version 22 release notes
Version 22.12.0
Release Date: July 8th, 2022
Notifications
New Development - Enhanced the error logging for notifications so that the reason for the failure is captured to help improve troubleshooting.
CLEVR FORM EDITOR
New Development - Implemented a new attribute called “data-source” that will allow users with Editor access to be able to configure their own queries to select from a pre-defined list of queries available. The Query attribute can only be edited or defined by clevr Admin.
SIGNATURES
Bug Fix - Resolved an issue impacting signatures. Signatures were saving without a specified file name which was causing the wrong one to be selected for a handful of users.
Version 22.10.0
Release Date: June 3rd, 2022
FORM MANAGER
New Development - Enhanced the Form Management Module so that all fields that allow you to select a role or a grade have a “select all” option
New Development -Created an option that can be used to determine which role(s) can be added as the subject of a form.
New Development -CLASI configuration and flagging has been moved from the clevr Form Editor into the Form Management Module
New Development - If the form has been restricted so that only specific roles can be added to it, the “Add” function on the Dashboard has been enhanced to also limit users to being able to select those roles.
New Development - Added the ability to migrate a form to another tenant for roles that have editor access and two or more linked tenants.
FORMs
New Development - Changed the language within apply to all from “Student Name” to just “Name”. This better reflects that not all records are related to students.
CLEVR FORM EDITOR
New Development - Created the ability for clients to be able to configure their own log tables independently. A new custom type “Log Template - Data Table” has been created. Elements can be flagged with the "log_column" (enter a name for the table heading) and "log_column_desc" (select a numerical value starting at 1 to indicate which column this should be added to) attributes to flag fields to appear within the table.
Feature Enhancement - Removed the new layout and share form options within Page Properties in the clevr Form Editor. Functionality to share forms and create a new form has been moved into the Form Management module.
integration
New Development - Added support for tenants that are using text file integration so that parents flagged within the “parent 3” column will have accounts generated and linked to their children’s records.
RECORD ROLLOVER WIZARD
New Development - Added the ability to walk back a record rollover independently. An undo option has been included within the Record Rollover Summary.
Version 22.8.0
Release Date: May 6th, 2022
RECORD ROLLOVER WIZARD
New Development - Created a new Record Rollover Wizard that greatly simplifies the Record Rollover process. Users will be prompted every step of the way to configure their rollover settings, a log of fields currently flagged with donotclones will be available to users, and there will be a log of historical rollovers.
DASHBOARD
New Development - Enhanced the new Dashboard to hide the Categories section if no forms have been assigned to a category.
New Development - Added support to be able to search for fields contained within iFrames on the Dashboard.
Bug Fix - After using the Configure function to remove a column from Listings' search results, the removed column was still appearing when running a Saved Search created after this update. It has now been updated to hide unconfigured fields from the search results.
CLEVR FORM EDITOR
New Development - Enhanced date pickers to add support for specifying a min or max date range.
FORM MANAGER
New Development - Added enhancements to Linked Forms within the Form Manager:
Enhanced security so that the only role able to edit a shared form is the one who created it and clevr admin. This prevents tenants with a shared version of the form from being able to make changes to a form that they do not own.
When clicking on Design Form, a check will be performed to see if the form is shared. If the form has been shared, the following message will be generated: This form is shared with the following tenants
[List tenants]. Making changes to the form will impact those tenants. Do you want to continue?
New Development - Updated the “auto-create records for a specific grade” feature to include a list of grades present within the tenant. Previously it was defaulting to JK, SK, 1-12 for all tenants.
Version 22.6.0
Release Date: April 8th, 2022
REPORTING AND ANALYSIS TOOL
Feature Enhancement - Enhanced Reporting and Analysis Tool style Reports so that if no filters have been configured it will navigate you right into the report instead of a dialog box. As part of this update we also enhanced the dialog box to include a progress bar displaying the number of records when print is clicked.
Feature Enhancement - Enhanced the filter dialog box on Reporting and Analysis Tool style reports to be a multiselect. Also included a "select all" option.
Feature Enhancement - Added support to be able to copy new style Reporting and Analysis Tool Reports.
dashboard
Feature Enhancement - Added support to the new Dashboard for Grid View Data Entry. When a form has at least one field flagged for Grid View Data Entry, the menu item will appear under the ellipsis on the dashboard automatically and is no longer dependent on a page right.
Feature Enhancement - Enhanced the Listings Card on the Dashboard to support mult-select functionality for all fields.
integration
Feature Enhancement - Added new text file integration import data flags for four more medical fields.
CLEVR FORM EDITOR
Feature Enhancement - Enhanced the date format attribute on a date picker to support different date formats. Some examples of the supported formats include MM/DD/YY, YY-MM-DD (Default), [D M, Y], [D MM, Y] etc.
form manager
Bug Fix - Resolved an issue that was causing Notifications not to appear within the Form Manager if assigned to a direct supervisor.
Version 22.4.0
Release Date: March 4th, 2022
DATA INTEGRATION
Feature Enhancement - Enhanced the SIS integration to be able to exlude locations based on the location number.
DASHBORD
Feature Enhancement - Enhanced the form dropdown on the Listings Card to support instance based searching - you can now type your form name into the dropdown to return results instead of being required to pick a the form name from the dropdown. Both options will be supported, you will be able to select the form name from the list and be able to type the form name.
Feature Enhancement - Enhanced the Listings Card to include date of birth as a searchable filter.
Bug Fix - Resolved an issue with the Listings Card on the new dashboard that was causing fields that were deflagged for Advanced Search or fields to continue appearing. Also corrected an issue that was causing fields with changed descriptions to appear under the previous description.
Bug Fix - Updated the Add screen found on the Listings Card to default to the status of active instead of blank.
Bug Fix - Resolved an issue with the Listings Card that was causing the rows per page not to be retained when the user navigated away from the Dashboard.
