SmartRoster Changelog

What's new in SmartRoster 4.220

Aug 2, 2017
  • Fixed report Absences which was not showing an absence on the last day of the date range to be reported
  • When using customers own web server for WebShare smartroster does not require updated annual support
  • Changed Absences report so it includes group absences for a person
  • Changed reports which use fields such as the reminder labels when using [Absences] in a template, to now show household and group absences as well as individual absences

New in SmartRoster 4.210 (May 20, 2015)

  • Implemented the Export to Word functionality for the Household Addressbook report
  • The Household Addressbook report layout has been slightly modified
  • Modified the contacts appended to master schedule so that it includes names of people who are role members and are active but not in the current schedule

New in SmartRoster 4.208 (May 20, 2015)

  • Fix for Export to Word role members and role inventory reports - contact number was not showing
  • Removed 'On Event' type date pattern. The Event can now qualify ANY date pattern type such the the date specification can ONLY occur on the Event set.
  • Change to import personnel processing for absences to allow combination of date and event (ie if Event is included then the absence only applies to that event in the date range given.

New in SmartRoster 4.206 (May 20, 2015)

  • Fixed 'Preference applies ONLY to' caption in the Association Preferences dialog
  • Added new menu choice Email > Send report"
  • Fix problem with context sensitive help not coming up in some case
  • Fix 'printer not installed' error sometimes occurring when a printer is installed
  • Fix so that enforced break would recognized altered event start times where 'Start-Delay' and 'Actual-Duration' are use

New in SmartRoster 4.203 (May 20, 2015)

  • Fixed problem with using users own webshare server. May not work on some servers. Creates a new temporary file "FTPLIST.txt" which may assist when dealing with techsupport for problems using this feature
  • Fixed problem with prefix character % showing up instead of the lock icon for auto-numbered occupants
  • Fixed problem with not auto-numbering when the autonumber setting is changed or when manually adding or deleting to the schedule in some cases
  • Fixed problem with auto-number not being saved with preassigned occupants

New in SmartRoster 4.201 (May 20, 2015)

  • Fixed problem with moving occupants within the same timeslot - particularly when auto-numbered
  • Fixed a bug in the optimize routine which optimizes for usage target.

New in SmartRoster 4.200 (May 20, 2015)

  • Small change to stop the start-date for new volunteers or role members defaulting to the date entered.
  • Now defaults to "unknown"
  • Security functionality now only restricted for Smartroster Lite
  • Enabled the Importing of constraints (keep together, etc) when importing from a .ros file
  • Run multiple instances of Smartroster when building the schedule - allows smartroster to process up to 400% more builds per minute by utilizing multiple cores on suitable PCs (Intel Core i5 or Core i7)
  • Autonumber allows the user to specify starting number, and now sorts by the numbers and shows then as a prefix
  • Fixed problem with x times every x months - the periods needs to be 31 for the long months

New in SmartRoster 4.119 (May 20, 2015)

  • Fixed 'Copy From' drop down for absences which was not working
  • Fixed problem with usage target 'x' max x in every y months'. Was sometimes triggered incorrectly
  • Changed iCalender files to use local time only - not GMT time. Was causing a problem day-light saving
  • Fixed problem with importing people, if importing roles would delete roles that were not on the imported list

New in SmartRoster 4.118 (May 20, 2015)

  • Fix a problem with incorrectly recording which reminders have been generated
  • Increased the free trial period to 1 year

New in SmartRoster 4.117 (May 20, 2015)

  • 'Unscheduled' column now only shows people who are available and who have not exceeded their usage targets
  • Fixed problem where the WebShare local mirror path was not automatically created which caused error
  • Added new property 'Sort Occupants' to roles. Allows the user to choose whether to sort occupants as they appear in the schedule grid
  • Fixed problem deleting associations in the people dialog
  • Fixed problem with webshare saving (uploading) sometimes returning errors
  • Fixed problem deleting a person - timeslots not fully deleted, ghost slots appearing when a new person was subsequently added
  • Fixed problem with out of bounds error right clicking in the empty area to the right of the schedule grid
  • Fixed problem with using the '-' and '+' keys when entering comments into the schedule grid (would increase/decrease font size)
  • New option to specify whether locked cells are cleared by global function 'Schedule > Clear' (menu option or F4)

