Release Date: 14th December, 2022

1. Display Staff Listing on the search results of the business register: The ability to display/identify a licensed General Pharmacist who will perform as a Managing Pharmacist is now possible in the Business Public Register search results.

To accommodate this requirement, the managing pharmacist (Manager) must be entered in the Business Public Register Record (reg_businesspublicregisterrecord) entity in order for the manager to be displayed in the search results of a pharmaceutical business record whenever using the “Firm/Business” search functionality in the Public Registry.

Note: Configuration assistance is required.

2. Workbench Form Editor: When adding columns to a view with a sort order in the form editor, the sort order will now be reset after the column is added to prevent multiple fields from being sorted.

3. Delete field, add confirmation dialog box: In the Workflow module form designer, there is now extra space between the Edit button and the Delete button. This was done to prevent accidentally clicking on the Delete button. Also, a confirmation message prompt will now display after clicking on the Delete button to ensure the user acknowledges that they want to proceed with the delete action.

4. Product feature – Workbench access with temporary password: Emails with a temporary password that are sent to the system user newly added to Thentia Cloud will now include the client’s name or the person who added the new system user.

5. Entity and field creation – attestation e-signature: The request to enable e-signature collection on Attestation pages has been completed. For each attestation question, there is now an e-signature collection option in the Application Portal, Business Licensing, and Licensee Portal. If enabled, the e-signature will be required for that attestation.

To facilitate the use of this new feature, new attributes have been added to the existing entities listed below:

Custom Process Attestation Question entity (port_customprocessattestationquestion):

• Require e-Signature (Yes/No/Unset) – This indicates if an e-signature is required for this custom process attestation question in the portal. When set to “Yes” an e-signature is required. When set to “No” or “Unset” an e-signature is not required.

Attestation entity (reg_attestation)

• Require e-Signature (Yes/No/Unset) – This indicates if an e-signature is required for this attestation in the portal. When set to “Yes” an e-signature is required. When set to “No” or “Unset” an e-signature is not required.

Authorization Attestation (reg_authorizationattestation)

• Require e-Signature (Yes/No/Unset) – This indicates if an e-signature is required for this authorization attestation. When set to “Yes” an e-signature is required. When set to “No” or “Unset” an e-signature is not required.

Business License Attestation entity (reg_permitattestation)

• Require e-Signature (Yes/No/Unset) – This indicates if an e-signature is required for this business license attestation. When set to “Yes” an e-signature is required. When set to “No” or “Unset” an e-signature is not required.

Note: Configuration assistance is required.

6. Entity Creation Request for CE Authorization: The request has been completed to have the ability to configure the continuing education (CE) program period for Authorization Classes.

To facilitate the use of this new feature, the Authorization CE Program entity (lrn_authorizationceprogram) has been created. This entity is used to identify the applicable CE Program Period for a license with authorization in the portals.

The attributes are:

• Name – The name of the authorization continuing education (CE) program.
• Active (Yes / No / Unset) – This indicates that this is an active record when set to “Yes”. It is not active when set to “No” or “Unset”.
• CE Program – The lookup to the CE Program Period entity.
• Authorization Class – The lookup to the Authorization Class entity.

Note: Configuration assistance is required.

7. Entity Creation Request for CE Exemption Feature: The CE Program specifies the total number of credits that are required to be submitted in the CE plan. Under a CE program, CE program categories can be configured to have their own minimum or maximum credits, and the user must submit the number of hours under those categories for a plan.

In this release, the CE Exemption feature has been modified to allow the user to be exempt from some or all total required hours in a plan and/or in the associated categories.

To facilitate the use of this new feature, the following rules apply, along with the added entities and modified entities:

• Exemption conditions can be configured in the Workbench using the CE Exemption Condition entity. The exemptions selected or submitted by the user (in the form of a check box from the portal) will be stored in the CE Exemption entity.
• Exemptions can be configured for a specific CE period, and therefore the exemption will be available to all CE plans under that CE period.
• CE program Categories can be configured for a specific exemption and once the user selects a particular exemption in the portal, the required hours for a plan and categories under the exemptions will be shown to the user and determine the next steps in the process.