EDITOR AND FORMS
New Development - A new record locking function has been deployed to allow fields to be saved as the locking mechanism on the record is triggered.
Feature Enhancement - Enhanced file banks to better support granting users access to previously uploaded files.
Bug Fix - The process to collect email lists has been refactored to enhance performance. An attribute, "sendemailroles" has been added to the clevr Form Editor allowing users to limit which roles will be included in the 149470 custom type.
Version 22.2.0
Release Date: February 4th, 2022
Form Manager
New Development
A new feature has been developed to automate the on demand integration (Import Data) process to run at night for clients with text file integration. This can be configured within the Form Manager.
Feature Enhancement
Enhanced the Copy Notification option within the Form Manager to support updating the notification name.
Bug Fix
Resolved an issue with the Form Mangement module that was causing the Notification card to load slowly.
SIS Integration
Feature Enhancement
The On-Demand form integration (import data) has been enhanced to support the extended contacts feature within PowerSchool. New SIS flag attributes have been developed that can be applied with the clevr Form Editor.
Enhanced the SIS integration to be able to exlude locations based on the location number.
Dashboard listings card
Bug Fix
Resolved an issue impacting the Records to include search criteria in the Listings Card that was causing a single record to be returned in the results instead of all records. In some scenarios this resulted in records not being found, and if multiple records matched the criteria only one record was being displayed in the list.
Resolved an issue with the Listings Card on the new dashboard that was causing fields that were deflagged for advanced search to continue appearing.
clevr report editor
Bug Fix
Resolved an issue with the HTML Report Editor that was causing grouped check boxes on the report to appear in the reverse order than they did on the form.
Version 21.25.0
Release Date: January 6th, 2022
editor
Feature Enhancement
A new attribute called attribute after-tab-load has been implemented that is executed after docready commands. They are available on the main page, tabs and dynamically loaded tabs. New error handling has been added to Docready and after-tab-load attributes.
The process for loading repeaters has been optimized to enhance performance.
Dashboard
Feature Enhancement
A new option called Summary Reports has been added to Listings Card which allows the user to access legacy summary reports from the new Dashboard. The option is added to the ellipsis and is available only if the form has summary reports and the user is navigated to the 4500 page.
When ‘Subject of form’ access right is configured for a role and form, the form is not displayed in the list of forms for the user. This is limited to new Dashboard Listings Card.
Implemented the ability to restrict access to records if not Group Owner / Supervisor in the Listings Card. When a person is assigned to a clevr group that has a group owner/supervisor assigned and the person is not the group owner/supervisor then only allow the person to see their own record (similar to Private Form). When a person is a group owner, they should see all records in that group. If a group does not have a group owner, then the person can see all other records for people in the group.
Enhanced the ability to hide the All Records, Completed Records and/or Uncompleted Records in the Metrics Widget. The attributes can be set within the Editor.
Added the option to set a Saved Search as the default in the Listings Card. Default saved search is presented to the user every time when the user logs in and lands on the dashboard. If no default is set, no saved searches will be applied to the listings card. It also allows the user to replace the default search to the current Saved Search if a default is already set on another saved search. No warning is shown while switching the default search selection.
If form categories have not been defined for a tenant then the form categories selection field in the listings card is not displayed.
SIS Integration
Feature Enhancement
Added option to import supervisor file into clevr Groups and Classes as part of nightly integration.
If a staff member has classes in a location that is not included in the staff file then add the location to the staff.
New feature implemented to send an email with a summary report with the results of the nightly integration.
Form Management
Feature Enhancement
The maximum character limit has been increased in the Email Message field in Notifications in Form Management. Notification Editor has been removed from the Tenant Module.
New feature to automatically populate fields flagged for SIS Integration based on a new Form setting. When this flag is set all fields flagged with SIS integration will be automatically updated after the tenant has been successfully integrated.
Added the Link Form card in Form Management that allows a user to configure forms that can import data from one form to another. This feature is only available to users with the Editor access to the source and target form. The user can configure the form using the New Link option in Link Forms card.
Login
Feature Enhancement
If a user is associated with the role of Staff Without Role and does not have a default landing page or default form and no access right for login pages, the user is no longer able to login to clevr and the following message is displayed “Your account is currently disabled. If this was done in error please contact your clevr administrator.” A user assigned to Staff Without Role must have a default form assigned and the Login page right in order to login to clevr.
User Profile
Bugfix
Fixed an issue for validating image orientation in upload of images in User Profile.
Version 21.23.0
Release Date: December 3rd, 2021
DASHBOARD
Feature Enhancement
The Metrics Card has been optimized to enhance performance
Two new fields were added to the Listings Card, “Most Recent Records” and “All Records” that allow a user to select which records to include. If not selected, the default is to include the most recent records.
EDITOR
Feature Enhancement
A new Custom Type, “Dynamic Staff Access”, has been added giving a user the ability to grant or revoke access to a specific student.
A new attribute entitled “show-if-locked” has been created, which when set to true, allows the image to be displayed. This has been implemented to resolve an issue where images were not being displayed in the Locked Records.
Bug Fix
Fixed an issue involving repeaters where invalid inputs carried over to a new instance of a repeater when “Add” was selected.
Resolved the issue where parent forms were being locked after being copied.
MERGE PERSONS MODULE
Feature Enhancement
The Merge Person stored procedure has been optimized to enhance performance.
SIS INTEGRATION
Feature Enhancement
Updated the existing PowerSchool on-demand integration (Import Data) to pull extended contacts from Powerschool.
User accounts for parents can be created for students that have records in clevr.
form management
Feature Enhancement
A new option, “Create Copy”, has been implemented within the Form Management module which enables the user to make a copy of a form. The option to include reports is available if the form has HTML reports associated with it. This implementation also addresses an issue where the parent form would stay locked for editing when copied.
