Software Version History

New Features
Accounts: Added ability to redirect users to a specific URL after creating an account via a registration profile
Communications: Added a QR Codes page where users can create and manage QR Codes that can redirect those who scan the code to a desired URL, and allow tracking of how many times the QR code has been scanned
People: Added ability to complete required actions for a Certification when viewing Certifications from the user's Role page

Improvements
Accounts: Improved description for the "Send Me Regular Email Reports" setting in Account Notifications
Accounts: Added textual help for module email alerts
Assets: Renamed the Hide Notes option in a Task's design settings to "Hide "Notes from Task" when completing this task"
Assets: Renamed Data Log on the Asset History page's dropdown to Meter Log
Assets: Updated checkbox options in Assets design and Run Reports that contain Status names to also list the color of that Status
Assets: Renamed Asset History page header from "Log for {Asset}" to "History for {Asset}"
Assets: Renamed Notes on View Asset Details to Additional Information to match the Edit Asset modal
Assets: Renamed the Meters tab in Assets Settings to Meter Types
Assets: Renamed the "Add Meter" button to "Add Meter Type" on the Meter Types page
Assets: Added a Legend via an info button to the top right of the Assets Home, My Assets, and Manage Assets pages
Assets: Updated verbiage regarding subcomponents to more simply describe them as componenets
Assets: Optimizations for the Task Schedule page to make it run even more smoothly
Assets: Renamed action buttons throughout assets to use consistent language for actions "Update Meter Reading", "Complete Task", and "Record Fault"
Assets: Various minor textual / UI improvements
Attendance: Renamed the Attendance Log module to Attendance
Attendance: Renamed the Attendance property "Show In Sidebar" to "Show in Main Menu"
Communications: Renamed header on New Notification Template page, and the button leading to that page, to Add Notification Template
Courses: Various minor textual / UI improvements
Courses: Made it easier to designate whether a Course is graded or not
Documents: Renamed Documents Overview to Documents Home
Documents: Renamed all instances of "root", referring to the top-most folder in Documents, to "Home"
Documents: Added button "Reset Table Settings", which will clear any changes made to filters, sort order, and column visibility
Documents: You can now click on the icon of a Document to view it
Documents: You can also now click on the icon of a Folder to go into the Folder
Documents: When deep in a folder hierarchy, made it easier to go up one folder level at a time
Finance: Added links to system reports "Rejected Budget Items" and "All Budget Items" on the Reports Tab of the Budgets page
Finance: Various minor textual / UI improvements
Forms: Added a class to allow separate Forms CSS styling for when a Form is being filled out by someone who is not logged into KAStrack
Forms: Improved how Form Fields with long names are displayed when the Form is being filled out as part of a Certification's required activity
Forms: When using an Attach DB/Form Entries field, setting a maximum number of entries now prevents attachment / creation of a new entry once that limit is reached for that submission
Forms: Added a Description field to Form Rules, allowing users to better document the Rule's intended purpose
People: Various minor textual / UI improvements
People: Added warning text to the role page for a user if the user is not currently in that specific role
Tags: Updated the header on the Manage page from "Tags" to "Manage"
Inventory: Various minor textual / UI improvements

Bug Fixes
Assets: Fixed where assets without components could be expanded while logging a fault from the Assets Home page
Attendance: Fixed an issue where a search to find an entry that yields no results wouldn't always tell you when there weren't any results found that matched your search
Calendar: Fixed an error that would happen when trying to clear an event's start time
Calendar: Ensured that events that start at the same time are both still visible in Week view when a third event overlaps them
Dashboard: Fixed an issue where widgets couldn't be unpinned from the Default Dashboard until a new Dashboard was created
Dashboard: Ensured that widgets could always be moved via the widget's context menu regardless of device type, when that device doesn't support drag and drop
Documents: Fixed an issue where you couldn't filter by Favorite Documents if the site has no Tags created
Forms: Fixed a bug where, when logged out, change value to a value from an entry in a form / database field didn't work for some fields
People: Fixed an issue where requiring a user to include an attachment to manual certification submissions sometimes wasn't working

New Features
Documents: Added ability to send a reminder to people who are required to review a Document for approval, but have yet to do so
Calendar: Added ability to customize when a recurring event will cease recurring
Calendar: Added ability to customize the recurrence timing for events, specifying how often they shall recur
Courses: Added ability to group Course Pages into Sections
Grid: Added ability to use Text Fields from Forms for Grid categorization
Grid: Added ability to use an Asset Type as a Grid axis, which can display Assets of that Type as a column or row in the Grid
Kanban: Mentions in a task comment now send an alert to the person mentioned
Forms: New Field Type - Image Map Picker, where values can be submitted based on users clicking specific regions of an image

Improvements
Documents: Added a loading spinner when completing review actions
Assets: On the Task History for an Asset, generated tasks are now sorted by their completion date first, and their generated date second
Assets: The "first due on" date for a generator task now updates to the next due date after each generation
Forms: Date picker popups now support selecting a date from the next / previous month shown during the current month view
Forms: Added option to field design "Must Be Unique" which will prevent entry submission if the value being entered by the user for this field already exists in another entry
Forms: For Asset Fields, added new option "Link to Edit Asset"
Forms: Added a Compact View to the Manage Entries page
Forms: Added an Audit Log entry for form entries when the entry is "Detached from Asset Task"
Forms: Added ability to select and move multiple forms into and between groups
Database: System databases are now affixed in their own group

Bug Fixes
Documents: Fixed an issue where the 3-dots Menu of Documents could be opened multiple times while viewing public Documents
Documents: Fixed an issue where Document History would sometimes list the upload event of a new revision twice
Grid: Deleting a field used for categorization in a Grid no longer leaves a blank tab in Grid settings
Kanban: Dragging a Kanban card across columns to get to the tabs no longer changes the column value inadvertently
Forms: Force Capitalization setting for Text Fields is once again honored in Bulk Edit on the Manage Entries page
Forms: Ensured de-duplicate results for Form / Database Reference fields works when the form is embedded in an Asset Task
Forms: Fixed an issue with fields not locking as expected via rule during entry editing
Forms: A Send an Alert rule no longer triggers a second time on approval / rejection of an entry
Forms: A dropdown field with an option that only contains a number no longer changes to an "Other" value when using Bulk Edit in Manage Entries

New Features
Documents: Added ability to bulk edit Documents that appear during a search / tag filter
Documents: Added ability to send a reminder to people who are required to acknowledge a Document, but have yet to do so
Forms: New Rule Condition: Has Changed When Saving / Has Changed When Saving or This is a New Entry, which can help to run rule actions if a value has changed after an edit to an Entry
Forms: New Field Type - Attach DB/Form Entry(s) Field that allows you to attach new or existing entries from another Form or Database to the current entry you're filling out
Attendance: Added an Admittance Desk page within Attendance Logs, where front desks can search for users arriving at a location, verify their details, and sign them in
Attendance: Added support for a Raspberry Pi to run an Attendance Log, enabled by contacting KAStrack Support
Attendance: Added ability to run a Muster Drill, and renamed the existing muster mode Muster Emergency

Improvements
Assets: When looking through a list of component Assets, Assets that you do not have access to will be shown as plain-text instead of as a link
Courses: Improved course display on mobile devices
Documents: Various improvements and optimizations
Documents: When a user doesn't have access to a Document and are trying to access the Document in another module, the popup modal will now show a proper unauthorized message
Forms: When creating a Form Rule condition, checkbox fields now have the Is Updated option
Forms: Added ability to collapse / expand all Form Groups on Forms Home
Grid: Made matching cell and dot colors stand out better against one another
Calendar: When deleting recurring events / meetings, added ability to delete the exact event chosen, this and future events, or all events in the series
People: You can now replace the ID number in relevant URLs with "me", and it will redirect the page to that of the logged in user
Accounts: You can now replace the ID number in relevant URLs with "me", and it will redirect the page to that of the logged in user
Reports: Improvements to pagination and filtering for Public Reports run as datatables

Bug Fixes
Assets: Ensured that tasks marked "Always show on Assets home" show all the time on Assets Home
Assets: Ensure that Employees assigned to an Asset can properly see the detailed notes, files, and task comments of the Asset Task
Attendance: Various fixes and improvements
Attendance: Ensured Muster Mode could be deactivated when no one is signed in
Attendance: Fixed ability to delete entries from an Attendance Log's All Entries page
Documents: Resolved issues when filtering the main list of Documents and Folders
Dispatch: Fixed an issue where some certifications attached to a Dispatch were not being shown properly or not showing status accurately
Dispatch: Resolved an issue where reactivating an archived / cancelled Dispatch didn't require new approvals for other statuses
Inventory: Fixed an issue with returning a unique item to the Inventory
Forms: Ensured that unchecked Payment fields are being accurately treated as unchecked

Improvements
Dispatch: Updated Documents popup modals to match the new Documents module styling
Kanban: Clicking on the comment bubble now launches the View Task modal
Forms: Updated ability to control which Forms users can see
Attendance: Various improvements and optimizations

Bug Fixes
Assets: Removing a Generate Every trigger from an Asset Task no longer continues to treat the task as a generator
Assets: When attaching a Form Entry, there are now commas between uploaded files
Assets: When attaching an entry, the entry dropdown selection box no longer extends outside of the modal
Assets: Form/DB Ref Multiple values are now properly saved in embedded Asset Tasks
Assets: Stopped Generate Every tasks from generating tasks in the past even when the checkbox is unchecked
Assets: Resolved an issue with Daily Tasks that trigger on weekends
Forms: Bulk Edit of multiple select fields with validation enabled now works as expected
Forms: Fixed display of Mail Merged fields in various locations
Forms: Fixed an issue when copying rules with multiple conditions in the same condition group
Forms: Made adjustments to the Date/Time field to ensure its consistent formatting sitewide
Documents: Fixed an issue where you couldn't move a folder into another folder if the destination used to have a subfolder (that was later deleted) with the same name
Documents: Fixed an issue where downloading a folder messed up structure of subfolders within the folder
Dispatch: Fixed an issue where if a form has an "attach to dispatch" rule, and an entry is initiated from within a dispatch, the form entry was being attached twice
People: Fixed when filling out a form draft on behalf of another user, the button to abandon the draft wouldn't do anything
Kanban: Ensured blank values show when the field is used for Tabs or Columns in a Kanban
Calendar: Fixed an issue where if you have an event that repeats, modifying other events in the series would cause the start date to change
Calendar: Fixed an issue where All Day events that start on the current day did not show in Schedule View

New Features
Calendar: Added ability to create Recurring Events
Calendar: Added ability to Share Events in a view-only sense
Calendar: Added ability to Hide Events Shared with Me in Events filters
Forms: Added Groups to organize Forms
Forms: Added option to name the blank for select fields, for example a dropdown field with a blank that reads "Choose one..."
Forms: New Rule Condition - Is/Is not acting on behalf of a user, which allows running rules based on whether or not you're filling out a form for someone else as part of a People Certification
Forms: New Rule Condition - Logged In User, which allows conditions based on the logged in user specifically, regardless of whether they are acting on behalf of another user as part of a People Certification
Forms: Added ability for a Text Field to "Treat as a Link", which allows the input to be a clickable link when viewing the entry after submission
Forms: Added optional and mandatory validation presets for URLs
Database: Added Groups to organize Databases
Grid: Added a mini-wizard to quickly auto-create a template Grid

Improvements
Accounts: Added eyeball to password fields to allow viewing what has been typed
Accounts: Updated the default order of modules on the Left Side Bar
Documents: Added ability to Download a Document from its View modal whether logged in or out
Documents: Added a quick Go To Document button from the Document's View modal when accessing the Document from a different module
Documents: Added the full 3-dots Menu to the Document's View Modal while accessing it within the Documents module
Forms: Changed Rule Condition "User" to "User/On Behalf Of User", which allows actions based on the end user in situations where a form might be filled out by a user OR by someone else on their behalf as part of a People Certification
Forms: For Rule Action Configure a Signature Field, changed wording of "Can be signed by someone else on the above people's behalf" to "Allow any logged in user to sign" for clarity's sake
Forms: For Rule Action Configure a Signature Field, added option to evaluate "must be signed by" against the Logged In User's Certification Roles or Access Levels, instead of the On Behalf Of User, when you're filling out a Form that is part of a People Certification
Grid: Added a Global Search bar to the Cover Page that can search within fields of the associated Form entries
Grid: Added filters to each column of the Cover Page to filter by the visible value
Grid: Holding shift when clicking checkboxes on the Cover Page now selects all checkboxes above the one you click, until it meets the top or another checked checkbox
Grid: Added ability in Grid Properties to choose a sort by field
Grid: Expand / Collapse buttons are now hidden on the Grid if there is nothing to expand / collapse
Grid: Added option to hide summary text in cells when the Grid is collapsed
Grid: Added button in Grid Properties to reset to default when using a custom Grid view
Grid: While logged in, the color of the Grid cog now changes to blue if the current Grid view differs from the Default view settings
Grid: While logged out and visiting a Share View link, the color of the Grid cog now changes to blue if the current Grid view differs from the Share View link settings

Bug Fixes
Documents: Fixed ability to view previous revision when a newer revision uses the same revision number
Documents: Fixed check to ensure an approver is chosen when enabling approvals for a revision
Documents: Fixed check to ensure that you cannot create a folder with the same name as another in the same folder using Enter
Documents: Folder Defaults are now properly applied to a file that is uploaded via drag-and-drop onto a Folder
Forms: For forms with alerts and approvals, ensured that a user that meets multiple conditions only gets one approval notification
Grid: Fixed Text notes still popping up when clicked on when Bulk Edit is enabled
Grid: Ensured that the user can only upload a new revision to a Document that was uploaded directly to the Grid, not referenced from the Documents module
Grid: Fixed being able to select / deselect a cell when Bulk Edit is enabled and you click where a Link has been added to a cell
Grid: Ensured that when sharing a link, clearing items on the Cover Page is honored every time

New Features
Grid: Added bulk editing to the Grid
Grid: Added ability to download a zip file of QR codes and links for all cells, rows, and columns of a Grid

Improvements
Forms: Added "Show View Full Entry Link" to Form Reference Fields which launches the selected entry in a new window
Grid: Added a button to Add Text to Grid Cells
Grid: When completing a cell, a green checkmark now appears next to the note
Grid: Documents added to a Grid with Future Review designated will now have a colored dot for status instead of a color-filled box within the cell
Grid: When a cell is Not Required, you can now optionally designate warn and due dates for when that cell will become required in the future, which will color the cell blue, yellow, and red as time goes on
Grid: Added ability to set whether a Grid cell will turn green if any items in it are green, or if all items in the cell must be green first
Grid: When adding a Form button to the Grid, it will now show on both the Cover Page and the Grid page
Grid: Made the Cover Page, Grid Categories and Key Fields sort alphabetically

Bug Fixes
Courses: Fixed an issue with resetting courses
Courses: Fixed an issue with course redirections

