Company: Link Technologies
Case No: L12712. Project: 14.00: LinkSOFT Version 14.00
Logged By: Sanjay (Link Technologies) on 28 Feb 2022 04:08PM
Priority: Low
Product: Framework
Group: Enhancement
Time Taken: 58.00 (Weight: 58.00)
Version: 14.00
Assigned To: Development
Circulation: Development, Sanjay
Resolve By: Thursday, 30 June 2022 11:59 PM [784 days since logged date]
Status: Closed
Subject: Multiple Minor changes to LinkSOFT to improve Usability, Functionality and Stability
Summary:    List of changes implemented that are small in nature. Each change is described in the comments section.
Audit Notes:Edited by sanjay on 17/05/22 11:08. Edited by sanjay on 13/05/22 11:59. Edited by sanjay on 06/04/22 11:15. Edited by sanjay on 06/04/22 11:14. Edited by sanjay on 06/04/22 09:50. Edited by sanjay on 06/04/22 09:50. 
06 Apr 202209:50AM Comment 1 by Sanjay (Link Technologies) Case L12712 added to project 14.00
06 Apr 202209:50AM Comment 2 by Sanjay (Link Technologies) ETC was changed from 30/04/2022 to 30/06/2022
06 Apr 202209:50AM Comment 3 by Sanjay (Link Technologies) ETC was changed from 30/06/2022 to 30/06/2022
07 Apr 202209:27AM Comment 4 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 13-04-2022 09:25 AM Time Taken: 2.00
When Logging into LinkSOFT, failure results in Browser information being displayed in the error message to the user. We have removed the Browser information from the user display and placed this in the Event log.

14 Apr 202204:54PM Comment 5 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 20-04-2022 04:53 PM Time Taken: 8.00 Notes: Edited by sanjay on 14/04/22 16:56. 
Added Approval Workflow use cases for Time and Expense Claim workflows

The following examples were created based on the Standard LinkSOFT DEMO system.
User Case 1: Employee E013 enters a time entry that needs to be approved by three people in sequence.
Setup:
1. Create a Workflow named: Time Approver. Add these three users
a. Amanda Clinton. NOT AN EMPLOYEE. Username: A006. Sequence: 1
b. Allison Parkinson. Employee Code: E029. Username: allison. Sequence: 2
c. Allison Jane Hill. Employee Code: E019. Username: E019. Sequence: 3
2. Employee: Alan Arthur. Employee Code: E013. Edit the user and change the Time Management approver to Time Approver. Menu: “Global Administration ~> User Maintenance” (Workflow Tab).
3. Ensure all users have access to the role “Employee Self Serve” as this will be needed to access Menu “Time Approval”

Execution:
1. Create a time entry for employee E013. Submit this time entry. Time entry status: “Submitted”
2. Log in as user: A006. Approve the time. Time entry status: “Approval in progress”
3. Log in as user: allison. Approve the time. Time entry status: “Approval in progress”
4. Log in as user: E019. Approve the time. Time entry status: “Approved”

Notes:
1. Details of Approval Requirements and Logs are available in the “Time View - Day ~> Detail Section”, Tab Name: Time Entry Log

User Case 2: Employee E013 enters a time entry that needs to be approved by any one of three people.
Setup:
1. Employee: E013 Alan Arthur
2. Change Workflow: Time Approver as follows:
a. Amanda Clinton. NOT AN EMPLOYEE. Username: A006. Sequence: 0
b. Allison Parkinson. Employee Code: E029. Username: allison. Sequence: 0
c. Allison Jane Hill. Employee Code: E019. Username: E019. Sequence: 0

Execution:
1. Create a time entry for employee E013. Submit this time entry. Time entry status: “Submitted”
2. Log in as user: A006, Allison or E019. Approve the time. Time entry status: “Approved”

