New Features & Enhancements released in the Guardian 2024.07 update:
  • My Tasks Dashboard to keep track of coming due tasks. (Article)
  • Workflow and Checklist Logic Builder  to control which checklist items apply to/are required for each Workflow Stage. (Article)
  • Checklist Logic Builder to implement logic rules to your checklists. (Article)
  • Ability to schedule a Report to deliver to an SFTP server. (Article)
  • Ability to show/hide case management features and change labels per incident type. (Article)
  • Custom Report Builder Enhancements, including And and Or Logic Combinations. (Article)
  • Configurable IR Alert Threshold Notifications (Article)
  • Ability to auto-create a case via sending of an email. (Article)
  • Risk Feature to associated Risk Levels for parties on a case (Article)
  • Intervention feature that will allow case managers to assign an Intervention task to a staff member as it relates to a party. (Article)
  • Many new fields have been added to the Custom Report Builder, including date stamps for case activities.
  • Super Admin reports for exporting a list of all user access from the Employees screen