administration system for language schools and training centres

24/04/13

ability to deactivate client contacts

28/02/13

option to require entry of client contact email address

30/09/12

Google Maps integration in the client record

30/09/12

useful links section added to client group record

30/06/11

advanced filtering and export to Microsoft Excel of client listing

30/06/11

useful links section added to client record

30/06/11

advanced filtering and export to Microsoft Excel of contact listing

31/12/10

new version of clients module

10/02/10

ability to link to 3rd party e-learning platforms by client

22/01/10

client file includes link to invoice export template if available

22/01/10

client file includes link to presence sheet template if available

15/01/10

further fields added to the client grouping record

24/11/09

client group data automatically copied over to new client records

01/11/09

filter functions by type of service provided and internal accounting entity in clients to be deleted listing

13/10/09

filter function by type of service provided in client listing

22/09/09

filter function by internal accounting entity in client and contact listings

25/08/09

tabulation of contact details in the client file

21/07/09

search function to locate contacts details directly from various contact listings

21/07/09

entries in contact log are updatable

05/05/09

ability to record default invoice payment mode in client record

03/05/09

website address added to client record

01/08/08

client code (reference rather than accounting) added to client record

25/07/08

search function to locate clients details directly from various client listings

13/09/07

setting of default email recipients by client for initial evaluation and course reports

31/08/07

ability to delete contacts where no proposals, training contracts, invoices, credit notes or entries in the contact log have been entered

22/08/07

list of clients by services provided (training/translation/interpreting)

02/08/07

ability to modify client/prospect company names if authorised in the global settings

30/07/07

ability to delete clients where no proposals, training contracts, invoices, credit notes, hours, trainee reports or questionnaires have been entered

28/07/07

links to username and client details when activating and matching usernames to your clients

22/07/07

upon creation of new client, default V.A.T. area setting automatically based on country of client

31/03/07

ability to group client entities under a global client

26/04/13

report dates (activated, completed, locked) added to listings

26/04/13

ability to disable course report creation by course duration and type and by client

31/03/13

colour code for course reports due in trainee listings

28/02/13

ability to filter trainees and course report status by course type and duration

28/02/13

for groups, the ability to complete common section of course reports once only

30/04/10

new version of course reporting module

03/03/10

ability to select course report template in the trainee file

03/03/10

ability to attribute numerical codes to dropdown menu items for reference during report creation

23/02/10

option to insert page break between course report and training hours received

10/02/10

filter function by internal accounting entity and year in trainee listings

24/02/09

option to create mid course reports

09/02/09

course reporting entry screens and reports modified to take into account unlimited hours contracts

12/01/09

search function to locate course reports directly

12/01/09

ability to deactivate course reports

28/11/08

ability to deactivate dropdown menu items from course reports

24/07/08

control tip text added to full-width dropdown menus for enhanced viewing of content

11/07/08

option to add list of training hours received to course report

29/05/08

option to allow/disallow client access to the course reporting module

27/02/08

further options added to course report templates

15/02/08

group name included in course report

23/01/08

course start and report dates included in report header

04/01/08

setup of course report templates

04/01/08

enhanced validation of start/end/objective levels

04/01/08

option to show tested or estimated end of course level

26/12/07

option to include further training proposal in course reports can be set globally by administrators

21/12/07

trainee group name appears in report lists

13/10/07

automatic update of end of course language level in the trainee record

22/09/07

instant update of level histograms during course report preparation

21/09/07

options to include further training proposal in course reports

19/05/13

table row background colour changes upon hovering of the cursor

13/02/13

server update

30/11/12

ability to specify month end, date of invoice payment terms

31/12/11

filtering of emails generated by module

23/06/10

HTML-formatted and plain text emails

21/09/09

recording of emails generated by module

09/04/09

3rd decimal place added to travel rate per km/mile

08/04/09

module icon added to each screen to better indicate where the user is

01/03/13

option to include client contact person on presence sheets

08/02/10

absences total by trainee includes group cancellations

02/02/10

lesson cancellations appear in monthly summary by trainer

15/12/09

course title included in monthly summaries by trainer and by client

15/12/09

total contract hours and hours remaining included in monthly summaries by trainer

15/12/09

option to display inactive current contracts in the trainer monthly summary by contract

