Release Notes - November 2024
The November 2024 release changed how Forms are assigned and introduced controlled editing of submitted Forms.
The information below records what changed in that release. Current functionality may include later enhancements.
The separate Scheduler menu option was removed from Forms.
A Form can instead be assigned when its template is saved or by selecting Assign beside the Form Template.
To review assignments, open the Form Template, select Schedules, then view the applicable Schedule.
The Schedule also displays completed Forms associated with that assignment.
Where an Employee is already included in a Schedule, Engage highlights the existing assignment to help identify possible duplicates.
Edit the existing Schedule where a duplicate Form is not required.
Form assignments were expanded to allow one or more Branches to be selected.
Submitted Forms can be edited by users with Forms: Manage or Admin: Companies authority.
Go to Forms > Completed Forms, view the Form, open Change Log, then select Edit Form.
Saved changes are recorded in the Change Log and reflected in the downloadable PDF and Form Reports.
