Release notes

TIP: Looking for release notes for all Axiom products, including current and previous versions? Click here.

NOTE: Download a PDF version of the release notes here.

New features in 2023.1

See What’s new.

About the Release Notes

Syntellis is pleased to announce the 2023.1 release of Axiom Capital Tracking. 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 Capital Tracking online help. On the help home page, click the Release Notes link at the top of the page.

What to know before upgrading

IMPORTANT: You must apply the Axiom 2022.4 upgrade before applying any 2023.1 Axiom product upgrades. Axiom upgrades are backward compatible so you can upgrade different products at different times, but you must upgrade to Axiom 2022.4 before the first product upgrade. Refer to the Axiom 2022.4 Release Notes and Axiom Healthcare Suite 2023.1 Release Notes for consideration before upgrading.

When upgrading to the 2023.1 version of Axiom Capital Tracking, note the following:

  • This product upgrade contains updated templates, calculation methods, updated drivers, and remediated defects.
  • You can replace Syntellis reports. Any report that you created or saved under a different name remains unchanged. Revised reports are available in Document History.
  • Any Syntellis report that was moved to a new location is automatically moved back to its original location.
  • Syntellis product templates and calculation method libraries are replaced.
  • Product task panes are replaced.
  • Process definitions are not replaced.
  • Driver files are replaced.
  • Security roles and subsystems are reset to their configured settings. Your user security exceptions remain intact.
  • Specific items that are configured as part of your company or organization’s implementation such as imports, exports, driver files, and process management files, remain unchanged. Any required modifications to these areas are covered in the release notes.

  • Shared tables might have any of the following changes:

    • Columns reordered

    • New columns added

    • Old columns removed (rare)

      If you copy and paste into or from Axiom tables, please review the column order of those tables after upgrading to assess the impact to your internal processes.

Preparing for and scheduling upgrades

Summary of the upgrade process:

  1. Review product release notes – Review this document to become familiar with the new features and functionality.
  2. Schedule an installation date – Submit a request to your organization’s Axiom System Administrator to contact Support by creating a support ticket to schedule an installation date and time with at least five days of advance notice. The request should include the following information:
    • Axiom platform version.
    • Axiom for Healthcare product and version.
    • Whether to first refresh and apply updates to the Axiom test sandbox with a copy of the production instance of Axiom. If so, provide the earliest date that Syntellis can do this.
    • Propose an approximate two-hour downtime window when Syntellis can apply updates to the production instance of Axiom during regular business hours, Monday through Friday 7 AM to 7 PM Central (except holidays recognized by Syntellis).
  3. Complete manual configuration updates – After installing the upgrade, review any manual setup steps to enable features for this version.

Getting help and training

Syntellis provides world-class resources directly within the Axiom 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:

  • Windows and Excel Clients – 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 opens only for products you are licensed to use.

  • Contextual help – Form/web-enabled features and products include contextual help directly within the user interface. This information provides a quick summary and instructions specifically related to the page you are using. You can access this information by clicking the question mark in the upper right corner of the page. To access the full Axiom Help system, click Open Help at the top of the contextual help dialog.

Syntellis Central

Syntellis Central provides centralized self-service content and resources for the Axiom Capital Tracking platform and suite of products. Using Syntellis Central, you can:

  • Search help across all Axiom products.

  • Access tips, tricks, and best practices in our knowledge base.

  • Find training and certification content including on-demand, video, webinars, labs, and instructor-led courses.

  • Submit a Support issue, find suggested content, and manage any outstanding issues directly with Support.

  • Review open Software Service project status and details.

Issues fixed in 2023.1

The following table lists the resolutions for issues addressed in 2023.1, released on February 13, 2023:

Excel and Web systems

Issue Description
CP/CT Web forms error when adding as favorite [141461]

Summary: In Capital Planning and Capital Tracking plan files based on the CapProjectMaster template, and Capital Tracking plan files based on the Purchase Request template, users were not able to add the workbooks to their Favorites list because of illegal characters in the path.

Resolution: Changed the file name format to enable the Favorites feature.
PFB-07374 - CTReq Table Update Utility - Web Version [34020]

Summary: In the CTREQ Table Update Utility, the Refresh Variables feature pulled data from the CPREQ current year data table instead of the CTData table for VP, Director, and Manager data.

Resolution: Changed the cell reference on the RefreshVariables tab of the utility to reference the correct data table.
CT Web tracking tab cuts off status comments [137328]

Summary: In Capital Tracking plan files, Status Comments entries were cut off if they exceeded the column width.

Resolution: Added logic that increases the row height and creates a new line inside the same row if the content of the Status Comments column exceeds the limit.

CP/CT Capital Transfer missing data when no pro forma template exists [158244]

Summary: When users transferred data from Capital Planning to Capital Tracking, the financial data was missing from the transferred file because the template did not contain a pro forma in the driver.

Resolution: Removed a check for the Pro Forma template from the applicable cell in the Capital Copy Utility.
Capital Tracking not saving request values after saving a new capital request [161052]

Summary: In Capital Tracking, new capital requests based on the CapProjectMaster template were not saved with the values added on the Financial tab because of an incorrect variable reference on the template control sheet.

Resolution: Updated the cell formula on the control sheet to use the correct reference.