Customize Workflow Phase Icons and Colors
You can now choose custom icons and colors for workflow phases, so target statuses are easier to recognize at a glance during sessions and in progress views. π
β¨ What's new:
- π¨ Phase colorsβ Set a custom color for each workflow phase.
- 𧩠Phase iconsβ Choose a phase icon from a curated set.
- π οΈ Edit in one placeβ Update labels, icons, and colors from the same Edit Phase flow while creating or editing a workflow.
- π§ββοΈ In-session visibilityβ See the updated icons and colors on targets during direct sessions.
- π Progress page consistencyβ Keep Progress page visuals consistent by continuing to show standard icons and colors in places where statuses are displayed as general labels.
π‘ Why it matters:
Workflows help teams communicate where a target stands, especially when multiple staff support the same learner. Custom icons and colors make phases clearer and more consistent with your clinicβs language, which can reduce confusion during handoffs and supervision. Keeping Progress page visuals stable also helps teams read reports consistently over time.
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Filter Activities by Duration
You can now filter Activities by how long they ran, so it is easier to spot unusually short or long sessions and audit outliers across different views. π
β¨ What's new:
- β±οΈ Duration comparisonsβ Filter activities where duration is greater than, less than, or equal to a specific time.
- π§ Available across pagesβ Use the Duration filter in Reporting β Activities, History β Activities, My Activities, and Activities β Pending signatures.
- ποΈ Date range requiredβ If you have not selected a date range yet, you will be prompted to choose one before filtering by duration.
π‘ Why it matters:
When you are reviewing activity logs, duration is often the quickest signal that something needs a second look, like a session that ended immediately or ran far longer than expected. Having a duration filter helps clinic leaders and admins find these outliers faster, without scrolling through pages of activities. It also makes it easier to validate time tracking and keep documentation accurate over time.
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