2010 Release Notes
Changes for December 23 - December 29, 2010
Effective December 30, 2010 for all demo sites
Effective January 7, 2010 for sites updated weekly
Effective February 4, 2011 for sites updated monthly
Enhancements
47693: 3.2: All fields from the "Benefits Hearing" block (under the Litigation category in the block list) are now available in reports if you add the sub-table called "Benefits Hearing".
47908: 3.2: When the Site Setting "Allow The Post Date of Notes To Be Edited When Creating New Ones" is "No", the time stamp will now display on the note in addition to the date it was posted. Note, that if this Site Setting is set to "Yes", no time stamp will display as it is not stored in the database.
47750: 3.2: There is now a way to edit and delete "Groupings" created in Event Management.
47602: 3.2: There is now support for custom litigation fields in case data reports. Within any given case data report you can find this information by clicking on 'Add Fields',then add 'Litigation', then 'Custom'.
47744: 3.2: There is a new "Disposition Program" field in reports on the Case Data table. The field displays the Assigned Program if set, or the Intake Program if set, or the Prescreen Program. This allows, for example, for a matters report to be filtered by 'program' without needing to run separate reports based on prescreen/intake/assigned program.
47887: 3.2: In the Event Management module, when adding a sponsorship gift (individual or organization) the system will create a pledge record and tie it to that contact or organization. On the organization or contact profile you can view this information under the "Donations" tab.
47576: 3.2: Improved organization address formatting on reports.
47533: 3.2: "Add Outreach Time" column in "Recently Accessed Outreaches" listview now links to dynamic processes if there are any configured.
47693: 3.2: All fields from the "Benefits Hearing" block (under the Litigation category in the block list) are now available in reports if you add the sub-table called "Benefits Hearing".
Fixes
47866: 3.2: Fixed a page error which didn't allow for opening incomplete intakes if an intake process step had been removed.
47606: 3.2: Fixed an issue where the Aged Open Cases report produced a row for each timeslip that has a date of service equal to the case's matter last service date, instead of just one row per case.
47909: 3.2: In the Asset block, fixed a bug where leaving the "Cap increment per family member" configuration blank was not being interpreted as $0.00.
47900: 3.2: Fixed a bug in the dynamic timekeeping edit process that was causing the user's default activity type to override the existing activity type.
47898: 3.2: Fixed a bug which caused the Main Benefit value to reset when editing closing information.
47435: 3.2 Fixed an error which occurred when adding a donation for a contact with no assigned contact type.
47018: 3.2: Fixed a bug with custom number-type fields not functioning like other number-type fields in reports.
Changes for December 16 - December 22, 2010
Effective December 23, 2010 for all demo sites
Effective December 31, 2010 for sites updated weekly
Effective January 7, 2011 for sites updated monthly
Enhancements
47748: 3.2: When adding a new trust or expense transaction the date will default to today's date.
47685: 3.2: The "Show New Event" setting in Admin/Calendar Settings has been renamed to "Show Static Event Forms". This clarifies that the setting enables the "New Event", "Edit this Event", and "Delete this Event" links for the static (built-in) event forms. The setting is enabled by default.
Fixes
47840: 3.2: Fixed a problem with report filters based on user lists (only affected demo sites).
47810: 3.2: Fixed a problem with the "Resume Process" link on generated documents that was causing an error.
47800: 3.2: Fixed a problem where a numeric entry in the City field could cause an error.
47746: 3.2: Fixed a problem with the Branch Logic block that prevented using the Hidden configuration option when the toggle field was set to a multi-select lookup field like Special Legal Problem Code.
47600: 3.2: The page count on a publication will now recalculate if the publication is replaced. Previews will also now display on the publication profile page.
47590: 3.2: Fixed a problem with displaying the full day's itinerary when you click a date in the calendar month view.
47321: 3.2: Fixed a problem that was preventing sites from accepting new notes on cases received via e-transfer.
Changes for December 9 - December 15, 2010
Effective December 16, 2010 for all demo sites
Effective December 24, 2010 for sites updated weekly
Effective January 7, 2011 for sites updated monthly
Enhancements
47623: 3.2: PSTI test user accounts will no longer appear in various user lists.
47293: 3.2: The Event Management module now supports dynamic event profiles and recording the sale of items in connection with an event.
46047: 3.2: The electronic transfer of cases now supports transferring documents. When an e-transfer is initiated, a new "Documents" option appears on the form. If there are documents attached to the case, the choices are "Transfer all documents" (the default), "Transfer some documents", and "Transfer no documents". If the user chooses to transfer only some documents, a list of the documents is displayed, and a checkbox next to each document determines if it is included in the transfer.
Fixes
47717: 3.2: Fixed a problem in the "Create Assignment" block that could prevent the default intake type option from being saved.
47645: 3.2: Fixed a problem with setting the default close reason in the Disposition block.
47634: 3.2: Fixed a problem that could cause an error when attempting to delete a lookup using Merge/Delete.
47596: 3.2: Added lookups for the pro bono assignment attempt page.
47573: 3.2: Fixed the Order filter in the Notes section of case profiles.
47546: 3.2: Fixed an error that could occur when re-opening a case.
47248: 3.2: Added additional lookup merge queue validation to prevent a lookup from attempting to be merged if a merge is already in the queue that would delete the lookup.
46254: 3.2: Several lists have been updated to properly display any 2nd Last Name/Suffix information. Reports have been updated so that the Full Name fields will also display this information.
Changes for December 2 - December 8, 2010
Effective December 10, 2010 for all demo sites
Effective December 17, 2010 for sites updated weekly
Effective January 7, 2011 for sites updated monthly
Enhancements
47440: 3.2: The Adverse Party v2 block can now be configured to display the Legal Problem Code as a column in the search results list.
47506: 3.2: A new "Assigned Clinic Event Users" listview is available in the Clinic module.
46971: 3.2: Conflict searches can now be configured for DOB and SSN matching in two new ways. These settings are in Admin/Top Level Navigation Bar on the Search tab.
DOB matching can be configured for one of the following:
a) An exact match on DOB alone will return a result (this is the default setting).
b) An exact match on DOB alone will not return a result. Other search terms must also match to return a result.
c) An exact match on DOB will return a result unless the search includes Approximate DOB or the potential match has Approximate DOB set to Yes.
SSN searching can be configured for one of the following:
a) An exact match on SSN alone will return a result (this is the default setting). If SSNs are set to use 4 digits, this can produce many results. A search on a 4 digit SSN will not match a 9 digit SSN (for example, if a site was collecting 9 digit SSNs, then later switched to 4 digit SSNs).
b) An exact SSN match on its own will not cause a result to be included. Other search terms must match for a result to appear.
c) The last 4 digits of the SSN are matched. This allows 9 digit SSNs to match a 4 digit SSN search if the last 4 digits match. A match of a 4 to 4 digit or 9 to 9 digit SSN will rank higher than a match of a 9 to 4 or 4 to 9. This option is the slowest of the 3 and is primarily useful for searching when a system contains mixed 9 and 4 digit SSNs due to imported data or a change in policy.
Fixes
47549: 3.2: Restored the "Edit" link on notes on user profile pages and prescreen summary profile pages. (Hotfixed to all affected sites)
47546: 3.2: Fixed an error that could occur when re-opening a case. (Hotfixed to all affected sites)
47532: 3.2: Fixed an issue with creating a new report based on Outreach/Other Matters. The Next button would sometimes not appear on Step 2.
47501: 3.2: The Clinic Demographic Data block now correctly displays the header "Poverty Category", and no longer includes the unnecessary configuration option for "Unexpected Attendance".
47481: 3.2: Fixed a problem that could cause an error if the toggle field of a Branch Logic block had a form selected for the "No" option. (Hotfixed to all affected sites)
47347: 3.2: Immigration Forms - fixed an issue where the children would be repeated in order to fill all of the default values. An example is that on the I-589, if a case had 2 children, they would each appear 3 times in the child list.
47184: 3.2: Fixed a problem with the User block available for dynamic activities. Editing an activity with associated events but no associated users could display an error page.
46486: 3.2: Fixed a problem in the "Totals" reports which would cause an increase in the reported totals and counts if any "Split" tables were added into the report, such as Outcomes Split; all outcome values would be added for every outcome in a case, causing the increase.
46182: 3.2: (1) If a user's role does not have permission to use a dynamic timekeeping process, the links for those processes will no longer appear. (2) Removing the "Add Client Time" permission for a role in User Roles will remove the "Add Staff Time" and "Add Probono Client Time" links on case profiles, the main Timekeeping page, and the Cases and Recently Accessed Cases/Matters lists on the timekeeping page.
Changes for November 25 - December 1, 2010
Effective December 3, 2010 for all demo sites
Effective December 10, 2010 for sites updated weekly
Effective January 7, 2011 for sites updated monthly
Enhancements
47364: 3.2: The Instruction element available for use on dynamic forms has a new configuration option called "Use Large Text (for hover)" to increase the font size for the hover text.
47363: 3.2: A new Delete block is available for use on dynamic calendar event forms. To provide the option to delete an event, create a calendar event auxiliary form with the new block and an auxiliary process to call that form.
47304: 3.2: The Additional Services listview now displays a "Delete" link.
47290: 3.2: PSTI developer account names no longer display in lists of users.
46870: 3.2: An updated version of immigration form N-400 is available for sites with the immigration forms module.
Fixes
47411: 3.2: Fixed a problem where trying to save a form with a Branch Logic block with a non-boolean value would cause an error. (Hotfixed to all sites)
47349: 3.2: Fixed a problem that could cause errors generating the PDF version of immigration forms that contained long field names.
47341: 3.2: Fixed an issue that would cause the grand total hours at the bottom of the Timekeeping Log list to display a previous grand total instead of zero if the list filters were changed and those filters resulted in no timeslips being displayed.
47327: 3.2: Fixed a problem that would cause scheduling into a recurring appointment slot to fill all of the slots instead of a single slot.
47296: 3.2: Updated the Branch Logic block to avoid errors that could occur when the toggle field was configured as hidden.
Changes for November 18 - November 24, 2010
Effective November 25, 2010 for all demo sites
Effective December 3, 2010 for sites updated weekly
Effective January 7, 2011 for sites updated monthly
Enhancements
47286: 3.2; Added "Subject" and "Signature" configuration options to the following blocks that contain the option to enter a note and email the note: Close Case, Reopen, Disposition, Case Status, Case Close Notes, and Reject Notes and Submit.
Fixes
47320: 3.2: Fixed an issue with dynamic event creation forms which caused an error when the recurring event block was on the form but a non-recurring event was selected.
47242: 3.2: Restored the Outreach fields in reports when Outreach records are accessed as a subtable of the top level Timekeeping table. (Hotfixed to all sites)
47241: 3.2: Fixed a problem with the time of day not displaying along with the date a note was posted on case notes.
47049: 3.2: When adding a note to an outreach, the Note Type will now default to "Please select" instead of the first available note type (usually "Calendar Note").
46378: 3.2: Fixed a problem in Communication Manager that prevented "User Information" filters from working properly.
Changes for November 11 - November 17, 2010
Effective November 18, 2010 for all demo sites
Effective November 26, 2010 for sites updated weekly
Effective December 3, 2010 for sites updated monthly
Enhancements
47187: 3.2: The Disposition block has a new configuration option called "Reject Process (overrides Reject configurations)". This allows administrators to use a dynamic process and form(s) instead of the standard reject options and fields when a user selects Reject.
47144: 3.2: The Disposition block has a new configuration option "Prompt for Pending funding code" that allows administrators to have users prompted for a funding code when disposition is set to Pending.
47080: 3.2: For sites configured to display the Outreach list on the homepage, the list will now only display active outreach records.
47073: 3.2: Added "Contact Active" to the fields that can be set using the Edit Multiple Users Simultaneously feature.
46954: 3.2: Clinics: Added Excel export for clinic signup sheet and created an Excel-exportable listview of all attorneys assigned to clinic events.
46931: 3.2: The "Print Case Notes" link that appears on the Actions tab on case profiles will now appear on the Print tab, along with any other active printable profiles defined for a site. If the Print tab is disabled, the link will revert to appearing on the Actions tab. The Print tab can be enabled or disabled by editing the Main Profile in Admin/Site-Specific Profile Page Management.
46918: 3.2: There is a new "Edit Calendar Colors" page that allows administrators to modify the colors used for events on the calendar. The link is on the Admin page in the Calendar Management section.
46858: 3.2: There is a new user role permission called "View Deleted Notes Log". This permission controls access to the Admin/Deleted Notes link, and is related to the recently added "Delete Notes" permission. The new permission allows administrators to grant certain roles the ability to delete/transfer notes, but not give those roles the ability to see all deleted and transferred notes from all cases.
35241: 3.2: Added the ability to mark outreach records created with the built-in process and form as inactive.
Fixes
47138: 3.2: Fixed an issue that could cause an error when a lookup merge was deleted from the merge queue.
47114: 3.2: Fixed a problem with search results on several search boxes (for example, the Case search box on a timeslip). When displayed with Internet Explorer, the yellow search results would shift up and obscure the search box.
47024: 3.2: The list of associated cases on the List Cases tab of an outreach no longer defaults to the logged in user's office.
47006: 3.2: Fixed an issue with the Associate Case With Outreach block that caused an extra Continue button to appear on a form.
46941: 3.2: Fixed a problem that prevented printing the publications print queue using Internet Explorer.
6595: 3.2: Merging a Note Types lookup value will now update the corresponding Note Type in any Notes (Generic) blocks.
Changes for November 4 - November 10, 2010
Effective November 11, 2010 for all demo sites
Effective November 19, 2010 for sites updated weekly
Effective December 3, 2010 for sites updated monthly
Enhancements
46951: 3.2: Clinics: Only show start time on the clinic sign-up sheet. Show emergency contacts on the clinic sign-up sheet. Only reserve clinic appointment slots for 5 minutes, down from 15. Changed the way the appointment history works to track only the history of individual appointments, not all individual status changes on appointments.
46945: 3.2: Added an "Intake User (Readonly)" block for when you want the intake user displayed on a form.
46947: 3.2: Added additional tracking information when deleting or transferring notes. The Delete/Transfer Reason is now required.
46880: 3.2: Added a new option, "Make user change password on next login", to the Edit Multiple Users feature.
46697: 3.2: We have added a new configuration option to the "Restricted Programs/Offices" feature available on the Admin page (this feature restricts access to matters based on a user's office or program). The new option is called "Restriction Type". If it is set to "Intake", the user's office and program will be checked against a matter's intake office and program. If it is set to "Assignment", the user's office and program will be checked against a matter's primary assignment office and program. If Restriction Type is set to "Both", the user's office and program will be checked against a matter's intake office and program and primary assignment office and program. Note that the default value is "Intake".
46134: 3.2: The configuration options for searches have been reorganized and the descriptions updated to make the effect of each option clearer. These options are on the Admin/Top Level Navigation Bar page, on the Search tab.
37182: 3.2: Extended case restriction permissions to notes on the client profile page. Case notes for an associated case will not be displayed if the person viewing the profile does not have permission to view that case.
31904: 3.2: It is now possible to edit the recurring period and end date of a set of recurring events. The changes take effect starting with the event you've chosen to edit.
Fixes
46930: 3.2: Fixed a problem with fundraiser for sponsorship donations where entering a donation row with no amount would cause an error.
46925: 3.2: Saving a report will retain the role permissions of the original.
46914: 3.2: Fixed a problem that would cause an error editing document fields in a PDF document template with compressed fields.
46892: 3.2: Fixed a problem where ".00" was not being appended to appropriate money entries when the "All Money Fields Round to Two Decimal Points" site setting was turned on.
46759: 3.2: When creating a document from a document template, blank percentage and money fields will now display as 0% and $0.00, respectively.
37967: 3.2: Fixed a problem where merging lookups would not update default values on dynamic fields or forms.
37126: 3.2: Deleting an assignment in a separate tab/window will no longer cause an error when reloading a case.
36479: 3.2: Fixed character encoding issues on the conflict search results page that could cause an error.
33958: 3.2: Fixed an issue where, when rejecting a case, you would be prompted to cancel an appointment on the case even if the appointment was in the past.
10918: 3.2: The link to an event in a reminder email now contains the full URL for the event.
Changes for October 28 - November 3, 2010
Effective November 4, 2010 for all demo sites
Effective November 12, 2010 for sites updated weekly
Effective December 3, 2010 for sites updated monthly
Enhancements
46806: 3.2: The "Refer and Close" option in the Disposition block will now display an assignment field on a form. The Disposition block has a new option called "Show Reject Funding Code" to allow funding code to be collected when an intake is rejected via this block.
46759: 3.2: When creating a document from a document template, blank percentage and money fields will now display as 0% and $0.00, respectively.
