Release 3.3.0

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