |
ability to send cold questionnaire |
18/07/2018 |
global |
relevant internal accounting entity logo displayed on screens accessible to clients |
17/07/2018 |
global |
relevant internal accounting entity logo displayed on screens accessible to trainees |
17/07/2018 |
lesson scheduling |
option to send modification notification by email if lesson trainer modified |
05/07/2018 |
lesson scheduling |
option to send modification notification by email if lesson training room modified |
05/07/2018 |
lesson scheduling |
daily schedule by client |
22/06/2018 |
lesson scheduling |
first and last lesson date added to schedule views |
19/06/2018 |
global |
'all' filter added to emailing history |
15/06/2018 |
lesson scheduling |
function to update trainer and/or location for scheduled lessons not completed |
13/06/2018 |
lesson scheduling |
filters added to scheduled lessons not completed |
13/06/2018 |
hours reporting |
column for first course date added to contract history listing |
12/06/2018 |
courses and contracts |
export to Excel of contracts with multiple training types |
05/06/2018 |
statistics and reporting |
training contracts with no hours scheduled report added to trainer access area |
30/05/2018 |
statistics and reporting |
completed training contracts report added to trainer access area |
30/05/2018 |
statistics and reporting |
training contracts nearing completion report added to trainer access area |
30/05/2018 |
statistics and reporting |
hours remaining to be scheduled report added to trainer access area |
30/05/2018 |
global |
privacy policy and protection of personal data |
25/05/2018 |
statistics and reporting |
training contracts with no hours scheduled |
28/04/2018 |
statistics and reporting |
number of trainees included in hours completed report |
11/04/2018 |
courses and contracts |
link to hours entry and presence sheets added to tasks menu and useful links in the contract record where one trainee or group on the contract |
10/04/2018 |
courses and contracts |
links to needs analysis, online level test, sent/completed trainee questionnaires, active/completed/locked course reports added to tasks menu and useful links in the contract record where one trainee on the contract |
10/04/2018 |
courses and contracts |
link to schedule first lesson based on course start date from the contract record |
10/04/2018 |
satisfaction questionnaires |
animated pie charts show number of satisfied trainees |
30/03/2018 |
prospecting |
ability to add standard text to appear on all training proposals |
29/03/2018 |
initial evaluation reporting |
option to ask the native language of the future trainee |
27/03/2018 |
hours reporting |
export of hours completed or locked between selected dates to manageAll partner centre |
27/03/2018 |
invoicing |
ability to show amounts outstanding at date other than today's date |
20/03/2018 |
satisfaction questionnaires |
animated pie charts show overall ratings for trainee questionnaires |
12/03/2018 |
trainers |
indicators added to the trainer record |
10/03/2018 |
statistics and reporting |
animated pie charts show gross profit margin |
09/03/2018 |
statistics and reporting |
summaries show 12 months to date |
09/03/2018 |
global |
updated icon set |
09/03/2018 |
statistics and reporting |
bar charts show year on year comparison over 5 years |
09/03/2018 |
global |
unit price to 3 decimal places |
08/03/2018 |
hours reporting |
import of hours completed or locked between selected dates from manageAll partner centre |
27/02/2018 |
statistics and reporting |
gross margin summary and reports by internal accounting entity, trainer, client, contract, language, salesperson |
09/02/2018 |
hours reporting |
import of hours locked between selected dates from manageAll partner centre |
05/02/2018 |
hours reporting |
export of hours locked between selected dates to manageAll partner centre |
05/02/2018 |
extranet administration |
ability to enter manageAll partner centres |
02/02/2018 |
satisfaction questionnaires |
option to specify threshold for acceptable satisfaction rating |
18/01/2018 |
initial evaluation reporting |
ability to add weighting to multiple choice questions in the online level test |
13/01/2018 |
global |
maximum file size for upload to server increased to 5MB |
06/01/2018 |
lesson scheduling |
option to allow/disallow client access to the lesson scheduling module |
05/01/2018 |
invoicing |
hours taught and absences by trainee included in monthly invoice annex |
04/01/2018 |
global |
drag and drop items in ordered lists |
31/12/2017 |
satisfaction questionnaires |
reporting by internal accounting entity, salesperson, training fund, training instrument, team or location |
31/12/2017 |
global |
selected filters shown in reports and exports to Excel |
31/12/2017 |
global |
ability to show/hide filters |
31/12/2017 |
satisfaction questionnaires |
ability to delete unused questions and non-interrogative phrases |
31/12/2017 |
satisfaction questionnaires |
ability to create multi-choice questions with numeric response |
31/12/2017 |
satisfaction questionnaires |
trainee questionnaire responses email contains satisfaction rating in message header |
31/12/2017 |
prospecting |
ability to create nominative training programmes by language and level |
06/12/2017 |
prospecting |
option to show trainee current and objective levels in the training proposal |
06/12/2017 |
satisfaction questionnaires |
batch sending/resending of questionnaires by trainee and questionnaire type |
27/11/2017 |
initial evaluation reporting |
option to ask trainee the activity code or training fund if known |
22/11/2017 |
initial evaluation reporting |
option to ask trainee the number of training hours requested |
22/11/2017 |
initial evaluation reporting |
option to ask trainee whether the training will take place during or outside of work hours |
22/11/2017 |
initial evaluation reporting |
option to ask trainee how the training will be financed |
22/11/2017 |
initial evaluation reporting |
option to ask whether the future trainee has initiated the request for training |
22/11/2017 |
initial evaluation reporting |
option to ask the profession of the future trainee |
22/11/2017 |
initial evaluation reporting |
option to ask trainee whether the purpose of the training is personal or professional |
22/11/2017 |
hours reporting |
option to include your cancellation deadline in presence sheet |
20/11/2017 |
hours reporting |
option to include your company information in presence sheet footer |
20/11/2017 |
hours reporting |
option to include supplementary text in presence sheet footer |
20/11/2017 |
prospecting |
option to show trainee contact details in the training proposal |
15/11/2017 |
prospecting |
supplementary fields added to the training proposal |
15/11/2017 |
hours reporting |
course content notes appear in monthly summaries |
10/11/2017 |
hours reporting |
option to include include hours remaining/to date on monthly presence sheets |
31/10/2017 |
global |
certification costs added to training proposals, contracts and invoicing |
31/10/2017 |
hours reporting |
ability to select logo on presence sheets |
31/10/2017 |
trainees |
certification test scores added to trainee history |
31/10/2017 |
trainees |
most recent level and certification test score by trainee report |
31/10/2017 |
global |
filter by client group entities added to client access area |
30/09/2017 |
courses and contracts |
ability to create sub groups within an inter-company course |
31/08/2017 |
hours reporting |
training type shown when locking/unlocking/deleting hours |
31/08/2017 |
extranet administration |
ability to create non-linguistic training proposals and contracts |
31/07/2017 |
prospecting |
'contract created' filter added to proposal listings |
28/06/2017 |
extranet administration |
extranet access details added to administrator records |
27/06/2017 |
extranet administration |
ability to create sales terms and conditions document |
20/06/2017 |
trainers |
addition of training number field in the trainer record |
20/06/2017 |
training funds |
ability to enter training fund standard rates |
07/06/2017 |
courses and contracts |
ability to create nominative training programmes by language and level |
06/06/2017 |
extranet administration |
ability to create nominative training programme templates by language and level |
06/06/2017 |
translation and interpreting |
filter function by type of service provided in contact listing |
02/06/2017 |
clients |
filter function by type of service provided in contact listings |
02/06/2017 |
statistics and reporting |
eneral objective of the training provided for the pedagogical and financial report |
31/05/2017 |
translation and interpreting |
inactive contacts shown in grey in client record |
19/05/2017 |
clients |
inactive contacts shown in grey in client record |
19/05/2017 |
translation and interpreting |
ability to record down payments for your quotations |
15/05/2017 |
course reporting |
hours completed and link to completed lessons from tasks page |
03/05/2017 |
lesson scheduling |
lesson duration appears in schedule views |
02/05/2017 |
lesson scheduling |
trainee name for individual lessons appears in schedule views |
02/05/2017 |
hours reporting |
non-training billable hours added to trainer monthly summary |
02/05/2017 |
invoicing |
'VAT' column added to payment listings |
26/04/2017 |
invoicing |
cumulative columns added to invoicing history by contract |
26/04/2017 |
invoicing |
export to Excel of credit note details |
29/03/2017 |
invoicing |
export to Excel of invoice details |
29/03/2017 |
invoicing |
export to Excel of payment details |
29/03/2017 |
invoicing |
ability to replicate free-form training invoice |
28/03/2017 |
courses and contracts |
link to inter-company course from 'contract' results added to generic search facility, if appropriate |
22/03/2017 |
prospecting |
breakdown of training types ordered according to the order of data entry in proposals |
21/03/2017 |
courses and contracts |
breakdown of training types ordered according to the order of data entry in contracts |
21/03/2017 |
invoicing |
invoice line order corresponds to the order of data entry for free-form invoices |
21/03/2017 |
trainees |
application number field added to trainee record |
07/03/2017 |
translation and interpreting |
multiple criteria search for payments |
22/02/2017 |
translation and interpreting |
ability to record payments on your invoices |
22/02/2017 |
translation and interpreting |
payments menu allows you to view, update and search for payment information by invoice |
22/02/2017 |
translation and interpreting |
average days to payment by client |
22/02/2017 |
initial evaluation reporting |
ability to convert trainee online level test score to trainee start level |
17/02/2017 |
initial evaluation reporting |
ability to insert standard free text into training programmes |
13/02/2017 |
lesson scheduling |
ability to activate/deactivate lesson rooms |
09/02/2017 |
lesson scheduling |
option to send email to dossier manager if a scheduled lesson is modified |
08/02/2017 |
lesson scheduling |
option to send email to trainee if a scheduled lesson is modified |
08/02/2017 |
lesson scheduling |
option to send email to trainer if a scheduled lesson is modified |
08/02/2017 |
initial evaluation reporting |
option to allow/disallow client access to the trainee programme based on needs anamysis |
07/02/2017 |
trainees |
trainee position added to training certificate |
25/01/2017 |
trainees |
course location added to training certificate |
25/01/2017 |
trainees |
ability to capture trainee maiden name |
25/01/2017 |
trainees |
training objectives in initial evaluation report can be added to training certificate if the course report is not available |
25/01/2017 |
translation and interpreting |
ability to invoice multiple quotations on one invoice |
24/01/2017 |
prospecting |
trainee address shows in 'CPF' proposals outside of work time |
17/01/2017 |
courses and contracts |
trainee address shows in 'CPF' contracts outside of work time |
17/01/2017 |
courses and contracts |
'order reference' and 'training instrument' filters added to contract listing in client access area |
12/01/2017 |
statistics and reporting |
ability to view reports by training fund and training instrument |
11/01/2017 |
trainers |
'contract duration', 'hours completed contract' and 'hours remaining contract' columns added to trainer employment details listing |
10/01/2017 |
initial evaluation reporting |
export to Excel of trainee needs analysis and online level test tracking screen |
10/01/2017 |
trainers |
