v9.1.0

Bugs

Client Side

  • Fixed a bug in the API Key system.
  • Fixed a bug in the edit profile page that was caused be a null id.
  • Fixed a bug in the local computer check.
  • Fixed a bug in the P.O. verification system.
  • Fixed a bug in the registration deadline field.
  • Fixed a bug in the send to Outlook calendar feature.

New Feature/Report

Client Side

  • Added the ability to allow/disallow registration drops.
  • Added the ability to have bundles in the registration system.
  • Changed the field that is being saved from PayPal to save the Transaction ID.

v9.0.0

New Feature/Report

.Net Conversion

  • New registration web site.

v8.8.4

New Feature/Report

Activity Tracking

  • Updated Activity Tracking to use the full Budget Code.

API

  • Added API to get Skyward Budget and Revenue Codes.
  • Added API to get Skyward Employee Numbers.
  • Added API to get Skyward Leave.

Business Office Tools

  • Added dynamic report menu to the billing system.

v8.8.3

Bugs

Event Planner

  • Fixed a bug in the workshop wizard that caused the wizard to crash if workshop didn't have a owner.

Forms System

  • Fixed a bug in the form system that would not allow a form response to be restored after being deleted.

General

  • Fixed a bug in the custom field that would cause the save of settings to duplicate in some cases.

Change Feature/Report

General

  • Changed all of the Budget Code controls to allow strings.
  • Changed all of the Budget Code controls to pull their data from the TxEIS API.
  • Changed all of the Revenue Code controls to allow strings.
  • Changed all of the Revenue Code controls to pull their data from the TxEIS API.
  • Changed the name of "System Settings" to "Custom Fields" to better represent the work done on this screen.
  • Fixed several formatting and bugs in custom fields.

Reports

  • Updated the Employee List report to pull from the TxEIS API.

New Feature/Report

Activity Tracking

  • Added a setting (ATRequireComment) to control whether the comment field is required or not.
  • Added code to require the function field.
  • Added the ability to have custom fields in activity tracking.
  • Added the ability to see all Activity Tracking approvals and unlock them. This feature was added inside of Activity Tracking on a new tab called Approval Management.

Forms System

  • Added a new setting called "FormALO" that allows Form Admins to make changes to locked forms.
  • Added the ability to import data into the form system. To get to this new ability go to Tools then Imports then Forms Import.

General

  • Added a line break control to custom fields.
  • Added a sentence control to custom fields.
  • Built a TxEIS API for ON-TRAC.

Reports

  • Added Travel Summary Report
    Dr. Steelman wanted a summary report to show travel entered into Travel Forms
  • Attendance Report by Bundling Flag
    Was asked to create a report that would allow Sessions to be flagged and then could bundle the report based on the parameters

Reservation System

  • Added the ability to have custom fields in reservations.

v8.8.2

Bugs

Activity Tracking

  • Fixed a bug that allowed leave to be edited when in the table view.
  • Fixed a bug that caused the table view to reload blank when editing a activity.

Approval System

  • Fixed the approval chain reset code to increment the chain instance number by 1.

Contracts

  • Fixed a bug that would not allow districts to enter a first name or last name on the users screen of contracts.

Forms System

  • Fixed a bug in the list that made the user have to click twice on the form name row to see responses.
  • Fixed a bug that caused the date entered to not sort properly in the list of responses.
  • Fixed a visual bug with the form complete box that made it sit on top of other fields.

Change Feature/Report

Client Side

  • Replace last 4 ssn from the participant profile with PIN Code, which can be any 4 digit number the participant wants.

Forms System

  • Updated the query used in forms to pull the default list of responses faster. It will still run a slow when searching.

New Feature/Report

Business Office Tools

  • Added security to Activity Tracking Adjustments tab that will not let proxies have access to the tab.

Client Side

  • Added the ability to check in on the room locator.

Event Planner

  • Added the ability to override the registration link to help with outside registration.
    This setting is on step 3 of the session wizard, and can only be set by having "Event Planner - Register Link Override" security permission.

Forms System

  • Added the ability to mark a form as complete form the form response list.

