This document contains a list of the new features and modifications included in this update to GEMS. Features are grouped according to the jurisdiction they apply to.

To better keep GEMS users informed of upcoming Activities and To-Do Items, two new tiles have been added to the Home Hub: the Activities tile and the To-Do Items tile.

Each tile displays a count of upcoming Activities and To-Do Items that involve the user who is logged in to GEMS. Clicking the Activities tile opens a list of those Activities.

Clicking the To-Do Items tile shows a list of both Activities and their To-Do Items and related columns.

Compliance Tracker

To further empower users to make any changes needed to Activities, closed Activities can now be re-opened.

For more information on re-opening closed Activities, including details on how re-opening Activities with recurrence affects other Activities, please see the Compliance Tracker Tutorial on the Community Support Site.

To better tailor existing Activity Workflows to their needs, Administrators can now change the Activity Creation Options on reserved Activity Workflows (i.e., those Activity Workflows that ship with GEMS and that have restrictions on what can be modified).

When creating a new Activity with an Activity Type that uses an Activity Workflow related to Registrations and Licenses, the “Activity Title” field automatically populates with a title containing the Entity’s name in addition to the Activity Type in order to reduce future confusion when managing the many Activities in a database.

To allow users to ensure historical data is accurate, the Activity Details section of closed Activities can now be edited.

For more information, please see the Compliance Tracker Tutorial on the Community Support Site.

For clients using Computershare’s Global Managed Services (GMS), GMS Activity Notifications have been separated from client-created Activity Notifications so that Administrators have the freedom to customize how their own Activity Notifications work while still retaining the Notifications required for GMS.

To give users more control over Activity-related notifications, separate Activity Notifications can be enabled for either To-Do Items only or for Activities only.

To ensure Activities accurately reflect the state of the GEMS database, when an Entity is deleted, the Activities related to that Entity are closed and their “Status” field is set to “Not Required.” The “Closed By” field is populated with the user who deleted the Entity.

To better ensure consistency and reduce the time spent updating recurring Activities, custom field values are now carried over to each Activity that is created as a recurrence.

To provide a more seamless experience when running reports from To-Do items in addition to reports of type “Reporting” it is now possible to link “Assembly” reports to To-Do items in GEMS for generation.

This is done through the Activity Workflow Configuration wizard.

The search when selecting a report will now also return Assembly report types.

Users now have greater control over the layout of their charts with the introduction of Matrix Styles for charts using the Matrix layout. For more information on these Matrix Styles, please see the GEMS Charting (Preview) Tutorial on the Community Support Site.

To allow for greater flexibility in how ownership percentage is displayed on charts, the number of decimal places in the ownership percentage figures throughout the chart can now be customized in the Layout panel.

Users can now further customize the appearance of charts by adjusting the spacing between boxes. The horizontal spacing (i.e., the space on the left and right side of the boxes) and the vertical spacing (i.e., the space above and below each box) can both be adjusted.

To improve legibility of charts, data can now be moved from inside chart boxes to outside footnotes via the Formatting icon. For more information, please see the GEMS Charting tutorial on the Community Support Site.

Users now have more options for how filtered-out boxes appear within charts, allowing them greater control over the visual appearance of charts. Filtered-out boxes can now be collapsed entirely, grayed out with data still visible, or grayed out with only the Entity name visible. For more information, please see the GEMS Charting tutorial on the Community Support Site.

To best clarify the functionality of the options available on the Sub-Chart menu, the Main Chart button now has the name of the chart company initially selected when the chart was generated.

To bring clarity to the buttons present under the Snapshot’s Menu icon, the Quick Chart button has been renamed to Launch Org Plus (Legacy).

Update: Auto-incrementing custom fields now supported through the clone wizard.

To further enhance the experience when using the clone wizard, auto-incrementing numeric custom fields are now supported when using the clone wizard.

To ensure a smooth transition of responsibilities when one user is replaced with another, an option to assign outstanding “New” Approval Requests to a replacement user has been added to the Search and Replace Wizard.

To allow for a clearer differentiation between when custom fields are added and edited the audit trail “Action” for these records has been enhanced to now state whether an “Add” or “Edit” action has taken place.

Administrators now have the ability to further refine which Documents they would like to add Access Levels to, as the ability to create Access Levels to Documents based on the “Sub-Category” field is now possible.

To allow for easier generation of Confirmation Statements by users, CS01’s can now be generated via the Company Snapshots Menu.

For more information please see the dedicated Confirmation Statement Tutorial on the Community Support Site.

To allow for a more seamless experience, once a CS01 filing has been accepted at Companies House the related Activity in GEMS will now mark itself as completed in GEMS automatically.

To allow for a more seamless experience, once a B1 filing has been accepted at the CRO the related Activity in GEMS will now mark itself as completed in GEMS automatically.