bxp Release 10 Service Enhancement Release 1 has no set date for release yet. Cooperation and collaboration with clients is currently in progress.

1 Existing Module Changes

1.1 Appointment Manager

1.1.1 Interface

bxp has two different interfaces for dealing with the Appointment Manager engine. Appointment_Management_-_Interface

The first is a pure HTML backwards compliant engine.
The second is the open source fullcaldendar.io engine https://fullcalendar.io/

FullCalendar.io has a more limited support base. https://fullcalendar.io/support/

The bxp engine is going to embrace further the fullcalendar.io engine but provide a selectable option to allow clients revert to the pure HTML version if their browsers are incompatible.

This option will be selectable on the Diary Add / Edit screens

The calendar version has been upgraded from the previous 2.3.1 to 3.4.0

The scheduler engine is not included in the release but is under review.

1.1.2 Linking facility

A facility to add a form record, eCourse reference and a Meeting Manager reference will be included in the data structures.

The linking options will be enabled at a Diary Add / Edit level using the Features field. Appointment_Management_-_Features

1.1.3 Filtering

The interfaces will be provided with a filtering engine which will allow filtering by

Person (pending attendee expansion)
Category (pending attendee expansion)
Date From
Date To
Subject keyword
Body keyword
Form link (pending attendee expansion)
eCourse link (pending attendee expansion)
Meeting Manager link (pending attendee expansion)

The filtering bar will be an option configured at the Diary Add / Edit level.

1.1.4 Appointment API

A dedicated API will be developed to facilitate add, edit, delete and listing of events.

Responses will be provide in XML and / or JSON depending on FullCalendar.io’s compatibility requirements.

API Fields:

apptype - the type of calendar option i.e. listing, addorupdate, delete
dteTime_Event_Start - event start date UTC format
dteTime_Event_End - event end date UTC format
period - the period to report on, start and end date will be ignored if used i.e. ThisWeek, ThisMonth etc.
appid - the appointment diary id
dataformat - the format to return the data i.e. XML, JSON
appliedfilters - strDateFilterFrom (UTC format date), strDateFilterTo (UTC format date), strTime_Event_Name (event title), strTime_Event_Body (event body). More fields will be available soon.
attendee - The name of the attendee to search for (still in beta)
system - AppointmentManagement

1.1.5 Data listing method

The current approach for the diary system using FullCalendar.io is a listing for a 6 month historical and 6 month advance listing of events. Outside this window the data doesn’t list.

With the addition of the API, this will allow event data to be loaded in real time, making the window of reportable events universal.

1.1.6 “Drag to drop” facility

FullCalendar.io supports drag and drop editing. This will allow for the drag and drop of an appointment to a different day. Expansions to be made to allow for increase/decrease duration of the appointment.

1.1.7 “Email on edit” facility

This change will allow an email to be sent automatically those associated with the event. This facility will be based on Category.

1.2 Communications Centre

1.2.1 Attachments

The bxp email engine is to be expanded to facilitate the sending of attachments with emails. This change will require file management capabilities to be added to the module.

The primary attachments will allow files from the Report Library module to be added to the emails. Delivery rates will be reduced but the facility is sought by numerous clients.

This facility will also provide the basis for outcomes in a form being able to attach documents directly.

1.2.2 Communications Report enhancement

The current communications reports include a total amount of communications based on the total recipients. If a wrong data source field is chosen by mistake no communications are made but the report identifies that X attempts were made. The reports will be modified to list both values, obvious blank / incorrect data counts and attempted recipient counts.

Using an SMS example : Whilst not validation can be provided on “looks kinda right data”... no values or text in values will result in that attempt not being counted.

1.2.3 Mail Merge issues

The engine of bxp had a direct integrated link with Word. Create.Object(“Word.Application”)

This used Microsoft Office XP which is no longer supported by Microsoft. As a result the engine has been disabled for security reasons.

An alternate using RTF is being investigated and applied and will be available in this release.

1.3 eCourse

1.3.1 New Table of Contents layout options

The table of contents will be given the option for new styles and approaches. These options are set at a Book level.

1.3.1.1 TOC’less.

This approach is for short training courses where it is linear in nature.  The pages will be provided with a dot bar system, each dot representing a page.  The system will provide a next previous button set as well.  This is for getting straight into training.  When the user selects the book, they are taken straight to the first page of material of the book, or the last page viewed if the book has been read before.

1.3.1.2 The styled table of contents.

The styled ToC allows the user to add a custom CSS to over ride the appearance of the ToC ECourse_-_ToC_Styled

Also includes the addition of Chapter icons for unique identification and display.

1.3.2 eCourse Book Cover

This option allows for a pictorial selection of books.

Full details available here ECourse_-_Book_Cover

1.3.3 eCourse Settings Tabs

The book and the chapter settings pages have been upgraded to use the tab engine for settings in Release 10.

Some minor additions have been made to Book, as explained earlier to allow styling. Some minor additions have been made to Chapter, as explained earlier to allow styling.

