Skip to main content

July 11, 2024 - Fund Manager Release Notes v1

Emily Yeomans
  • Updated

Things to Know

  • Information on this page is subject to change. This page was last updated June 28, 2024.
  • Features below are not functional in the application until UAT release date.
  • You may need to clear your cache in order to enable changes in this release.

Release Summary

Here's a quick overview of the updates in this release:

  • New Chartstring Audit Trail report
  • Dashboard enhancements
  • Chartstrings mapping issue resolved

Release Dates and Downtime

Release dates are subject to change. Release date changes will be noted in the Change Log below.

Downtime required: 5 minutes per environment

Environment

Release Date and Time (times shown in Pacific Standard Time)

*Convert to your timezone
UAT-SG
July 11, 2024 @ 12:00 PM
UAT-UK
July 11, 2024 @ 2:00 PM
UAT-CA
July 11, 2024 @ 2:00 PM
UAT-US
July 11, 2024 @ 3:00 PM
Prod-SG
July 25, 2024 @ 12:00 PM
Prod-CA
July 25, 2024 @ 2:00 PM
Prod-US
July 25, 2024 @ 3:00 PM

 

Detailed Release Notes

New and Enhanced: Chartstring

  • A Chartstring Audit Trail report can now be run by FM Global Admins. The report allows them to view any Chartstring security data that was changed and see who changed it. The report can be filtered by date range or user.

    2024-07-11_13-32-34.jpg

    2024-07-11_13-33-31.jpg
  • When a user tries to select an inactive dropdown while managing Chartstring permissions, a yellow warning message will now be displayed indicating the following: Only a Fund or an Org Unit may be selected. Remove the current selection to proceed.

New and Enhanced: Dashboards

  • The Fund Dashboard - Quick Look has been updated to show the Fund Type Name instead of the Fund Type Code.

    2024-07-11_13-34-43.jpg

  • For clarity, enhancements have been made to how distribution fields are displayed in the Personnel section:
    • Distributions not matching current or future dates now display as "none" instead of "N/A".
    • Distributions with valid dates but no corresponding personnel limits display as "no access" instead of "N/A".
  • People are now displayed in the Personnel section based on actual paid data, even without Current or Future Distributions assigned.

Resolved

Issue: Users were unable to delete mappings between Funds and Org Units after selecting both on the Chartstring page, as per implemented logic.

Resolution: The functionality has been enhanced to allow users to delete mappings when editing a Chartstring page that contains both Fund and Org Unit selections. Now, when a user selects edit and both a Fund and Org Unit are available:

  • The Org Unit can be removed by the user.
  • The system will set the Org Unit to "no limit" upon removal for more flexible data management.




(Ref ID: 24.02.28)

 

Related articles