Version 2.16
Available: 26 May 2026
The Lumary DC 2.16 release includes improvements for client alerts, support plans and mobile functionality, user management console improvements and more.
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Required packages
Lumary CM 25.70
Lumary AWI 2.16 and dependencies
Lumary Base: 2.4
Client Alerts:
Support Plans:
- enable Formstack document generation
- support plan item card improvements
- control mobile visibility and flag high importance
- submit support plan declarations
- support plan activation
- support plan mobile interface
- support plan mobile observations capture, and
- other related improvements.
Award interpretation:
Rostering and scheduling:
The release also includes several bug fixes and other changes.
We’ve also included updates to permission sets.
Client Alerts
Collapsible summary view
The client alerts component on desktop and mobile now features a collapsible summary view, giving users a high-level overview of alerts at a glance. The component loads collapsed by default, showing alert counts by record type and highlighting new alerts. Users can expand it to view the full alert list at any time. This is especially useful for clients with a large number of alerts, providing a cleaner, more organised experience.
Collapsed:
Expanded:
Default mobile client alerts setting
A new setting has been added in Lumary Extended Settings, allowing providers to control whether client alerts on mobile devices appear expanded or collapsed by default on client records and sessions in the Lumary Mobile app. This setting is disabled by default (collapsed).
To enable expanded client alerts as default on mobile
Click on the setup cog icon and select Setup.
Click in the Quick Find search field.
Type Custom Settings.
Click on the Manage link next to Lumary Extended Settings.
Click Edit at the top of the page.
Tick the Default Mobile Alerts to Expanded checkbox.
Click Save.
Support Plans
Enable Formstack document generation
A new Show Generate Document Button option is available on Plan Templates. If this is enabled for a plan template and your organisation has a custom Formstack template configured and mapped, this allows users to easily generate a document version of client’s draft or active support plan for printing or saving as a PDF. This feature gives organisations greater flexibility to use their own custom templates for support plan documentation.
Support plan item card improvements
- Date values now display in DD-MM-YYYY format.
- Users can now see at a glance if there are attachments linked to records, indicated by a paperclip icon.
- Users can now see if a client contact has a Preferred Communication Method.
Control mobile visibility and flag high importance
Desktop users now have greater control over which Support Plan Items are visible on the mobile app, and can flag items of high importance to workers. Two new stateful buttons on the Support Plan Item component provide these controls. These are only editable when the related plan is in Draft status. For Active or Expired plans, the buttons display in a read-only state.
Desktop users can toggle a Hide From Mobile field via a stateful button on the Support Plan Item component:
- Visible on Mobile – item will appear on mobile (default).
- Hidden from Mobile – item will be hidden from the mobile Support Plan entirely.
A new stateful button allows desktop users to flag Support Plan Items as high importance via the High Worker Importance field:
- Standard Importance – not flagged on mobile (default).
- High Worker Importance – item is flagged on mobile for worker attention.
On mobile, items display a High badge when either:
- The related record has an existing Alert flag, or
- High Worker Importance is set to True.
Submit support plan declarations
Users can now submit a single declaration confirming they have read and understood a client’s overall active Support Plan, rather than submitting declarations for each associated individual record. A new Add Declaration button has been added to the bottom of the Support Plan component on desktop and mobile, launching a streamlined declaration process with pre-filled details. Once a declaration is submitted for an active support plan, the button is hidden for the user to prevent duplicates, and related compliance records are automatically created for the overall support plan and its linked assessments and plans.
Support plan activation
When activating a support plan, users can now set the Review Period (days) and Prepared By fields directly within the activation flow. The Review Period (days) is selectable from a list of standard intervals, and Prepared By defaults to the current user but can be changed to any active user. A new Calculated Review Date field has been added and displays on the support plan’s header, automatically determining the next review date based on the plan’s start date and review period. These enhancements streamline the support plan process and ensure key information is captured accurately from the plan’s activation.
