In this release, we've addressed critical issues and introduced powerful enhancements to streamline your workflow:
New Features and Enhancements
1. Enhanced Client Note Filtering and Download Option:
- Date Range Filtering:
1. Implemented two optional date pickers, 'From Date' and 'To Date,' within the viewing interface.
2. Enables users to filter client notes data within a specific date range for more targeted analysis. - Expanded Shift Type Filtration:
1. Extended the 'Shift type' filtration functionality to include all new category types.
2. Users can now filter client notes based on shift characteristics, providing a more comprehensive approach to data retrieval. - Diverse Client Note Category Types:
1. Introduced various client note category types, including Shift notes, Feedback, Inquiry, Case management, Progress Notes, Awake Shift Notes, Shift Cancellation, and Participant Exit Notes.
2. Enhances organization and allows users to categorize client notes based on specific types for easier identification and retrieval. - Comprehensive Filtering Options:
1. Users can filter data by date, shift ID, Category Type, and created user.
2. Critical and private filter options are available, offering flexibility in focusing on essential information or maintaining the confidentiality of sensitive data. - Improved User Experience:
1. Aims to streamline the client note management experience by providing more sophisticated and customizable filtering options.
2. Empowers users with greater control over data retrieval and analysis processes for increased efficiency and convenience.
2. Shift Reject Status and Comment on Roster Approval Screen:
- Added Shift Reject Status and Comment functionality to the Roster Approval Screen.
- Users can now easily identify rejected shifts and view associated comments for improved transparency in roster management.
3. Team Member Module Enhancement:
- Disabled the 'Active Status' button for non-Super Admin users in the Team Member Module.
- This change ensures that only Super Admin users have the authority to modify the active status, providing better control over team management.
Product Enhancements:
1. Client Creation Date Fix:
- Resolved an issue where the client creation date was erroneously recorded as a past date.
- Users can now accurately set the client creation date and seamlessly add subsidy and supplement details during the initial creation process.
2. Client Funds Decimal Entry:
- Implemented a fix to allow decimal values when entering client funds, ensuring more accurate financial tracking.