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Release Log
Dan Sargeant avatar
Written by Dan Sargeant
Updated over a week ago

12/12/2024

Fixed

  • Additional changed to fix error when attempting to add a quiz to a checklist

04/12/2024

Fixed

  • Attempt to fix error when attempting to add a quiz to a checklist

02/12/2024

Fixed

  • Missing quiz icon in search suggest list

  • Improved dashboard layout on mobile devices

01/12/2024

Added

  • Ability to add and run Quizzes

  • Add quizzes to checklist steps

  • Quiz automations

  • Quiz report

24/11/2024

Fixed

  • Performance improvement in supporting service

13/11/2024

Fixed

  • Flowchart not rendering under certain circumstances

03/11/2024

Added

  • Integration connectors - ability to add additional collaborators to instances

  • Integration connections - ability to start and instance using a collaborator role

24/10/2024

Fixed

  • Unable to edit automation triggered by user added

23/10/2024

Fixed

  • Only publish label changes during editing if changes result in at least one label

18/10/2024

Fixed

  • Account activation failure when attempting to subscribe when account is still in trial

10/10/2024

Fixed

  • Default table styles incorrect in table properties

08/10/2024

Added

  • Setting to allow weekly summary emails instead of daily.

01/10/2024

Fixed

  • Step filter - header is sometimes truncated.

  • Step filter - step filter selector and complete button not updating correctly when steps are revealed.

25/09/2024

Fixed

  • Data deletion process unable to delete checklist automation

18/09/2024

Fixed

  • Unable to switch trigger types after saving checklist automation

16/09/2024

Added

  • Checklist automations

Fixed

  • Checklist matrix failing to print under certain circumstances

12/09/2024

Fixed

  • Embedded media not properly duplicating

09/09/2024

Fixed

  • Activity page not rendering after switching security roles

28/08/2024

Fixed

  • Step filter not expanding when instance is completed

21/08/2024

Fixed

  • Card images can no longer be selected

30/07/2024

Fixed

  • Flowchart rendering improvements

18/07/2024

Fixed

  • Flowchart rendering improvements

04/07/2024

Fixed

  • Flowchart rendering improvements

28/06/2024

Fixed

  • Flowchart rendering improvements

26/06/2024

Fixed

  • Incorrect step numbers under certain circumstances

  • Incorrect table styles

25/06/2024

Fixed

  • Missing step borders under certain circumstances

24/06/2024

Added

  • Steps filter for hiding irrelevant steps

Updated

  • Remove superfluous time zone library

  • Update MSTeams app to use latest framework

  • Update Partner app to use latest framework

  • Redirect activation link to sign in page if company already activated

  • Rename decision point Inclusive/Exclusive to Multiple Select/Single Select

  • Rename Responsibilities to Assigned Roles

  • Marketplace is a single word

  • Show Install instead of Purchase when no cost involved

  • Rename Master Process to Master Checklist in search

  • Rename Procedure History to Version History

  • Rename Pending Review to In Review

  • Consistent casing in create your own carousel

  • Rename Tasks to Reminders

  • Rename Checklist Steps to Processes I'm In

  • Rename Activities to Responsibilities

  • New main menu icon

Fixed

  • Unhandled error in media embedding

  • Missing optional serialization to tidy internal payloads

  • Renaming a checklist instance title should not be possible after completion

19/06/2024

Fixed

  • Loading a saved search that uses a master checklist filter

18/06/2024

Fixed

  • Embedding media using relative links

25/05/2024

Fixed

  • Broken tab switching between checklist and flowchart

24/05/2024

Fixed

  • Hide status filter for read-only labels in synchronized accounts

  • Creating a new procedure in a synchronized account fails if default label is read-only

22/05/2024

Fixed

  • Scrolling issues for flowcharts on tablet and touchscreen devices

  • Swimlane headings not resetting when zoom is reset on flowcharts

  • Full screen issue for flowcharts on tablet and touchscreen devices

  • Pinch to zoom for flowcharts on tablet and touchscreen devices

  • Checklist content is not sized correctly in full screen mode

17/05/2024

Fixed

  • Serialization issue causing error on instance search

  • Update MS Teams domain for upstream change

15/05/2024

Fixed

  • Flow chart rendering issues

13/05/2024

Fixed

  • Instance search showing incorrect due status

08/05/2024

Fixed

  • Flow chart rendering - arrow positions and edge corners

05/05/2024

Added

  • Instant flow charts (limited access beta release)

Updated

  • Migrated serialization library for improved throughput

  • Added pwned password check to disallow passwords that appear in breaches

  • Improved auto-linking

Fixed

  • Changing decision point type does not trigger autosave

29/03/2024

Fixed

  • Editor migration improvements

20/03/2024

Fixed

  • Editor migration improvements

14/03/2024

Fixed

  • Center truncate long link text during print to avoid layout issues

07/03/2024

Fixed

  • Incorrect comment count on activity page

19/02/2024

Fixed

  • Full screen issue with legacy editor

12/02/2024

Fixed

  • Instance report title limit incorrectly validated

05/02/2024

Fixed

  • Default to open links in new window in new editor

28/01/2024

Fixed

  • Editor migration improvements

13/01/2024

Fixed

  • Image print failure under certain conditions

10/01/2024

Fixed

  • Increase spacing for acceptance footer on mobile devices

  • Issue with billing addresses without a state

04/01/2024

Fixed

  • Elevated errors in supporting service

30/12/2023

Fixed

  • Various due date anomalies

20/12/2023

Fixed

  • Editing issue when using ordered lists in decision point instructions

14/12/2023

Fixed

  • Failure to auto provision with IDP initiated sign-in

05/12/2023

Fixed

  • Trial extension tooling update to ensure forward-only extensions

23/11/2023

Fixed

  • Missing responsive table wrapper on procedures using the latest editor

20/11/2023

Updated

  • Administrators can now add collaborators to checklists without being a collaborator themselves

