Releases

Description

Corrections and code enhancements.

Enhancements

• Update third-party dependencies for security, performance, & reliability
• Improve application code for efficiency, maintainability, & reliability
• Flatten Procedure Step storage model to ease future feature development

Corrections

• Prevent error message and instead prompt for Google reauthentication when refresh token has expired
• Prevent spurious Portfolio access error message when updating Task status

Description

Manual Procedure Triggers.

Features

• Ability to explicitly associate descriptions of conditions under which Procedures should be assigned to improve discovery

Enhancements

• Improve appearance detail pane tab labels
• Widen clickable area on Procedure List to improve perceived selection/navigation reliability
• Restore interactivity affordances to menu disclosures & panel toggles
• Update third-party dependencies for security, performance, & reliability
• Improve application code for efficiency, maintainability, & reliability

Corrections

• Restore ability to assign Default Assignee on a Procedure Step

Description

Assignment Inbox Sections.

Features

• Ability to organize Assignment Inbox into per-Account sections

Enhancements

• Add context menu items to move Procedures/Steps up/down
• Improve appearance of All Procedures / Exchange detail panes
• Update view icons on buttons and add icons to multiple menu items
• Update third-party dependencies for security, performance, & reliability
• Improve application code for efficiency, maintainability, & reliability

Corrections

• Restore keyboard move up on Procedure Steps
• Restore display of Archive icon on Comment Thread Inbox List rows on Assignments with long names
• Prevent use of HTML encodings for reserved characters in Procedure and Step names converted from Documents
• Restore right-alignment of sort icons on Access tables
• Restore top border on Procedure Actions Disposal panel
• Prevent double-borders on Portfolio detail pane tabs

Description

Time-triggered Assignments / Scheduled Procedures.

Features

• Ability to schedule the Assignment of Procedures on a Daily, Weekly, Monthly, or Yearly basis

Enhancements

• Add email and toast notifications when changing Workspace Access
• Integrate application actions with HelpCrunch for future message follow-ups
• Update third-party dependencies for security, performance, & reliability
• Improve application code for efficiency, maintainability, & reliability

Corrections

• Restore loading of Organization-Invite Users dialog
• Restore display of search input on Assignment list header when search button pressed
• Restore scrolling in Organization and detail components
• Restore fixed display of drill-down icon on Procedure list when list contains Procedures with long names
• Restore search input clear button display
• Restore selection of active detail tab when navigating Procedure Steps
• Restore correct layout of Show/Hide Archives button on Comments Inbox
• Restore borders to Portfolio Actions tab Disposal panel
• Restore borders to inputs using rich text editor
• Restore correct padding and display of Article lists in Dashboard
• Correct indent/outdent button tooltips in rich text editor toolbars
• Prevent double-borders on panels bordering breadcrumb navigation
• Prevent double-borders on detail pane tabs
• Improve edge-case handling for conversion of documents to Procedures
• Restore appropriate icon sizing in confirmation dialogs

Description

Minor enhancements and corrections.

Enhancements

• Convert all user interface to lazy-loaded standalone components for faster application build and load times
• Update third-party dependencies for security, performance, & reliability
• Improve application code for efficiency, maintainability, & reliability

Corrections

• Remove unnecessary padding to correct display of Procedure Step list
• Disable Generate From AI menu item on unpaid plans

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