Acclaim Solaria 5.31 Release Notes

Transcription

1 Acclaim Slaria 5.31 Release Ntes 5.31 Release ISSUES RESOLVED Calendar: When using assignment cunts and canceling an assignment directly frm the calendar using the cntext menu, it will nw clear ut the rm, meal and reprter cunts n the assignment. [SD-749] On the Manager Schedule view, services that d nt use staff will be cnsidered assigned and cnfirmed when lking at the checkmarks next t each assignment. [SD-727] My Reminder Ntes: When srting the My Reminder Ntes list, it will nw shw the checkmark fr any cmpleted ntes crrectly. [SD-750] Staff Prgress: If n services n an assignment use prgress tracking, the message shwn n the Staff Prgress windw will nw read N Staff Prgress Used n this Assignment. [SD-721] Depnent Update: If a depnent is deleted frm the Depnent Update windw and it was a depnent that was used n the ServiceLink wrksheet fr the assignment, it will nw remve the assciatin f the depnent t the wrksheet depnent. This will allw the depnent t be added again later n the windw and will result in being able t view the rder items fr that depnent n a pending rder. [SD-733] Assignment Files: The Files buttn n the Assignment Files windw will nw shw all attrneys and staff that are n the jb. [SD-723] When integrating with ServiceLink and adding a file t an assignment then nly giving an attrney access t the file, it will n lnger shw a SQL errr regarding the insert int the JbFileStaff table when the windw is saved. [SD-752] Client Invices: Transactins: When printing an invice t the destinatin and neither the attrney nr client have a preferred destinatin set up, it will nw send the t the attrney s address that is n their accunt. [SD-741] When printing invices using text in the Invice Interest/Discunt Line Item Text field f invice preferences, it was smetimes nt including the interest/discunt line when attrneys did nt verride client preferences fr invices. [SD-751] Credits t staff and returns frm clients will nw be sent t ServiceLink crrectly t shw prperly n transactins there. [SD-728] If a search is dne n the transactin windw t bring up multiple invices fr a client, it will nw calculate the amunts t pay n each item f an invice with the balance due n the item. This will result in discunts and ther invice charges getting paid crrectly. [SD-740] Reprts: When printing attrney statements t the destinatin and nt using the Use Preferred Destinatin ptin, statements will be individually ed t each attrney. [SD-741] ENHANCEMENTS The client type was added t the Assignments Scheduled reprt. Acclaim Slaria Release Ntes Page 1 f 10 Versin 5.31

2 5.30b010 Patch Release ENHANCEMENTS A separate preference was added in System Preferences Staff tab fr the Staff Payables reprt s that yu can print the client invice numbers withut the client invice rates and amunts, if desired. [SD-719] ISSUES RESOLVED When using the Create YesLaw Files buttn n the Assignment Files windw, it will nw crrectly send the assignment number parameter t the YesLaw Generatr. It was previusly appending a -J t the case name. [SD-718] When cpying prduct prices, it will n lnger shw expired cmpanies t cpy int. [SD-717] 5.30 Release ENHANCEMENTS FILE ENHANCEMENTS New ptins were added t the File Types under Categries and Types: [SD-135] Aut Access t Staff: (Visible if integrating with ServiceLink.) All staff n services r staff invices n an assignment are granted full access t any files n the assignment with that file type. As staff are added/remved frm the assignment, r as staff invices are manually created r vided, the staff listed n the user access list fr the files with that file type will be updated. Aut Access t All Attrneys n Assignment: (Visible if integrating with ServiceLink.) All attrneys n an assignment are granted full access t any files n the assignment with that file type. This includes the scheduling attrney, attrneys present, rdering, billing and shipped t attrneys. As attrneys are added/remved frm the assignment in all areas f the assignment, the attrneys listed n the user access list fr the files with that file type will be updated. Attach t Staff Cnfirmatins: If a file with this file type is fund n the assignment r n a case related t the assignment, it will autmatically attach the file t ed staff cnfirmatins. Attach t Client Cnfirmatins: If a file with this file type is fund n the assignment r n a case related t the assignment, it will autmatically attach the file t ed staff cnfirmatins. Acclaim Slaria Release Ntes Page 2 f 10 Versin 5.31

