CapacityWare Version Information and Ordering Page

Note: Information contained on this page applies to software only. Information pertaining to Change Management Literature is listed separately.

1. Newer versions are indicated by the bold centered date displayed below.
2. Beneath the New Version Date is a description of the features that have been improved, added (new), or corrected in the new version.
3. Each new version contains the features of all previous versions listed.
4. The new version may be in a test phase of approximately two weeks prior to release but may be ordered immediately.
5. New versions may be available without cost to retainer clients during the term of the retainer period.
6. New versions, by their nature, will not require additional training beyond that recommended for new users.
7. Any investment made in CapacityWare is fully applied to the cost of SIGNFICANT TECHNOLOGY UPGRADES as they become available.

CORRECTION - When entering data for MSF use, the system "holds" the name of the last individual (appropriately) but when the user "clicks" OK, the last held user but does not carry that last user to the input record as it should.


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IMPROVEMENT - When using the MSF Mulitple Screen, the user has to reenter selections with each use. The improvement will cause the program to "hold" the last selection until changed or the Multiple Screen is closed.

IMPROVEMENT - Currently, Best Practices are linked to the default 10 UHS categories. This will continue. However, when the client defines their own 10-UHS categories the link to current Best Practices remains causing some Best Practices at the strategy level to be out of synch with tailored UHS labels created by the client. This improvement will not display default Best Practices linked to tailored labels.

IMPROVEMENT - Respondent COPY and MERGE options will be added to the Login routine. This will allow the user to "transfer" respondent between client data bases, and merge several respondent files into a single file when separate files have been established for the same person with different names.

IMPROVEMENT - The Event Record currently contains a narrowly defined field within which to record a six digit Advantix film canister that helps link still photographic results with the event as a means of locating visual images. This field will be changed to accommodate any reference number that can be linked to an image source.

IMPROVEMENT - In the QWLI column of the Testees Table, the QWLI is computed to an unreasonable accuracy (15 places or so). This can be altered to two decimal places only.

IMPROVEMENT - Currently the "under 50 counters warning" appears fifity times before reaching zero. Wouldlike to have it count down and display "by 10's" only.

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NEW - On the Literature, Models, and Technology Manual section of the Event Details Screen (Add or Edit) the new feature will allow the user to hover and click on a resource and that resource will boot up MS Word with the resource - ready for the user to engage.

NEW - Current Band Reports include only a numeric representation of Band populations. The NEW feature will create a horizontal Bar Chart to depict those numerics graphically to improve understanding.

NEW - Currently there is no programmatic routine to "view" the RGB breakout of Bands. This feature will be added.

NEW REPORT (RGB and Other Comparison List) - This new report will list both an "RGB score" and "Other score" so that a comparison can be made by the user.

NEW REPORT (Best Practice Links) - Report would list the Best Practices that have already been linked to root Items.

NEW FEATURE - At the time of registration, be able to make the decision as to the distribution of "counters" to individual machines on a network, or attribute all counters to a common pool.

CORRECTION - When entering data for MSF use, the system "holds" the name of the last individual (appropriately) but when the user "clicks" OK, the last held user but does not carry that last user to the input record as it should.

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IMPROVEMENT - When using the MSF Mulitple Screen, the user has to reenter selections with each use. The improvement will cause the program to "hold" the last selection until changed or the Multiple Screen is closed.

IMPROVEMENT - Currently, Best Practices are linked to the default 10 UHS categories. This will continue. However, when the client defines their own 10-UHS categories the link to current Best Practices remains causing some Best Practices at the strategy level to be out of synch with tailored UHS labels created by the client. This improvement will not display default Best Practices linked to tailored labels.

IMPROVEMENT - Respondent COPY and MERGE options will be added to the Login routine. This will allow the user to "transfer" respondent between client data bases, and merge several respondent files into a single file when separate files have been established for the same person with different names.

IMPROVEMENT - The Event Record currently contains a narrowly defined field within which to record a six digit Advantix film canister that helps link still photographic results with the event as a means of locating visual images. This field will be changed to accommodate any reference number that can be linked to an image source.