ability to create trainer assignment agreements by inter-company course |
09/01/2017 |
courses and contracts |
'contract signed/returned by client' column added to contract listing in client access area |
07/01/2017 |
trainers |
ability to create trainer assignment agreements by contract/group and by training type |
06/01/2017 |
extranet administration |
access to and update of training types in the pedagogy section |
29/12/2016 |
extranet administration |
ability to activate/deactivate menu items from the course specialisations listing |
27/12/2016 |
extranet administration |
ability to activate/deactivate menu items from the course type listing |
27/12/2016 |
invoicing |
export of payments to EBP accounting software |
26/12/2016 |
invoicing |
ability to adjust amount invoiced by contract |
23/12/2016 |
translation and interpreting |
'salesperson' filter added to client and contact listings |
19/12/2016 |
clients |
'salesperson' filter added to client and contact listings |
19/12/2016 |
extranet administration |
ability to delete administrator |
18/12/2016 |
prospecting |
default course formula, course location and cancellation conditions by course type |
16/12/2016 |
courses and contracts |
default course formula, course location and cancellation conditions by course type |
16/12/2016 |
course reporting |
ability to activate/deactivate menu items from the main listing |
15/12/2016 |
initial evaluation reporting |
ability to activate/deactivate menu items from the main listing |
15/12/2016 |
satisfaction questionnaires |
ability to activate/deactivate questions from the main listing |
15/12/2016 |
satisfaction questionnaires |
'total hours trainee', 'hours remaining' and '% hours completed' columns added to trainee listings |
12/12/2016 |
courses and contracts |
'training instrument' filter added to listings |
07/12/2016 |
prospecting |
'training instrument' filter added to listings |
07/12/2016 |
hours reporting |
'training instrument' filter added to listings |
06/12/2016 |
clients |
'contacts' column added to client listing |
05/12/2016 |
hours reporting |
'training fund' filter added to listings |
04/12/2016 |
initial evaluation reporting |
pre-requisite level added to training programmes |
01/12/2016 |
trainees |
trainee comments shown in list of trainee details by contract |
11/11/2016 |
trainees |
trainee address and comments shown in list of trainee history and contact details |
11/11/2016 |
initial evaluation reporting |
contract information shown in training programme based on needs analysis if needs analysis is linked to training contract |
08/11/2016 |
initial evaluation reporting |
ability to link the needs analysis to the trainee record in a training contract |
08/11/2016 |
invoicing |
export to Excel of invoicing status by contract |
15/10/2016 |
invoicing |
the invoices pending amount is shown upon creation of invoices |
08/10/2016 |
clients |
ability to invoice directly from the client record |
08/10/2016 |
initial evaluation reporting |
trainee levels for speaking abilities, oral comprehension, writing abilities and written comprehension added to initial evaluation report |
26/09/2016 |
initial evaluation reporting |
trainee levels for speaking abilities, oral comprehension, writing abilities and written comprehension added to trainee needs analysis and online level test tracking screen |
26/09/2016 |
clients |
upload facility for trainee/group details from CSV template |
13/09/2016 |
clients |
link added to client record to upload facility for trainee details from CSV template |
13/09/2016 |
courses and contracts |
'multi-trainer' field added to search facilities |
16/08/2016 |
hours reporting |
'client group' filter added to presence sheet listings |
12/08/2016 |
translation and interpreting |
addition of IBAN and SWIFT fields in the translator/interpreter record |
11/08/2016 |
trainers |
addition of IBAN and SWIFT fields in the trainer record |
11/08/2016 |
trainers |
batch sending of account login information to trainers |
09/08/2016 |
clients |
batch sending of account login information to client contacts |
09/08/2016 |
clients |
link added to client record to send send account login information |
08/08/2016 |
trainers |
link added to trainer record to send send account login information |
08/08/2016 |
trainers |
ability to enter trainer standard rates |
03/08/2016 |
trainees |
upload facility for trainee details from CSV template |
02/08/2016 |
global |
installation country selected by default upon creation of a new record |
01/08/2016 |
clients |
ability to enter client standard rates |
13/07/2016 |
invoicing |
username stored with invoice creation or modification |
01/07/2016 |
extranet administration |
bank accounting codes added to bank details |
30/06/2016 |
invoicing |
bank accounting codes added to payments |
30/06/2016 |
invoicing |
'hours remaining' filter (completed and/or scheduled) added to 'invoicing status by contract' report |
21/06/2016 |
hours reporting |
trainee history listing including attendance rates by contract |
23/05/2016 |
training funds |
ability to enter training fund standard rates |
30/04/2016 |
translation and interpreting |
ability to enter client standard rates |
30/04/2016 |
translation and interpreting |
ability to enter translator/interpreter standard rates |
30/04/2016 |
trainees |
attendance rate added to trainee record |
23/04/2016 |
clients |
trainee attendance rate added to client record |
23/04/2016 |
clients |
client group added to client listing |
20/04/2016 |
statistics and reporting |
update of reports: financial |
07/04/2016 |
statistics and reporting |
forecast hours by month/year and between selected dates |
07/04/2016 |
invoicing |
update of financial summary by client |
04/04/2016 |
courses and contracts |
courses and contracts menu added to client access area |
29/03/2016 |
translation and interpreting |
ability to set quotation body height |
05/03/2016 |
prospecting |
ability to set summary financial proposal body height |
05/03/2016 |
invoicing |
ability to set invoice body height |
05/03/2016 |
global |
training funds added to generic search facility |
25/02/2016 |
global |
training funds contacts added to generic search facility |
25/02/2016 |
lesson scheduling |
weekly schedules for all trainers and all training rooms |
22/02/2016 |
clients |
extranet username and access level added to client listing |
18/02/2016 |
initial evaluation reporting |
ability to filter online level tests not sent, uncompleted and completed |
18/02/2016 |
satisfaction questionnaires |
ability to filter end of course questionnaires not sent, uncompleted and completed |
18/02/2016 |
initial evaluation reporting |
ability to filter needs analyses not sent, uncompleted and completed |
18/02/2016 |
satisfaction questionnaires |
ability to filter intermediate questionnaires not sent, uncompleted and completed |
18/02/2016 |
trainers |
extranet username and access level added to trainer listing |
18/02/2016 |
prospecting |
'today' filter added to 'sales activity' report |
17/02/2016 |
prospecting |
'today' filter added to 'sales tasks' report |
17/02/2016 |
prospecting |
default filter for'sales tasks' report set to priority and uncompleted tasks |
17/02/2016 |
initial evaluation reporting |
ability to delete populated initial evaluation report |
17/02/2016 |
prospecting |
ability to delete sales activity/action from sales activity log |
17/02/2016 |
course reporting |
default report template by client |
15/02/2016 |
initial evaluation reporting |
default report template by client |
15/02/2016 |
course reporting |
start and end levels, attendance rate added to report summary |
15/02/2016 |
extranet administration |
ability to upload training programmes based on start level to the server |
08/02/2016 |
statistics and reporting |
contract date added to report 'hours completed not invoiced and hours invoiced not completed' |
01/02/2016 |
global |
link to sales activity log added to generic search facilities |
21/01/2016 |
clients |
activity code added to the client record |
13/01/2016 |
extranet administration |
telephone and mobile nimbers added to administrator record |
13/01/2016 |
initial evaluation reporting |
ability to modify email content for sending of initial evaluation report to client |
16/11/2015 |
initial evaluation reporting |
ability to modify email content for sending of needs analysis to trainee |
16/11/2015 |
invoicing |
ability to modify invoice details |
12/11/2015 |
prospecting |
ability to create 'CPF' proposals |
03/11/2015 |
courses and contracts |
ability to create 'CPF' contracts |
03/11/2015 |
invoicing |
option to show/hide trainee names on invoices |
08/10/2015 |
training funds |
'website' column added to training funds listing |
01/10/2015 |
hours reporting |
contract number added to inter-company presence sheets |
28/09/2015 |
initial evaluation reporting |
'email address' column added to tracking needs analysis and online level test by trainee screen |
25/09/2015 |
trainers |
trainer status filter added to trainer listings |
25/09/2015 |
invoicing |
ability to integrate inter-company courses into periodic invoices |
21/09/2015 |
invoicing |
client name automatically inserted into invoices addressed to training funds |
21/09/2015 |
invoicing |
new version of invoicing module |
21/09/2015 |
invoicing |
ability to create credit note not related to an invoice |
21/09/2015 |
invoicing |
ability to add costs to periodic invoices |
21/09/2015 |
invoicing |
turnover reports by month, year to date and between selected dates |
21/09/2015 |
invoicing |
ability to create partial credit note for periodic invoice |
21/09/2015 |
invoicing |
invoicing plan breakdown by invoicing terms and by client |
21/09/2015 |
invoicing |
ability to create free-form invoices with an unlimited number of lines |
21/09/2015 |
invoicing |
ability to create invoices bi-monthly, three-monthly and between selected dates |
21/09/2015 |
courses and contracts |
export to Excel of end of course management report |
31/08/2015 |
trainees |
export to Excel of end of course management at a glance |
31/08/2015 |
statistics and reporting |
update of report 'hours completed not invoiced and hours invoiced not completed' |
14/08/2015 |
hours reporting |
trainee attendance rate reports by internal accounting entity, trainer, client group, client, language, course type and salesperson |
31/07/2015 |
hours reporting |
at a glance hours reporting information by client group directly accessible from the module menu |
27/07/2015 |
global |
'client group' filter added to listings |
24/07/2015 |
satisfaction questionnaires |
option to authorise intermediate and end of course questionnaires by default |
24/07/2015 |
lesson scheduling |
management of unavailable slots by training room |
23/07/2015 |
trainees |
'scheduled lessons remaining' and 'last scheduled lesson date' columns added to end of course management at a glance |
22/07/2015 |
courses and contracts |
'scheduled lessons remaining' and 'last scheduled lesson date' columns added to end of course management report |
22/07/2015 |
trainees |
useful links added to trainee history |
17/07/2015 |
global |
useful links added to generic search facilities |
10/07/2015 |
global |
generic search facility added to trainer main menu |
10/07/2015 |
global |
alphanumeric validation of group names |
29/06/2015 |
global |
email address validation plug-in updated |
29/06/2015 |
trainers |
'valid driving licence' column and filter added to trainer listing |
24/06/2015 |
trainers |
further fields added to trainer employment details listing |
24/06/2015 |
initial evaluation reporting |
ability to archive needs analysis |
17/06/2015 |
hours reporting |
function to import lessons from external platforms |
05/06/2015 |
trainees |
option to show breakdown of training hours by training type on the training certificate |
29/05/2015 |
trainees |
contract number added to training certificate |
29/05/2015 |
courses and contracts |
dossier manager added to trainer assignment agreement |
28/05/2015 |
initial evaluation reporting |
ability to receive notification of completed needs analyses and online level tests via the salesperson email address or a default outgoing email address |
22/05/2015 |
lesson scheduling |
lesson cancellation deadline added to convocation |
21/05/2015 |
lesson scheduling |
ability to add link to uploaded file from trainee convocation |
21/05/2015 |
prospecting |
company training number inserted into training proposal |
20/05/2015 |
courses and contracts |
company training number inserted into training contract |
20/05/2015 |
lesson scheduling |
trainees tab added to the lesson scheduling screens |