14/12/09

breakdown of hours completed and remaining on multi-training type contracts

14/12/09

option to allow entry of hours prior to lessons

02/11/09

absences column added to monthly hours locking screens

10/10/09

option to include trainee email addresses on presence sheets

10/10/09

option to include contract date on presence sheets

28/08/09

inter-company hours reporting appears in the client access area

28/07/09

ability to enter lesson duration every 15 minutes up until 8 hours

27/07/09

hours entry by training type and trainee in multi-training type contracts

23/07/09

export of all hours taught between selected dates to Microsoft Excel

23/06/09

title included in reports exported to Excel

15/05/09

option to include trainee employee reference numbers on presence sheets

01/05/09

export to Microsoft Excel of year to date summary reports by trainer, client, language and by salesperson

30/04/09

training start and end dates added to year to date summary reports by contract and by trainee

29/04/09

columns for 'DIF' contracts and language added to monthly summary in client access area

17/04/09

columns for 'DIF' contracts and language added to contract history listing

03/04/09

option to hide trainer names in client access area

26/03/09

option to display inactive current contracts in the client monthly summary by contract

12/02/09

option to display codes and reasons for absence on presence sheets

05/02/09

trainee absences included in monthly summaries by client

04/02/09

total contract hours and hours remaining included in monthly summaries by client

30/01/09

ability to lock hours entered by contract (by month and by lesson)

08/01/09

option to include trainee telephone numbers on presence sheets

21/12/08

ability to lock hours between selected start and end of month dates

27/11/08

use of icons to indicate whether hours entered have been locked

03/10/08

ability to enter hours for sub-contractors at simultaneous start dates/times

03/10/08

ability to enter hours for trainers at simultaneous start dates/times when lessons are cancelled

03/10/08

links to modify unlocked hours entries from the hours entry screen

03/10/08

link to add hours entries from the modify hours entry screen

12/09/08

year to date breakdown of hours by teacher for each client

04/08/08

group presence sheet size increased from 8 to 10 lines

18/07/08

direct links to year in year to date reports for clients, contracts, trainers, salespersons and languages

29/05/08

option to allow/disallow client access to the hours reporting module

04/04/08

hours remaining on active contracts by client and at selected date

22/02/08

batch printing of presence sheets (globally or by trainer)

20/12/07

training type visible for each lesson in hours entry screens

19/12/07

email to trainer facility from hours entry screens

19/12/07

addition of proposed start and end dates in hours entry screens

19/11/07

ability for administrators to enter hours directly by trainer or by client

15/11/07

hours entry for multi-training type contracts

08/11/07

export to Microsoft Excel of at a glance hours reporting information by client

30/10/07

direct link to inter-company hours entry from the trainer main menu

30/10/07

hours remaining at previous year end included on client year to date reports

24/10/07

contracted hours and hours remaining included on client year to date reports

11/10/07

option to show course title in training contract listings

11/10/07

option to include course title on presence sheets

04/10/07

ability to modify hours entries where the full number of contracted hours has been entered

19/09/07

at a glance hours reporting information by client directly accessible from the module menu

18/09/07

contracted hours and hours remaining appear in the year-to-date hours report by client and trainee

18/09/07

option to include lesson scheduling on presence sheets

11/09/07

link back to contract details from hours entry screens for administrators

10/09/07

hours entry for inter-company contracts

31/08/07

reporting of monthly guided learning time

14/08/07

inclusion of trainer signature by lesson on presence sheets

30/07/07

ability to set client access to course content notes in the module settings

06/07/07

ability to set which supplementary fields in the training contract should appear on the presence sheets in the module settings

06/07/07

inclusion of client contact person on presence sheets

30/04/07

link to the absence codes from the hours entry screen

20/03/07

tracking of guided learning time

28/02/07

recording of course content notes upon hours entry

31/01/07

ability to display today's date on presence sheets

19/05/13

option to ask trainee the number of years he/she has studied the target language

19/05/13

ability to batch select existing trainees for needs analysis and level testing

19/05/13

option to ask trainee the frequency of use of the target language

19/05/13

previous needs analyses and online level tests can be viewed from the trainee needs analysis and online level test tracking page

19/05/13

ability to capture trainee work address and mobile phone number upon completion of needs analysis or online level test

15/10/12

ability to select language for the sending of needs analysis/online level test emails to trainees

11/06/10

new version of initial evaluation reporting module

21/01/10

option to show/hide corrected answers from trainee in the online placement test

20/01/10

unavailable periods added to needs analysis as an option

19/01/10

ability to add free text questions to the online placement test

18/01/10

ability to set up and modify online placement test by language

12/01/10

ability to add non-interrogative phrases and headings to the online placement test

24/09/09

online placement test

01/09/09

tabulation of multiple choice questions and responses in the needs analysis

28/11/08

ability to deactivate dropdown menu items from needs analyses and initial evaluation reports