46748: 3.2: Clinics: The Clinic filter for the Schedule Client list is now a multi-select. The Pro Bono Assignment Attempt page now displays email and phone information and allows emailing a note.
46740: 3.2: Added a new system field called "Next Court Date". The field appears in the Case section of the field list when adding it to a case/matter form or profile.
46728: 3.2: The Level of Expertise that can be selected for each Subject associated with a user's profile is now a multi-select list.
46700: 3.2: Added Intake Date as a column to In-Place Client/Conflict Search. In the Clinics module: added The Users Assigned listview to Schedule Client for Clinic Events; added "Client Notes" as an available configurable column to Clinic Event Appointments and Clinic Event Appointment History, and replaced "general notes" in the standard appointment listview with "client notes".
46698: 3.2: When an Adverse Party alert popup is displayed, clicking the name will keep the popup on screen instead of it disappearing when the mouse is moved; the popup can be hidden by again clicking the name.
46656: 3.2: There is a new Problem Code/Special Problem Code block available for use on dynamic outreach forms. The block has options to make either field required, and an option to display a problem code category and to make it required.
46554: 3.2: The "Notes (Generic)" block has a new option allowing the note type displayed to be a required field. The "Close Case" block has a new option to make the Closing Notes field required.
46214: 3.2: The Start/Stop Time block available for dynamic timekeeping forms has a new option called "Show start/stop times by default" that will display these fields instead of requiring a user to click the "Enable times" button when creating a timeslip.
Fixes
46797: 3.2: Fixed a problem that could cause an error on dynamic timekeeping forms when adding time to a case that does not have a funding code.
46669: 3.2: Fixed a problem that was preventing activities on a case from being deleted.
46606: 3.2: Fixed a problem with the Site-Specific Lookups list. Sorting the list after clicking View All would unset the View All.
46603: 3.2: Fixed a problem that prevented case contacts added during intake from being properly associated with the matter and displaying on the profile if the intake was turned into a case.
46479: 3.2: Using the "Make Contact a User" feature will present a warning instead of an error if that person already exists as a user.
46289: 3.2: Fixed a problem where organization name could be required during an intake if the Group Yes/No field had been set to Yes on a prescreen, even if it was changed to No on an intake form.
39376: 3.2: The Recipients field on a message created with the Send New Message link on the homepage now properly shows it is a required field and will produce a required field warning instead of an error if no recipients are entered.
38203: 3.2: Fixed a problem were the content type was not being properly set when exporting a report to Excel format and the advanced Excel 2003 setting for a site is set to Yes. This resulted in some browser/operating system combinations downloading the file as an HTML file instead of an XML file.
October 28, 2010 Supplemental
Effective October November 4, 2010 for all demo sites
Effective October 29, 2010 for sites updated weekly
Effective November 5, 2010 for sites updated monthly
46741: 3.2: Site-specific timekeeping (service) fields are now available in reports based on the top level Timekeeping table. These fields can be found in Add Fields when editing a report under the Timekeeping > Custom table.
Changes for October 21 - October 27
Effective October 28 for all demo sites
Effective October 29, 2010 for sites updated weekly
Effective November 5, 2010 for sites updated monthly
Enhancements
46657: 3.2: The "Label for Non-Client Time" setting in Admin/Timekeeping Settings (used to change the text of the Add Non-Client Time link on the Timekeeping page) is now also used when starting the Timer to change the text of the "Start Timer for Non-Client Time" link.
46622: 3.2: The LSC Eligibility Information block has a new configuration option, "Client Assets (Including Override)". Similar to the existing "Client Income (Including Override)" option, this allows asset eligibility to be determined by the Financial Information - Alternate block instead of the settings within this block.
46622: 3.2: The Available Appointments list displayed when scheduling into a staff or office appointment slot now has a filter for Program.
46585: 3.2: The client profile page now tells you the current disposition and case it is pulling the "Most Recent Information" from at the top of the page. This is helpful when there are multiple matters or cases created in the same day.
46582: 3.2: Branch Logic blocks have a new configuration option called "Hidden". Selecting this option will hide the toggle field for the block, but still display the branch logic form(s) based on the existing value for the toggle field. For example, if an administrator places a branch logic block on the closing form, selects legal problem code as the toggle field and hides it, then the closing form would not display the legal problem code field, but would display the branch logic form (if any) configured for the case's legal problem code.
46576: 3.2: Canceling a clinic event marks all appointments for that event "Canceled". The canceled appointments will not display on the calendar.
46550: 3.2: There is a new system role permission, "View System Speed Information", available in Admin/User Roles (Permissions). Users with this permission can access the Admin/System Speed link to display information about page load times.
46526: 3.2: There is a new system role permission, "Delete Notes", available in Admin/User Roles (Permissions). Giving a role this permission allows those users to see a Delete/Transfer link on case notes. Clicking the link displays a form that allows the note to be deleted (and provide an optional reason for deleting) or transferred to another case (and provide an optional reason for transferring). The transfer option provides a search box to search for a case by number or name. Transferred notes are deleted from the original case. Users with this permission will also be allowed to view the Note Deletion Log available in Admin/Deleted Notes. The log provides a record of each deletion or transfer. This permission is off by default for all roles.
46096: 3.2: Funding codes (the Source field) in report filters will now include the Code and the Name, for example, "001 - Example Fund", to make finding particular funding codes in the list easier. Note: For existing reports, this will likely require removing the table (not just the field) that contains the funding code and adding it back to the report. For case data based reports this is the "Case Funding Code" table, for timekeeping based reports this is the "Funding Code" table.
46065: 3.2: The Funding Code/Subcode block available for dynamic outreach forms has a new configuration option called "Show Subcode" that allows an administrator to show or hide the subcode on a form.
39415: 3.2: Site-specific outreach fields are now available in reports based on the top level Outreach table. These fields can be found in Add Fields when editing a report under the Outreach > Custom table.
38921: 3.2: The grant subcode page is now easier to use, and does not require returning to the grant profile between edits and additions.
38818: 3.2: Rejection notes are no longer singular. If a matter is rejected more than once, a new note can be entered each time.
37519: 3.2: There is a new "Auto Create Folders" block. Administrators can add this block to an intake form to have specific document folders created if a case is opened. The new block is in the Misc section of the block list. Administrators select one or more legal problem codes for which the folders should be created, then create a list of folders. Any folder after the first folder can be designated a subfolder of the folder immediately above it. Note: the legal problem code must have been set on a form earlier in the intake process, or on the same form as this block. This block does not display anything on the form.
35789: 3.2: The Family Information block has two new configuration options: "Ask for DOB Info" and "Ask for SSN Info". Each option presents a dropdown on the form with "Refused" and "Unknown" values.
35729: 3.2: Branch logic blocks that use a boolean field as the toggle field have a new option to display the Yes/No options in a dropdown list (the default) or as radio buttons. In addition, all branch logic blocks have a new Custom Label configuration option that allows administrators to change the field label displayed instead of the default label of the toggle field.
Fixes
46727: 3.2: Fixed a problem that could cause an error if a site-specific timekeeping field was added to a dynamic timekeeping form.
46659: 3.2: Fixed a problem that prevented the funding code list from loading on a dynamic timeslip when adding time from a case profile.
46651: 3.2: Fixed a problem with the Stop Time field not being populated on dynamic timekeeping forms when using the Timer.
46648: 3.2: Fixed a problem that prevented the funding code on a timeslip from defaulting to the case's funding code.
46628: 3.2: Fixed an issue with dynamic outreach records that contain site-specific fields.
46612: 3.2: When adding or editing site-specific lookup_custom fields, the "Multiple Selections Allowed" checkbox is no longer required (which prevented creating single-select lookup_custom fields).
46574: 3.2: Editing a clinic event appointment from a case profile will now redirect back to the case profile.
46379: 3.2: Fixes a problem with merging organization types during an Organization Merge.
46211: 3.2: Fixed a problem that prevented the "Scheduled by" field from properly displaying the person who created an event or appointment slot.
46123: 3.2: Fixed a problem that prevented editing site-specific lookup values.
39668: 3.2: Pressing Enter after entering text in the search box for Publications no longer disables the Save button.
38942: 3.2: Fixed an issue where address data and county of residence did not display correctly in reports if they were added from the Person table instead of the Primary Home Address table. Also fixed an issue where updating addresses would not always synchronize address data and county of residence to the fields used in older reports; this update will automatically sync all existing data that is not properly synchronized. This update also fixed an issue that caused the older address data fields to still appear under the Person table when using Add Fields to edit a report. This update also fixed an issue in Add Fields where some fields on the Person table would appear multiple times in the list of fields.
10918: 3.2: The link to an event in a reminder email now contains the full URL for the event.
7102: 3.2: If an event's reminder has already been sent, and the reminder date/time is edited to again be in the future, a new reminder will be sent at the new date/time.
6839: 3.2: Fixed an issue with appointment slots not being released properly under certain circumstances when an existing appointment was rescheduled.
Changes for October 14 - October 20
Effective October 22, 2010 for sites updated weekly
Effective November 5, 2010 for sites updated monthly
Enhancements
46466: 3.2: Clinics: User Subjects have been added to the Clinic User listview and Problem Notes to the Clinic Appointment History listview. Problem Notes is now an editable field on the Appointment Profile. Clinic Events now have an Active field.
46461: 3.2: Clinics: Added a list of users associated with a clinic at the bottom of the Sign-in sheet.
46460: 3.2: Clinics: Added buttons to clinic profiles for "Add Emergency Contacts" and "Add Site Hosts", and hid the data entry fields for each by default.
46358: 3.2: The Program filter on the Recommended Documents list now properly defaults to the program a case is currently assigned to.
46316: 3.2: There is new configuration option that will display the name of the person who closed a case in in the Closing Information tab of the taskbar. Enable this option by editing the "Rightside: Closing Information" element on the main profile, and selecting "Show Caseworker who closed case".
46220: 3.2: Clinics: Added support for a default number of attorneys for a clinic, which opens that number of selection rows when using Bulk Attorney Scheduling.
46218: 3.2: "Clinic Appts" is now available in the Type list after clicking the red Search link.
38399: 3.2: Filtering the calendar for an office without selecting any users in the "Only show calendars for these users" section no longer displays probono users.
36461: 3.2: There is a new setting called "Schedule Reservation Minutes" in Admin/Calendar Settings. When a user clicks on the Schedule link for an open appointment slot, that slot will be 'reserved' for the number of minutes set. Another user trying to schedule into the same slot will get a message that the slot is reserved. The slot will also display "Reserved" in place of the schedule link on the scheduling page. If the user does not fill the slot within the time set (by clicking on Continue on the event form), the reservation will be removed and the slot will be again be available.
Fixes
46501: 3.2: Site-specific boolean fields now display Y/N instead of T/F in reports, and will work correctly in report filters.
46449: 3.2: Funding code filters for offices and programs are applied when editing the funding code on a case.
46287: 3.2: Fixed an issue with hidden but required fields not being validated properly on forms. For example, if a hidden, required field defaulted to a user's preference, but that preference was not set for a user, a required field warning will display instead of an error.
46283: 3.2: Fixed an issue with Internet Explorer not honoring drag and drop of forms when editing processes.
45995: 3.2: The Excel icon will now properly export a list of conflict search results.
38540: 3.2: Fixed an issue with the filters on case notes on the case profile page. Also fixed an issue with notes entered the same day as case questions notes sometimes sorting below instead of above the case question notes (which are sorted as a group).
34687: 3.2: Corrected a problem that could cause the time on notes to use an incorrect timezone.
35592: 3.2: Fixed a problem on dynamic timeslips where the Caseworker and Date of Service fields would reset to the default values after using "Save and Add Similar" instead of maintaining the user's selections (if different than the defaults).
33890: 3.2: The Recipients search box for a message created with the "Send New Message" link on the homepage will now only search for users with Login Active set to Yes. (A user must be able to login to LegalServer to see these messages.)
6467: 3.2: Fixed a problem with the "Save and Add Similar" button on built-in timekeeping forms for pro bono client time and pro bono non-client time. That button will now start another pro bono timeslip instead of a staff timeslip.
Changes for October 07 - October 13
Effective October 15, 2010 for sites updated weekly
Effective November 5, 2010 for sites updated monthly
Enhancements
46362: 3.2: Clinics: The "Clinic Users" listview element has 3 new columns available in the configuration options: Home Phone, Mobile Phone, and Address.
46361: 3.2: Clinics: The Bulk Attorney Scheduling block has a new configuration option called "Show Notes". When enabled this will display a Notes text box next to each attorney line on the bulk scheduling form.
46360: 3.2: Clinics: Added a column to the Event Sign-in Sheet that shows if a matter is LSC Eligible.
46359: 3.2: Clinics: On the Clinic Appointments list, added the Problem Notes column and a column that displays the name and case/matter ID number as a clickable link.
46315: 3.2: The "Add New Document" form on cases now has an "Upload and Add Another" button to allow multiple documents to be uploaded to a case at once.
46337: 3.2: The Activity Code and Activity Type blocks available for dynamic timekeeping forms each have a new configuration option that allows administrators to hide one or more codes or types in the dropdown list the blocks display.
46307: 3.2: Clinics: Added a 'reserved' feature to clinic appointment slots. Once a user starts an intake for a slot, another user attempting to fill the same slot will receive a "Slot reserved" message. The lock on the slot will expire after 15 minutes if the first user does not continue with the intake.
46219: 3.2: Clinics can now have default start/end times, number of appointments, and number of appointments per slot, which are then automatically set on clinic events.
46218: 3.2: "Clinic Appts" is now available in the Type list after clicking the red Search link.
46169: 3.2: There is a new "Disposition Office" field in reports on the Case Data table. The field displays the Assigned Office if set, or the Intake Office if set, or the Prescreen Office. This allows, for example, for a matters report to be filtered by office without needing to run separate reports based on prescreen/intake/assigned office.
46036: 3.2: A new configuration option has been added to the Adverse Party v2 block called "Show Adverse Party Alerts". The name of an adverse party with an alert will display in red in search results, and floating the mouse over the red name will display a tooltip with the text of the alert. After enabling this option, a text box called "Adverse Party Alert" will appear when adding an individual as an adverse party. If any text is entered in this field, the alert will be 'on', and removing this text will turn the alert 'off' for that person.
39444: 3.2: The Seniors Information page now redirects to the case profile after clicking Continue, instead of updating and staying on that page.
38702: 3.2: Clinics: A new "Aux Data" block is available to allow collection of demographic totals for clinic event attendees.
Fixes
46332: 3.2: Fixed an issue that could cause forms to not be listed in Admin/Site-Specific Process Management.
46242: 3.2: Fixed a problem that would cause an error when using the "Make this Contact a User" link on a contact profile page.
37696: 3.2: If a numeric field is configured with a "Min" value of 1 or higher, a 0 in that field will now produce a validation warning and not allow a form to be saved.
34775: 3.2: In document templates, the lists shown when mapping fields no longer include inapplicable lists such as "Last 5 Time Entries".
34728: 3.2: When editing an existing case timeslip, the funding code will not auto-update to the funding code assigned to the case, instead retaining the funding code originally selected even if the case now has a different funding code.
34615: 3.2: Starting the Timer after clicking Add Case Note will no longer cause any loss of note text as the page refreshes.
32179: 3.2: Resolved a problem that could result in the funding code on a timeslip being checked against a null office value producing an error.
31657: 3.2: An invalid (non-numeric) entry in a frequency field on a financial information form now causes a warning instead of an error page.
10216: 3.2: Documents and document templates can now not be edited unless the user created (uploaded) the document or template, or the user's system role has the "Administer Documents" permission.
Changes for September 30 - October 06
Effective October 8, 2010 for sites updated weekly
Effective November 5, 2010 for sites updated monthly
Enhancements
46221: 3.2: Added the ability to record an emergency contact and a site host for Clinics.
46217: 3.2: The In-place conflict search block can now be configured to copy the income/family size from the parent case when using the "New case" feature.
39004: 3.2: The Recommended Documents list now defaults to being filtered by the case's problem code. For sites with external resources such as Probono.net or Lawhelp, changing the problem filter to "all" is done by deselecting the problem code instead of having to select all problem codes in the filter.
38253: 3.2: The Timekeeping Log list now displays the grand total for the entire list in parentheses next to the page total.
Fixes
46156: 3.2: Fixed issues with the Add Event block when used on intake forms.
46034: 3.2: Fixed a display problem with the Disposition block that could occur if it was configured to not ask for a Close Reason, but the default option set a Close Reason.
39704: 3.2: Fixed an issue where the "Date (Open, Intake, Prescreen)" column could be blank on imported cases that had not been edited since data import. This could have prevented cases from showing up in the Combined Cases, Matters, & Prescreens list and also on any reports which displayed or filtered on this field.
39595: 3.2: When searching for either a DOB or SSN without a name, only exact DOB/SSN matches appear. When searching for a name and a DOB or SSN, an exact match on DOB or SSN is not required to return a result.