The groupings have been reorganised to reflect the nature of the settings

Limiting : Controls active and visibility of the Book
Book Listing : When listing all books these settings apply
Chapters - ToC : On the table of contents or settings for Chapters
Page Navigation : When on the pages in the book these settings are applied.

eCourse Book was	eCourse Book becomes

eCourse Chapter was	eCourse Chapter becomes

eCourse Page was	eCourse Page becomes

1.4 Form Management

This area covers all changes to forms and their respective supporting modules, Inbound, Outbound, Case, Quality, Testing, Survey and a new area of management Project

1.4.1 Campaign table changes

A number of fields will be added to the campaign table to facilitate the forth coming changes

Field	Reason	Link
strCampaign_Prebuild_Type	Which of the below prebuilds it is)
strCampaign_Prebuild_Ids	Related ids of forms in the prebuild)
strCampaign_Prebuild_Role	If there are multiple forms, which form in the relationship is this)
strCampaign_BEMail_MatchContact_Flag	onArrival engine	BEMail_onArrival_matching_engine
strCampaign_BEMail_MatchCompany_Flag	onArrival engine
strCampaign_BEMail_MatchOwner_Flag	onArrival engine
intCampaign_BEMail_Match_CampaignId	onArrival engine
strCampaign_BEMail_MatchContact_Field	onArrival engine
strCampaign_BEMail_MatchCompany_Field	onArrival engine
strCampaign_BEMail_MatchOwner_Field	onArrival engine
strCampaign_BEMail_MatchContact_ResultField	onArrival engine
strCampaign_BEMail_MatchCompany_ResultField	onArrival engine
strCampaign_BEMail_MatchOwner_ResultField	onArrival engine
strCampaign_BEMail_Match_ResultFlagsField	onArrival engine
strCampaign_Project_HeaderBlock	Project Header	Form_Project_Header
strCamapign_Revenue_Model	Revenue management	Form_Revenue_Header
strCamapign_Revenue_CDAConfig	Revenue management
strCamapign_Revenue_CCLConfig	Revenue management
strCamapign_Revenue_Outcomes	Revenue management
strCamapign_Revenue_MarginReport	Revenue management
strCamapign_Revenue_Prods_Values	Revenue management
strCamapign_Revenue_Price_Values	Revenue management
strCamapign_Revenue_VAT_Values	Revenue management
strCamapign_Revenue_PriceCurrency_Values	Revenue management
strCamapign_Revenue_Costs_Values	Revenue management
strCamapign_Revenue_CostCurrency_Values	Revenue management
strCamapign_Revenue_Store_CDAPriceField	Revenue management
strCamapign_Revenue_Store_CDAVATField	Revenue management
strCamapign_Revenue_Store_CDATotalField	Revenue management
strCamapign_Revenue_Store_CDACostField	Revenue management
strCamapign_Revenue_Store_CDANETMarginField	Revenue management
strCamapign_Revenue_Store_CDAGrossMarginField	Revenue management
strCamapign_Revenue_Store_CDAPriceCurrencyField	Revenue management
strCamapign_Revenue_Store_CDACostCurrencyField	Revenue management
strCamapign_Revenue_Prods_Field	Revenue management
strCampaign_BEmail_SPAM_Active	BEmail SPAM management	BEmail_SPAM_Management
strCampaign_BEmail_SPAM_Addresses	BEmail SPAM management
strCampaign_BEmail_SPAM_Keywords	BEmail SPAM management
strCampaign_BEmail_SPAM_FieldId	BEmail SPAM management
strCampaign_BEmail_SPAM_OutcomeId	BEmail SPAM management
strCampaign_Lookup_OpeningHTML	Lookup screen extra HTML field
strCampaign_IncludeMaps	Google Maps enhanced question support
strCampaign_ContentRetrieval_SuppressRules	BEmail Content Retrieval enhancement	BEmail_Content_Retrieval
strCampaign_UseViewer	Inline attachment viewer	Form_-_Attached_File_Viewer

1.4.2 Project Header

For people who’ve ever used Microsoft Project the concept of work items, tasks, milestones, etc. will be very familiar. Each entry in a record could be considered a line in a spreadsheet, or in our case a record in a form (CDA).

We’re adding a new prebuilt form header question type called Project, to allow a form to become the data storage for a MS Project style amount of data. The interface will be delivered through the Project Management module but the data stored in a form.

To this end a new header type will be made available in bxp to allow any form to become the support for a project.

For details on the header click here https://www.bxpsoftware.com/wixi/index.php/Form_Project_Header

1.4.3 Inbox - onArrival matching engine

When BEMail reads an email from an inbox it can create a CDA and log the record.

As part of this mechanism matching and preprocessing can be done on the emails. BEmail_(_Email-2-Campaign_)#Configuring_the_form_to_retrieve_the_email

This engine will be expanded to provide two new levels / approaches for matching.

1. email comes in from user@something.com, a search is done on the “Contacts” form to identify which account this belongs to

This first process means that preapproved addresses can be quickly managed and emails allocated to clients for reporting purposes.

2. That contact account is managed by Aiden. Therefore that email is meant for Aiden, so automatically display it in his worklist.

This way, though emails are coming into a general email box they can be allocated to individuals for account management.