24/09/08

option to capture trainee breakdown of foreign language use via the needs analysis

18/09/08

ability to update a trainee needs analysis

18/09/08

ability to delete a trainee from the initial evaluation module

18/09/08

option to display trainee needs by level of use or urgency

24/07/08

control tip text added to full-width dropdown menus for enhanced viewing of content

29/05/08

option to allow/disallow client access to the initial evaluation reporting module

27/05/08

search function to locate clients directly when populating or sending needs analyses, initial evaluation reports and updating trainee information

27/05/08

template options broken down into components (needs analysis, initial evaluation and course programme) and dependent dropdown menus

07/03/08

ability to attach level test to the needs analysis email sent to trainees

27/02/08

further options added to initial evaluation report templates

04/01/08

setup of initial evaluation report templates

15/10/07

option to capture trainee preferred time slot via the needs analysis

02/10/07

trainee telephone number included in needs analysis information

09/08/07

ability to populate needs analysis trainee list with existing trainees

29/06/07

addition of signatory and evaluator to the report

29/06/07

ability to set report terminology in the module settings

16/02/10

inter-intra module

30/11/11

average days to payment by client

30/11/11

export to Microsoft Excel (invoices/credit notes/payments) from financial summary by client

30/11/11

financial summary (contracts/invoices/credit notes/payments) by client

18/06/10

ability to activate/deactivate bank details

22/02/10

export of invoices and credit notes to Quadratus accounting software

30/01/10

invoicing status by client

18/12/09

link to contract details from invoice

14/12/09

filter function by client in invoicing status report by contract

09/12/09

amounts inclusive of V.A.T. shown by contract and by lesson on monthly invoice annex

24/11/09

export of invoice and credit note data to Sage for external invoicing

20/11/09

contract date added to invoicing status report by contract

20/11/09

filter function by internal accounting entity in invoicing status report by contract

20/11/09

search function to locate contracts directly in invoicing status report by contract

01/11/09

invoice listings by client grouping

05/10/09

filter function by internal accounting entity in invoice listings

23/09/09

export of invoices and credit notes to ComptabilitéExpert accounting software

12/09/09

export of invoices and credit notes to Cégid Expert accounting software

25/08/09

search function to locate outstanding invoices directly

31/07/09

search function to locate invoices directly

23/07/09

export of invoices and credit notes to csv (Microsoft Excel)

29/06/09

absences column added to monthly invoicing screen

29/06/09

comments included in invoice payment history

22/06/09

unpaid invoices sortable by year

05/05/09

ability to record invoice payment mode

04/05/09

option to show/hide contract numbers on monthly invoices

02/04/09

trainee names appear in monthly invoices for single contracts, as well as in the invoice annex

24/03/09

reminder status by invoice

24/03/09

view and create invoice reminder letters by invoice

24/03/09

recap of hours by contract included in monthly invoice annex

18/03/09

invoice reminder letter templates and due dates

13/03/09

travel costs by month shown in invoicing history by contract

26/02/09

annex to invoices containing multiple training contracts

23/02/09

ability to invoice multiple training contracts on one free-form invoice

18/02/09

ability to invoice multiple training contracts on one invoice

06/02/09

recipient, address and due date included in invoice listings by client and by month

06/02/09

recipient and address included in list of unpaid invoices

27/01/09

travel costs integrated directly into global invoices

27/01/09

travel costs integrated into monthly invoices if selected upon hours entry

22/01/09

order reference added to invoices

22/01/09

search for invoice by order reference

15/01/09

credit notes added to invoice listings by client and by month

21/12/08

ability to create monthly invoices based on selected start and end of month dates

11/12/08

ability to set standard text in the OPCA record and include this on invoices

21/11/08

ability to attribute bank account details to individual clients as well as to internal accounting entities

21/11/08

addition and modification of your bank account details

21/11/08

IBAN and SWIFT code added to bank details

19/11/08

option to show columns for quantity and unit price in your invoices

13/09/08

monthly invoice listings broken down by internal accounting entity

15/07/08

ability to change label text for services total on non-V.A.T. invoices

10/07/08

invoice listings by client and by month

04/06/08

option to add supplementary costs to monthly training invoices

30/05/08

export of invoices and credit notes to TEN'CO accounting software

06/05/08

credit notes menu allows you to view, add and search for credit note information

16/04/08

link to invoice from list of unpaid invoices

31/03/08

unpaid invoices listed by salesperson, client and invoice recipient

26/03/08

ability to set/block invoice date by internal accounting entity

06/03/08

payments menu allows you to view, update and search for payment information by invoice