  • Procedure type displayed on marketplace procedure cards

Fixed

  • Consistent error messages when uploading images

  • Selected acceptance not retained when switching between criteria pages

  • Minor database structure updates

15/11/2023

Fixed

  • Ensure criteria edit events id generation is in chronological order

13/11/2023

Fixed

  • Images in printed procedures are distorted

10/11/2023

Fixed

  • Exclude decision point condition assignments when duplicating steps

05/11/2023

Added

  • Ability to insert checklist steps at any position

  • Ability to duplicate a checklist step

  • Ability to move multiple steps at once

Updated

  • Missing tooltip on home button

  • Updated logo validation message

Fixed

  • Image zoom not correctly initialised in checklist content

20/10/2023

Fixed

  • Large images not correctly contained within pdfs

18/10/2023

Fixed

  • Fix for marketplace purchasing

  • Large images not correctly contained within document borders

  • Migration issue for iframes nested in other elements

  • Automatic migration for YouTube no-cookie URLs

10/10/2023

Fixed

  • Unable to publish a procedure edit under certain conditions

  • Sanitation of iframes not working under certain conditions

08/10/2023

Updated

  • Update to marketplace structure for new content

  • Improved sanitation of user generated content

Fixed

  • Missing linked procedure message not displaying correctly when running checklist

  • Reduce cache calls per request

  • Reduce dashboard chattiness

  • Step content type buttons not re-enabling

  • Unable to duplicate a restricted procedure unless administrator

04/10/2023

Fixed

  • Enforce maximum length of instance report title

  • Cancel any pending review invitations when an edit is deleted before they are delivered

24/09/2023

Fixed

  • Reduce cache value sizes

22/09/2023

Fixed

  • Security remediation

17/09/2023

Added

  • Migration process for new edit toolbar

  • Table of contents generator in edit toolbar

  • Automatic system for abandoning checklists when a procedure is deleted or retired

Fixed

  • Ensure text box is focused when selecting to add own content

  • Printing an empty org chart

  • Unable to repeat adding a role after cancelling template selection

06/09/2023

Fixed

  • Automated collaborator system not checking for deleted status

04/09/2023

Fixed

  • Support Dropbox Capture as an embedding source

21/08/2023

Added

  • New edit toolbar

Updated

  • Improved printing color and layout

  • Improved relative link detection

  • Improved 2FA status in user list

  • Support 2x logo sizes for hi-res screens

  • Updated onboarding questions

Fixed

  • Remove all leading and trailing spaces when adding and editing users

17/08/2023

Fixed

  • Incorrect background image size used on external pages

27/07/2023

Fixed

  • Procedure cards not being correctly copied during duplication

02/07/2023

Added

  • Way We Do AI Writer for checklists and role descriptions

Updated

  • Registration page update

Fixed

  • Missing date in history page under certain conditions

  • Stop restoring a previous version when an edit is in progress

07/06/2023

Fixed

  • Non business email request error under certain conditions

06/06/2023

Fixed

  • Show condition modal hanging under certain conditions

05/06/2023

Fixed

  • Minor fixes for AI

  • Exception occurring due to transaction boundary change

04/06/2023

Added

  • Way We Do AI writer

Updated

  • MSTeams browser support updated

  • Improved transaction boundaries

Fixed

  • Cancelling a comment does not undo changes

  • Incorrect T&C link in some emails

  • Consistent look of media embedded in printed role descriptions

19/05/2023

Fixed

  • Error during overnight payment service if payment provider migration is partly completed

15/05/2023

Updated

  • Migration to single payment provider

  • New billing area layout

  • Improved registration complete page

  • Improved subscription required page

Fixed

  • Missing tooltip on sign-off step

  • Incorrect link in payment failure email

11/05/2023

Fixed

  • Scheduled instances missing from API search results under certain conditions

10/05/2023

Fixed

  • Incorrect default filename when printing an edit

05/05/2023

Fixed

  • Acceptance requirement mismatch between dashboard and procedure after scheduled publish

27/04/2023

Fixed

  • Error when attempting to publish a label that was added and deleted during an edit

21/04/2023

Fixed

  • Team member report load more buttons not displaying

09/04/2023

Added

  • Team member report

  • Checklist start URL generator

  • Activity title configuration

Updated

  • Move abandon to checklist instance close button

  • Fall back redirect to edit if attempting to view never published procedure

Fixed

  • Sign-off still appearing on dashboard when user removed from role

  • Typo in user invitation email

  • Error when switching checklist steps after commenting in certain circumstances

31/03/2023

Fixed

  • Collaborator search not returning all roles

16/03/2023

Fixed

  • Display issue with template selector for company roles

07/03/2023

Fixed

  • Sort order not updated in advanced search when procedure card updated

05/03/2023

Added

  • Home pages for application sections

  • New system default templates

  • Alert bar messages for edit status

  • Due date indicators on dashboard

  • Publish date and modified date added to search filters

  • Authenticator app two factor authentication

  • Timed account lockout after too many tries

Updated

  • Push navigation refresh

  • Dropped support for Internet Explorer

  • Market place refresh

01/03/2023

Fixed

  • Checklist due date calculation stalled on decision point

14/02/2023

Updated

  • Expired credit card check optimization

Fixed

  • Date picker not instantiated correctly

  • Credit card image links broken

  • Update credit card link broken

09/02/2023

Fixed

  • Local credit card expiry date checking

08/02/2023

Fixed

  • Incorrect revision used in checklist matrix

  • Expired trials not considered inactive in partner portal

06/02/2023

Added

  • Checklist matrix report

  • Non-email login

  • Conversion to push state to remove hash-bang URLs

  • Display assigned roles in My Details page

  • Automatically save comments if navigated away before submitting

Updated

  • Update to latest framework

  • Conversion to latest Google client oauth library

Fixed

  • Limit max lines in org chart nodes

23/01/2023

Fixed

  • Due data not included in search payload

16/01/2023

Fixed

  • Deleted roles can cause incorrect acceptance requirement

30/11/2022

Fixed

  • Error when viewing acceptance reports for pre-2020 acceptances

23/11/2022

Fixed

  • Simulation error for steps with due dates

21/11/2022

Added

  • Ability to schedule procedure publishing to a future date (optional feature)

Updated

  • Due date calculations persisted

Fixed

  • Automatic steps causing checklists to appear on dashboard

  • Exception after search reload

04/11/2022

Fixed

  • Criteria change history in incorrect order

  • Label removals not occurring for never-published procedures

  • Deadlock when publishing label changes

02/11/2022

Fixed

  • Error in events when editing attachments

19/10/2022

Fixed

  • Edit criteria error under certain circumstances

01/09/2022

Fixed

  • Unable to select decision point correctly

30/08/2022

Fixed

  • Reacceptance requirement when publishing not considering acceptance changes during edit

