TracCloudChangelog
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[1.3.17] Current Release
Added
- Added SAGE Additional Notes to available twig tags
- Added search active checkbox to the sections listing
- Added an option in the Visits by ?? report to group by week; this uses the general preference of default start day for the calendar, to determine the start of each week (#2621)
- Added Collateral to Resources listing search
- Added Meeting Type as a grouping option in the Students Visits/Appointments by ?? report (#2652)
- Added DashboardStatus twig tags for Success Plan and Work Plan emails
- Adjusted formatting of field for Reservation of Resources lead time
- Added ability to disable notifications for a particular group
- Added ability to enter HTML into Resource Terms and Conditions notification (#2663)
- Added a new Workshops Overview report
Changed
- For the Center Schedule report, if Show Consultant Email is selected, and output format is CSV Raw Data, the consultant email will appear in its own separate column (#2643)
- For the Students Visits Cleanup Data report, the appointment status selection list now uses the profile pref for appointment statuses to choose from (#2656)
- Referrals listing on dashboard now have a maximum height with a scrolling panel
- Moved availability/appointment-related reports from the Management category to a new Scheduling reports category
Fixed
- Fixed cleanup of deleted courselists: remove old course list item lines
- Fixed cleanup of deleted staff: removed old specialties
- Fixed an issue with Find Duplicates on Attendance listing when finding based on Date Entered
- Fixed an issue with editing saved favorite reports, where sometimes it fails to load the report modal (#2633)
- Fixed an issue with SurveyTrac conditional questions, where certain types of conditional questions were disabled unless "Display unmet conditional questions as disabled" was checked (#2646)
- Fixed Resource Status searching on Resources listing
- Fixed Wildcard searching on Resources listing
- Fixed an issue where timeline items for appointments could be duplicated when multiple documents are associated with an appointment (#2658)
- Fixed an issue with the wording of a timeline item for visits that auto terminated after a certain number of minutes (#2657)
- Fixed search selection searches when the previous search utilized the search form for related records (#2651)
- Fixed an issue with the Center Schedule report if Online Only is selected and Show Location is unchecked (#2660)
- Fixed a schedule loading issue when switching back and forth between account types repeatedly (#2649)
- Fixed an issue with new custom fields not showing on SI Batch Visit entry screen unless all the settings are set (#2661)
- Fixed an issue with Registration Activation by List when the List uses Registration criteria
- Fixed an issue with select found availability blocks (#2662)
- Fixed an issue with the payroll report, where choosing 'Round individual visits first' may calculate time incorrectly (#2664)
[1.3.16] 2024-09-18
Added
- Added section custom fields to the SAGE Referrals by ?? report as additional fields to show (#2631)
- Added ability to specify a lead time needed before a resource reservation can be made (in days, hours minutes) minimum lead time needed
- Added Processed Notes to Referrals listing (#2635)
- Added new SAGE delete referral preference to Group: own, all, none (#2634)
- Success Plan confirmations show instructions on dashboard (#2629)
- Added Resources due Arbitrary to import fields list
- Added more options to SurveyTrac conditional questions (initially hidden or initially grayed-out and inactive, alphanumeric numbering options), reports updated to reflect those adjustments
Changed
- Now showing the Search Appointment Links (QR Codes) subtitle additions when a student scans the QR Code and the code is not shown on dashboard (#2626)
- Activate / deactivate centers now log the change to the audit log record for that center (#1084)
Fixed
- Fixed an issue with announcements linked to student linked to dynamic lists (#2618)
- Fixed an issue with batch assigning success plans and work plans auto-choosing the term code (#2623)
- Fixed an issue with faculty groups that only allow brief student entry not being able to see the list of students in a course when clicking on the course in the dashboard (#2624)
- Fixed an issue with announcements linked to a dynamic query that are blank causing an issue with the dashboard.
- Increased speed of search availabilities query and KIOSK subjects query
- Fixed an issue with saved group searches not being accessible to certain users (#2636)
[1.3.15] 2024-09-04
Added
- Added 'Appointment Has Document' as an additional field to the Students Visits/Appointments by ?? report
- Added Staff Supervisor and Position or Title fields to Staff records
- Added the option for the Work Plans report to select centers, to narrow consultants by linked center(s) (#2600)
- For the Resource Utilization report, added the option to include the email of the student/staff that checked out the resource (#2603)
- Added found record count to students entry -> Visits, Registrations and Assigned Success Plans
- Added Reasons custom fields as additional fields to show for the following reports: Initial Visit, Student Visits/Appointments by ??, Usage Snapshot, and Visits by ?? (#2610)
- Added ability to export Availability listing to CSV file (#2614)
- Added ability to show a calendar icon on Visit Log Listing when visit is linked to a pre-scheduled appointment
- Added ability to show student photo for a staff if staff is linked to a student and the staff photo is non-existent (#2612)
- Added a profile and groups list submenu to the Profile and Groups menus for quicker access to profile and groups entry
Changed
- Prevent save button from being displayed to Students on old appointments
- Adjusted list of staff that shows for assigned supervisor for work plans: now shows all active staff (not just consultants)
- Adjust SI Batch code default expiration date to 4 weeks after the date of the batch visit
- Adjusted immediate cancellation code when an availability is created that overlaps appointments but no center defined (#2608)
- Adjusted timecheck units to reflect required time units
- Sped up the search form for related records by count for Students -> Appointments and Visits.
- Send SMS Button on Log Listing only shows if the student has opted in to receive text alerts
Fixed
- Fixed an issue with search availability QR Codes images not working properly with SAML (#2582)
- Fixed an issue with saving a center causes the center to potentially be added to the group privs multiple times (#2598)
- Fixed an issue with Profile Reason show Active for a specific center or for all centers (#2599)
- Fixed an issue with Search Availability Links via QR Code might not show Subtitle Additions properly (#2607)
- Fixed Recalc these Registrations such that it will recalc all found pages of registration records (not just the current page)
- Fixed an issue with fitness center day pass with auto registration expiration by number of days not working (#2609)
- Fixed an issue with success plan steps not showing the confirmation notification to the consultant
- Fixed an issue with student search
- remove from previous selection when no records found (#2613)
- Fixed an issue with availability listing, certain search fields referenced appointments or visits (#2615)
- Fixed an issue with Q2 Raise Hand not showing profile custom fields (#2616)
[1.3.14] 2024-08-06
Added
- For the Q2 Visits report, added the option so show, and search by, Q2 table name; also added these options to the Visits by ?? report, as well as the option to group by table name (#2547)
- Added another time format for visit information display (#2552)
- Added ability to use a center and staff choice in search availability widgets
- Added ability for Custom Field Headers to be linked to a center (#2562)
- Added non-duplicated availability hours to the Appointments / Visits Utilization Report (#2564)
- Added on option to the Consultant Specialties report to show subject specialties that are linked only to active registrations (#2505)
- Added search options to the favorite reports submenu
- search by title, and/or show only own favorite reports (#2561)
- Added a new system preference for HTML header text for Generic All KIOSKs
- Added internal preference for maximum search availability widgets
- Added the option in the Visits by ?? report to email each consultant their part of the report if grouped by consultant (#2563)
- Added section custom fields to the Visits search category in Additional Search for reports (#2572)
- Added Student Flag icons as an option for the Log Listings and KIOSK Listings (#2575)
- Added an option to the Visits/Appointments Export to also include visits that were modified within the selected date range (this option limits the export to 31 days)
- Added conditional questions to SurveyTrac, that will appear depending on the answer(s) to other question(s) (#2041)
- Added the option to the Resources Listing report to optionally show future reservation information (if one of the reservation additional fields is selected)
- Added Collateral to Resources listing (#2567)
- Added option to allow Resource Returned Confirmations (#2568)
- Added the Appointments/Availabilities by Hour by Day of Week report option to search by reason (#2566)
- Added the option to choose This Week or Last Week for dashboard status charts (#2579)
- Added the Center Schedule report option to show availability notes (#2580)
- Added Section Code as an additional field to show in the Visits by ?? report
- Added ability to specify a student dashboard document prior to upload (#2590)
- Added ability for search appointment link subtitles to have HTML code (#2593)
Changed
- Hide 'Report unable to find an appointment' button until the user has searched for an appointment (#2549)
- Improved report security, based on group settings and user type, per report
- In the Appointments Export csv file, there were two column headers titled 'Status'
- the appointment status header has been changed to 'ApptStatus'
- SAGE Referrals with Roster Annotation enabled will now follow Faculty group permissions (#2588)
- Staff and Student local account lock button is not shown on new records, it is only shown after record is saved (if preference for local lock is set to allowed)
Fixed
- Fixed an issue with work visit restrictions not honoring campus / profile time zone (#2542)
- Fixed an issue where, if the preference to email reports as an attached file is set, some reports were attached with the wrong extension (#2545)
- Added isSchedDuringClass and isSchedDuringClassID to custom data for Appointments
- Fixed an issue with save student records and saving custom field data on newly imported records (#2551)
- Fixed an API linkage between Survey Responses and Students (#2554)
- Fixed ability to find duplicate students by email (#2560)
- Fixed the CSV with Groupings/Totals option in the Visits by ?? report (#2574)
- Fixed an issue with computing the recurring appointments to be sent a cancellation email (when one or more future appointments) (#2584)
- Fixed an issue with computing the recurring dates for twig functionality (when one or more future appointments) (#2583)
- Fixed an issue where during KIOSK logout and the validation fails but a survey has caused the continue button to be hidden, reshow the continue button (#2585)
- Fixed an issue with Concluding an Asynchronous session (#2589)
- Fixed an issue with custom fields not yet set as 'not for consultant' (#2592)
- Fixed an issue with local password reset
- rejected due to strict comparison (#2595)
[1.3.13] 2024-06-21
Added
- Added a group privilege for SysAdmins to ignore required fields
- Added the new Documents report (in the Management category)
- Added student user name as an additional field in the Students Visits/Appointments by ?? report (#2512)
- If the Visits by ?? report is showing a summary view with groupings, total unique students are now included per grouping
- Added Date Entered to additional fields in the Visits by ?? report (#2515)
- Added online to custom KIOSK options (#2521)
- Added the preference option to send a password reset on the student record, or from the login page (#2504)
- Added student user name as an additional field to show in the Visits by ?? and Student Fields reports (#2527)
- Added the preference option to allow a staff to request a password reset email from the login page (#2504)
- Added the SurveyTrac option for an emailed survey link to expire after # days (#2511)
- Added advanced pref for multiple days on search availability
- Added print button to search availability
- Added search avail link twig name override and subtitle
- Added a new option to the Usage Snapshot report, to show tallies on multiple-checkbox visit custom fields (#2531)
- Added Sort by Reason to the Log Listing sort options (#2541)
- Added ability to use barcodes for QRCode Batch Visit logins
Changed
- Enlarged search availability modal
- Student BIO Link prompt adjusted visually so the long URL is not displayed
Fixed
- Fixed an issue with Linked Custom Fields to Centers, not being able to assign it to a particular center (using new interface) (#2509)
- Fixed an issue with the Reasons menu not being sorted by SortCode in Visit Entry (for Quick Visits) (#2510)
- Fixed an issue with send emails to Students having an issue when the staff user does not have a valid email address (#2508)
- Fixed an issue with batch activation and deactivation of Reason specialties in the Profile entry screen
- Prevent stacked availabilities from being hidden when hide unavailable is checked (#2516)
- Fixed an issue with prospective student creation on loglist when enter key is pressed (#2523)
- Fixed sorting on custom field listing (#2520)
- Fixed issue with quotes in section titles when choosing a section for batch visits and group roster add multiple (#2525)
- Fixed an issue with radios choices not saving in repeating groups (#2522)
- Fixed format of message for prevent student booking between times (#2524)
- Fixed a minor issue with auto choosing a reason on login when multiple choices set but only 1 reason available (#2528)
- Fixed a few issues with system and profiles prefs not showing the save button automatically when a change is made (#2526)
- Fixed issue with Resources Listing change field values (#2540)
[1.3.12] 2024-05-28
Added
- Added appointment search to most appointment-related reports, and appointment custom fields to grouping options in the Students Visits/Appointments by ?? report
- Added ability to link Terms and Conditions to Student Lists
- Added ability to set Custom Views to be the default view or the only view for a table
- Added ability for students to upload a photo during confirm bio process
- Added additional checks on Student entry looking for duplicate values in Barcode, ID, Other_ID, and UserName (#2481)
- Added the option for reports Additional Search to search by Student Other Status
- Added LastImportedDT field to the Registration Listing nav search (#2480)
- Added Multi-Data Check for TracFlow task Trigger Conditions
- Added Log Resource KIOSK option
- Added arbitrary return dates to resource checkouts
- Added Resource Image to Log Resource Modal
- Added custom fields to the Appointments Listing power search (#2478)
- Added Resource reservations by date functionality
- Added ability for students to search the resource widget for making reservations for items
- Added Custom fields to the entry and to searching to the Availabilities and Documents tables
- Added Custom field searching to Resources listing
- Added All tables custom fields to be able to be imported
- Added a new json lookup 'availstaff' for looking up staff that are available during a time period
- Custom menu fields may now use JSON lookups and twig code to reference the menu items to be displayed
- Faculty can now see tasks widget and create and assign tasks to their students
- Added the option to upload documents to surveys (Document Upload is a new question type)
- Availabilities have a new option called Stacked Availabilities for cases where a consultant needs to be available in multiple centers at the same time
- Custom Fields may now be grouped together in custom groups.
- Groups may now have repeating values acting as subforms.
