This release includes address lookup, extended session limit, more role permissions and Single Sign On (SSO).
Recording addresses just got easier
Knowing where the people you support live is really useful, particularly if we need to help with contact tracing. Recordbase has always given you the ability to add someone's address, but it has been a manual task, and this means there has been no way to enforce accurate address information. We have introduced an address search feature that is powered by Google Maps. Now you can start typing out the address you want to capture and let Google fill in the details.
Minimising data loss
We've heard the frustration some people are experiencing with being logged out and losing work. That's understandably annoying, especially if you are writing a long note or get called away partway through the process.
In this release, we have added more prompts in Recordbase to alert you when you navigate away from a page with unsaved changes. We hope this will reduce the chance of losing work when clicking away from the page you are working on.
We believe good systems policies and device practices can address the risk of someone accessing information they shouldn't. With this in mind, we have extended the session to be more in line with a shift. Now your session will stay open for up to 8 hours even when you're not actively navigating around the application.
What's best practice with devices?
Every time you move away from your device or screen while using Recordbase, remember:
- save your work and click Sign out to close the application
- always lock your device - an easy shortcut on a Windows device is to press the Windows key + L on your keyboard.
Pronouns
Whether we realise it or not, people frequently refer to us using pronouns when speaking about us. Often, these pronouns are gender implied -- such as he to refer to a man/boy or she to refer to a woman/girl. These associations are not always accurate or helpful.
We think using someone's correct personal pronouns is a way to respect them and create an inclusive environment. In Recordbase 5.37, we have now added the ability to specify a person's pronoun and it will be displayed anywhere their full name is displayed.
This release comes with a selection of default pronouns, but as with everything in Recordbase, you can extend this list if you would like.
Changes to role permissions
Many of you have asked us to have more control over the access that you grant to users in Recordbase. A common request has been to be able to allow users to view and add new items, without being able to edit. Now there is a new option to do this when allocating permissions to a role.
While making this change, we have taken the opportunity to align the language used on the permission screen with the rest of Recordbase. Some of the options have been re-labelled to better reflect the actions you can do in Recordbase. But, don't worry, this all happens behind the scenes and you won't have to re-setup your roles.
Create has been changed to New and Read has been changed to View. This lines up with the buttons you see in Recordbase.
New permissions
- We have separated out referral rollback so it can be assigned independently of other permissions.
- PRIMHD reviews also now has its own set of permissions.
More access to admin features
To give you more control of your own Recordbase setup, we have created some new permissions for person interaction types, Referral Reasons, and Referrers. This means you can now manage these configuration options yourself.
Find people using the information you know
Recordbase now allows you to search for people using additional information. You can search for people by address, phone number and client ID.
This makes it easier when you are communicating to the Wild Bamboo support team about a specific service user, referencing the client ID means you are not sharing client identifiable over email. We also wanted to make it easier to find a person's id, and it is now visible on their dashboard.
Keeping track of the enabled users
We know that staff can change over time, and we want to make it easier for you to manage that in Recordbase. Recordbase is billed based on the number of users you have in the system each month, so we have introduced a new screen to help you keep track of system users.
Anyone who can currently add new users to Recordbase, will now be able to see a new billing menu. Here you will be presented with a snapshot of the users currently enabled in the system with easy visibility of the users that have been either added or disabled in the current month. There is also a history of previous months so you can see how your user count is tracking.
Single sign on now available
Along with the 5.37 release of Recordbase, we are updating our authentication to include support for single sign on using Azure Active Directory (AD). Enabling single sign on with Azure AD means you can use your work login to access Recordbase. This means one less password to remember and more control over the password complexity required to access Recordbase.
There is some minor configuration required as part of your Azure AD, so you will need to involve your network administrator. Once everything is configured, your sign in screen will change a little. If you are already signed into your work account, you will only be required to enter your email address (for the same account you are currently signed into your computer with) to gain access to Recordbase.
Farewell to the old Activity screen
The October 2017 release of Recordbase updated Activity screens with a new look, improved usability and smart templates. The change has been around for a while now so it's time to say farewell to the old faithful and embrace the new.
Minor changes
As part of the continuous improvement process of the Recordbase system, we've made the following notable bug fixes and minor enhancements:
- When searching for a person by NHI number in the referral wizard, if the person does not exist, then you need to search by name to ensure that they don't exist in Recordbase and reduce the possibilities of duplicate people.
- A referral will now display a validation message on discharge if it requires a PRIMHD service review
- Attachments will now validate if you try to upload an empty file
- Improved performance of the recently viewed dashboard widget
- When creating a repeating activity, you can now select all days instead of selecting all individually
- Person activity report element now includes the activity creator details
Bug fixes
- Risks brief description now enforces maximum length of 250 characters
- My Graphs now correctly displays travel time and includes both travel to and travel from
- Snapshot report now includes last day
- Service units are now ordered alphabetically within a purchase unit
Browser versions and devices
Wild Bamboo strives to support the platforms you use, but maintaining backward compatibility with legacy browsers would mean severely limiting the future improvements we can make in Recordbase.
We recommend keeping devices on the latest version and changing to supported browsers such as Chrome, Firefox or Safari - not just because Recordbase will perform better, but because almost any web app will. Plus, as with most technology, browser security advances in leaps and bounds practically every day - using a modern browser will keep you and your data safer.
Please see the full list of our supported platforms on our website.
https://www.recordbase.co.nz/supported-platforms