1903 Release Notes

Date Prepared: 10/04/2019

Prepared by: Quality Assurance Team

TABLE OF CONTENTS
1. Front of House ....................................................................................................................................................2
1.1. VSO #82449 Position on Programs Waitlist (FOH) .....................................................................................2
1.2. VSO #77252 Joining and Paying For a Session After it's Started in Front of House ...................................2
1.3. VSO #76500 Respecting Bookability Rules When Booking Sports Courses in Front of House ...................3
1.4. VSO #85655 cashing up to create a default bag.........................................................................................3
2. Membership Management.................................................................................................................................3
2.1. VSO #82218 Agreement Cancellation Reasons Filtered by Selection ........................................................3
2.2. VSO #80710 Employer in Joining API ..........................................................................................................4
3. Reports ...............................................................................................................................................................4
3.1. VSO #84481 New Reports Target Display...................................................................................................4
4. Control Panel ......................................................................................................................................................5
4.1. VSO #84811 Configuration for Cancellation Request .................................................................................5
4.1. VSO #84459 Promote from waiting list can auto attend if the promotion is within the auto attendance
period 6
4.2. VSO #83787 Apply booking rules to class waiting list ................................................................................6
4.3. VSO #84546 Support DD services starting on first bill date to not charge upfront fees ............................7
5. Invoicing..............................................................................................................................................................8
5.1. VSO #73359 Upgrade invoicing JavaScript libraries to secure versions .....................................................8
5.2. VSO #80951 Invoicing – multiple gl/nominal codes on invoices raised from foh ......................................8
6. Event Management ............................................................................................................................................8
6.1. VSO 83996 COMPARE CONTRACT VERSIONS .............................................................................................8
7. API & Single sign on ..........................................................................................................................................10
7.1. VSO #75012 Send lapsed status to mywellness .......................................................................................10
8. Sports Courses ..................................................................................................................................................10
8.1. VSO 83452 Preventing Refund/Credits when X sessions HAVE passed ...................................................10
9. 26. Bug Fixes .....................................................................................................................................................12
14.1.1 ................................................................................................................................................................13

1. FRONT OF HOUSE

1.1. VSO #82449 POSITION ON PROGRAMS WAITLIST (FOH)

When looking at the waiting list for a Sports Course in FOH, you are now able to see which customer is next in
line to take up any slots that become available. You can sort the columns to change the order if required.

1.2. VSO #77252 JOINING AND PAYING FOR A SESSION AFTER IT'S STARTED IN FRONT OF
HOUSE

You are now able to book into a Sports Course that has already started in FOH. This is to match the current set
up in Back Office.

The ability to do this is controlled by the same security token as Back Office: SC_CAN_ENROL_LATE

Once the configuration has been set up, if you try and book into a previous session you will get the below
message:
 1.3. VSO #76500 RESPECTING BOOKABILITY RULES WHEN BOOKING SPORTS COURSES IN
FRONT OF HOUSE

Bookability Rules for Sports Courses now apply to booking Courses in FOH. They are configured in the exact
same way as the rules for Online Bookings, the only addition is that the rules will pull through to FOH and a
member is booking in House.

To configure the rules please navigate to CP > Data > Booking > Setup Advance Booking Notice Periods

Once configured in here you can attach the rule to either the Sports Courses Directly in Back Office (Template or
Edit Course) or you can attach the rule to an Agreement in Agreement Management.

If the member does not fit the criteria to book onto the course in FOH you will see a message that reads “The
member does not meet the bookability rules to book on to this course at this time”.

Please note if the user has the security token SC_C AN_OVERRIDE_BOOKABILITY_RULE then they will be able to
go ahead and override the rule upon entering their credentials.

1.4. VSO #85655 CASHING UP TO CREATE A DEFAULT BAG

When cashing up is performed with no bag, a ‘Default bag’ of zero will now be created. Previously when cashing
up - if no bag was created by the user then this made reporting on the cash up difficult. Following this
improvement if there is a need to cash up with no bag then a generic "Default bag" of zero value will be now be
created to ensure that cash ups can be easily reported on.

2. MEMBERSHIP MANAGEMENT

2.1. VSO #82218 AGREEMENT CANCELLATION REASONS FILTERED BY SELECTION

 In Membership Management and the Cancellation Wizard when you are asked for a cancellation reason you
now will only see reasons flagged for agreement cancellation.

Further to this when you are In Back Office and asked for cancellation reason, you will only be able to see
reasons flagged for agreement cancellation.

Please note, if a cancellation reason previously set is no longer enabled for agreements, you can still see it in
Membership Management and reports, but it will not be an option when adding the reason.

2.2. VSO #80710 EMPLOYER IN JOINING API

You are now able to use an API call to retrieve a list of Corporate Sponsors in Legend.

For the Corporate Sponsor to show in the API call, you must select the “Available Online” option for the
individual Sponsor. Please note this will set as off as a default.

