Release Notes up to 2024-09-28 Contract Management Sprint 98/99

This release contains any general fixes and small tweaks for this period as we continue to work on new features for our Quarter 3 implementation due next release.

New + Improved

Improved Response Required Date

If a Response Required Date has been calculated within FastDraft this is always to appear as a non-editable field on the pertinent forms - eg Instruction/Notification/Submission draft.

Improved Supplier and Client CWN workflows

It is now possible to toggle off the reply for the notice step of the Supplier CWN and Client CWN workflows

Improved validation when deactivating a user

We have added safeguards to ensure contract notifications are always delivered to an Active user. When a user is deactivated via their Company record or as part of bulk deactivation by Admin users, a warning message will be displayed. This is to ensure that all users named on the dashboard are Active - which ensures notifications from the contract will be received. (Users who are named on the dashboard are NOT able to disable notifications).

Improved visibility of tags^^

We have made the visibility of tags (in register columns and in the relations tab) dependent on whether or not workflow tags have been configured for the contract or project company

Improved flexibility on naming notifications

We have removed static naming on some of our workflows, (eg Task Orders) so that if the name is changed within the workflow - the correct (ie changed) name will be displayed on the relevant notification.

New warning message

We recently introduced tracking of Emails on FastDraft. We have added a message ‘Communicated date predates this functionality’, if the selected notification was communicated before tracking was implemented.

Bug fixes

  • When linked to a Master Template the Contract list and Contract Summary report should show the Master Template Name (not the template that the master was copied from)
  • We have corrected date validation that a date can’t be chosen that is greater than 10 years - in the past or the future, even though it could be selected via the calendar. (We currently consider a valid date up to June 2079).
  • We have corrected where an RFQ Relation could not be cleared on a task order when in draft mode.
  • We recently implemented a restraint that only System Owners could amend a Company logo. This inadvertently restricted any Admin user from adding a Company logo to a new company. We have now reinstated permissions to add a company logo for the following admin users; Site Support/Site Administrator/Company Administrator/System Administrator/System Owner).
  • We have removed the Contract Dates link on the dashboard if the contract does not have the Implemented CE workflow - previously it would display the Contracts register instead.

Notes

^^ Items marked with a double up arrow require specific permissions or subscription types before they are available.

** Items marked with a double asterisk will provide improved scalability, performance and reliability for the platform and will be rolled out in the near future.