Entities Added
CE Exemption Condition entity (lrn_exemptioncondition)

• CE Program – The lookup to the Continuing Education Program entity. This will associate the exemption with the Continuing Education (CE) program period.
• Name – The name of the CE exemption condition.
• Name String Resource – The name string resource key for this CE exemption condition.
• Display Ordinal – The number that indicates the display order of this CE exemption condition.
• Minimum Units Required – The minimum number of credits (units) required for a plan under exemption.
• Description – The description of the exemption question or statement.
• Description String Resource – The string resource key for the description of the exemption question or statement.
• Supporting Documentation Required (Yes/No/Unset) – This indicates if supporting documents are required for this CE exemption condition. When set to “Yes” supporting documents are required. When set to “No” or “Unset” supporting documents are not required.
• Active (Yes/No/Unset) – This indicates if this CE Exemption Condition is active. It is active when set to “Yes” and not active when set to “No” or “Unset”.

CE Exemption entity (lrn_ceexemption)

• Name – The name of the CE exemption.
• Profile – The lookup to the Profile entity.
• Registration – The lookup to the Registration Detail entity. This is the registration of the user associated with the CE plan.
• CE plan – The lookup to Continuing Education Plan entity. This is the CE plan for which the exemption is being submitted by the user.
• Submitted Date – The date when the exemption was submitted.
• Status – The lookup to CE Exemption Status entity.
• Exemption Condition – The lookup to the CE Exemption entity.
• Exemption Condition Text – The exemption question or description text.
• Exemption Condition Answer (Yes/No/Unset) – This indicates the answer selected by user. When set to “Yes” the exemption condition answer is required. The exemption condition answer is not required when set to “No” or “Unset”.

CE Exemption Status entity (lrn_exemptionstatus)

• Name – The name of the continuing education (CE) exemption status.

Modified Entities

CE Program Category entity (lrn_professionaldevelopmentprogramcategory)

• CE Program – The lookup to the Continuing Education Program entity. This field already existed and is not required, so the “Required” checkbox should be unchecked in the form’s metadata. The reason for this is that the CE program category can be a part of the Exemption Condition only.
• Exemption Condition – The lookup to the CE Exemption Condition entity. This links the CE program category to an exemption.

Note: Configuration assistance is required.

8. Add attribute for session expiration: The request to add a Session Expiration (Minutes) attribute to the Portal Configuration entity has been completed. After entering the Session Expiration in minutes, for any active portal session that has been inactive for that length of time, a message prompt with the number of seconds left before the session ends will be displayed, along with a Continue button:

• Clicking the Continue button will reset the timer.
• Otherwise, not clicking the Continue button will result in the portal session ending and the user being logged out from the portal.

Note: Configuration assistance is required.

1. When viewing the Invoice Preview page, if a profile does not have information for the Address Line 2, “null” or no details will be displayed for Address Line 2 in the portal.

2. The request has been completed to change the icon of the “Clear All” (vacuum cleaner) button located at the bottom right of various “All Items” tables in the Platform. The “Clear All” (vacuum cleaner) button is now displayed as the “Clear Tabs” button with no icon.

3. When viewing the Invoice Preview page, if a profile does not have information for the Address Line 2, “null” or no details will be displayed for Address Line 2 in the portal.

The request has been completed to change the icon of the “Clear All” (vacuum cleaner) button located at the bottom right of various “All Items” tables in the Platform. The “Clear All” (vacuum cleaner) button is now displayed as the “Clear Tabs” button with no icon.

The table widget (Table Wizard) formatting functionality has been modified to support the following table properties:

• Head – The table header.
• Border-style – The style of the border (dotted, dashed lines, etc.).
• Text-align – The text alignment in the cells (centered, left, right).
• Cell spacing – The space between the border of a table cell and its contents.
• Cell padding – The space between table cells.

So, for an entity with a text box field, you can now create a table using the Table Widget and format the table with these new options listed above.

Also, a scrollbar has been added to the table widget to allow scrolling through records.

4. The formatting of dialogue boxes has been modified in the platform to remove any extra white space before and after statements.

5. Privilege groups security has been modified to ensure the connections in entities will always be restored to properly facilitate configuration. The “All Privileges” default view consists of the following information:

• Group
• Entity
• Read Access
• Write Access
• Delete Access

6. When using Azure AD, the system user’s login details, and login access will remain active in the Thentia Cloud Workbench when setup to be active.

1. Registration/License Number to be included in the Application Approval email: The client request has been completed to include the registration or license number in the email notification that is sent to the applicant once the application for license is approved.

2. Portal Session – Timeout Warning & Extend: When using the portals, the active portal session expiration or time out feature will now display a warning message after a certain number of minutes of inactivity. The warning message will include the time remaining in the session before it ends, along with a Continue button. Clicking the Continue button will reset the timer and the user can continue working in the portal. The active portal session will end once the Continue button is not clicked.