Desktop and mobile users can now see at a glance if a client has an active support plan. The new support plan indicator will display when the client has an active support plan and includes the activation date.
If the user viewing the client has not yet submitted a declaration, red messaging will appear prompting them to review the plan and submit their declaration for compliance. This helps ensure compliance is up to date and clearly alerts users when action is required.
On desktop, the new support plan summary section is displayed under the alerts section on client records. Clicking on this will take the user directly to the support plan.
On mobile, users will see the indicator in the list of clients attending a session. Clicking on this will take the user directly to the client’s record which will display the support plan details.
If your organisation uses custom page layouts or custom Lightning record pages for client records, you can add the Create Support Plan button, Support Plan Summary component and Support Plans related list to your layouts by following the guidance below:
To add the Create Support Plan button to a custom page layout
Click on the setup cog icon and select Setup.
Click in the Quick Find search field.
Click on the Object Manager tab.
Click in the Quick Find search field.
Type Contact.
Click on the text link of the Contact object name.
Click on Page Layouts.
Click on the text link of the custom Page Layout you are using, e.g: Cloned Client Layout .
From the top palette, select Mobile and Lightning Actions and click and drag the Create Support Plan action to the Salesforce Mobile and Lightning Experience Action section, and drop it in the desired location.
Click Save.
To add the Create Support Plan button to a custom Lightning record page
Click on the setup cog icon and select Setup.
Click in the Quick Find search field.
Click on the Object Manager tab.
Click in the Quick Find search field.
Type Contact.
Click on the text link of the Contact object name.
Click on Lightning Record Pages.
Click on the text link of the custom Lightning record page you are using, e.g: Cloned Client Lightning Record Page .
Click on the Edit button.
Click on the Highlights Panel section at the top of the layout.
In the right-hand pane scroll down and click Add Action button.
Find and select Create Support Plan in the Actions search field.
Click Done.
Click Save.
To add the Support Plan Summary component to a custom Lightning record page
Follow steps 18-21 in our Add a tab and/or component to a customised Lightning page layout article and add the clientSupportPlanSummary component to your page.
To add the Support Plans Related List to a custom page layout
Click on the setup cog icon and select Setup.
Click in the Quick Find search field.
Click on the Object Manager tab.
Click in the Quick Find search field.
Type Contact.
Click on the text link of the Contact object name.
Click on Page Layouts.
Click on the text link of the custom Page Layout you are using, e.g: Cloned Client Layout .
Add the Related List
- In the layout editor, click Related Lists in the top palette
- Scroll through the available related lists to find Support Plans
- Drag it to the Related Lists section at the bottom of the layoutClick Save.
To add the Support Plans Related List to a custom lightning record page
Click on the setup cog icon and select Setup.
Click in the Quick Find search field.
Click on the Object Manager tab.
Click in the Quick Find search field.
Type Contact.
Click on the text link of the Contact object name.
Click on Lightning Record Page.
Click on the text link of the custom Lightning Record Page you are using, e.g: Cloned Client Lightning Record Page .
Find Related List - Single in the left components panel.
Drag and drop it onto the page.
In the right panel set Related List to Support Plans.
Click Save.
Support plan mobile interface
Lumary Mobile users will now see a client's active support plan directly on the client record, giving mobile users faster access to key plan information in a mobile-optimised layout without navigating away. Items are presented as an interactive card-style accordion list, making it easier for mobile workers to quickly scan a client's support plan and drill into relevant details on the go.
- Items marked as high importance or with an associated alerts will show a High badge.
- Tapping a card title or chevron expands the item to reveal its full details.
Find out more about viewing client support plans on mobile.
Support plan mobile observations capture
We’re making it easier for support workers to capture and view the latest observations, and track daily schedules — all from a client’s active support plan.
When you open an item that has an associated observation schedule, you'll see the most recent observation value and when it was recorded — without needing to navigate away.
