TRACCS Release Notes

Text Box: STATUS LEGEND -
OPEN = Not yet ully resolved
CLOSED = Fully Resolved
NEW = New function

Text Box: RESOLUTION LEGEND –
USER = Operator error/issue - training
ACCEPT = Accepted by ADAMAS as issue for investigation
ENHANC = Escalated to Adamas enhancement request list
RELEASE = Resolved in specified release
LIMIT = TRACCS limitation - no further action required

List of Current Issues /New Functions - Listed in reverse date/issue# order

ID	Module/Area	Details	REPORT	STAT	RESOLVE	REL’S / BUILD
320	Billing Update	A change has been made to the Accounting One billing interface to support the use of alternate billing/debtor codes	NEW	CLOSED	PROD	75p210.23
319	Day Manager	The following has been corrected in Day Manager. Previously when using the right click menu the second view recipient details option under the View options did not function. This has been corrected	75p001	CLOSED	PROD	75p210.23
318	Reports	A correction has been made to the user defined reports. Previously - old user defined reports incorporating a Service Date field from roster history did not request entry of a start and end date when rerunning the report. This has been corrected	75p001	CLOSED	PROD	75p210.22
317	ONI	ID 316 caused a message to display warning the user of an invalid entry, when tabbing from one TAB to another in the oni. This has been resolved	75p210.20	CLOSED	PROD	75p210.21
316	ONI	A correction has been made to the ONI Previously the autosearch functionality in drop down lists did not function in the ONI as it did in other areas of the Recipient record. This has been adjusted so it is enabled in the ONI screens as well	75p001	CLOSED	PROD	75p210.20
315	ONI	A change has been made to the Drop Down list functionality. Previously a user could type in a freehand text not from the list of available selections in the ONI screen. Though this behavior was originally intentional - its original purpose has been superceded. It has now been disabled so users are given an error message if they type in text that is not a valid item in the drop down list.	-----------------------	CLOSED	PROD	75p210.20
314	Timesheets	The following correction has been made to timesheets Under some circumstances if user edited a group activity line in timesheets - when saving they would get an error. This has been corrected.	75p001	CLOSED	PROD	75p210.20
313	Reports	The following change has been made to the reports module Previously if a recipient focused financial report was run - the figure showing in the cost column of the report was based on the pay rate for the activity. However where for instance recipients were involved in group or centre based care where there were multiple employees involved, this figure would default 0. This has been changed so if multiple employees are involved in the service the report shows the budget unit cost instead	-----------------------	NEW	PROD	75p210.20
312	Day Manager	The following correction has been made to the Day Manager Previously if an administrator applied a Coordinator based filter/restriction to a user and then that user tried to access a Facilities-Staff, Transport-Staff or Group-Staff view of the day manager, an error would be displayed, This has been rectified	75p001	CLOSED	PROD	75P210.20
311	Main Menu	The following correction has been made to the Main Menu Screen of TRACCS. Previously - if a user logged into TRACCS, clicked on one of the module buttons - and then before the module screen (eg recipients) had started to load - immediately closed out of the TRACCS main menu screen - a database connection error would display This has been rectified	75p001	CLOSED	PROD	75P210.20
310	Recipients	Correction has been made of an issue when autoexporting case notes the recipient name did not display on the pdf export	75p210.18	CLOSED	PROD	75p210.19
309	Various	Various minor cosmetics - No visible or function changes	75p001	CLOSED	PROD	75p210.18
308	Various	Various minor type and spell errors - no visible or function changes	75p001	CLOSED	PROD	75p210.17
307	Reports	1. Repackaged Reports.exe for distribution image that had corrupted and reverted to previous build in source control library 2.Removed ability to right click on command bar in reports interface No visible or function changes	75p210.14	CLOSED	PROD	75p210.16
306	Recipients	Added ability to include Service Notes and End Time in presentation view of recipient roster and service overview via the recipient summary sheet. Minor cosmetic and function change only	-----------------------	NEW	PROD	75p210.15
305	Recipients, Staff	Altered the date format for reminder dates and expiry dates etc to force universal yyy/mm/dd format. No visible or function changes	-----------------------	NEW	PROD	75p210.15
304	Reports	Corrected issue in user defined reports where inclusion of a phone number in a user defined report where reminder dates were also included in output prevented the saved report from running. No visible or function change	75p210.00	CLOSED	PROD	75p210.15
303	Day Manager	The recent p210.13 update inadvertently altered the security required to create a recipient activity from the right click function in the day manager. This has been returned to the correct and original level so LEVEL 6 in security settings will enable users to add a new booking	75p210.13	CLOSED	PROD	75p210.14
302	Recipients	1. Suburb selection in the ONI Usual, Contact and Carer Profile have been altered to operate the same as the TRACCS recipient screen. That is the lookups now display both the suburb and postcodes and allows selection of distinct suburbs of the same name but different postcodes without additional moving through the drop down 2. Previously the Doctor Lookup in TAB 1.3 of the ONI did not auto scroll when searching after dropping down the list. This has been rectified. 3. DVA#, Pension#, Medicare#, Health Card# fields have been locked to maximum characters to prevent users typing in invalid character combinations	75p000	CLOSED	PROD	75p210.14
301	Reports	Previously when creating a user defined report - if the report selection criteria used the between operator and then the report was saved - running the saved report caused an error to display - though previewing the report on creation functioned correctly. This has been rectified.	75p001	CLOSED	PROD	75p210.13
300	Roster/Day Manager	Previously if a shift originally allocated to a Brokerage Contractor was reallocated to a staff member then the status remained as a brokerage service thus preventing the staff member from being process through the pay update for that shift. This has been rectified	75p001	CLOSED	PROD	75p210.13
299	Recipients	When creating a new referral through intake wizard - if both a usual and contact address were entered - by default both were incorrectly ticked as primary addresses. This caused the recipient to appear twice on the find screen when searching. This has been corrected	75p210.07	CLOSED	PROD	75p210.12
298	Recipients	A new facility has been added to the TRACCS recipients to allow automatic export of ONI and CaseNotes as pdf files to a nominated preset folder. This is a specific modification for Queensland Health interface to the ERIC community health system.	NEW	CLOSED	PROD	75p210.12
297	Recipients	Saving Carer Profile was not saving the Other Goods and Equipment TAB. This has been corrected	75p210.07	CLOSED	PROD	75p210.11
296	Rosters	The Copy and Paste function in the roster previously did not allow pasting of Recipient Absences if Mandatory Competency enforcement was enabled - this has been changed to allow pasting of absences regardless of competency enforcement mode	75p001	CLOSED	PROD	75p210.10
295	Recipients	The TAB Order of the Carer profile in the ONI has been re-ordered to assist with ease of data entry	NEW	CLOSED	PROD	75p210.10
294	Day Manager	The user login has been altered to include an additional security setting. This setting is called Recipient Management View. If it is ticked in the user record then that user will have the ability to access the Recipient Management view of the day manager that was removed in a previous version of TRACCS	NEW	CLOSED	PROD	75p210.10
293	Various	Various non significant cosmetics	N/A	CLOSED	PROD	75p210.10
292	Various	Various non significant cosmetics	N/A	CLOSED	PROD	75p210.09
291	Recipients	The following changes have been made to the recipient module 1. The ADD NEW CARER option in the ONI screen has been altered to a. Allow display of recipients as well as carers if required, to assist location of existing recipients who have become carers. b. Allow the selection for the carer directly from the ADD NEW CARER display - if it is found the carer exists in the list either as a carer or recipient c. If a recipient is selected as the carer the recipient status will now automatically change to carer/recipient 2. Clicking on the Add Admission button for a CARER now automatically changes the status of the CARER to CARER/RECIPIENT 3. The intake wizard has been altered to eliminate the type ahead function in Surname and First name screens if more than 6000 records exist in the database. This speeds up the intake wizard in very large databases.	75p001	CLOSED	PROD	75p210.08
290	Day Manager	The following corrections have been made to the day manager 1. Previously it was possible to select a client from the search recipient list against a staff member who was added as excluded staff’ for that particular client. This has been rectified. 2. If staff have the option set in rosters to display notes on click – it causes an error message if you are viewing the single day view of the roster and you click on a service. Though this can be resolved as per our instruction – we have altered this so it is not possible to generate the error message – even if they have the setting incorrect 3. An intermittent issue was reported where users could not use the pay type look up when first accessing the recipient cancellation button. This has been resolved. 4. Previously users have been used to seeing an icon/visual cue when a shift is approved for pay in the day manager. In the later releases of TRACCS this was for a variety of reasons removed. Based on the apparent importance of this to users – we have reinstated this using a black tick. So any shifts approved for pay have a black tick beside the shift which remains in history. 5. Previously in p210 if agency enforced concurrent branch and program viewing restrictions against users - an error occurred when clicking the binocular button in the one day roster screen when adding a new recipient service from within day manager mode	75p001	CLOSED	PROD	75p210.07
289	Staff	Previously - attempting to print staff labels resulted in run time errors. This has been corrected.	75p204	CLOSED	PROD	75p210.06
288	Daymanager	The following changes have been made to the Day Manager 1. It has been identified that trying to perform a cut and paste operation on certain shifts in the day manager when Competency Enforcement is enabled sometimes gives a false message that a competency has expired and the shift cannot be pasted - this has been resolved 2. An option has been added to the security profile for users (Add/change Userinfo) to provide single checkbox enabling or disabling of the user ability to Approve or Un-approve shifts from within the day manager. This was previously linked to security level 3. This provides the ability to create any necessary security levels and then specifically include/exclude the authority to approve/unapprove shifts 3. When changing from Staff Management view to Facilities Staff view an irrelevant user message displayed requiring the operator to press ok prior to redisplaying the day manager - this has been resolved 4. In the initial release of 5_11_75p210 display of Staff Phone number was turned off in day manager by default. This has been resolved	75p210.05	CLOSED	PROD	75p210.05
287	Reports	The following change has been made to the Recipients print Progress Notes function. Previously - program restrictions added to the report were not inherited if user nominated to print as labels - so all active recipients labels still printed. This has been corrected.	75p001	CLOSED	PROD	75p210.05
286	Main Menu	IMPORTANT COSMETIC CHANGE The following important change needs to be noted by Administrators and users of TRACCS. This is a cosmetic change ONLY - but will have a significant impact on users previously responsible for Set Pay Period End Date and Pay or Billing Rollback functions in TRACCS Previously the options/functions for 1. Set Pay Period End Date and 2. Rollback Pay and Billing Batch were located in the system administration menu option on the Main Menu of TRACCS. This has been changed. This is because agencies frequently require Payroll function operators to be able to access the Set Pay Period End Date and Rollback functions - BUT do not want or require to give the operators full System Administrator rights. To facilitate this - Set Pay Period End Date and Pay and Billing rollback functions have been relocated to the Pay and Billing update menu option of the Main Menu	----------------------	NEW	PROD	75p210.01
285	Daymanager/ Rosters	MAJOR ENHANCEMENT The following significant enhancement has been added to the service details form and roster and day manager in TRACCS. This affects the previous methods for viewing and recording notes It has been recognized for some time that the single notepad attached to each service for the recording of notes was a limitation - in that it prevented the discreet recording of operational notes about the shift and mixed these notes with additional information about the shift. Build 210 incorporates the addition of a full Service Operational Notes capacity. A new TAB has been added to the service details form called service/shift notes which when accessed allows the viewing editing and addition of history and notes specific to the shift/activity. These are recorded and operated in exactly the same way as recipient OP Notes. Previously when unallocating, reallocating or canceling a shift TRACCS would automatically log a note in the additional information notepad of the shift. This has been changed so now such automatically generated messages are created in the service notes with a discreet entry dated and timestamped and operator coded This provides an auditable environment for the appropriate chronological recording of events and notes pertaining to the shift - while allowing the additional information notepad to be reserved for shift information pertinent to rosters and service delivery Notes that have previously been entered into the additional information section will not be affected by this change - however any new automatic notes will automatically be recorded in the shift notes TAB and and new notes created by users should also be added into this section This new functionality caused a need to redesign the day manager presentation to allow a visual representation of whether the shift/activity has additional information (old notes) or service notes. This has been achieved by altering the flag and position of the icons used to represent shifts. The old green tag has now become a small green ball located to the left of the shift. An additional small blue ball icon displays to the left of the shift if the shift has service notes At the same time some minor an general updates have been implemented with the general graphics presentation for the shifts.	----------------------	NEW	PROD	75p210
284	Daymanager	1. The Recipient Management option has been removed from Day Manager. This view mode draws excessive resources from local servers and is redundant as all functionality embodied in this view is available in other views 2. 2 New view modes have been added to the Day Manager a. Grp/Trns/Facility-Recipients b. Grp/Trns/Facility-Staff These 2 views allow staff to consolidate all activities likely to be undertaken by recipients who are attending a day centre into one screen. This allows users to see for each recipient a transport to centre, a centre attendance, a meal, and a transport home all in one screen - hence allowing very fast cancellation of all related services on the same day if a recipient cancels	----------------------	NEW	PROD	75p210
