Release Notes: May 2020
Dear
Welcome to our latest Release Notes Newsletter, highlighting some of the recent additions and developments made to BAFTA’s Nucleus software.
These have included:
Pagination option to divide your Entry form
Option to create an Awards entry form with no categories
New Finance Reporting Fields added to the Awards set-up page
Marking invoices as Paid In Bulk
Improved filtering for Finance Reports
Allow/disallow entrants from copying entries
You are receiving this Newsletter because either you, or members of your team, are Admin users of Nucleus. If you would prefer not to receive it, have a colleague who you think should be included on the mailing list or would just like to share your feedback and thoughts please do so by sending me an email.
Best wishes and stay safe,
David Lortal
Product Manager
New Features and Improvements
New features and enhanced functionality that we’ve added to Nucleus:
Pagination option to divide your Entry form
You now have the option to ‘paginate’ your entry form – that is to divide it into multiple pages. This choice may come in useful for forms that are particularly lengthy, or if you prefer to split the form into suitable sections – for example, dividing the eligibility sections from the questions and the terms and conditions etc.
This Pagination functionality is created by a new type of ‘Divider’. To utilise it:
-Go to Actions > Question List
– Add a new Question
-In the new Question, select the Type as ‘Divider’
-Under Question Parameters, for Divider Type select ‘Pagination’
-Save & Close
NB: If you would like to use the Pagination option there is one exception: assuming your 1st question is a Divider (as we recommend), then for that one you should select ‘Normal’ as the Divider Type, because as the 1st question on your form it is already the start of a new page.
If required, you can now create an Awards entry form that functions without categories. This functionality is useful for Admin users who want to run an Award scheme with a single prize, selling event tickets or general data collection exercises where categories are not needed.
To create such an Award, Admin Users should create their form as usual but without using the Category or Category Eligibility actions. Instead general eligibility for this award can be managed by use of relevant Question types such as ‘Date’, and Dependencies within key Questions.
You can lock this setting – for example, to prevent Categories being created in error – by going to:
-Actions > Awards
-On your chosen Award, click Actions > Edit
-Scroll down to the Options section, and for ‘Award has categories?’ select ‘No’.
New Finance Reporting Fields added to the Awards set-up page
Several new Finance Reporting Fields have been added to the Finance section of the Awards set-up page. These are:
Company codeClassification codeAlphanumeric fields
These fields have all been added to the filters on the invoice export page and the finance export – so can be used for reporting purposes on the finance reports. The naming of these fields are editable in the CMS, so you can adjust them as you require.
Marking invoices as Paid In Bulk
Invoices ‘Paid In Bulk’ can now be marked as such. To apply this:
Go to Actions>InvoicesClick the tab ‘Bulk Mark Paid’ above the Invoice ListOn the new page that opens, type or paste the Invoice numbers and the corresponding amounts to be paid. One invoice per line.Click ‘Preview’.On the ‘Preview’ page, you have the option to add a note alongside these invoices on the Invoices List. If required, type this in the field ‘Optional Payment Note’.Click ‘Update Invoices’These invoices will all then be marked as paid on the Invoices List.
Improved filtering for Finance Reports
To give users better options to filter reports, four new fields have been added to the Invoice Data Export functionality. These are:
Type (Invoice / Credit Note / Any)Status (Unpaid / Paid – Online / Paid – Offline / Paid – Either / Any)Award Company CodeAward Classification Code
To access this functionality:Go to Actions /MiscSelect Invoice Data Export
Allow/disallow entrants from copying entries
You can now control whether entrants can copy their entries when making multiple entries in the same Awards. To do this:
-Go to Actions > Awards
-In the Options section, go to ‘Allow entrant to copy entries’ and select Yes or No.
-Save