6.2.12363-10755

11/18/2024 12:00:00 AM

Release Notes 11/13

Scorecard/Compyle/Control Identity Server Release Notes 11/13

New Deployed New Amazon Cognito Identity Server to Manage User Login and Session Information

How does this impact users?

All Scorecard and Compyle users have been automatically logged out and will need to reset their password to log back in.  

Resetting Password: 

As part of the change, all user passwords are expired. The first time a user logs in after Nov. 13, 2024, the user will see an invalid user password message and will need to click the “Forgot your password” link.

That reset link will go to the email address for their account, but the link will only be valid for one hour after the new password is requested.

Email Verification: 

The link to reset the password is sent to the email that matches the username in Control, Scorecard, and Compyle. Only users with a valid email address will be able to use the link to set their password and login. 

Users will need to make sure that their email provider will allow them to receive messages from noreply@clearimpact.com.

What if users have problems logging back in? 

The Clear Impact Support Team will be available to assist any users that need additional help resetting their password and logging into Clear Impact. 

User Session Timeout:

A user session timeout has been applied to Scorecard, Compyle and Control and is set to log users out after 120 minutes of inactivity. 

*Please note that we did receive a report of an internal user being logged out every two hours even though they were actively working in the system. We are currently troubleshooting this to ensure the session timeout is based on user inactivity.

How does this impact Administrators?

Because of security measures within Amazon Cognito, Control Administrators will no longer be able to reset user passwords for the user. Administrators will want to direct users to utilize the "Forgot you password" link to reset their password. If they continue to have issues logging in then they will need to contact support@clearimpact.com for troubleshooting assistance.

Fixed Page Break Displaying in Between Containers and Measure in Scorecard PDF

- A page break is no longer displaying the Scorecard View PDF output between Container labels and measure data

Fixed Runtime Filters in Reports Not Displaying

- Users can now set and utilize runtime filters that display when a report is in run-mode

Fixed Bi-Weekly Reporting Period Not Allowing User to Add Periods

- Users can now add future and prior periods to measures with Bi-Weekly reporting periods

6.2.12346-10588

10/8/2024 12:00:00 AM

Release Notes 10/8

New Add "Management Logs" section to admin menu

What is it? All logs available to the Instance Admin are now located under the Administrator menu under the "Management Logs" section.

Options include

• User Activity
• Delete Log
• Embed Views
• Scorecard Copy Log
• Measure Values Update Log

• 

New Updates to User activity log

What is it? The User Activity log has been updated to now allow users to filter by username in the "User" field. 

New columns have been added to create a more readable summary of user actions. New columns displaying are -

• User
• Username
• Start Date
• End Date
• Action
• Parameters

 

Fixed Impact score modal in Scorecards not accessible

• Impact modal is now displaying when users click the Impact Score option in Scorecard view

Fixed Users can't create new Report/UI misaligned

• Users can now create new reports
• Users can use search box to search for Reports

Fixed Scorecard - mobile navigation menu not expanding when user clicks when viewing Scorecard in reduced screen size

• Mobile navigation menu now expanding

Fixed Layout alignment for adding new measures to container in Scorecard view is justifying on left

• Layout has been corrected and fields for adding a new measure in the Scorecard view now display across container width

Pending Non-notes text in container PDF output is displaying in small font

• Non-note text note size for Container PDF output is still displaying in small size, additional fixed scheduled for Nov. 1st

 

6.2.12329-10495

9/27/2024 12:00:00 AM

• Administrators can also access the log by going to the Administration menu under the gear icon on the right side of the screen, selecting "Object Management" and then "Measure Values Update Log".

New Added visual loader to Scorecard view

What is it? A visual loading bar will now display at the top of a scorecard when the scorecard is first opened or on refresh to indicate if the scorecard is fully loaded. The bar will disappear once loaded. Smaller scorecards will process quickly. This visual aid is intended to help users know when they can begin expanding measures and adding data.

New Allowed Container titles to span the full width of the container section if thee container does not have measures and does not need to display columns

What is it? Container titles will now display across the full width of the container section in the Scorecard-view if the container does not have any measures connected to it.

New Control VPAT Remediation: Color Contrast and Keyboard

What is it? Voluntary Product Accessibility Template testing provides us with recommendations for updates that will make CI Suite more compatible with screen readers and accessibility tools. 

