CEDARWOOD Version History

July 2011

Build 20110720 (Bug Fixes)

• Calendar - Fixed a bug that resulted in "Notes" appearing as calendar entries on the Monthly printed calendar.  [LoginSessions::All_]
• Calendar - Fixed a bug that resulted in canceled workshops appearing on the Weekly Setup (Grid) report. [S51]
• Workshops and Calendar - Fixed a bug that resulted in nothing being printed when a user requested to print a sign-in sheet from a session of a workshop for which there were no active participants but were withdrawn participants.  [Sessions::CountOfRegistrations]
• Registrations - When recording registration payments, a payment type of "Other" is now allowed to be a positive or negative amount (it was previously restricted to positive).  [R41]
• Registrations - Added a report to list overdue registration payments, with options to specify only those 30 or more, 60 or more, or 90 or more days overdue.  [R70]

 

Build 20110718 (Bug Fixes)

• Calendar - Fixed a bug that resulted in "Notes" appearing as calendar entries on the Daily Setup report. [S12]
• Calendar - Fixed a bug that resulted in "Notes" appearing as calendar entries on the Weekly Setup (Linear) report.  [LoginSessions::All_]

 

Build 20110713 (Bug Fixes, Features Added)

• Receivables - Added ability to print a checklist of receivables pending receipt of payment on both the My Pending Receipt and All Pending Receipt screens.  [FR42]
• Bug Fix - Corrected calculation for determining the maximum invoice number in the system.
• People - Added (re-added?) ability to print transcripts and payment history [R28]
• Calendar - Fixed bug on Daily View - Wednesday tab that had caused sticky notes to appear alongside the day's calendar entries.
• People and Registrations - Added label options that include only the people's/participants' names (with both "First Last" and "Last, First" options in both Dymo and Avery formats.  [P12, R37]
• People - Added a Lookup button and functionality to fill Alternate Work fields with an existing organization record's information.  [P48]
• Registrations - Some clients were having trouble getting their clients to accept individual registration invoices without a formal Invoice Number.  To get around this without requiring formal invoices to be generated for individual registrations, the registration number (which begins with "R") appears as an "Invoice Number".  The "R" is your cue that it is not truly an invoice and is tied to a Registration record.
• Finances - Corrected a bug where some people who had bookkeeper privileges were unable to perform overrides of auto-entered information.  [FC38, FP38, FR38]

 

April 2011

Build 20110428 (Feature Added)

• Added an option under the Workshop Types supporting module to record a color to display these types of workshops on the Online Registration System.  Colors can be selected using the online preferences module, but modifications here will affect the ORS.

 

Build 20110403 (Feature Added)

• Added a sixth maintenance script to the calendar cleaning to also check registrations for changed workshop dates.  Dates stored in the registrations affect the order in which registrations sorted by workshop date appear.  This ensures that those records appear in the correct order.  [S36]
• Finances - From the Dashboard, added the ability to pull up all the related contract records, payable records, or receivables records being displayed, as well as to go to individual records.

 

March 2011

Build 20110331 (Feature Added)

• Receivables - For Registration Invoices, added the ability to print an invoice as sub-invoices separated by purchase order number.  In other words, if you have workshop attendees who work for an organization that does not accept invoices that reference multiple PO's, you can generate separate invoices for them.  The invoice number for the sub-invoices is the main invoice number followed by the referenced PO number.
• Calendar - On the "Who's Here?" screen, added the ability to sort by participant name, site, parent organization, or workshop.
• System Preferences - On the Serial Numbers screen, when the "next" serial number is not exactly one above the current maximum serial number, it appears in red to draw attention to the potential problem.

 

Build 20110330 (Feature Added)

• Core Modules - When performing searches, added several keyboard commands and corresponding options in the Search menu:
  [Command(M)/Control(W)] + [=]:  Add to the results records matching a set of search criteria.
  [Command(M)/Control(W)] + [-]:  Remove from the results records matching a set of search criteria.
  [Command(M)/Control(W)] + [Backspace]:  Delete a set of search criteria.
  [Command(M)/Control(W)] + [D]:  Duplicate a set of search criteria.
  [Command(M)/Control(W)] + [Left Arrow]: Go to the previous set of search criteria.
  [Command(M)/Control(W)] + [Right Arrow]: Go to the next set of search criteria. 

 

Build 20110329 (Feature Added)

• Registrations - When performing a manual registration using the desktop client, added a second screen prompting the user to address workshop-specific questions for attendees, the special needs question, and the marketing question.
• System Preferences and Registrations - Added settings to determine if those performing registrations on the desktop client will see the second "Questions" screen during the registration process, as well as allowing the customization of the special needs and marketing questions that the person will see.
• Supporting Modules - Added a supporting module for pre-defined Presenter Topics.
• People - Added ability to select up to 10 pre-defined Presenter Topics for a given presenter, in addition to being able to hand-type other topics and/or presentation titles.

 

Build 20110325 (Feature Added)

• Registrations - Added an Illinois-Specific report for Registrations by Workshop by County that indicates whether or not a given workshop was an Administrators' Academy course.  [R58]
• Registrations - Added fields to designate the marketing tool through which the participant discovered the workshop (website, flyer, catalog, etc.)
• Supporting Modules - Added a supporting module for Marketing Tools to populate the checkbox list mentioned above.

 

Build 20110324 (Feature Added)

• Workshops - Added ability to print a "mini-catalog" that does not contain workshop descriptions. [W62]
• Workshops and System Preferences - I changed the layout on the full catalog and the new mini-catalog to allow the client to set a header (one 7.5 inch by 1.25 inch image) and footer text in System Preferences.
• Workshops - Added two tabs to the Related Finances screen.  One is a listing of all related registration payments.  The other is a listing of only cash, money order, and check payments that allows the user to add "Deposit Date" information to each payment record.  The latter is designed primarily for clients who do not deposit checks immediately upon receipt but instead hold them until the workshop week, since their "date received" and "date deposited" are unrelated.  I would expect clients that deposit checks immediately to have no use for the Deposit Date field.

