MyCM, MCR & DR Release - August '22

Subject Relationship: Optional attribute to be collected when reporting a Subject

As it stands today when Subject(s) are named on an incident, the Reporter is able to select and identify the Subject's involvement with the Incident. With the addition of Subject Relationship attribute, Reporters can now identify the Subject's Relationship to the Organization (e.g. Employee, Vendor, Contractor, etc.)

This additional attribute is configurable at the Profile level and available values to assign to Relationship are customizable per profile.

Settings:

• Account Profile > Settings > Subject Relationship:

  • Default: Disable

  • Set By: Profile Admin

  • Control: Account Profile Settings

• Subject Relationship Options

  • Account Profile > Options and User Fields > Subject Relationship

  • Default Load available with the ability to enter own

  • Set By: Profile Admin

  • Control: Options and User Fields

Bulk Sync-Issue List: Capability to bulk update a large volume of cases at once

This feature is similar to Bulk Sync-Related Issues (available in Related Issues section) with the major difference being that it's functional inside the Issue List (including your custom shortcuts). Users no longer have to link cases in order to Bulk Sync them. Both functionalities remain accessible and can be used for different purposes. The intention behind Bulk Sync-Issue List is to provide users with the ability to update cases en mass and streamline a historically manual process to update several issues at once.

We have applied a number of conditions to this feature to prevent erroneous actions such as:

1. For Bulk Sync to be made accessible there must at least be one filter applied to the grid view.

2. Users can sync up to 5,000 records at a time.

Profile Admins have access to Bulk Sync by default with the option to extend accessibility to their users at the Group level.

Settings:

• Account > Groups > Settings > Permissions:

  • Default: Disable

  • Set By: Profile Admin

  • Control: Group Settings

Case Category Association

Due to high demand for streamlined interface, we have updated the method by which Categories are assigned to a Case. This change is mainly focused on appearance while maintaining the existing behavior of General, Primary, and Secondary Categories. As per previous behavior, Categories were divided into 3 separate fields known as Primary, Secondary and Other Categories. We have combined the 3 fields into one text field while defaulting assigned Categories to the main/General type, and maintaining the capability to assign specific Categories as Primary or Secondary (as per your internal policies and preferences).

Notification "Bell": Enhanced in-app user notifications

The Notification Bell placed on the MyCM menu bar has been further enhanced to help keep your users informed throughout their session. Historically, the notification bell has housed only the @mention comments of the logged in user.

With this release, users will be informed on-demand of Severity 1 and 2 cases where they have been made an Owner as well as notifications when a case is 3 days from its deadline.

Each user has the capability to set their notification preference by going into their User Account Settings.

Settings:

• User Account > Settings > Preferences

  • Default: Enable

  • Set By: Individual Users

  • Control: User Account Settings

Multi Disclosure Report Capability: Unique DR reports per single Profile

MDR, My Disclosure Report, was launched about a year ago, and since its launch we have taken your feedback and suggestions into consideration and have made this product more robust than ever with even more coming later this year...

We highly recommend reaching out to our devoted Support team to learn more about the newly implemented enhancements so that you are better prepared to take advantage of what best fits in with your standards. For now, here is what's new:

• You now have the capability to have more than one Disclosure Report in an Active status and make them accessible at the same time. This enhancement allows you to reach a broader group of audiences while maintaining Report uniqueness such as but not limited to:

  • Unique Report Names

  • Assign Site Accessibility (in addition to the current required log-in for each respondent)

    • Login Portal for account creation

    • Direct URL that bypasses account creation

  • Set unique Campaign Start/End Dates for each available report

• Direct URL: disable the required login to allow respondents to immediately Begin Report! You now have the send your respondents directly to the report (without logging in) by deactivating the "Login" step (you can enable this or not on each Unique Report), allowing the Reporter to directly access and complete the Report without having to create an account.

  • Note: By disabling "Login", your Reporters will no longer have access to their previously submitted responses

• File Upload: New to DR, file upload is an optional feature that can be made available per report as needed.

There are a number of other changes that present more flexibility when configuring and preparing your Disclosure Reports, and should you come across something that DR currently cannot handle be sure to inquire about it because chances are we already have it on the development roadmap - and if not, we would love to hear your feedback!

Settings:

• Eligibility and configuration handled by CL Account Management & Support teams

Utilities: Employee Import list to auto-generate DR accounts

This feature is going to provide users the ability to import a list of employees/names as Disclosure/Conflict Form respondents. The import process will automatically generate user accounts for each individual, eliminating the need for users to have to manually create an account when they visit the site for the first time. This also allows you to add new/remove existing recipients from previous imports.

For now, this new feature is only accessible by CL Support and Client Profile Admin users, to regulate the inclusion of potential respondents in the Disclosure Form section.

Key Features:

• Import Employee List and auto-generate DR user accounts for the employees named
  *Accessible by Client Admin & CL Support

• Edit/Remove existing DR User Accounts

Settings:

• Account > Issue Type > Disclosure Report

  • Default: Disabled

  • Set By: Admin User

  • Control: Issue Type Config

Utilities: Disclosure Campaign Contact List and Customized Invitation for Employees/Respondents

This time-saving feature allows you to create unique distribution lists of Employees/Respondents associated with specific DR Forms. You can create a Campaign (Distribution List), name and describe the Campaign, assign specific users/respondents, and send them any of several pre-loaded or customized templates that will include their unique details (name, title, deadline, etc.).

As you explore this new feature bear in mind that aspects of this tool are accessible only by CL Support users while we make this feature more convenient for our end-users. In the meantime, we highly recommend connecting with your CL Account Manager or CL Support team to request their assistance with this scalable, automated sending feature for you.

Key Features:

• Build various sets of Distribution Lists [e.g. Board of Directors, Managers, Vendors, Physician Group, Administrative Team, Executives]
  *Accessible by CL Admin (until further notice)

• Send notifications to the recipient directly from the case management system
  *Accessible by CL Admin (until further notice)