Case tab update 6/12/2018 06/12/2018

Over the last few days we have updated the case tab in profiles.  We know this hasn’t been entirely smooth for everyone, and we’re sorry if you’ve experienced any disruption.  A further update this morning has resolved most of the outstanding glitches, and we’ll be continuing to monitor and update over the next days.

The changes we’ve made are very significant at our end, but at this stage there have not been any major changes to what you’ll see.  Having made these changes, we are in a much better position to make further changes that will improve the functionality around cases which you will notice.

The biggest change for now is the way the tab loads.  Previously, all the cases and all the records in all the cases were loaded in one go; with larger numbers of records, this got very slow.  Now, the records for a case are only loaded when you click on a case button on the tab.  This means the servers only have to get the data that you need, and particularly for customers with lots of data, you should notice the speed improvements.

The updates this morning:

• restored workarea colour coding
• restored the ability to add records to a closed case
• restores the ‘show files’ popup
• restores summary text for referrals in the table

System updates 12/10/2018 11/10/2018

We have a pile of small-ish updates that we hope you’ll like.  Here they are, in approximate order of prominence:

• The “search” box when adding profiles to work records is bigger and clearer.  Once you have added profiles to the attendance table, you can now click on their names and view their profile in a new popup window.  (If you don’t see anything then you may need to tell your browser to allow popups).
• You can create duplicate groups and waiting lists.  In groups > view all, click the popup menu over the group you want to duplicate, and you’ll see it there on the menu.
• The ‘delete’ option on popup menus has been moved to near the bottom of the menu, to make it harder to accidentally delete data.
• You can view deleted activity (work, referral etc.) records – there’s a new checkbox in the ‘search’ when viewing all records.  If you open up the popup menu over a deleted record, you can restore it.
• When you edit an address on a profile, it will load the whole tab afterwards (previously you’d ‘lose’ the contact permissions until you clicked on the tab again).
• Case reports now include the number of days, in addition to the number of weekdays, that the case has been opened.
• If you try and change your password to something that doesn’t meet your organisations password rules, you’ll get a better message explaining why not.
• Multi-project systems can upload library items to multiple projects at once – you can choose which projects to add to when you create or edit the item.
• Profiles added via the API have a big notice telling you so when you view the profile, and have an ‘Accept’ button to add the profile into the main list of profiles.
• If you have a date selected in a non-required field, the popup calendar has a ‘clear’ button that will clear out the date entered.
• Communication templates can now include the day of the week of the work record, and the names of staff attending a work record.
• Administrators in multi-project systems can merge duplicate profiles (previously only project admins could)
• There’s a few other places where we’ve amended labels to try and make it clearer what they do (but they still do the same as they did before!)

We are also working on an update to the case tab in profiles, which will make it load faster for profiles with a lot of data, and allow us to add some new features and flexibility on the tab – more soon, we hope!

System updates: staying logged in 5/10/18 05/10/2018

We’ve updated the logout timer in Lamplight which controls how long you will stay logged in for.  System administrators can change the setting in admin > global settings.  This timer starts when you stop using Lamplight, and will log operators out (with a warning) after that time.  And we’ve made an update so that you won’t get logged out sooner, which could happen before.

System update 7/9/2018 07/09/2018

We’ve released a minor update today with a few changes.

If you have calculated outcomes (e.g. a total score) in your system, then previously this would only be calculated for a “service user” “attending” the record (not other staff, for example).  From now on the total will be calculated for all those listed.  If you are reporting on total scores you will need to ensure that you filter for the profile types you intend.

There are some small changes to the media module.  The control buttons should no longer be hidden by long file names, and there is improved handling of files that Lamplight cannot preview which in certain situations means you do not get a file listing at all.  Operators with dataentry level access will be able to access media module files, as there was some inconsistency over this previously.

System updates 10/06/2018

We’ve been working on a series of smaller changes that will hopefully make lives easier:

• You can use {case_summary_time} in templates on case button templates in global settings.
• If you link an outcome record to a case, all the other outcomes for that person and date/time will be linked to the same case too.
• You can make groups of archived profiles.
• Closing a relationship gives you a clearer warning message.
• You won’t get asked if you’re sure when removing someone from the attendance table in a work record.
• You can group by all the contact fields, and also the allow_… that weren’t available previously.
• The contact permission allow_* fields can be used as essential fields.
• If you have simple project sharing, you can now share with several projects at once in the profile
• In referrals, the ‘referral success’ field has been moved above the text fields (so it doesn’t get covered by them)
• If you have the global setting selected to show description and follow up in work record tables, you’ll also now see an extra ‘description’ column in tables of referrals, with a summary of the referral, including the notes.  This column will be hidden by default.
• The profile ID has been added to the download of all responses in evaluation reports.
• The recently viewed profiles on home page will now remember your table layout.
• Searches use phones / mobile phones if they spot one (you’ll need to type enough to not look like an ID – for example ‘07911’ will search for records with that ID, but ‘07911 4’ will search for mobile phone numbers starting with that (the space is important, it stops it from looking like a number).

GDPR system update 11/02/2018

GDPR compliance update. We’ve changed the terms used in Lamplight. Previously ‘deleting’ a profile would actually archive it: it would still exist in the background. We have changed the label for this, so it is now ‘archive’, which more accurately reflects what is happening. We have also added the ability to restrict a profile from processing, which is a requirement under the GDPR (which comes into force in May). We’ve also added a new page to our main website about GDPR which we will update over the next weeks to support you in your GDPR compliance.

If you do need to delete profiles, you’ll need to use the ‘Permanent deletion’ functionality in the system admin main menu (which only system admins can do).

If you need to document the data you’re collecting in Lamplight (which you probably will for GDPR compliance) you can download the key settings in Lamplight into a spreadsheet – again in system admin > File transfer.

There is a new security mechanism which locks operators out of the system after 10 failed login attempts. Accounts can be unlocked by system administrators. System admins can also lock accounts if you need to suspend access without deleting the login completely.

If you’re using the ‘my user’ restriction, you can automatically make profiles added by operators ‘their user’ – so Lamplight will create a ‘my user’ relationship between the operator and the new profile. This means that lower-access rights operators can then edit details of the profiles they’ve just created. If you want to use this you’ll need to turn it on in system admin > global settings > security.

There are a load more tags you can use on diary page templates. For example, you can now see the subworkarea, location, and case name (amongst others) on each item in your diary. This is a personal setting, so change it in admin > personal settings.

A couple of bug-fixes:

• Case information in a group data view no longer shows cases from other projects. You’ll need to edit the group data view itself for this change to take effect.
• Borough and ward details are no longer being blanked out (from address lookups) when you edit the name of a profile. The system admin > geocode function will replace any that had been.