New Features
Forms: New Field Type - Password
Forms: New Rule Action - Create a User, that creates a new KAStrack account based on an existing registration profile
Forms: Added ability for the Change Value rule action to be set to a random number from a specified range
Forms: New Field Type - Mail Merge Field, a read-only field that can update with new information dynamically
Assets: Added "Complete Tasks" to the With Selected menu to complete multiple tasks at once
Documents: Added ability to Bulk Download Files
Documents: Added ability to Download a Folder, which downloads all visible files in the Folder and any Subfolders
Documents: Added ability to Bulk Download Folders
Documents: Added ability to Bulk Set Defaults for Folders
Accounts: Added Security page to Site Settings
Accounts: Added ability to define password strength requirements on the Security page in Site Settings

Improvements
Forms: Image fields now show a thumbnail on the Manage Entries page like they do on the View Entries page
Forms: Added ability to bulk select and move multiple Form Rules at once
Forms: Modifying an entry originally submitted via a smart (Pretty) PDF now automatically regenerates the downloadable PDF associated with the entry
Documents: Column header filter settings are now saved to the user
Accounts: When setting a password, requirements for password strength are now shown to the user
Grid: When adding a Link to a cell, you can now autofill the Link Title with the column header value

Bug Fixes
Assets: On the Task Schedule page, the Tags filter now properly clears when you hit the Clear button
Documents: Fixed an error on the Notifications page
Accounts: Reset Password pages properly show error text again, such as when the Enter New Password and Confirm New Password fields didn't match

New Features
Forms: New Rule Action - Do Not Allow Entry to be Approved
Forms: New Rule Action - Do Not Allow Entry to be Rejected
Forms: Added ability for form submitters without accounts to be given a link to later edit their form entry
Forms: New Rule Action - Lock/Unlock Fields, which can be used to conditionally prevent entry into a field, without having to hide it
Assets: Tasks with Forms can now automatically use a date field on the Form to fill in the Asset Task date
Kanban: Added ability to select and drag multiple task cards to other tabs / columns at once
Kanban: Added tags and security/visibility options to Kanban Cards
Kanban: Allowed a Date or Date/Time Field of a Form to display a date for the Kanban Card
Grid: Added a Cover Page that allows the user to choose which items to show in the Grid
Grid: Added Complete/Not Complete button in the cell popup
Grid: Added option for a completed checkbox in every cell

Improvements
Forms: Added counts of Conditions and Actions to the Forms' Rules page for each rule
Forms: Added ability to mail-merge in values from Form fields in the Change Value rule action setup using the pound/hash symbol
Kanban: Improved the experience of modals after creating a new Kanban
Documents: Users can no longer set a Document title longer than the maximum system length
Documents: You can now select how many Documents show per page
Documents: The active search filters are now kept even after editing a Document
Grid: Added ability to view a Grid and all Documents, including non-public ones, while logged out
Grid: Added ability to view a Grid and all Documents, including non-public ones, while logged out
Grid: When viewing a public Grid, non-public Documents can now be viewed
Grid: Added visual customizations for public Grids
Grid: If you reference a file in a Grid originally created in the Documents module, you can now only remove the reference itself, instead of deleting the Documents file directly from the Grid page
Grid: A file uploaded directly to a Grid that has multiple revisions must first be reverted through its earlier revisions before it can be deleted
Grid: A Grid cell marked Not Required will always be filled in white
Grid: Added ability to restrict visibility of the Grid Settings icon
Grid: Existing Documents files referenced in a Grid will use their Document Title instead of their filename
Grid: Grid cells marked Not Required can be given a Title and Notes
Grid: Added ability to add links to a Grid in addition to files
Grid: Added icon to go to a Grid file in the Documents module
Grid: If uploading a new revision to a Grid cell and a referenced Document is chosen, the user is now warned that this must be done in the Documents module
Grid: Added ability to include HTML above a Grid as an introduction
Grid: Added a Share View button to quickly share the Grid with its current view settings via a QR Code or link
Grid: Column and row headers are now highlighted when mouse hovering over a cell

Bug Fixes
Assets: Fixed Generate Every Business Day tasks not generating tasks in the past if the start date was on the weekend
Assets: Fixed Generate Every Business Day tasks not working if "Use Prior Period for Label" was enabled
Documents: Fixed an issue where you couldn't remove the last Tag on a Document
Grid: Fixed viewing of Documents whose titles had unique file extensions

New Features
Grid: Added a new module that can display a matrix of Documents and their suitability status relative to their location, department, or other factors
Grid: Grids can be shared publicly and be password protected for simple yet secure compliance auditing
Grid: Grids rely on entries from two underlying Forms to create the matrix, and creates an organized Folder in the Documents module where are the Grid's documents will be housed
Forms: In Rule Action Configure Submittal Message, you can now design a Post-Submission Redirect to take users to another page after filling out the form
Forms: Dropdown fields now have the option for Other, which presents users with a write-in field when chosen
Documents: Added a button to enable / disable Word Wrap for Document Titles on the Overview page
Assets: Added ability for Asset Tasks with an On Expiry trigger to pad the renewal date to the end of a month, quarter, year, etc.
Calendar: Added a new module which shows upcoming due dates for Documents and Asset Tasks
Calendar: Added ability to create standalone Events/Meetings directly within Calendar
Calendar: You can filter your Calendar to see a more streamlined view, and save your filters for quick access in the future
Kanban: Added new module that, when paired with a Form, creates a Kanban board that can be used for full-scale product development, or simpler project management tasks and employee onboarding checklists
Kanban: Kanbans can visually represent Form Entries as Cards organized by traditional columns, where Cards can be dragged from one column to another (or to other tabs above the Kanban) to change statuses
Kanban: Kanban Cards support assignment and comments, including image and video uploads

Improvements
Assets: When deleting a completion for an Asset Task that has an On Expiry trigger, the Task will now automatically revert to the previous expiration date it had before the deleted completion
Documents: Added hours and minutes to timestamps of Document Comments and History items
Documents: Added a filetype column to the Documents Overview
Forms: Admins can now manually assign draft entries to a user from the Drafts page of a Form

Bug Fixes
Dispatch: Certifications hidden from People Module Levels by Privacy Settings are now correctly hidden from Dispatches
Documents: You can no longer hit the Confirm button on creation models to create the same Document or Folder multiple times
Documents: Like Documents Overview, the Review page now correctly shows blue icons for Public Documents
Documents: When creating multiple documents from a multi-file upload, you now must wait for uploading to finish to hit the Add Documents button
People: Fixed an issue where when saving Associated Roles for a Certification, some roles would be removed if they were hidden by a filter
Forms: Audit Logs for Public Form Entries that include a Send an Alert rule now load properly
Forms: Fixed some fields being remembered by a Save & Next rule when they weren't supposed to be

Improvements
Actions: Group admins can always edit all fields in the group and all fields for any action in the group regardless of any other setting
Actions: If an action from a template is not marked as editable, group admins cannot give non-group admins editable permissions
Actions: Editable checkboxes always start checked when creating a template or action in a template

Bug Fixes
Accounts: Various security improvements

Improvements
Forms: Added Submitting User to the table on Forms Home 'Form Entries Requiring Your Approval'
Accounts: Other minor improvements and fixes throughout the site

Bug Fixes
Forms: Fixed an issue with draft assignment to supervisors from Certifications

New Features
Attendance: Added a Display Page for TV screens and other large displays

Improvements
Documents: Added progress indicator spinners when an element is loading data
Documents: Speed Optimizations
Documents: In user dropdowns, users with the same First and Last names now have their username appended at the end for clarity
Attendance: The last log-in attempt from a device in the Attendance Log is now remembered for faster log-out
Dashboard: Speed Optimizations

Bug Fixes
Forms: Fixed certain special characters preventing saving during Bulk Edit in Manage Entries
Forms: Setting a Field Name when copying a Field now properly checks for banned system field names to prevent duplicates
Forms: You can once again set the value of an HTML Text Box field to the value of another HTML Text Box field
Assets: Fixed an issue when attaching Form Entries while completing more than one task

New Features
Forms: New Rule Action - Configure Submittal Message, which allows for post-submission buttons
Assets: New Task Trigger Type - Every Business Day, that runs Monday through Friday and skips weekends
Attendance: Added a new module that, when paired with Forms, serves as your digital sign-in sheet, with options to log in via a QR code and account for people during a muster event
People: When batch submitting a Certification, added ability to Show All Users, allowing selection of users who don't have a current requirement for completing that Certification

Improvements
Forms: You can now choose a user from a User Select Field for a Send an Alert rule action
Documents: Folders can now be bulk edited

Bug Fixes
Documents: Fixed being able to save edits to a Folder's name when only a letter's case is changed
Documents: An error message is now properly shown when dragging and dropping more than 20 files at a time onto a folder / upload modal
Forms: Fixed Datatables filters resetting when editing an entry in Manage Entries
Forms: Ensured View Entries shows Approval Status for entries
Forms: Fixed Signature Fields in draft entries so that signatures must be cleared before they can be edited after opening a draft
Forms: Fixed an error that could happen when canceling an entry with a Date field selected
Forms: Auto-save on Drafts now triggers if only a Date Field is changed
Forms: Auto-save now retains content for HTML Text Boxes
Forms: Fixed Bulk Editing of Dropdown and Radio Fields
Forms: Auto-save Drafts now properly trigger on Public Forms
Forms: Fixed HTML Text Boxes sometimes not loading if there are multiple HTML Text Box fields
Forms: Rule Action Show Save and Next works on Public Forms again
Forms: Fixed not being able to delete entries created from a Dashboard link
Forms: Forms should more consistently scroll to the top of the page after submission on mobile devices
Forms: Fixed ability to remove an image / file upload during entry edit
Assets: Mandatory indication now shows when task completion requires a file upload

Bug Fixes
People: Fixed an issue with user-uploaded certification attachments
Documents: Fixed Document Previews for PDF files not working

New Features
Forms: New Dashboard Widget - Draft Entries Assigned to Me

Improvements
Forms: Added Full Name option to User Account Field that combines First Name and Last Name
Forms: When using Delete All Entries on a Preview Mode Form, the confirmation dialog now includes the Form Name
Forms: Changed heading shown on Forms Home "In Progress Entries Assigned to You" to "Draft Entries Assigned to You"
Forms: Users without any Forms permissions are now still able to view draft entries assigned to them
Forms: Allowed for a Change Value rule to apply a value to the Typed portion of a Signature field
Forms: Files attached via a File Upload filed are now able to be downloaded immediately after upload prior to submission
Actions: Added a note to the Title for Group field regarding how groups can behave relating to automated Certification Role assignment
Documents: Added an info button at the top right to explain Folder / icon differences
Documents: When creating / editing a document or uploading a new revision, you can now click on the text of Advanced Options to check the checkbox
Dashboard: You can now click on Dashboard Widget's bottom button with the mouse wheel to open the link in a new tab

Bug Fixes
Assets: Forms embedded in Asset Tasks now honor a change value rule that sets another field to the value of a User Account Field
Assets: Task History now shows all corrective actions created by the task, instead of just the last one

New Features
Documents: Added ability to edit Folder settings from within the Folder
Accounts: Added Account field Home Page, allowing users to set any page within their KAStrack install as the first page they see after logging in
Forms: New Rule Condition - Is not valid in certification role
Forms: Added an Overview page to all Forms

Improvements
Reports: Added a filter for columns in the Custom Report Wizard
Accounts: Accounts with an uploaded User Photo will now see their photo next to the username at the top right of the screen, as well as within the Documents Module
Forms: Added error check when importing Form Entries with strange characters like an ellipsis, degree sign, etc.
Forms: Renamed Rule Condition "Is green in certification role" to "Is valid in certification role"

Bug Fixes
Assets: Task History now shows all Forms when multiple Forms are attached to an Asset Task
Database: Copying a Database now properly copies Tags to the new Database
Reports: Fixed an issue with AND / OR conditions used among Dynamic and Regular Restrictions in Custom Reports
Forms: Restored visibility of Validation settings for Dropdown fields
Forms: Fixed an error when loading files from File Upload / Image Fields where the file had a special character in the filename

New Features
Assets: Added ability to download all files attached to a maintenance task completion
Assets: Added ability to require and attach Form Entries completed in Forms to an Asset Task
Documents: Added ability to drag and drop a Document onto a Folder to upload it to that Folder
Forms: Added ability for Dropdowns, Database / Form Reference Fields, and User / Role Select Fields to accept multiple values

Improvements
Documents: Acknowledging a Document now forces the user to view the Document before acknowledging
Documents: Alphabetized the list of Folders in the Move To modal
Forms: Calculated Fields now sort numerically in Manage / View Entries and Reports
Forms: Added columns to Forms Home for Drafts and Pending Approvals

Bug Fixes
Assets: Fixed ability to update the completion date of a meter reading
Forms: Importing Fields via Manage Entries now checks for duplicate Field Names
Forms: You can once again import Form Entries with blank Date or Date / Time fields
Forms: Fixed Read Only Fields not always playing nice with the Change Value rule action
Forms: Copying a Form now properly copies limits via "Value from a Field" in Database / Form Reference Fields
Forms: Sorting Database / Form Reference Fields by EntryID works again
Forms: Made special characters cooperate better when used on a Pretty PDF
Forms: Made Date and Date / Time fields honor their KAStrack-defined format when shown on a Pretty PDF

New Features
Documents: Added tags and security/visibility options to Document Folders
Documents: Added ability to choose whether a Folder is Public or Private; only Public Folders can be accessed through a QR code
Documents: Subfolders, on creation, now inherit any Defaults set on the direct parent Folder
Forms: Added ability for User Select field to display Certification Roles and Access Levels, and renamed it the User / Role Select field
Forms: Added ability to save drafts on Public Forms
Forms: Created a new page for each Form to manage Drafts
Forms: Added ability to Save and Assign Drafts to external email addresses
Forms: Added ability to add a CSS class to any Field, for classes defined in the Edit Form settings modal
Forms: New Rule Action - Add/Remove CSS Class

Improvements
People: Renamed "Attachments" to "Supporting Attachments" on Certifications
Assets: You can now filter tasks on the Task Schedule page by their tags
Documents: Changed "Rename" in Folders 3-dots Menu to "Edit"
Documents: Changed "Metadata" in Folders 3-dots Menu to "Defaults"
Documents: Folders with Defaults set are now represented by a Folder with a gear icon on it, instead of the Folder turning blue
Documents: Documents and Folders that are set to Public now have their icon change from green to blue
Documents: Search and Tag Filter on Documents Overview page now includes Folders
Forms: Image fields now support .webp image files
Forms: When importing entries, you can choose Database / Form Reference fields and User / Role Select fields to import as IDs instead of as text
Forms: Added a filter to the Rules page
Forms: When copying a Field, you can now set both the Field Name and the Displayed Label
Forms: Updated the Validation picker on Fields and in the Change Validation Rule Action so that it includes Optional / Mandatory in its display
Forms: When on Manage / View Entries, if Datatables is enabled, you can now choose to show / hide columns in the table
Forms: When adding / editing a Field, the screen will scroll to that Field on save
Forms: Added "Currently Assigned User(s)" to users who can sign a Signature Field
Accounts: Group headers in various dropdowns across the site can now be collapsed / expanded
Accounts: Changed default behavior on various "Are you sure you want to close?" modals across the site to be Cancel
Reports: When viewing a System / Custom Report, if Datatables is enabled, you can now choose to show / hide columns in the table
Courses: Questions can no longer be saved if there isn't at least one correct answer listed

