Release 4.55.0 March 5, 2020

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Features Affected Roles Affected Policies

Updated the Report an Activity form's layout to separate activity type/roles by category (Cat I, Cat II, Consulting, Cat III).

Faculty

All

New tags have been added for the following email notification templates: 1. Final Acceptance (approval or acknowledge) of Prior approval forms; 2. Submitting Prior approval forms; and 3. Returning Prior approval forms back to faculty.

App Admin

N/A

The Category 1 renewal form has been updated. The confirmation button has been relabeled from "Renew" to "Copy." Several form fields are copied over to renewed activity: 1. organization name; 2. general description; 3. website address; 4. description of relationship to entity; and 5. description of the nature of faculty's participation. Email notification is sent to faculty N and N/2 days prior to expiration, and N can be adjusted for each site.  N equals 60 by default.

Faculty

671, 025

Added Database tables to support database connection with QuickSight.

N/A

N/A

Changed the weekly staff email notifications business logic to include all forms that are currently in the staff's work queue.

Reviewer, Approver

N/A

The system will now verify that all prior approval forms of a faculty are accepted before the final Approver can approve or acknowledge the faculty's Annual Certification. The final Approver's view of the faculty's Annual Certification now displays prior approval forms that are still en route, with an explanation of why the 'Approve' and 'Acknowledge' options are not available.

Approver

All

Customized TH values for departments are now propagated to future years.

N/A

All

The Approver interface, the "Forms Approval Pending" tab now displays all prior approval forms in the approvers' work queue. It also includes forms that an alternative approver would need to review. The related popup now indicates the alternate approver instead of the 'Submit' button.

Approver

All

The action section code of the prior approval form popups have been improved (refactored).

N/A

N/A

The UCSF home page has been customized according to the needs of the campus.

All

All

The Final Approver for a Category I form can now enter a date within the  activity's reported fiscal year in the "approve until" field. The valid date range spans the activity's fiscal year to five fiscal years from then.

Approver

All

Bug Fixes Affected Roles Affected Policies

The "Export Current Data" download on the Auditor and Faculty interfaces now creates an export file as intended.

Faculty, Auditor

N/A

The Annual Certification PDF now displays the faculty's last name instead of the terminal Approver's last name.

N/A

N/A