November 22, 2023 Release

Here's a summary of our November 22, 2023 release (one day early due to the holiday!). Full release notes are available and include screenshots and Help Center articles when applicable. Please contact your Customer Success Manager with any questions.

Licensing

Feature: Add "Partner Agency Assigned" filter to Status Changes report for agencies with Agency Relationships

Description: When two agencies have an Agency Relationship, a connected agency may have additional partner agencies. The Status Changes report now includes a "Partner Agency Assigned" filter for improved data visualization.

Availability: Agencies with Agency Relationships

Feature: [BUG FIX] Caregiver Documents 2.0: Maintain partner agency document access after template transfer

Description: Partner agency documents now transfer correctly to CBO/Misc section when transferring a caregiver to a new template.

Availability: Agencies with Caregiver Documents 2.0

Feature: [BUG FIX] Error when changing number of applicants from two to one

Description: An error no longer occurs when changing applicant number of applicants from two to one.

Availability: All agencies

Feature: [BUG FIX] Prevent status change to Recruiting Dropout when an active placement exists

Description: Agency workers can no longer change a caregiver's status to Recruiting Dropout when there is an active placement.

Availability: Agencies with Caregiver Documents 2.0

Placements

Feature: Allow Placement workers to modify Family ID

Description: For agencies using custom permissions, it is now possible Placement workers to modify the Family ID on the Placement Information page without gaining access to full application information.

Availability: Agencies with Custom Permissions