2024 change log

2024 change log

The New Handson implementation project began in January 2024 and proceeded in a series of two-week development sprints. This page includes a list of project releases and system changes during the year 2024.

Sprint 23 - Dec 12, 2024

Added
  • NHO-812: Retention - Form - Create Increment ID
  • NHO-749: Retention - Form - Create
  • NHO-746: Retention - Home Page
  • NHO-998: Retention - Form - General Tab Spousal Information
  • NHO-996: Retention - Form - General Tab Competitive Offers
  • NHO-995: Retention - Form - Failure Reason
  • NHO-994: Retention - Form - General Tab
  • NHO-987: Retention - Form - Cost Tab Other Promise Costs
  • NHO-986: Retention - Form - Cost Tab Facilities Costs
  • NHO-985: Retention - Form - Cost Tab Housing Costs
  • NHO-984: Retention - Form - Cost Tab One-time Costs
  • NHO-983: Retention - Form - Cost Tab Future Salary Promise
  • NHO-982: Retention - Form - Cost Tab Starting Salary
  • NHO-981: Retention - Form - Cost Tab


Sprint 22 - Nov 28, 2024

Added
  • NHO-976: Costs Tab - Dynamic expand/collapse Housing, Facilities Costs, and Other Promises
  • NHO-975: Retention - Recently Viewed
  • NHO-974: Retention - Favorites

Sprint 21 - Nov 18, 2024

Project pause.

Sprint 20 - Oct 28, 2024

Added
  • NHO-948: Add link to Cost Spread Calculator in the One Time Costs section of a Recruitment
  • NHO-947: Attachments and notes should copy over from a recruitment to a funding commitment when using the "Create Commitment" button
  • NHO-946: Once I create and save a commitment from a recruitment or retention, the "Create Commitment" button should no longer be available
  • NHO-945: As an FPS User, I need to be able to edit facilities costs on recruitments
  • NHO-922: As a housing coordinator, I would like to be able to add housing costs to Recruitment records
  • NHO-915: As a faculty affairs user, I would like to be able to set security controls on Recruitment notes/attachments
  • NHO-914: As a faculty affairs user, I would like to be able to set security controls on Search Authorization notes/attachments
  • NHO-829: As a Recruitment user, I would like to export my search results to CSV
  • NHO-797: Search Request Binder - Working List by Status of Search Authorizations Report

Changed
  • NHO-967: Search Request - Department Summary Report - Remove "Other (IDP)" from "Level" section
  • NHO-965: Search Request - Building number and office number as separate fields
  • NHO-955: Search Binder Request Details pages should include Subfield
  • NHO-926: Change wording of new recruitment Offer Status options
  • NHO-923: DFO access in Recruitment module
  • NHO-921: As a Housing Liaison, I want to manually add housing deals to a Recruitment if they exist on an Offer Letter
  • NHO-879: Hide Estimated Total from department users
  • NHO-836: Search Authorization - show validation warnings when saving

Fixed
  • NHO-960: Request Status badge not updating from "Draft" to "Requested" after Packet submission until I refresh page
  • NHO-959: Marking a Recruitment as "Accepted" should change the associated Search Authorization to "Accept" as well
  • NHO-956: Search Letter generation is stuck
  • NHO-954: Search Auths & Recruitments with no Projected Probability are getting excluding from the csv exports
  • NHO-952: Recruitment - Decline, Failure reason are required fields, but the record is passing validation without values
  • NHO-942: Title of Search Request Advanced Search
  • NHO-902: Inactive search auths should not carry forward
  • NHO-897: Unusual message when deleting an Endowed Chair
  • NHO-888: Sorting request worksheet by Priority
  • NHO-881: Resubmitting a packet leads to error
  • NHO-827: SSO redirect links in email notifications sometimes go to the previous link target
  • NHO-820: CommitmentLines API does not associate commitment lines to commitments


Sprint 19 - Oct 3, 2024

Fixed
  • NHO-738: Send to iJournal button should display properly
  • NHO-766: MxModelReflection duplicating entities on email template import
  • NHO-817: Costs per year are not always sorted correctly & showing more data than legacy
  • NHO-831: Transfer Date is being set as CurrentDateTime when it should only be setting the date
  • NHO-833: Search Auth Advanced Search - div overflow issue
  • NHO-842: Request Worksheet is showing latest packet information even when viewing a past search round
  • NHO-844: Error when attempting to delete Search Request in draft status
  • NHO-847: After deleting a search request, the row is still visible in packet data grid until the page gets refreshed
  • NHO-850: When saving search request flag, confirmation popup briefly appears and then disappears
  • NHO-866: When Search Requests are authorized or rejected, the info popup shows a Request ID that does not match the current record
  • NHO-867: Cost Template -delete additional funding sources not working
  • NHO-873: Update search request form instructions
  • NHO-882: Search Request advanced search by subfield shows search term instead of results
  • NHO-927: Alignment issue with Search Auth status badges
  • NHO-929: Deleting a competitive offer asks to confirm deleting a one-time cost
  • NHO-930: Funding Commitment attachment names are center justified
  • NHO-933: Search Authorization details page won't show Costs tab details if no cluster is present, but some departments don't have a cluster
  • NHO-939: Add Description and Notes filters to Recruitment Advanced Search

Changed
  • NHO-834: Recruitment start date warning - text change
  • NHO-835: Recruitment advanced search - typo fix
  • NHO-838: Recruitment - comp offer typo fix
  • NHO-839: Recruitment - additional offer status options
  • NHO-841: When using a search request to generate a search authorization, the request offcycle status should persist
  • NHO-868: Remove Courtesy from appointment type dropdown
  • NHO-875: Update submit packet confirmation popup text
  • NHO-877: Change "Owning Packet" text to "Go to Packet"
  • NHO-883: Add space between Grand Total and dollar amount
  • NHO-884: Change label on Add Facilities Cost button
  • NHO-895: Typo in Search Authorization save confirmation popup
  • NHO-901: Change copy on search request flag confirmation
  • NHO-903: Remove extra text from Request Flag Response form
  • NHO-910: Emphasize Department on Search Request, Search Auth, and Recruitment headers
  • NHO-925: Recruitment header - bold candidate name and department
  • NHO-935: Funding Commitment header consistency