This engine can be applied to all forms using BEMail retrospectively

1.4.4 Form Prebuilds

This engine will forms in bxp to be built very quickly based on templates. These templates are industry best practice layouts as identified by the All n One team to speed up implementations.

1.4.4.1 Prebuild – Inbox manager

Give the engine an inbox and it will construct a complete case management solution with appropriate prebuilt associated reporting. Build time currently < 0.5 of a second! More details on this will be available through the wixi

The engine will also provide the onArrival matching engine.

1.4.4.2 Prebuild – Outlook create from Contacts

A way of loading contacts from Outlook in a structured way with time saving constructs.

Give the engine an export of your contacts from outlook.
It will build two forms. One for contacts one for companies.
It loads all the contacts into a predesigned and tabbed contacts form.
It then uses identification techniques to create the companies entries.
It can then link based on email domain and company name fields to quickly build a contacts and companies populated structure.

The engine also facilitates further loads from different people.

So user 1, creates the first list and first companies.
User 2, like a smart load, can add to the contents and expand the data.

Prebuild - Outlook create from Contacts

1.4.4.3 Prebuild – Excel no data

To quickly build a form, you can select the top row of a spreadsheet.
Copy and paste this into bxp
The columns will be separated by the “Tab” character
bxp will read the tabs, split the fields and then create a basic text box field for each heading and set the field mapping.
This should allow very quick form builds and enable perfect field mapping.

1.4.4.4 Prebuild - CRM & Pipeline

This prebuild provides three forms instantly.

Companies : contains all the companies you'll deal with.
Contacts : contains all the contacts you'll deal with.
Opportunities : contains all the sales opportunities you'll identify with that company.

These forms are interlinked.

Many contacts can be associated with one company
Many opportunities can be associated with one company
One opportunity can be associated with one Contact

Notes

The Contact form also comes ready to support an Inbox form / BEmail linked form.
The structure of Contacts is built specifically to support the easy import of contacts from Outlook

Details can be found here Form - Prebuild - CRM & Pipeline

1.4.5 Complex – Email Block change

When a BEMail question is added you get.

The challenge is the amount of space given to the subject and body of the email. There is over 50% more space to the left of the boxes.

The suggestion is to convert this from being text areas to being text wide boxes which would use the width of the screen and make it easier to read the body of received emails.

This is a layout change rather than a data change, so should only cosmetically affect clients. i.e. JavaScript will not be affected

1.4.6 Cross Linked report repair

This is identified as a bug that the reports are not working as posted in the Wixi. This will be fixed for the release.

1.4.7 Outbound Data Drill down

Currently the “Set the Current Working Outcome” engine allows a number to be displayed to allow the user set which group of records are being worked on.

An option on the screen in the form of a drop down list, will allow by default (“Set the stack”) and a new option “View Data”. This view stack when clicked will open in a new tab a report showing the records that are in that stack, using the default fields of the search engine, as per the lookup screen. The user must have access to Data Profiling > Instant - Data to see this option.

Upon click those records, they can then be opening in Inbound way (i.e. no taking the record off the stack), to allow an admin review the contents of the records. Or they can be visualised in an Instant Visualsation report for just those records.

1.4.8 Create template from form

This engine will construct a blank Excel template of a form using the field mapping fields, which will match perfectly, for data to be filled into them. This should allow mass copying of data into an Excel sheet which will perfectly match and load easily into bxp.

1.4.9 Word to form fix

Identified as not working with some outputs, a number of fixes are going to be applied to the creation of a form using the text based data input process. These are fixes based off hamsters and reported incorrect logical outputs.

1.4.10 Access on Pass

This is an outcome extension that allows security permissions, specifically a UAM function and content security permissions application can occur on successful passing of an exam.

A reporting showing the linking is also to be developed, to make management easier.

This process means that career pathing is easier to implement.

1.4.11 Outcome Exception Cost

This processing engine will allow exception costs to be added by the outcome rather than through AJAX.

Exception costs are discussed in Projects section

1.4.12 Data Import timer

Main Menu > Form Management > Form - Data Import > Load Data Records – Retrieve Email 2 – Form (affects anyone using the bemail retrieval to form engine)

Currently if you select this page, it goes Form Selection > Results. There is no landing / timing page. This change will put a landing page before the downloads begin with a stop watch on it.

Main reasons for this change:

to provide timing feedback on loading
to provide better feedback to users that loading is going on
to provide explanation and troubleshooting wixi links to users more appropriately (i.e. if troubleshooting then the loading page never appeared, how did a user see the links to help themselves?)

1.4.13 Record deletion audit log fix

Currently grouped record deletion requires a reason to be provided. It has been highlighted that these reasons are not instantly available to users to review. This fix will see the comments and the record Ids being properly logged into the system audit trail for review through System Access Management.

1.4.14 Data Profiling - Instant Data Analysis

A new report and search tool will be available through Main Menu > Data Profiling > Instant – Data > Data – Instant Data Analytics with the ability to export the data results to Excel or Instantly Visualise the data.

