ID
Module/Area
Details
RELS / BUILD
673
Rosters
The following additions and changes have been made to the rosters module in TRACCS.
- An additional option has been added (originally to support the Neller Preceda pay interface but also applicable in a more general sense) allowing the setting of an option to force the selection of a location for all activities. The option can be set in view options > General > Ask location for direct care checkbox. In essence this allows agencies the optional opportunity to record a location (as established in add/change locations) against any service
- The view options form has been updated to xcare graphics standard
5.11.71
672
Day Manager
The following addition has been made to the Day Manager in relation to filtering.
- This capacity has been expanded to allow the filtering of the Day Manager by Staff Group as established in the Staff Category/Group field in add/change maintenance. This for instance allows agencies to view the day manager for all GARDINERS or other category of staff
- A close box has been added to the filter display and the previous close command button has been removed
- The filters display has been relocated to be more intuitive
5.11.71
671
Roster / Day Manager
The following change has been made to the recipient lookup in day manager or rosters.
Previously operators could incorrectly select to untick the all recipient types checkbox and not select a valid type and then when exited the form would save this setting. This would result in an error message the next time the user attempted to access the search box. This has been altered so if a user incorrectly leaves all selections blank, TRACCS will default to ALL Recipient Types
5.11.70
669
HACCMDS
The following changes have been made to the HACC MDS module
- Previously hours of CARER counselling did not display on the MDS AUDIT report though they were correctly included and reported to HACC. This has been adjusted so CARER counselling hours also display on the audit report
- A figure in brackets has been added to the hours figures on the mds audit report to show the actual hours that will be reported to HACC after rounding
5.11.70
666
Day Manager
The following enhancements have been added to the Day Manager
- Added ability to display activity code when day manager displays grid
- Allowed ability to select in options whether it is the pay/shift type or the activity code which displays when a user displays Group, Centre or Transport activities
5.11.68
665
Staff Search Screen
The following enhancements have been added to the Day Manager and Roster staff search screen.
Added ability to restrict display of staff to branches as established in recipient viewing scope per user
5.11.68
662
Billing ATTACHE Interface
The following change has been made to the ATTACHE Accounting Interface.
In a previous version a new ability was added to allow the inclusion of the ATTACHE GL Code in the export file. In the original build this GL Code was drawn from the GL Expense code for the program as established in Add/change programs. This is not consistent with revenue centres in an accounting system and has been altered to draw the information from the GL Revenue account instead.
5.11.65
660
DAY MANAGER
The following enhancements have been made to the Day Manager to enhance general ability to manage staff workloads within a single screen on the day manager.
Added range of new functionality to day manager in right click menus
- Copy (Identical functionality to the right click copy function in rosters, but for any highlighted or tagged services)
- Cut(Identical functionality to the right click copy function in rosters, but for any highlighted or tagged services)
- Paste(Identical functionality to the right click copy function in rosters, but for any highlighted or tagged services)
- Tag/Untag. New functionality allows the operator to tag various services without having to highlight entire blocks and then use copy cut or paste etc on only tagged activities. This for instance allows you to highlight all services for a particular staff member but only for a certain recipient and then perform a copy, cut, past, allocate, unallocated operation on the tagged services. To tag a service hold the CTRL key on the keyboard down, then LEFT click with the mouse. A red tick will indicate which services have been tagged to this point. Exiting the day manager clears all tags
- Change Location This function operates by allowing the user to change the location of highlighted or tagged location based activities. Eg if a recipient moves to another house for any period of time, or a single staff member moves to a different location and you need to transfer all the shifts to the new location
- Change Activity As for change location except for changing a service type for highlighted or tagged entries in the day manager
- Allocate/Reallocate/Delete Tagged. As previously highlighted all of the right click functions previously available for highlighted entirees are also available for TAGGED entries, meaning users can highlight non aligned services from various parts of the day manager screen and performa bul or batch operation on them
5.11.64
658
Recipients Case / Notes
The following enhancement has been made to the case notes functionality within the recipient record.
A new checkbox has been added to the add/change users section of TRACCS allowing the optional setting of a flag to force case notes to be read only for selected TRACCS users. If enabled in the user profile for a user, then when the user access case notes for a recipient, the Add button is disabled. The view and print buttons remain accessible.