Changed
- Added more areas where recomputation of the cached Appointment display occurs when appointments are modified
- Prevent profile pref max number of consecutive appointment value to be 1, 2 is the default and the minimum value for this pref
- Custom fields have been moved to their own listing
- giving more flexibility when working with a larger number of custom fields
- Appointment listings now honor 'own schedule' group preference, save button honors scheduling restrictions for appointments
Fixed
- Fixed the sort capability in the label header for Students listing
- Fixed an issue with 'Search Active Only' not being implemented after searches (#2490)
- Fixed an issue with dragging upwards to create an availability / appointment block on the schedule (#2491)
- Fixed issue with consecutive asynchronous appointments not being blocked by consecutive appointment rules (#2492)
- Fixed an issue with Visit Notes email not using the campus time for email creation (#2494)
- Fixed an issue with auto-assigned incrementing IDs for new students (#2501)
- Fixed an issue with sending a password reset code email (#2503)
[1.3.11] 2024-04-30
Added
- Added database fields in preparation for allowing SAGE SMS notifications
- Added the Resources Listing report
- Added the option to search by profile for the Resource Utilization and Resources Past Due reports
- You may now double-click on the Reason type in the reason picker chooser to choose it
- Added Reports Access to group settings to manage reports permissions (full access, limited access (no additional fields and/or custom fields), or no access, per report)
- Confirm and Reminder emails now have an option to set Reply To as Consultant
- Added Custom Appointment recurring date options
- Added visit time totals for the Visits by Faculty and Subject report (the Show Summary Report option includes these totals)
- Added new group privileges to prevent access to batch visits
- Added Copy Link as an option for public / admin docs
- Added the option to show work visit notes in the payroll report (#2446)
- Added the option to show unattended sessions in the SI Session Listing report
- Added power search options to the Tasks listing (#2472)
- Added selection options to the Tasks Listing (#2472)
- Added more details to the Outstanding Request description in the notifications (#2471)
- For the Survey Responses report, a new additional field has been added to show Days to Respond (#2473)
- Added minutes and hours options to max appointment rules regarding number of appointments in # minutes or # hours
- Adjusted max consecutive appointment rules query (per profile) (#2462)
- Added batch create for Prospect Requests
Changed
- The Load more button on search availabilities is colorized to be more noticeable
- Adjusted the sort order of the Queue Listing (#2466)
- Appointments with multi-slot booking check each duration to determine if the slot duration is available prior to saving the appointment (#2470)
- If the Show Inactive Resources option is checked in resource reports, a column will be added to the report to distinguish active from inactive resources
- Increased the speed of the appointment display on the schedule by pre-computing the display text on appointment save
- Adjusted top and bottom margins for custom fields used as header titles
Fixed
- Fixed an issue with resource being checked out until x days before end of semester when x was left blank (assume 0)
- Fixed an issue with the Send button on mass emails being visible when the subject and content of the email are blank
- Fixed an issue with Asynchronous appointment status of Missed containing extraneous characters (#2467)
- Fixed an issue with Student / Consultant required custom fields on appointments not being required if the tab was not active (#2469)
[1.3.10] 2024-04-16
Added
- Added a new Block Type = Meeting and Added the this meeting to populate the calendar URL for staff
- Added an option for multicheck custom fields to have a maximum number of choices
- Added the bar chart option to the Average Wait Time report (#2427)
- Added some additional options to the Usage Snapshot report, for sorting the data and choosing which data set to chart (#2438)
- Added ability to prevent a staff from logging in to work from off campus if restrictions are imposed (#2436)
- Added ability to expand the consultant work login to use as a Work KIOSK
- Added "Learning Specialists" to "Name for Consultants" options (#2444)
- Added new Prospect Request feature for sending a secure link to a Prospective Student
- Added +7 days to the default timeline on students and staff
- Added Availability Blocks to the list of tables that may be accessed
- Added duplicate staff button to the staff listing for creating new staff records based on existing staff
- Added send 2nd reminder email to the Profile Email preferences
- Added ability to set the due date for a checked out resource to be the end of the active term (minus x days)
- Added Subject Title Faculty as a new display option for courses (#2448)
- Added 'this semester' to the Attendance Listing (#2453)
- Added 'Standard View' as an option to navigate to when viewing a Custom View (#2450)
- Added an option to require consultant on KIOSK Logout of Visit (#2447)
- Added Visits.CustomData/isLoggedDuringClass for work visits when the Staff is linked to a Student
- Added new copy file operation to batch for copying a file from admin-doc to ftp
- Added a group restriction to prevent viewing grades on registration records
- Added reports implementation of the group restriction to prevent viewing grades
- Increased the length of the Location and Online URL fields to handle very large URLs (ie Teams)
- Announcements can now be time-sensitive, DAY (of week) sensitive and Profile dependent
- Added a new global system pref for allowing appointments to be moved over slots that contain missed appointments
- Added Resource as an additional location for Custom Fields to appear
- Added a profile preference to prevent an asynchronous appt message from being composed and appt to be re-opened after the appt is concluded (#2425)
- Added to SurveyTrac multi-checkbox questions the option of setting max number of choices (#2445)
Changed
- Changed the display of System Prefs -> Custom Fields. A Location and Profile menu may be used to filter which fields are shown
- Prevent Availabilities form using Centers or Reasons that a Staff is not linked to (#2439, #2437)
- Added additional options to the Usage Snapshot Report (#2438)
- Prevent Custom KIOSKs from showing in menu when the KIOSK is linked to a center that the user is not allowed to view
- Faculty course list on dash sorts the courses by the active registrations, those with none will appear at bottom in grey text
Fixed
- Fixed an issue with search availabilities from Roster Referral not working (temporary issue #2422, #2424)
- Fixed an issue with Q2 'Bump to top of list' choosing a time too early (#2423)
- Fixed an issue with twig for email address(es) to properly handle line breaks (#2432)
- Fixed an issue with Show these Registrations from Students listing when the shown is is based on a static list (#2442)
- Fixed an issue with SI Batch Visit Entry -> Select All not updating the text that displays the number of selected records
- Fixed the scheduler headers to stay fixed at the top of the page
- Fixed an issue where user needs to overriding adding a student to a roster group (#2454)
- Fixed an issue on Modal Search allowing for custom fields to work properly
- Fixed an issue with duplicating surveys with a question that contains an apostrophe (#2456)
[1.3.9] 2024-03-14
Added
- For the SAGE Referrals by ?? report, added the option, when grouping by assigned consultant, to email each consultant their grouped portion of the report (#2372)
- Added the option in reports to search for 'blankornull' (#2411)
- Added the new Search Appointment Link feature for allowing students quick access to a search for appointments option
- Added a new report to the Students category, Visits by Week by Center (#2209)
- Added new options for text to display when appointment is online or asynchronous (#2416)
- Added new Resource Management tab to System Preferences
Fixed
- Fixed an issue where auto-logged-out visits weren't sending any surveys that were set to be initiated by visit conclusion
- Fixed an issue when sorting visit listings when visit is set to Waiting (#2417)
- Fixed an issue when the KIOSK login time rounds to nearest x minutes, and immediately logging out might create a negative duration (#2414)
- Fixed an issue with Moving Appointments and/or searching for Availabilities when only 1 reason to choose (issue was very brief in appearance)
- Fixed an issue where All Staff blocks that were overridden on a specific day might still block that day (#2418)
- Fixed an issue in Staff Certifications where sorting by name was not available (#2421)
[1.3.8] 2024-03-07
Added
- Allow user to raise Q2 student's hand via Other ID (#2366)
- Added Section.Title override field to allow sections to override the typical Course.Title
- Added a View My Schedule button on the scheduler for Consultants to quickly switch back to their own schedule (#2370)
- Added the Show Summary Report option to the Visits by Faculty and Subject report (#2265)
- Added an option to the Survey Responses report to sort by consultant or student, besides recipient (#2278)
- Added additional security recNums tags to all references to q2Config entry pages
- Added an option to show faculty name/email in the Consultant Specialties by Subject report (#2330)
- Added a new Manual Badge feature that allows Availabilities to be linked to an Availability Badge (#2376)
- Added ability for Custom Fields to be sortable in Custom Views (#2382)
- Added 'semester' button to Search Students modal to quickly fill the dates with current active term dates (#2374)
- Added an option in the Survey Responses report to automatically send an email to each consultant, containing their portion of the report data (#2380)
- Added Terms and Conditions to ResourceTypes that may be initialed and then optionally emailed to the Recipient when the Resource is checked out
- Added a menu option in the faculty listing for sending a survey to the current list of faculty
- If the system preference is set to mark visits that were logged in during a scheduled class time, the Visits by ?? report can now report on that data, as well as the option to only show those visits (#2392)
- Added the Average Wait Time report within the Management section (#1266)
- Added option to add up to 2 custom fields to the Certification listing (#2396)
- Added ability to prevent duplicate certification types from being created (#2394)
- Added certification custom fields to the Consultant Certifications report as additional fields to show (#2395)
- Added hyperlinks to the Asynchronous messages that refer to documents (#2400)
- Added the Survey Response Rate Comparison report (#2243)
- Added the option to group by consultant custom fields in the Visits by ?? report (#2401)
- Added student search fields to the Logins by Hour by Day of Week report, and student and visit search fields to the Attendance by Hour report (#2402)
- Added 'Save and Close' and 'Save and New' to Resources entry (#2405)
- Added ability for faculty to create Success Plans if faculty group is given permission
- Added a new Maximum Appointment rules failure message preference to be displayed to Students Only
- Added a new table access group preference for giving access to the Appointments listing while controlling access to modifications of appointments
Changed
- Auto assign TermID to Visits in Quick Visit save visit (#2368)
- Logging Resources In / Out does not show Inactive items
- Constrained the Listing pages for Visits, Documents, Referrals, Survey Responses, Appointments, Assigned Success Plans when the user's group has a student list constraint
- Added same listing constraints for Custom Views for the same tables
- When duplicating a SurveyTrac survey, the copy is now automatically added to the current user's permission group access (#2379)
- Favorite Reports Management in global Preferences now has broader owner reassignment, especially for favorites created or duplicated by the logged-in sysadmin (#2173)
- When Centers are moved from one profile to another, the linked available Reasons are cleared (#2381)
- Restricting the Visits on the Listing to a Student List now allows work visits not linked to a Student to be shown (#2388)
- Adjusted the Resources screen to utilize two separate listing windows for Resource Types and Resources
- Resource listing now has a selection option with associated menu and also a change field values option
- Students listing has been modified to prevent Faculty from batch assigning Registrations to Students
- Default search for Attendance Listing and Appointments Listing is now 'month'
Fixed
- Fixed issue saving Terminate Visits CC Email (#2365)
- Fixed some of the Find Duplicates fields so they can be expanded after the initial find (#2378)
- Fixed twig tags for Resource Overdue preview (#2387)
- Fixed an issue with twig tags not displaying in Visit Duration Warning Message (#2385)
- Fixed assigning batch certifications after the staff is sorted by center (#2397)
- Fixed an issue with the Registrations by ?? report, to properly show all registrations when 'Show all registrations' is selected (#2404)
- Fixed a rare instance of clicking on a Visit in the LogListing causing Q2Config entry to open up (#2410)
- Fixed an issue with Day Summary on the Schedule not able to allow items to be clickable when Work Visits are shown
- Fixed an issue with custom fields linked to a center not correctly shown in appointment when 'start on new line' is checked (#2413)
- Fixed an issue with Center choices not loading when re-opening a custom field linked to a Center (#2412)
[1.3.7] 2024-01-30
Added
- Show Subject/Course for all students found in Add Multiple to Class Roster option
- Added Term Code to sections list when creating a Quick Visit for a student (#2323)
- Batch assign work plans to Staff (#2327)
- Added ability to edit the query and query params for a Dynamic List (#2319)
- Added an option in the SI Comparison report to show standard deviation for mean final GPA comparisons
- Added an Edit Student button to the Visit Entry page (#2334)
- Added the option to include consultant custom fields in the Visits/Appointments Export, as well as the option to select student visits only, student and work visits, or work visits only, for the visits export (#2321, #2326)
- Added the option to search by pay code in the Consultant Additional Detail Listing payroll report (#2349)
- Added the option to sort by Percentage Completed (high to low, or low to high) in the Success Plans and Work Plans reports (#2346)
- For the SAGE Referrals by ?? report, showing completed actions now includes dates and notes (#2353)
- Added ability for Work Plan emails to go out in the mornings (#2354)
- Added 'Required' option to SAGE Custom Questions
Changed
- Removed Power Search option from Audit log listing (#2322)
- Show in person location on popup information for availability
- Account for Center Specialties when listing subjects for a search availability widget when linked to certain centers (#2318)
- Deactivated Sections that are linked to an Appointment are now visible in Appointment entry menu choice (#2333)
- Adjusted the default template for Success Plans (#2336)
- When the clicking the Appointment.SchedVisitStatusIcon link, the Appointment will be adjusted to attended (#2337)
- Changed the default for loglisting records to 20
- Referrals Listing for Admins now honors the Referrals Types group preference (#2362)
Fixed
- Fixed an issue when attempting to delete a List from Students Listing when the List has an apostrophe in the name (#2325)
- Fixed an issue where Success Plans were not able to be deleted (#2335)
- Fixed an issue with Utilization 'This week' search (#2343)
- Fixed an issue with Faculty being able to view Success Plans in Student entry screen (#2345)
- Fixed a temporary issue with Custom Views not being able to be loaded due to increased security (#2342, #2345)
- Fixed a minor issue with Referrals Assigned menu icon not position correctly if zoomed in (#2356)
- Fixed an issue with CC'ing an address on roster batch send email (#2357)
- Adjusted the position of the menu that appears when the pencil is clicked in a standard linkfield menu object (#2358)
- Adjusted the positioning of the Work Buttons on LogListing automatically after the page loads
- Fixed an issue with Visit Durations allowed to be negative values (#2364)
- Fixed an issue with using the Move To button to move a student's appointment onto a time where that student has a previously cancelled appointment (#2363)
[1.3.6] 2024-01-03
Added
- Added ability to link a Task Trigger Button to specific Group(s) (#2295)
- Added more optional fields to the User Detail report (#2290)
- Added sorting options to the Center Schedule report, as well as the option to show the number of appointments per sorting (#2196)
- Added a report option to Visits by ?? and Students Visits Summary reports to include visit totals by appointment type (Group, 1-on-1, Drop-in) (#2113)
- Added Watch List indicators to group roster (if Appointment Display preference is checked for the Watch List) (#2308)
- Added optional Step Start Date (or Days offset) to Success Plan Steps
- Added the feature to duplicate saved favorite reports (#2104)
Changed
- Batch visits are now tagged with the REQUEST_ID for auditing purposes (#2297)
- Visits entry no longer shows Entered date time when the profile does not track waiting time
- Appointment duration menu choices will be disabled if the time will extend outside the overall availability (#2291)
- Quick Visits and Workshop visit saving will automatically set the EnteredDT field value to the Time In if no EnteredDT information present (#2302)
- Automated reports set to use time frame of Last Week, Last 2 Weeks, Next Week, This Week now use the schedule calendar default start day preference for determining the starting day of the week (#2163)
Fixed
- Fixed an issue with Log Resource button not working for Students with apostrophes in their name on Log Listing (#2299)
- Fixed an issue with show contact info for students on Appointments not showing when Preferred is not the choice (#2298)
- Fixed an issue with Manual Track Flows possibly not processing (#2296)
- Fixed an issue with the Students Visits Center Grid report for showing student pronouns (#2305)
- Fixed an issue with Chained SuccessPlans
[1.3.5] 2023-12-06
Added
- Added Student UserName to SI Batch scan student identifiers (#2247)
- Added more power to the Profile's Max Appointment rules, allowing multiple search values and the ability to search excluding a value (#2255)
- Added blank option for Reason and Consultant choices to Custom KIOSKs
- Added additional sort capabilities to Log Listing (#2267)
- Added ability to link an inactive section to an old visit record (#2272)
- Added Work Plans report (#2193)
- Added ability for Students to Cancel asynchronous appointments (or delete) if within tolerance time
- Added an additional column to the Workshop Roster displaying the student ID column chosen in Student Entry preferences for which ID to show on drop search (#2279)
- Added a SurveyTrac option to prevent responses from being submitted after the survey period is over (#2281)
- Added Student and Consultant satisfaction for Visits as a standard field with group preferences
- Added new custom field type: Radio Icon Option
- Added ability to display custom fields in menus with Values different than the displayed title
- Added new custom field type: Image Menu Field
- Added Ability to Add Notes to Attended and Selected Visit records form the Class Roster modal (#2286)
- Added report option for "Students Visits/Appointments by ??" to show deleted appointments, and the option to apply the report date range to the appointment last-modified date (#2282)
- Added a new option for Students to be auto-registered in a Section based on a List
- Added the option to display consultant custom fields to the Q2 visits report (#2284)
Changed
- SAGE Referral buttons are affixed to bottom of window (#2250)
- Now hide the message on the Q2 Raise hand window saying it's safe to close the window when the location is Q2Remote (#2257)
- Adjusted the appearance of Currently Logged in Consultants (font size larger) (#2269)
- Adjusted the display formatting for student list on batch QR Code display (#2274)
- Adjusted the list of reasons available to a search widget based on the linked centers for the search option widget (#2280)
- Adjusted the Add Notes to... on the Group Roster to show notes fields for linked profile (#2285)
- Adjusted the Add to Roster to choose the active registration record when there are multiple registrations for a student similar subject (#2288)
- Updated Font-Awesome to 6.0, update MUI to latest
Fixed
- Fixed an issue with sometimes saving a referral causes a blank page to appear (#2249)
- Fixed an issue with some Listing Names being displayed improperly in the Student List menus (#2253)
- Fixed an issue with KIOSK QR Code (touchless signin) asking for confirmation of BIO when setting was disabled for KIOSK (#2254)
- Fixed Error 500 when running Logins by Hour by Day of Week with Additional Searches (#2252)
- Fixed a temporary issue with inability to create new Staff records (#2245)
- Fixed the local staff password change success message (#2256)
- Fixed an issue with quotes in consultant name on Q2 Queue (#2260)
- Fixed added server level protection against students attempting to book an appointment after the time has expired (#2261)
- Fixed an issue with Success Plan step computation determining which step is next to complete (#2262)
- Fixed an issue with appointment saving recalculating the linked overlapping availability (#2258)
- Fixed an issue with adding multiple students to a group roster (#2270)
- Fixed an issue with Automated Terminated Visit email not using the preference (#2266)
- Fixed an issue with hiding a specific appointment status on the Student timeline (#2275)
- Fixed an issue with survey responses being able to be submitted after a survey is made inactive (#2281)
- Fixed an issue where the payroll report option of rounding individual visit times first may calculate the wrong total visit time (#2264)
- Fixed an issue with some reports not including locked group availabilities (#2287)
- Fixed an issue with the Success Plans report, where it would fail if there were deleted plan steps (#2293)
[1.3.4] 2023-11-01
Added
- Added Profile badges for search availabilities
- The Optional: In-Person vs Online Appointments report now has the option to include asynchronous appointments (#2212)
- Added a new system preference for hiding the login option from the class roster (#2228)
- Added a new report, Faculty Student Visits, a faculty-only report showing student visits for sections assigned to the logged-in faculty (#2080)
- Added the report option to search by student Other ID in Student Search fields for numerous reports (#2206)
- Added the report option to search by visit reason category in Visit Search fields for numerous reports (#2222)
- Added the report option to group by "Scheduled by" in the Students Visits/Appointments by ?? report (#2192)
- Added student missed as a status for Asynchronous appointments
- Added a new report, Student Fields in the Students category
- Added Flag Pref text to define flag colors
- Added search availability widget option to link to arbitrary number of centers
Changed
- This version finalizes a series of changes and improvements starting with version 1.2 that aimed to enhance performance, reliability, and scalability.
- Trac Database updated to the latest RDS Aurora 3.04
- Engine is fully optimized for PHP 8.2 Preloading and JIT
- PHP Engine tuned for performance and TTFB ("time to first byte")
- Linux Kernel 6+
- 15-35% performance improvement per web request
- 50% more request throughput per server
- up to 25% faster imports
- When there's only one reason choice for a Q2 Table, it will be chosen automatically in the raise hand modal
- Copy the KIOSK Username to the first name field automatically on save (#2227)
Fixed
- Late cancellation status not using "Status for Missed" preference (#2220)
- Editing a course list from within another course list causes the added items to be changed to a blank course list (#2218)
- For the SI Session Listing report, if a visit is connected to an appointment, and the appointment status is then set to Missed, the visit won't be included in the report (#2216)
- Fixed an issue with All Staff reserved blocks blocking other centers during nightly calc missed (#2225)
- Fixed an issue with QR Codes for SI Batch visits requiring an enrolled section when no section defined (#2223)
- Fixed an issue when attempting to add a student to roster, if it fails, it was not showing an error (#2238)
- Fixed an issue when moving an online appointment from one availability to another, new online location set for appointment (#2240)
- Appointment move button now appears when the availability is asynchronous-enabled (but the appointment must be online or in-person) (#2251)
- Fixed a temporary issue with creating new Registration record from Registrations listing (#2244)
[1.3.3] 2023-10-13
Added
- Added a new System Preference that allows the system to mark visits that were logged in during a scheduled class time (#2208)
- Added ability to show watchlist icons on dashboard at the search widgets for those visible to the Appointments (#2213)
Changed
- Changed default templates for Student / Staff confirmation and Student reminder emails
- Adjusted student timeline to show only allowed Surveys (#2214)
Fixed
- When students mark an appointment as Canceled after the grace period, appointment will automatically be marked as Cancel
- Missed (#2211)
- Fixed an issue with Ad Hoc appointments not being able to be saved due to an error saying 'slot already taken' (#2210)
- Prevent system from logging out a student when visit notes edited from dashboard utilization widget (#2217)
- Fixed an issue where a batch QR Code might allow a student to log a visit to a section when non-enrolled in that section (#2215)
[1.2.34] 2023-10-12
Added
- Added new tracking for students that search for an availability and find 0 results (#2178)
- Added new functionality, 'Work Plans' which will allow campuses to track consultant work hours for certification / training tracking.
- Added new functionality for student timeline filtering, added an Emails button (#2186)
- Added new functionality for max appointment rules, 'with Same Profile' (#2185)
- Added the count of processed referrals on the SAGE Referral Snapshot report (#2188)
- Added the currently enrolled status indicator to the Appointments listing as well as a power search field Inactive (#2197)
- Added a warning when the modality of an appointment is changed from how it was saved as well as a warning profile preference.
