A summary of recent changes, most recent at the top.

2017-10-13

  • Rolls - fixed bug that could allow a session to be moved incorrectly into another week
  • Educator view - refined which options are available to role ‘Staff’. Removed option to edit / delete session, removed access to bulk functions
  • Fees reporting - updated limits on fee amounts that can be reported
  • Weekly Sign In sheets - added option to include an extra column , added option to print an individual room, added blank sheet for drop ins
  • Online - added bulk function to parent screen to send re-enrolment forms to selected parents. Email template added to Setup Org screen
  • Direct Debit - Payment gateways can now be asigned a description to help distinguish when multiple gateways are configured on the same organisation

2017-09-29

  • Direct Debit - add support for online registration of parents
  • Online Applications - added option to hide CCMS related questions, primarily for use by non-approved services
  • Online Applications - added option to trigger a DD request when approving a new enrolment
  • Online Applications - Submitted field now shows time & date to cater for high volume submissions
  • Calendar Controls - updated all calendar controls to put Monday as first day of week

2017-09-24

  • Direct Debit - Parent self-registration online added
  • Direct Debit - Parent registration request built in to application approval process
  • Direct Debit - Registration request email customisation added to Account > Set up Org > Direct Debit
  • Direct Debit - Added option to bulk register all enroled parents not currently registered
  • Parent List - Additional filter options added
  • Child List - Additional filter options
  • Applications - Added option to hide CCMS related questions on service profiles
  • Applications - Added option to mark custom question / document inactive without deleting it
  • Parent Profile - Added option to collect payment from an individual parent directly from the balance screen
  • Digital Sign In - Added report to allow print out of who signed child In or Out
  • Rooms - Fix bug affecting occupancy dashboard when duplicate room names used
  • Calendar Date Picker - changed to make Monday first day of week on all pickers
  • IS Claim - fixed bug that allowed user to attempt to create a claim with no weekending
  • Staff List - added phone number and last login columns
  • Child Profile - Updated format of Health details tab to facilitate printing off for review with parent
  • Emergency Report - updated layout to fit additional information
  • Emergency Report - additional filter options: medical condition , updated since
  • Emergency Report - added contact address

2017-09-03

  • Service Creation - Improved import now auto creates session codes and bookings from attendance data
  • Attendances - Fixed display order of sessions within the attendance screen
  • Online Applications - modified to now only create accounts for parents with active or recent enrolments (last 12 months)
  • Online Application - on submision parent is now emailed with confrmation of submission as well as having message displayed on redirect page
  • Reports - additional aggregate columns and subtotals - Utilisation Report
  • Misc Fees - a miscellaneous fee may be deleted by admin (audited)
  • Weekly Attendances - added ‘download as pdf’ option to address problem with line separators not printing correctly from firefox

2017-08-27

  • Immunisations - added module to streamline recording and reporting of child immunisation status
  • Online Application - fixed some field length restrictions preventing especially long place names being entered
  • Online Application - Medical Management Plan is now a core document
  • Child Profile - added ability to record if epipen provided and expiry date
  • Online Application - added ‘data missing’ highlighting to make it easier for staff to assist parents with incomplete applications
  • Reports - Additonal filters and dynamic subtotals added , parent payment report

2017-08-20

  • Online Applications - improved layout of action list and buttons in response to parent feedback
  • Enrolments - Fixed bug in status update affecting some non-approved service enrolments

2017-08-13

  • Parent Profile - Staff can now record contact notes on a parent’s profile
  • Child Profile - Staff can now attach documents to the child profile
  • Statements - Staff can now override the default email setting when creating a statement batch
  • Parent List - Expanded warning message when using Create Account function
  • Statements - fixed bug preventing correct display of enrolment that exited within the statement date range but before the statement generation date
  • Parent Details Extract - added parent filter tag , Direct Debit Frequency and Calculation Method to the extract to facilitate checking
  • Setup Organisation - added ability to preview the email template
  • Statements - modified statement generation screen to make it more obvious what range actuals apply and what is projected. Also prevent users accidentally selecting a future period for actuals.

