| 340B |
- Allow access to historical audits and samples while preventing audit activities (Audit 2.0).
- Coordinate message display and navigation in Audit 2.1 when the columns of a file upload do not match the template (column mismatches) so that user can proceed without refreshing the screen.
- Correct misspelling in the header "Edit the Medicaid Carve-In Review" within Medicaid Carve-In Review.
- Enhance functionality within Audit 2.1 Audit Source, in the "Edit Audit Rules" section of Audit Types, to allow the user to drag and drop rows to configure columns in a new order.
- Improve display of Audit 2.1 Overall Results Progress Bars on the Dashboard and "AuditWorkAudit" Pages
- Prior to Audit Activity: Progress bar, with all questions unanswered, displays on the Dashboard and the "AuditWorkAudit" page header.
- After Audit Activity: Progress bar with activity displays on the Dashboard. Displays on the "AuditWorkAudit" page header with Save and Continue option, without requiring a page refresh/reload."
- Improve Manage Files functionality within Audit 2.1 to look like other ribbon buttons with
- an open folder icon
- a count of uploaded files in parenthesis following description
- a right/down chevron icon to toggle the uploaded document list to open or closed.
- Modify System Audit Dashboard, when filtered to CE, to include both Audit 2.0 and 2.1 results for consistency with CE Audit Dashboard.
- Prevent double-click on "Create Followup" to prevent creation of duplicate follow-ups.
- Provide Audit Reports that can combine Audit 1.0 and Audit 2.1 results at CE, Regional, and System Levels.
- Report non-audit transactions where a change was made and saved in the data:
- Report Data includes System Name, Region Name, CE Name and ID, User who saved the change, Date/Time of Change, Name of field that changed (section, workscreen, record type, data type changed (as available)), Old Value ("before" data), New Value ("after" data)
- Data can be exported in .csv or .xlsx format.
- Resolve an issue preventing the initial load of the Audit System Dashboard. When the 340B Audit System Dashboard page is accessed, the dashboard populates without Locations filtered, displaying information for all associated locations.
- Allow Sectyr User (only) to remove CE selectively from system-level CE Listing page.
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| LicenseTrak Accreditation |
- Improve displays on Planning and Worklist (Full and Active) Page:
- for long Task Titles use ellipsis when task title exceeds visible length and hover display for full task title description.
- of "Standards" information by assuring the field content always displays, use of ellipsis if Standards list is too long to completely display and hover display to show full selected Standards list.
- of "Locations" information through use of ellipsis if Location name is too long for display.
- Reimplement "Month YYYY Calendar Icon" display on Accreditation Worklist Calendar and Planning pages.
- Assure that an edited task title is updated for all displays and views.
- Address two Planning view issues:
- Edit Task Series (pencil icon) allows access to task series edit from Planning.
- Remove the clickable action on the orange calendar indicator as it is not an action icon.
- Allow new task series to be added from the Planning View page by using the "Add Task" functionality.
- Utilize local time rather than UTC for scheduled task notification, improving the email delivery time and task time displayed on email.
- Display consistent color on all views for this week's tasks that are overdue (orange) and this week's tasks that are not yet due (blue).
- Improve Accreditation task notification email delivery and content related to overdue, out of range, and infrequently scheduled tasks. Updated email subject lines are:
- Overdue Daily Scheduled Accreditation Task Reminder (Assignee)
- Overdue Assigned Accreditation Tasks Reminder (Assignee)
- Overdue Accreditation Tasks Daily Summary (Admin)
- Accreditation Task Out of Range Value Notification
- Infrequent Accreditation Task Due Soon Alert.
- Improve consistency of date selection compared to task instance scheduled date.
- Improve Default Report screen display: Incomplete Tasks display no date in Completed Date field.
- Improve displays of Name and Comment fields on the Task Elements tab on multiple modals:
- Increase the size of the Name field and add a resize handle for Add Task Elements option on the Add Accreditation Task and Edit Accreditation Task Series pop-ups.
- Add ellipsis and hover text to the Name and Comment fields on each row of the Task Elements tab on three modal displays: Add Accreditation Task, Edit Accreditation Task Series, and Edit Accreditation Task Occurrence.