General

  • Added code to the mail function to verify that the string given as the to address is actually a email address.

Reports

  • Updated Board Reports for Laura
    Laura wanted formatting changed on Board Reports and Function 21 added

v8.8.1

Bugs

Activity Tracking

  • Fixed a bug that would not allow you to edit activity after it was withdrawn.

API

  • Fixed a bug in the Frontline import that prevented it from working when the year rolls over.

Approval System

  • Fixed a bug in the approval system that caused the object to get stuck in approvals if the owner was the approver.
  • Fixed a bug in the approval system that made the rules not work.
  • Fixed a bug in the approval system that was showing to many buttons when a object was declined.
  • Fixed a bug that would not allow the movement of consultants from departments.

Contracts

  • Fixed report path issues in the contract system.

CRM

  • Fixed a bug that prevented the saving of a CRM visit if the add to activity check box was not checked.
  • Fixed a but in the CRM that caused the module to not size to the browser that was view it.

Event Planner

  • Fixed a bug in session wizard that would not allow saving on the dynamic session list step.
  • Fixed a bug in the delete event button.
  • Fixed a bug that would not allow editing of a workshop in the approval system.

Forms System

  • Fixed a bug in all 5 BDT Database custom reports.
  • Fixed a bug that happened when multiple tabs were on a the same form. The bug caused the wrong add form to popup.
  • Fixed a bug that would not let calculations run on sub forms in certain situations.

General

  • Fixed a typo on login screen for "Forgot Password".

Reports

  • Fixed a bug in the roster/sign in search screen that made it not pull the correct session for the Average Response Report.
  • Fixed a bug in the roster/sign in search screen that prevented it from show some results.
  • Fixed a bug that would not allow the Cost Comparison Report to run.

Reservation System

  • Fixed a bug that prevented some reservations from being edited.

Tabs

  • Fixed a bug in the add participant to a class screen that was not allowing the fee to show up if the workshop title had double quotes in it.
  • Fixed a bug in the District PO tab that would not allow you to view a PO that had a # in the PO Number.
  • Fixed a bug in the evaluation tab that made it not pull the correct session for the Average Response Report.

Change Feature/Report

Activity Tracking

  • Changed the locking of activity tracking to one month at a time. It no longer locks all past months when locking a month.

Event Planner

  • Food Request Form signature line has been changed to "Authorized Signature"

Reports

  • Added the current date to all report file names when they download.
  • Modified the Personnel Count Report to get leave from FrontLine and speed up the report.

New Feature/Report

Approval System

  • Added the ability to print out all chains or on chain on the Approval Chain Setup screen.

Business Office Tools

  • Added functionality to do Activity Tracking adjustments to budgets to be imported into TxEIS.

General

  • Added the ability to control whether local IPs were locked out of ON-TRAC.
  • Added the ability to whitelist IP(s) for the login page. This can be done by entering the IP(s) into the WhiteListIP setting in ON-TRAC Settings.
    Enter IPs separated by commas to whitelist them on the login page. Whitelisting a IP will turn on user level blocking for that IP.

v8.8.0

Bugs

Attendance

  • Fixed several bug in the Electronic Sign-in Sheet in Presenter Tools.

Forms System

  • Fixed a bug with the Forms System toolbar that caused it to display incorrectly.

Reports

  • Fixed a bug in Activity Tracking Summary Report that caused it not to render to pdf.
  • Fixed a typo in the Event Plan Summary Report from "Alllow Evaluations" to "Allow Evaluations"

Tabs

  • Fixed a bug on the Evaluation Tab that would not allow you to filter the evaluations.
  • Several bug fixes and improvements were made to Confirm Attendance page.
  • Several bug fixes were made to Electronic Sign-in page.

Change Feature/Report

Client Side

  • Added additional error trapping to prevent hack attempts on the catalog page.

General

  • Major overhaul was done to the Approvals System for better stability and to move management to the users.
    The Approvals System now allows manager(s) to be assigned to each chain to manage the chain. Consultants can also be moved from department to another department.