 

Build 20110322 (Feature Added and Removed)

• People and Registrations - Added a new size for nametags - Avery 5X63 (2" x 4").  [P12, R37]
• Workshops - On the Full/Edit Screen, added viewable list of participant responses to questions asked during registration.
• Registrations - Added a line item for Withdrawal Adjustments on the Registrations Summary and Full/Edit screens.  Previously, this amount only appeared on the withdrawal screen, which left the Summary and Full/Edit screens including in the calculation information not visible to the user.
• Calendars - Removed RSVP tracking abilities from the calendar.  To my knowledge, no client has used this functionality, so it is being phased out to reduce clutter and to possibly improve speed.  I have not removed any of the code (for now) in case I discover that someone is using it.  But, users can no longer access the functionality.

 

February 2011

Build 20110217(Bug Fix, Feature Added)

• All - Revised all buttons and scripts involving e-mails to compensate for a change in the way that Outlook handles e-mail addresses in Office 2011.  [O21, O39, P13, P24, P38, P43, R18, R25, R43, R44, S42,W21, W27, W28, W52, W53]

 

Build 20110216 (Bug Fix, Feature Added)

• People - Corrected a problem where merging two records would eliminate some hats if those hats were on both records.  [P29]
• All - Improved scripts necessary to allow the system to handle the situation where clients using Standard workshop numbers have more than 9 workshops of the same type on the same date.  [R18, R21, R39, R40, R54, R64, S11, S14, S15, S17, S42, S49, W17, W18, W20, W24, W27, W28, W32, W47, W48, W52, W53, W59]

 

January 2011

Build 20110119 (Feature Added)

• People - Added a batch process for making bulk changes to the domain names of e-mail addresses when a district changes its domain name.  [P47]

 

Build 20110114 (Feature Added, Bug Fix)

• Registrations - Fixed a problem where manually processed registrations were not giving warnings for participants who were ineligible to register due to out-of-region or non-member statuses.
• Registrations - When adding a new registration, the user will now receive a warning if the participant has already registered for that same workshop.  (Note - you can still choose to double-register someone, if you so choose.)
• Workshops - Re-Added option to print custom letters from this module (I have no idea when I accidentally deleted that button!) [W56]
• Workshops - Added ability to print confirmation/reminder letters for an individual workshop.  [W48]
• Workshops - For Illinois users - added ability to print a blank Certificate of Completion (ISBE Form 77-21B) [W_IL]
• Workshops - Added ability to print a class list showing participant responses to questions asked and that displays participants' special needs.

 

December 2010

Build 20101222 (Features Added, Behavior Fixes, Bug Fixes)

• Calendars - When returning to Daily View from editing a workshop, you will now be returned to the correct tab on the Daily View screen.  [S35, S47]
• Receivables and Registrations - When attempting to record a payment to a registration that has already been invoiced or to a registration invoice itself, CW will now verify that you have both the right to record payments to registrations and the right to record payments to invoices.  Users without both sets of rights will not be able to record payments for those records.  [FR16, R41]
• Calendars - When printing sign-in sheets for the day, corrected a bug where the you would be asked if you want to create a blank sign-in sheet for canceled workshops and for sticky notes.  [S11]
• Registrations - Added ability to generate an e-mail (or multiple e-mails) containing a PDF attachment of the participant's Certificate of Completion.  The text in the subject line and body of the e-mail can be set in System Preferences. [R43]
• Registrations and Workshops - For all e-mails that are client-editable in System Preferences, we have added the ability to customize the subject line of the e-mails. [R25, R43, W53]
• Registrations - The Withdrawal Confirmation e-mail now CC's the participant's secondary e-mail address.  [R25]
• Registrations and Workshops - In the past, when a workshop was canceled, the costs associated with the workshop were zeroed out.  This was a poor choice of behavior, as historical information about the costs of canceled workshops was lost.  To change this behavior:
  • When a workshop is canceled, registration costs and materials costs are not zeroed out.
  • When a workshop is canceled, all registrations that were canceled as a part of the cancellation process will have their total cost forced to $0.  This does not affect participants who withdrew prior to the workshop being canceled, who you may choose to charge at your discretion.
  • When entering a registration for a workshop that has already been canceled, the registration status will default to "Workshop Canceled", which will result in the participant having $0 due. [R18]
  • If we have missed any other effects of making this change, please contact John immediately.
• Registrations and Workshops - In addition to the change in behavior listed above, canceling a workshop will no longer result in the choice of web appearance being wiped out.  The ORS now checks to see that a workshop is "Active" (and has for a while), so this loss of information is no longer necessary. [W27]
• Workshops - Added the ability to "restore" a canceled workshop.  This should be used in the rare situation where you accidentally cancel a workshop that should not have been canceled, or when someone changes their mind about canceling a workshop.  It should NOT be used to schedule a new section of a canceled workshop (in that case, use the "Repeat This Workshop" function, as you would do when scheduling a new section of an active workshop.)  Restoring a canceled workshop also restores any registrations that were canceled as a part of the original workshop cancellation process.
• Receivables - Simplified the names of transaction types to "Registration Invoice" and "Standard Invoice" to reduce confusion and changed the field to be presented as radio buttons to make the options more obvious.
• Workshops and Calendar - Sign-in sheets now include the city and state of the session location, if provided and if there is enough space after the location name.
• Calendar - Fixed a bug that resulted in the first two days of single multi-day (overnight) calendar entries to not show up on the calendar.