- Improve functionality for long location names and for tasks assigned to individuals who are deactivated when tasks are still assigned.
- Improve Information displayed on the Default report.
- Improve task instance due date functionality within "All Task Instances" modal.
- Increase visibility of assignee within application and provide user feedback when saving an edited task series.
- Modify the Accreditation Import to include the year to avoid an error when the first task date would precede the start date without inclusion of the year portion of date.
- Modify the default field content on the Add Accreditation Task modal for Minimum Value field and Maximum Value field from 0 to null (empty) and modify logic to keep each field as null (empty) UNLESS specific values are entered.
- This change aligns with the Value field on the Edit Accreditation Task Occurrence modal and supports calculation to accurately designate tasks as Out of Range, comparing the Value field with the Minimum/Maximum Value fields.
- In addition, modify the report to display only explicitly entered Minimum Value, Maximum Value, and Values, accurately displaying as null when no values are entered.
- Improve consistency between the dashboard views and reporting.
- Prevent blank assignment row from saving within the Task Series for any row when task series is created or edited to avoid task instances with no location and assigned user.
- Prevent Standard User access to Edit Accreditation Task Series on the Planning Page for consistency with Worklist and expected permissions access.
- Resolve date and time issues causing Incomplete Tasks This Month to also be included in Incomplete Tasks for Past Months of Current Year.
- Resolve issues with Working Days and task displays to ensure Saturday tasks appear when Saturday and Sunday are selected and that the last day of the week is Saturday, not Friday, when Saturday is selected as a working day.
- Resolve differences between status box count and detail task information displayed when filtering tasks with "Out of Range" results.
- Revise Completed vs Scheduled Report to exclude inactive tasks and add details including recurrence and more information about completion.
- Revise Dashboard option for GA users (those with all tasks displayed) to limit or expand tasks displayed and improve page load times:
- Replace “Worklist" button with two buttons: "Active Worklist" and "Full Worklist."
- "Active Worklist" is the initial, default display of Active tasks only.
- "Full Worklist" allows display of Active and Inactive tasks, including dismissed instances.
- The two options allow the GA user to toggle between Active items only and all items (Active and Inactive).
- Revise the Compliance Report to improve consistency between other reports and provide more information:
- Exclude Inactive tasks.
- Add column "Task Schedule" (contains Recurrence + Due Time if present).
- Relabel "Item" as "Task Title".
- Update Status Box descriptions to more accurately reflect the count display:
- Incomplete (Red Box, left) which has fixed time defined, not updated by date filters is "Incomplete Tasks - Prior Months Current Year"
- Incomplete (Orange Box) is "Incomplete Tasks - Selected Time Period"
- Change in case only for this week's tasks, "Tasks This Week"
- IAA (Teal Box) is “Incomplete and Acknowledged - Selected Time Period"
- Out of Range (Red Box) is "Out of Range - Selected Time Period"
- Tasks (Gray Box) is "All Tasks - Selected Time Period".
- Use Edit Accreditation Task Series calendar to revise a series start date to a new future date:
- If there are no closed tasks, all original instances are deleted.
- Closed or overdue instances of an original series are retained, future/open instances of the original series are inactivated, and all future instances associated with the revised start date are displayed.
- Update the word "List" in the gray banner to "Dashboard" when navigating from Reports page to Dashboard so description is the same as when navigating from Settings page to Dashboard.
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LicenseTrak Core
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- Add Standard License Types for PTCB: Advanced Certificated Pharmacy Technician and Certified Compounded Sterile Preparation Technician.
- Assure a notification is sent when a new To-Trak item is created through the renewal function (e.g. new training or Other To-Trak Items).
- Create a new standard PDMP Exemption Waiver Location To-Trak item for managing waivers.
- Display expected values (rather than "No") on Custom Location exported report "Affidavit On File" column on the Facility License report/worksheet.
- Enhance filtering options on Dashboard and Locations Pages with new filter buttons: "Facility Type" and "Locations".
- Improve data displayed on Individuals Page tables:
- Do not display employee ID in the Entered /Uploaded and Deactivated Individuals Tables.
- Do not display Role or Uploaded column in Deactivated Individuals Tables.
