The Lumary DC 2.0 release includes improvements for shifts, house rosters, client management, API versions, calendars, scheduling requests, sessions, rosters, award interpretation, mobile, associated sites, leave and worker appointments.
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Available: 4 February 2025
This release includes improvements for shifts, house rosters, client management, API versions, calendars, scheduling requests, sessions, rosters, award interpretation, mobile, associated sites, leave and worker appointments.
Shifts:
House roster:
Client management:
Calendar:
- calendar performance and filter improvements
- leave duration displays on calendar, and
- multiday shifts are displayed across respective days.
Scheduling requests:
- Scheduling Request indicator on the calendar, and
- scheduling request acceptance now checks for conflicts.
Sessions:
- removal of draft sessions from the Scheduling calendar
- session activities added to the session wizard
- modify workers now requests changes to session activities, and
- default number of workers is now 1.
Rosters:
- blocklist validation is required to publish rosters
- Base Roster now displays a worker’s contracted hour
- contracted hours now includes leave hours
- worker appointment duration excludes specific session activities, and
- client appointments on the same site can overlap.
Award interpretation:
Mobile:
Associated Site:
Leave:
- considering live schedule hours in leave requests, and
- Leave Hours summary available on availability record page.
Worker appointments:
The release also includes several bug fixes and other changes.
We’ve also included updates to permission sets.
Shifts
Shift wrappers
We’ve made a significant update to the Shifts feature in Lumary WFM. The new Shifts feature has been design to improve the ease of usability of Lumary WFM for both schedulers and support workers.
Simplified scheduling - The new Shifts feature allows sessions to be wrapped into a single shift, making roster management easier for schedulers. This eliminates the complexities associated with session-based scheduling, particularly for managing multiple sequential sessions.
Flexible shift structure - Shifts can be entirely site-based (e.g., supported independent living) or can include additional child sessions and appointments (e.g., community participation).
Simplifying start and end of shift - In the mobile app, workers can easily start and end their shifts without the need for manual check-ins and check-outs for appointments. Child sessions will automatically checked in and out, and workers have the flexibility to adjust the start and end times when concluding their shifts.
New calendar view: With the introduction of Shifts, users can now switch between a Shift view, which displays each worker's shifts, and a Session view, the standard Lumary WFM calendar view. In the Session view, sessions assigned to a Shift are clearly indicated by a blue dot in the top right corner of the session. A new right-click action has been added for unassigned sessions to easily add the session to a shift.
The adoption of the Shifts feature is optional. The existing session-based scheduling system will continue to be available for those who prefer it.
Note: historically, the term Shift was used as a work type descriptor of sessions within a supported independent living (SIL) location. To prevent further confusion, Lumary have translated the work type of these sessions to Accommodation.
House roster
Migrate session type from Shift to Accommodation
As part of this release, we have updated the house rosters and RoC tool on the Submission to adapt to utilise sessions that contain session types with the work type of Accommodation instead of Shift. We’ve included this change to support the new Shift Wrappers functionality, for more details refer to the shift wrappers section.
Client management
Flexible observations
This release introduces additional observation types that can be recorded against each client. Key observation details will be displayed in the Observation tab under the Support Needs section on the client page.
We’ve introduced the below new observations:
- Head Injury
- Heart Rate
- Respiratory Rate
- Oxygen Saturation
- Cough Assist Chart
- IDC/SPC Bag Change Chart
- IDC/SPC Change Chart
- SPC Flushes
- Neurological Observations Chart
- Repositioning Chart
- Skin Monitoring Chart
- Medication Administration
- Enteral Feeding Regime
Further, we have enabled the ability to create custom observations and record them into the system. Previously, if there was an observation that was not listed when creating a schedule, users would not be able to record these at all.
Custom observations can be created using the same methods as standard observations. They can be added via the client and site record pages, or while creating a shift note.
To set up custom observations please reach out to your Client Outcomes Manager.
Behaviour support plans on mobile and case notes
Within the previous release we introduced a new record for behaviour support plans for implementing providers. To transition to using the behaviour support plans records, we have also:
- included the Behaviour Support Plan related list on the Client Mobile Layout for accessibility for support workers, and
- updated references from Personal Support Plan to Behaviour Support Plan on the case note.
API version updates
We've updated the API versions of all Apex classes, Apex triggers, Aura and LWC components, and Visualforce pages in the Lumary package to version 61. This update ensures compatibility with the Salesforce Spring '25 release, scheduled for deployment on February 11, and supports the activation of the mandatory Salesforce ICU Locales feature.
This update is essential to prevent potential disruptions, such as ParseException errors (e.g., "Invalid Date and Time"). While these errors do not affect data integrity, they can impact user experience.
Find out more about the Salesforce JDK locale format retirement and the Enable ICU Locale Formats release update.
Calendar
Calendar performance and filter improvements
We have adjusted the calendar to increase efficiency and improve performance, resulting in faster loading times and quicker responsiveness.
