4.220
16-Dec-2016
|
- Fixed report
Absences which was not showing an absence on the last day of
the date range to be reported
- When using
customers own web server for WebShare smartroster does not require
updated annual support
- Changed
Absences report so it includes group absences for a person
- Changed
reports which use fields such as the reminder labels when using
[Absences] in a template, to now show household and group absences
as well as individual absences
|
4.214
1-Jun-2016
|
- Fixed weird
bug with max function used in combination with WaitS function.
For some
reason the max function was just not working!!! and WaitS would
lock up the program
|
4.213
31-Jan-2016
|
- Fixed problem:
error 'Role-member Event doesn''t match Timeslot Event' fails
to consider the NextEvent field
which may make the allocation legal
|
4.212
2-Aug-2015
|
- Fixed bug
with schedules report "Export to Word" - auto number
was on a different line to name
|
4.211
16-Jul-2015
|
- Fixed problem
with the pdf generation system
|
4.208
15-Mar-2015
|
- Fix for
Export to Word role members and role inventory reports - contact
number was not showing
- Removed
'On Event' type date pattern. The Event can now qualify ANY
date pattern type such the the date specification can ONLY occur
on the Event set.
- Change
to import personnel procecessing for absences to allow combination
of date and event (ie if Event is included then the absence
only applies to that event in the date range given.
|
4.206
4-Oct-2014
|
- Fixed
'Preference applies ONLY to' caption in the Association Preferences
dialog
- Added
new menu choice Email > Send report"
- Fix problem
with context sensitive help not coming up in some case
- Fix 'printer
not installed' error sometimes occurring when a printer is installed
- Fix so
that enforced break would recognised altered event start times
where 'Start-Delay' and 'Actual-Duration' are use
|
4.203
29-June-2014
|
- Fixed problem
with using users own webshare server. May not work on some servers.
Creates a new temporary file "FTPLIST.txt" which may
assist when dealing with techsupport for problems using this
feature
- Fixed problem
with prefix character % showing up instead of the lock icon
for auto-numbered occupants
- Fixed problem
with not auto-numbering when the autonumber setting is changed
or when manually adding or deleting to the schedule in some
cases
- Fixed problem
with auto-number not being saved with preassigned occupants
|
4.201
9-June-2014
|
- Fixed problem
with moving occupants within the same timeslot - particularly
when auto-numbered
- Fixed a
bug in the optimise routine which optimises for usage target.
|
4.200
31-May-2014
|
- Small change
to stop the start-date for new volunteers or role members defaulting
to the date entered.
Now defaults to "unknown"
- Security
functionality now only restricted for Smartroster Lite
- Enabled
the Importing of constraints (keep together, etc) when importing
from a .ros file
- Run multiple
instances of Smartroster when building the schedule - allows
smartroster to process up to 400% more builds per minute by
utilizing multiple cores on suitable PCs (Intel Core i5 or Core
i7)
- Autonumber
allows the user to specify starting number, and now sorts by
the numbers and shows then as a prefix
- Fixed problem
with x times every x months - the periods needs to be 31 for
the long months
|
4.119
04-Jan-2014
|
- Fixed 'Copy
From' drop down for absences which was not working
- Fixed problem
with usage target 'x' max x in every y months'. Was sometimes
triggered incorrectly
- Changed
iCalender files to use local time only - not GMT time. Was causing
a problem day-light saving
- Fixed problem
with importing people, if importing roles would delete roles
that were not on the imported list
|
4.118
28-Oct-2013
|
- Fix a problem
with incorrectly recording which reminders have been generated
- Increased
the free trial period to 1 year
|
4.117
14-Sep-2013
|
- 'Unscheduled'
column now only shows people who are available and who have
not exceeded their usage targets
- Fixed problem
where the WebShare local mirror path was not automatically created
which caused error
- Added new
property 'Sort Occupants' to roles. Allows the user to choose
whether to sort occupants as they appear in the schedule grid
- Fixed problem
deleting associations in the people dialog
- Fixed problem
with webshare saving (uploading) sometimes returning errors
- Fixed problem
deleting a person - timeslots not fully deleted, ghost slots
appearing when a new person was subsequently added
- Fixed
problem with out of bounds error right clicking in the empty
area to the right of the schedule grid
- Fixed problem
with using the '-' and '+' keys when entering comments into
the schedule grid (would increase/decrease font size)
- New option
to specify whether locked cells are cleared by global function
'Schedule > Clear' (menu option or F4)
|
4.114
30-May-2013
|
- Modified
WebUpdate to copy the new executable into the Temp folder so
if unable to copy into the installation folder the user can
do this manually using windows explorer
- Fixed problem
with long SMS messages - now can send messages longer than 160
characters
|
4.113
24-May-2013
|
- Fixed the
column headers in the Email dialog to have text in white which
is readable on a dark border
- Fixed an
error on the AutoFill optimisation routine which now improves
the filling of vacancies
|
4.112
3-May-2013
|
- WebUpdate
now uses Amazon AWS and gets the update config and updated executable
from the AWS server. This is more likely to succeed even from
behind corporate fire walls as it does not use FTP but uses
REST
- Escape
key in fullscreen mode now cancels fullscreen mode
- Can
now set to "always backup without asking on file close",
by setting the appropriate option in the backup or the options
dialog
- This
option also has an Open button to open the backup folder in
windows explorer (for convenience)
- Can
now choose to create PDF files as PDF/A-1 compliant under "Options"
> "Report" tab
|
4.111
12-Apr-2013
|
- Tidy up
the use of message dialog
- Fix for
Export to Word function in report viewer when names contain
double quote character - was causing an error
|
4.110
28-Mar-2013
|
- Implements
a new method of AutoWebUpdate which is simpler and more reliable,
and no longer requires the Webupdatewizzard components. It DOES
require the user to run Smartroster as administrator
|
4.109
14-Mar-2013
|
- Fixed
problem with SMS reminders - the sending ID did not have the
correct international format so a volunteer could not reply
- Fixed problem
with SMS reminders - person was on multiple duties was only
notified about the first one
- Schedule
reminder format combines all scheduled roles for the same event
- Added new
/SENDREMINDERS "OPENFILENAME" command line flag -
this will run Smartroster, automatically send reminders, and
then close - all without user intervention. Note that the "OPENFILENAME"
is required - if not present this flag is ignored
|
4.108
14-Feb-2013
|
- Fixed
a problem where some datespecs, with the Event specified, where
not loaded correctly
- Fixed a
problem with names in red font violation highlights not consistently
working for different types of violation
- Fixed a
problem with usage target violations not consistently reported
with drag over or right click on schedule grid
- Fixed
the Association preference satisfaction report (columns spilling
over onto another page)
- Fixed
a problem with reporting of violations in the main schedule
grid
- Fixed an
error with UsageTargets which used "in any x period",
for example, '3 times in ANY 31 day period'
|
4.107
10-Dec-2012
|
- Changed
the Backup reminder functionality. Now backs up to the specified
folder, not file, using the same filename
as the last file open, with increasing postfixed numeric sequence.
Creates a new file each time. Allows the
user to go back to previous backups. This increases data security
-
Small
change to .vcal format - now is .ics and incorporates multiple
events into the sinlge file for easy importing
into Outlook or Google Calendar
- Fixed
a problem emailing with Mailbee - was causing application error
- Fixed
a problem with handling of the new registration type which does
not require the user to copy a license file
|
4.103
6-Oct-2012
|
- Dates by
Names schedule grid format now does not show people who are
not enabled (not active)
- Fixed bug
with autofill when causing application error when Event flag
is set for a role member and consecutive>1
- New patterns
default to White_text on dark blue (was black text which was
poorly visible
|
4.102
11-Sep-2012
|
- Fixed a
problem with households and groups no longer showing after the
previous filter change ("Filter in the People panel will
also filter on email address" v4.1)
- In the
"Schedule > Grid Format > Dates by names" view,
cells are now cross-hatched if a person is absent
- Fixed problem
double-click on empty date pattern in Event edit dialog causing
an application error
- Fixed problem
with display of the multiple Absence Entry dialog
|
4.1
31-Aug-2012
|
- Full new
security system with user login credentials and authorities.