- Display Date Entered/Uploaded in the Entered/Uploaded Table (for individuals added after release; data not previously tracked).
- Display Deactivated Date in the Deactivated Individuals Table (for individuals deactivated after release; data not previously tracked).
- Improve Location Custom Report screen display: AutoVer Status column header plus sort and filter options for “Assigned To” and “Documents” columns.
- Improve performance for update/edit of To-Trak Items and for viewing the AutoVer History.
- Improve the content and format of emails sent to individuals with tracked items but no access to LicenseTrak.
- Include "Power of Attorney" as a display field on the Location Custom Report for DEA Registration.
- Limit Manager / Supervisor email notifications individuals enrolled in LicenseTrak. The Manager / Supervisor may have any permissions but must appear in the enrolled table to receive notifications.
- Make PIC-related fields optional when Facility License To-Trak Item is used for Controlled Substance Registration items.
- Modify run-time parameters to keep 1 month as the default but limit date range to 12 months or less for the AutoVer log report.
- Modify the functionality for "Individual Role" section of the Individual Custom Report by adding an option of "(No Role Defined") to represent all individuals who have no roles assignment. Individuals without a role assignment to be selectively included or excluded more intuitively.
- Modify the table views of the Dashboard and Locations Pages to freeze the column headers with vertical scrolling so that the header remains visible.
- Prevent permission path issues by converting upper case or mixed case emails to lower case on individual profile page.
- Prevent selection of Library for Training or Other To-Trak items where access to Library documents does not exist. Allow Library assignments only from Library module with actions available in Core module after assignment.
- Provide a mechanism in Core for a Sectyr User or GA to inactivate a location (e.g., duplicate locations created in error, business needs change) while preventing issues with individuals, items, tasks, tickets associated with the location. (refer to LicenseTrak: multiple modules section below for details)
- Provide pdf export option for Core Custom Reports.
- Require Individuals to be in Enrolled table for profile and Add To-Trak access
- Resolve an issue with custom location report so that accurate information (Required or None) displays in the "State NonResident PIC Required" field.
- Resolve Custom To-Trak Item form fields display issues on dashboard and locations pages.
- Resolve inconsistencies in Completion Date and Due Date values displayed on dashboard, locations, and profile pages with that appearing on an Item view and edit.
- Resolve inconsistencies in Completion Date and Due Date values displayed on reports with that appearing on an Item view and edit.
- Resolve last date of a report date range selection issue to correctly align the dates of the date selection and the report output.
- Revise the subject line for Manager/Supervisor email notifications from "LicenseTrak AutoVer Items" to "Manager Notification: Expiring LicenseTrak Items for Direct Reports" to accurately describe the email content.
- Send a daily digest email to a Manager/Supervisor with Standard User or No Access User permissions that includes information only for individuals with the manager /supervisor's email on the profile and for tasks meeting the criteria for the daily email of expiring items.
- Update Custom email content functionality on the company page so that HTML content functions as expected.
- Updated report filter options and exported data to display and report "Status" field consistently for all items with Status Toggle.
- Add Pharmacy License Type "Controlled Substance Registration" for all states to standard file.
- Improve AutoVerification submission messaging when
- an individual's name (first or last) is modified on an individual profile and AutoVer-enabled items exist on the profile.
- the Name on License field on an AutoVer-enabled location item is modified.
- Update Facility License Type by State standard file:
- Idaho: Add "Nonresident Drug Outlet"
- Louisiana: Remove "Remore Processor"
- Maine: Remove "Out-of-stste Mail Order" and Add "Mail Order Pharmacy"
- Enhance functionality for Items with AutoVer selectively disabled where AutoVer Status of "No AV Tracking" exists:
- Prevent "(PSV Delay)" display.
- Disable auto-resubmit functionality and related message.
- Allow edits for most fields, including Expiration Date, as if no AutoVer history existed."
- For previously AutoVer-enabled items with AutoVer history that are currently disabled at the item level for both automatic and selective submission, display refinements have been implemented:
- AutoVer Status field: "No AV Tracking" is displayed on the Update (edit) To-Trak Item, consistent with dashboard, locations page, and profile displays.
- AutoVer Date field: No value is displayed (instead of the last AutoVer Date) on Update (edit) To-Trak Item dashboard, locations page, and profile displays.
