Release Notes 3.0

12 July 2017 RELEASE NOTES 3.0.8

Release Notes 3.0.8 includes the following bug fixes and enhancements:

Bug Fixes:

Partnership Management Filtering in partner page (Partner Type, CSO Type) is responsive and works

Trip Management After submitting a trip, the Supervisor receives an email notification that they need to approve a trip

My profile page appears in Trip Management

Number of characters in description field of action points is now limited to 254

Spelling and mistakes fixed

User can scroll down the page and is able to see all the options in the drop-down list

Export of list of trips. All three types of export (travel activity export; finance export; travel admin export) are fully functional

Search bar in Trip Management is now fully functional and the search gives consistent results

Filtering issues fixed. Filtering is consistent and it works when data is filtered by months and results

Traveller cannot amend the trip after sending it for approval to their supervisor

Recent Reports and Feedback

Partnership Management In Partner Page, if you add any of the filters (Partner Type, CSO Type) and then click on them to select value, they become unresponsive

Trip Management In trip planning, Supervisor does not receive email notification for the required approval

My profile page not showing

Number of characters in description field of action points is unlimited

Spelling and language mistakes

Issues with scrolling down the page and, as a result, unable to see all the options in the drop-down

Issues with exporting list (travel activity export, finance export, travel admin export) of Trip Management page

Errors and inconsistencies in Trip Management page search bar

A few filtering issues in Trips Management Module have been observed (filter field disappears after hitting refresh button, filtering by month and by results not working)

Traveller able to amend his trip even after their supervisor approves it

Enhancements Trip Management When adding a new trip, Traveller selects either Programmatic Visit or Spot Check as their trip type, the Partner field becomes mandatory

TA required check box disabled

Locations in Trip Activities section are more specific. They now show Location Name (Location Type - Pcode)

Start and End Date in the trip Overview section is overwritten if the itinerary section is populated. Start date is overwritten with the earliest departure date on the itinerary and End Date with the latest arrival date

Trip Activity changes for Government Partners. When adding a new trip, if a Government Partner is selected, then partnership and results are optional

Partnership Management Government Partner appears in the HACT Dashboard as long as there is at least one cash transfer to that partner within the current Country Programme Cycle

Governments in Government in Simple replaced with Government Partner List

When adding a new PD/SSFA, in the Review & Sign Tab, Submission Date to PRC, Review Date by PRC and PRC Review Document Upload appear only if the "Submitted to PRC" box is checked

Signed PD/SSFA upload field is now available on the "Review and Sign" tab of the Programme Document page

24 May 2017 RELEASE NOTES 3.0.7

Release Notes 3.0.7 includes the following bug fixes and enhancements:

Partnership Management:

Fixes issues with missing labels in Partners and PD/SSFA ToR sections

Fixes issues with upload of signed agreements with long names

Fixes issues appearing when users are changing their country workspaces

Fixes issues with displaying of delete/change button in Partner details

Fixes issues with local currencies that were not saved when adding a new PD or editing an existing PD

Fixes issues with activation of a PD/SSFA ToRs. Users now can activate PD/SSFA ToR

Fixes issues with saving data in Government in Simple. Once the data is saved, the update is made and it reflects the changes made

Fixes issues with lacking selections in the “Document type” field when adding a new PD/SSFA ToR

Fixes issues with the display of list of partners

Fixes issues with editing mode in PD

Fixes issues in Review and Sign Tab in PD/SSFA ToR appearing when uploading PRC Review Document

Fixes issues with inability to add the same sector more than once in PD/SSFA ToR

Fixes issues with the disappearance of the “Signed by UNICEF” field in Agreements and PD/SSFA ToR

Fixes issues with loading the PMP page in IE

Trip Management

Fixes issue with approval or rejection of an international trip by Supervisor

Fixes issues with the approval of the trip ( as expenses are no longer a mandatory field)

Fixes issues with the rejection of the trip. Supervisor cannot reject a trip without giving a reason for its rejection

Fixes issues with partners marked for deletion showing in the partnership drop-down instead of being hidden

Fixes issues with wrong tab opening after adding a new trip. After clicking on “Add a new trip”, the system defaults correctly to “Details” tab

Fixes issues with the export of action points. A person assigning an action point and the person responsible for it are correctly displayed and the completion date is visible

Fixes issues with trip information missing after entered in Kyrgyzstan country workspace

Fixes issues with country workspace selector

Fixes issues with the display of end dates in the list of trips

Fixes issues with migration of FRs

Recent Reports and Feedback

Partnership Management:

Issues Label missing in Partners (“Active” checkbox) and PD/SSFA ToR (indicators dialogue labels) sections

Issues with upload of signed agreements with long names

Issues with data appearing when users changed their country workspaces

Issues with displaying of Delete/Change button in Partner details

Issues with the local currency not being saved when adding a new PD and when editing an existing PD

Issues with activation of a PD/SSFA ToR

Issues with saving data in Government in Simple. Once the data has been saved, the changes did not appear even though the user clicked on Save

Users were not able to select different document types when adding a new PD/SSFA ToR

Issues with displaying of partner list

Issues with PD editing

Issues in Review and Sign tab of the PD/SSFA ToR section appearing when uploading the PRC Review Document

Users are not able to add the same sector more than once in PD/SSFA ToR details

Issues appearing with “Signed by UNICEF” field in Agreements and PD/SSFA Tor occurring when user changes the primary workspace and their name disappearing from all the associated records.

Loading issues in PMP in IE

Issues with migration of FRs

Trip Management:

Supervisor is unable to approve or reject an international trip

Supervisor is unable to approve a trip unless expenses are filled out.

Supervisor rejects the trip and doesn't include a note then the trip would disappear and traveller has no opportunity to correct or plan it again.

Partners marked for deletion are shown in the partnership dropdown and should be hidden

The system is not directing to the defaulted “Details” tab

Issues with action point export: Person assigning action point and person responsible are shown as numbers and no completion data visible

Issues with information in Trip Management Detail tab not showing in Kyrgyzstan country workspace

Issues with country workspace selector. Country workspace not correctly directing to the appropriate workspace

In the trip list end dates in some trips are not displayed correctly. Instead of the date, it says “Undefined”

Partnership Management Enhancements:

In the admin interface, PD and PCA reference numbers are now editable

Partnership Managers are not able anymore to pick future dates when adding the date of the assessment in the Risk and Ratings Assessment in the Partner details section

“Expected Results” field has been renamed to “PD Output or SSFA TOR Expected Results” in Partner Details section

Removing Assessment Type “High Risk Assumed” from Partner Details /Assessments

No longer possible to delete attachment added to Agreement details

Field “Sector” has been renamed to “Section/Cluster” and field “Sector, Locations” has been renamed to “Section/Cluster, Locations”

"Population Focus” field removed from PD/SSFA ToR

 Field name “Staff Members” renamed to “Partner Contacts” in Partner Details

Trip Management Enhancements:

New TA not required workflow which includes the following features: itinerary card optional; Deductions, Expenses, Cost Assignment fields continue to be hidden and DSA is always calculated to be zero. Optional “submit for approval” is also introduced

Dashboards Enhancements:

Map tab in Dashboards loads and centers to the selected country office after the user clicked on the Map tab without selecting any filters

Sign out button added

4 May 2017 RELEASE NOTES 3.0.6

eTools Release 3.0.6 includes bug fixes:

New changes:

Partnership Management:

• Fixes issues with population of partner and agreements fields. The partner and agreement fields should not be populated

• Fixes issues with the M.R. for assurance activities is correct and consistent

• Fixes issues occurring when adding a new programme document

• Fixes issued with Government in Simple reference number

• Fixes issues with population of partner and agreements fields. The partner and agreement fields should not be populated

Trip Management:

• Fixes issues with Supervisor's name disappearing after the start date has been entered

• Fixes issues with travel count validation as eTools does not let you create the 4th TA when 3 TAs are not closed.

• Fixes issues with saving a planned trip

• Fixes issues with Finance Focal Point editing start and end dates in the itinerary of an approved trip.

Recent Reports & Feedback

Partnership Management:

• Partner and agreement fields are populated

• The M.R. for assurance is incorrect and inconsistent

• When adding a new Programme Document, the "Partner Organization" field and "Document Type" field were highlighted in red, sending a message that an error has occurred even though there was no error.

