Lumary DC 2.15 release notes

Version 2.15

Available: 28 April 2026

The Lumary DC 2.15 release includes improvements for award interpretation, rostering and scheduling, care planning and custom extracts.

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Required packages

Lumary CM 25.52.1

Lumary AWI 2.15.1 and dependencies
Lumary Base: 2.4

Award interpretation:

• user management console preview.

Rostering and scheduling:

• saved calendar filters.

Care planning:

• introducing plan templates & support plan features.

Self serve Custom Extracts:

• guided, step-by-step pathway for custom extracts, and
• enhanced SortBy capability.

The release also includes several bug fixes and other changes.

We’ve also included updates to permission sets.

Award interpretation

User Management Console preview

We are transforming worker onboarding with a new User Management Console. This guided, multi-step wizard for creating and editing worker records will be delivered over upcoming releases and is destined to replace the User Set Up Console. User Management Console currently supports worker contact and user records, and will be extended to payees and related records. Benefits include clear navigation, progress indicators, and the ability to link or update existing records.

Comprehensive real-time validation is built-in to ensure all required fields — such as name, email, mobile number (Australian format), address, and availability template — are completed correctly. The wizard supports address lookup for Australian addresses and automatically assigns new Contact records to the “All Employees” Account with the correct worker type. These enhancements improve data accuracy.

To preview the new console users need to be granted the Lumary WFM - User Management Console permission set or be a System Administrator.

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Rostering and scheduling

Saving calendar filters

Schedulers can now save and manage calendar filters on the Scheduling, Base Roster, and Roster Period calendars. This feature allows users to define and save their calendar filters, removing the need to recreate them anytime a calendar is opened or refreshed.  

Filters can be set to private (only the creator can view the filter) or public (all users can see the filter) visibility. The creation and modification of public filters can only be done by users assigned the Lumary – Manage Calendar Filters permission set.    

Schedulers can also set one private or public calendar filter as the default, allowing it to automatically apply when a supported calendar is opened. This further reduces the repetitive setup required when planning and helps streamline overall efficiency.  

Care planning

Introducing Plan Templates & Support Plan features

We’ve introduced a new Support Plan framework, including Plan Templates and Template Items, to streamline the creation and management of structured client care plans. This enhancement helps providers assess and review client needs while ensuring all required documentation is consistently captured and up to date.

Users can now create support plans directly from the Client record using predefined templates, improving consistency and reducing setup time. A set of out-of-the-box templates is available - Supported Independent Living (SIL), In-Home Support, Group Programs, Support Coordination, Community Access, Supported Employment, Respite / Short Term Accommodation, Therapy - aligned to NDIS Practice Standards and covering a variety of participant needs and service contexts. These templates make it easier for organisations to get started without needing to create their own templates from scratch.

Support Plan features include:

• Progress tracking at both support plan and section level

• Ability to link or create related records directly within support plan items

• Guided sections and configurable items for structured data capture

• Options to mark items as not required, clone items, and track completion/review status

• Support for video guidance links and dynamic display of key information

Users can activate plans once complete and initiate plan reviews by cloning existing plans into a new draft. Support Plan reviews shift tracking from individual records to the client level, enabling a more holistic and comprehensive review of each client’s needs and documentation.

Permissions have been updated to ensure appropriate access:

• Plan Template management: Lumary DC – Set Up

• Support Plan creation and management: Lumary DC – Plan/Assessment Upload

These enhancements improve consistency, visibility, and efficiency when managing client support and care plans. Find out more about plan templates and creating client support plans from a template.

Support Plans will be surfaced for workers in Lumary Mobile in the upcoming May release, transforming how support workers access and interact with client information. By using the Support Plan to drive the experience, workers can quickly find what they need without searching across multiple records.

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Self serve Custom Extracts

Guided, step-by-step pathway for custom extracts

Custom Extract configuration is complex, requiring users to understand JSON structures and field mapping concepts. To make it easier to configure custom extracts, we've redesigned the Custom Extract page with a guided, step-by-step pathway. 

Users progress through four stages: Extract Configuration, Field Mapping, CSV Mapping, and Review & Complete. The pathway offers contextual instructions at each step, lets users navigate between stages, and removes outdated quick action buttons for a streamlined experience.

