A software update was released to a number of SRS environments.
Some of the features outlined in these notes depend on configuration options. If you identify a feature from these notes that interests you, but is not currently available in your configuration, please contact Infoxchange.
The release includes the following new features
User Interface Changes
Relationships
The relationship selector has been updated to support the legislation permitting same sex marriage. As well as addition of the relationship type ‘Spouse’ it is now also possible to specify Husband-Husband and Wife-Wife combinations.
Payments
A bug in the display of the payment total (Persons > Payments) has been rectified. This list is now correctly displaying the total of all payments the user has permission to view, including those payments in other workgroups (shared) and payments for the client not displayed in the current paginated list (when the list has more than one page of entries).
Association List
All objects launched from the Associated Records grid will now open in the right-hand side panel rather than via a popup dialog as was previously the case. The user can navigate back to the list of associations via a breadcrumb control at the top of the form. This change has been made to support users of tablet devices and is in accordance with best practice web application design.
The association list has also been updated to clearly display the selected association record.
Signatures
The pdf export engine was updated so that the content of signature boxes is always displayed in the pdf export of consent records (or other records which may include a signature box).
Enquiries
When an enquiry is linked to either a person or another enquiry an unlink icon is displayed against the linked record. The hover over text on this icon has been updated to more clearly describe the action of this feature.
Bulk actions
Bulk actions provide the ability to filter clients based on the value of a field in a profile associated with the client. Previously the field label was identical to the form label. But in some circumstances this was ambiguous. Bulk actions have been updated so that an alternative field label can be displayed.
Linking referrals to profiles/associations
Functionality has been added to allow referrals to be linked with a profile or association object (typically a client case record). The list of associated referrals may be viewed via the associated records grid (when configured).
Sent referrals can be linked to a profile via the referral form.
Received referrals can be linked to a profile via the associated records grid in the Associations page.
Days page and enterprise sharing
Tabs on the Days page have been updated so that organisations utilising enterprise sharing can view notes, tasks, payments or accommodation records that have been shared by other workgroups. (Enterprise sharing is the ability to share individual records with selected workgroups or a collection of workgroups.)
Tabs on the Days page have been updated so that organisations utilising enterprise sharing can view notes, tasks, payments or accommodation records that have been shared by other workgroups. (Enterprise sharing is the ability to share individual records with selected workgroups or a collection of workgroups.)
Associations (typically Case Records)
Rules related to overlapping associations and association start and end dates have been updated as follows:
- The start of a role in an association is assumed to be 00:00 hours on the start date. The end of a role in an association is assumed to be 24:00 hours on the end date. Hence when overlapping associations are prohibited, it will not be possible for the same person to start a new association on the same day as they ended an association of the same type.
- The dates of person ‘roles’ in an association must fall within the start and end dates of the parent association record.
Merging Records
In rare circumstances a merge process incorrectly hid the client’s primary details and only displayed the clients alias record. This bug was fixed.
Other Minor Enhancements and Bug Fixes
This release also includes a number of other performance improvements, minor enhancements and bug fixes.