--- url: "https://www.skedulo.com/release-notes/healthcare-for-skedulo-and-lumary-v1-230-is-now-available" type: "releaseNote" title: "AU Healthcare v1.230 is now available" version: "v1.230" date: "2023-07-10" --- # AU Healthcare v1.230 is now available This release includes new enhancements and bug fixes. ### **Important** This AU Healthcare Package version requires the following packages to be installed first. - **Lumary: **20.3.9 or greater - **Enrite Services:** 1.307 - **Skedulo: **102.56 or greater _Note: Features related to job allocation will not apply to Job Allocation Screens used with any Award Integration._ ### **What’s New** #### **Time of Day Suggestion** - The system now suggests Services or Service Agreement Items to schedulers based on the job’s time and day. - Matching items are grouped at the top with a green icon. - Non-matching items are grouped at the bottom with a red icon. ![Image](https://www.skedulo.com/images/lift/release-notes/Healthcare-for-Skedulo-and-Lumary-v1.230-image-1-20e0ced2.png) - If a job’s duration spans multiple time-of-day segments (e.g., Weekday Daytime and Evening), a message will suggest selecting the most compliant service or breaking down the line item. ![Image](https://www.skedulo.com/images/lift/release-notes/Healthcare-for-Skedulo-and-Lumary-v1.230-image-2-9cc54567.png) ![Image](https://www.skedulo.com/images/lift/release-notes/Healthcare-for-Skedulo-and-Lumary-v1.230-image-3-51b4ffb7.png) - This is a soft suggestion; schedulers can ignore it and select any option. It does not interfere with existing time-of-day validation checks. - **To enable:** Set `Custom Setting / Skedulo Config / Enable_Suggesting_Warning_TimeOfDay = True`. #### **Resource Auto-Deallocation for Unavailability** - Automatically deallocates a resource and sets a job’s status to “Pending Allocation” if a recurring or replicated job overlaps with the resource’s approved unavailability. - **Scope:** - **Active for:** New jobs created via recurrence or replication on the Scheduling Console, Resource Roster, Roster Management, and Resource Calendar. - **Not active for:** The original source job of a recurrence or for jobs updated via the edit/allocate screen, as these allocations are considered intentional. - **Note:** This feature is enabled by default upon installation. #### **Resource Allocation Message** - A warning message now appears on the job creation window (Scheduling Console, Resource Roster, Roster Management, Resource Calendar) to advise that a pre-selected resource will bypass standard availability checks. ![Image](https://www.skedulo.com/images/lift/release-notes/Healthcare-for-Skedulo-and-Lumary-v1.230-image-4-70eb2b39.png) #### **Indicators and Availability on Allocated Resources** - In the job edit/allocation window, already allocated resources will now display: - Account inclusion indicator (yellow star) - Unavailable reasons ![Image](https://www.skedulo.com/images/lift/release-notes/Healthcare-for-Skedulo-and-Lumary-v1.230-image-5-58aba09e.png) - **Note:** This may not apply to orgs using a custom job allocation with an Award Interpreter package. This will be addressed in a future Award Interpreter update. #### **Job Allocation Respects Location Inclusions/Exclusions** - **Location Exclusion:** - Resources excluded from a job’s location are no longer considered available. - “Location excluded” is now listed as an unavailable reason. - **Location Inclusion:** - A new indicator (yellow pin) highlights resources included for the job’s location. ![Image](https://www.skedulo.com/images/lift/release-notes/Healthcare-for-Skedulo-and-Lumary-v1.230-image-6-84a408cc.png) ![Image](https://www.skedulo.com/images/lift/release-notes/Healthcare-for-Skedulo-and-Lumary-v1.230-image-7-eceba64e.png) - **Note:** This may not apply to orgs using a custom job allocation with an Award Interpreter package. This will be addressed in a future Award Interpreter update. #### **Enhanced Balance Check Notifications** - Category-level balance checks are now performed when validating or replicating a base template from the Scheduling Console. - These alerts are now included in the email notification, alongside existing service agreement and line item alerts. ![Image](https://www.skedulo.com/images/lift/release-notes/Healthcare-for-Skedulo-and-Lumary-v1.230-image-8-aa56691b.png) #### **Add Case Notes from Resource Calendar** - Users can now add case notes directly from the Resource Calendar by right-clicking a job. - For Group Event jobs, the user must first select a client. - The Job ID and Client Name auto-populate on the form. The case note is then associated with the Client and the