Release Note Summary - 1.20.24.15

Client Documents

Category View

When clicking on a category, all documents in the category will be displayed in the Client Document list. Given that the columns show or hide based on category - when looking at a category view, only the common columns that all documents have are displayed. DDPs (Developmental Disabilities Profile) and LCEDS (Level
of Care Eligibility Determination) have their own special screens, so different columns are displayed.

Document Copy Functionality

A Copy button has been added at the top of the Client Documents page. Selecting a document and clicking on this button will cause the selected Client Document(s) to be copied. The attached documents and notes will not be copied - only the tracking and descriptive information will be.

Courses

Deleting Course Attendees

If users try to delete someone from a course, after they have been invoiced for that course, they will receive an message alerting them they cannot be removed, because the course has already been invoiced.

Program Session Details - Student Comments

A comment icon now shows on the program session details screen for each person in the session. Clicking the icon, the instructor can leave a comment about each student. Once a comment is left, the icon will change colors and will display a checkmark to indicate a comment exists.

Dashboard

Linking to Other Pages - Metric Charts

There is now a new option to set a link on a dashboard chart. In the Edit mode for that chart, enter an IMPOWR page or a link to an external site in the Title Link field. This will cause the title of the chart to become clickable and an icon will show to indicate that... clicking on that icon or title, will bring you to the linked page. Excluding a prefix like "https://www." will try to send you to a page within IMPOWR. You can link to external sites by including a prefix like that on a full URL (i.e., without the https://...impowr.net/forms/)

Linking to Other Pages or the Report Viewer - Datasets

When the type is dataset, in addition to linking to a page, you also get an option to automatically link to the report viewer. Checking the Link to Report Viewer checkbox will disable the link to a page. If that checkbox is checked, clicking on the chart title will automatically send you to the report viewer page for the report on the dashboard chart you clicked on.

Forms

Setting Background Colors

Setting a form question's background color now sets the color for the entire question row, instead of just the question text.

Staff Action Plans

Bulk Updates

A bulk option to change type, change owner, change the effective date, and change the expiration date has been added to the Staff Action Plan grid.

Daily Note Actions

Users can specify the actions to be used, for daily notes, on the Program Household Activities and the End of the Day list, in the Program Operations panel. Users should only select ONE per program.

POMS Goals - Actions

The ability to copy actions within a single POMS goal is now available.

POMS Goals - My Goals

The same My Goal can now be repeated for a given POMS, so that a different provider assigned goal can be selected.

Tasks

Assignment to Individuals

When assigning a task to an individual, users can now first filter the list of individuals by a team (to narrow the list to select from) and then select the individual.

Transport Calendar

Cancellation Comments

When a trip is cancelled on the Transport Calendar, users can now enter a reason for cancellation. The cancellation comment will display in the Selection Details when the cancelled pickup/dropoff entry is selected on the calendar.