imPowr Release 1.3.03.00

imPowr Release 1.3.03.00

Originally published 12/9/20

Enhancement to Wellness Checks –Checks ‘Not Submitted’ now extended to

Visiting Client Program Participants in addition to Staff

• Users now have the option to view Wellness Checks which were not submitted for Visiting Clients who are participating in a selected Client Program.
• The list of Visiting Clients can be filtered to only display it only those people in the program AND that previously did a wellness check. If not checked, looks at all people in the selected program.
  

Enhancement to Visitor Tracker – New filter checks to see if ever visited

a particular site

• A new filter for "if they ever visited a particular site" has been added to the Visitor tracker.
• This new filter would allow users to quickly filter on the wellness checks for anytime anyone has visited their facility (instead of just the most recent facility visit).
  

Quarantines Enhancements – Now tracking Last Worked date and Exposure

Start Date and Reasons

• Quarantines now capture the Reason for the quarantine along with its Exposure / Start date and the Last Date worked. Because this information can now be entered, additional Last Work Day filtering has been added to the report to aid in contact tracing that individual’s exposure to others.
  

Quarantines Enhancement – An Associated Program Filter has been added

• An Associated Programs drop-down list filter has been added so the Quarantines list can be filtered to display only those quarantined individuals who are associated with a particular program.
• This filter applies to clients who may be enrolled in one or more programs, clients working on a program in a staff role, and staff members who may be associated with one or more programs.
  

New Home Page Feature – Ads and links to websites have been added

• This will allow agencies to display and promote ads for various programs, initiatives, and websites to those who access their site.
  

General Security Enhancement – Warning about Duplicate Login

• If a duplicate login is entered, a warning message now appears, and the entry cannot be saved.

This will help restrict users from logging in as someone else with that other
person’s credentials.

imPowr Branding – The imPowr logo is now available in all imPowr

instances

• To avoid users from calling the imPowr software “Continual Care”, the logo has been updated to an imPowr logo.

Was:

New Release Notes indicator – users can quickly see when the latest

Release Notes have been posted

• When new release notes are available, a flag shows on the "help" menu and next to the "release notes" link.
• When a user clicks the link, the flag will not show again until new release notes are issued. (The flag does not go away until the next time the menu loads (e.g., going to a menu items, triggering a response redirect, etc.)

New Audit Trail Feature – File Views are now captured in the Audit Trail

• Previously the audit trail only showed audit entries for the target account or organization when viewing the respective account or organization. Now all file views log to the Audit Trail for the viewer's account with the simple message of "Viewed file: " + file name.
• This will help agencies audit when someone did view a file as they were expected, or audit when someone accesses a file that they shouldn’t be viewing.
  

New imPowr feature – Users can now be directed to a page immediately

after login

• A new feature has been implemented that will direct someone to a specific page immediately after login. Using a special link, users would be presented with the login screen as usual, then after logging in, the identified page would immediately display. If the person logging in does not have privileges for that page, they’d be sent to MyDashboard.
• The special link requires the codes for the page you wish to direct someone to.
• Two examples of the format of the link which would be provided to the user are:

o https://ccpe.impowr.net/forms/Home?RDP=143 (Where the code 143 is for
the Task List page)

o https://ccpe.impowr.net/forms/Home?P=0&RDP=143

New imPowr feature - A Launch Overview Dashboard has been added

• A new Launch Dashboard has been added to make it easier to see the status of launch related required tasks.
• This new feature is found in the Project Management section in the System menu.
  

New Account Options Feature – What roles can see this page?

• Admin Account Roles now have the ability to access a menu page and then see what Account Roles have access to view that page. This new feature can be used to make users are assigned the proper Account Role to either give them access to or are restricted from viewing specific pages.
  

Staff Account Change – Staff Member Accounts are now separated from other

Accounts

• A change was made to Accounts, separating Staff Members from other Non-Client Accounts. This separation allows agencies to control who has access to view, edit, and delete staff accounts.

Account Enhancement - Accounts can now be changed from one Account Type

to another

• Users with the proper account privileges can now optionally change an account from one Account Type to another. For example, they can change a Client (Independent) account to a Client (Dependent) or Staff Member account. This will save users lots of time if they make mistakes when creating the accounts. Instead of re-entering the data, they can now just change the account type.
• The account changes are captured in the Audit Trail.

Account Enhancement – Another Filter for accounts has been added

• Additional filtering to search by Alien number, Social Security number, Phone, and Email has been added. This gives our customers additional options for locating their accounts – reducing the time they spend on doing their searches.
  