283	Daymanager/ Rosters	The search recipient screen has been altered to inherit and viewing scopes in place for the current user. This means by default it will only display recipients within the viewing scope established by in add/change users for that user.	----------------------	NEW	PROD	75p210
282	Daymanager/ Rosters	Right clicking in the staff availability list was not displaying all options in allocate mode - though all options displayed in staff inquiry mode. This has been resolved	75p208	CLOSED	PROD	75p209
281	Recipients	The Register Discharge wizard was not assigning the selected HACC Discharge Reason correctly - this has been corrected	75p208	CLOSED	PROD	75p209
280	Staff	Users with a LEVEL 2 (new read only level) could still access competencies TAB - this has been rectified Competency exemption field was still accessible to LEVEL 3 - this has been altered to restrict it to LEVEL 4	75p208	CLOSED	PROD	75p209
279	Epicor Interface	An alteration to the include date option has been made to force the service date into dd/mm/yyyy format to make it easier to read/interpret	----------------	NEW	PROD	75p209
278	Rosters	Previously - competency expiries occurring in a roster period would remove the staff from shift for the entire roster period. In builds 209 and beyond this has been altered to only remove them from shifts beyond the date of competency expiry.	----------------	NEW	PROD	75p209
277	Rosters / Day Manager	Previously in roster or day manager when viewing staff extra information screen - user was unable to edit or delete an operational note - this has been adjusted so users can edit and delete operational notes from within the roster and daymanager staff extra information screen	75p208	CLOSED	PROD	75p209
276	Document Management	Previously TRACCS did not support templates with parentheses embedded in the template name. This is now possible	----------------	NEW	PROD	75p209
275	HACC MDS	The following items have been resolved in the HACC MDS The audit report previously did not show accumulated page numbers - this has been altered so the accumulated page number displays In NSW Jurisdiction - Audit report did not display carer counseling hours - this has been altered for consistencies sake to display carer hours even if the carer is the recipient In NSW Jurisdiction - XML File did not include counseling hours - this has been corrected	75p208	CLOSED	PROD	75p209
274	Day Manager	Recipient Cancellation - When processing a recipient cancellation if the user nominates to manually alter the duration of the replacement shift and the shift is under 1 hr - the default duration incorrectly displays as 00: - though this is cosmetic only - it has been corrected	75p208	CLOSED	PROD	75p209
273	Recipients	TRACCS now incorporates the ability to automatically export case notes and ONI's in PDF format whenever they are added or edited - to a nominated folder where an external application can read them into a document management system or similar	75p208	NEW	PROD	75p208
272	Recipients	The changing of Biller Codes in the recipient record has been altered to give an option to CANCEL or exclude changes to the bill code of roster histories. allow changes to the code that do not invoke the history change if the code is set back to the old code Exclude history updates if the code is set to !MULTIPLE - not allowing user to update the histories	---------------	NEW	PROD	75p208
271	Rosters	The staff selection screen could not assess availability when used in the visual roster mode instead of the Day Manager - this has been altered to allow availability testing in the roster - this does not however alter the business process requirements that Day To Day rostering and staff management is performed in the Day Manager	----------------	NEW	PROD	75p208
270	Day Manager	The presentation of the recipient cancellation and reallocate functions has been altered. Previously a sequence of questions was asked to determine whether to pay staff, create leave, cancel shift etc. This has been changed so that all options are displayed on a single screen and the user can make all selections from this screen with the opportunity to review prior to committing the changes	----------------	NEW	PROD	75p208
269	Day Manager	Day manager now displays weekends column headers in different color to assist easy identification	---------------	NEW	PROD	75p208
268	Recipient Summary Sheet	The resubmit field has been removed from the recipient summary sheet as it has been redundant for some time Previously - printing a recipient summary sheet with care plans included inherited the selection criteria from the last care plan print carried out from within the recipient record. Users have found this confusing - so now the care plans only print active care plans regardless of previous criteria when the recipient summary sheet is printed	---------------	NEW	PROD	75p208
267	Roster	Previously enforcing mandatory competencies would disallow user from copying and pasting in a recipient roster if the service was attended by multiple staff. This has been changed to allow pasting where there is no specific staff nominated	---------------	NEW	PROD	75p208
266	Staff	The option to exclude from mandatory competencies has been restricted to staff with Staff administration access level only	---------------	NEW	PROD	75p208
265	Create Rosters	When a non competency compliant staff member is forced off a roster shift - a notes is now automatically added saying they have been removed due to missing or expired competency	---------------	NEW	PROD	75p208
264	Recipient - Auto Admin Recording	Creating a discharge for a NON HACC service TRACCS always recorded discharge reason of improved status. This has been corrected	74p204	CLOSED	PROD	75p208
263	Roster	Previously when switching between staff and recipient views of the roster - the roster was not initially cleared - this has been rectified Creating a discharge for a NON HACC service always recorded discharge reason of improved status. This has been corrected Tagging and untagging roster entries incorrectly showed a Multiple service icon for the untagged shift - this has been corrected	75p203	CLOSED	PROD	75p208
262	Recipients	The following changes have been made to the Recipient record Previously exporting and importing the ONI did allow for the allocation of default branches and categories. This has been implemented so when importing an external ONI the branch, category and coordinator are queried and then set against the newly created record Previously if no expire using selection was made in the add/change funding details section of the recipient record TRACCS would default expiry of funding to Avge Unit Cost. Feedback has indicated this causes a problem as most sites originally set this up as Pay Rate prior to the capacity to make a selection. So the default method of expiry has been changed to Pay Rate - with user having th option to alter this to Avge Unit Cost if desired.	---------------	NEW	PROD	75p208
261	Staff	Print button has been added to the training register of the Staff record - allowing the printing of a single staff training register within the staff record	---------------	NEW	PROD	75p207
260	Staff	With new staff restrictions in place the competency TAB in staff was disabled for all users - this has been corrected	75p204	CLOSED	PROD	75p207
259	Staff	Read only access on staff was not fully implemented. This has been corrected	75p204	CLOSED	PROD	75p206
258	Rosters	Brokerage button in rosters was incorrectly showing as greyed out - this has been corrected Switching between staff and recipient views of rosters on initial access did not correctly refresh which search list appeared - this has been corrected Right click > reallocate function in rosters not accessible - this has been corrected Recurring service wizard was not properly aligned on screen - this has been corrected	75p204	CLOSED	PROD	75p205
257	General	Minor cosmetic changes only	---------------	NEW	PROD	75p204
256	Main Menu	The options previously labeled case notes groups and op notes groups have been changed to read case notes category and op notes category to maintain consistency with the other areas where these are displayed	--------------	NEW	PROD	75p203
255	Roster Creation	A new facility has been added so where staff are forcibly removed from the roster due to missing or expired competency – details of the original staff, and reason for un-allocation are automatically entered in the notes of the activity	--------------	NEW	PROD	75p203
254	Billing Rollback	Previously if a billing batch was rolled back – the status of entries in that batch was also reset for payroll. This has been adjusted so the rollback retains the batch status of the pay or billing batch separately	--------------	NEW	PROD	75p203
253	Staff Roster Print	This report has been altered slightly to accommodate certain printer characteristics which rarely caused 1 mm or so of the top of page to be printed on the bottom of the previous page	--------------	NEW	PROD	75p203
252	Staff	A change has been made to the enabled/disabled status of the roster and master roster buttons. Previously when competency enforcement was enabled then a staff member having missing or expired mandatory competencies would have these disabled. This did not take account of staff e.g. Volunteers/Brokerage Organizations who did not get rostered under mandatory competency control. The enablement of these has now changed to include a check to see if the staff member is competency exempt. If a staff member has been flagged as competency exempt then the roster and master roster buttons will remain enabled.	--------------	NEW	PROD	75p203
251	Staff	A new LEVEL has been added for user access to the STAFF Module to allow the staff record to be read only – except that users can add op notes. This is now LEVEL 2 and previous level 2 becomes level 3, previous level 3 becomes level 4	--------------	NEW	PROD	75p203
250	Staff	A new ability to print staff labels has been added to staff maintenance within the print options screen of the print staff profile button	--------------	NEW	PROD	75p203
249	Staff	A new Staff Profile with updated layout and data has been added to the staff record – available from the new print button on the main staff maintenance screen	--------------	NEW	PROD	75p203
248	Staff	The format and layout of the staff record has been updated to match the recipient maintenance	--------------	NEW	PROD	75p203
247	Staff	Previously if a staff member had a missing or expired mandatory competency – buttons allowing access to master and current roster were disabled. This has been amended to allow the ticking of the competency exemption checkbox to override this – so if a staff member has been ticked/flagged as competency exempt then the roster buttons will not be disabled even if they have a missing mandatory competency – on the basis that they are exempt from such checking (e.g. Volunteer drivers etc)	--------------	NEW	PROD	75p203
246	Timesheets	Previously a 24 hours service would display with a pay and bill qty of 24 hrs – but the statistical duration would show as 00:00 – this has been altered to correctly display 24:00	--------------	CLOSED	PROD	75p203
245	Timesheets	Previously when adding a new timesheet line, after selecting a recipient, users needed to manually select the agency defined group. This has now been automated so the default agency defined group is drawn from the recipient record for any new recipient service added through timesheets	--------------	NEW	PROD	75p203
244	Day Manager	Previously if a staff member had a competency which was mandatory for that staff member only (i.e. not a global mandatory competency) then the competency requirement was not enforced unless there was at least one other global competency. This has been altered so no global mandatory competencies are required for the staff specific mandatory competency requirement to function	--------------	NEW	PROD	75p203
243	Day Manager	Previously if a user had level 7 day manager access they could still not access the right click > change day and times option. This has been corrected	--------------	CLOSED	PROD	75p203
242	Reports	Previously the Competency Renewal Report was only available form the human resources menu – meaning only people with HR access security level could run the report. This has been adjusted so you can run this report either from the Human Resource Reporting menu or from the standard Staff Reporting menu	--------------	NEW	PROD	75p203
241	Reports	Previously – saved reports with date range parameters did not request new date parameters when run as a saved report – this has been corrected	--------------	CLOSED	PROD	75p203
240	Reports	The selection criteria screen for case notes register did not fully display the label Case/Progress Notes Group – so it has been shortened to Case Notes Category	--------------	CLOSED	PROD	75p203
239	Reports	The selection criteria form for operational and case notes incorrectly displayed a checkbox for creating a page break on new page – this has been removed	--------------	CLOSED	PROD	75p203
238	Reports	Adjustments to the mode of reporting details lines in user defined reports had resulted in an error message when running a consent report – this has been corrected	--------------	CLOSED	PROD	75p203
237	Reports	Previously users could select to include both notes and financials in financial and statistical reports – a selection which should be mutually exclusive. This has been adjusted so only one or the other display options can be selected	--------------	NEW	PROD	75p203
236	Billing-Attache	The following correction has been made to the Billing Update in relation to the Attache Interface In build75 it has been reported that when excluding zero value lines from the billing update, TRACCS still incorporates the invoice header for the Attaché invoice even though the invoice may have no lines, and has no invoice end characters This has been corrected.	75pxx	CLOSED	PROD	75p199
235	Pay and Billing Update	The following changes have been made to the pay and billing update screens and operation. 1. The “include zero value tickbox” has been taken OFF the front tab of pay and billing update and put ON the interface options tab 2. 2 new options have been added to the interface options tab a. Include ADMIN paytype in export (set to unticked by default) b. Include Recipient Administration (set to unticked by default) 3. The way the pay and billing update work has changed a. Previously, recipient administration items were excluded from the update at all if you had the Exclude administration items from payroll/billing option ticked in staff b. Previously zero value items were excluded entirely from the update at all if you did not tick Include zero value pay lines SO NOW When doing a pay or billing update ALL approved items will be processed, so that if they are approved, they will then be finalised. Thus they do not stay in timesheets and you do not have to do a separate run for the zero value, recipient admin or staff admin shifts HOWEVER They will NOT be included in the actual export file to payroll unless you have ticked the boxes in the interface options TAB. This allows you to finalise the TRACCS admin side of both pay and billing update without having to do separate runs for zero value etc, without compromising the export files for pay and/or billing.	--------------	NEW	PROD	75p199
234	ONI	The following correction has been made. Previously Issue 226 addressed an issue with the ONI in relation to users being able to scroll to another recipient while in the ONI, and the ONI not being archived. This issue was found to be not fully addressed. This has now been fully resolved. The Archive now takes place at the point of either a change of recipient within the ONI or a return to Traccs from within the ONI.	--------------	NEW	PROD	75p198
233	RECIPIENTS	The following change has been made to the recipient intake wizard - Previously a type-ahead capacity was incorporated in the surname and first name wizard screens. This has been altered so the type-ahead function only operates where there are less than 5000 records in the recipient database, to maximise speed in state wide databases with 10000’s of records	--------------	NEW	PROD	75p198