A new option, “Delete Form”, has been implemented within Form Management module which allows the user to delete the form and the records associated with it. The form cannot be deleted if it is assigned as a default form for a role or user.
Version 21.21.0
Release Date: November 5th, 2021
Bulk Print and Print Reports
Feature Enhancement:
The Report Printing process has been optimized to enhance performance. This change impacts Bulk Printing, Print Reports, and Multiple Reports in the form.
Data Integration
Feature Enhancement:
The nightly integration process has been updated to include a new Performance Review date field. The supported date formats are YYYY-MM-DD or YYYYMMDD.
Dashboard
Feature Enhancement:
New option added to Listings card to display and manage the saved searches associated with the form. The user can edit or delete the saved search including columns to be displayed in the list. Saved searches are managed from a menu dropdown on the Listings card. Once the saved search is defined for the form, the next time the form is selected in the listings card it will default to the first saved search. This option is only available to users with the Save Search page right. The user with the Save Search page right can modify the searches they created and can select any search assigned to their role.
The Person Status option in the Listings card has been updated to support multiple person status selection.
The Listing Card has been updated to limit access to records when a form and role is configured to only provide access to ‘Guardian only records’. The list of ‘Guardian only records’ is based on the guardian and student relationship when data is imported via the nightly data integration or based on the Record Access requests using the Student Record / Guardian Access card. Records that are created via the nightly integration are shown in the Student Record / Guardian Access card. Additionally Guardian student relationships can be viewed under the clevr Groups and Classes module.
Bug Fix:
Fixed the issue in the Listings card which prevented the "number of records to display" from being saved.
CLASI Integration
Feature Enhancement Request:
The school reporting year has been added to the CLASI upload process. A new dialog with the School year dropdown is presented to the user after pressing the CLASI Upload button.
Self Service - Approvals
Feature Enhancement Request:
New options added in the Self Service Approval module to Revoke and Update the Expiry Date. Revoke option allows the user to revoke active or approved requests. Update Expiry allows the user to remove or update the current expiry date for the selected request. If the expiry date is set to today's date the records will expire immediately.
New columns added in the Self Service Approval module to display email address and phone number of the requester.
Version 21.19.0
Release Date: October 7th, 2021
Bulk Print and Print Reports
Feature Enhancement:
The Report Printing process has been optimized to enhance performance. This change impacts Bulk Printing, Print Reports, and Multiple Reports in the form.
Data Integration
Feature Enhancement:
The nightly integration process has been updated to now create ‘person’ records for locations. This was added to support forms that are location specific.
Dashboard
Issues Resolved:
Resolved the issue that prevented users from accessing the “Navigate to New Dashboard” feature in the menu. This is only applicable to users that are not on the new clevr Dashboard.
Resolved the issue that prevented the students from being removed in the Listings card on the new dashboard.
Version 21.16.0
Release Date: August 21st, 2021
EDITOR CUSTOM TYPE
The Editor now includes max-limit attribute to control and set limits to the number of times an Editor-Repeater custom type can be added within a form.
LISTINGS
Students records that are manually removed will no longer be added back to the home screen or dashboard when an integration runs.
FORM MANAGEMENT
A new card for the Form Management module has been developed which grants users the ability to assign permissions to a form for each role similar to the Configuration Module.
Users with the Form Management role now have the ability to associate a form to multiple categories.
NEW DASHBOARD
The Metrics Card on the Dashboard has been expanded to include additional flags. A single element now supports having multiple metrics flags based on the value selected - For example if a dropdown has options of limited, satisfactory, and unknown, a single flag can be created to count the records that have either "limited" or "satisfactory" selected within the field.
NOTIFICATIONS
Form name can now be added to both the subject line and body of an email.
Form elements (checkbox descriptions, text areas and radio button descriptions) are now displayed in the body of an email notification.
Added the ability to view and manage notifications that have been associated to a form.
On Notifications where “exclude sending email” has been selected, the notification gets added to the notification board but it will refrain from sending an email.
RECORD ROLLOVER
Status page added to the Record Rollover module displaying the number of records and locations processed.
SEARCH
Add Record Status field can now be filtered under the Persons field
SIS INTEGRATION
Homerooms classes data can now integrate into clevr for clients using Maplewood Integration
Version 21.10.0
Release Date: June 4th, 2021
New Dashboard
Within the Listing Component users will now be able to customize which fields appear within the results. This setting can be configured at a dashboard template level and further configured by a user.
Implemented new Dashboard card to display messages. The clevr message card provides the option to share messages with everyone with access to the card. Messages are driven based on the Alerts module.
Text File Integration
A new process has been developed for text file integration clients to create parent accounts using the data in the StudentDemographics file. This is a configuration setting that needs to be enabled by clevr.
Implemented support for multiple languages for labels within the Editor using the new localization attributes. If the language attribute does not exist for the user's language, the label will default to the existing label description. NOTE: This is only applicable to labels / text not data inputs such as text boxes, text areas, and dropdowns.
Editor
Created a new Editor Custom Type (person_uniqueId) that displays the Person ID and cannot be edited.
Bulk Image Upload
Created the ability to upload images in bulk. To upload multiple images the image name must match the person proprietary ID or local ID. Images can be uploaded as a single file or within a zip file. Supported file types are JPEG, GIF, PNG, or BMP.
Printout Performance Logging
Implemented new backend logging to help determine printout bottlenecks.
clevr fixes
Integration Routine - New matching criteria has been introduced for staff integrations to alleviate duplicates arising from name differences between the primary data source and and secondary source.
SPS - Resolved an issue with Import Data that was not pulling unit # for some addresses.
clevr Login - Resolved an issue that was preventing users from being able to log in if their password had a +
UGDSB - Resolved an issue that was causing students to duplicate if they had a name change.