39492: 3.2: Fixed an issue with entering long locations for outreaches.
39403: 3.2: Fixed an issue with loading a contact profile if the contact was associated with a note from an event that had been deleted.
39202: 3.2: Fixed an issue that prevented saving changes to the Show SSN and Show DOB configuration options on the Adverse Party (Prescreen) block.
37894: 3.2: Fixed an issue with the "Create a new case" feature of the Family Information block. If enabled, this option allows a user to create a new subordinate case when adding a family member to an existing case. Cases created using this feature did not have an intake assignment. This resulted in cases without an intake user and would cause confusing results in a report based on intake user. This feature now creates an intake assignment for the user adding the family member and new case as if the intake had been started and completed on that date. This update will automatically create intake assignments retroactively for any affected cases.
36636: 3.2: Fixed an issue where case profiles would error when the files attached to them were missing. This was only an issue on demo sites where the attached files were not copied and live sites in the rare case when an error occurred while uploading the file.
36006: 3.2: Fixed an issue on date entries where the system would accept '0' as a valid input on month, day, or year and would replace it with 'NaN', causing errors when the form was saved.
35097: 3.2: Fixed a problem with Internet Explorer obscuring the search text on the Staff search box when adding an outreach record.
32233: 3.2: The "Last Six Months" date preset in report filters will now set the From and To dates to the 6 month period preceding the current month (previously, the To date was the current date).
Changes for September 23 - September 29
Effective October 1, 2010 for sites updated weekly
Effective November 5, 2010 for sites updated monthly
Enhancements
46101: 3.2: The County lookup field is now available on Outreach records.
46048: 3.2: Dynamic calendar event profile pages now support rightside elements.
40292: 3.2: To more clearly differentiate it from the Calendar Event Type lookup, the fundraiser Event Type lookup has been renamed to "Event Management Event Type."
39681: 3.2: Added the ability to report on Pro Bono users that are associated with outreach/other matters records. On a report based on the top level Other Matters table, add the sub-table "Other Matter Pro Bono Combined" or "Other Matter Pro Bono Split". The first table can be used to report "one row per outreach", combining the names, the second table will produce one row for each pro bono user associated with an outreach. Note that only "Full Name, Last Name First (Filterable)" will present a selectable name list when added as a filter. All other fields must be filtered on with a text substring search.
38970: 3.2: Added a filter for Module Name to the Site-Specific Field list to allow only fields related to a specific module (Case/Matter, Litigation, etc.) to be displayed.
38961: 3.2: Timekeeping is now a sub-table of the top level Case Data table in reports. This allows reports based on case data to include detailed information about timeslips associated with cases and matters. Previously, the only time-related information available on case reports were the Total Time for Case and Total Probono Time for Case fields.
37867: 3.2: The Admin page has been redesigned. Items have been re-grouped and alphabetized within each section. The descriptions that appeared under each item in gray text have been moved into mouseover tooltips to cut the page length in half.
36570: 3.2: The Litigants block on the litigation form has a new configuration option that allows Protected Reason to be required if a litigant is set as Protected. The litigation form is in Admin/Site-Specific Process Management. Select Litigation for the Process Type, click View/Edit, then click on the Primary Forms tab.
Fixes
46052: 3.2: Fixed an issue with sorting on the Work Organization column on the Contacts list.
46023: 3.2: The updated Client Profile page now properly displays the most recent address from the most recent case at the top of the page.
45988: 3.2: All adverse parties entered in the "Adverse Parties (Prescreen)" block will display correctly on the prescreen summary profile and transfer correctly if the prescreen is escalated to a full intake.
45977: 3.2: Fixed a problem with the Docket Number block in the litigation module not allowing the "Format?" option to be turned off.
39686: 3.2: Percentage of Poverty and Adjusted Percentage of Poverty are now copied when creating a case via the Quick Client Add link.
39641: 3.2: The "Add Staff Time" and "Add Pro Bono Time" links on the Timekeeping/Cases list now link to the proper process if dynamic timekeeping forms and processes have been configured for a site.
39640: 3.2: Editing a case note created by a timeslip will now use the proper form (dynamic or built-in depending on the site configuration).
39425: 3.2: Inactive funding codes no longer appear in the Funding Code filter on the Cases tab.
Changes for September 16 - September 22
Effective September 24, 2010 for sites updated weekly
Effective October 1, 2010 for sites updated monthly
Enhancements
39643: 3.2: An "Event Link" block is now available for dynamic event forms. The block will create the link between an event and a case or outreach if the form it is on is called from a case or outreach profile.
39623: 3.2: A "Date of Service with Lock Date" block is now available for dynamic timekeeping forms. Use this block instead of the Date of Service field to have the form respect the Timekeeping Lock Date that can be set in Admin/Timekeeping Settings.
39466: 3.2: Added "Age" filters for dates in reports. These can be used to filter a date based on its age in years. A typical application would be to add an age filter based on the Date Of Birth field to filter based on a client's current age.
39431: 3.2: Added Case Disposition as a column in the list of cases shown on a client profile page.
39421: 3.2: "Accounting Code" is a new system field available for use on dynamic timekeeping forms. It is also available as a column in the Timekeeping Listview element for forms and profile pages. It is in the Disabled Columns by default.
39413: 3.2: Several changes have been made to the Clinic module: The clinic event appointment slot block will now refuse to proceed unless some slots are created. There is a "Problem Notes" column available for use in the appointment slot list. The upcoming clinic event list now filters by active clinics by default. It is now possible to create custom fields for both clinics and clinic events.
35304: 3.2: Added a HUD Counseling Category block for use on forms. The block displays categories, then appropriately limits the subcategories available based on the category selected.
12353: 3.2: The Activity Type timekeeping block available on dynamic timekeeping forms can now be configured to only show "non-client" options, and to require the activity type field.
Fixes
39683: 3.2: Fixed a caching issue that could cause conflict search results to not be updated properly if a client's name was changed during intake after the initial search results had been displayed.
39677: 3.2: Common Adverse Parties now only display the business name on a profile page, and will not display an individual's name that might have been stored in earlier versions.
39671: 3.2: Made the secondary eligibility option for certain lookups clearer. If a name for "Secondary Eligibility" was not set in Admin/Process Settings, the Secondary Eligibility column would not appear in applicable lookups. The column now appears as Secondary Eligibility even if a name is not set. If a name is set, the column will use it in place of "Secondary". The affected lookups are Citizenship Statuses, Immigration Status, Legal Problem Codes, and Special Legal Problem Codes.
39583: 3.2: Clicking the Add Staff Time link from a case note form will no longer cause an error.
39565: 3.2: Fixed a problem that caused event notes to appear blank in reports. They now appear when added using the "Event Notes (Combined)" table. Note that the Strip HTML field format may be needed to make these notes display properly. Site-specific event fields (for dynamic events) are now available in reports as well.
39498: 3.2: Fixed an issue that caused extremely long breadcrumbs at the top of certain pages.
39470: 3.2: Fixed a problem that was causing the Admin/Non-Posted Time page to load very slowly.
39155: 3.2: Fixed an issue with creating recurring events that could cause only a single event to be created, on the Recurrence Ends date.
39026: 3.2: The Adverse Party v2 block now lists Common Adverse Parties based on Business Name (older versions of LegalServer provided an individual name and a business name for common adverse parties).
38409: 3.2: Fixed an issue that caused the email addresses of the recipient(s) of an emailed note to not appear in the case note.
38266: 3.2: Fixed an issue that caused funding code and program to not display correctly on outreach/other matters records on sites with a specific configuration.
34184: 3.2: Fixed a problem that could occur when merging Subjects.
September 16, 2010 Supplemental
Effective September 17, 2010 for sites updated weekly
Effective October 1, 2010 for sites updated monthly
Enhancements
38973: 3.2: Added a new search configuration option called "Begins With excludes Looks and Sounds Like results". This option is off (set to No) by default. Turning this option on will only include literal string matches in Begins With search results. Administrators can set this option on the Search tab of the Admin/Top Level Navigation Bar page.
Changes for September 9 - September 15
Effective September 17, 2010 for sites updated weekly
Effective October 1, 2010 for sites updated monthly
Enhancements
39428: 3.2: Date fields on dynamic timekeeping forms have a new option to display a date picker calendar.
39427: 3.2: Added a configuration option to the Adverse Party block called "Show Intake Office Column in List".
39148: 3.2: Dynamic processes to create an event will now display links on the right hand side of event profiles. The link name will match the dynamic event's process name.
39045: 3.2: Added a new search option called "Show litigations in people search results". The option is off by default. If turned on, search results will include a row for each litigation record on a case if the case is returned by the search. The option is on the Admin/Top Level Navigation Bar page under the Search tab.
39039: 3.2: Added a new system intake type called "Quick Intake". Added configuration options to the Basic Financial Information block to make the Family Size and Gross Income fields required. Added a configuration option to the Disposition block to make the close reason field display-only.
39027: 3.2: The Funding Code and Activity Type blocks available for use on dynamic timekeeping forms now honor a user's non-client time preferences.
36004: 3.2: The character limit for the text area of monetary fields has been increased to allow entries up to 99,999,999.99 (when the commas and decimal are entered).
Fixes
39409: 3.2: Fixed an issue with editing adverse parties using the old version of the Adverse Party block.
39380: 3.2: Fixed an issue with displaying the name/address of probono assignments under some circumstances.
39073: 3.2: Fixed an issue with the zip code lookup in the Address block returning "undefined" for city and county. (Hotfixed to all affected sites).
35851: 3.2: Trying to add a duplicate value to a site-specific lookup will produce a "Value already exists" warning instead of an error page.
Changes for September 2 - September 8
Effective September 10, 2010 for sites updated weekly
Effective October 1, 2010 for sites updated monthly
Enhancements
39007: 3.2: There is now a 9 digit zip code format for report columns. Using this on a zip code column will cause the reporting system to reformat zip codes to always have a dash in the correct place.
38964: 3.2: A configuration option has been added to the Conflict Search v2 block which allows the intake office to be displayed as a column in the results list.
38684: 3.2: Clinics: Added a "Clinic Appointments" list to the main clinic page. Rescheduling a clinic appointment now returns you to the event profile instead of a case profile. Clinic appointment statuses can be associated with default reject reasons, which are, in turn, honored by the case disposition block and rejection block in rejection processes.
38250: 3.2: The Adverse Party (Prescreen) block can now be configured to prompt for SSN and Date of Birth.
37749: 3.2: Event Notes can now be added to reports based on the Events data source. In order to add this information, click Add Fields, add the "Event Notes (One Row Per Event)" sub-table, then expand the field list under that table and add the "Combined Notes" field.
Rev 37251: 3.2: There is now a "Calendar Settings" section on the Admin page in which the built-in "New Event" link in the calendar can be disabled if a dynamic form and process is being used for new events.
31793: 3.2: Added a filter for Other Matter Type to the Other Matters list.
Fixes
39046: 3.2: Fixed a problem with entering a zip code in an address block not populating the county and city fields. (Hotfixed to all affected sites)
39042: 3.2: Fixed an error caused by configuring a default close reason on a disposition block without also asking for close reason.
39008: 3.2: The Save Draft button that can be configured to display when creating case notes now only creates drafts, not actual case notes.
38989: 3.2: Fixed an issue with deleting tables in reports. The issue appeared when in "Add Fields" and the red X next to a table was clicked. The remove silently failed and the table would reappear if you went back into Add Fields. It now properly removes it.
38940: 3.2: Fixed an issue where system navigation tabs could not be reordered, saved, or enabled, depending on the particular mouse movements of the user. Clicking continue would silently reset the changes. This feature now works properly.
38888: 3.2: Fixed an issue in reports which caused the error "Call to undefined method data_format::interval_to_number()" when an admin attempted to average the column values for a column of the "interval" data type. It now functions as expected.
38844: 3.2: Fixed a full page error involving an invalidly formatted date being entered into a required date/time field.
38822: 3.2: Fixed an issue withe Format configuration option on the Court Case block.
38697: 3.2: Clinics: Restored the Clinics and My Clinics tabs on the main Clinics page (moved them from the taskbar).
38673: 3.2: Fixed an issue which kept some form names from showing up in the breadcrumbs at the top of the page, leaving no link back to the case profile after clicking a link in the taskbar on a case.
38456: 3.2: The "Recommended Documents" list now filters by a case's assigned program by default.
36511: 3.2: The Number of People Under 18 and Number of People 18 and Over fields will now default correctly on financial information forms to 1 and 0 respectively if the client is under 18.
34504: 3.2: Fixed an issue with removing common adverse parties from a case.
32853: 3.2: When Problem Code Category field is shown, for example on a Case Questions form, the "Show All Problem Codes" checkbox now appears to the right of the problem codes dropdown instead of to the right of the problem code category dropdown.
9924: 3.2: The "Timekeeping Object" timekeeping block now respects the "Add Time to Closed Cases" permission. Users without that permission will not be able to use dynamic timekeeping pages to add time to closed cases.
Changes for August 26 - September 1
Effective September 3, 2010 for sites updated weekly
Effective October 1, 2010 for sites updated monthly
Enhancements
38899: 3.2: The Cases list can now be filtered on problem code category.
38885: 3.2: The Court Case block now refers to Docket Number using the proper field name rather than "Court Case ID".
38852: 3.2: Legal problem category can now be picked on a prescreen by adding Initial Legal Problem Category to a prescreen. This is then used to default the category selection in a full intake. The Initial Legal Problem Category can be reported on, but the existing field for problem code category should be used in reports as the new field will not necessarily match the category of a case's legal problem code.
38717: 3.2: A new block has been added for litigation processes for entering docket numbers. It has a configuration option to enforce docket number formatting like the Court Case block available for cases/matters.
38713: 3.2: There is a new permission for "Edit Own Office" in Admin/User Roles (Permissions) which can be disabled to prevent users from editing their own office on their profile page. Typically this would be disabled when the restricted offices feature is being used to prevent a user from changing their office to work around the restriction.
34429: 3.2: The "Limited" outreach template permission can now restrict access to either users associated with an outreach or the office of an outreach on an outreach-by-outreach basis. This is accomplished via a restrictions field which can be added to dynamic outreaches. Also added a configuration to hide these outreaches from the listview.
Fixes
38855: 3.2: Resolved an error when filtering Messages on the home page using the "A to Z" filter.
38820: 3.2: Disabled the MS Exchange synchronization configuration option on demo sites to avoid confusion. Previously it was only shown on demo sites for testing purposes, now it will not show unless explicitly enabled.
38666: 3.2: Fixed an issue where contact profiles would display an error if they contained a certain type of note.
38521: 3.2: Case transfer configuration pages and the case transfer list now have breadcrumbs back to the Admin page.
38063: 3.2: Fixed an issue where any user having a start date with a year greater than 9999 would cause any report with user filters to crash immediately upon opening.
37130: 3.2: Fixed an issue with the Activity Code block available for use on dynamic timekeeping forms. When editing an existing timeslip, the saved Activity Code value will be properly displayed on the form.
36023: 3.2: Removed time zone from assignment start and end date. This will allow report date filters to work on these values when a user had their time zone set incorrectly. Previously the wrong time zone would cause the assignment date to possibly show up in a different day, at times changing the month in which an assignment showed up. Because some users had their time zones set incorrectly, 6 hours is added to the start time and the time zone is removed, which should fix the problem without changing the way the dates show.
33840: 3.2: Cells in report crosstabs will no longer erroneously show very low values in scientific notation.They will now correctly display as 0.
Changes for August 19 - August 25
Effective August 27, 2010 for sites updated weekly
Effective September 3, 2010 for sites updated monthly
Enhancements
38324: 3.2: Dynamic timekeeping forms that use the Confidential Notes block have a configuration option to display a Save Draft button. Any draft notes saved will now display a link to the case with the client's name and the case ID number rather than just the case ID number. The case link is also now shown for case note drafts as well.
37421: 3.2: It is now possible to do red searches for Court Case ID numbers (called Docket numbers in litigation records). The Conflict Search Results v2 block can now be configured to show a column called Docket and display these numbers. In addition, a new Court Case ID (Prescreen) block is available for use on prescreen forms to allow collecting and doing a conflict search on Court Case ID.
Rev 37048: The Options tab on the right side of timekeeping pages now shows links in alphabetical order.
Rev 37020: Long lists will now display significantly faster. Some lists are 5 times faster than before.
36792: 3.2: In order to prevent entry of duplicate timeslips, etc., most forms will now disable the submit button while the form is processing data.
33977: 3.2: We have significantly reduced the amount of time required to send out email messages (from notes) that contain large attachments. This should help avoid timeout errors when attached large files to notes that are being emailed.
Fixes
38655: 3.2: Fixed a problem that could cause an error when copying certain dynamic profiles.
Rev 37046: The Submit blocks available in dynamic timekeeping forms will no longer display a form's built-in submit button.
