Eproval 4.16 Release Notes

Significant New Features

Item Cash Report.
This report displays cash from payments based on the fee items that are part of each invoice.  It includes a summary that displays the total for each fee item based on the payment method and a detailed list of all payments for invoices that have each fee item.

Custom Report.
This report allows the administrator to generate a nicely-formatted summary of an application and can include any information from the application as required.  The administrator will be able to download the summary report as a PDF and view all past reports generated for each application.   The next release will include the ability to email the report to a group of email addresses including those that are not Eproval users from within the report.

Documents Log.
This report displays all documents that have been uploaded or created for a specific application.  This might consist of documents that were uploaded by the applicant in the application forms, documents uploaded with comments, documents uploaded when a status is changed, as well as permits and summary reports.  All documents are displayed in logical categories based on the type of document and the date they were uploaded.

Not Applicable Reviewer Status.
This is a new reviewer status that allows the reviewer to indicate that their review for a specific section/topic of the application is not applicable. The label for this reviewer status can be customized.

Multiple Roles Per User.
This feature allows for users to have more than one role including permit administrators and reviewers. Therefore, a reviewer for one type of application (eg: special events) can be the administrator for another type of application (eg: fire permits).

Expanded Data in Permits.
Arrays, workflow steps and the reviewer status can now be displayed on permits.  Examples include displaying all the dates and times for an event, displaying the answers to the event details questions, and displaying answers to questions that are located in optional workflow steps only if those steps have been answered as Yes.

New Features

• Created item sales report and combined with payments report to form the sales report section.
• Created custom report.
• Created documents log.
• Created “Not Applicable” reviewer status and added the ability to customize its name.
• Added the ability for users to have more than one role.
• Added ability to define default calendar date view to either event dates or setup & takedown dates.
• Added several data types to permits including:
  • Array data from applications.
  • Workflow step short name and full name.
  • Yes/No answers to workflow steps.
• Added ability to hide section of permit if conditional workflow step is answered Yes or No.
• Payment provider integrations:
  • Stripe
  • Chase-Paymentech
  • Forte
• Invoice system now works as an offline payment system if ecommerce is not set up for a client.

Improvements

• Added reviewer filter to reviewer report.
• Moved applicant survey to a new tab on the application review page and allowed for custom labels for survey tab.
• Improved display of images in permits and permit generator preview.
• The Permits tab on the application review page can now be customized.
• Improvements to Print Application page.
• Improved performance of application review page.
• Adjusted billing tool so that invoices can be emailed after they have been paid.
• Added application ID and category name to list of applications in the related applications tab.
• Added notify-only functionality to the new feature that adds reviewers based on answers within any workflow step.
• Added applicant name parameter to email sent to reviewers upon final approval of an application.
• Added ability to duplicate dependency fields.
• Added two alert messages to application review page for Draft applications and More Info Needed applications.
• Improved ADA compliance through better title tags and improvements to other navigation elements.
• Improved real time copying of application data to the calendar.
• Changed the file names in the file upload widget to be links to download the file.
• Altered the loading message to be displayed when the application report parameters are changed.
• Added ability for administrators to manage conditional approval when application status is Approved.
• Removed ability of duplicate comments to be posted.
• Added script that removes orphaned application data upon submitting a step.
• Improvements to security for tokens used to access storage tables.
• Expanded logging of user authentications.
• Streamlined hosting of code for application forms, the permit generator, reports and surveys.
• Added more recording of exceptions for various actions.

Bug Fixes

• Some calendar data was not being copied from application data.
• Closeout applications were incorrectly appearing on the reviewer dashboard for notify-only reviewers.
• Files with the .jpeg extension in application forms were not being saved.
• Applicant view of conditionally approved alert message on application review page was showing incorrect heading for customized status name.
• Deleting invoice item from existing invoice triggered redirect before invoice changes were saved.
• Duplication issue triggered when application category setting specified fields with array values.
• Changing the administrator for an application was triggering the wrong preset email notification.
• Adjusted logic for the submit application button on application summary page so it accounts for closed steps.
• If the first step of an application was internal workflow, it was incorrectly displayed for the applicant when the application was initially created or duplicated.
• Step was randomly not marked as submitted when applicant submitted step quickly.
• Fixed issues related to the create date in the application report.
• Fixed issue where permit administrator submitted application for an application type that the permit administrator role does not have access to.
• Permits configuration setting was incorrectly displayed when the client does not have access to permits.
• Refund tool was not updating the amount paid field accurately.
• Comments posted in application status change page were not appearing in activity log when overall status was not changed.
• Email report for a specific email notification was not using the date range if specified.