05/03/08

ability to record payments on your invoices

07/02/08

ability to record detail of invoicing terms at multiple due dates as free text

06/02/08

ability to set standard text in the client record and include this on invoices to your client

04/02/08

option to show your V.A.T. number on your invoices

22/01/08

contract and invoiced amounts appear in invoicing status report by contract

18/01/08

ability to include abbreviations "F" (invoice) and "A" (credit note) on invoices and credit notes

07/12/07

list of invoicing and settlement terms by client

31/10/07

for OPCA invoices, option to record client account code in export file to accounting software

28/09/07

partial credit notes

27/09/07

line breaks in invoice text fields

19/09/07

recipient address modifiable upon generation of invoices

17/09/07

link to any corresponding credit note from the invoice listing

11/09/07

invoicing of inter-company contracts

25/07/07

export of invoices and credit notes to accounting software by internal accounting entity

11/07/07

ability to set invoice codes and include these on your invoices

03/07/07

addition of testing and audit costs as a separate financial entry in the invoice

21/06/07

list of client account codes

31/05/07

search for invoice by trainee name

16/04/07

export of invoices and credit notes to Ciel, Cégid and EBP accounting software

13/04/07

export of invoices and credit notes to Winner accounting software

12/04/07

issuing of full credit notes

31/03/07

ability to invoice outside of the training contract in free-form format

31/03/07

invoicing status by contract

06/01/10

new version of pedagogical materials module

17/12/09

presentation of delivery costs and multiple V.A.T. rates in orders

17/12/09

inclusion of delivery costs in order listings

08/06/09

recipient modifiable in order delivery address

08/06/09

invoice recipient and address modifiable

05/01/09

order transmission via email, Excel file, PDF, fax

02/01/09

order listing and year to date report by supplier

02/01/09

report of pedagogical materials by quantity ordered

23/12/08

discount rates per media type and delivery rates added to the supplier file

23/12/08

order search facility

23/12/08

links to view all orders and recently issued orders

11/06/08

search facilities by title, EAN code and multi-criteria

11/06/08

materials management module

31/10/12

ability to archive training proposal

31/10/12

training proposal templates by internal accounting entity and language

31/10/12

ability to export training proposal data to Microsoft Excel for mail merge

31/10/12

proposal covering letters by internal accounting entity and language

31/10/12

ability to replicate training proposal

31/10/12

ability to modify client name in training proposal without starting over

31/10/12

trainee or group name in proposal listings

31/10/12

new version of prospecting module

30/06/11

advanced filtering of sales tasks report

30/06/11

update of sales activity log

30/06/11

ability to flag sales activity priorities

30/06/11

advanced filtering of contacts and clients by classification listing

30/06/11

advanced filtering of sales activity report

08/09/09

column added to proposal listings indicating the creation of training contracts

08/09/09

link to training contract if created from the proposal

04/09/09

quick selection of current year end date possible for expected end date of training

22/07/09

ability to modify training types in validated multi-training type proposals

21/07/09

entries in contact log by client are updatable

10/07/09

list of trainees can be printed as annex to training proposals

09/07/09

course location and planned start date added to the summary financial proposal

27/04/09

amounts for training, supplementary costs and totals included in list of recently issued proposals

17/04/09

search function to locate training proposals directly

26/01/09

amounts for training, supplementary costs and totals included in list of proposals

14/01/09

search function to locate client contact logs directly

13/01/09

contact log by client as well as by contact

09/01/09

option to show company signatory and position at the bottom of the training proposal

22/08/08

addition of travel costs as a separate financial entry in the training proposal

06/08/08

planned end date of training no longer a mandatory field

15/07/08

total training amount added to lists of validated proposals and proposals awaiting validation

15/07/08

links to client and contact records from sales activity and action reports

30/01/08

ability to select a contact for proposal correspondence different to the selected prospect contact person

29/01/08

link to create training contract directly from a sales proposal

28/01/08

ability to modify validated proposals if authorised in the module settings

23/01/08

trainee job titles appear on training proposals

21/01/08

proposed start and dates for the training are optional rather than required fields

18/01/08

option to show financial breakdown of multi-training types in the training proposal

11/01/08

direct links to print sales proposal from the list of proposals (paper and PDF formats)

