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”.
New Filters and Fields in LOR Register
“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.
Simplified OFI Linking
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.
File Name Mismatch Confirmation
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.
Add a Document: Internal or External
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.
LOR Enhancements
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.
New Action Buttons Added
The “Inactive,” “Undo,” and “Delete” buttons have been added to the “Training Management” module for consistency with other modules.
User Role Toggle Enhancement
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.
“Team Members” are automatically removed from the team member list when a record is converted between “Confidential” and “Restricted”. This feature applies only to “Record Management”.
Inactivation of Users with References
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.
Tracking not Verified Closed Action Items
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.
Widget Colour Modification
The “Dashboard” widget colours have been subtly lightened to enhance visual appeal and provide a more refined experience.
Formatted Excel Report
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”.
Inactive and Bulk Edit Operations
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”.