Home

• The color contrast ratio of text 'View my user account, Scorecard' etc on hover are less than the standard ratio 4.5:1.
• The color contrast ratio of text 'Cancel' is less than the standard ratio 4.5:1.
• The color contrast ratio of text 'Cancel' on hover is less than the standard ratio 4.5:1.
• The color contrast ratio of text 'Save' on hover is less than the standard ratio 4.5:1.
• The color contrast ratio of the border line of the edit field is less than the standard ratio 3:1.
• The color contrast ratio of the border line of combobox is less than the standard ratio 3:1.
• The color contrast ratio of placeholder text is less than the standard ratio 4.5:1.

Import

• The color contrast ratio of text 'Warning - The Import from CSV is an.....' is less than the standard ratio 4.5:1.

User List

• The color contrast ratio of text 'Add' on hover is less than the standard ratio 4.5:1.
• The color contrast ratio of text 'Close' is less than the standard ratio 4.5:1.

New Pen Test 2024 Remediation

What is it? Penetration testing of our software products provides us with valuable insights into strategies to strengthen and eliminate any vulnerabilities in our products. 

• Select 2 4.0.5 - Outdated/Vulnerable Component
• Underscore 1.5.1 - Outdated/Vulnerable Component
• Bootstrap 4.1.3 - Outdated/Vulnerable Component
• Bootstrap 4.5.0: - Outdated/Vulnerable Component
• DataTables 1.10.18 - Outdated/Vulnerable Component
• ASP.NET 4.0.30319 - Outdated/Vulnerable Component
• Server-Side Request Forgery (SSRF)
• Unrestricted Upload of File with Dangerous Type
• Improper Neutralization of Input During Web Page Generation ('Cross-site Scripting')
• Missing Authorization for User Accessing Reports

Fixed Scorecard wizard not creating Scorecards if file has been previously imported

Bootstrap 9/19 Update Fixes

• Gear icon,Object Management,Object Types: Command buttons not aligned as in production
• Gear icon, API : Link for documentation to be in blue and color of labels to be checked
• Scorecard View,Edit : Edit button is not displaying for containers
• Objects>Object Lookup: No Background color for Search Objects button, Scorecard Link to be distinguishable
• Objects>Object Lookup: No Background color for Search Objects button, Scorecard Link to be distinguishable
• Scorecard Quick Search Type Ahead Not Responding
• Unlimited Suite Child Instances Cannot be Reactivated in Control
• Scorecard,Containers : Containers when opened in test site not having many information
• Edit Measure: Cancel and Save Buttons are not in the right position, History button not working, Spacing to be corrected
• Objects,Containers,Results: Placeholder not found for Select Tags
• Gantt Chart, Hide Completed: Hide Completed button not changing text to 'Show Completed' on clicking
• Scorecard, Help: Video not playing on clicking Help button
• Scorecard view,Scorecard Tiles view/List View : Issue with Background color for command buttons
• Scorecard View,Strategy map: Command buttons now don't have background color and spacing between icons and command button text to be adjusted
• Scorecard, Indicator,Expand: 'Related' button not visible
• Log Off: Icon not visible
• Notifications: Bell icon not visible in top nav
• Scorecard Preferences,Notification: SaveNotificationSettings button takes you to wrong window

Hotfix Measure Graph UI Issues: Label overlap and unexpected option displaying above graph

• Label overlap is no longer occurring, "Show All Data" is now displaying in button format

Hotfix Scorecard/ PDF output UI updates

Scorecard Updates:

• • Increase spacing for separation between containers in scorecard view

Scorecard PDF Updates:

• • Review space allowed for container and measure data to display on left side vs the space that columns have to appear on right side
    • Customer expressed that before our 9/19 update the container titles and measure titles had more space to display in the PDF output 

Hotfix  OHDH Graphs not displaying in Scorecard 

• Graphs are now displaying in specific scorecard

Hotfix Scorecard-view PDF output is not allowing font overwrite

• Font Overwrite now displays as expected if activated for a Scorecard PDF

Hotfix Measure icon is overlapping with measure title in Scorecard PDF output

• Overlap is no longer occurring

Hotfix Container notes not aligning properly in Scorecard-view

• Container notes are now displaying as expected in the Scorecard PDF output

6.2.12256-10242

8/8/2024 12:00:00 AM

Release Notes 8/8

New Updated Administrator menu - Created new options for Multi-Instance Admin options and relabeled "Account " section options. 

What is it? The multi-instance admin menu that has been available under the toolbox icon in the top navigation menu in scorecard has been submerged into the general Administrator menu (located under the gear icon). This simplifies the top navigation menu options and creates less menu options for the end user to have to navigate through.

New and updated sections highlighted in yellow in the following menu summary.