- Added a message to the sections search when no section found in a batch visit entry (#2198)
- Added Staff Member as a new name for consultants in profile prefs (#2203)
- Added Recurring Dates tag to Appointment Reminder emails also added Recurring Dates Text to confirmation and reminders (#2200)
Changed
- Changed the wording of the max appointment rules entry where it references 'All Students' versus 'The Student' (#2175)
- Adjusted the status assignment for student cancellations of a series of appointments, successive appointment status will be 'CANCELED
- DELETED' (#2195)
- Adjusted the wording for subscribing to a personal calendar via URL to be more generic (removed reference to Outlook)
- Adjusted Log Listing change visit status dialog to only enable the change status button after the consultants have loaded (#2207)
Fixed
- Fixed some minor issues in preparation for new Trac Engine release
- Fixed a potential security issue with document listing being shown on new appointment entry on PHP 8.0+
- Fixed an issue with Custom Views not being accessible (#2180)
- Fixed an issue with Saving student data containing only certain custom fields (#2179)
- Fixed an issue with Q2 QR Codes redirecting to a blank page (#2174)
- Fixes issue with student cancelling appointment with a reason containing '#' not working (#2182)
- Fixed an issue with 'yesterday' being chosen in SAFE referrals listing (#2183) (date format issue)
- Fixed an issue with finding a subject in Quick Visits (#2184)
- Fixed an issue where Visit Notes may appear when group setting is Hide Notes (#2189)
- Fixed an issue with SAGE referral additional questions and answers containing quotes (#2190)
- Fixed an issue with Course List saving and relating to all Faculty, linked to no courses (#2194)
- Adjusted navSearch options in Attendance Listing to discriminate between isWork for Visits and isWork for Reasons (#2191)
- Fixed an issue in SurveyTrac's Notify Results Email, to correctly show the name of the survey taker
- Fixed an issue with utilizing custom searches (#2205)
- Fixed a message that would diplay about modality changes regarding asynchronous appointments (#2202)
- Fixed an issue with Terms and Conditions for Students infinitely looping (#2201)
- Fixed Saving an in-progress work visit caused it to appear in the Log Listing (#2199)
[1.2.32] 2023-09-26
Added
- Added an option for Batch QR Codes to auto enter center notes (#2158)
- Added an option for Batch QR Codes that intersect with existing visit records to auto logout or split the visit (#2159)
- For SAGE module, SAGE reports can now display referral actions (#2161)
- Added a profile option to prevent student scanning a QR Code prior to the code being allowed: no sooner than (#2164)
Changed
- The Move appointment button and dragging appointments will now avoid times where the student is already booked (#2162)
Fixed
- Fixed an issue with dropin SMS reminders always assuming the dropin location is online (#2160)
- Fixed some minor availability movement weirdness when the DAYS doesn't match the new date for the availability (#2095)
- Fixed a SurveyTrac issue where, if a response is connected to a staff and student, make sure to send the response to the recipient based on UID
- Fixed move button for Appointments shown from the TimeLine (#2171)
[1.2.31] 2023-09-22
Added
- Added ability for students to view previously accepted Terms and Conditions (#2121)
- Added ability to add custom fields to SI Batch Visits (#1219)
- Added an option to Hide a Center from Center Choices on Work Visit login (#2129)
- Added ability to add 'with Same Section' to Max Appt Rules (#2133)
- Added Potential Actions to Referral Types and Completed Actions to Referrals (#2125)
- Added toggle show/hide capability (with cookie load default value) to the Q2 Help List and Wait List (#2142)
- Added Reason to Availability blocks on schedule when Reason is assigned to availability (and not subject) (#2134)
- Added ability to link a student to multiple assigned advisors via a student field with multiple values (#1982)
- Added Staff.FirstLast to Staff NavQuery and Students.Full_Name2 to Student NavQuery
- Added ability to hide certain custom fields from the SI Batch Entry
- Added option to Center Schedule report to show appointment status (#2145)
- Added student fields, including custom fields, to the Visits by Assigned Advisor and Student report (#2105)
- Added new option on Watch Lists to enable / disable displaying on KIOSK login / out.
Changed
- Order of Centers listing has been adjusted on KIOSK log in, they are now sorted by Name (#2131)
- Adjusted how online optional slots are computed when the only booked appointment in a group is cancelled (#2036)
- Moved the Assigned Success Plans menu from Other menu to the Other -> Listings... submenu
- Adjusted Resource checkout for always available items (they were never intended to be returned) as auto returned (#2146)
- Adjusted the search availability to exclude availabilities for otherwise booked consultants due to appointments in centers other than the one(s) searched (#2143)
- Adjusted the icon for the Q2 Cancel Table help from the X icon to a trash can icon with more descriptive text in the dialog
Fixed
- Fixed issue with timezone settings causing display of appointment to show correct time but wrong date (#1911)
- Fixed an issue with security being too restrictive on QR Code logout with visit notes (#2128)
- Fixed an issue with TimeLine Documents, clicking on the name would open a blank page (#2130)
- Student Center Visits was not showing today's visit on 'This Week' search (#2135)
- Fixed an issue with downloading some appointment documents (#2136)
- Inactive Success Plans no longer send emails (#2139)
- Fixed an issue with chosen Section not being shown on Referral Types with Annotated Rosters (#2144)
- Q2 Setup menu now fixed in place no matter the scroll (#2141)
- Fixed an issue with appointments overlapping a block for same consultant but in another center (#2153)
- Fixed an issue with work visits linked to a QR Batch Code showing as null (#2151)
- Fixed an issue with Search Availability widget linked to some Student dynamic lists not working
- Fixed an issue with Students with no email address causing announcements to not be drawn on KIOSK for those students
- For SurveyTrac, surveys directed to tutor/advisor/counselor via 'Display during visit entry' going forward, will show student information related to the visit in reports (#2140)
- Fixed an issue with possible consecutive appointments prevention not being honored in certain cases (#2155)
[1.2.30] 2023-09-01
Added
- Added Group Options for Student Entry Tabs 2
- 5 (#2088)
- Added option to exclude inactive students on SI Batch Visit entry search (#2087)
- Added option in Profile Scheduling Prefs to default Max Students value on new availabilities (#2086)
- Added ability to add multiple students to a group roster (#2081)
- Choose a date & center on search availability now constrains the center choices ot the search availability widget prefs (#2097)
- Twig tags are now available in Q2 Instructions email (#2094)
- Added Receive SMS Alerts field to Step 2 of the Import modal (#2093)
- Added a Load Default button to many of the standard emails in profile preferences (#2077)
- Fixed an issue on search availability when choosing the group of services menu reverting to 'All Groups' (#2108)
- Added preference to Q2 configs to confirm the start of a table visit (#2110)
- Added ability to specify the record sequence of a test record when previewing appointment emails, etc. (#2111)
- Added ability for Asynchronous 1 on 1 appointments to be booked
- Added additional modifier 'same consultant' for preventing consecutive appt booking (#711)
- Added custom email options for termination and modification emails (#2115)
- Added Student Confirm Bio and Staff Confirm Bio as Location Options for Custom Automations
- Added automated emails fo batch assignment of Success Plans from Student listing (#2119)
- Added ability to adjust a single day of an availability by creating a day block and a new availability (#1541)
Changed
- The Process Activations button in the Terms preferences is now no longer hidden (#2107)
- When Appointment record saved with No Status (Upcoming), system will unlink from a potentially linked Visit record (#2114)
Fixed
- SAGE Referral followup date displays the date of the followup (no time) (#2098)
- Fixed Saved Searches linked to Custom Views (#2078)
- Fixed an issue Q2 Instructions email having a missing link to Raise Hand (#2109)
- Fixed an issue with 'or' clauses and numeric fields in navSearch, you may not provide quotes to prevent a wildcard character from being added to the search criteria (#2106)
- Fixed issue with charts on students listings not working when the search criteria included Appointments or Registrations (#2099)
- Fixed an issue with reports that used a dynamic list based on a terms search not working (#2112)
- Fixed an issue with Unselect All option in Attendance and Registrations listing not working (#2118)
- Fixed an issue with students not being able to cancel all appointments in a series (#2120)
[1.2.29] 2023-08-11
Added
- Added a range slider question type to surveys (#2021)
- Added a secondary enter your ID label preference for batch visits only (#2038)
- Added a new system preference for consultant work logout prompt for work notes (##2050)
- Added menu pickers for Survey to link to Reasons and Subjects (#374)
- Added option for page inactivity timeouts (#2053)
- Added Last Month option to Utilization widget (#2058)
- Added a new twig function to add a custom CC email address to an email (#2056)
- Added an optional Center field for Terms and Conditions (in addition to the Profile field)
- Added ability to set the calc missed from date to be the start of the current term automatically (#2066)
- Added subject search option to Appointments/Visits Utilization report (#2048)
- Added option in Students Visits Cleanup Data report to only show appointments for the center(s) selected (#2070)
- Added Navigators to list of consultant types (#2073)
- Added a Show All button to Change Consultant modal to ignore linked consultants only list (#2074)
- Added Search by Student ID to Document Listing search (#2075)
- Added subject search option to Appointments/Availabilities by Hour by Day of Week report (#2068)
- Added option to show student pronouns on numerous reports as an additional field to show
- Added an additional search availability widget (6 total)
- Added ability for search availability widgets to be linked to the modality (in-person, online or asynchronous)
- Added ability to add multiple students to a group roster (#2081)
Changed
- Added ability to allow Profile admins to access Success Plans listing when table access prefs privileges granted (#2037)
- When a group appt with optionally by slot online or in-person is deleted, the time slot preference is recalculated (#2036)
- Q2 Log Off button that displays after a QR Code scan for students adjusted to Close with a message saying it's safe to close (#2044)
- Compressed the reasons and recommendations in the Referral Type entry so more items may be shown in a smaller area (#2043)
- Change wording of prevent students / staff booking consecutive appointments to be inline with actual functionality (#2064)
- In-Person Availabilities that have not been booked after the time period expires become dropins, adjusted to allow online availabilities act the same (#2067)
Fixed
- Fixed an issue with server timezone different than center timezone and list of appointments appearing with 24 hour offset from midnight to 1am (#1911)
- Fixed an issue with blank tiles in KIOSK still being clickable to log a student out (#2047)
- Fixed an issue with an apostrophe in a Centers name preventing it from being selected as the default choice in an Appointment entry (#2046)
- Fixed an issue with Availabilities in the future (farther than 25 days) expiring too quickly to a student when the 'No Book Later than' preference is blank (#2045)
- Fixed an issue with Course list items removal using Subject-Course-Section-Term (#2051)
- Fixed an issue with Work Visit filter on Staff timeline not sowing work visits (#2049)
- Fixed an issue with Availability badges being shown for all profiles (#2057)
- Fixed an issue with UTC+1 or more duplicating first day column on a week schedule in the scheduler (#2059)
- Fixed an issue where a user's group does not have edit schedule capability for a center, yet the appointment move button was being shown (#2061)
- Fixed an issue with duration emails exceeding a certain number of minutes still being sent out when option is set to off (#2062)
- Fixed a typo in the description for the search availability preferences
- Fixed an issue with single quotes in Referral Type Reasons and Recommendation names (#2071)
- Adjust sort order on loglisting and queue listing so those waiting longer will appear sooner (#2084)
[1.2.28] 2023-07-11
Added
- Added Center Fund to Visits Export (#1975)
- Added option to show visit details on Success Plans report (#1862)
- Numerous reports can now search sections by Course List (#1977)
- Added static QR code as a Custom KIOSK option in profiles
- Added options to Hide Sage Notes and Additional notes from Faculty only (#1997)
- Added option to include inactive assigned success plans in the success plan report (#2004)
- For SurveyTrac, added the survey option to send via 'Email after # of visits during survey period' (#1855)
- Added options for showing subject and reason while in Q2 Queue Mode (#2022)
- Added twig sidebars for Welcome Messages in System Preferences (#2019)
- Added twig tag options for Surveys (#2016)
- Added preliminary version of TracFlow Automations module for beta testing
- Survey Snapshot report can now display pie charts, bar charts, or line charts of survey answers (#1859)
- Added Visit Time Out to Utilization widget (#2032)
- Usage Snapshot report can now also display bar charts or line charts (#1901)
- Added Preview button for System Preferences colors (#1813)
- Added availability expiration message to Appointment Save for students (#1852)
- Added ability to start and stop an appointment's visit for 1-on-1 appointments from the scheduler (#1726)
Changed
- Dropin notification reminders will not send to student if the availability has been deleted (#1996)
- Moved blank option to top of list in places where blank choice is allowed (#1985)
- Increased the font size of Q2 Login modal (#2006)
- Removed data form appointment
- consultant tab from tml structure (#2017)
- Quick Visit entry: changed timing of loading consultants menu to after centers loaded (#2011)
- Added Q2 Config option for playing a sound when a student raises their hand (#2014)
- Adjusted the formatting of table and staff name on queue listing so table and staff name stay inside their appropriate boxes at larger magnifications (#2014)
- Postpone computation of courselist specialties if courselist is applied to more than 20 consultants or 20 centers (#2025)
- Running the Visits/Appointments export manually with more than one year of data runs the export as a job (#2010)
- Removed redundant 'allow user to manage resources', instead base this on ability to edit Resource Types in table access (#2034)
Fixed
- Fixed an issue with Success Plan emails not opening from Timeline (#1974)
- Fixed an issue with dots in Campus Codes
- Dropin notifications for online availabilities go through the secured URL (#1978)
- Dropin notifications for online availabilities show time in am/pm format (#1978)
- Inactive centers hidden from Work Reason chooser (#1980)
- Fixed change field value on Staff (#1986)
- Allow public doc URLs to be emailed (#1987)
- Fixed Show these faculty from registrations listing (#1988)
- Fixed a method of creating a null visit when a visit has been deleted but a user attempts to make a Q2 request based on the old deleted visit (#1989)
- Fixed an issue when the appointment online enter session rule doesn't have a value for no start later but does have a value for no start before end of appointment (#1990)
- Send Visit Duration Notifications will now use the templates in hte profile preferences (#1995)
- Saving a student list for search availabilities did not work for widgets #3 and #5 (#1999)
- Fixed an issue with KIOSK QRCodes not working due to static QR Codes change (#2007)
- Fixed an issue when adding a student with an apostrophe in name to Workshop Roster (#2012)
- Fixed a refresh issue on Q2 Queue where the list is now updated for every student login or out of the queue center (#2015)
- Hide Inactive Custom KIOSKs from KIOSK menu listing (#2018)
- Confirmation notifications on timelines are now clickable (#2020)
- Fixed and issue with editing System Prefs -> Custom Fields in Chrome browser (#1981)
- Fixed the display of linked Reasons to Centers when the Reason is available for all Profiles (#2033)
- Fixed issue with Referral Listing columns not being sortable (#2035)
[1.2.27] 2023-06-01
Added
- Added multiple change field value fields to Staff listing (#1967)
[1.2.26] 2023-05-30
Added
- Added Asynchronous availabilities for asynchronous appointments
- Added a Duplicate button on the Success Plan entry and the Step Listing for a Plan (#1928)
- Added Change field value for Admins to the SAGE Referrals Listing (#1934)
- For SurveyTrac, preference option in 'Dashboard Charts and Dashboard Surveys' allows hiding the surveys panel from the dashboard if there are no pending surveys
- For the Resource Utilization report, staff that processed the checkout and return have been added (#1930)
- Added Email and Staff Sequence optional fields to User Detail report, and Last Access field is now being updated (#1951)
- Added more optional fields to the User Detail report
- Added a convert appointment to asynchronous button to the appointment entry for staff only for profiles that allow asynchronous profiles
- Added change field values to Staff listing (#1967)
- Added 'Subject CRN' to choices for format to display subject (#1968)
- Added display subject preference using CRN now also causes CRN to be displayed in sections list in batch visit entry
- Added Consultant Fund and Center Fund to the Visits by ?? report, for grouping by or as an additional field (#1975)
- For SurveyTrac, there's a new 'Initiated Via' setting: 'Email after 1st visit per consultant during survey period' (#1857)
- Added option to show visit details on Success Plans report (#1862)
- Added reports option to search by Course List on numerous reports (in Additional Search, Registrations Search section) (#1977)
Changed
- Asynchronous widget will now only appear on dashboard if 1 or more profiles have the preference activated
- Success Plans for students will not be show on student dashboard if the assigned plan is deactivated or the success plan itself is deactivated (#1931)
- Dropped the display of the unused document field 'Follow Up By' (#1929)
- Resource reports allow the option of showing checkout notes
- Adjusted registrations Assignment Grid view to allow searching for Total Points (#1935)
- Use "KIOSK Enter ID label" for Ad Hoc QR Code text (#1932)
Fixed
- Fixed an issue with email templates sometime not being editable (#1924)
- Fixed an issue with max appointment rules and In Person only appointments (#1920)
- Fixed sorting of reasons on dashboard to use the sort code (#1955)
- Fixed an issue with Success Plan Step completed email (#1961)
- Minor security updates (#1956
- #1960)
- When booking a recurring appointment check to prevent double booking on future dates (#1964)
- Fixed a couple typos (#1965, #1966)
- Fixed duplicating a group from profile causing an invalid search bar to appear (#1969)
[1.2.25] 2023-05-02
Added
- Added ability to duplicate courselist items (#1851)
- Added Next and Previous buttons to Student, Staff, Faculty and several other entry page navigation
- Added Custom Notes to availability blocks for internal staff documentation about availability issues (#1921)
- Added "Writing Fellow" to "Name for Consultants" options (#1919)
- AddedCustomizable text on local login screen (#1914)
- Added option to allow Custom Kiosks to display consultant login button (#1909)
Changed
- Surveys Listing Active field is sortable (#1899)
- Students Visits Cleanup Data report now allows changing the visit or appointment consultant (#1867)
- Changes to sort order of sections in a course list (#1918)
- Added a conclude icon to Q2 list of helped (#1917)
- Resources reports now include staff checkouts, with option to sort by staff (#1910)
Fixed
- Fixed issue with saving an availability block when no meeting type chosen (#1998)
- Fixed a log resource issue (#1923)
[1.2.24] 2023-04-17
Added
- Added some special student fields to Student import field assignment process (#1882)
- Added new profile preference for the ability to customize the emails that go out when multiple cancellations / misses cause auto cancellations of appointments
- Added ability to retrieve the Block
- Description as a twig tag in an appointment that was blocked on the schedule
- Added QR Code to Student Confirm BIO on login when email for student is inaccurate or missing (#1866)
Changed
- Removed the unneeded global preference 'Display Receive SMS' (uses Group preference for access) (#1878)
- Moved several profile preferences into a new Advanced Preferences category (#1877)
- New Availability looks activated
- Next and previous navigation buttons on scheduler are now disabled while the calendar data is loading (#1887)
Fixed
- Saving a success plan might duplicate the steps (#1894)
- Ad hoc appointments will allow you to choose In person or online (#1896)
[1.2.23] 2023-04-07
Added
- Added new fields to database to handle built-in asynchronous appointments
- Prepared new interface elements that will in the future display asynchronous appointments
- Added Custom Views to Appointment Listing (#1846)
- Added Section and TermCode to Students -> Attendance Listing (#1843)
- Added indicator badge to scheduler to indicate In-Person availabilities (versus Online) in preparation for asynchronous availabilities in future
- Added checkbox options in Consultant Max Hours and Non-Duplicated Appointment Time report whether to include missed appointments in the report, as well as showing appointment subject, reason, and location
- Search by section schedule Day and Time on Registration listing and Via Student search form
- Added WatchLists to available twig tags
- Added new Group Preference called 'hide Is Work' to hide Is Work button from Quick Visit entry
- Added new Group Preference which prevents 1 on 1's from being displayed as drop in when the scheduling time expires
- Added new preference to search availability widget to prevent similar availabilities from being stacked
- Added ability for admins to modify the linked person for a document
- Added new Profile preference affecting KIOSKs that allows the student to log in to an appointment for a center in the same profile as the KIOSK
- Added a new preference in Appointment scheduling that prevents a visit from being created when entering an online session
- Added a new preference in Appointment scheduling that prevents a visit from being created when marking an appointment as attended
- Added a new preference in Appointment scheduling that prevents a visit from being created when marking an appointment as attended and a visit already exists that surrounds the appointment start
- Added Referrals Listing to the Listings menu and Sorted the Listings by Name
- Added a new report, Optional: In-Person vs Online Appointments (#1453)
- Added confirm Bio search to student Listing (#1864)
- Added Minimum duration option for Visit Steps (#1860)
- Added Birthdate to the list of confirm Bio Student fields (#1865)
- Added a new report, Student Search Availabilities (#1222)
Changed
- Changed: do not show Student Blocked by Time message for Drop In blocks
- Changed: Visits by ?? report and Visits by Faculty and Subject report now allow Faculty Email as an additional field to show (#1870)
Fixed
- Fixed saving issue from Success Plan entry via popup (regular entry was working properly) (#1849)
- Fixed a display issue with Documents Listing (showing inactive when not necessarily inactive) (#1845)
- Fixed an issue with hide DropIns from student per search availability widget
- Fixed typo in second selection deletion prompt (#1871)
- Fixed an issue with saving resources showing a resource no longer checked out (#1874)
- Fixed a script error issue on KIOSK Choose Consultant options (#1844)
[1.2.22] 2023-03-23
Added
- Added Appointments listing to Other->Listings menu (for Admins only)
- Added TimeLineEvents entry screen so the event may be viewed by Admins or deleted by a SysAdmin (#1814)
- Added Survey option to auto-resend survey emails for unanswered responses (once) after # days (and optionally, after that, continually resend every # days). Also an option in Survey, Responses tab to exclude responses from being re-sent. (#1109)
- Added categorization option to the notifications modal and ability to hide a notification from the notification listing (#1815).