Additionally, new filtering options have been added allowing for more precise navigation of the calendars through relevant workers and sessions:
-
Filter by Session Region
This option enables you to narrow down the visible sessions to specific regions of interest under the Session filter. You can choose a session site filter and a session region filter to combine results and reduce the number of entries as needed.- Sessions must have a designated region to be included in filtered results.
-
Hide Workers with No Sessions
This option lets you exclude workers without an assigned session for the current calendar view (daily, 2 days, 5 days, weekly etc.) and the filter so you see only relevant workers.
You can also combine the new Hide Workers with No Sessions filter with the existing Client Sessions filter, streamlining the display of sessions and workers to only those relevant to the selected client.
Leave duration displays on calendar
Leave session views in the Rostering and Scheduling calendars now display the total billable hours taken between the leave start and end times, offering a clear overview of leave time for each event.
Multiday shifts are displayed across respective days
The representation of shifts spanning multiple days (e.g., overnight shifts) has been updated on the calendars. These shifts are now split into daily segments. For instance, a shift beginning on Day 1 at 10 PM and ending on Day 2 at 6 AM will be displayed as two separate entries:
- Day 1: 22:00 - 23:59, and
- Day 2: 00:00 - 06:00.
A right-pointing arrow on the Session card will indicate that the session is the first part of a split shift, and a left-pointing arrow will mark the second part. Hovering over the Session card will provide the full details of the session’s start and end times.
This update also corrects an issue where all shifts were appearing on Monday in the + More drop down section.
Scheduling requests
Scheduling Request indicator on the calendar
An icon has been added to the Scheduling calendar to indicate which sessions have had an offer sent to help visibility and tracking of session offers. This will appear on the top right corner of the session’s card on the calendar.
1. Unassigned sessions without a scheduling request, 2. Unassigned session ‘Morning Session’ has a scheduling request as indicated by the icon in the top right hand corner.
Scheduling request acceptance now checks for conflicts
The My Scheduling Requests page on the mobile app has additional validation to prevent support workers from accepting an overlapping shift. A warning message will be shown when this occurs and expire the scheduling request to prevent the worker from reaccepting.
Sessions
Removal of draft sessions from the Scheduling calendar
We have removed the ability to save sessions as drafts in the Scheduling calendar to ensure all sessions are properly rostered, reducing confusion between schedulers and support workers, and minimising unintentional missed appointments.
Session activities added to the session wizard
You can now add session activities (e.g. sleepovers) during session creation in the New Session wizard, streamlining the process. The modal will limit worker selection to those chosen for the session, allowing for easy editing of activity times, which will be reflected in the respective worker appointment(s).
Modify workers now requests changes to session activities
When modifying workers on a session in the calendar, roster planners are now prompted to update session activities. This ensures alignment between the worker’s start and end times and the session activity times.
Default number of workers is now 1
The default value for required workers in the New Session wizard has been updated from 0 to 1 in the Rostering and Scheduling calendars, to improve user efficiency in setting up new sessions.
Rosters
Blocklist validation is required to publish rosters
We have introduced a mandatory blocklist check as part of the roster publishing process. This means that a roster cannot be published until the blocklist validation is successfully completed. This feature aims to ensure that client-to-client, client-to-worker, and worker-to-worker relationships are appropriate during sessions, helping to prevent any incidents that could lead to distress or dissatisfaction. When updating sessions (such as modifying workers or modifying clients and services) and there are blocklist conflicts, an error now occurs preventing the update from occurring.
Base Roster now displays a worker’s contracted hours
Base Roster now displays contracted hours, mirroring the display in Roster Period and Scheduling calendars, to help roster schedulers manage Base Roster planning better. Since the Base Roster is date agnostic, the date that it references to display contracted hours is based on the next viable roster period start date based on the current date.
Contracted hours now includes leave hours
A worker’s contracted hours count now includes leave hours and excludes unpaid breaks and sleepover time, to accurately reflect an employee's rostered ordinary hours and enable informed rostering decisions.
Worker appointment duration excludes specific session activities
Worker appointment durations have been updated to exclude unpaid breaks and sleepover time. This change is reflected in session cards on the Scheduling and Rostering calendars, and in the Modify Workers modal.
Client appointments on the same site can overlap
We have introduced a new custom Lumary setting, Allow Client ‘Shift’ Conflicts at Same Location.
This functionality allows client appointment overlaps where one of the sessions is an Accommodation work type (Session Type) and the conflict is occurring at the same site. Previously, this scenario triggered a violation during the Roster Period Rule Engine validation. This allows a provider to roster overlapping sessions in an accommodation scenario with the same clients but different workers to bypass the conflict violations.
Award interpretation
Salaried employees can be assigned an assignment rate
We added the ability to create assignment rates for salaried employees during the User Set Up Console process streamlining the previously manual process to help ensure remuneration rates are accurate.