01/03/13

monthly and year to date reporting by trainee across client group

28/02/13

trainer access to listing of his/her contracts with no hours entered

28/02/13

update of financial report: proposals

28/02/13

trainer access to listing of his/her inactive contracts

28/02/13

update of reports: management

28/02/13

update of financial report: sales

31/12/12

update of pedagogical and financial report

30/09/12

trainees at a glance information across client group

28/09/12

trainer access to needs analysis, programme, trainee questionnaires, end of course report and course history concerning his/her trainees

28/09/12

trainer access to trainee history and contact details for his/her trainees

08/01/10

sales reports by internal accounting entity, client, contract, language, salesperson

09/12/09

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

09/11/09

salesperson, OPCA and link to contract details added to management reports

27/10/09

hours remaining to be scheduled by client

25/08/09

work outstanding report by trainer broken down by contract

23/08/09

work outstanding reports by internal accounting entity, trainer, client, contract, language, salesperson

16/08/09

export of at a glance hours reporting information by trainee to Microsoft Excel from client access area

09/07/09

percentage margin included in gross margin summary and reports

19/06/09

gross margin summary and reports by internal accounting entity, trainer, client, contract, language, salesperson

12/06/09

work in progress summary and reports by internal accounting entity, trainer, client, contract, language, salesperson

29/05/09

training contracts with no amount invoiced by client

01/05/09

training contracts inactive by client and between selected dates

17/04/09

column for 'DIF' contracts added to at a glance hours reporting information by trainee in client access area

20/03/09

at a glance hours reporting information by trainee added to client access area

06/01/09

expected end date of training added to management reports

10/12/08

turnover for each internal accounting entity broken down by invoice code, client, salesperson and accounting code

18/04/08

trainer diagnostic for the 'bilan pédagogique'

17/04/08

trainer and trainee information for the 'bilan pédagogique'

14/04/08

completed training contracts by client

07/04/08

training contracts with no hours entered by client

07/04/08

training contracts nearing completion by client

02/04/08

training contracts inactive by client and since selected date

19/03/08

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

23/10/07

turnover reports by internal accounting entity, invoice code, client and salesperson: year to date

30/04/07

reporting of turnover by sales accounting code: year to date, between dates and monthly

15/04/13

management of unavailable slots by trainer

15/04/13

monthly schedule view by teacher

01/03/13

late-cancellations appear in red in schedule views

01/03/13

parameters added to lesson scheduling module

15/02/13

group convocation via the auto-fill lesson schedule function

30/11/12

option for trainers to view daily schedules by trainer and by lesson room

30/11/12

daily schedule view by trainer and by lesson room

30/11/12

update of conflict management regarding time slots

30/06/12

read-only option for trainers to view schedules

20/02/12

creation of trainee convocation via the auto-fill lesson schedule function

15/01/12

public holidays taken into account with auto-fill lesson schedule function (possibility to carry over lessons to end of proposed schedule)

30/09/11

update of daily schedule view

30/09/11

ability to sort weekly schedule view by contract/group (contract number or group name)

30/09/11

update of weekly schedule views by trainer, lesson room, course or contract/group

30/09/11

ability to sort weekly schedule view by contract/group (contract number or group name)

21/01/10

printable version of lessons scheduled, completed and locked by contract

17/11/09

default hours expanded to 7am-8pm

17/11/09

lesson end time added to daily lesson scheduling view

28/07/09

ability to schedule lesson duration every 15 minutes up until 8 hours

27/05/09

ability to schedule lessons from the weekly view by training room

11/05/09

weekly scheduling view by training room

06/05/09

ability to select date directly from daily lesson scheduling view

20/02/09

expanded clickable areas in available slots make it easier to book lessons in scheduling views

21/12/08

auto-refresh of daily lesson scheduling view every 2 minutes

21/12/08

ability to modify completed (but not locked) hours from the lesson scheduling views

09/12/08

ability to auto-fill scheduled lessons directly from the scheduling menu

05/12/08

training rooms added to scheduling views

03/12/08

reporting of hours scheduled but not completed

03/12/08

ability to auto-fill scheduled lessons from the view/update contract screen

25/11/08

daily lesson scheduling view of all trainers and sub-contractors

25/11/08

hours totals added to scheduling views

12/11/08

lesson scheduling module

31/10/12

new version of extranet administration module

07/01/12

ability to attribute module access authorizations by administrator

07/01/12

global view of module access authorizations by administrator

07/01/12

ability to associate newly-created username to corresponding client or trainer record directly