Administrator Menu

•  Users
•  General Settings
•  Instance Dashboard
•  Import
  •   Import Users
  •   Import Data
•  Object Management
  • Reporting Frequencies
  • Notes
  • Column Settings
  • Graph Settings
  • Global Color Bands
  • Action Custom Fields
  • Object Types
  • Common Terms
  • Delete Log
  • Embed Views
  • Scorecard Copy Log
• Files
• API
• Partner Connect
• Instance Details
  • Instance Info
  • Billing
• Multi-Instance
  • Multi-Instance License Mgmt
  • User Lookup

New Moved Global Admin menu options to display under User profile image menu in Scorecard

What is it? All of the Global Admin options available in Scorecard are now centralized under the User Profile image menu and will only display to Global Admin users.

Global Admin Options Available Under User Profile Options

New Display error code in error page screen when user is sent to error page

What is it? An error code will now display in the page that users are sent to when encountering functional, non-permission related errors. This creates greater opportunity for Help Desk Support to search for  the error code in New Relic to specifically identify the issue that the user has encountered.

New Scorecard VPAT Remediation: Color Contrast and Zoom Enhancements

What is it? Updated Scorecard and Control to address UI elements with low color contrast and zoom issues. Elements impacted include interface buttons, dropdown menus, on-hover actions, and edit mode displays.

New Updated Baseline Trend calculation in Scorecard columns

What is it? The Baseline trend calculation was previously round zero values to the number one for calculation purposes. Customer reported that the calculated values appeared to be inaccurate, CI has updated the calculation to calculate zero values as zero so that users see the expected calculation result.

Fixed Comparison not displaying in graphs in embed Measure graph

• Bug has been addressed so that embedded graphs now display comparison view if setting is enabled in graph settings

Fixed Child instances in Unlimited Suite cannot be reactivated in control

• Bug impacting the user's ability to reactivate deactivated child instances has been addressed. Admin users in Control can now reactivate deactivated child instances as needed

Fixed User cannot upload files to Container Notes fields

• Bug impacting users where file names containing the ampersand symbol where not uploading properly has been addressed. Files with names containing ampersand can now be uploaded

Fixed Send user to login when user clicks notification links in email

• Non-logged in users had been encountering an error page without a prompt to log in when clicking the notification link in email. The issue has been addressed and users are now sent to page with login prompt

Fixed Updated backend code to address issue impacting copy Scorecard modal displaying when user clicks "Copy"

• Issue has been addressed and now Copy modal displays as expected

6.2.12242-10135

7/19/2024 12:00:00 AM

New Control Admin in Unlimited suite can see "Deactivate" and "Reactivate" buttons in Clients > List

What is it? Control Admin of an unlimited suite can now go to the top navigation "Clients" dropdown, select "List", and they will now see a "Deactivate" and "Reactivate" button next to each listed instance (previously only available to global-admin). This provides the admin with greater flexibility in managing a multi-instance subscription

New Added New data line to Measure graph for "Actual Value Median"  Data Point

What is it? Users that want to see the median value related to the data set of a specific measure can now activate the "Display Median" graph setting and have a median data line display in the graph. This provides users with greater data comparison options when looking at measure graphs.

To activate the setting in a measure, the user can go to the measure graph > Edit  > Graph Settings > "Display Median" = On

 

The "Actual Value Median" data point will display as a label that can be hidden as needed on the graph.

• Schedule Meeting link now navigates user to CS hubspot calendar instead of outdated calendar

Fixed Note fonts size not formatting as expected in PDF

• Isolated issue resulting in measure note text for specific notes not formatting as expected in PDF output has been resolve and output is now displaying as expected

6.2.12238-10045

6/27/2024 12:00:00 AM

New Updated Admin dropdown menu to support two-level dopdown

What is it? The Administrator menu in the top navigation bar of Scorecard in the past has not shown all tools/options available to administrators due to sizing constraints. Administrators were able to access the full menu after clicking on one of the options in the dropdown and then all of the options would display in a left side menu.

We have updated the Administrator top navigation dropdown menu to support two levels so that administrators can see all options available consistently whether they are referencing the dropdown of the left hand menu. 

 

Main Administrator Menu	Submenu
User
General Settings
Instance Dashboard
Import	Import Users
Import	Import Data
Object Management	Reporting Frequencies
	Notes
	Column Settings
	Graph Settings
	Global Color Bands
	Action Custom Fields
	Object Types
	Common Terms
	Delete Log
	Embed Views
	Scorecard Copy Log
Files
API
Partner Connect
Account	Account Info
	Billing

 

 

New Released Scorecard Import Wizard to end users/ updated instructional text for Scorecard Import Wizard

Learn more about the Scorecard Import Wizard HERE!