17/04/2015 |
hours reporting |
trainee telephone/mobile number and email address added to hours entry screens |
17/04/2015 |
trainees |
job seeker field added to trainee record |
10/04/2015 |
trainees |
histogram of trainee progression added to trainee record |
09/04/2015 |
global |
credit notes added to generic search facility |
08/04/2015 |
trainees |
language levels and progression by trainee |
03/04/2015 |
trainees |
client group filter added to the trainee history and contact details listing |
02/04/2015 |
hours reporting |
histograms added to trainee attendance rate reports |
19/03/2015 |
hours reporting |
report detaining number of trainee absences |
19/03/2015 |
hours reporting |
ability to select print sections for contract history and inter-company course history reports |
08/12/2014 |
hours reporting |
ability to select print sections for monthly summaries and summaries between selected dates |
08/12/2014 |
course reporting |
ability to create multiple course report by trainee |
24/11/2014 |
course reporting |
ability to set current or end level as tested or estimated by default |
04/11/2014 |
initial evaluation reporting |
option to require trainee entry of telephone number upon completion of needs analysis or online test |
03/11/2014 |
hours reporting |
option to require entry of course content notes upon hours entry |
03/11/2014 |
courses and contracts |
comments tab added to the contract record |
22/10/2014 |
hours reporting |
tracking of hours completed by week |
20/10/2014 |
courses and contracts |
tracking of hours to be completed and hours completed by week from the contract record |
20/10/2014 |
courses and contracts |
group level field added to group data |
17/10/2014 |
hours reporting |
option to print presence sheets with scheduled lessons |
17/10/2014 |
global |
generic search facility added to main menu |
11/10/2014 |
invoicing |
multiple criteria search for payments |
08/10/2014 |
invoicing |
ability to create reminder letter for multiple invoices |
30/09/2014 |
invoicing |
ability to create pro forma invoice |
30/09/2014 |
extranet administration |
ability to filter usernames by access level |
23/09/2014 |
clients |
usernames linked to a client group can view reports for all clients in the group |
23/09/2014 |
clients |
ability to link multiple usernames to the same client group |
18/09/2014 |
clients |
ability to link multiple usernames to the same client |
18/09/2014 |
clients |
extranet access details shown for each client in the client group record |
18/09/2014 |
course reporting |
histogram of trainee progression added to tasks page |
10/09/2014 |
course reporting |
online level test, needs analysis and initial evaluation report can be viewed from the tasks page |
10/09/2014 |
initial evaluation reporting |
contracts linked to the initial evaluation report listed on the tasks page |
08/09/2014 |
initial evaluation reporting |
search for trainees by surname, first name or either name |
08/09/2014 |
initial evaluation reporting |
initial evaluation report can be viewed from the trainee needs analysis and online level test tracking screen |
08/09/2014 |
initial evaluation reporting |
ability to select template and evaluator for multiple initial evaluation reports |
08/09/2014 |
course reporting |
ability to filter trainees and track course report from trainer area |
08/09/2014 |
trainees |
ability to copy/paste most recent language level from trainee history into trainee record |
27/08/2014 |
hours reporting |
non-training billable hours added to reports by trainer |
22/08/2014 |
lesson scheduling |
ability to flag trainer unavailable slots as billable |
22/08/2014 |
course reporting |
ability to preview course report templates |
21/08/2014 |
initial evaluation reporting |
ability to preview initial evaluation report templates |
21/08/2014 |
course reporting |
ability to differentiate between good, very good and significant progress towards objectives |
04/08/2014 |
training centres |
new version of training centres module |
31/07/2014 |
training centres |
'website' column added to training centres listing |
11/07/2014 |
training centres |
website field added to training centre record |
11/07/2014 |
training funds |
website field added to training fund record |
11/07/2014 |
invoicing |
financial summary (contracts/invoices/credit notes/payments) by training fund |
04/07/2014 |
clients |
link to training fund from client record |
01/07/2014 |
translation and interpreting |
links to invoices, credit notes, payments and invoicing history by quotation from the client record |
17/05/2014 |
courses and contracts |
dossier manager added to training contract search results |
13/05/2014 |
course reporting |
'expected end date' column added to trainee listings |
12/05/2014 |
translation and interpreting |
reminders and quotations accepted following reminder added to KPI summary |
07/05/2014 |
global |
links opening in a new tab/window are flagged with an icon to this effect |
06/05/2014 |
trainees |
salesperson filter added to end of course management at a glance |
05/05/2014 |
courses and contracts |
salesperson filter added to end of course management report |
05/05/2014 |
satisfaction questionnaires |
'language' and 'course type' columns and filters added to trainee listings |
16/04/2014 |
translation and interpreting |
KPI summary |
09/04/2014 |
translation and interpreting |
totals for quotations accepted, awaiting go-ahead, refused and jobs completed added to quotation listings |
08/04/2014 |
translation and interpreting |
addition of field to record quotation request date |
07/04/2014 |
translation and interpreting |
'client contact' column added to quotation listings |
07/04/2014 |
prospecting |
ability to relate training proposal and/or translation or interpreting quotation to a sales activity |
03/04/2014 |
prospecting |
access to contact sales activity logs from client record |
25/03/2014 |
global |
outgoing emails linked to the internal accounting entity of origin |
25/03/2014 |
course reporting |
option to add summary only of training hours received to course report |
25/03/2014 |
prospecting |
creation of mailing function |
18/03/2014 |
clients |
ability to classify previous clients |
18/03/2014 |
courses and contracts |
introductory contract text includes trainee name required for 'DIF' contracts |
07/03/2014 |
courses and contracts |
ability to link training proposal or initial evaluation report to a training contract |
03/03/2014 |
trainees |
ability to show trainee start and/or end levels in the training certificate |
27/02/2014 |
statistics and reporting |
archived training contracts shown in management reports |
06/02/2014 |
global |
link to your company website from the home page |
05/02/2014 |
prospecting |
ability to price costs shown on training proposals by trainee, group or a total amount |
04/02/2014 |
courses and contracts |
ability to price costs shown on training contracts by trainee, group or a total amount |
04/02/2014 |
hours reporting |
ability to print individual presence sheets for intra-company group courses |
24/01/2014 |
trainees |
trainee course history updated |
23/01/2014 |
hours reporting |
ability to define free text column heading by course type on presence sheets |
20/01/2014 |
hours reporting |
ability to show/hide free text column by course type on presence sheets |
20/01/2014 |
initial evaluation reporting |
ability to batch create new and/or existing trainees from a list of email addresses for needs analysis and level testing |
17/01/2014 |
courses and contracts |
ability to flag multiple training contracts as completed from the end of course management report |
15/01/2014 |
courses and contracts |
trainee TOEIC and BULATS test scores added to the dossier cover sheet |
15/01/2014 |
translation and interpreting |
column added to quotation listings indicating the event date for interpreting jobs |
15/01/2014 |
initial evaluation reporting |
ability to enter oral test dates, times and scores |
14/01/2014 |
initial evaluation reporting |
ability to preview needs analysis template |
14/01/2014 |
trainers |
new version of trainers module |
31/12/2013 |
trainers |
Google Maps integration in the trainer record |
30/12/2013 |
trainers |
useful links section added to trainer record |
30/12/2013 |
trainers |
summary information section added to trainer record |
30/12/2013 |
trainers |
team/location filter added to trainer listings |
30/12/2013 |
extranet administration |
option to give trainers access to other trainer details |
20/12/2013 |
satisfaction questionnaires |
ability to complete a satisfaction questionnaire on trainee's behalf even if the questionnaire has not been sent |
17/12/2013 |
hours reporting |
ability to print individual presence sheets for inter-company courses |
17/12/2013 |
hours reporting |
option to include course location on presence sheets |
17/12/2013 |
hours reporting |
option to include 'DIF' information on presence sheets |
17/12/2013 |
translation and interpreting |
useful links section added to translator/interpreter record |
13/12/2013 |
translation and interpreting |
Google Maps integration in the translator/interpreter record |
13/12/2013 |
translation and interpreting |
summary information section added to translator/interpreter record |
13/12/2013 |
translation and interpreting |
addition of field for translator/interpreter valid driving licence |
13/12/2013 |
hours reporting |
option to include order reference on presence sheets |
12/12/2013 |
trainers |
addition of field for valid driving licence |
11/12/2013 |
hours reporting |
history by trainee |
10/12/2013 |
clients |
selection of internal accounting entity in client record no longer required |
06/12/2013 |
courses and contracts |
ability to modify selected internal accounting entity in contract record if no amount billed |
05/12/2013 |
prospecting |
ability to capture trainee work address upon creation of trainee |
05/12/2013 |
courses and contracts |
trainee date of birth visible in contract record |
05/12/2013 |
courses and contracts |
trainee date of birth visible in inter-company course record |
05/12/2013 |
hours reporting |
trainers can view trainee date of birth |
05/12/2013 |
lesson scheduling |
monthly summaries |
05/12/2013 |
lesson scheduling |
year to date reports |
05/12/2013 |
courses and contracts |
ability to enter trainee work address upon creation of trainee |
05/12/2013 |
lesson scheduling |
summaries between selected dates |
05/12/2013 |
course reporting |
course start and end dates are taken from lessons entered; if no lessons have been entered the planned start and end dates from the trainee record are used |
20/11/2013 |
course reporting |
if trainee remains within the same level during the course, the level description is no longer repeated |
20/11/2013 |
invoicing |
ability to show all bank details or IBAN and/or SWIFT codes only |
15/11/2013 |
training funds |
training fund details requested and/or received by client |
14/11/2013 |
courses and contracts |
acceptance date by training fund added to the contract record |
14/11/2013 |
clients |
request and receipt of training fund information added to client record |
14/11/2013 |
trainees |
course type filter added to end of course management at a glance |
13/11/2013 |
courses and contracts |
course type filter added to end of course management report |
13/11/2013 |
courses and contracts |
number of trainee records added to contract shown with colour code according to the planned number of trainees |
08/11/2013 |
prospecting |
number of trainee records added to proposal shown with colour code according to the planned number of trainees |
08/11/2013 |
courses and contracts |
next and most recent lessons added to the tasks menu and useful links in the contract record |
06/11/2013 |
courses and contracts |
'trainee or group' column added to listing of contracts awaiting validation |
31/10/2013 |
prospecting |
'trainee or group' column added to listing of proposals awaiting validation |
31/10/2013 |
trainees |
internal accounting entity and salesperson added to trainee listing by contract |
22/10/2013 |
global |
update of Google Maps API |
21/10/2013 |
lesson scheduling |
trainers can view whether items such as level tests and pedagogical materials have been added to the training contract |
20/10/2013 |
extranet administration |
option to give access to financial information by contract to the trainers concerned |
20/10/2013 |
courses and contracts |
ability to create global contracts |
20/10/2013 |
hours reporting |
trainers can view whether items such as level tests and pedagogical materials have been added to the training contract |