Enhanced SortBy capability

The current Custom Extract Sort By requires users to write SOQL ORDER BY clauses manually, creating a barrier for non-technical users. This enhancement replaces free-text SOQL input with an intuitive, sentence-style interface that lets users build sorting rules via dropdowns.

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Bug fixes and other changes

The following bug fixes and changes are also included in this release.

General

Case Note Irregular Supports fix - Frontline mobile users can now successfully add irregular supports when creating shift notes from sessions on the mobile app. This update ensures that all necessary fields are accessible, allowing users to record irregular supports when needed.

Case Note Title fix - A character limit validation has been added to the "Case Note Title / Subject" field in Case Note flows, preventing users from entering more than 80 characters. This update ensures case notes can be saved successfully without unexpected errors. Users will now receive immediate feedback if their title exceeds the limit, improving the overall experience when creating or editing case notes across client, session, and site records.

Case Note Related Appointment improvement - When creating a Case Note via Lumary Mobile or desktop, the Related Appointment dropdown now displays additional details including the session’s start date, status, and session name, making it easier to select the correct appointment.

Lumary DC Settings fix - The Incident Management Settings interface has been fixed so that the component now closes correctly when navigating away from Incident Management Settings.

Lumary DC Settings improvement - The Lumary DC Settings tab is now enabled by default for users with the Lumary DC - System Administrator profile. This update ensures that system administrators can easily access and manage DC settings.

Submissions fix - Right-clicking a session on the Proposed House Roster path stage and selecting Modify Workers, then removing a worker, previously caused an application error. This has been resolved.

Core

Related Files component fix - We’ve fixed an issue where the Related Files component on Contact records could fail to load and show no files when a provider’s environment contained a custom field with the same API name as a packaged Lumary field. The component now correctly targets Lumary packaged fields, preventing conflicts with custom fields and ensuring Related Files load as expected.

AR Management

Journal Extract fixes:

• GST Collected was being posted as a credit on credit notes, incorrectly increasing the ATO liability. This is now correctly posted as a debit.
• Accrued Income and Trade Debtors figures were transposed on credit notes, amounts are now posted to the correct accounts.
• Payment refund journals were not being created in AR Management, these have now been added.

Award Interpretation

Expense claims improvements:

• We’ve made it easier to edit personal expenses (and attach receipts) before submitting for approval. New layouts have reduced the number of clicks required to view expense information.

• We added support for changes to the tax amount on travel and transport related Personal Expense Non-Labour Costs updated via the Service Delivery Entry screen.

Process Worker Appointments fix - We have corrected an issue that was preventing users from manually processing worker appointments using the 'Process Worker Appointments' button. This update ensures that permissions are correctly recognised, allowing eligible users to access the Process Worker Appointments function as intended.

Roster Period estimation change - A non-operational checkbox to "Include scheduled sessions" when estimating award interpretation on a Roster Period has been removed.

System administrator view change - System administrator level users will notice duplicate tabs for Session Activity Matrices, the first one (enrtcr prefix) is a placeholder for future data model consolidation.

Worker Appointments list views change - Users may notice duplicated Worker Appointments list views such as Completed and Approved Worker Apps list: these can be used interchangeably if present.

Timesheet processing fix - We have reverted a change made in 2.14 for overnight worker appointments that span two timesheet periods. Now, timesheet entries for these sessions are again split into the timesheet period applicable to the activity start time. In a future improvement we will make this configurable to support either grouping into the timesheet for the start of the worker appointment, or splitting across two timesheets based on activity start.

Workforce management

Base roster change - Start Date and Roster Frequency fields can no longer be modified after the base roster has been created. Previously, changes to these fields could leave base roster sessions outside the intended frequency, causing unexpected sessions to appear when a roster period was created. This change ensures the sessions remain correctly aligned and visible in the base roster calendar.  

Leave improvements:

• Leave balances stored with a high number of decimal places were causing a component error when viewing or creating leave records on both desktop and mobile. This has been resolved.