IMPROVEMENT - In the QWLI column of the Testees Table, the QWLI is computed to an unreasonable accuracy (15 places or so). This can be altered to two decimal places only.

IMPROVEMENT - Currently the "under 50 counters warning" appears fifity times before reaching zero. Wouldlike to have it count down and display "by 10's" only.

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NEW - On the Literature, Models, and Technology Manual section of the Event Details Screen (Add or Edit) the new feature will allow the user to hover and click on a resource and that resource will boot up MS Word with the resource - ready for the user to engage.

NEW - Current Band Reports include only a numeric representation of Band populations. The NEW feature will create a horizontal Bar Chart to depict those numerics graphically to improve understanding.

NEW - Currently there is no programmatic routine to "view" the RGB breakout of Bands. This feature will be added.

NEW REPORT (RGB and Other Comparison List) - This new report will list both an "RGB score" and "Other score" so that a comparison can be made by the user.

NEW REPORT (Best Practice Links) - Report would list the Best Practices that have already been linked to root Items.

NEW FEATURE - At the time of registration, be able to make the decision as to the distribution of "counters" to individual machines on a network, or attribute all counters to a common pool.

RTE (Expresseion contains an extra ")" within structure). Selected new surveys are unable to adequately processed. Revert to last version.

RTE (Activating Archived Client Data) - "Archived" client are not delivered via an installation CD even though an "Archived Client List" does appear on an installed version. When recovering an Archived Client data base that is not delivered, the softwarew will return a Run Time Error. This will be corrected in the next version. Archived client can only be ordered and delivered manually when the need arises.

RTE 3021 " No current record." - At Select the client screen off the Main Menu - "click" the upper right "x" to get the RTE. We've been unable to duplicate.

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NOT WORKING PROPERLY - When creating a lengthy survey of more than 10 items the system does not complete the task. Can be accommodated through a work around and edit routine.

NOT WORKING PROPERLY - Survey duplication effort not working properly.

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URGENT IMPROVEMENT - Bar Chart label capability (such as that already available on UHS and Trend Tower Report) will be added on the next version.

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CORRECTION - When a Client is "Registered" in CW, the system will create a new client ID for each "machine" registered. This generates a problem when Stripping" to a single client because multiple ID's are used for the same LTData.mdb.

CORRECTION - Using anything but a letters and numbers in the Survey File Name when making a survey creates RTE's. The program needs to be changed to accommodate other symbols "-" etc. or give an error before the cursor leave that field.

No scheduled activity in June.

No scheduled activity in May.

INSTALLATION DISCREPANCY - When installing a newly stripped Central Data Base, the saved Events were on the installation data, but did not show in the Event list.

RTE (RGB Compatibility Search) - A run time error is returned when no match is found for an RGB Compatibility search. In the future a Notice of Non-availability will be displayed if the search returns zero results.

RTE 3021 - During the SURVEY editing process the survey autonumber routine becomes comtaminated. This results in RTE's when displaying data, the root of which is traced to the autonumber column being contaminated (assuming from the editing). NEW INFORMATION - Partial correction completed. With the autonumber turned off, the program will inappropriately renumber any item to the next available number (a survey with ten items will renumber any edited survey item to item number 11). The fix needs to be fixed.

RTE 3138 (Syntax error in ORDER BY clause.) - When the "Add Model" feature of the new event screen is used, after filling in the name for the new Model, one gets the noted RTE.


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NOT WORKING PROPERLY - When displaying an RGB Composite, the system exlcudes the selected (even by default selection) of one user. In a previous program alteration this portion of the program became altered unnecessarily and will require immediate correction.

NOT WORKING PROPERLY - When in the MSF reporting mode, the user cannot get JUST the comments for a particular TARGET. We must be able to do that without a demographic. The ability to get a QWLI Report for a TARGET is also a need.

CORRECTION - Screen 2a-Login displays a "Data 1" programming window that can be hidden.

IMPROVEMENT - On the Edit Event/Initiative screen, the "Clients/Groups" window display was sorting by Client Number rather than alphabetically by client name. The sort protocol was changed to an alpha sort to accomodate the normal search protocol for users.