Mobile
Standard Lumary mobile user profiles
A default Lumary - Frontline Mobile Only User profile has been created, and a significant set of changes have been made to the Lumary - Mobile User permission set. We consolidated existing permissions sets to streamline access setup for mobile users, ensuring they only see relevant information and apps.
This update includes the creation of the following:
- a mobile only profile
- a mobile only permission set group
- user and worker page layouts (with limited information displayed), and
- search customisation (to restrict what a support worker can search and view).
Session type is displayed on mobile app
The mobile app now displays the session type in the Next up and Session views. This will allow workers to quickly identify the type of support they'll be providing during their shift.
Associated site
Associated Site has replaced Primary Site
All references to Primary Site have been replaced by Associated Site in both DC and WFM products.
- The worker’s primary associated site can be marked by ticking the checkbox next to the respective associated site. Although a worker may have multiple associated sites, validation ensures each worker has only one primary associated site.
For example, new use of associated site includes:
- calendar filters utilising the worker's associated site(s) for filtering
- worker appointment cost codes now reflect the associated site marked as primary, rather than the contact's primary site, and
- the Items to Approve list now displays the associated site marked as primary to clarify leave-related risks for each site.
Leave
Considering live schedule hours in leave requests
A new custom setting in Lumary, Include Live Sessions in Leave, enables employees to receive paid leave for extra shifts outside their regular roster. This setting requires you to specify the respective eligible employment types (e.g., Part-Time). Previously, when leave was raised the leave hours requested were only based on the sessions for the worker on base rosters (i.e. their regular work pattern). Now, based on the specified employment types, the leave hours requested will utilise Base Roster sessions and also included ad-hoc rostered sessions in the live schedule.
This ensures employees' (such as part time employees), are paid leave (where their payee leave rules allows it) for hours that they have been assigned to outside of their Base Roster (regular work pattern).
Leave Hours summary available on availability record page
We’ve added a Leave Hours summary feature on the availability record page. The summary shows the total duration, dates and times that a leave request intersects with a worker’s Base Roster hours.
Worker appointments
Worker appointments are not approved automatically if they have additional items
We've improved the automatic approval process for worker appointments (WAPs). WAPs containing additional information now require manual approval, regardless of whether the actual start and end dates fall within the Worker Appointment Approve Tolerance custom setting. This change prevents the unnoticed automatic approval of appointments with additional information, such as:
- comments
- session activities (e.g., paid breaks, sleepover activity)
- allowances, and
- expenses and other non-labour-related costs.
Bug fixes and other changes
The following bug fixes and changes are also included in this release.
Base Roster - We have resolved an issue in the Base Roster, where the first day was incorrectly labeled as Day 0 instead of Day 1.
Beds Calendar improvements:
- We've improved the filtering behaviour of the Beds Calendar when displaying bed allocation records, ensuring more accurate and consistent results.
- We've also resolved an issue where some bed allocations were not displayed on the Beds Calendar for organisations with a large number of records. Bed allocations should now display reliably, regardless of record volume.
Centre capital costs - We've fixed a bug that was causing SD records to be generated incorrectly for centre capital costs (CCC), so that these will now only be generated when the associated service agreement, service and site allow for CCC, and the claim type of the parent SD is Face-to-Face (i.e. blank) or Cancellation.
Extracts - Invoice items now correctly display cost centre and GL codes after clicking Generate Invoice on the extract record page.
File management - We have resolved a permission related issue with the new File Management functionality. For more details refer to the permission set updates section.
Page layout:
We have updated the DC Session Layout page to include the Roster and Group fields (as read only). This should help roster planners debug and easily understand which base roster a live schedule session was published from.
Payroll fixes and improvements:
Resolved an issue with the Payee Sync Assignments button where the names from the award classifications and levels records related to the assignment were not being populated on the assignment record.
The Lumary Contracted Hours fields have been added to the assignment record page for salary employees, allowing you to edit the ratio of contracted hours if they vary between periods (e.g., Fortnight 1 - 60 hours and Fortnight 2 - 92 hours).
Travel fix - We fixed a bug where duplicate service delivered records and planned services records were being created when users were ending travel periods.
Worker page improvements:
The primary region and primary site have been added to the worker’s profile, below the profile picture and personal details, to align to the associated site changes.
The duplicated worker role has been removed from the Details section at the bottom of the worker’s profile.
Permissions
Permission sets
We’ve made updates to field permissions on the permission sets shown in the following table. If you have custom or cloned permission sets that include these objects, we recommend that you add these permissions.
| Permission set | Object | Field | Permission |
|---|---|---|---|
| Lumary DC - Session Management | Worker Shift Assignment | Session | Read, Edit |
| Shift Worker Appointment | Read, Edit | ||
| Shift | Read, Edit | ||
| Worker Appointment | Read, Edit | ||
| (Object Level) | Create, Read, Edit, Delete | ||
| Worker Appointment | Is Assigned To Shift? | Read, Edit | |
| Lumary DC - Site Management | Associated Site | Primary Site | Read, Edit |
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