Version 9.1.166 (30 June 2025)

Report Builder 
 Objective Settings Queries (#133021) 
 Problem 
 
 
 The Select Distinct set on the report is not applied when exporting, only on viewing, leading to duplicate records being displayed when exported. 
 
 
 
 Solution 
 
 
 If DistinctRows is not provided, fall back to the configuration on the report. 
 
 
   
 Allow report builder admins to set certain filter criteria fields as drop-downs in a report (#129916) 
 New Development 
 User Story 1 – Add a step to the DWH SSIS packages 
 
 Add a step on the DWH SSIS packages to check for any filters that are of Operator type 'Is Equal to (from List)', and then select a unique list of the values into a new table that contains the relevant data source ID and data field ID and then the individual item values. E.g.       DataSourceId   DataFieldId   RulesetId     ListItemValue             1                        1                        10                   FY24             1                        1                        10                   FY25             1                        2                        11               Mid-Year             1                        2                        11                  Final  
 
   
 User Story 2 – As a Report Builder Administrator, I want to have a new operator available named is equal to (from the list) 
 
 Add a new filter Operator 
 
 Is equal to (from list) 
 
 
 When this is the operator type, do not show the input, as the list will be determined at runtime 
 Ensure the data that is displayed is Ruleset-specific 
 
   
 User Story 3 – As a Report User, I want to select the dropdown with the available values 
 
 Modify the View Report page to check for 'Is Equal To (From list)' filters and prefetch the unique values from the DWH table created above, add tand hat as list items to the page 
 When the report is run the ,actual text value is still sent through, modification required to the report builder SP to handle 'List' operator filters as if it is 'Is Equal To (From list),' which does an exact match 
 On the end-user view, the filter will show as follows, where the edit box on the right will show as a drop-down list. 
 
   
 Report Builder: Date Parameters Logic vs Results (#132813) 
 Problem 
 
 When date filters were being applied, it would also consider the time and thus end up being inconsistent and unintuitive 
 
   
 Solution 
 
 The date filters should only consider the date value, not the time at all 
 
   
 
 Help Files 
 As a person with access to the Help Files, I want to have an updated layout with feedback functionality (#129792) 
 Problem 
 
 Change the help page modal's text to be more descriptive. Change the toggle functionality such that when checked, it would allow the content to be shown instead of hiding the content (reversed current toggle logic). For consistency, I standardised the pop-up design by adding a close (X) button to the top-right corner of all general modals (Only general modals for now). 
 
   
 Solution 
 
 Added a generic close button at the top of each general modal. I also updated the help page's translations and fixed how the toggle works. 
 
   
 Add a feedback Template (#131914) 
 Problem 
 
 The help screen modal should allow users (managers, employees, or administrators) to provide feedback on different parts of the system. 
 It should have a feedback button to provide access to the new feedback functionality. 
 The feedback form should show a new modal with three questions rendered as a partial view inside the modal. 
 There should be appropriate error handling and navigation flow management. 
 Upon submission, the following information should be sent to the Official Signify Documentation Email:
 
 A screenshot of the parent page embedded as a base64 image. 
 The URL of the current window location. 
 User details: username, first name, surname. 
 Ruleset ID. 
 Responses from the completed form. 
 This functionality should be integrated using the existing "manual test notification" method. 
 
 
 
   
 Solution 
 
 Altered the help page modal to include a button for showing the new feedback form. 
 Added a new modal in the original CSHTML page containing the help page modals. 
 Had the new feedback modal load the questions to answer in a new partial view, which uses JavaScript to manage when certain questions should be shown and other navigation flow management. 
 Added translations for the new feedback modal in the languages 
 Reused an existing method to send notifications. Most values are hardcoded, as they are unlikely to require changes. 
 
   
 Add feedback form (#131915) 
 
 
 When the feedback button is clicked, open a new feedback model 
 
 
 
 
 
 Get the template ID from the notification service based on the code 
 Get the user data from the users service 
 
 
 On the model, implement show hide accordions according to the selection 
 When feedback is clicked, trigger the manual test notification with the  following 
 
 
 
 
 
 Send an email to documentation@signify.co.za 
 Include the data
 
 Screenshot of parent page embedded as a base64 image 
 URL from window location 
 Username, name, surname,  
 RulesetId 
 Answers from the completed form 
 
 
 
 
 
 
   
 
 Performance Management 
 Manager rating cannot be saved - error message (#133058) 
 Problem 
 
 
 When FinalRatingsOnly is enabled and the items are interpolated, it does not save the Manager Score along with the Final score (as it would when not interpolated). This causes the validation to fail when trying to approve the ratings. 
 
 
 
 Solution 
 
 
 Ensure that the manager score values are also saved when the ratings type is FinalOnly, and correctly update the SPA after the save. 
 
 
   
 PM UPLOAD document button missing (#132985) 
 Problem 
 
 When the contract is in the Objective phase but not yet in the Rating phase, users are unable to upload documents. As the Ratings phase where the only phase that where being checked/validated. 
 
   
 Solution 
 
 Updated the validation logic to correctly parse and assess the current contract phase, ensuring document uploads are allowed during appropriate phases. 
 
   
 Incorrect Total after 10/10 Self-Rating and Error on Submit Final Rating (#131647) 
 Problem 
 
 The scores within ContractPeriods do not round correctly when they round to above 100 
 
 Solution 
 
 Adjusted the rounding issue for ContractPeriods scores to ensure it does not exceed 100  
 
   
 Move the "Modify Final Scores" option to the dashboard (#93147) 
 Problem 
 
 When an agreement has been finalised and rated, you need to navigate within the agreement to select 'Modify Final Rating' when wanting to modify the agreement 
 
   
 Solution 
 
 Added new Ellipse menu item to modify the Period Contract, and a new modal to select the Review Period to modify. 
 
