Release Date: 31st August, 2022

1. Setting user access permissions for retrieving, viewing, and editing reports within the Analytics module is now available.

To facilitate the use of this new feature, permissions for queries and charts must be set up similar to setting up privileges for any entity:

1. Create a Group.
2. Create Privileges for each entity (Query and Chart) for the Group.
3. Add users into the group.

2. To facilitate the need for business grouping, the Business Application Category entity was added to store the various application categories for Business, and the Business License Application Type entity was updated to link the business application category to a license application type.

In the Business Application Category entity (reg_permitapplicationcategory), the attributes are:

• Name – The name of the business application category.
• Name String Resource Key – The name string resource key for the business application category.
• Display Ordinal – The numeric order in which the business application category will be displayed.
• Description – The description for the business application category.
• Description String Resource Key – The description string resource key for the business application category.

In the Business License Application Type entity (reg_permitapplicationtype), the new attribute is:

• Application Category – The lookup to the Business Application Category entity.

Note: Configuration assistance is required.

3. As a legislative requirement, only active statuses will now be displayed on the Public Register.

To facilitate this enhancement, the “Hide from Public Register” radio button (Yes/No/Unset) has been created to determine whether the field values in the following entities will be hidden from the Online Registry:

• Business License Status entity (reg_permitstatus)
• Facility Status entity (reg_facilitystatus)
• Registration Status entity (reg_registrationstatus)

The field values in the designated entity will be hidden when this radio button is set to “Yes,” but they will be visible when “No” or “Unset” are chosen.

Note: Configuration assistance is required.

4. The ability to determine whether an employment record is attached to an individual and/or business license is now possible with the recent overhaul of the Employment functionality.

To facilitate the use of this new feature, a new radio button “Link Employment to Business License” has been added to the Portal Configuration entity. When this radio button is set to “Yes” the applicable business licenses will be available from a dropdown and can be selected when creating an employment record.

• A licensee will also be able to search for a business and select a business license and/or facility that they want to link their employment to.
• A business will also be able to link their staff to one of their business licenses and/or facilities.
• An employment record can also now be linked directly to a registration.

Note: Configuration assistance is required.

5. In the Continuing Education Activity entity (lrn_professionaldevelopmentactivity), the following attributes were added:

• Description – The description of the learning activity.
• Speaker – The name of the speaker or author of the learning activity.
• Learning Objectives – The primary learning objective details.
• Additional Details – The additional details for the learning objectives.

In the Portal Configuration entity (port_site), within the Continuing Education Configuration section, the following radio buttons were added:

• CE Activity Speaker Required (Yes/No/Unset) – This indicates that the “Speaker” field is required for the continuing education activity and will be displayed on the portal when “Yes” is selected.
• CE Activity Description Required (Yes/No/Unset) – This indicates that the “Description” field is required for the continuing education activity and will be displayed on the portal when “Yes” is selected.
• CE Activity Learning Objectives Required (Yes/No/Unset) – This indicates that the “Learning Objectives” field is required for the continuing education activity and will be displayed on the portal when “Yes” is selected.
• CE Activity Additional Description Required (Yes/No/Unset) – This indicates that the “Additional Description” field is required for the continuing education activity and will be displayed on the portal when “Yes” is selected.

Note: Configuration assistance is required.

6. The Employment entity has been modified to merge information from the Staff Listing entity. Additionally, a person with a non-registered license who is not currently in the system can have their license entered manually.

To facilitate the use of this new feature, in the Employment entity (reg_employment), the following attributes were added:

Employment Details section:

• Key Contact – The lookup to the Shareholder entity.
• License Detail – The lookup to the license detail in the Registration Detail entity.

Non-Licensed Staff section:

• First Name – The first name of the staff member.
• Last Name – The last name of the staff member.
• License Type – The type of the license.
• License Number – the license number of the staff member.

Employer section:

• Business License – The lookup to the business license in the Business License entity.
• Facility Location – The lookup to the Facility Location entity.
• Business Facility – The lookup to the business facility in the Facility entity.

Note: Configuration assistance is required.

7. Synchronization Logic has been modified to ensure the address information coming from the Employment Record has a hierarchy. If there is a Facility Location, the address in Facility Location entity will be used, and if that does not exist then the Business address is used, then Employer dropdown, then the address on the employment record.

