imPowr Release 1.2.76

imPowr Release 1.2.76

Originally published 7/22/20

Organization Enhancements

• Division level staff have now been added to the Organizational Chart
  

• Organizations can now include alternative addresses.

• As long as the appropriate feature is selected in the Organization Type configuration and the appropriate functional right is set up for the Account Role, the alternative panel will be visible in the Organization.

• Organizational flag filtering has been added.
• An organizational banner to display the flags has been added to the organization display.
  

Enhanced Simple Events

• Users can now change the color on incident tasks numbers related to a specific incident workflow – this helps them to distinguish between incident types.
  

• A New option to display static panels has been added.
  

• When setting up the incident action, the ability to set access rights to an action panel has been added.
  

• When displayed, an action can be either grayed out ("faded") or visible, and the ability to edit an action may or may not be possible, depending on the user’s account role (security group) setting.
  

• When calling from the “New Incident” shortcut in the Workflow section of MyDashboard or when clicking on the New Incident button (on the Incident list), the incident type can be preselected, so the defined incident workflow actions will automatically apply.

• This Incident type can be changed later, if desired.
  

• The Incident plan Copy function now copies the linked action roles and other new settings when it copies the incident.
  

• You can now link a survey as an action and collect and save the response.

• The survey is linked in the configuration for the incident action.
  

Enhancement to the Client Portal

• The Client Portal has been enhanced to display upcoming events.
• The Community Events which have an Active status and have a date which is greater or equal to the current date, will be displayed.
  

Account Profile Enhancement

• Unless the user has chosen to hide this information, users can now enter Alternative Addresses on the Client Profile.
• The setup for this is done within the Account Type configuration. In order to access this, the appropriate System Administrator setting must be set.
  

Enhancement to Visitor Log

• Instead of just capturing the visitor in the history, the person who they are visiting is now also captured. This information is also captured in the Audit Trail.
  

Ledger Enhancement

• Users can now filter the ledger and ledger summary with a new two-part filter, which combines "all" "less than" "less than or equal to" "equal to" "greater than or equal to" "greater than" expressions and a number to compare it to – this allows users to filter accounts based on the total amount of the ledger(s).
  

Enhancements to Surveys

• When a new section gets added to a page, it now defaults to the Max section +10. For example, if 3 sections are added in section 2 on page 1, the sort order will display 1.2.1, 1.2.2, and 1.2.3. If section 1.2.2 were deleted, the next section added would be 1.2.4, reflecting 1.2.3 + 10.

• A new multi-column sort has been added to the survey results screen.
• Top 50 searching has been set as the default setting.
• Navigation logic has now been applied to survey pages. A user’s response can trigger direction to alternate survey questions.
  

New Partner Portal Feature

• The ability to view surveys from the selected organization has been added to the portal.
  

Enhanced Programs and Services Assignment During Client Family Creation

• When creating new Client Families, users now have the ability to assign programs and services to a selected family member or the Client Family.
  

New Wellness: Outing Tracker Tool

• Phase 1: the Outing Tracker has been created.
• Phase 2: the Outing Tracker will be linked to the Wellness Tracker.
• The new Outing Tracker allows a user to establish the date, time, and reason for the outing, as well as identify those attending.
• The type of outing and the status are user configurable.
  

Board Portal Enhancement

• Users now have the ability to enter and edit Alternative Contact Information on their profile in the Board Portal.

Improved Menu Layout

• The menu layout has been changed to make it easier to find activities.
• The menu layout will continue to evolve as new tools are added and others are grouped together, to improve the use of the software and to continue to make tools easier to locate.
  

Improved Task Management

• When deleting a task, if it is part of a series, the user can choose to delete the entire series of tasks or just that individual task.

• This only applies to the following sections:

  • contracts
  • appeals
  • incidents
  • grant applications
  • grant review
  • projects
  • task list

• When editing a task, if it is part of a series, the user can choose to edit a single task, or edit all of the tasks in the series – either with the just the changes made or with the changes made and the task assignment.
  

Improved Employment Plans

• New Pre-Work and Soft Skills Checklists have been added to the Employment Workflow.

• The total count of Yes, No, or NA responses is now captured.

• When the checklist is completed, the date of completion is captured in the Timeline.
  

• Some functional changes have been made to employment plans to keep them consistent with incident plans.

  • A new panel type was added for PDF documents
  • Action number colors are now user configurable – allowing users to color code their workflows
  • An optional role descriptor (example: Job Counselor) has been added to identify who is responsible for which step
    

• Submitted survey data is now logged and stays with the employment workflow for that person. If the person completes and then is brought into the program a second time, they get another instance of "account program" and are provided with a new survey form

• One employment workflow can have many surveys. Each is stored and tracked separately.

Improved Data Quality Clean-up

• The Data Quality Clean-up activities have been grouped together by category to make finding the clean-up activity easier.