2017-05 Release Notes
Table Contents
BUG -1026- Sales Importer – Remove Hard Logic for CONED Accounts 2
BUG -1029- Allow Dropped Account to come in as a new Prospect 2
BUG -1013- Cancelled Account received Welcome LEtter 2
BUG -1015- Renewal Notification Task should Ignore accounts with status = Cancelled - Duplicate 2
BUG -1025- Rescind List – Use Dash Format 2
BUG -1031-Renewal Process – Not Capturing errors and sending directly to Thank You Page 3
BUG -1032- Adding Term Type - Error Message 3
BUG -1004- REnewal Services Task 3
BUG -830- Duplicate Enrollments Not Erroring in Sales Importer 3
NEW -1049- Add new dash format 4
NEW -1079- Allow NEW Plans with Esg Plan Selection help, not a hard validation 4
NEW -1075- Legacy Import Adjusments 4
NEW -1020- System Logs – Triggers for Rescind List 6
NEW -910- Save and Add Another button – REscind List 6
NEW -811- Edit Username of MyAccount 7
NEW -596- 2.0 GUI Adjustments for Background Processes 7
NEW -594- 2.0 GUI Types Setup 7
NEW -670- Enrollment Reject Emails 8
Individual Details
BUG -1026- Sales Importer – Remove Hard Logic for CONED Accounts
When researching a bug we identified hardcoded logic instead of dynamic references for Coned Accounts in the sales importer process. Logic was corrected.
BUG -1029- Allow Dropped Account to come in as a new Prospect
When attempting to enroll via Quick/Web enrollments a customer that previously dropped, OpsAdmin forced the operator to perform a renewal. The customer must renew or perform a PPU to be able to be enrolled.
When doing validations on Quick/Web Enrollments, OpsAdmin should check P2C substatus.
If substatus is: Pending Final, Finaled, Final, Pending Drop, the account should be enrolled as NEW ENROLLMENT and be submitted to P2C as a NEW PROSPECT.
BUG -1013- Cancelled Account received Welcome LEtter
Included a logic to check to ensure ESG marketer was included to ensure right account is selected.
Additionally, added logic to make sure not to send documents if the status is cancelled.
BUG -1015- Renewal Notification Task should Ignore accounts with status = Cancelled - Duplicate
Included logic to prevent new status from working with the renewal notification task.
BUG -1025- Rescind List – Use Dash Format
The rescind list now respects the “Use Dash Formats” selection in the Utility manager configuration.
BUG -1031-Renewal Process – Not Capturing errors and sending directly to Thank You Page
Renewals were erroring without notifying the user and it appeared that the renewal completed successfully.
Error handling procedures were missing on the processing script for renewals. Error procedures were added to prevent an error from happening an not alerting the user.
BUG -1032- Adding Term Type - Error Message
Term Type screen in Global Setup was fixed. DB error was occurring.
BUG -1004- REnewal Services Task
Updated scheduling and logic for the task that updates sub status from ESG status in the datamart.
BUG -830- Duplicate Enrollments Not Erroring in Sales Importer
Adjustments were made to catch errors that were occurring but not preventing the sales importer from importing duplicate enrollments.
NEW -1049- Add new dash format
A new dash format was created in the Utility Manager configuration. The format will be 10 digits + dash + 5 digits. (e.g 0000000000-00000).
NEW -1079- Allow NEW Plans with Esg Plan Selection help, not a hard validation
After feedback from the original request and design, this feature will not restrict a hard selection from an ESG plan name. The issue clients were having is that if a plan was created all in one day, OpsAdmin would have to wait till the next day before the plan validation list was populated after processing the daily refresh of the ESG datamart.
NEW -1075- Legacy Import Adjusments
-
A new column has been added to the Enrollments table. This field shows 1 or 0 depending if the record should be updated with ESG info on a daily basis or not. (1 = Update record, 0 = Does not update record)
The value for this field must be populated in the Legacy Importer spreadsheet before doing any import.
-
A new column Sync_Dates_To_ESG should be added at the end of the Legacy Importer template including the values 1 or 0: (1 = Update record, 0 = Does not update record)
-
Two new radio buttons added to the Legacy Importer:
- Use data from datamart: Activate this radio button so the Importer performs the validations using information from ESG Datamart Extracts, as the Importer always has worked.
- Use data from excel file: Dates will be read straight from the file and they won’t be read from ESG Datamart Extract.
NEW -1020- System Logs – Triggers for Rescind List
The following triggers are now tracked under System Logs regarding the Rescind List.
-
Add new item to the Rescind List (Include User, datetime and account details)
-
Modified item under Rescinded List
-
Deleted item from Rescind List
-
Imported Record as Rescinded (Sales Importer)
NEW -910- Save and Add Another button – REscind List
A “Save and Add Another” button was added on the rescind list entry screen. This will allow for quicker entry for multiple entries at once.
NEW -811- Edit Username of MyAccount
The customer can now edit their own user name in the MyAccount>Settings section.
NEW -596- 2.0 GUI Adjustments for Background Processes
The background processes screen was updated for the new 2.0 GUI view.
NEW -594- 2.0 GUI Types Setup
The majority of the types set up tabs and screens have been adjusted to the new 2.0 format.
NEW -670- Enrollment Reject Emails
The enrollment reject process has been enhanced to allow for automation of:
- Loading reject data from the ESG datamart table daily. This data will now be displayed in the “Rejected Updates” tab in enrollment manager.
- Type 3 reject messages without manual intervention.
-
To enable this in OpsAdmin, the ESG reject reason codes must be properly configured.
Navigate to Drop Manager > Reason Code Manager:
There is a new setting: Reject Type.
Ensure that the correct Reject type is selected for each reject reason. -
Rejected by ESG: Type 1: LDC account is enabled for change in rejected updates screen.
-
Rejected by ESG Type 2: Service Start Date is enabled for change in rejected updates screen.
-
Rejected by ESG Type 3 Not Sent: There is no data update enabled in the rejected updates screen, but a custom message can be manually sent per reject if the autoresponder is correctly configured with a Rejected Type 3 Sender trigger.
-
Rejected by ESG Type 3 Sent: There is no data update enabled in the rejected updates screen, and an automated message will be sent out with the custom message configured in the Reason Code set up if the autoresponder is correctly configured with a Rejected Type 3 Sender trigger.