35704: 3.2: Fixed a problem that prevented certain documents from being downloaded when using Internet Explorer.
August 20 Supplement
Effective August 20, 2010 for all sites
38318: 3.2: Reports with user filters will open faster in both run mode and edit mode. Sites with thousands of users should see load time on these reports reduced by more than half.
Changes for August 12 - August 18
Effective August 20, 2010 for sites updated weekly
Effective September 3, 2010 for sites updated monthly
Enhancements
38268: 3.2: The Document List block now has configuration options that allow administrators to change the label for each subtab, such as Recommended Documents.
38246: Clinics: The 'Bulk Attorney Scheduling' block now has a configuration for showing Assignment Type. Note that the Assignment Type lookup values must be configured to display for Clinics.
36264: 3.2: Immigration form I-90 is being updated to the latest version.
35006: 3.2: Added a multi-select Professional Associations field to user profiles, an associated Lookup to add/edit professional associations, and appropriate links in the reports module.
34197: 3.2: There is a new table "Date of Last Assignment" available in reports as a sub-table of System Users. The field on that table is the last (most recent) date the user was assigned to a case.
32133: 3.2: The Contact Active Yes/No field is now displayed on user profile pages. This allows administrators to mark a user's contact record inactive at the same time they are changing the Current or Login Active fields for a user.
Fixes
38317: 3.2: Corrected the description on immigration form EOIR 26 from "Fee Waiver" to "Notice of Appeal from Decision of an Immigration Judge".
38290: 3.2: Corrected the wording in the "Select Activities" line in the yellow instruction box on the Site-Specific Process Management page.
38283: 3.2: Fixed an issue that could cause some funding codes to be improperly disqualified when entering time. (Hotfixed to all affected sites)
38221: 3.2: Fixed an error that could occur if two users were simultaneously editing a client's address.
38197: 3.2: Fixed an issue that could cause full page errors completing immigration forms if certain fields were blank.
37860: 3.2: Fixed an issue with electronic case transfers where all of the adverse party details were transferring as blank. (Hotfixed to all affected sites)
37119: 3.2: Replaced a full page error with a warning if an invalid date is entered into a report date filter.
37042: 3.2: Fixed an issue where exporting to multiple worksheets in a report would cause Microsoft Excel to error on open if one of the tab names was blank.
Changes for August 5 - August 11
Effective August 13, 2010 for sites updated weekly
Effective September 3, 2010 for sites updated monthly
Enhancements
38179: 3.2: The in-place client search block can now be configured with 'Create New Case' text.
38179: Clinics Module: The Clinic Appointment Profile now links to the associated case, displays the client's phone number, displays the client notes, and can be configured to show certain auxiliary processes on the right side. This configuration can be found in Admin > Extended Modules > Clinic. Added a 'Clinic History' field to matter which will display the appointment history of the case. The Upcoming Clinic Events list now has filters for client's first and last name. The clinic events list on the clinic profile now has a filter for event date, defaulting to one month in the past and two months in the future. Both the Search Results (v2) block and the In-Place Client Search block now have a configuration to exclude clinic clients. Clicking 'Clinic Event' in the breadcrumbs will now direct users to the clinic homepage.
38115: 3.2: The Subject field on dynamic outreach records can now be limited by the Type field. A new "Type + Subject" block is available for use in dynamic outreach processes that takes advantage of these settings. Additionally, grants can now be limited by outreach type.
38056: 3.2: A Program can now be selected on the Pro Bono/Other User Assignment form. This is the form reached after clicking "Recommend Pro Bono/Other User" on a case, then clicking Assign for one of the users listed. The change allows assigning pro bono users to a case even if the pro bono user's profile does not have the Program/Project field set in the user profile.
37988: 3.2: Dynamic calendar events now allow monthly recurring events to recur on the xth day of the month; for example, the second Tuesday of the month, the fourth Thursday, etc.
37988: Clinic Module: Clinic Appointments can now appear in the calendar. Go to Admin > Extended Modules > Clinic Settings to configure this. Clinic Events can also now recur on the xth day of the month.
37867: 3.2: The Admin page has been revised to make it easier to find information. Some of the links have been regrouped. The descriptions which appeared in light gray text below links have been removed and now appear when you place your pointer over a link, cutting the number of lines of text on the page in half. The links within each group have been alphabetized.
37206: 3.2: We have added a 'Client Notes' field to cases, which will be shared by all cases which have the same client. The In-Place Client Search block no longer submits the form it is on when pressing enter in the first, last, ssn, etc. fields; pressing Enter with the focus in one of those fields will perform the search (as if the Search button was clicked).
37206: Clinic Module: In-Place Client Search block has a configuration for searching only clinic clients. The Clinic Appointment Status lookup values can be configured to cause the appointment to be cleared and the case rejected or rescheduled. We've added a "Mass Update Appointment Status" block for clinic events and a "Bulk Attorney Schedule" block for clinics to make mass updates easier. The "Appointment Creation" block has a configuration to show a label associated with each appointment. We've added two new clinic settings: "Create Case Assignments for Clinic Appointments" causes a case assignment to be created whenever an assignment is given to an appointment with an associated case; "Close appropriate Case Assignment when Clinic Appointment ends" will cause any case assignment associated with an appointment to be closed if the appointment is deleted or a new user is assigned. We've added a Clinic Notes field to the extra information of the user profile. This note will appear in the 'Assign User to Clinic Event' process. We've added error checking which will prevent users from associating two cases with a single appointment.
11110: 3.2: Added subtotal and remainder fields to the grant goal breakdown page. These values are updated as the user adjusts the numbers of the subgoal amounts.
Fixes
38205: 3.2: Fixed a problem re-opening a case that did not have an assigned program.
38202: 3.2: Fixed an issue with the date portion of the start/ending time for events not appearing in notes emailed about an event.
38183: 3.2: Several address fields on the Person table in reports have been hidden to avoid confusion with the fields under the Person > Primary Home Address > Address table.
38142: 3.2: Fixed an error that occurred when editing an existing office appointment slot. (Hotfixed to all affected sites)
38075: 3.2: Fixed an issue that prevented valid dates entered without slashes or dashes from being recognized. An entry such as 08062010 will now be converted to 08/26/2010. (Hotfixed to all sites)
38068: 3.2: Fixed an error when creating an office appointment slot. (Hotfixed to all affected sites)
38049: 3.2: Fixed a problem that caused fields configured as read-only on forms to be required when a form was submitted.
38009: 3.2: Fixed an issue where "There was an error" would appear at the top of case profiles containing the legal problem code category on demo sites.
38002: 3.2: Fixed an issue with the Deadline form email recipients field not searching for users based on what's been typed into the box.
37450: 3.2: Fixed an issue with the "Save Draft" button on notes remaining inactive after using it once, even after entering additional text in a notes field. This only occurred using the Rich Text Editor.
36248: 3.2: Fixed displaying the conflict result list for clients who had complex characters (accented text or MS-Word apostrophes) in their names.
Changes for July 29 - August 4
Effective August 6, 2010 for sites updated weekly
Effective September 3, 2010 for sites updated monthly
Enhancements
37822: 3.2: On the Fund Activity list on the "View Funding Activity" page on a grant, the Time Spent entries are now links to timeslips and deposits.
37780: 3.2: Site-specific fields can now be added to all dynamic modules (timeslips, outreaches, activities, etc.) Site-specific fields could previously only be used on forms and profiles for cases and matters. To add a field for a specific module, go to Admin/Site-Specific Field Management then "Create a new site specific field." The first field on the form is "Module", which defines the module the field will be associated with. The field will then display in the list of available fields when editing a form or profile for that module.
37775: 3.2: Scheduling events will now display the day of the week in the scheduling list; added a configuration to the Disposition block to 'Set Pending and Schedule Staff' and 'Set Pending and Schedule Office'.
37739: 3.2: The 'Matter Options' rightside element (which is active on prescreen and hotline profiles) now has configuration options for adding links to auxiliary processes.
37713: 3.2: Added an "Event Title/Type" field to the fields available for dynamic Activity forms and profiles.
37329: 3.2: Offices in the Office filter on the cases tab are now listed in alphabetical order. Funding codes in the funding code filter on the cases tab are now ordered by listing weight, then code. Also, the listing weight is now shown in the main funding code list in Admin/Grant Management.
11114: 3.2: Added a filter for "Has Goals on Grant" to the "Fund Activity" list displayed by the "View Fund Activity" link on a grant in Admin/Grant Management. Also added a new tab and list to that page called "Fund Activity User Summary".
Fixes
37955: 3.2: Fixed an issue with address information not saving if the neighborhood field was enabled on the Address block.
37935: 3.2: Fixed an error that occurred if the 'Prompt for LSC Matter Referral Reporting Code' configuration on the Disposition block was not selected.
37922: 3.2: Fixed an issue that could cause an error adding an activity to certain events. (Hotfixed to affected sites)
37903: 3.2: Fixed an error that occurred when creating litigation records without filling in the Protected field on litigants other than the client.
37864: 3.2: Fixed an issue which caused empty outcomes to be saved (and displayed on the right side of a case profile).
37842: 3.2: Hotfixed an issue which caused a full page error on the disposition page under certain circumstances.
37837: 3.2: Fixed an error that occurred on dynamic timeslips that had the ajax user search configured. (Hotfixed to all affected sites)
37821: 3.2: Fixed an issue with creating bulk referrals. (Hotfixed to affected sites)
37817: 3.2: Fixed an issue with Legal Problem Code Category in reports. The values were displaying as blank in most situations and the filters did not work.
37776: 3.2: The Activity Outcome block no longer mentions the Value field as it has been removed. The Activity Time entry block now properly displays on an activity profile.
37682: 3.2: Fixed an issue with the SSN field on adverse parties not respecting the 4/9 digit SSN site setting.
37574: 3.2: Fixed a problem that caused an error if the default permissions for each system role were changed from the defaults on dynamic processes.
Changes for July 22 - July 28
Effective July 30, 2010 for sites updated weekly
Effective August 6, 2010 for sites updated monthly
Enhancements
37663: 3.2: Items in the Matter Referral Codes lookup can now be edited to indicate which are used for bulk referrals.
37646: 3.2: Added a connection in reports between Calendar Events and Activities. From the top level Events table add the subtable "Associated Activity (One Line per Activity)", then the subtable "Activity". That table contains fields and subtables for the information stored with activities.
37605: 3.2: Added an Office multi-select to reports and lists and enabled changing the Category in Saved Reports.
37594: 3.2: We've added a 'Reply' feature to LegalServer messages. Clicking this link will default a response message to have 'Re:' + the previous message title, and to send to the previous message's sender. The message sent will also contain a reference to the original message, allowing the original sender to see what he or she wrote. Replying to a message will automatically dismiss the message being replied to.
36016: 3.2: Administrators can now use the "People Finder Fuzzy Name Match Required" setting to give sounds like and looks like results in "Begins With" searches (using the red Search link) a lower priority. The default setting is "Yes", but can be changed in Admin/Top Level Navigation Bar on the Search tab.
32134: 3.2: You can now "merge" organizations. For example, if organization A and organization B should really be one organization, you can migrate all cases, users, timeslips, etc., associated with A into B. To do this, your role must have the new "Merge Organizations" permission, which is not selected for any role by default, but can be granted to a role in Admin/User Roles (Permissions). To merge organization A into organization B, go to organization A's profile. On the right side, there will be a link for "Merge into Another Organization." Here you can select an organization to merge into, or, if this organization is already scheduled to be merged, view and/or cancel the merge. Merges should occur during off hours, so a queue is visible at Admin/Organization Merge Queue. You can re-order the entries here and set the time for the merge to occur.
Fixes
37714: 3.2: Fixed a problem with editing the folder on a document which was attached to a case through e-mail.
37701: 3.2: Fixed an issue with the Refer And Reject case disposition option where the user would be taken back to the disposition page after setting up the referral instead of being taken to the rejection process.
37643: 3.2: Fixed an issue which caused Percentage of Poverty to not save correctly at the point of case acceptance. Adjusted affected cases to reflect the proper percentage.
37641: 3.2: Hotfixed an issue with the in-place listview refreshes that occurred with Internet Explorer 6 and 7.
37630: 3.2: Fixed an issue with reports where changes to the columns to display in Data Options would be ignored when the report was run. (Hotfixed to all affected sites)
37627: 3.2: Fixed an issue where some reports would display "Fatal error" immediately upon loading.
37586: 3.2: Fixed an issue in reports where assignment filters in reports were producing no results when one or more names were chosen. (Hotfixed to all affected sites)
37583: 3.2: Hotfixed an issue which prevented the outreach/projects tab from displaying correctly under a limited number of configurations.
37559: 3.2: Fixed a problem that could occur with displaying the family member block within a case profile. (Hotfixed to affected sites)
37538: 3.2: Fixed an error that occurred on some demo sites when attempting to display a case.
37533: 3.2: Fixed an error with downloading generated documents. (Hotfixed to all affected sites)
37459: 3.2: Fixed an issue with recurring appointment slots where the additional slots created would not have the same Interview Type(s) as the first slot.
37354: 3.2: Fixed a problem that prevented editing case notes created by Case Specific Questions. (Hotfixed to all affected sites)
37196: 3.2: Fixed an error that could occur when attempting to email a note from the office appointment slot form.
36820: 3.2: Fixed a full page error that could occur when adding an organization affiliation, but no organization was selected.
35591: 3.2: Fixed a problem where a user's "Timekeeping: Default (non-client) activity type" preference would override a default Activity Type configured on a custom outreach/project timeslip.
33329: 3.2: Project/outreach timeslips now default the "PAI" field based on the "PAI" field on the project/outreach record.
32640: 3.2: In certain situations, invalid dates (such as 1/245/50) would be automatically formatted to an incorrect, yet valid, date (01/24/2005). Such an entry will now display as an invalid date.
Changes for July 15 - July 21
Effective July 23, 2010 for sites updated weekly
Effective August 6, 2010 for sites updated monthly
Enhancements
37333: 3.2: The Activities listview is now configurable when displayed on a form or profile page.
37325: 3.2: "Cause of Action" is now an available column in the customizable Litigations listview.
36840: 3.2: The LSC Eligibility Information block can now be renamed via the 'Title' configuration.
35649: 3.2: We have made available a "Print" link that can be displayed in the same navigation section as the red Search link and the Preferences link. When clicked, this link will create a printable version of the current page. The printable version removes the right hand side and top level navigation links. On user, contact, and organization profile pages it will also expand tabs to print the entire content of the page. Administrators can enable this link on the Admin/Top Level Navigation Bar page under the Navigation tab. This link is not enabled by default.
35394: 3.2 The "Submit (Configurable)" timekeeping block available on custom timekeeping forms now returns the user to the case profile if the timeslip was started from the case profile, or the timekeeping list if the timeslip was started from the timekeeping page.
Fixes
37445: 3.2: Fixed a problem that prevented the case contacts list from reflecting new or deleted case contacts under certain circumstances.
37413: 3.2: The breadcrumbs for the 'Print Case Notes' page now link back to the case profile. The title of this page has changed from the case's identification to "Print First Last (00-0000000) Notes" to be more accurate.
37362: 3.2: Fixed an issue that was causing errors exporting reports to Excel if the "Enable Excel 2003 Export in Reports" configuration was set to Yes.
37339: 3.2: Fixed an issue that could cause an error if a form was submitted with a blank user search form field, for example on Outreach records.
37328: 3.2: Fixed a problem with the Login filter on the Timekeeping page. (Hotfixed to all affected sites)
37191: 3.2: Fixed an issue which prevented certain custom pages from refreshing properly with the in-place list filtering and sorting feature.
35965: 3.2: Fixed an issue with the red search link results page forgetting the date of birth being searched on under some circumstances.
35825: 3.2: Fixed an issue which prevented the eligibility block from properly handling percentage of poverty above 200% or below 125%.
35819: 3.2: Immigration forms with multiple addresses will now load faster.
11097: 3.2: Editing the variable unit rates in Grant Management no longer requires leaving and returning to the form after each change.
Changes for July 8 - July 14
Effective July 16, 2010 for sites updated weekly
Effective August 6, 2010 for sites updated monthly
Enhancements
36874: 3.2: Added a new subtable "Activity Outcome (One Row Per Outcome)" to the top level Activities table in reports.
36781: 3.2: The "Closing Options" rightside element that displays on closed cases can now be configured with zero or more links to Create a New Case for Client. Administrators can specify the label for each link as well as the intake that the link invokes, or remove the default link if no link is desired on closed cases. Administrators configure this element in Admin/Site-Specific Profile Management. Select the "Profile" tab, then click 'Edit' for the Main Profile.
