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2023-04 Release Notes

Iteration: 2023-04

March 28th, 2023

Whats New?

\(＾▽＾)/New main menu.
\(＾▽＾)/Roles naming improvement.

Improvements

5444ECI API - Required Security Update
5414Improved Sales Importer Validations to inform the user that the spreadsheet contains duplicated LDC account numbers.
5445Enrollments API - Improved user name validation to prevent special characters.
5409ECI Renewal Process - Updated template to include Default Plan information.
5408ECI Renewal Process - Updated template to handle fixed contract end dates.
5428Removed time information from “Date to Print” replacement value.
5433Corrected typo under User Manager.
\(＾▽＾)/Improved navigation on Plans Manager.
¯\_(ツ)_/¯Several improvements and corrections under System Setup.

Fixes 

5448Fixed an issue in the Sales Importer that didn’t allow the user to process Commercial accounts.
5431Correction for bug that prevented enrolling a gas account through the Web Enrollment Journey.
5455Fixed a bug in Quick Enrollments where users couldn’t complete the enrollment generation.
5375Several corrections for the background service tasks that updates invoices status under ETF Invoice Queue/Invoice Archive.
5424Improved LDC length validation in Quick Enrollments to prevent wrong LDC formatting when processing OH Gas accounts.
5413Corrected an issue in the task that switches accounts from Renewal Accepted to Accepted.
5463Fix for “Customer already exists” error in Sales Importer for new accounts.
¯\_(ツ)_/¯Fix for “Cannot get payment methods” error when attempting to update customer’s payment method.
¯\_(ツ)_/¯Adjusted the way a range of fraud alert codes is read from system setup.
¯\_(ツ)_/¯Corrected a timeout error when attempting to delete records from the Sales Importer errored accounts list.
¯\_(ツ)_/¯Enrollments API - Several corrections for the Payment Gateway.

Features & Fixes Details

New main menu​

OpsAdmin has an improved Main Menu. This change is the first step in a series of usability improvements we plan to add in the coming months.

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The first difference is that we have rearranged and renamed the menu options. We understand that these changes can be annoying at first, but we believe that this new distribution makes more sense and will help discover the system functionality. As always we are open to suggestions that we can use to improve the system.

Below we will list the new menu structure; if the option has a new name, the old one will be presented in parenthesis for reference.

Accounts

  • Enrollments (Enrollments Manager)

  • Updated LDC / ESIID List (Updated LDC List)

  • Do Not Contact List

  • On-Hold Queue

  • On-Hold Accounts (On Hold Enrollments Manager)

  • Rejects (Rejected Updates)

  • Settings

    • Reject Codes

Customers

  • Enroll Customer (Quick Enrollments)

  • Customer Manager (Customer Support)

  • Rescind List

    • Archive

  • Settings

    • Customer Types

    • Blocked Email List (Invalid Emails)

Drops

  • Drop Manager

    • Do Not Contact List

    • History (Drop History)

  • Retention Queue

  • Winback Queue

  • ETF Invoice Queue

  • Drop Archive

  • Invoice Archive

  • Settings

    • Rule Manager

    • Drop Codes

    Plans

  • Web Plans

  • Non-Web Plans

  • Autorenewal Plans

  • Global Price Changes

    • History

  • Plan Bundles

  • Markets

  • Utilities

  • Settings

    • Commodities (Commodity Types)

    • Billing Types

    • Units Of Measure

    • Zip Codes

    • Zip Code Lists

    • T&D Charges

    • Acceptance Options

    • Terms

    • Plan Types

    • Move Options (Transactions)

    • Blocked LDC / ESIID Numbers (Forbidden LDC Numbers)

Payments

  • ETF Bills (ETF Bill Manager)

    • ETF Archive

  • Credit Check (Credit Check Manager)

  • Letters Of Credit (Customer Letters Of Credit)

  • Settings

    • Credit Reason Codes (Reason Code Manager)

Communications

  • Letter Queue

    • Archive

  • Email Manager

  • Support Notices (Support Notification)

  • Renewal Notices 

  • Reprint Documents (Reprint/Resend Docs)

  • All Notifications (Notifications)

Documents

  • Document Manager

  • Dynamic Templates

  • Autoresponders

  • Autoresponder Packages

  • Settings

    • Document Types

    • Autoresponder Types

    • Languages

    • Replacement Values (Dynamic Replacement Values)

Data Tools

  • Sales Importer

  • Legacy Importer

  • Renewal Importer

  • Enrollment Importers

  • Importer Creator (Importer Manager)

  • Customer Data Collect

Affiliates

  • Affiliates Manager

  • Pricing Matrix Portal

  • Pricing Matrix Review

  • Settings

    • Usage Tiers

Configuration

  • System Setup

  • Webservice Accounts

  • User Manager

    • Departments (Role Groups)

  • System Logs (Log History)

    • Structures (Log Manager)

    • Files (Log Files)

    • Types (Log Types)

    • Descriptions (Log Desc)

  • Background Service Setup

  • Theme Setup

  • Media Manager

  • Global Dispositions (Dispositions)

Also with the new menu it’s now possible to place it to the left of the screen and collapse it with the arrow on top, next to the OpsAdmin logo.

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To change its position, use the Toggle Menu option in the user menu. Currently, this configuration is stored in the browser only, but in upcoming releases this and future options will be stored online so the experience remains consistent across other devices.

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The minimum supported resolution is still 1366 x 768 px and the menu will change its presentation slightly depending on the resolution to fit all the available options.

One final improvement is that the menu will correctly show or hide the options based on the user roles. Previously there were several options that would remain visible even if the user had no access to the screen (an error would be presented trying to access it).

Roles naming improvement​

Over the past few months we’ve been updating the roles names and adjusting some that were no longer needed, missing or misused. With this release we completed this process, although some minor and more focused changes will keep coming in the near future.

We won’t list all the renamed roles since it’s just a description change, but below are listed the roles that have been removed or added. Added roles will be automatically associated with every role group to maintain the same access level. The removed roles were duplicated or no longer used, but we suggest reviewing them:

  • Removed Sub_Menu_Forbidden_Emails, Sub_Menu_Billing_System_Values, Sub_Menu_Importer_Manager, Drop Management: Export Queues To Excel, Export Drop History to Excel, Zip Codes --> Zip Codes Group --> List, Zip Codes --> Zip Codes Group --> List and Sub Menu Acceptance Options roles since they are no longer used or redundant with other narrower roles.

  • Added Reprint Documents: Access, Global Dispositions: Access and Blocked LDC / ESIID Numbers: View. By default these roles are assigned to every role group to maintain the current configuration.