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Release Notes

Release Executive Summary

Version adds new pages, enhancements, security fixes, performance enhancements and bug fixes to the release.

Release Date: January 14, 2021

Last Updated: January 28, 2021

Bug Fixes

  1. Report Writer
    • When using the Expression Editor some WSI custom functions were throwing an error when displaying the description.  This has been corrected.  The functions have also been moved into a WSI category instead of the generic All category.
    • Fixed the “GL Budget Prepare Summary” report as it was being skipped when upgrading between different versions
  2. Salary Budget
    • Fixed a strange bug that was caused when switching cost centres using the main cost centre filter drop down.  Sometimes the user would get a target invocation error or a null exception error.
  3. Framework
    • Modified the multi-select drop downs to ensure that it wouldn’t repeat keys when selecting items
  4. Process Scheduler
    • Fixed a bug on the Process Scheduler dialogs on some systems that were causing random components to crash and sometimes show a Red X when closing a command parameters dialog box
    • Fixed the import/export paths to be read-only fields
    • Fixed an issue with the Update Budget Prepare command parameters dialog.  It was not properly retrieving after re-opening the dialog the “what to do” parameter.  So, if the user had selected “insert” vs “update” it was re-opening the dialog with the opposite parameter selected.  It will now save and load the same user parameter appropriately.
  5. Run Reports
    • Added an error message if a user tries to suppress all bands on a report
  6. Build Budget
    • Fixed the Build Budget page as it wasn’t working properly under High DPI and with a smaller resolution
  7. Formula List Grids
    • Several different screens and dialog boxes that displayed the available formulas for the user was not correctly showing the description in most cases (was hidden for most people).  This affects screens such as:
      • Code Tables – Earning Benefits
      • Code Tables – Worksheet Item Details
      • Budget Control
      • Cube Management
      • Reporting Groups – Add/Delete Range Dialog (Evaluate Expression Tab)
      • Score Card Indicators
  8. Server
    • Reworked part of the logon process to be more secure
    • Cleaned up some of the older code to be more efficient/cleaner.  The first logon should now no longer take any more time than any subsequent logon (by forcing the server to cache the server schema before any logons are completed)