36715: 3.2: The "In-Place Client Search" block is now available for use in intakes. This block (which should be placed on the first page of an intake), has fields for the client's first, middle, last, and suffix names, along with configuration options to show SSN and date of birth. Once these fields are filled out, clicking the 'Search' button will display *client* search results. The columns which are displayed in the search results are configurable on the block. If a client has been served before, users may click the 'Create New Case for Client' button, which will perform the same actions as if clicking the link on the right side of a case profile. This block also has an optional configuration for a dynamic form which should be refreshed once a client is chosen. For example, this form may contain demographic information which should get refreshed if an existing client is chosen for the new intake.
36437: 3.2: Added the ability to merge Subjects into Legal Problem Codes from the lookup list in Admin/Lookups/Subject.
36030: 3.2: Both the "Add Case Note" and "Confidential Notes" blocks can now be configured to show a "Save Draft/Note Button." The "Confidential Notes" block will also auto-save the context (include case/outreach, funding code, and activity type) when saving drafts.
35602: 3.2: It is now possible to configure the session timeout period based on network addresses. An administrator could, for example, configure a longer timeout period for computers accessing LegalServer from inside an office. Administrators can manage the networks and timeout periods from Admin/Client IP Address Ranges.
31739: 3.2: It is now possible to email a note from the calendar forms without having to put text in the note.
11166: 3.2: Added a filter for Referral Office to the Search Referral Organizations list that displays when you refer a prescreen or intake or use the "Refer to Outside Organization" link on a case.
Fixes
37181: 3.2: Fixed an error that occurred when editing branch logic forms.
37108: 3.2: Fixed a problem that caused certain fields to not save when editing them from the case profile.
37071: 3.2: Fixed an issue with handling emails to a case.
37045: 3.2: If a site is configured to show totals by Date of Service, Activity Type, and Funding Code in the taskbar, the timekeeping list will force a full page refresh to update those totals when the list is filtered or paged through.
37037: 3.2: Fixed an issue that prevented the Save As link in edit mode on reports from working in some circumstances.
36980: 3.2: Fixed an issue that caused site-specific fields to not save properly under certain circumstances. (Hotfixed to all affected sites)
36908: 3.2: Fixed an issue that could cause an error if a multi-select field was submitted with no selections made.
36886: 3.2: Fixed an issue that prevented filtering on certain lists. (Hotfixed to all affected sites)
36696: 3.2: Clinic Event Appointments are now sorted and grouped by start/stop time.
36537: 3.2: Fixed an issue where recurring events after the first one would have the correct start time, but an incorrect end time. Also changed the the way All Day events are displayed in Day view -- the start/stop times for these events now reflect the user's Beginning of Day and End of Day times set in Preferences, rather than causing a full 24 hours to be displayed. In addition, on the Day and Week view, All Day events now say "All Day Event" for the event time, rather than "12am - 11:59pm"; on the Month view, these events no longer display a start time, to differentiate them from non-All Day events.
36260: 3.2: Fixed an issue that prevented certain addresses from being set as the primary address for a client.
35733: 3.2: Fixed an issue preventing users from entering timeslips with a "0" (instead of "0.0" or "0.00") when their "Timekeeping: Show start/end times" preference is set to No.
35078: 3.2: Fixed a problem with adding columns using the report library ("Add Column") feature when the columns are custom lookup fields.
12446: 3.2: Fixed an issue with the auto-completion of email addresses which under some circumstances prevented the newest item in the comma separated list being the one it displays suggestions for.
July 8 Supplement
Effective July 9, 2010 for all sites
36697: 3.2: Fixed an error that occurred using the "Add New Contact" link.
Changes for July 1 - July 7
Effective July 9, 2010 for sites updated weekly
Effective August 6, 2010 for sites updated monthly
Enhancements
36732: 3.2: The Office Appointment filter on the default schedule appointment page now defaults to "Yes or No".
36638: 3.2: Most lists can now be sorted, filtered, and paged in-place (without refreshing the page), and provide visual feedback while the list is being refreshed. This should make these operations simpler and faster to perform.
36590: 3.2: The "Type" filter in the Event List on the calendar is now a multi-select.
36582: 3.2: A new field, 'LSC Disclosure Required', is available for use on litigation forms. The field allows each litigation record attached to a case to be designated as needing disclosure or not. Report builders can use this field as a filter to display only the appropriate litigation records when creating an LSC case disclosure (1644) report. The new field appears in reports on the Case Data > Litigation - Multiple Rows Per Case table. Administrators may need to Rescan Fields (Admin/System Field Management) before this field will be available in the field dropdown list when editing the litigation form. Administrators that want to use this field need to edit the appropriate litigation form: go to Admin/Site-Specific Process Management, change Process Type from Case/Matter to Litigation, then click View/Edit. By default, the form is called Add/Edit Litigation.
36549: 3.2: Dynamic and system field label contents are now properly evaluated to prevent a possible security problem.
36028: 3.2: The 'Closing Information' rightside element now has configuration options for showing or hiding Closing Number and CSR Eligibility. Edit the main profile page in Admin/Site-Specific Profile Page Management to see the new options.
35167: 3.2: Entering invalid dates, such as 04/31 or 02/30, will now display a "Date must be valid" warning instead of displaying an error page.
5617: 3.2: The "Front Desk Item" field has been added to the appointment slot forms, allowing these events to appear on the calendar when filtered to display "Front Desk Calendar".
Fixes
36659: 3.2: Fixed an issue that could cause an error when generating the PDF version of an immigration form.
36634: 3.2: Fixed an issue with the cases list where the conflict status column would sometimes show the wrong text for cases where there was a conflict.
36607: 3.2: Fixed an error that occurred when editing notes from the case profile (hotfixed to all affected sites).
36587: 3.2: If a field has been added to an intake form and is configured to be hidden and required, but a default value is not configured, the form will now display a "required field" message instead of a full page error. The site administrator will still need to correct the configuration, but the message should make it clearer where the problem is.
36537: 3.2: Fixed an issue where recurring events after the first one would have the correct start time, but an incorrect end time.
36450: 3.2: Fixed an issue with filled appointment slots which caused them to be marked as no longer filled after being edited.
36328: 3.2: Updated the I-589 immigration form.
35962: 3.2: Updated the I-730 immigration form.
35929: 3.2: Fixed a problem that prevented HUD Housing Status and other lookup fields from being added to reports using the report library (Add Column link).
33380: 3.2: Fixed partial match searching on the 'Associate Other Case with this Client' page.
33126: 3.2: Updated the I-192 immigration form.
Changes for June 24 - June 30
Effective July 2, 2010 for sites updated weekly
Effective August 6, 2010 for sites updated monthly
Enhancements
36526: 3.2: Administrators can now set a priority on open tickets in Admin/Support Tickets. Open tickets that are not duplicates have a Priority field and an Update Ticket button. Using this feature requires giving the Administrator system role the new "Edit support tickets" permission in Admin/User Roles (Permissions). The new permission is disabled by default.
36427: 3.2: The "Basic Financial Information" block now has a configuration for Percentage of Poverty limit which defaults to 125%. The limit determines when the calculated percentage of poverty will be green or red depending on the values entered for "Family Size (Application)" and "Gross Monthly Income (Application)". The percentage of poverty limit was previously hardcoded to 125% and not configurable. The "Percentage of Poverty (Application)" field is also now available to display on forms and profiles. In addition, the eligibility blocks (LSC Information and site-specific Information blocks) have a corresponding new configuration option called "Percentage of Poverty (Application)" that can use that calculation in eligibility checks.
35848: 3.2: A new "Activity Code" block is available for use on dynamic timekeeping forms. Placing this block on a form after the Activity Type field will limit the Activity Code values shown based on the Activity Type selected. Activity Codes can be associated with Activity Types in Admin/Lookups/Time Activity Types.
35624: 3.2: Reports can now contain information about individual family members such as gender, race, SSN, etc. This information is on the Case Data -> Client -> Non-Adverse Parties/Family Members (one row per party) table and its sub-tables. As the name indicates, displaying any of the fields from this table or its subtables on a report will return one row per family member per case, so row count will likely not equal case count.
32137: 3.2: The Close Case block has a new configuration option called "Include Link To Case When Emailing Notes". This option controls whether or not a link to the case is included if the Case Close Notes are emailed. This option is selected by default to maintain the current behavior of including a link to the case. Deselect this option to remove the link.
6521: 3.2: Administrators can change the list order on lookup values marked "System".
Fixes
36439: 3.2: Fixed an issue with the filters on the Day/Week/Month views in the calendar.
36412: 3.2: Fixed an issue which caused errors with the financial snapshot block if additional assistance types had been previously selected but were later deselected.
36404: 3.2: Fixed the tab order in the I-918A immigration forms.
36401: 3.2: Fixed the tab order in the preview and PDF versions of the I-918 immigration form.
36376: 3.2: When editing a report in Administrator mode, using Save As will now cause the report to become a Base Report again in all circumstances.
36258: 3.2: Updated version of the G-639 immigration form.
36199: 3.2: Fixed an issue with the "Number of people helped (18 and Over)" and "Number of people helped (under 18)" fields on the standard close case form. If the option in the Close Close block was set to default the number helped fields to the corresponding values in the number in household fields, the number helped fields would display a blank instead of a zero if the corresponding number in household field was zero. If either of the number in household fields is zero, the corresponding number helped field will now display a zero. The number helped fields on the close case form continue to be defaults (if this option is selected), editable by the user when filling out the form.
35068: 3.2: Made alterations to reporting that allow reports with the "Moving Party and Address" and "Responding Parties and Addresses" columns from the Litigation (Multiple Rows per Case) table to load much faster.
33895: 3.2: Fixed an issue that caused the case note filters on a case profile to not apply correctly.
Changes for June 17 - June 23
Effective June 25, 2010 for sites updated weekly
Effective July 2, 2010 for sites updated monthly
Enhancements
36280: 3.2: The "Organization Affiliation List" on the Contact profile page now displays the organization's name, with a link to the organization's profile.
36247: 3.2: On sites with Immigration Documents enabled Administrators can now disable outdated forms. Go to Admin/Immigration Documents, click the Edit link for a document, then change the Active status to No.
36217: 3.2: Setting 'Show "Add Outreach Time"' to "No" in Admin/Timekeeping Settings will now hide the "Add Outreach Time" link in Outreach profiles (in addition to hiding the link on the Timekeeping page).
35915: 3.2: We made several interface improvements to the Donations and Pledges module. (1) Contact and organization search boxes now search only active contacts and organizations. (2) The Date Entered field has been added to the "Add organization donation" form. (3) For clarity, "Date" on the donation pages is now "Donation Date". (4) When paying a donation, the "Edit this donation" and "Delete this donation" links are no longer displayed in the side menu. (5) The donation list now defaults to sorting by date. (6) A partial payment towards a pledge no longer causes the Pay link to be hidden on the donation list. (7) When editing a donation, only the individual or organization donor field is shown depending on the type of donation it is.
35498: 3.2: Two new top level tables (data sources) are available in Reports. Case Status For Period By Office and Case Status For Period By Legal Problem Code will report the number of cases open at the beginning of a period, opened during the period, closed during the period, and remaining open at the end of the period. The totals are listed for each office or each problem code depending on the table you select. To create one of these reports:
Go to Reports and click "Add New Report" in the side menu.
Enter a report name and select one of the new tables in Step 1.
Click any of the Add buttons in Step 2 (you do not add fields at this point).
In Step 3, select a default filter for the reporting range, such as "Previous Month".
After the report opens on screen, click on "Advanced Edit Mode", then on "Add Fields".
In the Add Fields window, click the arrow to the left of Fields, then click the green plus icon next to each of the field names you want as columns on the report.
Close the Add Fields window and the report will refresh and display the data.
Fixes
36369: 3.2: Fixed an issue in the "View Information" rightside element which prevented the 'Documents' link from displaying correctly on case profile pages.
36367: 3.2: Fixed an issue with auto-saving of note drafts in browsers other than Firefox.
36362: 3.2: Fixed a full page error when rescheduling an appointment. Also fixed an issue with the appointment slot form that caused the link to the associated case to be displayed twice at the top of the form.
36352: 3.2: When attempting to edit an Adverse Party which has been deleted in another window or tab, an appropriate message is displayed instead of a full page error.
36350: 3.2: Fixed an issue which caused the 'Add Probono Time' link to not set the "probono" status of timeslips. (Hotfixed to all sites)
36316: 3.2: Fixed a system error when editing document templates. This error appeared in the Document module when the Edit Fields link was selected on a document which had "Template" set to Yes.
36267: 3.2: Resolved an issue that could cause error text in the side menu of cases if the rightside Link Boxes element on the main profile had no selections for Shown Boxes.
10213: 3.2: Fixed an issue which caused Outreaches/Projects/Other Matters to display status changes for all outreaches/projects/other matters on the profile page. The "Status History" tab now properly displays the status history of only the outreach/project/other matter being viewed.
Changes for June 10 - June 16
Effective June 18, 2010 for sites updated weekly
Effective July 2, 2010 for sites updated monthly
Enhancements
36150: 3.2: The full Case Status History is now available in reports (previously, only the current Case Status value was available). "Case Status History (multiple rows per case)" is a sub-table under the top level Case Data table and can be added to a report using the Add Fields link in edit mode. As the table name indicates, this table will return a row for each case status entry on each case, unless otherwise limited by filters. "Case Status [Lookup]" is a sub-table of the new table. Adding the Case Status field from this table as a filter allows a report of all cases that had a particular Case Status, such as "Placed on Assignment List", at any point in the history of the case. (The Case Status values are controlled by site administrators in Admin/Lookups.)
36150: 3.2: Report filters can now be added to fields in edit mode by clicking on the field's edit icon then clicking "Add Filter".
33061: 3.2: The subordinate case summary page now displays documents for the master case and all subordinate cases.
12434: 3.2: The right-hand side of the case profile is now more configurable. We added a new "View Information" rightside element that lets administrators display a custom "View Information" tab. This element can be configured to show or hide each of the static links which normally appear in the default tab. Administrators can also add links for auxiliary processes to the new element. To display a custom "View Information" tab, administrators should add the new element to the main profile page (Admin/Site-Specific Profile Page Management), then deselect the default tab in the "Link Boxes" element.
The "Link Boxes" rightside element has a new "Shown Boxes" configuration option. This allows administrators to show or hide several of the default tabs on the right side, including View Information, Actions, Auxiliary, Additional Information, etc.
12388: 3.2: Case specific question notes are now listed in the Notes section of a case profile according to the question weight order configured in Admin/Case Specific Questions.
5671: 3.2: The "New Appointment Slot" link in the Calendar is now "New Staff Appointment Slot".
Fixes
36222: 3.2: Fixed an issue preventing the "save and search" functionality of the Family block from doing a search after saving a family member.
36180: 3.2: Fixed an issue that was making the person creating an office appointment slot an attendee.
36155: 3.2: Fixed an issue that could cause an error opening a case's subfolder under the Client Documents/Open Cases folder in the Document Center.
35416: 3.2: Fixed an issue that would cause an error when trying to add a Court Case ID number on a case profile when the case did not have any litigation records.
34482: 3.2: Resolved an issue where editing a block from a case profile could result in being redirected to an empty page instead of back to the case profile, if the block is on a tab not initially displayed.
Changes for June 3 - June 9
Effective June 11, 2010 for sites updated weekly
Effective July 2, 2010 for sites updated monthly
Enhancements
35970: 3.2: Appointment slots on the calendar now have a field called Appointment Status that is tied to a lookup for keeping track of whether an appointment has been kept. Administrators can add to and edit the lookup values in Admin/Lookups/Appointment Status. Also new, the Event List on the calendar has a filter for the Meeting Scheduled field. This field is Yes if an appointment slot has been filled (an applicant has been scheduled into that slot).
35948: 3.2: A link to the case profile is now displayed in the Case/Client column of the Event List on the Calendar tab instead of just the client name.
35921: 3.2: All instances of a recurring appointment slot can be edited by checking the "Edit All Instances of This Appointment" box when editing one of the slots.
35790: 3.2: Added Non-adverse Party as an available column in the configurable Family Members listview for forms and profile pages.
Fixes
[Updated 6/10/2010] 35943: 3.2: All configurable listviews can now be used in document templates. This includes the additional assistance, adverse parties, family, litigations, outcomes, and timekeeping log listviews. The columns for these listviews are configurable when used on forms and profile pages, but will have a default set of columns when used in document templates. (Applied to all sites effective 6/11/2010)
Changes for May 27 - June 2
Effective June 4, 2010 for sites updated weekly
Effective July 2, 2010 for sites updated monthly
Enhancements
35748: 3.2: When editing Site Specific Lookup values via the "Site-Specific Lookup Management" link from the Admin section, you can now return to the list of lookups after editing a value by clicking on "Site Specific Lookups" in the breadcrumbs at the top of the page.
35735: 3.2: Branch Logic blocks now display the name of the toggle field in the block label when editing forms. This allows administrators to see which branch logic blocks correspond to which fields without having to expand the branch logic block element.