What is it? The Scorecard Import Wizard now displays to end users with "Add/Edit Scorecard" access and can be accessed under the top navigation Objects > Scorecards. Users will see the "Add Scorecard" dropdown in the upper right corner and will now see the following two options as options in the dropdown - 

"Add Scorecard" dropdown 

• Add New Scorecard
• Scorecard Wizard

New Added "Download as Scorecard Wizard Template" to Scorecard Search Dropdown

What is it? When searching for scorecards in the Scorecard search, users with appropriate permissions will now see an option to "Export As Template" for each result in the Scorecard search. The template will export in the Scorecard Wizard Import format so that the file can be customized and imported through the import tool to create the copied and modified scorecard.

New Updated Top Nav Support > Contact Support link

What is it? The Contact Support page has been updated to provide more guidance to users submitting support request so that requests are clearer for troubleshooting and to eliminate the multi-step support submission process that was in place prior to this update.

Check it out here! https://support.clearimpact.com/en/kb-tickets/new

 

 

New Added an "Export (JSON-LD)" as option under "Export" dropdown in Scorecard View

What is it? This new export option is only available in specific Scorecard instances and moves Clear Impact further along with the Common Approach integration.

Fixed Third party tool identifying user Culture failed resulting in Scorecard login failing

• We have identified a more reliable provider for this tool and have switched to the new provider

Fixed Scorecard Import Wizard, Import validation: Validation Issues reported not easily understandable

• We completed additional usability testing for the Scorecard Import Wizard tool and identified needed adjustments to ensure a smooth deployment to end users

Fixed"Create Your Account" used for registering for a new instance is not displaying labels

• This page is now showing labels for all input fields

6.2.12225-9952

6/14/2024 12:00:00 AM

New Removed "Refer Clear Impact" button from Partner Connect screen

 

New Made "Export" Button in Measure view a dropdown merge with "Excel" button

 

New Unlimited Suite admin is added to Compyle when adding Child sites

New  Remove extra Note Types from Clear Impact Data Migration Template in Scorecard Template Library

Fixed Global Admin sees error message when updating User role

• Global admin can now update user role in the user account page in Control and does not see an error message

 

Fixed Client "Instances" list and instance selector for User in Control is not refreshing to show new added instances

• User now see all instances they have been added to in the "Instances" and instance selector in Control

 

Fixed Setting user as Global Admin in Control isn't setting them as Global Admin in Scorecard

• User is now set as Global Admin in Scorecard if they are set as Global Admin Control

 

Fixed Remove "Sharing Success Story" option from Measure view

• "Sharing Success Story" no longer displays under the "Share" dropdown in the Measure view

 

Fixed "Active Measures Counter" not showing up-to-date data points

• "Active Measure Counter" is now showing up-to-date data periods

 

Fixed Add ability for Users to delete logo from Control

• Administrators in control can now delete uploaded logo from "Details" page in Control

 

 

6.2.12215-9873

5/30/2024 12:00:00 AM

Release Notes 5/30

New In Scorecard View - added "Actions/ToDo" option to Measure/Container menu

What is it? The measure icon menu that appears to the left of the measure name when viewing a scorecard in Scorecard view now contains an option for "Actions". When users click the new "Action" option a modal will display showing all actions created for the measure that the user has access to view. The user can also access ToDos related to the actions. This provides users with a quick and easy method of pulling up actions while in the Scorecard view without having to navigate away from the Scorecard page.

• • To open "Actions/ToDo", click the measure icon that appears to the left of the measure name

• • A "Action/ToDo" modal will popup and will offer two tabs that the user can choose from "Actions" and "ToDo".
    • The  "Action" tab will display all actions created for the measures that the user is able to see. Clicking the hyperlink name of the action will navigate the user directly to the Action page.

• • • The  "ToDo" tab will display all actions created for the measures that the user is able to see.  Clicking the hyperlink name of the todo will navigate the user directly to the action page where they can access ToDos.

 

New Send user to Control dashboard after save in account page

What is it? When a user updates account information in the user Account page in Control, the user is directed to the Control dashboard after they "Save" their updates. This creates a more fluid experience for the end user allowing them to select their next path from the Control dashboard options.

New Enabled uploaded Organization logo to display in right upper corner of embedded objects for paid subscriptions

What is it? The uploaded organization logo now displays in the upper right hand corner of embedded Scorecards and embedded Containers for customers with paid subscriptions. This provides an extra method of personalizing the Scorecard shareable output for paying customers.