New in SmartRoster 4.114 (May 20, 2015)

  • Modified WebUpdate to copy the new executable into the Temp folder so if unable to copy into the installation folder the user can do this manually using windows explorer
  • Fixed problem with long SMS messages - now can send messages longer than 160 characters

New in SmartRoster 4.113 (May 20, 2015)

  • Fixed the column headers in the Email dialog to have text in white which is readable on a dark border
  • Fixed an error on the AutoFill optimisation routine which now improves the filling of vacancies

New in SmartRoster 4.100 (Aug 24, 2012)

  • Full new security system with user login credentials and authorities. Controlled by the System
  • administrator. Documentation in the new user manual
  • Fixed problem with error creating events when security is enabled
  • Added option under Role Members menu to view only active role members (hide inactive) as a toggle flag
  • Simplified registration. Licence file is no longer required. Registration simply involves copying the Registration name and Key from the email (copy and paste)
  • Filter in the People panel will also filter on email address

New in SmartRoster 4.017 (Aug 24, 2012)

  • Fixed problem with right-click selecting roles when schedule grid in Date-by-Name format
  • Fixed problem with remembering last selected report type (always remembered the last Schedule type report only)
  • Fixed problem with roles not marked "Schedule this role" disappearing from the Roles list (however not actually removed)

New in SmartRoster 4.015 (Aug 24, 2012)

  • Fix problem with infinite loop with using consecutive>1 in some cases
  • Fixed problem with the calculation of non-fixed usage targets - was counting rolemembers where the associated person was not active - hence targets were too low
  • Fixed problem with automatic conversion of WebShare files to the new Amazon-bases service - not occuring in some cases

New in SmartRoster 4.012 (Aug 24, 2012)

  • Fixed problem - unable to select a person with 'Would exceed automatic target' from the grid right-click menu
  • Fixed problem with setting absence date for AM or PM range (where interval is 15 mins instead of 30)
  • Fixed problem with the Delete and Edit buttons in the new event dialog (Pattern editing) being enabled when no pattern is selected
  • Fixed problem with export to Word not working in some cases
  • Add MailBee back in for emailing to try to solve the problem sending SSL mail for some folks
  • Changes to enable release of SmartrosterLite. Has preinstalled license file which will not require the user to register it. Restricted to 50 persons, no email, no export to word, no webshare, no upload to Ftp. Will be a free non-expiring license with 1 year for updates only.
  • Fixed for sending email to a person with multiple email addresses separated by semicolons
  • Fixed problem with preassignments not changing automatically when absence is created or removed
  • Fixed problem unable to drag and drop from role members (in List view) and from the People Panel

New in SmartRoster 4.009 (Jul 10, 2012)

  • New PDF report engine - as a result, PDF report creation is 3 times faster. The default report save format is now PDF
  • New View > Fullscreen (F11) option to make the most of large screens
  • New email backend for greater compatibility across platforms and operating systems, with slight speed enhancement
  • New WebShare backend. Now uses Amazon Web Services (S3 service) for greatly improved security, reliability and speed
  • Changed the look and colors of the main window panels for better contrast and aesthetics
  • Tidied up all fonts to Arial (TT fonts) instead of MS SansSerif and made font sizes consistent
  • EmailQueue is MUCH faster to initially show old messages (viewing archived messages)
  • When sending the same attachment file to many people, it no longer makes a separate copy for each individual (since the file is the same for each person receiving)
  • Right-click menu in schedule timeslots shows a message if a person exceeds the automatic usage target but still allows them to be used
  • Double click in an empty part of a schedule cell automatically brings up 'add comment' entry box (like right-click > 'add comment')
  • If a person's name is typed into a comment matching a person in the database then that person will be scheduled rather than a comment being added
  • Can select to save files compressed or uncompressed. This is useful to open files saved in version 4.0 in earlier versions of smartroster (as the compression format in 4.0 is not backwardly compatible)
  • Changed People properties dialog in the report parameters dialog to be a real dialog instead of a pseudo-dialog
  • At startup, automatically attempts to reopen webshare file from the web (if WebShare file was the last open)

