Customers can view pending dues under the “About” menu of their associated user. If there are no dues, the active subscription period is shown; otherwise, “Online/Offline” payment links and a “Download Invoice” option are available. Unpaid dues trigger notifications to the “Account Admin” and reminder emails on subscription expiry.
In the LOR Dashboard, Register, and Edit pages, “Assessment” is now “Initial Assessment” and “Review” is now “Periodic Review”.
“Standard” and “Country-State” fields have been added to the LOR Register page enhance filtering, editing, and import. “LOR Register” filter have also been refined for better clarity and consistency.
OFI linking in the “LOR Management” module is now simplified with two new options: “Link Existing OFI” and “Initiate New OFI”. “Link Existing OFI” displays existing OFIs with a “Link” option to connect them to the LOR, while “Initiate New OFI” instantly creates and links a new OFI. Users can also manually link an OFI using the “Add” button.
In the “Document Management” module, a validation error occurs if the same “Doc ID” and “Document Title” already exist when creating a new document, to prevent duplication.
During file upload in the “Document Management” module, a confirmation popup appears if the “Doc ID” or “Revision Number” doesn’t match the file name. No popup appears if both match.
In the “Document Management” module, clicking the “Add” button displays two options—”Internal” and “External”. Select the desired option to create a new document.
A new “All” option has been added to the location dropdown. When multiple locations are enabled, users can either select individual locations or choose the “All” option to include all available locations in a single selection. Selecting “All” will disable other locations, making them unavailable for selection. This functionality is available across all modules.
Enhancements have been made to the “LOR” field, renaming it to “Legal and Other Requirement.” Additionally, the “Review Frequency” field names have been updated from “#” and “Unit” to “Interval” and “Period” for improved readability. Overall, the user interface has been refined for consistency and ease of use.
The “Inactive,” “Undo,” and “Delete” buttons have been added to the “Training Management” module for consistency with other modules.
Separate user role toggles have been introduced in the ‘System User’ section. Admins can now seamlessly switch between ‘Module User’ and ‘General User’ roles with a single click, simplifying role management by eliminating the need to configure roles individually for each module.
In “Admin” when inactivating a user with references in multiple modules, a dialog box shows the list of modules. The admin can notify specific module managers or click the “Notify All Managers” button to inform all relevant managers simultaneously.
In the “Problem Management” module, when a user opens the detail page of an open OFI, they are redirected to either the “Containment or Corrective Action Items” page, depending on which one is marked as not “Verified Closed”. If both are not “Verified Closed”, the user is directed to the “Containment Action Items” page.
The “Dashboard” widget colours have been subtly lightened to enhance visual appeal and provide a more refined experience.
The data in the “Excel Report” is now formatted for better readability. Columns are more structured, text is wrapped, widths are adjusted, and borders have been added. This enhancement applies to “Legal and Other Requirement Management”and “Risk Management”.
Users can “Inactivate” or “Bulk Edit” their own records from both the register and detail views. If a user selects the records of other users from the register view for the “Inactivate” or “Bulk Edit” operation, an alert will prompt them to review their selections. This feature is available in “Asset Management”, “Document Management”, “Problem Management”, and “Supplier Management”.
The “Delete” action has been changed to “Inactive,” and “Permanently Delete” has been renamed to “Delete.” This update ensures a clearer distinction between temporary deactivation and permanent removal. This feature applies to Asset Management, Document Management, Record Management, Supplier Management, Problem Management, and Training Management modules.
“Record Managers” and “Record Owners” can access public and confidential records, except for restricted ones, which are limited to owners and authorized users. General users, auditors, and unassigned users are excluded from this feature. All users have view access but can only modify their own files and folders. Alerts are triggered when moving public files or folders to confidential or restricted, and confidential files or folders to restricted.
The LOR Edit UI is enhanced, and the compliance step is now part of the assessment. The LOR Register list view includes “Last Review Date” and “Next Review Date” columns. In Bulk Edit, “Next Review Date” auto-sets based on “Last Review Date,” improving usability and efficiency.
The delete functionality for non-system users has been improved for better management and efficiency in Admin.
User emails are now displayed below usernames, with a copy icon. Clicking the icon copies the email instantly for easy access in Admin.
The “Risk” step has been renamed to “Residual Risk Analysis” for better clarity and alignment with risk assessment processes.
Admins can now export all user data in CSV or Excel format with a single click using the “Export” button on the All Users page. The button features a dropdown menu for selecting the desired format, ensuring seamless data management and reporting.
The “Start Date” and “Termination Date” fields are now “Activation Date” and “Inactivation Date”. These fields default to the current date when a user is activated or inactivated and remain editable.
LOR Users can now import LORs, just like LOR Managers. Imported LORs are automatically assigned to the user, while those created by a manager remain unassigned by default for flexible allocation.
Multi-location activation requires at least one location. Deleting a location with module references is restricted until references are removed. Removing all locations automatically disables the multi-location feature.
The Registers UI has been enhanced with updated buttons, improved quick filters, and optimized element positions for better usability. The Risk Register and LOR Register now include dropdowns for stage and team filters, with export and bulk edit buttons repositioned for a more streamlined experience.
In Document Management, deleting a linked document triggers an alert displaying its associations with Control and Sub-Control. Confirming the deletion will automatically delink the document from Risk Management.
