Check out our change log.

Release 2.2.0

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

Release 2.1.1

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

Release 2.1.0

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

Release 2.0.4

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

Release 2.0.3

Description

Minor enhancements and corrections.

Enhancements

  • Confirm removal of Organization Members to prevent accidental Account deactivation
  • Remove emoji support from rich text editor in favor of more reliable operating system emoji insertion
  • Remove redundant Descriptors accordion with name field from Procedure Step Info tab
  • Improve tooltip wording and appearance in multiple components
  • Update third-party dependencies for security, performance, & reliability
  • Improve application code for efficiency, maintainability, & reliability

Corrections

  • Ensure Procedure categorization filter restores previous state properly on second load

Release 2.0.2

Description

Corrections and minor enhancements.

Enhancements

  • Improve Procedure list search field layout
  • Add resize grip to resizable dialogs
  • Reduce Procedure Print/Export Step names heading and font size according to nesting
  • Add and improve several control tooltips
  • Update third-party dependencies for security, performance, & reliability
  • Improve application code for efficiency, maintainability, & reliability

Corrections

  • Ensure change to paid Billing Plan works
  • Prevent occasional error messages on viewing Activity tabs
  • Ensure rich text editor toolbar displays properly through window resizing
  • Ensure rich text editor dropdown menus are not cut off by adjacent fields
  • Ensure leaving Organization immediately updates navigation pane
  • Prevent changing Procedure images on Archived Procedures
  • Ensure Convert From Document dialog Create button appears inactive when disabled

Release 2.0.1

Description

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

Features

  • Enables public Procedure Exchange providing curated Example Procedures for copying/customization
  • Initial Google Workspace integration, allowing importing Google Docs for direct conversion to Procedures

Enhancements

  • Improves layout consistency of list pane headers
  • Provides new version update prompt even on sign-in pages
  • Update third-party dependencies for security, performance, & reliability
  • Improve application code for efficiency, maintainability, & reliability

Corrections

  • Ensures Open/Closed Assignment filter button always syncs with list filtering
  • Restores correct display of Task list in Procedure Assign dialog
  • Prevents Content buttons from being hidden on Procedure/Step Content List when long detail and empty state placeholder is displayed
  • Restores vertical centering of tree expander icon in Assignment Task & Procedure Step lists

Release 1.23.2

Description

Corrections and minor enhancements.

Enhancements

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

Corrections

  • Prevent “Update Failed” error when modifying Procedure Step detail on Procedures created from documents

Release 1.23.1

Description

Minor enhancements and corrections.

Enhancements

  • Update help widget
  • Improve detail pane tab scrolling
  • Add context menu to Manual list
  • Update third-party dependencies for security, performance, & reliability
  • Improve application code for efficiency, maintainability, & reliability

Corrections

  • Correct recipient of verification email reminders
  • Allow update of Assignment Status for Organization Members with no role on associated Manual
  • Restore correct Procedure list Sector and Function filtering
  • Restore Procedure list search and filter layout
  • Restore correct display of categorization chips
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