Release Notes 1.4.05.00

Originally published 08/05/2021

Account Enhancements - Changes to Additional Columns Display

• Users have always been able to modify the display of the account list by optionally selecting to display additional columns from a drop-down list. That list has now been reconfigured, and EmployeeID has been added to the list. This change applies to all account types.

Enhancement to Account Passwords - Multiple Changes

• When logging in, if users forget their password or need to reset it, there is now a new configuration option on the login page that will allow users to reset their password without having to contact an admin. This new page would prompt them for their login, which would then email them a private link to a page where they could change their password.
• The link can be set up to be displayed via the Configuration Options or the Reference Libraries' Login Settings page. (The Password reset on the account page is already controlled by an account role privilege, so this setting is just to control the link on the login page.)

• The reset link expiration time can be set in the Configuration Reference Library - Login Settings page. The default setting is to have the link valid for 20 minutes, after which, it expires.

• Users can also set up an Activity Notification Policy whereby they will receive an email if someone tries to reset their password a certain number of times within a specific time period.

* For example, the following notification policy is set up to notify the person who's password is trying to be reset, if there have been 3 or more requested password resets within the past 24 hours.
* The Notification Policy was designed to only send one email the moment the number of password reset requests crosses the threshold that you set on the page. In other words, for example, if you try to reset your password 4 times, it will only send you one email after the third time, and won't send any additional emails after you pass 3 requests.

• When Admins reset user passwords, they now have a new password reset option. They can send the user a link, via their email address, to reset their password. The link expires after 20 minutes or whatever time was set in configuration for the link's expiration.

Enhancement to Account Recent Notes - Multiple Changes

• Assessment Comments are now optionally captured in the Recent Notes.
• Added 'All' and 'None' to make it easier to choose options for what to display.

Account Role Enhancement - New Remove All Feature

• The Account Role has been refactored to have a 'Remove from All' feature. This change makes it a lot easier to make big changes when managing account roles.

Enhancement to Applicants - Addition of Date of Birth

• The date of birth was added to the Applicants page. When entered via the portal, the date copies over into imPowr. When an account is set up for the applicant, the date copies over again. This will save the intake team, program administrators, and others time if they don't have to track down the date of birth.
• The date of birth can also be optionally displayed in the Applicants page in imPowr.

Assessment Workflow Enhancement - Now Configurable

• Because the dashboard Workflow buttons for the assessments were hardcoded for 2 assessments that were not used by all customers, they have been changed to meet the needs of all customers. They are now both user renamable and the assessment being invoked (i.e. the ID of the assessment), is now user configurable.

Enhancement to Assets - Capturing Expenses

• An Expenses tab has been added to assets, to capture costs associated with services or parts related to an asset. The approval of the expense is also captured.
• The ability to use this page requires specific Entity rights.
• The page can be exported as a spreadsheet.

• A new Asset Expense Type setup has been added to Configuration Reference Libraries. This configuration will help users categorize expenses by type.

Asset Insurance Claim Enhancement - Improved Inspection Management

• Users can now remove Insurance Claim related asset Inspections without having to remove the entire asset and re-entering it, by clicking on the 'X'.

Enhancement to Audit Trails - Now Captures Password Resets

• Password reset events have now been added to the audit trail.
• An audit event is added when:
  • a user clicks the button to send themselves an email,
  • when an administrator sends a user the password reset email,
  • when the user clicks on the password reset link and returns to the homepage.
• Audit messages appear under the "account" entity type.

Category Enhancement - New Usage Indicator

• Users can quickly see how many times a subcategory is being used by looking at the new usage indicator.
• This applies to:
  • facility attributes
  • organization attributes
  • metric library
  • contracts
  • service list

Enhancement to Client Income - Poverty Level Calculations Can be Optionally Automated

• New functionality has been added to the Client Income section. By using verfied income levels and selecting a box to automatically calculate the poverty level, the individual and household povertly level calculations can be automatically be determined and displayed.

Community Portal Enhancements - More Display Options

• Admins can now manage how the text displayed in the Affinity Groups (Communities of Practice) will be displayed by being able to set the font size and font color (it defaults to black) in the Community Portal Configuration screen.

Example:

Configuration Enhancement - Multiple Changes

• The ability to define Poverty levels has now been added to the Configuration Reference Libraries.

• Some Accout type Specific Behaviors have been added to the Account Type Configuration. Certain ones are 'reserved' but others like 'Can be Applicant' or 'Auto Calculate Income Range' are selectable.

• Export functionality and a new Dataset Option were added to the configurable Holidays, which is found in the Reference Libraries in Configuration.

• Facility Types now has its own tab in configuration. This will make it easier to setup and use facilities.

Dataset Enhancement - Dataset Option Added to More Pages

• Added dataset export options have been added to the following pages. This quickly allows a user to create and save a dataset based upon their display of the data. This comes in handy if users select specific filters and do not want to always have to select them each time they run a report. This also allows the data to be displayed on the Activity Dashboard.