Scorecard View

Container View

 

New In Control setting for Upload logo, display "Upgrade" icon instead of "Add/Change" logo button for free tier 

What is it? We are now displaying an "Upgrade" icon next to the Logo upload field in the "Details" page in Control so that free-tier users see a message encouraging them to convert from a free to a paid subscription if they want to utilize the logo function.

 

New Made instance logo in Scorecard General Settings view-only add link to Control "Details" page

What is it? Organization logo upload has now been centralized so that logos can only be uploaded to the Client "Details" page in Control. Users can still see a preview of the uploaded logo in the Scorecard, administrator tool, "General Settings" but they will need to click the provided link to Control if they want to change the logo.

New Removed "Refer Clear Impact" button from Scorecard top nav

 

Hot Fix 5/29: Fixed Container embed showing duplicate column

• Embedded view for Container is no longer showing duplicate values in "Prior Actual Value" column

 

Hot Fix 5/31: Fixed Control - logo not saving uploaded file on first attempt

• Logo is now uploading and saving on the first attempt

Fixed In Scorecard View - measure menu option not displaying for "Add to Favorites/Remove from Favorites"

-  "Add to Favorites/Remove from Favorites" option is now displaying in measure icon menu in Scorecard View as expected

6.2.12200-9784

5/16/2024 12:00:00 AM

Release Notes 5/16/24

New Added dropdown menu caret icon to the Measure/Container icons in Scorecard view

What is it? Users now have a dropdown caret icon that appears in the bottom right hand corner of measure and container icons so that users have a more apparent indication that a dropdown menu is available under the icons.

• This enhancement comes as part of the effort to make the Scorecard UI more intuitive for end users

New In Scorecard view - added "Calculation Info" option to Measure icon menu

What is it? When users click on the measure or container icon in the Scorecard view for a calculated measure they will now see an option in the icon menu called "Calculation Info". Clicking this tab will open a modal that will the following information about the calculation -

 

• Calculation Type - Specifies the exact type of calculation applied to the measure
• Missing Periods - Displays the child measures connected to the measure that have missing periods of data. The time period for the missing periods displays along with the measure name and a link to the measure

• 

  

New Added section to parent measure "Data" tab view showing child measure with missing data periods

What is it? A "Missing Time Periods" section will now display in the "Data" tab of a parent measure if any of the child measures are missing data periods. This improvement provides users with easy access to see the missing periods for child measures, creating a time-saving shortcut that will help customers and the support team troubleshoot without having to click through child measures to search for the missing data periods

New Added "Share" button to Scorecard objects to support embed links

What is it? A "Share" button has been added to the upper right corner of Scorecards, Containers and Measures with the "Enable Embed" setting activated. The new button will contain the "Embed" related dropdown menu options so that users can click those and navigate to the embed page. The goal of this button is to draw awareness to our customer's ability to share Scorecard objects with stakeholders outside of CI products.

Scorecard View

Container View

Measure View

• This enhancement came as a request from internal stakeholders to make the Embed option more obvious for end users

New Added option to Control for user to upload profile photo

What is it? In Control users can now add a profile image in their account page so that they will see an uploaded image in the upper right corner of their top navigation menu.

Users can upload an image using the following steps -

1) Click dropdown next to the profile image that displays in the upper right corner of the top navigation menu

2)User will be navigated to Control and will need to click the dropdown icon that appears to the right of the user image in the top navigation menu

3) Once in the account page, the user can use the "Browse" option under the "Profile Photo" field to upload a user profile image. The user will need to click "Save" and then Cancel to exit the Account page after they have seen the "Saved" confirmation message.

 

• 

• The user image will display in the upper right corner of Scorecard, Control and Compyle. Administrators can also upload profile images for users through the User page accessible through the User list in Control.
• This improvement comes are part of our ongoing effort to the streamline the CI Suite UI

New Added ability to grant specific instances access to custom features

What is it? CI can now grant only specific instances to certain custom features which provides CI with flexibility in designing functionality that may not be applicable to all customer instances.