18/08/2022

Fixed

  • Deleted users appearing in schedule settings

  • Automatic steps not triggering all events when completed

16/08/2022

Fixed

  • Print button no longer enabled in edits

  • Incorrect breadcrumb title for never-published procedures

14/08/2022

Added

  • Ability to edit criteria before publishing

  • Automatic refresh of instances on dashboard

Updated

  • Improved breadcrumb trail for procedure edits

  • Decision points set to exclusive by default

  • Additional confirmation in procedure delete dialog

  • Improved customer information for targeted assistance

28/07/2022

Fixed

  • Changing acceptance type should reset acceptance revision

22/07/2022

Fixed

  • Delay not editable when configured to be so

19/07/2022

Fixed

  • Duplicate editor created on double click

13/07/2022

Fixed

  • Nightly process timeout

08/07/2022

Fixed

  • Delay step dependencies not correctly displayed

03/07/2022

Added

  • Infrastructure additions for future releases

Fixed

  • Webhook threading issue

Updated

  • Performance improvements for event handlers

01/07/2022

Fixed

  • Deleted comments still visible

24/06/2022

Fixed

  • Do not allow deletion of role if assigned to approval.

  • Incorrect spacing in editor under certain conditions

20/06/2022

Fixed

  • Partner statistics not generating correctly under certain conditions

06/06/2022

Fixed

  • Workday calculator not setting value

03/06/2022

Fixed

  • MSTeams: Incorrect links in search result

27/05/2022

Fixed

  • Simulations: only one option saved when using Inclusive decision point type

23/05/2022

Added

  • Simulate running a checklist before publishing

  • Setting to enable approval reports for non-admin users

  • Setting to make publish information optional

Updated

  • Replace usage of deprecated browser feature document.domain

  • Improved instructions for embedding media

  • Remove acceptance downloading when printing is disabled

  • Change default checklist activity filter

  • Reply address on daily email

Fixed

  • Approvals failing to save after role deleted

  • Unexpected scrolling whilst editing large checklist

  • Text overlapping in condition list

  • Edit toolbar not remaining static in full-screen mode

  • Images not visible in role descriptions for non-admin users

  • Scrollbar disappearing in full-screen mode when completing decision point

21/04/2022

Fixed

  • Collaborator picker not showing pre-selected items

  • Incorrect step numbers in daily email

13/04/2022

Fixed

  • Due date editing switch not initializing correctly

03/04/2022

Updated

  • Change support system

18/03/2022

Updated

  • Improved load performance on very large checklists

14/03/2022

Updated

  • Unified search and select dialog

  • Added search to decision point condition selection

  • Added step numbers and headings to decision point condition selection

  • Added assign count to decision point condition selection

Fixed

  • Fix comment buttons being covered by help button in full screen mode

  • Fix unable to select heading in decision point condition selection

  • Unable to select depends on step

21/02/2022

Added

  • Checklist schedule report

Updated

  • Automatically truncate extra-long links

  • Improved task schedule report

  • Use consistent search control for marketplace

Fixed

  • Updating due date when starting checklist should not create two edits

  • Incorrect due estimations on checklist instance report

  • Remove label editing link for standard users

  • Tasks list not hiding buttons when read only

13/02/2022

Fixed

  • Cannot delete previously edited comments

10/02/2022

Fixed

  • Error when using certain characters in acceptance matrix

01/02/2022

Fixed

  • Missing items in procedure register by label report

31/01/2022

Fixed

  • Role restrictions too restrictive on report section

27/01/2022

Fixed

  • Incorrect due status in search results

  • Incorrect result from due date calculator when confirmed date available.

26/01/2022

Fixed

  • Review history report missing never-published procedures.

23/01/2022

Fixed

  • Use edit committed date instead of edit created date.

30/12/2021

Fixed

  • Additional issue with comments disappearing after checking a step

24/12/2021

Fixed

  • Comments disappear after checking a step

22/12/2021

Updated

  • Security improvement (visibility) for unauthorized resources

21/12/2021

Fixed

  • Creating a procedure without a template causes error

20/12/2021

Added

  • Duplicate procedures and checklists

  • Create a template from a checklist

Updated

  • Framework upgrade

  • Favicon update

  • Cache serialization method improved

14/12/2021

Fixed

  • Titles no longer being truncated in search results

  • Error when deselecting work hours country

  • Sort order of work hours country

13/12/2021

Added

  • Due dates and times

  • Work hours (for due dates and times)

02/12/2021

Fixed

  • Remove invalid show conditions from version when editing or restoring a procedure

30/11/2021

Fixed

  • Deleting conditions in decision points do not remove show conditions of steps

01/11/2021

Fixed

  • Pasting an image from Word causes application to hang

18/10/2021

Added

  • Consolidated daily email

  • Use WYSIWYG editor for decision point explanation

  • Default to open in new window when adding links

Updated

  • Email template branding updated

  • Partner account can only use credit in the market place

  • Increased image upload limit

Fixed

  • Incorrectly styled load more buttons in partner site

  • Incorrect count on collaborator roles selection

01/09/2021

Fixed

  • Unable to check others steps after attempting to check an unauthorized step

  • Search data not updated when checklists retired

23/08/2021

Fixed

  • Update to partner statistic calculation

16/08/2021

Added

  • Acceptance matrix report

Updated

  • Disable toolbar when viewing activity tab on checklist

  • Additional tokens for schedule titles

  • Ability to offset the date in schedule titles

  • Bypass invite attempt when adding yourself for supervisor sign-off

Fixed

  • Minor security improvements

  • Bubble editor hiding items incorrectly

  • Search event adjustment to reduce unneeded indexing attempts

  • Time zone not automatically selected when adding a user

10/08/2021

Fixed

  • Collaborator name missing on search results

06/07/2021

Fixed

  • Decision point step changes may not save if switching steps quickly

05/07/2021

Added

  • Ability to accept processes as well as policies

Updated

  • Breadcrumb home link now takes you to dashboard

  • Re-acceptance warning now appears as modal

  • New getting started content with checklist instances

Fixed

  • Error in review history report when procedure is retired

30/06/2021

Added

  • Setting to disable collaborator invite emails being sent.