3 When adding files t an assignment, the files selectin dialg bx will nw shw shrtcut buttns t yur Desktp, Dcuments and Dwnlads flder t make it easier t get t the files there. In additin, the dialg bx will nw allw yu t build a list f files t add t the assignment by mving files t the list n the right side f the dialg bx. (If yu nly need t add ne file, yu nly need t select the file.) [SD-608] A checkbx clumn was added t the frnt f the assignment file list. Yu can nw select the files yu want then click n Delete r Dwnlad t prcess all selected files fr the buttn. [SD-673] The Open buttn in the File Name clumn was renamed t Open (1). This is t indicate that the buttn will nly apply t the highlighted file as yu can nly pen ne file at a time. When using the Edit buttn in the File Name clumn and n file type and/r depnent is selected, it will keep the file type and/r depnent already selected n each file. [SD-679] Acclaim Slaria Release Ntes Page 3 f 10 Versin 5.31

4 If Integrate with ServiceLink is turned n in Preferences: An Add User buttn was added t the User Access clumn f the assignment files list. Select (check) the files yu want t add a user fr, then click n Add User. A list f all pssible users n the assignment will be displayed t select frm. Saving will add the checked users t the selected files. [SD-675] A Remve User buttn was als added t the tp right f the assignment files list. Select (check) the files yu want t remve a user frm, then click n Remve User. A list f all users n the selected files will be displayed t select frm. Saving will remve the checked users frm the selected files. [SD-675] The Edit buttn in the User Access clumn was renamed t Edit (1). This is t indicate that the buttn will nly apply t the highlighted file as yu can nly edit the user access fr ne file at a time. On the case files list, yu can nw enter a Descriptin fr each file and see when it was added t the case. Additinally, if yu integrate with ServiceLink, yu can check whether a file can be shwn t staff r attrneys n assignments with that case. When the case is sent t ServiceLink, it will send the files marked t shw t staff r attrneys t ServiceLink. [SD-673] A separate list f related case files will then display n the assignment files windw. Acclaim Slaria Release Ntes Page 4 f 10 Versin 5.31

5 NEW SERVICE OPTIONS New ptins were added t services and assignment details t allw yu t skip assigning staff t a service and/r skip tracking prgress n a service. [SD-708] SERVICES In Categries and Types Services, yu will see tw new clumns: Staff Assignment Type and Prgress Tracked. Staff Assignment Type: Select Nrmal if yu want t be able t assign any staff persn t the service. Select Dedicated if the staff persn assigned t the service cannt be assigned t any ther service n the same assignment. NEW! Select Nne if yu d nt want t use/assign any staff t the service. Prgress Tracked: Acclaim Slaria Release Ntes Page 5 f 10 Versin 5.31

6 Select N n this new field if the staff assigned t the service will nt d check in, check ut r a wrksheet and therefre this infrmatin will nt need t be entered in Slaria. This will be selected autmatically if the Staff Assignment Type is set t Nne. By default, Yes will be selected which will allw staff t check in, check ut and create a wrksheet in ServiceLink and/r this infrmatin can be entered in Slaria. Nte: Changes t these settings will nly affect new assignments create frm that pint n. Existing assignments will nt be affected unless a service is remved and re-added n it. ASSIGNMENTS When a service is selected n an assignment and it des nt use staff n it, yu will see a cmment f (N Staff Used ) next t the service name in place f the assigned staff name. There is als a new ptin n the assignment t tell it that n staff will be assigned at all n the assignment. Selecting this checkbx will hide the ptins t assign staff t the services in the Staff Assignments windw. It will cmplete the assign staff, cnfirm staff and send cnfirmatin tasks. It will als cmplete the check in, check ut and wrksheet tasks nce an rder is created. Nte: All assignments require at least ne service be selected fr it. If N Staff Used n this Assignment is nt checked, at least ne service must have staff assigned t it in rder t cmplete the assignment tasks. STAFF ASSIGNMENTS Yu will nly be able t assign and cnfirm staff t services that have an assignment type f Nrmal r Dedicated. Yu will nt be able t assign r cnfirm services that have an assignment type f Nne r if N Staff Used n this Assignment is checked n the assignment. STAFF PROGRESS Yu will nly be able t enter the prgress f staff assigned t services that have Prgress Tracked set t Yes. Yu will nt be able t enter the prgress f staff assigned t services that have Prgress Tracked set t N r if N Staff Used n this Assignment is checked n the assignment. Nte: Tracking items can still be used if desired. Acclaim Slaria Release Ntes Page 6 f 10 Versin 5.31

