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Dan Ogren
The workspace locations will significantly enhance how workspace locations are managed within our software. This feature aims to provide more flexibility and control over workspace profiles and their associations with various entities such as employees (EE), care recipients (CR), and contacts (C).
Key Features:
  • Multiple Office Management: Users will be able to add multiple offices to a Workspace Profile and link these offices with employees, care recipients, and contacts.
  • Location Management Tools: New functionalities to create, update, and delete workspace locations directly from the workspace profile. While initially, the transfer of associated people upon deleting a location won't be included, this is on our radar for future updates.
  • Association Listing and Management: Detailed controls for associating care recipients with a single workspace location, while employees and contacts can be linked to multiple locations. This also includes the capability to select workspace locations during the profile creation process, with specific considerations for single or multi-location selections based on the profile type.
  • Profile Enhancements: We're introducing the ability to designate primary workspace locations for care recipients and primary workplaces for employees, alongside the option to connect or disconnect office locations from the Connections tab within profiles.
  • Improved Data Visibility: Workspace location information will be added to Profile tables, including new columns to indicate the associated workspace locations for employees, care recipients, and contacts. This will allow for a clear display of location associations, whether it's a single location or multiple locations, with a hover card feature to show detailed information.
  • Enhanced Filtering: To make navigating through profiles more efficient, we're adding the capability to filter profile tables by Workspace Location Name, improving the ability to find and manage profiles based on their location association.
March 14, 2024