Core 1.1.1.0

Release Notes - Core 1.1.1.0

Added

Entity Field Enhancements

• Organization Initiative: Added Lifecycle Stage choice field for tracking initiative progression through planning, initiation, active, on hold, complete, cancelled, and archived stages
• Risk Item: Added Likelihood choice field (Degree) for assessing probability of risk occurrence
• Risk Item: Added Severity choice field (Degree) for measuring potential impact magnitude
• Risk Item: Added Overall Risk Level choice field (Degree) for composite risk rating
• Impact: Added Severity choice field (Degree) for quantifying impact magnitude

New Choice Fields

• Party Type: Configured choice field for classifying entities (Individual, Organization, Department, External Entity)
• Cooperation Status: Configured choice field for tracking party engagement (Identified, Contacted, Cooperative, Uncooperative, Unavailable, Declined to Participate)
• Finding Status: Configured choice field for assessment/investigation finding lifecycle (Draft, Under Review, Finalized)
• Finding Result: Configured choice field for outcome determination (Substantiated, Partially Substantiated, Unsubstantiated, Inconclusive, No Finding, Unable to Determine)
• Recommendation Status: Configured choice field for tracking recommendations from audits/reviews (Draft, Submitted, Under Review, Acknowledged, Accepted, Rejected, Implemented, Withdrawn, Closed)
• Report Type: Configured choice field for report categorization (Final Report, Interim Report, Summary Report, Statistical Report, Public Report, Internal Report, Executive Report)
• Referral Direction: Configured choice field for referral flow tracking (Outgoing, Incoming)
• Access Type: Configured choice field for resource/system access types (View, Download, Copy, Analysis, Administrative)
• Storage Type: Configured choice field for storage location categorization (Physical Storage, Secure Vault, Digital Repository, Cloud Storage, External Archive, On-Site Storage, Off-Site Storage)
• Case Relationship Type: Configured choice field for defining case relationships (Duplicate, Related, Predecessor, Successor, Parallel, Systemic Issue, Similar Pattern)
• Appeal Status: Configured choice field for appeal process tracking (Submitted for Appeal, Appeal Denied, Appeal Granted, Appeal Partially Granted, Remanded for Review, Withdrawn)
• Attendance Status: Configured choice field for meeting/event attendance (Expected, Confirmed, Attended, Partially Attended, No Show, Excused Absence, Late, Cancelled)
• Term Status: Configured choice field for time-based period tracking (Upcoming, Current, Extended, Shortened, Completed, Suspended, Cancelled, Renewed)
• Issue Resolution Status: Configured choice field for issue/incident lifecycle (New, In Review, Confirmed Issue, Resolved, Mitigated, No Action Required, Closed as Unresolved)
• Pass Fail Status: Configured choice field for quality assurance outcomes (Passed, Passed with Notes, Failed)
• Degree: Configured choice field for granular rating scale (Extreme, High, Medium, Low, Minimal, None)
• Simple Degree: Configured choice field for simplified rating (High, Medium, Low)

Changed

Choice Field Consolidation & Refactoring

• Issue Status → Replaced with Issue Resolution Status for more comprehensive issue lifecycle tracking
• Method of Receipt → Replaced with Method of Contact for unified communication channel tracking
• Interview Status → Replaced with Schedule Status for broader scheduling applicability
• High Medium Low → Replaced with Degree and Simple Degree for flexible rating granularity
• Schedule Status → Refactored into specialized choice fields: Action Status, Attendance Status, or Term Status based on context
• Request Status → Merged into Approval Status to consolidate approval workflow tracking
• Plan Status → Replaced with Publication Status for alignment with document lifecycle states
• Referral Status (old) → Merged into Recommendation Status for unified recommendation/referral tracking
• Participation Status → Renamed to Cooperation Status for clearer semantics regarding party engagement
• Operational Status → Replaced with Lifecycle Stage choice field or Is Active boolean field based on entity requirements

Removed

The following choice fields were deprecated as part of the consolidation effort:

