MSite Version 7.47.1 - Maintenance & Contractor Verification

Version 7.47.1 Release Notes Summary

The latest MSite software update introduces a range of new features, system improvements and bug fixes.

New Features

1. New API Endpoint added. The search by email endpoint when ran, returns a list of worker ID’s that contain the specified email address.
2. When logged in as a Contractor, the worker results on the invitations pipeline now link directly to the full worker profile when clicked.
3. Delivery Management booking confirmation emails now include the Materials Category and Materials Description.
4. Images added to the attachments section on Delivery Management now allow the user to expand/enlarge the image when clicked.
5. Language filter and column added to the Training Audit report, allowing users to search and report on courses sat in a specific language.
6. System setting added, Contractor:Verification. When enabled, mandates contractor verification, setting values include:
   1. Disabled
   2. Not Mandatory
   3. Mandatory for new contractors
   4. Mandatory for new and existing contractors (default)
7. System setting added, Contractor:Verification:DefaultCountry. Allows the user to set the default country selection when searching for a contractor.
8. Three status options added:
   1. Not Checked
   2. Verified
   3. Overridden
9. Verification Status column added to the Contractor list page.
10. When the Contractor:Verification setting is first enabled, the verification status for all Contractors will be set to ‘Not Checked’. How the setting is configured will determine whether or not a verification status needs to be set when adding or editing a Contractor.
11. Verification tool added to the Add/Edit Contractor modal. This tool incorporates the existing name field and three new fields:
    1. Company No
    2. VAT No
    3. Verification Status
12. New modal added for searching for and verifying contractor. Users can search by name, company number or VAT number. Details will be prepopulated if any of them are already known/entered.
13. Search results/possible matches will be displayed within a search results section of the modal, with a summarised view of the company details. Where present, details will include:
    1. Company Name
    2. Previous Name
    3. Company Reg No.
    4. Company Status
    5. Activities
    6. Address + Postcode
    7. VAT Number
    8. Website Address
14. When verifying an existing Contractor, additional data relating to site activity for the chosen Contractor, number of registered workers on MSite for that Contractor, Worker trades, home area codes and user email domains, will be presented from the MSite database.
15. Once a Contractor has been successfully verified, the name of the Contractor will be updated to reflect the corresponding company name. Once in a verified state, the Company Name and Company Number fields will not be directly editable.
16. Where an exact match can not be provided, there is an override option allowing the user to override the verification. This will result in the chosen Contractor displaying ‘Overridden’ as the verification status on the Contractor list page.
17. Deduplication will be carried out against new Contractors when adding them to the system.
18. The GET Contractors endpoint has been updated to now return the following additional information:
    1. Company Registration Number
    2. VAT Number
    3. Verification Status
19. The ADD and UPDATE Contractor endpoints have been updated to accept the Company Registration Number and VAT Number.

Improvements

1. Users can now search more than 2 years in the past on the Contractor on Site – Month View report.
2. The MSite User Audit report has been updated to now include the following roles that were recently introduced:
   1. Labour Hours Allocation
   2. Labour Hours Approval
   3. Referee
   4. Visitor Add/Edit
   5. Visitor Add/Edit Sensitive Data

Bug Fixes

1. Fixed an issue whereby, the Online Training Engagement report was pulling through Ad Hoc and Company Wide courses when a specific site was selected. Only courses specific to the site selection should show.
2. Fixed an issue whereby, whilst using an iPhone and searching for a worker with an apostrophe in their name, no results were being returned. This was due to the apostrophe being different between IOS and Windows devices.
3. Fixed an issue whereby, the Next of Kin details section was showing when adding a new Visitor, despite the Employee:NextOfKinVisitor:Visible setting being disabled.
4. Fixed an issue whereby, the number of results showing on the worker list page when the ‘Access & Attendance Exceptions’ filter was clicked, did not match up to the number shown within the filter card.
5. Fixed an issue whereby, users without the ‘Reports (Sensitive)’ role, were able to view sensitive data on the Custom Field report.
6. Fixed an issue whereby, the download attachment button was not showing when the user uploaded a PDF attachment on the Industry Accreditations section.
7. Fixed an issue whereby, the site groups filter on the course list page was not correctly filtering the list of courses.
8. Fixed an issue whereby, the user was unable to save an online induction course due to some answers exceeding 180 characters. Validation added to the UI will now prevent this from happening again.
9. Fixed an issue whereby, the data protection localisation was not being translated, the text was showing in English no matter what language was selected.
10. Fixed an issue whereby, the Visitor Log report was showing transactions for workers who were not assigned to the ‘Visitor’ Contractor.
11. Fixed an issue whereby, when the Labour Hours setting was site scoped, it was not showing the ‘Labour Hours Configuration’ section on the site association modal for the site the feature was enabled for.
12. Fixed an issue whereby, the ‘Prior Rest Period’ column on the Fatigue Compliance report was not being calculated correctly.