Did you know?
You can search everywhere, hassle-free!
ⓘ In every grid list (with one or more columns, in oppose to a drop-down list) you may press Ctrl+F (or click on the header of any of the columns and choose "Show Find Panel") to get a little search box (similarly to what you're already used to with the Individual, Programs and Employees Lists), where you can freely type a search term to filter lines within that list.
You can read documentation on Enterprise, and become a pro!
ⓘ We've written several documentations and tutorials for Enterprise, that you might find helpful. Simple open your InvGate Ticketing System page, login and choose "Articles" from the left menu. Navigate (on the top-right) to the Categories "Hamaspik Enterprise" or "Standard Operating Procedures > Enterprise Usage Standard Operating Procedures". This is just the beginning; More articles to come soon. Stay tuned!
Tasks Information Restructuring
Please Note that we restructures the entire set of methods on how we query and deliver the lists and information regarding the Folders, Tasks, Task Groups, Task Templates and Packets. We worked hard to eliminate all bugs that usually derives from such a major change, but we might have missed some. If you encounter any bugs (i.e. missing columns, wrong information, missing rows, incorrect actions, error messages, etc.),
please open a ticket.
Updates
Tasks and Explorer
Core
- Focus on Folder drop-down list within its Settings tab, if user forgot to select one
- Show message if Individual has no Folders for Program, and user wants to search for Folders
- New "Execute Trigger" button to act as if completed (this will fire all triggered Tasks without actually marking current Task as completed)
- Fixed error when Task priority is below 1
Individual Explorer
- Allow more space for first column with Client Explorer, to prevent overlapping text
- Clearer error messages and tips when actions (i.. clicking the Edit button) cannot be executed
- Fixed bug where Individual Explorer crashes when no node is selected
Templates
- Assign Template Task to positions, that remains unattached to specific user, even after import
- Assign Template Task directly to specific users
- Allow more space for first column with Template Explorer, to prevent overlapping text
- Individual Task Template tab is now called Template Explorer
- New: Copy Folder button, allows you to copy Template Packet from one Program to another
Coming soon: Share Template Packet from one Program to another, will help you maintain a single Template Packet across multiple similar Programs
Individual-Program Enrollment
- Added Caseworker column for Individual Enrolled tab with Program List
- Added Oversight Agency (calculated) column for Individual Enrolled tab with Program List
- Added many hidden column for Individual Enrolled tab with Program List
- Restrict users from editing Program for existing Individual-Program level, and Admins/Managers can edit with Ctrl+Alt+E keyboard shortcut
- Removed automatically updating Oversight Agency and Brand from Program default
- Hide drop-down list for Oversight Agency if default is set with Program
- Fixed glitch where system prompted to import Master System Template, upon deletion of Individual-Program enrollment
- Log import of Master System Template upon saving Individual-Program Enrollment
- New fields:
- Export To FEZ
- Export To Healthix
- Attending Service Provider
- Other Ref Provider
- Rev Code
- HCPS Procedure Code
Individual List
- Read on in the following sections:
- Individual-Program Enrollment
- Tasks and Explorer > Individual Explorer
Individual Plans
- Preserve position in History tab during Data Refresh
- Fixed error messages while cloning Staff Action Plans / Service Plans
Program List
- New Rate Bracket!
- Enter, edit and delete an unlimited amount of Rate Brackets for each Program in the Program List
- Set various fields for each Rate Bracket
- Enter Timesheets with updated interface:
- Allows to document amount of Individuals present at session
- System will automatically determine which Rate Bracket fits best for the criteria of hours spent and Individuals participated
- Allows to manually override the Rate Bracket
- Export FEZ with all codes based on the automatically or manually selected Rate Bracket
- Save position after creating Rate Bracket
- Allowing to edit the Overtime Restricted field
- Fixed error message when cancelling the creation of new Program
Timesheets
Data Entry
- Read about the new Rate Bracket under "Program List"
- Fixing bug where Individual and Provider got removed during edit of existing Timesheets
Road ahead: Please note that many Timesheets got lost in the void with no Individual and/or Provider. Please reach out to the IT department to help you resolve these discrepancies.
Training
- Allow removing selected values from various drop-down list in Edit Training dialog
Main & Security
History Log
- Sort Audit-Log form by date
Error Messages
- Slight modernization to error messages
Custom SQL Commands
Security & Lock-Screen
- Manually lock your software, to prevent privacy leaks
- Set focus on password field, if incorrect value was entered
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