The Lumary DC 2.11 release includes improvements for award interpretation, clinical assessments, leave, observations, rostering and scheduling and smart file uploader.
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Version 2.11
Available: 10 December 2025
This release includes improvements for award interpretation, clinical assessments, leave, observations, rostering and scheduling and smart file uploader.
Award interpretation:
Clinical assessments:
Leave
Observations:
- observation schedules
- food intake observations
- IDC/SPC bag change chart observations
- repositioning chart observations
- urine observations
- bowel observations
Rostering and scheduling:
Smart file uploader:
The release also includes several bug fixes and other changes.
We’ve also included updates to permission sets.
Smart file uploader
Introducing our new client smart file uploader feature
We’ve introduced a new Smart File Uploader, providing a central, mobile-friendly interface for uploading client files. This improvement streamlines documentation, enhances compliance, and makes it easier to track and locate key client information.
With the Smart File Uploader, from a client record users can simply drag and drop or browse to select a file, choose the relevant file type, and then either link it to an existing open record or create a new record—all from one place. This eliminates the need to navigate across related lists to find or create the correct client-related record for the file.
Available options and actions will depend on the user's object and record type permissions.
Check out our article about adding and storing files on a client's record.
If your organisation uses custom Lightning record pages for client records, you can add the component by following the guidance in this article:
Clinical assessments
Status improvements
- When creating a new Clinical Assessment and selecting "Not Required" as the Review Period, the status will now correctly display as "Current" instead of "Due for Review".
- When viewing or editing a Clinical Assessment, review date fields are now shown or hidden based on the selected Review Period option.
- A new "Superseded" checkbox has also been introduced, allowing users to clearly mark and identify clinical assessments that have been replaced. When this is ticked, the Status will update to "Superseded".
These changes improve accuracy of statuses and ensure they reflect review requirements.
Observations
Observation schedules
- When creating Observation Schedules, you can select a Non-Specific Times option of “Custom” and record Custom Times such as “every 2 hours”.
- A new field is also available for recording Additional Instructions for the schedule, and text entered here will appear on the Last Observations lists for all observation types.
- You can select the new “Also create Ad Hoc Schedule” option to automatically create an equivalent ad hoc schedule for the same Observation Schedule Type when saving. This is useful in scenarios where a client may need observations on a regular frequency as well as ad hoc.
Food Intake observations
- When recording Food Intake observations, we have relabelled fields for clarity: Food/Drink Item now shows as Food Item, and Amount shows as Amount Consumed.
- The Amount Served and Amount Consumed fields now appear in a logical order.
- The Last Observations list displays the values for both Amount Service and Amount Consumed.
IDC/SPC Bag Change Chart observations
- A new "Reason for bag change" picklist field has been added when capturing IDC/SPC Bag Change Chart Observations, allowing users to select from options such as Attached night bag, Removed night bag, Bag leaking, Soiled bag, or Other. This field is now mandatory when recording a bag change, and if "Other" is selected, the "Reason for change" field becomes required.
- The Latest Observations card and Last Observations list now display both values, providing clearer context for each observation.
Repositioning Chart observations
- Users can now record where clients have been Positioned From, as well as Positioned To.
- Additional options for Hoist, Shower Chair and Vehicle are available for selection.
- The Last Observations list now displays the to and from values, while the Latest Observations card will show the Positioned To value.
Urine observations
- We’ve updated the hydration rating scale to match the Health Direct Urine Colour Chart, adding clearer colour descriptions, and expanding the scale to eight options. Existing Urine observations created before this change will respect the previous 1-7 scale.
- Method options for Continence Aid, Incontinence and Stoma are now available.
- An Amount option of “Unknown” can be used in scenarios where workers are unable to determine the amount.
- You can also record Additional Information such as odour or flow.
- The Latest Observations card and Last Observations list display both the hydration rating number and its description for better clarity.
Bowel observations
- The Latest Observations card now displays the Amount value with the Faeces Type value.
- When recording Bowel observations, a new toggle is available to clearly record when no bowel action has occurred. This will automatically set the Amount to “NIL” and Faeces Type to “None”.
- Method options for Incontinence and Stoma are now available.
- The Amount field has been updated to include more intuitive options (Small, Medium, Large, Very large). If you wish to remove some of the Amount options for the Bowel record type, you can follow the steps below:
- Click on the cog setup icon.
- Select Setup.
- Click on the Object Manager tab.
- Click in the Quick Find search field.
- Type Observation.
- Click on the text link of the Observation object name.
- Select Record Types.
- Click in the Quick Find search field and type Bowel.
- Click on the text link of the Bowel Record Type.
- Click Edit before Amount field.
- Select the values you wish to make unavailable for the Bowel record type from the Selected Values list and click Remove.
- Click Save.
These changes make it easier record and review observations across both desktop and mobile, and ensure more accurate record-keeping.
