The August 2025 release of Alinity was deployed to Test environments on August 12th and was deployed to Production environments on August 21st. A summary of the changes included in this release appear below.
Product Release Webinar
New Features
Hold Renewal (Block) Option on Conditions | Renewal
We have implemented a new feature that will allow individual conditions on practice to serve as reasons to hold a renewal for review. This means that on each condition in your setup menu, you have the option to turn on the “Hold Renewal” flag along with a hold reason. Therefore, if someone has that condition and renews their license, they will be held for administrative review. Whereas, someone with a different condition that does not have that flag turned on, will not be held for review due to the condition.
Automatically delete manual exports from search screens | Admin
With this release, we have rolled out a new feature which allows you to automatically delete exports that are older than a certain period of days. This means that exports that have been created manually via search screens will no longer stay in your system beyond your retention period, and you don’t have to manually delete them. There is a new Job available in your Utilities section titled “Export File Cleanup.” There is also a new configuration parameter available via Setup > Other Configuration titled “Search export retention (days).” By default, it will be set to 0, meaning that nothing will automatically begin deleting. But you can edit that number to the number of days you would like your system to keep these exports before automatically deleting them for you (30 days, 60 days etc.)
Automatically Delete Provincial Provider Registry Exports | Admin
We’ve added a new export deletion feature specifically for Provincial Provider Registry (PPR) exports. To set the retention period, go to the “Jobs” list under “Utilities.” Locate the job titled “Provincial Provider Registry Export” and edit the number of days for its retention period.
Override catalog item description and add custom instruction text | Accounting
With this release, we have added the ability for administrative users who have the Accounting administrator grant to override the description text of a catalog item on an invoice. Additionally, a separate text box called “Instructions” is now available on the invoice for adding custom notes and details. These “instructions” are visible to the registrant when viewing and paying the invoice.
Multiple In-Progress Forms | Member Portal
In some situations, a member may need to work on multiple forms at the same time. Previously, the system prevented this, and it will continue to do so for forms that directly impact registration. However, there are cases—such as requiring multiple Verification of Registration (VOR) forms or handling several forms related to a single case—where concurrent forms may be necessary. The system has now been updated to support these scenarios.
Invoicing Administrator Permission | Admin
With this release, we are introducing a new permission called “Invoicing Administrator.” This role allows users to create and edit invoices, as well as un-apply and re-apply payments. It does not provide access to create payments, override pricing, configure catalog items, or enter GL accounts.
Client Portal Permission Admin | Admin
We’ve added a new permission that specifically allows administrators to manage Member Portal permissions (e.g., Audit Reviewer, Verification Assistant, etc.). When this permission is enabled, the administrator will have access only to the Member Portal section of the permissions page.
Feature Improvements
Show role of people on case event form creation | Cases
When you are adding a form to a person from within a case, you first go to the event, select that you want to add a form and then select the person from the dropdown list. Previously, you weren’t seeing that person’s role in that dropdown list, only their name. We have now made an update so that you see [Name] [(Role)] to make it more clear that you are assigning the form to the right type of person.
Unapplied Payments Query | Accounting
On the Payments Search page under the Accounting tab, you’ll find a query called “Unapplied.” This query is designed to help you identify unapplied payments. With this release, we’ve added a second dropdown option that allows you to narrow results to people or organizations with unapplied payments and unpaid invoices. This makes it easier to quickly locate these records and, where appropriate, apply payments to outstanding invoices.
Application User Session Access | Admin
The Page Access Summary report, available under your Subscription tab, shows which pages a user accessed during a specific time period. Previously, there was no way to clear out old access data from the user interface, and these records would continue to consume storage.
With this release, we’ve added a configuration setting (Setup > Other Configuration > “Access log retention (months)”) that allows you to specify how long this data should be retained before the system automatically purges it. By default, the value is set to 0, meaning automatic deletion is disabled. Once configured, the system will manage purging for you.
You can also track these clean-up activities under Jobs, where a new job titled “Access Log Purge” has been added.
Member Portal Side Menu Reorganized | Member Portal
We’ve updated the tab order in the Member Portal to make navigation more intuitive. Tabs are now grouped and displayed in the following order: registrant tabs such as Download Registrations, Profile, and Learning; directory tabs if applicable such as Employer Directory and Member Directory; corporation tabs such as Register a Corporation and My Organizations; and finally any single sign-on integrations you may have. Previously, organization-related tabs and registrant-related tabs were mixed together. This new structure provides a clearer, more logical flow for users.
Darker highlight when opening in new tab | Admin
When right-clicking a chevron ( > ) to open it in a new tab, the selected chevron now highlights in a darker blue. This makes it easier to see which one you clicked when you return to the original tab. Since many users prefer opening items in a new tab rather than clicking through and using the back button, this change helps improve navigation clarity. You will also see this change in other areas such as the edit box icons or ( + ) buttons.
Bug Fixes
Form Status Triggers on Org Forms | Org Forms
Previously the email triggers were sending to the appropriate contacts for the organizations however, they were not showing up on the organization’s email list. Now, the email record will show up on both the person’s email list and the organization’s email list.
