⚠️  Important – When upgrading, it is possible to go directly to the latest version using the installation links below - there's no need to install each intermediate release. However, we highly recommend reviewing the release notes for any skipped versions to stay informed about new features, resolved issues, and any configuration requirements that may affect compatibility. This will help ensure a smooth and successful update.

Compatibility

Lumary Compatibility: This version of the AU Healthcare package is compatible with the following Lumary packages. These Lumary packages must be installed prior to updating the AU Healthcare package. Contact Lumary for the following package upgrades.

  • Lumary: 20.3.9 or greater
  • Enrite Services: 1.307 or greater

Skedulo Compatibility: This version of the AU Healthcare package is compatible with the following Skedulo packages. This version of the Skedulo package must be installed prior to updating the AU Healthcare package.

  • Skedulo: 102.56 or greater
Disclaimer

All enhancements done on the Allocation screen for Jobs are for the default modal. If the modal has been enhanced to support Award Interpreters then these new features or enhancements will not be available by default and will require customisation.


? What's New?

Supporting billable and non-billable JSIs in Single Booking Jobs

Current State:
On a Single Booking job, all Job Service Items (JSIs) can only be indicated as either billable or non-billable via a mutual field on the job level.

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Future State:
On a Single Booking job, individual JSI can be indicated as billable or non-billable thanks to a new field added on every line item. Hence, different segments of a job can now be scheduled as billable or non-billable independently.

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  • "Billable/Non-billable" field on the job level will remain, and it will drive the value of the same-name field on the JSI level when it is first added.
  • Upon creation of the Service Delivered Record, the values of the "Billable/Non-billable" fields on the JSI level will be used. This process will remain as is and unimpacted.
  • To set up: Go to Setup > Custom Settings > Skedulo Configs > Edit Allow_Billable_Select_Job to "True" (this is an existing setting which also drives the same functionality on Group Event jobs).
  • Other existing setting that might be relevant: Custom Settings > Skedulo Configs > Require_Job_Billing_Info: set to "False" will allow creating non-billable JSIs without specifying services or service agreement items.
Ability to reset saved filters

An enhancement has been done on the saved filter features of Roster Management and Scheduling Console, which allow the schedulers to reset saved filters back to the default state.

  • When first accessing the two consoles without any filters being saved, schedulers should see the icon as below. Click on the button to save filters:
  • On Roster Management
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  • On Scheduling Console
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  • When schedulers see the icons as shown below, the two consoles already have saved filters, which are automatically populated when accessing the console. Click on the button to reset it back to the default blank state:
  • On Roster Management
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  • Repeat the process to save new filters
Late Cancellation Handler enhancement - Supporting jobs cancelled post start time

The Late Cancellation Handler is a process within the product that supports SCHAD Award requirements related to worker reimbursement, whereby an activity is automatically created for the allocated resource upon job cancellation that satisfies the conditions of "late".

  • Current State: The solution works when jobs are cancelled prior to the job’s start time.
  • Future State: The solution has been enhanced to support the scenario where jobs are cancelled after the job’s start time.
  • A new setting has been added to specify the maximum time frame (days) after the job’s start time that this process remains being triggered:
  • Go to Setup > Custom Settings > Skedulo Configs > Cancellation_Period_Post_Start_Time
  • Default value is 7 (days), meaning if the job is cancelled after the start time but still within 7 days, then the late cancellation handler should be triggered. (If the setting is left blank, it is automatically defaulted to 7 days)
Balance Check enhancement - Grouping Job Service Items with the same Client and Service Agreement Item

It is the NDIS’s requirement that Face-to-Face and Non-Face-to-Face of the same service must be presented as two separate claims on clients’ invoices. Hence, there is a need to create multiple Job Service Items for the same client and the same service agreement item, while maintaining the accuracy in balance check prompt.

  • The balance check has been enhanced so that Job Service Items with the same Client and Service Agreement Item are grouped to total the quantity and hours before performing balance check.
  • The interface to inform remaining balance, the overclaim, how many jobs have sufficient funds to create and the resolution will remain as is and unimpacted.
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? Issues Fixed

  • The issue has been fixed whereby the resource missing tag section did not display any data. 
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? Manual Installation Links

 ⚠️   Salesforce administrators only

Important – Additional Install Component: If you are upgrading from version 1.139 or less this version of the AU Healthcare Package requires the installation of an additional component. Installation is required to enable certain core functionality
Refer to the AUHC Additional Install Component page for further details and steps to perform the installation.

Need Help? See View and upgrade Skedulo Managed Packages on Skedulo Docs.