Summary
of Issue |
What's Happening |
Impact |
DISABLE
Commissions integration |
New Commissions system
integration temporarily disabled. |
No impact for current users. |
Workflow
Progression Tracking Bubble Styling |
Display change for program
succession to make tracking progress simpler from a visual perspective. |
Users will see checkmarks to
denote the completion of steps in their program progression. |
Add
history of document reviews |
UI change to record and display
document review history. |
No impact for current users. |
Prevent
writing codes from being reused even if currently unassigned |
Monitor new writing codes being
set and ensure they are not able to be re-used. Only applies to new ones |
Prevents future agents from
receiving duplicate writing codes. |
Hide
passwords in application settings |
Application setting update to
make sure passwords are hidden in ADMIN |
Admin users will see hidden
passwords rather than actual clear text. |
Display
NPN Number When Viewing As Agent |
Impersonate agent as service
manager and plan manager - verify that top line with name also has NPN |
Plan managers will see Agent NPN
when using the 'Impersonate' feature |
Doc
Review Denial Reason Addition |
Ensure new denial reason
"Illegible Document" is available when performing document review |
No impact for current users. |
Agent
Account Profile for Agency Principal -
Update text for "Principal for an Agency?" |
Log in as an agent that is not
currently a principal for an agency, go to Profile and ensure the text is
updated as specified |
Agents will see updated prompt
message for Agency Principle registry. |
Sort
Document Types by Upload (Create) Date Ascending Order for Plan Admin and
Convey Admin Dashboards |
Documents in Document Review are
now be ordered by Upload Date Ascending (oldest first) |
No impact for current users. |
Add
Logging for Freezing/Unfreezing Programs |
View enrollments as a plan
manager or service manager, clicking on the Status column value should
display Enrollment History. Only applies to changes moving forward. You may
also stop/start the enrollments to test that it is populated |
History log accessible for Plan
and Service Manager users for frozen and unfrozen programs. |
Track
Change History of User Permission Roles |
Make changes to a plan manager
role (such as permissions), save, then open and click "Toggle User Role
History" |
History of role and permission
changes to users accessible at Plan Manager level. |
Termination
Validation for Active Appointments |
Updates to warning messages
displayed for the termination of appointments |
New warning messages display
with new options for appointment termination. |
Profile
Password Autofill Issues |
Go to profile to change password
and ensure that it is not autofilled |
No noticeable impact for current
users. |
Program
Enrollments, Training - Change to Descending Order by Default |
Program enrollments and training
are now in descending order from enrolled date |
Visible change in the order of
programs and training as displayed in list format. |
Add
second Reference ID field to Group setup and add to reporting |
Verify new field is available in
group setup and reporting |
No impact for current users. |
Sometimes
when freezing workflows, receive message "Unable to pause the
workflow" |
Ensure freezing workflows
returns message of request being processed rather than error message even if
status is not updated right away |
No impact for current users. |
Track
pending group change even when bypassing group change request |
Update job execution logic to
check if [PendingChangeGroupId] matches the new group for the job
executing |
Agents will no longer
accidentally end up with multiple group affiliations for the same plan. |