31/12/11

ability to upload miscellaneous documents to the server

30/06/11

new version of extranet management module

31/03/11

ability to list files uploaded to the server

22/09/09

search function to locate user details directly

21/09/09

list of recently generated emails

26/08/09

access to and update of workshop themes in the pedagogy section

20/07/09

extranet access details added to trainer, client and OPCA records

27/06/09

ability to view files uploaded to server by directory

14/03/09

trainee search function added to client access area

11/03/09

ability to delete OPCA contacts

07/01/09

ability to show multiple quality and accreditation logos in screen footers

17/12/08

option to give access to client contact details by contract to the trainers concerned

17/12/08

option to give trainers access to sub-contractor details

17/12/08

option to set up calendar months or selected start and end date of months

30/10/08

client logo can be incorporated into client access screen headers

30/10/08

ability to delete files uploaded to server

30/09/08

ability to create training proposals and contracts with an unlimited number of hours

28/06/08

currency setting by internal accounting entity

28/06/08

extranet URL included in welcome emails to new users

26/05/08

salesperson option added to administrator information; dropdown lists for salespersons are based on this setting

24/04/08

help and assistance module containing user and setup guides

24/04/08

reference list of icons added to the help and assistance menu

10/04/08

financial year start and end set by internal accounting entity

08/04/08

landscape printing of wide-format reports

10/03/08

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, client logos)

29/02/08

European number formatting set throughout

01/02/08

icons introduced for modules and tasks

24/01/08

logos on documents (presence sheets, contracts, proposals, invoices, certificates of training, reports) specific to the internal accounting entity concerned

04/01/08

linkage between course types and reporting templates (start and end of course)

18/11/07

automatically resized full-width screen view (except print versions)

16/11/07

icons indicate reports with Microsoft Excel download facility

07/11/07

link for trainers to log in under new username from the trainer main menu

28/10/07

handling of apostrophe in search facilities

27/10/07

option to include quality accreditation and logo

25/08/07

ability to modify OPCA names if authorised in the global settings

23/07/07

automatic numbering of contracts and invoices by internal accounting entity

22/07/07

2 or 4 digit format for year in automatic numbering of contracts and invoices

01/06/07

access to and update of course specialisations in the pedagogy section

15/05/07

links to contact technical support and system administrator by email

30/04/07

presentation of lists (contracts, invoices, trainees etc.) globally and by salesperson

16/04/09

tasks menu added to allow quicker access to current tasks

27/05/13

trainee overall rating appears in the questionnaire listings exported to Microsoft Excel

05/04/13

end of course questionnaires summary across client group

05/04/13

intermediate questionnaires summary across client group

28/02/13

summary by course type

28/02/13

summary by language

15/10/12

ability to select language for the sending of questionnaire emails to trainees

31/03/11

ability to add questions of yes/no type

31/03/11

new version of trainee questionnaires module

28/07/09

global rating and histograms for each question added to completed trainee questionnaire views

24/07/09

listing of completed questionnaires, intermediate, end of course, by client, by trainer and by year

23/07/09

screens to send trainee questionnaires are sortable by send date, resend date and return date

23/07/09

search function to send/resend trainee questionnaires directly

26/05/09

trainer added to trainee questionnaire listing

03/05/09

ability to delete completed questionnaires

28/04/09

option to show multiple choice responses using a number or percentage scale

30/03/09

non multiple choice questions no longer mandatory

03/03/09

addition of training start date in questionnaire listings

03/03/09

search function to locate trainee questionnaires directly

02/03/09

questionnaire summary reports broken down by year

15/10/08

export of trainee questionnaire responses by client to Microsoft Excel

01/10/08

"no response" option added to multi-choice questions

29/05/08

option to allow/disallow client access to the trainee questionnaires module

22/04/08

ability to send email to trainee from his/her questionnaire history

21/04/08

ability to delete unused questions from the questionnaire templates

21/04/08

preview of questionnaires at setup stage

14/01/08

trainee group name appears in tracking and send lists

15/11/07

batch authorisation of sending of questionnaires by trainee and questionnaire type

27/10/07

client access to completion rates

21/08/07

printable personalised blank questionnaires include tick boxes for multi-choice questions

05/08/07

authorisation of sending of questionnaires by trainee and questionnaire type (the default setting is true)

15/05/07

completion rates globally, by trainer and by client

28/02/13

email addresses appear in trainee listings by contract

30/06/12

end of course management at a glance

30/03/12

ability to create training programme based on needs analysis

20/02/12

link to trainee convocation from trainee record

02/01/12

update of training certificate content

31/07/11

advanced filtering and export to Microsoft Excel of trainee history and contact details

31/07/11

advanced filtering and export to Microsoft Excel of trainee listing by contract

31/07/11

language levels tab added to trainee history (summary and history by language)

