We are excited to announce a series of powerful updates and enhancements that have been introduced to SiteZeus in July 2023. These new features are aimed at empowering our users with even greater control, visibility, and efficiency in their project management endeavors. Let's explore the exciting additions:
1. Ability to Delete Unsubmitted Assessments with Zero Questions Answered
We understand that sometimes assessments may be created in error or require modification before submission. With this update, users now have the ability to delete unsubmitted assessments that have not been answered at all. This added flexibility ensures a cleaner and more organized assessment process.
This function can be accessed by navigating to the Assessment directly, then by clicking on the Responses tab. A new checkbox is available to 'Include Unsubmitted Responses', which will load in the table below. Locate the assessment responses you would like to delete and click the downward facing arrow. Select 'Delete Response' from the dropdown options.
2. New Widgets
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New Opening Summary for Projects Only : This widget mimics the 'New Opening Summary' widget but removes Sites from the count, listing how many of each Project falls within each timeline phase.
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New Opening Summary for Sites Only : This widget mimics the 'New Opening Summary' widget but removes Projects from the count instead, listing how many of each Site falls within each timeline phase.
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Units by Phase, Sites Only : This widget mimics the 'Units by Phase' widget, specifically for Sites only, and provides an insightful breakdown of Sites by their respective phases.
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Units by Phase, Projects Only : This widget mimics the 'Units by Phase' widget, specifically for Projects only, and offers a comprehensive view of units categorized by phases across Projects.
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Count of Projects by City Per Quarter : Obtain a macro-level perspective with the 'Count of Projects by City Per Quarter' widget. Visualize project distribution across different cities on a quarterly basis, helping you identify regional trends and allocate resources strategically.
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Count of Sites by City Per Quarter : Site management becomes more efficient with the 'Count of Sites by City Per Quarter' widget. Monitor site distribution across various cities on a quarterly basis, enabling effective site planning and management
3. Enhanced Parent/Child Franchise Agreement Association Displays
Experience enhanced clarity in the Development Agreement Pipeline Report with the addition of Parent/Child associations on Franchise Agreements. Gain a comprehensive view of assessment relationships and easily track progress through the pipeline.
On the 'Agreements' tab for a Company, you can easily add an Associated Child Company to a Franchise Agreement. New displays show those Parent/Child relationships as 'Direct Franchise Agreements', also shown on the 'Agreements' tab:
You can also easily see these Parent/Child relationships on the Development Agreement Pipeline Report, where Child companies are displayed in parenthesis:
4. Assessment Manager User Role We are pleased to introduce the Assessment Manager User Role, designed to provide specialized access and permissions for assessment-related tasks. For details about specific security permissions, visit the Security Matrix located under the Administration tab.
We believe that these new features will significantly enhance your project management experience and contribute to greater success in your endeavors. As always, your feedback is invaluable to us, and we remain committed to continuous improvement. If you have any suggestions, questions, or encounter any issues, please don't hesitate to reach out to our support team using the in-app chat.