7 STAFF PROGRESS TRACKING LIST Only items pertaining t staff assigned t services that have Prgress Tracked set t Yes will be shwn in the prgress tracking list. ASSIGNMENTS When an assignment lcatin with a 9-digit zip cde is used, it will nw prperly find the matching service area using nly the first 5 digits f it. [SD-681] If the staff are changed/remved n an assignment and there are staff prgress recrds already saved fr them, it will remve r replace the prgress recrds fr thse staff. [SD-685] If the staff are changed/remved n an assignment and there are tracking items assigned t them, it will unassign them frm the tracking items. [SD-710] On the Staff Prgress windw, a new Rush/Expedite checkbx was added. This will cme in frm the staff ServiceLink Check Out if yu integrate with ServiceLink, and will als be sent t ServiceLink if yu manually check it. It will shw in the staff list at the tp f the windw as well as in the Check Out infrmatin sectin n the windw. This field can be added t the Staff Prgress Tracking bard as anther clumn in the list. The Deliver By date has als been added t the staff list at the tp f the prgress windw. [SD-702] On the Depnent Update windw, if yu have pre-filled the # Exhibit Pages field and then use the Add buttn t cpy ver the depnent infrmatin frm the ServiceLink wrksheet, it will nt verwrite the cntents f this field. [SD-703] The YesLaw generatr n the assignment files windw will nw pass the assignment number t the generatr. [SD-677] CLIENT INVOICES A new search ptin was added t the invice list windw t search fr invices with a specific prduct n it. [SD-694] STAFF INVOICES This Pay Selected buttn is nw shwing again n the staff invices list windw. Clicking n it will nw display a warning message befre it displays the payment methd prmpt. It warns yu that the selected staff invices will be paid in full, regardless f their guarantee type r what clients have paid n the related assignments. [SD-687] Acclaim Slaria Release Ntes Page 7 f 10 Versin 5.31

8 REPORTS CONFIRMATIONS The affiliate assignment number will nw print n staff cnfirmatins, if it was entered n the assignment. A field name f Jb.AffiliateJbNumber was added t use n custm cnfirmatins. [SD-690] New preferences were added t exclude the link t MS Outlk appintment ICS files n staff and/r client cnfirmatins. (This is mainly fr thse having firewall issues when it needs t FTP the ICS file t the Slaria FTP server.) [SD-701] In Settings Preferences Staff tab, check Exclude MS Outlk Appintment ICS File Link. In Settings Preferences Clients tab, check Exclude MS Outlk Appintment ICS File Link. ASSIGNMENTS The Scheduled By user name was added t the Assignments -> Assignments Received reprt t shw wh entered the assignment. [SD-680] A new reprt was added: Assignments Imprt Verbatim Hearing Recrding Assignments. It will imprt VHR dckets as assignments frm an Excel spreadsheet. Nte: a VHR cmpany needs t be selected as the current cmpany in rder t see this reprt. [SD-698] CLIENTS A new reprt was added: Clients Ntificatins. Similar t the Staff Ntificatins reprt, it will assignment cnfirmatins t all cntacts n assignments fr a specific date. [SD-686] A new reprt was added: Clients Verbatim Hearing Recrding Invices. This prints parent invices fr VHR cmpanies per specific requirements f theirs. Nte: a VHR cmpany needs t be selected as the current cmpany in rder t see this reprt. [SD-682] STAFF When running the Staff Ntificatins reprt, it will nw prmpt fr including canceled assignments r nt when it prmpts fr the date. If canceled assignments are included, the subject f the s will say "Assignment Canceled" instead f "New Assignment". [SD-691] The Staff Payables reprt was mdified with fllwing: [SD-664] 1. A checkbx t suppress the $0 line items was added t the bttm f the Payables Reprt Optins windw in the Details t Print bx. 2. If yu have Print Client Invice Number n Payables Reprt checked in the staff preferences, it will nw print the client invice line item price and amunt next t the client invice number n each line item that is directly related t a client invice line item. 3. It will print the staff persn's name next t their grand ttal. 4. Page numbering was added. A new reprt was added: Staff Staff Pay by Assignment. This prints a summary f the pay given t each staff fr a given pay date by assignment, including the rate type and GL cde suffix n it. [SD-712] A new reprt was added: Staff Staff Usage by Case. This lists all staff with the assignments taken fr a date range srted by case. [SD-716] FINANCIAL The Financial Payment Summary by GL Cde reprt was renamed t GL Cde Summary fr Client Payments. A new reprt was added: Financial GL Cde Summary fr Staff Pay. It will ttal the staff pay per GL cde and per payment type. [SD-704] Acclaim Slaria Release Ntes Page 8 f 10 Versin 5.31