232	REPORTS	The following change has been made to reports 1. Financial Classification and Occupation have been added as reportable fields to user defined reports. 2. Previously when including reminders, consents and user groups, the resulting report would only display recipients where a reminder, consent or user group existed. After a number of requests this logic has been altered so recipients with no reminder, consent or user group also display, to give a complete listing of all recipients and their associated reminders, consents and user groups, rather than a report of only those that have an entry in one of these fields. This logic change will be extended over time to all field inclusions in the user-defined reports. For users wishing to restrict the output as it used to be, to only recipients having 1 or more of the included fields populated, add a criteria for example CONSENT is ANYTHING, which will restrict the list to only records where a consent exists at all.	--------------	NEW	PROD	75p197
231	Various	Range of cosmetic rationalisations	--------------	NEW	PROD	P195-196
230	NRCP	The following enhancements have been added to the NRCP module A range of changes both cosmetic and functional have been made to enhance ease of use of the NRCP Module The main 2 of note are 1. A print button has been added to allow the user to print the data diagnostics TAB and use for reference while addressing any missing/incorrect recipient demographics 2. The Data Diagnostics screen has been altered to sum and group across demographics and allow the grouping of those demographics to provide and research numbers in an easy to use column grouping manner, similar to user designed reports	------------	NEW	PROD	75p194
229	Reports	The following enhancement has been added to the reports module A recipient case notes and op notes register have been added incorporating case note and op notes groups, allowing the printing of custom documentation registers as was available with staff	------------	NEW	PROD	75p193
228	Reports	The following enhancement has been made to the reports module. A new checkbox option has been added to the extra options tab in financial and statistical reports allowing the optional inclusion of Allowances in Recipient and Program reports	------------	NEW	PROD	75p192
227	Recipients Contacts	The following enhancement has been added to the recipients > contacts tab. Additional checkboxes have been added to allow the nominating of any individual contact in the contacts TAB from the Next of Kin or Carers group – to be either ONI Person 1 contact or ONI Person 2. Ticking either of these checkboxes means the contact detail will appear as either person1 or person 2 contacts in the ONI tab without needing to add the entry directly to the ONI. It also allows retrospective selection for past contacts to an appropriate ONI category	------------	NEW	PROD	75p191
226	Recipient > ONI	The following corrections have been made to the ONI in relation to ONI Archiving 1. Previously if a user altered an ONI and then changed recipients within the ONI without first exiting the ONI and returning to the TRACCS recipient record – then the archive was not correctly saved. This has been corrected 2. Previously if multiple ONIS were edited and archived in the same user session – the details of the first ONI archive was stored but not subsequent ONIS unless user first exited from recipients module. This has been corrected	------------	CLOSED	PROD	75P191
225	Staff	The following change has been made to the staff record. Previously Roster and Master roster buttons were available for users to access the staff rosters. However the staff record was not connected to Competency Based rostering – meaning it would be technically possible for users to bypass the requirements of mandatory competency by accessing the staff record and going into the rosters to create new shifts – without first addressing the missing/expired competency. This has been altered so that both the master and current roster button are only available if the person has no missing or expired competencies	------------	NEW	PROD	75p190
224	Add/change users	The following correction has been made to add/change users Previously whenever the user record was saved the Day Manager security level would be updated to LEVEL 7. This has been corrected.	------------	CLOSED	PROD	75p187
223	Staff	The following enhancement has been added to the Staff Module in TRACCS. Previously users set to level 1 staff access could edit the name and address screen. This has been altered for consistency sake and now staff with level 1 access cannot alter the contents of any tab of the staff record	------------	NEW	PROD	75p185
222	Staff	The following enhancement has been added to the Staff Module in TRACCS. Previously competencies being used by competency based rostering could be set globally to mandatory or non mandatory. The capacity has now been added that a competency can be nominated to be mandatory on a per staff member basis. So 2 staff may have an expiring competency - but this may only be mandatory for one of the staff. This is achieved by opening the competency after adding to the list of staff competencies for that staff member and ticking the mandatory box.	------------	NEW	PROD	75p184
221	Timesheets	The following enhancement has been added to the Timesheets Module in TRACCS. The timesheet screen previously contained a button to remove shift overlaps. This option operated by spreading all the shifts on the timesheet apart by a minimum of 5 minutes. An additional option has been added to allow the user to nominate the gap that will be inserted between shifts and may be anywhere between 1 and 5 minutes	------------	NEW	PROD	75p183
220	Recipients	The following enhancement has been added to the Recipient Module in TRACCS. The search screen has been significantly expanded to allow the inclusion of temporary filters by Branch, Coordinator and Category/Agency Defined Group. The new functionality is accessed by ticking the extra options checkbox after selecting the find button from the main recipient screen	------------	NEW	PROD	75p183
219	Recipients	The following enhancement has been added to the Recipient Intake Wizards in TRACCS. The ability has been added to optionally include a case note on all referral assessment and review events - not just in admission and discharge	------------	NEW	PROD	75p183
218	Reports	The following enhancement has been added to the Recipient Listing reports in TRACCS. The ability has been added to optionally include next of kin and other contact detail sin the recipient list - by clicking on the include contacts checkbox when printing the report	------------	NEW	PROD	75p174
217	Billing	The following enhancement has been added to the billing update function The capacity has been added to the recipient record to enter an activity code to be recorded for any fixed contribution amounts. This allows for the recording of different GL Revenue codes for export to external accounting systems on a per recipient basis	------------	NEW	PROD	75p182
216	Billing	The following enhancement has been added to the billing update function The capacity has been added to the recipient record to enter an activity code to be recorded for any fixed contribution amounts being billed for a recipient. This allows users to establish multiple activities for fixed contribution and hence multiple job/program/gl codes can be established so the fixed contributions are levied against appropriate programs/jobs when doing a billing update	------------	NEW	PROD	75p182
215	Day Manager	The following enhancement has been added to the day manager A new function for system administrators has been added allowing the use of right click > change bill rate - allowing suitably authorized users to force the billing rate to a supplied rate for single or multiply selected services	------------	NEW	PROD	75p181
214	Recipients	The following correction has been made to the Auto Create Administration function Previously if the current time on the users computer was prior to 10:00 the resulting timeblock recorded in the roster would embed an incorrect . after the time, causing an error when attempting to access the roster record. This has been corrected			PROD	75p181
213	Recipients	The following change has been made to recipient intake wizard. Previously when approving programs and services while activating a recipient - the list of activities included activities which had been end dated. This has been altered so only current activities display	------------	NEW	PROD	75p180
212	Staff	The following change has been made to staff managements. Staff Management pay tab now includes the capacity to record daily contract hours for each day of a pay fortnight. At this stage this is inquiry only - and us stage 1 of a new capacity to display and alert in the day manager based on daily contract hours.	------------	NEW	PROD	75p179
211	Staff	The following correction has been made to the CONTACTS Tab in Staff Management. The contact management TAB has been updated to allow utilization of the same user defined group functionality as that available in the contacts TAB of recipients			PROD	75p178
210	Recipients / Staff	The following change has been made to the document management in both recipients and staff. 1.Previously it was not possible to have a . (i.e. full stop) when entering the name of the document. This is now possible. 2. Previously - cancelling a document import caused an erroneous error. This has been corrected	------------	NEW	PROD	75p177
209	Recipients	The following change has been made to the recipient summary sheet The print has been altered to force addresses and contacts to print in the same order as displayed on the data entry screen	------------	NEW	PROD	75p176
208	Recipients	The following change has been made to recipients contacts screen and ONI Print form The order the ONI Person1 and ONI Person2 has been forced to display in the same order as both the ONI data entry screen and the ONI form itself to avoid confusion over who is Perons1 and Person2	------------	NEW	PROD	75p175
207	Various	Unreleased Build - minor cosmetic changes only	------------	NEW	PROD	75p174
206	Reports	The following change has been made to user defined reports If an agency incorrectly recorded multiple ONI PERSON 1 details against a recipient - it would prevent a user defined report from running if the report included phone or address details for ONI PERSON 1. This has been altered to ignore multiple occurrences of PERSON1 PERSON2 or GP	------------	NEW	PROD	75p173
205	RECIPIENTS	The following major enhancements have been added to recipients. Previous business process and training in TRACCS has focused on the proper recording of the referral, assessment, admission, review and discharge events as an activity in rosters to properly populate relevant referral and admission reporting, kpi and dataset reporting and case history. In recent versions this has been largely automated by the inclusion of the automated administration recording wizard. In build 75p173 an additional layer of automation is introduced to further streamline this process and to assist with the automation of recording of above activity points beyond the initial activation. In other words - in the first level of automation - admin data has been automatically recorded during the intake process however if a recipient is then referred, assessed, admitted etc to additional programs or discharged from one or more existing programs beyond initial activation - users would have to manually record these post activation admin activities in the roster as per normal In build 75p173 this has been streamlined by the addition of wizard buttons on the top of the recipients screen to allow the referral, admission and discharge from on ore more programs for an existing active recipient with automatic updating of associated funding and service information as well as the necessary automatic recording of the activity on the recipient roster. In addition a new DECEASE button has been added to cater for automation of the process where a client dies 1. ADD REFERRAL button. If a recipient is an existing recipient and then is subsequently referred to another program within the agency - clicking this button will cause the admin recording page to appear and operate in the same way as an initial referral. After completing the form it will add the necessary activity to the roster and add the program referred to as an inactive referral program to the recipients funding tab 2. ADD ADMISSION button. If a recipient is admitted to one or more programs subsequent to initial activation and admission - clicking this button will follow the same process as the initial activation and will allow selection of one or more programs and one or more approved services. This will result in the automatic addition of a new program (or status update of program if it exists in the recipient funding TAB already) to the funding tab, the addition of the approved services to the services TAB, the recording of an administration activity for admission on the roster, and an optional ability to record a case note during the process documenting any necessary audit information which will be automatically added to recipient case notes 3. DISCHARGE button. If a recipient is discharged from one or more programs (as opposed to becoming an inactive recipient) - clicking this button will allow automatic recording of one or multiple program discharges, with automatic recording of the relevant discharge in the roster as well as the deactivating of the selected program/s in the recipient funding TAB. Additionally if the discharge is for all currently active programs - and option is provided to automatically continue with a full deactivation of the recipient if desired. Additionally the ability is provided to record a case note documenting necessary audit information during the process which will automatically added to recipient case notes 4. DECEASE button. If a recipient dies - clicking this button initiates automatic processing similar to the discharge button and records a ate of death automatically against date of death in insurance and pension TAB 5. The capacity to record a case note against admission and discharge has been added to initial Admission wizard as well 6. The ability to make recording of case note on admission and discharge mandatory is available by setting the force case note on admission and discharge setting in add/change system information 7. The ability to cancel from the auto admin screen has been added to data update and discharge recording	------------	NEW	PROD	75p173
204	Day Manager	The following corrections have been made to the Day Manager. 1. Previously when right clicking to open staff full month view staff roster from within staff availability list - you could only view one staff roster before having to exit from the availability list and start again. This has been altered so users can exit the current full month view and immediately right click on another staff member and select to view full months roster 2. When trying to fill a cancelled shift with a recipient from the waiting list - the waiting list did not display correctly. This has been resolved 3. To support 1 above the rosterr screen when started from within the staff availability screen has had the binoculars, staff inquiry and switch view buttons disabled to prevent firing uncontrolled recursive staff searches within an existing staff search	75p167	CLOSED	PROD	75p173
203		The following enhancement has been added to setup, activities and CSTDA reporting The new reporting codes for QLD Disability Services reporting have been added to TRACCS cstda reporting - namely 1.081-Accommodation provided so that individuals can access specialist services or further education 1.082-Emergency or crisis accommodation support (e.g. following the death of a parent or carer) 1.083-Houses or flats for holiday accommodation 2.021-Early Intervention 2.061-Program Supports Facilitation 2.062-Case Management 2.063-Local Area Coordination 4.051-Crisis respite 4.052-Holidays for the person with the disability where the primary intention of the service is to provide respite support	------------	NEW	PROD	75p173
202	Various	A number of cosmetic changes made to beta version of Recipient post activation intake and assessment process. This build not released to production. Fully documented for release in build 173	------------	CLOSED	BETA	75p172
