Thunderbolt Peak Prerelease Notes
We are excited to announce that the Thunderbolt Peak Release has been tentatively scheduled for the week ending Friday, December 8th!
This release will occur on or after Wednesday, January 6th.
These are the features and enhancements that may be included in the Thunderbolt Peak Release. Please note that this list is subject to change.
The prerelease notes are essentially a summary, or abstract, of the release notes that will be published the day of deployment. If you read the prerelease notes and not the release notes, you will miss details regarding major features, as well as minor changes and defect fixes that cannot be published this far in advance of a release.
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 (help.tractsoft.io) 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!
Workflows
Phase Mediator User Role
This new user role is essentially a Phase Owner with fewer privileges. It meets the business need of organizations that want a user to manage one or more workflow phases, but do not want that user to have all the privileges associated with being a Phase Owner.
Here are a few things a Phase Owner can do that a Phase Mediator will not be able to do:
Complete a phase before all sequenced participants have taken action.
Skip a participant or complete a participant’s turn.
Remove a participant sequenced by an Admin, the workflow template, or a trigger.
Retract to a previous phase.
Reassign or cancel a workflow.
If the Phase Mediator sees the need for one of the aforementioned actions, they should tag an Admin in a comment on the workflow.
Throughout the UI, references to the Phase Owner that could also apply to the Phase Mediator will be renamed Phase Management.
Each phase in a workflow must have a Phase Owner or a Phase Mediator. A single phase cannot have both.
If a phase has been assigned a Phase Mediator, then that user can only be replaced with another Phase Mediator.
Likewise, a Phase Owner can only be replaced with another Phase Owner.
Contracts
Permission Overrides (Explicit Access in MediTract Classic)
Permission overrides 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
Permission overrides can be applied to a specific contract in three ways:
Access Inclusion will grant an individual user access, at a Contract 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.
Set to Private will restrict access to all but the following:
Admins and Responsible Parties
Users given a Contract Moderator or Editor role via Permission Overrides
Other Party Contacts who are also External Party users.
Permission overrides will facilitate access to and restriction from individual contract files. They will not apply to workflows or timesheets.
Under Explore > Contracts > Reporting, new columns and filters will allow reporting on permission overrides:
Permissions Overridden? can be filtered for true/false.
Access Exclusions can be filtered for Username (as opposed to First Name, Last Name), with the Any/All toggle.
Access Inclusions can be filtered for Username, with the Any/All toggle.
To access permission overrides:
Navigate to the contract summary page.
Expand the Permission Overrides panel.
Only Admins can control permission overrides.
Permission overrides cannot be applied to Admins.
To set the contract to Private:
Switch ON the Private toggle.
Only these users will see the contract:Admins
Responsible Parties
The Other Party Contact if they are also an External Party user
Any user given Editor or Moderator access to the contract via Permission Overrides
To grant a user access to the contract:
Click (+) Add user override.
In the override permissions modal, select a user.
Select a role to grant the user:
Editor
Moderator
To apply permission overrides for another user, click (+) Add Permission Override.
When finished, click Add.
The users and their permission overrides will be listed in the Permission Overrides panel.To exit without saving changes, click Cancel.
To exclude a user from access to the contract:
Click (+) Exclude standard user.
In the exclude standard users modal, select one or more users.
When finished, click Add.
ORClick (+) Add user override.
In the override permissions modal, select a user.
Select No access.
To apply permission overrides for another user, click (+) Add Permission Override.
When finished, click Add.
The users and their permission overrides will be listed in the Permission Overrides panel.To exit without saving changes, click Cancel.
To remove a user’s permission overrides:
In the Permission Overrides panel, click the red trash can for the user.
There is no delete confirmation and this action cannot be undone. If you accidentally delete a user’s permission overrides, simply add them again.
TERMS
Alerts for Contract Location Changes
If you change the Contract Location during an Amend, Extend, or Renew workflow for a contract with active timesheet configs, then any Timesheet Activities associated with the original Contract Location will be removed from those active timesheet configs.
An Admin will need to add Timesheet Activities for the new Contract Location to the active timesheet configs, as updating the Contract Location will not add Timesheet Activities for the new Contract Location.
The following alert will appear when, during an Amend, Extend, or Renew workflow, you change the Contract Location for a contract with active timesheet configs:
Changing the Contract Location will affect every timesheet linked to this contract.
Removing a Contract Location from this contract will remove the Contract Location from any linked timesheets. It will also remove any Timesheet Activities associated with that Contract Location.
Adding a Contract Location will not add its associated Timesheet Activities to the linked timesheets.
After changing the Contract Location, go to Managed Scheduled Timesheets to review the Timesheet Activities for all linked timesheets. If you cannot update the linked timesheets, contact your Administrator before initiating this workflow.
If you remove the Contract Location during an Amend, Extend, or Renew workflow for a contract with active timesheet configs, then any Timesheet Activities associated with the original Contract Location will be removed.
If an active timesheet config has only one associated Contract Location, then removing that Contract Location will effectively cancel all scheduled timesheets for the timesheet config.
This will prevent the creation of timesheets without Contract Locations and Timesheet Activities.
The following alert will appear when, during an Amend, Extend, or Renew workflow, you remove a Contract Location that is the only Contract Location on an active timesheet config associated with the contract:
Removing a Contract Location from this contract will remove the Contract Location from any linked timesheets. It will also remove any Timesheet Activities associated with that Contract Location, which would result in timesheets without Timesheet Activities.
All scheduled timesheets without Timesheet Activities will be cancelled.