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What's New
Explore new features and platform updates
2023
11-24
Duplicate Beneficiary Detection – SysAdmin, Administrator, and SiteAdmin roles can promptly identify duplicate beneficiary records by navigating to the “Duplicates Detect” button on the Individual Beneficiary page. They can take immediate action by merging, deleting or exempting duplications, ensuring cleaner and more accurate data.
Duplicate Beneficiary Notification – Authorised users will receive daily alerts for duplicate beneficiaries detected.
10-18
Custom Assessments – With this new feature organisations can design tailored assessments, aligning with specific data requirements and scheduling assessments according to the organisation’s needs. These assessments can be completed on the Capture page or on the Scheduled Assessments tab in a beneficiary’s profile.
Custom Fields & Note Types as Completion Indicators – Custom fields (Dropdowns, Checkboxes, TextAreas, Dates) and Note Types can now serve as completion indicators for beneficiary profiles. Set these indicators for Child, Adult, or both, to track customised profile completeness.
Attendance Capture Upgrade – This upgrade streamlined the attendance capture process by adding “Select all” and “Deselect all” options, simplifying the selection of relevant individuals for attendance tracking.
Improved Column Sizes for Individual and Household List Views – The Unique Id and Full Names columns now default to a smaller size. You can also resize these columns by dragging them to fit your preferences.
Added Audit Info – This upgrade enhanced the tracking of individuals and households by adding “Created On” and “Created By” information to their profiles on the “General” tab. This feature provides a more comprehensive view of your data’s origin and history.
09-20
Social Workers – Social Workers can now be efficiently linked to multiple sites
Organisation Notes – All user roles can now capture Organisation Notes
07-24
User Activity Dashboard Update – The Dashboard has been updated with a user activity widget providing summary of recent user activity.
Custom Dates – The latest addition to custom fields, custom dates are now available on beneficiaries and households.
User Profile Household & Beneficiary count – The list of user profiles has been upgraded to display the number of active households and beneficiaries linked to specific users.
User Profile Export – The export function is now also available on user profiles, to easily export the list of users.
User Access Tab – The latest addition to the beneficiary profile tabs, this tab indicates the specific users that has access to the beneficiary.
06-19
Beneficiary Export – The new beneficiary export upgrade allows the export of a filtered beneficiary list to only include the filtered data in the exported document. Custom Fields – Unlimited custom text fields are now available on both beneficiaries and households.
Custom Notes – Two new additions, custom date fields and headers/sections increases the customization options of custom notes even further.
Note Summary – The note summary now includes all types of both Organizational notes and Beneficiary notes.
04-14
Hard Reload & Clear Cash – With this new reload option in the help function, users can ensure that the data is displayed correctly and access the latest features by refreshing their browser completely.
Task Management – Households and specific individuals can now be associated (mapped) with a task created for a Wellbi user.
Note Summary search – The note summary now includes a convenient search function for users to quickly pinpoint desired results.
Inactive beneficiary Flags – Flags associated with inactive beneficiaries are now automatically hidden and will no longer appear on the dashboard.
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