Releases

Description

A consistent API for integrations, more reliable billing, and many corrections.

Enhancements

• Make the Member who starts an Assignment its Requestor when no Requestor is named, and allow clearing an Assignment’s Requestor
• Show new Procedures, Triggers, and Assignments in other open sessions as soon as they are created
• Refuse to move a Procedure to another Organization, and suggest Copy instead
• Explain what deleting a Procedure deletes, and that its Resources remain
• Suspend an Organization whose subscription is canceled
• Accept e-mailed Assignments only from verified senders
• Clarify tooltips and help text for Positions, People, the Organization Catalog, Triggers, and member pickers
• Strengthen access controls throughout the application
• Improve the reliability of the server and scheduled jobs
• Align the TaskTrain API’s names, paging, and error responses, in preparation for upcoming integrations
• Update third-party dependencies for security, performance, & reliability
• Improve application code for efficiency, maintainability, & reliability

Corrections

• Allow move or copy of a Procedure only into a Portfolio where the Member may create Procedures; never copy a Locked Procedure
• Keep billing in step when a Member’s Workspace Access changes to or from Guest
• Open an Assignment or Trigger whose Procedure has lost a Role, and an Assignment that has no Requestor
• Clear an optional Role during an Assignment, but never a Required one, and re-staff a Role the way its Tasks were first staffed
• Keep a Role unstaffed when no Account is chosen for it in the Assign dialog, and send a named Assignee every Step that names no one
• List a new Assignment in its Assignee’s Inbox even when none of its Tasks falls to them
• Show a Scheduled Trigger’s saved Start and End when editing it, and refuse a weekly schedule with no days selected
• Show a Procedure’s description as plain text in Procedure lists, the Procedure picker, and the Manual Trigger dialog
• Show the unsaved text when a rich text editor is expanded
• Show a Guide entry whose Linked Resource has no media type
• Let Escape close a confirmation dialog instead of choosing its other answer
• Invite a Member who gives no last name
• Remove a removed Member’s Portfolio Access in every Portfolio, not just one
• Keep a Procedure’s Positions inside the Organization it is copied into, and delete an Organization’s Positions and Organization Catalog with it
• Name an e-mailed Assignment for its Procedure when the message has no subject, and describe it with a plain-text message’s body
• Show the comment author’s name, not placeholder text, when replying to a comment notification e-mail
• List comments in a Task’s Activity
• Bill the correct number of Members when an Organization changes plans, and keep a late payment notice from overwriting a newer payment status
• Offer Zapier only the paid Organizations whose payment succeeded
• Correct the Translate dialog’s title and wording that earlier renames had damaged

Description

Procedure inputs & outputs, related Procedures, and security hardening.

Features

• Add typed Fields to Procedure Steps, whose values are captured as Assignments are performed and can be pre-filled by Scheduled Triggers
• Add Supplies, Deliverables, and Tools to Procedures and Steps, showing each Task what it needs, what it produces, and what it is performed with
• Add Entry & Exit Criteria to Procedure Steps
• Add the Organization Catalog, for sharing Fields, Materials, and Tools across a Workspace’s Portfolios
• Add Related Procedures, with Hand-off Triggers that start the following Procedure when an Assignment completes
• Include Fields, Supplies, Deliverables, Tools, and Related Procedures in Procedure exports
• Suggest Fields, Tools, and Related Procedures during the SOP Savant interview

Enhancements

• Allow Triggers without an Assignee, and Assignments without a Requestor
• Show where a Trigger’s Assignments will be created, and warn when a Trigger has stopped or needs staffing
• Attribute Assignments started by a Trigger to that Trigger
• Show Procedure and Step authoring changes in Activity lists
• Allow sorting a Procedure’s Scheduled Triggers by either column
• When removing a Member, list the Triggers that name them and clear them from those Triggers
• Allow deleting a record or Resource from its edit dialog, and confirm before a comment is deleted
• Disable unavailable tabs and controls for Guests, with an explanation, instead of hiding them
• Strengthen access controls and credential handling throughout the application
• Update third-party dependencies for security, performance, & reliability
• Improve application code for efficiency, maintainability, & reliability

Corrections

• Prevent the Create Organization dialog from freezing when no plan is selected
• Return a signed-out user to the page they requested after signing in
• Open e-mail links in the detail pane on narrow displays, and open comment notification links on the Comments tab
• Keep the selected Inbox Assignment or Procedure row highlighted
• Prevent navigation labels from turning blue on iOS Safari
• Show the selected files again in attachment upload dialogs, and show the actual error when a Procedure image upload fails
• Move a dragged Procedure Step into the parent it is dropped on
• Keep a Scheduled Trigger’s saved Assignee when editing it
• Delete all of a Procedure’s or Portfolio’s dependent records when it is deleted
• Reactivate a removed Member who is re-invited with a different e-mail address
• Add the inviter’s address as the reply-to on invitation e-mails
• Show the AI text generation button on the rich text toolbar again

Description

Icon updates—new application-wide icon system with improved appearance and semantics.

