Mount Rainier Release Notes
These items were deployed to production the morning of Thursday, November 5th, 2020.
Tables & Reporting
Sunsetting Feature: Sorting by Entity, Site, and Department
Throughout the app, tables can no longer be sorted 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 has improved performance.
You can still filter by Entity, Site, and Department, as well as other attributes.
You can still sort by other attributes.
PM2-6534 The available columns in the Providers tab have been updated.
Credential is now available in the Filter Table and Manage Columns widgets.
The Vendor Code column has been removed because it doesn’t apply to Providers.
PM2-5583 The Description field is now available in the Workflows tab.
Description is now available in the Filter Table and Manage Columns widgets.
Vendor & Provider Directories
PM2-6475 In Provider profiles in which the Type is Individual, the following credentials are now available in the Credentials dropdown:
DPM
CRNA
CNM
PM2-6208 In Vendor and Provider profiles in which the Type is Individual, the following credentials are now available in the Credentials dropdown:
DO
DMD
DDS
DPM
PharmD
PhD
ENT
User Directory
PM2-3430 In the user directory, users' names are now separated into First Name and Last Name.
First Names and Last Names can be filtered and sorted separately.
This change only applies to the User Directory. Users' first and last names are still in a single field, Names, in Reporting > Users. The change will be applied to Reporting > Users in a future release.
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 and attachments from the contract summary page, and then uploading them into the workflow.
Documents
Appear in the document viewer and are listed in the Document Versions panel within workflows.
Appear in the Documents tab and are listed in the Document Versions panel within contract summary pages.
Attachments
Are listed in the Attachments panel within workflows.
Appear in the Attachments tab within contract summary pages.
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 above 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 above 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.
If you skip importing documents and attachments upon initiation, you can still do it the old way—download from the contract summary page, then upload into the workflow.
Even after you activate the new workflow, you can still view documents from the previous contract version. On the contract summary page, click the caret to the left of the Contract Name, then select the version you want to see in the dropdown.
Instructions
You can filter, sort, manage columns, and export within the tables, as well as preview and download the documents or attachments.
To import documents into a workflow (when initiating an amend/extend/renew/terminate workflow from an existing contract):
On the initiation screen, click the cloud icon above the Documents panel.
The import documents modal will open.
In the modal, check the boxes to select any documents you want to import.
Check the box at the top of the table to select all.
To view only the selected documents, click the Selected tab above the table.
Click Import.
The modal will close, and you’ll still be on the initiation screen.
The selected document (or documents) will appear in the document viewer and be listed in the Document Versions panel in the workflow.
CONTRACT DOCUMENTS ARE NO LONGER AUTOMATICALLY IMPORTED INTO THE NEW WORKFLOW. If you do not select any contract documents to import into the workflow, then you will have to manually upload them into the workflow.
To import attachments into a workflow (when initiating an amend/extend/renew/terminate workflow from an existing contract):
On the initiation screen, click the cloud icon above the Attachments panel.
The import attachments modal will open.
In the modal, check the boxes to select any attachments you want to import.
Check the box at the top of the table to select all.
To view only the selected attachments, click the Selected tab above the table.
Click Import.
The modal will close, and you’ll still be on the initiation screen.
The selected attachment (or attachments) will be listed in the Attachments panel in the workflow.
PM2-6232 A confidential attachment can only be viewed and imported by the user who uploaded the attachment or the users who were given permission to access the attachment.
Attachment Management
Users can now sort and filter attachments in workflows and vendor and provider profiles in a manner similar to what they can do in the Attachments tab on a contract summary page. This functionality is available to all users who can upload attachments within workflows and vendor and provider profiles.
PM2-6172, PM2-6570 Attachments for workflows, vendor profiles, and provider profiles are managed within a modal.
The Manage All button at the bottom of the Attachments panel opens the manage all attachments modal.
The Manage All button displays the total attachment count.
To avoid overcrowding the screen:
In workflows, the Attachments panel displays the five most recently uploaded attachments.
In vendor and provider profiles, the Attachments panel displays the ten most recently uploaded attachments.
The complete list of attachments is available in the modal, excluding confidential attachments if applicable.
The modal will contain an attachments table like the one in the Attachments tab on the contract summary pages.
The following columns appear by default:
Actions (static column)
Category
Filename
Confidential
Visible to External Party
Effective Date
Expiration Date
Subject
Notes
This column will display a max of 20 characters. Hover over the ellipsis (…) to reveal the full note.
Column sorting and pagination functions behave as they do in other tables throughout the app.
The modal has the Manage Columns widget. In addition to the default columns, the following columns are available in the widget:
Created By
Created On
Modified By
Modified On
The modal has the Filter Table widget. Filtering is available for the following attributes:
Category
Confidential (Yes or No)
Created By (type-ahead picklist of relevant users)
Created On (date range picker)
Effective Date (date range picker)
Expiration Date (date range picker)
Filename
Modified By (type-ahead picklist of relevant users)
Modified On (date range picker)
Notes (contains)
Subject (contains)
Visible to External Party Visibility (Yes or No)
The Action column is always the first column in the attachments modal. It contains the following actions in each row:
Click View to open the attachment in the document viewer.
In the document viewer, the Download, Upload, and View History actions will be available.
When a user uploads a new version, the filename, date and timestamp, and user’s display name will be recorded under View History.
Any previous versions will be available under View History.
Click Edit to open the edit attachment modal.
Click Download to download the attachment.
Click Delete to delete an attachment.
You’ll see a delete confirmation popup.
The Export widget is available in the attachments table. The table can be exported as an XLSX or CSV file.
Contracts
Sunsetting Feature: Keyword Search
The keyword search bar above the Contracts table has been 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 has improved performance.
PM2-6565, PM2-6458 By default, searching the Contracts table will only return the first 500 results.
Limiting the query has improved performance.
In organizations containing over 500 contracts, if you keep going to the next page, near the end of those results, the next batch of 500 will load. This will continue until there are no more results.
Sorting and/or filtering will reset the number of contracts in the table to 500. However, the next batch will load as you approach the last page of results.
To build a table/report containing more than 500 contracts, go to Reporting > Contracts.
Sunsetting Feature: Toggle to Limit Search Results to 1000
The backend toggle for limiting search results in the Contracts table to 1000 has been retired.
This toggle was OFF by default; it was implemented to address performances issues in large databases.
Limiting search results in the Contracts table to 500 has rendered this toggle obsolete.
Admin
PM2-6828 DEFECT FIX Attempting to delete a permission set from a user profile returned a blank error.
The error was caused by the amount of data being queried; the order of the query has been changed.
A logic error caused the message to be blank; this error has been corrected.
Admins can now delete permission sets as expected.