20/10/2013 |
lesson scheduling |
option to include course content in trainee convocation |
04/10/2013 |
clients |
Google Maps integration in the client record |
30/09/2013 |
translation and interpreting |
Google Maps integration in the client record |
30/09/2013 |
clients |
useful links section added to client record |
30/09/2013 |
clients |
summary information section added to client record |
30/09/2013 |
clients |
useful links section added to client group record |
30/09/2013 |
translation and interpreting |
useful links section added to client record |
30/09/2013 |
translation and interpreting |
summary information section added to client record |
30/09/2013 |
training funds |
useful links section added to training fund record |
30/09/2013 |
trainees |
ability to record TOEIC and BULATS test scores at course start and end |
16/09/2013 |
lesson scheduling |
monthly schedule view for trainers |
13/09/2013 |
trainees |
update of training certificate content |
12/09/2013 |
initial evaluation reporting |
ability to record TOEIC and BULATS test scores |
10/09/2013 |
trainees |
ability to capture trainee date of birth |
05/09/2013 |
courses and contracts |
archived training contracts flagged in searches |
02/08/2013 |
courses and contracts |
archived training contracts shown in listings |
02/08/2013 |
prospecting |
archived training proposals flagged in searches |
02/08/2013 |
courses and contracts |
order reference added to filters |
29/07/2013 |
hours reporting |
year to date report by client group |
16/07/2013 |
hours reporting |
filters added to year to date reports |
12/07/2013 |
hours reporting |
option to allow manual entry of running balance on presence sheets |
09/07/2013 |
hours reporting |
option to allow free text column on presence sheets |
09/07/2013 |
prospecting |
ability to link the needs analysis to the trainee record in a sales proposal |
08/07/2013 |
initial evaluation reporting |
ability to send links to initial evaluation reports to clients via the username email address, the salesperson email address or a default outgoing email address |
05/07/2013 |
satisfaction questionnaires |
ability to receive trainee questionnaire responses via the salesperson email address, the dossier manager email address or a default outgoing email address |
05/07/2013 |
satisfaction questionnaires |
ability to send links to questionnaires to trainees via the username email address, the salesperson email address, the dossier manager email address or a default outgoing email address |
05/07/2013 |
course reporting |
ability to send links to course reports to clients via the username email address, the salesperson email address, the dossier manager email address or a default outgoing email address |
05/07/2013 |
initial evaluation reporting |
ability to send links to needs analyses and online level tests to trainees via the username email address, the salesperson email address or a default outgoing email address |
05/07/2013 |
statistics and reporting |
export to Excel of reports for inactive contracts and contracts with no hours entered |
04/07/2013 |
statistics and reporting |
course start date filter added to reports for inactive contracts and contracts with no hours entered |
04/07/2013 |
initial evaluation reporting |
option to ask trainee the name of his/her training manager |
28/06/2013 |
initial evaluation reporting |
option to ask trainee other languages known |
28/06/2013 |
initial evaluation reporting |
option to ask trainee information concerning professional experience in the target language |
28/06/2013 |
initial evaluation reporting |
option to ask trainee information concerning training and diplomas in the target language |
28/06/2013 |
satisfaction questionnaires |
trainee overall rating appears in the questionnaire listings exported to Excel |
27/05/2013 |
initial evaluation reporting |
ability to batch select existing trainees for needs analysis and level testing |
19/05/2013 |
initial evaluation reporting |
ability to capture trainee work address and mobile phone number upon completion of needs analysis or online level test |
19/05/2013 |
initial evaluation reporting |
previous needs analyses and online level tests can be viewed from the trainee needs analysis and online level test tracking screen |
19/05/2013 |
initial evaluation reporting |
option to ask trainee the number of years he/she has studied the target language |
19/05/2013 |
initial evaluation reporting |
option to ask trainee the frequency of use of the target language |
19/05/2013 |
global |
table row background colour changes upon hovering of the cursor |
19/05/2013 |
course reporting |
report dates (activated, completed, locked) added to listings |
26/04/2013 |
course reporting |
ability to disable course report creation by course duration and type and by client |
26/04/2013 |
clients |
ability to deactivate client contacts |
24/04/2013 |
courses and contracts |
creation of amendments to contracts |
22/04/2013 |
lesson scheduling |
monthly schedule view by trainer |
15/04/2013 |
lesson scheduling |
management of unavailable slots by trainer |
15/04/2013 |
translation and interpreting |
links to client group record |
15/04/2013 |
translation and interpreting |
useful links section added to client group record |
15/04/2013 |
translation and interpreting |
satisfaction questionnaires summary across client group |
15/04/2013 |
satisfaction questionnaires |
end of course questionnaires summary across client group |
05/04/2013 |
satisfaction questionnaires |
intermediate questionnaires summary across client group |
05/04/2013 |
course reporting |
colour code for course reports due in trainee listings |
31/03/2013 |
statistics and reporting |
monthly and year to date reporting by trainee across client group |
01/03/2013 |
lesson scheduling |
parameters added to lesson scheduling module |
01/03/2013 |
hours reporting |
option to include client contact person on presence sheets |
01/03/2013 |
lesson scheduling |
late-cancellations appear in red in schedule views |
01/03/2013 |
statistics and reporting |
trainer access to listing of his/her contracts with no hours entered |
28/02/2013 |
statistics and reporting |
update of financial report: proposals |
28/02/2013 |
trainees |
email addresses appear in trainee listings by contract |
28/02/2013 |
clients |
option to require entry of client contact email address |
28/02/2013 |
statistics and reporting |
trainer access to listing of his/her inactive contracts |
28/02/2013 |
statistics and reporting |
update of reports: management |
28/02/2013 |
satisfaction questionnaires |
summary by language |
28/02/2013 |
satisfaction questionnaires |
summary by course type |
28/02/2013 |
statistics and reporting |
update of financial report: sales |
28/02/2013 |
course reporting |
ability to filter trainees and track course report by course type and duration |
28/02/2013 |
course reporting |
for groups, the ability to complete common section of course reports once only |
28/02/2013 |
lesson scheduling |
group convocation via the auto-fill lesson schedule function |
15/02/2013 |
statistics and reporting |
update of pedagogical and financial report |
31/12/2012 |
lesson scheduling |
update of conflict management regarding time slots |
30/11/2012 |
global |
ability to specify month end, date of invoice payment terms |
30/11/2012 |
lesson scheduling |
option for trainers to view daily schedules by trainer and by training room |
30/11/2012 |
lesson scheduling |
daily schedules for all trainers and all training rooms |
30/11/2012 |
prospecting |
ability to modify client name in training proposal without starting over |
31/10/2012 |
prospecting |
ability to archive training proposal |
31/10/2012 |
prospecting |
ability to export training proposal data to Excel for mail merge |
31/10/2012 |
prospecting |
training proposal templates by internal accounting entity and language |
31/10/2012 |
prospecting |
proposal covering letters by internal accounting entity and language |
31/10/2012 |
prospecting |
new version of prospecting module |
31/10/2012 |
prospecting |
ability to replicate training proposal |
31/10/2012 |
prospecting |
trainee or group name in proposal listings |
31/10/2012 |
satisfaction questionnaires |
ability to select language for the sending of questionnaire emails to trainees |
15/10/2012 |
translation and interpreting |
ability to select language for the sending of questionnaire emails to clients |
15/10/2012 |
initial evaluation reporting |
ability to select language for the sending of needs analysis/online level test emails to trainees |
15/10/2012 |
statistics and reporting |
trainees at a glance information across client group |
30/09/2012 |
statistics and reporting |
trainees at a glance information by client |
30/09/2012 |
statistics and reporting |
trainer access to needs analysis, programme, trainee questionnaires, end of course report and course history concerning his/her trainees |
28/09/2012 |
statistics and reporting |
trainer access to trainee history and contact details for his/her trainees |
28/09/2012 |
courses and contracts |
ability to replicate training contract |
30/06/2012 |
courses and contracts |
ability to deactivate trainee from inter-company course |
30/06/2012 |
courses and contracts |
new version of courses and contracts module |
30/06/2012 |
lesson scheduling |
read-only option for trainers to view schedules |
30/06/2012 |
courses and contracts |
ability to create trainee contract before creation of the corresponding inter-company course |
30/06/2012 |
courses and contracts |
ability to archive training contract |
30/06/2012 |
courses and contracts |
contracts with multiple training types at a glance |
30/06/2012 |
courses and contracts |
ability to modify selected client in contract record if no amount billed |
30/06/2012 |
courses and contracts |
contract listing by criterion |
30/06/2012 |
courses and contracts |
training contract covering letters by internal accounting entity and language |
30/06/2012 |
trainees |
end of course management at a glance |
30/06/2012 |
courses and contracts |
training contract templates by internal accounting entity and language |
30/06/2012 |
courses and contracts |
group size and trainees registered in contract listings with colour code |
30/06/2012 |
courses and contracts |
contract listing view by course details and by financial information |
30/06/2012 |
courses and contracts |
multi-criteria search facility for inter-company training |
30/06/2012 |
courses and contracts |
order reference added to multi-criteria search facility |
30/06/2012 |
courses and contracts |
end of course management report |
30/06/2012 |
courses and contracts |
contracts awaiting return and/or order reference from client |
30/06/2012 |
courses and contracts |
ability to archive inter-company course |
30/06/2012 |
trainees |
ability to create training programme based on needs analysis |
30/03/2012 |
trainees |
link to trainee convocation from trainee record |
20/02/2012 |
lesson scheduling |
creation of trainee convocation via the auto-fill lesson schedule function |
20/02/2012 |
lesson scheduling |
public holidays taken into account with auto-fill lesson schedule function (possibility to carry over lessons to end of proposed schedule) |
15/01/2012 |
extranet administration |
ability to associate newly-created username to corresponding client or trainer record directly |
07/01/2012 |
extranet administration |
global view of module access authorizations by administrator |
07/01/2012 |
extranet administration |
ability to attribute module access authorizations by administrator |
07/01/2012 |
trainees |
update of training certificate content |
02/01/2012 |
extranet administration |
filtering of emails generated by module |
31/12/2011 |
extranet administration |
ability to upload miscellaneous documents to the server |
31/12/2011 |
invoicing |
financial summary (contracts/invoices/credit notes/payments) by client |
30/11/2011 |
invoicing |
export to Excel (invoices/credit notes/payments) from financial summary by client |
30/11/2011 |
invoicing |
average days to payment by client |
30/11/2011 |
translation and interpreting |
quotations between selected dates report |
31/10/2011 |
translation and interpreting |
quotations year to date report |
31/10/2011 |
translation and interpreting |
advanced filtering of quotation listing |
31/10/2011 |
translation and interpreting |
ability to flag quotations as accepted or refused |
31/10/2011 |
lesson scheduling |
ability to sort weekly schedule view by contract/group (contract number or group name) |
30/09/2011 |
