v17 Release
Version 17 has been released and a handful of agencies have already been updated. Below are the Version 17 Release Notes.
v17 Release Notes:
v17 Release notes (PDF, 3.0 MB)
The v17 release of the IMA Desktop includes many new features and enhancements. We have tried to the best of our ability to minimize the difficulty of this transition. Almost everything you currently do in the application will work as it did in version 16. This will allow you the ease of first upgrading and then planning to start using the new features. There are two important exceptions to this:
- HomePage: We have restructured the homepage which all of your users see when first logging into the system.
- Client Registration: The user interface for the menu and options within client registration has changed
With proper planning and preparation, the v17 upgrade can be implemented easily and quickly with relatively little impact on your user community. After the upgrade, the system administrator may then study each of the new features at their leisure and implement each when ready.
The full set of the v17 release notes consists of 15 documents as listed below each with its own heading and page numbering.
| Section |
Title |
Pages |
| A. |
Introduction (this document) |
1- 2 |
| B. |
List & brief description of the changes |
1 - 6 |
| C. |
Details with screen shots for each change |
1 |
| 1. |
HomePage/Menu |
1 - 5 |
| 2. |
Client data & enrollment |
1 - 3 |
| 3. |
System administration |
1 - 4 |
| 4. |
Online help |
1 - 4 |
| 5. |
System auditing |
1 - 4 |
| 6. |
Staff calendar |
1 - 2 |
| 7. |
Client services |
1 - 1 |
| 8. |
Reports & utilities |
1 - 4 |
| 9. |
Billing |
1 - 5 |
| 10. |
New financial data fields |
1 - 3 |
| 11. |
Case Management module |
1 - 1 |
| 12. |
EMR |
1 - 6 |
| 13. |
IMA Forms Catalogue |
1 - 2 |
First, carefully review the first two sections in the release notes identifying the mandatory changes and determine how these will impact your organization and system. Next, examine the last section describing the details of the enhanced administration structure for managing operator permissions. While this is optional, you may want to utilize at least some of it in conjunction with the new mandatory menu system.
- Review the menus currently in use at you agency. You can do this by looking in Operator maintenance and observing the "Windows menu" assigned to each active operator.
- Determine what if any special menu configurations you will need and if you may need us to construct a custom additional menu functions list for you as described in the brief change listing below.
- Arrange with the IMA HelpDesk to schedule and implement any customizations, if needed, prior to your scheduled upgrade.
- Review all of the registration screens in use at your agency and determine how the mandatory changes described in the expanded change descriptions below will impact your organization.
- Prepare for any needed procedural changes that may be needed and for the associated user training.
- Evaluate training capabilities and determine if training can be managed in-house or if IMA is needed to assist with end user training.
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