Thentia Cloud release notes: Version 1.25.0 (June 1, 2023)

Thentia Cloud Platform Enhancements

Description Location

Add ability to handle connected spaces: Connected spaces are now automatically created on entities based on conditions or action filters in the metadata. The condition will be specified based on the value of a connected space and the filter field will be linked to the connected space id of an entity. Also, the value of a connected space is set upon the create and update actions, and the field value can specify the entity and name (tc_name) attribute to set the connected space.

Backend

Staff user - View active internal alert notice(s) on the summary view / reviewer module screen so that I am aware of any notices when I review an application: Staff users are now able to view internal alert notices linked to an individual profile or business profile from the Reviewer module and Summary View page. 

Also, when there is an active alert on an individual profile or business profile:

  • Staff users can view all active alerts (one or multiple).
  • User activity will not be blocked by an alert.
  • Clicking on the View Details link associated with an alert will display the entire details of the alert.
Reviewer Module / Summary View

Search to support both entity name and labels: The search functionality in fields, form settings (parent records), table property modals (source entity and parent records), multiselect property modals (target entity, source entity, and parent entity (after clicking “+Add Associating Lookup”) and dropdown property modals (source entity and parent entity) has been modified to support searching on entity names in addition to field labels.

 

Searches

Staff user - View active internal notes when I view a profile record that have an active alert: Staff users can now view active internal notes called “alerts” when viewing a profile record that has an active alert. When there is an active alert on an individual profile or business profile the following will occur:

  • Staff users can view all active alerts (one or multiple).
  • User activity will not be blocked by an alert.
  • Clicking on the View Details link associated with an alert will display the entire details of the alert.
Workflow – Alert

Staff user – View active internal notes when I view records related to a profile:

Staff users can now view active internal notes when viewing records related to a profile. Alerts can be viewed on the profile page and any entity that is related to the profile or business profile. When there is an active alert on an individual profile or business profile the following will occur:

  • Staff users can view all active alerts (one or multiple).
  • User activity will not be blocked by an alert.
  • Clicking on the View Details link associated with an alert will display the entire details of the alert.
Workflow – Alert

Staff user – Create an internal alert against a profile so that my team members are aware of the notice related to a profile: Staff users can now create internal alerts against an individual or business profile to make team members aware of a notice related to the profile. One or multiple alert records can be created under the connections of an individual profile or business profile record and will be displayed at the top of the individual and business profile pages.
 

Alerts are stored in the new Alert entity (reg_alert). An alert will consist of the following attributes:

  • Name – The unique name of the alert.
  • Description – The description for the alert.
  • Effective Start Date – The effective date the alert starts. The alert is inactive when this is empty.
  • Effective End Date – The date the alert stops. This date cannot be populated when the start date is empty and cannot occur before the start date. When this is empty, the alert does not expire and is active from the Effective Start Date.
  • Created Date – A system field indicating the date the alert was created.
  • Modified Date – A system field indicating the date the alert details were modified.
Workflow – Alert

System administrator - Enable or disable alerts on some related entities that are related to a profile: System admins have the ability to enable or disable alerts for each entity related to profiles by selecting or deselecting the “Enable Alert” checkbox within the metadata of the profile field on the entity. When the checkbox is selected, staff users can see the alerts on the entity record and the alerts are not displayed when the checkbox is not selected.

Note: Related entities are limited to 1 connection deep.

Workflow – Alert

Validation modal static value should support number: Modal static values entered for numbers in the Form builder components are now being properly validated. For example, the number 3 would now display as 3 instead of “3”.

 

Workflow – Form Builder

Condition modal's static value should support different types such as true and 0: The Form Builder conditions functionality has been modified to support parameters from different data field types (i.e., text field, dropdown, radio buttons, date, etc..).

For example:

  • If the Source Field = “reg_hideWork_address (a radio button), and Operator = “equal”, then the Static Value can be set as “true” or “false”. 

  • If the Source Field = “email” (a text field), and Operator = “equal”, then the Static Value will be an email address (e.g., rbmobile@bell.ca).
Workflow – Form Builder

System admin - Place an attribute onto a portal page: System admins can now place attributes (fields) within a section on a custom portal page using the Portal Custom Page Builder. The order of an attribute can be changed by dragging and dropping the attribute in the new position.

 

Workflow – Portal Custom Page Builder

All portal components should be set as required by default: When using the Portal Custom Page Builder, all portal components that are placed within a page are now set to “required” by default. An admin user can make the field optional by changing the setting on the Conditions panel.