Hierarchy Structure:

Facility Location > Business > Employer dropdown > Other Employer fields on Employment record.

The synchronization logic has also been updated to handle when an employment record has a registration record connected, since a profile can has multiple employment records connected to different registrations.

The following logic has been applied:

• The address synchronization will only occur on the Public Register record that connects to the same registration record.
• If there is no registration record connected, the address will need to be synchronized with all register records.
• The employment city field on the Public Register record, will have comma separated cities to accommodate the multiple registration locations.

1. When attempting to link a public register alert record to a case, if searching by case number, and the lookup value contains a hyphen, the correct filter results will now be displayed.

2. When a payment authorizer is configured in the Platform System Configuration, and a user attempts to make a payment using a credit card in the Application Portal, after clicking on the Process Payment button, the payment will be successfully processed and the reported “Credit Card is declined” error will no longer appear.

3. Text fields defined as “read-only” in the Platform have been adjusted to remain noneditable.

4. When a keyword is used in elastic search queries, the query will now return the correct search results, regardless of the type of the target data field.

1. Add business license application type grouping: Business license application type grouping is now possible with the creation of the Business Application Category entity, which allows assigning the display order of application type categories.

Note: Configuration assistance is required.

2. Application with no license issued: Application types that do not have a registration class configured and that do not require a license record to be created can now be processed. Examples are “Applications for exams” and “qualification confirmation applications”.

3. CE Custom fields needed: The following new custom fields were added to the

Continuing Education page:

• Speaker / Author – The name of the speaker or author of the learning activity.
• Description – The description of the learning activity.
• Learning Objectives – The primary learning objective details.
• Additional Details – The additional details for the learning objectives.

4. Add ‘Other’ to CE Activity Provider list: In order to accommodate a large number of potential CE Providers, the process for entering continuing education (CE) credits has been modified. The process will now allow entering other continuing education activity types.

Now when a licensee or applicant is registering to do continuing education, they will provide the following information:

• CE Category – Select the CE category from a dropdown.
• Activity Provider – Enter the CE activity provider into a text field.
• Activity Type – Select the CE Activity Type from a dropdown. If “Other” is the selected activity type, then an activity type must be entered in the Other Activity Type text field.
• Other Activity Type – Enter the other activity type in the text field.
• Date of Completion – Enter the date of completion or select the date from the calendar.
• Number of Hours – Enter the number of hours for the activity in the text field.

5. The ‘Cybersource’ payment processor integration has been completed to support when applicants or Licensees are making payments online.

To facilitate the use of this payment processor a “Cybersource” record was created in the Payment Configuration (pay_paymentconfiguration) entity.

Note: Configuration assistance is required.

6. Multiple License # Generation for the same License/Permit Type in Business Licensing Portal: Whenever a business applies and gets approved for a new “Permit to Develop Abstract Plant” license, a new license number will now be automatically generated.

To facilitate the use of this functionality, a custom process type has been created on the ThentiaCloud portal called ‘License Permit Application’. The License Permit Application is found on the left navigation menu and will prompt for the type of permit to apply for (i.e., Permit to Develop Abstract Plant). Then prompt for the existing business permit it should be attached to. Next, the approval of this application will create a new License Permit (cust_permit) entity (not the Business License (reg_permit) entity) record with a new permit number that is attached to the selected business permit.

Custom Process – Type Select Standard Page and Steps Per Type/Subtype:
This custom process type functionality supports adding additional permits, certificates, authorizations, etc. to an existing business license depending on the client’s needs.

When a custom process supports selecting a sub-type (i.e., types of a business application), there will be a standard page that is used for selecting the specific type of custom process being applied for. Additional configuration parameters will be added to the custom process’ parent type metadata that is used on this new standard page. The steps (custom pages) included in a custom process workflow can also change depending on the type selected. If the selected type does not have any steps associated with it, then it will use the steps from the parent custom process type, if any.

7. Azure Active Directory B2C integration has been implemented for portal users to manage identities within Thentia Cloud for all Portal Users. Portal users could include the general public, applicants, licensees, or business owners.

Login access to Azure is enabled and disabled through the Portal Authentication (port_portalauthentication) entity. Login access is available to the Application, Licensee, Business Licensing, School, and Inspection portals. Azure login access to the Complaint portal completed in Sprint 7.