Added
  • NHO-62: As a Recruitment module user, I would like an advanced search for an existing recruitment record
  • NHO-596: A funding commitment generated from a recruitment should use the recruitment PTA
  • NHO-617: As a Search Request Admin, I would like to generate a department response letter for departments in which some requests were approved
  • NHO-618: As a Search Request Admin, I would like to generate a department response letter for departments in which no requests were approved
  • NHO-709: As a Search Authorization User, I would like to export my advanced search results
  • NHO-795: Search Request Binder - Search Request Detail Pages and Cover Memos
  • NHO-796: Search Request Binder - Department Search Requests Summary Report
  • NHO-805: As a Search Request Creator, I would like to provide an explanation whenever my search request has FTE below 100%
  • NHO-806: As an Inbox user, I would like an option to see all module notifications
  • NHO-813: As a User, I want to be able to view Related Records when viewing an item
  • NHO-814: As admin, I can only create a Search Round "Review Year" to only be 4 digits between 2000 to 9999
  • NHO-823: As a Handson Admin, I would like to indicate the mapping of cost type to a expense area, sub-category, and hold reason
  • NHO-830: As a Funding Commitment user, I would like to be able to see information related to my commitment
  • NHO-840: As a Recruitment editor, I would like a button to remove all One Time Costs, so that I can quickly erase projections and key in actual data from the Offer Letter
  • NHO-917: As a New Handson user, I would like to receive an email when a Recruitment Offer Status changes - Recruitment Status
  • NHO-918: As a New Handson user, I would like to receive an Inbox Notification when a Recruitment Offer Status changes - Recruitment Status
  • NHO-919: As a New Handson user, I would like to receive an email when a Recruitment Offer Status changes - New Faculty PTA
  • NHO-920: As a New Handson user, I would like to receive an Inbox notification when a Recruitment Offer Status changes - New Faculty PTA


Sprint 17 - Sep 5, 2024

Fixed
  • NHO-776: One Time costs should be sorted alphabetically, regardless of the order they are added to a Search Request/Search Auth/Recruitment
  • NHO-777: Imported commitment is showing multiple recipients even though both recipients are the same person
  • NHO-801: Search Request Worksheet - Export to CSV button styling
  • NHO-809: Search Requests created on the first day of the search round are getting marked as off cycle
  • NHO-815: Salary Promise on Cost tab is not aligning correctly
  • NHO-818: Advanced search filters to set a date to the current date are setting yesterday
  • NHO-826: Several User Roles get a security error when deleting inbox notifications

Changed
  • NHO-819: All Operations menu needs detail text and unique icons

Added
  • NHO-782: As a Search Request Admin, I would like to download all department letters as once as a .zip file
  • NHO-42: As a faculty affairs user, I would like to add appointment details to my search authorization
  • NHO-43: As a ___, I would like to add a cost template to my search authorization
  • NHO-55: As a search authorization user, I would like to perform an advanced search for an existing search authorization record
  • NHO-57: As a Recruitment creator, I would like to create a recruitment record from a search authorization.
  • NHO-58: As a Recruitment creator, I would like to add spousal information to the recruitment
  • NHO-59: As a Recruitment creator, I would like to add and manage competitive offers to my recruitment
  • NHO-61: As a Recruitment creator, I would like to add a cost template to my recruitment
  • NHO-66: As a Search Request Creator, I would like for all unfulfilled carryforward requests to become part of the next year's packet
  • NHO-181: As an administrator, when I change the benefits rate for a given expense area and year, I would like for the system to update this rate on cost templates related to Search Requests, Search Authorizations, Recruitment
  • NHO-627: As a Search Request Admin, I would like to receive a notification when a search request is flagged
  • NHO-628: As a Search Request Creator, I would like to receive a notification when a search request flag is reviewed
  • NHO-629: As a Search Request Admin, I would like to receive a notification when a search request packet is submitted
  • NHO-634: As a Recruitment module user, I would like to perform an simple search for an existing recruitment record
  • NHO-692: As a finance accounting liaison, I would like to have an admin screen for bulk iJournal transfers, so that I can initiate bulk xfers
  • NHO-716: As a Recruitment Creator, I would like to copy the cost template from the search authorization to the new recruitment
  • NHO-783: As a faculty affairs user, when I change a search auth's projected start date all of the costs' fiscal years should update according to the new date
  • NHO-784: As a recruitment user, I would like to see favorited recruitments on my home page
  • NHO-786: As a recruitment user, I would like to see recently viewed recruitments on my home page
  • NHO-793: As a search request advanced search user, I would like to be able to search for off-cycle requests
  • NHO-800: Search Authorization ID numbering
  • NHO-811: Recruitment ID numbering
  • NHO-824: As a Faculty Affairs role holder, I want a Search Authorization's status to change, when I change the status of the associated Recruitment
  • NHO-828: As a Faculty Affairs role holder, I need to be forced to select "Yes" or "No" for the "Lab" field when creating a Search Authorization.


Sprint 16 - Aug 22, 2024

Fixed
  • NHO-778: Importing approval status history is creating duplicates if the approval objects changed in New HandSOn
  • NHO-779: SearchRequestAdmin is getting an error on opening a search request
  • NHO-780: Search Request Creator should not have a button to Review flagged carry forward request
  • NHO-792: As a user, funding commitment advanced search not recognizing iJournal Numbers and iBudgetNumbers
  • NHO-794: Search Request access & attribute problems

Changed
  • NHO-341: Make email notifications ON by default
  • NHO-733: Search Request form should allow Need Office Renovation = None