• Government in Simple reference number is not unique

• Partner and agreement fields are populated

Trip Management:

• Supervisor's name disappears after Traveller enters start date of the trip

• Travel count validation is not working

• Traveller wants to save his planned trip, but instead of saving it, a pop-up message appears asking them to submit a report

• Finance Focal Point cannot edit start and end dates in the itinerary of an approved trip

 

27 April 2017 RELEASE NOTES 3.0.5

eTools Release 3.0.5 includes bug fixes, new features and refinements:

New changes: Partnership Management Fixes issues with the incorrect currency label in PD/SSFA ToR; UNICEF Total Budget field is in USD 
The field in Partner Details called “Date Last Assessed” has been renamed to “Core Values Last Assessment Date”
Fixes issue with the name of exported list of government partners in Governments in Simple. The exported file name is correct and it is called Government Interventions
Fixes issues with column names in the exported list of government partners in Government in Simple. The column names are now correct and in accordance with the specifications
Fixes issue with mandatory phone number in Staff Members list in the Partner Detail Page. The phone number is not mandatory anymore 
Fixes error appearing when more that 10 indicators associated to a single PD output and an attachment were being added 
Fixes issues with updating when attachments to PD/SSFA ToR were changed and saved. File type now displays appropriate name after the update
Fixes issue allowing The “Signed Date” field in Agreement Details page under Add Amendment section to select the date in the future. The “Signed Date” field cannot be in the future anymore
Fixes issue making The “Signed Amendment” field in Agreement Details page under Add Amendment section a mandatory field
Fixes issues with IE11 loading Partnership Management
Fixes issue with the export of the List of Partners. The exported file contains all the required information 
Fixes issues with attachment upload. It is possible to upload more than 10 attachments in PD/SSFA ToR
Fixes issues when exporting list of partners 
Fixes issue with Government in Simple reference number. The reference number are now unique
Fixes issue with navigating to a PD
Fixes issue appearing in the Philippines workspace. The attachment type drop-down now appear  
The field in Partner Details, under Risk Rating and Assessments called “Date of Report” has been renamed to “Date of Assessment” 
The overview tab in Partner Details contains new data point - planned programmatic visits. This should sum up all the additional programmatic visits that are added manually by the user in PD and SSFA TORs 

Trip Management

Fixes issues with WBS appearing in all Business Areas. Users are now only able to see WBS for the Business Area they are in 
Fixes issues with with entering negative values. Users can save negative values under amount in Expenses section 
Fixes issue with currencies in Expense Section of Trip Plan. A TA will not allow for different currencies 
Fixes issues with entering retroactive dates in Trips Management. Retroactive dates now can be entered
Fixes issue with Trips in the list of trips in Trips Management. Trips are now ordered by ID number
Fixes issue with unlocked currencies. Expense currency is locked to local currency for all users (apart from travel agencies) 
Fixes issues with formatting when printing a TA  
Fixes issues with DSA calculations and invoices generated per expense 
Fixes issue with error not appearing when entered dates are similar or overlapping. Error will now show for those trips submitted with similar/overlapping dates
Fixes issue with Expense section fields. Fields in Expense section of a Plan Trip are not mandatory
Fixes issues with formatting of dates in Trips Management
Fixes issues with dates disappearing after saving a non-TA trip
Fixes issues with the threshold in invoicing. The threshold for the trip is now set
Fixes issues appearing in Cambodia workspace. All the missing fields from Trip Activities section now appear and a trip can be saved 
Fixes issue allowing users to enter future date in the “Completion Date” field. Users are now not able to enter future dates 
When creating a non-TA trip, Travellers have an option to submit the trip for approval (to the Supervisor) or just send a notification to Supervisor about the trip
“I am Primary Traveller” check box is only visible for the following travel types now: Programmatic visits and Spot checks  
“Follow up” check box in Action Points section is renamed to “High Priority” 

Dashboards

Fixes issue with HACT Dashboard sync  

Other

Fixes issue with admin button incorrectly routing. When they click on Admin button in the menu, they will be taken now to the admin page if they have appropriate user rights  

Recent Reports & Feedback:  

Partnership Management

The currency label in PD/SSFA ToR, Planned Budget Section is incorrect. UNICEF Total Budget should be in USD and not in local currency
When exporting a list of government partners in Government in Simple, the name of the exported file is incorrect
The names of the exported list of government partners in Government in Simple are incorrect
The phone number in Staff Members list in the Partner Detail Page is mandatory and it should not be
“Error on data save” appears when more than 10 indicators are associated to a single PD output and an attachment error is added
File Type does not update when attachments to PD/SSFA ToR are changed and saved
The “Signed Date” field in Agreement Details page under Add Amendment section is giving an option to select the date in the future
The “Signed Amendment” field in Agreement Details page under Add Amendment section is not a mandatory field
Issues with IE11 loading Partnership Management
In the Philippines workspace, attachment type drop-down missing    
When export the partner lists, certain data is not showing
Unable to upload more than 10 attachments in PD/SSFA ToR
Issues with exporting the list of partners
Government in Simple reference number is not unique
Not navigating to proper PD
In the Philippines workspace, attachment type drop-down missing 