 

November 2010

Build 20101121 (Feature Added and Bug Fix)

• Calendars - Added a "Who's Here?" screen.  This screen allows staff to view an alphabetical list of all guests who will be in attendance on a selected date, with information about when they will be there and in what room.  The purpose of this is to allow give your administrators and consultants an easy way to determine if someone is in the building with whom they should make an effort to get some face time.  Special thanks to Mary Chignoli for the idea.  The "Who's Here" screen can be accessed from the GoTo menu or on the side bar of any of the calendar module screens.  [S58]
• Workshops - On participant contact information printouts, made several adjustments to the header, including replacing Provider with Location, replacing one date with all dates for multi-date workshops, and removing the meaningless "1 of X" field.
• Workshops - Added option to print a basic class list, sortable by participant name, site, or parent organization.  [R39]
• Registrations - In individual registration e-mail texts, added a merge field for a list of dates and times that does not include the location for each date.
• Registrations and System Preferences - In group registration e-mail texts, added all of the merge fields available individual registration e-mail texts (except those that are person- or registration-specific.)

 

Build 20101114 (Bug Fix and Change)

• Workshops - Fixed wording on sign-in sheets to say "1 Participant" instead of "1 Participants" if there is only one participant.
• Workshops - On sign-in sheets, replaced Provider with Location.
• Workshops - Added an option on report W64 to add registration rates to the report, for those wanting to identify relationships between cost and enrollment. [W64]

 

Build 20101110 (Bug and Behavior Fixes)

• Workshops - For those using serial numbers for workshop numbers, the Registration Due Date field would complain if a date was entered prior to workshop dates being set.  Validity checks for this field have been moved from the field itself to the Error Check tab to avoid this issue.
• Workshops - Corrected the behavior of actions originating from the Schedule tab on the Workshop Edit screen to return to that tab (rather than the first tab) when completed. [W26, W51, S47]

 

October 2010

Build 20101009 (Feature Added)

• Workshops - Added Report W72 - Workshop Financial Recap Report, which summarizes all of the finances associated with a given workshop.  Special thanks to Kim Barr for assisting with the design of the report. [W72]
• Workshops - Updated the "Duplicate This Workshop" script to include the new features added in Build 20101008.  [W18]

 

Build 20101008 (Bug Fix and Feature Added)

• Workshops - Added an option in System Preferences to use double-digits at the end of the Standard workshop number to allow for larger organizations to have up to 99 workshops of the same type on the same date. [W17]
• Workshops - Rewrote the workshop number generation script [W17b] to:
  • Correct a bug that would cause the user to be in an endless loop if a workshop of that type on that date had previously been deleted.
  • If using the Standard (one-digit) numbering system, the system will now overflow into letters after the 9th workshop of a specific type and date is reached (allowing for up to 33 workshops of the same type and date to be added).
  • If using the Standard (two-digit) numbering system, the system will begin with "-01" as the appendage to workshop numbers and go all the way to "-99".

 

September 2010

Build 20100928 (Bug Fix and Feature Added)

• Financial Area - When navigating to Receivables from another module, if an "edit" screen was the last screen open, CW will now bring you to the appropriate edit screen based on whether or not the invoice is a registration invoice (previously, the default was to bring you to the edit screen for registration invoices at all times).
• Financial Area - Contracts, Payables, and Receivables records can now have up to 12 workshops associated with them (previously, each could only be tied to 1 workshop).

Build 20100927 (Feature Added)

• Workshops and Calendar - Revised all scripts used to print sign-in sheets to allow for clients to select from up to 3 custom sign-in sheets (in addition to the standard sign-in sheets) to meet local, state, or grant requirements.

April 2010

Build 20100428 (Bug Fix)

• Workshops - Corrected a bug where the special needs of withdrawn and dropped participants continued to show on workshop records.

 

Build 20100423 (Bug Fixes and Features Added)

• Revised all scripts involving e-mail as follows:
  • FileMaker Pro 11 now throws up a red flag if an outgoing e-mail in Microsoft Outlook is cancelled by the user during a script.  The flags have now been suppressed to allow the script to complete.  However...
  • When appropriate, the cancellation of an e-mail by a user will prevent the false recording of a sent date.  Note that this feature will not be consistent, depending on the operating system and e-mail program being used by the user.
  • When appropriate, e-mails generated include "secondary e-mails" and "CC e-mails" in a recipient's profile.
  • When a single e-mail is being sent to multiple people, the user is presented with a choice to list e-mail addresses in the To, CC, or BCC field.
• Calendar - Fixed bug where room signs were generated for cancelled workshops.

Build 20100422 (Bug Fixes)

• Calendar - Fixed bug where an extra "Notes" room sign would print with a given day's room signs.
• Home Screen - Fixed bug where notes appeared on the list of today's events.

 

December 2009

 

Build 20091227 (Features Added)

• Added a system preference for the default budget code to be used for registration refunds.
• Registrations Module - Added "Pull Up Related People" and "Pull Up Related Workshops" buttons.

Build 20091226 (Bug Fixes and Features Added)

• Workshops Module - Fixed "Pull Up Related Records" scripts to behave correctly when there are no related records to pull up.
• People Module - Added "Pull Up Related Registrations for Showing Set" and "Pull Up Related Organizations for Showing Set".
• People Module - On the Search Screen, added drop-down options for Organization ID, Organization Name, Parent Organization ID, and Parent Organization Name.

Build 20091215 (Features Added)

• Contracts Module - Added the “Easy Export” feature to export contract records.
• Payables Module - Added the “Easy Export” feature to export payable records.
• Contracts Module - Added List View.
• Workshops & Registrations Modules - You can now set a workshop rate for Board Members.  This rate will only appear in the ORS if a participant’s record indicates that they are a member of your board.
• Workshops & Registration Modules - Different “Materials Fees” may now be set for each workshop rate.  Previously, you could only have one set materials fee that was attached to each of the different rates. 

