In the application form designer for VSys Web Advanced applications, "slot combo box" fields now support Include blank as an option.
Added the concept of time zones; various North American ones now come built-in. Locations can be linked to time zones; a location with no time zone will inherit its time zone from the nearest immediate ancestor that does set a time zone; any iCalendar file generated for an assignment, interview, training or slot that is linked to a location with a defined time zone will now use that as the offset from UTC, respecting Daylight Saving Time as applicable on the date of the event.
The various supervisors setup tools (VSys One and Anywhere) now indicate, for each supervisor, how/why that person is a supervisor.
Using VSys One, setup of letter templates, certification types, custom field definitions, lists, training courses, job groups, and many generic setup options can now apply selected ownership tags to groups of items in one pass.
Attachment types now have the optional property VSys Live description.
Custom field definitions now support a Comments property, which is solely for administrative use.
In VSys One, the main screen section "Applications" is now renamed to "Desktop application forms" for clarity.
In VSys One, editing a mandate now includes the link Select mandator; clicking this and selecting a person assigns values to the appropriate fields.
Holidays now support ownership tags.
The custom fields setup tools in VSys One and VSys Anywhere now indicate, for each field, if it's limited to specific groups and/or jobs; VSys Anywhere-based custom field setup now supports assigning group limits to custom fields.
In the Object renaming tool, statuses which VSys always consider to be inactive are designated as such for clarity.
Projects now support the concept of Implied job tags and Implied location tags. These properties are virtually applied to all jobs and locations within the project, but only when using the VSys Live job lookup action link: they're not applied or considered when reporting on jobs or locations.
The Project Archive Tool now shows project groups,; minor modifications to how it logs results.
If the VSys One hours entry tool's tool profile settings specifies one or more valid jobs and/or locations, posting hours with invalid jobs or locations is now prevented.
People
The VSys One advanced person lookup tool now bookmarks and recovers the list of selected columns and sort order.
Added direct support for personal pronouns to volunteer profiles, plus default pronouns for extended genders and default pronouns (by gender) generically.
Added the concept of "Categories" for people. These work much like "groups" except that they must first be globally enabled, and an individual person can have zero or more categories - there's no Primary category property, all categories for a person are of the same degree. Categories can be used in filters and as criteria in assigning security rights.
Various field organization changes in the VSys One profile editor.
Added the new property to people, Web password no reset; when checked, the VSys Live/Anywhere password reset tool - and only this tool - will disallow password resets for this account.
When a person is saved as not banned, now clears the Banned reason field.
When deleting a person from VSys One, if that person is a VSys Security user, now displays a louder message in the confirmation prompt.
Jobs, Job groups and Assignments
Job and job group definitions now support setting the sender name and e-mail address to be used when notifications referencing these jobs/job groups are sent and Make e-mailed notifications appear to come from the 'supervisor' of this item is checked. When that is checked, VSys finds the supervisor by first looking at the explicit supervisor of the hours record, assignment or job association in question. If that is blank, it then looks to the name/e-mail in the job definition, falling back on the name/e-mail in the job group.
In the various VSys One assignment calendar tools along with the "Job slots and assignments into them" tool, when attempting to edit or delete an assignment, now permits this if the user has edit rights to the slot's job, or edit rights to assignments in that job.
Assignments now have the property Cancellation comments; this can be manually set by an administrator and is automatically filled by any comment entered by the volunteer when self-cancelling an assignment.
Job definitions now support the properties Custom fields to prompt for at VSys Live signup and Custom fields to require at VSys Live signup. A job slot for a job with any of these will prompt the volunteer (and require as appropriate) values for these fields which get set in the assignment, not the slot
When determining the dollar value of an hours record, if the job and its job group both specify zero, VSys will now look to the job group parent.
In the slots calendars and slots editing tools in VSys One, added the ability right-click on a slot --> Test a person in this slot.
Open schedule jobs can now experimentally limit the number of signups to them.
In various VSys One slots editing tools, editing multiple slots at once via right click --> Edit this slot --> This and others like it now brings in the Don't show for lookup property of the first slot in that series as the default value for all slots being changed.
When filtering people based on training records, added the option Only if this is the latest training for a given subject. Also: now, unless explicitly included, trainings that indicate the person to be an instructor are now excluded from consideration.
When extending job slots, now carries across the required lists and the job override description.
Slot coverage/NODA slots now support start intervals of up to 24 hours rather than being limited to one hour intervals.
In the VSys One Job slots and assignments into them tool, added right-click options to assignments allowing copying of the volunteer’s address/phone number/etc. to the clipboard.
In the VSys One jobs setup tool, added the right-click option Change locations. This tool finds all instances of the selected locations in assignments, hours, job associations, job slots and in the current job's definition and changes them to the newly-selected location. The VSys.ini file setting [Magic]JobLocationsMigrate=1 must be in place for this to be available.
