1. Mobile Forms> Advanced Forms Editor: New functionality has been introduced to allow users to add and amend sections and questions on mobile forms to better suit their needs. The new Advanced Forms Editor option is compatible with both iOS and Android Apps (iOS version 4.0 and above, Android version 2.5.0 and above).
   In addition to this new approach to mobile forms design, the advanced editor New Starter Form on the CL Mobile App now allows users to enter the specific ‘Work Pattern’ when setting up the new employee which can then be checked and amended, if necessary, in the Mobile tab> P. View Received Data> New Staff> Job tab prior to being imported and the new staff record being created. Full details of how the Advanced Forms Editor functionality works can be found in the CleanLink Site Manager Advanced Forms Editor document found in the CleanLink> Crib Sheets folder and accessed by going to Advanced Forms Editor.pdf
2. Mobile Risk Assessments: Developments in both Site Manager and the CL Mobile App for iOS now allow users to create Risk Assessments via the CL Mobile App for iOS. Users will be able to complete risk assessments as well as adding and updating Site hazards before sending the details back to Site Manager. Completed Risk Assessments will be stored in the Site> RA tab after being imported into Site Manager.
3. Risk Assessment> PPE: A new PPE tab has been added to the Site> RA tab to better facilitate setting up and allocating Personal Protective Equipment to Site hazards. This list of PPE along with the next assessment date will be included in data sent to the mobile devices, which will allow PPE to be added to Risk Assessment information via the CL Mobile App.
4. Mobile Worksheets > Multiple Photos: The CleanLink Mobile App for iOS and Site Manager have been developed to allow users to take up to 2 photos with a Worksheet. When sent back from the mobile device, the photos will be visible within the View Received Data screen prior to importing and will be available after import via the Worksheet History screen in the Site record and included in printed PDFs.
5. Mobile Forms> New ‘Send Forms’ options: New functionality has been introduced to allow users to choose a number of mobile forms to send to one or more mobile devices using the ‘Send Forms’ button in Mobile tab> R. Forms (Setup & Send). Users can select one or more forms before choosing which mobile devices to send the forms to. Note: Portal users will see ‘PORTAL’ listed as an option to send forms to, however at present it is only possible to send the New Starter Form to the Portal as new Portal functionality is under development.
6. Mobile Stores Orders> Email Notifications: Improvements have been made to allow users of the CleanLink Mobile App to set up automatic email notifications to be sent when Stores Orders are imported into Site Manager. Mobile Notifications can be set up within Clients> B. Maintain Sites> QC tab> ‘Mobile Notifications’ button. This functionality is the same as is available for Audits and Mobile Forms, the new ‘Stores Order’ document type has been added to the list of options when setting up mobile notifications.
7. Payroll: Nov 2022 NI Rates: Following the mini-budget on 23rd September, which announced the reversal of the recent increase in National Insurance rates, a new set of rates has been issued. These will take effect for pay cycles where pay dates are on or after 6th November 2022.
8. Sage 200 Export> New ‘Cost Centre’ field: Sage 200 can now accept details of the ‘Cost Centre’ in addition to the ‘Analysis Code’, which is currently exported when present in Site Manager. To allow users to make use of including the ‘Cost Centre’ in the Sage 200 export, a new ‘Cost Centre’ field has been added to the Site record and if populated will be included in the export. This field is currently only compatible with the Sage 200 accounts package.
9. Opera Accounts Export: It is now possible for users of Opera Accounts package to export their own External VAT codes if populated. These external VAT codes would need to be entered in Setups> I. VAT Rates> External Code field for them to be populated on the Opera export.
10. Stock Reports> Supplier Stock Items Report: A new filter option has been added to the Supplier Stock Items report, accessed via Stock > E. Reports > N. Supplier’s Stock Items, to allow users to include or exclude non issue items.
11. Reports Folder Auto-deletion of Files: As a means to reduce the build-up of unnecessary files within the CleanLink> Reports folder the system is designed to automatically delete files after a set number of days if not accessed. The field in which this is set has been extended from 2 to 4 digits meaning this can now be set to greater than 99 days. The default is set to 90 days and can be amended, if necessary, by contacting the Support Team for assistance.

CL-Changes-for-Site-Manager-2022-R3

CleanLink Site Manager Advanced Forms Editor