Build 20091211 (Features Added)

• Organizations - Added easy export page, as previously done in People, Registrations, and Workshops.

Build 20091209 (Features Added)

• All minor and supporting modules now carry the new interface, which completes the main interface change.  We will now begin the process of adding the new views (specifically List View) to the core modules.
• Added a Supporting Module Home page so that users can easily see which supporting modules they have access to modifying.
• Simplified the GoTo menu to include “Supporting Modules (Lists)”, which sends you to the Supporting Modules Home page, rather than listing all of the various supporting modules in folders.
• People, Registrations, Workshops, and Organizations now have List Views and respect user preferences to return search results in either List or Summary view.

 

November 2009

Build 20091106 (Improvement)

• Calendar - Completely revised the way that the Weekly Setup as Grid report generates.  The new way eliminates the strain this report was adding to the calendar, reducing the drag time on the calendar by 25%.  Users may now ask for 2 to 5 meeting spaces to be listed, and the appropriate number of columns will print.

Build 20091105 (Bug Fix)

• Registrations - Fixed a bug where if the "Print Confirmation Letters by Date" script was run, but the print dialog was canceled by the presenter, registration records would still record the date the letter was sent.

Build 20091104 (Improvements)

• Organizations - Added screen to see all financial transactions (contracts, payables, and receivables) associated with an organization in a list.
• Calendar - The calendar cleanup now runs about 33% faster and gives a visual indication of its progress with percentages.
• Supporting Modules - Added a field for "county" in Meeting Spaces.
• Workshops - Added ability to search for a workshop by the county in which the first session is meeting.

Build 20091102 (Improvements)

• Calendar Only - Removed support for screens at 800 x 600 pixels.
• Calendar - Sticky notes are now presented in-line with calendar entries on the weekly and monthly views of the calendar (rather than being visible only within daily view).  You can now add sticky notes the same way that you add calendar entries.
• Calendar - Sticky Notes now come in a third variety.  In addition to private and public notes, you may now add group notes and specify the users who will see a specific note.
• Calendar - Searches now allow field-by-field specificity, as in other modules.

 

August 2009

Build 20090812

• People, Registrations, Workshops, and Organizations are the first modules to receive a visual overhaul.  This overhaul paves the way for new features, including a new “List View”, Tasks List, and Print List that will be available in all modules.  It is also brighter and more fun to look at.  Other modules will receive the overhaul soon.
• In the Edit menu, there is now a submenu for “My Preferences”, which enable each user to set the default zoom level for CW, as well as to determine if search results will be displayed in Summary View or in List View.

 

June 2009

Build 20090618

• If a participant is withdrawn, dropped, moved from an active status to a wait list, or if the registration record is deleted, a check is automatically performed to determine if the user should be warned that there is someone on the wait list to take the newly opened seat.

 

March 2009

Build 20090302

• Updated “Merge Duplicate Organizations” to include member information and the new notes.

 

February 2009

Build 20090227

• Workshops - Added button to e-mail the participants of a workshop a reminder that the workshop is coming up (for those registrants who register early and may forget.)  Think of it as a “One Week Warning” e-mail.
• Home Screen - Added a new “reminder” that prompts specified users if there are workshops that need to have the “One Week Warning” e-mail sent.  Clicking on the matching alarm icon will perform a script that generates the e-mails.
• People - Added a new area for “Batch Processes”.  The first batch process to be programmed is the ability to add a hat to all showing records.

Build 20090225

• Calendar and Workshops - When printing room signs, users can now select from 16 different styles.
• Calendar - Workshops that have not yet been approved are designated with the words “pending approval” on the calendar screen.
• Workshops - The default values for “Include in Catalog” and “Mail Confirmation Letter” can be changed in the System Preferences area.
• Workshops and Calendar - When entering catering requests, users may specify a time at which they would like the food to be served.  Time fields exist for each of the 4 food periods (breakfast, lunch, snack, dinner).  The time only shows if there is a request associated with that food period.
• Workshops - When a workshop is approved, an e-mail is generated to inform the user who created the workshop record and others specified in the system preferences about the approval.

Build 20090223

• Custom Letters - Creating and editing custom letters is now restricted to those users who are given permission to do so (they were formerly open to anyone.)
• Organizations and People modules - Rather than having one large “Notes” field, an organization or a person record may have several notes attached to it.  Notes are dated and stamped with the user ID of the person who created them.  When viewing/editing an organization or person, all notes can be viewed, or the user may select to view only those notes posted by him or her.
• People - Added a screen where the found set can be viewed as a list.  Records can be omitted from the found set via the list.  This list will only function if the found set is less than 10,000 records.
• People - Added several printed list options for printing the currently showing records.
• People - From both the Summary screen and the Edit screen, you can now see a listing of any occurrences of the person being listed as a Key Contact within an Organization.
• Calendar - When adding or editing a calendar entry, the “internal contact” field now displays a drop-down list of current employees.

Build 20090212

• Bug Fix - People Module - When merging two people records, credentials earned were being lost.  They are now included in the process.

Build 20090209

• Registrations Module - Added ability to copy to the clipboard the e-mail address(es) of the currently showing participant or all showing participants.
• People Module - Replaced two sidebar options for sending e-mails with one option to Send e-Mail.  As in the Registrations Module, this brings the user to a separate screen with more e-mail options, including the new option to copy the e-mail addresses to the clipboard.

