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RELEASE 2025-1

  April 2025

New Features

Purchase Orders #web #mobile

Purchase Orders (POs) are now split into their own business objects to allow individual ownership and tailored permissions for each PO, ensuring only relevant records are accessible to users. This enhances data privacy, improves scalability, and supports better workforce management. Learn more here

 

Record-Level Security #web #mobile

Introducing record-level security to ensure more granular access control by restricting data visibility at the record level. Users now only have access to the records they are assigned to, enhancing privacy, compliance, and security. Learn more here

 

Multi-Factor Authentication #web #mobile

We’ve added multi-factor authentication (MFA) for added account security, providing an extra layer of protection when logging in. Learn more here

 

Click-through for “Expired Licences & Insurances” Widget #web

The “Expired Licences & Insurances” widget is now clickable, allowing users to directly access a list of records related to expired licences and insurances. Learn more here

 

Care and Support Sector Updates #web

  1. Updated Asset Templates: We’ve updated asset templates to better capture details about Care Recipients and their support arrangements (NDIS Plans, CHSP Cases, and QCSS Service Episodes).
  2. New & Improved Reports:

    • Bulk Claim File for NDIA (Updated)

    • Monthly Statements for NDIA (Updated)

    • Budget Tracker for Individualised Funding (Updated)

    • Fund Performance Report for Block Funds (New)

    • OMS Report for QCSS (New)

    • DEX Report for CHSP (New)

Improvements

Mobile

  • Added the ability to track the status and completed date within Scope and Quote records.

  • Added functionality to link existing assets within mobile app workflows.

  • Fixed issue where the save button was missing on the client details view.

  • Upgraded mobile architecture to improve performance and compatibility with React Native.

  • Added additional fields and requirements to the Purchase Order Details Tab.

  • Improved performance by refreshing main list pages for better user interaction.

  • Fixed inconsistencies related to Scope across different views.

  • Added a closed date field to SRQ records for better tracking and reporting.

  • Made data transfer objects (DTOs) consistent with API changes for improved data handling.

  • Upgraded Expo to version 52, ensuring compatibility with the latest features and improvements.

Web

  • Enhanced the form-item component to support navigation to linked objects, improving usability.

  • Added “Back to Parent” navigation in asset views for better user navigation.

  • Cleaned up and optimized the SCSS for bulk action lists.

  • Updated the calendar icon in design review for better clarity and visual consistency.

  • Fixed issues causing unexpected appearance changes in calendar views.

  • Added a new “Client” column to list screens for easier filtering and organization.

  • Introduced flexibility in order schedules to handle different clients and companies between schedules and assets.

  • Removed sorting functionality from the Tick/Cross column for better data accuracy.

  • Ensured tick and cross styles in SRQ review match those in WO/PO when review permissions are removed.

  • Aligned tick and cross styles in scope review with WO/PO when review permissions are removed.

  • Enhanced the Summary Box to merge contact name and phone with a tooltip showing full details.

  • Made data transfer objects (DTOs) consistent with API updates for uniformity across the system.

  • Upgraded the web app to Angular 18 and PrimeNG v18 for better performance and modern features.

API

  • Enhanced search functionality with timezone support for more accurate date queries.

  • Optimized template update checks for improved system responsiveness.

  • Merged updates for improved functionality and consistency across the platform.

  • Added flexibility to handle different clients and companies between schedules and assets.

  • Ensured asset names are consistently displayed in PDF templates.

  • A series of updates and fixes post-release to address identified issues.

  • Removed default lookups for subscribers to streamline user experience and performance.

  • Standardized API calls for retrieving current user details, ensuring consistency across the platform.

  • Updated various system packages to their latest versions for improved performance and security.

  • Various updates to unit tests for enhanced test coverage and stability.

Bug Fixes

  • 44 bugs resolved

Support

For help and support email [email protected]