Release date: March 15, 2024
Summary
Minor release 6.0.4 gives some love to the Funding Programs experience, including our first steps into “configurable workflow” (an Expression of Interest-only (EOI) workflow), an improved review process feature (EOI-only, with Business Case to come), and enhanced disbursement process. SurePact Knowledge Hub has also been blessed with amazing Knowledge Base Articles to help steer our users in-system.
For your reference, when we use the term “entity” or “entities”, we are referring to the main records where financial and time information are stored, such as Funding Programs, Portfolios, Projects, Contracts, Grants and Applications.
Updates & Fixes
General
- Add Knowledge Base articles to Knowledge Hub
- Add unarchive capability for an archived entity
- Fix size of the uploaded photo displayed in user profile
- Fix “View All Tasks” window remaining visible after redirection
- Update SurePact logo and font type
Analytics
- Add entity link to “Ask SurePact” results (where displayed)
Funding Programs & Applications
- Add optional selection for Business Case workflow stages
- Enhance EOI review process and added external review option
- Enhance disbursement process and Finance user interactions
- Remove date picker from Funding Programs summary page
- Update Funding Programs summary page labels and filter options
- Relocate Funding Program “Members” and “Workflow” to Information tabs
Need help to understand these notes? Reach out to our Product team by submitting your product feedback via the big yellow question mark or drop us a support ticket with your contact details and we'll be in touch.
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