Controlled by the System administrator. See Documentation here
- Added option
under Role Members menu to view only active role members (hide
inactive) as a toggle flag
- Simplified
registration. Licence file is no longer required. Registration
simply involves copying the Registration name and Key from the
email (copy <Ctrl>c and paste <Ctrl>v)
- The Filter
in the People panel will also filter on email address
|
4.017
27-Jul-2012
|
- Fixed problem
with right-click selecting roles when schedule grid is in "Date-by-Name"
format
- Fixed problem
with remembering last selected report type (always remembered
the last Schedule type report only)
- Fixed problem
with roles not marked "Schedule this role" disappearing
from the Roles list (however not actually removed)
|
4.015
30-June-2012
|
- Fix problem
with infinite loop with using consecutive>1 in some cases
- Fixed problem
with the calculation of non-fixed usage targets - was counting
role-members where the associated person was not active - hence
targets were too low (this has been a longstanding issue not
previously discovered)
- Fixed problem
with automatic conversion of WebShare files to the new Amazon-bases
service - not occuring in some cases
|
4.012
18-June-2012
|
- Fixed problem
- unable to select a person with 'Would exceed automatic target'
from the grid right-click menu
Released version 4.006 on 20-5-2012
- Fixed
problem with setting absence date for AM or PM range (where
interval is 15 mins instead of 30)
- Fixed
problem with the Delete and Edit buttons in the new event dialog
(Pattern editing) being enabled when no pattern is selected
- Fixed problem
with "Export to Word" not working in some cases
Released version 4.007 on 25-5-2012
- Add MailBee
back in for emailing to try to solve the problem sending SSL
mail for some folk
- Changes
to enable release of SmartrosterLite. Has a preinstalled license
file which will not require the user to register it. Restricted
to 50 persons, no email, no export to word, no webshare, no
upload to FTP. Will be a free non-expiring license with 1 year
for updates only.
- Fixed
for sending email to a person with multiple email addresses
separated by semicolons
Released version 4.009 on 26-5-2012
- Fixed
problem with preassignments not changing automatically when
absence is created or removed
- Fixed
problem unable to drag and drop from role members (in List view)
and from the People Panel
|
4.005
19-May-2012
|
- Fixed problem
with not able to send html emails in version 4.0
- Fixed problem
with email attachments not sending correctly
- Fixed problem
with access denied error on loading a new license
- Fixed problem
if event colour was specified then the default 'white-text'
should be false, otherwise the default is true
- Fixed problem
with usage counters not set correctly on first load (needed
to reset counters AFTER all items
had been loaded from file) effected UsageTargets which refer
to role- or event- groups
- "New"
& "Remove" buttons in People panel now correctly
add the item corresponding to the tab that is selected
in the people panel
- Add new
email protocol - Amazon SES ("Simple Email Service").
Does not require user credentials since this is
built in. For secure email sending with SSL/Start TLS. However
user must have verified email address to use (achieved through
the program).
- Fixed tab
order in the email support dialog. Also fixed the Help >
email support, and "Test email" function to bypass
the email queue
- Fixed problem
with + button to increase schedule font size not working sometimes
(would reduce the font size)
- Fixed
problem with error on some reports causing a 'Cannot change
visible in OnShow or OnHide' error
|
4.000
21-Apr-2012
|
- Changed
the look and color scheme of the main window panels for better
contrast and aesthetics
- Tidied
up all fonts to Arial (TT font) instead of MS SansSerif and
made font sizes consistent
- New PDF
report engine - as a result, PDF report creation is 3 times
faster. There is no increase in report time when creating PDFs
as not, so the option to NOT create PDFs has been removed. Also
as a result the default report save format is now PDF
- New View
> Fullscreen (F11) option to make the most of large screens
- New email
backend for greater compatibility across platforms and operating
systems
- New WebShare
backend. Now uses Amazon Web Services (S3 service) for greatly
improved security, reliability and speed
- EmailQueue
is MUCH faster to initially show old messages (viewing archived
messages)
- When sending
the same attachment file to many people, it no longer makes
a separate copy for each individual (since the file is the same
for each person receiving)
-
Right-click menu in schedule timeslots shows a message if a
person exceeds the automatic usage target but still allows them
to be used
- Double
click in an empty part of a schedule cell automatically brings
up 'add comment' entry box (like right-click > 'add comment')
- If a person's
name is typed into a comment matching a person in the database
then that person will be scheduled rather than a comment being
added
- Now uses
INI text files for configs instead of the registry, which provides
better cross-platform compatibility (future looking improvement)
- Can select
to save files compressed or uncompressed. This is useful to
open files saved in version 4.0 in earlier versions of smartroster
(as the compression format in 4.0 is not backwardly compatible)
- Changed
People properties dialog in the report parameters dialog to
be a real dialog instead of a pseudo-dialog
- At startup,
automatically attempts to reopen webshare file from the web
(if WebShare file was the last open)
- Fixed a
problem with Autofill causing an endless loop under certain
circumstances
- Fixed
problem with prefix characters showing up on the "Master
Schedule" report
- Fixed
problem with "Save compressed" flag not being remembered
(would just default to "On")
- Fixed
problem with "Export to Word" changing the MS Word
default units - not necessary, and annoying to the user
- Fixed
problem with deleting Valid Events which caused all role members
to be deleted
|
3.800
10-Sept-11
|
- Use + and
- keys (or schedule menu) to enlarge or shrink the schedule
grid (fit more or less on screen)
- Can right-click
"copy cell" in any schedule cell to copy the text
of the cell to the clipboard
- New + and
- buttons in the mail window to add or remove the respective
item
- New "Email
Tech-support" under the Help menu
- Word reports
now work via vb script files instead of using DDE/OLE
- Consistent
"+" and "-" buttons for adding or removing
from lists
- New Shortcuts:
"e" = hide/show Events panel, "p" = hide/show
People panel,
"r" = hide/show Roles panel, "s" = hide/show
Schedules panel,
|
3.706
7-Mar-11
|
- Fixed bug
- adding person with "always keep together" association
sometimes was not honoured
- New report
"Personal Profile" allows sending of current personal
profile details to individuals for review, correction and returning
|
3.704
31-Feb-11
|
- Fixed bug
- <Alt> drop (override) would allow subsequent drops into
the schudule in the same event (as if the <Alt> key were
held down)
- Fixed bug
- Draging names while a global restriction was in force would
cause smartroster to crash
- New feature
- hovering the mouse over a name in the People panel will cause
the name to highlight in the schedule (if in visible area)
|
3.703
21-Feb-11
|
- Added separate
error message if person tries to register without the registration
file
- Change
the to [Schedule] field code. Can now include the date format
in the code,
eg [Schedule:d-mmm-yyyy]
|
3.702
31-Jan-11
|
- Fixed problem
with importing absences
|
3.701
3-Jan-11
|
- New quick
dialog for entering absences - greatly speeds up data entry
- New absences
summary report
|
3.621
1-Dec-10
|
- Fixed problem
with showing only the firstnames of some individuals in the
address book simple report under some circumstances
|
3.620
27-Oct-10
|
- Fixed problem
importing absences - date ranges now import correctly
|
3.610
14-Aug-10
|
- Personnel
inventory report does not replace _ (underscore) with a space
- When dropping
a person into a cell, "always keep together" associated
persons WILL be also placed in the same role even if that role
is locked
- Manual
changes to the grid this updates the counts in the role members
view immediately
|
3.609
16-June-10
|
- Fixed a
problem with pre-assignments not being saved
- Change
to ReminderMethod - now is visible regardless of SMS being active,
but does not show SMS options if SMS is inactive
- New option
'Quick Report' to Schedule menu - to quickly get to a simple
master schedule format for dates in the current schedule period
- Removed
obsolete SMTP mail protocols - now they only show if the user
is still using the option
|
3.608
19-May-10
|
- Fixed problem
with Page x of y not showing correctly in the SmartVue
- Fixed problem
with Address book report - People with same Surname, NO household,
and different address were reported as being in the same household,
instead of in different households
|
3.607
16-May-10
|
- SMS Reminders
- Fixed problem
with adding new absences in some instances
- Fixed WebShare
to address some reliability issues
- Automatically
deletes Automatic Import specification for versions prior to
3.606 to address compatibility issues with previous import specifications.