Award Interpretation
Awards - only (external payroll)
New functionality has been added to automate the setup of essential worker data required for award interpretation without payroll. Placeholder payee records, including payment details, superannuation and PAYG withholding necessary to run award interpretation, are populated automatically when a new payee is added. This helps organisations starting with awards only to ensure all necessary records are in place to support award interpretation functionality. The automation is inactive by default as it is only required when Lumary payroll is not in use.
On-call rostering
We have introduced a new session type and work type for remote on-call sessions. These sessions are scheduled with a new location option of remote and do not require a street address. The on-call session type will facilitate payment of on-call allowances and disturbance overtime with no base hourly pay applicable to the session duration. This simplifies handling of on-call shifts with award interpretation. Rostering and scheduling calendars have been updated to correctly include or exclude on-call sessions when checking availability, calculating contracted hours and estimating award flags. This is a precursor to on-call rostering and call logging features coming in a future release.
Paid leave entitlements
Negative leave handling has been enabled to ensure employees are only paid for leave they are entitled to, respecting the Leave Rule settings for Allow Minimum Balance Override and Minimum Allowable Balance. Upon processing leave into pay transactions on a timesheet, if a leave request exceeds the available balance by more than the minimum allowable balance, it will be split into paid and unpaid portions, with leave loading adjusted accordingly. This update reduces the risk of overpayments and eliminates the need for manual corrections, supporting accurate and compliant payroll processing for hourly workers.
Leave
All day leave
We have introduced the ability to easily request all-day leave using a new toggle on the Leave Request page. The toogle is available both on the desktop and mobile, and will now be toggle on by default. When toggled on, the start and end times are automatically set to 12:00 AM - 11:59 PM and hidden from view. To specify different times, simply select the toggle to turn off all-day leave and edit the fields as before. This update streamlines the leave request process across desktop and mobile platforms, greatly reducing the number of taps previously required, especially on mobile.
Rostering and Scheduling
Warning messages when sessions or shifts are longer than 24 hours
We have introduced a warning message when scheduling or modifying a session or shifts that exceed 24 hours in duration. The warning message will be applied to the base roster, roster periods and live schedule. It will not prevent users from saving shifts or sessions that are over 24 hours; however, they are clearly notified. It is aimed at schedulers to avoid accidentally creating overly long sessions or shifts.
Bug fixes and other changes
The following bug fixes and changes are also included in this release.
General
Behaviours of Concern improvement - The Behaviours of Concern (BOC) related list in Lumary Mobile now correctly excludes records linked to Behaviour Support Plans with Pending or Inactive statuses. This update ensures users see only relevant BOC records on the client’s mobile record page, improving clarity and accuracy when viewing client information.
Default Dates when creating Behaviour Support Plans, Consents, Goal Attainment Plans and Personal Support Plans improvement - When creating new records in the objects below, the listed date field will now default to the current date, with the option to adjust the value when applicable:
| Object | Field |
|---|---|
| Behaviour Support Plan | Start Date |
| Consent | Consent Date |
| Goal Attainment Plan | Plan Start Date |
| Personal Support Plan | Plan Date |
Tenancy Service Agreements fix - We’ve resolved an issue when generating a Tenancy Agreement from a SIL Submission, each Out of Pocket Contribution and Board Contribution line item now receives its own unique recurrence record. This allows users to update details such as comments individually for each item and prevents issues where deleting one contribution could affect the other.
Activity Based Transport improvement - You can now add multiple Activity Based Transport service agreement lines for different group programs within a service agreement, without having to merge them. This update allows you to manage separate transport charges for distinct group activities, making it easier to allocate costs accurately when using Program of Supports.
UPDATED Funding Period fix - A warning is now displayed in Funding Periods when the combined total of Committed and Delivered funding exceeds the allocated amount. This update helps users identify potential overspend earlier, ensuring better management of funding allocations and reducing the risk of claim rejections.
Core
Bed allocations fix - A new validation rule has been added to Bed Allocations to ensure the Start Date and Start Time cannot be set after the Expected End Date and End Time. Both fields are also now required when creating or editing a Bed Allocation. This update prevents invalid date entries and ensures consistency across all booking methods.
Workforce Management
Calendar fix - When hovering over a shift in the scheduling calendar, any associated sessions or worker appointments that have been cancelled are now clearly marked as ‘Cancelled’ in red. This makes it easier to identify cancelled sessions at a glance, helping schedulers manage shifts more efficiently.
Mobile fixes:
- The Start Transport button is now hidden for sessions that do not have any clients rostered, preventing support workers from starting transport when no clients are present. This change ensures that workers can only begin transport for sessions with at least one client, reducing confusion and preventing sessions from being left incomplete.
- A refresh button has been added to several mobile record pages, allowing users to manually update session details and see the latest changes after modifying a session. This ensures that updates made on the desktop, such as changes to session times or client attendance, are now visible on mobile after using the refresh button.
- The Associated Clients field in session records now updates correctly when the last client appointment is deleted, ensuring the field is cleared as expected. This improvement provides accurate client information in sessions, helping users maintain up-to-date records without manual intervention.