• Issue Status (replaced by Issue Resolution Status)
• Method of Receipt (replaced by Method of Contact)
• Interview Status (replaced by Schedule Status)
• High Medium Low (replaced by Degree/Simple Degree)
• Schedule Status (refactored into Action Status, Attendance Status, Term Status)
• Request Status (merged into Approval Status)
• Plan Status (replaced by Publication Status)
• Referral Status (merged into Recommendation Status)
• Participation Status (renamed to Cooperation Status)
• Operational Status (replaced by Lifecycle Stage or Is Active field)

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Asset Management 1.1.1.0

Release Notes - Asset Management 1.1.1.0

Changed

Choice Field Refactoring

• Asset Audit: Replaced Schedule Status with Action Status choice field for alignment with Core module standards and broader workflow applicability

Removed

• Schedule Status: Deprecated in favor of Action Status for Asset Audit entity

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HR Administration 1.1.0.0

Release Notes – HR Administration 1.1.0.0

Added

Position & Classification Management

• Created HR Position, HR Position Assignment, HR Position Description, and HR Job Classification to manage authorized positions, reporting structures, classification standards, pay grades, FTE allocations, and version-controlled position documentation.

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Employment Actions & Lifecycle

• Created HR Employment Action and HR Action Type to manage personnel actions including position, pay, rank, employment type, salary, organizational changes, and approval workflows.
• Created HR Employment Milestone to track career milestones, recognition events, and service-based achievements.
• Created HR Disciplinary Action to manage employee relations incidents, corrective actions, appeals, legal references, and documentation.

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Employee Requests & Workforce Administration

• Created HR Request to serve as a standardized header for employee-initiated requests with workflow and approval tracking.
• Created HR Time Off Request and HR Time Off Entry to manage leave requests, date-level tracking, approvals, and usage reporting.
• Created HR Overtime Entry to track overtime hours, pay calculations, justification, and approvals.
• Created HR Telework Request to manage remote work arrangements, schedules, approvals, and compliance documentation.
• Created HR Workplace Accommodation to manage accommodation requests, interactive process documentation, implementation tracking, and privacy controls.
• Created HR Employee Declaration to capture employee attestations, compliance acknowledgments, and review workflows.
• Created HR Leave Donation to manage leave transfer processes including donor/recipient tracking, approvals, and balance reconciliation.

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Shared Standards

• Created 16 global choice sets to standardize position status, assignment tracking, employment action categories, milestone status, approval workflows, disciplinary action types, leave and overtime classifications, telework arrangements, accommodation types, declarations, and scheduling frequency across the module.

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Forms

• Created baseline main forms for all 16 HR Administration entities to provide structured data entry, workflow alignment, and consistent lifecycle management across position management, employment actions, and employee requests.

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Changed

None in this release.

Executive Coordination 1.1.0.0

Release Notes – Executive Coordination 1.1.0.0

Added

Executive Action Management

• Created Executive Action and Executive Action Type to manage leadership-directed mandates, including sponsorship, accountability, lifecycle tracking, priority, visibility, strategic alignment, and performance indicators.

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Oversight & Reporting

• Created Executive Status Update to provide structured leadership-level progress reporting, including accomplishments, risks, resource concerns, impact indicators, and escalation tracking.
• Created Executive Decision Log to document significant decisions, rationale, authority, implementation tracking, and impact on scope, timeline, budget, or accountability.

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Dependencies & Relationships

• Created Executive Action Dependency to track relationships between executive actions, including dependency type, status, critical path indicators, and impact analysis.

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Module Architecture

• Created Executive Coordination module design to provide structured accountability and executive oversight without duplicating operational task tracking.
• Created integration model leveraging existing Core entities including Legal Authority, Agreement, Organization Initiative, Formal Decision, Risk Item, Impact, Action Item, Organization Unit, and Person for traceability and governance alignment.

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Shared Standards

• Created Executive Coordination module using existing Core global choice sets including Action Status, Priority, Visibility, Security Classification, Lifecycle Stage, Overall Result, Direction, Decision Category, Task Dependency Type, Task Dependency Status, and Yes/No.

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Forms & Views

• Created baseline main forms for all 5 Executive Coordination entities to provide structured data entry and organized executive oversight workflows.
• Created baseline views for all 5 Executive Coordination entities including active, lookup, associated, and advanced find views for consistent navigation and reporting.

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Changed

None in this release.

