Release 4.39 - What's new
Overview
This version introduces a new unified way of managing users, organisations and contacts a new consolidated contacts register. Additionally there is a new area to record staff or contact skills, training & expertise. Both these updates, when used in conjunction with a variety of search options allow you to manage users and contacts in bulk, to do such things as send a targeted communication to contacts when on boarding for an event.
The Crisisworks 4.39 release
introduces a new way of managing users, organisations and contacts in a more unified way with a new consolidated contacts register.
provides a way to track and manage your contact's skills, training & expertise in the new expertise register.
unlocks the ability to send bulk communications to all or targeted contacts and users.
now supports sending communications from Requests and Information items.
Contacts, Users & Organisations
Summary
Users as Contacts
Crisisworks User accounts are now managed via the Contacts register. This allows for more powerful searching as well as the ability to utilise the Communications feature to send notifications to both contacts and Crisisworks system users.
The new Contact form now includes additional User Account related fields used to manage system users.
Two email addresses and mobile numbers can now be added to contacts for better notification management with the ability to select which one to use to send Communications.
A new global event has bee created - Contacts Directory (Private) - to allocate sensitive contacts and user accounts into, keeping their details private and only accessible by those who have access to the event.
Organisations as Contacts
Organisations are also now managed via Contact records.
Contacts & Expertise
In addition, a new Expertise sub register has been added allowing for the addition of skills and qualifications data to be attached to contact records.
Expertise Categories and Sub-Categories can be managed on a per site basis via the look up system.
Communications from Requests and Information
This new release also adds the functionality to send a linked communication from inside registers such as requests & information. A new Communication section is available for users with permissions to send communication messages. Recipients can be added from existing contacts or positions within Crisisworks as well as adding ad-hoc email addresses and phone numbers.
Administrators have the ability to send the contents of the item or just a link to the item into the email as well as an optional custom subject and message.
On save of the item, a new communication message gets created and sent to the recipients selected.
Communication Recipient Groups
Some new functionality is available allowing you to add “groups” of recipients to the Recipients search box.
There is now the option for you to add the following recipient groups when entering Recipients for a Communication Message:
All On-Duty in Current Event - automatically populates the Delivery Preview with all of the users on duty in the current event.
Contacts Internal Distribution - automatically populates the Delivery Preview with any contact that has their classification to “Internal Distribution”
Contacts External Distribution - automatically populates the Delivery Preview with any contact that has their classification to “External Distribution”
Position xxx in event xxx - all positions in all events have been added as recipient groups allowing you to choose any position in any event and all of the users currently on-duty in that position for the event will be added to the Delivery Preview. For example “User Administrator in event Zombie Invasion” will add all users currently on-duty as User Administrators in the Zombie Invasion event.
Further Documentation
Additional, mode detailed, knowledge base documentation:
Managing Users, Positions & Organisations
https://datalink.atlassian.net/l/c/MYJS3eq4
Editing your User Account
https://datalink.atlassian.net/l/c/Kk0McR3X
Contacts & Expertise
https://datalink.atlassian.net/l/c/1BxCLZ9Z
Importing Contacts & Users
Creating Communications from within Register Items
Communication Recipient Groups
Please contact Datalink Support support@datalink.com.au if you have any questions.