9 CLIENTS If integrating with ServiceLink, it will nw send the Charge n Delivery (C.O.D.) setting t ServiceLink fr any clients r attrneys that have that set. This will shw n the wrksheet rder in ServiceLink. [SD-714] A new tab named Miscellaneus was added t the client maintenance windw with a few new fields added t it: EIN, DUNS and BPA. These fields are used fr Verbatim Hearing Reprting cmpanies. [SD-692] VERBATIM HEARING RECORDING OPTIONS New features were added fr Verbatim Hearing Recrding cmpanies. A new preference was added t Settings Preferences Interfaces tab t tell Slaria that yu Have a Verbatim Hearing Recrding Cmpany. [SD-682, 698] With the abve preference n, yu will see a This is a VHR Cmpany checkbx in the Other Infrmatin sectin fr cmpanies. Turning this n fr a cmpany will display ther features available when that cmpany is the being used: A VHR Inf tab will display n the cmpany details. Here yu can enter the infrmatin/defaults used fr imprting dckets fr that cmpany. Under Reprts Assignments (Dckets), yu will see an ptin t imprt dckets. Under Reprts Clients, yu will see an ptin t exprt VHR invices. ROOM, MEAL AND REPORTER COUNTS ON ASSIGNMENTS A new feature was added t enter the number f rms, meals and reprters needed n assignments s yu can track that yu have the available resurces needed each day. [SD-707] A new preference was added t Settings Preferences Assignment tab t Use Rm, Meal and Reprter Cunts. Yu will als need t set the Reprter Staff Type s it knws which staff are cnsidered reprters in the reprter cunts. A new sectin will then shw n the Assignment Details windw t enter the cunts fr each f these items. Yu can cnfigure the Assignments List windw t include each f these cunts using the cnfigure (cg icn) buttn n the tp-right side f the list. When viewing the Staff Assignments windw, yu will see these listed in the Assignment Infrmatin sectin. Acclaim Slaria Release Ntes Page 9 f 10 Versin 5.31

10 When viewing the calendar, yu will see a ttal f these cunts at the tp f the windw fr all days shwn n the current view. It will als shw a ttal at the tp f each day when viewing the daily, weekly r mnthly view and in the Assignment Infrmatin sectin in the manager view. If a staff persn with the reprter staff type selected in preference has an All Day time ff item n a day, it will ADD 1 t the Reprters Needed cunt fr the day. ISSUES RESOLVED The Depnents clumn f the assignments list windw will nw prperly shw '&' in depnent names. [SD-672] When viewing the assignments list windw with zebra striping turned n, srting n the Clr Cde clumn will maintain shwing the clrs n each assignment. [SD-696] If a staff persn is changed/remved n the service f an assignment and they had already been sent a cnfirmatin, it will remve this histry s that the service shws they had nt been sent the cnfirmatin yet. [SD-711] If staff have changed the name f a depnent r entered a new depnent n the ServiceLink wrksheet, it will cpy the depnent names t Slaria using the crrect rder f first, middle and last names as specified in preferences. [SD-712] When fetching a wrksheet with a deleted wrksheet rder that had already been brught int Slaria, it will n lnger return a SQL errr. [SD-689] Running the Staff Ntificatins reprt t send cnfirmatins with the Exclude Other Services preference turned ff will n lnger return an errr when trying t a cnfirmatin t mre than ne staff persn. [SD-683] When printing client statements in batch (frm the Reprts sectin) fr all cmpanies and a client has invices in mre than ne cmpany, it will n lnger print duplicate statements fr the client. [SD-684] The Client Incme by Assignment reprt will nw print the crrectly. [SD-713] The rate sheet printed frm the Prduct Prices windw will nw print fr different ptins that take the rate types int accunt. [SD-688] Acclaim Slaria Release Ntes Page 10 f 10 Versin 5.31