A visual timeline shows all scheduled observation times for the current day, with clear indicators for which observations have been captured. This makes it easy to see what's been done and what's still outstanding during a shift.
An + Add Observation button appears directly on each schedule, so you can record an observation without having to navigate elsewhere on the client’s record.
A Show Graph link lets you view historical observation data over time, giving you a quick picture of trends and changes.
Fluid Balance observations now automatically calculate intake vs. output, so you can see an accurate running balance without manual calculations.
Other related improvements
- Streamlined Client Summary – For clients with an active plan, to reduce clutter on mobile the fields in the client summary section are hidden, and the About Me field is truncated to the first 100 characters, as they would be covered in support plan details. For clients without an active plan, the full field set and About Me content continue to display as normal.
- Cleaner header layout – For clients without an active plan, the header area has been optimised for better use of mobile screen space. Client summary field set fields now only show if they have values and are hidden when blank.
Award interpretation
User management console preview
Extending on the new User Management Console introduced in our previous release, it now includes managing Payee and Assignment records. This makes it easier both to set up and to maintain worker payroll details in one guided workflow, with support for multiple payee records per worker and built-in validation to help prevent incomplete or invalid configurations. Assignments that already have payroll or timesheet history are shown but are locked to preserve data integrity of processed data. Further iterations of this tool will extend to supplementary payee records including withholdings.
To preview the new console, users need to be granted the Lumary WFM - User Management Console permission set or be a System Administrator.
Rostering and Scheduling
Estimated travel warnings when scheduling sessions
This is a pilot feature and will not be available to all organisations yet.
Schedulers will now be able to view estimated travel warnings if triggered when creating new sessions, modifying session times or modifying a worker on a live calendar, roster period or base roster.
Estimated travel warnings do not prevent a scheduler from proceeding; they are designed to surface potential travel conflicts caused by insufficient travel time between appointments. This reduces the chance of workers being unable to travel between appointments on time.
The travel time and distance are estimated via the Google Routes API and are calculated based on:
- traffic conditions forecasted at the point in time of scheduling,
- the fastest route based on time,
- toll routes,
- and appointments within an 8-hour time frame (before and after).
The time and distance are calculated using the geo-location of the appointment. If an appointment does not contain a geolocation, it will default to the address, and if neither can be provided, it will be unable to calculate.
Bug fixes and other changes
The following bug fixes and changes are also included in this release.
General
Behaviour of concern fix - When creating a Behaviour of Concern from a Behaviour Support Plan, the system now ensures the selected client matches the client of the related Behaviour Support Plan. This prevents users from linking a Behaviour of Concern to a different client, helping maintain accurate and consistent client records.
Behaviour support plan declarations improvement - Users can now submit a declaration to confirm they have read and understood a client’s Behaviour Support Plan directly from the Behaviour Support Plan record page, both on desktop and mobile. A new Add Declaration button has been added, which opens a modal with pre-filled details and automatically creates a Compliance record linked to the relevant Behaviour Support Plan. This enhancement streamlines compliance tracking and ensures declarations are accurately recorded. If submitting a declaration for a client's overall support plan, a related declaration for the associated behaviour support plan with be created automatically.
Billable Item fix - Support Category details are now correctly populated when creating Service Delivered records using the Include Billable Item option in the Case Note creation flow. This ensures that all new records reflect the appropriate Support Category based on the selected Service Agreement Item, improving accuracy for billing and reporting.
Billable Item / Irregular Support fix - When creating billable items or irregular supports from case notes, the case notes now correctly link to the associated service delivery records. This update restores full traceability between case notes and service delivery, improving audit compliance and visibility for users. The change ensures consistent behaviour whether case notes with billing are created as a shift note from a site, or a case note from a client record.
Case Note fix - We’ve resolved an issue that could cause flow failures when creating case notes, if the worker’s role was not one of the Related Discipline options within case notes. Case notes will now create successfully in this scenario.
