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July 20, 2023

Info: AgilityHealth releases enhancements, new features, and bug fixes every Wednesday at 5 PM CT. Any items our customers should be aware of are posted on Thursdays. Not all weeks will have customer-facing items; no release notes will be posted.

Structural Agility: Allocation Per Role Widget

A new widget has been added to the Structural Agility Dashboard called Allocation Per Role. The Allocation Per Role widget shows you how many teams individuals in specific roles are supporting. This will help you understand which individuals are over-allocated. 

Screenshot 2023-07-19 at 4.20.01 PM.png

The vertical axis represents the number of teams supported and the horizontal axis shows each role. The widget is scrollable when necessary to show all selected teams.

  • The number inside each color block tells you how many people are in that role supporting the number of teams in the vertical axis.
  • The number at the top of each block column is the total number of people in that role
  • There are up to 5 blocks of color, showing you how many teams are supported (5 or more teams are grouped together in the top block).
  • Hover over a colored block to see up to 10 team members ' names and the number of teams each supports.

To turn the Structural Agility Dashboard on for your company, Company Admins can contact their Customer Success Manager or submit a support ticket with the request.

Learn more about the Allocation Per Role widget.


Manage Users: Business Line Admin Updates

Important: This enhancement was delayed and is not yet available.

Business Line Admin users now have the ability to only be tied to Teams, instead of both Teams and Tags. We've added a new feature that will allow companies to decide how to set Business Line Admin users up in the AgilityHealth platform.

When enabled, this feature will remove the Tag option from Business Line Admin users. This ensures the Business Line Admin can see all the Teams they are tied to, regardless of the team's Tags.

Screenshot 2023-07-19 at 6.42.44 PM.png

To turn this feature on for your company, Company Admins can contact their Customer Success Manager or submit a support ticket with the request.

Learn more about managing users


Manage Users: Business Line Admin and Team Admin Updates

Important: This enhancement was delayed and is not yet available.

In Manage Users, to make it easier to find the teams you wish to assign to Business Line Admins and Team Admins, we have grouped together teams, multi-teams, enterprise teams, and n-tier teams. When adding or editing these users, simply use the caret to expand the team level to see the teams included.

Business Line Admin users also have a Tag section that can be expanded to see team tags.  

Screenshot 2023-07-20 at 8.43.14 AM.png

Learn more about managing users


Bulk Import: Members Tab Updates

We have added the ability to create Team Member Tags and add them to Team Members via the bulk import feature available to Company Feature Admin users on the Teams Dashboard.

On the Members tab of the bulk data management file, you will see a new column, Column I for Tags. You can add Tag Categories and Tags for Team Members using column I and by adding additional columns. 

Learn more about bulk import

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