For example, if the Session Expiration is set to 30 minutes, the user will see an alert before 30 minutes (120 secs – 30 secs (buffer) time) of inactivity.

3. Functionality to support e-signature: As per a client’s request, for specific Attestations the ability for the applicant/licensee to be prompted to enter an e-signature is now possible.

The e-signature functionality has been added for attestations in the following locations:

• Application Portal – Application process
• Service portal – Renewal process
• Service portal – Authorization process
• Service portal – Custom process
• Business portal – Business license application process
• Business portal – Business license renewal process
• Business portal – Custom process

Note: Configuration assistance is required. This is linked to Platform item “Entity and field creation – attestation e-signature”.

4. Shared CE Plan by 2 or more Licenses:  There is a special CE combination for a licensee where the licensee can have two related licenses. In this case only one CE period is required. This requirement has been completed.

To facilitate this requirement, the following rules apply:

• Exemptions can be applied on Renewal, Reinstatement and Stand-Alone CE pages.
• The user can select only one exemption at a time.
• If an exemption is selected by the user, the auto approval of the renewal will not occur.
• Exemptions can be modified by the user until the plan is not submitted.

Note: Configuration assistance is required. This is linked to the platform item
“Entity Creation Request for CE Exemption Feature”.

5. CE Summary Table: The request to have the “Carry Over credits from Prev. CE Period” column added to the CE Summary table in the portal has been completed.

To facilitate the use of this new feature, the “Allow Carryover Units” (Yes/No/Unset) radio button must be set to “Yes” in the Continuing Education Program entity.

Note: Configuration assistance is required.

6. Custom Page – Make dashboard configurable on Licensee Portal:

The ability to have a configurable Licensee Portal home page has been completed. This new feature will allow adding the mailing address under “Your Information” on the portal home page. Additionally, a message “Alert” will now appear to users if a regulator’s administrator rejects a licensee’s License, tax issue, etc.

To facilitate the use of this functionality, a dashboard custom page record must be created in the Portal Page entity and its “Unique Identifier” field filled with the custom dashboard’s unique identifier.

Note: Configuration assistance is required.

7. Custom Page – Metadata Item – Combo Box – Dynamic Filtering: Dynamic filtering has been implemented for Custom pages to dynamically re-query a data source for more data based on the filter.

8. Make the footer section of webpage configurable: The request to have the ability to customize the footer section of the portal landing page is completed.

To facilitate the use of this functionality, the String Resource entity (port_stringresource), has a new text field:

• Value – Enter the details for the footer section of the portal page here using custom HTML string resources. For example, you can add the website information, telephone numbers, fax, etc. If a value is not specified, then the current layout of the footer section will be the default.

Note: Configuration assistance is required.

9. Display Staff Listing on the search results of the business register: In the Public Register, when doing a search for a business / firm, the Staff Listing will now be available in the search results. This new feature is useful for identifying a licensed General Pharmacist who will perform as a Managing Pharmacist and is submitting an application for Business Licensure.

Note: Configuration assistance is required. This is linked to Platform item “Display Staff Listing on the search results of the business register”.

10. Responsiveness of Public Register Search Page: On the Public Register Search page, the View button is no longer being cropped and is now displaying properly when there are more than 12 columns. The page has been optimized and is now more responsive to accommodate the view.

11. Continuing Education for Authorizations: There is now the ability to track continuing education (CE) requirements for authorizations that are issued to an individual.

For example, education requirements are different if the Licensee has a particular certificate versus if they do not:

• If License A has no Authorizations, then the CE units are 20, which is based on the Registration Class A.
• If License A has one Authorization, then the units are 99 and when there are two Authorizations, the units will be 88 based on configuration.
• If the License expiry date is greater than or equal to (>=) the Authorization end dates, then the CE Plan will be updated, otherwise it will remain the same.

Note: Configuration assistance is required. This is linked to Platform item “Entity Creation Request for CE Authorization”.

12. Parent ticket – Employer Pay: The ability to allow businesses (or entities) to pay for invoices of associated individual licensees is now possible.

Rules for this new feature:

• The employer pay feature is enabled/disabled through the Platform configuration.
• Individual licensees will always initiate a payment request.
• In the Application and the Licensee Portals, the Employer Pay is a special payment method on all the payment pages.
  • In the case of multiple employment relationships, the user will be prompted to select the business / employer.
  • At submission time, the invoice will be created similar to an offline payment. The selected business / employer must be associated with the invoice.
• The Business Licensing portal now has a new menu item dedicated to employer pay.
  • This page displays all invoices requested by associated individual licensees.
  • This page will allow doing multiple selections.
  • Since the application approval process is automated after each invoice payment, there is a limit on how many invoices can be paid at a time.
  • This page will display the total amount and have pagination.
  • There will only be one payment transaction, but the payment will be allocated to each invoice item in each invoice accordingly while recording the same credit card transaction code.
  • Logging into the Platform is required.
• Individual licensees will still be able to see their invoice, and they will be able to select Employer Pay and then pay for themselves.

