Release Notes for 2023-08-27

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

Module	Summary
340B	Audit "Save and Continue" refreshes the Audit Follow-ups List in the Work Audit screen.
LicenseTrak Accreditation	A "Show All Recurrences" option now exists for task series and allows selective dismissal of tasks instance(s). Custom reports for LA Users are limited to assigned locations.
LicenseTrak Core	LA User can successfully save when adding a To-Trak item. Library Admin will not display as an option for Standard LT User individuals. Added a Status Toggle (Active/Inactive) to all To-Trak items that previously did not have a toggle, allowing an item to be inactivated. Deactivated Individuals are excluded from To-Trak assignments made with One Item or Core Package options. Select All option when using One Item, Select Staff works as expected regardless of form completion order. Expiration Dates and Renewals for Custom To-Trak items with expiration dates work as expected, like other item types. Limited banner icons on profile page of Deactivated Individuals to save and cancel options. New Training and Other To-Trak item assignment notifications are sent to Assignee ONLY. Individual License and Registration email notification logic modified to notify individual (new entry and expiring). Columns on location and individual profile table can be sorted and filtered. Consistent display and syntax for Training items to reflect source or training types: Course or document title is preceded with Library, LMS, or Training. Items with uploaded documents retain uploads when the Renew functionality is used. Revised the dialog modal text for "Confirm Update" and "Confirm Renew." Dashboard email notification hover text display edited ("email"). Preset reports limited to Enrolled Individuals (Deactivated and Entered/Uploaded Individuals excluded). Custom Reports for Individual License and Registration items display Employee ID, Email Notification, AutoVer Date, and Verified Date. Custom Location and Individual Reports include "AutoVer Date" information. Augmented the preset AutoVer Log Report to include "AutoVer Date and Time" and relabel "Status" to "AutoVer Status" for consistency and clarity. If an AutoVer-enabled item has been completed (has a completion date), it is not submitted for verification. Only the new, open item is submitted. Changes made to prevent errors when items are updated or resubmitted for AutoVer. Allow AutoVer process and results to be displayed upon submission when the following conditions exist: the AutoVer-enabled item has AutoVer History (from prior results), the item has Status of Inactive, and AutoVer is submitted. The AutoVer Status column/field for non-AutoVer enabled items will display blank on the Dashboard (list or card view), Locations Page (list or card view), Location Profile, Individual Profile. The AutoVer Resubmission Warning modal displays only with an edit on AutoVer-enabled items but does not display when non-AutoVer-enabled items are updated. AutoVer Status column now displays on the Other Licenses or Items table on a Location Profile. Two fields on an AutoVer-enabled To-Trak item form are updated with each AutoVer return: AutoVer Date and AutoVer Status. If the DEA number is edited on an AutoVer-enabled Facility DEA Registration, AutoVer request is submitted as expected.
LicenseTrak Incident Management	Error Category design in Settings has been modified to improve visibility of current selections and to add the ability to modify Notify Users, Error Reason, and Ticket Type.
LicenseTrak: multiple modules	Reset button/option resets the Search field.

Release 23.02 LT Core Enhancements

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