Release Notes

In version 2020.09 of the Logistics Portal, new features are available for mass assigning kit ships and kit devices replacement records to agents and searching the Fulfillment List page by phone number. Performance improvements were made to kit reprocessing and kit shipping, and the Kit Sync report was updated to fix an issue on production servers.

New Features

Version 2020.09 of the Logistics Portal includes the following new features:

New Feature

Description

Mass Assign Agents to Kit Ships and Kit Device Replacement Records

Kit ship and kit device replacement fulfillment records can be mass assigned to agents, so agents can be assigned to multiple records quickly.

Fulfillment List Search by Phone Number  

Vivify Support can search the Fulfillment List by the phone number attached to the record, so they can find the associated records when receiving inbound calls from patients.

Kit Sync Report Updates

The kit sync report was failing in production primarily due to the change in infrastructure. The report was updated to check both servers and the databases on both servers.

To improve performance in the Logistics Portal, several calls were updated to require less data to process.

Mass Assign Agents to Kit Ships and Kit Device Replacement Records

Kit ship and kit device replacement fulfillment records can be mass assigned to agents, so agents can be assigned to multiple records quickly. On the Fulfillment List page, in the Actions menu, a new Mass assign agent (x records) option is available. The x is the number of records selected in the Fulfillment List table. In the Assign Agent window, a list of agents is available.

You can select and assign an agent to both kit ship and kit device replacement records at same time. If a device fulfillment record is selected, an error message appears: “Unable to assign agent to Device Fulfillment Orders. Please select only Kit Ship and/or Kit Device Replacement Fulfillment Orders.” You cannot mass assign agents to device fulfillment records.

Example 1: Mass Assign Agent Option in Actions Menu        

Example 2: Assign Agent Window

Fulfillment List Search by Phone Number     

Vivify Support can search the Fulfillment List by the phone number attached to the record, so they can find the associated records when receiving inbound calls from patients.

You can search using Phone = (partial match) and Phone  == (exact match). The search returns records based on the values for phone 1 and phone 2 on the Ship To Address section of the records.

Example 3: Phone Search Options

Example 4: Phone Search – Phone 1 and Phone 2 in Ship To Address Section

 

Kit Sync Report Updates

The kit sync report was failing in production primarily due to the change in infrastructure. The report was updated to check both servers and the databases on both servers.

Example 5: Reports > Kit Sync Report

Example 6: Kit Sync Report

System Updates

Version 2020.09 of the Logistics Portal includes the following system updates:

System Update

Description

VIVY-3457

Status errors were appearing on the Patient Kit Ship page. Delivered to Patient status as well as the shipping history in/outbound tracking details appeared. When clicking the ship record, the Patient Kit Ship page still had a status of Ordered. This page was updated to correctly show the expected status.

VIVY-4358

The Agent on Logistics Portal > Fulfillment List page was not displaying any value for migrated records. The records were updated to display the Agent as expected.

VIVY-4376

A Migration script was created for closed Kit Ship record to transfer the kit pool name.