201	Recipients	The following correction has been made to Care Plan printing in recipients. Enhancement series 191 included the additional capacity to sort care plans by Plan ID - however this did not function correctly. This has been altered to act according to specification	75p167	CLOSED	PROD	75p171
200	eziTracker	Based on preliminary live testing a number of minor adjustments have been made to the ezitracker interface. These are transparent to users but include some cosmetic updates to improve readability and the ability to log directly on to the ezitracker web site from within the TRACCS eziTracker interface	------------	CLOSED	PROD	75p171
199	Setup	The following change has been made to the database. After updating to build 170 a new non current pay type called ADMIN is automatically created to allow for a default pay type against automatically created administration activities	------------	CLOSED	PROD	75p170
198	Timesheets	The following correction has been made to the timesheets screen After the addition of the ability to include booking reference - the single timesheet print function returned an error when clicked. This has been corrected	75p166	CLOSED	PROD	75p169
197	Recipients	The following changes have been made to Queensland recipient incident module 1. An additional field has been added to the information TAB allowing entry of a summary description of 50 or less characters. 2. This will populate the incident description in the incident register report - this is not a required field for DSQ but is an administrative assistance to TRACCS users.	------------	NEW	PROD	75p169
196	Recipients	The following correction has been made to the auto recording of referrals Where the category of referral was referral-in - the program list did not populate with programs	75p167	CLOSED	PROD	75p168
195	Recipients	The following change has been made to the Print Recipient Summary Sheet function. This has been changes to exclude Recipient Administration shifts from the Roster if included in the recipient sheet print NB. This was originally documented as build 163 ID 187 - but was not included in that build	------------	NEW	PROD	75p168
194	Rosters	The following change has been made to rosters For backward compatibility - adjusted the issue where if running in the now unsupported unrestricted mode - you could still see all the roster buttons	------------	NEW	PROD	75p167
193	Timesheets	The following enhancements have been added to Timesheets 1. Added new field to display Statistical Duration in both decimal and chronological time 2. Corrected issue where editing a non chargeable allowance after adding caused a type mismatch error	75p160	NEW	PROD	75p167
192	Roster	The following changes have been made to the roster module 1. Users can now highlight a block of time in the visual roster for copying and pasting whether the top left hand cell is blank or not 2. Reinstated the old Move Case load button as an assistance to operators not familiar with right click functionality 3. Reinstated a past capacity to allow viewing of the staff and recipient information screens form within the service details form without having to click the edit button	------------	NEW	PROD	75p166
191	Care Plans	The following enhancements have been added to Recipient Care Plans 1. Allows sorting by care plan id 2. Allows printing of single selected care plan 3. Records creator, editer, creation date, last edited date 4. Care Plan print now includes the creator, creation date, lasted edited date, editor	------------	NEW	PROD	75p166
190	HACC MDS	The following enhancement has been added to the HACC MDS module A new section has been added to the last page of the HACC Audit report that displays after running the HACC MDS. This page contains a breakdown of consolidated hours of care being submitted to the MDS by Activity instead of recipient. This assists agencies with reconciling their submitted mds's to the periodical reports supplied by HACC listing hte hours of service delivered in nominated periods	------------	NEW	PROD	75p165
189	Various	Minor Cosmetics Only	------------	NEW	PROD	75p164
188	Timesheets	The following enhancement has been added to the timesheets screen. An new checkbox has been added called Include Shift/Booking#. If users set this to yes it adds the booking number reference column to the timesheet display	------------	NEW	PROD	75p163
187	Recipients	The following changes have been made to the Recipients Module 1. Print Recipient Summary Sheet function. This has been changes to exclude Recipient Administration shifts from the Roster if included in the recipient sheet print 2. The following additions have been made to the recipient funding screen. a. A new facility has been added to record the program status - either ACTIVE, REFERRAL, WAITING LIST or INACTIVE - this is now used for program specific reporting to allow the proper division or program specific status's b. Addition of new Rollover Remainders checkbox - which allows that when a rollover remainder has been nominated then and balance remaining on funding will be added to the opening balance when the expiry date is reached c. Addition of new Expire Using selection drop down - this allows the user to nominate whether the program budget will expire using the pay rate OR avge unit cost. For a variety of reasons pay rate can be inaccurate as a method of expiry because where group activities are involved – the full pay rate of the staff member is split over a number of recipients. Hence the need for ability to establish and use an average unit cost.The average unit cost is entered in the add/change activity section of TRACCS in the second TAB re Billing Information. If it is left blank – the expiry will default to avge unit cost.	------------	NEW	PROD	75p163
186	Print Rosters	The following change has been made to the print staff rosters function If the record number of the shift was too long and display barcode was enabled - then the bar code space was not big enough - this has been increased	75p0	CLOSED	PROD	75p162
185	Create Rosters	The following change has been made to the create roster function It has been pointed out that nominating to create a 24hr unavailability when creating rosters with staff on leave creates a confusing side effect where if their are existing unavailability's there will then be multiple unavailability's on the same day. This has been altered so any unavailability's on a day where a 24hr unavailability is being created by the system will be automatically deleted	------------	NEW	PROD	75p161
184	Day Manager	The following correction has been made to the staff availability search screen A new feature was added to allow there custom setting of search date and time when doing a standard staff unquiry, however changes to the date and time did not always properly reflect back to the search paramaters and status message at the top of the form. This has been corrected	75p148	CLOSED	PROD	75p161
183	Recipients	The following correction has been made to recipients > recipient summary sheet. Previously if a user selected to include service overview fields in the report - and users had previously entered rich text information rather than plain text information into the data field in recipients - the rich text format characters would display in the print out. This has been adjusted so they do not display	75p150	CLOSED	PROD	75p161
182	Recipients > Incidents	The following change has been made to the recipients Incident Management module - Qld release. Previously the field for background information was limited to 500 characters - this has been changed to allow up to 4000 characters	------------	NEW	PROD	75p161
181	Timesheets	The following correction has been made to timesheets If a user created a sleepover shift in timesheets - though it would create and appear correctly in the timesheet view - viewing the sleepover shift in the roster showed the second part of the sleepove overlaying the first part on day 1 instead of being on day 2. This has been corrected	75p150	CLOSED	PROD	75p161
180	ezitracker	The following corrections have been made to the ezitracker module 1. Previously if a recipient phone number was changed - the edit flag on the recipient was not reset - meaning the recipient did no get updated to the ezitracker site on next upload. This has been corrected 2. Previously the uploader did not properly resolve whether a recipient was active for upload according to the status in the recipient record - this has been corrected	75p150	CLOSED	PROD	75p161
179	Recipients > ONI	The following change has been made to the ONI. Previously if a user selected a Carer by using the check for existing carer button - you could not save from this list into the carer demographics fields - user was frcoed to then search for the desired carer using the NEW CARER button. This has been changed so user can select carer from the check for carer button if desired	------------	NEW	PROD	75p161
178	Recipients	The following correction has been made to recipients > intake information > billing details The addition of additional function for contribution activity prevented changes to the billing TAB from being saved if users did not fill this field in - even though it is not a mandatory field. This has been adjusted so a blank entry can be saved	75p159	CLOSED	PROD	75p161
177	Rosters	The following correction has been made to the rosters The relocation of position of toolbar buttons hid the staff unavailability button in staff view of the roster. This has been corrected	75p159	CLOSED	PROD	75p160
176	Create Rosters	The following correction has been made to the create rosters function. Previously if a staff member with a permanent roster was on leave - and therefore the auto leave options form displayed - the initial form display did not include the pay type and activity type selections - users were required to untick and then retick the checkbox for paying staff for leave - before the options would display. This has been corrected	75p157	CLOSED	PROD	75p160
175	Day Manager	The following enhancements has been added to the day manager The facility to select location for direct care previously included in the roster module has now been added to the day manager	------------	NEW	PROD	75p160
174	Add/Change Activities	The following enhancement has been added to the add/change activity display The CSTDA outlet id has been added as a displayed column to the displayed list	------------	NEW	PROD	75p159
173	Day Manager	The following correction and change have been made to the day manager 1. If a staff member had a code with the first 4 letters BOOK then the phone numbers for the staff member would not display and would instead be replaced with the same text that displays in the active booking section. This has been corrected 2. Previously the broker checkbox was enabled when first opening day manager - but if the user switched to a non staff based view then switched back to Staff Management view the broker checkbox remained inactive. This has been corrected to refresh on any occasion where the staff management view is accessed	75p150	CLOSED	PROD	75p159
172	Reports	The following enhancement has been added to the Program reports in financial and statistical reporting The ability to include allowances has been added	------------	NEW	PROD	75p159
171	Billing Update	A number of minor changes have been made to the billing update in support of the finance 1 interface and with some more general applications 1. The ODBC timeout in billing update has been linked to the odbc setting in add/change system information 2. Additional field has been added to recipients for default activity for contribution. This setting in the billing TAB in recipients links any fixed contribution billing line to the nominated activity code - allowing multiple fixed contribution types with individual general ledger account dissections 3. The column headers in the Finance 1 interface have been included in the export file	------------	NEW	PROD	75p158
170	Billing Update	The following correction has been made to the billing update process The previous addition of UCW billing update created an issue where running a billing update in consolidated billing mode displayed a sql error - this has been rectified	75p156	CLOSED	PROD	75p157
169	Invoice Print	The following correction has been made to the invoice print. In the specific circumstance where agencies have multiple recipients being billed to the same debtor and where the option has been selected to produce separate invoice per recipient and where the number of services for the recipient exceeds 1 page - the invoice remittance advice would print over the top of printed invoice lines. This has been rectified	75p01	CLOSED	PROD	75p157
168	Timesheets	The following correction has been made to the timesheet edit screen. Previously - where an agency was using 4 decimal place pay rates - and edit of the line followed by saving - would round to 2 decimal places. This has been rectified	75p01	CLOSED	PROD	75p157
167	Recipients	The following enhancement has been made to the recipients module. 1. EMAILS - Users can now send ad hoc emails to the currently selected recipient by right clicking on the email address of the recipients in the Personal TAB and selecting to email 2. PHONE - Users with a skype account can now phone any nominated recipient phone number by right clicking on the phone number and selecting phone. A call will be placed through the skype application to the nominated phone number	------------	NEW	PROD	75p156
166	Billing Update	The following enhancement has been made to the billing update module in TRACCS. A custom billing export interface has been completed foe Uniting Church Wesley. This does not affect other clients	------------	NEW	PROD	75p156
165	Recipients	The following enhancement has been made to the auto admin recording. Previously no dataset type was recorded against these items as it was assumed they would not be reporting to any Dataset. This has been altered to select the dataset type from the activity to allow for agencies nominating to report admin time against a selected dataset type to the mds	------------	NEW	PROD	75p155
164	Reports	The following enhancement has been made to reports 3 Additional fields have been added to the Program Billing Report a. CAPPED Status b. Recipient 3rd Party Accounting code c. Unit of measure	------------	NEW	PROD	75p155
163	Timesheets	The following correction has been made to timesheets The remove overlaps button did not correctly start checking from the approved shifts - instead starting at the first unapproved shift line - meaning that if any unapproved allowances had been added prior to full approval - a shift overlap status warning would appear. This has been resolved	75p150	CLOSED	PROD	75p155
162	Staff	The following enhancement has been made to the Training TAB in Staff Management The method for identifying Training items has been altered. This is transparent to users	------------	NEW	PROD	75p155
161	Day Manager	The following enhancement has been made to the day manager An option has been added to view options > colors and fonts to disable hi res row headers if computers are low on graphics resources	------------	NEW	PROD	75p154
160	Recipients - Incidents QLD	The following change has been made to the incident management from in Qld jurisdiction Previously the summary incident field only allowed 50 characters - however the queensland disability services require a more detailed summary of the incident - so this field has been changed to the detailed description allowing 4000 characters of information	------------	NEW	PROD	75p154
159	Rosters	The following change has been made to rosters. A previous change was made to increase restriction for view only users so they could not use the right click option in rosters. After customer feedback - this capacity has been reinstated	------------	NEW	PROD	75p154
158	Staff Rosters	The following enhancement has been made to the Location Roster Print This report can now be exported and emailed similar to the standard staff roster	------------	NEW	PROD	75p154
