Release 5.64.0 March 3, 2022

The Annual Certification pie chart in the right hand corner of the new dashboard now is limited to faculty with appointments to the units/subunits where the user has a staff role.

Reviewer, Approver

N/A

Added a "Not submitted" filter option to the Reviewer's and Approver's "AC NOT SUBMITTED" page under the "ANNUAL CERT." tab.

All

Updated the following columns in Reviewer's and Approver's ANNUAL CERT. tab as follows:

1. Enabled sorting for "Primary Unit" column.
2. Disabled sorting for "Other Unit(s)" column.

All

Inserted a patch to exclude prior approval forms from deleted activities in email notification messages and system logic.

Reviewer, Approver

N/A

Added a primary unit column to the "Prior Approval forms" and "Annual Certifications" dashboards.

N/A

Updated select widget option labels to include the unit level for the following pages:

• Reviewer -> "Forms in Process" - "Filter Forms by State," and Activities "Filter Forms by State"
• App Admin -> "People" - "Filter by Role"

This was to avoid confusion in the case where the role labels are the same for different unit levels. For example, some campus used "Department Reviewer" as the label for both department and sub-department reviewers.

All

Added an "All" section to the Reviewer's and Approver's Annual Certification tab. This lists all Annual Certifications for the fiscal year and includes the "Export Current Data" functionality.

Reviewer, Approver

N/A

Added an "All" filter option under Reviewer's and Approver's "AC IN MY QUEUE" page under the "ANNUAL CERT." tab.

All

Updated the staff email notification links to factor in the new dashboard and page layouts.

N/A

Added an "existing UCPath ID" validation check in the "Add Staff" popup.

N/A

Stock remuneration email notifications will no longer be sent to Reviewers who are not also assigned the Stock Evaluator Role. Also, additional faculty and activity details will now be included in the email message.

N/A

Fixed an issue with the Exceeding Threshold forms not factoring in the Prior Approval forms in progress and accepted for the activity. As a result, excess Exceeding Threshold forms will no longer be generated.

All

Reinstated the Approver's functionality to accept/approve multiple Annual Certifications for faculty with no activities reported.

N/A

Added a check to confirm that a faculty has the same policy for all records in the ingest file. Removed the top level tab that displayed all ingested faculty/staff. This tab was not commonly accessed and had taken a long time to return data.

N/A

Fixed 'datatable errors' on the App-Admin: Notifications/Email page when trying to sort by "Created" or "Last Updated" columns.

N/A

Fixed "Last Updated Date" column sorting under the email tab on the faculty info page.

N/A