3. REPORTS

3.1. VSO #84481 NEW REPORTS TARGET DISPLAY

When displaying a "Target Progress" item on a Dashboard, new options have been added for displaying the
expected progress. The options are as follows:

 Left-Hand Caption. This affects the numbers on the left-hand side of the bar.
 Actual and Whole Target - will show the actual number (of sales/visits/etc.) along with the target you
entered for the month.
 Actual and Expected Progress - "Expected Progress" is based on the current day of the month.
e.g. if it is the 4th of the month, 3 days of the month have gone, thus 10% of the month has elapsed.
So if the target is 1000, 10% of the month has gone – you would expect to make 100 sales at this point in the
month (So the second number would be "100").
 Actual and Expected Progress and Whole Target - Shows all three figures.

4. CONTROL PANEL

4.1. VSO #84811 CONFIGURATION FOR CANCELLATION REQUEST

There has been a configuration setting added for the Cancellation Request option that is found in FOH (FOH >
Options > “Request Membership Cancellation”). This new setting allows you to turn the ability for the end user
to use the Cancellation Request on and off. The setting can be found in CP > Global Settings > FOH1
 4.1. VSO #84459 PROMOTE FROM WAITING LIST CAN AUTO ATTEND IF THE PROMOTION IS
WITHIN THE AUTO ATTENDANCE PERIOD

A new configuration option allows you to mark no charge waiting list automatic promotions as “attended”, if
the promoted member has already swiped into the club within the normal club swipe period for class automatic
attendance.

An additional configuration option allows you to ensure that waiting list promotions that are charged, are
marked as attended. The charge however is outstanding - to be paid on the next visit.

4.2. VSO #83787 APPLY BOOKING RULES TO CLASS WAITING LIST

There is a new configuration option to apply class booking rules to waiting lists. Once this option is turned on
(ticked), members will not be able to add themselves on to a waiting list if they do not meet the same restriction
rules setup for booking a class.

The setting can be turned on in the Legend Control Panel > Global Settings > Bookings > Waiting List > Check
Booking Rules on Adding to Class Waiting List. This is applied for all methods of booking onto a class (Online
Services, Native Application, FOH, Bookings).
 4.3. VSO #84546 SUPPORT DD SERVICES STARTING ON FIRST BILL DATE TO NOT CHARGE
UPFRONT FEES

A new configuration option has been added to control panel to prevent a member from been charged at joining
when they’re due to start on the first bill date.
The setting can be turned on in the Legend Control Panel > Global Settings > Legend Only > Contact Services >
Contact Services No Fee When Start on First Collection

This functionality is only supported in FOH

 5. INVOICING

5.1. VSO #73359 UPGRADE INVOICING JAVASCRIPT LIBRARIES TO SECURE VERSIONS

JavaScript libraries in Invoice Management are now using the latest version to ensure security

5.2. VSO #80951 INVOICING – MULTIPLE GL/NOMINAL CODES ON INVOICES RAISED FROM
FOH

Each line of the invoice uses the nominal code that corresponds to the mapped GL code used in the billing item.

6. EVENT MANAGEMENT

6.1. VSO 83996 COMPARE CONTRACT VERSIONS

Contract Versions can now be compared in Event Management. A Template for the Contract Version
Comparison must first be uploaded to the relevant Schedule Type. The template can have a large number of
fields and track changes over a number of fields.
 This is done in Back Office >> Configuration >> Event Management >> Schedule Types. Select the Schedule Type
you want to apply the template to. See the ‘Compare Contract Versions’ displayed with the Action ‘Select File’
and the Languages dropdown.

Select the ‘Select File’ action and select a file from the File Explorer window. See the Document name displayed
with the action ‘Upload’ now available.

Select the ‘Upload’ action. The document is uploaded and the actions ‘Download’ and ‘Remove’ are displayed.

To compare Contract Versions open Event Management and Navigate to the Contract Version page Organisation
>> Schedule>> Contract Version.

At the bottom of the page see there is the ‘Compare Contract Version’ selection.

The first dropdown is the Contract you are comparing against the ‘Master’ contract. This will often be an earlier
version of a contract.

The second dropdown is the ‘Master’ contract. This will often be the current version of the contract, but this is
not enforced.

When both contracts have been selected select the compare action. A new browser tab will open displaying the
‘Contract Comparison’ from the template uploaded in Configuration>>Event Management> Schedule Type
Note: Contracts created before 1903 will not be available for comparison.

7. API & SINGLE SIGN ON

7.1. VSO #75012 SEND LAPSED STATUS TO MYWELLNESS

The API will now send lapsed member status to Mywellness, so that Mywellness can update the status of a
member.

8. SPORTS COURSES

8.1. VSO 83452 PREVENTING REFUND/CREDITS WHEN X SESSIONS HAVE PASSED

Cut-offs for Preventing Refunds and Credits are configured in Sports Courses at the Template level. Select
Discipline >> Configuration >> Templates >> Add New. See the new field is now available ‘Max Number of
Sessions Before Refund Prevented’. Here enter the number of sessions you want the Cut Off point to be set at.

