Compyle Release Notes - February 2023

Search & Data Management Tools

Set of tools for finding records, managing data collection instances, and simplifying navigation.

Search Features:
- Improved Search Filters: by Groups, System Fields, Primary Worker
- Universal Search: search participants and organization together
- Add Group Members: search capabilities added
Data Management Features
- Bulk Survey Updates: close all in progress survey instances or start all pending instances for a survey or a data collection
- Export System Fields: created date, modified date, who by, source

Navigation Improvements
- Create-New-Save Action: choose where to send users after they save a new participant / organization (search, doc folder, reopen record)
- Viewer Role: improved user experience/fixed bugs for standard role
Random Refinements

Universal Search: Search across participants and organizations
- Benefit: Administrators can more easily find the record(s) their users are requesting help with.
Search by Group Assignment: find participants and organizations based on the groups they are currently part of
- Benefit: More easily access lists of group members.
Search by Primary Worker: search by the case manager/ primary worker assigned to a participant
- Benefit: Allow staff to more easily cover for absent coworkers. Make it easier to handle staff transitions by easily identifying current caseloads.
Search by System Fields: search for records by Created Date, Created By, Modified Date, Modified By, and Source
- Benefit: Find recently added or updated records. Find records based on how they came into the system.
Add to Group - with Search: added the ability to search or filter the participants/ organizations being added to a group
- Benefit: Much easier to find and select the desired participants or organizations instead of paging through an increasingly long list. Saves time and effort.

Single Survey/Data Tool - Manage Instances
- Close All in Progress Instances for current Survey/Data Tool
  - Benefit: Easily “Complete” multiple instances of a survey so they can be included in analytics
- Start All Pending Instances for current Survey/Data Tools
  - Benefit: Readily open any and all pending instances of a survey so that responses can be collected
Data Collection - Manage All Surveys/Data Tools in the collection
- Close All in Progress Instances for all Surveys/Data Tools in Data Collection
  - Benefit: Easily “Complete” instances for multiple surveys/data tools at once so that the data can be included in analytics without having to manually close each instance
- Start All Pending Instances for all Surveys/Data Tools in Data Collection
  - Benefit: Open pending instances for all surveys/data tools in a data collection at once instead of one at a time, saving time and effort

System Fields Optionally Included in Exports: Created Date, Created By, Modified Date, Modified By, Source, RecordID (not the Case Number)
- Benefit: More contextual information about the records that were captured in Compyle
Export - locations:
- the All Participants list / the All Organizations list
- from a Participant folder / an Organization folder
- from a Group
- from a Survey, from a Survey Instance, from a Note Type

Create-New Save Action: choose the workflow when a new Participant or Organization record is created
- Benefit: Greater flexibility to tailor Compyle to support your organization’s intake processes
Viewer Role improvements: smoother navigation for this standard role
- Benefit: Easier to support users with this role

Clarified activity log messaging for surveys & survey instances
Customized email templates persistence
Search with invalid dates
Description fields - hide name, make name optional, clear required field check, wrap text
Survey/data tool tab order improvements
Correcting labels