   
 Radio buttons not behaving correctly (#121338) 
 TBC 
 
 Data Warehouse 
 Implement Additional Billing Fields for subscription (#132464) 
 Problem 
 
 The default decimal precision of the decimal columns was set to 2, causing the entity framework to not update correctly, and the data not being there to be saved 
 
 Solution 
 
 Set the decimal precision to match the appropriate values (38 numbers, 18 decimals) 
 
   
 Absenteeism tracking (#132467) 
 Problem 
 
 The client requires a report that will show the absence history 
 
   
 Solution 
 
 Added a new DataSource called lmAttendance that will provide the required data  
 
   
 Report Builder: 200 Data Value Fields in the HR Process Request Pivot Data Table (#132915) 
 Problem 
 
 jpHRProcessRequestPivotData requires 100 extra custom fields 
 
   
 Solution 
 
 Add 100 extra custom fields within jpHRProcessRequestPivotData 
 
   
 Years of service report (#133024) 
 Problem  
 
 Field YearsOfService is required as requested by the client 
 
   
 Solution 
 
 Added new field YearsOfService within Appointments 
 
   
 
 Learning Management 
 Manual overriding of marks - Report cards (#132474) 
 Problem 
 
 Cannot add a negative mark that will not be counted in the average 
 
   
 Solution 
 
 Allow the Teacher / Administrator to add a -1 for an absent student 
 This mark should then be excluded from the average calculation 
 
   
 As an Administrator with access to the Learning Management setup, I want to import the Training Requirements and export the list (#131531) 
 New Development 
 Create an import file to import the Training Requirements 
 
 Country 
 Training Intervention Code 
 Training Intervention 
 
 Required Field 
 
 
 Job Title 
 Organisational Unit 
 Job Grade 
 Start Date in Position 
 Requirement Start Date 
 Requirement End Date 
 Days required to complete the training 
 
 Validation 
 
 If a Country Master Data value does not exist, the entire record will be rejected 
 If a Training Intervention Code does not exist, the entire record will be rejected 
 If a Training Intervention Code does not match the Training intervention, the entire record will be rejected 
 If a Training Intervention does not exist, the entire record will be rejected 
 If a Job Title does not exist, the entire record will be rejected 
 If an Organisational Unit does not exist, the entire record will be rejected 
 If a Job Grade Master Data value does not exist, the entire record will be rejected 
 The Requirement Start Date cannot be after the Requirement End Date 
 The Requirement End Date cannot be before the Requirement Start Date 
 
 Export 
 
 Add Export functionality to export the table  
 
 ·   
 
 Tenant Management 
 Time to be displayed on the system Close Date shown on Description tab (#129940) 
 Problem 
 
 The time does not show for the System Close Date 
 
   
 Solution 
 
 Ensure the time component is also displayed 
 
   
 Dates not displayed according to what was set on the update (#130503) 
 Problem 
 
 When viewing the dates on the system, they do not match up with what has been set.  It appears as though the date 202504-10 11:59 is shown in UTC +2, which would be 2025-04-11 @ 1:59.  
 
 Solution 
 
 Fixed system close dates not displaying consistently across the system. 
 We also now display (at the end of the day) next to the dates, to make clear when the system will close or expires. 
 Finally, display "ExpireD" vs "ExpireS" on based on if the expiry date is in the future vs if it is in the past, when displaying the warning for system admin users. 
 
   
 
 Imports 
 Payspace Employee import rejections (#132840) 
 Problem 
 
 When pulling users from Payspace, users without ID numbers have no employment statuses and are excluded from mapping without a reason. 
 
 Solution 
 
 When the user does not have an ID number, fall back to the employee number when grouping the user's appointments to retrieve the latest record 
 Add error logs for the users who are excluded 
 Stage the excluded users into user staging for the Payspace import 
 Ensure the provinces can be created case and culture-invariant. 
 
 Another rule to be aware of is that the Payspace pull only imports terminated users when they already exist on the ruleset with the payroll ID from Payspace. Any user terminated on Payspace before today that does not exist in the payroll ID on the ruleset is excluded and will not be imported. 
   
 Import log shows successful, but transaction log is empty (#132526) 
 Problem 
 
 
 Not all import types are developed to export data; therefore, when a user clicks 'User validation report', it will export but have no data 
 
 
 Solution 
 
 
 Add a new check to validate and ensure the import type is allowed to be validated 
 
 
   
 Automated Employee Details Import (1) (#104244) 
 Problem 
 
 The import service Swagger is not working. 
 
   
 Solution 
 
 Rename the duplicate message in the proto 
 
   
 
 Content Management 
 Bulk signing attempts fail immediately (#132716) 
 Problem 
 
 When trying to sign attempts on multiple assessments, the process fails immediately. The retry also fails immediately. 
 
   
 Solution 
 
 Add option to retrieve document by external request ID used for retry in V8 
 
   
 License documents are not digitally signed (#132379) 
 Problem 
 
 
 When you print a license and then save it as a PDF, it does not have the certificate to show that it has been digitally signed. 
 
 
   
 Solution 
 
 Correct problem when there is more than one signatory, the subsequent signatures show as invalid  
 
   
 
 People Management  
 Username with ' in it displays wrong when clicking on Performance Management tab (#132879) 
 TBC