Version 21.8.0
Release Date: May 7th, 2021
Login Screen
On the clevr login screen, the font size for Self Service - Create Accounts has been increased.
New Dashboard
Replaced the filter function with default filters for: “status”, “role”, “last name starts with”.
Optimized the search query on the dashboard.
Created the ability to set a saved dashboard template as the default landing page for an automated role.
Created the ability to save and share a search for the New Dashboard.
Added a clevr Profile search to the New Dashboard. This new search will allow users to search for a student or a staff member. Selecting a person will open their clevr Profile which shows all forms they currently have a record for.
Added linked accounts functionality added to the New Dashboard.
Record Rollover Module
Updated the “Exclude students current in grade” filter within the Record Rollover module from a dropdown to a multi-select.
Transitioned Record Rollover module to use MVC and added the ability to support multiple languages. The module will now be displayed in the language the user has selected in their clevr Profile.
Increased the timeout length for Record Rollovers to 60 minutes.
Version 21.6.0
Release Date: April 2nd, 2021
files and links
Updated files and links bank so that the delete button is no longer available for roles with read only access.
editor custom type
A new custom type has been created to allow the user of a form to click on a link that will navigate the current person the user is on to another form. The form to go to is specified in the attributes and the ability to force a new active record is also specified.
sis integration
When a new tenant is added there's a trigger in the database to automatically set the tenant to the new SIS Integration (2.5). With the introduction of the regions within the SIS, an update has been applied to default the SIS region based on the province selected for the client. If no value has been entered, it will default to the Eastern Region.
Regions/SchedulesWestern - BC, AB, YK - Starts at 12PM EST
Central - SK, MB, NWT - Starts at 11PM EST
Eastern - ON, QC and customers that don't have a region tenant setting configured (basically the current configuration) - Starts at 10 PM EST
Atlantic - NS - Starts at 9:30 PM ESTThe integration routine was using only the proprietary ID number when finding a location to make a match. The logic has been updated to include the LocalID and tenant if a match is not found when using ProprietaryID and Tenant.
menu
A new menu option "Form Management- Categories" has been created for both the new and legacy menus with a Page Right for Form Management - Categories. Within the new menu, this can be found within clevr configuration. Within the legacy menu this can be found under Admin.
A new menu option "Self Service - Approvals" has been created for both the new and legacy menus with a Page Right for Self Service - Approvals. Within the new menu, a new top level option has been created after Bulk called “Self Service”; Self Service - Approvals can be found under this new menu option. Within the legacy menu this can be found under Admin.
new dashboard
Created the ability to save an existing dashboard setting as a template. This option is only available to users with the new “Dashboard - Save as Template” Page Right.
Added a new option for the New Dashboard to search by person instead of the legacy method of searching by form. The Profile Search component allows a user to search for person records with the results being a list of people matching the criteria. Clicking on a person within the new person search will load their clevr Profile which can take a user to whichever form they desire.
french language support
Updated the email module to support French clients. The language within the body of the email function has been translated into French. The language present within the email function will default to either English or French depending on the tenant setting.
form level access rights
Created a new form level access right to flag a form as “Public”. This works in conjunction with full access, no access, and read only access and is used to control which person’s records are accessible to other roles. This new right is the opposite of marking a form with private form access where a role can only see their own record.
New options:
Default - use groupings and classes to determine access to records. Class-aligned roles will see only students present within their classes, non-class aligned roles will see all persons.
Private - a user can see only their own record
Public - records created for the form will be available to everyone in the role
If Public is selected the following message will be displayed: The contents of this form will be available to everyone with access to the form.
page rights
Created a page right to control whether a role has permission to delete records from the Homescreen. This page right controls access to the red X.
clevr fixes
HCSD - After changing the password for the first time on a newly created account the redirect was pointing to the wrong URL. This has been corrected.
Locked Records - Locked records could be edited by changing the element attribute within the console which allowed data and edits to save. This has been updated so that a check is performed to see if the record has a locked status and if it does data is not saved and an error is returned.
Version 21.3.0
Release Date: March 5th, 2021
self serve user account creation
Developed a new login screen that can be enabled for a tenant, that offers a self-service option for users to create their own account.
Created the ability to flag a role as self-service, which is the default role assigned to accounts created using the self-serve option. One role per tenant can be flagged using the self-service option.
Self-service accounts will also have their own landing page with the ability to create a record and a list of records available to the user.
Created a “request record access” option for self-serve accounts that allows users to request access to an existing person in clevr. Any time a registration is requested, the request is audited.
integration
Created the ability to exclude gender from a tenant to remove the gender field from the ribbon and various other screens.
Updated the integration routine matching process to prevent duplicate persons when the same name and ID number are used.
new dashboard
The logout and home icons and menu buttons have been removed from the header when the new dashboard is set as the landing page within an account.
clevr fixes
UGDSB
Added functionality to log tables so when multiple log entries have the same date, they are secondarily sorted based on record ID number.
Resolved an issue returning an error when import data was triggered on forms.
ECSRD
Resolved an issue blocking parents from being able to log in.
Version 21.1.0
Release Date: February 9th, 2021
integration
PowerSchool Integration
Refactored the PowerSchool SIS Integration routine to use PowerQueries to get data to support concurrent enrollment. When enabled for a tenant, PowerSchool Concurrent Enrollment allows co-teachers to be able to access their students and allows options students to be accessible at all schools they are enrolled in. This functionality has only been enabled for clients who have specifically requested it.
Text File Integration
Updated the Text File SIS Integration routine logic so that the gender field is optional instead of mandatory.
Import Data On-Demand Integration
Updated the On-Demand Integration function to optimize the performance of Import Data on student records. Triggering an import data on a student record was taking a very long time, now data will be temporarily cached for the call. Additional logging has also been added, if an error occurs this will be logged within the OnDemandErrors.log.