Core 1.1.0.0

Release Notes - Core 1.1.0.0

Organizational Structure

• Created Organization Units and Organization Unit Types to support hierarchical departments, divisions, and functional categorization.
• Created Organization Initiatives to manage programs with ownership, status, priority, and budget tracking.
• Created Locations to manage physical sites and their relationships to organizational units.
• Created Judicial Districts to model jurisdictional hierarchies.

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People & Workforce Management

• Created Personnel Types, Job Series, Grade-Rank, and Pay Grades to define workforce structure and compensation frameworks.
• Created Personal Information and Personal Information Types to securely manage categorized, verifiable personnel data.
• Created Clearance Levels to define security access tiers.
• Created Credential Types and Credential Assignments to track qualifications, renewals, and certifications.
• Created Competencies to standardize skills and capability definitions.

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Governance & Decision Management

• Created Agreements to manage contracts and formal arrangements with lifecycle tracking.
• Created Formal Decisions to document official determinations and approvals.
• Created Discussion Items to support structured, threaded governance discussions.
• Created After Action Reports to capture performance assessments, lessons learned, and recommendations.

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Legal & Compliance Framework

• Created Legal Authorities and Legal Amendments to track statutes, regulations, and hierarchical legal structures.
• Created Legal Cross-References to model relationships between authorities.
• Created Compliance Frameworks and Compliance Framework Categories to support structured, versioned compliance programs.
• Created Compliance Requirements to assign responsibility, track compliance status, and link to governing authorities.

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Risk & Impact Management

• Created Analyses to serve as structured containers for risk and impact reviews.
• Created Risk Items to document risks, likelihood, severity, and mitigation strategies.
• Created Impacts to track financial and operational consequences of risks.
• Created relationships between Analyses, Risk Items, and Impacts to enable structured parent-child reporting.

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Document & Content Management

• Created Documents to manage versioned, classified, and owned records.
• Created Content Templates to standardize reusable documentation.

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Privacy & Consent Management

• Created Privacy Consent to track consent status, scope, revocation history, and supporting documentation.

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Product & Services

• Created Products to manage offerings, pricing, categorization, and units of issue.

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Shared Infrastructure & Standards

• Created a global Yes/No choice set to standardize boolean fields across entities.
• Created 50+ global choice sets covering workflow, approval, lifecycle, priority, security, compliance, workforce classifications, legal categories, agreements, communication methods, financial standards, cross-domain categorization, and task dependency management.

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Application

• Created model-driven app with sitemap and baseline main form and active view for each table to provide structured navigation and standardized user interaction across all entities.

Asset Management 1.1.0.0

Release Notes - Asset Management 1.1.0.0

Added

Asset Lifecycle & Classification

• Created Asset, Asset Type, and Asset Category to support structured asset identification, classification, lifecycle tracking, depreciation, and hierarchical grouping.

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Acquisition & Financial Management

• Created Asset Acquisition and Asset Cost Entry to manage procurement events, funding sources, payment status, warranties, and additional capital or operational costs.

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Ownership & Custody Management

• Created Asset Owner, Asset Assignment, and Asset Custody Event to manage ownership, responsibility, transfers, and maintain a complete auditable chain of custody.

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Service & Maintenance

• Created Asset Service Record and Asset Service Type to track maintenance history, service providers, costs, and recurring service scheduling.

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Audit & Compliance

• Created Asset Audit and Asset Audit Item to manage audit cycles and asset-level verification results.
• Created Asset Inspection Requirement to define recurring inspection and regulatory compliance rules.

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Retirement & Disposition

• Created Asset Disposition to manage retirement, disposal, approvals, financial outcomes, and compliance requirements.

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Shared Standards

• Created 13 global choice sets to standardize lifecycle status, financial classifications, custody events, audit outcomes, discrepancy types, and disposition categories across the module.

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Forms & Views

• Created baseline main forms for all 14 Asset Management entities to provide structured data entry and organization.
• Created baseline views for all 14 Asset Management entities including active, lookup, associated, and advanced find views for consistent navigation and reporting.

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Application

• Created Asset Management model-driven app with sitemap, dashboards, and integrated forms and views to provide a unified asset lifecycle management experience.

Asset Management 1.0.0.4

Initial test release.