What's New in Release 2024.1
What's New in Release 2024.1
At CiviCentric, we are committed to continually improving our software. Our goal is to ensure that the system remains modern, user-friendly, and highly functional for your organization.
With 2024 brings a big new update that introduces a number of improvements to the software that enhance the usability, flexibility, and efficiency of the platform. Check out what's new below.
New User Interface
One of the most noticeable updates of the system is a complete overhaul of the UI when creating a case. This new interface includes:
- Modular Sections: Multiple sections have been created to better distinguish between different information within case creation.
- Customizable Layout: Each section can be moved around, collapsed, or expanded, giving users full control over their workspace. These customizations are unique to each user, and persistent across devices.
- More Notable Custom Fields: Custom fields are now present in their own section, more easily distinguishing them from other information in the case.
Tasks / Work Order Management
As can be seen in the screenshot above, there is a new task system being introduced to AccessE11. Adding tasks to the issue management process will allow organizations to break cases down into distinct responsibilities with all their own separate data. You can expect the following features with our work order management system:
- Auto Task Addition: Case categories can be configured with tasks that will automatically be added to the case upon creation. New tasks can also be added on the fly, anytime a unique situation comes up with a separate task to complete.
- Independent Task Management: Tasks are managed like a case, with unique assignees, due dates, notes, and dependencies.
- Task Dashboard: Tasks have been added to the Dashboard and My Assignment pages, giving an at-a-glance view of your current and overdue tasks in a single screen.
Reminders / Escalations
In order to ensure timely follow-ups and also prevent any cases from slipping through the cracks, we are introducing reminder and escalation criteria. You can expect the following features in our upcoming release:
- Reminders: Admins can set up reminder criteria for each specific case category, based on the due date, sending daily emails to current assignees with a brief summary of their cases/tasks that are coming due or overdue.
- Escalations: Overdue cases can automatically be escalated to a different staff member using similar criteria as the reminders, keeping staff accountable and making sure no cases are forgotten.
SMS Intake
Citizens are being provided with a new, convenient way to submit concerns right from their mobile device. Using text messaging, citizens can submit a concern to a pre-defined number, and a case will automatically be created. Different numbers can be set up for different categories, allowing every department to take advantage of this new feature.
Any information typed in by the citizen in the message will be included in the case notes, and the system will automatically search for the right contact based on the phone number. If none exists, a new one will be created that can be easily updated with relevant information. See the screenshot below for SMS Intake Channel Setup.
Single Sign On
A long requested feature is finally arriving to foreAction and AccessE11. Staff can now use their Google or Microsoft account to sign into the system, without the need for remembering their password. Reduce calls to tech support for forgotten passwords, and streamline the entire process for staff.
Admins are given full control over the organization, allowing them to force SSO for individual staff or the entire organization.
If you have any questions or concerns about the upcoming features, please don't hesitate to reach out to support@civicentric.com. One of our team will be happy to resolve your concerns.
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