Release notes

You can download a PDF version of the release notes here.

Summary

Kaufman Hall is pleased to announce the 2019.4 release of Axiom Comparative Analytics. Each product release provides new features, enhancements, and configuration options to meet your needs. Many of these features and enhancements are a direct result of your feedback and suggestions.

Summary of the upgrade process:

1. Review product release notes – Review this document to familiarize yourself with the new features and functionality.

2. Schedule an installation date – Contact support@kaufmanhall.com or your implementation consultant, and they will confirm an installation period with you.

3. Complete manual updates – After installing the upgrade, if needed, review any manual setup steps needed to enable features for this version.

   IMPORTANT: Please read Manual configuration instructions for important information related to upgrading to this version.

Support

As always, we appreciate your support of Kaufman Hall and look forward to continuing to meet your financial management needs. If you have any questions about your upgrade, contact Kaufman Hall Software Support at 1-888-543-6833 or support@kaufmanhall.com.

Training

Kaufman Hall offers multiple training options for our customers. These courses are part of your maintenance agreement and are free of charge. We strongly urge you to take advantage of all training options, including:

• Self-help videos

• Recorded webinars

• Virtual training courses

For a complete listing of our courses, please visit www.kaufmanhall.com.

Product upgrade notes

IMPORTANT: You must apply the Axiom Platform 2019.4 upgrade with the 2019.3 Axiom product upgrades. Refer to the Axiom Software 2019.4 Release Notes and Axiom Healthcare Suite 2019.4 Release Notes for considerations before upgrading.

When upgrading to Axiom Comparative Analytics 2019.4, keep in mind the following:

• This product upgrade contains updated templates, calculation methods, driver files, and remediated defects.
• KHA delivered reports may be replaced. Any report that you saved under a different name or created new will remain untouched. Replaced reports are available in Document History, if needed.
• Any KHA delivered report that was moved to a new location will automatically move back to its original location.
• KHA product templates and calculation method libraries will be replaced.
• Product task panes will be replaced.
• Process definitions will not be replaced.
• Security roles and sub-systems will be reset to their configured settings. All user security exceptions you may have made will remain intact.
• Specific items configured as part of your company or organization's implementation such as imports, exports, driver files, and process management files, will remain as is. Any required modifications to these areas are covered in the release notes, if required.

New features summary

See What's new.

Known issues resolved

The following issues were resolved in the 2019.4 release:

Issue Description	Description
Performance Reporting upgraded with Comparative Analytics and should be separate [TFS 39355]	Symptom: When Comparative Analytics upgrades are applied the Performance Reporting upgrade is applied simultaneously. Clients want to upgrade Comparative Analytics and Performance Reporting products separately. Resolution: Performance Reporting product is no longer upgraded simultaneously with Comparative Analytics.
Detailed Department Report (DDR) Volume Selection should not show as an option Metrics where actual equal 0 [TFS 38771]	Symptom: The Volume Statistic drop-down in the Filter menu does not display relevant values when all months in the DeptMetric table equal zero. Resolution: Corrected by updating DDR values so that the Volume Statistic drop-down displays relevant values when the DeptMetric table months are equal to a non-zero value. The Volume Statistic drop-down value does not display when the DeptMetric table months are equal to zero.
Detailed Department Report (DDR) Peer Group Does Not limit to Peer Category.ActiveforDashboards [TFS 39802]	Symptom: On the DDR, Comparative Analytics does not limit the peer groups where Peer Category.ActiveforDashboards=True. Resolution: Corrected by updating DDR values.

Known issues resolved in 2019.4.3

The following issues were resolved in the 2019.4.3 patch:

Issue Description	Description
Expense Improvement Opportunity Dashboard - Filter and detail panels may get in funky state if user shifts focus elsewhere [TFS 41670]	Symptom: The filter and detail panels in the dashboards are not responsive. If a user clicks in the white space of a filter panel, the panel flickers white every time a user moves their cursor over it. In the detail panel, similar behavior will occur if a user clicks outside the dialog box. In both cases, pressing the ESC key on your keyboard addresses the behavior. Resolution: Corrected by rebuilding the filter pane and updating background functionality.
Expense Improvement Opportunity Dashboard - Filter panel selections reset when user navigates to Enterprise tab [TFS 41671]	Symptom: Filter panel selections reset to default options when users navigate to another tab. Resolution: Corrected by updating enterprise bookmark settings so that all tabs will maintain consistent filter selections.
Expense Improvement Opportunity Dashboard - Long descriptions may not be readable in charts; no tool tips present [TFS 41679]	Symptom: Item descriptions in charts are truncated and users have no means to view the full length text. Resolution: Corrected by creating custom tool tips to display full text.
Expense Improvement Opportunity Dashboard - Peer Group filters using check boxes rather than radio buttons [TFS 41689]	Symptom: The Peer Group filter drop-down uses check boxes rather than radio buttons. As a result, users may mistakenly believe they can select more than one item from the drop-down. Resolution: Corrected by updating the drop-down with radio buttons.
Expense Improvement Opportunity Dashboard - No space displays between bars on Budget Variance chart on Department tab [TFS 41723]	Symptom: In the Department dashboard, there is no space between bars in the Metric Variance - Budget chart. Resolution: Corrected by adjusting the budget variance chart settings to increase spacing.
Expense Improvement Opportunity Dashboard - Selecting record in detail panel temporarily filters charts in background [TFS 41729]	Symptom: If a user is viewing the detail panel and selects a filter, the charts in the background appear to be filtered by the selection. Once the detail panel is closed, however, only default filters are applied. Resolution: Corrected by disabling interactions between the pop-out box and other visuals in the background of the report.
DDR Signs for Variances are opposite the Expense Improvement Opportunity Dashboard [TFS 45725]	Symptom: Detailed Department Report displays unfavorable variances as positive and favorable variances as negative. Resolution: Corrected by flipping the polarity on internal and external comparisons.

IMPORTANT: Refer to the Axiom for Healthcare Suite 2019.4 Release Notes for additional known issues that have a suite-wide impact.