System Update: Search the program list

Small changes have big impact!

 With the addition of a search bar, you can now type and search within the program drop down list:

If you have any issues using this new feature for the first time please clear your browser cache.

Here's the search feature in action:

System Update: Completion Date now available in the Custom Search results

We've added a small improvement to the Custom Search results page. The search results page and the Excel export of a custom search now include the date the form was completed.

To see this in action perform a Custom Search:

The results page (and the Excel export) now include a column for Date completed. If the form is outstanding, the completion date will be blank. When you reopen a form, the report will show the initial completion date. Once re-submitted, the report will update to include the new completion date. 

By exporting to Excel, the Date completed field, helps programs to calculate items such as time to completion via Excel formulas.

System Update: No need to hide unnecessary columns in the Form Data Report

When we released the new Form Data Report, we included specific default columns. We heard this was creating the need to de-select several columns when customizing reports.

Thanks to user feedback, we have changed the columns selected by default, when you run the Form Data Report. If you want to include more columns in your report you can use the Show/hide columns to customize the columns:

Please visit the Form Data Report support article for more information about this reporting option.

System Update: You can now save reports within the Reports Center!

The team has been hard at work and now you can save all reports within the Reports Center!

Go to Reports > Report Center > choose any report option available. Our example below uses the Form Data Report:

Choose the date range for View assessments between and check the forms you’d like to report on and click Run report:

When report running completes, customize with the Show/hide columns, sorting and Filters. When you've finalized the report settings click Save report:

This will allow you to Name the saved report and add a Description:

Once saved you can find your saved reports on the main Form Data Report page or by clicking Run new report:

A few things to note about the report saving feature:

• Saved reports are group specific and will be available to users that have report access. 
• Naming the report with relevant, meaningful information is important. Consider adding items such as your name, date range, report purpose, etc. in the report title). 
• Anyone with access to reporting can delete any saved reports.

System Update: Your to dos are now displayed chronologically (most recent first)

When a user logs into one45, the first page they are usually taken to is their To Dos. There is a slight change to how To Dos in an eDossier will load - previously they were alphabetical by activity, they now default to being sorted chronologically with the most recent forms at the top of each section/list of forms.

Please let your users know so they aren’t surprised by this change.

Note: You are still able to sort each section/list of forms by the various column headings by clicking on the title of the column:

System Update: Easily select all numeric columns on the Form Data Report

Based on your feedback, you are now able to easily select or deselect the numeric or text answers for each likert question you'd like to see in your Form Data Report.

When choosing which columns you'd like to include in your Form Data Report, on the show/hide columns page you can now:

a. Select all or none of the numeric and text columns where a likert scale was used in the question.

b. See which of the columns/questions are numerical and which are text answers for likert scale based questions.

System Update: Admins can now delete forms in bulk

Admin users with the general edit permission are now able to bulk delete forms, rather than deleting one form at a time.

Sendouts > Custom Search > add search criteria > Search For Forms:

From the search results page you click the Bulk Delete button which then allows you to click the checkboxes of the forms you’d like to delete. Choosing the checkbox at the top will let you select all forms in the list. Once you’ve indicated which forms you’d like to delete you click Delete forms.