Features and Improvements - ECM Release 2020-05-19

Owned by Rose Eliff (Unlicensed)
Last updated: Jun 01, 2020
3 min read

ECM Release: 2020-05-19

This document summarizes the improvements in ECM 2020-05-19 release and serves as a quick reference to these items.*  For more complete information, please refer to the ticket number shown. 

Features and Improvements 

Issue No. 
Summary
Configuration
Operation 
ECM Admin/Configuration 
OE-14133Users: Allow import/export of users file to add/update employees 
Account feature toggle required**
Allow import/export of Users file

When the account feature toggle is enabled, Import and Export buttons are shown on the Users grid page. 

Import

  • Click Import on the Users grid page to create or update users and publish 

Export 

  • Click Export on the Users grid page 
    • Note: If the Users page is filtered to show a subset of records, only the filtered records will be exported
  • The users information will be exported to a CSV file and the file will open
    • Export with no existing records in the Users grid will export a CSV file with default values 

  • Make changes as needed to the file
  • Save the file to the file manager
  • Use Import  to import the file to update the users with the changes 

External ID 

  • External ID column has been added to the Users grid. This is a unique ID for each user and job to be used as a reference when importing. 
Staff UI Improvements 

OE-14137

Menu Item: On General tab, denote default menu item qualifiers in the Qualifiers Summary 

This ease-of-use improvement allows admins to easily identify qualifiers configured as default items. 



To set default item(s):

  • Go to menu item with qualifiers
  • On Menu Items tab, select menu item category and select default item(s); Save

  • On General tab, the default qualifier menu items are denoted as "(Default)" for easy identification. 

UI Text/Cosmetic Fixes

OE-10614Integrations: Correct spelling to "HotSchedules" for sales value and guest count settings  

Path: Site > Integrations > HotSchedules

  • Spelling format correction

OE-10502Time Clock - Breaks: Revise Warning and Alert fields name for clarity

Path: Site > Time Clock > Breaks 

  • Text improvement for clarity

Uncategorized

OE-10468Sites > Site Info: Add DC (District of Columbia) to state list drop-down on General tab

Path: Site > Add Site

  • DC added as an option in the State dropdown list 



*Detailed documentation is in progress and will be available upon completion. ECM documentation: Enterprise Content Management (ECM)