5.11.64
653
ROSTER
The following enhancement has been added to recording of Discharge Events on the recipient roster.
Previously the reason for discharge (cessation) was only requested/recorded if the recipient were being discharged from a HACC funded program. This has been altered so the reason for discharge is recorded for all discharge events thus enhancing the discharges per period report by showing the reason for discharge for all recipient discharges.
5.11.63
652
USER SECURITY
The following enhancement has been made to the operator access levels in relation to the staff module.
Two additional levels have been added to operators Staff module security access setting.
1. If you set the operators staff access to less than 999 then they cannot delete a staff event
2. If you set the operator staff access to less than 900 then they cannot edit existing staff events - although they can still add new notes
Or - alternatively - you must have 999 access to staff to delete a staff event and you must have staff access over 899 to be able to edit an existing staff event
5.11.63
649
ROSTER / DAY MANAGER
The following enhancement has been added to the View Extra Staff Details screen within rosters and day manager.
Added ability to add staff events while in a staff roster or the day manager as per recipient rosters.
5.11.62
645
ROSTER / DAY MANAGER
The following enhancement has been added to the roster and day manager functionality when allocating services to recipients.
Previously TRACCS had the capacity when running in restricted mode to only allow operators to select programs and services approved explicitly for the recipient, in the funding and service details TABS of the recipient record. This helps reduce operator error and improves data integrity. This capacity has been enhanced with the addition of a new option allowing operators to have a further flag set in their user record specifying that only activities linked to a specific program will display in lookups when allocating. This means for instance that if a service PERSONAL CARE has been approved for HACC and a COMMUNITY ACCESS service has been approved for DSQ, then when allocating a service on the roster or day manager, TRACCS limits the program lookup as before to only those programs approved for the recipient however after operator selects a valid program, the following service lookup will only include services specifically approved for that program in the service details TAB of the recipient record. This further reduces opportunity for operator error and significantly speeds up the rostering process.
To enable the extra restriction in the users record in add/change user information for the operator you wish to enable this facility for you should tick the checkbox labelled Limit service/activity lookups to linked programs only.
NB. Before enforcing this restriction you will need to check that every service in the approved service TAB of the recipient record has a program specifically attached to it, in the add/change approved services screen
5.11.62
644
PAY / BILLING UPDATE
The following change has been made to the billing update screen.
The Export Zero Value Lines checkbox has been relocated and renamed
- Moved from the interface TAB to the front General TAB of the update screen
- Renamed to Process zero pay lines to make the meaning less ambiguous
5.11.62
643
PAY UPDATE
The following change has been made to the pay update process, but is largely transparent to users.
Altered pay update to not exclude items if !INTERNAL client not properly set up
5.11.62
642
TIMESHEETS
The following change has been made to the Timesheet maintenance screen.
A Refresh Button has been added to the timesheet screen so after ad-hoc/ single line approval user can press F5 or click refresh to re-sort the timesheet in order or approval status
5.11.62
641
CREATE ROSTERS
The following enhancement has been made to the Roster Creation screen.
Additional validations have been added to the roster copy screen to prevent user from selecting an end date less than or the same as the start date, and to warn the user and give an option to abort if the date range selected is less than 7 days
5.11.62
640
REMINDERS
The following enhancements have been made to the Reminders screen that pops up on logging into TRACCS.
- Added combo box allowing ability to sort by either alarm date or creator allowing quicker honing in on relevant reminders per staff member when list is long
- Altered cosmetics with new ocx to make better and more economical use of space
5.11.62
639
ROSTER / DAY MANAGER
The following enhancement has been made to the Pay Type lookup list screen in rosters.
An Alternate Duties button has been added to the Pay Type lookup list allowing selection of alternate award levels if Award Filtering has been enabled. This allows operators to utilise award filtering to restrict displayed pay types to only a limited choice but if the staff member is acting in a higher/different position than there normal award rates operator can select alternate duties button to display all award rates to choose from.
5.11.62
638
CARE PLAN
The following enhancements have been made to the Care Plan print.
The Care Plan print has been changed so the care plan print sorts in the same manner as the screen display of care plans ie by Care Plan Start Date then Care Plan ID. This allows agency flexibility to order multiple current care plans according to requirements by using the Care Plan Id
5.11.62
637
MAIN MENU / STAFF TIMESHEETS
The following enhancement has been added to the Add/change activities screen.
