Release 2022.12
Should you have any questions about the latest release, please contact your Client Success Manager or Customer Support via our support centre.
_____________________________________________________________________________________
Key Changes:
- Significant Compliance functionality improvements
- Smart Fee Suppression updates
- Download and compile documents in bulk from Party > Document list
Planned Release Dates
- Phase I: Tuesday 29 November 2022
- Phase II: Tuesday 6 December 2022
_____________________________________________________________________________________
Improved
Compliance - AVETMISS Export and Claims Reporting improvements
We have undertaken a major project to enhance and improve the AVETMISS and Claims reporting wizards. You should now see improved performance and greater ability to identify and fix errors. For further information please refer to the following article on our help center: AVETMISS Export and Claims Reporting Improvements
Compliance - Scheduled Hours improvements
We have made changes to the way Scheduled and Delivered Hours are recorded at the unit level.
The former Scheduled Hours/Delivered Hours fields have been removed from the unit details interface and have been replaced with two fields, Unit Scheduled Hours and Unit Hours Attended (or in SA just Unit Actual Hours) This will allow users to have separate values for these two fields for reporting purposes, for further information please refer to the following article on our help center: Scheduled Hours Improvements
Compliance - Continuous Reporting Improvements
We have improved AVETMISS and Claims reporting to save having to manage recording of results that occur after the end of the reporting year.
New behaviour has been implemented so that when reporting results for a unit and the end date is after the end of the reporting year, enrolment end date is blank or after the end of the reporting year, it will automatically be reported as outcome 70 (Continuing) in any AVETMISS / Claims Reports generated, unless the reporting state is NSW (Non ACE Reporting).
Smart Fee Suppression – Unit Fees
We have added a new checkbox for “Lock Smart Fees” for all Outcomes under your Outcome Type configuration. This is used by Automatic SmartFees to suppress any Unit level fee suggestions when a Unit has one of these outcomes with Lock Smart Fees checked.
This is useful if you no longer want to change the fee charged to the student once a unit has been commenced/completed/withdrawn etc. 
Smart Fee Suppression – Course Fees
We have added a new checkbox for “Lock Smart Fees” for all Enrolment Statuses. This is used by Automatic SmartFees to suppress any Enrolment level fee suggestions when an Enrolment has one of these Statuses with Lock Smart Fees checked.
This is useful if you no longer want to change the fee charged to the student once an enrolment has been commenced/completed/withdrawn etc.
Party > Documents List
We’ve added a new Bulk Actions button to the Party > Documents List page.
This includes the following options:
Download
Selected Documents will be extracted into a .zip file to download into your machine
Compile to PDF
Converts selected files and their relevant metadata d into a single PDF document:
Image files will display within the PDF file.
Zip files will be extracted and processed as if they are in the file list
Non-image files will have their file name displayed.
Student Portal iCal Subscription Token
We’ve added a new feature that provides your student users with a URL that they can use to subscribe to either their entire calendar or a specific enrolments calendar.
Provider Search Filters
A new filter to search across multiple providers has been added to the following pages and will now filter search results to only include records from the user’s current Provider.
Weekly Planner
Events Details > Attendee List
Student Import
The Student Import function has been updated to not update party login credential details by default when creating Party Profiles through this tool.
DebitSuccess Reversal Payments
We have improved the logic for applying reversals from DebitSuccess to the correct invoice items. Previously the entire reversal would be applied to a single invoice item which could over-reverse that one invoice item.
DebitSuccess – Updating Instalment Amount
We have improved the display of the payment schedule after updating the instalment amount for a DebitSuccess payment plan.
New Permissions functionality
New system rights View Party International (party : cricos_show) and Edit Party International (party : cricos_edit) have been added for controlling access to the Party > International pages
New system rights party: fee_help_show and party: fee_help_edit have has been added for controlling access to the Party > Compliance > VFH/VSL/FEE-Help page
Feedback Form User Permissions
We have added some additional system rights for managing access to Feedback Form List page. This includes:
Adding a Feedback Form
Viewing a Feedback Form
Editing a Feedback Form
Copying a Feedback Form
Deleting an existing Feedback Form
API Updates
Enrolment Attendance Summary
We have added a new API endpoint GET /webservice/enrolments/{enrolment_identifier}/attendance_summary/ that allows a user to retrieve the attendance summary of an enrolment.
Enrolment Health
Added a new API endpoint GET /webservice/enrolments/{enrolment_identifier}/health that allows a user to retrieve the health details of an enrolment.
Added a new endpoint POST /webservice/enrolments/{enrolment_identifier}/health that allows a user to update the enrolment health data for:
Attendance risk
Finance risk
Progress risk
Party Employers
Added a new API endpoint GET /webservice/parties/{party_identifier}/employers/ that allows a user to retrieve either all employers for a party or a single employer for a party.
SMS History
Added two new endpoints to allow a user to retrieve either many SMS history records or a specific SMS history record:
GET /webservice/sms_histories
GET /webservice/sms_histories/{id}
Created a new endpoint POST /webservice/sms_histories/ to create sms_history records and attach them to file notes.
Fixed
Smart Fees with a Disabled invoice triggers
We have fixed an issue where Smart Fees with a disabled invoice trigger would appear as Pending fees that could be invoiced.
This has been changed so they now show with a “Disabled” status and are not listed in the Create Invoice modal on the Smart Fees Invoicing page.
- 25654– We have fixed an issue where Smart Fees would be created in a Disabled status incorrectly for some courses with Automatic SmartFees when the enrolment had been created through a CSV import.
- 24370 - We have fixed an issue with the Smart Fee Library page where the “New” button was hidden if an unrelated permission (Reference Data) was not applied to your user role. Everyone who has access to the Smart Fee Library page will now see the “New” button.
- 24979 - We have fixed an issue where disabled Smart Fees were incorrectly showing in the Create Invoice modal on the Smart Fees Invoicing page when adding ad-hoc fees. The dropdown will now only allow you to select enabled and approved Smart Fees.
- 25945 - Fixed: We have fixed an issue where an incorrect count was appearing on some Bulk Action modals when a filter/search had been applied to the list view.
- 25634 - We have resolved an issue that prevented PDF invoices being created on auto-enrolled course applications in some circumstances.
- 24989 - We fixed an issue on the Placements page when trying to sort by Party Tag column and Service Tag column
- 23850 - We have resolved an issue with the Service Group Applications page downloading a sheet once a saved criteria had been used.
- 23580 - We have fixed an issue where skipping the Prospect Wizard by using the Confirm Now button would incorrectly display an error.
- 21447 - We have resolved an issue with Student Password resets when that student is also a staff member.
- 19039 - We have fixed several permission issues to Homestay & Services pages when a user is Admin User (Read Only).