Added
  • NHO-41: As a Faculty Affairs User, I would like to add details to my search auth
  • NHO-54: As a ___, I would like to more quickly access search authorizations from a home page
  • NHO-60: As a Search Request creator, I would like to add other promises to my recruitment
  • NHO-63: As a Search Request Creator, I would like to be notified when annual search requests are open
  • NHO-374: As a funding commitment user, I would like to download a pre-built excel file that can help me work out my housing spread
  • NHO-614: As a Search Request Admin, I would like to generate a search authorization record when authorizing a search request
  • NHO-620: As a Search Request Admin, I would like to see the standard costs on the search request
  • NHO-625: As a Search Request Creator, I would like to flag carryforward search requests
  • NHO-626: As a Search Request Admin, I would like to address flagged search requests
  • NHO-638: As an administrator, I would like to have a location to correct information in a recruitment record
  • NHO-642: As a developer, I would like to import recruitment records into New Handson
  • NHO-674: As a Search and Recruitment User, I would like to add endowed chairs to my cost tab
  • NHO-679: As a Search Request Administrator, I would like to see totals of standard, exception, and total housing costs
  • NHO-680: As an IT Admin or Faculty Affairs User, I would like to be able to manage Institutions used in HandSOn
  • NHO-685: As a Search Request Administrator, I would like to see additional information when adding summer ninths one time costs
  • NHO-717: As a Developer, I would like to import in Endowed Chairs to New Handson
  • NHO-726: As a search request Administrator, I would like to view and edit the cost template on a search request
  • NHO-768: As a finance liaison, I would like to send iJournals with amounts rounded to two decimal places
  • NHO-769: As a Search Authorization User, I would like to favorite search authorizations
  • NHO-770: As a search authorization user, I would like to perform a simple search on search authorizations from my home page
  • NHO-771: As a search authorization user, I would like to see recently viewed search authorizations on my home page
  • NHO-772: As a search authorization creator, I would like to validate that my search authorization is created correctly
  • NHO-781: [UI Design] Cost Tab Redesign (Search Request, Auth, Recruitment) -
  • NHO-791: Redesign cost tab one-time cost line items
  • NHO-804: As admin I would like to assign senior assoicate dean to the department
  • NHO-494: Document the contents of the New Handson PTA file


Sprint 15 - Aug 8, 2024

Fixed
  • NHO-720: Request Status should wrap when inside a Datagrid 2
  • NHO-724: UI Bug - expanded row's Line Item Note does not show line splits
  • NHO-727: As a funding commitment user, I should not be able to save a draft without at least 1 line item
  • NHO-739: As a User, commitment-lines should be editable after they have been 'Set back to READY', so the reject reason can be fixed
  • NHO-765: Can't save a commitment as a FinanceAccountingLiaison
  • NHO-767: Rich text editor doesn't work on email templates (fine locally)
  • NHO-775: Search Auth Import is setting all Status to Inactive

Changed
  • NHO-440: Secondary action colors for sub-record creation buttons
  • NHO-579: Add PTA metadata and export capability
  • NHO-721: Icon and sub-text for Search Requests module
  • NHO-729: Search Request Creator as a standalone role
  • NHO-731: Bulk iJournal upload should not include line items with negative value
  • NHO-740: As a User, I want to only see commitment-line that have a Amount greater than zero, so we don't get an error back from the bulk iJournal upload.

Added
  • NHO-34: As a funding commitment user, I would like to see total calculations of line items in a commitment
  • NHO-44: As a search request admin, I would like to see the funding sources on the cost template of my search request
  • NHO-46: As a SearchRequestAdmin, I would like to add salary details to the cost tab of my search request
  • NHO-47: As a search request administrator, I would like to add one time costs to the cost template of my search request
  • NHO-50: As a ___, I would like to add housing details to the cost template of my search authorization
  • NHO-53: As a Search Request Admin, I would like to add facilities costs to my cost tab
  • NHO-87: As a system administrator, I would like to manage standard costs
  • NHO-539: Import Commitment History data
  • NHO-594: As a FinanceAccountingLiaison user, I should have access to certain admin pages so that I don't need to go through IT to make relevant functional changes
  • NHO-612: As a Search Request Admin, I would like to assign priorities and leave notes on a search request
  • NHO-615: As a Search Request Admin, I would like to export the current year's packets to CSV
  • NHO-625: As a Search Request Creator, I would like to flag carryforward search requests
  • NHO-627: As a Search Request Admin, I would like to receive a notification when a search request is flagged
  • NHO-628: As a Search Request Creator, I would like to receive a notification when a search request flag is reviewed
  • NHO-629: As a Search Request Admin, I would like to receive a notification when a search request packet is submitted
  • NHO-637: As an IT Admin, I would like to have locations to perform corrections on search requests
  • NHO-671: As any Search Request user, I would like to export Search Request search results to CSV
  • NHO-673: As a Search and Recruitment User, I would like to add paid leave credits in the other promises of my cost tab
  • NHO-679: As a Search Request Creator, I would like to see totals of standard, exception, and total housing costs
  • NHO-680: As an IT Admin or Faculty Affairs User, I would like to be able to manage Institutions used in HandSOn
  • NHO-699: [UI Design] Search Authorization Module Homepage/Landing Page
  • NHO-700: [UI Design] Search Authorization - Authorization Details Page
  • NHO-701: [UI Design] Recruitment Module Landing Page/Homepage
  • NHO-702: [UI Design] Recruitment Module - Recruitment Record Details Page
  • NHO-718: [UI Design] Search Authorization - Advanced Search - Page Layout
  • NHO-735: As a Search Request Admin, I would like to add attachments to the Cost Template
  • NHO-736: As a Search Request Admin, I would like to add notes to a Cost Template
  • NHO-737: As a developer, I would like to import standard costs in to New HandSOn



Sprint 14 - Jul 25, 2024

Fixed
  • NHO-562: Unsynced summer ninths calculation error
  • NHO-691: An Approver cannot approve a CommitmentLine that is in a DONE state (via manually added iJournal, from the New Commitment flow))
  • NHO-712: IJournal - I'm allowed to send a non-approved line to iJournal
  • NHO-715: Secondary edit screen shown when using Search Destination PTA is used
  • NHO-730: Departments of search requests are not being entered correctly

Changed
  • NHO-578: As a Finance liaison, I would like to see Inbox items update dynamically as I take action on them