 

Workflow – Portal Custom Page Builder
System admin – View a list of available fields by attribute name, that I can place on a portal page: When using the Portal Custom Page Builder, system admins can view a list of available fields by attribute name and can place those fields on a portal custom page. Attributes are sorted alphabetically based on field name and can be viewed by attribute name and attribute type. Workflow – Portal Custom Page Builder

 

Thentia Cloud Platform Bug Fixes

Description Location

After creating a new dashboard with a name and adding a proper chart and queries, and then saving the dashboard record, clicking on the Visualize Chart button will now display the dashboard and the name of the chart will remain.

 

Analytics

When attaching a file in the workbench, if the filename contains a special character (e.g., #), the file will now open without an internal 500 server error being displayed.

 

Multiple Locations

Whenever API create or update calls fail, the related create or update functionality on workbench entities will now also fail.

 

Multiple Locations

 

Thentia Cloud Portals Enhancements

Description Location

Email templates for Sponsored Application when status is “Awaiting for sponsor approval”: When an applicant submits the sponsor application to a business, the business will now receive an email notifying them that there is an applicant that submitted a sponsor application that is pending their review.


The applicant will also receive an email once the application has been submitted and is pending the business review.

 

Application Portal / Business Licensing

Sponsored Application – Renewal: The sponsored application process now supports sponsored application renewals. When a sponsored application is up for renewal and the business is required to review the sponsored application, the business must review and pay the application fees in order for the sponsored application to be renewed.

 

Application Portal / Business Licensing

Custom Page - Metadata Items - File Upload Field: Previously uploaded files can now be deleted when the “hideDeleteButtonOnOld: true” is set in the metadata of Custom pages. Clicking on the X icon next to an uploaded file will delete the file.

 

Backend

Sponsored Application - Application flow: The sponsored application process flow has been modified to include a new application status called “Pending Payment”, which notifies the business that a payment is due for a sponsored application.

 

Also, in the Business Licensing portal, on the Sponsored application review page, the business can now withdraw an application. A reason must be provided by the business user for the withdrawal, and a withdrawal email notification will be sent to both the business user and the applicant.

 

Business Licensing

Business Filing – Support late filing fees: In the portal, late fees for a business filing are now supported. When there is a fee item with the “Start Late Fee (days)” set according to business expiry date or fiscal date, then a late fee filing can be processed. The filing period will be extended by the number of days if any are entered in the “Late Fee End (days)”.

 

Rules for late business filing:

  • A filing fee item must already be configured.
  • If there is a late fee set, it will override the Late Filing End (days).
  • The Filing Fee Details entity, will include two new fields in the Late Fee Details section:
    • Late Fee Start (days) – The number of days after the filing period that the late filing fee can start being applied to a late business filing.
    • Late Fee End (days) – The number of days left in the late filing period that the late filing fee can be applied to a late business filing.

Note: If any of these 2 fields are filled in, this means that there is a late filing fee.

Business Licensing
Education Provider Application: Instructors can now become education providers with the school board through the Education Provider Portal. In order to accomplish this, they must submit an education provider application and have it approved by the school board.
  1. After logging into the Education Provider Portal, the Education Provider section displays in the left navigation menu.

  2. Under Education Provider, click on the “Select the Education Provider” link. The “Select the Education Provider” page appears.
    • Search bar – You can search by keyword for a particular education provider.

    • Education Provider table – This table displays a list of education providers and allows the user to select one. If there is no education provider, the Education Provider table will be empty.


Details provided in the Education Provider table:

  • Education Provider Name – The name of the education provider.

  • Address – The address of the education provider.

  • License status – The options are “Active” or “Application Under Review”.

    • Active – The education provider is an active provider.

    • Application Under Review – This means the education provider has applied to become an education provider and their application is under review by the board. They are not yet an active education provider.

  • Select button – Click on the “Select” button to choose the education provider you want to use.

  •  “Create New Education Provider” button – Click on this button to create and link a new education provider to the logged in account / profile. The user is redirected to the Applications page, where they will need to select the applications that they want to apply for in order to complete the process.

    • If I am a new user to this education provider portal and I’m not yet an education provider to any agency, the only option for me is to Create New Education Provider and upon clicking on this button it will direct me to the application process. 
  •  

The Application Process steps start with the instructions and includes the following:

  1. Provider Information:
    • Provider Name – The name of the education provider.
    • Email – The email address of the education provider name.
    • Phone Number – The phone number for the education provider.
    • Fax number – The fax number for the education provider.
    • Website – The website for the education provider.
    • Upload Supporting Documentation – Multiple supporting documents can be uploaded.