New in SmartRoster 3.800 (Sep 13, 2011)

  • Use + and - keys (or schedule menu) to enlarge or shrink the schedule grid (fit more or less on screen)
  • Can right-click "copy cell" in any schedule cell to copy the text of the cell to the clipboard
  • New + and - buttons in the mail window to add or remove the respective item
  • New "Email Tech-support" under the Help menu (assumes email is configured and working)
  • Word reports now work with vb script files
  • Consistent "+" and "-" buttons for adding or removing from lists
  • New Shortcuts: "e" = hide/show Events panel, "p" = hide/show People panel,
  • "r" = hide/show Roles panel, "s" = hide/show Schedules panel,

New in SmartRoster 3.600 (Apr 26, 2010)

  • New main window toolbar icons and modified main window colours
  • New AM or PM indicator when adding single dates - helps add simple half day periods supports exporting and importing of UsageTargets and EnforcedBreak
  • New 'change back to default' button to change event or role-groups colour back to default
  • [RoleNames] field type added - only shows role names without role member usage targets
  • Fixed problem with line wrapping in reports - now wraps long lines to fit so that text is not hidden
  • Fixed problem with number in Report parameters where decimal separator is a comma
  • Added additional date format for reports "mmm-dd "
  • Fixed importing of absences - now looks at the actual dates to guess the month position (dd-mm or mm-dd) and also checks the users system preferences for date format
  • Fixed the way Filters are processed - in particular the PersonType filter
  • Fixed dates appearing incorrectly in the Absences tab - incorrectly included the day after the range for adhoc - date-range (NOT single dates)
  • Fixed "Consecutive=1" didn't work when Strictly was enforced

New in SmartRoster 3.501 (Sep 24, 2009)

  • New Help subsystem - now is Windows Vista - compatible
  • Added new StartDate field for Person and Role-Member - can be reported, used in filters and reduces a person's automatically generated target where they start after the beginning of the current schedule
  • StartDate also affects availability - ie not available before startdate
  • Modified WebShare to make it slightly quicker and require fewer connections, and WebShare messages are more informative
  • Added new "Secondary" property to role-event; if a role is secondary a person must be scheduled to primary role first (applies only to compatible roles)
  • When bulk emailing - people not active as role member will not be copied bulk emails sent to that role
  • Improved "Valid Event" panel to show additional properties
  • Can now report just the Vacant slots
  • Using the "Master Schedule" report, if is selected and "Hide non-recipients" ticked and you turn on show vacant slots (Schedule > Show vacant)
  • Can now send to multiple email addresses for a single person (using semicolon to separate email addresses)
  • eg useful to send the same message to a child and his/her parent
  • If colour is used for Events, a pale version of the colour extends across the whole row
  • Was slow to start when a networked printer was the default printer. This has been improved

New in SmartRoster 3.412 (Sep 24, 2009)

  • Fixed problem with filters: Filter on Age field not working for age = 0
  • Fixed problem with role groups form not scaling correctly
  • Fixed problem with location of StartingAt and Time/duration fields when editing date specifications
  • Fixed problem with "Unscheduled" column not updating correctly
  • Can pass the initial file to open in command line as /open "filename" (quotes necessary if filename includes spaces)
  • Changed wording "Rosters" to "Schedule" in the toolbar
  • Fixed problem with WebShare (not connecting)