Added
  • NHO-191: As an admin, I would like to bulk import Expense Area.
  • NHO-280: As a funding commitment user, I would like to generate a recipient department commitment report
  • NHO-288: As a funding commitment user, I would like to generate a department commitment data download excel file
  • NHO-372: User Role - Dean
  • NHO-413: Make session timeout for the application longer
  • NHO-544: As a commitment creator/editor, I would like a respread note field available when I use the re-spread tool in order to append spread related information to line item notes
  • NHO-560: As an approver, I would like to push a Bulk line item into Oracle Financials (iJournal)
  • NHO-609: As a Search Request Admin, I would like to have a worksheet view (Dashboard) of the current year's requests
  • NHO-610: As a Search Request Admin on the worksheet view, I would like the ability to approve or reject BULK search requests
  • NHO-613: As a Search Request Creator, I would like to submit a new search request via a search request form
  • NHO-621: As a Search Request Admin, I would like to have the ability to make some small changes to a search request
  • NHO-623: As a Search Request Creator, I would like to have a page in which I can view the current year's search packet
  • NHO-624: As a Search Request Admin, I would like to set the submission deadline for search requests, and have this visible for department chair/DFO users
  • NHO-630: As any Search Request user, I would like to perform a simple search for a search request
  • NHO-631: As any Search Request user, I would like to perform an advanced search for a search request
  • NHO-632: As any Search Request user, I would like to favorite or unfavorite a search request to show on my home page
  • NHO-639: As an administrator, I would like to have a location to correct search request information
  • NHO-641: As a developer, I would like to import search authorization records into New Handson
  • NHO-647: As a Search Request Creator, I would like to upload the cover memo for my search request packet
  • NHO-648: As a Search Request Admin, I would like to approve or reject submitted search requests In the Request
  • NHO-649: Validation of New Search Request form
  • NHO-655: As a Search Request Creator, I would like to see my current year's search request packet(s)
  • NHO-656: As a Search Request Creator, I would like to see my favorited requests on my home page
  • NHO-657: As any Search Request user, I would like to see Recently Viewed Search Auth Requests on my home page
  • NHO-682: As a developer I would like to import cost templates into New Handson
  • NHO-684: As a Search Request Creator, search requests should be read-only once a search request is submitted


Sprint 13 - Jul 11, 2024

Fixed
  • NHO-690: Editing and existing attachment fails validation. Forced to upload another file.

Changed
  • NHO-580: Benefits rate % should display to hundredths of a percent
  • NHO-586: Add contingency start date and end date to FCOM advanced search
  • NHO-591: Swap order of spread and respread options
  • NHO-658: User Role - Search Request Creator
  • NHO-659: User Role - Search Request Administrator

Added
  • NHO-194: As a funding commitment user, I would like to copy an existing funding commitment attachments
  • NHO-346: [UI Design] Search Request - Search Request Form Page for Department Users
  • NHO-348: [UI Design] Search Request Landing Page/Search (DFO/Department Chair View)
  • NHO-351: [UI Design] Search Auth - Search Request -> Search Auth for Faculty Affairs + Finance
  • NHO-675: Update User Roles and Access Sheet - Search Request, Authorization, and Recruitment
  • NHO-683: Update OData URLs
  • NHO-689: hs-handson-dev should not be sending emails out to non-project members

Sprint 12 - Jun 27, 2024

Fixed
  • NHO-524: Getting Error message "Uploading file failed" if try to upload attachment in Attachments and Notes
  • NHO-545: Remove Legacy Commitment Number from FCOM advanced search
  • NHO-553: Respreading automatically approved line left one line still pending approval
  • NHO-568: Line item with no approvers
  • NHO-570: Exiting out of funding commitment attachment without uploading causes an error popup
  • NHO-660: A11y - Destination PTA marked as required
  • NHO-662: Unable to validate or create commitment when source pta is missing but not required
  • NHO-668: As a user, when I do a respread, the grand total is inaccurate if switching the spread-units after entering a value spread-values.

Changed
  • NHO-453: FCOM home Favorites and Recently Viewed should be expanded
  • NHO-469: Editing an approved line item should revoke the approval
  • NHO-552: CSV export column name and order consistency
  • NHO-557: H&S Funding Unit should be searchable, but not selectable
  • NHO-582: Rename FCOM export "Total Amount" to "Total Line Item Amount"
  • NHO-644: Refactoring the Refactored - As an approver, I would like to push a single line item into Oracle Financials (iJournal)
  • NHO-670: As a user, I want to manually added an iBudget Number, based on certain commitment-line criteria

Added
  • NHO-125: Import Commitment from CData
  • NHO-358: User Role - Faculty Affairs Read Only
  • NHO-362: User Role - Salary Setting Administrator
  • NHO-365: User Role - GUS
  • NHO-373: User Role - Dean's Office Administrator
  • NHO-513: As a funding commitment user, I would like to export "Selected Lines Only"
  • NHO-514: As a financial user, I want to see the correct access rights for LineItem editing, deleting, manually adding iJournal number, sending to ijournal, all based around the attached excel document, so my pages render correctly.
  • NHO-515: As a system, I want to update the LineItem TransferStatus based on the iJournal GET Update Response, so my LineItem reflects the correct status
  • NHO-542: As a Finance Liaison or Infrastructure role holder, I need all H&S Dean's office Source and Destination PTAs to be automatically approved
  • NHO-589: As an advanced search user, I want to be able to return to my search and have the previous search data still set, so that I can continue working without interruption
  • NHO-651: As a funding commitment user, I would like to select the relevant filters for my department commitment reports
  • NHO-661: As an Administrator, I want my Faculty Overview page's styles to be up to date
  • NHO-672: As a Developer, I want to create a building block for the warning message in Search Requests
  • NHO-677: As a Developer, I want to create building blocks for the cards containing aggregated results of Search Requests
  • NHO-686: As a Developer, I want to create a building block for the box that shows the calculation of totals