Now supports setting custom field values for recurring assignments.
Job groups now support a Holidays setting; when configured, any job that does not have 1+ explicitly assigned holidays will call back to the holidays defined by its immediate job group.
Certifications
Added the concept of "Certification groups". Rights assigned to a user or role to a certification group are used when no explicit rights are assigned to a given user for a specific certification; note that rights for the specific certification are checked through the person's roles and default user rights before VSys falls back on the rights given to the certification group.
The certification definition merge tool is now unavailable if either certification is encrypted.
In VSys One, when viewing/editing an attachment whose content is a JPEG or PNG file, clicking on the preview of the image now opens it up in zoomed mode.
When defining certifications, added the properties Read-only and Read-only but allow import using Interactive File Importer for individual fields.
Security ownership tags can now be assigned to certification definitions.
Training
When creating a new training course, if no ownership tags are assigned to that course, the ownership tags associated with the course's subject are now automatically applied.
Training subjects now support expirations based on specific or relative dates.
The Interactive File Importer, when importing training records or training courses, can now associate comments with those items.
The VSys One training courses setup tool now supports additional filters.
Security Manager
Certain objects such as jobs, certifications and projects now support checkboxes in order to update many items at once. Note that changes are applied as if each item were individually right-clicked on and that popup selection made, relative to the selected item. For example, if Superuser is selected for the current item and checking that from the popup menu would remove that, it's removed from that item, but items that don't already have Superuser would get that *added* since that's the effect that individually right-clicking on that item and selecting Superuser would have had.
On starting VSys One, if the user does not have security rights to their default tool profile, nor rights to the built-in VSys One tool profile, VSys will now attempt to find and use any tool profile for which the user has rights.
Now supports setting an explicit SMS number for each user to be used for two factor authentication in VSys One or Anywhere; added a security option to require that VSys only use this value and not fall back to a mobile number in a user's address.
System Preferences
Added advanced system preference Don't attempt to decode or render attached PDF files. When checked, VSys will not internally render PDF files or previews of PDF files. Enable this when you have issues with non-standard PDF documents that cause the PDF rendering engine in VSys to fail.
Added advanced system preference to define the default time zone; if set, iCalendar files sent for events whose locations do not specify a time zone will use that default time zone.
Added advanced system preference Disable 'View in folder'; this affects the results popup window after running a report or export.
Added advanced system preference When setting up open schedule jobs, show 'job' and 'location' as separate columns.
Added advanced system preference Within certifications, disallow adding new attachments.
The advanced system preference Prevent editing of the Integration ID field in the Profile Editor is now available even if the Scripted Integration Module is not enabled.
Added advanced system preference In notification template, include "deep"/additional fields for people. When checked, unusual fields for people such as Alternate first name are available in notification merge templates.
Added advanced system preference Log detailed information when sending background check requests.
Added the global system setting Google Maps API key (non-VSys Live), used when geocoding addresses.
Filtering
Filtering around certifications as the primary element in reports, exports and as letters has been rebuilt.
In places in VSys One, Live, Anywhere and Kiosk, where a person's presence (or anti-presence) on a list is required/excluded, inactive lists are now no longer considered.
The filter Inactive, when set to exclude inactive people, now no longer supports an integral Date active filter, that must now be applied separately.
Many filters now support the option of Exclude records that match this filter which effectively reverses the effect of the filter.
Many filters - only when the data source is people - support Add matching records which instead of the default behavior of requiring that previously-selected records also meet this filter, adds people meeting this filter to the existing results. Note that this mechanism depends on the order of the filter operations to work as expected.
Certain filters which could only be added once to any list of filters such as Age can now be included more than once. This usage is now relevant and doesn't necessarily represent contradictory criteria given the availability of the Add matching records and Exclude records matching this filter options in filters.
Filters on interview now support the property Interviewer.
Filter Assignments now supports filtering on credited/uncredited assignments.
Filter Job associations filter now supports filtering on the last changed date for individual job associations.
Filters for specific survey responses now support filter on date range.
Filters Completed assignments/hours records and Hours volunteered now support filtering on Location.
When filtering on people based on their job associations, now supports filtering on the hours credited to the volunteer based on the job in the given job association. Note that VSys does not link hours to job associations, only to jobs, so hours credited to the corresponding job via a different route or even a different job association are still counted.
