Template Explorer and Bug Squashing with Revision 765

Individual List

• Fixed "Brands" field

Individual Explorer & My Tasks

• Introducing Template Packet Explorer 2.0!
• Full folder hierarchy with similar theme as with Individual Explorer
• Tasks grouped by Task Group
• Task Groups with distinct appearance
• Tasks sorted by specified value
• Fixed bug at removing current Task from Group Members selection dialog

Individual Plans

• Resolved bug where new Plan remained locked
• Better refresh with Individual Plans, to maintain up-to-date records

Program List

• Sort History Log by most recent first
• Refresh Program List after add and edit, to maintain up-to-date records

Timesheets

• Better refresh and position bookmarking with Timesheets, to maintain up-to-date records

Training

• Fixed bug where client names came up blank with training registration

Security

• Column improvement for Edit User dialog
• Fixed bug with Users' History Log

Revision 764 Saves Individual Plans and updates Explorer

Client Explorer & My Tasks

• Showing Sort Value in Template List
  
• Showing task name on dialog title
  
• Renamed Task "Description" to "Title"
  
• Focus on Title on new tasks, and on Memo on existing record
• Renamed completed Task Groups as File Group, so it maintains own characteristics
• Added Find feature for Task and Folder selectors (more coming soon)
• Removed current Task from the group members selection list

Program List

• Updated diagnosis code with dot format

Individual Plans & Life Plans

• Updated diagnosis code with dot format
• Fixed bug where Plans always locked
• Name SAP & LP, even without proper Oversight Agency set

Main

• Increase size of Individual List ribbon button, to accommodate smaller screens
• All dialog boxes now have the common Ctrl+S keyboard shortcut that will save a and close the screen
• Redesigned the Error message box

Revision 763 Brings Loads of new features with Individual Plans and More

Individual List

• 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);

Individual Gifts and Events

• Add Tracking Number fields to Client Details report

Timesheets

• 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

HR

• New Ext Number field with Employees
• Fixed bug with CombinedTimeDataSource with longer results

Reports

• Add Tracking Number fields to Client Details report

Security

• Audit Log for Users List

Custom SQL Commands

• Implemented Refresh function with Custom SQL module

Nice Upgrades and Fixes all over with Revision 762

Client Explorer and My Tasks

• Automatically import Master System Template upon creating or editing Individual-Program enrollment
• Departmental Tasks (Tasks connected to a Program but not assigned to a specific user) will now be assigned to entire Department, based om new "For Tasks setting within Users setting. (Up until now, it was based on Employee "Departments" records, but that caused issues with certain users)

Individual-Program Dialog Box

• New Individual-Program fields:
• "Brand" allows keeping track of the various operational brands (i.e. Hamaspik, Comfort Health)
• "Oversight Agency" registers which agency (i.e. OPWDD, NYS DOH) is overseeing agency for the Program
• Prevent enrolling Individual twice with same Program
• Automatically import Master System Template upon creating or editing Individual-Program enrollment
• Restrict saving Client-Program dialog, if no Caseworker is set

Program List

• New Program List fields:
• "Default Brand" will help streamline
• Default Oversight Agency

Life Plans, Staff Action Plans and Service Plans

• Attachments for SAP
• More SAP hidden columns
• SAP lock feature
• Custom fields and terminologies for DOH Service Plans
• Allow accessing Life Plan from SAP
• Fixed bug with Life Plan Edit dialog, when opened via the SAP dialog, as it was selecting wrong LP record

Security

• Redesign for the User Edit dialog box
• New "For Restrict" and "For Tasks" fields within the Departments list

Revision 761 brings updates to SAP, My Tasks and more

Individual Explorer and My Tasks

• Fixing broken My Task menu bar with Task Groups

Staff Action Plans and Service Plans

• New fields in SAP printing
• Expand field sizes with Plan Documents
• Fixed bug with pipe in Display Name with Plan Documents

Timesheets

• Fixed false negative with rule that allows financial exports before Processing batch

Main

• More "Client" terminologies were changed to "Individual"

Revision 760 Also Introduced New Task Template Import Options

If Template packet is set to import without parent Folder, it will import the content only

Bug Fixing and Feature Enhancing with Revision 760

My Tasks and Individual Explorer

• Fixed errors on My Tasks refreshing
• Fixed errors with View As User
• Updated warning message for Folder & Task propagation
• Restricted permission for Propagation
• Changed Adding-Group-Member dialog to select from list
• Restored again double-clicking features for My Tasks
• Ignore double-clicking on group row with Individual Explorer
• Grouping a Task Group within its own group and highlighting it with Individual Explorer

Timesheets

• Allow financial exports before Processing batch, based on setting

Revision 759 fixes a few annoying Tasks bugs

Client Explorer and My Tasks

• Allow adding new Task Group with Client Explorer
• Fixed double-clicking with My Tasks
• Fixed bug with errors in Edit Task dialog