- Update location and individual DEA items to allow ONLY manual entry of Expiration Date without overwriting the date with an AutoVer Result.
- Allow status updates with the AutoVer process.
- Modify AutoVer History display so that no Expiration Date information is provided for new DEA results without impacting past results that have valid dates.
- New License Type "NABP Verify" for Pharmacy License Class
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| Core and LMS |
- Allow a single LMS course number to be assigned to multiple groups (e.g., Pharmacist and Technicians).
- Improve visibility to LMS course ID for user confirmation and troubleshooting on screen displays and on reports.
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| LicenseTrak Incident Management |
- Use updated SectyrHub email format for Incident Tracking notifications.
- Add information to the Subject line of email notifications to provide more specific information about the notification with an indicator of New Entry, Day 2 Alert, and Day 5 Alert.
- Address one day date differences in displays between dashboard, ticket history, and reporting (due to date display vs internal date and time).
- Exclude the field" Reship" from report export for Hazardous Spill and Staff Safety Ticket Types.
- Updated the word "List" in the gray banner to "Dashboard" when navigating from Reports page to Dashboard so description is the same as when navigating from Settings page to Dashboard.
- Provide a mechanism to view and report historical events for deactivated (or inactive) ticket types.
- Respect the Location filter for New Ticket Monthly Trend Preset Report to report only the selected location(s).
- Respect Reasons selected within the Category settings when new Custom Ticket is entered and update the color when Custom Ticket is selected in Settings Ticket Type.
- Improve Custom Ticket display for LA users.
- Update Custom Ticket Type template and mapping to resolve display and reporting issues, assuring that fields on custom ticket types are visible and reported as expected.
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| LicenseTrak Library |
- Update library email notifications to the standard SectyrHub format.
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| LicenseTrak: multiple modules |
- Provide a mechanism in Core for a Sectyr User or GA to inactivate a location (e.g., duplicate locations created in error, business needs change) while preventing issues with individuals, items, tasks, tickets associated with the location.
- Core changes related to deactivating location:
- Locations can be inactivated on the location profile if no enrolled or entered/uploaded individuals are associated with the location.
- Core Items associated with the inactive location will be inactivated and Auto-Ver-enabled items will be disabled. This means that Core Items associated with the inactive location will not display on dashboards or locations pages and will not trigger any notifications.
- Location lists and dropdowns used for assignments are limited to active locations only. If it is appropriate to include the inactive location in a list or dropdown, status is indicated "(Inactive)" following the location name.
- "Assign by Location" Options (Core packages or One item) use ONLY Active Locations
- Inactive locations are available through a separate view (Inactive Locations button).
- An Inactive Location can be reactivated but actions are required for associated Core Items.
- Impact on Accreditation Tasks assigned to a deactivated location:
- Tasks viewable via the "Inactive Locations" button.
- No impact on documented tasks instances.
- Overdue task instances may be documented, deactivated, or dismissed.
- Future instances tasks in task series are inactivated.
- Series associated with an inactivated location cannot be edited (can be edited before location is deactivated if needed).
- Tasks associated with inactive locations may be included or excluded in report options.
- Impact on Incident Tracking Tickets for a location being deactivated:
- Tickets may be entered for inactive locations using dropdown (to allow for retrospective entry).
- Tickets for inactive locations are viewable with the "Inactive Locations" button.
- Tickets associated with inactive locations may be included or excluded in report options.
- Impact on Library for an inactive location:
- Library Assign by Location includes ONLY Active Locations
- Display edited location names or updated individual names (in Core) throughout other modules (Incident and Accreditation).
- Resolve display on screen and on reports of " " or "&" from encoding to expected characters, replacing with space or "&" (respectively).
- Address confusion with "Profile" access in upper right for users by providing a path back to LicenseTrak. LicenseTrak Profile access is via home button or hyperlink to individual or location, not the "Profile" associated with login and banner icon.
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| Platform |
- Add user and activity filters to system event logs to prevent failures resulting from activity volume.
- Correct misspelling on Ah-nap! page.
- Reduce errors due to email format issues.
- Update emails logo from Sectyr to SectyrHub.
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