  1. Budget Activity
    • Added sender status band with the following columns:
      • Is Approved?
      • Is Rejected?
  2. Project Cost Auditor
    • Added GL Budget and Payroll Budget grids/tabs
    • Changed the GL Period and Pay Period parameters to be a from and to parameter instead of simply an equals parameters
    • Improved the page load speed by making all of the common grid lookups “shared”.  Ex: Cost Centre lookups are common between most of the grids on this screen so it makes sense to only load the lookup once and attach it to all grids that share it on this screen
  3. Run Reports
    • Added notes to the Run Reports grid.  Now users can add/see notes relating to a particular report
  4. User Cross Tabs
    • Simplified the page load for the User Cross Tabs page so that all of the supplemental data relating to all of the presets were not all loaded on page load.  Now things like the layout, range, etc. are loaded on demand as needed.  In some cases where there are hundreds of presets this can significantly improve the page load performance.
    • Added notes to the Table Presets’ grid.  Now users can double click on a preset and add notes for that particular preset
  5. Framework
    • Cost Centre and Secondary Lookups – The Cost Centre and Secondary Lookups now hide by default bands that are not used based on the default nodes/levels that are actually used.  Since most sites don’t use five default tree levels it makes the lookups smaller as it will show fewer columns
    • Database Filter Control – On the View Source Data, Run Report, and User Cross tabs screens, where appropriate, the number of filter columns that cannot be logically used are hidden.  For example if a site only uses two default levels, then the level 3-5 related columns are hidden
    • Eye Button (Show or Hide Columns/Bands) – This control was not handling grids that had “parent” bands where instead of one level of bands and then columns there were two levels of bands and then columns.  This has been fixed so pages such as the View Source Data CACS grid will work properly.
    • Grid Drop Downs – Changed the multi-select drop downs such as the ones tied to the DB Filter Controls on the cross tab, view source data, reports, etc. so that the data was loaded on demand (delayed loading) instead of pre-loaded when the page is first opened.  This makes a big performance difference on the sites that have very large lookup tables and had a lot of lookups on a given page.
    • Grids – By default, only grids that have summaries will show the footer of the grid.  This means on grids with no summaries the large white bar that shows up above the embedded navigator and below the data will not be shown giving more room to show more data within the grid.  This will make a big difference for users will smaller screens.
    • Improved how object overrides are stored in the database.  This mainly affects English users as there were typically a lot less “real” overrides generated by the Control Properties dialog box.
  6. Security Improvements
      • Implemented the user lockout feature.  By default a user can be locked out for one hour if a user password is typed in incorrectly five times.  Whenever that user logs in correctly this invalid password attempt count is reset back to 0.  A site admin can always unlock a user who has been locked out and the default number of attempts (five) can be changed in the system parameters page if needed.  Note: If a user types in a password 3 times the client will still automatically close as a security feature.  The only difference is now these attempts can be blocked by the server as these attempts are recorded.
  7. Cube Management
    • Improved performance on page load
  8. Code Tables
    • Budget Versions – Added a new utility on this page that allows for adding missing budget versions
    • System Parameters – Reworked the dynamic logic for the dynamic value lookups.  Now any variable that follows a specific format could now call up a new drop down grid automatically.  For example, if a user creates a new system parameter variable called: cc_id_list, this will create a multi-select drop down using the Cost Centres table for the lookup.  If the user specified cc_id for the name instead, then it would create a single select drop down using the Cost Centres lookup table.
  9. Cube Viewer
    • Moved the “force one level” checkbox to show up before a cube has been selected so that the cube doesn’t have to be reloaded to show as a single level
    • Added a “Close Drilldown” button whenever drilling down to inventory from the Cube Viewer.  This was done to make it easier to go back to the main tree grid and to be in line with how drill downs work on the user cross tab page.
    • High DPI/Scaling fixes have been applied so that this page handles’ scaling much better and retains the proper layout when resizing
  10. Score Card Viewer
    • Moved the “force one level” checkbox to show up before a dashboard has been selected so that the cube doesn’t have to be reloaded to show as a single level
    • High DPI/Scaling fixes have been applied so that this page handles’ scaling much better and retains the proper layout when resizing
  11. Source Data Summary
    • Redesigned the source data summary page to be more user friendly and added more tables to provide summary information for
  12. GL Budget
    • Under the summaries, a GL Distribution Budgets tab was created (next to the GL Distribution Actuals Summary Grid).
    • Fixed a strange bug on the client where saving a new calc base amount was happening too soon…should be saved right after posting the normal amounts so that it’s saved using the adjusted amount and not the one in the grid before the record is saved.
  13. Salary Budget
    • Added the FTE Calc columns to the Salary Master grids on both Tab’s A and C
    • Added the position number to the worksheet item allocations grid on Tab B
    • Added a please wait when switching filters on Tab C
  14. GL Budget Utilities
    • Added a new version utility called: Cleanup GL Budget Prepare (Line Items)
  15. Salary Budget Utilities
    • Auto Assign Worksheet After Rollover (new utility)
    • Append Reason Detail (new utility)
  16. Budget Approval
    1. Added system parameter to enable approval process using a cost centre tree (typically the standard Organization tree)
    2. If configure to use the tree (vs default approval levels), the next person based on approval or rejection is calculating using the tree nodes and security
    3. If tree isn’t complete, the ‘best’ next person is calculated and defaulted. 
    4. Process also allows to change next approver and all changes are logged for audit purposes
  17. Budget Reason Code Approval
    1. New page / process which aligns with conventional cost centre approval processes
      1. Either Approval level or utilizes configured cost centre tree hierarchy
    2. Reason codes tagged as requiring approval are queued into approval process
    3. Next approver / review automatically selected / users notified via email
    4. Would typically preceed regular budget approval process.
      1. Rejected reason codes:  Reverse or remove impacted transactions.
  18. Capital Asset Management
    1. Now supports capital upgrade process so that the depreciation considers the upgrade cost and upgrade date
      1. Depreciation normal until upgrade started
      2. As of upgrade date (month), includes upgrade cost with undepreciated balance and utilizes the new expected end date to calculate the balance of the depreciation schedule
  19. Clinical data
    1. Added coding for
      1. Residence code types (includes coding down to First Nations band areas)
      2. Ambulatory Care types 
      3. Expanded encounter field from 10 to 20 characters (some sites larger than 10, Med 2020 is A20)
      4. Major clinical categories reporting (aka Methodology types) expanded 
  20. Process scheduler
    1. With automated emailing of either Crosstab or Reports, now supports additional text area to include within the email body.
  21. Trial Balance Utilities
    • Added “Load Trial Balance Data” as a new utility
  22. Procurement Status
    • Updated the Procurement Status page so that the fiscal year, poa, and gl period were calculated based on start date and it updates on save
  23. Projects
    • Modified the Projects page to include: Project Details and Related Projects
  24. New Pages
    • Code Tables
      • Ambulatory Care Types
      • Email Groups
      • Project Request Category
      • Project Status Types
      • Residence Code Types
    • Budget Reason Activity
    • Project Budget
      • Multi-year budget screen by Job Cost.  Allows high level or lower level coding as required
    • Project Budgeting Utilities – Note: The old Project Budgeting Utilities was renamed to Capital Asset Utilities
    • Schedule Mass Email
    • Test Email – A new page was created called Test Email which is located under the Administration Tab.  This will allow site admin’s to test out the configured email functionality on the site.  If a user tries the test email page and it doesn’t work, then I.T. at the client site will need to be contacted to get the correct information for sending out no-reply style emails from the server.