Client Support Updates improvements - The Support Updates component on the client record page is now automatically hidden when the client has an active support plan. Since workers can already review and add declarations directly through the support plan, displaying Support Updates alongside it was redundant. This change has been applied to both desktop and mobile.
Clients Attending List improvement - The client list in Sessions on the Lumary Mobile app has been improved to display client preferred names beneath their main name, with reduced avatar and name text size for better use of space.
Incidents & Feedback improvements:
- We’ve added a new Submit an Incident or Feedback option to the main menu in the Lumary Mobile app. This update allows users to easily capture and submit incidents or feedback directly from the home screen, even when they are not specific to a client record.
- We’ve increased the character limits for key fields in the Log Incident and Feedback workflows to help prevent errors when special characters or formatting are included. Users will now see a clear validation message if their input exceeds the new limits, allowing incidents and feedback to be submitted successfully without data loss. This update improves reliability when entering detailed information, especially for fields involving summaries and descriptions.
Mobile Layout improvements - Frontline mobile users will now see the correct record details and layouts when viewing client-related records, improving data visibility and usability during service provision.
Submission fix - We’ve corrected how Specialist Disability Accommodation (SDA) submissions calculate monthly quantities, so they no longer add an extra month when the end date falls on the last day of the month. This ensures SDA and related tenancy submission schedules align to the agreement start and end dates and generate the correct set of service delivery recurrences.
Core
Client Summary PDF fix - Client Summary PDFs now regenerate successfully when triggered by record updates by any user, including frontline workers using the mobile app. This update ensures that PDF generation no longer fails due to insufficient permissions, providing up-to-date client summaries across all user roles and workflows.
Custom Extract fix - The Filter Condition Builder in Custom Extracts has been fixed to prevent “undefined” from appearing when adding fields and to ensure all extract variables are recognised without syntax errors.
Custom Extract improvements:
- The Sort By options in Custom Extracts are now ordered alphabetically by field label (instead of API name), making fields easier to find and select.
- We’ve added a Save button to the Custom Extract setup pathway so you can save your progress without moving to the next step. This is available when creating or editing a custom extract, helping you safely pause and return later without losing changes.
Service Agreement rollover fix - Service Agreement rollover has been updated to maintain the original recurrence end date for any line items that had already ended before the new agreement start date. This prevents auto-scheduled Service Delivered records from being generated for past dates after a rollover. In addition, automated scheduling will now stop generating Service Delivered records when either the Service Agreement Item end date or the recurrence end date occur before the next scheduled delivery date.
Smart File Uploader improvement - You can now upload .msg email files using the Smart File Uploader. The Migrate Client Files feature also supports transferring .msg files from Client records to related records. This enhancement makes it easier to manage and migrate email correspondence within client records.
AR Management
Invoice PDF improvement - Invoice templates now include an option Exclude Worker from service details to hide the Worker name in the Service Details section of the Invoice PDF, protecting worker privacy when practitioner details aren’t needed. This can be managed within the AR Management tab. When this option is enabled, the Worker is not included on the invoice.
Award Interpretation
Estimate Award Interpretation improvement - Leave processing has now been integrated into the estimation, ensuring that approved leave is accurately included in roster period cost estimates. This enhancement improves the accuracy of overtime calculations by factoring in leave hours alongside rostered work hours, providing a more complete and reliable award interpretation estimate.
Leave list view improvements:
New leave list views have been added, allowing users to easily filter and view Approved Leave and Leave Awaiting Processing.
We’ve added a Process Leave button to the Availability list view, allowing payroll officers to manually trigger leave timesheet processing when needed. This makes it easier to confirm that eligible approved leave has been picked up and processed before running payroll. If there are no eligible records, you’ll now see a clear message indicating there is no leave to process.
Process Worker Appointments fixes:
We have corrected an issue related to record ownership that was preventing users from manually processing worker appointments using the 'Process Worker Appointments' button in certain instances. This update ensures the process can complete as intended for eligible users accessing the Process Worker Appointments function.