Notifications
Many notification events now support the setting Make e-mailed notifications appear to come from the 'supervisor' of this item, where "supervisor" is the supervisor, instructor, interviewer, etc. applicable to the item being referenced. If this and Make e-mailed notifications appear to come from the person's primary supervisor are both checked, the supervisor here - if not blank - overrides the primary supervisor even if available. If this and cc: primary supervisor are both checked, the supervisor here - if not blank - overrides the primary supervisor for "cc:" purposes as well. This setting is only available for notifications delivered by e-mail, and the notification is being sent singly (i.e. not as part of a consolidated e-mail with multiple notifications combined into a single message). The sender/cc: value is computed at sending time rather than when the notification is generated, thus taking into consideration any changes which may have been made to the supervisor/instructor/interviewer between generation and delivery.
Most subscriptions now support the delivery method "VSys Live", which allows them to only be shown in a VSys Live listing view.
Subscriptions that can require lists can now also have "anti-lists", i.e. lists where if the recipient is present on any of those lists are excluded from notification.
Notifications sent via SMS now support consolidated delivery.
Assignment counts now logs the effective min/max dates in its results.
Assignment reminder now supports filtering on Assignment status.
Assignment reminder, Training reminder, etc., when limited to events starting or ending some particular distance from now, instead of expanding that distance to include any that start/end on the *day* calculated there (e.g. if it's 1am and only selecting those starting in 24 hours, VSys would take any that start on the current day or the next, rounding that "1am tomorrow" to "end of day tomorrow), now limits itself to those that start/end before that date/time (in the above example, only those starting no later than 1am tomorrow).
Incoming messages now support anti-incoming message classifier rules, i.e. any message that meets one or more of these rules is excluded from notification; this is intended primarily as a spam filter.
New assignment revises the description of Created between to Last updated between which appropriately matches its action.
Slot statuses/Slots needing volunteers can now filter on whether or not the slot is hidden from lookup on VSys Live.
Notifications based on assignment or training statuses can now optionally include iCalendar files; this is primarily intended for notifications when these items are cancelled.
Added All people; it's designed for special cases and triggers based solely on the criteria/filters within it.
Added Expired or missing certification; it uses the exact same mechanism as the filter of the same name.
Added Job association reminder. This supports filtering on start and end date for the job associations.
Added New VSys Security account. Note that this event only captures VSys Security accounts created using VSys version 4.0.1.11+.
Individual notification subscription events can now specify a min delay between runs.
Enhanced the filtering of notifications, esp. as regards primary (subscription) level filters.
Subscriptions based on attachments can now optionally include the referenced attachment in the notification e-mail.
Subscription templates, when used for events that reference people, can now include detailed fields from the most recent of any certifications for that person.
Notifications for people who are deceased, banned or archived are now no longer deliverable by e-mail or SMS.
Notifications based on VSys Live applications can now selectively apply to the first (or specifically not the first), last (or specifically not the last) application of that type for the applicant, and/or whether the application created the person or not.
Various notifications can now filter based on project(s); note that if 1+ projects are selected, job and location filtering is not available.
Notifications for generating application approval links for certifications now no longer require that an initial application type be selected; this is intended to allow manual entry of those certifications into a profile and still generate a notification.
Subscriptions now include additional logging in notifications based on delivery attempts, successes and failures; a delivery failure now marks the notification as failed rather than allowing it to retry repeatedly.
When viewing a list of notifications, now supports right click -> Deliver for e-mail and SMS notifications.
Eligibility Checklists
When configuring eligibility checklists and in profiles, now includes more detailed information about required lists.
When referencing certifications as requirements, can now include filters/requirements based on any date, combo, checklist, or numeric field.
Using Filter as a requirement now properly excludes Complex criteria as an option.
Conditions based on certifications now experimentally support matching string/memo fields against a regular expression.
Checklist rules now support the setting Don't show this item in VSys Live merge templates when the item is complete.
Added the new reportable field Days to completed, which is the number of days between the Completed and Started dates if both are non-blank and the Status of the checklist is Completed.
Added the new reportable field Days to abandoned, which is the number of days between the Abandoned and Started dates if both are non-blank and the Status of the checklist is Abandoned.
Screening
Changed the Sterling Volunteers integration so that detailed logs are now saved in a logs/ folder relative to the path of the running copy of VSys.exe, rather than the folder that VSys was started in
The Sterling/Verified Volunteers background check retrieval mechanism now logs all URLs retrieved along with record counts from each, a mapping of every retrieved orderId (Sterling's order code) -->apiCandidateId (the 16 digit code of the request in VSys), and apiCandidateId-->orderId.
When sending Sterling/Verified Volunteers requests, now strip any non-alphanumeric characters from the name fields.
Deprecated Export to Outlook from the Interview Manager
In the Applications Approval Manager in VSys One, any job associations created as a result of the application's submission are now shown in a popup window.
Communications (Email/Print/Text)
SMS setup now supports a Twilio status callback URL; when set, Twilio will post back status changes (send, failed, etc.) for outbound messages. This should only be enabled where there is at least one VSys Live site running VOXI 4.0.1.71+.
