02/01/2014
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CREDIT:
1. The Unanticipated Problems Log now allows for Multi-File Uploading
2. Notice to all organizations that use the Email Billing Compliance Notification System.
As you know, the $$$ values are encrypted such that the CREDIT Staff does not see them.
Then, when the email gets delivered, the values are exposed.
Starting this Thursday, January 23rd, only staff that have their profile Access Right set to Read or Write for: Financials: Show $ Values on Events will be able to see the values. This means your Billing Group need that setting in their staff profile.
Likewise, any staff that should *not* see the values, even if they email themselves, will still have them encrypted.
3. There are several new Macros available for a new Request For Payment (FRP) merge. This allows for the creation of a custom RFP Form built in the Documents Module. The Macros are:
@RFPDate
@RFPNumber
@RFPGrandTotal
@RFPName
@RFPStreet
@RFPCity
@RFPState
@RFPZipcode
@CostCenter
@RFPAccountXX (01 thru 10)
@RFPEventPayableXX (01 thru 10)
@RFPDescription
For this system to work, there is a setting in File Ops > System > System Variable Defaults > Financials > Request For Payment Uses Built-in Default Format it is Defaulted to Enable. When Disabled, the system looks into the Documents Form Module for the User to select the RFP Form for Merging.
http://www.youtube.com/watch?v=CpqOo6hStnQ&feature=youtu.be
4. There are several new fields available on the Invoices for studies. The default values can be stored (optionally) in the File Ops > Edit Department module. The fields are:
Prime Award Number
Awarding Agency
Source of Funds
Subaward Period of Performance
Subaward Number
CFDA Number
Tax ID Number
Purchase Order Number
5. If a Study is set to Patient Age Restrictive, there is an Email Notify when Patient turns: ______ (18) option. Now, 90 days before that birthday for a patient, an email will be sent to staff (who are on the Notify Patient Birthday list) giving them notice of the upcoming event.
6. DDOTS has been working with the Epic Team in Memphis (Baptist). We are finalizing the physical movement of data between the systems. As a result, some of the DDOTS Systems have changed slightly. One is that in the Protocol Research Team, you cannot simply select a different "Contact Type) for an existing entry. As an example, a Sub-PI is now taking over, and is the PI. To now make this happen, the Sub-PI must be Removed, then Re-Loaded. The Re-Load Action (if the Epic Communicator is installed) sends an update that there is a new PI for the study. While this is a little more work, it is an important element to keep Epic and CREDIT in Sync.
7. The Main Menu Link for "View Staff Events" has now been expanded to allow for reviewing Staff Assigned Tasks via the "Time Task Recorder".
http://www.youtube.com/watch?v=WwktboPCTuk
IDEA:
1. See CREDIT items: 1, 2, 3, 4, 5, 6, 7
IRBANA:
1. See CREDIT items: 1, 2, 3, 4, 6, 7
BIOSPEC:
1. See CREDIT items: 1, 2, 3, 4, 5, 6, 7
GENERAL HELP:
1. We are completing our interface with Epic. Be aware that some pages might have slight changes to facilitate that process. |