• Pages:

  • Income Sources
  • Inspection Types
  • Helpline Peers
  • Import Libraray
  • Incident Plans
  • Interpreter queue (list)
  • Grant Reviews
  • Grant Research (Opportunities)
  • Issue List
  • Ethnicity Groups
  • Equipment Attributes
  • Visitors
  • Service Inventory
  • CAPA Library
  • Prework Items
  • Account Grants
  • Account Finance Summary
  • Appeals
  • Barrier List
  • Learning Goals
  • Learning Goal Gaps
  • Employment Workflows
  • Document Templates
  • Dataset Library
  • Data Dictionary
  • Form Library
  • Workers Comp Claims
  • Volunteerism
  • Volunteer Administration
  • Volunteerism Summary
  • Account course activity
  • Account banking
  • Staff warnings
  • Account Goals
  • Account Donations
  • Wellness Checks
  • Pre Authorizations
  • My Training
  • Job History
  • Interpreter Schedule
  • Account Volunteer Activities
  • Account Ledgers
  • Account Alias
  • Account Addresses
  • Contact Plan list
  • Reviews
  • Email Template
  • Error Log
  • Incident Evidence
  • Incident Interviews
  • Transport Queue
  • Trials
  • UDFList
  • Goals
  • DME Library
  • Cost Schedules
  • Facility Inventory
  • Organization Donations
  • Course Administration
  • Boards
  • Configure Holidays
  • Facility Staff
  • Facility Clients
  • Facility Inspections
  • Facility Tasks
  • Facility Locations

Enhancement to Entrepreneurial Tools - Improved Dates

• In the Inventory Transaction screen, the date is now displayed with the day of the week. A new filter allows users to filter the list by the day of the week.

• In the Customer Orders page, the date of the order as well as the due date are now displayed with the day of the week. There is a new filter that allows users to filter the list by the day of the week the order was placed.

Facilities Enhancement - Multiple Changes

• The Facility Attributes have been refactored to make it easier to navigate.
• Attributes are set up in Configuration Reference Libraries.

• A new Room/Location list has been added to Facilities.
• The tab is available in the View and Edit modes of the Facility List.
• The list allows users to track the occupants and status of the Room/location.
• The tab must be activated in Facility Types Profile Features Configuration before it will display. This setting has to be made for each Facility type where you would like this displayed.
• Once the tab is displayed you would identify the locations, and then go back to the Client or Staff tabs to Edit the entries to select the Location. (To remove an entry, click the edit and choose "None".)

Enhancement to Grid Assessments - Reconfigured For Easier Use

• Assessments have been reconfigured to make them easier to use. The screen has been made a little larger, the comment section has been made bigger,and prior use information has been added. This way when you edit the assessment, you can see what the score was, who updated it and when it was last updated, before you make your edits.

Enhancement to Guardians - New Add New Account Functionality

• The addition of a Legal Guardian to an Account just got easier with the addition of a new feature which allows users to add a new Account, directly from the screen.
• On Account Edit, if the account is a type that has guardian, the guardian panel appears. If you choose "Person" there is a now a new button to "Add New Account". That takes you to the same new account process as relationships and when you create the account, it is linked as guardian.

Income Source Enhancement - New Configuration Option

• A new Configuration setting has been added, allowing users to identify the sources that should be included in the calculation of income levels. It can be found in the reference libraries in configuration, and will also be very useful when determining sources of income for the calculation of poverty levels.

Enhancement to Menus - Link to imPowr University

• A link was added to the Help menu to provide users with access to imPowr University, directly from imPowr.

Organization Enhancement - Multiple Changes

• Facilities have been added to organizations. A new tab has been added to capture the facilities associated with an organization. The addition of a facility is backwards compatible - when viewing the facility, you can see which organization is associated with that facility.

• Organizational Attributes can now be added to the Organization profile. The attribute category and attributes are set up in Configuration Reference Libraries. As long as the Profile panel is displayed for the Organization, the attributes display and can be used for capturing your defined attributes.

Peer Enhancement - Multiple Changes

• A new filter was added to the Peer List so users can filter the list by Helpline. This will make it easier to find the appropriate peer.
• The Helplines are only optionally displayed if the "Linked Helplines" box is checked (this is the default).
• Helplines only display if they have been defined.

• A link to the Peer's Account Profile has been added. Clicking on the link allows users to view the Peer's Account Profile.
• An Account-View Entity Security Privilege is needed to be able to view the Account Profile.

• Peer Relationship Statuses are now user configurable in Lookup Lists.
• Users cannot change the list, but they can rename the Status and can change the background colors.

• Users can now enter comments into the Peer Profile and have them display on the Peer/Advisor Search Screen.

Enhancement to Providing a Service - Multiple Changes

• When users Provide a Service or Group Assign a Service, they can now view the cost centers associated with those services (if set up in the Service Inventory). This will help them verify if they are selecting the proper service to provide.

• When users are doing a Group Assignment of a Service, they can now also add a program. If the user only has access to specific programs - those will be the only ones which can be chosen from in the drop-down list of programs.

Project Enhancement - Multiple Changes

• Multiple changes were made to the Project list, including adding a Summary of the Scope of Work to the top of each project (including a summary of the number of Tasks, Milestones, and Meetings), Costs (labor and hours), adding Project and Milestone Task Rollup (including labor hours and estimated and actual costs), and the Project Plan.

• Tabs for the capturing of Notes and Files have also been added to the Project and to Milestones.

• The completion of all tasks in a milestone now automatically causes the milestone's status to change to 'done'. This automated status change will help project managers quickly see the milestone has been completed - one of the key components of the project.
• If a completed task is uncompleted, the milestone will revert to it's previous status.

• Milestone Sort Orders are now displayed to make it easier to view and modify the order in which milestones are displayed in each project. The sort order is the primary way milestones are sorted; sorting the milestones alphabetically is the secondary way they are sorted.

Enhancement to Vehicles - Multiple Changes

• The Vehicle Portal has been reconfigured to capture vehicle related expenses. These expenses display in the vehicle expense tab.

• Expenses associated with each vehicle are now captured in a new Expenses tab. Those entered via the Vehicle Portal automatically are captured in this list.