The Training Option B database allows your agency to keep both databases (Production and Training Option B) on the same version of Bonterra. This makes it easier when testing and training as the databases are always on the same version.
Data in the Training Option B database will be a duplicate (de-identified) of your Production database (at the time of copy). This allows Workers to use real-life scenarios without accessing sensitive PHI information during testing and training.
To have your Production database updated to your Training B after each upgrade, please send a request to Penelope Support Team.
Your agency will have a choice of Training Option B or Training Option A.
When is it upgraded?
Training Option B database – Upgraded to the latest version of Penelope when it is released.
Production database – Upgraded at the same time as the Training Option B database.
What will be disabled on upgrade?
The following functionality will be disabled in Training Option B as a precaution to allow for testing and training use:
External Communications (SMS, Client Delivery and Worker Delivery)
MS Exchange
Action Triggers
ORS/SRS
Credit Card
DSS
ClientConnect and Engage
General Ledger
Attachments
What happens when the database is upgraded?
After your Training Option B database has been upgraded to a new version of Penelope:
PHI data will be de-identified
Any items in the communications queue (client and external) will be cleared
MS Exchange queue and error queue will be cleared
Action Trigger queue will be cleared
ORS/SRS credentials will be cleared
Credit card production credentials will be cleared
DSS production queue will be cleared and synchronization deactivated
ClientConnect notifications will be deactivated, all accounts and product keys deleted
Engage client communications and Workflows will be deactivated
Attachments removed
Agency logo removed
Billing documents logo removed
After an upgrade what features can be re-enabled?
External Communications
MS Exchange
Action Triggers
General Ledger
It should be noted that ClientConnect and Engage cannot be enabled on the Training Option B database.
Important Information
The following fields are unmasked on the SaaS Training Option B database:
Blue Book (Individual Type) – Available Services Comment Text Field
Agency Profile – General field
Worker User Defined Tab
EOB Description field
EOB Cheque No field
It is also highly recommended that a user’s permissions in the training database match their regular Penelope permissions. This is to avoid access to areas of Penelope that the Worker wouldn’t usually have access to (e.g. System Admin setup information, Worker profile information or even site restrictions etc).
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