NOTICE: You are in the old ClientSpace Help system. Please link to the new ClientSpace Help here https://extranet.clientspace.net/helpdoc/home/ClientSpace.htm

Release 66 ( PEO )

Sprint Began: 3/5/2018     Sprint Ended: 3/31/2018


The following items have been completed in this release:


Fix workspace selection for Global Admin Administering Case Type subscriptions in NEXT 


Resolved an issue in the Case Type Subscriptions module that allowed Global Administrators to erroneously assign case type subscriptions to users in Workspaces to which they had no access. The system now filters the list of available workspaces by the selected user when creating case type subscriptions.


Doc Mgt (P3): File Download Option ENHANCEMENT


The Employee Document management module has been enhanced to allow selected records to be downloaded as a zip file. The default max number of files to be downloaded is 200 files with a default max file size of 500 mb.


Update Business Rule HE_DuplicateCPCClassification Logic ENHANCEMENT


The business rule which expires offered benefits plans has been enhanced. Upon plan expiration the rule now appends "-Exp (####)" with #### being the year the offered plan was expired. This allows for re-use of a Client Plan Code. Previously if a Client plan code from an expired plan was re-used the system would throw a Duplicate CPC Hard error and not allow the new offered plan to be saved until the expired plan CPC had been changed.


Client Master Workflow Links causing exceptions


Resolved an issue which could occur if Underwriting Approvals were created and a Pricing Batch could not be located in the correct status, the Approval form would be saved with a PB=0 causing a foreign key constraint exception.


Port Slack bot to PEO ENHANCEMENT


The Slack bot which allows Slack users of ClientSpace to share case and task data directly in Slack has been converted for use in the PEO system.

List of Commands:
/pulse help
/pulse mycases or /pulse mycases -share
/pulse mytasks or /pulse mytasks -share
/pulse escalated or /pulse escalated -share
/pulse case {CaseNumber}
/pulse task {TaskNumber}

For a detailed description of Configuring and using the Slackbot API read Configuring Slack Integration.


Widgetize Broker Portal Landing Page ENHANCEMENT


The Broker portal Landing page has been converted to Widgets and a custom Broker Widget Layout has been designed for NEXT. This provides access to the Deals widget (Pricing), the Agents Widget and a number of linked forms and reports.


Case Search Enhancements ENHANCEMENT


The case search functionality has been enhanced to provide additional performance gains when searching and sorting across large sets of data.


Client Info Widget Issue


The address line formatting has been corrected in the stored procedure which builds the client data for the Client Info widget. The widget now appropriately displays City,State.


User Import, Template User ENHANCEMENT


The fkTemplateUserID field has been added to the User Import configuration and the system uses this field when selecting a template user from which to clone.

This cloning process will clone most of the user fields as well as workspaces, role security and available modules.


Prism Conversion - Employee Classification Logic (PEO) ENHANCEMENT


A Benefit Classification field has been added to the Employment form in PEO - this is a parent form field to the Benefits classification dataform and is designed to aid in importing Employee Benefits setups from Prism


Unable to Edit Recipients on Case Discussion Messages


Fixed a bug which occurred in Internet Explorer that would not allow editing of contacts from the Case Discussion recipient list. Contacts may now be edited by using the Jump button or double clicking the row to edit the contact. Saving the changes returns you to the recipient list. Re-running the search will refresh this list with the new changes.


Add Discussion Recipient ENHANCEMENT


A new business rule has been added to the Client Service Case - "Add Discussion Recipient". This rule insures that if the Assigned To field on the Client Service Case is changed, the new Assigned To user is added on a recipient in any open discussions related to the case.




NOTICE: You are in the old ClientSpace Help system. Please link to the new ClientSpace Help here https://extranet.clientspace.net/helpdoc/home/ClientSpace.htm