• Previously, if leave was approved and overlapped with completed or in-progress worker appointments, the system was incorrectly cancelling those appointments, affecting payroll and historical records. This has been updated. The system now validates leave against completed appointments (using finalised times) and in-progress appointments (using actual start and scheduled end times), preventing leave from being created if an overlap exists. When approving leave, the system will continue to cancel overlapping draft and rostered appointments as expected. However, if an appointment has been started or completed after the leave was created, it will no longer be cancelled on leave approval.

Rostering and scheduling improvements:

• The right-click menu on sessions and shifts has been reordered so that related actions appear together in a more logical sequence. The Complete Session and Complete Shift options in the scheduling calendar have also been removed for unassigned sessions and shifts, preventing accidental completion of unassigned work.
• The overtime component that features rostered and contracted hours on Modify workers screen was displaying N/A when rostered hours duration did not fall on a standard 15-minute interval. Rostered hours are now calculated and displayed correctly regardless of the duration across both the scheduling calendar and roster period.
• Sending offers for a session created directly on the scheduling calendar was causing a too many query rows error in larger organisations, as the engine was retrieving all workers rather than a filtered set. This has been resolved. Following this update, workers will only appear in matching and send offer results if the Default Worker Assignment field is populated on their worker record. Please review and update worker contact records where required.
• The review offers screen now considers a worker's completed and certain cancelled worker appointments when calculating minimum rest periods and populating the Last and Next columns. Previously, only upcoming rostered and in-progress appointments were considered, which could result in offers being sent to workers who had recently finished a shift or a session.  
• When creating or modifying a session, the system now correctly blocks rostering a worker before their employment start date, even if the session time is changed after the worker has already been selected. Users will see a validation error if they attempt to schedule a worker before their start date on both the scheduling calendar and roster period. No changes have been made to base roster, where start date validation does not apply.
• Session custom field values were not being copied when a session or shift was cloned on a base roster or roster period. These values are now preserved when cloning.

Roster period improvements: 

• You can now create roster periods even if inactive workers or users are included in the Base Roster. When creating a new roster period, the system displays a warning listing any inactive workers or users. If confirmed, their worker appointments are created as unassigned in the new roster period.
• A new Worker Status field is visible on Contact Availability Templates related list, clearly showing whether each worker or their related user is active or inactive.
• Running roster period validation on rosters with a high volume of sessions and workers was causing a batchable instance is too big error, preventing validation from completing. The data loading has been moved into the background process where higher limits apply, resolving the issue.
• Roster period validation now correctly checks worker availability against worker appointment times, rather than the full session times. This change ensures that availability conflicts are only raised if any part of the worker appointment falls outside the worker’s defined availability, reducing false errors during rostering. 

Session completion improvements:

• When completing a session that included an Excursion activity, workers were incorrectly prompted to record a Wake-Up activity. This has been corrected. The Wake-Up modal now appears only for Sleepover session activities on both desktop and mobile devices.
• Workers were receiving an error when attempting to clock out of a session early if activities such as High Intensity Supports or First Aid were attached. Activity types that do not require actual time entries are no longer shown in the session completion prompt, allowing workers to clock out successfully.
• Completing a shift containing multiple sessions with planned services could fail with a too many SOQL queries error. This has been resolved, and shifts with many sessions can now be completed successfully. 

Worker record fix - worker end date can no longer be set to a date before the start date. A validation rule now prevents a worker record from being saved if the end date is earlier than the start date.