15/06/2021

Fixed

  • Improved retry method for emailing when service limit reached

  • Edge case in scheduling system

04/06/2021

Fixed

  • Search results containing instances from deleted procedures

02/06/2021

Fixed

  • Incorrect field used for procedure edit card title in search

  • Supress not found responses due to event order when indexing documents

31/05/2021

Added

  • Advanced search

Updated

  • MsTeams search to use advanced search

  • Added publish date and version number to acceptance reports

  • Improved print footers to clearly display version number and publish or edit dates

Fixed

  • Printing org chart issue with superfluous spaces in user names

21/05/2021

Fixed

  • Acceptance summary by user report timeout for large number of users

08/04/2021

Fixed

  • Chrome browser performance issue due to transitions on dropdown selectors

24/03/2021

Fixed

  • Label editing regression issue due to previous release

21/03/2021

Added

  • Editing of checklist instance titles after starting

  • Ability to add an end date to scheduled tasks and scheduled checklists

  • Editing of previous comments

  • Zoom images within comments

  • Ability to paste images into comments

  • Decision point choices available in integration webhooks and API

Updated

  • Added submit to decision point to ensure single complete event

  • Display completion date and person on decision points

  • Improved comments layout

14/03/2021

Added

  • New pricing plans and plan structure

  • Limit registration to business emails only

  • Approval for non-business registration email

  • Update accounting API authentication to OAuth2.0

Fixed

  • Partner sign out state reset

12/03/2021

Updated

  • Improved exception logging for supporting services

01/02/2021

Fixed

  • Links to procedure edits incorrect from procedure registry report

22/01/2021

Fixed

  • Step title length not enforced in UI

13/01/2021

Fixed

  • Error when printing a procedure edit

12/01/2021

Fixed

  • Duration missing on checklist instance activity report details

11/01/2021

Fixed

  • Error when generating transaction receipts

10/01/2021

Added

  • Additional solutions question in onboarding wizard

13/12/2020

Added

  • Portfolios, approval limits and reporting

  • Htmlify comments in checklist instances

Updated

  • Consolidation of design of some modal windows for consistency

03/11/2020

Fixed

  • Sanitize pdf print filenames for invalid characters

29/09/2020

Fixed

  • Dependency regression issue causing server lock-up under certain conditions

25/09/2020

Fixed

  • Invited (not active) users appearing in supervisor sign-off selection

14/09/2020

Fixed

  • Missing transformation of print manual standard procedure images

10/09/2020

Fixed

  • Minor UI issues when editing decision point conditions

09/09/2020

Fixed

  • Automatic abandoning of checklist instance when procedure is retired

27/08/2020

Updated

  • MS Teams update for Microsoft mobile application requirements

16/08/2020

Added

  • Connector trigger for when a step is completed

  • Additional fields for connector triggers

  • Company setting for disabling copying to clipboard

Updated

  • Update to connector name on Microsoft Power Automate

  • Update connectors to latest requirements for Zapier/Automate

  • Sort order for connector results

27/07/2020

Added

  • Ability to print instructions with checklist

  • Shortcut key for strikethrough in editor

  • IDP Initiated single sign in support

Updated

  • Improved anti forgery cookie security

  • HSTS header to include subdomains

  • Redirect to latest published version if edit no longer exits

  • Retiring a procedure can no longer occur unless any existing edits are first published or deleted

18/07/2020

Fixed

  • Review summary daily email not linking to correct place

17/07/2020

Fixed

  • Review summary daily email not being sent

15/07/2020

Fixed

  • Procedure register not producing export for edit statuses

  • Dashboard statistics not as expected

14/07/2020

Fixed

  • Incorrect sort order when viewing procedure cards under edit

09/07/2020

Fixed

  • Error when deleting procedure

07/07/2020

Fixed

  • Editor restriction setting no longer working as expected

06/07/2020

Fixed

  • Existing linked procedures that are draft could not be changed

  • Add a message when viewing a linking procedure that is not published

  • Checklist progress bar alignment

  • Selected color not displayed when editing card

05/07/2020

Added

  • New publishing workflow

  • Separate edits from published versions

  • Version numbering

Updated

  • Updated procedure status filter button to improve usability

  • Move retiring a procedure to be an option when deleting

  • Auto save indicator improvements

  • Basic users can only view published procedures

22/05/2020

Updated

  • Update to new Google Drive API with reduced permission requirements

14/04/2020

Updated

  • Move disabling of default browser printing to same settings as disabling print buttons

08/04/2020

Fixed

  • Cancel button on procedure card editing not working correctly

07/04/2020

Fixed

  • Date not displayed correctly in acceptance report

05/04/2020

Added

  • Setting to disable print buttons

  • Disable default browser printing

  • Automatically display images in checklist comments

  • Email template generator in editor link creation tool

03/04/2020

Fixed

  • Error when using forgotten password in management platform

02/04/2020

Fixed

  • Incorrect checklist step numbers

01/04/2020

Fixed

  • Missing comment indicators

31/03/2020

Fixed

  • Unable to navigate to procedures from search page

30/03/2020

Added

  • Automatically rotate images with EXIF data.

  • Resize very large checklist instance comment images

  • Automatically open a checklist instance when run

  • Option to automatically display checklist in fullscreen

  • Feature hint for checklist run button

  • Added run button to procedure cards

  • Updated copy and added help to checklist run page

Updated

  • Improved resilience during infrastructure outage

13/03/2020

Fixed

  • Payment due date creep under certain conditions

09/03/2020

Fixed

  • Error when deleting a user that has certain settings

16/02/2020

Added

  • Edit history navigation and changes highlighting.

  • Restoring previous version of procedure/checklist.

  • Procedure short link support.

  • 'Copy to clipboard' link on procedure for easy short link access.

  • Reset procedure card titles from custom to automatic by setting to blank.