For more information please read Data_-_Instant_Data_Analysis

1.4.15 Revenue Header and associated capability

1.4.15.1 Revenue Header CCL changes

This engine allows for the previously conceived "Campaign Accounts" module to be implemented. Within the CCL are a number of fields to allow for an amount to be logged.

strCCL_[i]_Amount_Price decimal (9,4)
strCCL_[i]_Amount_VAT decimal (9,4)
strCCL_[i]_Amount_Total decimal (9,4)

5 new fields are being added to every CCL

strCCL_[i]_Amount_VATPC text
strCCL_[i]_Amount_Cost decimal (9,4)
strCCL_[i]_Amount_NetMargin decimal (9,4)
strCCL_[i]_Amount_GrossMargin decimal (9,4)
strCCL_[i]_Amount_CurrencyPrice varchar(3)
strCCL_[i]_Amount_CurrencyCost varchar(3)

1.4.15.2 Revenue Header complex question type

Also being added to the engine will be a complex type called Revenue Header (these are all hidden fields on the form)

Price
VAT
Total
VATPC
Cost
NetMargin
GrossMargin
Price Currency
Cost Currency

The full article will be available from Form_Revenue_Header

1.4.15.3 Revenue Header form settings

There are then form level settings which allow the engine to be used.

Field	Type	Use	Options
strCamapign_Revenue_Model	text	Where is the calculate stored	None,CDA,CCL,Both
strCamapign_Revenue_CDAConfig	text	For CDAs, what happens if already filled in	Replace (CDA recalculate),Ignore (CDA if filled do nothing)
strCamapign_Revenue_CCLConfig	text	What if other CCL has data	One Only (CCL Historic check),Update (CCL Historic wipe),All (CCL new)
strCamapign_Revenue_Outcomes	text	String separated commas on which the process executes
strCamapign_Revenue_MarginReport	text	Reporting Marings, which fields to use	None,Net,Gross,Both
strCamapign_Revenue_Prods_Field	text	Which field contains the product	All CDA fields
strCamapign_Revenue_Prods_Values	text	Top has to be filled out (text or list), Only consider SOME products in the field
strCamapign_Revenue_Price_Values	text	If only using SOME then, count must match. If using field then leave it to JavaScript on the page to manage
strCamapign_Revenue_VAT_Values	text	These are all percentages without the symbols.
strCamapign_Revenue_PriceCurrency_Values	text	Three letter text codes	Default to system currency of EUR to start
strCamapign_Revenue_Costs_Values	text	A straight one off price per cost
strCamapign_Revenue_CostCurrency_Values	text	Again three letter text codes.
strCamapign_Revenue_Store_CDAPriceField	text	Once the calculations are done, an update to the CDA table can be done, what to store where. Great for testing and if using the header type, then all hidden.
strCamapign_Revenue_Store_CDAVATField	text
strCamapign_Revenue_Store_CDATotalField	text
strCamapign_Revenue_Store_CDAVATPCField	text
strCamapign_Revenue_Store_CDACostField	text
strCamapign_Revenue_Store_CDANETMarginField	text
strCamapign_Revenue_Store_CDAGrossMarginField	text
strCamapign_Revenue_Store_CDAPriceCurrencyField	text
strCamapign_Revenue_Store_CDACostCurrencyField	text

1.4.16 Form - Advanced Settings

As the tabbing engine of bxp is applied system wide, there are a number of enhancements to the Advanced Settings of a form. Apart from just the tabbing a bit of tidying and sorting was done to make things more logically grouped and easier to find.

Was	Becomes

Notes

Tab	Reason
Access Tab	New tab added for security based access options
Access Tab	"Active" moved in
Access Tab	"From" and "Until" moved in
Access Tab	The two general access security questions "Cross User Lookup" and "Use Outcome Security" also moved in
Search Tab	New tab added for security of navigation around data
Search Tab	"Record Move Next Bar" moved in
Search Tab	"Enable Search Export" moved in
Search Tab	"Search Screen Export Fields" moved in
Search Tab	"Precision Search Fields" moved in
Advanced Options Tab	Just items moved out into other tabs
Dashboard Tab	Changed name from Dashboard and Reporting
Dashboard Tab	Moved in "Dashboard - Contact Source", previously from Advanced.
Inbox - Management	name changed and items moved out
Inbox - Storage	Groups all the data fields where emails are logged into
Inbox - Content	handles all the in data finding and replacing from an email
Inbox - onArrival	The new engine fields for record identification and auto assignment
JavaScript - Options	Items removed from onLoad as they're config options not for onLoad
bxp API XML Arrival Management	"BEAPI API XML Arrival Management" name need to be upgraded appropriately
bxp API XML File Options	"BEAPI XML and Excel AutoLoad File Options" name need to be upgraded appropriately
bxp API XML Processing Options	"BEAPI XML and Excel AutoLoad Processing Options" name need to be upgraded appropriately
Revenue Engine	New revenue engine options added.

1.4.17 Question Add enhancement

When new questions were added to a form their initial Field Mapping was defaulted to "New". For larger complex types this represented a challenge.

The system will now attempt to correctly name complex types with default names to make identifying fields easier.

This may lead to fields with duplicate names after addition but the same was true with the use of "New" as a field name so the benefits were considered to outweigh the challenges.