Business Portal Structure modifications:

• Link Licensee to Licensed Business – A licensee can now be linked to a licensed business so that the business can provide payment for their fees.
• Pay Employee Licensing Fees – Business administrators can now pay any of the employees’ fees to ensure that their employees’ application gets processed.
• Request Employer Payment of Fees – A licensee can now request that their employer pay for their application/license/renewal fees as part of their renewal so that they do not have to request reimbursement.
• Configure Fee Payments Made by Business – Agency system administrators can now configure whether a business or facility license type can pay fees on behalf of licensed employees.

Note: Configuration assistance is required.

13.Custom View: The ability to add custom views to the configuration of custom pages has been implemented.

Note: Developer assistance is required. For more details on using this new feature, refer to the following link:
https://thentia.atlassian.net/wiki/spaces/TCP/pages/489488392/Custom+View+Documentation

14. Session refactoring – Service Portal Performance Improvement: The Licensee Portal’s session processes, like authorizations, reinstatements, renewals, status changes, etc., have been refactored so that session pages load noticeably faster, even after refreshing the pages.

15. Mobile view school name display and heading width: The School’s name is now displaying correctly in the Mobile view, and the portal header width has been increased.

1. Clicking on the Refresh button in portals will now successfully refresh and load the page when completing application steps in the portal and on the Fee Payment page. Also, the page will no longer remain in the loading state after clicking on the web browser’s “Back” button or cancelling the transaction.

2. When using the application document upload feature in the portal, after uploading a document and then clicking on the Save button, or just simply clicking on the Save button, you will now save the document instead of leaving the page stuck at the loading spinner.

3. When a new account is created on the portal, the profile number is generated as soon as the user logs into the portal login.

4. Whenever a user opens an invoice record, changes the invoice amount, or clicks on the Refresh button to refresh the record, the correct invoice amount will always be displayed.

5. For application approvals, the correct client name is now being populated for the tag {{sysmsg:legalname}}  by the Email Template Entity.

6. In the portal, for trust accounts requests, the email notification that is received by a user on approval or rejection will now display the correct first name instead of the last name of the user.

7. The “Employment Position Required” (Yes/No/Unset) radio button in the Portal Configuration entity (port_site) will no longer control whether the “Is this your primary employment” option in the portal is enabled/disabled or displayed/hidden.

Also, the “Is this your primary employment” radio button is now always visible and required on the Employment Information page in the portal.

8. In the workbench, when there are shared documents configured in the Portal Shared Document, Shared Document, and Shared Document Folder entities for the portal, the Document Library page will now appear when the link is clicked in the navigational menu.

9. On the Other License page in the portal, the “License/Certificate Title” field will now display with a red asterisk when the Other Licenses Type Required (Yes/No/Unset) radio button is set to “Yes” in the Portal Configuration.

10. In the portals, when a combo box is set to hidden on a custom page, an error will no longer occur.

11. The “Is Optional” (Yes/No/Unset) radio button has been added to the Application Required Document entity (reg_applicationrequireddocument) and will now be available across all platforms.

12. In the portals, the Telephone #2 at the bottom of the landing page has been fixed and is now wrapped in an anchor tag.

13. When viewing the portals on mobile devices, the dropdown menu items will now be properly aligned.

14. The mobile devices’ view of portal pages has been fixed to do the following:

• Always show the profile number and name, even when the dropdown field is clicked.
• Always display the Portal header in one row.

15. In the portals, the email is now displaying correctly in the footer of the Landing page.

16. There is now a space between “Thentia” and “Cloud” in the footer of the landing page of the portals when logged in/out.

17. The new Thentia Cloud logo is now updated on all portals.

18. On custom pages in the portals, when using a multi-select field that shares the same data source entity, if the same option is selected from both drop down lists, the selected values in both drop downs will now be saved.

19. After submitting an online complaint, the page title of the second page will now display on the second page, instead of the page title of the first page.

20. In the portal, the Expiration Date column will no longer be displayed when the Public Register Configuration “Show/Hide License Expiration Date” radio button in the Platform’s Portal Configuration (port_site) is set to “No” or “Unset.” It will only be displayed when set to “Yes”.