Reports

  • "Activity Tracking Tech Support Summary Report" has been changed to "Activity Tracking by Function" and now has options to pick which functions affect the report.
  • CRIS Utilization Report has been changed to include status and the report has been renamed to Workshop Fee Report.

New Feature/Report

API

  • Added a API for session list.
  • Added additional error trapping to prevent hack attempts on the API's.
  • Added API for reservation room details.
  • Added API for reservation room list.
  • Added API Information screen to show the available API's.
    This new screen is under Tools and is called API Information.

Forms System

  • Added additional error trapping to prevent hack attempts on the Form System.

General

  • Added a forgot password ability to the backend login screen. This will reset the consultants password, clear any IP blocks and force a password reset when they login.
  • Added the ability to force a password reset.

v8.7.8

Bugs

Activity Tracking

  • Fixed a bug in the remove budget code screen in activity tracking, that showed the same number twice.
  • Fixed a bug that allowed the leave that was pulled in from front line to be duplicated upon dragging.
  • Fixed a typo in add activity that said "conneted" not says "connected".

Reports

  • Fixed the logo in Average Eval Response Report.

Change Feature/Report

Maintenance

  • Converted audience to cross browser
  • Converted district/campus to cross browser.
  • Converted subject to cross browser

New Feature/Report

Client Side

  • Added the ability to control the District Contacted link on the Client Side.
    This is done by setting the DistrictContracted Setting to Y/N.

Event Planner

  • Added session conversion information to the top of session step 2 for non-converted sessions.
  • Added switches to control which reports are visible on the print step of the session wizard.
    The following system settings control the visibility of the reports: EPCC, EPCvE, EPFR, EPPS, EPReimF, EPRF, EPSC, EPVF

General

  • Added a lot of screen shot for ON-TRAC Settings.

Maintenance

  • Added district/campus settings for reporting

Reports

  • Average Eval Responses with Collaborators
    Added to show Evaluations of Workshop Owner and any consultants listed as collaborators

v8.7.7

Bugs

Activity Tracking

  • Fixed a layering problem that made the delete activity button show through other windows.

Event Planner

  • Fixed a problem with the styles and layer framework that made some of the links in the Event Planner not clickable. Like the My Approval Chains.

General

  • Fixed a bug that was caused by two forms having the same ID.
  • Search Notes field
    Increased the number of characters allowed in the search notes field. Previously the number of character allowed was 6.

Reports

  • Fixed the Employee List report to pull the correct data.

Change Feature/Report

General

  • Added some code that will let the data tables detect the user get logged out and send them to the login page.

New Feature/Report

Activity Tracking

  • Added the ability to press Alt+A to add another contact.

v8.7.6

Bugs

Client Side

  • Fixed a bug in "My Profile" that was caused by someone entering a ' in the email field.
  • Fixed a bug in the signup page that was not allowing people to sign up.
    This only affected ESC Region 11.
  • Fixed a bug in waitlist promotion.

Event Planner

  • Fixed a bug in the participant merge that was caused when a participants name had a ' in it.

General

  • Fixed a bug in the user agent capture.

Reservation System

  • Fixed a bug in the add reservation screen.

Tabs

  • Fixed a bug on the District PO tab that would prevent it from saving sometimes.

New Feature/Report

Activity Tracking

  • Added the ability to import leave from Frontline AESOP.

Client Side

  • Added a better calendar to the "Personal CPE Management" page.

Forms System

  • Added the ability to turn off the "Save Form" button.

General

  • Added the ability to trap .Net errors.

v8.7.5

Bugs

Business Office Tools

  • Fixed a bug in the Billing that prevented a previously postponed session from being seen.
  • Fixed a bug in the Cash Receipts form that was causing it to error on save.
  • Fixed several bugs pertaining to Session Postpone. This field was added after the original logic was written and thus it was overlooked.

Client Side

  • Fixed a bug in academies that broke the click here to register link.
  • Fixed a bug in the campus list on the "Sign Up" page.
  • Fixed a bug in the dynamic menu list where it would not show every workshop/session that had been checked.
  • Fixed a bug on "My Profile" that would not show the saved campus correctly.