Build 20090207

• People, Registrations, Organizations, Contracts, Payables, Receivables, and Vendors Modules - Reconfigured the Print Labels screen to be more user-friendly.  Rather than selecting from dozens of detailed options, you can now select a format (such as address label or nametag), then select a size, then select from a smaller set of options.
• People, Registrations, and Organizations Modules - Added #10 Envelope options to the Print Labels screen.
• Added Supporting Module for “Hats” - a way to mark all the different hats that your people wear in addition to their position titles.
• Vendors Module - Added a screen for View Related Contracts, matching what was already in place for viewing related payables and receivables.
• Vendors Module - Added a button for Pull Up Related Contracts, matching what was already in place for pulling up related payables and receivables.
• Contracts, Payables, Receivables, and Vendors modules - Added options to print #10 Envelopes for the vendor.
• Bug Fix - Corrected issue where some portals allowed users to bypass checks when deleting related records through a keyboard command.

Build 20090204

• Receivables Module - Corrected a bug where invoices displayed the logo from the professional development provider, rather than the logo from the appropriate financial division.
• Workshops Module - Updated workshop approval tab (on the Edit screen) to include potential errors on the Web tab and the Credit tab.
• Workshops Module - Changing the workshop type is now faster for clients using serial workshop numbers (since type does not affect their workshop numbers).
• Registrations Module - when clicking on a participant ID Number to change participants, if the new ID number entered does not match any existing person’s ID Number or Social Security Number, the record is left unchanged (previously, the record’s ID Number would be cleared if no matching person was found.)
• People Module - Changed wording in sidebar from “e-Mail All Matched People” to “e-Mail All Showing People” to be in line with the change in wording now used above the sidebar.
• Workshops Module - During workshop cancellation, fixed issue where some e-mail clients (specifically MS Outlook) would stop the cancellation process if one or more participants had blank e-mail addresses or if the user manually stopped the sending of any one e-mail.
• Workshops Module and Registrations Module - On screens and printouts where the participants’ payment statuses were reported in words, those participants who were attending at no cost were formerly reported as “Paid in Full”.  This wording has been changed to “No Cost to Participant” to differentiate it from those who had actually paid an amount.

Build 20090203

• Contracts now have space for up to 4 signatures.  The labels for these signature lines can be custom set by financial division.

 

January 2009

Build 20090118

• Workshops and Registrations Modules - The “Print Certificates/Forms” screens now has individual tabs for each state in which CW has a presence, where state-specific certificates and forms can be found.  This takes the place of going to a screen specific to the state.
• Workshops and Registrations Modules - The “Print Reports” screens now have individual tabs for each state in which CW has a presence, where state-specific reports can be found.

Build 20090114

• Workshops - The summary screen now displays the day of the week of each session (in addition to dates, times, and locations).
• All Modules - Changed the wording in the area that indicates how many records are currently showing.  Rather than indicating, “X match, Y in system,” which only made sense if you had recently performed a search, the wording will be, “X showing, Y in system.”
• All Modules - Added indicator bar to display a graphical representation of the percentage of total records currently showing.

Build 20090110

• People Module - Search Screen - Added several work-related search fields.
• People Module - Search Screen - If no matching records are found, the previous matched set is restored (rather than all records being shown.)

 

December 2008

Build 20081211

• Corrected header on custom rosters.
• Added attendance percentages to Registration History screen for quick identification of frequent no-shows, etc.

Build 20081210

• Added ability to include “exclude” criteria during searches in most modules.
• Added ability to search organizations/sites by Key Contact information.
• On nametags - first names with more than 9 characters will reduce in size to prevent cut-offs.
• Added a System Preference to determine whether or not lack of a PO number is reported as a potential invoicing problem.

Build 20081209

• Bug Fix - Corrected incorrect “tool tip” above the reminder to clean unpaid lists.
• Registration Billing - Added ability to mark a site as not being paid by its parent organization, allowing more flexibility in how you organize your organizations.  At present, this designation is only differentiated when billing for specific workshops.  The scripts for the other two billing options will be adjusted down the road.

 

November 2008

Build 20081118

• Font size on room signs now dynamically decreases as the length of the longest word increases, reducing the likelihood that a room sign will have a word split onto two lines.

Build 20081110

• Added ability to choose your logo as one of the pictures on the top of the new flyers.

Build 20081106

• Added ability to generate a flyer from any workshop record.  At the time of printing, pictures may be selected to include at the top of the flyer, and information about how to register may be added.
• Changed the behavior of “search” in registrations to no longer default to selecting “active” as a search criteria.
• Added the ability to include a full list of dates, times, and locations on e-mailed registration confirmations.
• Bug Fix - The number of participants on the wait list is automatically added to the registration count when determining if online registration is available.  This prevents a problem that was occurring where, once someone withdrew from a full workshop, someone could register online, even if there was a wait list.
• Pre-billing Error Report has been re-designed to be more useful.
• When printing a Payments Made/Due List from a workshop, all registrations are included, regardless of their status (withdrawn, wait listed, etc.).  All sort order options will first sort by status, then by the chosen sort order within that status.
• Added Workshop Number to the line items on registration bills.
• Added Registration Number to the header of each registration record.

 

October 2008

Build 20081010

• Added new lookup format when looking up contacts from within Organizations.

Build 20081009

• Added ability to tag a receivable as being related to a specific workshop.
• Restructured workshop "Profitability Statistics" to be based entirely on pulling amounts from related registrations, payables, and receivables (rather than through manual entry).  There are upsides and downsides to this decision, but it ultimately was a more practical choice.
• Developed a new way to "Lookup" people when entering a registration.  Rather than selecting the initial of the last name and then scrolling down the list of everyone with that initial, the user can type the first several characters of the name into a field, press "Tab", and then people with names beginning with those characters will float to the top of the list.  Currently, this feature is only available during registration entry and registration edits, but I will begin migrating other lookups to this format.
• In Workshops, revised "Related Finances" screen to show not only related payables, but also contracts and receivables.
• Bug Fix - When editing a registration and selecting to change the person by manually entering an ID Number or SSN, if you cancel the process, the registration maintains its original person, rather than removing the person.
• Added new format for person lookup to the RSVP list screen.
• Added new format for person lookup to Contracts Edit screen.
• Added new format for person lookup to Payables Edit screen and Receivables Edit screen.