Enhancements

• Replace FontAwesome4 with Phosphor icons (via Iconify) except for Assignment/Task status icons
• Update third-party dependencies for security, performance, & reliability
• Improve application code for efficiency, maintainability, & reliability

Corrections

• Restores correct reordering of Resources attached at the Procedure level
• Restores immediate appearance of a Resource in the Guide of a Procedure that had none
• Deleting a Procedure now clears it from every Resource that referenced it, including Procedure-level ones
• The Comment Thread drill-down no longer displays/allows navigation to a nonexistent route when a thread has no Assignment Task

Description

Approvals.

Features

• Add Approval Statuses to allow specification of Approval Steps with designated Position or Procedure Role Approver
• Enable specification of Procedure Roles / Approvers in Scheduled Procedure Triggers

Enhancements

• Improve display of Positions & Accounts in Select inputs & exports
• Improve consistency of panel headings & icons
• Update third-party dependencies for security, performance, & reliability
• Improve application code for efficiency, maintainability, & reliability

Corrections

• Correctly display & designate Portfolios as private on paid Workspace subscriptions
• Add missing borders on multiple components

Description

Organization Positions & Procedure Roles.

Features

• Add Positions modeling organization chart to use as default Procedure/Step assignees
• Add Procedure Roles to allow default Procedure/Step assignee slots to be bulk assigned

Enhancements

• Improve input placeholder and tooltip text to provide best practice guidance & explanations
• Improve consistency of list header button groupings
• Display visual indicator on all incomplete required inputs
• Improve semantic consistency and visual appearance of buttons
• Improve consistency of Delete button placement
• Improve keyboard navigability of menu options
• Update third-party dependencies for security, performance, & reliability
• Improve application code for efficiency, maintainability, & reliability

Corrections

• Prevent cut-off of list header buttons on iPhone 12 & smaller mobile displays
• Correct disabled state display of Save buttons in Trigger dialogs
• Remove double borders on multiple components
• Correct inconsistent disabled input appearance

Description

Add normative guidance wording highlighting

Enhancements

• Add RFC 2119 normative guidance wording highlights on Procedure/Step detail fields
• Improve application code for efficiency, maintainability, & reliability
• Update third-party dependencies for security, performance, & reliability

Corrections

• Restore ability to expand Rich Text Editor into dialog view
• Shorten long placeholder text to avoid truncation

Description

SOP Savant Intelligent Interview

Enhancements

• Enhances SOP Savant (Generate with AI…) to an Intelligent Interview— an AI-assisted, multi-phase interview with optional existing documentation analysis
• Enrich Procedure data model with inputs, tools, outputs, exit criteria, & estimated duration
• Enrich Procedure Step data model with outputs & exit criteria
• Improve placeholder & tooltip text / standardize related information architecture
• Improve application code for efficiency, maintainability, & reliability

Corrections

• Restore correct border and location on dynamically shown Rich Text Editor toolbars
• Ensure Procedure/Step detail editor is always shown even when empty

Description

Minor corrections and enhancements.

Enhancements

• Rename Portfolio Guide tab to Resources to better match contents
• Prevent duplicate “toast” messages
• Improve detection of network disconnection
• Update third-party dependencies for security, performance, & reliability
• Improve application code for efficiency, maintainability, & reliability

Corrections

• Restore immediate appearance of newly added Members to the Portfolio Access List
• Prevent support chat widget from jumping to right side of screen
• Ensure close button is always visible on support chat widget

Description

Rename “Content” to more meaningful “Resource” and standardize corresponding Procedure/Step “Content” & Assignment/Task “Help” tabs to “Guide”.

Enhancements

• Rename “Content” to “Resources”, exposed through the “Guide” tab on both Procedures/Steps & Assignments/Tasks
• Improve application code for efficiency, maintainability, & reliability

Corrections

• Restore correct border display on Rich Text Editors
• Restore immediate appearance of formatting toolbar when Rich Text Editor receives focus