User Case 3: Employee E013 enters an Expense entry that needs to be approved by three people from the TIME workflow, in sequence, followed by three people from the CLAIM workflow, in sequence
Setup:
1. Employee: E013 Alan Arthur
2. Create a workflow named: Claim Approver as follows:
a. Anthony August. Employee Code: E066. Username: E066. Sequence: 1
b. Chris Warner. Employee Code: E068. Username: E068. Sequence: 2
c. Amanda Clinton. NOT AN EMPLOYEE. Username: A006. Sequence: 3
3. “Time Management ~> Time Setup”. Add an activity called “Medical”. Set the Workflow to “Claim Approver”. Set: Override Workflow as Unticked.
4. Change workflow: Time Approver as follows:
a. Amanda Clinton. NOT AN EMPLOYEE. Username: A006. Sequence: 1
b. Allison Parkinson. Employee Code: E029. Username: allison. Sequence: 2
c. Allison Jane Hill. Employee Code: E019. Username: E019. Sequence: 3

Execution:
1. Create an expense entry (using the configured Activity) for employee E013. Submit this time entry. Time entry status: “Submitted”
2. Log in as user: A006. Approve the time. Time entry status: “Approval in progress”
3. Log in as user: allison. Approve the time. Time entry status: “Approval in progress”
4. Log in as user: E019. Approve the time. Time entry status: “Approval in progress”
5. Log in as user: E066. Approve the time. Time entry status: “Approval in progress”
6. Log in as user: E068. Approve the time. Time entry status: “Approval in progress”
7. Log in as user: A006. Approve the time. Time entry status: “Approved”

User Case 4: Employee E013 enters an Expense entry that needs to be approved by anyone from the TIME workflow, followed by three people from the CLAIM workflow, in sequence
Setup:
1. Employee: E013 Alan Arthur
2. Change workflow: Time Approver as follows:
a. Amanda Clinton. NOT AN EMPLOYEE. Username: A006. Sequence: 0
b. Allison Parkinson. Employee Code: E029. Username: allison. Sequence: 0
c. Allison Jane Hill. Employee Code: E019. Username: E019. Sequence: 0
3. Change workflow named: Claim Approver as follows:
a. Anthony August. Employee Code: E066. Username: E066. Sequence: 1
b. Chris Warner. Employee Code: E068. Username: E068. Sequence: 2
c. Amanda Clinton. NOT AN EMPLOYEE. Username: A006. Sequence: 3

Execution:
1. Create an expense entry (using the configured Activity) for employee E013. Submit this time entry. Time entry status: “Submitted”
2. Log in as user: A006, Allison or E019. Approve the time. Time entry status: “Approved”
3. Log in as user: E066. Approve the time. Time entry status: “Approval in progress”
4. Log in as user: E068. Approve the time. Time entry status: “Approval in progress”
5. Log in as user: A006. Approve the time. Time entry status: “Approved”

User Case 5: Employee E013 enters an Expense entry that needs to be approved by three people from the CLAIM workflow, in sequence. We want to Bypass the Time Entry Workflow.
Setup:
1. Employee: E013 Alan Arthur
2. “Time Management ~> Time Setup”. Add an activity called “Medical”. Set the Workflow to “Claim”. Set: Override Workflow as Ticked.
3. Verify the workflow named: Claim Approver is as follows:
a. Anthony August. Employee Code: E066. Username: E066. Sequence 1
b. Chris Warner. Employee Code: E068. Username: E068. Sequence 2
c. Amanda Clinton. NOT AN EMPLOYEE. Username: A006. Sequence 3

Execution:
1 Create an expense entry (using the configured Activity) for employee E013. Submit this time entry. Time entry status: “Submitted”
2. Log in as user: E066. Approve the time. Time entry status: “Approval in progress”
3. Log in as user: E068. Approve the time. Time entry status: “Approval in progress”
4. Log in as user: A006. Approve the time. Time entry status: “Approved”


21 Apr 202204:18PM Comment 6 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 27-04-2022 04:09 PM Time Taken: 12.00
  1. Changes to date and Time entry in Helpdesk in the following areas to enable Time entry:
    1. Helpdesk ~> View All Calls ~> Edit, Comment Edit and Projects
      1. Add/Edit a comment - Next Followup Date has a Time portion
      2. Add/Edit Case Header and Projects  - Resolve By has Date and Time portion
  2. Call Document - Changed display format of
    1. RESOLVE BY
    2. Next Followup Date

22 Apr 202201:35PM Comment 7 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 27-04-2022 01:34 PM Time Taken: 4.00
Added Delete of Prescription Transactions in the procedure to "Clear Transactions For New Branch". The next Prescription number is also reset.