 

• Fixed Graph labels not displaying in Scorecard view but displaying in Measure view
  • The label display was being impacted by an issue in the code, updates have been made and the graph labels are now displaying as expected in Scorecard view
• Fixed UI not resolving when user clicks "Save" when editing Scorecard properties
  • Coma in Scorecard title was interfering with save, update has been made to address issue
• Fixed User home Instance not listed in Control or Scorecard
  • User's home instance now displays in "Instances" panel in Control dashboard
• Fixed Spell checker not working with CKEditor in Scorecard
  • CKEditor native spell checker has been partially enabled, misspelled words are now highlighted, suggestions for correct spelling has not been enabled yet
• Fixed User account is in Scorecard but not in Control - User cannot log in
  • User home instance now displays in "Instances" dashboard in Control
• Fixed Tag input not allowing user to select additional tags when user is entering data in the Container > "Edit All" section of Scorecard view
  • If a user had selected two or more tags for a measure, then the user was not able to click into the Tag input box to add more. The UI of the Container > "Edit All" view has been adjusted to allow more space for the Tag selections so that users can select or unselect values are needed.
• Hot Fix 5/17 Save not finalizing when user enters data into measure Edit > Data screen
  • Fix has been applied an save is finalizing as expected

6.2.12177-9664

5/2/2024 12:00:00 AM

What is it? A progress bar has been added to the Action view so that users can easily see a visual indicator of how far along the action item is. 

What is it? The "Aggregate" dropdown option for graphs in measures with reporting frequency of less than Annual was not showing an annual total for the "Fiscal Half Year" Reporting Frequency type. We have updated the "Aggregate" dropdown functionality so that it now sums for graphs in measures with the "Fiscal Half Year" Reporting Frequency type.

Fixed Embedded iFrames not rendering correctly - Scorecard title is overlapping with scorecard description

• Overlap is no longer occurring 

Fixed On initial load of a scorecard, measures do not expand if user clicks "+" icon quickly

• Spinner icons now display in place of the "+" icon, to the left of the measure name in the scorecard view, until containers are fully loaded at which point spinner switches to "+" icon and user can expand measures

Fixed Request to enlarge list of comparee measures in Scorecard PDF output

• Comparee list now displays in larger text

6.2.12145-9441

3/21/2024 12:00:00 AM

Release Notes 3/21/24

New Prompt added to "+Existing Measure" and "+Existing Variable" screen in measure view that allows user to include selected measures as Comparee

• What is it? In the past, when adding child measures to a parent measure, users have had to add a measure twice through the "+Existing Measures" modal to include it as an aggregated or disaggregated measure and to also include it in the "Measures to Compare on Graph" section of the parent measure. To eliminate the extra steps, we have added a prompt to the "+Existing Measures" modal that will allow users to also include the child measure in the "Measures to Compare on Graph" section at the time they are selecting child measures to add to the parent measure.
  • This prompt has also been added to the "Existing Variable" modal so that users adding existing variable measures will  be able to include them in the "Measures to Compare on Graph" section at the time the child measures are added to the parent measure

• 

•  

  

New  Tab for Performa Invoice to Control under billing

• What is it? A new Performa Invoice tab is available for Customers with paying subscription in Control, under the "Billing" > "Subscription" top navigation menu options, that allows them to see their most recent invoice. This will help provide easy access to customers requesting to see their invoice and Customer Success in accessing quick details related to customer invoices.

• 

   

  

• Fixed Overlap occurring in Scorecard embed view where Container Icon overlaps with Container Notes
  • Overlap has been addressed and is no longer occurring 
• Fixed Some graph default settings do not appear to be sticking when viewing measure graph
  • Default graph settings are now applying as expected when applied in measure graph settings
• Fixed Import generating error when encountering empty space in import file
  • Import is now ignoring blank spaces and no longer generating an error
• Fixed Compyle Instance needed for expansion for Scorecard -MCH-4142
  • Compyle instance was updated
• Fixed Copying Scorecards switches order of numerator and denominator calculated measures in copied version
  • Copied scorecards are no longer switching the order of child measure included in parent measure calculation
• Fixed Initial call being called multiple times unnecessarily on scorecard
  • Calls have been reduced to a single call, increasing scorecard load times

6.2.12139-9397

3/7/2024 12:00:00 AM

Release Notes 3/7/24

New Add New Options to Graph Settings for Default Graph Periods and Default Graph Type

• What is it? Users can now define their preference for the options "Default periods to display in graphs" and "Default Graph Type" in their Administrator menu choice for Graph Settings, this will then apply the settings to all graphs so that user does not have to apply the default settings to each individual graph.
  • New option displays in Graph Settings for "Default periods to display in graphs"
  • New option displays for Graph Settings for "Default Graph Type" with Options: Bar, Line 

  • 

New Add Completion Date to To-Dos

• What is it? In the past users were able to indicate that a ToDo was complete but a "Complete Date" was not saved or displayed for ToDos that were marked complete. A new "Completion" column has been added to ToDos that shows the status of a ToDo, allows the user to click a "check" icon to indicate when complete and captures and displays the completion date of a ToDo.
  • "Completion" column now displays as a column for To-Dos when creating a new ToDo

