Axiom Update 3.11.13

We are pleased to announce that Axiom version 3.11.13 is now live!

This update contains the following changes:

General improvements

  1. Improved display of long text records on the attestation event screen

  2. Fixed an issue that could be caused when pasting into rich text fields

  3. Fixed an issue when filtering on rules on grid screens

  4. Fixed an issue caused when updating institution names on ‘classic’ Address Book screens

  5. Fixed an issue that could be caused when limiting a permission to a large number of specific items (e.g. tasks)

  6. Fixed an issue that could cause poor display of the “Delete” button for very long text records

  7. Fixed an issue when cancelling attestations

  8. Added the full description of any data form to be shown on the attestation event screen (previously just showed the first line of text)

Oversight

  1. Added individual URL links to Responsibilities Map documents

  2. Added a separate grouping of Regulated (has SMCR firm type) and Other (does not) entities on the oversight dashboard

  3. Added the ability to generate a certificate document at any point in a workflow (not just at the end)

  4. Improved the display of “Certified” vs “Completed” statuses on the UI to account for the fact that users may be certified without a complete workflow after the above change

  5. Added the ability to capture and show distinct certification criteria (certification functions) per-workflow on the person card

  6. Added the abilty to capture and show extra information (e.g. certification rationale) on the person card

  7. Added the ability to include any data item as a ‘token’ to be added to a workflow document (e.g. certificate)

  8. Added the abilty to toggle ended relationships (e.g. previous job roles) from showing on the person card

  9. Added legal entities which only relate to a person because they have a reporting line in that entity to the “Legal Entities” box on their person card

  10. Added the abilty to force a workflow to be due a fixed period after being launched

  11. Added the ability to directly add a person to a legal entity from the person card

  12. Fixed header text on the Manage Legal Entity screen

  13. Fixed an issue with accepting changes to a SOR when creating one from the person card

  14. Improved the rich text editing functionality on RM documents to prevent confusing cursor behaviour

  15. Improved the speed to open a person card from the Overview dashboard screen

  16. Improved display of the ‘Certification Functions’ column in the person listing screen

  17. Fixed an issue that could be caused when searching/filtering legal entities on the person listing screen

  18. Added the ability to modify the “FCA Approval” details from the individual “Manage Job Role” popup on the person card

  19. Standardised the SMF and Responsibilities “Manage” popups on the person card to include recent improvements added to other popups.

  20. Fixed an issue with inconsistent legal entities on SORs

  21. Fixed an issue where the “IRN” field was not pulled through to SOR documents

  22. Fixed an issue showing Line of Business functions on the person card

  23. Fixed an issue showing linked responsibilities during an attestation event

  24. Improved the display of a person’s Job Roles on the person grid screen

MI

  1. Fixed linking to issues from MI data table rows

Issues

  1. Fixed an issue causing record groups to be unable to be added to issues

If you encounter any problems or have any questions about this update, please let us know at support@axiomhq.com or contact your Delivery Manager

Axiom Team

#IncludeInapp

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