Bug Fixes
People: Certification completion no longer logs two entries when a Form-based Certification had been intermittently saved as a draft
Assets: Embedded Forms with a Previous Value Field no longer show as No Value when previous value was actually zero

Bug Fixes
Forms: Fixed a minor bug relating to importing entries

New Features
Documents: You can now edit your own comments made on a Document
Documents: You can now delete your own comments made on a Document
Forms: Added 3-dots Menu option for Fields "Include in Section"
Forms: Added 3-dots Menu option for Section Start Fields "Copy Entire Section"
Forms: Added 3-dots Menu option for Section Start Fields "Delete Entire Section"
Forms: You can now click on Form Fields' names to highlight them, and use the drag handle to move multiple fields
Tags: Added Session Expiration Warning for Tags
Dashboard: Added Session Expiration Warning for Dashboard
Dashboard: Completely redesigned the Dashboard module
Dashboard: You can now update your Dashboard without needing to enter an explicit "Edit Mode"
Dashboard: You can create new Dashboards via the plus icon in the Dashboard tabs row
Dashboard: You can rearrange the order of Dashboard tabs with drag and drop
Dashboard: Rearranging Dashboard tabs rearranges their position on the Left Side Bar automatically
Dashboard: A 3-dots Menu next to the active Dashboard's name in the middle of the page allows you to make various changes to this Dashboard
Dashboard: You can add new widgets to the Dashboard via the "Add Widget" button on the right of the page
Dashboard: Widgets now consist of three types: Speed Dial, Module Summary, and Chart
Dashboard: Widgets in the main area of the Dashboard can be rearranged using drag and drop
Dashboard: On mobile devices, drag and drop of Widgets is disabled in favor of movement buttons in the Widget's 3-dots Menu
Dashboard: The information in the "Legend" that was at the bottom of the old Dashboard is now contained in an "Info" button at the top right of the page
Dashboard: More information has been added to the "Info" button
Dashboard: When editing the Dashboard's properties, you can control whether or not to show the "Info" button for that Dashboard
Dashboard: A user's Dashboards must now have unique names
Dashboard: Instead of clicking on Widget names, there is now a quick link at the bottom of Module Summary Widgets that take you to the Module
Dashboard: Speed Dials that were previously placed on the right side of the page have been relocated to a floating button at the bottom right of the page
Dashboard: You can now edit a Speed Dial widget via the widget's 3-dots Menu
Dashboard: For floating Speed Dials, click the floating button to see your links as well as the edit button
Dashboard: Speed Dial links to Documents now use the fancy React Document preview modal
Dashboard: Speed Dial links to Forms now load the webform page instead of a popup
Dashboard: Chart widgets now have a link button next to their name that takes you to the underlying report data
Dashboard: You can now view a Chart widget in a popup modal via the widget's 3-dots Menu
Dashboard: The Forms Module Summary Widget's links to Forms now load the webform page instead of a popup

Improvements
Documents: Alphabetized list of Users and Access Levels in various dropdowns
Documents: Raised limit for characters to support longer filenames
Documents: You can now click on hierarchical subfolders in Document Details to quickly navigate to that folder
Tags: Alphabetized list of Users and Access Levels in various dropdowns
Forms: A Change Value rule that prefills from a previous entry can now map more field types to a Read Only Field
Forms: You can now set a Database / Form Reference Field to the Database / Form you're currently working with (i.e., self-referencing)
Forms: The Edit Form modal has been reorganized with settings grouped into expandable / collapsible headers
Forms: You can now abandon a saved draft that is open in front of you
Forms: Form / Database names can no longer contain leading / trailing spaces, underscores, and hyphens, nor apostrophes, quotation marks, or the hash symbol
Forms: Field names now can only contain a-z, A-Z, 0-9 characters, and non-leading / non-trailing spaces, underscores, and hyphens
Forms: A record is now kept in a Form Entry's Audit Log if the Entry originated in a Document or via the Dashboard
Forms: HTML Text Box Fields can now be edited using Bulk Edit in Manage Entries
Forms: Added ability to filter User Select Field by Users, Cert Roles, and Access Levels

Bug Fixes
Forms: Fixed issues with Date and Date/Time Fields cooperating with Change Value Rules
Forms: Copying Fields now properly warns against using blocked characters
Forms: Copy Previous Entry Fields now properly copy a User Select Field
Forms: User Select Field can now have a default value
Forms: Apostrophes in Rule Conditions now properly save
Forms: Fixed Calculated Fields still showing decimals when the decimal place setting was set to zero
Documents: Resolved jumping to the top of the screen when editing a Document or uploading a new Revision
Documents: Fixed Review page's Updates tab not allowing you to see all updates
Documents: Fixed a routing issue with some Document short links
Assets: When an Asset is deleted, Forms associated with the Asset are now properly disassociated upon deletion of the Asset
Assets: Fixed an issue preventing Generate Every Asset Tasks that used a Years unit from generating tasks
Accounts: Fixed an issue where an Account's Last Active Date was showing the month digit instead of the minute
Accounts: Fixed an issue where some users' Last Active Date was setting to the time they received a nightly report
People: Tags can once again be removed from a Certification Role
People: You are once again able to add Certifications with restrictive tags you can see to Certification Roles

Improvements
Forms: Changing the value of a text-based field to the value of a User Select Field now uses the name and username, instead of the User ID

Bug Fixes
Forms: User Select Fields now use name and username in emails instead of the User ID

New Features
People: Added ability to set specific additional users to receive all Certification submitted, approved, and/or declined notifications
Reports: Added a section in Custom Reports to allow for dynamic, date-based filtering restrictions

Improvements
Forms: Renamed rule action "Create an Action Group" to "Create an Action Group from Template"
Forms: Added ability to sort Copy Previous Field and Form / Database Reference Fields ascending or descending
Forms: Added a Note on Rule Actions when they can run
Forms: The list of approvers for a Form Entry that is Pending Approval now updates when adding / removing user, roles, and/or Access Levels to the approval rule action
Assets: Renamed task setting "Always Show on Dashboard" to "Always Show on Assets Home"
Documents: Prevented users from creating / moving a Document into a folder where there's another document with the same name
Documents: Added Deletion Warning for Documents used in Form Rule Action "Use an Alternate PDF Entry"
Documents: Added Deletion Warning for Documents used in Courses

Bug Fixes
Forms: Classes now can be cleared from a Section Start field
Documents: Fixed issues with entering a "Search by date" on the Updates tab of the Review page
Accounts: Fixed an issue where a Registration Profile could create a supervisor loop error

Improvements
Accounts: Made it clearer what happens when going to a registration link while logged in

Bug Fixes
Accounts: Using the Update Account/Login page of a registration link now actually logs you in

Improvements
Documents: Previewing public Documents now uses a full-screen modal on mobile and tablet devices
Documents: When viewing public Documents, clicking the filename now previews the file; Document Details are now displayed by clicking the "i" icon
Documents: Improved size-responsiveness for viewing public Documents on mobile and tablet devices
Tags: Improved size-responsiveness for viewing public Tag results on mobile and tablet devices

Bug Fixes
Documents: Public Documents and their Folders are now listed alphabetically on mobile and tablet devices
Reports: Fixed an issue with row highlight styling
Forms: Fixed an issue with the Use an Alternate Filename rule and its interaction with entries sent to emails via other rules

Improvements
Forms: Added ability to clear Pretty PDF Cache for individual entries via Manage Entries
Forms: Added option in Rule Action "Change Value of a Field" to set a field to a "Relative Date/Time" using 'strtotime'
Forms: Added filter to the Form Fields page
Forms: Forms with Section fields now support using CSS Classes defined in the Edit Form modal for styling
Forms: Optimized Form Entry load times
Forms: If a Form is set to be visible on a user's Dashboard, they will now be able to fill out entries from Forms Home without needing other permissions
Inventory: Added QR Codes for an Inventory's Categories
Communications: Send Communications Log now tracks Read Receipts from all users attached to an email

Bug Fixes
Documents: Ensured a more consistent front-end experience for Employee users
Tags: Multiple Tags can now reference the same Certification Role again

New Features
Documents: File counts have been added to Folders
Actions: Actions in the Basic workflow now have the option to be able to be re-opened after closing
Forms: New Field Type - HTML Text Box
Forms: New Field Type - Read Only Field
Communications: Notification histories now show read receipts for communications sent via email
Reports: Added ability to set default sort method for Custom Reports
Reports: Forms Custom Reports now support Calculated Fields
Courses: Admins with access to Course Stats can now advance users beyond "must-watch" videos

Improvements
Dashboard: Changed the wording in the Documents widget for status "Reviewed but not yet approved" to "Reviewed but not yet published"
Accounts: Logged Out Footer now shows on the Forgot Password and Registration / Update Account pages
Documents: The browser forward button now navigates forward through previously backed-out-of Document Folders
Documents: Refreshing the browser now stays in the same folder instead of returning to the root folder
Forms: You can now customize logged-in Forms with CSS styling in the Edit Form modal just like Public Forms
Forms: After creating / copying a Form or Database, you are now taken straight to the Form / Database Fields page
Forms: Added Entry ID to the View Entry, Edit Entry, and Audit Log modals
Forms: On the Fields page of a Form, removed the "View Field" option from a Field's 3-dots Menu
Forms: Field names can no longer contain leading / trailing spaces, apostrophes, quotation marks, or the hash symbol
Forms: Emoji characters can now be used in Radio and Dropdown fields
Forms: All Forms / Databases must now have unique names
Forms: Single Value View Only reference fields can now be used by a Calculation Field
Forms: When importing a CSV of entries, added a warning when blank entries are present that they will be ignored
Forms: If an import of CSV entries is missing a column that has a default value, that default value is now used for that column for all imported entries
Reports: The report People: Certification Status by Certification Role now lists the selected Company and Role when exporting the report

Bug Fixes
Assets: Resolved an issue with asset setting "Allow users in expired certification roles to complete tasks"
Documents: Uploading a single file to a folder with Metadata now correctly includes the file extension
Documents: Editing a document no longer removes users you cannot see
Documents: If a user with no Documents module level goes to Documents URLs, they are now correctly redirected to the Dashboard, instead of being signed out
Documents: Fixed an issue where the Edit Documents modal would sometimes hide a Document's Owners
Forms: Instead of on saving the Edit modal, an Entry's Audit Log now lists that the entry was edited if actual changes to the entry took place
Forms: Updates to a Calculated Field's Value now correctly impact Reference Fields that are limited by the Calculated Field's Value
Tags: The "Visible To" setting can no longer be left empty when creating a new tag with permissive/restrictive visibility
Tags: Preview of photo Documents is now properly resized

Improvements
Documents: Document Acknowledgements and Approvals now show timestamps in a Document's details
Documents: URL files now launch a preview modal like other documents, but that modal includes a button to launch the URL in a new tab

Bug Fixes
Documents: When viewing a folder's public documents while logged out, the documents no longer open in a separate tab

New Features
Accounts: Redesigned the "logged out" Reset Your Password page shown to users who must create a new password after clicking an emailed Reset Password link
Accounts: Redesigned the Invalid Email Verification Link page
Accounts: Added ability to have a unique custom footer for logged-in vs. logged-out pages
Forms: Added ability to bulk export Entries via CSV
Forms: Added ability to bulk import new and modified existing Entries via CSV
Forms: Added option in Fields' 3-dots Menus to Add Field Below the current field
Forms: New Rule Condition - Is Updated
Forms: New Field Type - Image
Forms: Added Form Aggregation tool for Admins to aggregate data from multiple repetitive Forms that use similar fields and a naming scheme
Reports: Added ability to export Report data to Microsoft's Power BI
Reports: Added new table "Supervisors" for use in People Custom Reports

Improvements
Accounts: Changed the tabbing order on the Login Screen, so hitting Tab after entering your password next focuses on the Login button instead of Forgot Password
People: A Certification's Associated Users page now additionally shows users with a non-required completion of the Certification|
Forms: Entries that have been assigned to a user from a People Certification via a Save Draft and Assign rule action, when submitted, will now complete the Certification for the initiator of the entry
Forms: On Manage Entries, added button to disable Datatables View
Forms: User Select Field can now be made to show all users, instead of only users you can see
Forms: Database/Form Reference Fields now properly truncate in Manage/View Entries like other fields with a lot of content
Forms: Calculated Fields now ignore all characters except digits, decimals, and minus signs
Forms: Added a warning to the Fields and Rules pages when a Form is Live
Communications: Changed the order of "Replace" and "Add" in the Choose a Template modal for Send Communication
Inventory: If an Inventory has no unique items, options for unique items are now hidden in the Inventory's 3-dots Menu
Inventory: Stock editor no longer allows negative stock
Inventory: Added location names to Inventory QR Codes
Inventory: Added a warning when a stock item's part type is not generic or unique
Inventory: Added a QR Code page of potential location combinations

Bug Fixes
Forms: Fixed a gap appearing between Field Type and Add Blank for Database/Form Reference Field setups
Forms: Left Join setup for a Reference Field now only allows joining to Databases / Forms that allow integration
Forms: Save Draft and Assign rule action's setting to Run Validation now works against Signature Fields
Forms: When a Create a Corrective Action rule is set to the value of a Reference field, it now properly uses the entry's value for that field instead of the Entry ID
Forms: Start Hidden now works for Calculated Fields
Forms: Fixed the formatting of Information fields with lists
Forms: Database reference fields with limits that are set by another field now work when a user doesn't have access to the forms module
Forms: Change Value to Previous Entry rule action now works on Public Forms
Forms: Clicking outside of all modals now shows a confirmation message
Forms: Calculated Fields are now properly formatted in the Manage Entries -> View Entry modal
Communications: On the Account Settings page, Custom Reports' names no longer show as code
Documents: Users without permission to delete files now see an error message when they try to bulk delete
Tags: A tagged Chart you can see should now properly show in Search Tagged
Actions: Action templates are not honoring the relative due dates when the due date is left blank in the template for the 'Apply to people certificate role' feature
Inventory: Calculated Fields now work properly in Inventories

New Features
Accounts: Redesigned the Welcome page, shown to new users whose accounts need approval and/or email verification
Accounts: Added yellow notification dots on the left side bar
People: Added yellow notification dots on the left side bar
Documents: Added yellow notification dots on the left side bar
Documents: Added toggles when bulk editing Documents, to allow for greater control over which fields get edited
Forms: New Field Type - Calculated Field
Forms: New Field Type - User Select
Forms: New Rule Condition - Is Blank
Forms: New Rule Condition - Is Not Blank
Forms: New Rule Action - Create an Action Group
Forms: Change Value rule action can now set a field to "A value from the previous entry in this form" or "A value from an entry in a form/database field"
Tags: Redesigned the public facing Tags search page

Improvements
Accounts: Improved error messaging when creating an account from a registration form
Documents: The browser back button now navigates backward through Document Folders
Documents: When uploading or editing multiple Documents, a document count now displays on the ensuing upload / edit modal
Documents: Added a Copy QR button to a document's QR Code / Links modal
Forms: If different from the Field Name, a field's Displayed Label now shows under the Field Name on the Form Fields page
Forms: For draft-enabled Forms, the Audit Log now only shows during entry submission after at least one draft has been saved