IMPROVEMENT - The library item "check out - check in" process required the user to type in a name. The processes was changed to use the names of respondents in a drop-down window so that name mistakes are eliminated, and so that resource engagement can now be added to the individual transcript.

RTE FIX - If a library item was not propoerly categorized, it the "check out - check in" would produce a Run Time Error. This possibility has been eliminated.

CORRECTION - We modified the program for a client to permit the display of an RGB to use orange rather than red because of a medical issue with a workshop participant. We have now removed that option thus eliminating the possibility of inadvertantly producing and OGB instead of the RGB.

CORRECTION - We fixed the "Time Monitor" feature on the Event Note Files so that off-site work is now tabulated on the Event Record as a complete compilation of the work completed for each event.

IMPROVEMENT - Create a "Search" mechanism for the "Respondent - Demographic - Notes" options so that the user can ALSO use wildcard demographic searches IN ADDITION TO other demographic searches.

IMPROVEMENT - When a non-default UHS element is used, enable a sort of Best Practices by the tailored title.

NEW - Added a "timer" on the Event and Initiative Notes feature that will keep track of intervention support workout outside the clinet view.

NEW - Added a feature to track the lending of technology resources through a "check-out, check-in" routine.

Focused on eliminating RTE's.

NEW - Added the ability to link remediation strategies with RGB predispositions for the remediation lead and group composite.

NEW - Added a financial Report to track Event expences and Revenues.

IMPROVED - The ability to "strip" a data version of specific universal client information.

NEW - Added an improved option for tracking Multi-Source Feedback (MSF) targets.

NEW - Created the ability to "track" survey items from one survey to the next using an MS Excel line graph feature.

NEW - Added the computation of Median, Standard Deviation (both sample and population) to bar charts.

NEW - Added the ability to post Events directly to the MS Outlook Calendar.

NEW - Added the ability to label demographic selection option boxes.

NEW - Added the ability to post Respondent mailing data to an Outlook Contact data base to generate labels for direct mail.

NEW - Added a direct connection to the VERSION list so that users can directly connect to this page from the ABOUT option at the Main Menu.

NEW - Added the ability to back up both LT and Central data bases from the Main Menu.

NEW - Added the ability to change a survey "type" fromt he Main Menu.

NEW - Added the ability to locate/search Respondent files across multiple client organization.

NEW - Backup capability for Central Data Base and LT Data Files on the "File" Main Menu

NEW - Added a direct connection button so that users can access Internet slide presentations and video for a variety of topics.

NEW - Added a "search" capability to the Item Pool window to make it easier to locate a needed item.

NEW - Ability to add Survey Items.

NEW - Added a Secondary search capability to Best Practices Module that enables the user to search within a search.

NEW - Added the ability to categorize and duplicate surveys already in use so that reconstruction time is virtually eliminated. Users can now "trade" favoriate surveys within a network.

NEW - Development of two new survey "sub-classifications" that enable users to target survey or evaluation to a specific event while being able to continue that survey use for ALL EVENTS. The second dramatic improvement is the ability to use a single survey response to refine responses to individual items independently over time. We envision this to be a primary benefit in project management of respondent status changes.

NEW - Added the ability to code Best Practices to the RGB Preferences of the user so that the best options for successful implementation can be selected.

NEW - Developed an Auto-Fill routine that permits users to create a save the text for specific Event and Initiative fields.

NEW - As part of the Respondent Demographics options, users are now able to put a face with a name by automatically seeing a photograph of the respondent as well as an immediate RGB Composite for the individua. If desired, these mfeatures can also be printed as a "desk plate" for classroom use.

NEW - Addition of a Logistics checklist for Events so that planners can determine and track a variety of support requirements.

NEW - Dramatic improvemnt in the Multi-source (360 Degree) Feedback routines that enables the selection of both respondent and target.

IMPROVEMENT - Added a "target" to the Notes option so that an individual can be selection to whom the note applies - and thus sorted when needed.

