What's New: October 2024

Your October 2024 update includes a huge expansion of support for custom fields throughout your platform, time-saving data auditing features, and a brand-new Internet Calendar sync to connect your Outlook Calendar to Trainer and Venue calendars.

 

October 2024 Release:

 


 

 

Further links:

🤗 If you would like any support with this new feature please get in touch with our Customer Support Team

If you have any ideas of how we can improve the product further, please log these on our Product Portal

Finally, if you would like to be a part of our product development process, you can join our Product Loop Club! Read more about our Loop Club

Core Platform Updates

Platform navigation improvements

We’ve optimised your platform with a more compact collapsible menu, giving you extra room to work from. Plus, we have relocated a couple of menu options. They are still easily accessible but now out of your way, keeping everything you need within reach!

 

3 Better menu collapse.gif

 

In this update we have upgraded the menu collapse feature!

The main navigation menu on the left of your platform can already be collapsed, which gives you much more room to work from and can be especially helpful on pages like the Course Calendar!

1 Collapsing the menu.gif

With this update, the collapsed menu no longer includes menu labels. This means it is more compact than before and gives you access to more menu options at once!

However, when you hover over it, it will automatically expand to give you full visibility of each menu option’s label.

Whether you use a small monitor, zooming options, or you just like to see as much content as possible on your screen, this update is a big help to give you more space in your platform to view and work from!

 

To tidy your main navigation menu further, the ‘Switching’ menu options have been relocated to the ‘Profile’ options at the top of your platform.

 

  • To switch into the ‘Portal Mode’ to view the platform as an individual/Delegate, the ‘Switch to Portal Mode’ option will now be available from the ‘Profile’ option at the very top-right of your platform.

  • If you still have a ‘Switch to Legacy System’ option available in your platform, this will also now be available from the ‘Profile’ options.

Relocating these options away from the Main Navigation Menu keeps them easily accessible but out of your way, so you can focus on what matters most!


Keep everyone in sync with Time Zone visibility

Keep everyone aligned with improved time zone management! You can now set time zones per Course and view these time zones across your platform, making it easier to organise and display Courses across multiple regions.

 

 

Prior to this update, the time zone for your Courses was always defined per Training Provider. This meant that if you wanted to schedule Courses across multiple time zones, you would need to create a new Training Provider for each zone.

While you will still be able to set your ‘default’ time zone per Training Provider, you will now also be able to override this per Course!

This means that you can define your Training Provider as operating in ‘(UTC) Dublin, Edinburgh, Lisbon, London’ (for example), then apply an alternative time zone to any Course that is running in a different time zone, e.g. '(UTC+02:00) Athens, Bucharest'.

‘Time Zone’ is also available as a Bulk Edit option from your Courses DataGrid, meaning you can update the allocated Time Zone to Courses in bulk!

How does it work?

  • If your Course has an allocated Time Zone, this will be used in your basket and in any communications where you have included Time Zone.

  • If your Course does not have an allocated Time Zone, then it will be assumed that the Course is running in your default Time Zone, set against your Training Provider.

 

 

We have made Time Zones visible in more places across your platform! You can now include and view the Time Zone for each Course in the:

  • Learner Portal

  • Course Calendar

  • Columns in all DataGrids that include Course Start & End Dates; including the Courses DataGrids, Delegates DataGrids, and Resource Course DataGrids

    There are four additional columns that you can include in your DataGrids to view Time Zone information for your Courses:

    • Time Zone: The ID of the Time Zone allocated to the Course (this will be blank if the Course has not had an override Time Zone allocated to it)

    • Time Zone Description: The label of the Time Zone allocated to the Course (this will be blank if the Course has not had an override Time Zone allocated to it)

    • Training Provider Time Zone: The ID of the Time Zone allocated to the Course’s Trainer Provider

    • Training Provider Time Zone Description: The label of the Time Zone allocated to the Course’s Trainer Provider

 

Please note, prior to this release there was already support for including Time Zone within the Shopping Basket and Checkout:

This enhancement ensures that everyone is on the same page, no matter where they are. Whether you are scheduling a Course, managing Delegates, or processing bookings, you’ll have all the time zone information available!