Section Group and Section Headers will include the Question in their title as well for convenience.

Simple types will become "New - Question Type" where Question Type represents the type of question added. Again this should improve identifying new items quickly added.

1.4.18 Lookup setting additions

On the lookup screen for a form it is now possible to put in a custom header. In the Advanced Settings for the form in the "Instructions" section a new field at the bottom entitled "Lookup Instructions" allows you to inject HTML or any other material directly into the Lookup page.

The logic of the lookup page has also been adjusted. In JavaScript - onLoad section the field "Lookup code execution" allows you to enter any JavaScript. This has not changed. By default the Lookup page automatically added a .focus() command to move the cursor to the Id field. Now the engine will examine your JavaScript code. if anywhere in it has a .focus() command, the system will not add the default .focus command assuming you are setting the .focus() manually.

1.4.19 Inbox - Content Retrieval engine tweaks

bxp now provides a testing engine which allows you to play with the rules on email data that’s already been loaded into a form. If you add a new rule, you can also retrospectively apply the rule to existing records. BEmail_Content_Retrieval_Rules_Testing

There is a suppression engine which means if no match is found then no update happens for that field. Making queries faster but also allowing more complicated rules set ups. In Advanced Settings > Inbox - Content > Content Retrieval - Suppress Blanks

The match pattern for vbCrLf has been expanded so the rule can have leading or trailing spaces. This allows for far more complicated patterns to be built.

The Content rules in Advanced Settings have been renamed to make them clearer and easier to follow. The wixi articles all now cross link with each other for the Inbox rules management.

1.5 Information Centre

1.5.1 Scrolling Information Centre

The current information centre for backwards compatibility does not scroll.

The engine has been upgraded using JQuery vTicker [1] which has been tested using IE6+ using JQuery 1.9.1

This results in a slick scrolling Information Centre.

Alternately the static option is still available. The choices are available through the primary Information Centre settings.

1.5.2 Access by Security Groups

Currently the limiting security engine for messages is based off access to forms. This engine is to be changed to use Security Groups from the Organogram instead.

For historical messages, the security will be maintained but going forward Security Groups will only be available.

For limited access user sends, the user can only send to security groups they are in.

1.5.3 Use of the term Campaign

The term Campaign has been replaced with the term Form throughout bxp. This is not reflected in Information Centre but is being changed for Release 10. There was a blend of terms from item, notice and article used to describe a message displayed in the Information Centre. This has been streamlined to just be Notice. The menu options for Information Centre will have their name changed but all functionality remains the same.

Was	Becomes

1.6 KeyStats

1.6.1 Console

The security and administration of KeyStats needs some addressing to optimise build and support functions.

A KeyStats console will be made available.

1.6.2 Mass Edit Security

The mass editing security feature needs to be developed.

This will be included as a function stand alone and as part of the console.

1.6.3 Hide Tabs

The tabs will be modified to have Ids. The KeyStat itself will have a flag to show / don’t show the tabs. By default “show tabs” will be selected.

1.6.4 Syntax Highlighting

Syntax highlighting for both SQL and HTML will be added.

1.7 MetaData

1.7.1 Console

This console will facilitate easier management of metadata rules and their associated security and reporting.

1.8 Project Manager

1.8.1 Gantt Chart interface

FusionCharts supplies a Gantt chart as part of their reporting suite. http://www.fusioncharts.com/dev/gauge-and-widgets-guide/gantt-chart/introduction.html

bxp will use the Gantt chart tool to render the Gantt with the data being stored in a form.

A link field will be provided to link the Form to the Project.

The bxp form will need a Project Header block, as discussed in the Form Management section. https://www.bxpsoftware.com/wixi/index.php/Form_Project_Header

1.8.2 Project API

This engine will allow tasks, milestones and other data to be add, edit, delete and listed for any given project.

1.8.3 Costing

The time tracker engine is being expanded to support the application of costs against the various units logged.

The solution will allow three primary data additions to be done per time tracker entry.

Unit cost
Sales price
Margin

The billable flag will also be used for tracking sales price. The engine will also accommodate confirmation / approval, to sense check numbers before reporting.

The costing will allow group to specific unit cost application. Costs for

By Time Unit (1 hour, 30 mins, etc)
By Project (Different rates per unit by project are possible)
By Day (By day allows weekend and bank holiday rates to be applied)
By Work Type (allows different rates by different activities)
By Staff (allows the rates to be different by resource used)

1.8.4 Exception Costs and API

A log engine will be provide that exceptional costs for a project can be logged. The fields will be

intExceptionCost_Id
intExceptionCost_ProjectId
strExceptionCost_Type
intExceptionCost_FromCampaignId
intExceptionCost_FromCDAId
intExceptionCost_FromCCLId
strExceptionCost_Title
strExceptionCost_Details
strExceptionCost_FileLink
strExceptionCost_FutureCost_YesNo
fltExceptionCost_Cost_AmountExVAT
fltExceptionCost_Cost_AmountIncVAT
strExceptionCost_Cost_VATCode
fltExceptionCost_Billable_AmountExVAT
fltExceptionCost_Billable_AmountIncVAT
strExceptionCost_Billable_VATCode
dteExceptionCost_DateTime
intExceptionCost_LoggedBy
strExceptionCost_Approved_YesNo
dteExceptionCost_Approved_DateTime
intExceptionCost_Approved_LoggedBy
strExceptionCost_Paid_YesNo
dteExceptionCost_Paid_DateTime
intExceptionCost_Paid_LoggedBy
strExceptionCost_Paid_Reference
strExceptionCost_Billed_YesNo
dteExceptionCost_Billed_DateTime
intExceptionCost_Billed_LoggedBy
strExceptionCost_Billed_Reference

Exception costs allow a form to log a survey complete, or a mystery shop complete directly to a project. This logging means one of purchases or logs can be directly associated with a project for billing purposes.

