Version 3.0.6

Feature Focus

Auto-save functionality within Strategy Builder (Ref # IFF-1421) - Users will need to toggle on the autosave feature within the scenario comparison screen for any of the autosave functions to work. By default the auto save feature will be toggled off so users who want to experiment within scenarios can do so without overriding data. Below is a list of actions that trigger an autosave event:

• Scenario Auto-Save:
  • When a new scenario is created, it will default the scenario name and description in the format of “Scenario - ddmmyyyy hh:mm:ss” perform an auto save.
    
    If the user makes changes to the name and description of the scenario, it will be automatically saved
• Drag and Drop Strategy:
  • When a strategy is dragged and dropped into the middle, the system auto-saves the placement and configuration of that strategy.
• Remove Strategy:
  • If a strategy is removed from the middle, the system auto-saves the scenario.
• When inside of a Strategy modal:
  • When a user clicks "Save & Next" or "Submit" in the strategy modal, the system will auto-save the scenario.
    
    The system will calculate the strategy as per current process when the user clicks "Calculate".
• Reordering Strategies:
  • If the user reorders the strategies in the middle pane, the system will auto-save the new order and configuration.
• Display warning when scenarios auto saved but not recalculated:
  • A warning icon should appear next to the strategy name when a strategy needs to be recalculated. This ensures that the user is aware that the numbers haven’t been recalculated since the last auto save as the auto save could’ve saved the strategy configuration but have not performed a recalculation of the numbers.
• Recalculation:
  • Clicking on “Recalculate” on the Scenario listing screen should remove the above warning.

Enhancements

📈Advice Module

• Users can now maximise and minimise charts and tables within view modelling by selecting the expansion arrows in the top right of each chart/table (Ref # IFF-477).
  
• Strategy Text textboxes now extend automatically to allow for easier viewing of the description, reasons & consequences (Ref # IFF-1234).

📄Documents

• There is now the ability to upload, delete and edit documents within locked fact finds. Previously this could only be done when the fact find is unlocked (Ref # IFF-1480).