Schedule Viewer and Appointments:
Fixed a bug that could result in a "Data type is invalid for this property" error on the Appointment Screen if the
appointment was part of a recurring series and there was a problem with the recurring series definition.
Some changes have been made in order to reduce the chance of an appointment that is on multiple schedules from
being accidentally deleted by a user who is just trying to remove it from their own schedule.
First, if the user does not have the rights to modify all schedules (e.g. Counselor or Trainee level users),
then they no longer have the ability to just delete the entire appointment. They can still open the appointment,
go to the schedule tab, and remove it from all schedules except their own, and then delete it.
Similarly, those users can no longer change the length of the an appointment that is on multiple schedules by
dragging the bottom edge of the appointment.
Secondly, as show below, if an appointment is on multiple schedules, you will see a new confirmation dialog screen
asking if you are trying to delete the entire appointment or just remove it from the current schedule. Only Clerical,
Admin, and System level users will have the option to delete the appointment. That option will be disabled for other users.
To help better track deleted appointments on the View menu, there is a new
History of Deleted Appointments option. This
feature cannot display much information about appointments that were deleted before this update was installed, so much of
the history will be blank the first time you look at it. This option will display a screen showing information on deleted
appointments. It might not tell you everything you want, however it will give you information on who deleted an appointment
and on which schedule(s) the appointment was originally located. You can use the search feature to find
out things like who deleted your appointment that was schedule for this Friday or all the appointments deleted by
a specific user over a specific date range. One thing that the history cannot tell you is the name of the client(s) for
individual and group appointments that were deleted.
Data Forms:
If a Data Form contained a textbox control that expected a numeric value (like the GPA field on the SDS), and you tabbed
through that field without entering anything, it would store a value of 0. If you wanted to reset it to blank/null, you
had to press Ctrl+0 on the keyboard. Now, if you just tab through a field like this, it will leave it as blank/null.
Fixed a bug related to Editbox fields on Data Forms with a maximum length set and the Expand to Full screen feature.
On a Data Form that had an Editbox - Long text response control that was set to only allow a certain number of characters
(e.g. 2000), you could still right click on the control and select Expand to Full Screen, and you could enter more than the
maximum number of characters. When you saved your Data Form, the text would be truncated to the maximum length, and you could
unexpectedly lose the last part of the text. Now, the Expand to Full Screen feature will only accept text up to the maximum
length. On a related topic, if you try to use the keyboard shortcuts to cut-and-paste more text into one of these fields
than they can accept, nothing will happen. It will appear like the "paste" is not working.
Added the ability to specify how much of a heading should be printed for a Data Form if you are printing a single Data Form
from the Data Form screen. The settings are made through System Configuration on the Data Forms screen. The settings are
in a new column titled
Print Page Header. This was specifically added to make it easier for Disability Centers to print
accommodation letters without the standard heading that Titanium was adding to the Data Form. Note: If you print the
entire note, or print multiple notes from the Client File, these new settings are ignored. The three choices are:
Full Header is the default and prints the way it did before this update
Title Only prints just the title, which is usually the name of the school or center
No Page Header does not print any page header
Reports:
The note printout will now correctly display the alternative text for "Counselor" if that has been defined
in the System Configuration area.
Tweaked the performance of the
Maximum Users by Date report and made some adjustments to better count users who
did not exit Titanium correctly. (e.g. Just turned off their computer.)
Fixed a bug in the
Data Form Statistics by Appointment report that would occasionally not find the expected Data Form
information if there were multiple notes for that client on the same day and the note the report was looking for was not the
last one added to Titanium. If there was only one note that day for that client, it worked fine, or if the note was the last
one added for that client on that day, it also worked fine.
Modified the
Export Detail of the Data Form Statistics by Appointment to also include the clients and appointments that
did not have matching data forms so users could find which clients in the reporting period did not have the expected Data Form.
Task List:
There have been some requests to allow a note that has already been signed and locked to be forwarded.
Historically, once a note was signed on line 3 and locked, it could not be forwarded anymore. On the Task List tab of the
Configuration Screen, there is a new checkbox for an option titled
Allow signed and locked notes to be forwarded. If you
select his option, a note with a value in the
Forward To field will show up on that person's Task List with a status of
"Review (Note is locked)". Normally, the
Forward To Note field will have an explanation of why someone sent you this note.
To remove this note from your task list, double click on it to open it and clear the value in the
Forward To field.
(Or write something in the
Forward To Note field and change the
Forward To value to send the note back to the person who
originally sent it to you or to someone else.)
A word of caution on this feature: The
Forward To value is automatically cleared when a note is signed on line 3, so most
notes will not have a
Forward To value. However, if you have any existing locked notes that someone tried to forward
in the past, they may still have
Forward To values, and when you activate this feature, all those notes will appear on a user's
Tasks List.
Miscellaneous:
Added validation so that notes require a date. This is rarely an issue because notes always default to having a date, however
it was possible to erase the date from a note and save it. That was confusing and affected the way it was displayed in the client file.
Fixed a minor bug on the User and Schedules configuration screen that did not correctly show which user you were positioned
on after adding a new user and then saving them from the Detail tab of that screen.
The Client File logic has been modified slightly to fix a rare problem where a client note with multiple Data Forms could be
listed more than once. When this happened, some Data Forms were displayed under one listing, and the reminding Data Forms were
displayed under the other listing.
The links to our website that are accessible from the Help menu have been updated to point to appropriate locations on our new website.