  • Pasting a Loom link embeds video

Updated

  • Framework upgrade for server-less functions

  • Offline service conversion to native worker services

  • Improved disposable email detection

  • Change suburb to an optional field for better support of international addresses

  • Improved integration API error messages

  • Improved incorrect password indication on procedure acceptance form

  • Improved telephone controls in company details and billing forms

  • Improved tool tip text on side toolbar

  • Improved button text on trial toolbar

  • Updated company name on invoice footer

06/02/2020

Fixed

  • Over-strict validation when adding a comment via MS Flow / Zapier

30/01/2020

Fixed

  • Image clipboard detection update for Chrome to properly detect pasted images

12/01/2020

Added

  • New on-boarding experience

Updated

  • Framework upgrade

  • Minor registration page changes

  • Menu reorder in reports section

  • New industry list

  • Country detection database updated

Fixed

  • Typo on restriction page

  • Full emoji support

  • Incorrect duration in checklist report under certain circumstances

  • Ensure orphaned decision point conditions are removed

26/11/2019

Fixed

  • Incorrect redirect during forgotten password.

  • Typo on login screen

Updated

  • Changes for upcoming chrome browser cookie policy

  • Fallback for cookie policy in older browsers

25/11/2019

Fixed

  • Exception in API when logging

24/11/2019

Updated

  • Framework upgrade

18/11/2019

Fixed

  • Improved duration calculation for instance report

17/11/2019

Added

  • Checklist instance report

03/11/2019

Updated

  • All emailing delivery combined and moved to offline function, removing request delays.

28/10/2019

Added

  • Just-in-time collaborator invites

  • Checklist start screen with automatic population of collaborators where possible

11/10/2019

Fixed

  • Management site visualisation now distinguishes between user and system-only activity.

25/09/2019

Fixed

  • Management site fixes for statistics

23/09/2019

Added

  • Partner and multi-location management site.

  • Deployment of procedures across multiple accounts via copy or synchronisation

17/09/2019

Fixed

  • Incorrect due checklists occasionally shown in dashboard and daily email

21/08/2019

Updated

  • Display re-acceptance notice and dialog for period acceptance types

24/07/2019

Updated

  • Improved connection resilience on Azure

30/06/2019

Fixed

  • Improve print manual execution order to avoid message timeout

  • Remove AWS migration artifacts

25/06/2019

Fixed

  • Custom font sizes not reproduced in PDF of procedure.

23/06/2019

Updated

  • Migrate infrastructure to Azure

12/06/2019

Updated

  • Include ID in procedure register CSV download.

06/06/2019

Fixed

  • Activity report issue with quotes in condition titles

31/05/2019

Fixed

  • Ensure empty subscribe form when not authenticated

23/05/2019

Added

  • Book a meeting button on trial info bar

Updated

  • Improved analytics logging

10/05/2019

Fixed

  • Assigned steps on decision point conditions not appearing on first selection

03/05/2019

Fixed

  • Missing items in task schedule report for restricted procedures.

01/05/2019

Fixed

  • Modal window deadlock under certain conditions

09/04/2019

Fixed

  • Items disappearing from checklist instance list when resorting

  • Safari issue with redirecting and cookie policy.

01/04/2019

Updated

  • Limit number of items included in daily emails.

  • Improved logging for acceptance failure.

26/02/2019

Fixed

  • Incorrect spacing in procedures.

20/02/2019

Fixed

  • Rate limiting settings on API too strict

04/02/2019

Fixed

  • Re-acceptance check broken in previous hotfix.

31/01/2019

Fixed

  • Single sign-on not working correctly for latest Safari browser on Mac, iPhone and iPad.

24/01/2019

Fixed

  • Integration api - removal of superfluous properties.

  • Integration api - ensure consistent endpoints.

  • Integration api - remove ping-back facility as it is unneeded.

21/01/2019

Added

  • Setting to disable the ability of editors to edit company roles.

08/01/2019

Fixed

  • Review history report not displaying correctly.

  • Missing Id property in webhook.

  • Checklist activity should include all users, including those that have been removed.

  • Return to the activity list page after abandoning a checklist.

15/12/2018

Fixed

  • Re-install button not working correctly in market place.

  • Re-acceptance checking not working as expected.

09/12/2018

Added

  • Ability to include procedure titles in the table of contents when printing selected labels to pdf.

02/12/2018

Added

  • Setting to restrict an account by ip address.

14/11/2018

Fixed

  • System user on scheduled checklist causing some webhooks not to fire.

11/11/2018

Added

  • Allow push menu for manual to be accessed from the dashboard.

Updated

  • Editor restriction setting should only be applied when procedure is published or retired.

  • Skip resume on checklists to avoid addition click.

  • Show custom message when permission is denied when attempting to edit a procedure.

Fixed

  • Minor client side errors.

07/11/2018

Fixed

  • Webhooks not firing for all cases.

04/11/2018

Added

  • Company setting to restrict editors to have edit rights to only procedures they created.

  • Ability to choose a background color to procedure cards.

Updated

  • Include checklist schedule count in the procedure card task icon

  • Exclude approved reviews from the 'Procedures I'm Review' dashboard statistic

24/10/2018

Fixed

  • Updating user's security role could cause endless loop if they were using the system at the time

  • Authentication is renewed when email address is changed

  • Editing issues on checklists due to package update.

22/10/2018

Added

  • Ability to add decision points to checklists.

  • Company setting for default procedure status.

  • Ability to include a table of contents when printing individual labels

Updated

  • Ability to right-click on procedure cards to open them in a new tab.

Fixed

  • Specific search string causing error

  • Editor incorrectly replacing paragraphs, causing layout issues.

10/10/2018

Updated

  • Switch to provide full debug logging of SSO requests to aid client troubleshooting.

19/09/2018

Fixed

  • Unable to upload new procedure card image after recent update.

16/09/2018

Updated

  • Improvement in account removal, if requested.

07/09/2018

Fixed

  • Error due to incorrect relative URL in client.

06/09/2018

Fixed

  • Expired credit cards not reporting correctly after recent update.

  • Single sign on information not saving correctly after recent update.

03/09/2018

Fixed

  • Stop email address being passed in query string when signing up from new marketing site. Eliminated possibility of information leak.

02/09/2018

Fixed

  • Modal window button text incorrectly displaying.

  • Error uploading files on checklist comments.

  • Checklist schedule can create two checklists.

29/08/2018

Added

  • View the full list of users assigned to a company role when viewing the role description.

28/08/2018

Updated

  • Hyphens within search terms when search for procedures are now ignored. The use of the NOT (minus) operator is still honoured.