Trip Management

Users are able to see WBS’ for all business areas
Users can save the negative value under amount in Expenses section in Trips Management, but the validation still asks for another value as if the numbers were not entered
A TA allows for several different currencies
Retroactive dates not showing in calendar in Trips Management
Trips in the list of trips in Trips Management are ordered by reference number and not ID number
Expense currency is not locked to local currency for all users (apart from travel agencies)
When selecting Admin in the Menu, users are incorrectly routed
Formatting issues when printing a TA
Issues with DSA calculations and invoices generated per expense
No error message appearing when there are several trips with similar or overlapping dates
Fields in Expense section of Plan a Trip page are mandatory
Formatting issues of dates in Trip Management
Dates disappear after saving a non-TA trip
Thresholds in invoicing are not set
In Cambodia workspace the Trip Activities section were not showing and thus it was not able to save the trip
When entering Action Points, user is able to enter future date in “Completion Date” field

Dashboards

Issues with HACT Dashboard syncing 

Other

Admin button incorrectly routing. When they click on Admin button in the menu, they will be taken now to the admin page if they have appropriate user rights

 

12 APRIL 2017, RELEASE NOTES 3.0.4

eTools Release 3.0.4 includes bug fixes:

New changes:

Partnership Management

Fixes issues with numbers that are now properly formatted in Partner Overview, Details/Planned Budget and Government in Simple Overview Sections. Numbers are now displayed with a comma separator used for ‘ooo and no decimal
Fixes issue with Core Value Assessment Field. It now appears for National, Academic Institution and Community Based Organization, but does not need to appear for Government and International partners
Fixes issues with the PMP list display that are now defaulted and list 10 records

Trip Management

Fixes issue with Primary Traveller drop-down and is now listing active users in a workspace
Fixes issues with certification action: certify changed to finalize 
Fixes issues with Invoice export and Travel Admin Export

Recent Reports & Feedback

Partnership Management

Numbers not properly formatted in Partner Overview, Details/Planned budget and Government in Simple Overview Section
Core Value Assessment field appears only for Partners Type National whereas it should also appear for Academic Institution and Community Based Organization
All PMP lists do not show equal number of records

Trip Management:  

The primary traveller drop-down listing active users in a workspace is not showing
Certification wording changed to finalize 
Invoice and Travel Admin export not working

6 APRIL 2017, RELEASE NOTES 3.0.3

eTools Release 3.0.3 includes following bug fixes, features and refinements:

New changes:

Partnership Management:
Fixes issue with Export button in PD/SSFA ToR (Interventions) in Kenya workspace. Users in Kenya workspace can now export their list of PD/SSFA ToR

Fixes issue with column widths misalignment in Partner List and Agreement List
Fixes issue with column widths misaligned in Governments overview tab  

Fixes issue with "Population Focus" field in PD or SSFA Details that is not a mandatory field anymore

Fixes issues with "Baseline" and "Target" fields in PD/SSFA ToR that are now validated based on selected indicator type for percentage (the value cannot be more than 100 and for Yes/No, a dropdown appears)

Fixes issue with display of negative values.  Users are not able anymore to enter negative values for Planned Visits field, but only positive values

Fixes issues with government list update
Fixes issues with formatting of the implementation Status section in Governments Overview  

Fixes issues with number formatting under Planned Budget Section in PD/SSFA ToR Details tab

Fixes issues with Save button inconsistencies in PD/SSFA ToR

Fixes issues with Dates in PD/SSFA ToR Overview page now correspond to dates in details tab
Fixes issues with syncing with VISION of CP output drop-down list for the selected CP

Fixes issues with missing Total Planned Budget. It now appears in Partner Overview

Fixes issues with CP outputs that should be filtered by the selected CP output in Governments details  
Fixes issues with Results drop-down that are now populating from Partnership Management module  

eTools prevents you from adding an existing partner as all partner details are pulled from VISION. The "Add New Partner" button now prompts user to add a vendor number based on partner details will be pulled from VISION or users will be able to see whether the partner already exists in eTools

Partnership Managers have permissions to edit fields in active Agreements and active PDs

New fields in the planned budget on the PD/SSFA ToR: "Total UNICEF Budget"; "Total CSO Budget" and "Total Budget (CSO+UNICEF)"

Trip Management:

Fixes issue with column width misalignment in Overview tab under monitoring visits

Fixes issues with filtering of the Trips Dashboard. It is possible to filter trips by months  

Fixes issue with error message not appearing when Traveller tries to submit the fourth trip

Fixes issue with Trip reference number. After the Traveller submits a trip for approval, the reference number will take the Supervisor to that trip

