Changes in the AIMS v1.31 release include:
To better support our customers with complex location hierarchies, a Location filter has been added to AIMS to, 1) enforce permissions, and 2) limit the amount of data shown on top-level screens.
Users will now see the Location filter under the top menu.
This new functionality allows users to filter between Locations to which they are assigned. Locations can be identified either through Search or scrolling through the list of included Locations. When a Location is selected, the system will display Client, Involvement and Case data for the applicable Location only. (In the example below, users would only see Client, Involvement and Case data related to the Phoenix Drug Court).
*Agencies who are contractually licensed for multiple courts can create and manage Locations in System Administration. “Parent” Locations can be assigned “Child” sub-locations. If a user is assigned to a Parent Location, they will automatically have the ability to view data for all associated Child Locations, however, users assigned to Child Locations must be granted specific permissions to view data from Parent or other locations.
*Please consult your AutoMon Ce Connect Order Form that details exclusive limitations on usage, per agency. Should you wish to add additional Specialty Court programs to your existing subscription license, please contact AutoMon Sales at (480) 368-8555, ext. 1 or email@example.com.
To set Location permissions for a user, from the Edit User dialog on the Users screen in System Administration , notice that there is now a “Location” drop down next to the Role.
The System Administration screens now have a Location drop down available on many items to allow for grouping based on Locations. Shown below is the Drug Testing Edit Group dialog and its corresponding new Location drop down.
When setting up to a Drug Testing Group, if the user is in Location “Arizona –> Maricopa” (a Child location) and the Drug Testing “Blue Group” is in Location “Arizona” (a Parent location), the user will not see the Blue Group as an option to select when setting up the Drug Testing group as they are not in the same permission location.
As the Global Search function is intended to provide users with visibility to clients in the entire system to ensure duplicate records are not created, the main Global Search for clients will not limit results by location; users will see all Clients in the system, regardless of the set Location filter. Search results will present Client Involvement ID, photograph, Client First and Last Name and ID#; users can then access the detailed client record of only those individuals associated with the Court and Location for which they have permissions. Should a user click on a client record associated with another Court or Location for which they do not have permissions, they will receive an Access Denied message (see below).
Involvement and Criminal Case search will limit results to a filtered Location.
Upon release of v1.31, Locations will automatically be assigned according to the current Locations configuration; this can be edited by System Administrators at any time.
The Search functionality has been enhanced to:
- Show “No results found” when preforming a global search and results cannot be found;
- Show “No results found” when preforming a search in the new involvement wizard and results cannot be found;
- Show “No results found” in individual drug schedule & contact schedule dialogues.
Contacts: Ability to schedule a one-time contact in the future
To accommodate our customer’s need to schedule a one-time contact with a client for a future date, AIMS now provides the ability to schedule a future date contacts from the calendar (drop down or date menu) or from the contacts list.
From Calendar screen, Users will see the “Schedule” menu button, clicking this will show the “Contact” menu item.
This will open a dialog window to allow Users to input the desired client involvement (by Involvement number or client name), contact type, contact date and contact start/end times.
When selecting the date in the Schedule Contact dialogue, a future date (current date or any future date); users cannot create a contact for a past date either by selecting a date on the calendar or manually. Depending on the Calendar “View” (i.e., Month, Week, Day), the Start Time and End Time fields will automatically populate with the time that is indicated.
Once the contact has been scheduled, the newly scheduled contact will appear on the proper date and time on the calendar.
Day View example: