What's New
Users
- Alpha Sort Menu Item
Easily sort records alphabetically by using the Alpha Sort menu item under the Module Menu.
Applications
- Paperless Interviews
Create Interview Panels and give them access to the new Online Interviews section of your web services. Panelists can log in during a specified window, see the schedule of interviews, view applicant forms/documents, and score them. Scores are customizable and feed directly into TradeSchool. - Batch Schedule Interviews
Schedule all interviews at once using a new tool modeled after the Batch Schedule Aptitude Test tool. - Minimum Character Count in Applications
Specify a minimum character count for online application forms or interview scoring forms. - Require Sequential Completion of Application Steps
Applicants must complete application steps in sequential order. - Completion Timestamp in Application Web Steps
Track exactly when an applicant completed an application step online. - New Slider Type Element
Add a “Slider” element to applications and interview forms, with a customizable numeric range. - Notes Field in Applications Header
View and edit the “Notes” field under the Personal tab of the Application header at all times. - Alpha Sort Menu Item
Easily sort records alphabetically by using the Alpha Sort menu item under the Module Menu.
Apprentices
- Apprentice Document Sharing
Upload and share apprentice documents through web services. - Batch Advance
Advance all eligible apprentices at once using your “Eligible to Advance” formula, with automatic notifications. - Pay Scale Settings: Update and Create Button
Preview wage updates with an Update button, or use Create to duplicate records with new pay scale settings and advance dates. - Supervisor Does Not Exist Message
Apprentices requesting online evaluations will be notified if their supervisor’s email doesn’t match a user record. - Additional Date and Text Header Fields
Three additional date fields and two text fields have been added to apprentices’ headers. - Alpha Sort Menu Item
Easily sort apprentice records alphabetically under the Module Menu. - Apprentice Evaluation Requests
Enable apprentices to request evaluations from contractors. Requests go to designated evaluation contacts or a custom email, with signature support added.
Training
- Instructor/Student Document Sharing
Instructors can upload class documents for students, while offices can share documents to both groups. - Online Class Live Chat
Office, instructors, and students can communicate in group chat. Moderated by office and instructors. - Setup Dates Calendar View
View and edit class schedules directly from a calendar view. - Schedule Class Dates Every [x] Weeks
Schedule recurring classes every 2, 3, or 4 weeks with custom options. - Notes Field in Training Header
Add notes in the header to be tied to the class record. - Alpha Sort Menu Item
Easily sort training records alphabetically under the Module Menu.
Messaging
- Rich Text Editor in Correspondence Email
New formatting options, image uploads, hyperlinks, and embedded document links are now available in email templates. - Check Messages from Web Services
Users can now view all correspondence and automated emails in a new Messages tab in Web Services. - Message Log Tab
Quickly check recent message status directly from the Correspondence tab in each module.
Sales
- Credit Card Fee Line Item
Automatically calculate a credit card fee so that your net after fees matches the original invoice total. - Credit Usage
Allow students to apply account credits toward class registration fees during online registration.
Documents and Notes
- Documents Storage Moved to AWS S3
All stored documents are now hosted securely in AWS S3 for improved encryption, performance, and reduced backup size. - Custom Maximum Drop Zone Document Size
Customize maximum upload sizes beyond the default 10MB.
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