This page contains release notes for ConnectSx applications, including Console, vTrakr, and UDIdentify, beginning with the current releases as of May 18, 2022. For additional information or questions about items contained in releases found here, please submit a ticket here.
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released 6/28/2022 Added the ability to assign loose inventory to a container from the Inventory Request Fulfillment workflow Added several flags to device detail pages, including: Low Stock: when product level hits 20% of set Par for that item (visible to Admins only) Back Order: When Items have a product level of “0” (visible to Admins only) Lot Edited: when an admin user edits the lot number of a given device (NOTE: devices with UDIs cannot be changed unless the UDI is also changed to match the new lot number)
Added new flags to event detail pages, including: Added Min an Max quantity fields to the BOM detail Added the ability to associate an event of ANY status with a transfer, directly form the transfer workflow Added auto-association to events, assigning a container to an event automatically as soon as a device form that container is marked in the event Added Auto update to Event status, changing an event to PAID if both the Invoice paid and commission paid checkboxes are checked UI/UX updates to Inventory Detail pages, including: Moved Notes, BOM, and Comments fields to the Information section Added support for new special characters to the Item detail
Added Requested by and Manufacturer filters to Inventory Request search Added field for “Need by” date in the inventory request form Added the ability to specify a Ship-to address in inventory request UI/UX improvements for Container detail pages, including: The ability to download a Sales Order PDF without prices Made the Notes field optional in the Request and Transfer creation screens Added an alert to inform the user if devices with mismatched locations are being added to a container Added an expiration column to the device list PDF export from the container detail Added cascading updates, changing the location of all items in a container when the container location is changed Added the ability to change the selected container assignment in an open inventory transfer
Bug Fixes: Fixed a bug that prevented users from transferring items if a “\” was present in the lot or serial number field Fixed an issue preventing a user from sending a sales order PDF in a “Return” event fixed an issue that prevented some users from being sent the PO Reminder emails Fixed an issue that prevented all assigned sales users from being included in the PO reminder emails to a Distributer User Fixed incorrect display of commission numbers on the User Detail screen Fixed pagination numbering issue Fixed an issue that caused the search field focus to be removed in the mark used inventory screen, requiring a user to have to click back into that field after each search execution Fixed a bug that was adding an extra character in from of the currency symbol for account using “pounds” Fixed a bug that included inactive containers in the Assigned Containers list on the BOM detail page fixed a bug that prevented search filters from being cleared on the Events page
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| title | Upcoming Release: 4.2.0 Release Date TBD (Items on this list may change prior to release) |
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What’s New: UI/UX Improvements Addition of a new top level navigation item “Movements,” that now includes Transfers, Requests, Request Recipes, and Locations Exposed all status pills in the inventory list page Increased the visibility of required fields in various forms Changed various labels to improve clarity Changed the “Assignments” section on the User detail page to improve the way directory items are viewed and assigned to users Added tooltips on items with long description in events, transfers, and inventory to allow users to see the entire text on hover, without clicking into the individual item Added “copy to clipboard” for UDI and Serial number fields in inventory Inventory detail Added “# of items in container” display in right column of container Container detail Updated text on various error and status messages Added an alert icon with hover text in various location locations to inform users of any exceptions found for the item being viewed Updated the address section in Organization Detail page to include separate fields for each address item (City, State, Zip) Added type-ahead search when adding tags to inventory to make it easer to re-use tags Cross Added cross-linking from the BOM page to the catalog item page Changed “Closed” status for all events to “Pending PO” Moved BOM details to their own separate page Added the ability to add containers to a BOM from the BOM Detail Added new filters and search criteria for various page searches, including: Filter by Event ID on Event list page Search by catalog, lot, or container on the Locations page
Complete mobile style redesign to align with new Console redesign
Settings and Configurations Added “Shipping Address” section to Manufacturer detail pages Added a feature to allow Admins to set/update a form number for Sales Order Forms Added a new setting to allow an admin to force a user to add notes when a device is marked In“In/Out, Mission” “Missing,” or Damaged “Damaged” in an Event Added the ability to assign 1 or more locations to Facilities in the directory Added searchable Tags to the physician detail page
