The below product updates are scheduled to go live September 9, 2024. Release notes for each update will be added here once it is available in your test environment.
People Reports - Updated Filter: Select people reports have been updated to include a new "Membership Organization Filter Logic" filter below the existing "Membership Organization" filter. The new filter works in conjunction with the "Member Organization" filter, allowing you to:
- Find people that have at least one of the selected membership organizations.
- Find people that have none of the selected boards.
The following reports will have the new filter:
- Run Report > People > Ad-Hoc Report > Ad-Hoc Report
- Run Report > People > Credit Reports > Credits Report
- Run Report > People > Credit Reports > Credit Summary Per Person
- Run Report > People > Credit Reports > Activity Awarded Credit Summary
The new filter provides a more nuanced option for filtering by member organizations and allows you to easily see what individuals may not have selected any member organizations so you can reach out to them and remind them to.
ABTS and ABOS Added to PARS/JA-PARS Reporting: ACCME updated their PARS and JA-PARS reporting templates to include these two accreditation bodies in the MOC sections of these reports. We have updated our reporting templates to match.