We are excited to announce that the Mount Olympus Release has been tentatively scheduled for the week ending Friday, September 4th!
This release will occur on or after Wednesday, September 2nd.
These are the features and enhancements that may be included in the Mount Olympus Release. Please note that this list is subject to change.
These items are currently undergoing testing for quality assurance. If our QA team deems an item unfit, it will not be released. This means that we might not release everything on this list.
To avoid surprising you, we will not release any major change that is not on this list.
We will still publish full notes on the day of the release. Here’s what you’ll find in those that you don’t see here:
A complete list of the features and updates that were actually released
Detailed instructions on how to use new features
Bug fixes and defect fixes
Minor tweaks to the UI that improve the user experience without substantially changing it
Filter Logic for Action Types
When initiating a workflow on an existing contract, the Action Types dropdown will be filtered based on applicable workflow templates.
This will improve the experience of the user by only showing them valid selections in the Action Type dropdown.
The user will have to select a Contract Location and a Contract before selecting the Action Type.
This is slightly counterintuitive because the Action Type field is above the Contract field.
For an Action Type to appear in the Action Type dropdown, there must be a workflow template associated with that Action Type, as well as the selected Contract Location.
DocuSign Envelope Voiding with Retraction
Currently, if a workflow is retracted to the Signature Phase or any phase before it, nothing happens to any sent DocuSign envelopes. This can result in multiple versions of a document being out for signature.
Voiding any DocuSign envelopes for turns negated by workflow retraction will avoid the confusion inherent to this situation.
When a workflow is retracted to the Signature Phase or any phase before it, any associated DocuSign envelopes will be voided.
If a workflow is retracted to a phase after the Signature Phase, any associated DocuSign envelopes will not be voided.
In case of multiple Signature Phases, only those meeting the retraction criteria will be voided.
For example, if a workflow has two Signature Phases and the Phase Owner retracts the workflow to the beginning of the second Signature Phase, the DocuSign envelopes in the first Signature Phase would be unaffected.
DocuSign Signature Status Check
Occasionally, a DocuSign error may cause CLM and DocuSign to get out of sync. This can result in a fully executed document needing to be retracted and handled manually.
Providing a way for the Phase Owner or Admin to request an updated DocuSign status from within the CLM workflow will help avoid these unnecessary steps.
In a digital Signature Phase, the Phase Owner or Admin will be able to click a button in the workflow to request the status from DocuSign.
This button will be available to the Phase Owner or Admin in a digital Signature Phase in which the phase has been submitted for signatures but has not been completed.
Upon clicking the button, the user will see a confirmation message stating that CLM is retrieving the status from DocuSign.
Role Manager (User Groups)
Admins will be able to designate default assignees within new and existing user groups.
This will utilize the existing Default Assignee checkbox in the user profile.
Whenever possible, the system will assign a Default Assignee to a workflow instead of picking a member of the User Group at random.
Newly added permissions-based filtering logic will make it easier to create and edit User Groups based on Role, Locations, and Contract Type permissions.
Within the user group management screen, the Admin will be able to export Default Assignments as well as the permissions of User Groups members (as CSV or XLSX).
The new role of Timesheet Assistant (proxy in PM1) will allow designated users to add, edit, and delete time entries on the behalf of Timesheet Reporters (Providers).
The Timesheet Assistant cannot certify a timesheet. Only the Timesheet Reporter or an Admin can do that.
The Timesheet Assistant will be selected by the Admin when adding or editing a timesheet.
In the case of editing, the Timesheet Assistant will be applied to all future generated timesheets.
To be available for selection as a Timesheet Assistant:
The user must have a Timesheet Assistant role.
The user must be listed as a Provider Contact in the applicable Provider Profile.
Timesheet Certification Deadline
Admins will be able to add a Certification Deadline to each timesheet.
Timesheets not certified by the Certification Deadline will be locked.
Locked timesheets will need to be unlocked by an Admin.
When the Admin unlocks a timesheet, she’ll be prompted to select the number of days until the timesheet is locked again.
Locked timesheets will only appear in the Worklist when Include Previously Completed Items is toggled ON.
The new label “Timesheet Type” will help Timesheet Reporters (Providers) with multiple timesheets for a single time period differentiate between those timesheets.
For example, the Provider may have two different timesheets within the same period for two different roles, such as Trauma Surgeon and ED Doctor.
The Admin can assign different Timesheet Types to each of these timesheets so that the Provider can easily identify them in the Worklist.