Revision 758 fixes many bugs and introduces some new advanced features

Client List

• The "Client" his hereon being referred to as "Individual"
• Fixed Client List layout discrepancy with larger displays
• Fixed 271 Import bug where MCO data was overridden by CCO data
• Fixed 271 Import bug where certain names broke the process

Client Explorer and My Tasks

• New Task Groups
• Different Task type will help solve organizational and operational challenges
• Own workspace within group that shows full list of member of group with options to:
• Edit members
• Mark member Tasks as completed
• Postpone member
• Add and remove members of group on the fly
• Set up groups on Template level, and it automatically gets created and linked on Client level upon import
• New Propagate feature
• Update certain fields of all Client Tasks that were created through a Template Task
• Send a full new task to be imported to all Clients that has Folder with Template's Folder as its Template (originator)
• Send a full Folder full of Tasks and Folders to be imported to all Clients that has Folder with Template's Folder as its Template (originator)
• Enable My Task Manager Mode for Admins
• New "View as User" with My tasks
• Faxed bugs with My Tasks, where wrong data was shown
• Fixed "Template" drop-down menu in Folder Edit
• Removed "Start after due?!" alter with My Tasks
• Show and hide extra drop-down menu columns with Ctrl+Alt++ (hide with Ctrl+Alt+-)
• Completed the Propagate function
• Added 'Updates Report' message after propagating
• More Postpone features
• Fix bug where Manager mode shuts after refresh

Staff Action Plans

• Fixed bug where minimum goals for under 18 showed error for clients over 18

Client Correspondences

• Fixed bug where date caused errors

Program List

• Limit Program list to active only (Is "Active" checkbox)
• Fixed Service List layout discrepancy with larger displays

Timesheets

• Fixed "Missing Billing Unit" errors
• Fixed loads of Timesheet bugs, including missed errors, and errors while typing Program name
• New safeguard against financial exports from non-processed Timesheet batches
• Resolved several bugs

Training

• Changing Training colors again

Revision 757 brings new features and fixes numerous bugs

Client List

• Proper masking of Client phone numbers

Client Explorer

• Fixing bug with folder that has no template, that it didn't show edit options, and threw an error
• Edit Trigger directly in Edit Task dialog, with secret keyboard shortcut, if Admin or Manager
• Resized Edit Task Template dialog to allow full large buttons
• Fixed bug when editing Task without a contact
• Fixed bug in Folders edit dialog where wrong display column was shown for Template lookup
• Null checkboxes should be false with Task edit dialog

My Tasks

• Move "Postpone" button from under Actions sub-menu, to direct display, in My Tasks

Task Templates

• Fixed error when creating first folder within Program, where it seeks current non-existing selected folder as ParentId
• Added Propagate button in TemplateTask Edit Dialog

Life Plans and Staff Action Plans

• Minor changes to Printing SAP

Timesheets

• Adding splitter with Timesheet List, to allow resizing detail grid

System

• Secret enabling keyboard shortcut available for Admins (not just Managers); Secret enabling keyboard shortcut also enables Template editing on Client Task & Client Folder levels

Revision 756 Fixed Critical Database Issue

Client Explorer

• Sort Template packets by order value, in "Add From Templates" menu

Life Plans

• Prevent master/slave expansions with Life Plan grid

System

• Fixed database issues with Kings SQLA server

Revision 755 fixes many bugs from yesterday's release

Client Explorer and My Tasks

• Handle File type of Explorer (completed Tasks)
• Allow visibility on Explorer controls after change from a state of Invisibility
• Fix bug where Topics didn't save in the Program List

Life Plans and Staff Action Plans

• Fixed alignment on CCO & Care Manager fields in Life Plan Edit dialog
• Fixed bug where Care Manager name was displayed after selection in Life Plan dialog
• Renamed Meeting Summary field in Life Plan dialog
• Fixed bug where client selection wasn't recognized in Life Plan edit

Timesheets

• Fixed Timesheet "Allow Multiple Months Per Timesheet" restriction bug
• Fixed bug that restricted modifying Month, once pressed Save And Continue

Revision 754 Brings Loads of new Features, Including Client Explorer 2.4

Client Explorer and My Tasks

• Client Explorer 2.3!
• Added new object-types to the Client Explorer, now you can create, edit delete and do other actions with the following types:
• Folders (children folder with more content)
• Tasks
• Attachments (raw attachments, without being embedded within a Task)
• Life Plans (new module, see below))
• Staff Action Plans
• Correspondences
• Timesheets
• Gifts
• Events
• Client Explorer now the default tab with Client List; Many new features with Client Explorer
• Object Explorer now has Attachment-Count column (as a hidden column)
• Newly redesigned Edit Task dialog
• New Dependencies tab with Tasks Edit screen, will show all Tasks that will be triggered when this Task will become completed
• Delete Folders
• New feature to delete/archive Folder with all its Tasks
• Deleting folders/tasks still allows undelete (through a database admin only)
• Audit log with archived data of deleted data.
• Mark as Complete Feature
• Mark as Complete feature has been refactored to remedy some bugs
• Postpone Feature
• Updated Postpone button, to update the Start Date
• Feature is locked if the Task is already due
• Added Postpone option to Task Edit dialog
• Added Postpone option to Client Explorer
• Resolved some Postpone bugs
• Templates
• New Start Model for Task Templates: "Delayed Start"
• Remove Task "attachment required" only if not yet due
• Removed several browsing and editing errors and bugs

