Release Note Summary - 1.20.16.12

Asset Expenses

Parts and Labor are now broken out from the Purchase Information Expense Amount on asset expenses.

Audits

Analysis Builder

A new grouping option has been added to the analysis builder, to group by year. It is similar to the existing option to group by month.

Report Generator

If you generate a report using the audit report generator, text blocks can now cross page boundaries when you use the "print" button. Previously, if a text block would extend beyond the bottom of a page, it'd just start itself on the next page, leaving a lot of empty space on the previous page. This does not affect the export when using the PDF button, which has its own logic for determining page breaks.

In the audit report generator settings, you can now set the In-block header for a segment of the report before generating the report. You can do this if the group dropdown is set to "group all into a single chart" and it isn't a text block. This sets a small black header text at the top of the resulting grid/chart/metric, consisting of the text you entered.

Contracts

Renewals

On contract details page, a button has been added to allow users to easily create a copy (renew) of a contract. Once clicked, users can specify a new start and end date (default is to start at prior end date and extend one year from that date), and then perform one of the following actions: 1.) Extend the Contract - The dates and terms for this contract will be extended. Reapproval is not required, 2.) Keep the existing contract record and update dates (i.e., extend the contract, and 2.) Treat as a New Contract with Approval - This contract will be marked as completed and a new contract record will be created. The new contract will need to be reapproved, or 3.) Treat as a New Contract without Approval - This contract will be marked as completed and a new contract record will be created. Approvals for this contract will carry forward to the new contract. Users can also choose to Copy Contract Notes and/or Copy Tasks with Shifted Dates on to the new contract.

Dashboards

New customization options for pie and donut charts have been added to the dashboard setup mode. These customization options work on dashboards, the standard reports page, and the case audit auto-generated reports. The default settings are normal labeling with each wedge labeled with a name of that section, allowing these charts to look the same as they do now. Changing the second dropdown (Pie Label Contents) to "value" and checking the "show legend" checkbox allows users to modify the chart to show both counts and names.

Learning Management

Course Attendance

In the course session, a user can select one or more participants to mark their attendance. When selecting “attended” or “no-show”, it will mark students accordingly with one click. When selecting “Update Attendance Details”, a pop-up will provide a configurable list of attendance options, along with the option to add a start and end time if desired.

Programs

Program Workflows

Previously, when a user edited a program workflow action, the colors all came up preselected to transparent.
Thus, when they saved the action, the colors all become transparent and it looked like the workflow widget had disappeared. They then had to remember to go back to the editor to set colors - which was very difficult to do. Now, the colors in the workflow action clearly indicate when the current color is blank and you should pick a color.

Staff Action Plans

Text

The header for each staff action plan is now defaulted, and if usrs have the appropriate privilege, they are provided with a link to the care plan default text.

Participation

Since people may only come on certain days, users now have the ability to set that up in the system and only show daily tasks due on those days. Example: May is in Day Services on Tuesdays, Wednesdays, and Fridays. She has a daily action. That action will only be shown on the Staff Action List on on Tuesdays, Wednesdays, and Fridays only.

When a person has a modified participation (refer to above) a warning now appears on the Staff Action Plan editor alerting users to that revised schedule.

Transportation

Transport Calendar

The pickup and drop off locations are now being captured in the Transport Calendar side panel, as are outing details.