This release is focused on enhancing the ability to handle data from integrated HRIS and CRM specifically for non- Skillibrium users, the revamp of the Playbooks Sales Process feature and bug fixes on Tasks.
NEW FEATURES
Inactive User Account Creation for CRM-account and CRM-opportunity owners who are non-Skillibrium users.
Feature Module: Integration > CRM Feature Group: Execute Feature: Accounts Access: Execute > Accounts Description: Skillibrium automatically creates inactive user accounts for all account owners synced from CRM platform who are not yet active Skillibrium users. This automated process guarantees that your Skillibrium data aligns with your CRM. Applicable Roles: Admin
Feature Module: Integration > CRM Feature Group: Execute Feature: Opportunity Access: Execute > Opportunities Description: Skillibrium automatically creates inactive user accounts for all opportunity owners synced from CRM platform who are not yet active Skillibrium users. This automated process guarantees that your Skillibrium data aligns with your CRM. Applicable Roles: Admin
User List display-only user filter
Feature Module: User & Access Management
Feature Group: My Org
Feature: User List
Access: My Org > User List
Description: A display-only user filter has been added for the created inactive user record for the manager-not-in-sync-list.
Applicable Roles: Admin
Change evaluators in an active assessment program
Feature Module: Coach Feature Group: Coach Feature: Assessment Programs Access: Coach > Assessment Programs Description: Enable Skillibrium admins to change evaluators of participants in an assessment program. Applicable Roles: Admin
Add participants to an overdue program
Feature Module: Coach Feature group: Coach Feature: Assessment Programs Access: Coach > Assessment Programs > Program details page Description: Enable Skillibrium admins to add participants to an overdue assessment program. Applicable Roles: Admin
Reports include columns for individual assessment status of a program
Feature Module: Coach Feature Group: Coach Feature: Reports Access: Coach > Assessment Dashboards Description: Columns added for individual assessment status of a program. Applicable Roles: Admin
SFDC account link to single SFDC opportunity
Feature Module: CRM Integration Feature Group: Execute Feature: Opportunity Access: Execute > Opportunities Description: Integrated Salesforce.com accounts link to a single SFDC Opportunity to the matching opportunity in Skillibrium. Applicable Roles: Admin
Playbook and Sales process
Feature Module: Execute Feature Group: Execute Feature: Playbooks Access: Execute > Playbooks Description: Changes Complete update on the Category, Items, etc., and the actual creation of the playbooks. Applicable Roles: All users
Enable Skillibrium admins to change playbooks assigned to an opportunity.
Feature Module: Execute Feature Group: Execute Feature: Playbooks Access: Execute > Opportunities Description: Enable Skillibrium admins to change playbooks assigned to an opportunity. Applicable Roles: Admin
Left navigation added to enhance user interface and layout for Opportunities.
Feature Module: Execute Feature Group: Execute Feature: Opportunities Access: Execute > Opportunities Description: Updated the user interface and layout for Opportunities. Left navigation menu added. Applicable Roles: All users
Share Training
Feature Module: Learn Feature Group: Training Catalog Feature: Training items Access: Learn > Training Catalog Description: Ability for users to share training with others in the same organization. Applicable Roles: All users
Feature Module: Learn Feature Group: Training Catalog Feature: Training items Access: Learn > Training Catalog Description: Ability for team members to view shared training. Applicable Roles: All users
View and manage training items in All tab
Feature Module: Learn Feature Group: Training Catalog Feature: Training Items Access: Learn > Training Catalog Description: View and manage training items in 'All' tab Applicable Roles: All users
Add Manage Training action to training items in Draft status
Feature Module: Learn Feature Group: Training Catalog Feature: Training Items Access: Learn > Training Catalog Description: Add Manage Training action to training items in Draft status Applicable Roles: Admin
AI Settings tab in Company settings
Feature Module: System Feature Group: Company Settings Feature: AI Details Access: User Menu > Company Settings Description: Skillibrium admins will have the option to turn off/on AI features for Execute to enhance their experience in Skillibrium. Applicable: Admin
BUG FIXES
Update Filter Popup Dropdown on Playbook Change for an Opportunity
Bug Number: BUG - 1736 Feature Group: Execute Feature: Opportunities Access: Execute > Opportunities Description: Update Filter Popup Dropdown on Playbook Change for an Opportunity Applicable Roles: All Known Issue Release Notes: N/A Status:
Edits on everyone must complete manual tasks with 2 or more assignees (on creation) is applied on all the individual tasks
Bug Number: BUG-1289 Feature Group: Tasks Feature: Tasks Access: Tasks Description: Edits on everyone must complete manual tasks with 2 or more assignees (on creation) is applied on all the individual tasks Applicable Roles: All Known Issue Release Notes: N/A
User cannot edit manual tasks assigned to them
Bug Number: BUG -1736 Feature Group: Execute Feature: Opportunities Access: Execute > Opportunities Description: Update Filter Popup Dropdown on Playbook Change for an Opportunities Applicable Roles: All Known Issue Release Notes: N/A
User cannot edit manual tasks assigned to them
Bug Number: BUG -1270 Feature Group: Tasks Feature: Tasks Access: Tasks Description: User cannot edit manual tasks assigned to them Applicable Roles: All Known Issue Release Notes: N/A Status: Fixed in Production
KNOWN ISSUES AND LIMITATIONS
No confirmation popups on playbook status changes
Bug Number: BUG-1750 Feature Group: Execute Feature: Playbooks Access: Execute > Playbooks Description: No confirmation popups on playbook status changes Applicable Roles: All Workaround: Continue with status change without the popup dialog Status: To be fixed in next release