Following the roll out of our powerful Flexible Compliance feature, we’re pleased to announce some further enhancements and a few tweaks based on your feedback.

The following updates apply to all our UK customers. Here’s what we’ve got coming up:

1. Flexible Compliance Requirements Updates

1.1 View Package History at an Organisation Level

You can now see a full audit trail of who, when and what changes are made to a package. This will become particularly useful as you play around with Flexible Compliance and explore which settings work best for your roles.

Check the Compliance Requirements package history in the “Organisation Settings” tab:

1.2 View Package History at Staff Member Level

The same can now be done at Staff Member level, too - simply open a user profile from the Staff table and go to their Dashboard tab.

Please note: You will only be able to see the history from this release onward. If you need to check any records prior to this date, contact our Support Team at support@credentially.io.

1.3 Delete a Package

You can now delete a package in just a couple of clicks (useful for clearing out packages you no longer need).

Note if you delete a package which is assigned to a staff member, it will automatically unassign the package and recalculate their compliance status.

2. Case Management Update

2.1 See Number of Assigned Staff Members

We’ve made it even easier for team managers to quickly see which cases are assigned to team members. As an admin, you’ll now see the number of cases for each member of staff when you click “Assign to”:

3. New Credentially Notification Centre

Health care providers love the notification centre. We’ve just made it even better:

It is quite often the case that a healthcare specialist may have their profile registered on more than one customer organisations. We have reviewed the logic that drives the invitation process and in 2 clicks they can decide whether they want to accept the invitation to another organisation:

4. Enhancements to Overall User Experience

It’s not just about new styles for controls, fonts, and colors across the whole onboarding workflow, but also about some new UX enhancements. Take a look:

4.1 Configuration: Search by role field added

4.2 Welcome step design update

For Administrators:

For Staff Members:

4.3 Drag and Drop onboarding step updated on desktop and mobile devices

5. Updated Date of Birth description at registration

In line with our commitment to GDPR guidelines, this clearer messaging for staff members gives them added security about what we are using their data for.