We've resolved an issue where approved child sessions (sessions linked to a shift) were being processed before the parent shift was approved, resulting in duplicate timesheet entries when the shift got processed. The batch now waits until all sessions for a shift are approved and processes them together, preventing duplicate entries from being created. Note: child sessions might appear in the Completed and Approved worker appointment list view without being processed. The ‘Is Assigned to Shift?’ flag now appears in the list view, and Worker Shift Assignment related lists have been added to the record page to explain why the worker appointment remains unprocessed.
Workforce management
Leave improvement - Previously, schedulers were required to navigate away from the leave record to cancel a worker’s appointment associated with that leave. The Cancel Worker Appointment button now appears on the Availability Rostering Record page when the record:
- leave type is selected,
- the availablity type is set to Unavailable, and
- leave status is set to Pending or Approved.
This makes it faster to manage leave-related appointment cancellations from a single screen.
Mobile fixes: We have made changes to the Frontline Mobile Only user profile to improve security and simplify the onboarding experience for support workers.
- We have enabled the Hide Option to Switch to Salesforce Classic system permission. This prevents mobile-only workers from accessing the Salesforce Classic interface via a desktop browser when following verification or password reset links.
- The View Setup and Configuration system permission has also been disabled for this profile, as mobile workers do not require access to Salesforce setup.
Rostering and scheduling fixes:
- Right-click actions on the scheduling, roster period, and base roster calendars previously had an unusual day-selection behaviour for users whose Salesforce time zone differed from their device's local time zone. This affected the right-click actions: Modify Session & Shift, Clone Session, Clone Shift, Modify Workers, Modify Session Activities, and Modify Clients & Services. The right click actions actions have been updated to consistently use the Salesforce user's time zone, resolving the selection errors across all supported calendars.
- The roster period validation was incorrectly flagging scheduling conflicts on days where the worker had no sessions in the roster period. These conflicts were being triggered by sessions from a different, already-published roster period. This was caused by sessions marked for deletion (pending removal after a roster period is deleted) that were still being evaluated by the validation logic. Sessions pending deletion are no longer considered during validation, and conflicts are now only raised where a genuine overlap exists.
- When cloning a session on a base roster, the session times were being pushed forward by one hour on the cloned copy due to the daylight savings transition. This has been resolved with cloned sessions now retaining the correct times from the original session.
- When creating a session that included both a mix of Face-to-Face service and Non Face-to-Face components, and the participant's support agreement contained multiple service agreement items(SAI’s) with different claim types and delivery ratios, the system was linking planned services to the wrong service agreement items. An incorrect delivery ratio was also occasionally applied. Planned services are now linked to the correct SAI based on their claim type and the delivery ratio selected at the time the session is created.
Rostering and scheduling improvement - When adding a Contact Availability Template to a worker record or from the draft base roster page, the roster lookup field was previously showing all base roster records, including finalised rosters, archived versions, and inactive drafts. This could lead users to select a roster that would then reject the CAT due to a validation rule. The lookup is now filtered to show only the records that can accept a CAT. When the draft roster feature is disabled, only active base rosters of Base type are shown; when the draft roster feature is enabled, only the current draft roster is shown. If no valid draft exists, the user is prompted to create one first.