- New command
line switches:
/READONLY --> can only open files in readonly mode. No changes
can be saved
/LOCK --> combined with /OPEN=filename switch, forbids the
user to open any other file, save as another filename or create
a new file.
|
3.604
10-May-10
|
- Fixed problem
where the "Unscheduled" role showed as a compatible
role
- Fixed association
not working where group or household is actually scheduled and
the association is with a member of the household or group
|
3.603
5-May-10
|
- New option
to show rule violations: Schedule > Show rule violations.
This shows names in red which are in violation of availability
rules (eg Absences or Enforced breaks)
- Fixed the
schedule import and export to correctly match the imported individuals
to people in the database.
This also greatly speeds up the import of exported schedules
- Now traps
an additional data corruption error
|
3.602
28-Apr-10
|
- Modified
Schedule "Export as importable data" file format -
single row per occupant per timeslot (remains backwardly compatible).
This file is in plain text format and can be opened in a text
editor or into Excel for sorting, reporting, or other analysis
- Schedule
Import now autocreates Roles (but still NOT Events)
- Fixed small
problem with report table row heights and improved algorithm
for fitting text into the cells
|
3.600
25-Apr-10
|
- New main
window toolbar icons and modified main window colours
- New AM
or PM indicator when adding single dates - helps add simple
half day periods
- supports
exporting and importing of UsageTargets and EnforcedBreak
- New 'change
back to default' button to change event or role-groups colour
back to default
- [RoleNames]
field type added - only shows role names without role member
usage targets
- Fixed problem
with line wrapping in reports - now wraps long lines to fit
so that text is not hidden
- Fixed problem
with number in Report parameters where decimal separator is
a comma
- Added additional
date format for reports "mmm-dd <Day>"
- Fixed importing
of absences - now looks at the actual dates to guess the month
position (dd-mm or mm-dd) and also checks the users system preferences
for date format
- Fixed the
way Filters are processed - in particular the PersonType filter
- Fixed dates
appearing incorrectly in the Absences tab - incorrectly included
the day after the range
for adhoc - date-range (NOT single dates)
- Fixed "Consecutive=1"
not working when Strictly was enforced
|
3.509
23-Feb-10
|
- Fixed problem
with Smartroster not handling dates in format mm-dd-yy. Now
works out the system date format
- Fixed a
problem where deleting a person did not properly removing them
from groups they belong to
|
3.507
4-Feb-10
|
- Minor fix
to calendar report - puts a space after comma to separate names
and space before bracket listing roles
|
3.506
3-Feb-10
|
- Added ability
to send email via SMTP protocol with SSL +/- StartTLS
(for gmail need hostname="smtp.gmail.com" SSL="SSL
On" (ie NOT with StartTLS) and port set to 465)
|
3.505
31-Jan-10
|
- Fixed Addressbook
reports to handle situation where the default household surname
differs to the household member surnames
|
3.502
10-Jan-10
|
- Fixed problem
with Association Preference satisfaction report causing application
error
- Add ability
to import file on command line automatically - automatically
detects fields to import based on header line (run smartroster
with the parameters /IMPORT "<FIlename>")
- Fixed problem
deleting a person who is scheduled in a role of which they are
not a role member
- Modified
the Import delimited file routine so that if a person is added
to a role who wasn't previously a role-member then the new role-member
created has the start-date set to the date it was imported.
- Fixed problem
with a person's household being inactive but the person being
emailed via bulk email
- Fixed problem
with setting reminders - was setting them when a schedule was
emailed out. Should only set for reminders
- Fixed problem
with deleting Comments in the schedule
- Export/import
now allows importing of active status for Person and Rolemember
(if role name imported starts with "-")
- Fixed problem
with Calendar report - sometimes needs 6 rows
- Calendar
report can now be exported to MS Word
|
3.500
24-Aug-09
|
- Help subsystem
now is Windows Vista/7-compatible
- Added new
StartDate field for Person and Role-Member - can be reported,
used in filters and reduces a person's automatically generated
target where they start after the beginning of the current schedule
- StartDate
also affects availability - ie not available before startdate
- Added new
"Secondary" property to role-event; if a role is secondary
a person must be scheduled to primary role first
- Fixed problem
with bulk email - people not active as role member where getting
bulk emails sent to that role.
- Updated
Valid Event panel to show additional properties
- Modified
"Master Schedule" report so if Master copy is selected
and Hide non-recipients AND you are showing vacant slots
then this will report just vacant slots with no other names
on the report
- Modified
WebShare to make it slightly quicker and require fewer connections,
and WebShare messages are more informative
- No longer
get Application error if no printer is installed when smartroster
runs
- Fixed the
"Master Schedule" report when showing vacant slots
: was showing <vacant> in slots actually occupied but
hidden
- Fixed vCalendar
files to remove extraneous "R"
- Fixes to
make sure that Smartroster does not delete a .ros file inappropriately
- Can now
send to multiple email addresses for a single person (using
semicolon to separate email addresses)
- Fixed "double
click" in empty role members list causing application error
- Fixed the
default event colour - was set to BtnFace instead of the correct
colour
- If colour
is used for Events, a pale version of the colour extends across
the whole row making it easier to see to which event a row refers
- Was slow
to start when a networked printer was the default printer. This
has been improved
- Fixed "Date
range occurs in the past" message being incorrectly displayed
|
3.413
06-Aug-09
|
- Fixed problem
with reminders - always needed to click "Ignore previous
reminders"
- Fixed problem
with "file open" error on startup
|
3.412
30-July-09
|
- Fixed problem
with filters: Filter on Age field not working for age = 0
- Fixed problem
with role groups form not scaling correctly
- Fixed
problem with location of StartingAt and Time/duration fields
when editing date specifications
- Fixed problem
with "Unscheduled" column not updating correctly
- Can pass
the initial file to open in command line as /open "filename"
(quotes necessary if filename includes spaces)
- Changed
wording "Rosters" to "Schedule" in the toolbar
- Fixed problem
with WebShare (not connecting)
|
3.411
12-June-09
|
- Fixed problem
with associations which are role-restricted sometimes not working
correctly
- Fixed problem
with creating a New Role - not updating the grid correctly
|
3.410
7-June-09
|
- Added new
feature in Smartroster Viewer to Publish any report to a web
server as a single click operation.
- Fixed a
problem with People Import form not sizing correctly in some
screen resolutions
|
3.402
17-May-09
|
- Fixed problem
with importing absences or preassignments using people import
function
|
3.401
14-May-09
|
- Fixed About
dialog - was showing Windows XP where Vista is installed
- Fixed small
error - clearing the roster did not clear the clear the Filter
History
- Add in
a SmartExplain warning when trying to schedule a person against
a negative association preference. This does not prevent the
scheduling but informs the scheduler that the negative preference
exists.