Addition of Informational Only field to Add/change Activities allowing the setting of certain activities such as STAFF MEAL BREAKS as Informational Only. This means when the staff timesheet/roster is printed though the item appears on the timesheet the duration is not added into the accumulated daily work hours total
5.11.62
636
NRCP
The following module has been added to TRACCS
An additional NRCP module has been added to TRACCS to cater for NON CRC NRCP reporting under SARS
For full details of operation please refer to the relevant manual
5.11.62
635
TRANSPORT RUNSHEET
The following change has been made to the TRANSPORT RUNSHEET REPORT
Redundant options to include pay type and program for TRANSPORT RUNSHEET removed as there is no physical space in this print view to include these 2 optional fields
5.11.62
634
REPORTS
The following enhancement has been made to the ACTIVE STAFF LISTING Report
The minimum and maximum daily and weekly hours recorded in the staff record have been added to the displayed fields ion this report
5.11.62
633
REPORTS
The following enhancements have been made to the user definable reports selection screens
- Added month of birth and date of birth fields to recipients user definable reports
- Added Month Of Birth and Team fields to Staff user defined reports
- Added Contact Phone1 Phone2, Mobile, Fax and Email to Staff user defined reports
5.11.62
632
REPORTS
The following enhancement has been added to the reports module
The following additional functionality has been added to the ITEMS ON LOAN Report
- Ability to report by date range (ie items on loan in any given date range)
- Ability to report by recipient range
- Ability to report by Item code range
- Ability to explicitly include or exclude returned items
- Addition of program name loaned out against
- addition of item group recorded
5.11.62
631
REPORTS
The following changes have been made to the report section of TRACCS
- Redesigned layout of report window to Support additional reports and to support tooltip preview of long report names
- An additional report called PAY TYPE PROGRAM REPORT has been added to the financial reports menu. This report is similarly formatted and operated to the staff pay type reports except that the primary sorting and grouping is on pay type first and then staff instead of the other way around. It is designed to assist disability services agencies looking at program costs broken down by pay type during the funding period
- Added ability to print name and address labels directly from the COMPETENCY RENEWAL REPORT for mailing to selected staff who have a competency due for renewal
- An additional report called the DAILY HOURS REPORT has been added to TRACCS. This report shows each staff member and then in standard view shows the date they worked with instances and hours displayed next to the date
-
The
following additional capacities have been added the STAFF COMPETENCY
REPORT
- Users may now generate labels from the report as an option.
- Added ability to optionally include excluded staff from the staff competency listing allowing a list of JUST current staff or a list of ALL staff
5.11.62
630
Billling Update / ATTACHE Interface
The following enhancement has been made to the TRACCS ATTACHE Accounting Interface
Additional capacity has been added to allow the export of a gl cost centre code as well as a gst rate. These options are enabled in the interface TAB of the Billing Update screen. GST setting is established by using the drop down list to select and appropriate code. Agencies can nominate to have the ATTACHE GL Cost Centre code determined by the GL Code established in add/change programs in TRACCS.
5.11.62
629
Payroll
The following change has been made to the Attache Payroll export
The Pay Quantity export has been altered to be forced to a 4 decimal place output to avoid overlong decimal outputs for repeating decimal fractions
5.11.62
626
Payroll Update / Interfaces
The following addition has been made to the Payroll Update function in TRACCS
- Addition of stage 1 coding for Neller Preceda Payroll interface
- Correction of minor cosmetics in pay and billing update screens after inclusion of Capped Billing modifications
5.11.60
625a
Recipients / Care Plan Templates
The following addition has been made to the TRACCS Recipients module in relation to Care Plans
Completion of stage 1 of Care Plan user Templates.
This is new functionality which incorporates the capacity to import RTF format files from any accessible folder directly into the care plan maintenance screen.
This allows users to establish a range of standard care plan or client information templates using ms-word and then to include them as a complete document in a clients care plan by clicking on the USE TEMPLATE button in the add/change Care Plan screen
5.11.59
625
Recipients / Care Plan Templates
The following additions have been made to the Care Plan maintenance form in TRACSC Recipients.
Addition of preliminary code to allow inclusion of user definable templates in care plan maintenance
5.11.58
620
Pay Global interface
A change has been made to the pay global interface to allow series of 3 inverted commas in the import file
5.11.54
616
Billing
The fully expanded capped billing functionality is now available.
