Release Date: 20th April, 2022

1. The following new standard reports have been added in the Analytics module:

• Count of Licensees by Type with Total
• Count of Licensees by Type and Status
• Count of Licensees by State/Province and City
• Count of Licensees by Type and Location
• Count of Registrations by Type and Period (based on initial registration date)
• Count of Registrations by Year and Type (for the last 10 years)
• Count of Applications by Type and Submission Date
• Count of Applications received Per Year and Type (for the last 10 years)
• Counts of Open Application by Type and Period
• Count of denied applications in the Past One Year
• Total Payment Amounts received by Period
• Total Payment Amounts by Invoice Item by Period
• Total Amounts Owing by Invoice Item by Period
• Count of Cases by Category
• Count of Cases received by License Type
• Counts of Complaints per Licensee
• Counts of Licensees by Case Status
• Licensees with Multiple Cases in Same Category
• Counts of Complaints by Age of Licensee
• Counts of Complaints by Years in a Profession (based on initial registration date)
• Counts of Complaints by Licensee Gender
• Counts of Cases referred for Disciplinary Action
• License Counts by Age
• Financial Report (Week, Month, Quarter, Year)
• Communication Report
• Expiring Licenses Report
• Expiring Background Checks Report
• Expiring Certifications Report

2. Click on any report in the Interactive Query section to open the record. Table names and field names will now be displayed as auto-suggestions while typing for a user modifying the report. This will allow the user to make changes to the report faster and with ease.

3. In the Portal Configuration section, click on any record to open it and select the Place Of Practice Configuration on the left navigation menu. A new Hide Places Of Practice On Public Register option has been added to this entity. The option selected will determine whether the places of practice table will be displayed in the Public Register Profile.

4. In the Configuration module, the following new entities have been added under the Facilities Configuration section:

• Facility Types
• Facility Application Types
• Facility Statuses
• Facility Renewal Statuses
• Facility Application Fee
• Facility Renewal Fee

Also, in the Configuration module, the following entities have been added under the Inspection Configuration module:

• Inspection Controls
• Inspection Categories
• Inspection Checklist Fees

In the Register module, the following entities have been added under the Facilities section:

• Facilities
• Facility Applications
• Facility Locations
• Facility Renewals
• Facility Inspections

These entities will collectively provide the functionality for facility registration, facility licensing, and facility inspection.

In the Workflow section, corresponding forms for Facility and Inspection have also been created in the back-end.

5. In the Custom Page Processes section, click on any record and select the Applicable Process option in the left navigation panel to view the following 2 newly added fields:

• Facility Application Type
• Facility Type

6. In the Registration Classes section, click on any record to open it. The License Number / Manager field has been added under License Controls. Also, under String Messages, the License Auto-number field has been Deprecated.

In the Business License Classes section, click on any record to open it. The License Number / Manager field has been added under Business License Class. Also, under Renewal Schedule, the License Auto-number field has been Deprecated.

7. In the Inspection Configuration section, a new entity called Inspection Category and Inspector has been created. When a non-licensee inspector is added to the platform, this new form will allow the admin to specify the inspection categories the new inspector can work on. The Inspector Portal (in Thentia Cloud Portals) will display the appropriate category of inspections based on this configuration.

8. In the Plan Periods section, click on any record to open it. The Rolling Program Period Length (months) field has now been added under Program Details for every record.

9. In the Continuing Education – Programs section, click on a record to open it. The Proration Period (months) field has now been added to this entity. This field will decide the period of proration that a client prefers. For example, proration occurs monthly or every six months.

In the Continuing Education – Plans section, click on a record to open it. The Required Minimum Prorated Units field has now been added to this entity.

10. In the Files & Activities section under every record, a new Activities form has been added which allows users to add phone number, e-mail address, fax number, tasks or notes to any record.

11. In the Forms section, search for the Payment Transaction entity and open it. A new field called Automation Invoice ID has been added to this entity.

12. In the Files section under every record, after clicking on the Upload File button in the toolbar, files can now be uploaded collectively instead of one by one.

1. Changes in the employment record were previously not syncing with the public register record. This syncing issue has now been resolved.

2. In the Dynamo API, both date and time could be saved as an entry in a date-only field. For example, the Date Of Birth field in the Individual Registration Profiles in the Register. This issue has now been resolved and a date-only field (like Date Of Birth) will only accept a date as an entry now.

3. The entry made in the Time Zone field in System User Details form was not being saved correctly. This issue has now been resolved.

4. In the Professional Development Period entity, if 2 programs have the same Registration Class, the class with no Registration Status will take priority over the class with a Registration Status.

1. The new Number Managers entity created in the Platform Workflow module will help in the generation of sequential numbers for different records in the Portal. For example, invoice number, inspection number, business application number, business license number, etc. in the Thentia Cloud Portal.

2. A new Facility module has been created in the Business Licensing Portal which will allow the user to submit facility applications and facility renewals. Business users will be able to print facility certificates from the Business Licensing Portal.

An Inspection module has also been created in the Business Licensing Portal. This module will allow business owners to view past inspections and pay for inspection fees. Automated invoices will be created based on inspection type and result. Since inspectors can be licensees of the board, they will be able to use the Inspector Portal. Also, inspections can now be customized into types. This means that a specific type of inspector can only inspect a business or facility of the corresponding type.

This new functionality will ensure that inspections can occur on both a business and facility level. These inspections need to be passed for license creation or renewals.

3. In the Continuing Education section, sometimes a license is approved after the CE period Start Date for fixed CE Periods. For this scenario, a new functionality has been implemented to allow proration of Minimum Required Hours and Minimum Units Allowed and Maximum Units Required required for each Category.

4. In the Continuing Education section, CE Period can now be configured as multiple rolling License Period. This means that while the license must be renewed same time every year (e.g., on 10^th March in 2022, 2023, 2024….), the CE Period can now be renewed the same every 2 to 3 years etc. (e.g., 10^th March in 2022, 2024, 2026….).

5. When an application is submitted, there is an existing functionality in the portal which captures a screenshot of every page submitted for an application and stores it in the Platform for verification purposes. The new functionality added in this development cycle will also create a PDF of all the captured screenshots and attach it to the application record. This PDF can be downloaded clicking on the Download PDF button after completing the application in the portal.

6. The operation of syncing the online public register records between the platform and the portal has now been moved from the portal server to the platform server. This will help speed up the process of syncing these records.

1. In the Invoices and Receipts section, after an invoice is paid, the payment method (effiName) for the transaction was saving as Visa in the platform regardless of the payment type used. Also, the name of the record (tc_name) was not being populated in the platform. These issues have now been resolved.

2. In the Certificate and Pocket Card section under Profile, after downloading the certificate, the certificate Issued date was 1 day off than the Initial Registration Date displayed in the platform. This issue has now been resolved and the correct date will be displayed.

3. In the licensee’s profile page, a Street column has been added to the Place Of Practice table to display the street address all the locations mentioned in the table.