- Added code
to remove duplicate lines from email message text
- Fixed error
with autoimport, active filename was incorrectly changed to
the importfilename after an import
- Fixed error
with importing comma/tab delimited files - address not imported
correctly
|
3.400
10-May-09
|
- Added Uni-directional
association preferences (tick the box in the associations dialog
- Fixed bug
with deleting person (invalid reference to wrong object type)
- Prevent
two or more people referencing the same absence record
- Fixed problem
with usage counts involving "Max in each period" where
role or event groups used
- Fixed memory
leak during AutoFill
- Added ability
to attach separate files for each role/event when sending reminders
- Saves filter
history so user can easily choose from previously used filters
- Reminders
not raised for roles that are not being scheduled
- Fix to
role distrubution report - only shows those who are on the roles
selected, and shows N/A in roles that do not apply
- Absences
in the Update Person Details dialog now shows full details
- Absences
now properly re-calculates after making changes to a persons
absence record
- Fixed a
few problems to do with scheduling consecutively while trying
to respect keep together association preferences
- Fixed a
problem which tended to reduce randomisation when scheduling
people with associations (made them more likely to be scheduled
compared to those without any associations)
|
3.314
19-Feb-09
|
- Added new
warning if entering dates that occur in the past
- Fixed "Add
to Role" under roles tab in Update Person Details dialog
|
3.313
16-Dec-08
|
- Fixed problem
with using Consecutive > 1 where Applies To Events = <All
Events>
|
3.312
22-Oct-08
|
- Fixed problem
with importing ("list index out of bounds" error)
- Fixed problem
deleting people causing application error
|
3.311
30-Sep-08
|
- Fixed menu
label "Vancant" to "Vacant" and fixed some
menu options
- Now deletes
all people with no name after file open to fix problem caused
by importing file with blank lines
|
3.310
23-Sep-08
|
- Fixed Filter
for Roles (Roles Matches *) which sometimes would not work
- Allow one-off
delete of pre-assigned timeslots using ALT key
|
3.309
15-Sep-08
|
- Fixed problem
setting role order ("list index out of bounds" error)
- Fixed application
error related to Dates by Names grid format
- Can <shift>Select
multiple Usage Targets at once
|
3.308
9-Sep-08
|
- Fixed problem
with pasting role members from the popup menu over the role
members area - now copies additional info
- Role Compatibility
can now be qualified by Event. If Event is added, the the Role
remains Incompatible for other events and there is no limit
to the number of role compatibilities that can be entered for
a given role
- Added ability
to download the WinHelp viewer from the Microsoft web site,
to the Help menu (for Vista users)
- Added ability
to toggle column and row locks in single menu selection (Locked
-> UNLocked, UNLocked -> Locked)
- Fixed problem
with failed wrapping of schedule text when sending reminder
emails in HTML format
|
3.305
16-Aug-08
|
- Fixed problem
with updating usage targets - did not set period type correctly
for 1 period (eg 1 week, 1 month, 1 year etc)
- Fixed creation
of VCS files (now saves as UTC time)
|
3.304
4-Aug-08
|
- Fixed problem
with duplicate timeslots
- The sender
of email messages is now shown in the email dialog as well as
email options and can be changed in either location
- Field codes
list for right-click in email message are sorted, and "Custom_"
no longer appears on its own.
- Fixed problem
with Role and Event Distribution reports when created for "Each
member of group" or "...household")
- Warning
"would exceed target" no longer shows for people who
do not have an explicit usage target set
- New dialog
for updating patterns (Event, Absence, Role-absence, Pre-assignment,
Role-pattern)
- New dialog
for updating usage targets - makes it much clearer how to do
this and what the fields mean
- New dialog
for updating association preferences
- Fixed problem
where Clearing unlocked cells would delete references outside
of the current scheduling window
- Fixed a
problem with absences on last date of schedule period being
ignored
- Fixed problem
with sending emails causing error message "cannot create
file \temp.txt"
- New feature
allows export and import of the schedule data separate from
the rest of the data
|
3.301
30-May-08
|
- Fixed error
when running the Household Directory report
- Add Household
report option "Hide Birthdate"
|
3.300
22-May-08
|
- New Event
colours - allows user to select any colour for the event name
in scheduled grid
- New Event
enforced break - enforces the break after a person is scheduled
in the respective event
- Changed
Event Roles handling when editing an Event - now uses the same
dialog as when you click in Valid Events panel for a role.
- Fixed
problem with schedules grid. Clicking on the Role header does
not select the role in the Roles panel
- Made role
pattern dialog default to "Exclude" pattern and include
is disabled (Can only define Exclude patterns)
- Removed
autocomplete from the Report Title edit box in Report Parameters
dialog
- Can now
email schedule to people who are not actually scheduled or even
on a role
- In the
alternate grid format (People by Event) cells are crosshatched
for any any times where a person is absent
- Can now
define the start and end time for adhoc date ranges that span
multiple days
- Time drop-down
boxes now show many more rows making it easier to select the
time
- Fixed problem
with not resizing the labels row in alternative grid format
- All reports
now also show the time as well as the date created
- Fixed absences
report so that exclusions appear on a separate line
- Terminology
change: "Fixed Usage" to "Usage Target"
which is consistent now across the program (as this was essentially
the same thing)
- Can now
attach vCal format file so people can import their calendar
straight into a compatible email/calendar app
- Changed
Report Parameter dialog to use check LIST box for "on/off"
report options - allows easier addition of new options, and
more consistent layout
- New report
option "Combine events on same date" - for Master
II report, shows a single column (or row) for all events on
the same day)
- New usage
target option: can now specify x "Days"
per xxx interval previously only supported "times"
or "hours"
- Fixed usage
targets which used the 3rd interpretation "In any
x days" (as opposed to "in every x days" or "avg
over the whole period") which was not working correctly
for very short schedules (like where people are scheduled daily)
- Fixed role
lists which were showing Unscheduled role in some instances
(when not valid)
- Added autoupdate
counter reset button under File > Options to force updating
when "Check for Update on startup" or manual "Check
for updates" was not working
- Added "Show
Contact List" option for schedule reports, which appends
phone contacts to any schedule of type Individual, Master, or
Calendar
|
3.215
3-Apr-08
|
- Fixed problem
with email distribution to individuals not emailing to a person
where only their household is scheduled
- Fixed problem
with lines not coming out in PDF reports - LINE_WEIGHT changed
to 9 (to make it slightly thicker)
|
3.214
29-Mar-08
|
- Fixed problem
with WebShare open dialog in multiple screen resolutions
- Fixed problem
with auto-scheduling where different events at the same date
and start time
- Fixed problem
with manual scheduling not respecting "always keep apart"
association preference
|
3.212
18-Mar-08
|
- Fixed
problem with wordwrapping in PDF reports where cell text is
over-writing other text
- When switching
to PDF view now switches also to the same zoom state
- Fixed "Access
violation error" when adding some people into the schedule
when some related roles for that person are not being scheduled
- <Vacant
Slots> now shows in reports if "Show Vacant Slots"
is ticked in the Schedules grid.
|
3.210
13-Mar-08
|
- Can now
block schedule across all events if you set consuctive for the
"<All Events>" event in role-events panel (need
to delete any events if they are already set here)
- Fixed problem
with saving timeslots - cell lock was not saved if timeslot
has no occupant
|
3.209
11-Mar-08
|
- Fixed problem
when importing people and PersonType is set incorrectly - people
"disappear" and cannot be imported
- Fixed problem
with email (incorrect recipient) and doubling up of email body
on save
- Fixed reporting
of "unscheduled" count in Distribution Summary report
(was always zero)
- Fixed problem
with cell lock not showing for the bottom row of the grid in
empty cells
|
3.207
16-Feb-08
|
- Added field
type HomePhone which always returns the home phone number (whether
or not a person is in a family)
- Fixed problem
with HTML emails - line limit was trimming some emails and thus
removing
legitimate email endings (since HTML emails can be much longer
than standard text emails)
- EmailQueue
and Email forms show HTML preview pages as proper web pages
instead of just text
- Email form
allows editing using new "Edit as text" button for
HTML page
- EmailQueue
form now remembers the horizontal split size between sessions
- Fixed problem
with detection of HTML-type memos
- Fixed filter
in the Email form - Schedules referenced in a filter should
only be for the indicated period (eg, next 7 days), not the
whole schedule period
- Added new
column into Email Reminders form showing the schedule for each
person listed for the period selected
- SMTP (Default)
and SMTP (Alternate) both send HTML emails (not available for
MAPI mail protocol)
|
3.204
6-Feb-08
|
- Fixed problem
with "Set Preassignments" deleting occupants where
locks exists
- Added ability
to strictly enforce consecutive schedulings
- Fixed Reminder
labels report - when exported to Word the scheduled was sorted
by role not date
- Fixed problem
with changing active status for role members in update people
window
- Fixed problem
with display of names in grid after edit of role members in
main window.
- Deletes
duplicate Usage Targets on load
|
3.201
16-Jan-08
|
- AutoFill
Speed improvement: 70% to 200% faster!