Bug Fixes
People: Pressing the delete button on the Pending Approvals page works again
People: Fixed an issue that blocked People imports from working
Documents: A Document's Revision Date can once again be cleared
Documents: Setting a Review Date without a Reminder Date no longer automatically sets a Reminder Date of 1/1/1970
Forms: After being taken to the Form Rules page for setting up signatures/sequential number fields, the page no longer shows the new rule setup modal every time you refresh the page
Reports: Fixed some public reports saying you are unauthorized to see them
Tags: Shared charts that are tagged now properly display in the Searched Tagged results
Accounts: Fixed an issue that blocked Account imports from working

New Features
Documents: Added Session Expiration Warning for Documents
Documents: Added ability for the 360° Viewer to transition to .gif, .bmp, and .webp type 360­° images
Forms: The Manage Entries page now features the ability to Bulk Edit entries
Forms: With Bulk Edit enabled in Manage Entries, you can select several entries and Bulk Delete them
Forms: Added ability for the Send an Alert rule action to send to an external address, either fixed or from a Form Field
Tags: Completely redesigned the Tags Module
Tags: Renamed the page "Search by Tag" to "Search Tagged"
Tags: Removed the "Categories" page
Tags: Renamed the page "Manage Tags" to "Manage", and folded in Category management
Tags: Documents in Search Tagged now use the updated preview box from Documents
Tags: Added new Preview function when creating a Tag or Category
Tags: On the Manage page, View Tag has been renamed to QR Code / Links in a Tag's 3-dots Menu
Tags: Added ability to create Shortlinks for a Tag's QR Codes in the QR Code / Links modal
Tags: On the Manage page, Edit Tag and Edit Permissions have been combined as a single item Edit in a Tag's 3-dots Menu
Tags: On the Manage page, added ability to quick Search Tagged from a Tag's 3-dots Menu
Tags: On the Manage page, added ability to quick Add Tag from a Category's 3-dots Menu
Tags: Tag Titles now support Unicode, including emojis

Improvements
Dashboard: Renamed the Budgets Module Summary Widget to Finance
Dashboard: Replaced the Finance Module Summary Widget on the Default Dashboard with Forms for new default Dashboards
Dashboard: The Forms Module Summary Widget now includes number of assigned Draft Entries
Accounts: Renamed the "Admin" tabs under modules to "Settings", and any "Settings" pages within them to "Module Settings"
People: Implemented general optimizations throughout the People module to make things run smoother and faster
Documents: Improved the Session timeout experience for Documents
Documents: A folder can no longer have the same exact title as another folder within its same directory
Documents: A file can no longer have the same exact title as another file within its same directory
Database: Alphabetized all databases on Database -> Home
Forms: Rule Actions are now grouped into categories
Forms: Manage Entries now tells you which entry you're about to delete
Forms: You can now use the Typed Signature Field as the base of a Change Value rule action
Forms: Optimized the Signature Field draw box on mobile devices
Forms: An Entry's Audit Log now contains all sent alerts
Forms: Save Draft and Run Step rule action can now alert the initiator if the chosen step to run is No Step
Forms: Do Not Allow Submission rule action can now be told to not run when editing an entry
Forms: Choosing "Delete All Entries" for a Preview Mode Form now resets all Sequential Number Fields' counters to zero
Courses: When adding a Document to a page, you now have the option of whether or not to use the Document's latest revision
Courses: Added a Save All button when setting up answers in bulk for Multiple Choice questions

Bug Fixes
Assets: Duplicating an Asset now properly copies its Asset Type Field data
Assets: Made improvements to suggested Task Files
Forms: When uploading multiple files to a File Upload field, the progress bar once again shows for all files
Forms: Context Sensitive Help buttons now show on Forms again

Bug Fixes
Assets: Fixed an error on the Asset Reports "Tasks Due in the Next" and "Tasks Due By"
Accounts: Added a patch for a third party component that handles loading of URLs with spaces

New Features
Documents: Logged-out Documents View can now show folders and subfolders that contain public Documents

Improvements
Documents: Optimized the logged-out Documents View for tablets and mobile devices

Improvements
Courses: Made users' sessions automatically extend when watching a video as part of a Course
Reports: Added option to show Candidate Users on the "People: Certification Status by Certification Role" report

Bug Fixes
Courses: Fixed Session Expiring Soon warnings not showing when taking a Course
Assets: When "Show archived assets" is enabled on the Manage Assets page, unassigned child components that are archived are once again visible to users assigned to the parent asset
Assets: Fixed tasks not showing if a user was assigned to a subcomponent of an Asset's component
Communications: Resolved issues with Nightly Reports not being sent when they had large attachments
Forms: Ensure the Create a Corrective Task rule action was working in all scenarios

New Features
Accounts: Added ability for KAStrack Admins to customize the side image on a site's login screens

New Features
Accounts: Completely redesigned the Login experience
Accounts: In Site Settings -> Registration, added Notes fields that can be shown when someone uses the Registration Profile link
Forms: Added "Displayed Label" to Form Fields to differentiate from Field Names
Forms: Added ability to mail-merge in data from Form fields within various Form features using the pound/hash symbol
Forms: Added ability to limit a Database / Form Reference field by Entry ID
Forms: Added ability in Database / Form Reference fields to Left Join by Entry ID
Forms: Added ability in Database / Form Reference fields to chain Left Joins off of each other
Reports: New System Report - People: Certification Status by Certification Role
Inventory: Added New Module that, when paired with Databases, can log stocked inventory across various warehouses and other customized locations

Improvements
People: Several memory optimizations were made
Assets: Corrective Tasks are now linked in Task History
Assets: Completed tasks now have clearer styling
Forms: Rule Action "Send an Alert" can now include files from an Entry's File Upload Fields
Forms: Database / Form Reference fields can now be set to View Only, which will show all values by default, with option to Force Single Value
Forms: Left Joins in a Database / Form Reference Field can now be named, allowing their data to be shown in a field's pattern
Forms: Rule Action "Create a Corrective Action" can now specify the number of days an action should be deferred for
Forms: Added settings to the Rule Action "Create a Corrective Action" to pre-fill fields on an attached follow-up form
Forms: File Upload Field error messages for max file-size and acceptable file extensions now show on Public Forms
Forms: A Dropdown / Radio field with open options can now not be saved until all options are saved and closed
Courses: You can now set multiple correct answers for Free Text questions
Courses: Users no longer need a Courses module level to be able to take a Course as part of a People Certification
Courses: Documents (that are not hidden by Tags) can now be seen in Courses by users without a Documents module level

Bug Fixes
People: Ensured the Certification Roles page was properly alphabetized
Documents: Changing pages / folder once again snaps back to the top of the page
Forms: Date Fields once again show properly in the View Entries Report
Communications: Fixed an issue with emailed nightly reports saying you are unauthorized to view module content
Reports: Copying a Report now correctly copies who is permitted to view/edit as well as Tags

New Features
Forms: Added ability to customize the Form Submission Message in the Form's settings
Forms: Added ability to customize a Public Entry Form's CSS in the Form's settings
Forms: New Field Type - Copy Previous Entry Field, which allows you to import data for some or all fields on the Form from a previously submitted entry
Forms: Added the ability to require multiple signatures from various users on the same Form Entry
Forms: New Rule Action - Save Draft and Run Step, which runs the chosen Save Draft and Assign rule and sets the state to that step; this action can also be used to run "No Step", which saves a draft and sets the initial state as if no step has been run
Forms: New Rule Condition - No Step, which can be used to specify rules that should be run before any steps have been run
Forms: New Rule Condition - Submitted, which can be used to specify rules that should be run when editing the entry after it has been submitted
Forms: Entries now show an Audit Log present on the entry if that entry is saved as a draft, logging changes to signature fields and assignments; this Audit Log is preserved in an Entry's 3-dots Menu in Manage Entries after submission
Forms: Added ability to lock Form Fields after a Signature Field has been signed

Improvements
Documents: When Acknowledging a Document at Login, a preview is now available for all standard filetypes
Documents: Made clear the Max File amount for uploading new documents and revisions
Forms: Manage Entries: View Entry in an Entry's 3-dots Menu shows only the fields not hidden by the Form's Show/Hide rules, if there are any
Forms: View Entries: View Single Entry (accessed by clicking on an Entry) shows only the fields not hidden by the Form's Show/Hide rules, if there are any
Forms: Added ability to validate fields when using Rule Action Save Draft and Assign
Forms: Rule Action Save Draft and Assign can now assign the draft to the User Who Initiated the Entry

Bug Fixes
Forms: Editing an Entry with a Save Draft and Assign rule action active no longer causes an error
Forms: Manage Entries: Add Entry button now shows available drafts
Forms: Fixed an issue with Date/Time fields when viewing a Form Entry as a Pretty PDF
Forms: Fixed an issue with Form/Database Reference Fields that used multiple limits
Assets: Bulk Assign / Unassign Assets tool loads properly once again

New Features
Dashboard: Added ability to create a Speed Dial on the Dashboard that houses custom quick links to a KAStrack Form or Document, or an external URL
Assets: Added tags and security/visibility options to Assets Tasks
Documents: Completely redesigned the Documents module
Documents: Renamed the page "MOC / Review" to "Review"
Documents: Removed the "Groups" page
Documents: Converted Groups into Folders, which can have Subfolders
Documents: Folders have a QR Code, that when accessed by a logged-out user, show all public, untagged Documents in that Folder
Documents: You can set Metadata for Folders to function as a Template for Documents uploaded into that Folder
Documents: If you drag a Document from your computer to the right side of the Documents page, you can upload the Document directly inside of the current folder
Documents: If you drag a Document from your computer to the left side of the Documents page, directly over an existing Document, you can upload that file as a new revision for the Document you dropped it onto
Documents: Revamped Shortlinks for Documents, and added the ability to make Shortlinks for Folders, in the QR Code / Link option of the 3-dots Menu
Documents: Streamlined Comments for Documents
Documents: You can click the checkboxes on the left of the Overview page to select multiple Documents / Folders and bulk edit, move, or delete the selected items with a 3-dots Menu at the top of page, or via the floating button on the bottom right corner of the page
Documents: A preview is shown in the View modal for all Documents of standard filetypes; .bmp, .webp, .webm, .jpg, .jpeg, .png, .gif, .svg, .pdf, .ogg, and .mp4
Documents: Non-standard filetypes offer a download button in place of a preview, except .url files, which go directly to the linked website
Documents: Updated language used in the Dashboard Documents Widget
Documents: You can now filter documents by those marked as favorites
Documents: Certification Roles and Access Levels can now be set as Approvers, Acknowledgers, and persons to be Notified of new revisions, and are also now able to be a Document’s Owner
Forms: Added a simple CSS Editor interface to Section Start fields' setup
Forms: Added ability for Forms / Database Reference fields to be able to Left Join, which allows you to show data from multiple Forms / Databases that share a common field
Forms: New Rule Condition - User - Username
Forms: New Rule Condition - User - Full Name, which matches against the logged in user's First and Last Name on their account
Forms: New Rule Condition - User - Is green in Certification Role
Forms: New Rule Condition - User - Not member of Certification Role
Forms: New Rule Condition - User - Does Not Have Access Level
Forms: New Rule Condition - User - Is Supervised by (direct), which matches against the logged in user's direct supervisor
Forms: New Rule Condition - User - Is Supervised by (all), which matches against any of the logged in user's supervisors
Communications: Added "Require Acknowledgement at Login" to the Send Communications Attachment Table
Tags: Added new and improved Tags Category styles

Improvements
Forms: After creating a new field of type Signature Field or Sequential Number, you will now be prompted to create their associated Rule
Forms: An Asset Type / Asset Type Field used on a Form can no longer be deleted in the Assets module until it is disassociated from that Form
Forms: Rule Action "Send an Alert" can now attach the Form Entry as a PDF
Forms: Field Types are now categorized by groups to make them easier to find
Forms: Added plus / minus buttons to Manage / View entries to respectively expand / collapse all cells that have a "More..." button truncating large data

Bug Fixes
People: Fixed an issue that overlapped information when printing a page
Assets: Copied Assets now also copy their tags
Forms: Copying a Field/Rule now checks for a unique Field/Rule name
Forms: Improved Fields appearance on Forms in Mobile Views

New Features
Forms: Added ability to enable manual Saving of Draft Entries
Forms: Added ability to enable automatic Saving of Draft Entries that saves after any field has been updated
Forms: New Rule Action - Save Draft and Assign, which allows the current Draft Entry to be assigned to someone else to complete, or further assign
Forms: You can now specify users to have permission to be able to edit entries that are pending approval
Forms: New Field Type - Hidden Field, which cannot appear on a Form, but can have value assigned to it via a Change Value rule
Forms: Text and Text Box field types have new setting to make entered contents ALL CAPS
Forms: Database / Form Reference field types have new setting to Add Blank option in their dropdown lists, allowing these fields to be compatible with validation
Forms: New Rule Conditions - Is / Is Not Signed, that works specifically with the draw box of Signature Fields
Forms: General rule conditions can now work with a Signature Field's "Please type your name" box
Forms: New Rule Condition - User; Is a member of certification role
Forms: New Rule Condition - User; Has access level
Forms: New Rule Condition - User; Is logged in
Forms: New Rule Condition - User; Is not logged in
Communications: When applying a Communication Template, you can now choose whether you'd like that Template's attachments to Add to / Replace all Documents already attached

Improvements
Dispatch: Approval can now be required to change status to Cancelled or Archived
Dispatch: Added Cancelled and Archived status options to the Approval Filtering page
Dispatch: When choosing a time for an Itinerary Waypoint / Activity, you can now specify the time-zone
Forms: On the Fields page, Sections and Tabs fields now have guidelines to make them easier to see
Forms: When creating a rule, only Rule Conditions relevant to the chosen field are now shown
Forms: Upgraded Rule Action "Change the Value of Fields" to support prepending, setting, and appending values to fields

Bug Fixes
Documents: Notification of Continued Suitability Review has returned to sending just one email instead of two
Forms: Copying Fields and Rules is behaving itself once again

New Features
Forms: New Field Type - Signature Field, where you can require a drawn signature on the Form Entry at the time of submission, with optional 2-Factor Authentication
Forms: New Field Type - Tabs Start and Tabs End, that allow you to tabulate Sections by placing Tabs Start and Tabs End fields around sets of Section Start and Section End fields
Forms: Added ability to clear the PDF cache of Forms that are linked with a PDF, allowing more control over which revision of the PDF viewed entries are loaded in
Courses: Added ability to require complete viewing of a video to advance to the next page of a Course

Improvements
Forms: Form Rule "Send an Alert" can now alert the user who submitted the entry
Forms: Form Rule "Require an Approval" now lets you decide which of the listed Approvers to notify of new approval requests
Forms: Added ability to De-duplicate results from Form/Database references
Forms: Added ability to show Single Value only for Form/Database references
Communications: Users without the proper permissions no longer see the Send to Communications buttons in Dispatches and Forms' Manage Entries
Courses: You can now allow course takers to select more than one answer to a question, regardless of how many correct answers there are
Courses: Added support for answers "All of the Above" and "None of the Above" in Multiple Choice questions

