Thentia Cloud release notes: Version 1.43.0 (April 4, 2024)

New features and enhancements: Portals

All Portals

• We’ve dramatically improved the speed and responsiveness of pages across all Portals. By implementing caching, we now need to load significantly less data from the backend into Portals with each page load. This optimization has allowed us to improve page load speeds by 65% on average, resulting in a noticeably faster Portal experience for users, with much less time spent waiting for pages to finish loading.
• Because Portal configurations (like dropdown menu options, fee items, etc.) are now cached, configuration changes will not be reflected in Portals until the cache is refreshed. To allow for the cache to be refreshed on demand, we have introduced a new Flush Data button in the Portal Configuration entity (port_site): after making a configuration change to any Portal, Workbench users should click this button to clear the configuration cache and ensure their configuration changes are reflected in the affected Portal.
• Added support for application numbers on license renewals: now, renewal applications for all license types will automatically be assigned an application number, just like new applications.

Business Licensing Portal

• Changed the behavior of the Decision Date field on sponsored applications. Previously, this field was populated when the Business approves the sponsored application; now, the field will only be populated when the board/agency staff approves the application. The business’ decision date is still captured in a separate field, Sponsor Decision Date.
• Updated the Sponsored Application process (and the associated renewal process) with a file upload function and a “reason” text field on the Sponsorship Approval page, which can separately be set as optional or required. When approving a sponsored application, the business can now upload any relevant files to the board to support their decision, as well as use the text box to provide a reason why they approved or rejected the application. In addition, two new string resources have been added to the page which can be used to add instructional or descriptive text to help the Portal user.
• Tweaked the renewal process to make it more consistent with similar processes: the Pay Sponsoring Invoice button has been removed from the Sponsored Renewal page, and renewal entries will now remain in the table on this page even after they have been approved.
• Added a new string resource, BUSINESS_LICENSES_STAFF_PARAGRAPH, that is displayed on the Staff Listing page and which can be used to explain the page’s purpose.

Education Provider Portal

• Fixed validation on form pages so that custom pages are now also supported, and to prevent error messages from being displayed on these pages.

Inspection Portal

• Added the ability to display custom fields in the “read only” section at the beginning of Inspection Reports. You can now use the Metadata field on records in the Inspection Checklist entity (reg_inspectionchecklist) to enter JSON to replace the default “read only” fields on Inspection Reports.
  • Related Workbench module: Workflow

Licensee Portal

• Added an integration with CE Broker, a service that tracks Continuing Education requirements for licensees. When the integration is enabled, you can configure the renewal processes for individual licenses to query CE Broker for the licensee’s CE status, and then choose whether to automatically prevent renewal if the licensee has not completed their CE requirements.
  • Related Workbench module: Config
• Adjusted the behavior of the setting Set License Period End Date to Birth Day in the License Controls section of records in the License Type entity (reg_classofregistration). Previously, the license’s expiration year would always be set to the current year plus the number of years specified in the License Period (Years) setting, e.g. 2024+2=2026. Now, if Set License Period End Date to Birth Day is set to Yes, the expiration year will instead be set to the number of birthdates since the license was issued. For example, if License Period (Years) is set to 2, the expiration year for a licensee with license issue date of Jan 1 2024 and a birthday of Feb 15 would be Feb 15 2025 (the second birthday after Jan 1 2024).
• If the setting Disable CE in Renewal/Reinstatement is set to Yes, the Continuing Education page will now also be displayed in (and accessible from) the Portal side navigation menu even if the licensee’s license is expired.

New features and enhancements: Workbench

All modules

• When a user does not have Write Access permissions to the Letter Template (comms_lettertemplate) and Document Template (tc_documenttemplate) entities, they will now be shown an error message when trying to access a Letter Template or Document Template through another record’s Connections.
• The localization for Ireland (language code en-ie) will now display the Euro symbol (€) for all fields in the Workbench set to display amounts of currency.
• While viewing any record (i.e. using the Record View) in the Workbench, the name of any item in the sidebar navigation menu that is too long to be displayed in the width of the sidebar will now wrap across multiple lines, making it possible to see the full name of each menu item.
• Improved the error message that is displayed when a deleted record could not be restored to explain why the record could not be restored.

