Release Name | Features/Changes | Full Release Notes |
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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 2019Â 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 |