31/07/11

certificate of training updated

31/07/11

ability to attribute a language level in the trainee history at any time

31/07/11

trainee course history updated

31/07/11

useful links section added to trainee record

04/11/09

search functions to locate trainee histories and details directly

04/11/09

filter function by internal accounting entity in trainee listings

19/08/09

ability to delete/modify certificates of training by trainee

31/07/09

search function to locate trainees directly

12/05/09

search for trainee by position

25/03/09

ability to modify the training certificate date

09/01/09

option to add standard free text to the trainee programme

07/01/09

trainee programme (document containing practical information as well as levels, the course objectives and content)

06/01/09

expected end date of training added to list of completed courses by trainee

30/09/08

option to include trainee signature on certificate of training

10/09/08

trainee course history (document containing practical information as well as initial and course reporting, the course training plan and hours reporting)

08/09/08

required language level added to the trainee file

04/07/08

list of completed courses by trainee with links to trainee questionnaires, course reports and certificates of training

19/06/08

letterhead information added to certificate of training

19/03/08

comments and test levels by contract added to trainee history

19/03/08

default trainee search by history (links to each contract from search results)

25/02/08

capture of comments concerning the trainee upon creation of the contract (both for the trainee history and particular to the contract)

11/02/08

list of trainees by client (active, all, trainee histories)

18/01/08

telephone numbers and email addresses appear in trainee listings by client

14/11/07

comments from the trainee history available in the trainee record for each contract

19/10/07

upon trainee activation, option to select/unselect all trainees for intermediate and end of course questionnaires

01/10/07

trainee contact details available to trainers

29/09/07

free text field for comments added to the trainee contact details

14/09/07

existing group name added automatically to trainees added to single group contracts

10/09/07

ability to delete trainees from validated training contracts where no training reports have been entered

07/08/07

ability to delete trainees where no proposals, training contracts or trainee reports have been entered

07/06/07

ability to register new trainees pre-contract

30/04/07

addition of trainee address in the trainee record

28/02/07

addition of department code and employee number fields in the trainee record

30/06/11

trainer employment details listing with export to Microsoft Excel

30/06/11

advanced filtering and export to Microsoft Excel of trainer listing

25/08/09

ability to record/update/delete trainer contract types and dates in the trainer file

01/08/09

trainer contract types added to module setup

31/07/09

search function to locate trainers details directly

30/07/09

date left company added to trainer record

09/06/09

native languages as well as teaching languages appear in trainer file

09/06/09

native languages added to multi-criteria search facility

08/05/09

trainer listing by team/location

07/05/09

option to attach trainers to teams or locations within your organisation

04/12/08

export of trainer details to Microsoft Excel

06/11/08

trainer list and details available from the trainer main menu

05/08/08

trainer file includes link to staff file (Word or PDF)

23/05/08

trainer file includes link to recruitment file (Word or PDF)

25/03/08

option to create trainer assignment agreements for your training contracts

24/01/08

trainer file includes link to trainer cv (Word or PDF)

24/01/08

trainer file includes option for consulting as service provided

12/01/08

trainer file includes services provided (training/translation/interpreting)

19/10/07

post code included in trainer listings

29/08/07

recording of and search by trainer specialisations

29/08/07

search for trainers by surname, first name or either name

06/08/07

print version of trainer listing

06/08/07

links to trainer details when activating and matching usernames to your trainers

06/01/10

ability to invoice pedagogical materials ordered by training centres

02/01/09

pedagogical materials order listing and year to date report by training centre

22/04/13

creation of amendments to contracts

30/06/12

contracts awaiting return and/or order reference from client

30/06/12

end of course management at a glance

30/06/12

order reference added to multi-criteria search facility

30/06/12

multi-criteria search facility for inter-company training

30/06/12

contract listing view by course details and by financial information

30/06/12

group size and trainees registered in contract listings with colour code

30/06/12

ability to create trainee contract before creation of the corresponding inter-company course

30/06/12

training contract covering letters by internal accounting entity and language

30/06/12

ability to deactivate trainee from inter-company course

30/06/12

ability to archive training contract

30/06/12

new version of training contracts module

30/06/12

training contract templates by internal accounting entity and language

30/06/12

ability to replicate training contract

30/06/12

contract listing by criterion

18/02/10

ability to manually flag inter company courses as completed

18/02/10

creation date column added to inter company course listing

17/02/10

ability to add further text to invoicing terms

25/01/10

option to show your bank account details on training contracts

25/01/10

option to show client contact person on training contracts

15/01/10

ability to issue training contracts at grouped client level whilst maintaining data at client entity level