  • 

  • "Completion" column shows "In Progress" until user clicks the "check" icon

  • 

  • User can click the "check" icon when they are ready to mark ToDo as "Complete"

  • 

  • User can see completion date when viewing ToDo under the "Show Completed" button
  • 

     

    
     

Fixed  "Completely Delete" Scorecard Option Does Not Delete All Objects

• Scorecard option for "Completely Delete" effectively deletes all containers and measures, including custom, within the scorecard being deleted

Fixed In Parent Instance in Partner Network - "Add to all child instances" not working for existing user already in parent instance

• Existing users in a parent instance can now be added to all children instances through the "+ Existing User" > "Add to all children instances"

Fixed Added Space in Between Month and Year in Digest Header

Fixed Parent Measure in FSCS-CISG is also Child Measure Generating New Relic Errors

• Circular logic has been addressed and measure is now showing data results

Fixed Updated Backend Permission check for Actions and ToDos

• Permission check was skipping users with "Add/Edit Action" permission and not allowing those users to access Actions. Users with "Add/Edit Action" permission can now open Actions and Todo's as assigned

Fixed Measure Overwriting other Measures when Adding Measures to Containers from Scorecard

• UI was not allowing user to edit measures independently when adding more than one measure through the "+Existing Measure" option in the Scorecard view for Containers
• User can now add more than one measure through the "+Existing Measure" option in the Scorecard view for Containers and edit each entry independently of the others added at the same time

6.2.12134-9350

2/21/2024 12:00:00 AM

Release Notes 2/21/24

• Removed "Description" Label from Scorecard Collapsible Description Interface
  • What is it? After releasing the collapsible function for Scorecard-level descriptions in the Scorecard interface, we received feedback that the "Description" label was distracting and displayed in PDFs where the user could not actually collapse the section. We have removed the "Description" label from the interface and left only the collapsible icon. We have also removed the collapsible icon from the PDF export so that end users are not confused
  •  
  • 
• Added Green Dot to Display for All Calculated Measures
  • What is it? In the past green or red dots would display in the scorecard view next to calculated measure with multiple child measures reporting various data entry periods in a calculation. With this hot fix a green dot now appears next to all calculated measures and will display red for calculations where the child measures do not all have the same reporting periods for data entry. Red dot indicators will continue to display for calculated measures where the child measures do not all have the same reporting periods of data.

  • 

     

     

Fixed Cannot Remove Container Populated from Partner Connect from Scorecard

• Users could not remove containers from scorecards that were populating from Partner Connect. All measure from container can now be removed

Fixed Manual Color Bands Set to "On" Do Not Allow for More than Three Characters

• Users can now apply more than three characters to existing manual color band entries without having to adjust the on/off toggle if the Manual Color Band setting was set to "On"

Fixed User Unable to Navigate when Attempting to Add Note and Measure Data

• Users can now add notes to measures without getting locked into the "Default Notes" screen in the instances where was this was occuring

Fixed Slowness Reported when Deleting Measures in Bulk - Isolated to One User

• Slowness issue has been resolved for user

6.2.12128-9320

2/15/2024 12:00:00 AM

                         What is it? The "Description" section located at the top of a scorecard is now collapsible and users viewing the scorecard within the product can click the arrow icon that displays above the description to collapse or expand as needed.

 

New Added Scorecard Indicator to Relationship Section in Measure View

What is it? Previously, when viewing the Relationship section of a Measure, users could see the Container that a measure was included in but not the scorecard that the Container belonged to. This release introduces an additional indicator in the "Relationship" section of a Measure that now shows the scorecards each Container is included in, giving users more insight into the full setup of a Scorecard. Users can also navigate directly to the Container or Scorecard housing a measure by clicking on the listed name for the Container or Scorecard.

 

 

Fixed Send User to Upgrade Page When Trying to Copy Scorecard w More Measures than Instance Limit

• Previously users that were trying to copy scorecards in a site that was at the measure limit would be sent to the billing page which was causing confusion. Now the user is sent to the upgrade page which contains a link to contact sales for upgrade assistance

Fixed Top Nav Arrows Displaying Below Top Nav Menu Items

• Top navigation dropdown arrows were displayed under the top navigation menu items when browser screen size was minimally reduced. We have adjusted the sizing parameters so that arrows display beside top nav menu items for until the browser screen is reduced to half the original browser window size

Fixed Moved Database Model from DB First to CodeFirst

• This change will assist with streamlining database updates

Fixed Updated Query that Gets Activity Log for Monthly Digest

• This update will create more efficiency related to the Activity log query reducing the bandwidth needed to support the query

