June 2025

Release: June 10, 2025

Thank you for the feedback provided during our survey. Your experience and suggestions are valued and highly contribute to the efforts our team makes to improve SAM. 

Improvements 

• Updates to Photos for better functionality. See SAM Guide: Photos for how the photo fields and photo repository work.
• Sidebar Links can be managed as expected under My Links. SAM Guide: Sidebar Links Manager
• The Lightning Bolt to designate Auto Actions on Checklists is back! This popular improvement needed to be reworked for efficiency. This is used to communicate automations that trigger when the Checklist item is entered. 

• New Filters have been added to Checklists to assist users in locating: 
  • Incomplete vs Complete items
  • Responsible Workers
  • Items shown to Clients (End Users) vs those used internally

• Overdue Checklist Items are clearer to identify as they show up red, bold, and include an icon, so users can recognize tasks that need attention. 

• My Tasks on the Home Page have some formatting changes to better match the style of the site and recognize overdue items more effectively. 
• When searching for a Child, the City, State show up in Search Results based on the Child's Current Location. Note: If the Current Location's address is updated, SAM will not update the Current Location address fields. This can be accomplished by removing the Current Location and re-adding the Location. We have another ticket for further development. 
• When printing reports, the Title Bar displays with the Report Name. SAM Guide: Reports Overview
• Sidebar links on the Table screen have been reorganized for more clarity. SAM Guide: Table Properties
• SAM's message on the login screen accepts links
• Invoice and Receipts display clickable link back to the record's cover page. SAM Guide: Invoices/Receipts
• Printing Invoices/Receipts removes the Title Bar for a cleaner print. 
• Auto Actions Detail screen has been reorganized to include a new card for Execution Settings including Execute More than Once, Execution Order, and Allow Duplicates to show these advanced settings for more control of Auto Actions. SAM Guide: Auto Actions Overview

• Tables used for accounting have been updated to allow SAM Leads to view/edit the table and fields. Some fields used in accounting cannot be edited to protect the system from changes that could impact function. 
  • Affected Tables: Placements, Rate History, and Child Location Timeline
• Various styling updates: 
  • Input boxes color has been deepened for better visibility
  • Decreased padding on collapsed cards to improve space on screens
  • Updated checkboxes to current style when selecting tables 
  • All page content is set to full width
  • Memo Text fields are setup to show more lines by default. Use the drag function at the bottom right of the input box to open additional space as needed. 
  • Font size is controlled to make forms easier to get more into our monitors
• Number Fields are setup to not increase or decrease when scrolling. 

Bug Fixes

• Public Forms allow Prefill from Last. 
• Response Time on Checklists can be set to a negative number
• Special Requirements no longer cause errors when saving forms
• When exporting email addresses, the link to Enter Communication works as expected
• Users with permissions that limit deleting of checklist items can no longer see the Delete option through the Checklist Item meatball menu.