Mount Rainier Prerelease Notes
We are excited to announce that the Mount Rainier Release has been tentatively scheduled for the week ending Friday, November 6th!
This release will occur on or after Thursday, November 5th.
These are the features and enhancements that may be included in the Mount Rainier 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
Documentation
The MediTract CLM User Guide (accessed through the Help button in the menu bar) is being reorganized into a user-friendly knowledge base. Here are a few of the improvements you’ll see:
Topic-based pages
Better searching
Appendices containing information beyond the scope of how to do a thing
If you’ve bookmarked any pages in the online user guide, these updates will break those bookmarks. We promise to make it worth it!
Tables
Sunsetting Feature: Sorting by Entity, Site, and Department
Throughout the app, tables will no longer be sortable by the following attributes: Entity | Site | Department
Because these fields can contain multiple values, their sorting is indirect and cumbersome. Removing the sorting capability from these columns will improve performance.
Users will still be able to filter by Entity, Site, and Department, as well as other attributes.
Users will still be able to sort by other attributes.
Workflows
Document & Attachment Continuity
When initiating an amend/extend/renew/terminate workflow from an existing contract, users will be able to select documents and attachments in the contract file to import into the new workflow.
This will replace the tedious process of downloading documents from the contract summary page, and then uploading them into the workflow.
PM2-6200 When initiating an amend/extend/renew/terminate workflow from an existing contract, users will be able to select attachments in the contract file to import into the new workflow.
On the initiation screen, a cloud icon will display on the Attachments panel. Clicking it will open the import attachments from existing contract modal.
The modal will contain an attachments table like the one in the Attachments tab on the contract summary page.
PM2-6205 When initiating an amend/extend/renew/terminate workflow from an existing contract, users will be able to select documents in the contract file to import into the new workflow.
On the initiation screen, a cloud icon will display on the Documents panel. Clicking it will open the import documents from existing contract modal.
The modal will contain an attachments table like the one in the Attachments tab on the contract summary page.
If there are no documents or attachments to import from a contract, then the Import button in the modal will be disabled. Hovering over the button will reveal a tooltip stating that there are no documents to import.
PM2-6141 Upon clicking Initiate Workflow, the user will see a confirmation modal.
If the Initiator imported neither attachments nor documents, then the confirmation will ask, ”Are you sure you would like to continue in the workflow without importing any attachments or documents from the existing contract?”
If the Initiator imported no documents, then the confirmation will ask, ”Are you sure you would like to continue in the workflow without importing any documents from the existing contract?”
If the Initiator imported no attachments, then the confirmation will ask, ”Are you sure you would like to continue in the workflow without importing any attachments from the existing contract?”
If the Initiator imported both documents and attachments, then the confirmation will not appear.
Document & Attachment Management
Admins and Phase Owners will be able to sort and filter attachments in workflows in a manner similar to what they can do in the Attachments tab on a contract summary page.
PM2-6172, PM2-6570 Attachments for workflows, vendor profiles, and provider profiles will be managed within a modal.
To open the manage all attachments modal, click the new Manage All button at the bottom of the Attachments panel.
The Manage All button will display the total attachment count.
To avoid overcrowding the screen:
In workflows, the Attachments panel will display the five most recently uploaded attachments.
In vendor and provider profiles, the Attachments panel will display the ten most recently uploaded attachments.
The modal will contain an attachments table like the one in the Attachments tab on the contract summary page.
PM2-6232 Confidential attachments will only be available to those who would normally have access them.
Contracts
Explicit Access
This feature will not be released as part of Mount Rainier. However, to facilitate learning, we are sharing information about it in advance.
Explicit access will fulfill the need of providing or denying access to a single contract for individual users. Here are some use cases:
Hiding highly sensitive compensation information
Granting a Requestor access to a contract they requested
Allowing a user to access a single contract of a given Location and/or Contract Type without giving that user access to other similar contracts
Explicit access will override permissions for a specific contract in one of two ways:
Access Inclusion will grant an individual user access, at a Moderator or Editor level, to a contract that their permissions would normally prevent them from seeing.