Analytics module

• You can now set filters on queries created with the Report Builder. This new functionality allows you to configure your Report Builder queries to only return a subset of the available data that matches criteria of your choice. For example, you can use filters to create a report that displays only licensees whose licenses are expiring in the next month, or just displays invoices that are currently outstanding, and much more.

Bug fixes: Portals

All Portals

• Fixed some issues with email templates: removed the “key” icon on password reset emails; fixed CSS to resolve some email display problems; and updated labels from “Login” to “Sign In” to match login pages.
• Fixed an issue where the new user, activation and password reset emails would fail to send if the corresponding override email templates were missing.
• Fixed a bug with Messaging where text formatting (underline) set in a sent message was not being displayed in the received message.

Application Portal

• Fixed a bug where the Submit to Business step on Sponsored Applications was visible in cases where it was not applicable.

Business Licensing Portal

• Fixed a bug where the Invoices & Receipts page would display incorrect information about the recipient on invoices submitted via the Employer Pay feature.
• Fixed bugs with email notifications related to Document Examination, where: the system would send duplicate notification emails that the Document Examination process has started; the “Save Progress” email did not include the examiner’s name, the system would not send the notification email that the Document Examination process had been completed.
• Fixed a bug where the BUSINESS_SPONSOR_APPLICATIONS_PARAGRAPH_1 string resource was not being displayed with the specified formatting.
• Fixed a bug where the email template onlineservice.business.document.examination.submitted was not populating the business license number and displaying it on the resulting email notification.

Education Provider Portal

• Fixed a bug where the Education Provider Portal would display the Programs and Program Renewal navigation items before the Portal user had selected a Provider, and navigating to these pages would cause the Portal to become unresponsive.
• Fixed a bug where clicking “Refresh” in the browser after clicking “Create New Provider” would result in a new Provider ID being created, even though the Portal user did not create a new Provider.

Licensee Portal

• Fixed a bug where the Certifying Body field on the Certifications page was displaying incorrect information.

Bug fixes: Workbench

All modules

• Fixed a bug where clicking Forgot Password? on the Workbench login page, then clicking Cancel, would result in an error message.
• Fixed a bug with Letter Templates where the ampersand character (&) was being displayed as “&” in the letter preview and generated letter.
• Fixed an issue where, when viewing the available Table Views for a Record List, the labels of Table Views with long names were being cut off.
• Fixed the deletion process for entity metadata so that deleting an entity will now fully remove its metadata.
• Fixed an issue where searching by a record’s ID in a Record List would sometimes not filter the list to display the matching record.
• Fixed a bug where generating a certificate in a Portal would result in an error if the Document Template used to generate the certificate contained a merge field conditional.
• Fixed an issue where the values in form fields on the Record View were flickering/blinking.
• Fixed a bug where loop merge fields on letter template would result in empty rows when the letter is generated, if the data source for the loop merge fields was a child entity of the letter template’s data source entity where the connection between the data source entity and child entity was set to not be visible on records in the data source entity.
• Fixed a bug where, when a Supporting Document Upload request was created in the Workbench and the licensee uploaded the requested documentation via the Portal, the Submitted by attribute was not being populated on the corresponding record.

Analytics module

• Fixed a bug where some queries were only returning a small number of results in cases where a large number of matching results exist (and should be returned).

Register module

• Fixed a bug where submitting a document on the Supporting Documents step in a Provider Program application, the Education Provider field was not being populated on the corresponding record.

Security module

• Fixed a bug that was allowing Privileges to be saved even if one or more required fields had not been configured.
• Fixed a bug with Privileges where, when the Criteria Based option is selected, not all available options were visible in the Value Equal To field.
• Fixed a bug where, when configuring a Privilege with the Criteria Based option, saving the Privilege would cause the value in the Value Equal To field to be lost if that value contained at least one character with an accent/umlaut.