Student User Accounts
Added support to generate student accounts based on the Tenant Settings. When a tenant has been flagged with “CreateStudentAccounts”, student user accounts will be automatically generated. Creating Student Accounts requires the below conditions:
Creates student accounts for active and pre-registered students
Accounts will only be created if the student has a valid email address
If the “CreateStudentAccountsGrades” flag is set, then only accounts for specified grades will be generated
clevr account passwords are randomly generated, as LDAP / AD / SSO logins are required for this functionality
New dashboard
The foundation for the upcoming new Dashboard to support clevr components such as Listings, Metrics, Quick Links, Menu, and Location Select has been created.
Printing
The “GetRecord” function is used within printouts to get data from a specific element. This function has been optimized to cache the data for a record when printing reports.
notifications
Changed the email address clevr notifications are deployed from. Previously notifications were sent from support@clevr.ca, they will now be sent from notifications@weareclevr.com.
clevr fixes
DDSB - Resolved an issue surrounding duplicate school locations for DDSB.
ASD - Resolved an issue for Abbotsford that was preventing the text files from integrating when they were uploaded to the file root directory.
LSSD - Resolved an issue for LSSD that was causing “all entries” log printouts to duplicate records on SLP Logs, Psychologist Log, OT Log, Social Worker Log, PT Log, and School Counsellor Log.
version 18 release notes
Version 18.6
Release Date: January 8th, 2021
18.4 Hotfix
Removed Adobe Flash dependency from clevr which was used for the copy / save function on the Homescreen, Advanced Search, User Module, Tenant Module, Groups and Classes, and the Login Audit Log. The previous copy / save buttons have been replaced with a button that says “Export” that generates an excel file of the requested data when clicked.
User Profile
Within the User Profile module users can now upload an image to personalize their profile.
clevr fixes
Forms
PCS - Community Service Seal Form - Resolved an issue that was causing repeaters to overhang the bottom of the tabset when triggered two or more times.
DDSB IEP > IPRC form to form integration - Resolved an issue that was preventing the form to form integration from working consistently for non identified students.
BTPS ISP - Resolved an issue that was preventing checkboxes from appearing on the printout.
CBE - New School Development Plan - Resolved an issue with the export process that was causing some fields to show up as “#Name?” in the report.
Version 18.4
Release Date: December 4th, 2020
CLASI Integration
If CLASI integration is enabled, new settings have been added to the clevr Form Editor. A new option to select the document type based on the list of available options within the CLASI API. This will be used to generate the document title when the report is created.
If the document type has not been set within the Editor for the form specified, an error message will be generated letting the user know the document type must be defined before the report will generate.
advanced search
Previously when a new field was flagged for search on a form it would take up to 30 minutes after publish for this newly flagged field to return results. This has been updated so that all newly flagged items will return results immediately after publication.
import data
JK, PK, SK and K grade level values in PowerSchool are stored as 0 and -1. Logic has been implemented to convert 0 and -1 values to JK/PK or SK/K when import data is triggered on a form.
clevr fixes
Forms
Resolved an issue that was stopping show / hide logic from working correctly on the BTPS - ISP form
Resolved an issue that was causing a repeater to overlap the bottom of the form when triggered.
Added logic to the DDSB IEP so that form to form integration is blocked when “Student is not formally identified but requires special education program” is selected in the reason for developing IEP field.
Grid View Data Entry
Resolved an issue with Grid View Data Entry that was preventing school dropdowns from loading correctly.
Advanced Search
Resolved an issue with duplicate descriptions that caused Advanced Search from returning results when two or more descriptions were the same.
Account Automation
Resolved an issue with role precedence for Pembina Trails School Division.
Version 18.2
Release Date: November 6th, 2020
change password module
The old Change Password module has been replaced with a new User Profile module. The User Profile module displays basic information about the user including; role, list of languages available for selection, and a list of modules that support translations.
data integration logs
Added functionality to the Data Integration Log View module to support validating demographics text files submitted for the import data process.
clevr form editor
The datepicker element has been updated to support an onchange event. With this update when a Date is selected a subsequent alert notification can be displayed.
report editor
Created new ifblank and ifnotblank logic in the Report Editor for individual repeater elements.
clevr fixes
User Account Automation
Previously when creating automated user accounts the system was using the email address as the clevr user name which could create duplicates. This has been updated to include person ID in the clevr username when the email doesn't exist (first.last.personID@domain).
version 17 release notes
Version 17.6
Release Date: October 2nd, 2020
notification board
Added a setting to the Notification Board Administrator view module to enable or disable notifications. Disabled notifications will be deactivated and removed from the notification boards of all users.
Added functionality to the Notification Board to support archiving notifications. An additional setting to reactivate notifications has also been created.
clevr form editor
Two new Editor Custom Types (“Common: Validated Input” & “Common: Validated Input Time of Day”) have been developed that validate input to control what formatting or type of data can be inserted into a field. These custom types are only able to validate user input, it is restricted for import data or form to form integration.
new text file validation module
A new module has been created to upload and validate text files (locations, staff, student, student demographics, classes, etc).
clevr fixes
clevr Form Editor
Resolved an issue with the Rich Text Editor Custom Type that was preventing it from working correctly.
User Account Automation
In SSO implementations with parent logins, staff who were also parents were occasionally being logged into their parent accounts instead of their staff accounts when the email address between the accounts were the same. We enhanced the login to use role precedence to locate the correct account when multiple matches are found. If role precedence is not defined then RoleID is used as the priority.
Printouts
Resolved an issue with parent account implementations that was preventing parents from being able to generate printouts.
Dynamic Charting
Resolved an issue with Dynamic Charting that was preventing charts from generating.
Forms / Records
Resolved an issue affecting multiple clients that caused the records of inactive students to disappear from the Homescreen unless a user hit the add button.
