2021-04-29 MA-ATR Release Notes

Owned by Tracy Archuleta
May 06, 2021
3 min read

Release Summary:

  1. The CBI module now provides enhanced flexibility when editing the start and end dates of CBI sessions.

  2. When a referral for a CBI session is terminated, the client will no longer be automatically marked as Incomplete in their CBI session.

  3. The CBI Pending Registration page will now display additional information about clients pending registration.

  4. The CBI Pending Registration page now provides the ability to filter the list of clients pending registration by available CBI Courses, as well as a Search feature.

  5. A note has been added to each page of an assessment to indicate that any field with a * next to it denotes a required field. Additionally, fields with multiple available selections have also had a message added to indicate if a selection is required.

  6. On all assessments, the “Complete” button’s visual behavior has been improved for clarity. The “Complete” button will be displayed at all times but is only available to be clicked when all required fields in the assessment have been filled in.

Release Detail:

The CBI module has been enhanced to allow Vendors the ability to edit the start and end dates of CBI sessions, even if the session has started and/or participants have been enrolled. The session dates cannot be changed in a way that would exclude any date from the session that already has attendance hours recorded for any participant.

Click the pencil icon to bring up the Edit Session Details window.

Hovering over the small icon indicated by the arrow below will provide more information about valid dates for selection, if a situation exists that will prevent choosing certain dates. Type in a date or use the calendar picker to select a valid start/end date to change for the session.

 

When a referral for a CBI session is terminated, the client will no longer be automatically marked as Incomplete in the corresponding CBI session. They can then manually be marked as Incomplete or Complete later on.

The CBI Pending Registration page has been enhanced to show more information about clients pending registration. This page will include information about the client such as Client ID and contact information. It will also include the Course name, Course Start and End dates, and contact information about the Coordinator.

Clicking “Filter” will bring up the option to filter this list by custom text search, as well as by a list of any Course with an active pending registration.

A user with Vendor role at the referred-to location has the ability to both Assign the client to a Session, as well as Terminate the referral from this screen, if desired.

Clicking Assign will display a drop-down of available sessions. After selecting a session, click Refresh next to the Filter button to confirm the client’s registration and remove the record from the pending registration screen. Additionally, navigating away from this page will save the change and the client will be successfully registered in the session.

Clicking Terminate will display a drop-down of possible reasons. Select a reason and click Confirm to Terminate the referral. This will remove the record from the pending registration screen.