Staff Account Enhancement – Termination Panel was added

• Agencies can now keep track of terminated staff members by entering the date of their termination and comments regarding their termination.
  

Client Income Source Enhancement – New Pay Frequencies have been added

• New bi-weekly and semi-monthly pay frequencies have been added to the income source, with an associated calculation. This will allow for more accurate income reporting.
  

Family Relationships Enhancement – a new way to view Family

Relationships has been added

• Users can now select between an organizational or radial style map view of the family.
  

Assets Enhancement – Asset Tags are now available

• Users can now add and print Asset Tags for all Assets – this will enable them to utilize bar code readers for tracking all Assets.
  

Assets Enhancement – Additional fields have been added for Tracking of

Assets

• Users can now track the Passenger Capacity, Color, and Registration Expiration of their vehicles, and Depreciation Years and Purchase Price of their assets.
  

Assets Enhancement – Additional Filters been added

• New vehicle filters like VIN#, Plate#, as well as new filters like Assigned Accounts, Purchase Date, and Agency Asset ID# have all been added to Assets.
  

Enhancement to Assets – Assets can now be linked to Programs

• User can now assign Assets to programs for better asset management.
  

Asset Enhancement – Now includes Vehicle Management

• Agencies can now track their vehicles. Not only can they assign maintenance tasks, but they can also manage when it was purchased, it’s license plate and VIN, the make and model, where it is located, who has checked it out, and its mileage.
  

New Vehicle Feature – Manages Vehicle Use

• ImPowr has had the ability to capture agency vehicles in Assets, but now additional detail tracking is possible. After activating a new Workflow user privilege, users can now check out or check in vehicles that they may be using.
• When a user checks out a vehicle, they can now keep track of the date and time they checked in or checked out their vehicle, and their miles by entering their odometer readings from when then they pick-up the vehicle and when they return it back. Not only can the mileage be entered, but users can also enter the destination they were driving to, the purpose of the trip, and if anyone was transported. And, upon check-in an indication of whether or not a check-in damage check was done.
• User Driver’s licenses can also be tracked. Agencies can manage whether the driver’s license is valid, on hold suspended, etc., and whether or not the license allows the driving of a bus. They can additionally capture the user’s license number and expiration date, and also verify if the driver has a valid insurance coverage – the date of coverage was verified and when the insurance expires.
• And all this can be easily managed within the Asset which is where we manage the vehicle – capturing the type, status, purchased quantity and date of purchase, the location of where it is stored, the person responsible, the make, model, VIN number, and the license plate number, as well as any activities such as required maintenance or tasks.
  

Account Profile Enhancement – Now includes Staff Driving Information

• Driver Information in now captured in the Staff Account Profile. The information includes whether they hold a valid driver’s license, the license number and state of issue, an indication of whether they are licensed to drive a bus, and a verification of their insurance. This will come in handy for workforce planning and delegation.
  

Facility Inspections Enhancements – Now more useful

• New Inspections are now created with a Pending status versus a Scheduled status so if an incomplete inspection task was entered, users would not get confused with those which were ready to be worked.
• A new filter has been added to the Facility Inspections grid to allow users to filter the list by Inspection Status. This will help users quickly find the inspections they want to look at.
• The file size limit for uploaded files was increased from 1 to 20MB to allow users to upload their inspection pictures, specs, drawings, etc.
• Tasks have been added to Facility Inspections so users can add in reminders and track the activities they need to perform.
  

Enhancement to Program Screening Questions – Now able to add Comments

• A text box has been added to the Division & Program Screening Questions page of the prescreening process. This will allow users to add comments that will show up in the email and in the screening comments section of the referral
  

Prescreen Notification Email Enhancement – The Notification email now

includes Referral Screening Question Responses

• Referral screening question responses have been added to the prescreen notification email so the referral evaluator can quickly determine whether the client is a good candidate for the program.
  

Client Intake Form Enhancements – Household Size Composition can be

entered

• The Household size composition has been optionally added to the Client Intake Form. This section is configurable in the Account Role and once collected, transfers directly over to the Client Profile and is used primarily for reporting purposes such as for United Way.
  

Client Intake Form Enhancements – Immigration Information can be added

• Similar to the above, Client Immigration has also been optionally added to the Client Intake Form. This section is configurable in the Account Role and once collected, transfers directly over to the Client Profile.
  