Resolved an issue on many forms that was causing only a single school to appear in the school dropdown on forms.
Version 17.4
Release Date: September 4th, 2020
RECORDS TRANSFER TO HOMESCREEN AT NEW LOCATIONS
Previously, if a person transferred to a new location within the district, they were associated with the new location by the integration routine, however the records from their previous location did not appear on the Homescreen automatically. A new setting has been created for the clevr Form Editor to transfer records to the Homescreen when the location is updated.
Notification board
A new feature has been created for the Notification Board Admin View to give users the ability to archive notifications that have been processed / are no longer required. The notifications will not be removed, they will be archived, hidden from view, but still accessible.
FORMS
Access to the delete button within logs can now be controlled with access rights. Previously any user had the ability to delete log entries, even if they had read only access to the form.
clevr fixes
User Account Automation
Resolved an issue that was preventing the default form and location to update within automated user accounts.
clevr Forms
Resolved an issue for many forms that was causing the school dropdown to contain only a single school.
Record Rollover Module
Resolved an issue with the Record Rollover module that was preventing locked records from being cloned.
Version 17.3
Release Date: August 20th, 2020
clevr profile
Created a new clevr Form Editor attribute called profileField which is used to flag any field on any form to appear within the clevr Profile module. All existing required fields have been scripted to have the profileField flag. The clevr Profile previously only displayed required fields, this attribute allows relevant but not required fields to be displayed.
form editor
A new option within the Editor Page Properties section has been implemented to allow form creators to opt to auto-create records for a specified role for the new form. This function will add all persons with the selected role to the form when the nightly integration runs.
Notification board
Added a new administrative view to the Notification Board. The Notification Administrative view will display all notifications sent or received by end users for a tenant.
new integration status log module
A new internal facing module has been developed to expose details surrounding the nightly integration. The logs include whether the integration was successful along with details impacting any failures.
Version 17.2
Release Date: August 6th, 2020
New Gallery additions
More forms have been catalogued within the new Gallery that was introduced in clevr V16.4
Record rollover scripting
A script was run to apply “DoNotClones” to all notifications and finalization fields on all forms for all clients. This was completed as part of the record rollover process - notification and finalization details from the previous record are not required in the record for next year.
reconfigured notification board
The reconfigured Notification Board is now available. Now users will be able to see notifications they have sent and received along with being able to open the specific record the notification is about from within the module. Users can include Filters to make the Notification Board most efficient for their use.
clevr fixes
Advanced Search
Resolved an issue with the “Refine Search” button within Advanced Search that would not return results unless triggered a second time.
clevr Form Editor
Resolved an issue that was causing the form copying process to fail.
Password Reset
The language within the password reset function was changed from “forgot password” to “reset password”.
Signature Module
Resolved an issue with the signature module that was preventing capitalized file extensions from being recognized as images. For example, you can now upload both .png and .PNG files without issue!
Client Specific
CRBOCES - Resolved an issue with the US cloud environment that was preventing the role dropdown from appearing within the Groups and Classes module.
SRSD - Resolved an issue with the Location Logos module for the SRSD tenant where rights were missing from the module despite the page right being enabled.
RPS - Resolved an issue with a query that populates the current school that was not filtering out inactive locations.
VERSION 16 RELEASE NOTES
Version 16.6
Release Date: July 2nd, 2020
bug fixes
Client Specific
KPR - Resolved a permissions issue for KPR that was causing an error message of “-1” to appear when attempting to delete records.
PemT - Resolved an issue that was causing the email function to display the wrong school name for Pembina Trails.
UGDSB - Resolved an issue for the UGDSB - Social Worker Referral that was preventing a dropdown within a repeater from resetting upon triggering delete.
DDSB
Added COVID messaging to the DDSB - Alternative Report Card Printout. The message can be found directly above the Reporting Period and report date fields - “This report card is for a reporting period that included provincially-mandated school closure from March 13, 2020 – June 30, 2020.”
Resolved an issue that was preventing the SEA Application - IEP form to form integration to fail for DDSB.
Resolved a Chrome specific issue on the DDSB - IPRC that was causing the parent decisions dropdowns to populate incorrectly.
Version 16.4
Release Date: June 4th, 2020
new record rollover module
clevr 16.3 includes our new Record Rollover module! This new stand alone module puts more rollover options in the hands of our users. New features include:
Multi-select function for locations
Only forms marked as “Record Rollover” will appear in this module instead of all forms. Forms can be quickly added if missing.
Ability to exclude students by grade (perfect to avoid creating unnecessary records for grade 12s who are graduating. This option will lock the records of the selected grade without creating cloned records.
Ability to bulk lock without creating new records
new record rollover report
New function that generates a tab delimited report for Record Rollover settings. The report includes all forms flagged for record rollovers and whether they have the following settings: create new record, copy existing data into new record, fields flagged for Bulk Data Entry, and fields flagged as DoNotClone.
clevr editor - rollover flags
Added new flags within the Page Properties tab of the clevr Editor to flag forms to appear in the new Record Rollover module. Additional settings include whether a new record should be created during the rollover and if so, should the content from the previous record be cloned into the new one or should it be blank.
tenant module - new record rollover modules page rights
Added new page rights within the Tenant Module - clevr Page Rights tab to support controlling access to these new modules in a role based fashion:
The new Record Rollover module
Tenant Module - Form Rights Report
Tenant Module - Page Rights Report
clevr forms and page rights report
Added a new function to generate a CSV extract of role based form access rights or role based clevr page rights for the tenant with the click of a button.
clevr notifications
The clevr Notification Action Editor within the Tenant Module has been updated to remove the “select all” option within the “Roles to Notify” field.
Added functionality to prevent role based notifications from deploying if the school field contains a null value.