157	Recipients	The following correction has been made to recipients 1. When printing the recipient summary sheets - current care plans could not be included in the print out - this has been rectified 2. The contact groups lookup in next of kin and other contacts tab did not populate with contact groups when set up as described in the setup manual. This has been corrected.	75p151	CLOSED	PROD	75p154
156	Staff	The following correction has been made to staff. When selecting to put staff on leave - the initial display of the form did not display options for leave type and activity type until you ticked and unticked the tickbox to pay leave items to staff. This has been altered so the tickbox defaults to ticked and leave type and activity code lookups display when the form is first loaded.	75p151	CLOSED	PROD	75p154
155	Reports	The following enhancement has been made to the reports A new report called Program Billing Report has been added to the Financial and Statistical reports	------------	NEW	PROD	75p153
154	Day Manager	The following changes have been made to Day Manager 1. Cosmetic enhancements - there have been a large range of cosmetic enhancements to assist in making the day manager easer to read on screen 2. The UNALLOCATE function has been altered a. The sequence of question screens that used to appear in relation to whether you want to pay the staff, make unavailable has been altered so a single screen now comes up allowing all options to be selected, checked and then actioned b. The ability has been added to optionally unallocate staff administration items as well as direct care items	------------	NEW	PROD	75p153
153	Case Notes	The following changes have been made to the care plans in recipients 1. Option added to date selection to allow selection of all plans - if their are no dates 2. Sort order has been changed to sort by Date then plan# to allow plan number sorting when there is no date 3. Previously the combo box options to reverse order did not make any difference to the output order - this has been corrected 1.	------------	NEW	PROD	75p152
152	Create Rosters	The following correction has been made to the create rosters process in relation to mandatory competencies An issue existed where the first employee on the list of thsoe with missing competencies did not have their services automatically unallocated. This has been corrected	------------	NEW	PROD	75p152
151	Timesheets	The following alteration has been made to the timesheets screen Previously if a user edited a timesheet line - after exiting the timesheet line edit screen the timesheet display would return to the first line of the timesheet. This has been altered so after exiting an edit of a timesheet line the timesheet returns to the same position as it was when the edit commenced	------------	NEW	PROD	75p151
150	Agency Setup	The following enhancement has been made to the email functionality in TRACCS. Previously for bulk emails agencies were required to use the TRACCS email engine. An option has now been added to the add/change agency details > email settings section which allows agencies to select either outlook or traccs to actually perform the email. Selecting outlook if available will mean the email is processed through the outbox of the local computers outbox - thus automatically compiling a list of sent emails. This supports outlook 10, 11 and 12.	------------	NEW	PROD	75p151
149	Recipient Summary Sheet	The following enhancement has been made to the printing of the recipient summary sheet This report and selection criteria screen have been substantially redesigned to improve usage, coverage and readability 1. The selection screen has been altered to include the new Operational Note section Reminders and Alerts Recipient Consents 2. The format of the selection criteria screen has been altered to increase usability 3. Additional options have been included allowing users to both export and email the recipient summary sheet from the print selection criteria screen using outlook or traccs email 4. The report itself has been substantially upgraded to enhance usability an readability 5. The report has been altered to include Operational Note section Reminders and Alerts Recipient Consents 6. The report and selection screen have been altered to allow individual selection of funding and approved services section 7. Additional flexibility has been added to allow the optional inclusion of recipient and coordinato signature/sign off on either all pages or any selected page or just at the end of the entire report	------------	NEW	PROD	75p151
148	Reports	The following change has been made to the Reports module. Build 75 did not include the previous build 73 functionality to display the service program when running a detailed report with Financial excluded. This has been altered to reestablish that functionality	------------	NEW	PROD	75p150
147	Setup Security	The following change has been made to the security levels in the setup in relation to rosters. An additional security level Change Master Roster This is a Yes/No field – which when ticked allows users to change activities on the Master Roster. This operates in conjunction with the normal roster security settings. User must have LEVEL 4 or above and have Change Master Roster ticked before they will be able to edit master rosters	------------	NEW	PROD	75p150
146	Staff OP Notes	The following correction has been made to staff op notes An issue was introduced in build 148 which prevented OP Notes from displaying after a user created the OP Note. This has been rectified	75p144	CLOSED	PROD	75p149
145	Incident Management	The following enhancement has been added to Incident Management A capacity has been added to allow agencies to nominate which incident management format they would prefer to us fo either staff or recipients, and independently of each other The currently supported formats are WA format and QLD format. If agencies do not establish a forced setting - then the STATE field in the agency information file is used to determine the format - with the default being Queensland. If agencies wish to nominate the format - they can do this in the Other Settings TAB of the Add/change Agency Details screen by nominating either WA or QLD as the format for either staff or recipients	----------------	NEW	PROD	75p149
144	Location Roster Print	The following enhancement has been made to the Location Roster Print This report can now be exported and emailed similar to the standard staff roster	----------------	NEW	PROD	75p148
143	General	Minor cosmetic changes only	----------------	NEW	PROD	75p147
142	Day Manager	The following enhancement has been added to the day manager Previously when adding a new shift to a recipient via the right click > add new recipient activity button - there was no easy way for the user to examine/check recipient alerts as the Recipient Extra Details button was not visible in the one day view of the visual roster. This has been altered so the Recipient Extra Details button is visible and enabled in all views of the roster	----------------	NEW	PROD	75p146
141	Rosters	The following correction has been made to Rosters Previously if users rostered a sleepover service using the recurring roster wizard - the second part of the sleepover on day 2 did not display on the roster. This has been rectified	75p00	CLOSED	PROD	75p146
140	Rosters	The following correction has been made to the Rosters module. After recent changes to TRACCS to support Automatic recording of admin time - 2 issues emerged . In the first issue users were prevented from adding Recipient Administration services In the second issue user would receive an error message if they tried to add a recipient administration service when Award Filtering was enabled and there was only 1 Pay Type for the award for the employee being rostered. Both issues have been rectified	75p144	CLOSED	PROD	75p146
139	Day Manager	The following adjustment has been made to the day manager After the update to allow addresses to display in the day manager - some sites reported seeing duplicate entries in the day manager and the recipient search list. This is a result of incorrectly added or duplicated address types and can be corrected by correct data entry for the recipient/s in question. This should be done as a matter of course - however to assist sites who have entered date in the past incorrectly - a modification has been made to force the repression of these entries	----------------	NEW	PROD	75p145
138	Staff	The following enhancements have been added to the recipient module in the Day Manager module. Though previously implemented in the recipients module - the Document Management module had not been enabled in staff - this has now been completed	----------------	NEW	PROD	75p144
137	Day Manager	The following enhancements have been added to the recipient module in the Day Manager module. An enhancement has been added allowing the display of primary phone number and primary address in the grid display of the service details. This means that if you set the display to 1 day or widen the column of the day sufficiently - users can see the recipients address and phone number without having to look up staff or recipient records to find phone numbers for either staff or recipient.	----------------	NEW	PROD	75p144
136	Rosters	The following enhancements have been added to the recipient module in the Rostering and Day Manager modules. The ability has been added to allow staff administration activities to be recorded against staff and linked to a particular location in the same way as a facility or centre based activity would be. This is enabled by going into rosters > view options > General and ticking the tick box for Prompt for location for direct care.	----------------	NEW	PROD	75p144
135	Recipients - ONI	The following enhancements have been added to the recipient module in the ONI - Carer Profile To minimize instances of users adding a new carer without adequately background checking the potential existence of that carer as a recipient or carer or carer recipient already in the database - an additional step has been added to the process after clicking the Add New Carer button - forcing the display of a message to check if carer exists already and then forcing the display of a list of existing carers from the database to make the user check if there may be an existing entry for this carer either under another status or another similar name	----------------	NEW	PROD	75p144
134	Recipients	The following enhancements have been added to the recipient module A button has been added to the Personal TAB to allow inquiry on all recipients that this carer is a carer for if the record is for a Carer. The button is disabled unless the status of the recipient record is either CARER or CARER/RECIPIENT. If the currently displayed record is a CARER or CARER/RECIPIENT then when pressed the button will cause a screen to display showing the name address and phone number of all recipients that this carer has been nominated as a carer for.	----------------	NEW	PROD	75p144
133	Recipients	The following enhancements have been added to the recipient module 1. A Date Deceased field has been added. This is accessed in the pension and insurance TAB > Death and will information panel 2. A deceased status display and deceased status image has been added to the recipient record. The status is automatically updated when a date of death is entered.	----------------	NEW	PROD	75p144
132	Recipients - ONI	The following change has been made to the ONI. Previously in additional issues, current services and action plan if the user did not complete all the fields TRACCS would not save the record - however it did not offer the user a warning message about why. This has been added	73p00	CLOSED	PROD	75p143
131	Staff	The following correction has been made to the Staff module. If a user selected to put a staff member on leave and to unallocate existing shifts in the leave period - TRACCS would also unallocate and previously rostered unavailability's -creating an unwanted unallocated booking - this has been corrected	75p00	CLOSED	PROD	75p143
130	Rosters / Day Manager	The following correction has been made to the service details screen in rosters and day manager. If user selected a shift and then attempted to change the finish time to 24:00 the entry would not calculate a duration and not allow the save of the edit. This has been corrected.	75p00	CLOSED	PROD	75p143
129	Recipient Search Screen	The following correction has been made to the recipient search screen in TRACCS Under certain circumstances where multiple recipient viewing scopes were enabled - one of the multiple combinations would prevent the recipient search screen form display any recipients in the list. This has been resolved	75p138	CLOSED	PROD	75p143
128	Recipients	The following correction has been made to the recipients module. Is a user incorrectly typed in a wrong recipient code in the search box and then double clicked in the search box an error screen displayed. This has been resolved	75p138	CLOSED	PROD	75p143
127	Timesheets	The following correction has been made to the timesheets module 1. previously in build 75 if a user opened a brokerage timesheet instead of a staff timesheet the approved hours did not display accumulated totals in the fields at the bottom of the timesheet - this has been corrected 2. Previously if a sleepover shift was added in timesheets instead of rosters - the second part of the sleepover record was incorrectly formed. This has been resolved 3. If a users started in the default Staff Timesheet mode - the print staff timesheet button did not display until the user first switched between staff and recipient view. This has been corrected	75p00	CLOSED	PROD	75p143
126	Day Manager	The following major enhancements have been added to the day manager module Addition of Recipient Inquiry Button to day manager screen allowing instant access to the searchable recipient inquiry screen showing list of names and contact details for recipients. New functionality in recipient inquiry screen displaying selected columns and allowing the grouping and sub grouping of displayed recipients by column headers Addition of Right Click menu to recipient inquiry allowing access to recipient extra info, recipient today roster, recipient this month roster New function from right click in recipient inquiry to view name and phone number of all staff working with the recipient for today or for next x selected days New functionality in allocate meaning search will locate staff who can do ALL shifts if multiples are tagged	----------------	NEW	PROD	75p142
125	Recipients	The following major enhancement has been added to the recipients module 1. A new TAB - OP Notes has been added to the recipient screen. OP Notes stands for Operational Notes. The purpose of this TAB is to allow the auto time and date stamped recording of operational notes that are not strictly clinical or progress notes. This allow a functional separation of the 2 different types of information. In addition as in Staff - Recipient operational notes can be edited with appropriate security level after the addition of a note - whereas case notes cannot. This offers a superior alternative to the old general notes section and removes any barriers to the future removal of the general notes section. 2. The case notes report has been redesigned to offer a more easily read visual appearance 3. An additional report has been added Print Operational Notes to support Item 1 above	----------------	NEW	PROD	75p142
124	Recipients/ONI	The following enhancement has been made to the ONI. The current date and time are now used to automatically pre-populate the date field in the printed ONI	----------------	NEW	PROD	75p141
123	Recipients	The following major enhancement has been added to the Recipients module in relation to exporting the ONI. A new capacity has been added allowing the immediate emailing of the exported encrypted ONI using either Outlook10, 11 or 12 or the TRACCS in built Email utility	----------------	NEW	PROD	75p140