09/11/09

course formula added to multi-criteria search facility

03/11/09

comments added to contract summary in the view/update contract screen

03/11/09

option to deactivate contracts

03/11/09

list of deactivated contracts

30/10/09

dossier manager added to contract details

15/09/09

filter function by internal accounting entity in contract listings

08/09/09

link to proposal from the view/update contract screen

05/09/09

creation of new contracts as extensions to existing contracts

04/09/09

quick selection of current year end date possible for expected end date of training

22/07/09

ability to modify training types in validated multi-training type contracts

26/06/09

file cover sheet for inter-company courses

19/06/09

titling of multi-annual training contracts

28/04/09

ability to modify the title of inter-company courses once created

27/04/09

amounts for training, supplementary costs and totals included in list of recently issued contracts

17/04/09

search function to locate training contracts directly

12/04/09

search for contract by group name

26/01/09

amounts for training, supplementary costs and totals included in list of contracts

22/01/09

search for contract by order reference

22/01/09

addition of field to capture order reference

14/01/09

ability to modify lead trainer for inter-company courses

09/01/09

option to show lead trainer name in the training contract, on a contract by contract basis

09/01/09

total contract amount included on printable file cover sheet

09/01/09

option to show company signatory and position at the bottom of the training contract

14/10/08

addition of field to capture date of contract return/signature by client

13/10/08

option to record billable journeys when training hours are entered

22/08/08

addition of travel costs as a separate financial entry in the training contract

06/08/08

planned end date of training no longer a mandatory field

25/04/08

settings for signatory title and signature position added to accompanying letters; accessible from global parameters in the extranet setup menu

01/02/08

ability to set up batch covering letter for multiple contracts

01/02/08

ability to set up batch covering letter for multiple 'DIF' contracts

01/02/08

ability to set up batch covering letter for combination of non-DIF and DIF contracts

30/01/08

ability to set up covering letters for 'DIF' contracts

30/01/08

ability to select a contact for contract correspondence different to the selected client contact person

23/01/08

ability to show trainee job titles on training contracts

22/01/08

creation of training contract based on initial evaluation report data

18/01/08

option to show financial breakdown of multi-training types in the training contract

18/01/08

creation of training contract from sales proposal

11/01/08

direct links to print training contract from the list of contracts (paper and PDF formats)

29/11/07

option to show/hide financial information on file cover sheet

28/11/07

addition of columns for lead trainer and internal accounting entity in contract listings

21/11/07

creation of individual multi-training type contracts

21/11/07

multi-training and inter-company details appear on printable file cover sheet

05/10/07

option to show course title in training contract listings

14/09/07

group name and trainer management accessible from the view/update contract screen

06/09/07

list of training contracts by trainer

27/08/07

creation of inter-company training contracts

23/08/07

inclusion of cost descriptions where the amount of costs to be billed is unknown, e.g. travel costs

21/08/07

closing contract text accounts for the 3rd copy required for DIF contracts

01/08/07

differentiation of 'DIF' contracts during and outside trainee working time

18/07/07

inclusion of hours remaining in the view/update contract screen

18/07/07

inclusion of all supplementary fields for updating validated contracts

06/07/07

ability to include a digital signature in the contract and covering letter

03/07/07

addition of testing and audit costs as a separate financial entry in the training contract

03/07/07

ability to show items free of charge in the training contract

30/06/07

allow addition of payment terms to the contract template

29/06/07

ability to send sales conditions in PDF format with the training contract

31/05/07

search for contract by trainee name

31/05/07

search for contract by course title

31/05/07

ability to set up covering letters for contracts

19/04/07

recap of the contract value, work in progress and work invoiced

20/03/07

ability to authorise the modification and deletion of validated contracts

15/04/13

satisfaction questionnaires summary across client group

15/04/13

links to client group record

15/04/13

useful links section added to client group record

15/10/12

ability to select language for the sending of questionnaire emails to clients

30/09/12

Google Maps integration in the client record

31/10/11

advanced filtering of quotation listing

31/10/11

quotations year to date report

31/10/11

ability to flag quotations as accepted or refused

31/10/11

quotations between selected dates report

31/08/10

new version of translation and interpreting module

01/12/09

invoicing of quotations

01/09/09

ability to create quotations by type with multiple language combinations

01/07/09

ability to function to upload source and translated documents to the server and link to the quotation concerned

01/07/09

multiple criteria search for translators and interpreters

01/07/09

client records

01/07/09

translator/interpreter records with information concerning languages and specialities