Here are some rules that apply for login via Azure and when logged in:

• Application Portal – Any user can sign up and then sign in.
• Licensee Portal – A user needs to have at least one registration to sign in.
• Business Licensing Portal – Any user can sign up and then sign in.In the Business Licensing Portal, a logged in user (or an authorized representative for the same business) who has privileges to login into the portal can add a user account. Adding a new user account will create a login account in Azure and the newly added user can then click on “Forgot Password” and log in to the Business Licensing Portal for the first time.
• School Portal – A user needs to be a school user to sign in.In the School Portal, a logged in user (school user) can add a school account (or school user for the same school) who has privileges to login into the portal. Adding a new user account will create a login account in Azure and the newly added user can then click on “Forgot Password” and log in to the School Portal for the first time.
• Inspection Portal – A user needs to be an “active” inspector with a registration that has an applicable status and registration class to be able to sign in.

Note: Configuration assistance is required.

8. The “Additional Information” and “License Status” columns have been added to the License History table on the Public Register, as per the client’s request.

9. Display Employment Type on Public Register: In the Place of Practice or Employment section of the Public Register, the Employment Type column can now be optionally displayed or hidden.

Note: Configuration assistance is required.

10. Show affiliated businesses based off Staff Listings on the Public Register: When searching for an Individual’s License, the Businesses where the individual is listed as a staff member will now display on the Public Register.

11. Employment Overhaul / Link Employment to Business License: The Employment overhaul has been completed. “Employment History” from the Application/Licensee Portals and the “Staff Listing” from the Business Licensing portal have been combined and will now be managed through the Employment entity. With this new functionality, an individual licensee can now manage their employment with a registered business, and vice versa.

To facilitate the use of this new feature:

• The “Link Employment to Business License” radio button (Yes/No/Unset) has been added to the Portal Configuration.
  • Select “Yes” to make the applicable business licenses available from a dropdown when creating an employment record. A licensee will be able to search for a business and select a business license and/or facility that they want to link their employment to. A business will also be able to link their staff to one of their business licenses and/or facilities. An employment record can also now be linked directly to a registration.
  • Select “No” and the business licenses will not be available from a dropdown when creating an employment record.
• The Public Register has been updated to allow the user to easily navigate to the business, facility, or licensee profile that is connected to an employment. For example, if you are viewing a licensee’s profile and they have an employment record that is linked to a business license, you will be able to select ‘View Business’, and vice versa. Note that the option to view a profile will only be shown if the linked business, facility, or licensee can be searched on in the Public Register.Note: The existing forms for all processes have not been altered, meaning input fields will not be consistent between the Application/Service portal and the Business portal. Future enhancements will fix this inconsistency within the Employment functionality.

Note: Configuration assistance is required.

12. The full college name has been embedded in the URL for the Thentia Cloud platform.

13. Link Employment to Business License Configuration: As a part of using the Employment entity for both individual registrations and businesses, a new radio button “Link Employment to Business License” has been added to the Portal Configuration entity. This radio button will determine whether an employment record will be attached to a business license. When this is set to “Yes”, applicable business licenses will be available from a dropdown to be selected when creating an employment record.

Note: Configuration assistance is required.

14. As per legislative requirement, the Online Registry will now only display active business license, facility, and individual registration statuses.

15. There is now a configurable Public Register Profile page. The custom register profile layout feature accommodates the selection of any non-system data stored in the subject entity, as well as its immediate children, and displays that data on the Public Register Profile page.

Note: Configuration assistance is required.

16. Add configurable/optional Public Fields in Personal Information section on Public Register details page: Contact information, such as Phone Number and E-mail Address, can now be optionally displayed or hidden in the Profile information on the Public Register.

To facilitate the use of this functionality, in the Public Register Configuration section of the Portal Configuration (port_site) entity, the following contact information can be displayed or hidden:

• Display Phone Number on Public Register (Yes/No/Unset) – When “Yes” is selected, the Phone Number is displayed in the licensee’s profile information. The Phone Number is not displayed when “No” is selected.
• Display E-Mail on Public Register (Yes/No/Unset) – When “Yes” is selected, the E-mail Address is displayed in the licensee’s profile information. The E-mail Address is not displayed when “No” is selected.