This engine will also include an API to allow add, edit, delete and list capabilities. This will be delivered through AJAX.

1.8.5 Project Costs report

The project costs report will have 4 sections and delivered by time period

There will be options on the two preceding options selection pages.

Page 1: Time period and project
Page 2: Section selection and include costing reporting information

The report itself will be in 6 sections

Section 1: Project overview
Section 2: Tasks by period
Section 3: Time Tracker report
Section 4: Expenses report (mileage and subsistence report)
Section 5: PO report (for large preapproved purchases)
Section 6: Exception costs report

The report will have security to those with project access only. The report generation will be logged in the System Audit log for security reasons.

1.8.6 Project profile

This report is a text and listing based report to output the contents of a task and details for the project and provide summative amounts rather than detailed breakdowns.

This report will begin as an onscreen and with client feedback be transition into an RTF / PDF output format. Client feedback required after initial build.

1.8.7 Project Management console

Given the extensive module options and selection choices a project console will be developed to put all the project management tools in a single interface for easy user management of the options and navigating the modules.

1.8.8 User by project profile

This will facilitate a by user profile report which allows expenses and owed charges by project to be reported on by user.

1.9 System Access Management

1.9.1 User tabs

Given the length of the user setup screens a more effective interface screen is being designed.

Borrowing from the tabs capability of forms the interface will follow this format.

Structure	Presentation

The tab bar will contain the sections currently available but only show the fields when that tab is clicked

The Module title and counts bar will use module icons (with name and count of ticks on hover over) Then upon clicking the module, the sections for the module appear for selection.

The module access tick box (overall access to the module) will be removed in favour of intelligent access if you have access to 1 or more sections in the module.

1.9.2 UAM “function” support engine

Since the launch of UAM it’s speed, accuracy and popularity amongst clients and security specialists has shown that a UAM approach is far more effective for administrators to manage a business. https://www.bxpsoftware.com/wixi/index.php/UAM_-_User_Access_Management

A system setting flagging “Using UAM” will be added to system settings.

When turned on in a system, add and edit a user will only provide a list of UAM buttons. The buttons will self-generate based on accounts flagged as templates.

UAM template users will have flags available allowing them to be easily managed, using the new enhanced layout above.

Any modifications of the UAM accounts will be logged in the audit trails.

The user management console will be moved to prominently appear in the user administration section of SAM.

Each user account if based on a UAM will now have a flag listing on which UAM template user account it is based. This will help reporting and group user updates.

1.9.3 UAM and SAM wixis

After all these changes a significant amount of wixi material will need to be updated to reflect the new user interfaces.

This documentation will see a gap between go live and testing where documentation may exist on the wixi before the functionality is in place.

1.9.4 Password blacklist engine

This facility will allow clients and the bxp administration team to apply a list of weak known hack attempted passwords which may validate as strong. These password combinations are designed to reduce risk of security break-ins even if the password strength is flagged as strong.

A global list will be maintained by All n One, with clients able to control their own lists from inside System Settings.

The support article is available here Security_-_Password_Blacklist

1.9.5 Client table alterations

The client table will have a number of fields added to support numerous new functions

Attempting to logically group items without adding tabs unnecessarily, the Lister and Jotter and Reminders and Time Tracker options have been moved to a tab called Module Specific. This replaces the "Lister and Jotter" and "Reminders" tabs.

Field	Use	Status	Available in Tab
strClient_3rdPartyEngine	to allow mapping to 3rd party system	Editable	Primary Security Details
strClient_3rdPartyUserId	the equivalent Id in the 3rd party system	Editable	Primary Security Details
strClient_IsUAM	to flag account is a UAM template	Editable	UAM Management
strClient_UAMTitle	to allow reporting and grouping of UAM permissions	Editable	UAM Management
strClient_LimitTimeTrackerCosting	to influence Time Tracker option display on day view.	Editable	Module Specific
strClient_LastEdited_LastDateTime	to make editing reporting easier	Read Only	Security Information
strClient_LastEdited_LastByWhom	to make editing reporting easier	Read Only	Security Information
strClient_Retired_LastDateTime	to make retired reporting easier	Read Only	Security Information
strClient_Retired_LastByWhom	to make retired reporting easier	Read Only	Security Information

1.9.6 Security - Retired date time

Whilst this information is available through the audit logs it is not easily reported upon.

When was a user retired?
Who retired the user?