- Completely
re-written email dialog which is also used by reminders, bulk
emails, personal email, and reports
- Added
insertion of field codes into reminders or emails, also made
field codes consistent between these windows
- Added
new filter types and greatly expanded field codes
- Modified
Roles and Schedule tab of personnel details dialog to show more
details and have greater functionality
- Modified
Personnel Inventory report so that the columns and order are
user-selectable with the new Properties button in the report
parameters entry dialog
- New
Calendar format schedule report
- Dynamic
groups now auto-calculate on file load
- Dynamic
filters for Events now works correctly
- Group
members list now sorts Members by "surname, firstname"
- Can
now add in household and groups into the members of another
group from the add button
- New
custom personnel fields. Create any number of new user-defined
fields for your personnel records. use the personnel inventory
report to report on custom fields, can be used in defining dynamic
groups, can import directly into them
- New usage
target type : "Max in any <period>", eg "2
times in any given 2 week period"
- Usage targets
with "Apply to members only" now correctly applies
when new members are added or deleted (and at startup)
- Added ability
to copy message to the household or group (new check box "CC
message to Group email"). Only available
if you select "Each member of selected household[group]"
in the drop down for selecting people
- Added Label
Templates (button on Report Paramaters form), which allows the
user to customise the content of label reports
- Fixed problem
with MAPI email protocol (error when sent from Outlook "None
of your email accounts were able to send the message")
- Enabled
users to select or de-select whether files are saved compressed
- Can now
select Generate > Hardcopy for ALL reports, which generates
a simple report for each person which is the same as the generated
email subject/body and can be printed off for those without
email
- Fixed problem
with Importing from *.ros file - duplicates certain info (Usage
targets)
- Small change
that has decreased decreases file size up to 20%
- Fixed problem
with loading and saving GroupMember filter where ">"
or "<" is part of the filter
|
3.112
12-Oct-07
|
- Fixed problem
with preassignments which could cause an application error in
some instances
|
3.111
29-Sep-07
|
- Fixed problem
with Keep together associations sometimes being ignored
- Fixed problem
with Role Patterns - now do NOT require the INCLUDE spec to
be defined (since this is just the events for which the role
is required - don't need to define it again). Role cannot be
made to appear in an event for which it is not otherwise required.
|
3.110
25-Sep-07
|
- Fixed problem
which sometimes failed to correctly identify overlapping roles
- Fixed problem
causing Preassignments to not reset for new schedule period
- Fixed small
problem with treatment of adhoc dates in date patterns (especially
for Absences)
- Fixed problem
with SmartExplain - small message showing at inappropriate times
|
3.107
26-Aug-07
|
- Fixed Absences
report so that it only shows those whose roles are checked
- Added ability
to send HTML email messages (must have <HTML> and </HTML
tags> embedded in the message text)
- SmartExplain
now uses hints as well as status bar messages to explain why
someone won't drop
- new filter
type "ScheduledCount" which returns the number of
times a person is scheduled in the current period
|
3.106
20-Aug-07
|
- Fixed a
bug where reminder text was being duplicated for unknown reason,
causing filesize to blow out. Limits size of reminder message
to 500 lines
- Copy to
clipboard (either from Grid popup menu or in report viewer)
now changes invisible line separater characters to a visible
character, either ; or | or , or || or <nl> depending
on other characters used in grid cell comments
|
3.105
10-Aug-07
|
- Fixed bug
which deleted occupants outside of the current schedule window
in some instances
- Fixed bug
with master schedule - would show events which were not in the
ticked events
|
3.104
4-Aug-07
|
- Fixed bug
with reminders - should not show the "Unscheduled"
role
|
3.103
28-July-07
|
- Fixed bug
which would prevent timeslot occupants loading in some case
|
3.102
20-July-07
|
- New menu
"Schedule > Show unscheduled persons" displays
a new column showing all persons for each event who have not
yet been scheduled for that event
|
3.101
30-June-07
|
- Added Filter
type "Active" - whether a person is available for
autofill
- Fixed problem
with email reminders where only the first required role/event
is show
|
3.1
2-June-07
|
- New Advanced
Filters
- Fix bug
deleting Groups - did not delete group member causing an error
- Comments
in timeslots now append to email reminders, and you can add
fixed comments for role/event pairs which also
append to relevant email reminders.
- New dynamic
groups - membership is defined by a query that executes whenever
the group list is used
- Fixed problem
sending emails using SMTP(ALTERNATE) protocol - always sent
single email to combined addresses
- Fixed problem
with Schedule > Export to html format - extraneous strange
characters in the output
- Fixed bug
which caused a "list index out bounds error" when
running certain reports
- Fixed problem
where empty lines in reminder messages are being removed
|
3.001
20-Apr-07
|
- Fixed problem
with formatting of dates on reports
- Fixed "List
index out of bounds error when editing absences, or events
|
3.000
15-Apr-07
|
- Bulk email
to households can be selected filtered by role the same way
it can for individuals.
- Events,
Absences, Role Patterns, and pre-selections can now have multiple
patterns OR date/time ranges
- Added "Show
Active Only" option to People menu.
- Added "Archive"
option in email queue. Can archive older sent items so that
you don't have to scroll down the complete list of all items
ever sent each time you visit sent items. Archived items are
still available to browse or even re-send. No information is
lost.
- Update
Group Details | Members tab | delete of member did not work.
Fixed.
- Can now
edit absences for multiple role members at same time
- New absence
pattern cycle "MatchEvent" can specify that a person
is always absent for a certain event.
- New option
for patterns: "the Last sunday of every month" (in
the Month tab)
- New Global
Restrictions - works like RoleEvent restrictions but operates
across roles and/or events
- New WebShare
module, and updated license file to allow WebShare and Costing
function to be added to a license.
- Small fix
so that Master Schedule report for people not on the roster
creates a master roster not a blank page
- Fixed problem
in Events form - changing roles does not update the database
- Fixed problem
with handling of line break tokens throughout smartroster. Needed
to allow for semi-colon in event names
- Added 'would
exceed target' on grid popup menu of role-members available
for a timeslot
- Fixed problem
with reminders - only first role/event for each person was reported
- Added ability
to change port number for emails for SMTP (Default)
- New Schedule
Grid format - Personnel by dates (on axis) with role in cells
- Can now
independently select the date format for date/event, and the
name format, in schedule grid
- Added new
report (MasterSchedule II) which matches the new grid layout
- also exports to MS Word
- Fixed problem
where changing event start time would lose all timeslots for
that event
- WebShare
fix - not creating the user's folder correctly on the Davallia
Technology server
- Fixed absences
report – was ignoring the date range
- Added ability
to set maximum table columns for all reports that use the generic
table reporter (applies to a number of reports)
- Fixed “Role
Distribution” and “Distribution Summary” reports - not counting
when scheduled outside planning horizon
- WebShare
fix - Added ability to override the update access in (in case
a person opens for update and then loses internet access)
- Fixed problem
with using certain literal characters in comments or group names.
Comments can use any visible character
- Fixed problem
handling an event with occurrences on same date/time - now the
occurrence with a comment overrides the occurrence without one
(so you can override the durations for a specific occurrence
and it does not double up the occurrences at that time)
- WebShare
– now checks that the user has at least 2 licenses, plus must
have current support
|
2.518
22-Mar--07
|
- Fixed problem
with main schedule report - "Hide non recipients"
flag was ignored when exported to word
|
2.517
8-Mar--07
|
- Fix problem
with reminder labels report which ignored the name and date
format fields
|
2.516
28-Feb-07
|
- Where a
role/event is scheduled "x consecutive months", it
now stays within calandar month boundaries
|
2.515
23-Feb-07
|
- Fix for
the Address Labels report - address lines were all concatenated
together
|
2.514
29-Jan-07
|
- Can now
set the PORT number for emails using the SMTP (Default) email
protocol
|
2.513
21-Jan-07
|
- Fixed problem
adding same person to a role more than once (with different
Events)
- Fixed problem
with individual roster report when roles are printed on the
vertical axis
|
2.512
5-Jan-07
|
- Fixed problem
with incompatible roles - if a group is scheduled then no member
of the group should not be scheduled in incompatible roles on
the same event
- Fixed problem
with manual drop into a schedule - would allow drop into incompatible
roles
- Fixed error
when Acrobat Reader used as viewer and the reader is not closed
between running separate reports
|
2.511
23-Dec-06
|
- EndDate
was somehow being set to before Startdate of some adhoc events,
causing events not to show.