Sprint 11 - Jun 13, 2024

Fixed
  • NHO-510: Funding Commitment email notification has missing space between firstname and lastname
  • NHO-528: Fix UI Issues that appeared with the addition of iJournal elements on pages
  • NHO-532: PTA Award Account Manager does not always match Award's Account Manager
  • NHO-537: Bulk Edit Recipients allows the user to change the recipient of a non-editable line
  • NHO-538: Copying a Commitment as a whole does not clear iJournal information or transfer status
  • NHO-543: A11y Bug - Contingency button cannot be required
  • NHO-547: Imported commitments should follow the benefits calculation logic of Classic HandSOn
  • NHO-548: Legacy commitments have Transfer Status of Done but are still showing Hold Reasons
  • NHO-550: FCOM CSV export error when providing firstname or lastname search terms
  • NHO-554: FCOM CSV export is erroneously treating Description as multiple columns
  • NHO-555: A11y - Source PTA marked as required when it is not required
  • NHO-556: "null" confirmation message shows when deleting a new commitment.
  • NHO-565: Imported commitment amount discrepancies
  • NHO-577: CData rounding decimal values to integer
  • NHO-587: A11y - Contingency Information validation not being marked as required when other fields are populated
  • NHO-604: PTA Associations getting stuck in the task queue at circa 333k records
  • NHO-605: Admin Improvement - Changed roles on a person roles or account roles should copy to each other

Changed
  • NHO-214: UI labeling: Department versus Department/Program
  • NHO-275: Allow more than 200 characters in Notes field
  • NHO-442: Update attachment restriction labels
  • NHO-493: If CSV export fails due to max file size, error message should be more specific
  • NHO-518: Option to save draft line item with some fields blank
  • NHO-522: Line item history improved display for Old Value and New Value
  • NHO-549: Add Creation Date and Created By to FCOM Advanced Search output grid
  • NHO-558: Updates to the iJournal info icon message and continue button wizard flow text
  • NHO-475: As a user, I should not have the option to edit a CommitmentLine once it has been sent to iJournal, so we maintain data continuity.
  • NHO-490: As a Financial User, I can manually edit the iJournal number, so numbers can be added for CommitmentLines that are not able to be automatically committed to iJournal

Added
  • NHO-27: As an approver, I would like to push a single line item into Oracle Financials (iJournal)
  • NHO-407: Omit Project "1000000" PTAs throughout New Handson
  • NHO-409: Provide a location for external documentation to New Handson
  • NHO-506: As a system, I want to be able to export data tables via OData or REST APIs
  • NHO-507: As a system, I want to authenticate API clients for OData and REST API data exports
  • NHO-527: As a housing liaison, I should have commitment line items for both subcategories "HAS" and "Housing Loan" routed to be for approval
  • NHO-536: As a System Admin, I want the ability to block the use of the 'Send to iJournal' button, so I can stop users from sending to iJournal if iJournal has an issue.
  • NHO-559: Refactor - As an approver, I would like to push a single line item into Oracle Financials (iJournal)
  • NHO-561: As a sys admin, I should be able to see the scheduled to import PTA file into the system.
  • NHO-211: UI enhancement: Distinctive color when asterisks indicate field is required
  • NHO-212: UI enhancement: Action buttons in admin menu are very large
  • NHO-213: UI enhancement: Make operator options more readable

Sprint 10 - May 30, 2024

Fixed
  • NHO-481: I should not see inactive projects, tasks, awards, and PTAs on the PTA search screen
  • NHO-503: Attachment New Edit screen does not show feedback on save when user has not selected Attachment Type
  • NHO-512: Performing a Bulk Edit Recipient/ Copying a Commitment to a new recipient does not apply the new recipient's Default Destination PTA
  • NHO-525: Advanced search is sorting pages correctly but records in a page incorrectly
  • NHO-535: Changing Destination PTA via Bulk Edit Recipient does not re-route the line to be re-approved
  • NHO-541: URGENT: UAT encountering data errors

Changed
  • NHO-427: Funding Commitment singleton search behavior update
  • NHO-437: Default PTA selection for faculty recipients
  • NHO-438: Remove "previous year" hold reason
  • NHO-441: Add Line Item button label should remain consistent
  • NHO-445: Re-align Add Note and Upload Attachment buttons
  • NHO-449: Line item Recipient selection should not show employee id number
  • NHO-450: Line item Recipient dropdown should always use SUNet ID
  • NHO-454: Consistency of naming and behavior of Back buttons
  • NHO-463: Unnecessary quotes on delegate admin page
  • NHO-465: Commitment notification links should go to commitment page
  • NHO-485: Line item respread 0-dollar line should update Transfer Status to Done
  • NHO-486: Visual highlight on advanced search fields that contain data
  • NHO-517: Revise text for attachment save popup
  • NHO-521: PTA search screen - Award search starts-with

Added
  • NHO-33: As a funding commitment user, I would like to view line items in a summary view.
  • NHO-190: As a funding commitment user, I would like to delete and manage my saved searches
  • NHO-360: User Role - Housing Coordinator
  • NHO-361: User Role - Planning
  • NHO-368: User Role - IT Administrator
  • NHO-369: User Role - IT Team
  • NHO-371: User Role - Research Administration
  • NHO-405: Expense Area List Order
  • NHO-406: Add Org Code as an advanced search field
  • NHO-411: Provide a confirmation message when a "save" action is performed on user preferences
  • NHO-417: Change the table header color for data grid 2
  • NHO-418: Change the label from "Upload Attachments" to "Upload Data Source and Attachments"
  • NHO-419: Allow certain data sources without an attachment file
  • NHO-421: Add award-owning Org for Source PTA and Destination PTA to advanced search
  • NHO-422: Contingencies Feedback
  • NHO-423: Change the name of automatic approvals
  • NHO-424: Add a "back to top" button on the advanced search page
  • NHO-425: The icons used for approval statuses are scaling needlessly
  • NHO-529: Import a fresh data snap shot from CData into the Test Environment
  • NHO-530: As a system, we should only allow certain file extensions to be uploaded as attachments
  • NHO-534: Rename existing Attachment and Notes entities to Commitment{Name}


