Smartstaff
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* '''+AI''' feature set offers advanced capabilities for automating common tasks, gaining insights, and optimizing processes
* '''Delegation''' feature updated for easier delegate assignment
* New page-level help element provides concise explanations to help you during configuration
* Proximity list views enlarged for ease of readability and improved visual context
* New open options for buttons in portal sections for improved user experience
<!-- 138641 - The Map is too small on proximity maps set to list -->
==On-Demand System Upgrades==
The following features are available immediately with the application of the upgrade, but must first be enabled or configured by a Global Administrator:
* '''Expired Files''' consists of files that have been marked as "Expired"
To set permission access for '''SmartFolders''', navigate to '''Global Settings''' > '''Security''' Tab > '''System Features''' > '''Features''' and set the desired access. To view the new '''Smartfolders''', navigate to '''Menu Icon''' > '''SmartFolders''' > Toggle on '''Try the new SmartFolders'''.
<!-- 134562 - SmartFolders 2.0 -->
====SmartSimple +AI Feature Set====
: ''Main Articles: [[AI|+AI Overview]], [[Enabling +AI Within Your System]]''
==Notes for Admins==
====New Page-Level Help Element====
A new page-level help element has been added to several pages with the purpose of giving clarity by providing concise explanations and guidance so you can easily understand and configure settings with confidence.
<!-- 158593 - Page level help -->
<!-- 158909 - New Page level help files -->
====Report on Expired User Accounts====
Added the ability to report on the '''Enable Access Expiry''' toggle and the '''Expire Date''' field so you can easily track user accounts that have expired and are unable to log in as well as identify users scheduled to lose system access automatically. Access expiration on users is often configured for compliance and security purposes.
Level 0 custom fields (which were deprecated earlier) are now hidden from all areas of the system.
<!-- 148728 - Fully deprecate level 0 custom fields -->
==Service Packs==
====March 21st 2024 (202403.04)====
* Fixed an issue where unwanted scroll bars were appearing in the home portals on instances on .ca and .us servers.
<!-- 159942 - Scroll bars issue -->
* Fixed an issue where the autoloader failed to associate two Level 1 objects within the same UTA after a data migration.
<!-- 159899 - (Autoloader) Association issue between two L1 objects within one UTA -->
====March 18th 2024 (202403.03)====
* Fixed an issue where a user was unable to download documents due to a persistent “Scanning file for viruses” message.
<!-- 159950 - 'Scanning file for viruses' notification on uploaded files. -->
====March 15th 2024 (202403.02)====
* Fixed an issue where the visibility of activity tables was affected by table data not populated with mapped to Level 3 records using specific variable syntax. This issue only seemed to occur when certain conditions were met, such as when one of the columns did not have any fields mapped to it.
<!-- 159911 - Claim tables not visible -->