Tulio Silva
Merged in a post:
Face Sheet PDF Export - Optimizatizon of header and data displayed
S
Skyler Betts
Reduce space between the lines, remove the comma (when Center Settings > Profile > Zip Code is blank), and make the text centralized.
Tulio Silva
Merged in a post:
Ability to set Permissions for sections of the Face Sheet
C
Charlie Floyd
We store Medical Conditions and Medications on the Face Sheet, but we only want those to be visible to clinical staff. Our Admin Summary contains billing and identifier data that should only be visible to our financial staff, so it would not be practical to move it there. It would be helpful if we could create sections on the Face Sheet and set custom permissions for them.
Tulio Silva
Merged in a post:
Allow Face Sheet exports PDF pages to be separated by field type
K
Kris Chana
Allow Face Sheet exports PDF pages to be separated by field type - e.g. 'Separated PDF - Table View.
This would allow export of data for multiple members by field type in one document, as opposed to having to export them one by one in order to have them separated in each page.
Tulio Silva
It would be great to have a toggle to remove fields not filled when bulk exporting participants
M
Mirko Jons
New comment by Institute on Aging:
We want to be able to generate custom sections, to be able to ‘group’ their different fields in the template. Ideally, in the future, this could have Staff custom permissions for each group as well.
Context: Right now we have 2 ‘groups’ Face Sheet & Admin Summary, and the permissions for those 2 different 'groups' are tied to the Staff user’s permission level.
We want to be able to create additional fields, and additional grouping. The search bar would be the one at the top, being only 1 search bar for all groups, for ease of use.
A
Ana Alves
updated the status to
planned
Taylor Vander Well
Hi Skyler! We have plans to give users the option to customize the headings on PDF exports. In the meantime, you can turn off the center preview toggle on the Face Sheet export page if you need to. Thanks :)
A
Ana Alves
Merged in a post:
Lines for separation of categories on the face sheet
A
Ana Alves
A
Ana Alves
updated the status to
planned