Revision 863

Updates

Individual Enrollment

• Users cannot activate Individual Enrollment if Individual's record is missing the FundEZ code, if dictated so in the Program settings (see Requires FEZ Code field under Program List)
  
  
  

Tasks and Explorer

Core

• Ask for Declining reason, only if required (this is set on a Program level)
• Fixed bug of missing attachment data for Task Templates

Individual Explorer

• Show content of Folder, even if it's mapped for special use
• Fixed bug where the Import Template Packet wasn't always connecting to the right Program

Template Explorer

• You can now remove all mapped folders, without selecting new folder. See the "Program List" section for more details

Individual Plans

• Adding a new Plan, is now a drop-down list, with options to add a Staff Action Plan (Service Plan) or a Life Plan (POC)
  
  
• New option to add new a Life Plan (POC) directly from within the Staff Action Plan (Service Plan) dialog
  

Program List

• New "Requires FEZ Code" checkbox (see more at Individual Enrollment)
  
  
• New "X" button allows you to remove mapped folders, to leave it blank
  
  

Timesheets

• Fixed several errors

Multi-Service Entry

• Fixed bugs with dialog

Units Meter

• Fixed bugs and enhanced visual
• Moved to the bottom, ti remedy display issues
• Overages now displayed in red

Covid-19 Overtime Exemption

• Remove non-OPWDD Programs from the overtime exemption throughout the coronavirus season

Training

• Fixed bugs caused by text-lengths in training due-dates report
• Percentage column in Training Status Report

MongoTEL integration

• Fixed bugs

Main & Security

History Log

• Better capturing user's login experience

What's Ahead

We weren't supposed to tell you this... but here it is anyway...

The long-awaited Summary Notes are coming very soon! You will be able to store your Summary Notes attachments, directly from the Timesheet module, and see it from different places too.

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Version 1.0.0.702

User List

• New "HR-Reports-PayrollExceptions" System Module for access to the Payroll Exceptions report

Version 1.0.0.700

Client Services

• New Designated Caseworker field for each Client-Service record
• New Department-Restricted field for each Client-Service record

Client Tasks

• Full "View" and "Filter" menus:
• View all tasks collapsed
• View all tasks expanded
• View all tasks assigned to you
• View all tasks, regardless of assignment
• View all uncompleted tasks
• View all due tasks
• View all overdue tasks
• View all tasks, regardless of completion status
• Remove all filters
• Added Attach File button is Edit Task screen
• New "Has Attachment" column in Tasks list in Client List
• Client Task Templates in Service List:
• Create, rename and delete Folders
• Create, edit and delete template tasks, grouped by aforementioned folders, with own template attachment and two optional due dates modules
• Load Template package into Client, and get access to template's attachments
• Automatically assigns generated tasks to user generating
• Double-click Folder to rename
• Double-click Task Template to edit
• New "Complete" button in Edit dialog box
• New "Incomplete" button in Edit dialog box
• New modern-styled priority field
• If Due Date is blank when marked as Completed, it will automatically set its Due Date to current date/time
• Fixed many glitches

Client Gifts & Events

• Module now accommodates event planning:
• New 3 sets of custom data in header/value pairs
• Each event has unique headers

Staff Action Plan

• New "Review Date" field
• Allow hiding "Changes Needed" field
• Checking and suppressing for more errors before printing Plan
• Handle Plan-location for services with permanent locations (i.e. IRAs)
• Impose Staff Action printing restriction before creating Plan

Training

• Removed "Time In" column in Training checking sheet

Users

• User List is not editable in grid screen