Thentia Cloud release notes: Version 1.44.0 (May 3, 2024)

New features and enhancements: Portals

All Portals

• We have added the ability to display instruction pages in the renewal processes for Individual Licenses (Licensee Portal), Business Licenses and Facilities (Business Licensing Portal) and Education Programs (Education Provider Portal). Using the new entities Renewal Instructions (reg_renewalinstructions), Business License Renewal Instructions (reg_permitrenewalinstructions), Business Facility Renewal Instructions (reg_facilityrenewalinstructions), and Provider Program Renewal Instruction (lrn_providerprogramrenewalinstructions), you can now create and configure instructions for these renewal processes. The new entities are also available as Connections on records in the applicable license type entities, e.g. on License Type (reg_classofregistration), Business License Type (reg_permitclass), etc.
• Updated all application processes across the Application, Licensee, Business Licensing, and Education Provider Portals to automatically hide the supporting documents section(s) from the application instructions page if no documents have been configured.
  • Note: If the application has no documents, but does have Declarations, the Documents to be Submitted section will still be shown to display the instruction text about Declarations-related documents. To remove the Documents to be Submitted section in this case, you must either remove the Declarations from the application, or empty the string resource that contains the instruction text about Declarations-related documents.
• Updated the placeholder/hint text label in date fields from “MM/dd/yyyy” to “MM/DD/YYYY” across all Portals.
• Increased the number of options that can be displayed in Portal dropdown and combobox menus from 10,000 to unlimited.

Business Licensing Portal

• Added the ability to manually trigger a Business Filing on-demand at any time (rather than just at scheduled intervals). Agency staff can now create a filing record and use the new Due Date field to set the desired filing date. Note that manually triggered filings do not affect scheduled filings, so any existing scheduled filing will still trigger on the specified date, even if it is close to a manually triggered filing.
  • Related Workbench module: Register
• Added support for custom Process Steps on Facility application and renewal processes. On these processes, you can now use the Portal Process Step entity (port_processstep) to add custom steps or change the order of steps.
• Updated the table of renewal-eligible licenses on the Licenses page so that the Renewal Status column now shows all possible status (previously, this column only showed Submitted and Not Started).

Complaint Portal

• Added the ability to create custom processes in the Complaint Portal (including payments) to support non-complaint use cases.

Education Provider Portal

• To help make it easier to distinguish between multiple invoices, every invoice will now display the relevant Program application number with each fee item.

Inspector Portal

• Added the ability to configure which signatures are required on inspection reports. Using the new settings Is Representative Signature Hidden and Is Inspector Signature Hidden in the Inspection Checklist entity (reg_inspectionchecklist), it is now possible to remove either the business representative signature field, the inspector signature field, or both.

New features and enhancements: Workbench

All modules

• Added the ability to create new connection records directly from Summary Views. When configuring a Connection on a Summary View, you can now enable the new setting Show Add New Record button to display a + New Record button beside the Connection’s table in the Summary View: when clicked, this button will create a new record in the connected entity in a new tab.
• Added a Refresh button to Summary Views. When viewing the Summary View on any record, you can now click the Refresh button at any time to reload data on the Summary View and reflect any changes made to the record (or connected records).

Analytics module

• In Analytics, report fields that are lookups to connected entities will now display the actual value of the field in the connected entity record, rather than the lookup ID value as was previously the case.

Quality module

• Added support for the Messaging feature in the CE Audit (lrn_ceaudit) and Filing (reg_filing) entities. Workbench users can now send messages while viewing records in these entities, under Files & Activities > Messages. For message threads created on from these records, a default recipient will be set automatically (the Profile record for CE Audit; and the Business record for Filing).
  • Portals affected: Licensee / Business Licensing

Security module

• Removed the Name field from records in the Privilege entity (tc_privilege), as it was not used. When viewing the entity’s Record List, each Privilege will now be shown using the format [Group Name] - [Entity Name] as the display name, e.g. Administrators - Profile.
• Password reset events for Workbench users are now recorded in the Audit Record entity (tc_audit), accessible on records in the System User entity under Files & Activities > Audit History.