Added the new SMTP setting "Default subject"; emails which have no subject line will use this by default (SendGrid now requires a subject property for outbound e-mails).
Mailing label types now support the property Don't print address in basic mailing label reports. When checked, basic mailing label reports (not custom mailing labels!) will omit the address from the label; no filters or other settings are affected, including those that require or don't require an address for the person, it just suppresses the address if it would otherwise be printed.
Mailing label reports, when used as a user-configurable report or in VSys Anywhere, now support the property Omit address. When checked, this report will omit the address from the label; no filters or other settings are affected, including those that require or don't require an address for the person, it just suppresses the address if it would otherwise be printed. Note that this setting and the Don't print address in basic mailing label reports property of a mailing label are cumulative: if either or both are true, no address will be printed.
In the VSys One listing of letters generated via mail merge, now shows the E-mail address column even if there are no manually-initiated sending methods available.
In VSys One, when using the mail merge tool to send a fixed-content SMS message, now allows messages longer than 160 characters if enabled in the SMS settings tool.
When delivering letters by e-mail, if the letter should come from the recipient's primary supervisor and/or should cc: the primary supervisor, now includes additional logging regarding the primary supervisor's existence and e-mail address validity.
Reports
In most places in VSys One that show on-screen report results, the Print button now brings up an option to print the report to PDF and e-mail it to someone.
Saved reports gain the property Instructions; when used in VSys Anywhere, reports and user-configurable reports now display any instructions associated with that report.
Reports and exports based on slots can now filter based on whether or not the slot is hidden from lookup on VSys Live.
Reports based on hours can now reference the job association most appropriate for that hours record. Note that since hours records, when posted, do not link to a specific job association at that time, this reporting is a "best guess" to tie the hours record to a job association for that volunteer with the same job.
Reports and exports based on hours can now experimentally be run on the basis of hours pending approval.
For reports based on assignments, added the new reportable field Signature line (just a dotted line) and Signature line (HTML) (which is some HTML that will generate a blank line).
Reports based on survey results now strip HTML from the response texts.
Added the new reportable field VSys Live description to jobs; this falls back to the job's base description if that field is empty.
Reports and exports based on application forms can now filter on Requested site, Requested department and Application handler.
The reportable field Job associations for people now only includes only active job associations.
Reports and exports based on job associations now support filtering on the hours credited to the volunteer based on the job in the given job association. Note that VSys does not link hours to job associations, only to jobs, so hours credited to the corresponding job via a different route or even a different job association are still counted.
For VSys Live online trainings taken using VOXI version 4.0.1.122+, VSys One and Anywhere can now run reports based on the quiz questions and answers associated with those trainings. Note that filtering here is done on the basis of the training (not the questions/responses), and this data is only captured by VSys Live when that version or higher of VOXI was used during the training. Note also that if an older version of VSys One (prior to 4.0.1.122) is used to edit and save changes to these trainings, the detailed question/response records may be lost.
Locations
The VSys One locations setup tool now supports hiding inactive locations; now indicates security ownership tags as appropriate and allows right-click changing of those tags in bulk.
In VSys One, the locations checklist editor now supports right click --> Select/Unselect locations based on location tags.
Surveys
Added a new survey type, VSys Live checkout only. These can be associated with the VSys Live or VSys Live Kiosk checkin/checkout action links, support only a single question and very limited options. When enabled, at checkout, user is prompted - optionally - for a single one of these options. Note that since these post as survey results, and surveys don't link back to hours records, you can select people w/surveys and various responses, but not select or report on those responses in relation to a specific job/shift.
A screening survey shown at checkin which generates 1+ alerts is no longer considered to have been completed for the purposes of requiring it at checkin. This means that a volunteer whose survey generated an alert, if they should try to check in again, will be presented with the survey again regardless of any limitations on how often the survey may be completed.
VSys Live surveys now experimentally support variable field visibility.
Bulk Value Updater
Job groups, jobs, and most setup options can now have their ownership tags updated.
When updating hierarchical items, e.g. job groups w/job group parents, now shows prospective items in that hierarchical format.
When used to change the Job property of an object, it now shows the description of that job in hierarchical format.
When updating job definitions, now supports filtering on a job's active/inactive status.
Database Merge Tool
Can now optionally apply ownership tags to incoming objects.
Now ensures that any optional tables, fields or indices are present even if not required.
Should be substantially faster and more memory efficient for large trace tables.
Incoming options that would normally be given a user prefix are now not assigned a prefix if the item's parent has (or will be) assigned a prefix.
Numerous enhancements, including detailed handling of security ownership tags, fixing an issue with flattening job group parents, and now always logging the full merge results to a logs file even if not prompted.