- Added ability for Redrock staff when setting up imports to drag and drop to move or copy import batch items from one batch to another.
- Adjusted the borders or the roster list of the class roster modal to make it look more like other listings.
- Added a new SAGE report, Referrals by Student and Appointments/Visits (#1816)
- Added ability to prevent an appointment reminder/confirmation/missed email from being sent if the email body contains: #ACTION:DO NOT SEND#
- Added a remember student option on batch visits to allow multi-logging for the same student (#1838)
- Added a new management report, Consultant Max Hours and Non-Duplicated Appointment Time (#1711)
Changed
- Slots found on search availability grouped (stacked similar) according to time, date, center, type , location... added online (#1825)
- Adjusted AdHoc QR Code to work when drop in availability is linked to a course list (#1827)
- Success Plan entry screens nowshow the name of the success plan in the app bar at the top of the screen (#1831)
- Success Plan email entry: the pop over editor will not activate the full WYSIWYG editor, but clicking on the line to show the full screen version of the email will invoke the WYSIWYG editor (#1830)
- Visits/Appointments Export, in the Number of Days to Export field, another option is a range of days, i.e. 14...7 would export from 14 days ago through 7 days ago. (#1738)
- Staff only sections will not appear on KIOSK login for students (#1836)
Fixed
- Hide inactive custom questions on KIOSK log in / out (#1820)
- Hide inactive Q2 Configs on dashboard (#1819)
- Make Continue button on KIOSK log out keyboard accessible (#1818)
- Surveys marked for Display on Document Posting was causing dashboard to not load for Students (#1821)
- Group staff listing does not need the selection menu option at top of list
- removed (#1824)
- Some Resource checkouts weren't being shown on student timeline due to the change that allows staff to now be able to check out a resource (#1826)
- Fixed word wrapping of checkboxes when the label won't fit in the intended area (#1822)
- Fixed an issue with search availability widget preference to hide profile option not working (#1829)
- Fixed issue where certain students migh see a duplicated announcements on dashboard (#1834)
- Fixed an issue with SAGE notes and additional notes hiding when referral type option checked. Also Custom Questions now says Additional Questions (#1835)
[1.2.21] 2023-03-09
Added
- Added ability to change consultant time check mode to bi-weekly (#1768)
- Added Staff LastFirst and FirstLast fields to power search which allows consultant linking to students (#1784)
- Added new report Appointments/Availabilities by Hour by Day of Week
- Added Center and Profile to Outstanding Appointment requests (#1787)
- Added an option to allow student to choose Other when logging in to a center and there is a prescheduled appointment (#1796)
- Added new system preference to toggle Student Upload documents to their dashboard
- Added new option for profile preference regarding choosing a consultant on login: you can now make the consultant required (Yes, No, Yes Required) (#1809)
Changed
- Adjust time line indicator on scheduler when center chosen and time is not the same as current browser time (#1778)
- Only Redrock developers may now create a system wide announcement to campuses (thank you Billy).
- Allow registration custom fields to be viewed in Visits by ??, Students Visits/Appointments by ?? and Usage Snapshot reports (#1781)
- Registrations by ?? report now allows grouping by Subject/Course/CRN (#1807)
- Reports using Registrations section of Additional Search now includes searching by registration status (#1802)
- Availbility slots will use availability preference for multi-slots when accessed via search availability (#1810)
Fixed
- Fixed an issue with outstanding appt requests
- followed up by person (#1782)
- Fixed a too strict logic issue when determining if a consultant can cancel an appointment from the dashboard (#1785)
- Fixed 'birthdaytoday' phrase search on student listing to additionally honor 'search active' (#1790)
- Fixed issue with student name with back tick (`) causes not able to search for an availability (#1792)
- Fixed surveys sending to tutor/advisor/consultant after student visit, when set with 'Email after visit' and Tutor/Advisor option is checked (#1775)
- Fixed when staff removed from a center the visit entry will now still show the assigned conultant for older visits (#1795)
- Fixed a typo for student document upload button (#1803)
- Fixed an issue with annouuncements not showing on Dashboard (#1801)
- Fixed an issue with visit with First Available originally chosen auto choosing the first consultant on the list (#1805)
- Fixed an issue with search availability showing Profile choices to the Student (#1806)
[1.2.20] 2023-02-27
Added
- Added new Task report
- Added Subject and Course as separate additional fields to show on Visits by ?? report
- Added Watch List indicators to Registrations Listing
- Added Show these Registrations to Students Listing
- Added various minor changes to Success Plans (#1773) including auto assign consultant and edit record link
- Added a notification message if roster appt status could not be changed due to network error (#1780)
Changed
- Modified student & staff timeline items to show light grey background for Extra Detail items
- KIOSK Sort code for staff can now also sort the staff on the scheduler (#1746)
- Added a message to SI batch visits area show the total number of SI Visits created (##1753)
- When adding a new roster appointment, pre-assigned subject and reason are now displayed in the roster item (#1754)
- Only user-allowed task types are now shown in task entry and listing (#1759)
- Added a Notes Required option to profile preference to allow Notes to be required in Visit Entry
- Added a Cancellation Reason required to system preferemces (#1758)
- Adjust privileges for Staff that are not Admins: no deletion of selected records, no merging records and no change field value (#1760)
- Adjusted size of Q2 expander button in Q2 Queue listing
Fixed
- Special Needs customized title now used for availability entry modal
- When student is in a timezone different than profile and campus, local time is now being displayed and enter online session button works (#1747)
- Fixed a typo on dashboard for Referrals (#1748)
- Fixed an issue with Max Appt Rules that use a week start on Sunday (#1749)
- Fixed an issue with DST adjustment
- Filtering scheduler with Location filtering and Hide Unavailable now work together (#1756)
- Reasons shown to Staff only are now hidden on KIOSK signin (#1770)
- Fixed weird issue with clicking on watch list name on dashboard (#1771)
- Fixed a location and online issue when moving appointments from one availability to another (#1769)
- Fixed a time zone issue with appointment notifications when appointment time is different from campus time (#1779)
[1.2.19] 2023-02-09
Added
- Added Recompute time for watch lists in the Preferences (#1717)
- Allow dragging of twig fields for batch emails (#1716)
- Added ability to choose selected item from group roster to send visit notes, surveys, and emails
- Entering term 'birthdaytoday' in student nav search shows students with a birthday today
- Profiles can now block student appointment booking between two times (ie 10pm and 4am)
- Added 'Consultant Max Hours' as an additional field to show on the Students Visits/Appointments by ?? report (#1705)
- Added twig to Survey 'Notify results to emails' setting, so each survey recipient can receive their Notify Results email (#1695)
- Added Students Visits Center Grid report (#1714)
- Added option to send quiz to students from group appointment/roster
- Added survey sent via "Email after 1st visit per subject during survey period" option (#1342)
- Added links to edit visit records in Students Visits Cleanup report (#1494)
- Added new cookie for controlling if Extra Detail will be automatically checked (#1742)
- Watch List students on dashboard now have their associated color indicators next to the title
Changed
- Prevent Switch to account option from switching to an inactive account (#1718)
- When editing custom fields of an appointment, show Save button as soon as any key is entered in the custom field (#1721)
- Added duration check after batch duration amount entered to prevent badly formatted durations (#1723)
- Custom missed appointment statuses are now honored in student appointment timeline extra detail
- Work visits do not require subject (overrides profile preference for requiring subjects)
- Display appointment's local time when browser time does not match center's appointment time (#1737, #1740)
- Adjusted FTE option to specify students with exactly # / # or more / # or fewer hours/visits for Visits by ?? and Students Visits Summary reports (#1598)
- Moved Profile Pay Basis settings to general Preferences, Payroll section; added link to Work Types listing (#1679)
Fixed
- Fixed a typo on Group permissions 'this controls which centers the user...' (#1719)
- Fixed SAGE Emails were dropped from timeline due to null category, they are back (#1720)
- Fixed reports query using Students On List option for dynamic lists (#1715)
- Prevent a quiz from being changed back to a normal survey once a response has been recorded (#1741)
- Show unique students per grouping if one of the groupings is Student (#1632)
- Fixed issue with consultant reason specialties selection menu not always loading (#1739)
[1.2.18] 2023-01-07
Added
- Custom KIOSKs now can have a course list attached (#1689)
- Add staff display entry link to day summary dialog for a staff record
- Added Tip of the week menu and tip of the week notification
- Added ability for students to filter the Center Visits widget by Center and Subject (#1708)
Changed
- Changed student timeline so emails related to Visit, Success Plans, Appointments, Resource are grouped accordingly and shown when extra detail is checked
Fixed
- Printing Student Center Visits from dashboard now prints all pages of the students visits (#1707)
[1.2.17] 2022-12-26
Added
- New Module: Student Success Plans (#1677)
- Added ability to share a course list item with other selected course lists (#1681)
- Added additional overall attendance chart to student attendance (#1514)
- Added additional Import process to activate solely based on dates from and to (#1674)
- Added The ability to set a default 'Override From Address' choice in email prompt (#1675)
Changed
- Changed wording in Staff Entry of Primary Center to Default Center (#1680)
- Expand 'User Detail' report functionality (#1460)
- Q2 Custom Field requirement changes (#1684)
Fixed
- Custom Fields that are required when displayed on Q2 Raise Hand will now honor required attribute (#1684)
- When a Course List has no items, recalculation of course list will gneerate a list of no items (#1487, #1683)
- Fixed a typos in Saved Searches modal (#1685)
- Allow Registration Listing Custom Fields to be reset to blank value (#1682)
- Fixed an issue when sending batch emails from student listing, Chrome browser for windows didn't always get the last selection of records (#1582)
[1.2.16] 2022-12-12
Added
- A searchable Usage column added to the CourseLIst listing
- Opacity of Reserved Blocks adjusted so visibility of covered items increased
- Allow checkouts of resources to Staff (#527)
- Added Staff Only option for Reasons (#1665)
- Added Barcode field to batch visit scans (#1672)
- New import process to activate registrations based on date and withdraw codes only (#1674)
Fixed
- Resource Check In/Out Button On Log Listing Not Working (#1660)
- Issue with wild cards in power searches for custom fields (#1659)
- Unrerve Resource button not showing (#1662)
- Update staff.studentid field when staff user name is changed in staff record (for linking student to staff) (#1668)
- Students name not appearing on check out history tab of Resource (#1671)
[1.2.15] 2022-12-03
Added
- Added Custom Automation scripts to various specific locations (#1607)
- Added Terms and Conditions Reponses tab to Terms and Conditions Entry (#1636)
- Drop down menu support in Custom Views for fields with choices and are editable (#999)
- Sort Lists alphabetically on report picker (#1640)
- Added activation deactivation of Lists in Custom List entry (#1641)
- Lists menu is now searchable
- Max Appointment rule additional message now allows twig processing (#1646)
- Added ability to search registrations based on a course list
- Added Reponses to Terms and Conditions entry with Term and Subject listed (#1651)
- Added Time Check option for required hours per Month (instead of Week)
- Added keyboard acessibility to Q2 Table interface (#1634)
- Added Fund Codes prefs to the Pay Codes area in order to predefine fund codes
- Add ability to group Lists on the menus by using :: (double colons) to separate group name and menu name
Changed
- Year is always shown on dates of visits in the attendance listing (#1638)
- Moved general list options menu choices to top of List menu (#1639)
- Changed wording of max appt rule display when status searched is blank (#1645)
- New Availabilities will default to profile preferences for multi-slot times (#1647)
- Dropped 'View Student Info Tab on Visits' preference, now automatically uses Table Access setting from Group prefs (#1655)
Fixed
- Fixed a typo on special needs instructions (#1648)
- Fixed a typos on Search availability instructions (#1653)
- Fixes an issue with saving blank reason on Availability Badges (#1652)
[1.2.14] 2022-11-22
Fixed
- Fixed an issue on swift email attachments for iCal REQUEST vs CANCEL (#1594 again)
- Fixed an issue with SI Batch scans confirmation message (#1613)
- Fixed an issue with Batch Scans -> ID and Other ID (#1626)
- Fixed an issue whith student search when trying to find Active Students WITHOUT an active Registration (#1627)
- Fixed an issue with Q2 Table Visit straddling midnight (#1624)
- Fixed issue with Course and Section menu on Workshop entry (#1617)
- Fixed an issue when printing a survey or quiz with text overlapping (#1625)
- Fixed an issue with Workshop attendance creating a visit (#1629)
- Fixed an issue when Chrome language set to Korean, not being able to conclude a Q2 Table Visit (#1633)
Changed
- Removed Consultant name from Q2 Hand Raised on kiosk and log list fields (#1612)
- Dropped 'Include Wait Time' preference (not being used) (#1621)
- Added ability to search by workshop name in workshop listing (#1616)
- Added pagination to Enroll Students listing in Workshop Listing (#1614)
- When moving an appointment, dropins no longer appear as an option (#1615)
- When generating attendance for a section, inactive sections are now hidden (#1631)
Added
- Added a group preference for preventing password editing of student and staff (#1605)
- Allow multi-check questions for Quizzes
- Surveys and Quizzes show on timeline under Surveys
- Ability to display a Quiz on Assignments tab of Registrations entry
- Surveys, Staff, Students, Faculty, Visits now show message when a change has been made and user wants to close the page (#1608)
- Report That Only Shows Availabilities That Are Not Booked (#1537)
- Added new log list field for showing currently request Q2 subject (#1609)
- Added QR Code for KIOSKs showing for all profiles (and Work Visit login) (#1610)
- Added new Twig tag for Document Posted By Name (#1622)
- Added a cancel button to Terms and Conditions modal (#1628)
- Added ability to force a custom field to display starting on a new line (#1618)
- Added ability to enroll a student into a workshop via ID, Other ID and Barcode (#1630)
- Added Custom Fields to Q2 List and Q2 Raise Hand modal (#144)
[1.2.13] 2022-11-10
Fixed
- Prevent confirmation emails for cancelled/deleted appointments when availability is changed
- Fixed list sorting for several fields on several listings
- Prevent student double booking on group roster
- Prevent user from adjusting visit's status changes multiple times in a row (via double and triple click)
- Marking an appointment as logged in from the dashboard now adjusts the appointment status automatically
- Fixed an issue with appointment missed status being set to the custom student missed status
- Fixed an issue with change field value record selection (auto checks against previous search)
- Fixed an issue with certain reserve blocks being ignored on search availability (#1606)
- Courselists for centers properly utilized for subject choices on appointment entry
- Added REQUEST=CANCEL method for email attachment for cancelled appintments (#1594)
- if appt changed and confirmation already sent, resend confirmation.