Bug fixes: Portals

All Portals

• Fixed an issue with ThentiaPay where a payment would fail and an error message would be displayed when trying to process the payment after the user edits their payment details.
• Fixed an issue where the password reset functionality was not working correctly for Portal users who are authorized users for Business licensees that have a large number of authorized users.
• Fixed a bug that was causing underline formatting to be removed in messages sent from the Workbench using the Messaging feature.
• Fixed a bug where the input validations on various fields were not displaying the correct message.
• Fixed an issue where payments with ThentiaPay would fail if the licensee/payer’s name contains accented characters. To resolve this, any accented characters will be automatically converted to their non-accented versions during the payment process.

Applicant Portal

• Fixed an issue with custom application steps where some form fields were taking a long time to be displayed, making it appear as though they were not loading.

Business Licensing Portal

• Fixed a bug with Business Reinstatement processes that use custom Process Steps: previously, starting a Business Reinstatement process would skip the Instructions step if this step was not specified explicitly as a custom Process Step. Now, the Instructions step will always be displayed (provided that a corresponding instruction record is configured for the process), even if not listed as a custom Process Step, matching the behavior of the standard process.
• Fixed a bug where, on Facility licenses configured with both a renewal fee and a late fee, only the late fee was being applied to Facility license renewals where the expiration date had already passed. Now, both the renewal fee and the late fee will be applied.

Education Provider Portal

• Fixed the text color of certain buttons in the Portal to make the text more legible.

Inspector Portal

• Fixed a bug with public inspection reports where each checklist question and answer was being displayed twice, and disabled checklist items were being displayed incorrectly.
• Fixed a bug where, on inspection reports, the Apply Fine? setting was defaulting to No even on fines that had already been applied.

Licensee Portal

• Fixed a bug with the New/Edit Continuing Education pages, where trying to add or edit a Continuing Education entry would cause the page to get stuck on the loading spinner animation after clicking Save & Back.

Bug fixes: Workbench

All modules

• Fixed a bug where, in some circumstances, opening and closing multiple tabs in the Workbench could cause the Workbench UI to be displayed with a large amount of whitespace on the upper half of the page.
• Fixed a bug where dates entered in the format MM/DD/YYYY were not being saved correctly on records.
• Fixed a bug where, when entering a date and time value in a datetime field on a record, saving the record would change the value entered to the current date/time if the user had a timezone set on their System User (tc_systemuser) record.
• Fixed a bug where the search function on an entity’s Record List view was no longer searching the contents of text area fields on records in the entity for matches.
• Fixed a bug where, after setting a Table View as the default and saving, the list of Table Views in the sidebar would not update to display “(default)” beside the new default Table View.

Analytics module

• Fixed a bug where the scroll bar in the Add filters menu of the Query Builder would extend for longer than it needed to (i.e. made it possible to scroll past the last filter element).
• Fixed a bug where, after applying a filter in the Query Builder that contains at least one expression with no operator selected, other expressions would not show any values when the Add filters menu was subsequently reopened.
• Fixed a display issue where the number of items text (i.e. “1-50 of x items”) was being cut off on the report screen.

Configuration module

• Fixed an issue with Document Templates where image files could be inserted merge fields if they were uploaded to a Profile (reg_profile) record from the Workbench, but not if they were uploaded from a Portal. Now, files uploaded in both locations can be inserted into merge fields.
• Fixed a bug with Document Templates where documents were being generated with unintended horizontal lines when there merge fields that had not been configured.

Quality module

• Fixed a bug where it was only possible to save records in the Document Examination (reg_documentexamination) entity when a business license type was specified, even if the licensee is an individual (not a business). Now, if only the field for an individual license is populated on a Document Examination record, the record can be saved successfully.

Register module

• Fixed a bug where the text in the Submission Details field on individual and business reinstatement records was not being formatted correctly as a bullet-point list.

Security module

• Fixed an issue where creating multiple Privileges for the same Privilege Group and Entity combination would result in an error. This has been fixed so that now, if a user has multiple applicable Privileges, the most restrictive Privilege will apply.

Workflow module

• Fixed a bug where, when creating or saving a record in the Public Register Record (reg_publicregisterrecord) entity, the Profile lookup field was not saving the specified value and was displaying as empty after saving.
• Fixed a bug that was causing the Source Entity dropdown to not be populated on custom pages that use the datesSourceEntity JSON value.
• Fixed a bug with the custom Public Register hat was causing infinite loops and errors.
• Fixed a bug with the custom Public Register where certain fields were not syncing when updated.
• Fixed a bug with the custom Public Register where the license number and license class were being duplicated after updating and saving employment details.
• Fixed an issue where the default “Active Alerts” Table View on the Alert entity (reg_alert) was not displaying any records.