Build 20081006

• Added ability to print "Unapproved Workshop Checklist".
• Improved "Export Catalog Information" script to give information that can be more directly "dumped" into desktop publishing software.
• Added ability to e-mail invoices from the "View Related Invoices" screen within the Invoicing Sessions module.
• Added ability to sort Payment Due lists by Parent Organization, by Site, or by Participant Name.
• Added option to weekly setup printouts to include your private sticky notes on the printout.

Build 20081005

• Added times and locations for each date of a workshop on the Presenter Contract when the contract is generated from the workshop record.
• Added a user interface to the Contract Types supporting module.
• Added "Clean Financial Records" maintenance routine to delete contracts, payables, and receivables older than a certain age.
• In Calendar, updated "room setup" fields to use the "combine or override" setup used in other areas.

Build 20081003

• Added "Clean Unpaid Lists" as a maintenance routine reminder that appears on the Home page of the appropriate user(s) when it has not been performed in over a week.

 

September 2008

Build 20080930

• Updated Illinois' Administrators' Academy Evaluation Form to comply with the guidelines released in September 2008.
• When printing address labels for Organizations, there is now an option for "Top Administrator Default", which pulls the default title for that type of organization (for example, Principal for schools, Director for coops, etc.)  This default is set by the system administrator when organization types are defined.
• Added label in Organizations with organization address and catalog count.
• Revised "Merge People" script to return the user to the matched set of records that was present before the merge began (rather than to a matched set consisting only of the newly merged record).  If the two records being merged were the only two in the matched set, then the user is still brought to the newly merged record.

Build 20080929

• Updated Illinois Forms 77-21A and 77-21B to be in line with September 2008 changes.
• In Invoicing Sessions, added "Limitations" field to indicate which workshops or organizations were included in invoicing sessions that restricted workshops or organizations.
• Added maintenance routine to delete wait-listed registrations more than "x" days old (with "x" being set in system preferences.)

Build 20080928

• Updated "Merge People" script to check for if the person is an employee, if the person is an active presenter, grades taught, license number, subjects taught, and teaching certificates earned.
• Fixed "Add RSVP" script to return the user to the correct tab after adding an RSVP.
• On Organizations' Summary and Edit screens, the parent organization now displays the District Number (if applicable) next to the county.
• From RSVP List, added ability to print a sign-in sheet, a list (sorted by name or response), or labels and nametags.
• When printing sign-in sheets, if there are no registered participants but there is an RSVP list, the user will be asked if he or she would prefer to print a sign-in based on the RSVP list before being asked about printing a blank sign-in sheet.
• Put all "state-specific forms" screens at the top level with the other screens.
• Completed custom class list scripts.

Build 20080924

• Added "For more information, contact ___" text to registration confirmation letters.
• Corrected the "Location of First Session" field within Workshops to remove extra commas and spaces when pieces of the address are missing.
• System Administrator may now choose the hour at which calendar sessions switch from being color-coded as "daytime" to "evening".  Options range from 1:00 pm to 7:00 pm for the beginning of evening.
• For flexibility, made the Static Code (Workshops) and License Number (People) field labels customizable by the system administrator.

Build 20080921

• Added Home Screen "Reminders" for printing registration confirmations and for running the calendar cleaning script.  Also added ability to run these directly from the Reminders area of the home screen via alarm clock icons that appear when any of these are due.
• In the User Management area - added Browse screen.
• In the User Management area - added "e-Mail this user" and "e-mail these users" scripts.
• Corrected status area on Workshops screens and workshop status descriptor on Registration screen to no longer show multi-day workshops that have begun as "over".
• Removed some obsolete coding.
• Added option to print workshop participant contact information with just home or just work information.
• When performing an invoicing session by workshop, screen now includes a drop-down list of all workshops.
• In the File menu, added menu items for creating a new FileMaker database or opening an existing database.
• Added option when printing confirmation letters to sort by participant names or by workshops.
• Expanded Weekly Setup Report (Grid View) to include Saturday and Sunday, and to include up to 20 events per room per day.
• Added Wait-List Count to "Past Workshop Participation Report".

Builds 20080920

• Minor and not-so-minor tweaks and bug fixes

 

May 2008

Build 20080529

• Expanded Search options in Registrations module.

Build 20080526

• Bug fix - When merging duplicate records in the People module, the Parent Organization is now properly merged.
• User Interface - When merging duplicate records in the People module, dialogue boxes now contain more detail.
• Bug fix - When repeating a workshop that was canceled, the new workshop no longer appears as canceled.

Build 20080515

• When on the "Merge Duplicate Records" screen in the People module, if only two records are showing, a button appears to auto-populate the ID Numbers of those two records to be merged.

Build 20080510

• Corrected bug where the calendar sessions of canceled workshops could cause room conflicts with other calendar sessions.

Build 20080501

• Added ability to send an e-mail to only those participants who attended a workshop.
• Added ability to send an e-mail to only those who were "no shows" for a workshop.

 

April 2008

Build 20080430

• Added ability to e-mail all Dropped/Withdrawn participants directly from a workshop's record.  If the workshop was canceled, you will be prompted to decide if you would like to include or exclude those participants who chose to withdraw prior to the workshop being canceled.

Build 20080429

• Added Print Preview of contracts.

Build 20080428

• Added Print Preview of invoices.
• In the People Module, the Last Name tab of the Browse screen now has alphabet buttons and displays one letter at a time.  This should speed the load and sort time when initially going to the Browse screen.

Build 20080425

• Added Print Preview of purchase requests.
• Added ability to print Illinois-specific forms from individual registration records (in addition to from the workshop record).