There will be the addition of two summary data fields to the Client table

strClient_Retired_LastDateTime
strClient_Retired_LastByWhom

The reason they have last is that the information will only be the last time an account was retired. So if it was retired multiple times, this field will only hold the last data. This also compensates for the fact that logs are only held for 6 months.

So if you go over the 6 months without manually backing up the logs the information is no longer auditable.

So the fields will be added for future record changes only
The columns of information will be made available in the retired functions search abilities
A dedicated report in SAM will be provided to allow reporting on these fields.

The fields if a user is already retired will be initialised to.

Last Date Time will be the date that the field is implemented
By Whom will be associated with the Admin istrator account.

1.9.7 System Settings - Tabbed view

To reduce space on screen for very long screens with lots of settings, tabs, as used in KeyStats are being implemented system wide. The layout will change for the System Settings page with all the same sections and fields just tabbed.

1.9.7.1 Primary Interface Options

A new filed for "Table Styling" discussed later will be made available on this screen. Table_Styling

1.9.7.2 Form-BEMail SPAM

This new tab is for BEmail on arrival of an email to a bxp for SPAM checks to be performed. These values are used by all forms which are using the spam engine.

System_Settings#Form_-_BEmail_SPAM

1.9.7.3 Google Maps

This tab is for customisation and support of Google Maps options system wide.

System_Settings#Google_Maps

1.9.8 System Keywords - Tabbed view

To reduce space on screen for very long screens with lots of settings, tabs, as used in KeyStats are being implemented system wide.

The layout will change for the System Keywords page with all the same sections and fields just tabbed.

There are no new fields on this page.

1.9.9 SAM - User Administration - Menu Changes

Every user in bxp can have a vast amount of information stored about them. As bxp provides more specialised Human Resources tools and expands user specific capability the amount of information available to security becomes cluttered and less secure. For this reason the HR details of a user referred to as "User Details" is being moved to the HR management module. All other security related functions will remain untouched.

As is good security and systems maintenance practice, consistent naming is being applied across bxp menus. One heavily changing is the User Administration menu.

As the "Send Welcome Email" engine for single user is full accommodated by the "Send Welcome Email" engine for multiple users to keep things as clear as possible, the single user engine has been removed.

"User - Add" becomes the very clear title for the more obscurely named "Add User - Security Details Only"
"Copy User - Includes selected security permissions" becomes the more appropriately titled "User - Copy (including content access permissions)"
"Edit User - Security Details" becomes "User - Edit"
As explained "Edit User - User Details" is removed to the HR manager module
As explained "Send welcome email (with account details)" is removed
"Mass Send welcome email (with account details)" becomes "Send welcome email (with account details)"
"Release Lock Out" becomes "Security - Release Lock Out" in line with the naming convention
The UAM functionality as discussed above now appears in the menu as options
- UAM - Template User - Add
- UAM - Template User - Edit

Was	Becomes

1.9.10 SAM - System Management - Menu Changes

A number of small changes are being applied to the System Management menu for house keeping and tidiness improvements. These are cosmetic name changes, no functionality has been altered to existing functions.

Consoles

The two consoles are still at the top but slightly renamed to bring them inline with naming conventions used throughout

System level functions

All System Wide functions have been grouped and moved to the top of the menu
Module Names has been renamed to System Modules Names to improve menu option consistency

Group user functions

The group user functions appear together next

Retired user functions

Edit Retired Users has become Retired - Edit user
Group User - Modify Details (Retired Users) has become Retired - Group User - Modify Details to help clarity of system use

Custom folder support

These two new menu items area discussed above as the new function to manage the custom folder via sFTP

Security - Functional Access Matrix is a report not a modification tool.  Therefore it has been moved to Security Reports instead.

Was	Becomes

1.9.11 System Information tab

With the new tab layout there is the addition of a specific new tab which is a reporting tab not an editing tab. This tab provides at a glance support information for System and Security Champions alike. The tab will take the following format and the layout is dictated by the system chosen layout (see 3.8 below)

1.9.12 SAM - Security Group - Menu Changes

Again making the naming of functions consistent system wide, some minor naming changes

Was	Becomes

1.9.13 User Status report

A new column has been added to the data of this report to reflect the UAM title of the user.

As per section 3.8, the user status report is now styled using the Table styling selected as per the system.

1.10 BEmail Interface rewrite

The BEmail accounts interface has been updated to use tabs. Full documentation updated in place BEMail_accounts

A log error during the tidy identified that quite a number of fields that should have appeared were not appearing. These now display and are documented properly above.

The search screen now includes the description and server fields to help identification of accounts.

A new delete function has been added to allow deletion of redundant accounts. Before deletion occurs:

The system checks if the BEmail account chosen is actually connected to a form. If it is a link to edit the form is provided and deletion isn't allowed
If the BEmail account is not linked to a form, the engine checks who the creator of the account is. If this isn't you a notice is displayed saying retire the user or ask that user to delete the account.
If BEmail is not linked to a form, was set up by you or the user is retired, then deletion will be allowed to continue.

1.11 Time Tracker

1.11.1 Confirmation Engine

A number of extensions are being added to the time tracker module.