122	Document Management	The following major enhancement has been added to the document management subsystem and all modules in TRACCS where exporting of files or archives is available. The capacity has been added to each user record to nominate default folder locations for the storage of files created or maintained within TRACCS. If folder locations are left blank in the users profile - then at any point where you are exporting or creating a file that needs to be saved in a folder - TRACCS will display a browse window starting at the default windows folder. If a valid folder location is entered into the default folder location field in the user record then each time TRACCS creates an export or file a browse window will open with the browse folder at the default location, and allow the user to optionally browse to an alternative location. If the "Force" tick box is ticked - then TRACCS will not display a browse window and will force the save or create to take place in to the nominated default folder without allowing the user the capacity to browse to an alternative location. This allows for the creation of an orderly folder structure to hold any TRACCS generated documents or files that cannot be interfered with by users saving files to incorrect locations	----------------	NEW	PROD	75p140
121	Staff Roster Print	The following enhancement has been added to the Staff Roster/Timesheet print function AN additional option has been added to allow the optional exclusion of Company Identification on rosters in cases where privacy is an issue when printing timesheets	------------	NEW	PROD	75p140
120	Reports	The following enhancement has been added to financial and statistical report An additional option has been added to extra options for Inclusion of Staff# or Recipient UR if applicable. If selected - then when running a summary financial report the recipient or staff number is appended to the account code normally displayed	------------	NEW	PROD	75p140
119	Recipients	The following enhancement has been added to recipients in relation to printing recipient care plans 1. A date selection range has been added to allow selective printing of specific or date ranged care plans when inside the recipient record 2. The care plan print format has been updated to be easier to read and allow margins suitable for filing the care plan in a foolscap or ring binder 3. The width of both care plan number and care plan name have been increased to cater for longer entries on the print format	------------	NEW	PROD	75p140
118	Main Menu	The following enhancement has been added to add/change system information An additional option has been added to allow agencies to add user definable Discharge Reasons for NON Dataset funding sources. This allows NON CSTDA, NON HACC or NON NRCP funded services to have their own agency defined discharge reason applied	------------	NEW	PROD	75p140
117	Recipients	The following major enhancement has been added to the Recipient module Training and implementation of TRACCS have in the past stressed the need for users to properly record REFERRAL, ASSESSMENT and ADMISSION events correctly on the recipient roster as a recipient administration event after the completion of each referral, assessment or admission. A new feature has been added to the Intake Wizard in TRACCS where recipient administration time can be automatically recorded in the recipient roster based on the answers to basic predefined questions in an additional wizard form. This means - if this feature is enabled - staff never have to remember to go into the roster and add referral, assessment, admission events To enable - access each users user record in add/change users and tick the checkbox labeled Force Automatic Recording of Recipient Admin Time - and save the user record Once enabled for that user, each time the user completes either a referral, discharge - OR any activity in the recipient ONI - they will be prompted with a form allowing the selection of one or more programs that the time is to be apportioned to, the activity to record against the time and if necessary the admin reason (i.e discharge reason, referral source etc) and the total time expended in completing the activity. After clicking NEXT - this will automatically create all necessary roster entries against the recipient to account for the nominated time - including automatic pro rata allocation of time if for instance the referral event applied to multiple programs. Additional automation has been added to both the recipient module and roster module - so 1. Whenever an admission event is recorded - the program nominated for admission in the creation of the roster event will be automatically set to a program status of ACTIVE in the recipient record in Intake Details > Funding 2. Whenever a discharge event is recorded - the program nominated for discharge in the creation of the roster event will be automatically set to a program status of INACTIVE in the recipient record in Intake Details > Funding To support this function agencies MUST have at least one activity established in add/change agency activities with the appropriate sub-group as outlined below At least 1 REFERRAL activity - SUBGROUP REFERRAL-IN At least 1 ASSESSMENT activity - SUBGROUP SCREENING At least 1 ADMISSION activity - SUBGROUP ADMISSION At least 1 REVIEW activity - SUBGROUP REVIEW At least 1 DISCHARGE activity - SUBGROUP DISCHARGE At least 1 DATA UPDATE activity - SUBGROUP DATA UPDATE	------------	NEW	PROD	75p139
116	Roster/ Day Manager	The following adjustment has been made in the service details form in rosters and day manager. Previously - users could only see bill and pay rates if they had system administration access. This has been altered so if a user record has the Financial access selected - they will be able to view bill and pay rates without actually being a full system administrator	------------	NEW	PROD	75p139
115	Invoice Print	The following change has been made to the invoice print function within billing update. Previously an options screen displayed immediately prior to printing confirming selections established in the Invoice Layout section of the billing update screen. This has been removed as it was effectively redundant - as these settings could just be drawn directly from layout options	------------	NEW	PROD	75p139
114	Reports	The following correction has been made to reports AN issue was introduced as part of an enhancement in build 138 which caused an error if between or greater than were used in a criteria in a user defined report. This has been rectified	75p138	CLOSED	PROD	75p139
113	Reports	The following enhancement has been made to the Reporting module. In support of the eziTracker interface Coordinator/Manager has been added as a selection criteria to the Staff, Volunteer and Contractor reports	------------	NEW	PROD	75p139
112	Reports	The following enhancement has been made to the User Defined Reporting module. In support of the eziTracker interface the Manager/Coordinator field has been added as a user definable selection in user defined staff reporting	------------	NEW	PROD	75p139
111	Day Manager	The following corrections have been made to the day manager 1. Previously if there were no unallocated bookings at all - and user unallocated a whole day for the worker - and the number of resulting unallocated exceeded 4 - then the bookings section would not automatically expand to compensate - meaning the user had to manually refresh the day manager. This has been rectified 2. Previously if a date was amended via the service details form instead of using cut and paste - the resulting date change would require a manual refresh to be reflected in the day manager screen. This has been altered to occur automatically	75p001	CLOSED	PROD	75p139
110	Reports	The following enhancement has been made to the standard recipient listing. Previously recipient status was dependent on the global recipient type field - meaning if someone was referred to 2 programs and was admitted to one but on a wait list for the other - users could not independently report on each separately - as only the global agency status was referred to. This has been enhanced in build 139 so the status is independently assessed against the program status rather than the agency status - allowing the independent program based reporting of referrals' waiting lists and active recipients	------------	NEW	PROD	75p139
109	Timesheets	The following adjustment has been made to timesheets Previously altering the column position of the Bill to column did not save with other column settings. This has been rectified	75p137	CLOSED	PROD	75p138
108	Recipients	The following change has been made to recipients Previously an enhancement had been added to restrict the ability to Archive a case note to only System Administrators. After a number of customer requests this has been altered to allow any user with Recipient Administrator rights (i.e. Recipients > Level 6) to be able to archive a recipient case note	------------	NEW	PROD	75p138
107	TRACCS Setup / Rosters / Recipients	The following system wide enhancements have been added to TRACCS Previously additional facilities were added to allow the archiving or edn dating of Activities and Operators. This facility has been expanded to include 1. The ability to end date or archive programs 2. The ability to end date or archive funding sources	------------	NEW	PROD	75p137
106	Reports	The following enhancements have been added to the Program Recipient Budget report The report now includes the ability to 1. include or exclude any single or selected group of programs via a checkbox list on the report selection screen. 2. Optionally include or exclude active and inactive recipients. By default inactive recipients are now excluded from the report	------------	NEW	PROD	75p137
105	Rosters	The following enhancement has been added to the NRCP Extended Service details form Additional functionality has been added to allow the default total computed from the pay rate information to be included as a default cost for the service. The amount can then either be retained (no action required) or edited directly in the NRCP Service Details form. If changed - the information is stored as the current pay rate/cost information for that service	------------	NEW	PROD	75p137
104	Recipients	The following enhancement has been added to Recipients An additional option has been added to the Print Recipient Summary sheet that allows users to select whether the Staff Code, Name or Number displays on the recipient summary sheet when the Roster is selected for inclusion. This mirrors the existing functionality available when incorporating the Permanent Roster in the Summary Sheet.	------------	NEW	PROD	75p136
103	Day Manager	The following enhancement has been added to the Day Manager In View Options of the Day Manager and additional facility has been added to allow users to determine the left and right hand margins for printing. This allows accommodation for printers (especially ink jets) where print width may not be a full a4 page	------------	NEW	PROD	75p135
102	Reports	The following correction has been made to reports In build 130 the menu option to the unused funding report lost the link to the report. This has been corrected	75p130	CLOSED	PROD	75p134
101	Management Analysis	The following enhancement has been added to the Management Analysis module Service Outlet ID has been added as a column to the display - allowing additional capacity for grouped and sub grouped analysis as well as duration and cost summarization by dataset outlet id	------------	NEW	PROD	75p134
100	Management Analysis	The following enhancement has been added to the Management Analysis module Funding Source have been added as a column to the display - allowing additional capacity for grouped and sub grouped analysis as well as duration and cost summarization by primary funding source	------------	NEW	PROD	75p133
099	Pay Update	The following enhancement has been added to the pay update. Previously the option to display and audit list allowed a print option - however the default page setting was Portrait. This has been adjusted to Landscape so the display is larger and more readable	------------	NEW	PROD	75p133
098	Recipients	The following enhancement has been made to the recipients module in relation to display of permanent roster Previously this function did not have the ability to add a descriptive heading to any services that did not happen in the primary pay fortnight or in CYCLE 1 of the permanent roster. This has been enhanced to allow a textual description of the day and cycle for all fortnight ranges and cycles	------------	NEW	PROD	75p132
097	Recipients	The following adjustment has been made to the recipients module in relation to saving doctor details Previous enhancements to the ONI allowing use of a drop down list of doctors to fill in doctors details meant that the ability to add doctors was removed from the add contact function in TAB 2 of Recipient details. It has been determined that not all users are adding doctor details via the ONI - so the ability to manually enter a doctor detail via TAB 2 has been reinstated. This is for backward compatibility and is not the recommended/preferred method for adding a doctor given the new functionality available via the ONI.	------------	NEW	PROD	75p132
096	Day Manager	The following adjustment has been made to the new Day Manager Print function It has been determined that some printer font settings can under certain circumstances cause an type 13 error when trying to print the day manager. This issue has been pinpointed and resolved	75p129	CLOSED	PROD	75p131
095	Recipients ONI - Doctors List	The following change has been made in the way the ONI GP function works in TRACCS. It has been determined that sites with old doctor lists established in non ONI compliant contact types/groups did not display properly in the ONI record. This has been adjusted in build 130 so old doctors lists can be used without significant change to setup	75p128	CLOSED	PROD	75p130
094	Wage Easy export	The following change has been made to the wage easy export In the case where program gl codes were exported as departments - Wage Easy would not accept the job number. This export field has been altered to remain blank if the option has been selected to export program gl codes as departments	75p128	CLOSED	PROD	75p129
093	Reports / CSTDA	The following enhancement has been added to the Financial and Statistical Reports - specifically in relation to CSTDA AN option has been added in extra option to allow operators to select to report for any report on specific service outlet ID's. This assists with ad hoc reporting requested by Disability Services departments as well as providing an additional reporting mechanism for checking hours of services that are being reported to Disability Services via the CSTDA MDS	------------	NEW	PROD	75p129
092	Recipients	The following correction has been made to the recipients ONI doctor Changes to the doctor format to accommodate user defined reporting caused an issue were the previously saved doctor did not did not display properly in the ONI doctors TAB. This has been rectified	75p125	CLOSED	PROD	75p128
091	Day Manager	The following changes have been made to the day manager in relation to on leave staff checkbox and reserved staff checkbox. Previously these 2 checkboxes were forced off as a default and when selecting multiple staff or in Master Rosters. This has been altered to improve usability as follows 1. Because a staff member on leave has no bearing on master roster planning - the on leave checkbox is forced on and made not accessible if in the master roster 2. Because when allocating multiple recipient services the dates are not properly assessable until each individual service is examined - the default for the on leave checkbox has been changed to include staff on leave - users once optionally select to exclude staff on leave. This has no effect on single shift allocations or inquiry for set day and times 3. To stop reserved staff from being inadvertently overlooked because someone forgot to remove a reserve - the default value has been altered to ALWAYS include reserved staff. Users can optionally untick the checkbox	------------	NEW	PROD	75p128
090	Wage Easy Interface	The following correction has been made to the wage easy interface. Previously - the last employee code processed in the pay update was not being appended to the WAGE.WTC file. This has been corrected	75p120	CLOSED	PROD	75P128