Build 20080417

• Added an option for Registration Billing to perform an Invoicing Session that only includes specified workshops (between 1 and 8 of them).
• Added menu option within the Workshops module to invoice that individual workshop.

Build 20080411

• Users can now print lists of suspected duplicate records in the People module, based on a number of different criteria.
• Added the ability to restrict a workshop to participants who are listed as employees of "In-Region" organizations until a particular cut-off date (works on desktop only for the moment - online will follow shortly.)

Build 20080410

• On the Edit Session screen within the calendar, the Series tab now shows all sessions in the series, whether the record being edited is the parent or a dependent.  The ability has been added to "disconnect" any given session from the series.
• General behavior fixes when creating and deleting calendar entries that are a part of a series.
• Bug Fix - Repeating a workshop no longer carries over the creator of the original record as the creator of the new record.  The actual creator of the new record is recorded.

Build 20080409

• Added a separate notation for refunds to credit cards processed online versus those processed in-house.  This allows for better reporting and reconciliation.
• Registration screen now includes Stop, Caution, and Thumbs Up icons to make it more obvious when there is a problem with the registration about to be entered.
• In the People module, Level 1 Duplicate Searches (exact name matches) can now be printed in a report.
• When choosing a presenter for a workshop, added alphabet buttons on the "All People" tab.
• Registration invoices can now be e-mailed.

Build 20080403

• Added the ability to print the wait list in either alphabetical order or the order in which participants were added to the wait list.
• In the Organizations module, the "grades served" field has been broken into 18 "yes or no" fields.  This will allow for more specific searches and filtering to be performed (for example, if you want to find schools that serve 7th grade but not 6th grade).

 

March 2008

Build 20080328

• Added script for safely merging duplicate organization records.  All records associated with the two organization records being merged (contracts, PO's, employees, etc.) are changed to link to the new, combined, record.

Build 20080315

• Added the ability to add someone to a Wait List when the workshop is still open.  Previously, this option was only available when the workshop was full.
• Added 'Eligibility Requirements' field for workshops where the registration is restricted to those who meet certain criteria.  This criteria will show on the registration screen.
• The user who approves workshops no longer needs to submit the workshop to himself or herself.  Clicking the approval button will mark the workshop as both submitted and approved.

Build 20080312

• Revised the "Repeat This Contract" script to ask which information should be carried over to the new contract (similar to the "Repeat This Workshop" script.
• Electronic invoices can now be sent to vendors in the form of an e-mail (for non-registration invoices, only, so far.)

Build 20080305

• Added dozens of searchable fields to the search screen in the Registrations module.
• Moved the "special needs" field from the Registrations module to the People module so that a participant can keep their special need on file indefinitely.
• Bug Fix - The Sessions Module now accurately displays Presenter 1 from the Workshops module whether the presenter was added with an ID Number or manually typed in.

 

February 2008

Build 20080229

• Added screen in the People module linking to contracts, purchase requests, and invoices for which that person was the vendor.
• Added various pre-built searches to help users to locate duplicate records in the People module.

Build 20080224

• Bug Fix - The script for merging two records in the People module now checks the new custom fields.
• Added logic to the Credit Awarded field to account for forms of credit where clock hours determine the number of credits, but Partial Credit is not allowed.  In other words, all or nothing credit where the "all" is determined by the number of clock hours.

Build 20080214

• Home Page has seen several changes.  Starting Points are now always visible.  Sticky Notes have been re-arranged so that today's notes (personal and public) appear together at the forefront and tomorrow's notes (personal and public) are on the back tab.  
• Added an area on the Home Page for "Reminders from CEDARWOOD".  This will be a place where the user is notified if he or she has contract-related payments or invoices that are due or past due to be generated.  System Administrators will be notified in this area if maintenance routines are due.  The person who is responsible for workshop approval will be notified here if there are workshops awaiting approval.
• On the Home Page - a calendar icon now appears on the right-hand side of the screen that pulls up a mini-calendar that can be used to see a particular day's events.

 

January 2008

Build 20080130

• Added the ability for the Bookkeeper to delete an Invoicing Session record that has been "reversed."
• Fixed bug that caused Invoicing Sessions to switch from billing Alternate Organizations to billing Individuals if there were no registrations to be billed to Alternate Registrations.

Build 20080129

• In the People module - added ability to choose from 10 preset logo options (set by the System Administrator) to be printed on nametags.
• In the People module - added ability for any user to add a custom logo to nametags at the time of printing.  (Thanks to K.I.D.S. for the recommendation.)
• In the People module - added support for Avery 5X95 nametag labels (2 1/3 inch by 3 3/8 inch).
• The words "Select one:  " no longer appears on sign-in sheets when only one credit type is available.

Build 20080126

• In the Registrations module - added ability to choose from 10 preset logo options (set by the System Administrator) to be printed on nametags.
• In the Registrations module - added ability for any user to add a custom logo to nametags at the time of printing.  (Thanks to K.I.D.S. for the recommendation.)
• In the Registrations module - added support for Avery 5X95 nametag labels (2 1/3 inch by 3 3/8 inch).

Build 20080124

• Expanded the "Payments Posted for a Given Timeframe" report.  The bookkeeper can now limit the report to only print certain types of payment.  (Suggested by K.I.D.S.)

Build 20080123

• The "Registrations by County by Parent Organization with Day/Evening Split" report now gives the option to force a page break after each county.

Build 20080119

• In the Workshops module, added the ability to indicate whether or not a particular workshop rate is to be advertised in the catalog.  This affects the printable catalog, as well as the catalog export.
• Adjusted the phrasing of dollar amounts when they appear in text to "None" if the amount is zero dollars, to avoid adding ".00" for even dollar amounts, and to accurately round fractions of a cent.
• Work has begun on the new Contracts area of the Financial Transactions module.  Please continue to do contracts "the old way" until this area is ready for prime time.  Your patience is appreciated.

