HomeTrak Online Release Notes v2.1

Enhancements

  • Office name displayed at top of screen
  • New Menu
    • Tapping the menu button now pushes in the new menu from the left
    • Account controls are now located at the bottom of the menu
    • Feedback button now located at the bottom of the menu
    • When logged in as office staff user, the menu allows switching between “modules” (Client, Caregiver, etc.)
  • People picker
    • People search is now accessed by tapping or clicking the Active Person’s name in the tab beneath the menu button
    • When showing attached people (for non-office staff log in) a simplified version with no filters is displayed
    • When switching modules, it will remember the last person you had selected in that module and restore them
    • (Desktop browser only) Picker can now be pinned, allowing it to stay open on the left side of the screen
  • Event view
    • New icons at bottom of view display status.
      • Icons are ordered in the expected process flow for the caregiver
      • Icons may be highlighted to indicate a step is completed or required attention.
    • Attributes
      • Can view or set attributes
    • Duties to Perform
      • Can view duties to perform
      • Caregiver can indicate which duties they performed on a schedule (must be entered within a day of the event)
      • Additional duties can be completed using the Add button at the bottom
    • E-TimeCard
      • Support for clocking in/out using the portal (must have location services enabled for the mobile browser)
      • Supports clock in/clock out from Client’s secondary address
  • Weekly Availability
    • Default starting range is now one week in the future
    • Better message indicating dates in past