NEW - Added a direct link to the Web for CapacityWare version information.

NEW - Developed a Report feature that allows the tracking of the same or similar survey items over time in a line graph that depicts improved or degraded response.

NEW - An individual "Transcript" that details all activity for any respondent is now available.

NEW - A "Processes" module has been established that will allow a full RGB examination of processes and tasks assigned to an individual.

NEW - Selected fields may be password protected by the user making the system more secure for personnel coaching activity.

NEW - Events may now be tagged with a specific EVENT PRIORITY as an attention protocol.

NEW - Activity Report posts the five upcoming and immediately past Events as a means of workload evaluation.

IMPROVEMENT - Event Report "Notes" are preceeded by a page break so that they user can easily withhold notes from report distribution.

CORRECTION - Decumentation Screen for "Notes" has been corrected to accommodate word wrap.

CORRECTION - A RTE in the Initiative Record printing routine has been corrected.

IMPROVEMENT - The length of the "Search" Field in the "Best Practices" search routine has lengthened to accommodate the visibility longer search strings.

IMPROVEMENT - Best Practice additions feature has been improved with an interim save routine.

NEW - A PROCESS module has been added that permits of variety of job analysis activities to accomplished easily - including the RGB MTT routines.

NEW - Ability to Link Items from different surveys and create a line graph to depict improvement or deline in reulsts.

NEW - Linked the ability to change Name and Address-Phone Number information on the Respondent Screen.

IMPROVEMENT - Added the Priorities Report so that Facilitation Teams and Change Agent managers can better prepare for and follow through after Events.

IMPROVEMENT - Added the link that makes it easy for users to determine if their version has the current features they want.

NEW - Added access protection to the Respondent Records from the Manin Menu.

IMPROVEMENT - Added an improved link between the Best Practice module and the Activity modules that enable better posting of suggestions to specific activities where a suggestion is available.

NEW - Added direct web access to the Event Design module from the Event and Initiative record screens.

IMPROVEMENT - Added an "auto-detector" to Demographics routine to detect and notify the used of duplicate entries before a run time error was presented.

NEW - The new "Converter" feature will enable users to convert the results from previous surveys to the 0 to 9 CapacityWare survey scale so that comparisons can be accurately made between previous data collections efforts and the current data set.

IMPROVEMENT - The e-mail module is completed that will allow users to link events with invitees, attendees, no-shows, facilitations teams, Client poc,s, and Initiative Sponsors (members of the management team).

NEW - Initial phase of e-mail connectivity enabled. This will allow users to engage e-mail solutions to Event Management activity.

NEW - Created auto-fill for Event Lineage and Data Source in Event Files to facilitate tracking improvements using web site resources. Some Autofill resources will also be resident in the program eventually.

IMPROVEMENT - Modified the menu labels to be move descriptive of functions.

NEW - Fully integrated routines that provide "event lineage" on the Event Record so that users can track the performance of events over time to determine effectiveness.

NEW - Fully integrated routines that provide a link to source "problems" being addressed by the event.

NEW - Routines that allow users to "link" Events to Initiatives so that performance improvements can be more easily tracked. This improvement also allows the system to better integrate with Balanced Scorecard software features.

IMPROVED - Attendance recording features that enable the user to identify individuals as members of teams and select the entire team for invitation or attendance at an event.

NEW - Allows the user to select a Pie Chart display option rather than the standard Bar Chart option when displaying individual survey item results.

NEW - "Visit" button to take users directly to the web site.

NEW - "Buy" button that takes users directly to the Amazon.com web site to purchase extracted books.

NEW - Filtering options for Band Structure.

NEW - Filtering system for survey and inventory "types."

IMPROVED - Event Module Notes storage capacity.

NEW - Installation options that eliminate faulty installation routines.

IMPROVED - Elimination of Respondent Demographics display on Multi-persons window.

NEW - Display of "True Mean" on the Bar Charts at users option.

Expanded the Loss Estimator capabilities to include Band percentages and Bands A-B-C percentage.

Improved "Show Comments" window to enable the selection of font size (to maintain privacy or use for display).

