TeamConnect 4.1 includes the following enhancements. These enhancements, with the exception of Global Search, were originally released as part of the TeamConnect 4.0.x product line.
Workflow Adjustments- 4.0.2+
Users can stop and restart a workflow process at a previous stop as well as forward workflow without having to approve. (4.0.8)
Administrators can configure workflow reassignment to only apply to selected stops so that users cannot indiscriminately pass off workflows. (4.0.2)
Approval rules allow for new configuration of stop-level parameters, as detailed on the Defining Actions for Approval Rules help documentation.
Tender Requests - 4.0.2
Tender requests provide TeamConnect users with a process for receiving and managing vendor bids.
Note: Tender Request functionality is designed to be utilized by clients with Collaborati Spend Management (CSM) 4.0 Update 4 and later.
LEDES File Archiving
Users with CSM 4.0 Update 3+ can now enable LEDES file archiving to ensure immutability and security of the documents.
Logging Changes - 4.0.5
Administrators can now enable or disable logging of all exports and downloads by users.
User Permissions Management - 4.0.5
TeamConnect administrators can restrict export, download, and print actions at an individual user level in system rights.
Hold Conditions - 4.0.8
Hold conditions provide admins with a measure to ensure that approvals do not go past a given stop if conditions are not met. Used in tandem with universal edit rights for approvers at a stop, hold conditions can also allow an admin to automatically inform users how to resolve the hold and allow workflow users to resolve it themselves.
Edits of Objects in Workflow - 4.0.8
Objects in workflow are able to be edited with approval required by all stop members. Stop-level parameters on a route now provide the option to update records that are pending approval or to allow all users that are approvers to update the object. If an approval is reassigned, the newly assigned user will inherit the editing rights of the former assignee.
Configuration Transfer Utility (CTU) - 4.0.9
For more detail on the functionality included in CTU, see the TeamConnect Working with Configuration Transfer Utility Help on the online help site.
Global Search - 4.1.0
Beginning with TeamConnect 4.1, TeamConnect users are able to utilize Elasticsearch for robust, global searching of their TeamConnect items. Global search will provide full-text searching of documents (including PDFs) and their contents, contacts, records, budget requests and more. For more detail on the functionality included in Global Search, see the TeamConnect Search Help on the online help site.