To enable
- In add/change system information > Other select whether your agency wishses to run consolidated (the previous default) or capped billing
- Against any client syou require to run capped billing for. Go into the funding sources TAB of the client record for that client, open the program that you wish to cap, and nominated that the billing rate for that program is CAPPED. Then in the amount field nominate the amount to be capped at.
- NB Once you have enabled CAPPED billing operation the ability to select billing profiles/levels in the recipient record > Billing TAB no longer exists as the billing rates must be set at a PROGRAM level.
- Subsequent billing runs will use the information against each program to establish the rate of charge for that service/client when printing the invoice.
5.11.53
614
Roster
The following change has been made to the roster paste function.
Previously when pasting a roster entry the billing rates reflected the copied service rather than the current billing rates for that client/program. This has been altered so the pasted entry reflrects the current billing rates.
5.11.51
610
Day Manager / Rosters
-
Added ability to restrict staff list to TEAMS within staff search
and availability form. This has been accomplished by
- Reducing the amount of space occupied by the branch selection checkbox list
- Adding a new checkbox selection list for TEAMS
Operation is identical to the usage of the BRANCH list restriction. Operator can simply nominate by ticking on the checkboxes which teams they would like to restrict the staff list to. The team is set in the Tem field in add/change staff maintenance
- Added ability to right click and view day view of staff roster from within staff search and availability form
5.11.48
605
Timesheets
The following enhancement has been added to the Timesheets Module in TRACCS.
A new button has been added to the timesheet screen allowing a user to nominate to have any shift overlaps automatically removed by pushing any overlapping shit down in time until no overlap exists. This is a powerful addition to the suite of payroll interfaces that TRACCS now integrates to and further enhances the ability to deliver accurate pay information to external systems such as PayGlobal and Easytime in even faster and more efficient ways.
Initially this is being tested in a production environment for a large corporate user of Payglobal and then will be released into general production
5.11.45
604
Staff Roster, Address Attachment, Job Details Sheet
The following changes have been made to the staff roster and address attachment print out to ensure backward compatibility.
- The Job Details Sheet has been altered to allow the exclusion of phone number.
- The capacity to include or exclude phone number has bane returned/added to the Address Attachment Sheet
- The option to include care plans has been disabled for the address attachment to avoid the impression it is available as part of the address attachment listing
5.11.44
599
DayManager
The following enhancement has been added to the Day Manager in relation to Recipient Cancellations
- Added additional informational comment to notes in the auto generated staff admin activity when cancelling the shift
- Extended note generated in recipient absence to include original staff rostered to service
- Altered procedure to allow user to exit without finalising RA halfway though
5.11.40
598
Roster / DayManager
The following enhancement has been made to the day manager and rosters in relation to transport.
Operators can now utilise the booking facility for transports as well as direct care services. Traccs has been enhanced to be able to tell the difference between a transport and non transport booking and to ask the correct questions as a transport even prior to allocation to a volunteer or staff member. This allows the maintaining of unallocated transports via the day manage in the same way as unallocated direct care services are currently handled in the day manager.
5.11.40
597
Staff Rosters Print
The following new report has been added to TRACCS in the Staff Rosters section.
In addition to the existing Staff timesheet and address attachment, a new report called the Staff Job Detail report has been added. This report uses the format of an older version address attachment report which includes day and time of service, and additionally includes the optional ability to include either care plans and/or run sheet alerts in the report. This makes it suitable for use as a total job replacement sheet for any relief workers or on initial intake. The report is run from the same screen as the staff roster and address attachment screen, however the old checkbox selection of the desired report format has been replaced with a combo box / drop down list that includes the 3 reports as options. The desired report is then selected from this list rather than using a checkbox. Selection options are the same as for address attachment except with the additional capacity to display care plans/job lists
5.11.40
596
Timesheets
The following enhancements have been added to the timesheet screen. Previously the ability to right click and view notes was added. In this build that enhancement has been taken a step further by
- Including a notes flag on any timesheet line that has roster notes.
- Displaying the roster notes when the operator clicks and then right clicks on the timesheet line.