Contracts

  • Fixed a bug that caused the lock button to stop working after clicking it the first time.
  • Fixed a visual bug that caused the wrong Enroll Start/End dates to display in the Contract review report.

CRM

  • Fixed clock buttons in CRM-Activity Tracking
    Activity tracking clock buttons were not adding time to activity in CRM

Event Planner

  • Fixed a bug in the participant audit log that prevented the merge participant feature from working in certain circumstances.
  • Fixed a bug in the participant detail screen related to sending confirmation emails.
  • Fixed a error that caused the Session confirmation emails to not send.
  • Fixed the Waitlist Cap field so it is required when the allow waitlist is checked.

Tabs

  • Fixed a bug that would crash the Attendance tab if a participants name contained a " \ ".
    The " \ " should not exist in a name but it should not crash the tab either.

Change Feature/Report

Business Office Tools

  • Adjusted Billing Preview Report to not show postponed sessions.
  • Adjusted Billing stats to better show what was billed.

Client Side

  • Updated the certificate to include T-TESS and T-PESS.

CRM

  • Modified the search so any field can be searched.

Maintenance

  • Moved all email code to a centralized file for faster edits.

Tools

  • Changed the menu item "System Settings" to "Module Fields".

New Feature/Report

Client Side

  • Added the ability to have a graphic show up on the bottom right of the registration home page.
    This is turned on by providing a path for the "HomePageGraphic" setting. A link can be set by "HomePageGraphicLink" and text can be added above the graphic by "HomePageGraphicText".
  • Added the ability to make a wizard dynamic list show up on the client side web site via the "Show on client side menu" checkbox.

CRM

  • Added auto subscribe to the save of a new reply.
  • Added auto subscribe to the save of a new visit.
  • Added the "Visited by" field to the CRM table, so it is easy to see who visited the district.
  • Added the ability to have more than one follow up on the reply.
  • Added the ability to have more than one follow up on the visit.
  • Added the ability to mark a visit complete.

Event Planner

  • Added setting into ON-TRAC to allow control over 2 cost lines.
    To turn on the feature set one or both of the following setting to Y: FeePerRegistrationOn, FeePerWorkshopOn The other settings that go with these are: FeePerRegistration, FeePerRegistrationID FeePerWorkshop, FeePerWorkshopID

Tools

  • Added the ability to see the de-activated module fields.

v8.7.4

Bugs

Client Side

  • Fixed Audience list to pull all workshops that are assigned to them.
  • Fixed Subject list to pull all workshops that are assigned to them.

Event Planner

  • Fixed a bug in the registration filter that would not allow registrations to be filtered by district.
  • Fixed the "Live" icon

General

  • Fixed the CRM Todo to not crash ON-TRAC javascript framework.

Change Feature/Report

CRM

  • Changed Budget code label to pull it's name from ON-TRAC Settings.

Dashboard

  • Converted Dashboard to cross browser app.

Event Planner

  • Added the ability to see active/inactive consultants in the workshop and session filters.
    This was changed so consultants that no longer work here can be found in the Event Planner.
  • Modified the session filter to trigger the workshop and session search.

General

  • Parameterized system emails.

Reports

  • Made a change to the roster report to improve the rendering speed of the report.
  • Made a change to the sign in report to improve the rendering speed of the report.

Reservation System

  • Allow reservations to be edited except for start and end dates and room.

New Feature/Report

CRM

  • Added the ability to add activity tracking data on a CRM visit and reply.
  • Added the ability to add/edit the categories.
    This feature relies on the "CRM List Manager" security level.

Reservation System

  • Added the ability to control the lockout times

Tabs

  • Added the ability to see the participant audit log on the participant tab.

v8.7.0

Change Feature/Report

Activity Tracking

  • Updated activity tracking with several new features.

Dashboard

  • Added dates to the Contract Dashboard

Event Planner

  • Updated event planner with several new features.

Maintenance

General

  • Configure new Sybase Servers

New Feature/Report

Business Office Tools

  • Added the ability to prepare a Billing in ON-TRAC for TxEIS