Release 135 Notes

R135 Sprint: 12/1/2023 to 12/31/2023. To learn about product features that you may not recognize, contact ClientSpace Professional Services.

Release schedule

Release updates are implemented by the group, as indicated in the following table.

Click to view the R135 release schedule.

The release schedule is subject to change and updated as required. To determine your group or ask questions, please log a case for ClientSpace Professional Services.

Sprint 12/1/2023 to 12/31/2023
Upgrade groups	Date of upgrade	Tentatively occurs on
Group 1	First Tuesday of the month	January 9, 2024
Group 2	Second Tuesday of the month	January 16, 2024
Group 3	Third Tuesday of the month	January 23, 2024

Enhancement

Enhancement groups are Change in Functionality, ClientSpace Premium (ClientSpace with additional modules), Advanced Administration, General, and Staffing.

General Enhancements

Case

Enhancement

61542

Added Plan Type Specific Fieldsets to the Benefits Plan Dataform

The Benefits Plan dataform has been updated to include a master Plan Design fieldset (System Admin > Advanced > Dataform Admin >Benefits Plan form > Action Center > Fields).

Within the Plan Design fieldset, there are sub-fieldsets named after the plan type, which is the value entered in the Category field of the Benefits Plan dataform. When you set up a Benefits Plan, upon selecting a Category, the sub-fieldset containing only fields relevant to the selected Category displays in the Plan Design fieldset. For example, if the Category is Vision, the Vision Plan Design sub-fieldset displays under Plan Design.

See Benefits Plan Management.

65716

Added Benefits Batch OBPs Search Dashboard and Mass Update Feature

A Benefits Batch OBPs search dashboard has been added:

It is accessed by opening a specific benefits batch on the Benefits Batch dataform and then clicking Associated OBPs (located in the Action Center under Links).

You can use Quick Search, Wildcard (%) Search and More Search to search by the following fields on the Benefits Batch OBPs search dashboard:

Quick Search (starts with):

Carrier	Type
Status

Wildcard % Search (contains):

Plan Code

More Search:

Carrier	Type
Status	Benefit Group

You can also select multiple Offered Benefits Plans on the Benefits Batch OBPs search dashboard and then click the Mass Update button to update the following fields:

Status	Rate Group Title
Contribution Method

See Using Mass Update from Benefits Batch OBPs Search .

65778

Added Ability to Clone Offered Benefit Plans

You can now clone Offered Benefit Plans (OBPs) from a parent company’s Benefits Batch record to a child Benefits Batch in a related workspace. This can save you time when you have related companies using the same Offered Benefit Plans.

Note:

The parent company is identified using the Parent Company field value specified on the Client Master record of the child workspace.
ClientSpace determines which child workspace Benefits Batch to copy into when you click the Clone Parent OBPs link. The workspace where you clicked the link is where the Benefits batch will be copied.

There must be a Parent Company Benefits Batch record with an Effective Date that matches the Effective Date of a Benefits Batch in the child workspace for cloning to be successful.

No configuration is required for the Clone Parent OBPs link. The link is pre-configured for you as a Benefits Batch dataform Custom Link (System Admin > Advanced > Custom Links).

See Cloning Offered Benefit Plans.

65780

Added Benefits Batch Search Dashboard

A new Benefits Batch Search dashboard has been added. The new dashboard can be added to user profiles to display by default on the Modules bar. Locate the new dashboard in the Modules List by clicking <username> > Modules and selecting Benefits Batch.

Features and functionality follow the same standards as other Search Dashboards in the ClientSpace system. This includes the ability to save searches, conduct a Quick Search, Wildcard (%) Search , or More (i.e., Advanced Filters) search, and sort columns.

Some highlights specific to the Benefits Batch Search Dashboard include:

The Wildcard (%) Search is a Contains search on the Client Name (i.e., Organization Name).
The Quick Search is an Equals search on the Client Number. You must type the exact Client Number to return a result.
The grid contains a Plan Types column so that you can view all Plan Types associated with a Benefits Batch as a convenient, comma-separated list as shown in the example below:

See Search dashboards.

65818

Added Benefits Batch "Assigned To" Field

A new Assigned To drop down field has been added to the Benefits Batch dataform. The field is located above the Status field as shown in the example below:

Fixes

Case	Issue summary	Resolution
65933	Corrected Channel Trigger Issue on Complex Workflows	Previously, when a complex, multi-level workflow channel was triggered from a dataform created by another workflow channel, the Channel Trigger conditions did not work properly in some instances as the Trigger Form conditions were not being evaluated properly. Now, workflow channels triggered from a dataform created by another workflow are properly evaluating the Trigger Form conditions.