Fixed Updated Control Function for Add Existing Admin

• In the past, existing users added to Scorecard through Control were not populating into Scorecard with the correct user role. We have updated this process so that if an existing user with the role of "User" in Control is added to Scorecard through Control, then that user populates into Scorecard with the Scorecard User Role of "Presenter". If the use is an existing user with the role of "Administrator" in Control is added to Scorecard through Control, then that user populates into Scorecard with the Scorecard User Role of "Instance Administrator"

6.2.12120-9250

2/1/2024 12:00:00 AM

Release Notes 2/1/24

New Add "Object Lookup" to "Object" Dropdown in Top Navigation Menu

• What is it? Users and administrators are not always sure what type of object they are searching for (Scorecard, Container, Measure, Action or Tag) and have requested a method of searching for an object across the various Object categories. Users can now access the "Object Lookup" tool, located in the top navigation dropdown option for Object and can search by Object name or ID.
• 
  • When a user types in the name of the Object or ID into the search box, the results page will show any objects that match the search criteria under Scorecards, Containers, Measures, Action and Tags)
  • If a result is within the instance the user is currently logged into then they can click the hyperlinked object name and will be navigated directly into the object.

New Add Setting to Scorecard Settings Allowing User to Set Default Level for Expanded-View for Embed View

• What is it? While Scorecards are set to a default level of expansion, users have requested the ability to determine the level of the expanded view for embedded scorecards. Clear Impact has added this capability as a new setting in Scorecard General Settings, and users can now determine how much expanded data they would like to display by default for any embedded scorecard.
  • The new "Default Expanded-View Level for Embed View" setting is located in Scorecard General Settings.
  • When the user moves the slider to the right, the scorecard preview displays an example of the level of expansion that the embedded scorecard will display in when users access and are viewing the embed page.
  • 

New Add Card for List of Instances to Scorecard User Dashboard

• What is it? Users can sometimes belong to more than one scorecard instance and navigating when in scorecard can be a challenge. To create greater ease-of-use in accessing their various instances for our customers, Clear Impact has added a panel on the Scorecard homepage that now lists all of the instances a user is active in. The user can navigate to any instance by clicking on the name of the instance from the "My Instance" panel at the bottom right side of their Scorecard homepage.
• 
• 
  • Instance codes are hyperlinked so that users can navigate directly to them, the user will also see the full name of the instance displaying under the "Name" column

New Add Read-Only Preview of Scorecard Permission to User Page in Control

• What is it? In Control, Administrators can see some information about user accounts but they are not able to see the permissions that have been assigned to the user in Scorecard User Permissions. Clear Impact has now made a preview of permissions assigned in Scorecard User Permissions that will display in the Control view of the User account. 
• 
  • With this preview the Administrator can see what permissions the user has been granted access to and they can click the "Edit @ Scorecard" link to go directly into the Scorecard User Permissions page in the Scorecard to update the permissions for the user as needed.

What is it? When users are editing custom calculations within a measure it can be challenging to scroll through the list of measures included in the calculations because the view window only shows up to two measures at a time. This enhancement allows the box listing the measure to remain fully expanded when a user is clicked into the Custom Calculation box to edit a calculation.

 

 

Fixed Color Bands in Embed are Overlapping in Scorecard Expanded View

• Color bands are no longer overlapping when viewing expanded measure in embedded view

Fixed User Sessions, Control, Scorecard: End Compyle User Session at Logout in Control or Scorecard

• This fix helps improve the logout experience between Scorecard/Control/Compyle
  • Additional improvements planned for upcoming releases

Fixed Instances with Measure Limit See Upgrade Message when Creating Variable Measures Through Top Nav

• User in a paid subscription can now create Variable measure when accessing Variables from the top navigation path even if they are at their measure limit

Fixed Block Global Admin Copy Scorecards if the Measures Exceed the Measure Limit

• Global admin can no longer copy scorecards into instances if the number of measures within a scorecard exceeds the measures available in the instance the GA is copying the scorecard into.

Fixed Update Variables for Scorecard to Compyle API

• This fix allows Compyle feeds to send data into Variable measures in Scorecard

6.2.12105-9165

1/16/2024 12:00:00 AM

Release Notes 1/6/24

New Added colors to icons that display in edit mode for measures when a user is editing the measure in scorecard view

• Adding color to the icons make the icons more intuitive for the end user

New Expanded character limit for manual color bands to allow for more than three characters

• Expanding the character limit allowed within manual color bands will allow users to add color bands that present band ranges in the thousands and beyond