lesson scheduling |
update of daily schedule view |
30/09/2011 |
lesson scheduling |
ability to sort weekly schedule view by contract/group (contract number or group name) |
30/09/2011 |
lesson scheduling |
update of weekly schedule views by trainer, training room, course or contract/group |
30/09/2011 |
trainees |
advanced filtering and export to Excel of trainee listing by contract |
31/07/2011 |
trainees |
ability to link the needs analysis to the trainee record in a training contract |
31/07/2011 |
trainees |
useful links section added to trainee record |
31/07/2011 |
trainees |
certificate of training updated |
31/07/2011 |
trainees |
trainee course history updated |
31/07/2011 |
trainees |
language levels tab added to trainee history (summary and history by language) |
31/07/2011 |
trainees |
ability to attribute a language level in the trainee history at any time |
31/07/2011 |
trainees |
advanced filtering and export to Excel of trainee history and contact details |
31/07/2011 |
prospecting |
advanced filtering of contacts and clients by classification listing |
30/06/2011 |
prospecting |
ability to flag sales activity priorities |
30/06/2011 |
prospecting |
update of sales activity log |
30/06/2011 |
clients |
advanced filtering and export to Excel of client listing |
30/06/2011 |
prospecting |
advanced filtering of sales tasks report |
30/06/2011 |
prospecting |
advanced filtering of sales activity report |
30/06/2011 |
trainers |
advanced filtering and export to Excel of trainer listing |
30/06/2011 |
clients |
advanced filtering and export to Excel of contact listing |
30/06/2011 |
trainers |
trainer employment details listing with export to Excel |
30/06/2011 |
clients |
useful links section added to client record |
30/06/2011 |
hours reporting |
ability to add link to uploaded file from presence sheet |
21/05/2011 |
extranet administration |
ability to list files uploaded to the server |
31/03/2011 |
satisfaction questionnaires |
new version of trainee questionnaires module |
31/03/2011 |
satisfaction questionnaires |
ability to add questions of yes/no type |
31/03/2011 |
clients |
new version of clients module |
31/12/2010 |
translation and interpreting |
new version of translation and interpreting module |
31/08/2010 |
global |
HTML-formatted and plain text emails |
23/06/2010 |
invoicing |
ability to activate/deactivate bank details |
18/06/2010 |
initial evaluation reporting |
new version of initial evaluation reporting module |
11/06/2010 |
course reporting |
new version of course reporting module |
30/04/2010 |
course reporting |
ability to attribute numerical codes to dropdown menu items for reference during report creation |
03/03/2010 |
course reporting |
ability to select course report template in the trainee file |
03/03/2010 |
course reporting |
option to insert page break between course report and training hours received |
23/02/2010 |
invoicing |
export of invoices and credit notes to Quadratus accounting software |
22/02/2010 |
courses and contracts |
ability to manually flag inter company courses as completed |
18/02/2010 |
courses and contracts |
'creation date' column added to inter company course listing |
18/02/2010 |
courses and contracts |
ability to add further text to invoicing terms |
17/02/2010 |
inter-intra |
inter-intra module |
16/02/2010 |
clients |
ability to link to 3rd party e-learning platforms by client |
10/02/2010 |
course reporting |
filter function by internal accounting entity and year in trainee listings |
10/02/2010 |
hours reporting |
absences total by trainee includes group cancellations |
08/02/2010 |
hours reporting |
lesson cancellations appear in monthly summary by trainer |
02/02/2010 |
courses and contracts |
option to show your bank account details on training contracts |
25/01/2010 |
courses and contracts |
option to show client contact person on training contracts |
25/01/2010 |
clients |
client file includes link to invoice export template if available |
22/01/2010 |
clients |
client file includes link to presence sheet template if available |
22/01/2010 |
lesson scheduling |
printable version of lessons scheduled, completed and locked by contract |
21/01/2010 |
initial evaluation reporting |
option to show/hide corrected answers from trainee in the online level test |
21/01/2010 |
initial evaluation reporting |
unavailable periods added to needs analysis as an option |
20/01/2010 |
initial evaluation reporting |
ability to add free text questions to the online level test |
19/01/2010 |
initial evaluation reporting |
ability to set up and modify online level test by language |
18/01/2010 |
clients |
further fields added to the client group record |
15/01/2010 |
courses and contracts |
ability to issue training contracts at grouped client level whilst maintaining data at client entity level |
15/01/2010 |
initial evaluation reporting |
ability to add non-interrogative phrases and headings to the online level test |
12/01/2010 |
statistics and reporting |
sales reports by internal accounting entity, client, contract, language, salesperson |
08/01/2010 |
pedagogical materials |
new version of pedagogical materials module |
06/01/2010 |
training centres |
ability to invoice pedagogical materials ordered by training centres |
06/01/2010 |
invoicing |
link to contract details from invoice |
18/12/2009 |
pedagogical materials |
presentation of delivery costs and multiple V.A.T. rates in orders |
17/12/2009 |
pedagogical materials |
inclusion of delivery costs in order listings |
17/12/2009 |
hours reporting |
course title included in monthly summaries by trainer and by client |
15/12/2009 |
hours reporting |
total contract hours and hours remaining included in monthly summaries by trainer |
15/12/2009 |
hours reporting |
option to display inactive current contracts in the trainer monthly summary by contract |
15/12/2009 |
hours reporting |
breakdown of hours completed and remaining on multi-training type contracts |
14/12/2009 |
invoicing |
filter function by client in invoicing status report by contract |
14/12/2009 |
hours reporting |
option to allow entry of hours prior to lessons |
14/12/2009 |
statistics and reporting |
columns for start and end dates in at a glance hours reporting information by trainee in client access area now based on entries in the hours reporting module |
09/12/2009 |
invoicing |
amounts inclusive of V.A.T. shown by contract and by lesson on monthly invoice annex |
09/12/2009 |
translation and interpreting |
invoicing of quotations |
01/12/2009 |
invoicing |
export of invoice and credit note data to Sage for external invoicing |
24/11/2009 |
clients |
client group data automatically copied over to new client records |
24/11/2009 |
invoicing |
contract date added to invoicing status report by contract |
20/11/2009 |
invoicing |
filter function by internal accounting entity in invoicing status report by contract |
20/11/2009 |
invoicing |
search function to locate contracts directly in invoicing status report by contract |
20/11/2009 |
lesson scheduling |
default hours expanded to 7am-8pm |
17/11/2009 |
lesson scheduling |
lesson end time added to daily lesson scheduling view |
17/11/2009 |
statistics and reporting |
salesperson, training fund and link to contract details added to management reports |
09/11/2009 |
courses and contracts |
course formula added to multi-criteria search facility |
09/11/2009 |
trainees |
filter function by internal accounting entity in trainee listings |
04/11/2009 |
trainees |
search functions to locate trainee histories and details directly |
04/11/2009 |
courses and contracts |
comments added to contract summary in the contract record |
03/11/2009 |
courses and contracts |
list of deactivated contracts |
03/11/2009 |
courses and contracts |
option to deactivate contracts |
03/11/2009 |
hours reporting |
'absences' column added to monthly hours locking screens |
02/11/2009 |
clients |
filter functions by type of service provided and internal accounting entity in clients to be deleted listing |
01/11/2009 |
invoicing |
invoice listings by client group |
01/11/2009 |
courses and contracts |
dossier manager added to the contract record |
30/10/2009 |
statistics and reporting |
hours remaining to be scheduled by client |
27/10/2009 |
clients |
filter function by type of service provided in client listing |
13/10/2009 |
hours reporting |
option to include contract date on presence sheets |
10/10/2009 |
hours reporting |
option to include trainee email addresses on presence sheets |
10/10/2009 |
invoicing |
filter function by internal accounting entity in invoice listings |
05/10/2009 |
initial evaluation reporting |
online level test |
24/09/2009 |
invoicing |
export of invoices and credit notes to ComptabilitéExpert accounting software |
23/09/2009 |
extranet administration |
search function to locate user details directly |
22/09/2009 |
clients |
filter function by internal accounting entity in client and contact listings |
22/09/2009 |
extranet administration |
list of recently generated emails |
21/09/2009 |
global |
recording of emails generated by module |
21/09/2009 |
courses and contracts |
filter function by internal accounting entity in contract listings |
15/09/2009 |
invoicing |
export of invoices and credit notes to Cégid Expert accounting software |
12/09/2009 |
prospecting |
column added to proposal listings indicating the creation of training contracts |
08/09/2009 |
prospecting |
link to training contract if created from the proposal |
08/09/2009 |
courses and contracts |
link to proposal from the contract record |
08/09/2009 |
courses and contracts |
creation of new contracts as extensions to existing contracts |
05/09/2009 |
prospecting |
quick selection of current year end date possible for expected end date of training |
04/09/2009 |
courses and contracts |
quick selection of current year end date possible for expected end date of training |
04/09/2009 |
initial evaluation reporting |
tabulation of multiple choice questions and responses in the needs analysis |
01/09/2009 |
translation and interpreting |
ability to create quotations by type with multiple language combinations |
01/09/2009 |
hours reporting |
inter-company hours reporting appears in the client access area |
28/08/2009 |
extranet administration |
access to and update of workshop themes in the pedagogy section |
26/08/2009 |
clients |
tabulation of contact details in the client record |
25/08/2009 |
trainers |
ability to record/update/delete trainer contract types and dates in the trainer file |
25/08/2009 |
statistics and reporting |
work outstanding report by trainer broken down by contract |
25/08/2009 |
invoicing |
search function to locate outstanding invoices directly |
25/08/2009 |
statistics and reporting |
work outstanding reports by internal accounting entity, trainer, client, contract, language, salesperson |
23/08/2009 |
trainees |
ability to delete/modify certificates of training by trainee |
19/08/2009 |
statistics and reporting |
export to Excel of at a glance hours reporting information by trainee from client access area |
16/08/2009 |
trainers |
trainer contract types added to module setup |
01/08/2009 |
trainers |
search function to locate trainers details directly |
31/07/2009 |
invoicing |
search function to locate invoices directly |
31/07/2009 |
trainees |
search function to locate trainees directly |
31/07/2009 |
trainers |
date left company added to trainer record |
30/07/2009 |
satisfaction questionnaires |
global rating and histograms for each question added to completed trainee questionnaire views |
28/07/2009 |
hours reporting |
ability to enter lesson duration every 15 minutes up until 8 hours |
28/07/2009 |
lesson scheduling |
ability to schedule lesson duration every 15 minutes up until 8 hours |
28/07/2009 |
hours reporting |
hours entry by training type and trainee in multi-training type contracts |
27/07/2009 |
satisfaction questionnaires |
listing of completed questionnaires, intermediate, end of course, by client, by trainer and by year |
24/07/2009 |
satisfaction questionnaires |
search function to send/resend trainee questionnaires directly |
23/07/2009 |
satisfaction questionnaires |
screens to send trainee questionnaires are sortable by send date, resend date and return date |
23/07/2009 |
invoicing |
export to Excel of invoices and credit notes |
23/07/2009 |
hours reporting |
export to Excel of all hours completed between selected dates |
23/07/2009 |
courses and contracts |
ability to modify training types in validated multi-training type contracts |
22/07/2009 |
prospecting |