Bug Fixes
Documents: The ability to download documents from the MOC / Review page has been fixed
Actions: Clicking on a Document attached to an Action now downloads the Document again
Forms: Fillable PDFs with an unchecked Checkbox field now show the empty Checkbox

New Features
Dispatch: Added ability to mark an Incident on any Waypoint/Activity
Dispatch: Added option to require a Form Entry be submitted from a specific Form before the Dispatch can be marked Completed
Forms: In Manage Entries, cells with a lot of data are now truncated, and include a 'More' button to expand all cells for that entry
Communications: Added bulk selectors to the Attachments Table
Reports: Custom Reports for Dispatches now support data from Dispatch Itineraries
Integrations: Added Admin ability to setup embeddable sites that can be accessed without leaving KAStrack

Improvements
Accounts: Menu items on the Left Side Bar now strictly open and close, instead of doubling as a link
Forms: Added Webform (popup) button to the Fields and Rules pages
Forms: Added buttons to quickly move between a Form's Manage Entries page to its View Entries Report / View Single Entry Report
Forms: Removed the "Allow Approvals" checkbox from the Edit Form modal so that Approval Actions in Form Rules are now always available to use
Forms: Removed the "Send Alerts to" field from the Edit Form modal, as this functionality can now be achieved in Forms Rules, with Rule Action "Send an Alert" and no conditions
Forms: Database/Form Reference Fields now sort numerically/chronologically when the data is determined to contain numbers/dates, respectively
Forms: Filter option "Creating" renamed to reflect Forms in Preview Mode

Bug Fixes
Accounts: Fixed an issue causing the Sent Notifications table on the Notifications History page to have strange formatting
Forms: Database/Form Reference Fields limited to show certain results now work with numeric comparison operators

New Features
Assets: Added a Pilot Logbook Plugin that, when enabled by KAStrack, will allow specified Assets on a site to be maintained in a more traditional aviation view
Documents: Added ability to download QR Codes of checked Documents in the "With Selected" popup
Forms: You can now use the Rule Conditions "When Entry is Approved" and "When Entry is Rejected" on the same Rule with an OR operator
Forms: The Information field type has been upgraded to allow more customizability when designing the field

Improvements
Assets: When a Task with a Form is completed, the Task History now contains an attached PDF of the Form Entry
Dispatch: Distribution Lists now group Users/Roles by the Pre-defined Distribution List they came from
Dispatch: Loading a Dispatch PDF with a large file-size now has a loading spinner
Forms: Date Fields' format now persists across all types of generated and uploaded PDFs
Communications: The "To" field's options now list Roles ahead of Users
Courses: To prevent issues, multiple choice questions can no longer have duplicate answers

Bug Fixes
Forms: Squashed a bug on the Manage Entries page that could throw an error when Datatables was enabled under certain conditions
Forms: Enabling Datatables on the View Entries Report no longer switches the order of the entries
Forms: Forms with a linked PDF once again allow you to download the View Entries Report in formats other than PDF
Courses: Archived and deleted Users, or Certifications that have been hidden by Privacy, Tags, or have been deleted, are now hidden from the Course Stats page
People: Table Defaults -> People: Users - Fixed an issue where Custom Account Fields used as columns could potentially show data from other Custom Account Fields

New Features
Accounts: Account Export now has an option to include Inactive Accounts
Accounts: Added an Alert Email any time your password is changed
Accounts: Added ability to "Add/Edit Access Level(s)" on the Create and Edit Account Info Pages
Accounts: Added ability to "Add/Edit Supervisor(s)" on the Create and Edit Account Info Pages
Accounts: Added ability to "Add/Edit Certification Role(s)" on the Create and Edit Account Info Pages
Documents: Added ability to create shortened URLs on demand
Forms: Added ability in a Form Entry's 3-dots Menu to "Send to Communications"
Forms: Added new Validation options for optional / mandatory "Decimal"
Forms: Added new Validation options for optional / mandatory "Military Time"
Forms: New Rule Condition - When Entry is Rejected
Forms: New Rule Action - Use An Alternate Filename for Entry PDF
Forms: Added ability to limit Forms / Database Reference Fields options based on specified criteria or content from another Form Field
Forms: Added option on Form Fields to hide those fields from View / Manage Entries
Communications: Added permission-based ability to send communications to external email addresses
Communications: Added functionality to optionally store uploaded attachments in Documents
Communications: Added functionality to optionally designate any attached files as needing Acknowledgement from the Communication's recipient(s)
Reports: Added new Trending tables to People Custom Reports that collect data over time to help visualize certification progress
Courses: Added New Module where administrators can build interactive Courses for their users to take as part of a Certification's Required Activity

Improvements
Dashboard: Renamed Widget from "People - LMS" to "People - Courses"
Dashboard: Widget "People - Courses" now contains Moodle and KAStrack Course Requirements
Accounts: Redesigned the Left Side Bar and Top Bar to look more modern
Accounts: Refined which special characters can be used for Access Levels
People: Refined which special characters can be used for Certifications, Roles, and Companies
People: Using the Supervisor Filter at the top right of People pages now shows that supervisor's deep hierarchy
People: Certifications may now only have a Parent Certification or Child Certifications, but not both
People: When editing a Role's Required Certifications, added columns to show the Certification's "Approximate Training Cost” and “Approximate Training Time"
People: Decimals can now be used for Certification fields "Refresher Time to Complete" and "Refresher Cost of Training"
People: Roles with over 100 users now have a pagination option to show "All" users
Documents: Revision is now an optional field
Database: Renamed View Entries to Manage Entries for consistency
Database: Added "Fields", "Rules", and "Add Entry" to Databases' 3-dots Menus
Database: Increased the size of text-entry fields
Forms: Increased the size of text-entry fields
Forms: Rule Action "Change Value of a Field" can now be disabled when editing an entry
Forms: Rule Action "Change Value of a Field" will let you use the Pattern of a Form / Database Reference Field, instead of having to use the EntryID
Forms: Rule Action "Change Value of a Field" will let you change a Date or Date / Time Field to the Current Time
Forms: Clicking on the yellow / red dot on Entries needing approval now launches the Approval Review modal
Forms: Form / Database Reference Fields' "Default" value property now accepts the EntryID and the Entry's Pattern
Forms: Form / Database Reference Fields' content can now be sorted by a chosen column
Forms: Form Meta Fields are now distinguished from Form Entry Fields with a vertical divider line in View / Manage Entries
Tags: Communications can now be chosen in the module select on the Search By Tags page

Bug Fixes
Accounts: Site Settings -> Table Defaults -> People: Users table now shows a preview of users again
People: Tags can now be removed from Companies again
People: Certifications set as Login Requirements now properly hide if access is restricted by the Certification's Privacy Settings or Tags
Assets: "Generate Every" tasks no longer generate while the Asset is Archived
Assets: Tasks for archived Sub-Components no longer show on the Parent Component
Documents: Documents with access restricted due to Tags are now properly hidden from the MOC / Review page
Forms: Resolved an issue where edits to Dropdown Fields' options could not be cancelled without leaving the Edit Field modal
Forms: Sequential Number Fields now show content when included on a Form Entry emailed via Rule Action "Send an Alert"
Forms: Formatting Fields such as "Section Start", "Section End", and "Information" are now hidden from "Send an Alert" Rule-based emails
Forms: Datatables now sort Dates chronologically, and EntryIDs numerically, as expected
Forms: Read-only fields (e.g., User Account Fields) have been asked to stop inadvertently updating when a Form Entry is edited

New Features
People: Added ability for User Reports' QR Codes to be reset from People -> Users
Forms: Added a Pattern setting when using a Form/Database Reference Field to customize what columns show from the Form/Database
Forms: New Rule Condition - When Entry is Approved
Forms: New Rule Action - On Approval, Send to Communications
Forms: New Field Type - Sequential Number
Forms: New Rule Action - Increment a Sequential Number Field
Forms: New Rule Action - Use Alternate PDF
Forms: Added ability to enable/disable Rule Actions "Show/Hide Fields" and "Change Validation" from running when editing an entry

Improvements
Accounts: KAStrack's Speed attribute has been leveled up
Accounts: Graphical improvements to the Org Chart
People: Certification Setting "Time to Complete" now accepts decimals
Assets: Exporting Assets by Asset Type now includes all subcomponents of that type
Forms: Rules with no Conditions have changed from "Never Run" to "Always Run"
Forms: Forms' 3-dots Menus now show Fields and Rules instead of Design Form
Forms: If a Form/Database Reference is included on an entry, the Reference's value now shows in View/Manage Entries instead of its System ID
Forms: Rule Action "Change Value" can now pull information from another Form field
Forms: The Status column now has a slider to quickly activate/deactivate Rules
Forms: Rule Action "Do Not Allow Submission" now has a default message if the custom message field is left blank
Forms: Rule Action "(Assets) Create a Corrective Action" can now require submission of a Form entry as part of the Corrective Action

Bug Fixes
Accounts: Enabling/Disabling a Registration Profile no longer removes Certification Roles from the Profile
People: Fixed an issue preventing importing of Role/Certification Assignments in some situations
Assets: Some Tasks with On Expiry triggers were changing colors a day early, which is now resolved
Forms: When copying a Form that has a Rule with multiple conditions, the condition operator (AND/OR) is now being saved and copied to the new Form
Forms: Case Sensitivity is better respected for Rule Conditions
Forms: Rule Names with apostrophes now behave normally
Forms: Entries with uploaded files attached now keep those files when editing and saving the entry
Reports: Custom People Reports now show Expiration Dates for Other Required Certifications

Improvements
Accounts: Improved error messaging when an Archived User attempts to reset their password
Accounts: Allowed Inactive Users to reset their own password if they're able to reactivate their account by signing in

New Features
Accounts: Added the page Org Chart, which contains a visual diagram of the supervisor hierarchy
Accounts: Added ability to customize the Login and Registration pages
People: Added ability to add, edit, and delete comments on any submitted, pending, approved, or archived certification
People: Attachment Inbox - Added ability to drag/drop files directly to the Accounts/Certifications table from Desktop/File Explorer
People: Attachment Inbox - Added ability to define an Attachment Naming template in People -> Admin -> Settings that offers to rename files as they move from the Attachment Queue to the Accounts/Certifications table
People: Matrix - Added ability to "Hide users with no required certifications"
Documents: Added ability to drag/drop files onto existing Documents to quickly upload a New Revision
Forms: Added ability to convert the Manage Entries page to a datatable
Forms: New Rule Action - Remove Certification Role
Forms: New Rule Action - Add Other Required Certification
Forms: New Rule Action - Remove Other Required Certification
Forms: New Rule Action - Edit a Custom Account Field
Communications: Added ability to view log of all messages sent through Send Communications to Accounts -> My Account -> Notifications History -> Sent, as well as in the Reports Module
Dispatch: Added ability to create Pre-Defined Distribution Lists

Improvements
Dashboard: Clicking a Chart widget's title now takes you to the underlying Report
People: Added Supervisors to the top of individual users' Users pages
People: Added a 3-dots Menu to the top of individual users' Users pages
People: Added a 3-dots Menu to the Users page's table of users
People: These 3-dots Menus include quick links to View / Edit Account Info in the Accounts Module, and options to see a user's User Report and QR Code
People: The "Reports" column from People -> Admin -> Accounts is now included on the People -> Users table
People: The People -> Users table now has column filtering and sorting
People: The page People -> Admin -> Accounts has been retired and thanked for its services
People: Expanded popup File Preview throughout People and standardized support for the following filetypes: pdf, mp4, webm, ogg, png, jpg, jpeg, gif, bmp, webp
People: Users page "Print Report" now shows badges for Deferred, N/A, and In Training certifications
People: On individual users' Users pages, the Required column now says why a certification is required
People: The Attachment Inbox now has a Collapse All button for the Accounts/Certifications table
People: Removed the "Remove" column from the Other Required Certifications (ORC) table
Assets: Added 3-dots Menu support to Assets -> Files, and all of the Assets -> Admin pages
Assets: "Generate Every" generator tasks are now hidden by default, and added a checkbox to show them
Assets: All Assets Detail Report now honors Tag Permissions
Assets: Manage Assignments for an Asset now has a new picker tool
Documents: The little globe icon on 360-Degree Photo Documents can now be clicked, which loads the 360-Degree Photo viewer
Communications: Added a default checkbox for "Include Sender Details" to Communications -> Admin
Communications: Added a note on Send Communication page to clarify what "Include Sender Details" does
Dispatch: One-off/External Locations can now be used in the Itinerary (i.e., not from the Locations database)
Forms: When an Asset Type Field (that is a checkbox) is included on the Form, Yes/No is now shown instead of On/(blank)
Forms: "Does Not Match Regular Expression" added as a comparison option in Rules Condition design

Bug Fixes
Accounts: When importing Accounts, the appropriate fields now properly take data from the columns in the import file that you've chosen, even if the field name doesn't match the column name
People: Politely asked the Matrix to stop playing hide-and-seek with Competency attachments
People: Certifications with login requirements hidden by Tags are now properly ignored when marked Deferred or N/A
People: Ensured the 3-dots Menu loaded for all items in the Pending Approvals table
Assets: Asset Task Templates now behave when you try to add Meters to them
Dispatch: Instructed Dispatch Itinerary waypoints and activities with long names to stay in their own column
Forms: Validation messages for Forms fields are feeling less shy and will now show when expected
Reports: Custom Reports that list valid certifications now include Blue and Yellow colors where appropriate, instead of simplifying to Green

New Features
Forms: Added ability to Copy a Form
Database: Added ability to Copy a Database

New Features
People: Certifications page now has options to filter by certifications required for me, certifications required for my supervised users, and certifications that have a required activity
People: Certifications page can now be filtered by Tags
People: Roles page now has options to filter by roles required for me and required for my supervised users
People: Roles page can now be filtered by Tags
People: Added filtering options to Users -> Manage Roles/Certifications -> editing a user’s assigned roles
Assets: Added ability to suspend "Generate Every" Tasks until a specified Date or Meter Reading to an Asset Task’s three dots menu
Dispatch: Added page Pending Approvals under Dispatch, where anyone listed as an Approver on a Dispatch can find a shortlist of all Dispatches currently awaiting their review
Dispatch: Added page Approver Filtering under Dispatch -> Admin, where Admins can setup which users / roles can approve Dispatches of various statuses
Reports: Added new Trending option to Charts to showcase data that changes over time
Tags: Added tags and security/visibility options to Certifications
Tags: Added tags and security/visibility options to Meetings
Tags: Added tags and security/visibility options to Meeting Instances
Tags: Added tags and security/visibility options to Communication Templates