Sprint 9 - May 16, 2024

Fixed
  • NHO-377: Empty record is created without any data If we copy the commitment and try to Discard changes by clicking on "back to Funding Commitment Home" or back button
  • NHO-383: Source PTA is getting copied to destination PTA and not able to update while trying to Create New Commitment with Copy Commitment button
  • NHO-387: Instead of Information message getting Error message if user try to add spread for exceed and remaining Outstanding Value
  • NHO-388: Getting error message popup intermittently while switching between New commitment and Advanced Search button
  • NHO-389: Line item approval notification names approver instead of commitment author
  • NHO-394: Order of Commitment Line items is not preserved when copying a commitment
  • NHO-395: Recipient Details are not getting updated once user does bulk reassign
  • NHO-467: Back and Back to Funding Commitment button is disabled on leaving page idle Intermittently
  • NHO-471: Line Item recipients getting removed after Bulk Reassignment on unselected lines
  • NHO-474: A11y Issues
  • NHO-479: A11y - Favoriting a PTA with keyboard controls loses focus
  • NHO-482: On clicking Next or Previous button in Edit bulk line without updating any data Item getting Save changes confirmation popup for approved status
  • NHO-483: On clicking on Save and Close button in Bulk line Item getting Confirmation popup with Discard changes button
  • NHO-491: Advanced Search does not execute search on the first "enter" key press
  • NHO-505: Attachment New Edit screen throws contact administrator error when I try to save without an attachment

Changed
  • NHO-432: Clarify naming of comments and replies
  • NHO-433: PTA project field search should be starts-with
  • NHO-443: Move Add Note into a popup
  • NHO-444: Spike - Include PTA description in PTA dropdown
  • NHO-447: Funding Commitment home page search instructions could be smaller
  • NHO-456: Update comment notification with new title and action flag
  • NHO-458: Rename CSV export "System Display Order"
  • NHO-459: Remove attachment and note fields from CSV export
  • NHO-460: Add commitment author to search
  • NHO-462: Use of Chair/Director or Admin in auto-generated titles and descriptions
  • NHO-487: PTA search widget does not need Task search

Added
  • NHO-32: As a funding commitment user, I would like to easily see a history of changes to the commitment
  • NHO-84: As a system, I would like to integrate with Peoplesoft person data
  • NHO-196: As a funding commitment user, I would like to automatically generate a description for my commitment
  • NHO-210: As a funding commitment user, when copying a commitment, I would like to indicate the new recipients/departments for the line items in the commitment-to-be-copied
  • NHO-248: As a funding commitment user, I want to be able to filter on Description & Notes in the advanced search
  • NHO-318: [Accessibility Review] As a MX Developer, I would like to review and test accessibility for the following linked issues.
  • NHO-354: As a system, I should handle a notification if the liaison changes, so the appropriate person knows to approve
  • NHO-357: User Role - DFO
  • NHO-359: User Role - Faculty Affairs
  • NHO-364: User Role - Infrastructure
  • NHO-366: User Role - Communications
  • NHO-367: User Role - HR
  • NHO-370: User Role - FCP
  • NHO-401: Close icon is having the functionality of Discard changes button in Confirmation pop up
  • NHO-408: Add a link to external documentation that users can reference on the advanced search page
  • NHO-412: Make the "line item author" visible on the line item details page
  • NHO-416: Display "Rejection Reason" in a more appropriate location
  • NHO-480: Set commitment numbers in new Handson to begin at 000900000
  • NHO-492: Import default_dest_pta from classic HandSOn
  • NHO-496: Provide accessible alternative for Summary View

Sprint 8 - May 2, 2024

Fixed
  • NHO-252: Advanced Search - Approval Status, iBudget & iJournal filters do not work
  • NHO-375: I can save a search without entering the name of the search
  • NHO-379: Data is not getting cleared in Advanced Search screen on selecting some other screens .
  • NHO-384: While creating commitment after uploading attachment if we try to edit and cancel the edit pop up without making any changes attachment is getting deleted.
  • NHO-393: Not able to see any value in H&S Cluster drop down in Advanced search
  • NHO-396: As a commitment user, I should be able to delete draft commitments if they're no longer valid
  • NHO-400: Commitment export: Save as Export selection Name and selected check box is not cleared after deleting the same and able to create empty Saved Export Selections

Changed
  • NHO-355: Import SpreadRules, FundingUnit, FundingSourceType, Award, AwardType and PersonOrg using OData rather than REST
  • NHO-431: PTA search popup enhanced layout

Added
  • NHO-129: As a User, I need to be able to select from a list of departments from my recipient's assignments
  • NHO-208: As a funding commitment user, I should be able to search, select, and favorite PTAs so I can easily find my commonly used PTAs
  • NHO-294: Rollover Spread Rule should leave a $0 amount in the first fiscal year to be spread/re-spread
  • NHO-307: As a developer, I would like to download and configure the email module to be able to send notification
  • NHO-391: Dev Cleanup - Use database calls with role id instead string match
  • NHO-392: Add a flag the marks a commitment as created in old HandSOn to control certain logic
  • NHO-397: As a funding commitment user, I would like to indicate if my funding commitment is ongoing or not
  • 

Sprint 7 - Apr 18, 2024

Fixed
  • NHO-338: If I add a line item tied to a recipient without a salary, I get a division by zero error
  • NHO-352: The admin import flow for expense area and benefit rate does not behave as expected
  • NHO-381: A11y Fix focus state on Inbox so the count is not getting cut off
  • NHO-382: A11y Fix Focus states for PDS links in footer

Changed
  • NHO-333: Switch Organization import across to OData
  • NHO-334: As a System Admin, I want to onlt see the import or map assoc. buttons that are built on the backend, so it is clear what logic works
  • NHO-336: Import OrgType using OData, rather than REST

Added
  • NHO-257: Import ExitReason and Role Type from CData
  • NHO-19: As an approver, I would like to approve/reject line items within a commitment, including in bulk
  • NHO-22: As an approver, I would like to archive and re-open a commitment
  • NHO-101: As a MX Developer, I would like the navigation to match the Stanford design system
  • NHO-102: As a MX Developer, I would like to have access to the style(s) of inputs defined in the Stanford design system
  • NHO-167: As a funding commitment user, I would like to manually spread summer ninths
  • NHO-218: As an approver, I would like to receive a notification when I have a new line item that needs approval
  • NHO-222: As a department DFO, I would like to receive a notification when I have a line item from a department/program commitment that needs approval
  • NHO-245: [Research] Investigate implementations for the view commitment -> summary view
  • NHO-289: As a department commitment creator, my commitment should first be approved by a department approver prior to the finance liason
  • NHO-301: Funding commitment approval - Department DFO routing
  • NHO-308: As an administrator, I would like to manage which liaisons are responsible for which departments/orgs
  • NHO-311: As a funding commitment user, I would like to receive an email notification when I am responsible for approving a line item
  • NHO-315: As a delegated user, I should be able to approve line items assigned to the original assignee
  • NHO-316: Funding commitment approval - HAS approval routing
  • NHO-325: As a developer, I would like to set up three user roles in the system.
  • NHO-326: As a developer, I need to only allow certain users to access the current handSOn system
  • NHO-327: As a developer, I would like to add error handling to SendEmail Functionality.
  • 