ability to modify training types in validated multi-training type proposals |
22/07/2009 |
clients |
entries in contact log are updatable |
21/07/2009 |
prospecting |
entries in contact log by client are updatable |
21/07/2009 |
clients |
search function to locate contacts details directly from various contact listings |
21/07/2009 |
extranet administration |
extranet access details added to trainer, client and training fund records |
20/07/2009 |
prospecting |
list of trainees can be printed as annex to training proposals |
10/07/2009 |
statistics and reporting |
percentage margin included in gross margin summary and reports |
09/07/2009 |
prospecting |
course location and planned start date added to the summary financial proposal |
09/07/2009 |
translation and interpreting |
multiple criteria search for translators and interpreters |
01/07/2009 |
translation and interpreting |
translator/interpreter records with information concerning languages and specialities |
01/07/2009 |
translation and interpreting |
client records |
01/07/2009 |
translation and interpreting |
ability to function to upload source and translated documents to the server and link to the quotation concerned |
01/07/2009 |
invoicing |
'absences' column added to monthly invoicing screen |
29/06/2009 |
invoicing |
comments included in invoice payment history |
29/06/2009 |
extranet administration |
ability to view files uploaded to server by directory |
27/06/2009 |
courses and contracts |
dossier cover sheet for inter-company courses |
26/06/2009 |
hours reporting |
title included in reports exported to Excel |
23/06/2009 |
invoicing |
unpaid invoices sortable by year |
22/06/2009 |
courses and contracts |
titling of multi-annual training contracts |
19/06/2009 |
statistics and reporting |
work in progress summary and reports by internal accounting entity, trainer, client, contract, language, salesperson |
12/06/2009 |
trainers |
native languages as well as teaching languages appear in trainer file |
09/06/2009 |
trainers |
native languages added to multi-criteria search facility |
09/06/2009 |
pedagogical materials |
recipient modifiable in order delivery address |
08/06/2009 |
pedagogical materials |
invoice recipient and address modifiable |
08/06/2009 |
statistics and reporting |
training contracts with no amount invoiced by client |
29/05/2009 |
lesson scheduling |
ability to schedule lessons from the weekly view by training room |
27/05/2009 |
satisfaction questionnaires |
trainer added to trainee questionnaire listing |
26/05/2009 |
hours reporting |
option to include trainee employee reference numbers on presence sheets |
15/05/2009 |
trainees |
search for trainee by position |
12/05/2009 |
lesson scheduling |
weekly scheduling view by training room |
11/05/2009 |
trainers |
trainer listing by team/location |
08/05/2009 |
trainers |
option to attach trainers to teams or locations within your organisation |
07/05/2009 |
lesson scheduling |
ability to select date directly from daily lesson scheduling view |
06/05/2009 |
clients |
ability to record default invoice payment mode in client record |
05/05/2009 |
invoicing |
ability to record invoice payment mode |
05/05/2009 |
invoicing |
option to show/hide contract numbers on monthly invoices |
04/05/2009 |
satisfaction questionnaires |
ability to delete completed questionnaires |
03/05/2009 |
clients |
website address added to client record |
03/05/2009 |
statistics and reporting |
training contracts inactive by client and between selected dates |
01/05/2009 |
hours reporting |
export to Excel of year to date summary reports by trainer, client, language and by salesperson |
01/05/2009 |
hours reporting |
training start and end dates added to year to date summary reports by contract and by trainee |
30/04/2009 |
hours reporting |
columns for 'DIF' contracts and language added to monthly summary in client access area |
29/04/2009 |
satisfaction questionnaires |
option to show multiple choice responses using a number or percentage scale |
28/04/2009 |
courses and contracts |
ability to modify the title of inter-company courses once created |
28/04/2009 |
prospecting |
amounts for training, supplementary costs and totals included in list of recently issued proposals |
27/04/2009 |
courses and contracts |
amounts for training, supplementary costs and totals included in list of recently issued contracts |
27/04/2009 |
courses and contracts |
search function to locate training contracts directly |
17/04/2009 |
prospecting |
search function to locate training proposals directly |
17/04/2009 |
statistics and reporting |
column for 'DIF' contracts added to at a glance hours reporting information by trainee in client access area |
17/04/2009 |
hours reporting |
columns for 'DIF' contracts and language added to contract history listing |
17/04/2009 |
tasks in progress |
tasks menu added to allow quicker access to current tasks |
16/04/2009 |
courses and contracts |
search for contract by group name |
12/04/2009 |
global |
3rd decimal place added to travel rate per km/mile |
09/04/2009 |
global |
module icon added to each screen to better indicate where the user is |
08/04/2009 |
hours reporting |
option to hide trainer names in client access area |
03/04/2009 |
invoicing |
trainee names appear in monthly invoices for single contracts, as well as in the invoice annex |
02/04/2009 |
satisfaction questionnaires |
non multiple choice questions no longer mandatory |
30/03/2009 |
hours reporting |
option to display inactive current contracts in the client monthly summary by contract |
26/03/2009 |
trainees |
ability to modify the training certificate date |
25/03/2009 |
invoicing |
reminder status by invoice |
24/03/2009 |
invoicing |
view and create invoice reminder letters by invoice |
24/03/2009 |
invoicing |
recap of hours by contract included in monthly invoice annex |
24/03/2009 |
statistics and reporting |
at a glance hours reporting information by trainee added to client access area |
20/03/2009 |
invoicing |
invoice reminder letter templates and due dates |
18/03/2009 |
extranet administration |
trainee search function added to client access area |
14/03/2009 |
invoicing |
travel costs by month shown in invoicing history by contract |
13/03/2009 |
training funds |
ability to delete training fund contacts |
11/03/2009 |
satisfaction questionnaires |
addition of training start date in questionnaire listings |
03/03/2009 |
satisfaction questionnaires |
search function to locate trainee questionnaires directly |
03/03/2009 |
satisfaction questionnaires |
questionnaire summary reports broken down by year |
02/03/2009 |
invoicing |
annex to invoices containing multiple training contracts |
26/02/2009 |
course reporting |
ability to create mid course reports |
24/02/2009 |
invoicing |
ability to invoice multiple training contracts on one free-form invoice |
23/02/2009 |
lesson scheduling |
expanded clickable areas in available slots make it easier to book lessons in scheduling views |
20/02/2009 |
invoicing |
ability to invoice multiple training contracts on one invoice |
18/02/2009 |
hours reporting |
option to display codes and reasons for absence on presence sheets |
12/02/2009 |
course reporting |
course reporting entry screens and reports modified to take into account unlimited hours contracts |
09/02/2009 |
invoicing |
recipient, address and due date included in invoice listings by client and by month |
06/02/2009 |
invoicing |
recipient and address included in list of unpaid invoices |
06/02/2009 |
hours reporting |
trainee absences included in monthly summaries by client |
05/02/2009 |
hours reporting |
total contract hours and hours remaining included in monthly summaries by client |
04/02/2009 |
hours reporting |
ability to lock hours entered by contract (by month and by lesson) |
30/01/2009 |
invoicing |
travel costs integrated into monthly invoices if selected upon hours entry |
27/01/2009 |
invoicing |
travel costs integrated directly into global invoices |
27/01/2009 |
courses and contracts |
amounts for training, supplementary costs and totals included in list of contracts |
26/01/2009 |
prospecting |
amounts for training, supplementary costs and totals included in list of proposals |
26/01/2009 |
invoicing |
order reference added to invoices |
22/01/2009 |
courses and contracts |
addition of field to record order reference |
22/01/2009 |
invoicing |
search for invoice by order reference |
22/01/2009 |
courses and contracts |
search for contract by order reference |
22/01/2009 |
invoicing |
credit notes added to invoice listings by client and by month |
15/01/2009 |
courses and contracts |
ability to modify lead trainer for inter-company courses |
14/01/2009 |
prospecting |
search function to locate client contact logs directly |
14/01/2009 |
prospecting |
contact log by client as well as by contact |
13/01/2009 |
course reporting |
search function to locate course reports directly |
12/01/2009 |
course reporting |
ability to deactivate course reports |
12/01/2009 |
trainees |
option to add standard free text to the trainee programme |
09/01/2009 |
courses and contracts |
option to show company signatory and position at the bottom of the training contract |
09/01/2009 |
courses and contracts |
total contract amount included on dossier cover sheet |
09/01/2009 |
courses and contracts |
option to show lead trainer name in the training contract, on a contract by contract basis |
09/01/2009 |
prospecting |
option to show company signatory and position at the bottom of the training proposal |
09/01/2009 |
hours reporting |
option to include trainee telephone numbers on presence sheets |
08/01/2009 |
global |
ability to show multiple quality and accreditation logos in screen footers |
07/01/2009 |
trainees |
trainee programme (document containing practical information as well as levels, the course objectives and content) |
07/01/2009 |
statistics and reporting |
expected end date of training added to management reports |
06/01/2009 |
trainees |
expected end date of training added to list of completed courses by trainee |
06/01/2009 |
pedagogical materials |
order transmission via email, Excel file, PDF, fax |
05/01/2009 |
pedagogical materials |
order listing and year to date report by supplier |
02/01/2009 |
training centres |
pedagogical materials order listing and year to date report by training centre |
02/01/2009 |
pedagogical materials |
report of pedagogical materials by quantity ordered |
02/01/2009 |
pedagogical materials |
order search facility |
23/12/2008 |
pedagogical materials |
links to view all orders and recently issued orders |
23/12/2008 |
pedagogical materials |
discount rates per media type and delivery rates added to the supplier file |
23/12/2008 |
lesson scheduling |
auto-refresh of daily lesson scheduling view every 2 minutes |
21/12/2008 |
lesson scheduling |
ability to modify completed (but not locked) hours from the lesson scheduling views |
21/12/2008 |
invoicing |
ability to create monthly invoices based on selected start and end of month dates |
21/12/2008 |
hours reporting |
ability to lock hours between selected start and end of month dates |
21/12/2008 |
extranet administration |
option to give access to client contact details by contract to the trainers concerned |
17/12/2008 |
extranet administration |
option to give trainers access to sub-contractor details |
17/12/2008 |
extranet administration |
option to set up calendar months or selected start and end date of months |
17/12/2008 |
training funds |
ability to set standard text in the training fund record and include this on invoices |
11/12/2008 |
statistics and reporting |
turnover for each internal accounting entity broken down by invoice code, client, salesperson and accounting code |
10/12/2008 |
lesson scheduling |
ability to auto-fill scheduled lessons directly from the scheduling menu |
09/12/2008 |
lesson scheduling |
training rooms added to scheduling views |
05/12/2008 |
trainers |
export to Excel of trainer details |
04/12/2008 |
lesson scheduling |
ability to auto-fill scheduled lessons from the contract record |
03/12/2008 |
lesson scheduling |
reporting of hours scheduled but not completed |
03/12/2008 |
initial evaluation reporting |
ability to deactivate dropdown menu items from needs analyses and initial evaluation reports |
28/11/2008 |
course reporting |
ability to deactivate dropdown menu items from course reports |
28/11/2008 |
hours reporting |
use of icons to indicate whether hours entered have been locked |
27/11/2008 |
lesson scheduling |
hours totals added to scheduling views |
25/11/2008 |
lesson scheduling |
