April 2023 Software Release Notes

Here’s a rundown of the updates/changes we’ve made to the software in April 2023:

  1. License Tracker: We’ve added a column for “Files” to License Tracker
    We’ve heard from clients who wanted a visual indicator of whether or not a license has had files uploaded to it, to more easily identify the licenses that still needed files uploaded to them. We added a “Files” field to the License Tracker module that you can add to your License Tracker table. By default, it does not appear on your table, but you can easily add it. All you have to do is navigate to the “Manage License Fields” feature and click the “Add to table” toggle to add it to your table. You can also drag it up/down to manage where it will appear on your table.
  2. SOPs: The new SOPs module is here!
    We’ve been working on this for a while now and are pleased to release the new and improved SOPs module. We gave it a facelift, moved a few things around, and added a few new features. The two main areas affected are the SOPs table page and the “View/Edit SOP” pages.

    • SOPs table page: What’s changed / new?
      • New look and feel: Almost everything here functions the same, it’s just a little prettier!
      • Improved search feature: The search feature now searches text in your SOP fields to help you more quickly find that SOP you’re looking for!
      • Updated PDF design: We’ve simplified the design and gave the PDFs a more neutral look. We’ve also added a “Preview PDF” feature that allows you to see what your PDF will look like before saving/printing.
      • SOP sub-categories: Now you can add sub-categories to your SOP categories!
      • “Assigned SOPs” module is now the “Assignments” tab: We figured we’d save you a few clicks when you’re checking your SOP assignments.
      • “SOP Settings” is now “SOP Permissions”: We changed the name and added a few more permissions!
    • “View/Edit SOP” page: What’s changed / new?
      • New look and feel: Almost everything here functions the same, it’s just a little prettier!
      • New layout: We’ve split everything into tabs.
        • SOP fields (previously referred to as “SOP headers”) are now on the “General Info” tab.
        • SOP tasks are now on the “Procedure” tab.
        • All files uploaded to the SOP can be found on the “Attachments” tab (you can still upload files to individual SOP tasks).
      • Add/edit your own SOP Fields and reorder them: When creating a new SOP, the default SOP fields (Policy, Purpose, Scope, Employee Responsible, Definitions, and Resources) will still populate, but now you have the ability to edit/delete any of these, and you can also add your own SOP Fields. Click the grid icon to the left of your SOP field titles to drag and drop them in a custom order.

Check back here as we update this page with more releases!

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