Complaint intake management permission | Complaints
The “Complaint Intake Management” permission is designed to provide access to creating complaints and assigning contacts, but not to show the complaint details or the timeline of complaint events. The “Complaint Details” permission would provide you with the additional access to fully manage the complaints. It was recently brought to our attention that the Complaint Intake Management permission was allowing for the editing of public complaint comments. This has now been corrected.
Query Setup Page | Admin
On the Query page under the setup menu, the bottom row of query categories was being cut off by the page footer. This has now been corrected.
Review Required “!” on Registration Changes | Admin
On the registrations page, if a manual registration change is completed, there will be an exclamation mark that you can click on for details as to why review is required. However, if a registration change was completed and there was no form, clicking on the ! would result in an error message. We have updated this now.
“Show to member” on complaint documents | Complaints
Complaint documents have the option to “Show to member,” however this option previously wasn’t functioning as expected. From the UI, it wasn’t showing the document to the member. We have now adjusted the code so that documents with the option “Show to member” turned on will appear on the member dashboard now.
Consultation Exports | Consultations
The consultations module was recently migrated to use the cases table structure, which unlocked the features to support “Interactions” (See June Release). What we recently realized with this migration is that if you were to do an export of consultations, it was still pulling from the original table. This has now been updated to pull from the new table.
Case Events created through a process not saving start date | Cases
When you are adding a process to a case, there would be a series of events as part of that process. That series of events would each have a start date and a due date based on when the process was initially started. However, the start dates of the individual events were not populating. This has now been corrected.
Custom field usage notes not appearing | Admin
Custom fields and other fields in the system allow for administrators to add what we call “usage notes.” Adding usage notes provides a little info icon “i” to appear. Clicking on it should provide the admin with a pop-up showing the text of the usage note. This works all over the system, however it wasn’t working specifically on a custom field on a registrant profile. It was working on other custom fields. We’ve resolved this issue now.
Cloud Export returns mis-formatted CSV files | Admin
Cloud Export is a feature available with the database management module and allows you to export tables on a schedule. The tables are exported as a CSV to a Microsoft Azure Storage account that is owned by the regulator. If you were to manually select a table and download the data, it was working fine. However, if you were using the cloud export feature, some XML values may have been included in the CSV export and difficult to read. We have resolved this now by converting any XML into CSV columns.
Admin without task management permission can delete tasks | Task Management
Previously, someone without the Task Management or System Admin permission was able to delete tasks. Now, the deletion of tasks has been updated to System Administrators as well as Task Queue owners.
Revenue by Catalog Item Summary not loading | Accounting
A bug was resolved where the Revenue by Catalog Item Summary report was returning blank if you were using the Invoice Date To and From fields. This has now been corrected.
Sending emails from profile update screen | Admin
If a profile update form was built with a person-form, and you attempted to send an email from the profile update search screen, this would have resulted in an error message as this was still pointing at the legacy profile update table. We have now updated this so that if you are using person forms, you should no longer experience this error.
Manual registration change not showing on admin review required widget | Admin Dashboard
If you started a registration change manually, and it was in a current status of admin review, it was not appearing on your “Admin Review Required” widget even though it was appearing on the admin tab on the registrations page as awaiting review. This has been updated now.
Please also note, the “Admin Review Required” widget has been replaced with the “Registrant Admin Review Required” Widget. (See June Release). Please update your admin dashboard to use the new widget because we will be sunsetting the legacy Admin Review Required widget soon. If you replace it now, it would be easier than re-organizing your dashboard later.
Raw HTML displayed on the potential duplicates corp page | Corporations
If the system detected a potential duplicate corporation, a message will appear indicating that the system has flagged this new corporation as a potential duplicate, although you can still move forward if you decide it is not in fact a duplicate but just has a very similar name, for example. In that message, raw HTML “<br><br>” was appearing. This has now been corrected.
Timestamp displayed mismatch on approved form | Admin
If the time zone of the user’s device was different from the college’s configured time zone, there was a mismatch between the timestamp displayed on approved forms in the form comment history and the form status change history.
Remove add button from the My Forms editor page | Admin
Previously, there was an “add” button on the Utilities → My Forms page, which could be used to add new forms to the system. However, based on user feedback, we have removed this button and functionality, as it was not being utilized.
Registrant Limit Warning on Subscription | Admin
A warning message appears on the administrator portal to alert admins when they are approaching their registrant limit. This feature is intended to provide enough time to adjust the limit before it is reached. Previously, the warning appeared when fewer than 50 registrant profiles remained. However, for organizations with high application volumes, 50 profiles could be consumed too quickly for administrators to respond. To address this, the warning will now appear when the remaining number of registrants falls below the greater of 50 or 5% of your total limit. This means that if for example you had a total limit of 10,000 profiles, you would start to see the warning when you had less than 500 remaining. If instead you had a limit of 500 profiles, you would still start to see the warning at 50 remaining.
Multiple form status triggers on same status change | Admin
We have updated the form status triggers to accommodate multiple triggers on the same form status change and with the same “on paid” setting. If the rules overlap, the system will now loop through and process each trigger rather than only processing the first trigger.
Next release
The September 2025 release of Alinity is scheduled for deployment to production sites September 18, 2025.
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