Releases

Description

Restore immediate display of Procedure list when a Portfolio is selected

Enhancements

• Update third-party dependencies for security, performance, & reliability
• Improve application code for efficiency, maintainability, & reliability

Corrections

• Restore immediate display of Procedure list when a Portfolio is selected

Description

Multiple, access-based Welcome Tours

Enhancements

• Add multiple, independent, access-based welcome tours for improved onboarding experience
• Update third-party dependencies for security, performance, & reliability
• Improve application code for efficiency, maintainability, & reliability

Corrections

• Work-around bug in third-party dependency causing Help/About menus on bottom navigation pane from getting cut off
• Restore appropriate icon sizing in confirmation dialogs

Description

Rename application roles.

Enhancements

• Rename Organization Role to Workspace Access and its permission levels as follows: Owner → Administrator, Manager → Lead, Member → Associate, Guest → Guest
• Rename Portfolio Role to Portfolio Access and its permission levels as follows: Owner → Administrator, Manager → Lead, Worker → Associate, Viewer → Guest
• Update third-party dependencies for security, performance, & reliability
• Improve application code for efficiency, maintainability, & reliability

Description

Minor enhancements.

Enhancements

• Display Google Drive connection button when any Drive Content cannot be displayed to lack of authentication
• Improve Assignment list group by label display
• Track SOP Savant procedure interview generated Procedures to requestors
• Update third-party dependencies for security, performance, & reliability
• Improve application code for efficiency, maintainability, & reliability

Description

Rename Manuals to Portfolios.

Enhancements

• Rename Manuals to Portfolios to better reflect their capabilities to present an external service portfolio request interface as well as an internal procedure library
• Update third-party dependencies for security, performance, & reliability
• Improve application code for efficiency, maintainability, & reliability

Corrections

• Ensure Assignment is removed from previous Assignee Inboxes when no longer Assignee on any Assignment/Task
• Prevent duplicate Assignment closure email notification messages

Description

Published Procedures View.

Features

• Add Published Procedures view to Library to show all Published Procedures to which an Organization Member has access

Enhancements

• Restore original order of Procedure/Step & Assignment/Task Info and Content/Help tabs
• Update third-party dependencies for security, performance, & reliability
• Improve application code for efficiency, maintainability, & reliability

Corrections

• Prevent occasional error reading access tokens
• Prevent occasional error accessing Exchange
• Restore correct toggling of Organization Billing accordion

Description

Minor enhancements and corrections.

Enhancements

• Expand available context menu items in Procedure lists
• Auto-focus inputs on multiple screens for easier data entry
• Improve validation timing on multiple inputs to prevent premature error messages
• Add keyboard shortcuts to buttons on multiple dialogs
• Display full categorization names via tooltip
• Add and improve wording on multiple tooltips
• Improve rich text editor toolbar appearance
• Restrict Organization Member access to Billing info
• Add clear button to Procedure list categorization filter
• Improve empty state appearance of Comment thread list
• Update third-party dependencies for security, performance, & reliability
• Improve application code for efficiency, maintainability, & reliability

Corrections

• Restore ability for Organization Guest users to access My Account & other Organization info
• Prevent Procedure/Step detail and content overflow
• Prevent help chat widget from appearing on wrong side of screen & button from blocking content
• Correct styling on Organization Billing fields
• Ensure active Organization navigation panel is toggled open
• Prevent auto-populating Assignment description with Procedure description
• Correctly sign-in, register, password reset buttons as disabled when forms not valid
• Restore boldface Assignee display for assigned Tasks in Task list
• Correctly display attached Content upload error messages
• Prevent non-fatal console/network error
• Correct minor user interface color matching and widget alignment issues
• Restore visibility of multiple tooltips
• Prevent multiple non-fatal console error messages

Description

Public Procedure Exchange & Google Workspace integration. [2.0.0/2.0.1 hotfix]

Features

• Add “SOP Savant” AI chat interview Procedure generation in application & on public website Procedures page

Enhancements

• Simplify Procedure Assignment/Request for Manual Viewers and Members with on Manual Role
• Restrict Manual Viewers & Members with no Manual Role from seeing Comments & Help on Tasks for which they are not Assigned
• Update third-party dependencies for security, performance, & reliability
• Improve application code for efficiency, maintainability, & reliability

Corrections

• Correct Linked Content Edit Dialog button enable/disable logic
• Restore dialog height to previous proportions

Description

Corrections and minor enhancements.

Enhancements

• Improve mobile display of navigation pane User menu
• Improve toast overlay appearance
• Update third-party dependencies for security, performance, & reliability
• Improve application code for efficiency, maintainability, & reliability

Corrections

• Restore error-free Manual deletion
• Restore correct Zapier Assignment Create trigger Account matching
• Prevent Activity tab Show Older Entries button from disappearing
• Prevent multiple non-fatal console error messages