- "Report
groups/households as a list of members" not always working
when for groups
- Fixed problem
with scheduling groups in which individuals do not show up on
Individual Roster report
|
2.510
8-Dec-06
|
- Fixed problem
with phone number displaying in role inventory report
|
2.509
4-Dec-06
|
- Fixed bug
with the automatic clean up of comments that are no longer in
use
|
2.508
30-Nov-06
|
- Added "Paste"
menu option to Role Member menu (allows easy copy/paste between
roles)
- Individual
Availability checking now checks a persons group's group's (etc)
availability
|
2.507
28-Nov-06
|
- fixed display
of "Adhoc" type events in the events panel
|
2.506
27-Nov-06
|
- fixed minor
display issue for Report Parameters dialog
- fixed Distribution
form which was not displaying correctly at 120 DPI system display
resolution
- fixed minor
problem with form caption for Email | Bulk email
|
2.505
22-Nov-06
|
- Encrypted
files are now much smaller, and have increased security
- Fix problem
with "every 2nd,3rd,etc month" patterns where the
starting date is after the start of the look-back period
- Added new
option "Member availability affects group" on the
Members tab of the people update dialog.
|
2.504
13-Nov-06
|
- fixed bug
with the Timeslot Auto-Number Occupants feature
|
2.502
2-Oct-06
|
- Fix problem
with post-load processing for individuals
- Fixed a
bug when encryption is used and the size of the file is 1-14
chars less than an exact
multiple of 4096 bytes
- Fixed a
bug with the export routine not exporting all columns
- Fixed bug
with saving of Usage Targets
|
2.501
23-Sep-06
|
- Added new
autonumber feature (Role-event setting) randomly numbers all
occupants of same timeslot
- Fixed problem
with deleting events - did not delete the timeslots for the
event or the timeslot usage references
- Fixed problem
where timeslots were not correctly fixed when events properties
are changed
- Fix problem
where two people with same "NextEvent" cause assignment
to a timeslot to exceed "at most" number
- Fix user
interface problem when changing system display setting - DPI
120
- The build
progress no longer has a separate dialog to indicate completion
- now has message within the dialog itself
- Small fix
for import routine to differentiate imported households based
on home phone
- Fix problem
with adding new Association Preferences (would not save)
|
Version
2.5
19-Aug-06
|
- Re-instated
Send-separate/send-combined menu choice in frmDistribution
- Added "Always
on Same Role" option when adding an association preference
- Fixed handling
in the Update Person Details - Associations tab
- New People
| Export dialog allows selection of columns to export and whether
to export Households, to include first-line-labels, and to generate
single file per role
- Added new
button "Auto Calculate" in the Roster Period expanded
selection dialog. This tells SR to work out a reasonable value
for the look back days
- New File
Sharing option, under File | Options, Open/Save tab "Enable
File Sharing protocol"
- New Role
Group "Link Members" option insures that the member
list of linked roles are identical
- New Sorted
flag for role members - if not sorted can re-order the role
members for round robin scheduling
- Made sure
that RoundRobin roles are always auto scheduled FIRST
- New Rates/Costing
functionality - employee wage rates and penalty rates can be
set in various parts of the program
- Modified
Fixed Usage Targets to include concept of UsageUnits (count
or hours), Avg-across-schedule or Max-in-period (week, month
etc), eg to set "max 40 hours in each 7 day period"
- Modified
Role Distribution report to allow reporting of (at user choice)
count, hours, target, cost
- Added Export
to Word version of Distribution Summary report.
- Modified
Build and BuildProgress forms to provide for the new Optimisation
methods - "Maximise participants" and "Minimise
cost"
- File Sharing
added - only available for multiple (2+) licenses in registration
- Cost function
only available for commercial licenses (ie. unlimited persons)
- Fixed problem
with Group names not being expanded in roster reports when exported
to Word
- RoleMember
fixed usage targets now supports same features as Person fixed
usage targets (avg or max, count or hours, etc)
- Changed
Usage Period to include both count and period type so any number
of days/weeks/months can be specified (eg 3 weeks, 5 days, 7
months)
- New Absences
report created
- Fixed a
problem where changing an event start time would cause existing
timeslots for that event to be deleted
|
Version
2.4
29-May-06
|
- New email
subsystem to control email sending, view emails status, see
exactly what the recipient will be getting, edit the message
prior to sending, and archive old messages for historic purposes.
Works both for distribution and reminders. Old emails can be
kept indefinitely, or deleted as desired.
- NEW email
protocol added - SMTP (MailBee). This is a more reliable format
and supports email authentication.
- Can now
specify RoleGroup as well as a role for association preferences.
- Household
and group associations can now also speficy an Role or Role
group, and/or an Event.
- Up to 50%
speed improvement running AutoFill.
- For all
association preferences with the desire to work together, SmartRoster
now tries to schedule to the same role before scheduling in
different roles
- Preference
satisfaction report now shows added "%together" (good
for group constraints) which shows the average number of people
in a group association
- Right-click
to select people for manual scheduling will not show people
who have exceeded their targets for the role
- Can now
add a preference to a person to work with themselves on another
role. This allows for specifying that a person always work on
multiple roles, without making the roles strongly compatible,
which would effect everyone in those roles (although the roles
must still be "not incompatible")
- Can now
substitute the individual member names in place of group or
household names in reports
- Fixed application
error with clicking on the grid after clearing or using AutoFill
in some curcumstances
- Fixed Trainee
flag - not autoscheduling correctly
- Fixed problem
with changing "Include role in roster" tick box, then
changing to a different schedule period
- Fixed a
problem which caused Trainees never to be assigned
- Fixed a
problem with deleting names from the Rosters grid
|
Version
2.305
13-Apr-06
|
- Role Members
list will display Event in grey if a role member can only serve
one event, and it will not let the user enter the Event if only
one is possible (avoids redundant, confusing data entry).
- When creating
a association preference, it checks whether both persons share
the role, if a role is given (to avoid impossible preferences)
- Added email
SMTP authentication method and tidied up the Email Options dialog
- Fixed
problem with Person drop down box when adding association preference
- Stopped
auto-deslect of sent messages when sent by SMTP method due to
a bug in the alogorithm. Also changes top line to a non-autosize,
wordwrapping label
- Fix problem
with changing "Include role in roster" tick box, then
changing to a different schedule period
|
Version
2.30
30-Jan-06
|
User Interface
- Rosters
grid now shows "<Vacant>" for each timeslot
vacancy - can see at-a-glance where the vacancies are
- Added ability
to clear old absence records
- Updated
all controls to use the new windows XP common controls
- Changed
the people list to use a listview control - much more flexable
and robust
- CopyFrom
(new pattern) will copy the event availability to all persons
available for the copied event
Role-groups/
Event-groups
- Define
Role-groups under the Roles menu and Event-groups under the
Events menu
- Use these
groups to create usage targets restricted to a subset of roles
and/or events
- Use role
groups to report a group of roles in a single column (such as
in the Master roster report)
Reporting
- New "Preference
satisfaction" report and re-arranged some of the other
reports
- Change
to Event-per-page report;
- new option
"Show attendance columns" shows each Attendance Status
flag as a column next to the names - for producing a sign-in
sheet. Also now works correctly across multiple pages (ie with
many of roles)
- Fixed problem
with reporting - sometimes people were not showing on their
respective reports
- Event-per-page
report now has a line between each person when acting as a sign-on
sheet
- When hiding
names other than recipient, the row heights now size correctly
- Fixed the
new Event-Per-Page report to export to word correctly for Lorilee
- Small fix
for ReportEvent report - when role not required by an event
don't show the role
- Added new
Role Group to all reports - can select a role group for roster
reports to group roles in one col
- Event comment
was not printing on reports - fixed
Minor fixes
- Fixed buttons
in Groups tab in the update person details dialog
- Fixed bug
with AutoImport which caused application error
- Also changes
Zero Usage meaning to include ONLY the current period - not
lookback
- Was not
deleting old unused Preallocation records
- Problem
with duplicate Valid Role Event records - now removed duplicates
during load
- Deleting
a group should delete all Restrictions that reference the group
- Fix for
closing smartroster destroying rolegroups at incorrect time
- RoleMember
dialog now only shows events in the Events or NextEvent dropdown
for which the rm is available
- Fix bug
with removing role where the- Role membership list was not updated
correctly
Auto Scheduling
- Changed
"Zero times scheduled in the roster period" to mean
just that - not to look at LBP
- New feature
- Usage targets may be restricted to a subset of roles and/or
events, and can use GROUPS
as a short cut to apply usage targets to groups of individuals
- Added person-level
pre-assignment (as a'la role member pre-assignment) which takes
into account any related roles or persons
- Added "Consecutive
Units" so that consecutive could be over days, weeks, months,
and also number or times
Email
- Now remembers
the last text of bulk emails or any report sent through email
- for each report
- Small fix
for MailBee - need to disconnect/reconnect every 20 or so messages
- Change
in the distribution dialog allows easy single click clear all
or select all, and when sending automatically deselects correctly
sent messages so that re-try unsent messages is very easy.
|
Version
2.20
1-Oct-05
|
- Fixes problem
with deleting a role/s causes problem with TRoleList.EnumerateFillOrder
for Alex Huggett
- Changed
"Applies to Events" box to ListView which shows all
info at a glace
- Changed
"Compatible Roles" box to ListView which shows both
roles and compatibility strength at a glance
- New "Yearly"
Event type in the Events edit window
- Fixed bug
with delete of person who is a role member with Event specified
- Fixed bug
with <Alt> key override not always working during manual
scheduling
- Changed
Event list box to a list view also
- Added new
Attendance functionality - new Options input area, new right-click
menu, new Attendance report
- Added restrictions
for Roles-Events. Eg Kindy worker in the 1000 service must have
at least one female.