35613: 3.2: The User/Caseworker block available on custom timeslips has a new configuration option, "Default to Current User." This option will be active by default, but can be disabled.
12324: 3.2: Immigration records for clients (as seen in the 'Add an Immigration Entry' and 'Edit Immigration Log' blocks) are now visible in reports. This table can be connected through Case Data > Person > Immigration Entries.
12384: 3.2: Added two new configurations to the disposition block: "Default Date Opened to Today (Overriding)" and "Default Date Opened to Intake Date (Overriding)." As indicated, these two configurations will override the existing Date Opened for the case, if it exists. The first option is selected by default to preserve the existing behavior of this block. Unchecking both of these options will display an empty Date Opened field on the form.
11782: 3.2: The "Individual's Orgs" column on the Donations tab on the user profile now only displays organizations that the user was affiliated with on the date of the donation.
11695: 3.2: There is a new filter, "Max Annual Income", available for use with grants (Admin/Grant Management, select a grant and click "Edit this grant" in the taskbar). This filter takes precedence over any percentage of poverty settings for a grant. For example, if total annual income for a matter is $28,000 and percentage of poverty is 95%, and Grant ABC specifies a percentage of poverty cap of 125% and maximum annual income of $25,000, then the matter is not eligible for Grant ABC because it exceeds the maximum annual income limit, even though it is below the percentage of poverty limit for the grant.
7496: 3.2: It is now possible to select/deselect all packets listed in the Queued Publication Packets list by clicking the checkbox in the column header.
7409: 3.2: Nicknames associated with a name can now be removed in Admin/Nicknames. Adding and removing nicknames is now done with +/- buttons. Note that each name must have at least one nickname associated with it.
Fixes
35847: 3.2: Fixed an issue that caused certain branch logic configurations to reset. (Hotfixed to all affected sites)
35810: 3.2: Fixed an issue that could prevent accepting a pending case if a family member had the same address as the client.
35761: 3.2: Fixed an issue that prevented a document from generating correctly if the template contained the Event Attendees list.
Changes for May 20 - May 26
Effective May 28, 2010 for sites updated weekly
Effective June 4, 2010 for sites updated monthly
Enhancements
35570: 3.2: Organizations can now have multiple referral types. The change has occurred on both the organization referral criteria form and the organization profile pages. In addition, the list of organizations under the top level Organizations tab now has a referral type filter available. When referring a case to an outside organization, multiple referral types can now be filtered for in the Search Referral Organizations list.
35560: 3.2: In Admin/Grant Management, you can now choose Outreach/Presentation subjects allowed for a grant, as well as add "Grant Subcodes" via the "Edit Subcodes" link in the rightside taskbar of a grant profile. The new settings are used in conjunction with a new "Funding Code/Subcode" Outreach block available for use on custom outreach forms. The new block and grant settings allow you to limit the funding codes and subcodes available for an outreach record based on the subject field of the outreach.
35455: 3.2: The "Funding Code" block available on custom timekeeping forms can now be configured to prevent certain users (based on system role) from changing the funding code automatically selected from a case or outreach. All system roles can edit the funding code by default. In the block configuration, uncheck the box next to a system role to prevent all users assigned that role from editing the funding code.
35037: 3.2: Immigration forms I-600 and I-600A have been added.
34455: 3.2: Immigration forms I-102, I-131, I-140, and I-824 have been updated.
33910: 3.2: There are several new features regarding notes for sites that have e-transfers enabled. E-transfers can now be resent to offer the receiving agency the opportunity to accept updated case notes. E-transfers now send notes created by timeslips. After this update, each newly created case note can be marked as not to be transferred in an e-transfer. For sites using dynamic (custom) timeslips, the confidential/case notes on a timeslip can also be marked as not to be transferred in an e-transfer.
32890: 3.2: The Litigants block used on the Add/Edit Litigation form has a new configuration option, "Allow Addresses to be Edited". This allows users to not only edit existing addresses when selecting litigants for a litigation, but also to add a new home address. If a litigant's work address is associated with his/her organization, this address will not be editable, though a note will appear explaining this. Addresses are now pre-pended with the address type in the litigants block; this should help differentiate addresses if a litigant has more than one. The litigation form containing this block is in Admin/Site-Specific Process Management; change the Process Type dropdown to Litigation, click View/Edit, then look on the Primary Forms tab.
11515: 3.2: The Disposition block has a new option, "Prompt for LSC Matter Referral Reporting Code". This allows administrators to remove this required field when Reject (or Refer and Reject) is selected. The new option is on by default to maintain the current behavior of this block, which is to display the field.
10014: 3.2: The "Total Pages" column on the Queued Publication Packets list is now sortable.
[Release note added 5/29/2010] 11477: 3.2: "Funding Code" is now used in place of "FC" in the snapshot portion of the right hand side of a case profile.
11239: 3.2: When a case is e-transferred, the sender receives a note about which fields, notes, etc. were transferred. This note no longer contains the full note bodies of transferred notes, instead displaying only the note subject, user, and date posted. The recipient agency continues to receive the body of any notes transferred.
Fixes
35743: 3.2: Fixed an issue with adding new case notes during e-transfers which caused errors if the same notes were sent multiple times.
35742: 3.2: Resolved an issue where the user was being taken to the appointment slot profile page, rather than back to the main calendar page after creating a new appointment slot.
35741: 3.2: Resolved an issue with the appointment slot creation forms where editing the Start Date did not automatically update the End Date to the same date.
35722: 3.2: Prevent an error caused by trying to edit a process when a form enabled on the process is no longer available for that process type.
35663: 3.2: Fixed an issue where some Download links in the Recommended Documents section on case profiles would produce a screen saying "Generated?" instead of generating the document. (Hotfixed to all sites)
35655: 3.2: Fixed an issue with the "Schedule Staff" and "Schedule Office" options in the Disposition block. The accepted case will be assigned to the appointment slot's attendee.
35640: 3.2: Fixed an issue in which adding a tab block element to a new auxiliary form, which had not been saved yet, could cause an error.
35587: 3.2: Corrected the sort order of offices in Admin/Offices.
35038: 3.2: Fixed an issue with the calendar in which all day events were being saved with an incorrect end time, causing them to potentially be displayed on the wrong day.
32407: 3.2: E-Transfers will now display the "Date of Request" field properly adjusted for the time zone for the receiving agency.
9016: 3.2: You can now enter a check number when adding an organizational donation without needing to add, then edit the donation.
Changes for May 13 - May 19
Effective May 21, 2010 for sites updated weekly
Effective June 4, 2010 for sites updated monthly
Enhancements
35561: 3.2: The "Family Members" listview can now be configured, allowing administrators to choose which columns the list will display and the order of the columns, including the newer columns such as HUD Race, Full Address, etc. Expanding this element when editing a form or profile page will display Enabled Columns and Disabled Columns. Drag and drop the fields to customize the display for that form or profile page.
35527: 3.2: Inactive intakes will now appear in the dropdown list of available intakes when configuring the "Create New Case For Client", "Quick Client Add", and "Copy to New Subordinate Case" options in the Rightside: Link Boxes on the main (case) profile.
35487: 3.2: We added Legalserver Index entries for several special problem codes and the income type of "Tribal Per Diem".
35456: 3.2: The Subjects filter on the User List and Pro Bono List is now a multi-select list, allowing you to filter on multiple subjects.
35454: 3.2: We have added an "Associate Expertise with User Subjects" option in Admin/Site Settings. When this option is set to 'Yes', adding and editing user subjects is done through a new link on the right side of a user profile called 'Edit User Subjects'. Each subject can then be associated with one or more levels of expertise. Administrators define these levels in Admin/Lookups/Level of Expertise. Enabling this option also adds a Level of Expertise filter to the "Recommended Probono/Other Users" page.
35441: 3.2: E-transfer now also transfers financial eligibility, eligibility override, override reason, and override date.
35490: 3.2: Updated the help topic "Timekeeping - Customizing Time Entry" in the Administration Tools section to reflect the new search option in the User/Caseworker block, and to note the need to use the Funding Code and Confidential Notes blocks on forms.
35479: 3.2: The Quick Organization Referral block has a new "Require Organization" option. Unchecking this option allows you to use the block on a form but not require that a referral be made to submit the form.
35121: 3.2: Branch Logic blocks can now be used on dynamic (custom) timekeeping and outreach forms. Look for the "Create Branch Logic Form" link on the right hand menu when managing these process types, and the "Branch Logic" block in the "Misc" section of the block list when editing these types of forms.
Fixes
35553: 3.2: Removed the filters from Notes on the appointment slot form so it would work with Internet Explorer. All calendar notes will display. We also created a new "List Referrals" block that can be used on profile pages instead of the "Existing Referrals (Profile)" listview element. The block will work with all browsers; the listview works with all browsers except Internet Explorer.
35531: 3.2: Fixed an error that could occur using Quick Client Add if the case being copied contained certain notes. (Hotfixed to all sites)
35511: 3.2: Fixed the ordering of case notes created from timeslips. Notes created by a timeslip will appear based on the (possibly backdated) Date of Service entered on the timeslip, instead of the date the note was created. (Hotfixed to all sites)
35509: 3.2: Fixed an issue that prevented editing existing calendar events. (Hotfixed to all sites)
35482: 3.2: Custom timekeeping forms must use the Confidential Notes block (if this element is desired). The Confidential Notes field element may be used on timekeeping profiles.
35471: 3.2: Fixed an issue that caused parts of Section 3B of I-485 to not be populated with family information.
35172: 3.2: Fixed an issue that could cause an error under certain circumstances when completing the I-360 immigration form.
35158: 3.2: Fixed an issue with the "New Case for Client" link on a closed case showing a "Contact your Administrator message" instead of proceeding with an intake.
34292: 3.2: Corrected the mapping of several fields on the I-914 immigration form.
32789: 3.2: Added new updated version of the G-325A which should resolve problems with entering certain fields in the final PDF.
12435: 3.2: Searches run through the red search link no longer show "Success!" even if no results were found.
10205: 3.2: Fixed an issue where the Mailing Address block used on a profile page would only display the State unless all address fields contained data.
Changes for May 6 - May 12
Effective May 14, 2010 for sites updated weekly
Effective June 4, 2010 for sites updated monthly
Enhancements
35449: 3.2: The filters for Problem Codes and Generic Subjects on the "Recommend probono/other user" form are now multi-select.
35378: 3.2: Added a new configuration option to the User/Caseworker block available for custom timeslips. The new option is called "Always use AJAX search". This allows you to configure the caseworker field to be a dropdown list (the default) or a search box. The search box can be particularly helpful on pro bono timeslips for programs that have thousands of current pro bono attorneys, which can cause the dropdown list to take several seconds to load.
35277: 3.2: Added a new option to the Family Information block allowing you to show the HUD Race field, and an option to make that field required.
35111: 3.2: Appointment slots can now be created as recurring events or non-recurring events.
33910: 3.2: There are several new features regarding notes for sites that have e-transfers enabled. E-transfers can now be resent to offer the receiving agency the opportunity to accept updated case notes. E-transfers now send notes created by timeslips. After this update, each newly created case note can be marked as not to be transferred in an e-transfer. For sites using dynamic (custom) timeslips, the confidential/case notes on a timeslip can also be marked as not to be transferred in an e-transfer.
Fixes
35433: 3.2: Fixed an issue with "Copy to New Subordinate Case" that could occur with cases with litigation records. (Hotfixed to all sites)
35395: 3.2: Removed several fields that should not have appeared in the list of available fields on dynamic timekeeping forms and profiles and caused errors if used.
35376: 3.2: Fixed an issue that caused an error message to appear at the top of the Add Fields window in reports under certain circumstances.
35346: 3.2: Fixed an issue with continuing from the first page of an intake if the Court Case ID block is on the first page. (Hotfixed to all sites)
Changes for April 29 - May 5
Effective May 7, 2010 for sites updated weekly
Effective June 4, 2010 for sites updated monthly
Enhancements
35224: 3.2: The Disposition block has a new configuration option to set the default close reason when using Accept and Close.
35193: 3.2: The Disposition block and the Set Pending (Only) block both have a new configuration option that lets you set the Office of the assignment that is created for accepted or pending cases.
35132: 3.2: Added a "Court Calendar" text field to litigation records. The new field can also be displayed in the Litigation listview, but is a disabled column by default.
35106: 3.2: The Disposition block and the Set Pending (Only) block both have a new configuration option that lets you set the default assignment to a specific user (as opposed to the user completing the intake or no user). This can useful at the end of intakes when you always want cases assigned to a specific user.
35015: 3.2: Added the ability to copy print profile pages. Each print profile in Admin/Site-Specific Profile Page Management now has a "Copy" link.
34544: 3.2: The Needs Based Public Assistance field now copies when doing a quick case copy or new case for client.
Fixes
35238: 3.2: Fixed an issue that could cause an error when trying to edit an auxiliary form that includes a tab block.
35207: 3.2: Fixed an issue that prevented entries like ".2" from being recognized as valid numbers; for example in the Time Spent field on timeslips.
35170: 3.2: Fixed an issue that could cause an error on user profile pages. (Hotfixed to all sites)
35143: 3.2: Fixed an issue with the Total Settings on reports when fields were hidden.
35120: 3.2: Fixed an issue relating to creating new User Roles in Admin/Lookups. (Hotfixed to all sites)
35102: 3.2: The Activity Log listview now sorts by date in ascending order, including when used in document templates.
34810: 3.2: Fixed an issue with the date filters on the Referral History listview on the Organization profile page.
Changes for April 22 - April 28
Effective April 30, 2010 for sites updated weekly
Effective May 7, 2010 for sites updated monthly
Enhancements
35002: 3.2: The Litigations listview can now be configured to display the Notes column on forms. After expanding the listview when editing a form, you can drag and drop columns between Enabled and Disabled to select which columns to display.
35001: 3.2: There is a new "View Donations" permission available in Admin/User Roles (Permissions). Users assigned to User Roles without this permission will see "Not allowed to view Donations" on the top level Donations tab (if enabled) and the Donations tab in other places like user, organization, and contact profiles.
34930: 3.2: There is a new block called "Additional Assistance (Simple)". This block provides checkboxes for each type of assistance defined in Admin/Lookups/Additional Assistance (common examples are Medicaid, Medicare, and other 'non-cash' assistance). The block provides checkboxes for the client and each family member (if any). The checkboxes allow recording the type of assistance without the need to also enter a dollar amount.
34886: 3.2: The Adverse Party (v2) block has a new option called "Show Employer". Checking this option will display a text field for Individual adverse parties to allow entering an employer's name. If the block is placed on the case profile with this option checked, it will display the Employer field.
33396: 3.2: Several numeric fields, including Time Spent on timeslips, will check for inappropriate entries, for example "0,5" (zero comma five), and not convert the entry to "5".
33292: 3.2: Added a site-wide setting to include the "Gender" field on user/contact profiles. The new setting is under Admin/Site Settings. The new setting is "off" by default.
Fixes
35095: 3.2: Fixed an issue that could cause an error if you attempted to merge a legal problem code and the code being merged and the code being merged into were both associated with a user.
35092: 3.2: Fixed an issue causing errors when using Total Settings on reports.
35081: 3.2: When "Income Not Provided" is selected on a financial information page, Percentage of Poverty will display as "N/A", as will Adjusted Percentage of Poverty if it is configured to be displayed. The financial information that displays in the right side of a case profile and reports will also now display "N/A" for both fields.
35079: 3.2: Fixed an issue that caused an error when editing the main profile page. (Hotfixed to all sites)
35048: 3.2: Fixed an issue on the new litigation form that displayed deleted family members in the list of possible litigants. (Hotfixed to all sites)
35043: 3.2: Fixed an issue with the Office filter on the Cases/Appointments list that could cause the list to be empty initially or after clicking Reset.
35023: 3.2: Fixed an issue with Activities where the Items dropdown would be displayed out of order after picking an Activity.
34543: 3.2: Fixed an issue that prevented removing all publications from a case.
Changes for April 15 - April 21
Effective April 23, 2010 for sites updated weekly
Effective May 7, 2010 for sites updated monthly
Enhancements
34823: 3.2: There is a new "Script" block which allows you to display a specific script that intake users should fill out. The block provides a button which copies this script into a configured note type on an intake form.
34254: 3.2: The "Program" field is now required for a primary assignment on a case.
32463: 3.2: Several additional user-related tables have been connected to the top level Case Data table in reports, including Prescreen Coordinator and Prescreen Secondary Screener.
32415: 3.2: Timeslips will now display two new fields, "Entered by" and "Date Entered". Neither field is editable. "Entered by" is the name of the user who created the timeslip, as opposed to the Caseworker who the timeslip was created for. Both fields are available in reports.