5.11.40
592
HACC MDS
The following change has been made to the HACC MDS
The option to include only approved services previously applied to services processed through pay or billing update. This option has been changed so when selected ALL approved services regardless of update status are included in the report.
5.11.39
591
ONI
The following enhancement has been added to the ONI.
The ONI screen has been altered to auto clear carer issues fields and checkboxes if carer availability is changed from has a carer to has no carer
5.11.38
589
Case Notes
The following enhancement has been added to the case notes.
A new capacity has been added to augment the private checkbox previously added to alarms/reminders. The private checkbox function has been enhanced so that if the case not is set as private it is private for both alarms as well as normal case note display. A private case note will only appear in the case notes display for the user who entered the case note, and will not be visible to any other users.
5.11.38
588
Reports - Financial
The following enhancement has been made to financial report extra options.
A new filter to allow the selection of reports filtered by specific vehicle/centre/location/group has been added.
5.11.38
587
Timesheet Print
The following enhancement has been added to the Staff Timesheet print.
A new capacity has been added to selection options to allow an operator to type in a free text message for each print of the timesheet allowing the display of messages for all staff members receiving a timesheet.
5.11.38
586
Recipient Attachment List
The following enhancement has been added to the recipient attachment listing.
The ability to optionally include runsheet alerts as per the staff timesheet has been added. This facility functions the same as for the staff timesheet print.
5.11.38
585
Timesheet Print
The following enhancement has been added to the staff timesheet print function.
A new capability has been added for a user definable option in staff timesheet print to allow between 1 and 4 blank shift lines to be printed at the end of each days shifts, so staff can add additional shift or replacement shift details without scribbling over the top of existing shifts or having to attach brand new pieces of paper. This selection is available from the selection options tab in print staff runsheets.
5.11.37
584
User Information
The following enhancement has been made to the security settings in add/change user information.
1. An additional level of 750 has been created for the financial field. Settings of 750 or above will allow access THE CREATE AGENCY REPORTS BUTTON IN USER DEFINED REPORTS.
2. A change has been made to management analysis to allow access to users who have any non zero setting in the financial field. This allows the capacity to give access to management analysis to selected users without giving full system admin access
5.11.37
580
Referral List
The following change has been made to the referral list.
This report has been altered so the referral date is selected for activities which have the minor group set as referral. This is a change to the old report which used the dataset group against each agency activity to determine whether an item was a referral item or not. Agencies who are having difficulty getting the referral date to display in the referral report should
1. Ensure you have a referral activity recorded on the roster
2. Ensure that the referral activity/s that have been set up in add/change activities have a minor group setting of REFFERAL-IN
5.11.34
579
Staff Attributes
The following change has been made to the add staff attribute screen in staff maintenance.
This screen has been altered to lock the attribute code field to prevent users typing in attributes other than those supported in the initial and subsequent agency setup of TRACCS.
5.11.34
578
Transport Runsheet
The following change has been made to the transport run sheet.
The option to display the program name in the transport runsheet has been removed as this is a redundant option for bus and vehicle run lists and interferes with the driver instructions displayed underneath
5.11.34
577
Recipient Address Attachment
The following enhancement has been made to the recipient address attachment printout.
This has been enhanced to update the cosmetics and selection options of the report to the same level as the staff run sheet printout
5.11.34
576
Management Analysis
The following enhancement has been added to the management analysis function.
This screen has been altered with stage 1 of a series of changes to add powerful enhancements to the management analysis screen as a dashboard for management inquiry about key performance indicators. Stage 1 incorporates the ability to include user definable filters on displayed information.
5.11.34
574
Day Manager
The following change has been made to the day manager in regards to case note functionality.
Though TRACCS has been enhanced to incorporate Qld Medical Records level security for case notes in the recipient recors this change had not reflected in the case notes section of the day manager. This has now been changed so day manage has same enhanced security functionality as recipient record in relation to saving of case notes.
5.11.33
573
Capped Billing
The main difference in this build is that the agency must nominate prior to the invoice update whether they are implementing capped billing or contributions. If the answer to this question is yes then the agency will no longer be able to process all programs simultaneously as it is impossible to properly calculate capped billing (or contribution) for a specific program on a consolidated invoice where the client receives funding from multiple programs. Therefore if either capped billing or contribution billing is enabled the agency will then be forced to update billing one a program by program basis
573
Capped Billing
As a result of 571 and 572 and because capping may apply to only one program (as may contributions), program billing has been enabled in build 32.
