Release Notes for 2024-01-07

Created by Ben Fredricks, Modified on Sat, Dec 28, 2024 at 9:35 PM by Ben Fredricks

Module	Summary
330	Improve screen readability by preventing white text display when checkbox selections are made in multiple locations.
340B	Successfully return to the Audit Types listing page that loads correctly after edit and save of an Audit 1 template with low interval scheduling. If Audit 2.1 upload fails to load due to revised column headers, a specific error message "Upload Failure: Please review the format of the input file" displays.
LicenseTrak Accreditation	Modify Edit Accreditation Task Occurrence modal to display: "Incomplete and Acknowledged" instead of blank. Hyperlinked documents on separate lines to improve selection and readability. Location as it appears on calendar, list, and card views instead of "N/A." Manage inactive tasks to allow filtering and reporting, isolate inactive from incomplete tasks. (Note: additional work pending) Dashboard filtering: consistent Category list in dropdown; Status results; Date with other filters removed; multiple filter options, display update with filter changes.
LicenseTrak Core	Make table and card displays consistent on dashboard and locations pages: relabel columns ("Location / Individual"), add "Name on License", one column for "License Number / Number." "AutoVer Status" and "Status" fields are blank for closed (completed) items on Profiles and Reports (Completion Date present). Add column "Detail" for license or To-Trak item description to daily and AutoVer emails. Send on-demand emails from dashboard or locations page to individual only (assignee). Ensure expiration/due date consistency between all screen displays and item detail. Allow filtering and sorting of profile "Status" column on profile pages. Add "Save and Continue" to Settings page and allow deletion of one or multiple items within Edit Core Package modal. Add Immunization Endorsement to dropdown for License Class= Pharmacy (License and Registration for individual). Allow temporary edit of Expiration Date for AutoVer-enabled DEA To-Trak Items (individual or location) with edited date remaining until next AutoVer result. Manage AutoVerification (disable/enable): Prevent AutoVerification for 1) disabled AutoVer permission groups (company settings) 2) deactivated individuals, and 3) inactive, completed, or deleted To-Trak items. Provide the AutoVerification icon for each item's initial submission when AutoVer permission is enabled for a group on the company page and an integrated option for AutoVer Resubmission when reactivating a deactivated individual or activating an inactive item. Provide a mechanism for Sectyr users to support customers with item-specific option to prevent AV tracking and / or prevent manual AV. Include AutoVer History on only the most current record of a series of renewed items (not on a completed record unless there is no active record). Display the AutoVer History icon on the Dashboard and Locations Page in addition to the profile pages. For AutoVerification-enabled items without expiration dates, eliminate display of specific internal system dates (e.g. 2100-01-01, 1900-01-01, 0001-01-01) while continuing to display manually entered, relevant dates. Resolve blank or missing Locations on AutoVer Log. LMS: Add mechanisms to prevent duplicate course entry and enforce integrity of standard versus custom courses.
LicenseTrak Incident Management	Add field to Edit Existing Incident Ticket modal for all standard incident ticket types except Hazardous Spill: If response to "Was Patient Satisfied?" is No, field "If No, was patient given option for further review?" is available. Assure that Incident Date is consistent on Edit Existing Incident Ticket modal, screen displays, and reports. Update ticket type color from gold (orange) to gray when category/ticket type combination ticket exists. Use consistent title color on list and card views.
LicenseTrak Library	Include document title and document description in document assignment notification email. Improve library table display to fixed width columns, add ellipses and hover text for long text, and improve sort options. Open document URL shown in table in new window. Sort OIV Owner dropdown in alphabetical order regardless of text case.
LicenseTrak: multiple modules	Allow LA to adjust standard user and no access permissions for individuals assigned to managed location(s). For the LA-managed location(s): Core LA can 1) enter, enroll or invite new individuals 2) manage standard user and no access Core permissions. Accreditation LA can manage standard user and no access Accreditation permissions. Incident Management LA can manage standard user and no access permissions with the module.
Platform	Enhance Sectyr staff tools: improve OPAIS upload process, run-time process indicators, user management (permissions, lock/unlock), and AutoVerification processes and reports.

Release 23.03 LicenseTrak and AutoVerification Enhancements

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