Changed
- Center is required on Quick Visits
- Adjusted the spacing around the Q2 Raise hand button on log listing
- Added date checks to availability blocks when adjusting from and to dates
- Q2 Conclude visit now adjusts to server time for q2 table visits
- Addjusted iCal appointment attachments to be system timezone independant
- Allow person to change online or in-person on group when only 1 person enrolled so far
Added
- Consultant time check now uses a preference that controls how many weeks to display on time check
- Allow faculty to view 'own visit' on student entry
- Allow location and subject course to be searched on visit log listing
- Added a new login to center area on Q2 Queue List
- Added new preference for controlling how many consecutive appointments allowed
- Added a grace period for cancelling a newly created appointment without penalty
- Allow blank as a choices for faculty on section entry
- Added menu for filtering referral types on dashboard referrals widget
- Added Process Specialties button to Terms area of system preferences
- Added new feature to Q2 Configs widget showing hands of students that need help that the current user may help
[1.2.12] 2022-11-8
Added
- Added PGP encryption to FTP files uploaded for import
[1.2.11] 2022-10-27
Fixed
- Preserve online url for group roster appointments
- Fixed issue with Q2 hand raised modal not closing
- Fixed log list refresh for Queue listing
Changed
- Don't show custom fields to consultant on a KIOSK log in / out
- Added a preference to hide the number of slots found message on searc availability
- Prevent certain student fields from being searchable when user can only access brief view of student
- Make sure a concluded visit has the time in field set
- Visit entry requires Center, Reason, Subject and Consultant
- Multiple cancellations and misses now have an adjustable tolerance value for auto-cancelling future appointmenmts
- Followed up referrals nbow show as entries on timeline
- Additional security to prevent user from viewing referral when they do not have access to that referral type
- Allow a previously cancelled student to be added to a roster appointment
- Show attached fiels on mail queue item
Added
- Added a confirmation on rosters whena changing an appointment to missed or cancelled
- Added barcode field to Q2 list search
- Added a paperclip icon to timeline to indicated attached documents for appointment and vsiit records
- Added a profile preference to control reminder alarm for iCal attachments
[1.2.10] 2022-10-17
Fixed
- Fixed an issue with Group Roster subject not displaying correctly (#1491)
- Prevent double click on log out of visit when survey is displayed (#1492)
- Fixed iCal appointment uses profile time zone (#1493)
- Fixed multiple issues with scheduler on iOS (#1473)
- Fixed Override and Send option on SAGE referral (#1504)
- Fixed an issue with work visits in time zones not matching campus time zone (#1507)
Changed
- Added pagination to the student list for resource checkouts (#1511)
Added
- Added Q2 Consultant Alias to list of KIOSK fields (#1499)
- Added a blank subject option in edit visit entry (#1495)
- Added sent notifications to student timeline (#1508)
[1.2.9] 2022-10-03
Added
- Added new ReasonsAndLabels and RecommendaitionsAndLabels tags for SAGE Emails (#1444)
- New prevent double booking procedure for 2 students clicking to book at the exact same time (#1439)
- New functionality to allow availability blocks for a single staff to be for all centers
- Added Consultant Alias to Kiosk Field choices
- New profile preference for CANCEL
- MISSED (#1456)
- Added batch staff notifications and document uploads
- Added Export to CSV for staff listing
- Allow termination of work visits at night (#1462)
- When cancelling multiple appointments in a row, cancellation 'auto cancel' email will go out to student and consultant including iCal (#1463)
- Added a preference for batch imports to email campus IT on success (#1476)
- Added a Terminate Visits Now button to profile entry preferences so profile admin can manually terminate all open visits.
- Added a Q2 Configuration option for requiring a table when raising hand (#1484)
- Batch scans that fail now show on scan results (#1483)
Fixed
- Ability to move availability from one day to another (#1445)
- Fixed Export to CSV for Assignment Grid (#1447)
- Fixed an issue with time entry for time between 12:00 am and 12:59 am (#1449)
- Fixed issue with batch referrals for faculty not working if too many (#1451)
- Prevent double click on roster log visit (#1452)
- Fixed require reason for Q2 Hand Raise (#1455)
- Fixed an issue with search availability not ignoring custom delete statuses
- Prevent double clicking on batch save referrals (#1461)
- Nightly missed appointment process uses student missed preference (#1471)
- Assignment grid sorting
- force numeric fields to sort numerically (#1474)
- Fixed an issue with workshop attendance where the student is not enrolled in the course we are linking the attendance to (#1479)
- Fixed a display issue for faculty linked to a class that has a badly formatted time for the class schedule (#1482)
- Fixed an issue with marking a workshop as attended sometimes temporarily showing other students in the workshop roster (#1479)
[1.2.8] 2022-09-28
Added
- Added Online as a field option for searching visits (#1429)
- Added new capability to FTP REMOVE import process, allow remove multiple files (#1433)
- Added new Q2 Config preference to keep a Q2 Remote center visit logged in and remain on log listing
Fixed
- Fixed an issue with signature fields negatively interacting with fields near by (#1426)
- Fixed an issue with wait status change functionality not working with advising centers (#1425)
- Fixed problem displaying the custom location on batch visits editing (#1428)
- Fixed an issue with batch emails to Faculty and Staff not using the new check system (#1431)
- Fixed an issue with Q2Remote table visits not being marked as online (#1432)
[1.2.7] 2022-09-19
Added
- New search availability rules and badges
- New Twig Text item on KIOSKs and Log Listings for customized text with tags
- New search field on scheduler staff menu (#1397)
- New Search Avail Query counter for students
- Added Appt Search items to Student Timeline (extra detail appointment items)
- Added new permission to groups for allowing view schedule but not edit anything (#1395)
- Added a print button to student center visits widget (#1393)
- Student tags side bar to email templates and batch student emails (#1379)
- Added new system preference for sticky start and sticky duration (#1405)
- Added color picker for availability badges (#1407)
- Added to Q2 Feature for showing Q2 Table visits on log listing (#1329)
- Added ability to choose a requested consultant for a q2 table visit (#1329 also)
- Added consultant name requested in Q2 Queue. Icon flashes if consultant user is the same consultant as requested
- Log out a visit now has a confirmation modal (#1413)
- Wait status not reset when wait status not used when changing the consultant from one staff to another in log listing (#1414)
- When logging out a visit, if no location present, it will use the consultant's location automatically (#1416)
- Added a new tag for logging a student in and out of their appointment on the staff main menu (#1368 again)
- Added Sort Code to Reason entry (#1419)
- Added Q2 Config option for only choosing consultants that are logged in for visits (#1423)
- Added additional capability for logging a student into an appointment from consultant main menu (#1368 again)
- Added Reason Sort Code to Reason entry (#1419)
- Added a confirmation for signing a student out on KIOSK view (#1413)
Changed
- Changed title of student cancellation reasons (#1399)
- Center status widget now filters out work visits (#1388)
- Adjust phrasing of drop-in reminders 'This is not an appointment' (#1378)
- When booking a recurring appointment, the system now checks the future subjects for any subject conflicts (#1404)
- When booking an appointment and required fields fails verification, save button now re-enabled immediately (#1415)
- An error message will now show when student attempts to raise their hand in a queue center for which they are not currently logged in to (#1376)
- Changed edit availability button on appointment entry closes appointment (#1418)
- Changed how choose consultant works in tutoring center
- no reset wait time (#1414)
- When a student attempts to remote sign-in for q2 but hasn't signed in to main center
- show an error message (#1376)
Fixed
- Fixed Work Visits log time, now based on profile's time zone (#1383)
- Fixed show text email button for SAGE referral testing (#1398)
- Fixed This Semester Visits not filtering properly for student center visits (#1392)
- Filter out carriage returns in Starfish export (#1370)
- Fixed Searching for Active Faculty Incorrectly Displays Inactive Status (#1389)
- If an availability is longer than your max appt limit, booking an appointment for that time slot causes duration to not match time (#1387)
- Fixed very poor network conditions and pressing 'Confirm' multiple times sometimes can allow students to book duplicate appointments (#1384)
- Fixed Students Can Book Two Or More Group Appointments At The Same Time With Different Consultants (#1381)
- Fixed scrolling issue on appointment entry after the center info dialog shown (#1380)
- Fixed searching by faculty name on sections listing (#1382)
- Fixed Students' Center Visits widget
- "This Month" seems to show "This Semester" data (#1374)
- Fixed Batch Visits using wildcard subject could create a visit for an inactive registration (#1408)
- Fixed an error when saving a favorite Payroll report (#1411)
- Fixed on issue with QR Code KIOSK logins (#1422)
- Fixed default sticky drag minutes (#1424)
- Fixed location on log-in being set for drop-ins (#1416)
[1.2.6] 2022-09-14
Added
- Added New process for faculty activations based on registrations active
- Added more messaging for unsupported file upload doc types, added multiple new document types allowed (#1354)
- Send auto cancellation email for multiple misses or multiple cancellations (#1361)
- Added preference to not show avail split warning, no new profile creation unless redrock user (#1363)
- Added new preference for instructions on how to fill out an unable to find an appointment report
- Added Power Search option to search faculty by inactive / active (#1372)
- Added ability to log in and out the students from the group roster
- Added default appointment view (day or week) for dashboard for either students or consultants
Changed
- Imports opened up to system admins
- Logging into to center and out of center allow tabbing to buttons (#1355)
- Moving appt modifies the appointment schedModBy field now (#1364)
Fixed
- Fixed Issue with Move to button when Online location is stored in Location field
- Fixed Don't hide those that have hand raised and are filtered. (#1347)
- Fixed Work indicator doesn't appear when no log in reasons (#1346)
- Fixed Prevent double click on avail entry save (#1353)
- Adjusted TinyMCE to not convert urls (#1351)
- Update course lists for courses that are linked to availabilities during the process specialties process (#1349)
- Fixed power searches with custom fields and faculty main menu course list search (#1358, #1359)
- Drop-in 'enter online session here' link now contains the reason and section (#1360)
- Do not let cancelled appointments on 1-on-1 slots determine the subject for that block
- Duration not showing similar start end duration time on appointment (#1362)
- It's not possible to remove an email attachment after uploading (#1356)
- Fixed an issue with the student center visits query for this month (#1374)
- Fixed Max appointment rules for 1-on-1s do not apply to appointments not linked to an availability (#1366)
- Notifications Do Not Adjust to local browser time zone (#1365)
- Fixed an issue with move an appointment over another appointment that is not linked to an availability (#1367)
[1.2.5] 2022-09-07
Added
- Add Staff fields to custom view for visits (#1333)
- Added indexed to Appointments RecurID, StartDT, Status (query speed improvement 10x)
- New preference added for limited consultant choices for logged in to work in same center (#1340)
- Additional explanation for cancel
- missed (#1341)
- Warn user when saving a visit without an entered date and time
- Allow sys admins access to temp import directory
Changed
- Allow barcode as login to the SI QR code
- Allow QR SI Login using user name
Fixed
- Latest trac, show small navbar menu at less than 1068 pixels
- Search availability instructions for option 4 and 5 were not being displayed properly (#1336)
- Survey apostrophe issue (#1337, #1338)
- Send email attachments to roster fixed, moving an appointment change online location (#525 again, #1344)
- Fixed a grammar issue (#1345)
[1.2.4] 2022-09-02
Added
- Visit / Appointment export has option to include work visits
- Added new ability to override SMS address for certain cell users
- Info logging added to import process, also added new campus functions to override imported data if needed
- Added a custom message for max appt rules failure
Changed
- Changed default system requirements for local password number of characters for uppercase and lowercase character requirements
- Changed interval time for Q2 remote checking for help link (adjusted interval to longer duration)
- Improvement made to Visit query for finding related registration or section (speed improvement increase by 10 times)
- Only SysAdmins can lock local accounts
- Course lists with related course lists no longer editable
- Removed cancelled and deleted appointments from center status summary
- Cancelled appointments in a group recurring will be used to determine subject if not other appointment present to determine the group's subject
- Update trac to use new table collation
Fixed
- Fixed Q2 Logoff button (not always available)
- Fixed issue on calendar where sometimes chosen consultant would be forgotten
- If Hide ID chosen on user's group, don't show ID on student pickers
- Fixed MaxHours computation in Max Appointment rules for group appointments
- QR code expiration computation fixed
- Fixed issue of overlapping work visits
- Adjustment to appointment save to keep button deactivated until save concluded
- Prevent spam click on log out of center
- Minor fix for Students Visit Summary report
[1.2.3] 2022-08-25
Added
- Added new special needs to preferences for linking special needs to student lists
- Added Create Visit on Staff entry (#1294)
- Added host and process id to database import statuses
- Added HTML support in Search Availability Instructions (#1304)
- Added a new system preference to allow students to choose a cancellation reason when cancelling an appointment
- Added a new system preference for search availability widgets to hide the menu 'First Available or Choose Date and Center
Changed
- Updated TinyMCE to 4.9.11, jQuery to 3.6.0, Bootstrap 3.4.1, FontAwesom 5.15
- Changed method for ViewSchedule centers for group preference controlling access to search avail widget
- Saving a Quick Visit without a duration will now warn the user
- Clicking on the wait status will now by default show the consultant's name as the first choice if the user is logged in as a consultant
- Profile Entry -> Consultants will now show consultants linked to other profiles as italics
Fixed
- Fixed spelling mistake in "Save And Split Into Separate Availabilities (not typically recommended)" (#1297)
- Fixed issue when availability is an odd length compared to the increment value (#1300)
[1.2.2] 2022-08-19
Changed
- Watch list hide email hide phone group prefs are now honored (#1288)
- Don't show timeline tab on a new record when tab cookie says to show timeline tab (#1289)
[1.2.0] 2022-08-19
Changed
- Removed a duplicated struct update
[1.1.8] 2022-08-16
Added
- Added Account lock and unlock interface when using local accounts
- Added preference to control wording of enter online appointment link (#1279)
- Added lockout when bad passwords entered multiple times (#955)
Changed
- Increased size of faculty salutation field
- There are no upcoming classes / appointments wording changed by dropping the word classes (#1280)
- Student/Consultant tabs auto disappear in appointment records if no custom fields are available (#1281)
- Change label of profile prefs, 'CC Center' to 'CC Profile' (1287)
Fixed
- Fixed log out page for SAML
- Fixed location choices based on profile for staff entry (#1278)
- Fixed line breaks in preview for consultant schedule reminder emails (#1230 again)
- Fixed Save notification upon saving visit notes to coach (#1282)
- Fixed an issues with new appointments overlapping a block, reject new appointment before saving (#1286)
- Booking appointment that intersects with previous block should reject the appointment (#1286)
[1.1.7] 2022-08-15
Changed
- Search availability widget only displayed if the group is associated with a profile associated with a center listed in viewCenterSchedules group pref
- Appointment.DisplayTime now has a raw tag included automatically (#1276)
Fixed
- Fixed issue with reason choice on KIOSK not updating list of consultants for that reason (#1273)
- Fixed handling uploaded documents with periods in filename (not indicating the extension)
- Fixed Course Lists showing sections listing when including staff course lists (#1258)
[1.1.6] 2022-08-04
Added
- Added ability to control display of prompts on the Search Availability choose Date, Profile and Center modal
- The ability to group by faculty name in Visits by ?? report (#1242)
- Added navsearch by student ID to the attendance listing (#1251)
- Added new group pref for staff viewing work visits (#1243)
- Added option to show or hide work visits on dashboard utilization (if they have access to work visits) (#1244)
- Added option to enter Work Visit notes on log out of work session (#1245)
- Added In-Person label to search availability results when availability is In-Person (#1255)
- Added option to choose a blank subject in batch visit entry modal (#1257)
- Added new global preference that turns 1 on 1 availabilities into in person availabilities if the time period for allowing students to book has expired (#32)
- Added new preference for Q2 Configs to lock the student email address for sending the table help instructions
- Added a weekly and daily chart of visits to Center Usage widget
- Added Trainers to consultant names (#1271)
- Added Accum Hours to Student power search (#1265)
- Added raw attribute to Appointment.DisplayTime tag (#1276)
Fixed
- Speed up auto scroll animation in search preferences interface (#1249)
- Fixed Student log out resource buttons not fully clickable (#569 again)
- Fix title of Date/Time field in Workshop entry (#1246)
- Dashboard charts preferences, save button stays visible after clicking (#1248)
- Change label and display type of custom # choices for login choices (#1250)
- Fixed opening an entry for a layout that had a previous tab that is no longer existent (#1261)
- Fixed 'Find first immediately' when default date is other than today (#1259)
- Fixed Student chart issues and added 'Age' as a grouping field for charts (#1260)
- Fixed 'enter online session' button not working when local time zone different than server time (#1196)
- Fixed nav search issue with % wildcard followed by digits (#1263)
- Fixed problems with periods in filenames (#1271)
- Fixed Student timeline all since option when student record created is after first visit for that student (#1268)
- Fixed minor issue with Calendar URL for students not showing (#1264)
- Fixed scrolling issue after choosing reason category in appointment entry (#1269)
- Fixed issue with creating new student bringing up blank page (#1272)
[1.1.5] 2022-07-26
Added
- Log when students search for availabilities, process after the fact if the appointment was ever booked (#1203)
- Added a popover title showing the query used for Lists in preferences
- Added new preference for preserving the original physical location on visits even when marked online
- Added indicator to the schedule that shows breaks in availabilities (#1201)
- Added Referral.CreatedDT tag to SAGE tags (#1233)
- Ability to set the week start day for max appointment rules involving weeks (#1132)
Changed
- Cleaned up the look of Lookup Values listing, added navQuery fields and power search fields. (#1220)
- Added Log List refresh back to log listing using the profiles log list refresh settings (#1215)
- Simplified the code for search avail widgets and added 2 more widget groups for a total of 5 options.