One of these is, by project, if hours have to be confirmed by a manager. This allows a safety check before billable hours are applied to clients.

Mass confirmation ability will be part of this engine.

Confirmation can be applied on a project by project basis.

1.11.2 Limit project and work type by Costing

This engine will add intelligence by user, to only allow users to log data for projects they have access to AND where they have had pricing set up for them against the activity.

This allows greater control of project by work type by billing control for reporting purposes.

This setting will be centrally controlled in Project. There will be a flag by user to allow specific user only limitation.

2 New Modules

2.1 Dashboards

The Dashboards module allows for prebuilt, predesigned panes of information to be collated into a single operational dashboard.

A user can have access to multiple dashboards. Module_-_Dashboards

A number of predesigned dashboards will be launched with the module.

2.2 Expenses Management

The Expenses module in bxp jargon is the logging of costs incurred as part of the delivery or a project. An expense is logged to an individual and requires that individual to be reimbursed by the business.

Expenses are associated with a project.

Expense items include entries such as mileage, subsistence and operational day to day costs of smaller one off purchases for the business.

Expenses will also support an administrator approval engine

Module_-_Expenses_Management

2.3 PO Module

The Purchase Order (PO) Management module allows for the management of Purchase Order requests, approvals and tracking. Where significant purchases are to be made by a business a purchase order management approach allows for sense checking of purchases by management.

Module_-_Purchase_Order

3 Engine

3.1 KeyStats plan

In order to better manage the potential slow down issues with incorrectly built KeyStats, the render page of the keystat is going to be given it’s own server W3 to process it. If W3 becomes unavailable a fall back to W1 and W2 will be implemented.

This action is considered a priority and is being worked on with Sungard at this time.

Currently the KeyStats engine for generating reports executes on Web servers 1 and 2 using Database server 1 as its data repository. This will be updated to execute on web sever 3 and use database server 2 as its data repository.

3.2 Scheduled reports plan

Scheduled reporting will be moved to W3 and Db2 to reduce operational load on W1, W2 and Db1

3.3 Big reports plan

Where are a report is identified as working on a very large data set, e.g. > 10,000 CDA records, the report will be generated on W3 and Db2 in a scheduled fashion. When the report has generated it will be available in the Report Library module for collection. An email notification will also be sent to the user that the report is ready to collect.

3.4 Custom folder via sftp

Access to the custom folder via the current web interface requires a “one by one” file approach. Where a client needs numerous file management access, sftp access will be provided to the file storage engine of bxp. This will in turn be managed on a scheduled or click request basis to kick off an audited and antivirus scanned transfer of the file storage to the live web infrastructure.

This should provide easier access for system administrators to mass manage their custom folder.

The_Custom_folder_through_sFTP_management

3.5 Table styling

We’ve been asked more than once to allow tables to “pop” or look more stylish.

bxp can adopt a look from other known office tools and using a well-known package to suggest some HTML interpretations.

In order to implement these styles the tables will have to have new CSS tags applied.

css_Table_New_Table
css_Table_First_Cell
css_Table_First_Row
css_Table_Data_FirstCell
css_Table_Data_DataCell
css_Table_Data_LastCell
css_Table_Data_Alt_FirstCell
css_Table_Data_Alt_DataCell
css_Table_Data_Alt_LastCell
css_Table_Last_FirstCell
css_Table_Last_Row
css_Table_Last_LastCell

These tags are then set with appropriate styles and makes styling really easy to apply.

This change will affect where clients might have customisations or expect data to appear in particular layouts.

A default style matching current styles will be created BUT the HTML will have the new css Headers added.

Application of styling will vary throughout the system. i.e. there will be a master default but only some reports will allow “selective” styling.

3.6 System notification emails

A number of email and reports from bxp come from a variety of email addresses currently. These are to be unified under the bxpsoftware.com domain.

security@bxpsoftware.com
hamsters@bxpsoftware.com
notification@bxpsoftware.com
alerts@bxpsoftware.com
compliance@bxpsoftware.com

3.7 Client daily picture engine

This small change will allow clients to have their own 365 daily images run from the clients custom folder.

Currently using the keyword dailyPic in the background image of a user or a system will use the daily pic engine as their background.

By changing the word to customDailyPic, the engine will use the path folder. X is the name of the system currently being used and YYY is the 3 digit code for the day of the year, ie. 001 is 1st January of that year.

For more information The_dailyPic_engine

3.8 Login page - Username autocomplete

As part of security the password field has a feature which removes the auto-complete of the password. This is a reasonable security measure.

In order to further improve security the username field will now also have autocomplete removed. The reason being that if a machine is used in a public environment, the username is left in the box providing a valid account which could be attacked to force unwanted lock outs. This change means a user will need to type their name in regularly.

3.9 AJAX engine - Title when no records

Currently the text displays

This will be changed to "No records found."

3.9.1 Precision Searching in Forms

It was discovered that the intCDA_X_Id and the intCDA_X_NoOfAttempts fields were not being precision searched and need to be. The code of the system was modified to support this precision searching without the need for explicit addition into the Advanced Settings of each form.

Bxp Release 10 SER 1 release notes

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