32224: 3.2: The forms and processes for Litigation records can now be customized like other forms and processes (prescreens, intakes, etc.) in Admin/Site-Specific Process Management. See "Litigation Records - Customizing the Litigation Form" and "Litigation Information - Reporting" in Help/Administration Tools for more information.
9072: 3.2: Added a new feature to Reports that allows you to make multiple changes to a report in edit mode without the data table refreshing after each change. A checkbox labeled "Automatically Refresh Results" appears at the top of each report in edit mode. If you uncheck the box and make a change to the report, a message box will appear over the data table that says "Results are Stale, Click Here to Reload". You can continue making changes (add and remove filters, change the selections for filters, hide and unhide columns), then click the box to refresh the data. Note that the state of the checkbox is "per session". When you first login and edit a report the box will be checked. If you uncheck the box it will remain unchecked for any reports you edit until you next logout.
Fixes
34913: 3.2: Fixed an issue which could cause a warning on the profile page if no home address existed for the client. (Hotfixed to all sites)
34891: 3.2: Fixed an issue with the Branch Logic block that caused the configuration to not save when using a boolean field. (Hotfixed to all sites effective April 23)
34880: 3.2: Fixed an issue that could cause blank problem codes and counties to be created when setting referral criteria for an organization.
34824: 3.2: Fixed an issue on demo sites that was causing some report filters to not work. Live sites were not affected.
34759: 3.2: Fixed an issue that caused the document folder name to be blank for new cases when the client is an organization.
33987: 3.2: Fixed an issue that could produce an error in the day view of the calendar.
33381: 3.2: Fixed an issue where the timekeeping rounding setting in Admin/Timekeeping Settings (tenths or hundredths of an hour) was not applied when start/stop times on timeslips were not used.
32409: 3.2: Document template field mappings are not lost if a template is downloaded, modified, then uploaded again.
12260: 3.2: Fixed an error that would occur deleting an assignment from a case if the assignment had a communication associated with it.
Changes for April 08 - April 14
Effective April 16, 2010 for sites updated weekly
Effective May 7, 2010 for sites updated monthly
Enhancements
34473: 3.2: The "Link Boxes" right side element on the case profile page can now be configured to have multiple links for each of "Create New Case for Client", "Quick Client Add", and "Copy to New Subordinate Case". This will allow agencies with different intakes to provide right side links to each type of intake. The label text to display can be set for each link. Removing the text for a link will remove the link from the right side of the profile page. Go to Admin/Site-Specific Profile Page Management and edit the Main Profile to see these new options.
34429: 3.2: A new setting is available in Admin/Outreach Settings called "Show Outreaches which are not associated with user or his/her office in listviews". This setting is enabled by default to maintain the current behavior that shows all users all outreach records. If this setting is disabled (set to "No"), then the list of outreach records each user sees will only include those associated with the user's office and those the user has been assigned to (regardless of office). (The top level tab that displays outreach records can be renamed by each site, so it may be called Outreach, Presentations, Projects, Other Matters, Other Services, etc.)
34322: 3.2: Added an 'Original Open Date' table and field to reports. This uses the disposition log to figure out the first date that a case was opened. This can be useful for cases that have been closed and re-opened with a different date opened. The new table is a sub-table of the top level Case Data table.
33362: 3.2: The Toggle Field choices in the Branch Logic block now include Legal Problem Code, Funding Code, and custom (site-specific) lookup fields.
32461: 3.2: A new grant filter is available - "Real Percentage of Poverty (Minimum) Filters". This filter acts as a "floor" for a grant. The percentage of poverty for a matter must be above this setting or the grant will not be available in the funding code dropdown.
12326: 3.2: A display-only field to show the last 4 digits of a client's SSN is now available.
12010: 3.2: A new table, "Detention", is available as a sub-table to the Case Data -> Person table in reports. The new table contains the fields that display in the Address Extended block (Date Detained, Date Released, etc.) if you have that block configured to log detentions. Note that a client can have more than one detention, so these fields can result in more than one row being returned per case.
Fixes
34730: 3.2: The Address Extended block now properly displays the Apt/Suite line on case profiles.
34703: 3.2: Fixed an issue with crosstabs in reports not displaying if the row or column fields had some null entries. (Monthly update sites will be updated on April 16 along with weekly sites)
34537: 3.2: Funding codes are consistently sorted by listing weight, then by code, then by name.
34507: 3.2: Fixed an issue that could prevent Presentation Subjects from being saved if they were associated with Activity Types.
32343: 3.2: Fixed an issue in which recurring events associated with a case or outreach would not correctly display on the Events tab of the respective profiles.
32286: 3.2: Events outside of the selected month will now be displayed on the calendar's month view. For example: if April 1st is on a Thursday, an event on March 31st will still be displayed when viewing April in month view because the first week in that view includes both March and April dates.
12192: 3.2: Restrictions on viewing/editing confidential notes while in the timekeeping view have been removed.
11260: 3.2: Fixed an issue where saving changes after editing a prescreen would redirect you to your home page instead of back to the prescreen profile.
Changes for April 01 - April 07
Effective April 9, 2010 for sites updated weekly
Effective May 7, 2010 for sites updated monthly
Enhancements
34466: 3.2: The Disposition block has a new option called "Process to Close when Accepting and Closing". It allows you to choose the closing form that is called when accepting and closing a case in one step at the end of an intake. This can be useful for sites that have more than one intake process and need different closing options for each intake.
34324: 3.2: There is now a listview element to display information collected by the Additional Assistance block.
32851: 3.2: The Address Extended block now displays address notes when used on the case profile.
32763: 3.2: Three new fields can now be placed on timeslips: "Billable" (Yes/No), "Hourly Rate", and "Value". Value is a calculated field that equals Time Spent times Hourly Rate. The Hourly Rate field can be changed for each timeslip, but can also provide a default rate based on a user's information. It will default to the user's hourly rate for the Activity Code selected, or the user's Standard Hourly Rate if the Activity Code field isn't on the timeslip or no rate for the selected Activity Code is defined.
Standard Hourly Rate is a field that can be set in each user's profile in the System Information section. Hourly rates for individual Activity Codes can be set in each user's profile using the "Edit Default Hourly Rates" link in the rightside menu.
To enable these fields for the built-in timeslip forms, set the new configuration option in Admin/Timekeeping Settings called "Show Billable Y/N, Hourly Rate, and Value fields on timeslips".
We have also added a new "Billable Fields" block that provides the same fields and functionality for custom timekeeping forms. Note that this block should be placed below the Caseworker, Activity Code (if used), and Time Spent fields on your custom forms.
11983: 3.2: A Quick Organization Referral block has been added for use on forms. The block provides a search box that lets you quickly create a referral record to an outside organization if you know the name, or part of the name, of an organization.
9341: 3.2: There is a new sub-table of the Person table in reports called "Master Case of this Case". For a report on subordinate cases, the new table allows you to include the ID number of the master case.
9072: 3.2: Added a new feature to Reports that allows you to make multiple changes to a report in edit mode without the data table refreshing after each change. A checkbox labeled "Automatically Refresh Results" appears at the top of each report in edit mode. If you uncheck the box and make a change to the report, a message box will appear over the data table that says "Results are Stale, Click Here to Reload". You can continue making changes (add and remove filters, change the selections for filters, hide and unhide columns, sort and unsort columns), then click the box to refresh the data. Note that the state of the checkbox is "per session". When you first login and edit a report the box will be checked. If you uncheck the box it will remain unchecked for any reports you edit until you next logout.
Fixes
34430: 3.2: Fixed an issue with Internet Explorer not rounding calculated time spent values correctly (the Timer was used or Start/Stop times manually entered).
34400: 3.2: Re-added the "Responsible for Calling" callback column to the Cases/Callbacks list (for sites that use this field).
34332: 3.2: Fixed an issue with crosstabs stalling in reports under some circumstances.
34321: 3.2: Document templates may now be associated with inactive legal problem codes. The template creation form now has a checkbox called "Show Inactive Codes". This allows templates to appear on cases assigned an inactive problem code.
34245: 3.2: Search boxes for users, for example on timeslips, will return results for users (staff or probono) that have the Current field set to Yes, instead of returning results based on the Login Active field.
34020: 3.2: Fixed an issue that could make a case inaccessible if certain types of documents were attached to the case.
33059: 3.2: The process steps shown in the right side when filling out immigration forms are now clickable.
32272: 3.2: Document templates can now be deleted even if template has an associated process.
Changes for March 25 - March 31
Effective April 2, 2010 for sites updated weekly
Effective May 7, 2010 for sites updated monthly
Enhancements
34067: 3.2: Site administrators can now edit lookup titles. After opening a lookup in Admin/Lookups, there is a new link in the right side called "Edit Lookup Title".
34056: 3.2: There is a new top-level table (data source) for reports called "Clients". Initially, the only table available for use is "Most Recently Created Matter/Case". This allows reporting on numbers of clients versus numbers of cases.
33984: 3.2: Added new configuration options to the Family Information block: "Ask for HUD Ethnicity", "Ask for HUD Disabling Condition", and "Ask for Veteran Status". We also renamed the "Handicapped" option to "Ask for disabled status".
33981: 3.2: Added a configuration option to the Family Information block to display "Highest Level of Education".
33916: 3.2: There is a new configuration option in Admin/Site Settings that lets a site control whether the date of a case note is an editable field when creating a note. The new option is set to Yes to maintain current behavior.
33915: 3.2: The Special Problem Code, Primary Assignment, and Conflict Status columns on the main Cases list are now sortable.
32224: 3.2: [Update: the release dates for this new feature have changed since the March 24 release notes] The forms and processes for Litigation records can now be customized like other forms and processes (prescreens, intakes, etc.) in Admin/Site-Specific Process Management. See "Litigation Records - Customizing the Litigation Form" in Help/Administration Tools for more information. We have changed the release date for this update to April 30 for live sites receiving weekly updates and May 7 for live sites receiving monthly updates.
12386: 3.2: Added a new sub-table to the top-level System Users table in reports called "Users by Days". The new table connects to timeslips and allows you to produce a list of users who have not entered time, or who entered less than X hours, for any given day during a range of dates. For more information, see the "Reporting on Missing Time" section of the help topic "Report Topics - Misc." under Help/Administration Tools.
Fixes
34196: 3.2: Fixed an issue with the I-929 immigration form.
34176: 3.2: The timekeeping process settings in Admin/Timekeeping Settings that relate to custom timekeeping forms now apply to timeslips started with the Timer and timeslips started from the Cases and Recently Accessed lists.
34132: 3.2: Fixed a problem displaying client profile pages. Hotfixed to all affected sites.
34047: 3.2: Fixed an issue that prevented the "Note emailed to (recipients)" line from appearing in the case note after you emailed a note from the Assign Case page.
34050: 3.2: The "Save and Add Similar" button on custom timekeeping forms now remembers the Activity Type and Activity Code of the timeslip when creating the similar timeslip.
34037: 3.2: Fixed an issue that caused sorting a list in the Documents tab of a case profile to refresh the page and only display the list.
33353: 3.2: Immigration forms I-360, I-485, I-765, I-90, and I-929 have been updated.
33326: 3.2: Fixed an issue where entering the zip code on the user contact information form was not automatically setting the city and state fields.
33698: 3.2: Fixed an issue in reports that caused some crosstabs and summations to disappear and others to be displayed twice.
32377: 3.2: Immigration forms I-601 and I-751 have been updated.
Changes for March 18 - March 24
Effective March 26, 2010 for sites updated weekly
Effective April 2, 2010 for sites updated monthly
Enhancements
33972: 3.2: New fields "Entered by" and "Updated by" are available for use on dynamic (custom) timekeeping forms and profiles. "Entered by" records the user that created the timeslip, in contrast to "Caseworker" that shows who the timeslip was created for. "Entered by" is not editable. The "Time updated" field now displays the full date and time rather than time of day. The "Last 5 timekeeping entries" listview is also now available. See "Timekeeping - Customizing Time Entry" in Help/Administration Tools for information.
33887: 3.2: The Toggle Field in the Branch Logic block can now be configured to have a default value. For example, if the Toggle Field is Gender, you can select Male or Female (or any other available value) as the default when the form containing the block displays. Note: The default set in the block configuration will not override an existing value. In the example, if the Gender field has already been set to Male, then a default of Female will not override that value, and the block will initially display Male, along with the branch logic form (if any) that is configured for Male.
32224: 3.2: The forms and processes for Litigation records can now be customized like other forms and processes (prescreens, intakes, etc.) in Admin/Site-Specific Process Management. See "Litigation Records - Customizing the Litigation Form" in Help/Administration Tools for more information. Note: Only demo sites will receive this update effective March 26. Live sites (weekly and monthly) will receive this update on April 2nd. [Update] We have changed the release date for this update to April 30 for live sites receiving weekly updates and May 7 for live sites receiving monthly updates.
[Updated 3/25/2010] 33984: 3.2: Added new configuration options to the Family Information block for HUD ethnicity, HUD disabling condition, and Veteran status. We also renamed "handicapped" to "disabled" on this to more accurately describe the data.
Fixes
33980: 3.2: Fixed an issue that caused the Pro Bono Advocate dropdown list on a pro bono timeslip to not show all pro bono advocates assigned to a case.
33912: 3.2: Hotfixed a patch which solved a problem regarding changing date filters in reports.
33905: 3.2: Fixed an issue that caused an error to appear at the top of the page on step 2 when creating a communication in Communication Manager.
33902: 3.2: Fixed an issue with the checkboxes on the I-485 immigration form not transferring to the final PDF.
33876: 3.2: Fixed an issue that could cause an error if you clicked on a breadcrumb link in a Callback page.
33874: 3.2: Fixed an issue with timeslip start/stop times when the timeslip was created (or the timer started) during the noon hour. The hour will properly show 12 instead of 00.
33834: 3.2: Fixed an issue with the homepage assignments listview that could cause errors in certain circumstances.
33466: 3.2: Fixed an issue that prevented changes to Referral Office from saving on an Organization profile.
33384: 3.2: Immigration form I-485 updated.
33383: 3.2: Immigration form I-360 updated.
33295: 3.2: Fixed an issue that caused incorrect "Permission denied" errors on certain tabs of a pro bono user profile when trying to view the profile during the recommend a pro bono attorney process.
33058: 3.2: Modified the sort order and made additional changes to the ILAO (Illinois Legal Aid Online) Resources list.
32093: 3.2: When editing a field's properties on a dynamic profile page, the "Start Aux Process" dropdown will only show auxiliary processes, and not include document processes.
31961: 3.2: Fixed an issue which caused certain cases with a percentage of poverty value of 1,000% or higher to be considered income eligible.
11390: 3.2: Fixed an issue where search boxes for various contacts were not returning a contact unless the full last name was entered.
8088: 3.2: When adding or editing folder, placing a forward slash in the name now returns a friendly warning instead of a full-screen error.
[Updated 3/25/2010] 34047: 3.2: Fixed an issue where emailed notes did not always reflect "Note emailed to:" followed by the name and email address of each recipient when displayed in the case notes.
Changes for March 04 - March 10
Effective March 19, 2010 for sites updated weekly
Effective April 2, 2010 for sites updated monthly
Enhancements
33882: 3.2: The permissions for user roles are now selected using a checkbox for each permission instead of a single multiselect. We believe site administrators will find this method of selecting and de-selecting individual permissions for a role much easier than scrolling and Ctrl-clicking now that the list of permissions has grown considerably. See Admin/User Roles (Permissions).
33833: 3.2: Information from the Military Service and Physical Disability fields are now copied when creating a new case for an existing client.
33812: 3.2: The "Ask for neighborhood" feature in the Address and Address Extended blocks has been enabled for all sites. Administrators can have the neighborhood field auto-complete based on zip code by enabling this option, adding neighborhoods in Admin/Lookups/Neighborhood, then associating neighborhoods with zip codes in Admin/Zip Code. Sites that do not need auto-complete can simply add neighborhoods in the lookup and use the field separately from the address blocks.
33714: 3.2: Forms in Admin/Site-Specific Process Management can now be associated with multiple process types. This allows administrators to use the same form in, for example, an intake and an auxiliary process. You select the process type(s) for a form in edit mode. When using the new Copy feature to copy a form, the new form will automatically have the same process type as the original form, but additional or different process type(s) can be selected.
33704: 3.2: Added an Ethnicity (Non-HUD) field and lookup.
33691: 3.2: The toggle field of the Branch Logic block can now be a multi-select field.
33683: 3.2: We now track who last modified each report and display the name in the Reports lists. The column heading has been changed to "Last Modified By". Note: This field will be blank for existing reports until each is next modified.
33679: 3.2: Added a new 'Number of Children (All Ages)' field. This is a separate field from the 'Number of People under 18' in a household field, and is designed to allow capturing the number of children a client has regardless of age.
33517: 3.2: Added a configuration option to the Branch Logic block allowing the toggle field to be required.