- Removed ability to use & character in Table names and locations for Q2 Remote (#1227)
- Showing consultant alias instead of name for consultant center visits (#1229)
- Added preference to control title of 'All Groups' menu in search availability options (#1232)
Fixed
- Save and split availabilities with complex fractions of time (#1216)
- Fixed Previews of emails to show line breaks (#1230)
- Fixed search availability title on search dialog (#1231)
- Fixed various issues with Workshops entry (#1235)
- Changing Appointment Display text to defaults was not showing the Save button (#1237)
- Fixed name of a search availability widget disappears after you click search (#1238)
- Fixed scrolling of day summary with large amount of data (#1178)
- Fixed an Issue with deleting Custom KIOSKs in the Profile Entry (#943 reopened)
- Removed duplicate power search terms from the nav search menu in Attendance Listing (#1241)
- Prevent students from booking appointments where date time has already occurred (#1124)
[1.1.4] 2022-07-20
Added
- Added ability for faculty to schedule appointments from dashboard when SAGE is active
- Appointment duration twig tag added (#1195)
- Added staff sequence searches (#1190)
- Added Custom Staff and Student Edit BIO button label (#1189)
- Added Save and split preference and renamed save and split button (#1202)
- Preference for setting default date option for search availability (#1187)
Changed
- Group prefs for save own visits now honored by batch QR code visit creation (#1188)
- Change the verbiage of the single sign in log out for KIOSKs
- Batch selection delete visits now honors group preference for deleting visits (#1183)
- When Q2 config name is changed, all names in all Q2tableaccess that uses that Q2 config (#1193)
- Hide the x on an appointment entry when not inside a modal dialog (#1177)
- Batch Changing field values for receive text alerts fixed, Custom label for report unable to find appointment, search Visits by full name (#1204) (#1200)
- Change wording of allow user to view student contact field on schedule (#1206)
- Don't match fields if already have been assigned any (#1180)
- Only show save button on profile when contact actually changed
- Visit entry centers pulldown menu needs to view Centers group preference (#1212)
- Log listing button labels are now clickable
- Added local account password rules, allow for lockouts, resetting password honors rules, resetting password unlocks account
Fixed
- Staff record custom fields were not saving (#1184)
- Fixed duplicated nav query fields for term sequence in registration listing (#1181)
- Clicking next day on dashboard schedule was moving a week forward (#1192)
- When moving imported field from one column to another, need to store the old line as blank (#1175)
- Logout button on Attendance listing fixed, cannot search resource students on schedule (#1290) (#1207)
- Changing time zones on profile entry doesn't show save button, allow blank time zone (#1198) (#1197)
- Fixed an issue with KIOSKs and log listings
- Q2Remote link on student search availability link not working (#1218)
[1.1.3] 2022-07-07
Fixed
- Fixed an issue with Custom Lists
- Fixed assignment of UUID to staff records
[1.1.2] 2022-06-24
Changed
- If the scheduler date is today, the today button is highlighted (#1157)
Fixed
- Fixed job server issue
- Fixed students seeing cancellation on dashboard but not seeing other attended appointments (#1154)
- Fixed issue where optional in/person or online slots could not be hidden by location (#1114)
- Fixed issue with Q2 Tables with colons, ampersands and backslashes not pre-selecting (#1159)
- Fixed an issue on search availability not allowing all center choices to be available (#1160)
[1.1.1] 2022-06-24
Changed
- Minor formatting change to batch visits section field area (added light gray line) (#1152)
Fixed
- Fixed QR codes for Q2 Tables default table option now working (#1151)
[1.1.0] 2022-06-15
Added
- Implemented some changes to job queue
- Added ability use a KIOSK as a listing
- Minor mods to resources listing (search by resource type etc.)
- Utility entry for visits, show only active consultants in popup (#1141)
- Allow KIOSK, log listing options menu to be searchable (#1138)
- Added location filtering on scheduler
Changed
- Center Stats are sorted by Center Name
- KIOSKs menu sorted alphabetically (#1147)
Fixed
- Fixed consultant alias on notifications (#11463)
- Fixed issue to allow students to save an appointment for a time where it was previously canceled (#1145)
- Fixed student BIO condition problem (#1146)
- Fixed find by values using a custom field (#1149)
[1.1.18] 2022-06-08
Added
- New option in referral type for hiding non-enrolled subjects when choosing a subject for the referral
- Inactive sections on referral are marked as Inactive
Changed
- Adjust the wording of the KIOSK Log out message
- Allow log listings to have a specified number of persons listed (#1130)
Fixed
- Fixed issue with Saved Searches for groups searches not appearing (#1119)
- Fixed issue with re-sending emails (#1134)
- Fixed issue for Faculty only for hide reasons and recommendations
[1.0.17] 2022-05-31
Added
- Added An 'Auto Alias' feature (#1094)
- Added NULL value searching to power searches (and 'blankornull') (#1095)
- Added An 'Ignore Consultant Section Specialties' option for Reasons (#1106)
- Added default search fields to the Surveys Listing (#1111)
- Added button to force send Reminder Emails, Missed Appointment Emails, Consultant Summary Emails (##899)
Fixed
- Fixed Custom Registration Fields not showing up in 'Registrations by ??' report (#1093)
- Fixed Staff.OtherID doesn't sync with linked student account (#1096)
- Fixed 'View Listing (No Edit)' still allowing edits on certain records (#1097)
- Fixed Sage referrals Hide from Faculty options hide information from all user levels (#1099)
- Fixed Log listing Outstanding Resources not showing on log listing (#1103)
- Fixed 'Log Listing/Kiosk for Profile' doesn't display centers if those centers have been recently saved (#1104)
- Fixed Using email templates does not include attachments for the template (#1115)
[1.0.16] 2022-05-26
Fixed
- Fixed Max Appt Rule date ranges are used even if the box is unchecked (#1088)
- Fixed not possible to edit certain favorite reports (#1089)
- Fixed Typing a space in a new SAGE referral email subject causes it to immediately save (#1090)
- Fixed Using the 'Override and Resend Referral Email' option in SAGE always sends every email, regardless of which option is chosen (#1091)
- Fixed When submitting a roster referral from student listing, changing the roster course doesn't affect the student list (#1092)
[1.0.15] 2022-05-19
Fixed
- Fixed After performing a search on a center-specific Log Listing, the next student login/logout displays all centers as available options (#1087)
[1.0.14] 2022-05-12
Added
- Added work visits as an option to show on day summary and schedule (view own or all added as a group pref) (#1054)
- Added photo rotation to student and staff records.
- Added new functionality where a group online availability's online to in-person is determined by the first booked appt
- Added Copy Sequences and Copy IDs to allow clicking to open IDs and Sequences in a new download window.
- Added new menu command Search by Enrollment allowing users to search by enrolled or non-enrolled in the various terms
- Added TimeOut to Payroll report (#1033)
- Added new Group Table Access settings: Edit (No Listing) and View Entry (No Listing)
Changed
- Consultants can't update their own course list without table access to course lists (#1057)
- 'Document' tab still appears in Appointment Entry, even if students don't have the ability to upload documents (#1067)
- Centers set to 'Hide on Log / KIOSK Listing Menu' are still displayed when logging into a Profile Kiosk/Log Listing (#1068)
- Make Assignment Comments possible to edit from the Assignment Grid view (#1064)
- A Term with the Term Code = '0' will automatically be updated with the earliest 'from' and latest 'to' date of all active terms whenever a term is modified.
Fixed
- Time check for the semester totals (#1061)
- If a consultant who isn't assigned to a Course Lists edits their Course List through Confirm Bio, a new list will be created every time (#1059)
- Multi-group option
- Same Section
- Does not work. (#1062)
- Consultant Time Check doesn't follow 'Week Starts on' setting in profile (#1066)
- 'Q2Remote' doesn't appear as a Location choice if placed in 'Default Online Options' (#1065)
[1.0.13] 2022-05-04
Added
- Added 'semester' option to student center visits widget (#1016)
- Added 'Time From' and 'Time To' for announcements (#1021)
- Added point total to student time check (#1017)
- Search by User Name for quick visit entry (#1023)
- Added 'Proceed to SSO' option when switching to dashboard from kiosk (#1015)
- Added Visit Notes to Visits Listing 'Change Field Values' utility (#1034)
- Added option to return to queue for Q2 Remote (#1030)
- Added OtherID field to Staff BIO update from Student import (#1052)
- Added ability to use username for student raising their hand in Q2 Remote (#1049)
- Added ability to search student by terms and conditions accepted (#1047)
- Added group preference that prevents mass emails from being sent from Student Listing (#1051)
Changed
- KIOSK Log out does not show a login option for a center the student is already logged in to (#1018)
- Removed an additional click when logging out a KIOSK (#962)
- Ignore consultant specialties for this center (i.e. Writing Center) now doesn't filter subjects on appointment creation (#1028)
- Double-clicking Profile Reason Checkbox assigns the same Reason to a center multiple times (#1035)
- Search availability widget now constrains the subjects list according to the center specialties of the linked profiles (#1045)
Fixed
- Move user to group had issues (#1022)
- Creating a block for a single center was marking all center appointments as cancelled (#1024)
- Fixed Import process not importing students with apostrophe character in their name (#1007)
- Fixed interacting with an Upcoming Appointment prevents you from clicking on Availabilities until a refresh (#1026)
- Fixed Missed appointment emails no longer sending automatically (#1029)
- Fixed Locking a group availability does not prevent students from booking (#1032)
- FIxed SAGE Custom Question order is not reflected when submitting the referral (#1027)
- Fixed Q2 Remote Student still sees their hand as raised even after their visit has been concluded (#1031)
- Fixed uploading attachments to email template (#1037)
- Fixed issue with locking course lists to consultants (#1038)
- Fixed issue with clicking on appointment record from student timeline (#1036)
- Fixed issue with searching Profile Reasons when reason or category has a space (#1048)
- Fixed various typos (#1046)
- Fixed issues with search student before searching resources on resource log out (##1053, #1050)
[1.0.12] 2022-04-28
Added
- Added delete button to resource type entry (#1002)
- Added Re-Send button to email (#978)
- Added ability to search by student user name for schedule an appointment (#1010)
- Added ability to log search availability group to a student list (#1011)
- Added option to hide consultant time check on dashboard (#1012)
Changed
- Selecting to activate the local accounts setting will no longer deactivate the SSO setting (#998)
- Profiles listing is sorted alphabetically by default (#1008)
- Availability entry day toggles changed to system color (#1009)
- When group assigned to all profiles, now allowed edit to groups assigned to specific profiles (#1013)
Fixed
- Fixed a typo on time check (#1000)
- Fixed work visits for consultants
- no need to notify consultant that visit has started (#1003)
- Fixed online session is available notification from being shown for non-online appointments (#1001)
- Fixed a cosmetic issue with schedule options popover being selected when an appointment modal is shown (#1004)
[1.0.11] 2022-04-13
Added
- Added preference for handling students in waitlist when termination process executes (#954)
- Added an option to add Location to Log List and KIOSK (#981)
- Added an option to View Student record from Staff Record entry (#982)
- Added ability to use Custom Views for Staff listings (#979)
- Added preference to hide certain centers from Log Listing and KIOSK listing menu (#983)
- Added master lock to system preferences to lock consultant from editing course lists (#980)
- Added a recalc grades process for batch import scripts (#988)
- Added ability to lock course lists from staff editing as a global setting (#980)
- Added an option to hide a center from the log listing center choices menu in attendance listing (#983)
Changed
- Allow keyboard selection of New Document button on appointments (#957)
- Student picker on Quick Visit entry is paginated (#876)
- Person picker on Task entry is paginated (#963)
- Removed extra click on log out of other center (#962)
- Click the term activation toggle changes activation immediately (#972)
- Prevent student from changing any field on task except completed and notes (#968)
- Allow log in to scheduled appointment, only show appointments within next 45 minutes (#975)
- Hide SMS options from profile email options if TextAlert module not active (#976)
- Removed unused preference 'condition code and flag text' (#977)
- Adjustments to profile notifications displays an indicator that save is needed (#994)
- Adjusted search availability results to show both online and in-person location when optional online availability (#995)
- Adjusted all modals for better accessibility (#987, #986)
Fixed
- Fixed issue with Staff Task creation (#949)
- Fixed issue with Custom Fields on Log out (#953, #966)
- Fixed save document type issue (#960)
- Minor fixes to Notification types clicking (#959)
- Search availability on linked to Profiles issue (#967)
- Fixed an issue on clicking remove for availability blocks (#964)
- Fixed an issue for preventing consecutive student / consultant appointments back-to-back (#970)
- Send missed email computes all previous missed including current missed now (#965)
- For Terms and Conditions, when only initials field displayed, pressing enter had an issue (#973)
- Fixed menu for show activated for staff reason specialties (#974)
- Fixed SAGE referral's linked list (#989)
- Fixed when changing staff contact to profile, save button now appears automatically (#991)
- Fixed typo 'independent' in registration entry (#992)
[1.0.10] 2022-03-31
Added
- Added preview for Staff BIO (#917)
- Added system preference to change term of Group, 1 on 1, and Drop In on search availability
- Surveys can now differentiate between online and in person visits (#833)
- Searching staff listing can include group name in criteria (#930)
- Details button to staff time check (#931)
Changed
- Welcome messages use WYSIWYG interface (#921)
- Added preference to profile to require consultant on batch visits (#919)
- Changed referral follow up date on sage listing on dashboard (#924)
- Increased ttl for import job time
- Batch Visits previous attended list of students show full name with middle initial (#928)
- Added Student ID back to search students on Quick Visits (#933)
Fixed
- Fixed ability for phones to upload documents (#897)
- Fixed potential issue with generated links and campus code (#895)
- Fixed Hide Reasons and Recommendations from Faculty on Full View of Referrals (#935)
[1.0.9] 2022-03-21
Added
- Added ability for staff to see students currently logged in to an SI Batch QR Code
- Added ability to send a group email to all visited students for an SI Batch QR Code
- Added ability to adjust Term Code sequence
- Added computation of Student Last Date In for Attended appointments
- Added Ad Hoc QR Code for In Person Drop-in to scheduler
- Added new menu to Students Listing to allow copy sequences and ID to clipboard
- Full caching adding to import procedures
- Added activate registrations by term button to system prefs
Changed
- Resource Types and Resources listing modified with new Resource Type editing capabilities.
- Changed label for Staff Reason Quit / Terminated (#914)
- Cancelled appt show as dimmed always on schedule (#910)
- Merge records can identify up to 5 fields (used to be 4)
- New Ad hoc appointments can now be set to online (#916)
- Do not allow browser to resubmit appointment save from student (#903)
- Allow custom locations on batch visits (#918)
Fixed
- Fixed last date in field for students when batch visits created (#901)
- Consultant can no longer have two work visits at same time
[1.0.8] 2022-03-08
Added
- Added ability to remove multi slot times from the availability (#844)
- Added Process Specialties for Course List items to batch operations options (#847)
- Added system pref for calendar start time and duration (#856)
- Added new Student Action menu to Register student in a course (#849)
- SurveyTrac Instructions can now have HTML text (#848)
- Added Confirmation email for Resource checkouts (#859)
- Added Checkouts options to Student search modal (#860)
- Added ability to limit who can check out a resource via a master block list and individual allow list for each resource type
Changed
- Group roster now updates when an appointment in roster is updated (#852)
- Mark all attended now only marks the appointments with No Status as Attended, skipping Cancels and Misses (#850)
- Student searching for quick visits and batch visits now limits the student list results to 30 records at a time (#876)
- Removed Required field for Section ID in batch visits (#875)
- Removed some field choices for Student Listing -> Create Chart (#863)
- Increased length of custom question's answer size (#868)
- Time format of Batch Visit entry changed to am/pm (#864)
Fixed
- Roster mark all attended can now be used repeatedly (#851)
- Register In from Student listing worked but displayed an error (#855)
- Student signin via QR code, Time Check data was too large for portrait orientation, time check reformatted to display properly (#854)
- Printing a Time check from KIOSK would display extraneous information, that information has been removed (#853)
- Fixed an issue with QR SI codes not working (#877)
- Added additional security to student document downloads (#878)
- Prevent student from clicking on center visit lines (#879)
- Fixed report Registrations by ?? when student id added (#872)
- Prevent same student from being added to group roster multiple times (#867)
- Fixed issue with search availability instructions not being shown (#869)
- Fixed 'Batch Visit > Batch Scan'
- If an incorrect ID is entered, no visits are created for anyone in the list (#885)
- Fixed Multi-Person Availability Locks apply to all availabilities in the series, not possible to unlock any but the first (#884)
- Quick and Batch Visit duration not counting towards Registration Total Visit Time (#883)
- 'Section' field no longer appears when creating Quick Visits, only appears after saving (#882)
- 'The location for this appointment is here' text allows students to join an online session before booking the appointment (#881)
- 'Send notes' button on visit entry not displaying consistently (#886)
- 'Preview' button doesn't work for Resource Emails (#888)
- SurveyTrac 'Link to Centers' list displays inactive subcenters as options (#892)
[1.0.7] 2022-03-03
Added
- Added Visit notes field to be shown on new record entry (#806)
- Added visit information to survey responses report (#790)
- Added isTerminated to Visits By report (#812)
- Added ability to open up Visit and Appointment records from Staff timeline (#822)
- Added Center Info Preview button to center entry (#820)
- Added Consultant payroll Time Check button to dashboard of consultants (#817)
- Added additional options for Status charts (#404)
- Added ability to send batch emails to Staff and Faculty (#232)
- Added ability to enter Follow Up notes to Outstanding Appointment Requests (#832)
- Added ability to add Consultant and Wait Status to KIOSK listing and prevent student from clicking to change (#842)
- Added ability to lock a group availability's time slot from further booking by student via search availability (#811)
Changed
- Allow set work type group disposition to '1+' (#801)
- Increase character length of Location field (#821)
- Document Types that are not usable for students are now hidden on new document entry (#836)
Fixed
- Fixed issue where certain fields were being shown even if preference for those fields to be hidden was selected (#799, #800)
- Fixed an issue with search availability not loading results when dynamic lists utilized data from SAGE referrals (#802)
- Fixed an issue with Schedule and Appointment widget showing reasons from another profile grouping (#803)
- Fixed group roster email attachments issue (#805)
- Fixed wording of 'Drop-in Appointment' to 'Drop-in Availability' (#786)
- Fixed various lists sort by column (#808)
- Fixed additional wording of drop in availabilities (#810)
- Fixed title of the Send Visit notes button for individual visits (#809)
- Fixed watch list indicators issue for a malformed query (#813)
- Fixed 'Last Month' for navSearch on Visit Listing (#819)
- Fixed an invisible reserve block on schedule (#829)
- Fixed deactivations for Student in List not automatically running (#831)
- Fixed an issue where Sending an Email to a single student had problems (#834)
[1.0.6] 2022-02-18
Added
- Added Other_ID and Other_ID2 fields added to Student SAML login options
- Added per tutor MaxHours field
- Added new tag called 'Auto Cancelled' (#795)
- Added subject identifier in group rosters when same subject/instructor/section chosen (#426)
- MaxHours field to staff record and a MaxHours tag to the max appointment rules functionality (#785)
-
Changed
- Changed: enter online session button is hidden when clicked
- Missed appointment email process only changes student status to Student Missed
Fixed
- Fixed work button content from wrapping
- Fixed location of appointment not overridden when opened
- Fixed New Student visit summary report (#776)
- Fixed Outstanding Appointment request report (#787)
- Fixed Drop-in Availability wording
- Fixed an issue regarding scheduling appointment problems with clicking on the availability time on the schedule (#789)
- Fixed automated emails adding extra lines breaks (#791)
- Prevent student from entering online session early (#794)
- Fixed issue preventing certain user from being able to select a student from the search student prompt (#793)
- Fixed an issue with appointments Visit Utilization report (#782)
- Fixed an issue with display of upcoming appointments on dashboard (#797)
- Fixed an issue with certain users unable to open group roster on scheduler (#798)
[1.0.5] 2022-02-09
Added
- Added student ID to sort for Students by report (#752)
- Added ability to attach an upload document to a Visit record (#739)
- Added ability to create a Quick Visit from the Student Record (#740)
- Added ability to specify the online versus in-person location of availability (#438)
- Added ability to hide certain sections from Student course list options (#770)
- Added ability to search registrations by sequence in assignment grid (#764)
- Added Multi-part consultant group appointment reminder prefs
- Added ability for SysAdmin to lock a CourseList
- Added ability for Staff to opt out of SMS messages.