09 May 202211:02AM Comment 8 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 11-05-2022 11:00 AM Time Taken: 4.00
User Login has been changed to send Two Factor Authentication to the User account even if the "System.Operating.Mode" is  not "Live"

02 Jun 202211:13AM Comment 9 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 08-06-2022 11:09 AM Time Taken: 6.00

Menu: Pay Processing ~> Bank Pay Submission

Changed Validation to make Bank Batch ID required for Westpac files, as required by the Westpac Specifications. Below are the Batch ID's to use.

  1. WBC Bank Files require Batch Number
  2. Below is a list as per WBC Documentation
    • 201 - 210 Weekly pays
    • 211 - 220 Fortnightly pays
    • 221 - 230 Monthly pays
    • 231 - 240 Casual/Temp pays
    • 241 - 250 Bonus Pays
    • 251 - 260 Other

02 Jun 202203:33PM Comment 10 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 08-06-2022 03:32 PM Time Taken: 2.00
Added Maximum RowsToReturn Configuration to Helpdesk Project View and Knowledge Base View.

16 Jun 202211:29AM Comment 11 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 22-06-2022 11:28 AM Time Taken: 5.00
Helpdesk Performance Improvement on Call Analyser forms. Added "RowsToReturn" configuration into Call Filter list

20 Jun 202203:15PM Comment 12 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 22-06-2022 03:14 PM Time Taken: 4.00

Refresh Default Home Page content if it is not modified


New Home Page Content is in between dashed lines:

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Change Password
hr

Every user should change their password and add a "Security Question" and "Answer". The "Security Question" and "Answer" is used to validate the user at "Password Recovery".

You can change your password by selecting "Change Password" from the menu. Follow the instructions on the "Change Password" form. Keep in mind that the "Password" and "Question-Answer" are case-sensitive.

Basic Tips on Using the Portal

hr

The menus listed on the side panel are the menu items your administrator has allowed you to use. You can navigate through the menu items using the side panel. You can search for a menu item using the "Search for menu items" panel.  If you cannot find the menu item, ask your Administrator to give you access.

Reports allow you to view data based on filters. Reports can be accessed from the menu "Business Intelligence ~> Reports". When the report is selected, the list of filters will appear below the selected report. Select your filters and select the option to "View" the report.

Support

hr

Our online helpdesk allows our customers to log their issues as well as review the status of their calls and search our extensive knowledge base for answers to common questions. Our Online help file can be accessed through this link. You can also email support at Support@LinkTechnologies.com.au

Office hours are Monday to Friday, 8 AM to 5 PM except on public holidays. 

You can search our internal call logs at this link.
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04 Jul 202210:11AM Comment 13 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 06-07-2022 10:08 AM Time Taken: 4.00
Added two BI Views for administrators: 
  1. RoleMenuAccess - displays roles and associated menus. Useful when determining how to allocate menus to roles

  2. RoleMenuAccessByUser - Displays user's access to each menu including user security settings


#Role #RoleMenu #RoleMenuAccess #MenuAccess

04 Jul 202211:26AM Comment 14 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 06-07-2022 10:11 AM Time Taken: 3.00
Link Licence Module - Added Cost Ratio configuration to calculate Annual Subscription Prices. The default value is 3. Annual Subscription = Total Software Price (Based on Price List) / Cost Ratio.

21 Jul 202204:51PM Comment 15 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 29-07-2022 04:50 PM Time Taken: 4.00
Completed testing multiple minor changes in internal systems.

If you have any queries regarding this support incident, please email admin@linktechnologies.com.au and include the Case No: L12712 in the subject line of all emails regarding this issue.

Document size: 16.5 KB
For call complaints, please contact the Managing Director of the company using this form