Added functionality to support easier testing of notifications. If the person ID or user ID provided does not have an email address associated with their clevr account, the return notification will fail to send.
bulk print - integration with clasi
Implemented the ability to submit PDFs created by the multi-zip function to CLASI via API. This new function can be accessed via the Bulk Print module.
new gallery
With clevr V16.4 the new enhanced Gallery is now available! The Gallery is a space where you can view and try forms used within other clevr implementations, without involvement by the clevr Team. The new enhanced Gallery has replaced the old Gallery and is accessed via the same icon in the top left icon bar. Enhancements made to the Gallery include:
Forms are grouped by category (ex: by province, medical, transportation, etc)
An enhanced search to help you find what you need
A “Form Details” section which provides a brief summary of the form
Count of downloads
Star rating system
The ability to try the form! Use the “Try It” button for a preview of the selected form. Users can interact with the form as if it were in a sandbox environment. The following functions are not supported with preview mode: email function, printouts, spellcheck, file banks (uploading files to the record)) and will generate this message if triggered: “This feature is not available during the form preview”.
add person screen
Within the add screen, the ID number that displays for students was changed from the Proprietary ID number to the Local ID number to remain consistent with the homescreen and Advanced Search.
bug fixes
Bulk Printing
Resolved an issue that was causing the Bulk Printing module to generate an infinite loop while creating a new tab when it failed to load the resource.
Version 16.2
Release Date: May 7th, 2020
menu modernization
Updated the menu in clevr to give it a fresh, modern look. The update will allow for a more responsive clevr on different devices.
login audit log
Added functionality to the Login Audit Log module to capture active directory login methods in addition to standard clevr logins including LDAP, ADFS, SSO. We also added two additional reporting fields - login type and user match. When a login fails for ADFS or SSO methods the attribute that caused the failure will also be captured if the attributes sent back to clevr do not match a clevr user account (ex: clevr username).
site optimization
The number of database calls has been significantly reduced which will help reduce loading times significantly.
advanced search
Created a new status within the Advanced Search module for “Transferred Out” students. The “Transferred Out” status is automatically applied to students who are no longer registered within the district. The status filter within the Advanced Search module has also been changed from a dropdown to a multi-select to support dynamic filtering.
bug fixes
Client Specific
BSD - Resolved an issue with the repeaters on the TIP subtab of the BSD Student Specific Plan that was causing pressing the repeater to render the entire page blank.
GSSD - Implemented functionality on the GSSD Speech and Language Contact Tracking to support uploaded files being accessible from any log entry instead of just the record they were initially attached to.
GSCS - Resolved an issue on the GSCS - Running Records custom report that was causing pie charts to generate a blank tab.
DDSB - Resolved an issue for DDSB that was preventing import data from working on a student’s record.
VERSION 15 RELEASE NOTES
Version 15.6
Release Date: April 3rd, 2020
NEW ROLE - “STAFF WITHOUT ROLE”
When creating a new Tenant, a new default role will be created automatically with the five other default roles - 411 Staff Without Role. This role is disabled (no access to forms, permissions, or modules) and is used for staff without matches in the source file used for role automation, inactive accounts, etc.
CLEVR WEBSITE: OPTIMIZE LOADING IMAGES
Image loading times have been sped up across the site. Loading images was impacting site performance and was causing it to load slowly, this fix will significantly improve loading times.
BUG FIXES
Tenant Module
Resolved an issue with the Tenant Module to prevent applying clevr page rights and form rights from producing an error message for all clients. To resolve the issue, the clevr page right for “login pages” has been removed from the clevr Tenant.
User Module
Resolved an issue that was preventing the dropdown view in the User Module which grants different access to different forms at different locations from saving correctly.
clevr Login Screen
Updated the clevr login screen message generated when an incorrect username / password combination is used to remove the phone number.
Client Specific
GECDSB
Resolved an issue on the GECDSB - SEA Equipment form that was preventing tabs from relocating when editing the form.
Version 15.5
Release Date: March 20th, 2020
AUTO-COMPLETE FIELD POPULATION
A new Editor Custom Type has been created which grabs data directly from the database to populate specially marked fields on a form. This feature was initially developed to facilitate the ability to import data into school or staff records, though it can be used for other purposes. Please contact clevr for more information about how this can be used in your implementation!
NEW PRINTOUT METADATA COLLECTION CAPABILITIES
Implemented to functionality to capture / view metadata contained within C# printouts. After generating a PDF, it can be opened with Adobe Acrobat Reader to view the metadata within File > Document Properties (C# only, not available for new style HTML reports).
NEW DATA VALIDATION FOR PERSONALLY IDENTIFIABLE INFORMATION
A new custom type and attribute has been created to verify if contents of a field include Personally Identifiable information (ex: first name, last name, email, person number, etc). If a match is found then the data should will not save and an error message will be generated.
BUG FIXES
Client Specific
PVNC
Staff will now be prevented from generating a printout until the form is completed.
On the CUPE performance Appraisal Form if an employee is given an unsatisfactory rating on any category, the form (when completed) should generate an email alert to the CUPE HR Officer.
Version 15.3
Release Date: March 6th, 2020
BULK PRINTING - ZIP REPORTS
The Bulk Printing - Zip feature has been updated to allow zip files to be generated without a password.
BUG FIXES
Client Specific
SPS - Resolved an issue on the SPS install on the clevr server that was causing the Spell Checker to fail and generate an error message.
KPR - Resolved an issue for KPR that was preventing the Editor role from being able to create new forms.
NECDSB - Updated the NECDSB Employee Incident notifications so that a single notification section on the form can deploy all notifications.
ALCDSB - Resolved an issue that was preventing the “last modified by” field from updating correctly.
Version 15.1
Release Date: Feb 6th, 2020
BUG FIXES
Interactive Dashboard - Resolved an issue on the Interactive Dashboard that caused a misalignment and overlapping of form tiles when a user had a record for one of the forms.
