FilPass V2 introduces a refreshed design and a more streamlined experience across the platform. This release focuses on improved usability, clearer navigation, and enhanced controls for managing issuances, approvals, and records.
Overview of Improvements
- Updated interface with a more cohesive and modern layout
- Improved navigation and clearer labeling across all modules
- Enhanced tables, filters, and export options
- New features added to support efficiency and accuracy in daily operations
General Updates
- A Department dropdown is now available in the Dashboard, Batch Issuance, and Approval modules, allowing users to filter issuances by department.
- The Reset Filters button has been renamed to Clear Filters.
- Tables across V2 can now be downloaded using the Download button.
- Table columns can now be reordered by dragging.
- Pagination options now include 10, 25, 50, 75, and 100 items per page.
- Users can now manually enter a page number to navigate directly to a specific page.
- All date columns now include a responsive date search modal.
- Tables now include side navigation arrows to improve horizontal navigation.
- Discard confirmation modals have been implemented to prevent accidental actions.
Navigation Bar
- The navigation bar has been redesigned for improved clarity and ease of use.
- The navbar can now be hidden or shown using the toggle icon.
- The profile picture has been removed from the navbar and replaced with the FilPass logo.
- Recipients has been renamed to Recipient.
- Audit has been renamed to Audit Log and is now divided into Logs and Uploads tabs.
- Batch Issuance now includes four sub-tabs:
- All Issuances
- Template-Based
- Mint File
- Mint PDF
- Approval List has been renamed to Approval.
- Tabs under Developer Tool are now easier to access.
- Account is now a dedicated section with the following items:
- Audit Log
- Accounts
- Settings
- Legal
- Template Design has been moved under the Template section.
- Template has been renamed to Design.
- Workflows now has its own section named Workflow, with List as the main view.
New Navigation Order
- Dashboard
- Recipient
- Batch Issuance
- Approval
- Design
- List
- Applications
- API
- Documentation
- Audit Log
- Accounts
- Settings
- Legal
Dashboard
- Dashboard data can now be exported using the Export button.
- Reports can be exported based on the selected date range.
- A summary of all batch issuances is now shown before individual issuance-type summaries.
- The main dashboard chart and monthly summary averages are now displayed as line graphs.
- Donut charts are available for each issuance type.
- The main chart summary can now be filtered to include or exclude:
- Batches
- Published
- Unpublished
- Rejected
- Pending
- Pending Release
- Recipients
Recipient
- When viewing a recipient, documents are now organized into the following sub-tabs:
- All
- Pending
- Pending Release
- Approved
- Rejected
- Revoked
- Expired
Audit Log
Document Logs
- Column order is now:
- Timestamp
- Document ID
- Batch No
- Batch Name
- Activity
- Release Timestamp
- User
- Department – Role
- A new Release Timestamp column shows when a document is released by a Document Release Controller.
- The Action column from V1 is now labeled Activity.
- The Role column is now Department – Role, showing the associated department.
Batch Logs
- Column order is now:
- Timestamp
- Batch No
- Batch Name
- Action
- Feature
- User
- Department – Role
- The Feature column indicates whether the batch was created through Batch Issuance or via a Workflow.
Account Logs
- Column order is now:
- Timestamp
- Department ID
- Role ID
- Remarks
- User
- Department – Role
- Status
- The Action column from V1 is now labeled Status.
Batch Issuance
Batch List
- Batch Issuance is now grouped into three tabs:
- Active batch issuances can now be archived.
- Published batch issuances can now be deleted.
- Column updates include:
- Batch No (replacing Batch ID)
- Created On and Released On (renamed from Created and Release)
- A new Tags column has been added.
Create Batch
- The Create Batch form is divided into:
- Batch Information: Department, Issuance Type, Batch Name, Notes, Tags
- Published Information: Document Published Title, Description, Course Website, Skills
- Notes, Tags, and Skills are now available to further customize batch issuances.
- Approvers now display an icon indicating their approval level.
- Template-based batch issuances now support Check-In, when enabled.
Upload
- After uploading an Excel template, users can now review a Validation Summary and file name.
- Bulk uploads now use a dedicated modal.
- Uploaded files display:
- Date and Time
- File Name
- Status
- Actions
- Status values are now Matched and Mismatched.
- Delete actions now use a trash icon.
- The upload area is disabled once the maximum number of files is reached.
- Template variables, such as profile pictures, can now be uploaded in bulk.
- A loading modal replaces repeated confirmation modals after clicking Create.
- Uploaded documents can be expanded or collapsed for a cleaner view.
Documents
- Batch Details, Upload, and Audit Log tabs remain available.
- Check-In Status is shown only for template-based batches with Check-In enabled.
- Manual Check-In is allowed only for approved documents.
- Pending Release statuses are now differentiated:
- Pending Release (Scheduled Release Date)
- Pending Release (Document Release Controller)
Approval
- The Approval module now displays three sub-tabs:
- All
- Pending
- Pending Release Date
- Batch Name, Batch No, and Document Title are now shown above the table for easier reference.
Developer
- The Developer section is now split into:
- API – for creating and managing API keys
- Documentation – providing guidance on using the FilPass API
Accounts and Settings
Account Management
- Password management has moved to My Profile under Password.
- Department, role, and user management is now located under Accounts.
- Legal now has its own navigation item.
Tables
- Departments table includes:
- Name, Description, Status, Created On, Last Updated, Action
- Users table includes:
- ID, Name, Role–Department, Email, Status, Created On, Last Updated
- Roles table includes:
- Name, Description, Department, Permissions, Status, Created On, Last Updated
- Role permissions are now fully visible in V2.
Settings
IA Profile
- My Profile content from V1 has been moved to IA Profile.
- IA Profile is divided into:
- Complete Registered Address
- Complete Mailing Address
- Registration Details
- Industry Information
- Philippine addresses include additional structured fields such as region, province, city or municipality, barangay, and zip code.
- Industry Information varies based on the selected industry, including expanded fields for Construction.
Additional Features
- Profile picture management is now under My Profile.
- Access Level provides visibility into all roles and departments.
- TXT Record Setup has moved under IA Profile.
- White Label Verifier can now be updated without administrator assistance.
- Platform Fee settings are now located under IA Profile.
Workflows
- Created is now labeled Created At.
- Workflow List now includes five status-based tabs:
- All
- Active
- Inactive
- Published
- In Progress
- In-Progress and Published workflows can now be deleted.
- Tooltips have been added to Workflow Details, Issuance, and Payment tabs.
- Header uploads no longer auto-crop and can now be deleted.
- Approval is now managed in a separate tab.
- Invoice Name and Platform Fee are located in the Payment tab when enabled.
- Several settings have been renamed for clarity.
- Save as Draft is now available for Issuance, Approval, and Payment tabs.
- The Custom tab now includes categorized template fields.
Applications
- Application No has been renamed to Application ID.
- Zip files can now be generated from the Applications tab.
- Downloads are managed in the Downloads tab with status-based sub-tabs:
- All
- Pending
- Processing
- Ready
- Expired
- Failed