 

 


Resource & My Teaching Improvements

📅 Sync your Outlook with a Trainer’s or Venue's Calendar

 

You can now subscribe to a Trainer or Venue calendar within your Outlook or Google Calendar. This subscription automatically updates to reflect any changes or additions to the scheduled Courses for that Resource.

To make a Resource’s calendar available in your Outlook or Google Calendars, follow these steps:

  1. Open the Resources Manage DataGrid from the main navigation menu

  2. Find the Resource you would like to generate an Internet Calendar for by applying filters and/or searching the DataGrid

  3. Click ‘Edit’ from the Resource’s Context Menu Options

  4. Open the ‘Internet Calendar’ tab from the Resource Management Menu

  5. Select the month range from this Resource’s calendar that you include in your Outlook/Google Calendar

  6. Click the ‘Copy the internet calendar url to clipboard’ option

  7. If you are adding this calendar into Outlook:

    1. Click to add a new Calendar ‘From Internet…’

    2. Paste in the calendar URL into your calendar subscription pop-up window and click OK

    3. The calendar will now be added into your list of calendars

    4. To rename the calendar, right-click on it and select the ‘Rename Calendar’ option

  8. If you are adding this calendar into Google Calendar:

    1. Click to add a new Calendar via URL

    2. Paste in the calendar URL into your calendar subscription pop-up window and click ‘Add calendar’

    3. The calendar will now be added into your list of ‘Other calendars’

Benefits:

  • Automatic Updates
    Unlike downloaded iCals, the calendar link will stay synced with any changes to Course schedules, such as new Courses or updates.
    Please note: While accessplanit sends updates instantly, Outlook and Google may take up to 24 hours to reflect these changes.

  • Multi-Calendar Subscription
    Easily subscribe to multiple calendars. For example, as an admin, you can consolidate all your trainers' individual calendars into one view for a comprehensive overview.

  • Time Zone Accuracy
    The integration supports time zones, ensuring your calendar remains accurate no matter where you're based.

  • Mobile Access
    The calendar syncs to your mobile device, so you can always access and manage your Resource schedule on the go.

 

 


🧑‍🏫 Trainers can no longer view Course costs

 


📱Courses and Communications added as DataGrid context menu options

 

 


Tasks

Record Tasks against additional platform items

 


New Tasks are automatically mapped to your Main Account

 


Upload Files against Tasks

 


📄New page for adding and editing Tasks

 


Add a Task to multiple items at once

 


Quickly view & manage your Overdue Tasks

 


Notes

Provide an overview of your Notes with the new Note Subject

 


Record Notes against additional platform items

 

 


Add a Note to multiple items at once

 

 


Checkout Updates

Checkout: Limit the number of Discounts that can be applied to bookings

 


Checkout: Hide cost & payment options within your basket

 

 


#️⃣ Checkout: Improved integration for Opportunity-originated bookings

 


👥 Checkout: Placeholder Improvements

 


♿ Checkout: Accessibility Improvements

 

 


Custom Fields

Record custom information against your Notes


Record custom information against your Tasks


Record custom information against your Meetings


Record custom information against your Files


Record custom information against your Products & Services


Record custom information against your Communications


Record custom information against your Price Schemes


Record custom information against your Discounts


💁🏼‍♀️ Record custom information against your Opportunity Items


Record custom information against your Fees


Create eLearning specific Course Template Custom Fields

 


Placeholder Improvements

Shortcut to the new Placeholder or Delegate following a transfer

 


Placeholder Terminology updates

 


Upload Files against Placeholders

 


Zynk - Integrations with Sage & Xero

👥 Manage your customers' Zynk IDs

 


📈 Xero Feed improvements

 


Auditing changes in your platform

🙋‍♀️ View items that you created or last updated

 


📅 View items that have been created or updated within a set time-frame

 


Monitor changes against additional platform items

 

 

 

 

 

 

 

 

 

 


Usability Audit Improvements

 

 

 


Shopping Basket Improvements

SB3: eLearning Delegate rebooking warning

 


Bookings

📄New page for viewing Bookings

 

 

 


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