  2. Business Address:
    • Street Address – The street address for the business.
    • Street Address 2 – The street address #2 for the business.
    • City – The city for the business.
    • Country – The selected country for the business.
    • Province – The selected province for the business.
    • Postal Code – The postal code for the business.

  3. Mailing Address Same as business address (Yes/No) – The business address is the same when this is set to “Yes” and different when this is set to “No”.

  4. Attendance & Evaluation – This is a new step in the application process specific to the education provider, which describes the method for recording and verifying attendance. It is a mandatory field, while the sample evaluation form and sample certificate uploads are optional.

  5. Certifying statement – The statement affirming the certification.

  6. Payment – The application fee payment.
Education Provider Portal

Education Provider Portal - User account workflow: An education provider can now create accounts to grant access to anyone who needs to login to the new Education Provider portal. This feature uses a similar workflow as the Business Licensing portal.

  • In the left navigation menu, there is a User Accounts link:
    • Clicking on the User Accounts link opens the User Accounts page, where the user has the ability to add new records by clicking on the “Add New Records” (+) button.

    • On the Add User Account page, the user can search for instructors and if there is a match, the Last or First names will automatically populate. Otherwise, the user can enter the last or first name manually to add a specific instructor to grant that user an account. Also, the user can enter the email address of the new user to which the account setup process will be sent.

  • User Administrator Rules:
    • If a user is designated as an administrator, then they have been granted admin rights and can access or take actions on everything in the Education Provider portal, including adding user accounts.

    • If a user is not designated as an administrator, then the user can do everything that a user admin can do except for adding user accounts.
  •  
Education Provider Portal

Inspection Portal Changes: Several changes were made to the Inspection Portal processes as indicated below:

  • The re-inspection record is created after an inspection is completed and this is handled with custom code.
  • The new inspection is populated with an inspection date, based on the rating (1 to 5) and this is handled with custom code.
  • The inspection date is classified as the “Scheduled Date” between the “Inspection Created Date” and “Facility Name” in the “Unassigned” and “Assigned To Me” tables.
  • “Inspection Created Date” has been renamed to “Created Date” in both the “Unassigned” and “Assigned To Me” tables.
  • When the inspector picks up the business inspection task, the Inspection date will already be pre-populated based on the rating scale.
Inspector Portal

Authorization custom page header not translating string resource: In the portal, when the authorization application has a custom page with a string resource as the page title, the page title is now being translated properly.

 

Licensee Portal

 

Thentia Cloud Portals Bug Fixes

Description Location
After submitting an application in the portal from a mobile device, and then clicking the “Download To PDF” button on the Application Review/Print page, the entire contents of the completed application is displayed in the pdf file that is generated.

Application Portal

When a licensee is completing an application and clicks on the Previous button on the Attestation page to return to the Declarations page, the Declarations page is loaded successfully.

 

Application Portal
When viewing invoices in the portals, the payment date is now correctly formatted, and the payment items list is displayed. Application Portal / Business Licensing

Once an authorization application is approved, an “authorization created” confirmation notification is now displayed in the Bell Notifications section (top right) of the entity in the platform.

 

Application Portal / Licensee Portal

In the portal, searching for a business sponsor on the Sponsor Renewal page now displays the page/details loading indicator (spinner) while the search results are being retrieved.

 

Business Licensing

Multiple-select lookups are now being saved for single-page process records, such as “Name Change Request” or “Sponsored Invitation” when the parent record is not yet saved in the workbench. 

Note: For scenarios with applications that contain multiple page steps, there is no issue because the parent record (in this case, the application record) would already be saved in the workbench.

Business Licensing
On the Continuing Education page in the portal, all table column headings are now aligned, and the columns are sorted in ascending order (A-Z).

Licensee Portal
The Epay transaction status is now updated to “completed” in the Payment Transaction record in the workbench once a payment is processed through the portal.

Licensee Portal
Licensee application payments that are made using Epay via a payment authorizer in the portal are now completed, and the records are successfully saved in the platform.

Licensee Portal
In the portal, custom pages created for the authorization application are no longer displaying an extra page title.

Licensee Portal

After completing the mandatory report form in the portal and then hitting the Submit button, the report is now successfully submitted without any error messages triggered for non-mandatory fields.

 

Mandatory Report
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