Note: Configuration assistance is required.

1. When an applicant for provisional licensure starts the application process, they will now be able to see the Board Approved Supervisor (Preceptors) in the list of application steps.

2. During a two-step application process, after paying the application fee and then paying the registration fee when the submitted application is approved, the application Decision Date will now be automatically populated.

3. Two fixes were made, one in the custom code for the individual application process and the other in the backend:

• The portal code has been fixed to no longer reference the field “reg_submittedemailtemplateid” which does not exist.
• The custom code used in the Individual application approval process will now always use the e-mail template that is specified in the Application Type record and when there is no e-mail template specified, the generic e-mail template “onlineservice.application.approved” will be used.

4. When a license is renewed, the Effective Date will now be calculated as the Expiry Date plus one day, instead of the Expiry Date.

5. When making a credit card payment for an application or license on the Payment page, if the wrong credit card information or an invalid expiry date is entered and the Process Payment button is clicked, an appropriate error message related to wrong/invalid information will now display.

6. All application steps, including the custom pages, in the Early Childhood Program (ECP), school, or restaurant application process, are now properly loaded and the correct step numbers are also displayed.

7. To be consistent with other portals, the Business Licensing portal has been modified to display the social security number (SSN) with the last four digits based on the Platform’s Portal Configuration. In the Personal Information Configuration section when the “SSN Required” radio button (Yes/No/Unset) is set to “Yes” the Social Security Number (SSN) field is required and will be displayed in the Personal Information page on the portal. Also, the last four digits of the SSN number will be displayed once the “Capture only last 4 SSN digits” radio button (Yes/No/Unset) is set to “Yes”.

8. When Portal Navigation is enabled and there is a Portal Navigation Item linked to a new portal page (e.g., Business Information page), the new portal page will now be displayed when accessed.

9. The following issues have been resolved:

• Unable to add personal information to business application: When attempting to add a custom page that links to a profile record within the business application, the personal information in the profile record will now be automatically populated in the business application.
• Defining 2 HTML pageSection items within the same metadata does not function correctly: When there are two html items controlled by separate radio fields for show and hide logic on a custom page, each html item will now be correctly controlled by its designated radio field.
• Unable to use item type “county” in custom page nor use “reg_county” as data source as an alternative: To facilitate entering the county in address information, the County lookup attribute has been changed from a dropdown to a text field in the address/location related sections of the Platform’s Profile, Business, Business Address Change, Facility Location and School entities.

10. On a custom page, when the same field with different field label names is grouped into different sections, the field will now remain enabled.

11. For Custom Pages, the text on the parent Record lookups will now always be correct when displayed in the main or connection views.

12. The offline payment method is now considered when determining the renewal status. When paying by third party/bulk payment method, the renewal status will be set to submitted.

Also, the “Paid By Offline Payment Method” has been added to the Renewal – Submission Details field to assist staff members with identifying why a renewal was marked as submitted.

13. Searching for a License Status or License Type in the public registry will now display the correct records in the search results.

14. The following items have been fixed:

• In the search results, when using the French locale, the word “all” will now be correctly translated and display as “tout”.
• On the Business Register View Details page, Business License Type / Status are now correctly translated in the designated locale.
• On the Facility Register View Details page, Facility Type / Status are now correctly translated in the designated locale.

15. When searching for an employment record on the public registry, the search results and the View Details page will now display the record with the correct City in the address information.

To facilitate this solution:

• When the “User Employer List” is set to “Yes” and the employment record has an Employment Type equal to “Not Other”, the search results and employment section on the View Details page will now be populated based on the Employer’s data.
• When the “User Employer List” is set to “Yes” and the employment record has an Employment Type equal to “Other”, the search results and employment section on the View Details page will now be populated based on the Employer’s Other data.
• When the “User Employer List” is set to “No”, the search results and employment section on the View Details page will now be populated based on the Employer’s Other data.

16. In the “All Queue Items” grid, the “Queue Type” column will now be populated with the queue items generated from renewal submissions.

17. When adding a school account and the school user is approved (Approved = “Yes”) as the administrator (Is Administrator = “Yes”), a confirmation email will now be automatically sent to the school user.