Build 20080116

• On the Home Screen, clicking on the Workshop Indicator now brings you directly to the workshop record (shortening from 3 to 1 the number of clicks needed to get to a workshop record from the Home Screen.)
• On the Home Screen, if you click on the "More Info" button of any calendar entry, and if that entry happens to be a part of a workshop, then a third option will appear in the More Info dialogue allowing you to jump directly to the workshop record (rather than going through the calendar entry to get there.)
• Added Workshop Profitability Statistics report to Workshops module.

Build 20080111

• Added report - Users wanted a very basic enrollment report with only Workshop Number, Title, Dates, and Enrollment.
• Added report options - The Registration Payments Posted for Specified Period Sorted by Parent Organization (District) report that was added in Build 20080107 has been modified so that the user can choose to select specific parent orgs to be included in the report.

Build 20080110

• Added user-by-user privileges for editing Vendor records.
• Added "Canceled Workshops Report"

Build 20080108

• Added printable contact sheet for those on a wait list.
• Tiny buttons now appear in the events area on the Home Screen to denote that an event requires catering (brown), has one or more students with special needs (blue), includes technology requests (green), or is connected to a workshop (orange).  Hover the cursor over any of these buttons for details.

Build 20080107

• Users are now warned if they are about to enter a calendar entry without a meeting space specified.
• Added report - Registration Payments Posted for Specified Period Sorted by Parent Organization (District).

Build 20080106

• The Receivables area is now protected by division rights, matching that already existing in the Payables area.

Build 20080105

• The popup list for the Divisions field (in both the Payables and Receivables areas) will now only show those divisions for which the user has at least View access.  This will prevent users from creating a record which they then cannot see.
• Custom Letters can now be printed from the Payables and the Receivables areas.
• Organizations, People, and Workshops modules now each possess 26 custom fields (14 text, 6 number, and 6 date).  The system administrator sets the labels displayed next to each of the fields.

Build 20080101

• Custom Letters can now be written for the Inventory module (3 more modules to go.)
• A workshop catalog can now be printed directly from the database.

 

December 2007

Build 20071231

• In the Receivables module, the preview pane of all browse-type screens now shows "Plus X more lines..." to indicate the number of line items beyond those shown in the preview.
• Added division filters to all browse-type screens in the Receivables module.
• In the Organizations, People, Certificates, Custom Letters, Inventory Items, Invoicing Sessions, and Vendors modules, the File menu now contains "Print" and "Export" submenus.
• Custom Letters can now be written for the Vendors module (4 more modules to go.)

Build 20071230

• In the Payables module, the preview pane of all browse-type screens now shows "Plus X more lines..." to indicate the number of line items beyond those shown in the preview.

Build 20071229

• SubTypes have been added to the Receivables area, similar to that in the Payables area.  These aid in reporting.

Build 20071228

• In the Workshops, Registrations, Payables, Receivables, and Calendar modules, the File menu now contains "Print" and "Export" submenus.  This places those functions where users expect to find them.  Other modules will soon receive the same submenus.

Build 20071227

• Screens in the Custom Letters, User Management, Vendors, and Inventory Items modules have received the navigation bar / title bar swap.

Build 20071226

• Screens in the Workshops, Organizations, and Invoicing Sessions modules have received the navigation bar / title bar swap.

Build 20071225

• Merry Christmas!
• Simple Sort capability has been added to the final three modules where it was missing (Custom Letters, Inventory Items, and Invoicing Sessions)
• Corrected bug where workshop information was unavailable from the registration records of withdrawn participants.
• Screens in the People, Registrations, and Receivables modules have received the navigation bar / title bar swap.

Build 20071224

• Added filter-by-division capabilities on screens that have browse-type views in the Payables area.
• Updated the "Merge Two People" script to take into account the new custom organization contacts and ORS passwords.
• Began interface improvement - tabs will no longer be used in the sidebar of financial modules.  Instead, there is a button to make the calculator "appear."  This cleans up the interface.  Please forgive the inconsistencies as I work through changing each screen.
• Began interface improvement - navigation controls and the current record titlebar will slowly be interchanged so that the titlebar is next to the data it identifies.  Please forgive the inconsistencies as I work through changing each screen.  In this build, only the Payables module has been updated.
• Emails from the Registrations module (confirmations, etc.) can now be customized by the System Administrator in the System Preferences area, rather than requiring the intervention of our programmers.

Build 20071205

• Added 'Pull Up Related Records' screen to Workshops Module, with 6 options to pull up related people and registrations for the workshop showing or for all workshops in the matched set.
• Added 15 customizable 'Contact' fields to the Organizations Module so that you can define and track the person at each organization that performs a specific function.

Build 20071204

• Added all known Illinois-specific forms to Workshops module.

Build 20071201

• Added a calendar filter to show scheduling conflicts only.  Because recognizing a conflict relies on unstored comparisons among calendar entries, it is only valid through the last time the 'Cleanup Calendar Sessions' command was run.
• Pubic notes are now visible from the Home screen.

 

November 2007

Build 20071124

• Calendar can now intelligently handle meeting spaces that make use of room dividers/partitions (special thanks to Two Rivers PDC for the suggestion).
• Pubic notes are now blue to distinguish them from private notes.

Build 20071122

• Separated "Forms" from "Letters" in the Workshops and Registrations modules to prepare for state-specific forms.

Build 20071116

• Added ability to batch-enter attendance (all 0 or all 1).
• Added ability to perform "vendor lookups" for vendors whose names begin with numeric characters.
• Staff can manually reset a participant's Online Registration System password.
• Added by-county registration report.
• Presenter History includes links to related workshops.

Prior to Build 20071116

• Prior to this build, CEDARWOOD went through 1.5 years of initial development and 7 months of heavy updating during its first deployment.  A true version history was not kept.