2017-08-06

  • Wiki - SmartCentral help wiki (this sub-site) deployed to production.
  • Parent List - fixed issue that occaisionally caused tthe same parent to be diplayed twice

2017-07-30

  • Wailisting - Services can now configure their online applciation process to allow parents to part fill an applciation and submit a waitlist request. Service can then offer the place when it becomes available and the parent is prompted to complete the application. Added additional fields and filters to the wailist management screens to improve selecting best fit.
  • Rolls - improved handling of Make up Days

2017-07-14

  • Parent Payments - Improved editing and audit trail for parent payments
  • Daily sign in sheet - added alternative layout from customer request
  • Wailist - wailist priority can be reassigned without leavingf waitlist
  • Import Process - fixed handling of special need affecting some imports
  • Statements - fixed Date Produced on statement showing in UTC instead of local time

2017-07-07

  • Parent Statements - fixed display of daily hrs when additonal hrs sessions are included
  • Attendances - Added Weekly Attendance sign in sheet
  • Attendances - Added option to bulk add fees to all children with an attendance that week
  • Attendances - Fixed layout issue where session codes may be hidden when attendance is cancelled
  • Occupancy Graph - improved layout to cater for centres with more than 6 rooms
  • Rolls - fixed issue where cancelling an attendance record multiple times may lead to duplicate entries in the roll

2017-06-30

  • Parent Portal - extended staff edit of matching details to include parent and child gender
  • Statement Generation - fixed incorrect record of email count when switching between emailing enabled / disabled
  • Fee Estimates - added link to govt fee estimator that provides CCB/CCR and CCS estimates
  • Aged Debt Report - fixed calculation of aged debt when a refund put parent balance briefly in credit

2017-06-23

  • Parent Portal - Added bulk and individual onboarding functions to parents list and parent screen
  • Parent Portal - Service can customise content of onboarding email in the Org setup screen
  • Parent - Parent details shows status of parent portal account, if registered and last login
  • Room Setup - Service can now customise colours associated with each room in the occupancy graph
  • Statements - Weeks of projected fees now shows the daily sessions booked

2017-06-16

  • Update security certificates and turned off support for TLS 1.0 for improved security
  • Payments - Added new payment Type Payroll Deduction
  • Parent Account - Attendance charges on parent balance now has ‘drill in’ to the attendance detail

2017-06-09

  • Daily Roll - added filter by session code
  • Daily Roll - Sortable by Child First Name / Child Last Name
  • Daily Roll - Fix handling of Cessation of Care
  • Online Application - Staff can correct matching details before approving
  • VAC Program - mark individual activities as CLOSED
  • Online Application - REQUEST FOR INFORMATION email now contains link to the specific application

2017-06-02

  • Online applications - improved handling of merging updates
  • Online applications - wording tweaks based on customer feedback
  • Custom Questions - view / edit on child profile
  • Online applications - improved handling when submitted details not exact match for information on file
  • Booking Report - Age calculations wrong in some situations : FIXED
  • Daily Roll - Added ‘one click absence’ column
  • Daily Roll - Added Absence count
  • Daily Roll - Added Session code column

2017-05-28

  • Addtional tabs on Applications menu to access approved , information requested , incomplete applications
  • Earlyworks integration improvements
  • Fix occupancy graph calculations where child has multiple sessions on same day
  • Added markdown support for document descriptions
  • Additional columns on weekly attendance screen : enrolment type , parent gap amount , CRK indicator
  • Removed captialisation forcing from parent & child name fields
  • Markdown support added to document descriptions
  • Removed limit on number of weeks to project

2017-05-14

  • Support for Vacation Programs in Parent Portal
  • Add customisable ‘Supplementary Questions’ section to online application and child profiles
  • Auto close booking when enrolment is exited
  • Added Preschool , JFA , CRK , TFH and Nominated Hours to booking for auto populating session / attendance records
  • Improved searching now includes enrolments and combines parents , children and enrolments into a single result list
  • Child and Parent pick lists now allow name searching
  • Removed restrictions on parent and child screens preventing partial updates
  • Improved Fee forecasting to adapt to sudden changes in parent’s rates
  • Modify session code from roll and attendance screens
  • Update booking report to show JFA and Preschool flags