Improvements
People: Certifications with a Moodle course as a required activity now reset the course when the Certification is Due (goes blue), allowing the user to recomplete the Moodle course for new credit
People: Deleting a submission of a Moodle course Certification will also reset the course so that the user must retake the course to earn credit
People: Attachment Inbox – Added resizable panels
People: Attachment Inbox – Moved the functions to View, Rename, and Delete files in the Attachment Queue into a three dots menu next to the file’s name
People: Attachment Inbox – Added Expand button below the Preview Box to preview the selected file in a pop-out modal
People: Attachment Inbox – Added column filters to the Attachment Queue
People: Attachment Inbox – Certifications submitted with Links attached to them now support those Links being moved to the Attachment Queue and to other Certifications
People: Attachment Inbox – Other minor UI/UX improvements
Assets: The “Task Type” column found on the Tasks Completed report is now also included on the Task’s History page
Actions: Three Dots Menu support added to Actions -> Templates
Database: A Database Entry’s Audit Log now tracks when a Tag has been added to / removed from the Entry
Forms: A Form Entry’s Audit Log now tracks when a Tag has been added to / removed from the Entry
Forms: Form Rule Action “Show/Hide Fields” can now show/hide sections (includes all fields between the Section Start and Section End fields)
Forms: Forms in Preview Mode now give a confirmation box when you select “Delete All Entries” from the Form's three dots menu
Forms: Hid Section Start and Section End field types from the View Entries page, the Manage Entries page, and Single Entry View popup for Forms
Forms: Made the Information field type’s input box resizable
Finance: Removed ability to add Tags to Budget Items
Reports: The system report People: Pending Approvals can now have its remote reports loaded in single-table view

Bug Fixes
Accounts: Removing a User Photo from an account no longer causes an error
Assets: Tasks with required activities no longer lose those activities if the Task is saved by a user who can’t see the activities themselves due to Tags
Dispatch: System Alerts now always send when a Dispatch requires a user’s approval
Dispatch: Editing or changing the status of Dispatch no longer makes the Dispatch’s Tags disappear
Database: Database Entries’ Audit Logs no longer erroneously display an “unauthorized” message
Forms: The option to Copy a Form Field / Rule no longer erroneously displays an “unauthorized” message
Forms: Dispatch Form Fields now display properly when viewing a Form embedded in a Dispatch
Communications: Communication Templates are now hidden when they contain a Document the user cannot access due to Tags

New Features
Dashboard: Added beginning framework for customer-specific dashboard widgets
People: Supervisors / Admins can now complete a form / acknowledge a document for a certification on behalf of a supervised user
Forms: Field type Information has new options Tools -> Source (for source code) and Table
Forms: New Field – Previous Value Field, which pulls the previous value from a specified Form field when the Form is embedded in an Asset Task
Forms: Added ability to compare one field to another in a Rule Condition
Forms: Added Form setting to select users or roles who can see and complete the Form on their Forms dashboard widget
Forms: New Rule Action – Show Save and Next button, which permits continuous form entry
Communications: Added permission-based ability to specify which email-type custom fields will be used when sending a message from the Send Communications page
Reports: New report – Accounts: Current Accounts
Reports: New report – Budgets: All Budget Items
Reports: New report – Budgets: Rejected Budget Items
Reports: Added Datatables filtering support for remote reports

Improvements
Dashboard: Dashboard widgets are no longer hidden when they have no content
Accounts: Site-wide improvements to memory management
Accounts: Character limit for Account Custom Fields raised from 256 to 5,000
People: Completing an activity for a Certification is now tracked on the user’s certification’s History popup
People: Column headers now stay on the page in all Matrix view modes
People: Certification names now must contain at least one letter or number
People: Certification names can now only contain letters, numbers, spaces, and the following special characters: -_.,()/@'
Documents: 360-degree Image Files now have a little globe next to the Document Name to help them stand out
Communications: Minor improvements to system and user generated notifications
Reports: Ensured the Amount column in various Budgets reports are all Currency format
Reports: Remote reports now cache the report data in memory for faster loading in the future
Reports: Some remote reports now support choosing between single- and multiple-table views
Integrations: Added additional support for custom third-party integrations

Bug Fixes
People: Fixed issues with completing certification activities from the Other Required Certifications table
Assets: Fixed the ‘Show Components’ checkbox on the Log Task modal activating the “View All Meters” link
Documents: Uploading a new revision no longer makes the Document’s tags disappear
Documents: Fixed issues with documents that need acknowledgement and are distributed to a remote site
Dispatch: Fixed Dispatch Approval system notifications not adhering to CC/BCC settings
Forms: Form Rule 'Create a Corrective Action' has been fixed to properly save parameters "Name of Task" and "Form Fields to use for Additional Information"
Forms: Form Rule 'Create a Corrective Action' now supports apostrophes in Form fields designated as "Form Fields to use for Additional Information"
Forms: Fixed radio buttons not working with some Forms rules if the Form was embedded in an Asset Task
Forms: Fixed Form Entries’ Audit Logs not recording submitter when Form completed form an Asset Task
Finance: Fixed modal buttons disappearing when a site has no created tags
Reports: Fixed the Custom Report option Asset Title showing the system Asset ID
Reports: Fixed Custom Fields with multi-value entries showing the word Array instead of their content
Reports: Fixed an issue with report People: Role Status where data from two local roles, one in a local company and one in a remote company, could get erroneously merged
Tags: Databases hidden via tags are now properly hidden when included on a Form referenced in an Asset Task
Tags: Fixed a bug where tagged Forms, Reports, Databases, and Assets without default / permission-based access could still be accessed via the Search by Tags page

New Features
Communications: Added option in Notifications History for Sent communications
Reports: Created new system report - People: Pending Approvals (for local and remote sites)
Reports: Added ability to customize permissions for system reports
Forms: Added ability for start and end section field types to customize forms
Dispatch: Added ability to add a default footer when sending to distribution list
Tags: Replaced existing Asset tags with Global Tags and added security/visibility options
Tags: Added tags and security/visibility options to databases
Tags: Added tags and security/visibility options to database entries
Tags: Added tags and security/visibility options to actions
Tags: Added tags and security/visibility options to action groups
Tags: Added tags to companies
Tags: Added tags to certification roles
Tags: Added tags and security/visibility options to forms
Tags: Added tags and security/visibility options to form entries
Tags: Added tags and security/visibility options to budgets
Tags: Added tags to budget items
Tags: Added tags to meetings
Tags: Added tags to meeting instances
Tags: Added tags and security/visibility options to custom reports
Tags: Added tags and security/visibility options to charts
Dashboard: Added summary of dispatches requiring approval to dashboard widget
People: Added tag-based certification filtering to the Matrix
People: Implemented an attachment inbox for bulk uploading of files, storage of those files, and quick submissions to user certifications

Improvements
People: Entries will now be added to the user certification history each time a notification is sent to the user
People: Updated Roles table (People->Roles) to datatable and added filtering ability
People: Updated Roles table (User page -> assign roles) to datatable and added filtering ability
People: Updated format of roles page to show the (+) button instead of the "Create Certification Role" button
Actions: Added three dots menus to: Manage actions, action groups, workflows, and budget approvers
Actions: Added table resizing for Actions module
Tags: Added three dots menus to: Manage tags, and manage tag categories
Tags: Added padlock icon to permissive and restrictive tags
Forms: Added three dots menus to: Forms, manage entries, fields, and rules
Documents: Added three dots menus to: Documents and Groups
Documents: Added table resizing for Documents module
Reports: Added three dots menus to: Charts, manage reports, and manage system reports
Database: Added three dots menus to: Databases, manage entries, fields, and rules
Assets: In the three dots menus on asset dashboard and My Assets, there are now links to "Manage Components"
Assets: Added ability to hide notes area per task when logging task
Assets: Implemented performance updates for speed
Dispatch: Added preview popup for videos and images in a dispatch
Accounts: Added warning on login page for Internet Explorer users: "We have detected that you are using Internet Explorer. Some KAStrack features may no longer be supported in Internet Explorer. We suggest switching to a more modern browser, such as Google Chrome, Mozilla Firefox, or Microsoft Edge."

Bug Fixes
Accounts: Various bug fixes and improvements throughout the site

Improvements
People: List of supervisors in People filter is now alphabetized

Bug Fixes
Documents: Fixed issue with tags when uploading new revision
Forms: Fixed javascript error on Internet Explorer browser

New Features
Reports: Allow sharing of graphs
Tags: Created module for global tags
Tags: Added QR code for tags to show any public documents that are tagged
Dispatch: Added option to approval/decline form entries from the dispatch page
Dispatch: Added global tags to dispatches
Dashboard: Added form approvals to Forms dashboard module widget summary
Dashboard: Added widgets for customized graphs to the dashboard
People: Added ability to assign other required certifications to a user that are not specific to a user's role
Accounts: Added option to assign Other Required Certifications via account import

Improvements
Assets: Changed character when indicating asset paths
Assets: Meters not pertinent to the tag being logged are now hidden
Assets: Added "Run Report" to the top menu level of the Manage Assets page
Assets: Added field validation when creating a task
Assets: When you have no upcoming tasks on the home page, "You have no upcoming tasks" is not shown instead of "No assets found"
Reports: Only show people who have global edit permission in the Editable By field
Reports: Added note to chart editing for sharing about who can see the chart
Tags: Improved method of selecting users/roles for tag security
Tags: Added Access Levels as options for global tags permissions
Forms: New entries are now shown at the top
Documents: On MOC page, documents now show which module they came from
Documents: Changed "Name" to "Document Title/Filename" when searching
Accounts: Changed validation rules for the following items to match the rules for usernames: certification names, company names, role names, and access level names
Accounts: Added datatables filter for each column in Active Accounts
People: Added PDF viewer for attachments in shared reports
People: Added datatables filter for each column on the user certifications page
People: Added full table of users with their assigned roles and certifications to the Role-->Assigned Users page

Bug Fixes
Accounts: Fixed various bugs and made multiple small improvements across all modules

New Features
Accounts: Allow extended timeout per user

Bug Fixes
Dispatch: Fixed issue with attachment of documents to dispatches

New Features
Integrations: Added framework for custom third party integrations
Reports: Added ability to filter by columns on Datatable view
Reports: Added ability to create and save charts/graphs based on data from Reports
Reports: Added editable permissions to system reports
Documents: Added ability to bulk edit Documents for more options: New revisions require acknowledgement, Send notifications of new revisions, Requires future review, New revisions require approval
Assets: Added PDF viewer for task files

Improvements
Assets: Added options for comments and viewing files under Manage Assets->Task Schedule
Assets: Added asset alert settings to import/export
Assets: Switched from absolutely path to a relative path when displaying tasks on the asset status report
Assets: When adding a meter reading, the latest meter reading is now shown based on the date of entry
Dispatch: Added Datatable option to Dispatch home page
Dispatch: Added ability to filter by columns on Datatable view
People: Improved the loading speed of the matrix
Documents: Increased modal size when viewing a video
Accounts: Added company email, company phone, company website, and additional information to company info
Finance: Created Finance option on the left side bar and put Budgets under it
Communications: When 'Cannot configure own emails' permission is checked, users now do not have access to the Notifications tab
Communications: Changed 'Send Regular Email Reports' to 'Send Me Regular Email Reports' for clarity
Actions: Added comments to the Actions export

Bug Fixes
Accounts: Fixed various bugs and made minor improvements across the site

New Features
Communications: Added ability to create customized Communication Templates
Communications: When using the Send Communication feature, attachments can now be added from the Documents module
Forms: Added new forms rule conditions: Current Time (is before or after)
Forms: Added new forms rule action: Do not allow submission
Forms: Added new forms rule action: Update an Asset's type field
Forms: Added ability to copy fields
Forms: Added ability to copy rules
Forms: Added new forms rule action: Attach to a Dispatch
Dispatch: When scanning QR code of a Form from the Dispatch PDF, the entry will be attached to the Dispatch
Dispatch: Added carousel viewer for Form entries attached to Dispatch
Documents: Added carousel viewer for Document groups
Documents: Created QR codes to show all Documents per tag
Documents: Added PDF viewer for MOC page
Documents: Added ability to bulk edit documents
People: Added ability to batch defer or mark as N/A from the certification associated users page
People: Added ability to batch defer or mark as N/A from the user certifications page
People: Added ability to customize expiration date

Improvements
Assets: Allow 'Generate Every' tasks to use prior period for naming the task
Forms: When a Form entry was submitted from a different module and you try to delete the entry from the Forms module, you will be re-directed to the appropriate module where the entry was first created
Forms: Added validation to PDF form submissions
Dispatch: Added approval notes for approver to see when approving a Dispatch
Dispatch: Added approval notes to Dispatch PDF
People: Added option to delete a submitted certification from the single user certification page
People: Removed "Edit Submitted Certification" button from the single user certification page
People: Deferred/In Training certifications are now marked on the certification associated users page
People: Deferred/In Training certifications are now marked on the user modal from the matrix page
People: Added loading spinner to matrix page
People: Updated to latest Moodle plugin - Certificate Recompletion
People: Upgraded Moodle to 3.10.3
Accounts: Increased size of PDF viewer for log-in requirements

Bug Fixes
Accounts: Fixed various bugs and made minor improvements in all modules across the site

New Features
People: Added option for the hierarchical view on the Users page
People: Added ability to import and export all user certifications (not including the attachments)
People: Added ability to import and export all certification assignments to roles
People: Added ability to edit and delete archived user certifications
People: Added ability to upload attachments by drag-and-drop to an archived user certification
People: Added "My Certification Report" (which included the user's QR code) to the username dropdown menu
Dispatch: Added PDF viewer for Dispatch PDF and attached documents
Dispatch: Added option to send Dispatch PDF to a customized Distribution List
Dispatch: Added ability to enter Form entries and manage them through the Dispatch module
Dispatch: Added Asset QR code to Dispatch PDF
Dispatch: Added Document QR code to Dispatch PDF for Documents that are not attached (paperclip not highlighted)
Dispatch: Added table of Asset's custom fields to Dispatch PDF when the asset is attached
Dispatch: Added Asset Status Report to Dispatch PDF when the asset is attached
Dispatch: Added ability to add a free text name in the People box
Dispatch: Added Dispatch waypoint notes to the Dispatch PDF
Dispatch: Changed "Waypoints" to "Itinerary" with two options: Waypoints and Activities
Dispatch: Added Activity option to Dispatch
Forms: Added new field types: Dispatch # and Dispatch Name
Accounts: Added optional permission to prevent users from changing their own password
Accounts: Added ability to remove "Forgot Password" link from log in page

Improvements
Dispatch: The newest dispatch now appears at the top instead of the bottom
Dispatch: Added direct link to all attached assets from Dispatch
Dispatch: On the Dispatch PDF, dispatch attachments that are included shown as "(see attached)"
Dispatch: Updated the PDF layout to improve usability
Assets: Added 3-dots menu to the asset history page
Communications: Added "Cancel" option on the Send Communication page
Forms: For Form entries that were submitted from other modules, prevent deletion from the Forms modules. Users will be guided to the module where the entry originated for deletion.
Forms: Added entry # and approval status to PDF form entries (that are generated by KAStrack)
Documents: 3D viewer for 360 Documents can now be viewed publicly
Reports: Updated datatables to default to showing 50 entries instead of 25
Accounts: Improved method of assigning access levels to user accounts

Bug Fixes
Assets: Fixed issue with asset task link in email alerts
Dispatch: Fixed bug that prevented waypoint flag from appearing when changing status to Dispatched
Reports: Fixed bug that prevented admins from giving themselves access to Reports
People: Fixed bug that prevented Cost of Training from updating correctly when importing certifications
Accounts: Fixed other various bugs in People, Assets, Dispatch, and Forms

