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Springer Mountain Part II Release Notes

These items were deployed on the morning of Tuesday, October 19th, 2021.

Part I of this release was deployed on the morning of Wednesday, September 29th.


General

PM2-5427 Global Search

To avoid potential performance issues, this feature will be turned on for customers in phases. You do not need to submit a request to have it turned on.

When global search has been turned on in your tenant, if you have a multi-organization tenant, you’ll see the current organization listed in the search bar.

The keyword search, accessed via the top right corner throughout the app, will be able to return results for every organization within a tenant that the user has access to search.

  • This will only affect multi-organization tenants.

  • Search results will be limited by your permission sets.


To conduct a global search:
  • PM2-8843 Select the organizations you want to search.

    • Click the org name to the right of the search bar.

    • In the dropdown, check the organizations you want to search.

    • To search all organizations within your permission sets, check All Orgs.

    • Uncheck any organizations you don’t want to search.

You must include the current organization in your search. (It is selected by default.) To go to another organization, click Cancel, click on the current organization name in the top left corner, then select an organization in the dropdown.

  • Click Save.

  • In the search bar, enter one or more keywords.

  • PM2-9227 To clear the search bar, click the X.
    The X has replaced the Clear button that was to the right of the search bar.

  • Strike Enter.
    PM2-8844 Your results will appear in a modal with four tabs: Workflows | Contracts | Vendors | Providers
    Each result tab lists items by descending relevance.

    • Click on an item to open it in a new browser tab.

    • To remove all items within a selected organization from your search results, click the X to the right of the organization name at the top of the modal.

    • To close the search results modal, click the X in the top right corner.

Search results within documents or attachments will take you to the workflow/contract/vendor profile/provider profile associated with the document rather than the document itself.

If there are no results, a “No Results” message will appear. To dismiss the “No results” message, click the X in the top right corner.


PM2-5715 You can export global search results to a CSV or XLSX file.

Only one tab of results may be exported at a time.

To export results:

  • Click on the tab you want to export.

  • Click on Export <tab name> Results.

  • Select the desired format: Export to CSV | Export to Excel
    The file will download in the selected format.


Permissions

PM2-7086 Partial Location Matching

A new type of location matching logic called Partial Match on Selected Leaf Nodes will replace the existing Permission Node system.

A single location node on the comparison location that corresponds to any selected leaf node on the reference location will be sufficient for a match.

This approach is more intuitive and more precisely matches a user's access to contracts and workflows with their permissions as set by the Admin.

This logic will only apply to permission checks associated with locations; it will not affect User Roles or Contract Type permissions.

NOTHING WILL CHANGE FOR EXISTING CUSTOMERS AT THE TIME OF THIS RELEASE!

This functionality will be controlled by a backend toggle at the tenant level. Turning it on may substantially affect user permissions, and in some cases require a comprehensive reconfiguration of user permissions.

Additionally, some (but not most) customers have the keyword search bar above the Contracts table toggled on. This feature is incompatible with some of the technology powering Partial Location Matching. Therefore, these customers must have that feature toggled off before they can have Partial Location Matching toggled on. We recognize that these customers appreciate the convenience of Contracts keyword search; we will further enhance the global search feature to make up for eventual loss of Contracts keyword search.

We will eventually sunset the current Permission Node system.

Professional Services will work with each customer to ensure that users' Contract Location permissions are reconfigured in a way that meets their needs.

When your organization is ready to switch to Partial Location Matching, your MediTract CLM Admin should request that Partial Location Matching be turned on for your tenant. 

If your tenant still has the keyword search bar above the Contracts table, you’ll need to submit a separate request to have keyword search turned off for your tenant before submitting the request to have Partial Location Matching turned on.

This will apply in the following situations:

  • Selecting a workflow template

    • Initiation

    • Reassign

    • Approval of a request workflow

  • Selection of a user available to take part in a workflow

    • Phase management

    • Participation

    • Proxy placement

    • Placement from a User Group

  • Access to a particular contract

  • Selection of a user on a workflow template

    • Phase management

    • Participation

    • Trigger placement

  • Population of lists of contracts

    • Reporting

    • Contract Library

    • Vendor/Provider records

    • Selection lists available for contract linking and Initiation

  • Population of lists of workflows1

    • Reporting

    • Worklist

    • Vendor/Provider records

  • Selection of available Approved Language in a workflow2

  1. For most roles, access to a given workflow (and thus display of that workflow in a list) is dependent upon involvement.

  2. Approved Language location matching has always relied on this system.


TERMS

PM2-8084 Tracking Total Compensation

This feature, which tracks total compensation to providers, will allow customers to:

  • Report on total compensation records, filtering by contract, provider(s), and/or time period.

  • Add, edit, and delete tracking records for contracts.

  • Configure alert notifications for when the total compensation paid is approaching or exceeding the set maximum.


Compensation in Contract Summary Page > Timesheets

PM2-6689 Max compensation tracking records will be managed in the new Compensation sub-tab under the Timesheets tab on the contract summary page.

This sub-tab will only be visible to Admin users.

PM2-6713 In the Compensation sub-tab, max compensation tracking records will appear in a standard table with the following columns: 

Tracking Record Name | Initial Compensation | Compensation Tracking Period Type | Total Compensation | Max Compensation | Timesheet Reporters | Tracking Start Date | Tracking End Date

PM2-8087 The Filter Table, Manage Columns, and Export widgets will be available on the Compensation table.

PM2-6613 If total compensation reaches the warning threshold, the following message will appear above the table in the Compensation sub-tab: Compensation Approaching Maximum Limit

A warning icon (red triangle with exclamation point) will appear on the record in the table.