Permissions
Permission sets
We’ve made updates to permissions on the 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 |
Recurrence |
Frequency of services |
Read, Edit |
Reference Data |
Exclude Worker from service details |
Read, Edit |
|
Lumary DC - Case Note Management |
Episode |
Veteran status |
Read, Edit |
Service Agreement Item |
CC Discount Percentage |
Read, Edit |
|
CC Negotiated Amount |
Read, Edit |
||
Client Contribution Rate |
Read, Edit |
||
Override CC Fee Wavier |
Read, Edit |
||
Lumary DC - Contact Management |
Recurrence |
Frequency of services |
Read, Edit |
Lumary DC - Enquiry Management |
Assessment |
Practitioner Reason Override |
Read, Edit |
Lumary DC - Mobile Baseline |
Recurrence |
Frequency of services |
Read, Edit |
Service Agreement Item |
CC Discount Percentage |
Read, Edit |
|
CC Negotiated Amount |
Read, Edit |
||
Client Contribution Rate |
Read, Edit |
||
Override CC Fee Wavier |
Read, Edit |
||
| Lumary DC - Observation Management | Observation |
Fluid Balance |
Read |
Lumary DC - Plan/Assessment Declaration |
Compliance
|
Behaviour Support Plan |
Read, Edit |
Support Plan |
Read, Edit | ||
|
Lumary DC - Plan/Assessment Upload
|
Plan Template |
Show Generate Document Button |
Read |
Support Plan |
Calculated Review Date |
Read |
|
Support Plan Item |
Hide From Mobile |
Read, Edit |
|
Lumary DC - Service Agreement Management |
Recurrence |
Frequency of services |
Read, Edit |
Lumary DC - Session Management |
Episode |
Veteran status |
Read, Edit |
Recurrence |
Frequency of services |
Read, Edit |
|
Service Agreement Item |
CC Discount Percentage |
Read, Edit |
|
CC Negotiated Amount |
Read, Edit |
||
Client Contribution Rate |
Read, Edit |
||
Override CC Fee Wavier |
Read, Edit |
||
Lumary DC - Set Up |
Plan Template |
Show Generate Document Button |
Read, Edit |
Lumary DC - Worker Management |
Recurrence |
Frequency of services |
Read, Edit |
| Permission set | Apex Class |
|---|---|
| Lumary DC - Baseline | enrtcr.DynamicComponentLoaderController |
AWI Permissions
| Permission set | Object | Field | Permission |
|---|---|---|---|
| Lumary - Award Interpretation | Timesheet Item |
Allowance TSI Record |
Read, Edit |
| Cost Code | Read, Edit | ||
| Distribution Percentage | Read, Edit | ||
| Timesheet Entry | Read, Edit |
WFM Permissions
| Profile | System Permission | Permission |
|---|---|---|
Lumary Mobile - Frontline Mobile Only User |
Hide Option to Switch to Salesforce Classic |
Enabled |
View Setup and Configuration |
Disabled |
| Permission set | Object | Field | Permission |
|---|---|---|---|
Lumary - Mobile User |
Compliance |
Behaviour Support Plan |
Read, Edit |
Support Plan |
Read, Edit |
||
Observation |
Fluid Balance |
Read |
|
Plan Template |
Show Generate Document Button |
Read |
|
Recurrence |
Frequency of services |
Read, Edit |
|
Service Agreement Item |
CC Discount Percentage |
Read, Edit |
|
CC Negotiated Amount |
Read, Edit |
||
Client Contribution Rate |
Read, Edit |
||
Override CC Fee Wavier |
Read, Edit |
||
Submit an Incident or Feedback |
(Tab Access) |
Visible |
|
Support Plan |
Calculated Review Date |
Read |
|
Support Plan Item |
Hide From Mobile |
Read |
|
| Lumary - Scheduling | Contact Availability Template |
Show In Related List |
Read |
Lumary WFM - Mobile User Permissions |
Associated Provider |
(Object Access) |
Read |
(All Fields) |
Read |
||
Consent |
(Object Access) |
Read |
|
(All Fields) |
Read |
||
Diagnosis |
(Object Access) |
Read |
|
(All Fields) |
Read | ||
Medication (Medication_Detail) |
(Object Access) |
Read |
|
(All Record Types) |
Visible |
||
(All Fields) |
Read | ||
Personal Support Plan |
(All Fields) |
Read |
| Permission Set | Apex Class |
|---|---|
Lumary - Mobile User |
enrtcr.DCClientAlertsController |
| Lumary - Scheduling | enrtcr.TravelEstimationController |
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