26/08/2018

Added

  • Ability to add roles as collaborators of checklist

  • Ability to add multiple collaborators at once

  • Ability to schedule the running of checklists with specified collaborators

Fixed

  • Drag and drop not working on touch screen devices

  • Some dates/numbers being converted to links in MS Edge

07/08/2018

Updated

  • Improved defence against the use of disposable and spam email addresses

01/08/2018

Updated

  • Added a load more button to card image selection dialog so that images are not loaded all at once, causing database connection spike.

31/07/2018

Fixed

  • Incorrect logic causing acceptance report not to display annual acceptance count

  • Performance improvement to background maintenance task

29/07/2018

Added

  • Prompt to invite supervisor when checklist completed

  • Include checklists that are awaiting a supervisor invite to be sent on the dashboard

  • Include checklists that are awaiting a supervisor invite to be sent in the daily email

  • Bypass supervisor selection if only one supervisor exists

Updated

  • Increase maximum comment size and display limit in placeholder

  • Close button on checklist instance now returns to activity list

  • Automatically add supervisor role to list of checklist roles responsible

Fixed

  • Superfluous HTML generated in editor causing formatting to disappear.

09/07/2018

Fixed

  • Error when generating pdfs.

08/07/2018

Added

  • Ability to add heading steps to checklists

Fixed

  • Pending review approvals should ignore inactive or deleted users.

22/06/2018

Fixed

  • Cookie security policy causing email token links to fail when redirected from some email clients

07/06/2018

Fixed

  • Unable to view dashboard in IE11

  • Checklist content not exiting read-only mode (comments not displaying) when clicking the resume button

03/06/2018

Added

  • Information message to inform editor that a procedure may require re-acceptance if they change it

  • Ability to skip re-acceptance when making changes to a procedure

25/05/2018

Fixed

  • Scrolling whilst dragging steps when in full screen mode not working as it should

22/05/2018

Fixed

  • Unable to delete checklist step.

  • Task validation including incomplete and unsaved tasks to give incorrect result.

  • Checklist step content not saving under certain circumstances.

  • Various issues in IE11 caused by browser aggressively caching AJAX calls.

  • Supervisor sign off changes not saving under certain circumstances.

21/05/2018

Fixed

  • Ensure page is scrolled to the top before opening full screen mode to avoid rendering issues.

20/05/2018

Added

  • Full-screen mode for checklist to allow independent scrolling of steps and content

Updated

  • Change back to use memcached for data caching as Redis caused too many timeouts. Using custom memcached client to properly support current framework.

Fixed

  • Display new lines correctly in checklist purpose/instructions

  • Magnifying glass icon displayed when the search select screen is loading

07/05/2018

Added

  • Microsoft Teams Tab app for Way We Do

Updated

  • Move to use Redis for data caching to be more compatible with current framework

  • Improved javascript build process

  • Change testing framework for javascript

Fixed

  • Better wording during registration for instructions to check email

  • Duplicate entries in checklist activity

  • Removed autocomplete on all password fields

  • Query causing compatibility issue with redis

  • Typo on single sign on configuration page

22/04/2018

Fixed

  • Incorrect logic for feature hint on review toolbar.

18/04/2018

Fixed

  • Invalid setting causing join emails to stop being sent

  • Update to ip-country data

  • Improved logging details

12/04/2018

Fixed

  • Last role in org chart could be removed, which should not be able to happen.

  • Improved validation around company roles to prevent the last role being deleted.

  • Feature hint on review toolbar not correctly saving to local storage.

01/04/2018

Added

  • Ability to pin checklist instances to the top of the dashboard lists for long running instances.

  • Ability to search checklist instances from 'view all' section of dashboard.

  • Ability to sort checklist instances from 'view all' section of dashboard.

  • Central encrypted storage of data protection keys to avoid unnecessary signing out when server restarts.

Fixed

  • Incorrect label selected when linking to a procedure

26/03/2018

Added

  • Single Sign On using SAML 2.0

  • Automatic provisioning of users when using SSO

Updated

  • Major update to development platform for improved performance, security and future proofing

  • Additional XSRF prevention

  • Change to template list text

  • Improved acceptance sign off with handling for when passwords are not used.

  • Change to user invitation when passwords are not used.

  • Improved sign in layout.

Fixed

  • Org chart tooltip cut off in certain circumstances

  • Threading issue in second level cache

01/03/2018

Fixed

  • Eliminate duplicates in checklists reminder emails.

09/02/2018

Fixed

  • Incorrect progress bar length on dashboard.

04/02/2018

Added

  • Integration API for use with Zapier and Microsoft Flow.

  • Distributed cache that is shared between services.

05/11/2017

Fixed

  • Issue where timezone was not determined correctly during registration.

08/10/2017

Updated

  • Migrate SQL database to Aurora managed database service for improved availability and performance.

  • Converted database to be fully encryption-at-rest.

  • Encrypted all files in document storage.

  • Ensure all uploaded files are encrypted.

  • Enforce SSL encryption for all connection strings.

26/09/2017

Fixed

  • Database session factory not properly running as a singleton, causing edge case issue.

24/09/2017

Fixed

  • Auto-save module compatibility issue with IE11.

21/09/2017

Updated

  • Re-written auto-save module to improve recovery of auto save when computer enters sleep mode or errors occur during save.

  • Improved display when auto saving.

  • Changed dashboard page wording.

07/09/2017

Fixed

  • Additional security headers in requests. To meet best practice.

  • Improved password policy handling when updating password from the My Details section.

06/09/2017

Fixed

  • Ensure printing specific labels in print manual renders in the labels order rather than alphabetically.

  • Support display of carriage returns in comments.

  • Support the use of the alt and shift key to add carriage returns in comments.

  • Improve auto-sizing of comments area when typing.

  • Minor server-side validation improvements.

27/08/2017

Fixed

  • Case sensitivity of email address when resetting a lost password.

  • Org chart was not rendered in the same order when printing as it was on screen.

  • Various style updates for consistency across application

24/08/2017

Fixed

  • Images were not rendered correctly under certain circumstances when printing procedures.

20/08/2017

Added

  • Ability to add multiple organization charts

Fixed

  • Optimization of acceptance report queries due to slow rendering times.

  • Improved match of procedure search with weightings for titles, limiting number of words used and improved stop words

13/08/2017

Added

  • Additional step when finishing a checklist with optional steps to ask if abandoning or completing.

Fixed

  • Ensure filtering and view mode of procedure list works when localstorage is unavailable.