Inventory Management and Details Added a feature to update consignment status of all assigned inventory when the consignment status of a container is changed Added the ability to auto remove items from a container to fix an overage base based on an assigned BOM Created an Inspection workflow for devices and containers that tracks inspection status and history Created a link between individual inventory items and the import that created them Added Created On “Created On” date column for all inventory items in the Inventory Export report Added new improvements to the import flow to decrease minimize the ability for users to add bad data Added a feature to automatically update Hold Status to Quarantine “Quarantine” when any item Expires
Reports and Data Exports Added CSV export for Container Device List Created a new Container Turn report Created a new Transfer Report Added the ability to download a CSV of current pricing for a given Facility Added Commission Total “Commission Total” to the Commission report
Alerts and Notifications Improved error messaging in various locations to provide additional clarity Added data labels to all automated PO Reminder emails Added new Flags/Chips to various items across the platform, including: On the Container Detail when a Container does not match its assigned BOM On the Event Detail when a marked item does not have a corresponding facility price On the Transfer Detail when the transfer was initiated from the fieldsender and recipient are both sales/distributor user types
Inventory Adjustments and Auditing Added a new Event Type for Inventory Adjustments Added a new section to the BOM detail page that shows how many items are in stock for each item associated to the BOM, how many containers can be created with those items, and how many Complete Containers can be created from the specific BOM given all devices available
Integrations Added the ability to send to Catalog # to the Quickbooks SKU field if that field exists in customer’s Invoice template Fixed an issue that prevented NOTES from the Quickbooks template from being retained when data was exported from the Console
Events Added a setting that allows an Org to bill any manufacturer in their account as the default organization Added a feature to prevent expired items from being added to specific Event types: Case, Loan, Stocking Order, Subscription, Trial Added a check box allowing field user to confirm “All device devices at Facility, Ready for Use” Added the ability to reverse the sort order of the Device Usage list in the Device Detail page Added a feature to allow a user to remove a PO number from a previously closed case . (Removal returns case status to “Pending PO.”PO”) Added option to bulk mark all items in an Event as “No Charge”
User Roles Added a user role “Custodian Only” that allows organizations to have noonnon-licenses licensed users who can hold custody but not log into the system Added the ability for Distributors to view sales reports for the Sales users in their group
Inventory Transfers and Requests Added the ability for an Admin to associated existing Transfers with existing Inventory Requests Added the ability for Admins to reset Due Back dates without transferring inventory Added the ability to set Due Back dates in the transfer workflow Added the ability for an admin to modify items inside a pending transfer (remove/add) Added the ability to fulfill requests with unlimited Partial Fulfillments Added the requirement that items added to a container through a transfer will inherit the location of the container they are transferred into Added a calendar view to the Request List page that shows items by the assigned Need“Need-by by” date Added the ability to add a tag to inventory during the transfer process Added the ability to assign a new location to all devices during the Transfer workflow Added the ability for a user to request signify “Implants Only” or “Instruments Only” during the Inventory Request process Added the ability to select the quantity being transferred from the Select Inventory screen in the Inventory Transfer Wizard Re-arranged the data columns on the Review screen of the Inventory Transfer Wizard
Bug Fixes: Fixed an issue that prevented NOTES from the Quickbooks template from being retained when data was exported from the Console Fixed a filter issue when using Facility Stock items in a Case that prevented those items from showing as “Used” until the case was closed Fixed an issue that prevented some users from selecting an item by its search tag in an event or transfer Fixed an issue that prevented the system from ignoring capitalization on the user’s email address during the User Invite process Fixed an issue that caused the site to direct some users to an error page while generating sales reports
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Previous Versions
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| title | 4.0.1, released 5/18/2022 |
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What’s New: Fixed an issue that allowed users to select today’s date when running sales reports, even though data was not yet available for the current day Fixed an issue that prevented Sales Order emails from being sent in a “Return” event Fixed an issue that prevented sales users from seeing distributor containers when marking inventory in an event, even though distributor inventory is shared with those users Fixed an issue that prevented Admin users from sending PO reminders to Users who have not previously logged into the system
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