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title2024

(2024 – Q2) Security center - User - Manage multiple positions

 

(2024 – Q2) CRM Person - Synto account management

Button create account has been moved.

If the account exist, you can see the status and navigate to the security center user account using the link.

 

(2024 – Q2) Project - Batch financing

 

(2024 – Q2) Project - Notifications

The notifications templates are not anymore linked with the status of the project.

 

(2024 – Q2) Review - Committees list - Performance improvement and Object counts

 

(2024 – Q2) Form (form builder option) - Preview PDF with attachments

This feature can be enable in the form via the form builder.

 

(2024 – Q2) Institutional space - CRM Organization ($)

This new module can be added to your product with additional licence fee.

By given the privilege to a user, that user can manage its organization.

 

(2024 – Q2) Review - Assignments - Link to the application overview

The link opens Project Overview in a new tab.

(2024 – Q3) CRM Organization + CRM Person - Keywords

  

 

(2024 – Q3) Review - Assignments - Keywords

 

(2024 – Q3) Profile - Documents

Allow user to manage its own profile documents.

This option has to be enabled initially by eVision.

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2024 - Other features

2024 – Q2

  • Project search – Program and Competition criteria are now auto-complete.
  • Institutional Space - CRM Organization

2024 – Q4

  • Programs – Programs and competitions – Competitions - Dates column (opening and closing (or extension date if the value is higher than the closing date))

 

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title2025

(2025 – Q1) Review - Committee Summary

From the Review Space > Grants > Dashboard, select an application in Review Meeting (Round type) stage. The summary is available in Review Finalization and Plenary Session tasks.

This option has to be enabled initially by eVision.  The cloning will take care of this feature for the future committees cloned from a committee with this feature enabled.

If files are tied, they will have the same rank. The rank may be re-discussed at the review finalization.

For Program Manager

The Program Manager can see all applications of the committee.

Final Score takes care of the plenary score if it is set otherwise it takes Average score from the reviews.

Global Rank is set on Final Score.

Small triangle is to highlight the current application.

Red wave under Final score is to highlight there is a revised score from plenary (different from the Average score).

For Reviewer

The Reviewer can see assigned applications of the committee.

(2025 – Q1) Form builder - Components Teams and Budget - Ability to have columns shown as rows in PDF

Each line of table will be added as a row after the recap table in the PDF.

Each line can start on a new page.

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(2025 – Q1) Review assignment using Eligibility criteria - Conflict of interest

In the LOV #23 - Eligibility criteria, set an item with the parent item Conflict of interest.

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In the competition, set this criteria to be automatically attached to the application at submission OR add the criteria manually to the application.

In the application, add an internal comment to the COI criterion.

The comment will be displayed in the review assignments screen.

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(2025 – Q1) Notifications with list of the team members available as CC

Select any team members to be part of the CC in notification

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2025 - Other features

2025 – Q1

  • Review – Reviewer form – Allow reviewer reopening its own review if the dateline is not reached. This button should be added by eVision to the reviewer form.

  • Multi-factor authentication (MFA) – Supporting new security code algorithm (numeric ([0-9] default), alpha-uc ([A-Z]), alpha-lc ([a-z]), alphanum-uc ([346789A-HJ-NP-RT-Y]), alphanum-lc ([0-9a-z])).