This feature affects any site using fixed as a billing method (normally for cacp or dva), or who wishes to use capped billing.
Because capping will typically apply to a specific program and because most agencies using TRACCS are multi program agencies the only proper way to address the issue of contribution and capped billing per program where a recipient has funding under multiple programs some of which are capped and some of which are contribution based - is to perform invoicing per program. This facility is already available in TRACCS via the program selection screen in the billing update screen. At present the option to invoice ALL or one or more programs from the available list is at the operators discretion on an update by update basis.
Where an agency is running multiple programs, some of which are contribution based (eg CACP), some of which are capped (eg HACC CENTRE BASED DAY CARE) and some of which are COMMERCIALLY or otherwise billed, and where 1 recipient may be funded under all program streams it is not possible to properly separate the CAPPED vs CONTRIBUTION vs COMMERCAIL billing on a single invoice as there is no way to determine precedence of billing method or to be able to represent such a complex billing outcome to a client. Therefore if an agency has clients who may be exposed to any more than one of the available billing methods of CAPPED, CONTRIBUTION or COMMERCIAL simultaneously they must do there invoicing on a per program basis. To support this concept a checkbox has been added to the initial billing update screen where an agency MUST nominate whether they are running in CONSOLIDATE billing mode or PER PROGRAM billing mode. If an agency nominates consolidated then they will be able to choose from any and all combinations of ALL or single or multiple programs for billing. However where a recipient is exposed to multiple billing regimes under multiple programs the agency must select PER PROGRAMME billing which will eliminate the option to bill ALL programs or more than 1 programme at a time. This will result in potentially multiple invoices per recipient, however this is necessary to properly apportion contributions vs capped billing vs other modes of billing.
5.11.33
572
Billing Update / Pay Update / Rollback
The following change has been made to the rollback function within TRACCS.
To support the enhanced operation of the capped billing function in TRACCS the rollback billing and rollback pay functions have been altered in a number of ways. Operation of the rollback facilities remains the same, however the following internal changes have been made which may affect the first billing or pay run after a rollback done for the first time after updating to the capped billing version of TRACCS.
Previously the rostered services maintained a status which indicated whether a line was approved, paid, billed or both paid and billed. A rollback simply changed this status back to the previous status. As a result of the necessity for automatic variation of billing quantities and amounts in the capped billing release it has been necessary to add additional functionality to record the old billing qty, and billing amount in the roster when an update is done to allow for a potential subsequent rollback. As part of this change TRACCS now uses the existence or non existence of a bill or pay batch number to signify the billing and / or payroll status of individual services. Though generally all of the above should be transparent to users there is a possibility for some older sites using open date ranges on timesheet viewing and where in past times a batch number has not been applied to an approved service that these services will reappear in the timesheet after an initial rollback. These services if they appear should in all likelihood have been deleted at a much earlier stage so an examination of them and then deletion should suffice as a resolution however, if unsure a thorough investigation as to why these are on the roster but not yet processed will need to be undertaken.
5.11.33
571
Billing Update
The following major enhancement has been made to the billing functionality of TRACCS. The billing module now supports capped billing. Capped billing allows users to enter against a recipient the maximum amount that a recipient may be invoiced for in any given invoicing period. When a recipient has been set to capped billing then when an invoice for this recipient is processed normal rates of charge apply to each service being processed for the invoice until the capping limit is reached. When a line is processed which causes the invoice total to exceed the capping limit the billing qty for this and all subsequent lines on the invoice is changed to 1. The billing amount for the line triggering the exceeding of capping is automatically altered to be the difference between the last processed line prior to the trigger line, and the capped limit. This forces the balance of the invoice to be correct for accounting, inquiry and historical purposes as well as allowing proper calculation of the total incorporating all invoice lines. As a result the invoice is forced to be the capping amount, and an additional note line is added to the invoice with the text CAPPED AT followed by the amount of the recipients capping (eg CAPPED AT $50.00).
The capping applies per service recipient not per debtor meaning you can have multiple service recipients each with individual capping in place all appearing on the same invoice.
Capping is enabled in the billing tab of the recipient record. Tick the checkbox for capped billing then type in the amount at which the recipient bill is to be capped.