Improved accuracy of and display of "Cohesion Index" computation.

Filters respondents narrative by Advanced Demographic selections.

Improved configuration of EVENTPATH to allow for faster editing (Administrator function).

Initiated "Event Module" graphic reports.

Reconfigured "Search and Close" button on Multiple Screen to show on reduced area screens.

Added a "Question Number" indicator to the Survey Edit functions.

Improved the efficiency of "Suvey Creation" module to be more user friendly.

Improved "Event Module" responsiveness by adding direct "Go to" keys in the schedule function window.

Improved survey creation capabilites by linking UHS Element labels to the specific survey to which the labels pertain.

Improved functionality by updateing quantity "rounding" to a consistent formula (QWLI and Estimator).

Miscellaneous functionality improvement (Administrtor).

Improved data available in the headings and graphics of Bar Charts to incorporate "True Mean" calculations.

Improved the functionality of CORE survey creation so that specific surveys can be selected or deselected).

Improved the functionality of reports (Items by UHS Category and QWLI Summary).

1. RTE - 13 - Type Mismatch. When running an Activity Report with a "no-scale" Data Foundation item selected the program returns this error.

2. RTE - The first use of any new demographic boots you out of the system. After once used, all works fine.

3. ERRONEOUS - Print End Comments using the demographics filters already in place for in-line.

4. ERRONEOUS - Generate new client in New Event registration.

5. ERRONEOUS - In "Make New Event" client can't cancel the routine.

6. ERRONEOUS - Making New Event - doesn't check start and end date.

7. Cancelling when changing PATH because of activities.

8. Add the selection of demographics to the Item Lists for UHS Element views. Currently even when demographics are selected, the Item Views off the UHS depict the whoe organization, not the demographics selected.

1. "Select by Item" option is non-functional on the Best Practices Menu.

2. In "Planning Notes" put a File pull down with PRINT and SEND options. Send to call e-mail module.

3. Put a PRINTED date on the Event Report.and change "Event" to "Activity."

4. Create an installer's opportunity to enable/disable features upon installation.

5. Print numerics as a Report (what you see on screen in a report form) and Bar Chart display for BANDS (financial estimator).

6. Create a Periodic Event Activity Report (PEA Report) that graphs the numer of activities (filtered by ALL of specific DESCRIPTION) by MONTH over the period requested.

7. Name Change option from the LOGON Screen.

8. Survey Item (from the Main Item Pool) Report that give you the number of times the Item has been used, by whom (on what survey) and the array of scores it has received.

9. Central Data Base "Clearner" routine to strip all client information EXCEPT the client for which installation is being prepared.

10. The ability to document PROECESSES by eliminating the start-end date requirement for PROCESSES.

11. Team Selection Module need edit,delete, etc.

12. Add a way to manage demogrphics. Add all of the demographics page items to the top of the participation transcript.

13. Develop the full function of Event File Autofill.

14. Create a report for PUBLISHABLE RESULTS.

Items listed in the Improvement Cache are UNprioritized. Users may recommend additions or priorities within the improvement cache via e-mail.

IMPORTANT CAPABILITY DEVELOPMENT INITIATIVES:

1. Event Module - Include line graphics to visual display activity in significant areas.

2. Event Module - Add an automatic "timer" to account for "office activity" on a specific event.

3. Survey Module - Add links between Best Practice Module and Event Module.

4. Survey Module - Add "Item Tracking" line graph capability between surveys.

5. Event Module - Add "Automatic" fill for planning etc. based on "Event Type" selection.

6. Add "Consulting Firm Operations" Module.

7. Update Utility Program

8. RGB Analysis - Help file by clicking color.

9. Associates Module - will allow individuals to pick those whith whom they have a known relationship for comparison purposes.

Programmers

Mark -
James -
Robin -
Chris Fabreau - to August 2003
Chris Stephens - August 2003 to June 2004
Shawn Goetz - June 2004 to Present

Copyright 2003 Leadagement Technologies, Inc - All rights reserved. (757) 591-0807 Last update of format jjl - 3/27/2003.