daily lesson scheduling view of all trainers and sub-contractors |
25/11/2008 |
invoicing |
addition and modification of your bank account details |
21/11/2008 |
invoicing |
ability to attribute bank account details to individual clients as well as to internal accounting entities |
21/11/2008 |
invoicing |
IBAN and SWIFT code added to bank details |
21/11/2008 |
invoicing |
option to show columns for 'quantity' and 'unit price' in your invoices |
19/11/2008 |
lesson scheduling |
lesson scheduling module |
12/11/2008 |
trainers |
trainer list and details available from the trainer main menu |
06/11/2008 |
extranet administration |
ability to delete files uploaded to server |
30/10/2008 |
extranet administration |
client logo can be incorporated into client access screen headers |
30/10/2008 |
satisfaction questionnaires |
export to Excel of trainee questionnaire responses by client |
15/10/2008 |
courses and contracts |
addition of field to capture date of contract return/signature by client |
14/10/2008 |
courses and contracts |
option to record billable journeys when training hours are entered |
13/10/2008 |
hours reporting |
links to modify unlocked hours entries from the hours entry screen |
03/10/2008 |
hours reporting |
link to add hours entries from the modify hours entry screen |
03/10/2008 |
hours reporting |
ability to enter hours for trainers at simultaneous start dates/times when lessons are cancelled |
03/10/2008 |
hours reporting |
ability to enter hours for sub-contractors at simultaneous start dates/times |
03/10/2008 |
satisfaction questionnaires |
"no response" option added to multi-choice questions |
01/10/2008 |
courses and contracts |
ability to create training contracts with an unlimited number of hours |
30/09/2008 |
trainees |
option to include trainee signature on certificate of training |
30/09/2008 |
prospecting |
ability to create training proposals with an unlimited number of hours |
30/09/2008 |
initial evaluation reporting |
option to capture trainee breakdown of foreign language use via the needs analysis |
24/09/2008 |
initial evaluation reporting |
ability to update a trainee needs analysis |
18/09/2008 |
initial evaluation reporting |
ability to delete a trainee from the initial evaluation module |
18/09/2008 |
initial evaluation reporting |
option to display trainee needs by level of use or urgency |
18/09/2008 |
invoicing |
monthly invoice listings broken down by internal accounting entity |
13/09/2008 |
hours reporting |
year to date breakdown of hours by trainer for each client |
12/09/2008 |
trainees |
trainee course history (document containing practical information as well as initial and course reporting, the course training plan and hours reporting) |
10/09/2008 |
trainees |
required language level added to the trainee file |
08/09/2008 |
prospecting |
addition of travel costs as a separate financial entry in the training proposal |
22/08/2008 |
courses and contracts |
addition of travel costs as a separate financial entry in the training contract |
22/08/2008 |
courses and contracts |
planned end date of training no longer a mandatory field |
06/08/2008 |
prospecting |
planned end date of training no longer a mandatory field |
06/08/2008 |
trainers |
trainer file includes link to staff file (Word or PDF) |
05/08/2008 |
hours reporting |
group presence sheet size increased from 8 to 10 lines |
04/08/2008 |
clients |
client code (reference rather than accounting) added to client record |
01/08/2008 |
clients |
search function to locate clients details directly from various client listings |
25/07/2008 |
course reporting |
control tip text added to full-width dropdown menus for enhanced viewing of content |
24/07/2008 |
initial evaluation reporting |
control tip text added to full-width dropdown menus for enhanced viewing of content |
24/07/2008 |
hours reporting |
direct links to year in year to date reports for clients, contracts, trainers, salespersons and languages |
18/07/2008 |
prospecting |
total training amount added to lists of validated proposals and proposals awaiting validation |
15/07/2008 |
invoicing |
ability to change label text for services total on non-V.A.T. invoices |
15/07/2008 |
prospecting |
links to client and contact records from sales activity and action reports |
15/07/2008 |
course reporting |
option to add list of training hours received to course report |
11/07/2008 |
invoicing |
invoice listings by client and by month |
10/07/2008 |
trainees |
list of completed courses by trainee with links to trainee questionnaires, course reports and certificates of training |
04/07/2008 |
extranet administration |
extranet URL included in welcome emails to new users |
28/06/2008 |
extranet administration |
currency setting by internal accounting entity |
28/06/2008 |
trainees |
letterhead information added to certificate of training |
19/06/2008 |
pedagogical materials |
search facilities by title, EAN code and multi-criteria |
11/06/2008 |
pedagogical materials |
materials management module |
11/06/2008 |
invoicing |
option to add supplementary costs to monthly training invoices |
04/06/2008 |
invoicing |
export of invoices and credit notes to TEN'CO accounting software |
30/05/2008 |
course reporting |
option to allow/disallow client access to the course reporting module |
29/05/2008 |
hours reporting |
option to allow/disallow client access to the hours reporting module |
29/05/2008 |
initial evaluation reporting |
option to allow/disallow client access to the initial evaluation reporting module |
29/05/2008 |
satisfaction questionnaires |
option to allow/disallow client access to the trainee questionnaires module |
29/05/2008 |
initial evaluation reporting |
template options broken down into components (needs analysis, initial evaluation and course programme) and dependent dropdown menus |
27/05/2008 |
initial evaluation reporting |
search function to locate clients directly when populating or sending needs analyses, initial evaluation reports and updating trainee information |
27/05/2008 |
extranet administration |
salesperson option added to administrator information; dropdown lists for salespersons are based on this setting |
26/05/2008 |
trainers |
trainer file includes link to recruitment file (Word or PDF) |
23/05/2008 |
invoicing |
credit notes menu allows you to view, add and search for credit note information |
06/05/2008 |
courses and contracts |
settings for signatory title and signature position added to accompanying letters; accessible from global parameters in the extranet setup menu |
25/04/2008 |
extranet administration |
reference list of icons added to the help and assistance menu |
24/04/2008 |
extranet administration |
help and assistance module containing user and setup guides |
24/04/2008 |
satisfaction questionnaires |
ability to send email to trainee from his/her questionnaire history |
22/04/2008 |
satisfaction questionnaires |
ability to delete unused questions from the questionnaire templates |
21/04/2008 |
satisfaction questionnaires |
preview of questionnaires at setup stage |
21/04/2008 |
statistics and reporting |
company and sub-contracted activity for the pedagogical and financial report |
18/04/2008 |
statistics and reporting |
persons providing the training and trainee types for the pedagogical and financial report |
17/04/2008 |
invoicing |
link to invoice from list of unpaid invoices |
16/04/2008 |
statistics and reporting |
completed training contracts by client |
14/04/2008 |
extranet administration |
financial year start and end set by internal accounting entity |
10/04/2008 |
global |
landscape printing of wide-format reports |
08/04/2008 |
statistics and reporting |
training contracts with no hours entered by client |
07/04/2008 |
statistics and reporting |
training contracts nearing completion by client |
07/04/2008 |
hours reporting |
hours remaining on active contracts by client and at selected date |
04/04/2008 |
statistics and reporting |
training contracts inactive by client and since selected date |
02/04/2008 |
invoicing |
unpaid invoices listed by salesperson, client and invoice recipient |
31/03/2008 |
invoicing |
ability to set/block invoice date by internal accounting entity |
26/03/2008 |
trainers |
ability to create trainer assignment agreements by contract/group |
25/03/2008 |
statistics and reporting |
report listing 1) hours completed not invoiced, 2) hours invoiced not completed, 3) value of hours completed and not invoiced and 4) deferred income on training hours |
19/03/2008 |
trainees |
default trainee search by history (links to each contract from search results) |
19/03/2008 |
trainees |
comments and test levels by contract added to trainee history |
19/03/2008 |
extranet administration |
function to upload files to the server (quality logos, digital signatures, cvs, language level tests (templates), language level tests (completed), pedagogical resources, product sheets, pedagogical material thumbnails, recruitment files, staff files, cli |
10/03/2008 |
initial evaluation reporting |
ability to attach level test to the needs analysis email sent to trainees |
07/03/2008 |
invoicing |
payments menu allows you to view, update and search for payment information by invoice |
06/03/2008 |
invoicing |
ability to record payments on your invoices |
05/03/2008 |
global |
European number formatting set throughout |
29/02/2008 |
course reporting |
further options added to course report templates |
27/02/2008 |
initial evaluation reporting |
further options added to initial evaluation report templates |
27/02/2008 |
trainees |
capture of comments concerning the trainee upon creation of the contract (both for the trainee history and particular to the contract) |
25/02/2008 |
hours reporting |
batch printing of presence sheets (globally or by trainer) |
22/02/2008 |
course reporting |
group name included in course report |
15/02/2008 |
trainees |
list of trainees by client (active, all, trainee histories) |
11/02/2008 |
invoicing |
ability to record detail of invoicing terms at multiple due dates as free text |
07/02/2008 |
invoicing |
ability to set standard text in the client record and include this on invoices to your client |
06/02/2008 |
invoicing |
option to show your V.A.T. number on your invoices |
04/02/2008 |
global |
icons introduced for modules and tasks |
01/02/2008 |
courses and contracts |
ability to set up batch covering letter for combination of non-'DIF' and 'DIF' contracts |
01/02/2008 |
courses and contracts |
ability to set up batch covering letter for multiple 'DIF' contracts |
01/02/2008 |
courses and contracts |
ability to set up batch covering letter for multiple contracts |
01/02/2008 |
courses and contracts |
ability to select a contact for contract correspondence different to the selected client contact person |
30/01/2008 |
courses and contracts |
ability to set up covering letters for 'DIF' contracts |
30/01/2008 |
prospecting |
ability to select a contact for proposal correspondence different to the selected prospect contact person |
30/01/2008 |
prospecting |
link to create training contract directly from a sales proposal |
29/01/2008 |
prospecting |
ability to modify validated proposals if authorised in the module settings |
28/01/2008 |
trainers |
trainer file includes link to trainer cv (Word or PDF) |
24/01/2008 |
global |
logos on documents (presence sheets, contracts, proposals, invoices, certificates of training, reports) specific to the internal accounting entity concerned |
24/01/2008 |
trainers |
trainer file includes option for consulting as service provided |
24/01/2008 |
courses and contracts |
ability to show trainee job titles on training contracts |
23/01/2008 |
course reporting |
course start and report dates included in report header |
23/01/2008 |
prospecting |
trainee job titles appear on training proposals |
23/01/2008 |
invoicing |
contract and invoiced amounts appear in invoicing status report by contract |
22/01/2008 |
courses and contracts |
creation of training contract based on initial evaluation report data |
22/01/2008 |
prospecting |
proposed start and dates for the training are optional rather than required fields |
21/01/2008 |
courses and contracts |
creation of training contract from sales proposal |
18/01/2008 |
courses and contracts |
option to show financial breakdown of multi-training types in the training contract |
18/01/2008 |
prospecting |
option to show financial breakdown of multi-training types in the training proposal |
18/01/2008 |
invoicing |
ability to include abbreviations "F" (invoice) and "A" (credit note) on invoices and credit notes |
18/01/2008 |
