Release Notes 1.8.01.00

Enhancement to Applicants - Duplicate Name Check Added when Saving & Converting to an Account

• When users convert an Applicant to an Account, the system now performs a duplicate name check. This will decrease the potential for duplicate accounts being created in the system.

Enhancement to Client Profile Needs - Refactored

• The Client Profile Needs has been refactored - there is now a single button to click for all Non-Custom Needs.
• Pressing the Needs Profile button, users can select the appropriate needs and determine if any goals apply. If no goals/plan exist, users can enter them directly into the screen by clicking on the edit icon (pencil icon).

• Selecting the optional Show Plan button allows he entered goal/plan to be displayed.

Client Social Needs Enhancement - New Link to Goals

• After a social need is linked to a goal, in the Social Needs screen the linked goal cabn be optionally displayed, along with a link back to that goal.

Enhancement to Datasets and Metrics - New Access Levels

• Access levels for datasets and metrics have now been established. It is filterable on Dataset and Metric Library lists, and is set at the time of dataset or metric creation. It can only be subsequently changed by a CCS super-admin.
• These access levels provide additional controls over the datasets and metrics.
• There are three modes of access:
  • Normal (default)
  • Read only (once created, the query can no longer be edited. Essentially locking the SQL code)
  • Restricted (the query is hidden from view (the Query tab is removed), but the query still can be run

Grant Opportunities Enhancement - New Button to Elevate an Opportunity to an Application

• As long as a user has been granted both view and edit grant application security rights, a button to elevate a grant opportunity to a grant application will display.

Incident Workflow Enhancement - Multiple Changes

• The 'Notification on Completion' Message set up was moved to a new tab, and Reserved Words were added for use on those notifications. This will make it easier for administrators to send out messages which consist of information captured directly from the system.

• Users can now click on the Preview button to see how the message will display.

• When notifications are attempted or completed, their history is now being captured. This information is also available via the audit trail.

Enhancement to MyDashboard Datasets - New Sizing feature

• When users select a dashboard dataset to display in their personal dashboard, they can now adjust the size of the displayed panel so all of the data will display.

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After:

New Menu Item - Program Activity

• A new menu item has been added to the Engagement menu: Program Activity.
• This menu item is available to those with the appropriate functional security rights.
• The item displays the program activity for one or more clients, along with the program status, application date, enrollment date, and start and end dates.
• The displayed list is completely sortable and can be filtered by county, case manager, date, and status.

Enhancement to Scheduled Notifications - New Expiriring Certifications Layout

• A new section has been added to scheduled notifications of the type "expiring certifications"
• Using the below image as an example, a notification will only be sent out if the expiring certification is a bachelor's degree that is owned by one of those three accounts. This does not impact who the notification is sent to, that is controlled by the existing "who to notify" section, this is meant to filter the logic for what expiring certifications are detected.
• This applies to both the regular expiring certifications notification and the expiring certifications for managers version of the notification policy.

SOP Documents Enhancement - Document Type Added

• Users can now specify the document type. This will allow users to search by document type in addition to searching by document category or sub category.

Enhancement to Staff Positions - New Staff Position Owner and Filtering Added

• After assigning an Owner to Staff Position, users can now filter for that Owner when searching for a Staff Position.

Enhancement to Vaccination List - New Filters

• Users can now filter the Staff's Vaccination list by Client Engagement and Supervisor. This will help managers quickly find the appropriate staff members they are looking for.

Vehicle Inspection Enhancement - New Privilege to Lower Odometer Readings

• Users with the account role privilege called "Override Vehicle Inspection Odometer" (under Functional Rights > Supervisory Rights) can now override the vehicle odometer reading in the Vehicle Inspection screen.