Fixes issue with DSA area in Kenya workspace

Fixes issue with the content of email notification sent to Supervisor and/or Traveller. All required information is now in the email

Fixes issues with Results field. The Results field is no longer the mandatory field when choosing programmatic visits and spot checks under trip type

Fixes issue with an FR and adding an attachment. It is possible to add an attachment after adding an FR

Fixes issue with Start and End Date in TA required trips. Start and End Date are now auto-populated

Fixes issues with error messages that now appear in Trips
Fixes issues with Planned Budget data showing. Now all the required fields are showing  
Fixes issues with deductions calendar  

Fixes issues with Cost Summary in trips, it now shows all the information and appropriate currency

Fixes issued with dates that were not displaying properly. Migration issues around dates are now fixed

Fixes issues with migration around clearances

Fixes issues with filtering of government partners in Trip Activities section

Fixes issues with listing of local airlines. Now all local airlines in ESAR workspace are listed

Fixes issues with sorting of dates in TA deduction list. TA deductions list now sorting by date correctly

Fixes issue with saving of international trips

Fixes issue with completing international trip. The "Complete" button now appears
"Hide" button under Status section so that the partner is hidden in the partner list

Dashboards

Fixes issues with currency amounts formatting in HACT Dashboards. Numbers are now properly written
Fixes issues with HACT script

Other

Improvement of the wording of error messages

Recent Reports & Feedback

Partnership Management

Export button  in PD/SSFA ToR (interventions) in Kenya workspace not working

Column widths misaligned in Partner List and Agreement List

Column widths misaligned in overview tab under monitoring visits
Numbers not properly formatted under Planned Budget Section in PD/SSFA ToR Details tab  
Results drop-down non populating from Partnership Management module  

PD/SSFA ToR save button showing inconsistencies

Dates in PD/SSFA ToR Overview page does not correspond to dates in details tab

Not all Planned Budget data are showing

Total Planned Overview Budget missing from Partner Overview

CP outputs are not filtered by selected CP in Governments details
Once an FR has been added, it was not possible to add an attachment  

 

Trip Management
Users could enter negative values for Planned Visits field
Trip Dashboard filtering by month was not showing all the months of the year  

An error message not appearing warning the Traveller that they cannot create more than 3 trips

After the Traveller submitted a trip for approval, the reference number of the trip was not routing the Supervisor to the submitted trip

DSA area not appearing in Kenya workspace

Local airlines from ESAR are missing

TA deductions list not sorting by date correctly

International Trips not saving

Complete button missing in international trips

Cost Summary not displaying correct information

Dates in Trips not displaying properly

Migration issues around clearances

Trip Activities section does not filter partnerships if government partner is selected
 Deductions calendar is out of order  

Email notification to Supervisor and/or Traveller does not contain all the required information

Results are a mandatory field for spot checks and programmatic visits

Start and End Dates in TA required trips are not auto-populating

Error message not appearing in Trips when an error is made when saving/submitting trip

 

Dashboards

Currency amounts in HACT Dashboard not properly formatted
HACT script not running consistently  

13 MARCH 2017, RELEASE NOTES 3.0.2

eTools Release 3.0.2 includes a bug fixes, new features and refinements

New changes:

Partnership Management

Fixes issues with spelling and formatting in Partnership Management module
Fixes issues with migration on Agreements and PD/SSFAs
Total planned budget column added to Partner Overview tab
Results Filtering by Partnership in Trip Activities
Attachments available to Partnership Managers when records are active

Trip Management

Fixes issues with notifications
Fixes issues with Trip submission
Fixes issues with opening Trip Management Module in IE v11 and Firefox
Fixes issue with lack of "Complete" button for Trips not requiring TA
Fixes issues with results not filtering by Partnership in trip activities
Fixes issues with dates in trip lists and deductions
Fixes issues with DSA calculations and invoicing

Dashboards

Fixes issues with HACT calculations in Dashboard  
Ability to filter by year on Trips Dashboard  

eTrips

eTrips available for Android and iOS

Recent Reports & Feedback:

Partnership Management

Issues with results not filtering by Partnership in trip activities  
Issues with spelling and formatting in Partnership Management module
Issues with migration on Agreements and PD/SSFAs

Trip Management

Issues with sending notifications
Issues with trip submission
Issues with opening Trip Management Module in IE v11 and Firefox
No "Complete" button for Trips not requiring TA
Issues with dates in trip lists and deductions
Issues with DSA calculations and invoicing

Dashboards

Issues with HACT calculations in Dashboard