Client Specific
HPEDSB - Resolved an issue that was causing the new addition of an LDAP security group to fail and give an error message.
VERSION 14 RELEASE NOTES
Version 14.6
Release Date: Jan 9th, 2019
FORMS
Added functionality to populate location demographics information into a form based on a selection within the location dropdown.
BUG FIXES
Integration - The access token for import data calls for PowerSchool clients would fail intermittently. Added functionality to retry all requests if they fail on the first attempt with a set delay between calls to the server (500 ms). In addition the connection / web request has been updated to close properly.
User Module - Resolved an issue with the User Module on the clevr tenant that was causing it to get caught in an endless load when attempting to access it.
Bulk Data Entry
Resolved an issue where multiple elements within a repeater were updated with the Bulk Data Entry module a new instance was created for each element. Now only one instance is created.
Resolved an issue with the Bulk Data Entry module that was preventing checkboxes from being unchecked with the module.
Report Editor - Resolved an issue with the Report Editor that was preventing the title of the report from displaying correctly if special characters were used within the title.
Access Rights - Resolved an issue on the Internet Explorer browser where access rights were rendering incorrectly.
Client Specific
Centre Nord - Resolved an issue with the Bulk Printing Module that was blocking OptionsLists that contained special characters from filtering correctly.
Version 14.4
Release Date: Nov 28th, 2019
2.0 INTEGRATION - NEW ROLE
A new role called Staff Without Role has been created for all clients to facilitate user account automation / role alignment. Any user account with the clevr managed = false setting in addition to no role or a missing role within the source system will be assigned the “Staff Without Role” role which does not have access to anything.
BUG FIXES
Advanced Search
Resolved a display issue within the Advanced Search results page that was causing students associated with multiple locations to have a separate entry for each location; it’s been updated so that if a student is associated with multiple locations they are displayed with a comma separated list.
Modified advanced search so that if a column heading is over 128 characters, they will be shortened and “...” will be appended to them.
Client Specific
RCCDSB - Resolved an issue with Files and Links bank on the ABA log that was preventing files uploaded to the record from being opened in a new window.
PVNC - Resolved an issue on the Incident, Accident, Injury Report that was causing the required fields icon to appear multiple times on the same element.
Pem T - Resolved an issue with the Groups and Classes Module that was preventing the classes from being displayed within the module.
RRSD - Resolved an issue on the RRSD Social Worker Log to limit results within the log table to display only records from that form only.
Version 14.2
Release Date: Oct 25th, 2019
TENANT MODULE
New improvements to the tenant module to quickly allow for role settings such as default form, and landing page to be updated for a role.
IMPORT DATA - NEW TEXT FILE FIELDS
Implemented new import data calls for clients integrating via text file. Import data attributes for the following SIS fields have been added: studentProvince, parent1Custody, parent1LivesWith, parent2Custody, parent2LivesWith, parent3Custody, parent3LivesWith.
BUG FIXES
Forms - Resolved an issue that was preventing the last modified by date stamp from updating correctly on the DDSB local install.
Notification Fixes - Resolved an issue where role based notifications were being deployed to the incorrect location when a district had multiple schools with the same name.
VERSION 13 RELEASE NOTES
Version 13.4
Release Date: Sept 4th, 2019
NOTIFICATIONS
Implemented as New function to send notifications based on person group and owner of the group. A notification can now be deployed to one or more group owners. Added an option for “Users Direct Supervisor” in the “Roles to Notify” field within the Tenant Module -> Email Notification -> clevr Notification Editor.
USER MODULE
Resolved an issue introduced with the 13.2 release that caused a significant delay within the User Module when attempting to save / update an account. The Stored Procedure was refactored to minimize the delay while updating User Accounts.
Adding functionality to automatically populate a value of “true” into the clevr managed setting when the field is blank and the account is updated.
EDITOR
Implemented a new feature to add a delete action to repeaters. Previously there was only an add action. Any JavaScript function can be incorporated to the onRepeaterDelete action.
BUG FIXES
Email Scheduler - Added functionality to the email scheduler to notify the user if the previously scheduled email failed. “Saved search” and “shared search” have also been removed from the headings of emails deployed with this module.
Tenant Module - Fixed an issue within the Tenant Module that was preventing forms that have custom permissions applied from displaying correctly.
Version 13.2
Release Date: July 23rd, 2019
INTEGRATION ROUTINE IMPROVEMENTS - SIS / AD INTEGRATION
For clients using Active Directory for user account creation, an option to include AD/SAML Account Name as part of the integration process has been created. A new table within the SISPersons table called “ADAccountName” has been created to facilitate this process. The “AD/SAM Account Name” field within the User Module is populated using the AD Integration process on SIS Integration 2.0.
EDITOR
When any user creates a new form or a copy of a form, rights are now automatically applied for the clevr admin and superuser roles on the clevr tenant to allow any form to be added to a sandbox.
TENANT MODULE
Implemented a Student Information System configuration tab within the Tenant Module to insert settings for Maplewood, PowerSchool, or Text File Integration. This feature is available for the clevr Support Team only currently and will help facilitate faster turn-around times for new tenant setups or SIS changes.
FORM FEATURES
New school dropdown option available for forms to display the city / town where the school is located. This option is perfect for districts with multiple schools that have the same name to assist end users with making the correct selection. The city / town name is displayed after the name of the school within brackets - Ex: Bayview School (Belleville).
BUG FIXES
User Module - Resolved an issue with the User Module that was causing some persons to have the “Project Manager” role assigned to them.
Tenant Module - Resolved an issue where newly created roles would see “ghost” menu options that their roles did not have permission to. Clicking on the “ghost” menu items would yield a white screen as the role did not have access to the module. Now newly created roles will only see menu items for modules they have rights for.