New Features
Assets: Added ability to view all assets (instead of pagination) on the Manage Assets page
Assets: Added ability to open maintenance log documents in a PDF viewer
Assets: Added new report type that shows completed tasks
Assets: Added ability to complete task of logged fault immediately after logging fault
Assets: Added Datatables option in asset logs
Assets: Added ability to suppress alerts when assigned to an asset
Assets: Added ability to see recent files (and attach them) from completed tasks when logging the task
Assets: Added ability to drag and drop files onto an asset or a task
Assets: Added a 'Track Another Meter' option when adding meters to assets
Assets: Added ability to limit who can perform a specific task for an asset
Documents: Added ability to open documents in a PDF viewer
People: Added PDF viewer for user certifications on the Pending Approvals page
People: Added "History" option to 3-dots menus in all tables of User Certifications page, which displays a history of all actions for the certification per user
People: Added all comments to the History modal from the User Certifications 3-dots menus
Accounts: Added ability to import and export registration profiles

Improvements
Assets: Expanded the drag-and-drop area when attaching a document while completing a task
Assets: Assets can now only be deleted once they are first Archived
Assets: Added ability to delete files from the asset's log
Assets: Changed "Maintenance/Task" to "Task"
Assets: Added ability to edit logged task details (date and notes)
Assets: On mobile version when scanning QR code of an asset, components of the scanned asset can now be chosen for logging
Assets: Added 3-dots menus on main assets pages
Forms: Forms now cannot be deleted if they are being used in another module
Documents: Added new option to move markers and polygons on 360 degree photos
People: Added "Submit Certification" option to the 3-dots menu on the User Certifications page
People: Added drag and drop to 'certifications by role' page
People: Added role name next to 'Required Certifications' heading on individual certification role for a user
Accounts: Moved the permissions table into the Edit modal for Account Fields
Accounts: Added ability for custom HTML to span the whole footer

New Features
Assets: Added option in the asset to alert assigned users that an asset has gone from red to green
Assets: When logged maintenance for a task that must be completed sequentially, there is now a link to a previous required task if you are trying to log a task out of order
Reports: Added new report to see a history of all payments
Reports: Implemented a static header row when viewing a report in the data table view
Documents: Added logging of when a document is marked as public or private
Documents: Added a document viewer
Documents: Added ability to upload 360 degree photo
Documents: Added integration of other modules with markers on a 360 degree photo: Forms (submit entry), Documents (view and download document), 360 Document (Transition to another 360 photo), Asset (complete task, log fault, enter meter reading, view details), People (display users or users in a role and show status), and HTML.
People: Added 3-dots menu to user certifications page: Notify and Not Applicable/Defer
People: Added 3-dots menu to user certifications page (in the Certifications Submitted for Approval table): Approve, Decline, Edit, Delete, Not Applicable/Defer
People: Added ability to defer a certification for a user
People: Added ability to mark a certification as Not Applicable for a user
Accounts: Added 3-dots menu to payment processor under Site Settings with the ability to run a report on payment history

Improvements
Reports: Added an "All" option for viewing report in the data table view
People: Changed eyeball icon to padlock for private certifications
People: When an activity is required for a certification (course, document acknowledgement, or form submission), the "My certifications" displays buttons of the activity and has the option for the activity in the 3-dots menu on the certification.
People: When an activity is required for a certification (course, document acknowledgement, or form submission), the Submit Certification page shows the appropriate activity per certification.
Forms: Added wrapping of text on KAStrack generated PDF of form entry

Bug Fixes
Accounts: Fixed error when trying to edit the Supervisor Comment Channel

New Features
Forms: Added new form rule: assign certification role to user filling out the form
Forms: Added new form rule: assign supervisor to user filling out the form
Forms: Added new form rule: send alert to direct supervisors or all supervisors
Forms: Added audit logs for form entries
Forms: Added ability to require approval on form submissions
Forms: Added new form rule: Create a corrective action in assets
People: Added ability to use external links for attachments when submitting certifications
People: Added a 3-dots menu to certifications submitted for approval with these options: view certifications, approve, decline, edit, and delete
Accounts: Added option to set an account field as sensitive
Accounts: Added ability to set permissions for account fields per access level under Site Settings
Accounts: Added option for automatic deactivation of accounts due to login inactivity and/or a set time that a role or certification is red
Reports: Added ability to make reports public and use a QR code to access it

Improvements
Forms: Added 'Design' option to the 3-dots menu on an individual form page
Forms: Added metadata to uploaded PDF submissions
Reports: Improved usability of People certifications in the Reports module

New Features
Forms: Added new form rule: Change the value of fields
Forms: Added option for a default value when creating fields
Forms: Added option in a form to use the uploaded PDF for submissions. If unchecked, submissions will use a KAStrack generated PDF.
Communications: Added ability to "Send Communication" to the email address in an Account Email Field
Assets: Added ability to delete maintenance tasks in bulk
Accounts: Added ability to export QR codes and and user profile pictures
Accounts: Added image editing and drag & drop preview for user profile pictures
People: Added ability to import and export certifications
People: Added ability to mark a role as "In Training". This allows for deferment of required certifications until a specified date.

Improvements
Forms: After a payment is processed through a form, KAStrack now automatically sends a payment receipt by email
Communications: Changed format of KAStrack emails to show "Powered by KAStrack" and display more emphasis on the company name
Assets: Changed header options on Manage Assets page to a 3-dots menu
Assets: Fixed various bugs and made multiple improvements to the framework of the Generate Every maintenance task type
People: Added 3-dots menu to certifications page

Bug Fixes
Assets: Fixed bug that prevented maintenance from being performed on out-of-service assets
Forms: Fixed bug related to validation changes on a File Upload field
Forms: Fixed bug related to logged out users making payments through a form

New Features
Accounts: Added ability to remove access to People from users even if they have a People module level
Forms: Added assets info field: Due Date of Task

Improvements
Assets: When performing a task with an integrated form, a background color is now shown behind form making it easier to see
Accounts: Removed widgets from dashboard if the modules are not active
Accounts: Removed LMS widget from the dashboard when the user has no due courses

Bug Fixes
People: Fixed bugs related to attachments in email alerts

New Features
Accounts: Added ability to integrate Stripe account so that payments can be received through KAStrack
Accounts: Added a new status for accounts: Deactivated
Accounts: Added filter on the Active Accounts page to display deactivated accounts
Accounts: Added Payment History tab to user account info page
Forms: Added option for a payment field on a form
Forms: Added 3-dots menu on the Form design page with the following options: Webform, Webform (popup), Edit Form, Entries Report, and Manage Entries.
Forms: Added permission to allow admins to add/edit entries and skip payment in manage entries
Forms: Added ability to customize Save and Cancel buttons on a form
Forms: Add a new field type: Assets field. When a form is integrated with an asset's task, it will pull information from that asset automatically
People: Added a new option for a required activity for certifications: Complete Form or Payment
People: Added certification duration option: Extend expiration date to end of year or month
People: Added option for Form or Payment for a certification to be required at login
Documents: Form submissions are now saved as PDF files and saved in the Documents module
Documents: Payment receipts are generated as PDF files and saved in the Document module
Assets: Added new report icon to the Log page of an asset which shows a filtered report of submission per asset and per form

Improvements
People: Updated QR code report to show two views: roles view and certifications view
Documents: Added "review by" date on the Documents homepage

New Features
Accounts: Added ability to send Welcome Emails for new and existing users automatically and manually
Accounts: Added option to make passwords temporary when creating a new account manually
Accounts: Added option to download a template file when importing accounts
Accounts: Added a link to a "Helpful Tips" modal that assists the admin in creating a successful import
Accounts: Removed archived accounts from exports, and added option to include archived accounts, if desired.
Accounts: Added ability to resend an email verification link for accounts that require email verification
Accounts: Added three dots menu to the Active Accounts page and each Account Info page which includes: View/Edit Account Info, Reset Password, Send Welcome Email, Archive Account, and View Certifications
Accounts: Added an option in Site Settings to Enable/Disable welcome emails
Forms: Added QR codes for individual forms
Forms: Added a field which automatically gets filled out with the chosen user account field when the entry is submitted
Forms: Added an icon for each form that links directly to the webform for entry submission
Forms: Created a new rule for dynamic forms: Send an alert when certain conditions are met
Forms: Created a new rule for dynamic forms: Change validation of a specific field when certain conditions are met
Forms: Created a new rule for dynamic forms: Show or hide a specific field when certain conditions are met\
Communications: Added ability to attach files when sending communications from KAStrack
Assets: Added ability to duplicate an existing maintenance template
Assets: Added ability to convert an existing asset's maintenance schedule into a maintenance template
People: Changed styling of user list when using the Batch Submit function. Accounts can now be searched and easily selected for submission of certifications
People: Added pagination to the table on the People->Users page
Documents: Added QR codes for individual documents
Documents: Added ability to choose whether a document is Public or Private. Only public documents can be accessed through a QR code

Bug Fixes
Accounts: Fixed various bugs throughout the site

New Features
Forms: Added a context help option to form fields, so that admins can give additional information for users filling out forms
Forms: Added validation help text option to form fields, so that users can get a customized error message when they enter incorrect data into the field.
Forms: Added a caption field to forms, so that users can enter and format additional content on the form.
Forms: Added an "upload file" field to forms
Forms: Added customized alerts when users submit an entry on a form
Assets: Added dropdown menu to the logs page to easily switch between logs of other assets/components
Assets: Added ability to create maintenance schedule templates
People: Added ability to edit an approved user certification
Accounts: Added option to username dropdown menu: Contact Support
Accounts: Added option to username dropdown menu: My Certifications
Accounts: On the Submit Certifications page, it now defaults to only show required certifications for that user with the option to show all certifications
Documents: Added alerts for approvals, acknowledgements, continued suitability reviews, and new revisions

Improvements
Accounts: Several updates to ensure that all supervisor relationships are valid when creating accounts, updating access levels, and creating registration profiles.
Accounts: Removed ability to create duplicate account fields

Bug Fixes
Accounts: Fixed bug so that users are forced to update a temporary password before accessing the site
Accounts: Fixed various minor bugs across site
Forms: Fixed bug that created errors when changing field names of a form

New Features
Accounts: Added ability for admins to customize tables i.e. choosing the order and visibility of each column|
Accounts: Added ability to apply Notification Templates to Registration Profiles
Finance: Added ability for admins to customize tables i.e. choosing the order and visibility of each column
People: Added ability for admins to customize tables i.e. choosing the order and visibility of each column
People: Added option to certification: Require attachment for manual submission
Communications: Added the ability for admins to create notification templates. Templates can be applied to users in bulk.
Assets: Added alerts for: User assignments, deferments, status changes, and out of service/return to service
Assets: Added ability to update and create hierarchy of assets via export/import
Database: Created default and database specific permissions
Forms: Created default and form specific permissions

Improvements
Documents: Removed integration of Forms and Databases. Databases can still be converted to Forms, but entries and permissions are now separated

New Features
Accounts: Added option to require email verification for new accounts
Accounts: Added option for CC and BCC emails on accounts
People: Added option to create KAStrack generated certificates for any certification
Assets: Created a report accessible from each asset - "Asset Status"
Assets: Created a report accessible from each asset - "Tasks Due In The Next"
Assets: Created a report accessible from each asset - "Tasks Due By"
Assets: Added "2-click Perform Maintenance". A checkbox now appears next to each task to quickly complete maintenance.
Assets: Add "Generate Every" maintenance task option. This feature is built for tasks that cannot be missed at each interval. For example, this option could be used for paying monthly bills e.g. if you skipped the April payment but completed the May payment, April's payment will still show as overdue.
Documents: Added ability for Document acknowledgements to be required at log-in
Remotes: Added ability for Required Reading Document Acknowledgements to be distributed remotely

Improvements
Documents: Playing a video now counts as activity, so the site will not auto-logout for inactivity
Communications: Added calculation to show number of recipients selected when using the Send Communication feature

New Features
Accounts: Add left side bar for navigation of entire site
Accounts: Added badges to left side bar for pending certifications in People, account registrations, and pending items in Documents
Accounts: Added dropdown menu to username display at the top-right of the site. The dropdown menu allows easy access to "My Account", "Notifications", and "Log out".
Accounts: Added breadcrumb links to all pages to easily navigate to previous pages.
Accounts: Added ability to log in with email address
Accounts: Implemented new design of entire site for consistency of formatting, colors, and fonts
Assets: Added option to require customized fields when logging maintenance
Assets: Adding carousel to image files on assets log page
Dispatch: Initial release of Dispatch module
Forms: Initial release of Forms module
Database: Initial release of Database module

Improvements
People: Removed "Pending Certifications" banner and added menu item to left side bar
Accounts: Moved the "Admin" tab on the KAStrack Dashboard to a side bar option called "Site Settings"

Bug Fixes
Assets: Fixed bug related to file uploads
Documents: Fixed bug related to remote documents

Bug Fixes
Documents: Fixed bug that produced duplicate notifications of new revisions

Improvements
People: Created new design for 'required activity' automated certificate (when a user completes a Moodle course or completes a log-in requirement) that includes new design, KAStrack logo, source, and expiration date (if chosen)
People: Added security to automatically generated certificates so they cannot be edited
Documents: Changed the permissions allowed to publish documents for added security

Bug Fixes
People: Fixed various Moodle bugs

New Features
Accounts: Added login requirement option for user certifications; when this option is selected, the user must acknowledge the file (video, PDF, etc.) before they can access their account. A certificate is then generated and attached to their certifications in People.
People: Added option to email uploaded file (or completion certificate) to user when the certification is approved

Improvements
Documents: Added note for maximum file upload size and a warning if size limit is exceeded

Bug Fixes
Accounts: Fixed various bugs and added minor improvements
Documents: Fixed bug displayed when collapsing groups
Actions: Fixed error when editing budget approvers template

Improvements
Accounts: Added restriction to not allow account username and email address to be changed simultaneously upon import; this prevents an admin from inadvertently writing over an existing user account with a new user account
Finance: Added locking mechanism to budget item approvals so that archived and deleted users' approvals remain valid

Bug Fixes
People: Fixed bug that prevented all roles from being displayed on the remote Role Status Report
Accounts: Fixed bug that allowed a user to supervise himself through import
Finance: Fixed bug that occurred when unlocking a budget item
Finance: Fixed various bugs related to budget item approvals

New Features
Assets: Added ability to make the 'before maintenance' option recurring
People: Added pagination to matrix
Documents: Allow acknowledgement messages to be distributed to remote sites

Bug Fixes
Assets: Fixed bugs related to the 'before maintenance' option
Assets: Fixed bugs related to entering triggers for maintenance tasks
Documents: Fixed bug that occurred when the revision date was left blank
Meetings: Fixed error when uploading attachment to a meeting

New Features
Assets: Allow maintenance tasks to be Ad Hoc
Assets: Allow option for maintenance tasks to always show on dashboard (even when green)

Improvements
Assets: Various improvements and updates to the mobile version of Assets when using QR codes

New Features
People: Added 'Drag and Drop' to the Reports page
People: Added option to turn on auto-approval for certifications when submitted by Moodle

