Release Date: April 26, 2023
New Features
| # No. | Feature Description | Module |
| 1. | View Case screen: The user can see the monitoring run and click on the date to see a pop-up with the Monitoring returned data. | Case Management |
| 2. | The user can see the Collaborator Name and Role next to the Collaborator Name. | Case Management |
| 3. | 28 CFR Part 23 at Subject: The user can see 28 CFR Part 23 at a Subject and OWLdocs Level. | Case Management |
| 4. | Retention Policies to Case: The user can set the Retention policies while creating the case. | Case Management |
| 5. | Retention Policies to Subject: The user can set the Retention policies while creating the Subject. | Case Management |
| 6. | 28 CFR Part 23 to Case: The user can see 28 CFR Part 23 at a Case and OWLdocs Level. | Case Management |
| 7. | Case Status: The user can add the case status and status updated date in View case screen. | Case Management |
| 8. | Data Access Rights to Case: While creating a case user can set Data Access Rights. | Case Management |
| 9. | Data Access Rights to Subject: While creating Subject user can set Data Access Rights. | Case Management |
| 10. | 28 CFR Part 23 to Subject: The user can see 28 CFR Part 23 at a Subject and OWLdocs Level.
| Case Management |
| 11. | Knowledge Base Link: The user can see the Knowledge base icon on the screen. | |
| 12. | OWL Docs | Add to Case | Add to Subject: The user can attach file to the Subject and Case. | OWL docs & Vault |
| 13. | The user can set Retention policies while uploading file in OWLdocs. | OWL docs & Vault |
| 14. | OWL Xtract: The user can extract files to different languages. | OWL docs & Vault |
| 15. | Foreign Language and Handwritten Documents: The user can upload files in foreign languages. | OWL docs & Vault |
| 16. | Retention Policies: The user can set Retention Policies while uploading Files. | OWL docs & Vault |
| 17. | The user can Filter the data source and see the files when there are multiple Files with the same Data source. | OWL docs & Vault |
| 18. | 28 CFR Part 23: The user can see list of all Cases, Subjects, OWL docs, etc. that have 28 CFR Part 23 activated and the Date of Required Review. | Administration |
| 19. | custom Case Status: Created an option for Admin users to create a list of Status and functions that occur in Admin that would appear in Cases- Administrator → Access Rights - Policies - Compliance → Cases and Click on Add on Case Status. | Administration |
| 20. | Admin can turn on or off a module: Added the functionality where admin user can turn on or off a module and thus what appears or does not throughout the UI. | Administration |
| 21. | 28 CFR Part 23: The admin user should be able to enable 28 CFR Part 23- Administrator → Access Rights - Policies - Compliance → 28 CFR Part 23 and enables (set it as true). | Administration |
| 22. | Implemented Generic role-based access to all admin APIs. | |
| 23. | Add the Template for the Case, Subject, and Form: The admin user should be able to add the Template for the Case, Subject, and Form.- Admin → Forms Template Builder → Template & Message Builder screen and Click on Add Template button. | Administration |
| 24. | Retention Policies: The admin user can set Retention Policies. - Administrator → Access Rights - Policies - Compliance → Retention Policies and click on Add on the Retention Policies. | Administration |
| 25. | Data Access Rights: The admin user can set Data Access Rights. - Administrator → Access Rights - Policies - Compliance and click on Add on the Data Access rights level. | Administration |
| 26. | Juvenile Compliance: The admin user should be able to set Juvenile Compliance. | Administration |
| 27. | Implemented all Modules and View. | Administration |
| 28. | Compliance: The admin user can set the Compliance- Administrator → Access Rights - Policies - Compliance → Compliance and click on Add on the Compliance section | Administration |
Improvements
| # No. | Feature Description | Module |
| 01 | Set Collaborators and External Collaborators Expiration date: The user can set an Expiration date for Collaborators and External Collaborators to extend the Collaboration. | Case Management |
| 02 | View/Edit Improvement: When users open the view case if they want to close the case view they can click on the close icon on the View case page. | Case Management |
| 03 | Action Menu: OWL docs files will be having the options for the user to Click on the action menu for delete, extract, import, edit status, etc. | OWL docs & vault |