089	CSTDA	The following enhancement has been made to the CSTDA module. 1. Previously if a service outletid was temporarily deactivated or no services recorded in the period - agencies needed to delete the outlet prior to submitting the CSTDA return. This has been altered to automatically exclude from the report any service outlet id's where no services occurred during the reporting period 2. Option has been added for sites running MS Outlook(12) or later to be able to email the mds file/s automatically without need for user intervention. Sites must have correctly set the repository email address in options TAB of CSTDA MDS. The file will appear in the outbox then sent box of the local ms outlook outbox on the users computer. 3. The error checking for missing information from outlet records has been changed so errors are added to the standard error screen after running of the cstda, and each error identifies which outlet and which field is blank.	------------	NEW	PROD	75p128
088	Print Staff Rosters	The following enhancement has been made to the print staff rosters function in TRACCS. An additional option has been added to allow separate inclusion or exclusion of runsheet alerts vs service notes/alerts. Users may choose individually whether both service and runsheet alerts are included or not in the layout TAB of the staff roster print options screen	------------	NEW	PROD	75p128
087	Rosters	The following enhancements have been added to the function for adding NRCP specific services to the roster The NRCP wizard has been altered to prevent a user saving if they have not added at least 1 mandatory Type of Assistance or Referred to Service	------------	NEW	PROD	75p128
086	DayManager	The following enhancements have been added to the Print Day Manager function The Left hand column has been increased in width to allow full display of both phone numbers for staff members The font has been increased and bolded to make viewing easier for column and row headings An option has been added to print a 1 day, 5 day or 7 day view of the day manager Boxes and highlighting have been improved to make more legible You can control the background color of the print for the column and row header by adjusting the settings for background print color in day manager view options> colors and fonts	------------	NEW	PROD	75p128
085	Wage Easy interface	The following change has been made to the Wage Easy interface Previously a business rule was implemented so Leave records could only be recorded in whole numbers. This has been changed by user request to include partial hours	------------	NEW	PROD	75p127
084	Day Manager	The following correction has been made to the day manager When adding a new shift from recipient management view - the screen did not fully refresh after addition of the service	75p0	CLOSED	PROD	75p126
083	HACC MDS	The following correction has been made to the HACC MDS. Previously it was possible for a blank carer record to cause an error. This has been altered so the MDS will note the code of the problem carer and force the user to correct the carer record before proceeding to completion of the mds	75p0	CLOSED	PROD	75p126
082	Recipients	The following correction has been made to recipients. Previously it was possible to change a recipient code for a recipient who was the carer for another recipient - and the carer code for that recipient would not change to reflect the change in recipient code. This has been ocrrected	75p0	CLOSED	PROD	75p126
081	Reports	The following change/correction has been made to the user defined section of reports in relation to ONI Doctor Details The update allowing for the maintenance and inclusions of user defined doctors lists caused an issue in user defined reports that prevented the doctor details from displaying when selected from the ONI category of fields. This has been corrected	75p121	CLOSED	PROD	75p125
080	Day Manager	The following enhancement has been added to the Unallocate Staff function in the day manager When an unallocation is completed a note is now added to the newly created unallocated booking detailing who the originally allocated staff member was.	------------	NEW	PROD	75p125
079	Day Manager / Rosters	The following change has been made to the service details form in Rosters and Day Manager Previously - permanent unavailabilities generated from the master rosters defaulted to approved status to eliminate the need to approve these entries in timesheets to finalise histories. This meant that if an unavailability needed to be edited for some reason it required system manager password authorisation. This has been changed so that when editing services - if the service is a staff unavailability changes can be made without the need for system manager authorisation	------------	NEW	PROD	75p125
078	Day Manager	The following change has been made to the day manager The utility function Change Activity code from the right click menu has been disabled for any user who is not a system administrator	------------	NEW	PROD	75p125
077	Wageeasy Interface	The following correction has been made to the Wage Easy interface Previously if the correct wage easy code was not entered into the pay type title - TRACCS would not automatically use the Wage Easy type from the Wage Easy TAB. This has been corrected	75p123	CLOSED	PROD	75p125
076	Timesheets	The following changes have been made to timesheets. 1. Previously users could manually alter the pay type and service type without reference to the drop down list. To decrease the potential for misuse - this capacity has been removed 2. An additional column has been added to display the debtor code for the timesheet line	------------	NEW	PROD	75p125
075	Recipients ONI	The following correction has been made to the ONI Doctor TAB. Previously - editing an existing ONI doctor's details by looking up from the drop down list did not refresh properly in the clients record - giving the impression no change had been made. This has been corrected.	75p118	CLOSED	PROD	75p125
074	Staff	The following changes have been made to staff maintenance. 1. The Menu function file > create new staff has been removed 2. PLEASE NOTE : A change has been made to the Staff Attribute mapping for rosters. This change will require users to make a note of any existing user defined skills labels from the Staff record and reset the user fields after they have run the update. This is most easily accomplished by doing a screen dump of the staff attributes page prior to running the update.	------------	CLOSED	PROD	75p124
073	Rosters / Day Manager	The following correction has been made to the recipient profile display Previously if a user inserted an apostrophe into the recipient profile > roster alerts - then saved the changes - an error would occur. This has been rectified and it is now possible to add apostrophe's to roster alerts	73p0	CLOSED	PROD	75p124
072	Reports	The following correction has been made to User Defined Reports Previously if Deactivation Date was included as a display field and added to a selection criteria - trying to run the report displayed an error. This has been corrected	75p0	CLOSED	PROD	75p123
071	Roster / Day Manager	The following correction has been made to the service details form in relation to training activities Previously - if an existing training activity was edited - it would lose its status of training and turn into a normal administration roster entry. This has been corrected	75p90	CLOSED	PROD	75p123
070	Roster / Recipients / Day Manager	The following correction has been made to the Recipient search list in all modules Previously if when searching for a recipient user selected billing clients only - the list would be empty, even when recipients with status of BILLING CLIENT ONLY existed. This has been corrected	73p0	CLOSED	PROD	75p123
069	Staff	The following correction has been made to the staff module Previously - when trying to edit a contact detail or address detail, while double clicking on the entry worked correctly - clicking the edit key did not respond. This has been corrected	75p90	CLOSED	PROD	75p122
068	Timesheets	The following correction has been made to timesheet edit line screen. Previously if an item/line on the timesheet utilized full 4 decimal place pay rates - then attempts to edit the line would round the rate in the initial edit to 2 decimal places. This has been corrected	75p001	CLOSED	PROD	75p121
067	Timesheets	The following enhancement has been added to the Timesheets module. Previously in the timesheet data entry screen users could alter column widths and positions - and changes would be maintained for the session, but lost when users logged out of timesheets. An enhancement has been added so changes are saved for that user on that machine and will become the default seetings for the timesheet layout until changed again by the user	------------	NEW	PROD	75p120
066	Transport Runsheets	The following correction has been made to the transport runsheet Previously - users could preview and then print the Transport Runsheet, however if user elected to print correctly without first previewing - the report did not print. This has been rectified	75p001	CLOSED	PROD	75p120
065	Easytime Interface	The following change has been made to the easytime interface. The leave type has been added to the export file output	------------	CLOSED	PROD	75p119
064	Recipients - ONI	The following correction has been made to the recipients ONI. Build 111 altered the layout of the functional profile TABS. This resulted in an unintentional problem where checkboxes amended in the Aids and Equipment TAB did not save if added or altered. This has been corrected	75p115	CLOSED	PROD	75p118
063	Day Manager	The following correction has been made to the day manager Build 116 included a change to disable the ability to allocate shifts when in recipient views of the day manager, however an inadvertant mistake was made also unintentionally disabling the function in Staff Management view. This has been corrected	75p116	CLOSED	PROD	75p118
062	System Information - Medical Contacts	The following correction has been made to Add/Change Medical Contacts Previously users were unable to delete a medical contact once added. This has been rectified	75p110	CLOSED	PROD	75p117
061	Reports	The following correction has been made to the Active Client List report. In recent builds of TRACCS if user tried to run an active recipient report and also selected certain selection criteria and format options - an object required message would appear. This has been corrected	75p90	CLOSED	PROD	75p116
060	Staff Roster Print	The following correction has been made to the print staff rosters function Previously if user selected to adjust the layout to include recipient name or file number instead of recipient code - the field remained blank. This has been corrected	75p90	CLOSED	PROD	75p116
059	Recipients	The following change has been made to the recipient module On some client sites users were finding the click speed required for selection in combo boxes in the ONI too fast. The click speed required for opening and highlighting in these combo boxes has been reduced	------------	NEW	PROD	75p116
058	Payroll update Wage easy Interface	The following enhancement has been added to the Wage Easy payroll interface. An additional interface option has been added allowing users to select whether they want the Branch GL Code or Program GL Code used as the department code for export to Easytime	------------	NEW	PROD	75p115
057	Day Manager	The following correction has been made to the day manager A new form has been implemented in the day manager when altering day and times through the right click option on the menu. In its first implementation - date and time information entered did not alter the selected shift. This has been rectified	75p111	CLOSED	PROD	75p114
056	Day Manager	The following change has been made to the day manager To ensure consistency with the recommended business processes - the menu option to unallocate staff has been removed from the Recipient management view of the day manager. Unallocation of staff is only supported through the pertinent staff view of the day manager.	------------	NEW	PROD	75p113
055	Recipients / Main Menu	The following correction has been made to the recipients and main menu in relation to Add/Change Medical Contact. Previously 1. the Address was not refreshed when added to the doctors details. This has been corrected 2.when a doctor is selected from the list it did not extract the email and fax numbers. This has been corrected	75p90	CLOSED	PROD	75p113
054	Main Menu	The following correction has been made to the Add/Change funding details option The development of the ability to exclude end dated funding has been partially completed - however this resulted in a temporary inability to edit details of existing funding sources. This has been corrected	75p106	CLOSED	PROD	75p113
053	Staff Roster Print	The following correction has been made to the staff roster export function Previously unless a full export roster had been completed - TRACCS would not commence a new roster export. This has been corrected	75p90	CLOSED	PROD	75p112
052	Service Outlets	The following correction has been made to service outlets Previously you could only add a new service outlet through add/change CSTDA outlets - forcing users to enter all minimum CSTDA information - even if the service outlet was not a CSTDA outlet. This has been rectified	75p90	CLOSED	PROD	75p112
051	Recipients	The following correction has been made to the ONI form in Functional Profile. After Questions 8 and 9 were relocated - they were not saving correctly when edited - this has been corrected	75p90	CLOSED	PROD	75p112
050	Rosters	The following change has been made to the rosters module The supported business process in TRACCS for best practice management of Unallocated Bookings is that they be managed through the staff management view of the day manager. To support consistency in training, implementation and operation the redundant and unsupported option to allocate staff to bookings in individual recipient rosters has been removed.	------------	NEW	PROD	75p111
049	Day Manager	The following change has been made to the day manager. Builds 109 and beyond eliminated the option to exclude staff phone numbers via user selection. This option has been re-established in build 111.	----------------	NEW	PROD	75p111
048	Timesheets	The following enhancement has been added to timesheets. In later version of TRACCS a new capacity to set an end date for activity codes and pay types was introduced, however this functionality was only available in the day manager and roster screens. This functionality has now been included in the timesheet entry screen	----------------	NEW	PROD	75p111
047	Timesheets	The following enhancement has been added to timesheets In old versions of TRACCS - timesheets did not support the ability to view staff notes in the timesheet display and so an option to view notes was available from the right click menu. When the new timesheets module was released - it included an inherent ability to view notes within the timesheet screen - eliminating the need to open a special notes screen - so the right click menu was dispensed with. After a number of client requests - this option has been re-established - to allow users to add additional notes to timesheet entries at the point of timesheet validation	----------------	NEW	PROD	75p111
046	Reports	The following enhancement has been added to the Active Recipient List A new facility has been added to the Active Recipient Report to allow program specific active status evaluation. Previously the report allowed users to display active recipients - an active recipient being determined by the presence of an activation date and the absence of a deactivation date. However - these settings are not program specific and relate to the recipients status with the agency as a whole. Redevelopment of the report added previously added the capacity to include and display active programs. The latest enhancement means if you nominate a specific program - then instead of the activation date being used as the determinate of active status - TRACCS uses the Program specific active status as entered/maintained in the funding source TAB in Intake Details of the recipient record. The report will then ONLY show recipients who are active for the specific program nominated for the report.	------------	NEW	PROD	75p111
