nCORESubmissionsInbox Open Button in Inbox: Added an "Open" button to navigate directly to the Submission Details screen from the Inbox after a submission has been assigned. Permit Number in Inbox: The permit number is now displayed in the Form Name column of the inbox list if the submission is a permit change form.
Submission Packages Multiple As Needed Forms in a Package: Updated form set due date type options for submission packages forms to include 'As Needed - Allow Multiple Drafts' to support the ability to add the same form multiple times to a submission package. Status Change Validation Warning: Added new validation rule to warn the user if a submission package has any schedules that are currently on hold. Correction Request Due Date: Added due date for correction requests to submission packages displayed on site dashboards. In cases where there are multiple submissions with correction requests, the oldest due date is displayed. Deletion of Abandoned Drafts for Submission Packages: The nightly batch process was updated to delete a submission package if the last form in a package is deleted.
Editable Admin and Review Dates: Admin Complete and Review Complete Dates are now editable after save. Site Submission List: Updated the Site Submission List to order by the submission received date to display the most recent submissions first. Invoice Due Date: Added "Invoice Due Date" to the "Add Fee" Pop up on Submissions.
SchedulesReporting Period End Date: When Specific Due Date is selected, the Reporting Period End Date is now editable after the schedules have been created. Flexible Reporting Period Display Formats: It is now possible to control how Reporting Period Start and End dates are displayed on schedule list screens. Start and end dates can either be hidden or displayed in a specified format (MM/DD/YYYY, MM/YYYY, or YYYY).
Compliance ActionsRegulated Entities (Sites, Persons, Organizations)Core Detail Edit Configurability: Developed a new configuration deployment option that restricts editing of core site details (Designated Name, Address) after certain conditions are met (submission completed, permit issued, compliance action issued).
EvaluationsDocument ManagementWorkflow and TasksSystem Actions / NotificationsTrigger a Notification Based on Aging: Notifications can now be triggered based on how long a submission, permit, evaluation, or compliance action has been in a particular status. For example, a notification can be sent to specified users if a submission has been on hold for more than 30 days.
FinancialsPurchase Order Multiple Payable Items: Implemented the ability to itemize charges for Purchase Orders and specify payments for payable items. Payable Item Types Maintenance: Added a new admin page to maintain Payable Item Types. Program Preference Toggle: Added the ability to filter the financial list screen by the current internal user's program areas. Invoice Due Date: Added "Invoice Due Date" to the Ungrouped Invoice Screen within Invoice Set.
PermitsBulk Delete Permit Features: Added the ability to bulk delete permitted features. This is particularly useful when splitting a permit into multiple permits, which by default, copies all permitted features to the target permit.
Public NoticeDisallow Comments Option: Administrators can now configure Public Notices to be informational only and disallow comments. This can be configured on the Event Type. When configured, the option to add comments is not available for the public or for internal users. Document Updates: Public Notice - Documents Manager can now update documents for active PN Events. Submission Package Number Display: Public notices of submissions that belong to a submission package now display the submission package reference number.
CSO / SSOViolationsGUI - Navigation, Routing, Usability, StylingMy Account / User AccountsInvitation Deletion Logging: When an invitation is deleted, if the invitee has an account, the deletion audit record will be visible on the invitee's User Edit History screen. Alternate Permit Number: If an alternate permit number exists for a permit, it is now displayed on the external detail page.
Excel (EDD) UploaderAdministrationBulk Assign Sites to External User: Added the ability to bulk assign a set of sites to an External User that another external user has access to. Form Preview: Enabled form preview from the Admin Forms List.
LookupsCompliance Action Types: Added a Program Area column with a column filter to the Compliance Action Types Lookup List. Lab Certification Methods: Added new admin lookups page for Parameter Lab Certification Methods. Compliance Action Number Prefix: Added a user-friendly numbering scheme description to the Compliance Action Number Prefix.
Record RetentionNew Functionality: Scheduled Purge Processes: A scheduled process runs bi-weekly to purge records and documents that have been approved for deletion. This process includes automatic database backups prior to deletion, ensuring data safety and traceability. Archiving Prior to Purge: Administrators can configure retention rules to specify that all documents purged by the rule should be archived to a zip file. This archive consists of a zip file containing metadata for the records plus the documents for archival. Purge Execution and Traceability: When a record-level retention rule is executed, any documents related to the rule are also deleted. The purge process ensures that all actions are traceable, with detailed logs and history tables providing a clear record of what was purged and why.
Note: The Purge functionality is being rolled out for initial acceptance testing by the client who funded it. Once testing is complete, it can be made available for testing by other clients. In the meantime, retention rules may be defined, and records may be identified/approved for purge.
ADA ComplianceContrast and Visibility: Addressed multiple ADA-related issues through increased button border contrast, site context contrast, input borders, and column filter contrast for ADA compliance. Page Header Reflow: Fixed reflow so list page headers render properly at 320px width/1280px 400%.
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