trainees |
telephone numbers and email addresses appear in trainee listings by client |
18/01/2008 |
satisfaction questionnaires |
trainee group name appears in tracking and send lists |
14/01/2008 |
trainers |
trainer file includes services provided (training/translation/interpreting) |
12/01/2008 |
courses and contracts |
direct links to print training contract from the list of contracts (paper and PDF formats) |
11/01/2008 |
prospecting |
direct links to print sales proposal from the list of proposals (paper and PDF formats) |
11/01/2008 |
course reporting |
enhanced validation of start/end/objective levels |
04/01/2008 |
extranet administration |
linkage between course types and reporting templates (start and end of course) |
04/01/2008 |
course reporting |
setup of course report templates |
04/01/2008 |
initial evaluation reporting |
setup of initial evaluation report templates |
04/01/2008 |
course reporting |
option to show tested or estimated end of course level |
04/01/2008 |
course reporting |
option to include further training proposal in course reports can be set globally by administrators |
26/12/2007 |
course reporting |
trainee group name appears in report lists |
21/12/2007 |
hours reporting |
training type visible for each lesson in hours entry screens |
20/12/2007 |
hours reporting |
email to trainer facility from hours entry screens |
19/12/2007 |
hours reporting |
addition of proposed start and end dates in hours entry screens |
19/12/2007 |
invoicing |
list of invoicing and settlement terms by client |
07/12/2007 |
courses and contracts |
option to show/hide financial information on dossier cover sheet |
29/11/2007 |
courses and contracts |
'lead trainer' and 'internal accounting entity' columns added to contract listings |
28/11/2007 |
courses and contracts |
multi-training and inter-company details appear on dossier cover sheet |
21/11/2007 |
courses and contracts |
creation of individual multi-training type contracts |
21/11/2007 |
hours reporting |
ability for administrators to enter hours directly by trainer or by client |
19/11/2007 |
global |
automatically resized full-width screen view (except print versions) |
18/11/2007 |
global |
icons indicate reports with Excel download facility |
16/11/2007 |
satisfaction questionnaires |
batch authorisation of sending of questionnaires by trainee and questionnaire type |
15/11/2007 |
hours reporting |
hours entry for multi-training type contracts |
15/11/2007 |
trainees |
comments from the trainee history available in the trainee record for each contract |
14/11/2007 |
hours reporting |
export to Excel of at a glance hours reporting information by client |
08/11/2007 |
extranet administration |
link for trainers to log in under new username from the trainer main menu |
07/11/2007 |
invoicing |
for training fund invoices, option to record client account code in export file to accounting software |
31/10/2007 |
hours reporting |
hours remaining at previous year end included on client year to date reports |
30/10/2007 |
hours reporting |
direct link to inter-company hours entry from the trainer main menu |
30/10/2007 |
satisfaction questionnaires |
client access to completion rates |
27/10/2007 |
extranet administration |
option to include quality accreditation and logo |
27/10/2007 |
hours reporting |
contracted hours and hours remaining included on client year to date reports |
24/10/2007 |
statistics and reporting |
turnover reports by internal accounting entity, invoice code, client and salesperson: year to date |
23/10/2007 |
trainees |
upon trainee activation, option to select/unselect all trainees for intermediate and end of course questionnaires |
19/10/2007 |
trainers |
post code included in trainer listings |
19/10/2007 |
initial evaluation reporting |
option to capture trainee preferred time slot via the needs analysis |
15/10/2007 |
course reporting |
automatic update of end of course language level in the trainee record |
13/10/2007 |
hours reporting |
option to include course title on presence sheets |
11/10/2007 |
hours reporting |
option to show course title in training contract listings |
11/10/2007 |
courses and contracts |
option to show course title in training contract listings |
05/10/2007 |
hours reporting |
ability to modify hours entries where the full number of contracted hours has been entered |
04/10/2007 |
initial evaluation reporting |
trainee telephone number included in needs analysis information |
02/10/2007 |
trainees |
trainee contact details available to trainers |
01/10/2007 |
trainees |
free text field for comments added to the trainee contact details |
29/09/2007 |
invoicing |
partial credit notes |
28/09/2007 |
invoicing |
line breaks in invoice text fields |
27/09/2007 |
course reporting |
instant update of level histograms during course report preparation |
22/09/2007 |
course reporting |
options to include further training proposal in course reports |
21/09/2007 |
invoicing |
recipient address modifiable upon generation of invoices |
19/09/2007 |
hours reporting |
at a glance hours reporting information by client directly accessible from the module menu |
19/09/2007 |
hours reporting |
option to include lesson scheduling on presence sheets |
18/09/2007 |
hours reporting |
contracted hours and hours remaining appear in the year-to-date hours report by client and trainee |
18/09/2007 |
invoicing |
link to any corresponding credit note from the invoice listing |
17/09/2007 |
courses and contracts |
group name and trainer management accessible from the contract record |
14/09/2007 |
trainees |
existing group name added automatically to trainees added to single group contracts |
14/09/2007 |
clients |
setting of default email recipients by client for initial evaluation and course reports |
13/09/2007 |
hours reporting |
link back to contract details from hours entry screens for administrators |
11/09/2007 |
invoicing |
invoicing of inter-company contracts |
11/09/2007 |
hours reporting |
hours entry for inter-company contracts |
10/09/2007 |
trainees |
ability to delete trainees from validated training contracts where no training reports have been entered |
10/09/2007 |
courses and contracts |
list of training contracts by trainer |
06/09/2007 |
clients |
ability to delete contacts where no proposals, training contracts, invoices, credit notes or entries in the contact log have been entered |
31/08/2007 |
hours reporting |
reporting of monthly guided learning time |
31/08/2007 |
trainers |
search for trainers by surname, first name or either name |
29/08/2007 |
trainers |
recording of and search by trainer specialisations |
29/08/2007 |
courses and contracts |
creation of inter-company training courses |
27/08/2007 |
training funds |
ability to modify training fund names if authorised in the global settings |
25/08/2007 |
courses and contracts |
inclusion of cost descriptions where the amount of costs to be billed is unknown, e.g. travel costs |
23/08/2007 |
clients |
list of clients by services provided (training/translation/interpreting) |
22/08/2007 |
courses and contracts |
closing contract text accounts for the 3rd copy required for 'DIF' contracts |
21/08/2007 |
satisfaction questionnaires |
printable personalised blank questionnaires include tick boxes for multi-choice questions |
21/08/2007 |
hours reporting |
inclusion of trainer signature by lesson on presence sheets |
14/08/2007 |
initial evaluation reporting |
ability to populate needs analysis trainee list with existing trainees |
09/08/2007 |
trainees |
ability to delete trainees where no proposals, training contracts or trainee reports have been entered |
07/08/2007 |
trainers |
print version of trainer listing |
06/08/2007 |
trainers |
links to trainer details when activating and matching usernames to your trainers |
06/08/2007 |
satisfaction questionnaires |
authorisation of sending of questionnaires by trainee and questionnaire type (the default setting is true) |
05/08/2007 |
clients |
ability to modify client/prospect company names if authorised in the global settings |
02/08/2007 |
courses and contracts |
differentiation of 'DIF' contracts during and outside trainee working time |
01/08/2007 |
clients |
ability to delete clients where no proposals, training contracts, invoices, credit notes, hours, trainee reports or questionnaires have been entered |
30/07/2007 |
hours reporting |
ability to set client access to course content notes in the module settings |
30/07/2007 |
clients |
links to username and client details when activating and matching usernames to your clients |
28/07/2007 |
invoicing |
export of invoices and credit notes to accounting software by internal accounting entity |
25/07/2007 |
extranet administration |
automatic numbering of contracts and invoices by internal accounting entity |
23/07/2007 |
clients |
upon creation of new client, default V.A.T. area setting automatically based on country of client |
22/07/2007 |
global |
2 or 4 digit format for year in automatic numbering of contracts and invoices |
22/07/2007 |
courses and contracts |
inclusion of all supplementary fields for updating validated contracts |
18/07/2007 |
courses and contracts |
inclusion of hours remaining in the contract record |
18/07/2007 |
invoicing |
ability to set invoice codes and include these on your invoices |
11/07/2007 |
hours reporting |
ability to set which supplementary fields in the training contract should appear on the presence sheets in the module settings |
06/07/2007 |
hours reporting |
inclusion of client contact person on presence sheets |
06/07/2007 |
courses and contracts |
ability to include a digital signature in the contract and covering letter |
06/07/2007 |
invoicing |
addition of testing and audit costs as a separate financial entry in the invoice |
03/07/2007 |
courses and contracts |
ability to show items free of charge in the training contract |
03/07/2007 |
courses and contracts |
addition of testing and audit costs as a separate financial entry in the training contract |
03/07/2007 |
courses and contracts |
allow addition of payment terms to the contract template |
30/06/2007 |
courses and contracts |
ability to send sales conditions in PDF format with the training contract |
29/06/2007 |
initial evaluation reporting |
addition of signatory and evaluator to the report |
29/06/2007 |
initial evaluation reporting |
ability to set report terminology in the module settings |
29/06/2007 |
invoicing |
list of client account codes |
21/06/2007 |
trainees |
ability to register new trainees pre-contract |
07/06/2007 |
extranet administration |
access to and update of course specialisations in the pedagogy section |
01/06/2007 |
courses and contracts |
search for contract by trainee name |
31/05/2007 |
courses and contracts |
search for contract by course title |
31/05/2007 |
courses and contracts |
ability to set up covering letters for contracts |
31/05/2007 |
invoicing |
search for invoice by trainee name |
31/05/2007 |
extranet administration |
links to contact technical support and system administrator by email |
15/05/2007 |
satisfaction questionnaires |
completion rates globally, by trainer and by client |
15/05/2007 |
global |
presentation of lists (contracts, invoices, trainees etc.) globally and by salesperson |
30/04/2007 |
statistics and reporting |
reporting of turnover by sales accounting code: year to date, between dates and monthly |
30/04/2007 |
hours reporting |
link to the absence codes from the hours entry screen |
30/04/2007 |
trainees |
addition of trainee address in the trainee record |
30/04/2007 |
courses and contracts |
recap of the contract value, work in progress and work invoiced |
19/04/2007 |
invoicing |
export of invoices and credit notes to Ciel, Cégid and EBP accounting software |
16/04/2007 |
invoicing |
export of invoices and credit notes to Winner accounting software |
13/04/2007 |
invoicing |
issuing of full credit notes |
12/04/2007 |
invoicing |
ability to invoice outside of the training contract in free-form format |
31/03/2007 |
invoicing |
invoicing status by contract |
31/03/2007 |
clients |
ability to group client entities under a global client |
31/03/2007 |
courses and contracts |
ability to authorise the modification and deletion of validated contracts |
20/03/2007 |
hours reporting |
tracking of guided learning time |
20/03/2007 |
trainees |
addition of department code and employee number fields in the trainee record |
28/02/2007 |
hours reporting |
recording of course content notes upon hours entry |
28/02/2007 |
hours reporting |
ability to display today's date on presence sheets |
31/01/2007 |