Release notes

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

To view past release notes for this and all other Axiom Healthcare products including the Axiom Healthcare Suite, see Axiom Healthcare Suite release notes by product.

About the release notes

Kaufman Hall is pleased to announce the 2020.1 release of Axiom Strategy Management. 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.

The purpose of these release notes is to provide you with the following:

  • High-level descriptions of new features
  • Information to know before upgrading
  • Steps for preparing for and scheduling your upgrade
  • List of fixed issues

TIP: Periodically, the release notes are updated when new information is available, including patch release fixes. To view the latest release notes, we encourage you to view them in the Axiom Strategy Management online help. On the help home page, simply click the Release Notes link at the top of the page.

New features in Axiom Strategy Management

See What's New.

What to know before upgrading

IMPORTANT: You must apply the Axiom Software 2020.1 upgrade before applying any 2020.1 Axiom product upgrades. Axiom Software upgrades are backwards compatible so you can upgrade different products at different times, but you must upgrade to the Axiom Software 2020.1 before the first product upgrade. Refer to the Axiom Software 2020.1 Release Notes and Axiom Healthcare Suite 2020.1 Release Notes for considerations before upgrading.

When upgrading to the 2020.1 version of Axiom Strategy Management, keep in mind the following:

  • 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.
  • Driver files will 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.

Preparing and scheduling upgrades

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 – Submit a request to your organization's Axiom Master System User (MSU) to contact support@kaufmanhall.com to schedule an installation date and time with at least three days of advance notice. The request should include the following information:
    • Desired Axiom Software platform version.
    • Desired Axiom for Healthcare product and version.
    • Indicate whether to first refresh the Axiom test sandbox with a copy of the production instance of Axiom and apply update(s) to it. If so, provide the soonest that Kaufman Hall can do this.
    • Propose an approximate two-hour downtime window when Kaufman Hall can apply update(s) to the production instance of Axiom during regular business hours, Monday through Friday 7 AM to 7 PM Central (except holidays recognized by Kaufman Hall).
  3. Complete manual configuration updates – After installing the upgrade, review any manual setup steps needed to enable features for this version.

Getting help and training

Kaufman Hall provides world-class resources at your fingertips directly within the Axiom Software system. Axiom Help provides topics, knowledge base articles, documents, webinar/training announcements, and videos to guide you through managing your system. To access these resources, do any of the following:

  • Online help - From the Main or Admin ribbon tab, click Online Help, and then select the product. Axiom Help opens in a new browser window.

    NOTE: The online help will only open for products you are licensed to use.

  • Contextual help - Form/web-enabled features include contextual help directly within the user interface. This information provides a quick summary and/or instructions specifically related to the screen you are using. You can access this information by clicking the question mark in the upper right corner of the screen. For more detailed information, open Axiom Help by clicking Open Help at the top of the contextual help dialog.

Escalating to Axiom Support

As always, we appreciate your commitment to Kaufman Hall. If you have any questions about your upgrade, please contact us by logging into Axiom, navigating to the online help for your product, and clicking the Axiom Support link at the top of the home page.

Issues fixed in 2020.1

The following table lists the resolutions for issues addressed in 2020.1, released on April 30, 2020:

Web system only

Issue Description
Perspective, Objective Home Pages - Completed initiatives displaying with stage of 'Pending Reset' [TFS 41791]

Summary: On the Perspectives home page and the Objectives home page, completed Initiatives are displaying with the stage of “Pending Reset,” which is incorrect.

Resolution: Corrected by adding a filter to both Perspective and Objective home pages to include only Active Initiatives.

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