AU Healthcare v1.230 is now available

Important

• Lumary: 20.3.9 or greater
• Enrite Services: 1.307
• Skedulo: 102.56 or greater

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.

• 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.

• 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.

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

• 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.

• 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.

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.

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

• 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.

• 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.

• 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.

• 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

Manual Installation Links