New in SmartRoster 3.400 (May 11, 2009)

  • Fixed bug with deleting person (invalid reference to TRole instead of TRoleMember)
  • Prevent two or more people referencing the same absence recor
  • Fixed problem with usage counts involving "Max in each period" where role or event groups used
  • Fixed Traced memory leak during AutoFill
  • Added ability to attach separate files for each role/event when sending reminders
  • Saves filter history so user can easily choose from previously used filters
  • Reminders not raised roles that are not being scheduled
  • Fix to role distrubution report - only shows those who are on the roles selected, and shows N/A in roles that do not apply
  • Added Uni-directional association preferences (tick the box in the associations dialog)
  • Absences in the Update Person Details dialog now shows full details
  • Absences now properly re-calculates after making changes to a persons absence record
  • Fixed a few problems to do with scheduling consecutively while trying to respect keep together association preferences
  • Fixed a problem which tended to reduce randomisation when scheduling people with associations (made them more likely to be scheduled compared to those without any associations)

New in SmartRoster 3.306 (Dec 17, 2008)

  • Fixed problem with using Consecutive > 1 where Applies To Events = All Events

New in SmartRoster 3.102 (Jul 21, 2007)

  • New menu "Schedule > Show unscheduled persons" displays a new column showing all persons for each event who have not yet been scheduled for that event

New in SmartRoster 3.0 (Apr 15, 2007)

  • Announcing WebShare for file sharing over the internet
  • Seamlessly share data between multiple computers � even in entirely different locations!
  • Use our secure high performance FTP servers OR use your own internet file server, at your option!
  • (FTP protocol required to use your own server)
  • three simple new options under the file menu make it easy to open or save your SmartRoster file to the internet
  • specify whether a particular workstation can update webshare files or is read-only
  • New Complex Pattern support
  • Events, Absences (individual and role-member), pre-assignments can now be defined as complex patterns. This means you can set multiple patterns or date/time ranges for a single event
  • new pattern cycle MatchEvent (for absence or pre-assignment patterns) allows you to easily match an absence or pre-assignment pattern to an exiting event pattern (which has its own complex pattern definition)
  • can now specify "the Last [Sun, Mon, Tue...] of every month" (in the "Month" tab) as well as the 1st, 2nd, etc
  • New Global Restrictions
  • Similar to role-event restrictions, you can now set restrictions that apply to a group of roles rather than just a single role
  • New Schedule Panel format - Personnel on the vertical axis (left) , event date/time in the horizontal axis (top)
  • This new format will suit those where the majority of personnel serve frequently. The existing format may suit those with large numbers of serving personnel, where each person serves infrequently.
  • A new report has been created - Master II - which mirrors this new layout (choose whether people are columns or rows)
  • This new format makes use of Role Abbreviations, both in the Schedules grid, and on reports
  • New "Show Active Only" option to People menu.
  • If selected then all non-active (unticked) persons are hidden
  • New Archive option under the email queue.
  • This means your can archive older sent items so that you don't have to scroll down the complete list of all items ever sent each time you show sent items. Archived items are still available to browse or even re-send. No information is lost.
  • New AutoNumber feature (Role-event setting) randomly assigns unique number to all occupants of same timeslot
  • New "Member availability affects group" option on the Members tab when updating a person allows you to indicate whether a group's availability during Auto scheduling is affected by the group-member's availability
  • New Paste menu option on Role Member menus permits easy copy/paste of members between roles
  • eg. use Copy in one role and Paste in another role to copy members across roles
  • New check on file open will disallow opening of a file in a version of SmartRoster earlier than the file's version
  • Changes in this release mean that important data could be lost if this check were not made
  • Encrypted files are now much smaller (the same size as non-encrypted files) and more secure (not even Davallia Technology can open encrypted files without the password - so don't forget it!)
  • Can edit absences for multiple role members in a single edit (Shift-select the members then click on Absences button)