Access Exclusion will prevent one or more users from accessing a contract that their permissions would normally allow them to view or edit.
Explicit access will facilitate access to and restriction from individual contract files. It will not apply to workflows or timesheets.
Sunsetting Feature: Keyword Search
The keyword search bar above the Contracts table will be retired.
The full text search bar (in the top right corner throughout the app), which is far more powerful, has rendered it unnecessary.
Removing the keyword search bar will improve performance.
TERMS
Timesheet Form Templates
This feature will not be released as part of Mount Rainier. However, to facilitate learning, we are sharing information about it in advance.
Admins will be able to create timesheet-specific form templates, which will allow them to capture supplemental information that is not included in the standard timesheet form.
Custom fields will capture additional information, typically used for reporting or for integrating with third-party systems.
Attachments and links will provide easy access to reference materials such as policy documents.
PM2-5712 Admins will be able to create timesheet-specific form templates in the form template builder.
PM2-6559 In the form template builder, if Timesheet is selected as the Form Type, then the Attachment field will be hidden in the Available Fields.
The Attachment field type serves as a prompt for a workflow participant to add an attachment.
Because only an Admin can enter custom field values in a timesheet workflow, the field is unnecessary on timesheet forms.
PM2-6159 Active timesheet forms will be available under Add New Timesheets.
Navigate to Explore > Contracts > Contract Summary Page > Timesheets tab > Add New Timesheets subtab.
At the bottom of the form, select a timesheet form template in the Add Timesheet Form dropdown.
PM2-6505 Active timesheet forms will be available under Edit Timesheet Schedule.
Navigate to Explore > Contracts > Contract Summary Page > Timesheets tab > Manage Scheduled Timesheets subtab.
Because the Admin will be unable to select a different timesheet form template, the Timesheet Form Template dropdown will be disabled.
The field values will be editable on Active timesheets.
The field values will be read-only on Cancelled and Completed timesheets.
Edits to field values will be applied to all timesheets associated with the configuration, including Active timesheets and timesheets generated after the edits are saved.
PM2-6496 On the Add New Timesheets form, the Timesheet Form Template dropdown will allow the Admin to select a timesheet form template to add to the timesheet.
Only timesheet form templates in Active status will be available for selection.
PM2-6500 When an Admin selects a timesheet form template under Add New Timesheets, that timesheet form will appear on the Add New Timesheets form.
PM2-6242, PM2-6272 Custom fields appearing on both the contract file and the timesheet form will sync automatically.
If an Admin edits a custom field value in a contract file, then the field value will also be updated in the contract’s associated timesheets.
Conversely, if an Admin edits a custom field value in a timesheet form, then the field value will also be updated in the associated contract.
PM2-6449 When the properties of a custom field are updated, those changes will automatically be applied to any applicable timesheet form templates.
The following custom field properties may be changed:
Input Type | Field Name | Number Formatting | Tooltips | Options
Updates to custom fields will be applied in the following places:
Timesheet form templates
Active, Locked, and Completed timesheets
PM2-6442 Admins will be able to apply certain changes made on the edit timesheet schedule form to active and locked timesheets.
This will facilitate common updates such as replacing the Timesheet Approver on an Active timesheet.
Changes will not be applied to completed timesheets.
PM2-6410 In the workflow template builder, timesheet form templates will be excluded from the list of available form templates.
This will prevent timesheet forms from accidentally being inserted into contract workflow templates.
PM2-6306 When a custom field is deleted, the application will check for its presence on timesheet for templates and timesheets.
If a custom field is on a timesheet, then it cannot be deleted. This follows the logic that prohibits deletion of custom fields that exist on active workflows and activated contracts.
If a custom field is on a timesheet form template but not a timesheet, then the timesheet form template will be added to the list of affected form templates that appears when an Admin deletes a custom field.