2021-05-24 MA-ATR Release Notes

Owned by Tracy Archuleta
May 24, 2021
3 min read

Release Detail:

Users with Coordinator and/or Oversight role can reactivate a client’s enrollment, as long as the enrollment budget is still open (meaning that the enrollment dates are still within the timely file restrictions). By clicking Reactivate, users can set a new disenrollment date, as well as edit other info, if needed. This will set any associated referrals that had been terminated by disenrollment to “Active” status.

If a CBI referral is terminated by the auto-terminate process, or by disenrollment, the client will not be removed from any associated CBI sessions. If a CBI referral is manually terminated, the client will only be removed from a CBI session if they have not yet billed for tuition or recorded any attendance hours.

Sorting, filtering and search functionality has been added on the Approved Courses (now called Course Catalog) as well as the Course Sessions page:

The Approved Courses page is now called Course Catalog. A location drop-down has been added, allowing a user to select one or more locations to filter by. This list will be populated based on the locations of sessions that the user has access to. Users can also filter this list with text. Finally, users can sort the list in ascending or descending order by Name, Tuition, or Sessions. The Sort By selection will remain even if a user logs out and logs in.

A similar “Sort by” selection has also been added to the Course Sessions page. Users can sort the list of sessions in ascending or descending order by Start Date, End Date, amount of Participants, and whether or not the session contains one or more clients that are Eligible for Billing. The Sort By selection will remain even if a user logs out and logs in.

Additionally, users can filter the list of sessions by Time Period: Past, Current, or Future. Past is defined as any session with the end date before the present day. Future is defined as any session with the start date after the present day. Current is defined as any session with a start date up to and including the present day, and an end date from the present day onward.

Finally, users can also filter the Course Sessions list with text using the “Enter search text” box on the left of the below screenshot.

Client Date of Birth has been added to the list of Checks in the Checks module. The Date of Birth will also be listed with the Client’s other information in the “View in dialog” and “Print check details” popup windows.