Internal Feature Requests

Please can you add a X option to the tick box for the consent tick box so we can differentiate between a No consent from parent and a missed ticked box when entering data? Thanks

Reports >> Children Reports >> Child Immunisation Please add the children's date of birth. Currently, the report only displays the child's age. Please see: https://www.legislation.govt.nz/regulation/public/1995/0304/latest/whole.html#DLM207748

When running the Centre Funding Summary report and the Funding Advancement Data has not been added, the rate that is picked up for the 'Less Advanced (75%) Est'. in the Centre Funding Report is the 80 - 99% rate even if there is a Default Funding Rate of 100% set. Please improve the report so it picks up the set Default Funding Rate for the 'Less Advanced (75%) Est'

Please see this ticket created by Danielle: https://myxplorinfo.atlassian.net/browse/DIS-3617 outlining the 6 main areas of improvement. Currently, importing data from a competitor software into Discover takes a minimum of 5.5 hours for a single ONB data specialist. This process involves manipulating data exported from the competitor software into an Excel worksheet, then manually entering it into the appropriate fields in Discover, followed by uploading the workbook. This approach is slow, labor-intensive, and prone to human error. The lack of automation hampers our ability to efficiently onboard large groups or enterprise clients, and we cannot ensure the integrity of the data. Danielle's proposed changes offer a significant improvement in this area. These enhancements have been developed in collaboration with Kristy and Gilda, who have extensive expertise in the data import process.

Would be so good if we can please look at the way the license types are enabled in Discover. This is an important feature when we have situations like the Kindergartens changing ELC licenses to Kindergarten licenses. They tend not to make them relicense (with new MoE License/Service Numbers) which means they expect continued funding rules behaviour. This doesn't seem to align with COO (at this stage, although I am hesitant to poke the bear) where they are expected to start a fresh with funding rules. This isn't frequent but does occur. This change would result in a shortened handling time for the customer and our ONB team. Loom to visualise my written waffle: https://www.loom.com/share/ff677e2753d04df3bea86ce149e9d71e?sid=4ad2645a-ef96-4954-be9b-6ab058f000db Thanks team!

Make improvements to the page breaks, i.e. apply page breaks relative to the sections that can fit on a single page

Add the ability for Centres to turn off/suspend EAV email reminders for specific primary caregivers. There already is a function to suspend EAV Email Reminders but this has only been added for Past children/caregivers. This needs to be available for Current as well

Please include an option in the centre settings to choose what time EAV Reminders are sent. Centres are raising that they are receiving the emails at around 12am (midnight) and would like to make it a time they are more comfortable with.

We have had more and more educators reach out as enrolments are broken when children who have left, return and instead of using the 're-enroll' button, they edit the leaving date. This is very problematic as it creates a gap enrolment, from the date the child left to the date the child returns. That attendance is then floating and if an emergency closure is applied during that time, the gap enrolment cannot just be deleted as all attendance must be 'Unknown' to do so. It has to be logged in JIRA for backend access to remove this error. Not to mention the possible funding implications for any centres who do not catch on to the gap enrolment with no attendance being entered. It would be far more effective and less time consuming to disable the editing of the leaving date for past children to avoid this mistake entirely. Or at least pop up a warning before allowing the change to be saved, redirecting the admin/educator to the correct button - 're-enroll'.

Parents can claim back a portion of Donation payments made: https://www.ird.govt.nz/income-tax/income-tax-for-individuals/individual-tax-credits/tax-credits-for-donations The majority of donations are Charge Adjustments which are added to the children's enrolments. When payments are uploaded via Xero, the payment comes through and is added to the Account as Bank Deposits. The payment is not separated between a Bank Deposit and a Donation, so when producing a Tax Receipt the Donation amount reported isn't what is expected. Investigate receipting options, as the donations field on the 'Make Payment' screen is for “Voluntary Donations”. Whilst the charge adjustment donations added on the enrolments are more “Compulsory Donations”, so if they don’t pay the donations that are part of the enrolment using the normal payment process then the account will look like the parent owes money.