Sprint 6 - Apr 4, 2024

Fixed
  • NHO-321: Commitment export to CSV is listing zeroes in scientific notation
  • NHO-329: OData connection flagging integer error

Added
  • NHO-328: As a data import for Fund Unit, I need to be able to associate multiple equivalent Funding Units
  • NHO-13: As an editor/creator, I would like to automatically assign an approver(s) for line items that are submitted in my funding commitment.
  • NHO-78: As an administrator, I would like to manage the primary departments and programs eligible to receive a funding commitment
  • NHO-94: As a MX Developer, I would like to be able to view the Stanford logo in the application
  • NHO-105: As a MX Developer, I would like to have access to the style(s) of accordions defined in the Stanford design system
  • NHO-138: Import AppointmentOrg from CData
  • NHO-150: Import PersonOrg from CData
  • NHO-203: As an admin, I would like to sync up the summer ninth benefit rate update Expense Area Change
  • NHO-219: As a funding commitment creator, I would like to receive a notification when I have a line item approved
  • NHO-220: As a funding commitment creator, I would like to receive a notification when I have a line item rejected
  • NHO-221: As a funding commitment user, I would like to receive a notification when I am mentioned in a comment
  • NHO-300: Funding commitment approval - Liaison routing
  • NHO-309: As an administrator, I would like to designate who the housing liaison is in New Handson
  • NHO-310: As a funding commitment user, I would like to receive an email notification when I am assigned to a comment
  • NHO-312: As a funding commitment user, I would like to receive an email notification when I have a line item approved
  • NHO-313: As a funding commitment user, I would like to receive an email notification when I have a line item rejected
  • NHO-319: As a system, I need to perform cascading deletes when a Commitment is deleted, so there are no orphaned records
  • NHO-320: As a system, I should update the approvers for In Progress commitments when the Liaison changes
  • NHO-330: As a system, I should not send approval emails and notifications if the LineApproval object for that person has already been approved
  • NHO-331: Import Category and Sub Category (Funding Commitment)
  • NHO-297: Association to ReasonType, SchoolOrg, Institution, Org and Person
  • NHO-303: Import for REASON_TYPE into Mendix table ReasonType


Sprint 5 - Mar 21, 2024

Fixed
  • NHO-305: When deleting a line item, the recipient list for the commitment is not updating

Added
  • NHO-12: As a funding commitment user, I would like to view an existing funding commitment
  • NHO-28: As a funding commitment user, I would like to search for funding commitments based on underlying data of the commitment
  • NHO-90: Allowing Traffic To CData from Mendix Cloud environment
  • NHO-132: [UI / Accessibility] As a user, I would like the New Funding Commitment - Category/Line Item page to match the design and meet accessibility requirements.
  • NHO-152: As an editor/creator, I would only like to be able to insert a line item if certain required information is defined by the creator
  • NHO-173: Update the Searchable Selector A11y fields
  • NHO-175: Import ExpenseArea from CData
  • NHO-176: As a funding commitment user I would like to export the results of my search
  • NHO-177: As an editor/creator, I would like to review of my funding commitment prior to submitting for the first time (Part 5)
  • NHO-179: [UI Design] Funding Commitment - View a Commitment Screen Flow
  • NHO-189: As a user, I would like to be able to log out of the application
  • NHO-195: As a funding commitment user, I would like to have an automatically generated title for my funding commitment
  • NHO-198: SAML SSO
  • NHO-226: As a funding commitment user, I should be able to view comments of an existing commitment
  • NHO-227: As a funding commitment user, I would like to view all notifications in an inbox
  • NHO-235: As a HandSOn user, I would like to see the number of unread notifications in my top navigation bar
  • NHO-259: As a system, I should validate a commitment as a whole so bad data cannot be entered
  • NHO-268: As a creator, I should be able to select 'Administration' or 'Chair, Director' as part of any organization
  • NHO-272: [UI Design] Transfer Line Items Summary View - View a Commitment Screen Flow
  • NHO-274: SSO - Map the Account's Person when the user signs logs in
  • NHO-292: Add the feedback widget to the test/acceptance environments
  • NHO-314: As a funding commitment user, I should be able to manage my delegates
  • NHO-323: As a developer, I would like to download and configure the email module to be able to send notification
  • 

Sprint 4 - Mar 7, 2024

Fixed
  • NHO-204: As a creator, I should be able to edit a note
  • NHO-205: Advanced Search equals operator on Creation Date does not work
  • NHO-260: When saving a commitment the ID# number is incorrect
  • NHO-261: When searching for a commitment by ID# number it will only match ID's of length 8, expected 9
  • NHO-298: IMIRDX_PERSON_T association key for 3 people not found, but key is in the AUTH_ID column (should be PERSON_UNVL_ID)