Job. ![Image](https://www.skedulo.com/images/lift/release-notes/Healthcare-for-Skedulo-and-Lumary-v1.230-image-9-d6200767.png) ![Image](https://www.skedulo.com/images/lift/release-notes/Healthcare-for-Skedulo-and-Lumary-v1.230-image-10-4de835b4.png) ![Image](https://www.skedulo.com/images/lift/release-notes/Healthcare-for-Skedulo-and-Lumary-v1.230-image-11-1e6bf8a9.png) ![Image](https://www.skedulo.com/images/lift/release-notes/Healthcare-for-Skedulo-and-Lumary-v1.230-image-12-dc4fe48f.png) #### **`Job_Hover_Fields` Setting Update** - The `Job_Hover_Fields` custom setting now supports unallocated jobs. When configured, allocation-related fields will display on the hover for unallocated jobs. #### **Region & Client View Scheduling on Scheduling Console** Schedulers can now view work by Region or Client, combining these views with filters like resource name/tag, date range, work type, and more. - **Region View:** - Displays resources with matching primary/secondary regions. - Displays jobs within the selected region, even if the allocated resource doesn’t match regions. - Displays unallocated jobs within the region. ![Image](https://www.skedulo.com/images/lift/release-notes/Healthcare-for-Skedulo-and-Lumary-v1.230-image-13-e0d6b933.png) - **Client View:** - Displays resources with an Account Inclusion for the client (marked with a yellow star). - Displays all jobs for the selected client, regardless of the allocated resource. - Displays unallocated jobs for the client. ![Image](https://www.skedulo.com/images/lift/release-notes/Healthcare-for-Skedulo-and-Lumary-v1.230-image-14-ad346c76.png) - **Common to both Region & Client Views:** - “Ghosts” (jobs/shifts outside the selected region/client) are visible but not editable. - **Available functions:** Create/manage jobs, shifts, activities, availabilities; manage timesheets; view scheduled hours (and total cost for Client View). - **Unavailable functions:** Base template, Replicate Schedule, Publish Schedule, Print Schedule. - Standard custom settings (`Job_Hover_Fields`, `Resource_Hover_Fields`, etc.) apply. #### **Centre Capital Cost Charge** - A new picklist field, “Centre Capital Cost Charge,” is available for jobs via `Custom Setting / Skedulo Additional Fields`. - **Default Settings:** The field is disabled (`Display`=false, `Hidden`=true) and only available for Group Event Bookings. ![Image](https://www.skedulo.com/images/lift/release-notes/Healthcare-for-Skedulo-and-Lumary-v1.230-image-15-c32b44f9.png) - **Notes:** - Lumary will release an update to capture this field in Service Delivered Records. - If you installed HCP v1.223, run the following script to apply the new defaults: `skedhealthcare__sked_Additional_Field__c c = [SELECT Id, skedhealthcare__Categories__c, skedhealthcare__Display__c, skedhealthcare__Hidden__c FROM skedhealthcare__sked_Additional_Field__c WHERE Name = 'Centre Capital Cost Charge'];c.skedhealthcare__Categories__c = 'GroupEventBooking';c.skedhealthcare__Display__c = false;c.skedhealthcare__Hidden__c = true;update c;` ### **Issues Fixed** - Fixed erratic and blinking job hover behavior on the Roster Management and Resource Roster Consoles. - Fixed a search issue preventing tags with over 1000 records from being searchable. The fix is now applied to the Scheduling Console, Group Event, and Job Allocation. - Fixed an issue on the Roster Management Console where the ‘Apply’ button was incorrectly disabled with certain search criteria. - Fixed balance check logic (from v1.223) to correctly support service agreement end dates. - Resolved “too many rows” and “heap size” errors on the Job Allocation modal for orgs with large data volumes. - The logic was refactored to improve performance. - Unavailable resource reasons now load on hover, not initially. - Scheduled hours and estimated travel times for unavailable resources are temporarily disabled to ensure stability. - **To activate the new logic for orgs experiencing issues**, set `Custom Settings / Sked Configs / Load_All_Info_Unavailable_Resources = false`. ### **Important** **Additional Install Component:** If you are upgrading from version 1.139 or less, this version requires the installation of an additional component to enable certain core functionality. Refer to the [AUHC Additional Install Component](https://auhealthcare.docs.skedulo.com/installing-additional-component-for-lumary-services) page for further details and installation steps. ### **Manual Installation Links** **Sandbox:**[https://test.salesforce.com/packaging/installPackage.apexp?p0=04t8W000003reHl](https://test.salesforce.com/packaging/installPackage.apexp?p0=04t8W000003reHl) **Production:**[https://login.salesforce.com/packaging/installPackage.apexp?p0=04t8W000003reHl](https://login.salesforce.com/packaging/installPackage.apexp?p0=04t8W000003reHl) Please note: You must be a Salesforce Administrator to install this package.