Example: Setting the Value to ‘1’ means any cancellations after the first session has started will not be given the
option to be given a Refund.

Note: Leaving this field blank will mean that the Cut Off is not applied, ‘0’ will apply the Cut Off as before the
first session.
The Template Setting ‘Max Number of Sessions Before Refund Prevented’ can be overridden at the Course level
either during Course Creation or by Editing the Course. To override scroll to the ‘Max Number of Sessions Before
Refund Prevented’ field. See the field is populated and read-only.

Select ‘Override Template’ and the field becomes editable. Enter the new value and select ‘Save Course’.

When cancelling after the configured ’Max Number of Sessions Before Refund Cut Off’ the standard
‘Cancellation’ modal will be displayed with the message ‘This course has past the configured maximum number
of sessions where refunds/Credits are allowed’ with the option ‘No Credit/Refund available. Select ‘Next’ action
and confirm the Cancellation Summary as part of the standard Cancellation workflow.

Note: If a Cancellation Admin Fee is applied this will still be charged.

If the user has the security token SC_CAN_REFUND_AFTER_MAX_SESSION_CUTOFF then during the Cancellation
process, after the configured cut off has been reached, rather than only having the option ‘No Credit/Refund’
available all Cancellation options will be displayed below the warning message.

Note: When the Cut Off has been overridden a Member Event is created in Membership Management with the
code ‘SC_CPR_OVR’ and the text ‘Unenrollment refund/credit prevention overridden’.

1.
9. 26. BUG FIXES

 VSO #77012 Add to Basket button stays visible after error in CMS.
 VSO #80482 Sports Courses competencies wording and grammar corrections.
 VSO #81811 'Select File' action covers part of the 'Language templates' and 'Invoice template' lookup on
the Schedule Types page.
 VSO #83125 Online member services – credit note not being applied.
 VSO #83820 Able to edit a Sports Course to start in the past.
 VSO #84176 Change of “Proper Email” to “Valid Email” in Online Services.
 VSO #84503 Online Statement not populating.
 VSO #84554 Online Ticketing – Searching in Back Office no longer filters by location.
 VSO #84622 Pricing Fields in CM do not display correctly in FireFox.
 VSO #84846 Creating a new Sports Course discipline after editing displays Update not Add New.
  VSO #84925 Class descriptions to show trade mark symbol in Online Services.
 VSO #84926 Booking Rules configuration shows correctly in Sports Courses.
 VSO #84936 CMS – Login redirect after first sign up after course search.
 VSO #85241 * shows for postcode when it’s not mandatory in responsive profile.
 VSO #85118 Security Change: Back Office Configuration.
 VSO #85198 LEMS: Attempting to remove PDF template in config before saving, 500 error.
 VSO #80256 Sports Courses - Bundles are not carried across to new terms.
 VSO #83548 Can't confirm 2nd email on resolution.
 VSO #83409 LEMS: Saving PDF template does not save to selected location.
 VSO #83096 QAI: Create contact in BO broken.
 VSO #84909 Making an extra inactive before the bundle has been created it asks for confirmation to
close the modal.
 VSO #84911 No Actions > Enable for inactive extras.
 VSO #84157 My Family page does not show new contacts until the page is refreshed.
 VSO #84223 When adding a family member to a group, error appears 'Failed to create group'.
 VSO #84399 Total Price not shown when adding inventory items to a booking in CMS.
 VSO #84401 Inventory Item Name not shown in Facility Booking summary view in CMS.
 VSO #84406 CMS Facility booking display issue if setup and tear-down time required (medium screen or
above).
 VSO #80970 Mandatory field warning for Name is blank in LEMS Departments.
 VSO #81143 Rentals should check version template before showing dialog for version creation.
 VSO #84063 LEMS - User unable to create new contact. BUG 84063*.
 VSO #83547 Reset task in task modal.
 VSO #81695 BYM shows when creating SMS templates.
 VSO #84243 User-Entered Field Title on Excel Exports Not Showing.
 VSO #84975 Issue with Many Group Fields on Aggregated Reports.
 VSO #82023 FC: BNZ account number matching.
 VSO #83194 MM – FWDBilling shows promotional discounts for previous agreements after upgrade.
 VSO #78381 Agreement booking restriction issues – FOH.
 VSO #83195 CMS - Questionnaire/PARQ questions do not display unless they are set to club level.
 VSO #83521 Bookings – Cancelling a booking after the cutoff in bookings raises a charge but clears
booking debt.
 VSO #84835 Add to waiting list online could happen when already booked.
 VSO #79920 Unable to link online email to migrated members.
 VSO #82024 MM: BNZ bank account number validation.
 VSO #82022 FC: Credit Card Rejection handling.

14.1.1