Added
  • NHO-291: Import Institution from CData
  • NHO-306: Excel export/import for entity mapping messages for Import data
  • NHO-11: As an editor/creator, I would like to add line items to a funding commitment - Part 4
  • NHO-85: As a funding commitment user, I would like to keep a saved search based on the fields I searched on
  • NHO-88: As a system administrator, I would like to manage spread rules used in HandSOn
  • NHO-100: As a MX Developer, I would like to utilize the same typography styles defined by the Stanford design system in the application
  • NHO-104: As a MX Developer, I would like to have access to the tab container(s) defined in the Stanford design system
  • NHO-124: Import Tables from CData Part 3
  • NHO-126: As Admin, I would like to select multiple sub categories in the Mapping screen.
  • NHO-128: [UI / Accessibility] As a user, I would like the New Funding Commitment - Notes/Attachments page to match the design and meet accessibility requirements.
  • NHO-135: Import Person from CData
  • NHO-136: Import Faculty from CData
  • NHO-137: Import AcademicAppointment from CData
  • NHO-151: As an editor/creator, I would like to specify a contingency on a new line item
  • NHO-156: Import SalaryAdjustment from CData
  • NHO-159: As a funding commitment user, I would like to have a place to make a simple search and see my results
  • NHO-161: Import FiscalYear & AcademicYear from CData
  • NHO-162: As an administrator, I would like to configure the standard re-spread values for funding commitment line items
  • NHO-163: As a funding commitment user, I would like to re-spread line items by shifting their current distribution one year in the future - Rollover
  • NHO-164: As a funding commitment user, I would like to manually respread my funding commitment line items
  • NHO-165: As a funding commitment user, I would like to respread line items according to admin-defined patterns
  • NHO-170: As a funding commitment user I want to be able to favorite some commitments and see those in the Commitment Search home page
  • NHO-171: As a funding commitment user I want to be able to see my recently viewed commitments in Commitment Search home
  • NHO-178: [UI Design] - Funding Commitment - Create New Funding Commitment Screen Flow
  • NHO-185: [UI Design] User Profile Page
  • NHO-186: As a funding commitment creator, I would like to populate a data source description automatically.
  • NHO-188: As an editor/creator of a funding commitment, I would like to be able to copy a line item as a starting point for a new line item
  • NHO-202: As admin, I would like the expense area to pre-populate the relate benefits area for each year added.
  • NHO-206: As a commitment user, I should see the list of recipients for a commitment as a whole
  • NHO-209: As a commitment user, I should be able to spread new lines or re-spread existing lines by a dollar amount so I don't have to calculate percentages
  • NHO-216: [UI Design] Line Item History - View Commitment
  • NHO-217: [UI Design] Respread Calculator
  • NHO-224: [UI] As a creator, I want to see the row I'm editing highlighted in the background of the edit popup
  • NHO-225: As a funding commitment user, I should be able to view notes and attachments of an existing commitment
  • NHO-247: [UI Design] Transfer Line Items - Approver - View a Commitment Screen
  • NHO-250: As a funding commitment user, I want to be able to filter on Note and Attachment View Access
  • NHO-253: Attachments & Data Source Pt 2
  • NHO-255: [Dev Cleanup] Clean up funding commitment module to be more modular
  • NHO-256: As a funding commitment user, I would like to select certain line items to respread based on underlying data
  • NHO-271: Sprint 3 Demo feedback
  • NHO-273: Advanced Search - Changed the 'Total Commitment' label to be more accurate
  • NHO-276: Create a re-usable Nanoflow that scrolls to the earliest error message, so validation in long pages is always seen
  • NHO-277: [UI Design] Inbox/Notifications

Completed
  • NHO-296: Import DecisionType from CData, needed for AcademicAppointment association
  • NHO-266: For funding commitments in HandSOn Classic, document the submit/send approval process and the fulfillment status changes


Sprint 3 - Feb 22, 2024

Fixed
  • NHO-200: Copy Commitment - Source PTA field is missing

Added
  • NHO-114: [UI Design] Funding Commitment - Search and Advanced Search
  • NHO-187: Update the Advanced Sorting A11y fields
  • NHO-215: [UI Design] Line Items Comments - View Commitment

Completed
  • NHO-7: With the increase in HandSOn Classic access to the HandSOn test system, create a SQL script that populates the permission roles after database refresh from production
  • NHO-118: Document the upload of the Peoplesoft person file and the Peoplesoft reconciliation procedure in HandSOn Classic
  • NHO-119: Document the upload of the PTA file in HandSOn Classic
  • NHO-127: For funding commitments in HandSOn Classic, capture the list of funding commitment validation rules

Sprint 2 - Feb 8, 2024

Added
  • NHO-8: As an editor/creator, I would like to create a new funding commitment (from scratch) or edit an existing commitment - PART1
  • NHO-9: As an editor/creator, I would like to provide notes and attach documents to a funding commitment - Part 2
  • NHO-77: As an administrator, I would like to be able to define and manage funding commitment categories & subcategories, and map the subcategories to a parent category
  • NHO-80: As an administrator, I would like to manage the benefits rates for different expense areas and years
  • NHO-86: As a system administrator, I would like to manage fiscal and academic years used in HandSOn
  • NHO-95: As a MX Developer, I would like the default desktop layout to match the Stanford design system
  • NHO-99: As a MX Developer, I would like to have access to the style(s) of buttons in the Stanford design system
  • NHO-108: AD SSO Configuration
  • NHO-111: Create Environment for Funding Commitment
  • NHO-113: [UI Design] Funding Commitment - Landing Page and Global Navigation
  • NHO-121: As a funding commitment user, I would like to copy an existing funding commitment
  • NHO-154: As an administrator, when I change the benefits rate for a given expense area and year, I would like for the system to update this rate on relevant funding commitments
  • NHO-160: As a system, I should have a junction table to keep track a commitment's recipients
  • NHO-172: Replace ComboBox widgets with Searchable Selector

Changed
  • NHO-180: Reduce header font-sizes

Sprint 1 - Jan 25, 2024

Added
  • NHO-83: Odata Synchronization
  • NHO-91: As a Front-End Developer, I would like a dedicated module to house and organize the Stanford theme and styling
  • NHO-93: As a MX Developer, I would like to have access to the Stanford brand colors
  • NHO-97: As a MX Developer, I would like to have access to the Stanford font-family
  • NHO-98: As a user, I would like to see the Stanford logo as the application's favicon
  • NHO-110: Source of the funding unit field in the imihs_org_t table
  • NHO-112: Create Environment for Identity Broker
  • NHO-122: Import Tables from CData Part 1
  • NHO-123: Import Tables from CData Part 2

Completed
  • NHO-1: Create the New HandSOn Jira project
  • NHO-2: HSJira access for Mendix team
  • NHO-3: Non-production application access for Mendix team
  • NHO-4: Non-production database access for Mendix team
  • NHO-5: BitBucket access for Mendix team
  • NHO-109: Create user accounts in CData Connect application on handsonutil-tst5 for Mendix Users