General Information

The SmartSimple platform is upgraded with new features and enhancements approximately every 2 to 3 months.

This page will provide a general overview of each upgrade, with links to the Wiki articles describing the new or updated features and how to use them. You can also subscribe to the Technical Journal that is sent out prior to each upgrade on the Newsletter Signup Page. (Unsubscribe here).

System Upgrade Process

The objective of the System Upgrade Process is to ensure that customers have a chance to review, without compromising the integrity of their production system, how their applications and information will work following the upgrade. In order to take advantage of this you will need to know how to access your backup instance of SmartSimple. If you need assistance with this either refer to the Backup Server and Testing Instances Wiki article, or contact the SmartSimple support desk.

Backup Server Update

Each backup server will be updated to the "release candidate" on the Tuesday prior to the upgrade date.
This update will provide for instance specific testing of release candidate, as you can log into your respective backup server and test the the changes against your most current data and configuration.
Internal staff will also be using these servers to perform instance specific testing.
The update will stay in place on the backup server for the Tuesday, Wednesday and Thursday of the update week.

Update Go/No-Go

Subject to satisfactory testing on both the pre-production server and the production backup servers, the go/no go decision will be made on Thursday at 12:00pm.

WebEx

There will be a Pre-Release WebEx session the week prior to each upgrade that will provide technical details on how to implement and use the new features and enhancements.
Topic: SmartSimple October Upgrade
Date: Tuesday, September 28, 2010
Time: 2:00 pm, EST
Meeting Number: 577 761 264
Meeting Password: Tech38
We have arranged a toll-free teleconference using the following numbers:

416-343-4997 (Local dial-in)
1-866-440-4486 (Toll free dial-in)
800-2355-0000 (Global dial-in)

• Teleconference ID: 8914632 • Webex Link: https://smartsimple.webex.com

Current Upgrade: October 2010

Click on any heading to go to the associated Wiki article for detailed information

Security

Primary Authentication Controller

Note: this is only relevant to clients that use multiple instances of SmartSimple.
This feature allows one instance of SmartSimple to authenticate users to gain access to a separate instance (the Authentication Member instance) without having to log in separately (Single Sign-On)
This access can be granted to all users, or limited to a subset of users.

Reporting on User Type and Access Type

The Access Type (Administration or Portal Interface, User Centric or Applicant Interface , Web Services User, No Access) and User Type (Global User Admin, Local User Admin, User) can be displayed in Reporting.

UTA Enhancements

Role-Based List Views

The List View of UTA records can now be defined separately for each user Role within the system.
User with multiple Roles will be able to select from each List View that is configured for their assigned Roles. The sequence these will be listed in the combo box can also be defined.
This feature is available at Level 1, Level 2 and Level 3.

Level 2 & 3 List View Colour

The List View at Level 2 and Level 3 can now be configured to be colour coded based on the Type instead of the Status
This is controlled within the List View setting at Level 2 and at Level 3, and can be set separately for each Role-Based List View.
If the Calendar is enabled (Application Configuration page - Level 1 settings section) you can determine if the Level 2 activities are colour coded by Status or Type.

Level 3 Activity List Batch Update

The Level 3 Activity List Batch Update feature allows the status of one or more Level 3 Activities to be changed directly from the Level 3 List View.
This includes both the List View of all Level 3 activities (if enabled) and the list of Level 3 activities at the bottom a Level 2 record.

Master Schedule Template

A Level 1 record can be configured to be a Master Schedule. When using the Level 1 Copy function on a Master Schedule, the Level 1 record will be copied along with all attached Level 2 records. A new Level 1 start date is selected, and the start and end dates on the new record will be offset to the same scheduled date ranges defined on the Master Schedule template and its Level 2 records.

Level 2 Assign By Role

When using the Restrict Contact Assignment by Role setting on Level 2 Types, you can now automatically assign the contacts on a Level 1 to the associated Level 2 records based on their roles assigned at Level 1 and the contact Role assignment restrictions in place on the Level 2 Type.
A manager permission controls the visibility of this feature.

Level 2 Side Scrolling

You can now use the navigation bar to move sideways between Level 2 records, the same way you can with Level 1 records.

Transaction Batch Update

Within a UTA you can use the Batch Update function to find Transactions that are not linked to a record within the UTA (orphans) and attach them to a selected Level 1 record.

Data Exchange

The Data Exchange has 3 new features:

The data exchange can now be configured to exchange Level 3 activities, restricted by Status.
Data Exchange Contact Creation can be enabled and configured to automatically create a contact upon unpack. For example the contact record for a Claimant can be created based on the First Name, Last Name, Phone Number and other details send as part of a Level 1 record.
The Roles permitted to exchange records, notes and view the Exchange History can now be controlled with a Manager Permission. (Everyone will be selected by default)

Custom Field Enhancements

ICD Code Lookup Button

The Lookup - ICD Code Custom Field will now have a Lookup button to facilitate browsing for the relevant item.

Onload Function

similar to savefunc and sbfunc, the system will look for a user defined Browser Script with a function called onloadfunc which will be executed as soon as the page has loaded fully.
This is in place in the UTA at L1, L2, L3 and Invoicing, as well as on Contacts and Accounts
It only runs in Edit mode at Level 1, Contacts and Accounts.

Post to External Server

Posting to external servers via a Web Page View has been updated to allow the response from the server to be stored.

Reporting Enhancements

Export Button

For reports that have defined Advanced Export Settings, when viewing the report within your browser there will now be an Export button located next to the Print button.
This will allow the report to be easily exported to a file after previewing it in the browser.

Workflows

Select User for Next Task

This Workflow Task Type allows the current user to select which user will be responsible for the subsequent task.
This is necessary if the following task is due to be triggered in future, since select Let Current User Select on the subsequent task isn't possible since the trigger is delayed.

Misc

Company and Contact Role-Based List View

The List View for Companies/Accounts and Users/Contacts can be configured by role, just as the UTA Level 1, 2 and 3 List Views.

List Calendars by Company

The list of Calendars that you can view will be grouped by internal and/or external entity. Your calendar (and your Company/Account/Branch) will always be on top.

Autoloader Support for XML Files

You can now Autoload Transactions from XML files.

Email Attach from Smart Folder

When sending an e-mail to a contact you can now select one or more files from Smart Folders to be attached to the e-mail, in addition to attaching files from your local disk.

HCAI Status

The status of submissions to HCAI can be displayed from the invoice view (or OCF-18 view if enabled). It can also be stored to a custom field on the Invoice (or Level 2 for OCF-18s) so that it can be displayed within the List View or Reports

SMTP Settings

The outgoing mail port can be configured (uses 25 as default)
TLS can be enabled.

Advanced Logic

Hide View Tab on User Profile allows the View tab on user and account profiles to be suppressed.

Previous Upgrades

Click on the links below to find detailed information on previous upgrades.

The date listed indicates when the upgrade cycle commenced. Not all servers were upgraded on that date.

Previous Upgrade: February 2013

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