Release Note Summary - 1.20.30.00

Audit Trails

Audit Trails page now contains

1. The name of the person who initiated the action
2. The action that was taken with details about the program and staff.
3. The job history changes for an individual staff member

Client Intake Form

An Email checkbox was added to the Client Intake Form, under Required Fields.

Donations Page

Donation Type

Filters the donations by the method that the donation was given in.

Donor State

Filters the donations by the State that the donor is from.

Facilities Page

1. Programs are now linked on the Facilities page the ID can be clicked on to see all associated information.
2. Users can now filter the Facilities page by the programs and divisions that are linked to them.

IMPOWR

Informational Banners and Pop-Ups

When logging into the application, a banner shows at the top providing users with information, such as a new release. Instead of a banner, a popup can also be used to display information. The banner amd popup are configurable in the reference libraries, in system setting messages. These messages can be set to start showing after a specific date and end showing on or after a specific date. They can also be shown to only certain accounts, users with certain account roles, or to everyone.

Portals

Placing a "H=1" onto the url on the login page will cause the ads on the right side of the screen, and the portal buttons on the bottom, to be hidden.
(example: https://ccpe.impowr.net/Forms/Home?H=1/P=20). This would typically be used when users are given a single portal to access.

Organizations

Divisional Life Plan Approvers

On the edit division page, users can now specify if staff in the division are authorized to do Life Plan approvals on behalf of the division. After their selection, users need to click apply or save in order for the approver roles to be in effect.

Programs

Bed Checks

Building Bed Check Time Slots

On the program setup screen on the Program Operations tab, there is a new check box for "bed checks". When selected and the user clicks 'Apply', a link button appears to edit the tie slots. On that screen, users can add and delete slots manually, add 24 slots starting at midnight then every hour, and copy time slots from another program.

Identifying Individualized Bed Check Times

Once the bed check time slots have been created, agencies can identify which of those bed check times apply to each individual in the program. They can also provide specific instructions to the person performing the bed check for that time slot. To set up the individualized bed check times, in the edit mode of a program, when selecting a client, click on the Bed icon to the right side of their name.

Performing Bed Checks

In the Staff Action Plan - Work Queue, on the blue bar on the top of the screen, click on the Bed Check icon to perform bed checks for the clients (residents) in that specific program (residence home). Only the individualized bed check times will be available. For each, select the individual's bed check status from the bed check findings drop down list. Completed bed checks will display in a different color. The bed checks for individuals designated as missing will display in red.

Program Check Statuses

System -> Configuration -> Client Management -> Program Check Statuses
Statuses for bed checks can now be edited and set by the client.

Link to: How to setup and perform a bed check

Program Partners

On the Edit Program page, users are now able to click on the ID of the exisiting partners and see all the associated information with that partner.

Staff Action Plans

Date and Time Checks While Performing Activities

If the 'Perform Date Check at Signing' Data Collection Option is selected on the Program Operations, and the person goes to save the data or save/submit then the system look at the current system date and time and will compare that to the 'Date Check Threshold (minutes)' setting. If the occurs >= the threshold then a reason window will display for the user to explain why the action could not be performed as scheduled. Reasons are selectable from a user configurable 'Out of Range Reason' Lookup List.

Staff Wizard

Reassign Button

You can replace the staff on all their teams with other staff members. It will not duplicate any staff members.

Remove Button

You can remove the staff members from all the teams they are on.

Transport Requests

'Requested By' Search Functionality

When someone submits a request on the Transport Request page, sometimes, all that is known is who the requester is, so the Transportation Department must open each of the requests for that time period, to see who requested each of the requests. To allow people submitting requests to quickly verify that they submitted the request, or that someone else submitted the request, a new requested by column and filter have been added to the Transport Request list.

Vehicles

'Number Transported' on Vehicle Portal

In addition to the names of those being transported, users can now enter the number of people being transported in the vehicle, directly in the portal.