33487: 3.2: A note is now added to a matter when filling an appointment slot, similar to the note that is added when rescheduling an appointment, to provide a better scheduling history for matters.
6180: 3.2: Reports: Added support for single date filters in non-edit mode. For example, Date Opened can now be filtered for cases opened before a given date. This could be done before using range filters, but now it is more convenient and clearer when running a report in non-edit mode.
Fixes
33842: 3.2: Fixed an issue displaying the taskbar on rejected matters if a custom timekeeping process was selected in Admin/Timekeeping Settings.
33806: 3.2: Fixed an issue with reports that don't display the data table. The cursor would not stop spinning even after the report was fully displayed, giving the incorrect impression that the report had not finished loading.
33715: 3.2: Immigration form I-602 has been updated.
33705: 3.2: When you re-open a case, the case status field no longer defaults to the current case status, but to "Please select". Also, a case status history entry is now created when reopening a case if you select a case status.
33620: 3.2: Fixed an issue with recurring events that only allowed you to edit the first instance of the event. You can now edit all instances of a recurring event or a single instance (which will make that instance a standalone event that is no longer part of the recurring event).
33475: 3.2: Fixed an issue that prevented Phone Number from displaying on some callbacks.
33296: 3.2: Added a note to Admin/Top Level Navigation Bar to make it clear that the Admin tab can be renamed, but not moved into the Disabled Tabs section.
33043: 3.2: When trying to visit the page of a deleted document or lookup, you will now get redirected rather than an error message appearing.
32979: 3.2: On timeslips with a search box, selecting a result in the list with the keyboard and hitting the Tab key now causes the funding code to be updated as if you had clicked on one of the results with the mouse. Previously, using the keyboard would select the result you chose, but not update the funding code from the case or outreach.
12166: 3.2: Documents - fixed issue with creating subfolders for organizations.
Changes for March 04 - March 10
Effective March 12, 2010 for sites updated weekly
Effective April 2, 2010 for sites updated monthly
Enhancements
33481: 3.2: Optimized the load times for the Step 2 (Related Information) page of the immigration forms process.
33389: 3.2: Made the Legal Problem Category table available on reports based on Outreach/Other Matters/Presentations data.
33355: 3.2: Outreach processes and forms are now dynamic and can be configured by site administrators.
33307: 3.2: Added an Assignment Status filter to the list of assignments shown by the "My Assignments" link at the top right of the page. The filter defaults to showing only assignments that are current (have no end date).
4993: 3.2: Reports: Added date range presets for "Past 90 days" and "Current Year Calendar Quarter 1" and quarters 2, 3, and 4.
Fixes
33518: 3.2: Changed the column heading on the reports lists from "Date" to "Modified Date" to reflect the dates being displayed in that column.
33470: 3.2: Fixed a full page error when merging/deleting entries in certain lookups.
33386: 3.2: Fixed an issue where the list of available Publications shown during intake (on sites that use this feature) would not refresh if the problem code was changed at the top of the form.
33310: 3.2: Fixed an issue where the red Search for Client Organization would initially not show results.
33232: 3.2: Fixed an issue where recurring events could all appear on the same date if the recurrence end date was too far in the future.
32430: 3.2: Fixed a problem where Crosstabs, Summations, and other views of report data would disappear under certain circumstances when the report was fully loaded.
32292: 3.2: Fixed an issue with saving the close reason when using the disposition block to accept and close a case along with the option to prompt for a close reason and skip the closing form.
5423: 3.2: The breadcrumbs and page title for Admin/Top Level Navigation Bar now display Top Level Navigation Bar instead of System Settings.
Changes for February 25 - March 03
Effective March 5, 2010 for sites updated weekly
Effective April 2, 2010 for sites updated monthly
Enhancements
33008: 3.2: You can now enter an email address for each Common Adverse Party in Admin/Common Adverse Parties.
Fixes
33109: 3.2: When editing form elements like blocks and fields, the plus sign you click to expand the configuration options for an element will change to a minus sign (or dash) when the configuration options are displayed.
33065: 3.2: On a Hotdocs-enabled site, a Hotdocs user name and password is not required when creating/editing a user's Extra Information unless the "Add Probono.net Hotdocs Login Info" button is clicked to display those fields.
33032: 3.2: The Courts dropdown list on the Litigation form is now sorted alphabetically.
32100: 3.2: Fixed an issue with Outcomes where the total would revert to $0 if you missed entering a required field.
31810: 3.2: Increment and base income are now required fields when updating poverty scales in Admin/Poverty Scales. Increment must be >= 0 and base income must be > 0.
12205: 3.2: Fixed an issue with the County of Residence and County of Arrest/Dispute not being updated when you select a different institution while editing a client's address with the "Institutionalized?" option enabled in the Address block. The "Institutionalized?" and "Institutionalized at" fields are now displayed on the case profile if you have the "Show institution" option on the Address block enabled.
11395: 3.2: Fixed an issue that could occur when trying to associate cases with clients in multiple tabs or windows at the same time.
Changes for February 18 - February 24
Effective February 26, 2010 for sites updated weekly
Effective March 05, 2010 for sites updated monthly
Enhancements
32927: 3.2: Closed and Rejected are new options when selecting dispositions for an auxiliary process (in addition to Pending and Open). This allows administrators to have the right side taskbar link created by an auxiliary process displayed when a case is pending, open, or closed, and on rejected matters, or any combination of those dispositions.
32915: 3.2: You can now mark process forms as active or inactive. This will be shown in the Active column on the process forms list. Inactive forms that are already enabled on a process will remain as they are. However, inactive forms will no longer display in the Disabled Forms section of the process edit page to prevent them from being accidentally moved to the Enabled Forms section.
Fixes
33027: 3.2: Fixed an issue where clicking on the second tab of the Documents block would sometimes try to display the case profile instead of the list of Email Templates.
32982: 3.2: Fixed an issue with Case Status updates not being emailed even though that option was selected.
32969: 3.2: Fixed an issue with Time Spent calculations on timeslips where the Start/Stop times span 12:00pm (noon).
32936: 3.2: On the Duplicates by Name and Duplicates by DOB reports on the Admin tab, changed the wording from "when the case was opened" to "when the case was open" to accurately describe the Date Opened to Date Closed interval these reports are using.
11894: 3.2: Re-mapped spouse field on immigration form EOIR-42B.
11871: 3.2: Fixed an issue with creating weekly recurring events.
11867: 3.2: Removed formatting codes that would appear in the error reported when trying to delete a family member from a client with multiple cases.
11312: 3.2: Fixed an issue in immigration forms. If you changed a value like an address from a pre-populated address to "N/A" in the form process, the "N/A" is saved when you click Save, and when the form is generated.
12409: 3.2: In reports, site-specific fields that use lookups in the Users table will now work properly when you add the Custom table to a Case Data based report.
11215: 3.2: The list of Institutions is now sorted in alphabetical order (for example, after selecting Yes for the Institutionalized? question.
Changes for February 11 - February 17
Effective February 19, 2010 for sites updated weekly
Effective March 05, 2010 for sites updated monthly
New Features
The administrative interface for Site-Specific Process Management has been redesigned to provide a clearer structure as the number of dynamic modules increases. The redesign also accommodates the new Branch Logic forms. These forms, together with the new Branch Logic block, will allow administrators to design forms that change based on the selection a user makes for a yes/no field or lookup field. Administrators will receive a memo with more detail on these changes.
These updates will reach demo sites on February 18, live sites receiving weekly updates on February 25, and live sites receiving monthly updates on March 5.
Administrators do not need to make any changes to sites as a result of these updates. Existing forms and processes will continue to work as they currently do.
Bug Fixes
11173: 3.2: Removed stray "z" from addendum header in immigration forms.
32436: 3.2: Fixed an issue where a red search of Notes would not return results for hyphenated terms that included numbers.
32724: 3.2: Fixed a bug which hid notes with no subject from displaying in the "Combined Notes" field in reports.
32725: 3.2: Fixed an issue where Sunday events could display on the following Sunday if the user's preference for Start of Week was set to Monday.
32747: 3.2: Fixed an issue where a site-specific field on a case profile would display a configured default value instead of "N/A" when the field was actually empty.
32768: 3.2: Resolved an issue with editing lookups created for a specific site.
32795: 3.2: Fixed an issue that caused the Login search box used in some listviews (Cases filters, Timekeeping Log filters) to not show search results.
32812: 3.2: Fixed an issue with the date picker (pop up calendar) on timekeeping forms not inserting the date you clicked on.
32841: 3.2: Fixed a bug that caused a blank family member to be created during intake if the intake included a step to collect family information and the gender field for family members was enabled.
Changes for February 04 - February 10
Effective February 12, 2010 for sites updated weekly
Effective March 05, 2010 for sites updated monthly
Bug Fixes
5623: 3.2: Fix the red/green color of the percentage of poverty calculation in the expenses section of the Financial Information block when no expenses are entered.
5878: 3.2: Fixed the percentage of poverty calculation in the Basic Financial Information block when commas are included in the income field.
6861: 3.2: The Income listview now displays frequency as Semi-Monthly instead of 24.
9720: 3.2: Fixed an error with the user search element on projects/other matters that would allow creating a new record without a staff person even if the field is marked required.
11098: 3.2: Fixed an issue with gender not saving when editing a family member.
32205: 3.2: Fixed a bug which would cause incorrect data to display for site-specific multi-select fields when the Custom table was used in reports.
32315: 3.2: Fixed an issue with creating case contacts during an intake.
32347: 3.2: Fixed a bug with Start/Stop times on timeslips that would occur under certain circumstances with Internet Explorer, and with entering times that span midnight.
32355: 3.2: Fixed a condition where the Case Status History list would display the history of the wrong case unless you clicked the Reset link.
32444: 3.2: Prevent an error with uploading documents when the document type comment contains UTF8 encoding.
32660: 3.2: Fixed the timekeeping hours calculation to update calculated time when the Start/Stop time AM/PM dropdowns are changed.
32698: 3.2: Fixed an error which prevented images from displaying in help sections.
32722: 3.2: Fixed an issue where the "Show funding codes for all offices" checkbox on timeslips would cause errors.
32731: 3.2: Fixed an error that was causing some reports to not load properly.
Changes for January 28 - February 03
Effective February 05, 2010 for sites updated weekly
Effective March 05, 2010 for sites updated monthly
Enhancements
12478: 3.2: Added the new fields Intake Time and Prescreen Time. These fields can be added to forms to record the time of day, as well as the date of a prescreen or intake. You may need to Rescan Fields for the new fields to be available in field lists (Admin/Site-Specific Field Management). Each field has a configuration option called "Now" to automatically set the time value to the current time, similar to the "Today" configuration option for date fields.
31986: 3.2: The Outcomes (With Frequency Controls) block has a new configuration option "Show Outcome Category". This allows sites to setup categories and limit the available outcomes shown to those associated with a particular category or categories. An outcome category can also be configured to automatically use a particular Period type. You define the Period Type and Outcome Category values in Admin/Lookups. You can associate outcomes with one or more categories in Admin/Lookups/Outcome.
32383: 3.2: Added a new setting that allows site administrators to have an email sent to one or more addresses when a ticket from a site is created. The new setting is at the bottom of the page in Admin/Site Settings.
Bug Fixes
11797: 3.2: Fixed an issue where changes to the filters on the Calendar/Events list would not take effect the first time you displayed the list and changed the filters; for example, clicking the Remove link next to the current user's name to see events for everyone.
12073: 3.2: A dynamic process can no longer be marked active if no forms are enabled. This will prevent error messages, especially when displaying case profiles where an auxiliary process has no forms enabled.
32087: 3.2: Attempting to input an asset or expense amount larger than Legal Server supports (9,999,999) will now produce a friendly error message at the top of the form instead of a full page error.
32266: 3.2: Added the DV Legal Issues Split table in reports. This allows reporting on the fields from the Domestic Violence Outcomes block.
32280: 3.2: Fixed an issue with the Screening Status dropdown being set to the configured default instead of a different status that was specifically selected.
Changes for January 21 - January 27
Effective January 29, 2010 for sites updated weekly
Effective February 5, 2010 for sites updated monthly
Enhancements
31742: 3.2: For timeslips, if Start/Stop times are enabled and used manually or with the Timer, time spent will be calculated and static, but an override button provided. Administrators should have received an email about this change on January 27th; let us know if you did not receive it.
Bug Fixes
5791: 3.2: Prevent editing of some case status change items in the case status history from causing an error.
10190: 3.2: Fixed a bug causing an unwanted listview to display at the bottom of the edit litigation page.
32084: 3.2: Fixed a bug in reports which would add the Previous Disposition lookup table to a report instead of the Case Disposition lookup table.
Changes for January 14 - January 20
Effective January 21, 2010 for sites updated weekly
Effective February 5, 2010 for sites updated monthly
Enhancements
31676: 3.2: If the outcomes with frequencies block is used, closed cases will contain the outcome period and the non-calculated value on the right hand side closing information of the case profile.
Bug Fixes
32011: 3.2 Fixed issue where site-specific lookup fields would not accept a value of 'Please Select'.
32005: 3.2: Hotfixed a bug which prevented notes from appearing in certain cases.
31995: 3.2: Fix condition where litigation entry form would crash if no information is entered in required fields. Now it displays the error regarding the required field must be populated rather than a page crash.
31969: 3.2: Fixed an issue causing case profiles to error when loading a case with no program set. All new cases created in LS have the program field required, this issue was specific to imported cases where it's possible no program is set.
10591: 3.2 Fixed a bug with multi-select fields which showed incorrect editing instructions. Subjects are now not editable inline.
7579: 3.2: Fixed a bug which wouldn't allow you to save an auxiliary process from clicking 'edit' on a newly added profile field.
32037: 3.2: Added a court date type of event. When selected, additional fields will appear on the event page to help track court information. Please contact the PSTI support staff for more information and to activate this on your site.
7193: 3.2 Fixed bug which resulted in incorrect creation dates being reported to webfolders, and therefore not displaying the document in Legal Server.
Changes for January 07 - January 13
Effective January 15, 2010 for sites updated weekly
Effective February 5, 2010 for sites updated monthly
Enhancements
31777: 3.2: Added a configuration option to the Adverse Party (Prescreen) block that allows you to change the label for the additional adverse parties section displayed by the block.
31655: 3.2: The LSC and secondary eligibility blocks will now remember if an override had been applied previously and display the override fields. This should make the information clearer when the eligibility information is viewed again after an override has been applied.
Bug Fixes
31843: 3.2: Hotfixed a problem which prevented filtering cases by primary advocate and running reports on certain sites.
31811: 3.2: Fixed a bug in the Legal Problem Code/Special Problem Code block which would result in all the special legal problem codes being listed, even if you had set the configuration to only show the special problem codes associated with the selected legal problem code. This could happen if the legal problem code was selected by entering text in the text box instead of using the dropdown list.
31660: 3.2: Fixed bug which caused searching for contacts with non-ascii characters (such as ñ) via the red search link to fail.
12460: 3.2: Prevent an error when uploading some documents that use UTF8 encoding.
12445: 3.2: Fixed an issue with the Duplicates reports (available on the Admin page) which prevented them from being exported to Excel.
11865: 3.2: The Incomplete Intakes tab shown at the bottom of the Cases tab will now match Incomplete Intakes on the home page.
11599: 3.2: Fixed an issue with the Incomplete Intakes listview on the homepage that could display 'new' intakes under certain circumstances.
11275: 3.2: Notes added to a user's profile page no longer display the incorrect 12:00am time.
11266: 3.2: Fixed an issue where a matter that was rejected on the last step of intake via Reject in the Disposition dropdown would later re-open directly to an open case without requiring a primary assignment. These matters will now re-open to the last page of intake and require a primary assignment to be selected before they can be re-opened.
10605: 3.2: Fixed a display issue where income entries that were deleted might still appear in the income listview (but not in the righthand side financial information tab, and were not being used to calculate percentage of poverty).
9805: 3.2: Fixed the Assignments listview on user profile pages where date filters were not correctly including the last date in the Start Date/End Date range.
7802: 3.2: When searching Notes via the red search link, if more than one page of results are returned the page number links at the bottom of the list now work properly.
Changes for December 31 - January 06
Effective January 8, 2010 for sites updated weekly
Effective February 5, 2010 for sites updated monthly
Enhancements
7806: 3.2: The CSR Eligibility Information block will now display non-editable fields when placed on the case profile page or a printable profile page. This will allow you to display the labels for the CSR-related fields so they match what you have on, for example, your closing form.
11949: 3.2: Added a warning to timeslips when the funding code does not meet restrictions set in Grant Management. The warning will go away once appropriate selections are made.
Bug Fixes
8898: 3.2: Fixed a wrapping problem with the display of Subjects on user profile pages.
12412: 3.2: Fixed the labels for the tabs of several listviews, such as those in the Timekeeping section.