Unite Release Notes - v1.0

Modified on Mon, May 6 at 2:48 PM

Enhancements:

Rosters (Membership & Training):

  • Member and Student Rosters: Added ability to print address on a single label Dymo printer.

  • Member and Student Rosters>Trades & Skills

    • Updated trade types as well as updated which skills are displayed when a specific trade is selected.

    • Added the following skills for Glazier trade: "Shower Door", "Glassworker", and "Roll Up Door".

  • Member and Student Rosters>Employment>Hours Reported: Added Total Work/Pension Hours to Rosters’ employment tabs and My Employment section of My Account.

  • Student Roster Record: Added a filter under Certifications sub-tab to search by expired or active certificates.

  • Student Roster Record>Documents: Added the following Document categories: State/DOL Registration High School/GED Documentation Drivers License Social Security Card Apprentice Application Apprenticeship Card.

  • Student Roster Search: 

    • Added Member Number as filter option to search Student Roster.

    • Updated the Status label in Student search to read “Student Status” (to differentiate from Member Status).

Communicate (Membership & Training):

  • Distribution Lists: 

    • Added Primary Trade/Skill to Filters on Membership and Training Distribution Lists.

    • Matched the label of the filters in the dropdown with the label of the added filters.

    • Added a picklist of positions when Positions is selected.

  • Letter Templates: Added notifications that mail merge (aka placeholder) tag was copied to clipboard. 

  • CommunicationsAdded disclaimer language that Engage and Opened statuses are not available if a communication was sent as a text message, as cell providers do not allow this type of info to be collected. Also added disclaimer that text messages cannot elicit response from user and a Survey should be used instead.

  • Survey Builder: Added a character limit to questions field so users know how long their questions should be.

Training:

  • Programs: Added the ability to send a direct communication to students under the Students tab of Programs section.

  • ClassesAdded a searchable picklist Instructor filter under Classes so that an admin or instructor can search for classes that are related to them vs all the classes that may be listed.

  • Transcripts: Admins can still access individual students’ transcripts from their record but the ability to run bulk transcripts is no longer accessible on Unite.  

  • Student Certifications Report: Created a Student Certifications Report and ability to search by all certifications per organization and the following statuses: Expired, Expiring in 3 Months, Expiring in 6 Months, Issue Last 3 Months, Issued Last 6 Months.


Bug Fixes:

Rosters (Membership & Training):

  • Rosters’ Search: Fixed Member and Student Rosters’ search results to match when searching for an organization from IUPAT perspective or from DC perspective.

  • Rosters’ Search: Fixed bug that was not displaying the same distribution lists in card view vs grid view.

  • Student Roster Record>Documents: Fixed bug of admin not being able to see a document if the access was District Council.

Communicate (Membership & Training):

  • Distribution Lists: 

    • Added error validation When "Name" field missing.

    • Fixed bug to show no value field when "Match Type = Is Not Empty".

    • Fixed duplicate members being shown in results because they were pulling in all trades and not just Primary Trade.

    • Fixed “empty” values being displayed under Columns picklist. Programs: Fixed filtering and sorting for Courses results under Programs.

  • Communications: 

    • Fixed bug to ensure that the same lists that are saved in the Distribution Lists section are being populated in the Distribution Lists dropdown when adding a Communication.

    • Fixed bug of system not finding existing member email when attempting to add to recipients list.

    • Fixed bug to send test text messages to mobile device instead of to email.

    • Fixed exclude function only excluding the first page of recipients results so that all pages of recipients should be checked as excluded.

    • Fixed bug that was not paginating recipients results when exclude all was selected.

  • Survey Builder: 

    • Fixed number of responses not reflecting actual number of responses on a sent. communication in the Survey Response Analysis chart of the Stats tab.

    • Fixed the date a survey was sent in the Stats tab.

  • Letters:

    • Fixed layout of recipients results when Select All is selected.

    • Removed DOB from recipients results from Training context.

    • Fixed the column filters for Local and Organization.


Membership:

  • Organizations: Fixed search to only show active organizations when Active filter is selected.

  • Organizations>Positions: 

    • Alphabetize Positions in dropdown under Positions tab.

    • Fixed Active filter to update results instantly if a position was ended. 

Training:

  • Classes: Fixed error when adding a class by making Start and End Dates required fields.

  • Bulk Time Entry: Fixed bug that was not refreshing results of students when program dropdown was updated. 

Other:

  • Mobile View-Fixed formatting issues when platform is loaded on a mobile device.


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