Client Intake Form Enhancements – Household Relationship Composition can

now be established

• When completing the Client Intake Form, users can optionally now have some additional relationship selections to choose from, allowing them to properly reflect the household support relationships. Previously, users were only able to select between Spouse and Child, now they can select relationships such as Partner, Grand Parent, Sibling, Aunt/Uncle, etc. Users can make these selections during the intake process versus having to go back into the client profile and changing the relationships after the clients are created.
  

New Incident Feature – Differentiates Medical Error Incidents from Non-

Incidents

• Because all Medical Errors may not qualify as an official incident, an indicator has been added to incidents to differentiate the two. A new Reportability indicator has been added which will allow a user to quickly see if the Medical Error is just for Internal Reporting or if it is an Incident.
• All the user needs to do is click on the indicator to toggle it between Reportable and Internal.
• Users can filter for this Reportability in the Incident List.
  

Metrics Library Enhancement – Additional Filtering and Display Features

Added

• Users can now search for metrics using the additional filtering and display features which have been added to make it easier to find the proper metric.
  

Dashboard Enhancement – can now Edit the Metric directly from the

Dashboard

• Instead of having to exit the Dashboard page and go to the Metrics Library, users can edit the Metric/link directly from the Dashboard page – making it much more convenient.
  

Board Portal Enhancement – Login can now be done with SSO

• Agencies which utilize Single Sign On (SSO) can now allow their Board Members to access the Board Portal using Single Sign On.
  

Enhancement to Standard Reports – Finding the proper Report just got

simpler

• A new search filter has been added to Standard Report. This will enable users to quicky search for reports by name.

New Standard Reports Feature – Now uses Account Role settings

• New settings to View and Export each Standard Report have now been added to Account Roles. Users must have the View setting in order to be able to optionally export the report results. With this new setting, only the reports that a user is allowed to view, are displayed when they access Standard Reports. This new feature will keep reports private when a user is not authorized to view them.
  

Enhancement to Course Selections – A new Date Filter has been added

• To make it easier to assign courses to students, a date selector has been added to the group assignment screen. This will provide the ability to quickly see which courses are being offered in the next weeks or month instead of having to scroll through the many sections of a course which might exist.
  

• To make it easier to take course attendance, a new date filter has also been added to the Take Attendance Workflow.

New LMS Course Feature – Added the ability to copy parts of an existing

course when creating a new course

• When creating a new course, users can copy an existing course. When they do that, they now have the ability to copy the exams, sections, section notes, and section pass requirements as well. This will save a lot of time when creating similar courses in the system.
  

LMS - Course Attendance Enhancements– Additional methods for taking

Attendance

• Instructors now have 2 new ways to take attendance in their courses.
• In the course section, when in Edit mode in the Students tab, a new Take Attendance button will display. Clicking on it will take then to the attendance screen.
• When in the course section sessions tab, a new button displays which, when clicked, takes them to the attendance screen.
  

Enhancement to Student Portal – New Filters have been added

• New filters have been added to the Student Portal enable students to find courses
  

Student Portal Enhancement – A new panel was added for notes and links

• In the Student Portal, administrators can now post notes or links for their students. This has a multitude of uses including reference information, information on training materials, last minute changes to schedules, locations, or instructors, information about graduation, etc.
• The setup is done via the Text Blocks in Configuration.
  

With Exams:

Fillable Forms Enhancement – Default field size has been increased

• Up to 200 characters can now be entered into the Default field for a PDF document.
  

Fillable Forms Enhancement – More Reserved Words added

• 14 new Reserved Words have been added to Fillable Forms, making it easier to fill in forms by extracting information directly from imPowr.
  

New Advance Notifications feature – Users can be reminded of specific

impending due dates

• With the appropriate privileges, by setting up Advance Notifications, users can be reminded of impending task due dates, scheduled courses, or expiring certificates.
• An additional setting allows managers to be notified of impending task due dates, scheduled courses, or expiring certificates for their direct reports.
• This notification can be sent to one or more individuals.
  

Job Order Enhancement – Added Job Order / Job Position Category

• Job Orders now include both a Job Order Category and a Job Position Category. This was done because the job order is used for multiple positions which aren't always in the same category.

Enhancement to Mailing Lists – Deduplicate while Merging feature added

• Previously the Mailing List was deduplicated by email address. Now users can do it by address too.

• Users can now generate mailing address labels from the merged/deduplicated list.
  

• Addresses can now be optionally displayed and exported to a spreadsheet.
  

New Feature for Registration Portal – SSO has been added

• Single Sign On (SSO) has now been added to the Registration Portal.
• With the implementation of this feature, new hires and others will not have to have accounts set up prior to their accessing the Registration Portal.