- We have resolved an issue where an error message appeared after users accepted a shift offer via the mobile app. Users will now only see a confirmation message when expressing interest in a shift, providing a less confusing and clearer experience.
Rostering and scheduling fixes:
- We’ve corrected an issue where rostered hours were misaligned when the Base Roster start day differed from the Worker Assignment Contracted Hours start day. Contracted hour cycles are now accurately based on the contracted hours start date, ensuring session hours are counted in the correct cycle for improved accuracy in worker rosters.
- Roster validation has been updated so that unassigned worker appointments with overlapping times are no longer incorrectly flagged as conflicts. Users will now be displayed validation errors, ensuring that only relevant conflicts are displayed in the summary when validating a roster period.
- Rostered hours are now recalculated automatically when a session is linked to a parent shift using the “+ Shift” option in the Modify Worker modal. This ensures that only the parent shift’s duration is counted, preventing double-counting and providing accurate rostered hours in the calendar.
- We corrected an issue that prevented roster period creation when planned services or session activities are owned by different users than the session or appointment owners. This ensures a smoother rostering workflow regardless of record ownership.
- Resolved an issue on the Scheduling Dashboard that was preventing users from assigning workers to sessions. The dropdown list of available workers now displays correctly, allowing staff allocation to proceed smoothly for all relevant user profiles and permission sets.
- The AWI Availability Rostering page now loads correctly for all Availability record types. Users will see the Details tab for records marked as Available, and the Details, Approvals, and Related tabs for records marked as Unavailable
Session activity fixes:
- Leave Request Items for sessions with sleepover are now calculated correctly when leave is estimated from a base roster. This fix ensures that start and end times, as well as total hours for sleepover periods, are accurately reflected in leave requests, providing reliable leave calculations for workers with overnight sessions. Users will see correct leave hours and session details in pending leave requests based on base rosters, improving accuracy and confidence in leave management.
- We have resolved an issue where updating an existing Overtime record to remove overlapping times would still trigger a validation error based on the previous values. The system now correctly validates against the updated Overtime times, allowing users to save non-overlapping Overtime entries as expected.
Shift fix - The Matching Engine now correctly displays all workers when modifying a worker or sending a shift offer. This fix ensures users can view and select from the full list of available workers as expected, improving the reliability of worker matching in Workforce Management.
Timesheet fix - We have introduced a new validation rule that prevents Worker Travel records from being saved without a Status. This ensures all required information is captured, preventing errors during timesheet processing and improving the reliability of Worker Appointment workflows. Users will now be prompted to complete the Status field before saving Worker Travel records.
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 - Mobile User | Assessment | Assessment Date Calculated | Read |
| Clinical Assessment | Superseded | Read, Edit | |
| Observation | 7 Scale | Read | |
| Additional Information | Read, Edit | ||
| Also create Ad Hoc Schedule | Read, Edit | ||
| Custom Times | Read, Edit | ||
| Positioned From | Read, Edit | ||
| Reason for bag change | Read, Edit | ||
| Urine Hydration Description | Read | ||
| Lumary DC - Case Note Management | Clinical Assessment | Superseded | Read, Edit |
| Lumary DC - Enquiry Management | Assessment | Assessment Date Calculated | Read |
| Lumary DC - Observation Management | Clinical Assessment | Superseded | Read, Edit |
| Observation | 7 Scale | Read | |
| Additional Information | Read, Edit | ||
| Also create Ad Hoc Schedule | Read, Edit | ||
| Custom Times | Read, Edit | ||
| Positioned From | Read, Edit | ||
| Reason for bag change | Read, Edit | ||
| Urine Hydration Description | Read | ||
| Lumary DC - Plan/Assessment Declaration | Assessment | Assessment Date Calculated | Read |
| Lumary DC - Plan/Assessment Upload | Assessment | Assessment Date Calculated | Read |
| Clinical Assessment | Superseded | Read, Edit |
| Permission Set | Apex Class |
|---|---|
Lumary DC - Baseline |
enrtcr.ContactFileUploadController |
| enrtcr.UsageMetricsController | |
| Lumary DC - Mobile Baseline | enrtcr.ContactFileUploadController |
| Permission Set | Custom Metadata Type |
|---|---|
Lumary DC - Baseline |
enrtcr.File Upload Configuration |
| Lumary DC - Mobile Baseline | enrtcr.File Upload Configuration |
enrtcr.Client File Mobile Visibility |
AWI Permissions
| Lumary AWI Permission Set | Object | Field | Permission |
|---|---|---|---|
| Lumary - Award Interpretation | Timesheet Entry | Start Time Converted | Read |
WFM Permissions
| WFM Permission Set | Object | Field | Permission |
|---|---|---|---|
| Lumary - Scheduling | Session | Has Clients | Read |
| Lumary - Mobile User | Session | Has Clients | Read |
| WFM Permission Set | Apex Class |
|---|---|
| Lumary - Scheduling | DifferentTimeZoneWarningController |
| Lumary - Mobile User | DifferentTimeZoneWarningController |
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