5.11.32
570
Day Manager
The following enhancement has been made to day manager.
To further enhance the process of automatically creating leave services for short notice cancellations or sick ring ins, an additional optional popup window has been added to the process which allows the operator to nominate/change the pay or bill quantity after electing that a staff member is to be paid an alternate activity. This allows for cases where the staff are to be paid but not the full amount of hours. This option can be enabled in day manager > view > options > Query Change of Time on Auto Create Items.
5.11.31
569
Timesheets
The following enhancement has been made to timesheet
A new capability to right click on a timesheet line and view notes (similar to roster and day manager) has been added this allows operators to check any notes regarding approved service variations without having to leave the timesheet screen.
5.11.31
567
Rosters
The following change has been made to rosters
A previous ability to right click and delete a shift on the roster has been re-introduced.
5.11.30
566
Payglobal
The following change has been made to the payglobal interface.
An alteration has been made to automatically exclude the second part of sleepover shifts and instead calculate full 24hr minutes of service and incorporate into one service line for export
5.11.30
565
Rosters / Day Manager
The following enhancement has been made to the recipient extra information screen that displays in roster and day manager.
This screen has been altered to incorporate the runsheet alerts from the front recipient screen in TRACCS.
5.11.30
564
Day Manager
The following change has been made to the Day Manager screen.
A previous ability to create additional day managers on the fly via the File > new button has been re-introduced in build 30.
5.11.30
562
Epicor
The following change has been made to the epicor billing interface
The gst flag has been altered to be set if the transaction has a tax percent of non zero instead of being based on whether the transaction tax amount is non zero
5.11.29
561
Day Manager
The following changes have been made to the day manager
1. Added display icon to indicate whether user has any filters in place
2. Filter mode has been altered to allow the addition of multiple filters which form a compound filter (eg PROGRAM = HACC OR CACP)
3. View filters button has been added to allow users to view any filters currently in place
4. Added ability to view recipient details to right click function for CENTRE BASED Recipient services
5.11.29
557
Recipients
The following addition has been made to the DELETE RECIPIENT option.
Full audit recording has been enabled for this selection, allowing viewing of the name and date and time of any effort to delete a recipient
5.11.28
556
Rosters
The following modification has been made to the rosters screen.
Previously the Month View option was automatically selected when starting a roster but had no effect as previously set user defined column widths take precedence. The options has been disabled on form load and can then be selected as required.
5.11.28
554
Reports
The following enhancement has been made to referral, admission and discharge reporting.
Previously these services HAD to be set up with the correct title in the activity database to properly report in the corresponding Events During Period report (eg REFERRALS DURING PERIOD - REFEERRALS would not appear in the report unless the title of the activity started with the word REFERRAL). This has been altered with the addition of the minor or sub group field in the add/change activities section of TRACCS. Here operators can select the administrative category of the activity and the reports will use this group to determine inclusion or not in the relevant report instead of using the title. This allows the addition of any number of agency activities with different titles all stored under one of the admin categories for reporting purposes.
5.11.27
552
Reminders
The following enhancement has been made to start up reminders.
Previously the reminder screen displayed even if there were no reminders. This has been altered so the reminder screen only displays if there are in fact reminders.
5.11.27
551
CSTDA
The following enhancement has been made to CSTDA reporting in TRACCS.
The capacity has been added to allow services of any length as the last service for a cstda period. Previously the service needed to be at least 30 minutes to allow inclusion in the CSTDA report
5.11.27
550
Day Manager
The following enhancement has been made to the day manager.
An additional capacity to filter the day manager by ad hoc branch restrictions has been added. This is accessed form the add/change filters option within day manager where an additional option for BRANCH now appears in the filter options drop down list. This allows ad hoc filtering by branch without the necessity of setting branch restrictions for users.
5.11.27
546
Staff Timesheet Print
The following change has been made to the staff timesheet print.
The date printed on the timesheets was surrounded by a grey box. This has been removed to improve legibility when faxing the timesheet
5.11.23
545
PayGlobal
The following changes have been made to the Payglobal import/export
1. Additional comma added to each export line
2. Addition of gender to import staff routine
3. Alteration of import to use description instead of code for competency on staff import
4. Replacement of WORK phone with HOME phone
5. Corrected missing log file folder setting in Payglobal staff competency import
All as per specification changes
5.11.27
544