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Permissions

Permission sets

We’ve made updates to permission sets shown in the following tables. 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 AR - AR Management	Client Contact	Record Summary	Read
Lumary DC - Behaviour Episode Capture	Behaviour of Concern	Record Summary	Read
Lumary DC - Behaviour Management	Behaviour of Concern	Record Summary	Read
	Behaviour Support Plan	Record Summary	Read
Lumary DC - BSP Prescribing Practitioner	Behaviour Support Plan	Record Summary	Read
	Medication (Medication_Detail)	Record Summary	Read
	Restrictive Practice	Record Summary	Read
Lumary DC - Case Note Management	Agreed Service Goal	Record Summary	Read
	Behaviour Support Plan	Record Summary	Read
	Client Contact	Record Summary	Read
	Clinical Assessment	Record Summary	Read
Lumary DC - Client Association Management	Associated Provider	Record Summary	Read
	Client Contact	Record Summary	Read
Lumary DC - Consent Management	Consent	Record Summary	Read
	Legal Information	Record Summary	Read
Lumary DC - Contact Management	Contact Tag	Record Summary	Read
Lumary DC - Contact Tag Management	Contact Tag	Record Summary	Read
Lumary DC - Enquiry Management	Client Risk	Record Summary	Read
Lumary DC - Goal Management	Agreed Service Goal	Record Summary	Read
	Goal Attainment Plan	Record Summary	Read
Lumary DC - Group Management	Client Risk	Record Summary	Read
	Health Condition	Record Summary	Read
Lumary DC - Health Management	Health Condition	Record Summary	Read
	High Intensity Need	Record Summary	Read
	Medication (Medication_Detail)	Record Summary	Read
	Personal Support Plan	Record Summary	Read
Lumary DC - Incident Capture and Management	Restrictive Practice	Record Summary	Read
Lumary DC - Legal Information Management	Legal Information	Record Summary	Read
Lumary DC - Mobile Baseline	Contact Availability	Worker Status	Read
	Contact Tag	Record Summary	Read
	Non-Labour Cost	Tax Type	Read, Edit
	Worker Appointment	Record Summary	Read
Lumary DC - Observation Management	Observation	Record Summary	Read
Lumary DC - Plan/Assessment Declaration	Personal Support Plan	Record Summary	Read
	Supporting Document	Record Summary	Read
Lumary DC - Plan/Assessment Upload	Clinical Assessment	Record Summary	Read
	Contact	Latest Support Plan (Care Plan)	Read, Edit
	Goal Attainment Plan	Record Summary	Read
	Personal Support Plan	Record Summary	Read
	Plan Template	(Object Access)	Read
		(All Fields)	Read
	Plan Template Item	(Object Access)	Read
		(Record Type) Item	Visible
		(Record Type) Section	Visible
		(All Fields)	Read
	Support Plan	(Object Access)	Create, Read, Edit, Delete
		(All Fields except Goal Achievement Plan)	Read, Edit (only Read access on formula fields)
	Support Plan Item	(Object Access)	Create, Read, Edit, Delete
		(All Fields)	Read, Edit
	Support Plan Section	(Object Access)	Create, Read, Edit, Delete
		(Object Access)	Read, Edit (only Read access on formula fields)
	Supporting Document	Record Summary	Read
Lumary DC - Process Management	Agreed Service Goal	Record Summary	Read
	Associated Provider	Record Summary	Read
	Client Contact	Record Summary	Read
	Client Risk	Record Summary	Read
	Consent	Record Summary	Read
	Goal Attainment Plan	Record Summary	Read
	Health Condition	Record Summary	Read
	High Intensity Need	Record Summary	Read
	Medication (Medication_Detail)	Record Summary	Read
Lumary DC - Risk Management	Client Risk	Record Summary	Read
	High Intensity Need	Record Summary	Read
Lumary DC - Roster Management	Contact Availability	Worker Status	Read
Lumary DC - Session Management	Contact Availability	Worker Status	Read
	Contact Tag	Record Summary	Read
	Non-Labour Cost	Tax Type	Read, Edit
	Worker Appointment	Summary	Read
Lumary DC - Set Up	Plan Template	(Object Access)	Create, Read, Edit, Delete
		(All Fields)	Read, Edit
		(Tab Access)	Visible
	Plan Template Item	(Object Access)	Create, Read, Edit, Delete
		(Record Type) Item	Visible
		(Record Type) Section	Visible
		(All Fields)	Read, Edit (only Read access on formula fields)
Lumary DC - Tag Management	Contact Tag	Record Summary	Read
Lumary DC - Worker Management	Contact Tag	Record Summary	Read
Lumary - Statement Management	Supporting Document	Record Summary	Read

Permission set	Apex Class
Lumary DC - Baseline	enrtcr.UserManagementController
Lumary DC - Plan/Assessment Upload	enrtcr.DCClientObservationsController
	enrtcr.DCObsScheduleTimeController
	enrtcr.SupportPlanController
	enrtcr.SupportPlanItemController
	enrtcr.SupportPlanLinkOrCreateRecordController

Permission set	Custom Permission
Lumary DC - Plan/Assessment Upload	enrtcr.User Can Create Support Plans

We’ve added new permission sets in this release.

