Assurance What's New? - Releases

Release NameFeatures/ChangesFull Release Notes
February 2020 v280
  • Dashboards
  • Custom snapshots
  • New Snapshots
  • Importing Checklist Assignments
  • User History Report
  • Filter Reports by new meta fields
  • Approval Notifications - Reminders and Escalation
  • Stage Description
February 2020 v280 Release Note
October 2019 v270
  • Risk Dashboard
  • SMS Notifications
  • Customise Email Notifications
  • Send MergeDoc to a Public Link Submitter
  • Permanent Record for Initial Report
  • Zip a Register and Form
  • Confidential
  • History Reporting
  • Risk Gap Report
  • Task or Checklist Results Access Rights
  • Update and Replace Registers and Forms Approvers in Workflow
  • Entity Category Dependencies
  • Registers and Forms Stages Snapshot
  • Business Unit Manager - User Profile Access
October 2019 v270 Release Note
August 2019  v260
  • Conditional Workflow
  • User Profiles
  • Task Assignment Rights Change
  • Entity Categories
  • Risk Matrix Improvements
  • Transferring Ownership of Draft Registers and Forms
  • Copy Register and Form Improvements
  • Notification on Updates Task Results
  • PDF now option in Custom Notifications
  • Browser Tab to Include Registers and Forms Key and Title
  • Update Existing Entities and Contacts by Import
  • Attachment Uploader Now Holds Documents for 365 Days
  • Approval Status Filter
  • Configure Register and Forms Export to PDF
  • MerdgeDoc Long Text Field Formatting
  • Checklist Results History in Checklist Schedule & Status Report
August 2019 v260 Release Note
May 2019 v250
  • Import/Export Templates via JSON
  • Bulk Retiring/Un-retiring tasks and checklists
  • Filter UI change
  • Trend reporting
May 2019 v250 Release Note
February 2019 v240
  • UI Improvements
  • User Cards
  • Person Responsible Improved Search Functionality
  • Read Only Fields
  • Updated at Filter
  • Automatic Submit for Approval
  • Send Back to Submitter Expanded
  • Custom Notifications Improvements
  • Administration Improvements (bulk re-allocate on retire)
  • Responsibilities Email
  • Default Escalation Users
February 2019 v240 Full Release Note
October 2018 v230
  • Business Unit Manager
  • Register and Forms Waiting for Approval Snapshot
  • Register and Forms Waiting for Approval Report
  • Bulk Updating Registers and Forms
  • Avatars
  • Registers and Forms Notes Refreshed Look
  • Registers and Forms List View Headers Dock
  • Copy a Register and Form Entry from One Template to Another
  • Attachment Uploader
  • Ability to Add Comment when Submitting for Approval
  • New Report Settings (including borders and font size)
  • Report Improvements
  • New Field Types (hierarchy, instructions and email)
  • New Term Breakdown
  • Entity Popup UI Enhancement
  • Location Field Length 255
  • View Checklist Instructions in View Mode
  • Person Responsible is the Approver of a Reigster and Form Stage
  • Set Colours in Public Links
  • Review Details Now Hidden from Lite User
October 2018 v230 Full Release Note
August 2018 v220
  • View Changes
  • Draft Collaborations
  • Multiple Lite Users Per Entity
  • Locate Addresses on Google Maps
  • Retire Attachments
  • Changing Ownership of Custom Reports
  • User Interface Enhancement for Linked Registers and Forms
  • Management Console Upgrade (Internal only)
August 2018 v220 Full Release Note
April 2018 v210
  • New Reports Interface
  • Reports Categories
  • Charts and Report Summaries
  • Overdue Checklists Report
  • Overdue Tasks Report
  • Registers and Forms Notes Report
  • Draft Registers and Forms
  • Expanded Table View
  • Custom Repeats for Task and Checklist Assignments
  • Link Registers and Forms While Assigning Tasks and Checklists
  • Link Registers and Forms Individually Through Bulk Assignments
  • Ability to Increase Number of Results on List View
  • Notes Enhancements
  • Make History Full Screen
April 2018 v210 Full Release Note
September 2017 Release
  • Send back to Submitter
  • Setting minimum character lengths on short text fields
  • The ability to sort and filter attachments on a Folio
  • Attachments design refresh
  • Risk Task (Action) Results Report
  • Move a Register and Form back multiple stages in one go
  • Add questions from multiple checklists into one report
  • First view a Register and Form before you approve or reject
September 2017 Full Release Note
August 2017 Release
  • Note Enhancements
  • Preview and Resize Reports
  • Better options for sending Checklists back a stage
  • Ability to restrict a checklist from moving forward to the next review stage
August 2017 Full Release Note