Jul 2019


dashboard


The 'Summary" screen has been replaced with a new "Dashboard".  On the Dashboard, Ivo can present customised query data whenever staff login.  The queries/data can be customised for each staff member.  For example, when logging-in to Ivo advocates could be presented with a list of clients that haven't had a file note for more than x weeks, while a manager could be presented with an overview of advocate workload like this -



Phase 2 of the new dashboard function is to look at adding chart/graph functions.


The dashboard also has a new notification -



When logging in, Ivo will automatically review the staff member's records to identify any that haven't had a file note for more than 6 months.  Old records that have been left open will generally be counted in current reports, so this function will help keep this problem under control.


Note the "Close Activity" button at the bottom-right of the screen.  If staff use this button to close the record then Ivo will pre-fill many of the fields with default answers to make closing these records as quick and simple as possible.


Settings for controlling this function can be found here - 





RECORD RESTRICTIONS


The ability to restrict access to Ivo data according to "Funding Source".  That is, you can specify that only certain staff can access the data of clients receiving a particular type of support.




NEW DELETE OPTIONS (ADMINISTRATORS ONLY)


Ivo administrators can now delete Entities and Activities from the "Options" menu on the "Manage Clients" and "Manage Activities" screens -






View Other staff's Clients


When you access staff records from the "Manage Clients" screen, their current clients are added to the navigation tree on the left-side of the screen.  This makes it extremely easy to view the workload of an advocate (eg. if they have left or are on leave) -



By default this is only accessible by administrators, however individual staff can be given this access as well -





File Notes


File notes should load noticeably faster, particularly for records that have a large number (eg. over 100 file notes).


An "All File Notes" tab has been added to the "Manage Clients" screen.  It enables you to view all file notes for all activities for a client in the one place -



Alternate file notes in the list are coloured differently for clear distinction (the colour can be customised). 





DATE SHORTCUTS


There are now a variety of shortcuts that can be used when entering dates.


For example, typing "t" will give today's date, and "y" will give yesterday's date -



There are also advanced shortcuts such as "stm" which means "Start of This Month".


Please see this article for full details. 





Contacts


The "Contacts" section now contains an "is a contact for" section which shows the entities for whom the currently selected entity is a contact for.  It this example, viewing the record for Colin Firth reveals that he is the "Case Manager of Bob Hoskins" -



Note that the right-click context menu now has an "Edit Relationship" option.





More detail when selecting a client while creating a new record


Ivo now searches both given and family names, and additional data columns are displayed (Entity ID, Also Known As, and Client Code) -






DEX IMPRovements


Key fields have been added to the check data function, and are now mandatory when closing advocacy issues -




The DEX Export screen has several new options -





  1. Only process client data - this allows you to update the client data (eg. country, language etc) for a previous reporting period - no case or session data is included in the report;

  2. Run the report for specific entities only - there are occasionally issues with just one or two clients in a report that are only discovered once uploaded (the main one is where post code information in the DEX is newer than that in Ivo, resulting in an error.  Please note that in these instances, all other valid data does get uploaded.  So it is now possible in Ivo to fix the one or two clients with an error and then re-run the DEX report just for them, making the process much faster.

  3. Advise 1024 DEX upload has been completed successfully - 1024 will send out reminders regarding the DEX report as the cut-off date approaches.  By letting us know you have successfully completed your report, we can exclude you from these emails.

  4. Process 'bad' advocacy rows as "anonymous inquiries" - if you have an advocacy client with incomplete data that you are not able to complete, you can choose to have Ivo report the client as an anonymous inquiry instead.

  5. Save current selections as default settings - only the "Process advocacy records" option is selected by default.  There have been instances of feedback to some organisations, but by no means all, regarding the inclusion of inquiries and so on in the DEX data.  This feedback seems to be dependent on state and/or individual grant manager.

    As 1024 has not received any clear instruction from the central NDAP team as to what data should or should not be included, we have turned all other options off by default.  If you wish to include this data (ie. inquiries, systemic issues etc) then simply tick the appropriate option.  You can then use the "Save current selections" option to save these choices for the future.





OTHER CHANGES


The Victorian QDC report has been updated to new requirements.


There have been significant speed improvements to the running of certain queries.


If you require a query to be written for you, there is now an import function available so that we can write the query here and you can import it, making the process much quicker and simpler.




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