- Can specify
restrictions as "At least..", "Exactly",
"At most..", and "Cannot not have both Males
and Females" restriction apply to group membership - eg.
define "Male" group to restrict based on sex
- fix for
event pattern which occurs "4th Sun of every 2 months"
- fix bug
with a person having multiple role memberships for different
events in the same role
- fix importing
of role membership - handles role membership with associated
event Role[Event];Role[Event];...
- added new
text into all panels which only shows on new file (when the
respective panel is empty) for guidance of new users
- New feature
: Role-member pre-assignments, dbl click on role member to set
- Added to
reports ability to "Hide Non-recipients" - in the
standard report only show the recipients
- fix for
renaming of roles when in List format: dbl click to rename a
role
- Can re-order
Roles when in List format by dragging role up or down the list
or select menu option
- Increased
the size of the Recipients name in the header of roster reports
- When creating/editing
Events can now "Copy From" to copy all settings from
another event
- Added "ClickYes"
program to package to stop annoying Outlook messages when using
MAPI messaging for email
|
Version
2.10
24-Jul-05
|
- Added
Role Member absences - distinct from person absences, apply
only to a person in a role (and also in a specific event if
that is given)
- Made Edit
Events window re-sizable (horiz as well as vert) to try to overcome
an error reported by a user
- Added "Trainee"
role member designation. Trainees are always assigned with at
least one non-trainee
- Added "Count
group as one" check box in Role Events panel. Will allocate
group as if they were single person
- Removed
ability to select algorithm "2" in autofill advanced
settings (forces algorithm 1) as no longer required
- All reports
exported to MS Word have all tables set so that single rows
do not span multiple pages
- The "role
inventory" report now only included actual roster period
(Not look back period) in count of Actual Usage (which makes
more sense)
- Changed
the way role members who do NOT have a fixed usage target are
allocated - makes the actual usage much more even in some instances
- Removed
option 'Interpret "Always keep together"
preference literally'. "Always together" is
now always enforced. Please use "Strongly prefer together"
if you do not want the relationship strictly enforced
- Fixed problems
with allocating role members "consecutive" times (>1).
Was sometimes not working, or ignoring other constraints
- Fixed compatible
roles handling - not always allocating a person to "Mandatory"
compatible roles. Also tries to explicitly enforce "Strongly
related" compatible roles
- Fixed
the
problem which caused events to appear with "TEMP"
suffixed
- Fixed
export to Word for reports with horizontal dates
- New
"Role > Display As" menu - can now display
roles as tabs OR as a list in a list box - great for when you
have many roles
- New
"Role Members" report lists contact details for
people with separate page for each role/event combination
- greying
out of role members is now a reliable reflection of those with
zero possible events in the roster period
- Registration
error dialog now provides useful feedback for troubleshooting
registration problems
- Smartroster
Looks for licence file in various other locations in case user
having difficulty transferring it to the install folder
|
Version
2.031
28-Apr-05
|
- Fix for
not able to create more than one role member for same person
|
Version
2.03
22-Apr-05
|
- Add indication
of number of active persons - useful for customers with limited-person
licenses
- Fix for
"Always keep apart" - two people could still be scheduled
together if on different but overlapping events
- New "Multiply
all font sizes" field in report parameters entry window
to allow some control over font size
- Hit "Delete"
in Household drop down to delete the household to which a person
belongs
- Added new
field Phone2.<Fixed> etc so you can now enter home contact
details without a household record
- Changed
auto update feature to check for updates no more than once a
week
|
Version
2.02
16-Mar-05
|
- Fixed problems
with Event Priority processing
- Fixed problem
with row heights not sizing correctly in the Roster reports
- Fix for
problem with SmartRoster not respecting fixed usage targets
- Import
now defaults Event priority to 3 if not specificed
- Fixed Application
exception error on import with delete
- Users do
not have to be admin user to register (only install)
- Added reporting
of targets into the Role Distribution report
- Fixed problem
with right-click menu in grid very slow to respond (when file
has large numbers persons)
- Added option
to determine how smartroster allocates non-fixed role member
usage targets
- Added new
"Cannot exceed calucaled role-member targets by more than"
user setting
|
Version
2.01
23-Feb-05
|
- New Role
Distribution report
- New auto
update feature - under Options | Organisation
- New Clear
all and Select all buttons into the Events tab of the “Update
person details” dialog
- New Clear
all and Select all buttons into the Events panel
- Fixed problem
with row heights not resizing when manually adding or deleting
people to the grid
- Small fix
to improve missing slots performance
- Added "Copy
to clipboard" button in viewer - available for ALL reports
- Added new
Maximum Persons limit - for new tiered license structure
- Add Copy
to clipboard menu option to People menu (same as the Export
format)
- Fixed problem
with Bulk Email (cannot select event)
|
Version
2.0
1-Feb-05
|
- Can now
add field codes to messages (subject and body) for substituting
with actual values
- Fixed email
- cancel buttons works correctly for SMTP mail
- Fixed the
import form (default size too large in lower resolutions)
- Added full
context-sensitive online help
- fixed rosters
grid display update so it is much smoother
- Able to
re-order the events in the events list
- When adding
group/household from people panel to role members gives option
to add individuals from the
group as role members instead of just the group itself.
- Method
of calculating the contraint score is now much more consistent
and reliable, and it updates immediately on any grid change
(including manual changes)
- Fixed a
problem with "consecutive" when a cell or row was
locked.
- Fixed a
problem with the AutoFill timer under some versions of the operating
system
- Right-click
menu in rosters grid is much faster to load
- Fixed Report
parameter entry for label reports - didn't enable the control
selectability correctly
- Fixed Previous/next
period button to work properly over month boundaries when selecting
roster period
- Much improved
workload balancing algorithm, for setting usage targets especially
for same person across multiple events
- new Role
Inventory report
- new Personnel
Inventory report
- Holding
down <Ctrl> key while dbl clicking on role member will
bring up the person record
- New, more
secure user registration system
- Role patterns
fixed
- SRP format
now stores page settings for setting up SmartVue when loading
saved reports
- Fixed list
re-sorting when editing a role member or person
- Converted
to Delphi 6.0 - brings new Win XP like open/save dialogs
- New Inventory
reports export to Word
- Copy menu
in RoleMember, Event, and Rosters grid popup menus
- Quick Directory
report now export to Word
- New list
view for showing role members, and reorganised the Role panel
with a new tabbed display to have more space for the various
components, also gives more feedback about role targets
- Can now
select from three different name formats for displaying in the
role members list and rosters grid
- New Role
notes tab under the Role panel allows for printed notes to go
with Role reports
|
Version
1.42
build 5
15-Oct-04
|
- Now it
is easier to see who is available for events. Only those people
available for the active events are visible in the role members
panel (user selectable on the Role Member right-click menu)
- The SMTP
email functionality has been re-written from the ground up for
reliability and speed. It also gives instant feedback as to
the progress for each message sent, and allows multiple simultaneous
connections for faster message sending (especially useful for
broadband connections)
- Added ability
to import and export of people's valid events. This also automatically
creates the events themselves if they don't exist, but you still
need to configure the events
- The Import
from native SmartRoster file format (ros file) improved. It
loads all personnel and absences from the import file but NOT
preferences - useful for maintaining a central personnel file
with many SmartRoster users autoloading into their own files
- AutoImport
also gives feedback when auto-import occurs (such as when you
open a SmartRoster file)
- New Role
per page report
- Can now
report on events that are disabled in the main screen without
first enabling them
- When selecting
"On Roster", the individuals ticked now correctly
reflect the Roles and Events ticked and the date range
- The "Select
Events" panel in the report setup window can be resized
to show more events
- "Export
to Word" function additionally works for the "Mailing
Labels" and "Reminder Labels" reports
- The context
popup menu over a timeslot now sorts names alphabetically
- Added visual
indication of locked CELLS - lock icon in top right of cell,
and fixed a problem of Cell locks lost after Autofill
- Added explanatory
message in the Grid to explain why it is sometimes empty
- Added option
'Interpret "Always keep together" preference literally'
in Autofill Options. If ticked then SmartRoster will NEVER schedule
anyone in an "Always keep together" group to a specific
event unless everyone in the group can be scheduled on the same
event
- Added new
"Enforced Break Applies between members" checkbox.