  • Handle blob URLs when pasting images as this occurs under some circumstances on iOS and Safari.

  • Incorrectly reaching maximum user limit when deleting and immediately attempting to add users.

30/07/2017

Added

  • User dashboard

  • Enforce TLS1.2 for all external communication

  • FranConnect authentication integration

Fixed

  • Welcome video not showing for new users.

  • Organization chart not showing correctly in readonly mode

13/07/2017

Fixed

  • Incorrect URL escaping method causing occasional image not to appear correctly

  • Override image heights to ensure correct rendering on small devices

12/07/2017

Fixed

  • Sort order of labels when printing the manual

04/07/2017

Fixed

  • Scrolling issue when attempting to select users for review with many users.

  • Buttons not disabling correctly when saving procedures

14/06/2017

Fixed

  • Caching issue for procedure card images

  • Improvements for filenames for procedure card images

07/06/2017

Fixed

  • Error when search terms contained double dashes or double plus signs.

31/05/2017

Fixed

  • Tooltips sticking on organisation chart when scrolling

28/05/2017

Added

  • Ability to edit title and description of procedure cards.

  • Ability to upload background image for procedure cards.

Fixed

  • Ensure growl element is above all other elements, including modal windows.

  • Locate attachments for printing across all company attachments instead of only those attached to current procedure.

  • Display suitable error message when failing to load checklist content due to error or restricted access.

14/05/2017

Added

  • Ability to upload attachments to checklist comments using drag drop or via attachment button.

  • Support for One Drive when adding attachments to procedures.

  • Include table of contents when printing company manual for franchise compliance.

  • Quick links to navigate to any child labels when viewing a label that has no procedures assigned to it.

Changed

  • Improved contact email from partner application.

  • Order role description alphabetically when printing company manual.

Fixed

  • Ensure pre tags and other overflowing content displays correctly in checklist content.

  • Incorrect copyright dates on error pages.

01/05/2017

Changed

  • Change to improve maintenance for multi location accounts.

13/04/2017

Fixed

  • Revert package update in partner website due to conflict.

12/04/2017

Fixed

  • Disable concurrent execution of offline jobs to avoid conflicts during long execution.

05/04/2017

Fixed

  • Improve validation for checking repeated password in forgotten password form

02/04/2017

Added

  • Automatically convert URLs to links in checklist comments and review comments

  • Change color of arrow in checklist steps to indicate that a step has no content. For running checklists only.

  • Improvement in password requirements. Passwords must now be between 10-50 characters long, not belong to the top 100,000 most common passwords, a minimum of 6 unique characters and not be your name, email or the URL of the account.

Changed

  • Use ellipses in tooltips on dependent icon of checklist so that steps with long titles do not create tooltips that are too large.

Fixed

  • Error when using percentage or underscore in search terms

  • Error when attachments are uploaded that contain bidirectional control characters in the filename

  • Duplicate daily emails can no longer occur as there is now a check to see if it has already been sent. Cause of duplicates has also been found and fixed.

26/02/2017

Fixed

  • Editing toolbar - improve pasting of plain text to provide consistent experience across browsers.

  • Editing toolbar - Pasting issue in IE11 due to code refactor.

  • Editing toolbar - Avoid caret being left outside any element when deleting text in Firefox.

20/02/2017

Fixed

  • Improved checking for deleted user during sign in to avoid unexpected redirect experience.

14/02/2017

Added

  • Daily email reminder for checklist steps that require completion.

  • Pending review invitation emails are now combined and sent every 30 minutes to reduce emails received when editing many procedures.

  • Custom background image now fades in once loaded instead of being able to see it load.

Changed

  • Performance improvements

Fixed

  • Deleting a label no longer resets the edit mode of the label editor.

  • Automatically remove spaces from chosen URL when creating an account to avoid confusion as why validation fails.

08/02/2017

Fixed

  • Issue in editing toolbar when indenting lists in Firefox

30/01/2017

Fixed

  • Issue in reporting due payments from annual subscribers.

  • Editing toolbar initialised too early to detect browser specific settings correctly.

20/01/2017

Fixed

  • Minor partner website issue under certain circumstances.

12/01/2017

Fixed

  • Company logo not updating due to CDN delivering old image.

11/01/2017

Fixed

  • Error in editing toolbar when elements are missing under certain circumstances.

21/12/2016

Fixed

  • Error when subscribing to a partner paid account.

18/12/2016

Added

  • Checklist Activity report

  • Display information about who checked an item and when in a checklist.

  • Offline token housekeeping process

  • Detect pasted image data and automatically convert to uploaded attachment for supported browsers. Process all existing procedures and move any embedded image data to attachments.

Changed

  • Moved long running process to offline task

  • Combine offline services

  • Increased detail on activity log when abandoning checklist

24/11/2016

Fixed

  • Click to view image missing from checklist content.

  • Procedure register error when viewing a previously removed editor.

  • Edge-case print manual service issue.

19/11/2016

Added

  • Ability to add additional company roles to checklists, allowing restricted access to those not assigned to checklist.

  • Allow editing of invited users.

Fixed

  • Missing load more button on checklist activity screen.

16/11/2016

Fixed

  • Fix some filenames not working with CDN.

13/11/2016

Added

  • Automatic resizing of large images for display in procedure.

  • Click image to view full size version.

  • Use CDN for delivery of uploaded content.

09/10/2016

Fixed

  • Fixes for minor issues introduced when updating libraries.

03/10/2016

Added

  • Procedure register report with CSV download

Changed

  • Improved transaction scope for requests

Fixed

  • Redirect payload being returned for unauthorised API requests

  • Issue when deleting checklists items that are dependant on each other

15/09/2016

Changed

  • Security improvements to internal systems

13/09/2016

Fixed

  • Edge case where relative URL was being used for an API call and causing an error

11/09/2016

Added

  • Change arrow position on push menu as this was causing confusion and/or usability issues

  • Disable procedure navigate toolbar buttons whilst editing to encourage the saving of changes before switching context

Changed

  • Improved auto-save reliability

  • Show resume edit dialog if needed on all save operations in checklists

  • Remove automatic deletion of new procedure/checklist when cancel is pressed. This was causing confusion for some users.

  • Less strict parameters for classing an edit as stale. This should stop the resume edit dialog appearing unnecessarily.

