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Version 9.1.84 (6 May 2024)

Performance Management

Items not copied during ruleset creation (#114306)

Problem

  • The issue was caused by section items linked to a template being deleted and trying to create a new ruleset from the ruleset with the deleted but linked section items.

Solution

  • A change has been made to the PM copy process during ruleset creation.
  • It will now try to copy the values that do exist and if it no longer exists as a section item it will be skipped.

 

Impersonation did not allow to copy from another person's agreement (#114460)

Problem

  • When using the impersonation feature on Performance Management, the functionality to copy an agreement from one person to another was not available

Solution

  • Ensure that when impersonating, you are viewing the contracts from the team members of the person you are impersonating and NOT the team members of the logged-in user (the user currently impersonating).

 

Add an Activities field on KPIs (#111352)

A new field has been added when adding a KPI named Activities.

This field is available:

  • When adding a KPI
  • On the Agreement when hovering over the label
  • When adding a KPI as Master Data
  • When creating a template
  • When creating a report

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Help Files

Implementing Help File pages per product (#77211)

Help Files are available per product.

Each Administrator for a product can add pages to the ruleset.

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