Add Client

• The HIPAA-driven "Add Client" dialog now allows minimal information, to pull Client record

Life Plans and Staff Action Plans

• New Life Plans!
• Create as much data as you want with the Life Plan
• Grid list available on the bottom of the Staff Action Plan grid
• Full spacious editing dialog with many fields
• Upload Life Plan attachments
• Choose the relevant Life Plan within the Staff Action Plan
• Find Client's Life Plan in the Client Explorer
• Fixed bug where new Staff Action Plan has no POM list
• Folder field removed (will soon automatically be displayed with its specialized folders, set on the Program level)

Timesheets

• New set of restrictions that applies even for Superusers
• "Client Overlap" Timesheet restriction won't allow same Program overlapping

System

• Secret overriding shortcuts will only work with Manager-level users

Security

• New specialized database logins for each user; Open ticket if your new user has issues, as old user credentials will soon cease to function

Version 1.0.0. 753

Client Explorer and Tasks

• Fixing bug where Start Days and Due Days fields didn't bound properly in the Template level

Program List

• Program ID should be read only

Timesheets

• Locking Month editor when lines are entered in entry

Version 1.0.0. 752

My Tasks & Client Explorer

• Total redesign of Task Edit dialog, with tabbed layout
• Correspondence list within Task Edit dialog, filtered by the period between open and due-date of the task, with option to view and append notes
• Complete reorganization of task and Explorer buttons, retiring the Task tab within the Client List
• Redesigned the Import Task packet function, limiting importing Task packets only to relevant Program
• Fixing bug with My Tasks colors not showing

Custom SQL Commands

• Allowing wildcard (*) permission with Custom SQL

Version 1.0.0. 751

My Tasks

• Plus button to add log-like stamp with date/time and user's username for Task Memo field
• New Tag Keywords field with Folders, will allow better reporting filtering
• New Tag Keywords field with Tasks, will allow better reporting filtering
• New Hide When Completed field with Tasks, will help you keep your book clean and to the point

Client List

• Gift Recipient field now Read Only in Client List

Staff Action Plans

• Prevent printing SAP with less than minimum goals
• Preparing SAP for new modes: adding new fields:
• Description
• Folder
• Progress
• Is Draft
• Is Locked
• Is Review

Program List

• New fields in Program List
• In Choices
• Master System Folder
• Special Folder for Life Plans
• Special Folder for Staff Action Plans
• Special Folder for Monthly Summary Notes
• Tag Keywords

Client Gifts and Events

• New Tag Keywords field, will allow better reporting filtering

Custom SQL Commands

• New Custom-SQL Security Module
• Custom SQL Queries now shown to admins or all authorized users, and each query must be separately authorized per username
• Record counter for Custom SQL List, with better grouping headers

Version 1.0.0. 750

Client List

• Adding Client Cell Number to Client List (before edit)
• Fixed bugs with errors when savings the Client Edit dialog

My Tasks

• Improved the data refreshing feature with this module

Timesheets

• Fixed bug with errors in Timesheets with Rockland County

Version 1.0.0. 749

My Tasks

• Fixed bug where new Snooze feature was causing an error
• Fixed bug where double-clicking Folder column didn't open the Folder when navigating to the Client List 

Client List

• Fixed bug with errors after client gets deleted

Client Explorer

• Completed Import Task Template packet to client

Timesheets

• Fixed bug where timesheet accessed employee rate that its Employment History record was checked as terminated, but without a termination date

Version 1.0.0. 748

Client Explorer

• When editing, don't navigate to Tasks tab
• Relax resizing restriction with splitter between Navigation Pane and Main Explorer window
• When creating new Task Client Explorer, automatically populate Program from current Navigation position
• When creating new Task Client Explorer, automatically populate Folder from current Navigation position

My Tasks

• Toggle Switch "Creator Mode"

Client List

• Fixed bug where user couldn't select a Health Home in the Edit dialog

Staff Action Plans

• Fixing bug where MCO field didn't print

Version 1.0.0. 747

My Tasks

• Double-click on Folder column in My Tasks to navigate to Client Explorer with selected node
• Snooze & Postpone Tasks

Client Explorer

• Refreshing client sustains Explorer positions

Client Correspondences

• Changed from "Public" Correspondence to "Shared"