Fixed

  • Alignment issues in checklists on Firefox and Edge

09/09/2016

Fixed

  • Issue when Dropbox or Box have been blocked on the clients network

24/08/2016

Fixed

  • Issue when Dropbox or Box have been blocked on the clients network

22/08/2016

Added

  • Ability to print a checklist

Fixed

  • Unable to log in for the first time

  • Welcome video no longer showing

07/08/2016

Changed

  • Error logging improvements

01/08/2016

Fixed

  • Division by zero when checklist has no items

24/07/2016

Added

  • Session expiry message and restart if auto-save receives message that the edit lock has expired

Changed

  • Improved UX for adding checklist steps as per feedback

  • Minor style changes to better match checklist design

  • Improved method to determine if an error state is expected and should not be logged

  • Removal unneeded debug logging

Fixed

  • Unwanted spaces in org chart printing

  • Incorrect query for search and selecting procedures when user is not administrator

  • Defenses against minor edge case errors

17/07/2016

Added

  • Ability to create and run checklists

  • Server side auto-save when editing procedures

  • Edit locking when editing procedures

  • Resume uncommited edits from any user

  • Saving of every procedure edit as a new revision (server side only) in preparation for upcoming revision tracking feature.

Changed

  • Update fake email ban list

  • Update ip detection database

  • Ensure all links in sites to marketing website are https

  • Make consistent use of company title rather than the display name for emails and printing

  • Removed erroneous spaces from default role description

Fixed

  • Ignore leading and trailing spaces on email address when accepting procedures

  • Remove button when a print manual fails

  • Un-escaped search terms in urls causing navigation error

  • Ensure all database connections are correctly encoded to stop corruption of Chinese characters.

09/06/2016

Fixed

  • Typo in acceptance email summary

04/06/2016

Fixed

  • Load more button not working correctly when selecting users for review

02/06/2016

Fixed

  • Missing items in review summary email when the user has not yet viewed the review history

11/05/2016

Changed

  • Changed promo tools in partner website to add additional brochure and remove unused item

10/04/2016

Changed

  • Improved method for jump link locating when invalid ids have been created.

  • Improved error trapping for jump link locating

14/03/2016

Fixed

  • Unable to edit a list with a single empty list item

09/02/2016

Fixed

  • Incorrect logic to determine if acceptance is required causing display of acceptance banner under certain conditions.

23/01/2016

Fixed

  • Incorrect query to determine dependant labels causing orphaned procedures under certain conditions.

11/01/2016

Fixed

  • Memory leak in back-end service.

11/12/2015

Fixed

  • Stop caching of primary application pages so that the back button cannot be used after signing out.

07/12/2015

Changed

  • Improved logging and notification for credit card failures

  • Send credit card failure notice to account owner if email address is different from billing email address

25/11/2015

Fixed

  • Incorrect calculation for maximum allow users on pre-paid accounts under certain conditions

Changed

  • Standardise method to set occurred data for activity auditing

  • Improved detection of expired credit cards in back-end service

23/11/2015

Fixed

  • Caching issue with anti-forgery tokens

19/11/2015

Changed

  • Minor updates to back-end services

15/11/2015

Changed

  • Improve messaging when attempting to remove all roles on a restricted procedure

  • Close possible security vulnerabilities found during additional pen testing

Fixed

  • Incorrect items appearing in approval activity email

07/11/2015

Fixed

  • Deleting users appearing in specific query

05/11/2015

Changed

  • Close possible security vulnerabilities found during pen testing

04/11/2015

Fixed

  • Error retrieving company details when industry not set

01/11/2015

Added

  • Cloud storage integration – Box.com, Dropbox, Google Drive

  • Ability to search users

  • Ability to add a background image to the login page

  • Quick access to marketplace when selecting a template for a procedure

Changed

  • Market place categories ordering.

Fixed

  • Display issues on mobile in user management screen

20/10/2015

Fixed

  • Partner users unable to subscribe due to incorrect validation

19/10/2015

Fixed

  • Occasional error in offline task when generating acceptance pdf.

18/10/2015

Added

  • Ability to select a recurring acceptance

  • Ability to select a specific user for revision reminders

  • Ability to reinvite a user

Changed

  • Remove unneeded Http header for improved security

  • Infrastructure updates for improved reliability and performance

  • Update edit toolbar to latest version

  • Update revision date report to more clearly describe the columns.

  • Improved warning message when attempting to restrict a procedure without responsibilities

  • Minor changes to partner website

  • Updates to third party dependencies

  • Move acceptance pdf generation to offline task for improved experience

  • Improved messaging when incorrect credentials used for accepting a procedure

Fixed

  • Roles not correctly saving on user.

  • Changing a company name not correctly saving when no industry has been selected.

  • Assigned to column not correctly displaying in revision data report when first navigated to

  • Acceptance report by role causing error under certain circumstances

  • Error when inviting a user to review

18/09/2015

Added

  • GST inclusive message on invoice for AUD purchases

Changed

  • Improved validation during purchase in marketplace.

  • Hide unnecessary CVN field for USD purchases in marketplace

Fixed

  • Clicking back on push navigation did not return to previous level

13/09/2015

Added

  • USD payment support

  • Branded receipts for purchases and subscriptions

  • Branded payment failure notifications

Changed

  • Improved automatic timezone detection

  • Misc improved error message text

  • Minor improvements to administration and maintenance systems.

  • Third party dependency updates

01/09/2015

Fixed

  • Display issue on invite to review modal window

2015-08-09

Fixed

  • Dragged elements get stuck when using a touch screen device.

  • Unable to save procedure when certain characters present.

2015-08-07

Fixed

  • Service error when generating printed manual.

2015-08-04

Fixed

  • Incorrect sort order in search results for non-admin users.

2015-08-02

Added

  • Better messaging for not found procedures.

  • Better messaging when attempting to view procedures that are restricted.

  • Enable Http Strict Transport Security Header.

  • New build and deployment systems.

Changed

  • Updated country detection data.

  • Updated editing toolbar.

  • Better support for touchscreen devices with mouse.

  • Minor email copy changes.

  • Minor copy changes to default role description.

  • Minor improvements to maintenance and admin systems.

  • Changed to use universal analytics.

Fixed

  • Improved detection of special characters in search strings.

  • Minor style improvements for small screens.

  • Correct task order in reminder email.

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