Permission set	Purpose
Lumary - Manager/Leader/Admin	Grants relevant object-level access to Lumary objects with master-detail relationships to standard Salesforce objects.
Lumary - Other	Grants relevant object-level access to Lumary objects with master-detail relationships to standard Salesforce objects.
Lumary DC - Worker	Grants relevant object-level access to Lumary objects with master-detail relationships to standard Salesforce objects.

We have added new permission sets to the permission set groups shown in the following table. 

Permission set group	Permission set added
Lumary DC - Award Interpreter	Lumary - Other
Lumary DC - Business Owner	Lumary - Manage Calendar Filters
	Lumary - Manager/Leader/Admin
Lumary DC - Customer Service Officer	Lumary - Manager/Leader/Admin
Lumary DC - Finance Officer	Lumary - Other
Lumary DC - House Manager	Lumary - Manager/Leader/Admin
Lumary DC - Payroll Officer	Lumary - Other
Lumary DC - Regional Manager	Lumary - Manage Calendar Filters
	Lumary - Manager/Leader/Admin
Lumary DC - Scheduler	Lumary - Other
Lumary DC - Senior Support Worker	Lumary DC - Worker
Lumary DC - Support Worker	Lumary DC - Worker
Lumary DC - System Administrator	Lumary - Manage Calendar Filters
	Lumary - Manager/Leader/Admin
Lumary DC - Team Leader	Lumary - Manager/Leader/Admin

WFM Permission sets

We’ve made updates to permission sets shown in the following tables. 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	Agreed Service Goal	Record Summary	Read
	Behaviour of Concern	Record Summary	Read
	Behaviour Support Plan	Record Summary	Read
	Client Contact	Record Summary	Read
	Client Risk	Record Summary	Read
	Clinical Assessment	Record Summary	Read
	Contact	Latest Support Plan (Care Plan)	Read
	Contact Availability	Worker Status	Read
	Contact Tag	Record Summary	Read
	Goal Attainment Plan	Record Summary	Read
	Health Condition	Record Summary	Read
	High Intensity Need	Record Summary	Read
	Non-Labour Cost	Tax Type	Read, Edit
	Observation	Record Summary	Read
	Plan Template	(Object Access)	Read
		(All Fields)	Read
	Plan Template Item	(Object Access)	Read
		(Record Type) Item	Visible
		(Record Type) Section	Visible
		(All Fields)	Read
	Restrictive Practice	Record Summary	Read
	Risk	Record Summary	Read
	Service	NDIS Plan Type	Read
	Support Plan	(Object Access)	Read
		(All Fields except Goal Achievement Plan)	Read
	Support Plan Item	(Object Access)	Read
		(All Fields)	Read
	Support Plan Section	(Object Access)	Read
		(All Fields)	Read
	Supporting Document	Record Summary	Read
	Worker Appointment	Summary	Read
Lumary - Rules Matching	Contact Tag	Record Summary	Read
Lumary - Scheduling	Calendar Filter	(Object Access)	Read, Create, Edit, Delete
		Filter JSON	Filter JSON
	Contact Availability	Worker Status	Read
	Contact Tag	Record Summary	Read
	Non-Labour Cost	Tax Type	Read, Edit
	Worker Appointment	Summary	Read
	User	Default Calendar Filter Id	Read, Edit
Lumary WFM - On-Call Management	Worker Appointment	Summary	Read
Lumary WFM - On-Call Worker	Worker Appointment	Summary	Read
Lumary - Extract	Custom Extract	Stage	Read, Edit

Permission set	Apex Class
Lumary - Mobile User	enrtcr.DCClientObservationsController
	enrtcr.DCObsScheduleTimeController
	enrtcr.SupportPlanController
	enrtcr.SupportPlanItemController
	enrtcr.SupportPlanLinkOrCreateRecordController

We’ve added new permission sets in this release.

Permission set	Purpose
Lumary WFM - User Management Console	For users who onboard workers and/or manage worker information for scheduling and payroll.
Lumary - Manage Calendar Filters	For users who create, modify and delete public calendar filters

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