- Added ability to resend survey to students (#783)
Changed
- Change wording of 'Online Optional' to 'Online or In-Person' (#756)
- Center status on dashboard no longer displays inactive centers (#753)
- Staff reasons no longer display inactive reasons (#751)
- Changed wording of Log in button to Log In / Out on KIOSK (#746)
- Changed format of visit duration to xh Ym instead of 0:00 (#741)
- Overridden ID format applied to all reports (#738)
- Prevent utilization editing visit from opening more than 1 visit popup at a time (#772)
- Changed look of processed checkbox on listing for outstanding requests (#769)
- Hide Sign up for SMS Reminder button when school does not have Text Alerts module (#762)
- Appointments from other centers now display for scheduler when showing all staff (#780)
Fixed
- Overriding Student ID fixed (#738)
- Fixed an issue with import header protection when schools send extra characters prior to first quote (#754)
- Fixed find student button for ad hoc appointment creation (#755)
- Fixed a whiteboard send image issue with some browser (#398)
- Fixed issue with appointment duration when profile preference duration increments is 00:00 (#744)
- Fixed issue with Previous Visits tab on Visit entry, honors consultant security settings (#748)
- Fixed issue with SAGE triggers and certain emails (#749)
- Fixed issue with double clicking the join session button creating multiple visits (#750)
- Fixed issue with deactivated custom fields still showing in visit entry (#743)
- Fixed issue with editing visit link not working on page 2 of the utilization (#745)
- SI Comparison report
- Percentages not adding up correctly (#747)
- Fixed permissions issue with booking appointments by staff on group availability (#742)
- Fixed export of grade assignments to CSV from registrations listing (#767)
- Fixed selecting a section on Quick Visit when section title contains apostrophe (#771)
- Fixed issue with certain visits not computed in total visits shown for registration (#765)
- Fixed issues with recurring appointments being block when block is for all center or all staff (#766)
- Fixed sort options for outstanding appointment requests (#768)
- Fixed an issue with Terms and Conditions acceptance when Staff is seeing conditions for a student (#763)
- Fixed navigation bar display for faulty entry (#775)
- Selecting consultant on KIOSK login rechecks whether continue button should be enabled (#779)
- Delay for KIOSK welcome message is reset when the KIOSK modal is closed (#781)
- Fixed an issue in SI comparison report (#747)
[1.0.4] 2022-02-01
Added
- Drag and drop student photo files now convert file names from old format to new.
- Added preference to control display of numeric ID of student on student listing and entry and in search list
- Added Students currently being seen to center status area of dashboard
- Added new functionality during SAGE Email processing to assign referral to a consultant
- Added availabilities for other centers will now appear on schedule for all persons in a center
- Added last modified by and scheduled by to bottom of appointment display (#728)
- Preference to allow future appointments to be auto cancelled is student cancels 2 consecutive appointments
- Added ability to send visit notes from the Group appointment roster
Fixed
- Fixed issue with confirm student bio not showing on dashboard for some students (#724)
- Fixed issue with Quick Visits not showing in utilization tab if no Entered Date Time (#732)
- Fixed issue with some reserved time blocks not appearing on schedule for all persons in a center (#731)
- Fixed students unable to upload a document to an appointment (#719)
- Fixed a display issue with attendance listing in student entry not display until a search is performed (#726)
- Hide reasons and recommendations from faculty on a roster referral now works (#722)
Changed
- Changed the display of lists assigned in student entry with searchable option (#706)
- When SAGE recipient removed, automated emails will display the recipient with a line through (#721)
- Notifications for outstanding appointment requests now can be shown to any group with privileges (#730)
[1.0.3] 2022-01-27
Added
- Added Visit Notes to attendance listing in student entry.
- Added Send Quiz option for Surveys
- Added Lab Staff as another Consultant descriptor (#700)
- Payroll summary export now contains work reasons
- Added ability to mute notification bell sounds (#710)
- Upcoming group appointments are shown as a single item on consultant dashboard
- Added Staff.FirstLast name search to Visit search (#712)
Fixed
- Change student status to missed in group roster will now send missed appointment email (#703)
- Only show active sections on registrations entry (#709)
[1.0.2] 2022-01-24
Fixed
- Fixed issue when custom missed status was not being used to calculate 2 consecutive missed appointments. (#696)
- Fixed Reasons sort order on Search Availability reasons menu (#694)
- Fixed issue with editing groups not showing profile menu for certain user groups
- Fixed Registration activation for certain conditions when registration record not imported
Added
- Special Needs added to reports for Appointments
- Added ability to link a max appointment rule to student on (or not on) a particular list
- Added display of time when hand was raised to the Q2 Queue (#689)
- Dashboard for Consultants now has week and day view for appointments
- Resources listing now uses barcode for searching in nav search field.
- Added ability to specify section, with wildcard, when adding an item to a course list.
- Added Semester Dates to Time Line choices for time period.
Changed
- Change Field Value for Visits / Appointments: other fields adjusted automatically when duration adjusted (#693)
- SysAdmins now see outstanding appointment requests as notifications items (#678)
- Adjusted the time display on dashboard visits to show 1h 23m format.
- Quick Visits Date Entered is no longer required
[1.0.1] 2022-01-21
Added
- Consultant main menu shows appointment view options for Day, Week, and List
- Updating Duration field will now auto update the End Time (for Visits Change field Value) (#693)
- Show Accommodations in Reports (#423)
- Outstanding Appointment Requests will notify SysAdmins (#678)
- Max Appointment Rules now have the ability to link to Lists (#686)
- Added start time for hand raised in Q2 list (#689)
Fixed
- Schedule reserved blocks now shown properly on Center Schedule report (#685)
- Work Visits do not require a student when saving on entry screen (#682)
- Work Visits Reasons are now scrollable in the work visit menu.
- Adjusted the entry screen to hide the save button for those without access via the table access preference.
[1.0.0] 2022-01-15
Changed
- Code running on AWS
[0.11.9] 2022-01-13
Added
- Create batch Work Visits from the Staff listing
- New preference to Hide Drop In availabilities from Students
- Upload URL as document record
[0.11.8] 2022-01-06
Added
- KIOSK Name search allows for Middle Initial and displays middle initial in results
- drop-ins allow student to receive an SMS reminder (#661)
- Ability to add an import process to deactivate students not imported (#658)
- Search avail widget title pref now used in search dialog title as well (#662)
Changed
- Roster send emails to All send to all except cancelled appointments (#652)
- Twig tag Appointment.isCancelled now ignores missed and added new tag isMissed (#657)
Fixed
- Keep multi-check custom fields from wrapping between checkbox and label (#656)
- Changing status of appointments to custom missed status was not sending missed email (#655)
- Fixed issue with dynamic list using related data not showing page entry (#659)
- Do not auto choose Student ID field for import field matching (#660)
[0.11.7] 2021-12-28
Added
- Potential assignments is now a selectable menu
- Recompute Specialties runs as a job behind the scenes (#646)
- Appointment reasons now allows for grouped reasons (#643)
- Added more preferences for title text for Schedule and Appointment widget (#650)
Fixed
- Minor bug fixes (#649)
- Availabilities for a staff is based on linkages to centers and the current user's privileges (#631)
- Search availability choosing student no longer shows inactive students (#648)
- Fixed issue for reason required to be chosen on schedule an appointment (#651)
[0.11.6] 2021-12-21
Added
- Added Queue view to KIOSKs and Log Listings
- Added minimum visit time in grade calculations
- Added twig rendering to Confirm BIO text
- Added center filtering to centers menu on the scheduler and sorted the centers
Fixed
- Sections listing on Quick Visits
- Fixed sorting Registrations on Student Entry
- Sections on search availability
[0.11.5] 2021-12-19
Added
- Added Terms and Conditions for Student Main Menu, KIOSK Login, and Booking Appointments. (#484)
- Remove Course list from the listing for Deactivated Staff members. (#619)
Fixed
- Fixed: Staff have access to create availabilities in centers they don't have access to. (#616)
- Fixed: Student group uses the View Schedule group preference for determine the centers shown when searching availabilities. (#617)
- Fixed: Availabilities created with choosing the DAYS (defaults to null), where being hidden when choosing Hide Unavailable on the scheduler. (#618)
- Fixed: Batch Visits
- Batch Scans and Selected do not record subject when using the wildcard (#620).
[0.11.4] 2021-12-09
Fixed
- Fixed Attendance and KIOSK menus, only show Profiles for Centers the user has logging access to
- Fixed adjust computed end time of appointment when Duration changed (#612)
- Fixed SAGE Referrals Listing timeframe for Today and Yesterday (#613)
Added
- Added Live time of Q2 visit updated and expected duration shows warning if over time (#526)
- Added Profile Preference to prevent consecutive appointments with same student / consultant (#29)
[0.11.3] 2021-12-07
Added
- KIOSK Menus will sub group by Profile if more than 5 profiles
- Added more fields to be used as staff -> student linkages
- Added special needs / skills to outstanding appointment requests
- Added grouping by Profile for Schedule Center / Consultant menu for more than 5 profiles
- Honor missed appointment status for Group Rosters
Fixed
- Fixed Order profiles by Name
- Fixed export students to CSV removed non-breaking space characters from email text
- Fixed search in select after a listing searched
[0.11.1 2] 2021-12-02
Added
- Added ability to drop a large number of student photos onto the student photo folder for batch upload
- Added Subject Faculty display option to subject listing on student main menu for search availability
- Added requirement for Student to be chosen for a Quick Visit to be saved
- Added inactive surveys to the surveys list for access preferences
- Added Assignments to the search Students form
Fixed
- Fixed Whiteboard issue with blank or single pixel images
- Boosted the speed of the search student form
- Search students by Visits will only search active registrations
[0.11.0] 2021-12-02
Fixed
- Fixed faculty email report
Added
- Added more logging for send SMS for future debugging
[0.10.59] 2021-11-27
Fixed
- Fixed dynamic dates for status charts (#571)
- KIOSK Login, update consultant list when subject chosen
- Fixed charts issue (#574)
- Fixed issue with custom tab1
- Fixed Sort Groups by Name
- Fixed Batch Visits for selected students
Added
- Assignment Grid now available in Sections Enrollment Entry and Registration Listing
- Added Group Preference to hide student photos
[0.10.58] 2021-11-22
Fixed
- Unable to delete list from Student Listing if the name contains an apostrophe (#559)
- For a certain campus, Unable to create new Max Appointment Blocks (#560)
- Fixed Sorting profile listing by email doesn't sort alphabetically (#561)
- Fixed Saving a large phone number causes blank screen (#562)
- Fixed select student names in quick visit if the student's name contains an apostrophe (Fixed #565)
- Fixed Staff members are unable to update their Staff Bio (#566)
Added
- Added ability to apply location to SI Batch visit and Quick Visit (#563)
[0.10.57] 2021-11-16
Fixed
- Sort groups menu on staff entry alphabetically
- Allow sysAdmins to access public and admin docs in System Preferences
- Removed preference to staff confirmation BIO that was not needed
- Cancelling appointments via a block will send cancellation emails if needed
Added
- Student search form now allows the ability to search for the students via existence or non-existence of a linked record (Appointments, Visits, Registration, Document, Survey, SAGE Referral)
[0.10.56] 2021-11-12
Fixed
- Fixed issue with custom views not saving all the fields for power search
- Dropped Appointment OnlineURL custom tag
- Fixed issue with opening profile reasons
Added
- Added auto navigate to last KIOSK if dashboard is loaded with logging in
[0.10.55] 2021-11-09
Fixed
- Update link class
- If the center of a multi-person availability is changed, also change the center of the related appointments (#510)
- Redirect kiosk accounts back to the kiosk view if dashboard is accessed without logging in (#507)
- Profile Admins Cannot Save Profile PREFS Settings (#506)
- Fixed unable to open groups from Profile Entry (#505)
- Fixed wildcard search in visit location (#504)
- Fixed Creating a new student from the log listing doesn't follow the "next ID value" preference (#503)
- Fixed Custom Registration Listing Views
- Student custom field data doesn't display (#498)
- Fixed Appt Missed calculations when covered by a block (#518)
- Covering an appointment with a block will now cancel the appointment (#519)
- Fixed Appointments for subjects where subjects no longer active still show as choice (#522)
- Fixed open term entry issue (#523)
- Prevent arbitrary center ids from being entered with batch visit entry (#516)
Added
- Add location drop down to Visit Record (#502)
- Moving appointment from one consultant to another, change location (if using staff location) (#525)
[0.10.53-54] 2021-11-09
Fixed
- Fixed Custom URL issues
[0.10.52] 2021-11-04
Added
- Added confirmed datetime and notified datetime to notification entry
- Added number of students selected during SI Batch student selection (#495)
Changed
- Notification types that don't require confirmation now display on KIOSK login (#480)
- Q2 Report menu is available to staff
Fixed
- Group by referral related data (#442)
- Roster emails sending to all (#485)
- Work visit button display weirdness when resizing the screen on KIOSKs (#481)
- Fixed issue with a blank watch list query causing save on student to show a blank screen (#482)
- Utilization and Center Visits Widget on Dashboard
- Sorting by Name or Center hides all visits (#483)
- Fixed issue where staff privileged prevent editing students still were able to edit a column in custom view (#487)
- Fixed with unable to search in nav search area with text that included an apostrophe (#488)
- Fixed issue with appointment saving, when clicking save and a field is required, save button was not ren-enabled (#490)
- Fixed issue with new student record showing timeline and registration records, now hidden until save (#492)
- Fixed marking an appointment as Missed doesn't trigger the Missed Email to be sent (#493)
- Fixed clicking the X icon to close the "this appointment is part of a series" window soft-locks the dashboard (#494)
- If a recurring appointment lands on a day with an Availability Block, it still books the appointment, overlapping the blocked time (#489)
- Added Save button to the Student Custom1 tab (#499)
[0.10.51] 2021-11-01
Added
- Added ability to specify current term when creating max appt rules
- Added ability to specify a course list linked to an availability
- Added a new twig tag for "Last Modified By" in appointment records (#475)
- Added RedrockOnly announcements to identify to Redrock staff regarding any special conditions that should be taken into account when adjusting system parameters (i.e., activating students is specially performed)
Changed
- Custom views have a default search of all records now
- Center utilization uses the dates of the active terms but ignores null dates in terms
Fixed
- Fixes 'Last Modified By' in appointment records doesn't update when a student cancels an appointment (#474)
- Fixed an issue caused by new max appointment rules: current term preventing appointment save
- Fixed appointment documents being deleted not refreshing the document listing in appointment
[0.10.50] 2021-10-29
Added
- Added listing editing capability to certain columns when designated (listings and custom views)
Fixed
- When staff cancels appointment, message was stating student cancelled (#473)
[0.10.49] 2021-10-28
Added
- Added sorting capability to faculty referrals list: sort by first or last (#467)
Fixed
- Time check after choosing the student from the list didn't show the continue button (#469)
- Clicking next on utilization listing doesn't hide the navsrch field (#468)
- Changing availability location was not saving new location in appointments (#458 AGAIN)
- navSearch previous query shows html for < and > (#471)
[0.10.48] 2021-10-27
Added
- Added new profile preferences for Student Time Check
[0.10.47] 2021-10-26
Added
- Added student ID, Other_ID and Other_ID2 to field picker for Custom Views (#465)
- Added view student record button from Outstanding Appointment Request screen (#464)
Fixed
- Fixed document type toggle buttons appearing over top nav bar (#459)
- Fixed uploading attachment files to Email templates (#461)
- Fixed backup link to enter online appointment now passes reason and section to log the visit
[0.10.46] 2021-10-25
Fixed
- Fixed Outstanding appointment request reason not showing/saving on entry screen (#463)
- Fixed batch emails for group roster emailing issue (#460)
- Fixed availability location change not applying to group appointments when appointment is not online (#458)
- Fixed issue with new document type button causing a click event for doc type toggle buttons (#457)
- Fixed issue on appointment entry where editing a custom field value wasn't causing appointment save button to appear
- Fixed minor positioning issue on whiteboard chat history when page is resized
[0.10.45] 2021-10-23
Added
- Added support for the various date time formats on KIOSK and Log listings
- Added sys pref to display Accum Hours on Student/Campus tab
- Date time conversion for time zones on KIOSK and Log Listings
- Added Profile Pref for time zone different from Campus time zone
Fixed
- Dragging an appointment past the midnight hour fixed (#448)
- Fixed whiteboard issue with draw sending multiple times on multiple send clicks (#451)
- After sending, undo options cleared (#462)
- Clicking the delete button on newly created watch/custom list fixed (#447)
- Preview for "Warning message to display on early logout" shows a preview of Notice on KIOSK instead (#445)
- Creating a new document type expands all existing document settings, and inverts whatever they were set to (#444)
- After creating and deleting a Custom List, it becomes impossible to rename existing lists until a refresh (#443)
- Changing locations in appointment entry doesn't prompt the save button to appear (#440)
- Fixed Next staff and previous staff buttons, clicking too fast shows wrong staff (#449)
[0.10.44] 2021-10-21
Added
- Added change log list (View Latest Changes menu added for SysAdmins)
- Added change location on group availability affects appointments (#435)
Changed
- When creating new document, auto expand the file browser area (#434)
Fixed
- Typo in section search for availability block sections (#431)
- Typo in outstanding appointment request title text (#432)
- Email survey after visit via Join button (#428)
- Fixed display of student appointment after booking an appointment (#433)
[0.10.43] 2021-10-20
Added
- Improvements to navSrch previous search menu (for Students & Registrations)
- Added color ribbons to search availability results (#427)
- Announcements for students may be for dash or kiosk of both, also fixed an issue with login dialog disappearing prematurely (#425)
Fixed
- Choosing consultant on logout was not working properly (issue #424)
- Fixed custom views for very complicated table traversal (ie Registrations needs data from Courses and Students) also allow Generated fields to be chosen
[0.10.42] 2021-10-19
Fixed
- Fixed registration views to show Student fields.