If ticked then the Enforced Break not only applies to each individual
in the group (or household), but also BETWEEN each of the individuals
in the group (or household)
- Fixed problem
with reporting: if an Event in the main page was not ticked
then it was ignored in reports no matter what event was ticked
in report screen.
- Reports
now remember the date range, if the dates are not the same as
the roster period
|
Version
1.40
Jul-04
|
- New feature:
add comment into any timeslot by right-clicking in the timeslot
and select "add comment"
- Fixed "Ignore
previous reminders" and select between dates
- Added a
check to prevent recursive groups putting SmartRoster into hard
loop
- Added EnforcedBreak
for RoleMembers. ie, can specify breaks to apply only for specific
people in specific roles and to specific events. Good for enforcing
breaks for single roles (apply to all members)
- Changed
resolution for EnforcedBreak so you can enter minutes, hours
or days
- Fixed problem
with importing not correctly deleting old records
- Added import
option "Delete records not added or updated"
- Fixed grid
row re-sizing when clearing the grid
- Added new
date-time formats in Report dialog - show <Day> and <Time>
together or separately, or no date at all
- Fixed the
"Find" box in the People panel (not working correctly)
- Lookback
days ignores prior events which have no one scheduled. Click-and-hold
on Event in "Applies to events" panel will temporarily
display only role members valid for the event
- Added new
"Scheduled" tab into the People update dialog showing
all scheduled timeslots for a person
- Fixed printing
multiple names per timeslot where names are too large - now
prints all names correctly
- Added "NextEvent"
into RoleMember dialog. Allows specification of pattern within
a single role.
- Fixed Group
tab dissappearing when People panel too small
- Fixed error
when dbl clicking on <All Events> in "Applies to
events" panel
- Fixed problme
with new person, group etc not sorting when added
- Fixed times
in Include dates finish time being format different to start
time
- Can click
"New person" in roles "New Member" dialog
- Added Randomize
Role Order - in set role order form
- AutoFill
FIRST priority is now to fill all required slots - now reports
slots missing, in the status bar
- Person
"Title" drop down now populates from user's own data
instead of fixed list of title
- Can now
have different events with same start time
- Fixed problem
where events have "TEMP" suffixed to name for no reason
- New algorithm
for calculating usagescore takes better account of absences
- Added more
user control over priority for choosing between possible occupants
of a timeslot.
- New "Spare"
indicator for role members and associated program logic
- Added "Add
to all roles" button in the update Person dialog (Roles
tab)
|
Version
1.30
Apr-04
|
- New
feature - "Hide rows where recipient not scheduled"
check box in RosterReport parameters window
- Added new
Role | Pattern | Delete menu to allow deletion of role patterns,
and changed default pattern time/duration
- Fixed bulk
email - single email feature (email addresses not well formed)
- Fixed problem
with import where ID is part of import and AutoCreateHousehold
is checked
- Fixed error
with size of Import dialog
- Fixed error
with dragging from role members to grid (sometimes didn't work)
- Fixed problem
with timeslot initialization
- Fix problem
with recurring absences where absence is more than a day (eg
every 28 days for 14 days)
- Fixed problem
with role name change - sometimes would lead to blank names
- New
feature - Role Member - Event specification, and new dialog
to handle this
- Change
to grid highlighting - white/grey alternates for different days,
not for each row
- New feature
to give enduser control over whether group availability applies
to group members
- Fixed reporting
problem where only role column(row) is shown and rest is blank
- Fixed AutoFill
when EnforcedBreaks are being used
- Change
to when availability is checked within the program. This allows
previous cells to remain after availability or personnel changes
so that historic scheduled timeslots do not just dissappear
- Can now
edit person from the edit RoleMember dialog
- New
feature - SmartExplain to give instant unavailability reason
feedback to assist with "why cant I schedule X to to this
slot?"
- Added browse
in the backup dialog, and now remembers last backup location
- Fixed Event
per page report (access violation)
- Interface
update - Timeslots are highlighted with diagonal crosshatching
in Grid where the Role is not required for the event
- Events
can now have more than one occurence on the same day
- Fixed importing
from native smartroster file (broken at v1.10?)
- New report
types: "Mailing Labels" and "Reminder Labels",
accessed by new menu "Report | Labels"
- Added "Ignore
previous reminders" and select between dates, in email
reminders
- fixed AutoFill
errors in calculating constraint scores
- fixed Access
violation on program exit
|
Version
1.20
Dec-03
|
- Now able
to delete Event with blank name, and prevents creation of blank
name events
- Fixed printing
with many columns
- Report
generation uses proper left column (column 1) width in table
- Can define
Enforced Break - minimum time between scheduled timeslots, either
globally, or for groups, households, or individual
- fixed handling
of undo buffer for going back to previous builds
- highlighting
of names/family/group in reports now works correctly
- "Individual
Roster" report type - now ticks all roles before disabling
"Select Roles" and only shows roles applicable to
the events selected
- Event per
page report works correctly with multiple columns
- Added
new Notes facility for inputting notes about Persons (household,
group)
- Setting
units in the report dialog now changes the margin values correctly
- Export
roster functionality added - can export in tab-delimited and
html format
|
Version
1.10
Sep-03 |
- Personal
preferences can now be restricted to a specific Role, Event,
or both.
- Can set
the AutoFill order (the role order in which AutoFill fills the
roster) from new menu option 'Roster | Set Autofill Order'.
ie. the grid display order is independent of the AutoFill order.
- Fixed bug
with fixed usage constraint (period=current roster) being ignored
by AutoFill
- Internal
change to fix intermittent bug with timeslot occurrence handling
- Fixed problem
with reports that have non-valid dos file characters - effected
"save as" in the preview screen
- Fixed major
problem with the Reminders module, now also works with MAPI
mail
- Added MAPI
mail protocol (for Microsoft® compatible email products
such as Outlook)
- Fixed the
'flashing distribution window' bug which occured with some errors
when emailing
- Fixed bug
with delete of Personal Preference (Update Person window)
|
Version
1.06
|
- Addresses
various issues re adding groups and households as role members
and into the roster (eg. allows
the user to always roster certain individuals together on the
same role/event)
- Fix few
bugs to do with handling absence patterns and discreet anbsences,
as well as combinations of both
|
Version
1.053 |
- "Create
PDF" check box in Reports dialog allows user to decide
not to create PDF - greatly speeds up reporting
- fixed bug
(EListError with message 'List index out of bounds..') which
prevented a file opening
|
Version
1.05 |
-
People
Import/Export now Imports/Exports roles and role membership.
Roles are created automatically if they don't exist
- Fix problem
with calculating availablity for an individual not checking
their group's availability
- Added Event
Priority for determining personal priority when being selected
for events
- Absences
entry window shows the discrete absence entry by default (not
the absence pattern entry)
|
Version
1.04 |
- Household
records will now NOT be created if AutoCreateHousehold not checked
(Warning: not all data may be imported!)
- Import
function now automatically sorts by surname and preferred name
- Fixed
problem with drag and drop from cell to cell in the import columns
table (Import module)
- fixed
tab order in the main people update screen
- Fixed
problem with Exporting peronnel details
|
Version
1.03 |
- Fixed bug:
unable to delete absence records
- Added "Revert
to saved" file menu option.
|
Version
1.02 |
|