PM2-6726 If total compensation exceeds the maximum compensation, the following message will appear above the table in the Compensation sub-tab: Compensation Exceeds Limit

A warning icon (red triangle with exclamation point) will appear on the record in the table.

PM2-6712 Admins will be able to see edits to compensation records via the View Change History link above the Compensation table.

Clicking the link will open a change log with the following columns: Tracking Record | Field | Change | User | Time


To add a max compensation tracking record:
  • Go to the contract summary page, then open the Timesheets tab. 

  • Click Add Maximum Compensation Tracking Record.

  • PM2-5308 In the modal, enter or select the field values.

    • Optional: Include initial compensation.
      For customers migrating from symplr MediTract TERMS, this is the compensation earned prior to migrating to symplr Contract. If entered, it is added to the total compensation for the first record created.

    • PM2-8097 Maximum Compensation Tracking Period

      • Timesheet (will prompt you to select Timesheet Configuration)

      • Weekly (will prompt you to select Tracking Start Date and Tracking End Date)

      • Bi-weekly (will prompt you to select Tracking Start Date and Tracking End Date)

      • Monthly (will prompt you to select Tracking Start Date and Tracking End Date)

      • Annually (will prompt you to select Tracking Start Date and Tracking End Date)

      • Custom Dates (will prompt you to select Tracking Start Date and Tracking End Date)

    • Optional: Maximum Compensation Allowed

      • Optional: Approaching Maximum Compensation Threshold Alert 
        Select Fixed (default) or Percent.

      • Enter the dollar amount or percent that will trigger the alert.

    • Tracking Record Name
      PM2-8887 The Tracking Record Name must be unique. The name will default to the selected Maximum Compensation Tracking Period and the name of the Timesheet Reporter on the selected Timesheet Configuration, for example: Weekly – Zoe Smith

    • Optional: Enter any notes.

    • Click Save.
      The record will appear in the compensation table.

PM2-6736 To edit a max compensation tracking record:
  • In the Compensation table, click on the record you want to edit.

  • In the modal, edit any of the following fields as needed:

    • Include Initial Compensation

    • Maximum Compensation Allowed

    • Notes

  • When finished, click Save.

    • To exit without saving changes, click Cancel.

PM2-6737 To delete a max compensation tracking record:
  • In the Compensation table, click on the record you want to delete.

  • In the edit modal, click Delete.

  • In the confirmation modal, click Delete.

    • To exit without deleting the record, click Cancel, then click Cancel in the edit modal.


Compensation in Timesheet Workflows

PM2-3477 Max compensation tracking records for a timesheet will appear in the new Compensation tab on the timesheet workflow.

In the Compensation tab, maximum compensation tracking records will appear in a standard table with the following columns: 

Tracking Record Name | Initial Compensation | Compensation Tracking Period Type | Total Compensation | Max Compensation | Timesheet Reporters | Tracking Start Date | Tracking End Date

  • The Filter Table, Manage Columns, and Export widgets will be available on the Compensation table.

  • PM2-8104 This tab will be visible in all phases, to all participants in the timesheet workflow, as well as Admins.

  • This tab will be read-only.

  • Max compensation tracking records will only appear if the Timesheet Reporter for the workflow is the Timesheet Reporter on the Mac compensation tracking record.

  • Alerts for approaching and exceeding maximum compensation will appear in the table.


Notifications

PM2-6973 When the total compensation paid during a specified date range reaches the warning threshold, the Approver(s) and Financial Reviewer for the applicable timesheet will receive the following in-app (bell) notification: 

The total compensation for <Time Reporter> is approaching the set maximum. View the total compensation <link to timesheet compensation tab>.

PM2-8158 When the total compensation paid during a specified date range reaches the warning threshold, the Approver(s) and Financial Reviewer for the applicable timesheet will receive the following email notification: 

Subject

Total Compensation Approaching Set Maximum

Body

Dear <Recipient First Name>,

The total compensation for <Time Reporter> is approaching the set maximum. View the total compensation <link to timesheet compensation tab>.

PM2-6974 When the total compensation paid during a specified date range exceeds the set maximum, the Approver(s) and Financial Reviewer for the applicable timesheet will receive the following in-app (bell) notification: 

The total compensation for <Time Reporter> exceeds the set maximum. View the total compensation <link to timesheet compensation tab>.

PM2-8158 When the total compensation paid during a specified date range exceeds the set maximum, the Approver(s) and Financial Reviewer for the applicable timesheet will receive the following email notification: 

Subject

Total Compensation Exceeds Set Maximum

Body

Dear <Recipient First Name>,

The total compensation for <Time Reporter> exceeds the set maximum. View the total compensation <link to timesheet compensation tab>.

PM2-9072 Users can manage their preferences for in-app and email notifications for max compensation in Account Settings > Notifications > TERMS Notifications:
  • Total Compensation Approaching Set Maximum

  • Total Compensation Exceeds Set Maximum

PM2-9074 Super Admin users can add custom text to email notifications for max compensation in Admin > Application Settings > Email Management:
  • Total Compensation Approaching Set Maximum

  • Total Compensation Exceeds Set Maximum


Reporting

PM2-8579 Admin users will be able to report on Maximum Compensation Allowed.
  • The Maximum Compensation Allowed field only shows a value if the maximum compensation allowed is set for timesheets. 

  • If there are multiple Maximum Compensation Allowed records for the same timesheet, then the lesser value will be shown. 


Bug & Defect Fixes

PM2-9272 DEFECT FIX When a form was in multi-page view, several sections were blank and the Next button failed to display.

This has been fixed; the full form will be visible in the workflow, as expected.


PM2-9437 DEFECT FIX Pulse Check surveys became uneditable after retraction.

This has been fixed; upon retraction, the Pulse Check survey will retract to the previous phase, as expected.


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