LRM Check Tracker

Changelog:

January 10, 2018: Grid Update:

  • Added IG Status Column to SF, MF and IMA Grid view.

March 28, 2017: Made modifications to the menu:

  • Appended the word "Checks" to SF, MF and IMA;
  • Added a separator between "IMA Checks" and "IMA Closeout" (in preparation for additional screens); and
  • Incorporated some speed improvements and bug fixes.

March 9, 2017: IMA Closeout update:

  • We now pull IMA Closeout status from an updated Intelligrants table.
  • Continued redesign of popup edit screen to increase readability and enhance functionality.

March 8, 2017: LRM Check Tracker Update: Removed Phone1 and Phone 2 fields, as they did not contain reliable data.

March 7, 2017: IMA Closeout update:

  • Duplicate Record identification repaired.
  • Began redesign of popup edit screen to increase readability and enhance functionality.

March 2, 2017: IMA Closeout update:

  • IMA Status is now being pulled from IntelliGrants (updated daily).
  • Functionality to add new records has been updated. If a known AppID is entered, that App's IG Status and IMA Status is automatically entered.

March 1, 2017: IMA Closeout update:

  • Grid now displays totals even if filtered results are only one page.
  • New Excel export results in a two-sheet (Backlog / Non-Backlog) formatted workbook, rather than a single unformatted sheet.
  • Excel column issues have been addressed.
  • Functionality to add new records has been returned, but only allows for insertion of non-backlog records.

February 21, 2017: IMA Closeout update:

  • QC reviewer names for each level now permit entering new names, rather than only selecting from a pre-defined list.
  • A new graphical "Current Level" icon has been added to easily identify the level status of each record.
  • "Closeout Status" selections have been modified.
  • Functionality to add new records has been temporarily removed.

February 17, 2017: Added IMA Closeout functionality:

  • Per each user's authorizations, only the functionality approved for you (LRM and/or IMA Closeout) will appear.
  • IMA Closeout data includes both Backlog and Non-Backlog, differentiated by a "Backlog" checkbox.
  • Editable IMA Closeout fields for each level of authorization are still in flux, and will be updated over the coming days.

December 1, 2016: Corrected issue in IE11 where hitting the Enter key while in edit mode kicks the user back to the Login screen. The application now simply cancels the current edit and returns to the grid screen.

November 7, 2016: Added a new column, "ICC Funding Eligible," to Single Family grid.

September 16, 2016: Replaced local password-reset code with a new WCF web service.

August 26, 2016: Disallowed password changes for multiuser accounts (e.g., "TeamView1," et al.).

August 23, 2016: Redesigned login page closer to enterprise standards:

  • You may now log in with either your username or corporate email address (with or without the @ suffix). This will be particularly helpful for first-time users who may have forgotten their username.
  • If you enter an email address that does not exist in the system, you will receive an "invalid email" alert. This will be helpful to determine if we have an incorrect email address for you.

August 17, 2016: Restricted memo field to 600 characters to prevent overflow in database.

June 27, 2016: Refinements to the new Refresh Data button. To avoid unneccessary updating, the button will now highlight when another user has changed the data underlying your current SF/MF/IMA grid (although not necessarily your displayed data, considering your filters, sorting, and page number). As long as the button remains blue, there is no need to refresh. UPDATE, 3:30PM: The autocheck has been reported as causing unexpected side effects, and so has been temporarily turned off.

June 24, 2016: By popular demand, a new button on the menu bar will refresh the data in the current grid without the user having to change grids or log out of the application and back in.

June 22, 2016: The sporadic "unable to save" issue has potentially been resolved. If you are still experiencing it, please let me know.

June 20, 2016: Distribution Team Member dropdown on edit screen moved from Release role to Tracking role.

June 10, 2016: Minor UI adjustments to ensure display consistency across all browsers.

June 9, 2016: Many sugnificant enhancements and bug-fixes:

  • Text-based filters for several fields were discovered to not return records containing NULL values when "[None]" was selected. These have been fixed.
  • OK2ReleaseBy, ReleasedBy, Outreach, DistBarrier and (for MF) Company/Person text-based filters have been replaced by easier-to-use drop-downs.
  • Fixed issue where Check Number filter text would disappear after filtering.
  • Per request: removed two items from Outreach drop-down.
  • Per request: removed ten / changed two items, and added "E-signature incorrect," to Barriers drop-down.

June 6, 2016: By entering a series of comma-separated check numbers into the "Check No" filter box and selecting "Comma-separated list" from the filter selector, you can now create a custom list of records for batch editing. Note that some minor UI issues remain, such as the need to click the filter selector twice, or potential conflicts with other filters that may be set.

June 6, 2016: Corrected issue with batch-updating IMA records.

May 27, 2016: Changed primary SQL to join on algaID rather than checkNo.

May 25, 2016: MF Callout Team Member drop-down filter now works.

May 23, 2016: Multi-edit Memo field updates now work as intended.

May 20, 2016: Multi-Record Updates are now available.

  • A new checkbox column has been added to facilitate multi-record updates. If not performing a multi-record update, record selection has not changed; either double-click on a row, or click on the row and click the "Check Tracking" menu icon. For multiple selections (new), you can use the checkboxes, click-and-drag down the rows, or use the "Select All" header checkbox.
  • Note that at this time, you can only batch-update records that appear on the current page. If more than 20 records need to be updated, you can change the grid's page size to display up to 250 records.
  • If updating multiple records, the popup edit box will display "(multiple)" for fields that contain disparate values for the selected records (and that field's label will be highlighted in blue). Changing this value, like changing any other value, will result in the new value being set for all selected records; leaving it as "(multiple)" will skip updating that value.