- Age field with Client List
Individual Explorer and My Tasks
- Task dialog has its own History tab
- Added "Complete" and "Postpone" buttons for Task Groups
- Refactored all task and Folder lists to include Full Paths
- Revamped current start/end models on the Template level, to show user-friendly data in Program List grid
- "Hide When Completed" implemented with Client Explorer
- When creating a new SAP/SP from Explorer, the system will navigate to specialized SAP folder
- Fixed Task Groups members colors
- Fixed error with folders that were created on the Individual level
- Fixed error when creating Template Folder without Parent ID
- Fixed bug where Complete action weren't saved properly in the system log
- Fixed double import error, when Template packet was set as "Import without root"
- Fixed bug where Task Group relationships were lost during Import to Individual
- Fixed error in My Tasks' Manager Mode with users with multiple departments
- Fixed bug where double-clicking on Individual in My Tasks malfunctioned with Task Groups
Program List
- Fixed bug where Brand or Oversight Agency values where missing
- Individual Program Enrollment tab grouped by Agency
- Individual Program Enrollment tab has new (hidden) "Brand" column
- Show special folders as drop-down lists
Individual-Programs
- Added proper codes to error message when trying to add double Program to Individual
Staff Action Plans and Service Plans
- Plan dialog has its own History tab
- Service Plan (Comfort Health) Implementation
- Refactored "Duration" and "Qty" fields to allow text entry (was only allowing numeric values until now)
- Show Plan of Care for Comfort Health
- Hide POM List for Comfort Health (still shows in edit form)
- Plan attachment count recalculated after new attachment is saved, to maintain updated information
- Hide Duration column and edit field for OPWDD Staff Action Plans
- Helpful user-friendly Tooltip for locked Plans, over Save button
- Helpful user-friendly message bar with informative notices
- Prevent POM errors with Plans, when Individual is less than 1 year old
- New "X" button for Life Plan/Plan of Care drodown menu in Plans
- View/edit Life Plan/Plan of Action dialog from Plan screen, without first saving the Plan
- New Plan Properties tab
- New Plan view-only mode
- The long-anticipated Plan clone function
- Button to view original Plan (if it's a clone)
- Disallow removing attachments from locked Plans (only allowed for Managers and System Administrators);
- Add Tracking Number fields to Client Details report
- Check for all approved units within Timesheet performed period, instead of just the first matching record. This will allow processing multiple overlapping approvals.
- You can now save customizations with Timesheet List
- New Ext Number field with Employees
- Fixed bug with CombinedTimeDataSource with longer results
- Add Tracking Number fields to Client Details report
- Audit Log for Users List
Custom SQL Commands
- Implemented Refresh function with Custom SQL module