- Found an issue with visits not logged out that aren't getting terminated (#417)
- Moved KIOSK choices for all centers that profile and Log listings to last item in list (#416)
[0.10.41] 2021-10-18
Added
- Subjects chosen for availabilities are shown in the slots (#260)
- Appt Visit Utilization report, add csv output option
Changed
- Availability recurring (optional & selected) interface changed to be more simplified (#335)
- Less stern warning regarding date and time of appointment when not matching expected values (#414)
Fixed
- Fixed issue when deleting a multi availability, remove from calendar display
- Prevent double clicking on appointment save (#413, #412)
- Fixed certain submenu choices for windows surface table (#401)
[0.10.39] 2021-10-15
Added
- Export Registrations to csv (#410)
- Added ability to re-search previous searches using menu on nav search (#372)
- Added new feature / system preference: Dash chart choices are now customizable
- Add option to show summary report for Appt Visit Utilization
Fixed
- CC center on send email to students listing
- Switch format of full name on user searches
[0.10.38] 2021-10-14
Added
- Update SMS validator to support api key
[0.10.37] 2021-10-14
Added
- Saved searches are editable by sysAdmins (#406)
- Add icon to automated reports in favorites submenu
Fixed
- Fixed privileges issue when switching to Staff that is Profile Admin from Faculty
[0.10.36] 2021-10-13
Fixed
- Fixed typo in search availabilities
[0.10.35] 2021-10-08
Added
- Added scheduler cookie prefs to the user preferences (#373)
- Allow SI Batch codes to work for non-enrolled sections (#397)
Changed
- Added options parameter to sendConfirmation, when online changed on availability from No to Yes or Yes to No, adjust all future appointments (#394)
- Moving appointments, set avail id and force confirmation immediate. Recompute duration
Fixed
- Fixed typo in search availabilities
- Online location display option fixed (#396)
- CC Center on Roster batch emails fixed (#380)
- Moving appointment from one consultant to another fixed email issue (#393)
- Fixed a bug with courselist sql when blank data in search criteria
- Your online session is available needs to be removed if appointment is canceled or deleted (#395)
- Prevent double clicks to enter online appointment (#392)
[0.10.34] 2021-10-07
Added
- Trap double clicks on links on scheduler
Changed
- Outstanding appointment requests are now accessed via Table Access preference (#389)
Fixed
- Roster buttons became unresponsive after clicking (#384)
- Fixed formatting of move and edit availability buttons in appt entry (#385)
- Choose a different date on move appt (or search availabilities)... format to look like a button, fixed bug with not choosing last date chosen (#388, #387)
- Fixed datetime format on mailqueue display (#386)
[0.10.33] 2021-10-06
Added
- New integration functionality for merging multiple campus licenses into one
- Faculty email report allowed for Admin (#377)
Fixed
- Fixed Views became broken from previous adjustment (#383)
- Fixed drawing availabilities with DAYS = null
- Scanning SI batch codes other than Student Sequence is fixed (#383)
- Fixed OFF/ON CAMPUS/ZONE calculation (#379)
- Fix missing csv header (#371)
[0.10.32] 2021-10-01
Added
- Minor documentation, latest trac
Changed
- Group pref override scheduling prefs allows search Avail find any availability during move process (#370)
[0.10.31] 2021-09-30
Fixed
- Process SI and Batch fixed online checkbox option (#369)
- Fixed the CourseList course item issue when expanding an item, search didn't account for text values (#367)
Added
- Update PinStatus during imports, remove old pins automatically, allow user to remove a status pin if they dont need to see it any longer (Gears turn during long processes)
- Added a KIOSK option for All Profiles (#365)
- Added a few more power search phrases for the visits listing (#366)
- Nightly terminate removes any non-started visits
[0.10.30] 2021-09-29
Fixed
- Fixed a typo in student nav search choices: Birthdate
- Batch visits create for non-online batches properly (#361)
- Prevent appointments with duration <= 0 from being booked
- Addition appointment security checks added to prevent user from hacking the appointment values
Changed
- Auto cancel future appointments when 2 consecutive missed in a recurring series
- Add survey instructions to the survey link email
Added
- Add watch list indicators to referral list to faculty (#352)
- Profile admins can create student records in the student listing screen
- Referrals Assigned, student name is now clickable to view student entry (#363)
[0.10.29] 2021-09-28
Fixed
- Latest trac for menu slider fix (#354)
- Don't allow students to override a conflict with a blocked time (#355)
- Fixed appointment layout issues when viewing from a phone (#349)
Changed
- Referrals listing on dashboard, add student name and added ability to filter
Added
- Added search active only to registrations listing (#356)
[0.10.28] 2021-09-24
Fixed
- Fixed appointment layout issues when viewing from a phone (#349)
- Fixed issue with choosing a section for an availability (#348)
- Moved get student bio to a helper proc. Fixed issue when showing students before opening batch visits (#350)
- Another fix (#329)
- applied to group appointments
- Fix for issues (#322, #339)
- appt scheduled by and modified by
[0.10.27] 2021-09-23
Fixed
- Click continue multiple times creates multiple logins, hide button to prevent (#347)
- Date format for search availability problem (#342)
- Fixed an issue with Static lists being non-editable (#338)
- Converting seconds to HH:MM format, rounding fix
Added
- Add a message to top of appointment when appointment is saved (#)
- Add logging to survey and report email attempts
- Allow required fields that are toggle fields to be highlighted when not chosen (during validation process) (#344)
- Added ability to test an IP address to understand if IP is in block range or not.
- Add SchedModBy field to Appointments table
- Error logging on appointment email send
- Faculty email report
- add reply-to email address
Changed
- Email: Only allow From override if not using mail.cordernet.com or office365
- Adjusted wording of Reason Not Required override (#341)
- Differentiate between visit location and appt location for student visit/appt report (#336)
[0.10.26] 2021-09-21
Added
- Add a RegStatus field to Registrations allowing a different field to be used for deactivating a registration record (#334)
- Additional Logging on calc_Missed
- add ability to process additional merges, cleanup, after a merge operation has been performed using an optional function 'app_processAfterMerge'
[0.10.25] 2021-09-20
Fixed
- Fixed a bad SQL statement having to do with blocked availabilities
[0.10.24] 2021-09-20
Added
- Added ability to collapse the filter text on KIOSKs (#328)
- Add document uploaded Notifications that appear under alarm bell (#180)
Changed
- Preference for work button now control consultants logged in button
- Obscured placeholder will now use a label is text to be displayed
Fixed
- Fixed a bad SQL statement
- All uses of count check for countable
- Cancelling an appointment might mark status as undefined (#326)
- Fix for automated reports
- even if bad email address, update favorite as processed
- Fix import batch item process to not automatically have a batch file name, so the user has to enter it.
[0.10.23] 2021-09-20
Changed
- Adjusted cleanup report
- use record class so changes are auto logged
[0.10.22] 2021-09-18
Added
- Added ability to pull linked student data into staff record when viewing/updating (#146)
- Allow max appointment rules for blank status (#317)
- Added Bi-Weekly to repeating appointment
Changed
- Group multi slot booking should not use time intervals (#323)
- Don't notify Staff when their own work visit appears (#321)
- Show FTP versus School Imports Test file name
- Query student subjects is faster now on search availability
Fixed
- New Custom fields had an issue with saving before extra clicks (#250)
- Latest trac and fixed dashboard links on entry forms
- Cancel
- missed status wasn't being applied properly (#324)
- Fixed Show These students from the Visits listing after having found visits for this week (#320)
- Prevent student double booking re-fixed (#318)
- Set appointment status as attended when online session entered (#319)
[0.10.21] 2021-09-17
[0.10.20] 2021-09-17
Added
- Batch assign UUID for faculty if not already assigned.
- Added php Uuid::uuid4() assignment to import process for any record that has a UUID field
- Students can use the multi-slot booking now
[0.10.19] 2021-09-16
Added
- Added ability to remove calendar iCal attachments (#279)
- TotalTime in Visits Export (#307)
- Log out consultants button added to list of consultants logged in (#306)
- Latest trac
- Ability to override max merge records found limit
- Conclude work visits from visit listing (#303)
- Reports are now run as job on the job server
- Added ability to Log visit to only staff who are logged in to work (302)
- Added Section CRN to various reports (#298)
- New profile pref to require reason and section on save appt only
- When logging in at KIOSK for an appointment, the Subject and Reason and Time are displayed
- Allow section to be specified in a Custom KIOSK (#280)
Changed
- Allow uses to remove a list even if linked to student records
- Show only staff in a center if there is a linkage for that staff in that center
- Custom KIOSK assigning a Reason, removed any duplicate choices
- Hide work visits from KIOSK (#308)
- Writing centers don't use specialties for subject list for consultant (#304)
- Roster status updates are now done using record object for logging purposes
- Changing online for an appointment in a series now applies the value to all in the series (#254)
- Last import status with mismatched columns or column data has better error display
- Only output headers right before json output (for the API)
Fixed
- Fixed issue with blocks not completely obscuring availabilities
- Multi-slot booking fixed when hour start increments is 0 (#310, 309)
- Don't show inactive registrations on search availabilities subject choices (#313)
- Wait time reports: if WaitTime is null, use 0 (#305)
- Fix resource images load/uploadto
- Fixed bug with login to appointment text showing subject reason and time.
- RecurID of undefined is not a real recurID
- Max Appt Rules for Subject needs to query for same CourseID
[0.10.18] 2021-09-14
Added
- Added #id of conflicting subject section appointment for debugging purposes
- Added go to dashboard icon to some of the entry screens
Changed
- Use NIL UUID for default User, check for null user before loading groups
- Group appointments with slot prefs (same subject, same faculty, same section), now do a check before saving a new appointment (#246)
- Split automated_reports into two scripts
- reports and exports
Fixed
- Adjust z-index of nav so magnifying glass isn't on top of menu above (#248)
- Fixed typo, report calculation (#296, #301, #300)
- Students can't override adding more to a multi-person slot (#296)
- Don't show work visits (or visits with null for student id in Log List or kiosk)
- Removed duplicated appointments based on related table search
- Fix, in case a later-deleted customData field is in use in a saved favorite report
- SchedCheck bug fixed
- Move To dialog now appears over existing appointment dialog
- Get proper campus code for sso logins
[0.10.17] 2021-09-13
Added
- Referrals widget default open/close via cookie
- Added CRN to Student's Registrations List
- Added CRN field to various reports (#287)
Changed
- Removed 'Email' from User Login prompt
- Removed PHP Mailer
- Automated reports use new CRON and jobs system
Fixed
- Appt SectionID and ReasonID properly copied to group roster visit when attended
- View these Students from Registrations listing (#293)
- Roster attended was duplicating visits, fixed
- Also attended now sets the enteredDT to same as TimeIn for roster visits
- Latest trac with str_toHours fixed
- Fix link in email for emailed reports
- Work visits menu needed a unique id to differentiate from nav menu work visit menu
- Fixed issue with faculty courses not showing students enrolled
[0.10.16] 2021-09-10
Added
- Added Section CRN to main Registration listing
Changed
- Make sure appointment's section and reason override availability
- Availabilities dropsearch for sections show only active sections, minor cleanup of count of selected records
Fixed
- Mark a group appointment item as attended applies sectionID to the visit record (#283)
- Fixed issue where TimeOut wasn't being computed on an SI Login. Fixed issue when number of students in current selection filled up memory (#281)
[0.10.15] 2021-09-10
Added
- Added Redrock Pref, to set how many days of data for reports to run as a job
Changed
- Use new Redrock IP detection
- Update import status when file not found or FTP Path is nonexistent
- Update automated_reports.php
- added logging, and better null checking
Fixed
- Hide availabilities fixed when availability was for DAYS not shown
[0.10.14] 2021-09-10
Added
- Added display for import file location (test or FTP)
- Added ability to use caching for certain record types during the import process to increase speed of imports by 300%
- Add limitation message for Office 365 email (#38)
Changed
- Import now allows for Student record caching, adjusted to track memory usage
- Import status while importing, show latest record count
- Importing: switched the default cache setting from no to yes
[0.10.13] 2021-09-09
Added
- Added more clarification notices/descriptions to all system preferences
- Added handling of SSO de-auths
- Add SAML/CAS settings for de-auth
[0.10.11] 2021-09-09
Added
- New system pref to control format of subject when searching availabilities (#215)
- Hover over log listing images makes them enlarge
- New appointment group pref added (#262)
- Photo image sizes can be controlled on the log listing (#268)
Changed
- Student Touchless signin in using phone: auto select first subject to help fix iOS issue (#276)
- Faculty view: related courses now default to active only (#275)
- After a staff record merge operation we remove any duplicate entries in the CenterStaff table (#270)
- Adjustment to the interface for the merge records functionality
Fixed
- Sections: find duplicate records fixed
- Consultant Schedule Summary Emails is now working (#263)
- Fixed import status issue
- Don't try to delete a non existent document (#274)
- Subject courses on search availability sorted properly (#249)
- Resolve issues with cookie settings not being honored (#259)
- Fixed custom KIOSK reasons and consultants (#253)
- Don't send terminate message to student if preference is not checked (#241)
- Blank announcement bodies fixed (#261)
- Cleanup appointment code, save user who modified it and date and time modified
- Dont allow adhoc creation of avail when no center / staff chosen on pulldowns
- Hide availabilities when not linked to staff on search availability
[0.10.10] 2021-09-08
Changed
- Get default time zone of America/Phoenix when Prefs doesn't exist yet
- Update manual cron runner with modern code, specifically changeCampus
- Add cleanup script for emails with massive attachment lists
- Check if email can be tried before trying
- Smaller email batch sizes when sending plain emails
- Email updates: a bit more reply-to implementation
- Adjust SAGE referral emails recipients display
Fixed
- Fix issue with email attachments growing to absurd levels
- Fix twig rendering error logging
[0.10.9] 2021-09-08
Added
- New not Online pref to display when Online checkbox is NOT checked
- Additional options for SAGE date filter
- Dashboard widget: SAGE Referrals uses filters and also use cookies for default open/close display
- More LDAP validation preferences for functionality
Changed
- Adjust handling of sender reply tos
Fixed
- SAGE automated emails listing formatting issue
[0.10.8] 2021-09-03
Added
- Provide user feedback after duplicating a survey
Changed
- Set UUID for all students without a UUID during process activations script
- Hide term sequence: its confusing
[0.10.7] 2021-09-02
Added
- Staff listing on profiles now has a search active only option
- Option for new time format that is not military time (for log listings)
- Send Survey to students in current student listing
Changed
- Import jobs allowed to take longer amount of time to finish (for now)
- Consultant save own record will only load self as choice on new recs
Fixed
- Fixed Wildcard subjects now appear in Center Schedule report (#239)
[0.10.6] 2021-09-01
Added
- For reports being emailed (by auto-favorites, job, manual, etc.) implement reply-to for schools using our mail server
- Next and Previous scheduler buttons can use enter key to activate
- For TracCloud schools using our Redrock mail server, for emailed reports, set reply-to
Changed
- Consultants default to their own schedule for their default center when they click the Scheduler link
- Show only active reasons to choose from for visits cleanup report
Fixed
- QR kiosk code not allowing students to login (#238)
- Prevent multiple appointments for a single student in same multi-person group (#235)
- Prevent double click on update specialties (#236)
- Referral custom questions need to be handled differently when applying annotated referral values to selected referrals (fixed issue where all custom questions were being updated)
- Fixes privileges: SysAdmin group overrides Admin, Staff or Consultant privs
- Visits by FTE report fix
- Access own schedule should only show own consultant info (#216)
[0.10.5] 2021-08-31
Added
- Record when visit notes sent, show an indicator (#226)
Changed
- Appointment location on calendar is obfuscated (#230)
- Center staff list uses own setsuffix to utilize own search filters (#224)
- When barcode lookup occurs and only 1 student found, auto select
Fixed
- Fixed a display issue with Cancelled or Missed appointments (#229)
- When document not yet saved, but new doc ready to be uploaded: fixed issue with it showing are you sure you want to upload with no doc (#225)
[0.10.4] 2021-08-30
Added
- Added expired time to display of sessions that no longer are available
- Added 2 new names for consultants (Educators & Academic Coaches) (#218)
Changed
- Show current time bar on schedule as blue and server time when server time does not match local time on scheduler
- Block non-redrock sysAdmins from editing import batches
- Added more functionality to merge faculty. Fixed issues (#210, #212, #213, #151)
- Visit / Appt Export refinements
Fixed
- Set the initial check value for items with isNewOnly checked for assignment field list
[0.10.2] 2021-08-27
Added
- Log json apptcenters when no records found
- Added error message to apptcenters when returns blank json
Changed
- HTTP_X_FORWARDED_FOR as the user's IP address
- Visits report FTE improvement
- Change logging to info level and do it every time apptcenters json is called
Fixed
- Fix issue with appointment centers json call failing
[0.10.1] 2021-08-26
Added
- Added new removeDuplicateFaculty job and associated menus
Changed
- LDAP Tweaks, fallback to local accounts when ldap fails
- Simplified notification code for URL link copy
- Prevent entry in online dropin session before it's time
Fixed
- Fix some issues with LDAP settings not making sense
- Online URLs from the search availability maybe copied to the clipboard now
- Fixed online copy URL for older params
[0.10.0] 2021-08-26
Added
- Added Appointment.OnlineLink tag to retrieve a URL that can be emailed for an online session appointment
Changed
- Return to original url when doing SSO redirect logins
- Cleaned up and standardized online session link to go through a single form that rejects or redirects based on whether or not the session is available
Fixed
- Fix retrieval of staffPhotos directory
- Fix issue with retrieving empty url overrides
- Use proper job return types