This version update was released on September 25th, 2023.
Introducing a 'Date Filter' for Forms
In this latest update, we're bringing you a date filter for the form listing views. This filter aims to help narrow down forms so that there are fewer pages for you to click through, in addition to improving page loading speeds.
On the Open and Locked tabs, forms will be filtered by the 'Last Updated' date. And for the Not Started tabs, forms will be filtered by the 'Created' date.
You'll find this filter sitting in the top right corner when you click on any of the Inspections, Incidents, or Meetings modules.
For the Inspection module, the filter will be available in the Open, Not Started, and Locked tabs.
For the Incidents/Hazard and Meetings Module, the filter will be available only in the Open and Locked tabs.
By default, the filter will be set to 90 days and can be changed to a different selection by clicking the filter value to bring up a dropdown menu.
Once you've selected an option, the selection will be saved and will persist upon the next visits to the form listing view. The chosen option will also be shared between all the Open, Not Started, and Locked tabs within the module.
Permissions Update: Manage Companies
We are improving the 'Manage Companies' permission to create a make the permission more clear-cut on what type of access it will give employees. Previously, employees with only the 'Manage Companies' were not able to access the Company module - we agree that it should.
Here are the new guidelines for the 'Manage Companies' permission:
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Employees with “Manage Companies” permission enabled can view the “Companies” module in the menu
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Employees with “Manage Companies” permission enabled can view the list of company profiles for those that match the site they have access to
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Employees with “Manage Companies” permission enabled can edit all company profile information
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Employees with “Manage Companies” permission enabled can not create new company profiles
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Employees with “Manage Companies” permission enabled can not import/export companies
*In order to create and import/export companies, an employee will need the 'Create Companies' permission.
Safety Intelligence Enhancements
We have a few improvements to Safety Intelligence in it's own Product Releases category. Check them out here!
Bug Fixes
- Fixed the server error associated with accessing the Inspection Module's Locked Forms tab
- Fixed the issue where invitations links display a 'free trial expired' message
- Fixed the server error associated with download Excel reports from 'Charts and Reports'
- Fixed the server error associated with the remove attachment button the Program module
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