045	Reports	The following correction have been made to the Waiting List report. Previously - the lookup for category was not populated in the selection criteria page when selecting to run this report. This has been rectified	75b01	CLOSED	PROD	75p111
044	Reports	The following correction has been made to the reports module. The addition of the capacity to display programs in the active recipient list resulted in an out of step sequencing of the referral/activation/deactivation date field and the reason for referrals field. This has been corrected	75b01	CLOSED	PROD	75p110
043	Recipients/ONI	The following enhancement has been made to setup and recipients. Users may now add and edit doctors from a maintained list - so TRACCS no longer refers to previously entered information in the ONI to build the list of doctors. They are maintained in the system information section of the main menu in add/change medical contacts. Adding entries to this list will allow users to look up the list in a similar way to previously - however because there is only one central list - issues around multiple entries of the same doctor with different spellings etc - are now minimised or non existent	------------	NEW	PROD	75p110
042	NRCP	The following change has been made to the NRCP module Previously when running NRCP SAR - the calculation of Carer statistics for age group demographics was incorrect - this has been rectified	75b01	CLOSED	PROD	75p110
041	Rosters	The following correction has been made to rosters If a user accessed a recipient roster form the recipient record - then switched to staff view, then switched to master roster, the roster would display the original clients name on the master roster instead of the current staff member. This has been rectified	75b75	CLOSED	PROD	75p110
040	Day Manager	The following correction has been made to the day manager. Previously in build 75 - if users reallocated multiple services, and selected to include a leave item - only every second activity would be reallocated. This has been corrected	75b01	CLOSED	PROD	75p109
039	Print Staff Rosters	The following enhancement has been added to the Print Rosters function. Previously - if emailing timesheets - all selected staff were included in the email whether services were present for that staff member or not. This resulted in the display of a status message if no services existed. By itself this was not an issue - but the result was that you could not run the email timesheets function unattended - as you would keep having to click the OK button when this message appeared. This has been corrected so any timesheets with no services are not included in an attempt to email	75b01	CLOSED	PROD	75p109
038	Rosters	The following change has been made to rosters module The capacity to Allocate staff to existing unallocated bookings in individual rosters has been removed - as it conflicts with the primary business process advocated in TRACCS - to use the day manager - where all unallocated services can be seen at once - eliminating the possibility of missing unallocated bookings that can occur if allocation is possible through the individual client roster	------------	NEW	PROD	75p109
037	Reminders	The following change has been made to reminders. Previously a reminder would be created for all staff where a mandatory competency expired. This has been altered to only occur where the staff member either has not been terminated or where the Termination Date is greater then the current roster /pay period end date	------------	NEW	PROD	75p109
036	Recipients	The following change has been made to the recipients module Previously - to utilize the case staff feature of TRACCS - users were required to enter 2 phone numbers for any staff that could be used as a case staff member. This has been altered so there is no requirement to provide a phone number to include the staff member on the case staff list	75b01	CLOSED	PROD	75p109
035	CSTDA	The following change has been made to the CSTDA module After enhancement 033 it was found that data checking had been inadvertently extended to NON CSTDA outlets - meaning agencies would have to enter all minimum CSTDA fields against an outlet even if it were not a CSTDA outlet. This has been altered so only CSTDA outlets are checked for minimum CSTDA data requirements.	75p106	CLOSED	PROD	75p108
034	CSTDA	The following enhancements have been made to the CSTDA module CSTDA Module has been redeveloped to incorporate the latest data integrity checking. Now, when running the CSTDA - no files will be created or allowed to be submitted to the data repository unless all errors have been resolved or corrected in recipient demographics, service information and CSTDA Outlet information	------------	NEW	PROD	75p107
033	Transport	The following correction has been made to the day manager. In build 75 - if an activity was approved using the right click menu Approve function - it did not properly stamp the pay period end date in the activity - giving the effect that the entry had not been fully approved. This has been corrected	75b01	CLOSED	PROD	75p106
032	Transport Runsheet	The following enhancement has been added to the Transport Runsheet The capacity has been added to the Transport Runsheet to print the runsheet by Driver - as well as by Vehicle	------------	NEW	PROD	75p105
030	Setup / Recipients	The following change has been made to the security levels in Recipient Previously a file number could be entered by any user who had security rights to create a new recipient - but could only be altered by someone with full TRACCS administrator rights. This has been altered to allow any user with LEVEL 7 Recipient access to access and edit a file number as necessary without need of a system administrator	------------	NEW	PROD	75p105
029	Rosters / Day Manager	The following correction has been made to the Staff Availability and Allocation screen in rosters and day manager Previously - if a user opened the staff allocation screen and then nominated to change a date by selecting the Set Day And Time button - changes made to the day and time range were not properly reflected in the staff availability an allocation screen after exiting the set day and time screen This has been corrected	75b90	CLOSED	PROD	75p105
028	Recipients / Staff Roster	The following enhancement has been added to the Staff Roster/Timesheet print Car Plan Alert - An option has been added to the care plan TAB in TRACCS where for each recipients the user may select to Flag Care Plan alert. If this is ticked - then until it is unchecked - any entry of this recipient appearing on a staff timesheet will display an alert warning the worker to review the care plan as it has been changed	------------	NEW	PROD	75p104
027	Recipients	The following enhancement has been added to the Recipients Goals Of Car panel The goals of care now have a completion tick box available for both display and edit. This allows users to record whether or not a goal has been completed/achieved	------------	NEW	PROD	75p103
026	Rosters / Day Manager	The following change has been made to rosters and day manager - Service Details form The Service details form has been altered to sped up the process of loading service details after double clicking on a service.	------------	NEW	PROD	75p102
025	Reports	The following correction has been made to the Referral List, Active Recipient List and Inactive Recipient List The Referral, Active and inactive recipient lists have been rewritten to increase speed of report and allow the inclusion of client programs as an additional option for display in the report. So it is now possible to get a list of recipients - and optionally to include the list of approved programs for each recipient by selecting the tick box to include programs	------------	NEW	PROD	75p101
024	Rosters	The following changes have been made to the staff roster print 1. The staff timesheet format was changed to force the display of notes if they existed - however feedback from customers has resulted in this being changed to the original method for displaying alerts via the tick box in the layout screen 2. A change has been made to the layout and objects on the report to a correct an issue when exporting to a pdf file that resulted in missing graphics in the pdf file	75b93	CLOSED	PROD	75p100
023	Recipients	The following enhancement has been added to the recipients module For agencies who have a skype account - users can now right click on a mobile phone number in the contacts pane of the recipient record and select to send and sms.	------------	NEW	PROD	75p99
022	Recipients	The following enhancement has been added to the recipients module. Users may now access a visual display of the clients address via google maps by right clicking on the desired address in the address pane of the recipient record and then selecting Map. TRACCS will link to the google maps web site if you have a working internet connection and open up a map showing the desired address and surrounding areas	------------	NEW	PROD	75p98
021	Recipients	The following enhancement has been added to the recipients module The ability has been added to link a photo to the recipient record. The photo displays in the anonymous people image space next to the phone and address details. To link a photo - tight click on the two heads icon and select link image. Browse to an image of the recipient and select. The aspect ration of the portrait size image has been set to 10 x 8 to suit a standard passport photo. Ideally to miminise resource wastage you should use a small jpg image of the recipient of approximately the same size as the two heads icon.	------------	NEW	PROD	75p97
020	Recipients	The following enhancement has been added to the recipients module The ONI data entry screens have been resized to take advantage of larger screen size as for the standard recipient data entry screens	---------	NEW	PROD	75b96
019	Reports	The following correction has been made to reports If a user printed a referral list with branch restrictions – inactive recipients as well as active recipients were displayed	73b0	CLOSED	PROD	75b95
018	Recipients	The following corrections have been made to the recipients module If an recipient had NO case notes then the add button was not enabled. This has been corrected As a result of change 012 - if a user attempted to add a new address to an existing recipient record an error displayed. This has been corrected	75b93	CLOSED	PROD	75b95
017	Timesheets	The following enhancement has been added to timesheets. An additional checkbox has been added called Use Extended A new quick search option that quickly displays a shortened alphabetical list of staff rather than the full rostering search list for staff has been added and made the default. Users can optionally access the extended search functionality by clicking on the Use Extended Search checkbox Search.	---------	NEW	PROD	75b94
016	Timesheets	The following corrections have been made to timesheets If a user adds a new entry directly into timesheets and selects and end time for the activity of 24:00 the hours duration calculation is incorrect. This has been resolved Previously if a user changed the sort order in the staff search and availability screen then you could not select the staff member with the mouse unless you first restored the sort to the original order. This has been corrected so any sort can be in place and users can select a row via double clicking the mouse	75b90	CLOSED	PROD	75b94
015	Reports	The following correction has been made to reports. Item 014 below created an issue where the line detail financial information did not display in financial and statistical reports even if include notes was not selected – this has been corrected	75b94	CLOSED	PROD	75b94
014	Reports	The following enhancement has been made to financial and statistical reports. A new checkbox has been added in extra options called include notes. Users have the option of including notes recorded against the service in reports. If selected this will prevent the display of the detailed financial information	---------	NEW	PROD	75b93
013	Payroll	The following enhancements has been added to the Payroll section of TRACCS A new fully featured payroll interface for the Wage Easy payroll package has been added to the Pay Update function. For full details please refer to the relevant manual	---------	NEW	PROD	75p93
012	Recipients	The following changes have been made to recipients Changes have been made to the SQL Access when clicking on Add Care Plan Add Approved Service Add Funding Source To reduce the bandwidth resources over slower wide area network links	73p0	CLOSED	PROD	75p92
011	Day Manager	The following corrections have been made to the day manager If operator accesses the one day view of the roster via add New Roster Entry, or View Gaps One Day, then subsequent attempts to access View Full Months Roster result in an error and a downsized view of the roster instead of the full months view. This has been corrected If a booking is allocated to a brokerage organisation it is stored as CORE CARE(ONEONONE) instead of BROKERAGE. This has been corrected	95p89	CLOSED	PROD	75p91
010	Reports	The following changes have been made to the reports The label print function has been altered to move the right hand label position to the right by 2mm to prevent clipping of labels addresses details An issue where the first name of staff and recipients did not print on labels if they were generated from standard listings instead of user defined reports has been resolved If operator attempts to add contact details from external contacts and next of kin to a user defined report – an invalid GROUP error occurs – this has been corrected	75p0	CLOSED	PROD	75p91
009	Day Manager	The following correction has been made to the day manager Cancel Recipient shift function This issue occurs only if Check Quantity for Auto Created items is enabled Operator attempts to alter the pay quantity for a cancelled shift leave item When both 1 and 2 are in place – a “Multiple step generated errors) status error occurs when trying to complete the process. This has been resolved	75p85	CLOSED	PROD	75p91
008	Reminders	Corrected issue where if a staff competency expiry date is edited the reminder processed flag is not reset – meaning the reminder only fired on initial expiry – but not on any subsequent expiries caused by edit/adjustment of expiry date	75p0	CLOSED	PROD	75p91
007	Reports	Corrected label and column alignment in financial reports criteria page when running reports with no financial information displayed	75p0	CLOSED	PROD	75p91
005	Reminders	Altered Expired competencies alerts and alerts generally so they do not display for a staff member if they have been terminated	---------	NEW	PROD	75p91
005	Timesheets	Altered Timesheet Line Edit to not cause a default value of 1 for service based shifts if an existing value is in place	---------	NEW	PROD	75p91
004	Reports	Added ability to optionally include service notes on all financial reports. To include – tick the checkbox in Extra Options fro Include Notes. If you include service notes, pay and bill details at detailed line level will not be visible	---------	NEW	PROD	75p91
003	Reports	Added new report – Activity Staff Report – allowing grouping of staff underneath activities performed for selected periods of time	---------	NEW	PROD	75p91
002	Create Rosters	The following enhancement has been made to the roster creation function when service specific competency rostering is implemented. Previously if a staff member was missing a service specific competency for a shift for a recipient – the entry was not copied/created. This has been amended so if the staff member is missing a service specific competency – the shift is still created – but as an unallocated booking – in the same way as missing Agency Mandatory Competencies functions.	---------	NEW	PROD	75p90
001	Recipients	The following correction has been made to the recipients edit approved service function Previously if an operator attempted to edit an approved service profile by clicking on the line of the service and then clicking the EDIT button – an error occurred. This did not affect editing via double cliciking. This has been fully resolved	75p89	CLOSED	PROD	75p90