Client Plans
- Client Plans are again named "Plans," replacing the short-lived "Forms" tab. But rest assured that a broader Form platform will follow soon enough, that will allow the automatic creation of various forms based on client data.
- Fixed glitch: Plans with errors are not saving anymore
- Fixed glitch: Deleting Plans now deletes all its SAP and IPOP rows
- Printing Plans is now doable. Please submit forms via ticket system for implementation
- Renamed "Print" button, to "View & Print"
- Printing documents (various pages within a packet) will be sorted with predefined order
- Plan Templates became much more simplified: design one template and use across multiple services
- Plan Template got new dynamic fields (i.e. service name, document type and most service data and settings), to be utilized by coordinators
- New columns in the Enrolled Employees tab