Welcome to RTC FileIt 


Every time we add some new functionally to FileIt you will be able to view all the details of what is new within this section here! 


We welcome any feedback you may have. 


New Functionality 


Roles and Permissions


1. Assign Roles to Multiple Locations


Users can now create roles and assign permissions to the role. This will dictate what a user can see and do e.g., a Read Only role can be created which means users given this role can view documents but cannot upload or delete them



We have also given users the ability to assign roles to multiple locations at the same time, without having to repeat the process over and over again. In order to assign locations, simply click on the + (plus) button and choose which locations you want the role to be assigned to, and click 'Add to Role'





2. Invite Users to System


We have added the ability to allow users to 'invite' people to the system via email (roles and locations can also be configured at this point)



3. User Interface - Manage User & Roles


Users will be able to create/edit users from the User Management section and users will also be able to create/edit roles from within the Role Management section (both of which will be located in System Settings)




Visit Data


4. Delete a File & Confirmation


  • Users will now have the ability to delete files that have been manually uploaded to FileIt (files that have been automatically uploaded by RTC will not be able to be deleted).




  • We have also added a confirmation pop-up that will display when a user attempts to delete a file








5. All Document Types to be Displayed


We have now made it possible to see all document types within a visit folder, regardless if they have files assigned to them or not (previously, only document types with files associated to them were being displayed)




6. Accordion Headers - Closed by Default


  • Accordion headers throughout the FileIt system will now be closed by default
  • We have also added a handy button to 'Expand/Shrink All'




7. File Number Indicators


We have added handy little display features that will indicate how many files are contained within a visit folder and within document types (document types with no number against them indicates that no files are associated to that type)



8. Display Final Flag on Documents


We have added a display feature which will appear automatically on documents that will inform the user if the document is the final iteration( i.e. the final jobcard)



Search Facilities


9. Search - Date Range Improvements


We have added shortcut buttons into the search criteria section of FileIt that will allow users to stipulate whether they want to search for Active visits or search This Week, Last Week, This Month or Last Month



10. Search - Display the last search on return to the page


When a user enters search criteria and then access a visit folder, if the user than goes back to the previous page, the system will remember the search criteria that had previously been entered


11. Search - Filter Search Results


We have also added a filter bar below the search fields that will allow users to filter the visit folders 





Please note that some of these features will be permission/role based. Please contact your system administrator for more information. Further detailed information will be available in the 'How To' docs