Improvements
Assets: Added a note for imports about how to identify a checkbox field
Finance: Added logging of budgets being closed, opened, or archived

Bug Fixes
Assets: Fixed various bugs in Assets
Assets: Fixed bug that allowed users to log maintenance for subcomponents when 'red' in their assigned role
Documents: Fixed bug that prevented 'Notifications of New Revisions' from being shown on the dashboard and the MOC page
Documents: Fixed filter that shows documents by module
Actions: Fixed Actions dropdown menu for Internet Explorer
Actions: Fixed bug that failed to display 'assigned to' on export

New Features
Assets: Added ability to assign and un-assign assets to a user or role in bulk
Assets: Added dropdown menu on logs page to view sections of the logs separately
Finance: Created Approval Status report for remote sites
Accounts: Added ability to remove default account fields
Accounts: Added ability to lock down a site for any reason
Accounts: Added auto-refresh when time runs out for auto-logout warning period
Remotes: Added ability to import/export accounts for multiple remote sites at once
People: Added email alerts when certifications expire (turn red)
Reports: Added ability to modify chosen report fields in a vertical line for easier visualization

Improvements
Assets: Added "Expand All" and "Collapse All" options
Assets: Added "Show Out of Service Assets" filter to Manage Assets page
Reports: Added number of certifications completed to Role Status report for People module
People: Added search box to filter users when assigning them to certification roles
People: Added ability to filter certifications submitted for approval by supervisor

Bug Fixes
Actions: Fixed bug associated with automatic creation of an action group from assignment of certification role
Assets: Fixed bug that failed to display faults on KAStrack dashboard
Assets: Fixed errors with meters when a task is following another task
People: Fixed bugs on modal when submitting a certification using drag and drop

New Features
Assets: Added filter on modal when logging maintenance
Assets: Added checkbox to show and hide maintenance/tasks for subcomponents in modal for logging maintenance
Assets: Added deletion of subcomponents when the parent asset is deleted
Assets: Added option to log maintenance for an asset when the user is red in the certification role to which the asset is assigned
Assets: Added import of assets using CSV
Finance: Added ability to change status of budgets in bulk (Active/Closed/Archived)
Communications: Added "Revert to default" option for Alert Email Template settings
Communications: Added ability to send reports in the Reports module as an emailed report through Communications
Documents: Added simple document upload (drag and drop)
Documents: Added option to display custom message when users acknowledge a document
Documents: Added ability to select multiple documents at once to change their assigned group
Documents: Added ability to undo a document acknowledgement
Remotes: Added freeze of top row of Remote Sites page
Accounts: Added ability to choose which account fields to add to the accounts pages
Accounts: Added a user-friendly error message page for bugs
Accounts: Added a timer to automatically logout the user when inactive for 30 minutes
Meetings: Added save/cancel buttons to the top of the participant list when hosting a meeting
Meetings: Added filter/search to participant list
Meetings: Added ability to send calendar invite (.ics) file
Meetings: Added frequency and time to meetings
Meetings: Added ability to add an account to a meeting instance when not previously invited as a participant
People: Added colors to certification status report
People: Added option to send reminder alerts to individuals users for due certifications
People: Added option to send reminder alerts to all users assigned to a certification
People: Added option to hide attachments per certification
People: Added an alert to the user and supervisor when certifications turns red
Reports: Added colors on assets report for warn status

Improvements
Remotes: Replaced ID with object name in distribution history
Actions: Added number of attachments per action item to CSV export
Assets: Optimized the assets dashboard page
Assets: Added warning message about saving changes in asset information prior to moving an asset to another location
Reports: Added unit to the description for meters in asset maintenance for reports
Finance: Added inability to submit a budget item until the file that has finished uploading
Finance: Created new permissions: 1. Can open and close budgets 2. Can archive and un-archive budgets
Communications: Added company name to email subject
People: Replaced "roles" with "module levels" on Privacy Settings for certifications
People: Added a note about delay in seeing certifications for completed Moodle courses
People: Updated Role Status report to include number of certifications completed and percentage completed

Bug Fixes
Actions: Fixed formatting issue on bulk action import
Actions: Fixed permissions error
Remotes: Fixed bug that incorrectly distributed action workflow to remote sites
Remotes: Fixed error that didn't show template name when creating a new action group from a remote template
Assets: Fixed bug that incorrectly displayed additional information of maintenance/tasks on the dashboard
Assets: Fixed bug relating to assignment of parent/child assets
Assets: Fixed bug that showed "out of service" assets as "red" on the report
Assets: Fixed error on browser tab mouseover when viewing an asset
Assets: Fixed formatting error on the Manage Assets page
Assets: Fixed bug that displayed archived assets when the "Show Archived Assets" checkbox is not checked
Assets: Fixed bug that incorrectly displayed a parent asset as blue when a subcomponent was red
Assets: Fixed errors when adding new asset type fields
Assets: Fixed bug that showed asset's status based on an archived subcomponent's status
Assets: Fixed error with deferred maintenance/task settings
Assets: Fixed bug that counted archived subcomponents as due items on the KAStrack dashboard
Finance: Fixed bug that still displayed pending approvals on a report when all required approvals had been met
Accounts: Fixed various bugs on the Internet Explorer browser
Accounts: Fixed bug relating to custom fields of pending accounts
Communications: Fixed bug that displayed "no messages generated" on communications history even though emails were successfully sent
Meetings: Fixed errors when adding an attachment to a meeting
People: Fixed bug related to editing the expiration date of submitted certifications

New Features
Assets: Added Permissive Group maintenance task option - This is an "either/or" option. When one task is green, the group is green.
Finance: Added options to automatically archive and delete budgets when associated user accounts are archived and deleted

Improvements
Actions: Prevented duplication of Budget Approver titles
Assets: Maintenance is now recorded with live seconds instead of :00 to be consistent with "Log Data"
Assets: Detailed assets report is now sorted by asset
Finance: Added a loading bar when uploading an attachment to a budget item
Finance: Added separate permissions for the following: Edit notes field, view active budgets, view archived budgets, and view closed budgets
Finance: Upgraded DataTables to make them more responsive on a mobile device
Accounts: Improved the resizing of the company logo across all modules
People: Added a freeze for the top row of the matrix
Reports: Added alphabetical sorting on custom reports

Bug Fixes
Actions: Fixed formatting bug when editing Budget Approvers under Actions Admin
Actions: Fixed bug that created additional blank budget when changing Action Group status
Actions: Fixed bug that changed Action Group status to "Needs Attention" instead of "Archived"
Actions: Fixed error when importing that read "Ignored" fields as column names
Assets: Fixed bug for the trigger "Hits when all triggers are met" which behaved like "Hits when any triggers are met"
Assets: Fixed a bug that kept components of a duplicate asset under the original asset that was copied
Assets: Fixed bug that failed to reset the meter when recorded as 0
Assets: Fixed bug that allowed a maintenance/task to use the meter of the asset that the task was following
Finance: Fixed error on Summary Report
Finance: Fixed bug that caused an error when submitting a budget item with an "&" in the title
Accounts: Fixed bug that allowed duplicate accounts to be added to "who should be notified" and "who approves new accounts" for registration profiles
People: Fixed error when overriding expiration date on existing certifications and changing to "Never Expires"

New Features
Accounts: Added a view of additional account fields when viewing a pending account prior to approval
People: Added an alert when a certification is submitted for approval

Improvements
Finance: Changed default to sort by date for budget items
Finance: Added rejection comments and the user who rejected the budget item to the rejection email
Finance: Adjusted "Pending Approvals" report to only show current approvals for the logged-in user

Bug Fixes
Finance: Fixed bug that erroneously replaced files between the people module and budget module
Finance: Fixed inaccurate count of approvals when user approves the same budget item in two different tabs/windows
People: Fixed bug that stopped Moodle from sending completion certificate to People

Improvements
People: Changed wording when declining or approving a certification to reflect current notification settings
Accounts: Hid the communications tab when viewing account info of someone else's account

Bug Fixes
Accounts: Fixed error that failed to recognize first column on import
Accounts: Fixed bug that allowed access to modules that weren't active

New Features
Finance: Added automatic login link on email alerts for pending approvals
Finance: Created a new remote report: Budgets Summary
Finance: Created a new emailed report: My Budgets

Improvements
Communications: When communications module is turned off, the communications history now displays 'No message generated' instead of pending
Accounts: Added (r) to the end of any items or users distributed from a remote site
Reports: Added company name to remote reports
Reports: Added company names to remote reports
Finance: Added a new permission: Can submit budget items for approval
Finance: Configured different allowable actions when budgets are closed and archived vs. active

Bug Fixes
Documents: Fixed bugs relating to permissions
Documents: Fixed error with documents requiring approval
Actions: Fixed error that showed incorrect number of actions due on dashboard
Actions: Fixed bugs causing error messages when creating new groups
Accounts: Fixed error when deleting comment channels
Accounts: Fixed bug that prevented 'drag and drop' from working when editing a comment channel
Finance: Fixed formatting error on alerts and approver settings
Finance: Fix bug when archiving budgets
Finance: Fixed bug that allowed budget items to be submitted for approval when no approvers exist
Finance: Created error when re-submitting a budget item after unlocking it
Finance: Fixed formatting error when changing associated account for a budget
Remotes: Fixed error when removing a subdomain from remote access

Improvements
Remotes: Changed remote connections to VPN

Bug Fixes
Remotes: Fixed bug that left references to the subdomain in the hierarchy table after the subdomain has been removed from a remote connection

New Features
Finance: Add approvers to budget items
Finance: Added an option to submit budget items for approval
Finance: Added emailed alerts to approvers when budget items are submitted for approval
Finance: Added the option to add comments when an approver rejects or approves a budget item
Finance: Implemented locking of a budget item when submitted for approval with the option to unlock and reset all approvals
Finance: Added an icon to display the approval history which includes approvals, rejections, submissions for approval, unlocking/resetting of approvals, and marking a budget item as paid or unpaid.
Finance: Added sequential ordering of approvals
Finance: Added count of budget items that require approval to the KAStrack dashboard
Finance: Added an option to mark a budget item as paid
Reports: Created report of pending approvals of budget items on remote sites
Accounts: Updated footer to include HTML customization
Actions: Added ability to create a short-hand name for groups created from templates
Actions: Templates can now use steps from a different template
People: Added links for People reports (Certification Status and Role Status) to the People module

Improvements
Finance: Added access to a budget for users that are marked as approvers
Finance: Created message to show that budget is no longer available when clicking a link for a deleted budget

Bug Fixes
Finance: Fixed bug that broke the alerts pop-up box when an alert recipient was archived
Finance: Fixed bug that caused an error when no user or role was added as an alert recipient
Communications: Fixed errors caused by turning communications module on and off
Communications: Fixed bugs relating to emailed test report and alerts settings
Actions: Various bug fixes due to importing actions
People: Fixed error when submitting competency with '&' in the title
People: Fixed bug causing error when deleting a certification role
Reports: Fixed formatting error on reports

Improvements
Finance: Updated budgets module levels to be system level

Bug Fixes
People: Fixed bug that caused error with inherited certifications

Bug Fixes
People: Fixed bug that turned off logging
Accounts: Fixed issue when creating new accounts that use the same email or username as deleted accounts

New Features
Finance: Created a new module called Budgets that allows financial tracking of expenses per project.
Finance: Add Budgets widget to the KAStrack dashboard
Finance: Added options to close, archive, and delete budgets
Finance: When budget information is attached to an action group, a budget will automatically be created when the action group is created
Finance: Added automatic assignment of budget alerts when the budget is created from an action group
Finance: Added email alerts when remaining funds of a budget fall below a set amount
Finance: Implemented 'outstanding budget items' which highlights missing required fields within a budget item. This is only possible when a budget item is created from the completion of an action in the Actions module
Finance: Added budget module to the dropdown menu in header
Finance: Implemented 'outstanding' budget items
Finance: Added ability for a budget to be linked to an action group
Finance: Added ability for automatic creation of a budget group when an action group is created
Finance: Added ability for budgets to show on reports 'Executive Summary'
Communications: Added 'Executive Summary' emailed report for Budgets that displays outstanding budget items
Communications: Added ability to send a customized email at will
People: Added links for People reports to the People Module
Remotes: Added a log of distribution history
Actions: Added a new workflow status: 'close and repeat'

Improvements
People: Moodle courses are not allowed on remote certification
Actions: After adding a new action group from home page, it now automatically direct to the new group's page
Actions: Assignment changes for action items are now documented under 'Actions Taken/Comments'
Actions: Created ability to add an action from the 'Groups' page
Actions: Changed workflow ID to display name of the workflow when viewing the action group
Assets: Added links to go back to the asset on the log page

Bug Fixes
People: Fixed bug causing brand new certifications to not be distributed with an already existing distributed role
People: Fixed bug preventing submitting certification for approval
People: Fixed bug showing certification expiring on past date instead of 'never expires'
People: Fixed bug causing warning email to be sent out for non-required certifications
People: Fixed bug showing incorrect warning message when un-distributing a certification from a remote site
People: Fixed various formatting issues
Actions: Fixed bug that caused error when completing an action
Actions: Fixed bug that caused an error when trying to save 'Approver(s)' and 'Interested Parties' on the action's page
Actions: Fixed bug that showed incorrect status of actions on the dashboard
Actions: Fixed various import/export errors
Assets: Various bug fixes for the assets module
Communications: Fixed error when hitting refresh on 'Communications History' page
Accounts: Fixed error when saving registration profile

New Features
Remotes: Added ability to connect multiple sites and distribute data to remote sites.
Remotes: Added grouping of remote sites in order to organize distributions and reports
People: Added ability to distribute certifications to remote sites.
People: Added ability to distribute certification roles to remote sites.
People: Added feature to prevent deletion of certification roles and certifications unless the distributions to remote sites are first removed.
People: Added ability to 'drag and drop' attachments to the associated users page for a certification
Actions: Added ability to distribute action templates to remote sites.
Actions: Added the ability to copy action templates
Actions: Ability to create Action Templates
Actions: Ability to distribute workflows to remotes with Action Templates
Actions: Added inactivity warning to dashboard
Actions: Added new permission to "view-all-actions"
Actions: Added the ability to reset inactivity alert with a comment
Documents: Added ability to distribute documents to remote sites.
Documents: Added progress bar for uploads
Documents: Added ability to enforce acknowledging a video only after it has been played all the way through
Reports: Created new report that displays user certification status for local and remote sites.
Reports: Added ability to create 'Remote Reports'
Communications: Added ability to send communications to remote users
Accounts: Added ability for users to log into remote sites

Improvements
People: Added syncing of certification roles from master site to remote sites, so that any updates were distributed immediately.
People: Added improvement which prevents removal of distribution of a certification when that certification has been distributed with a role. Added a warning message explaining which roles are distributed with the certification and shows links to change, if desired.
People: Added a 'Back to Certifications' link on the certification info page
People: Organized certification roles alphabetically on remote sites
People: Added 'remote' label to the end of a remote user/certification/role
Documents: Added confirmation pop-up when closing document upload before completing upload.
Actions: Integrated a common header layout
Actions: Made change to show action group blank by default
Actions: In templates, made relative due date column to reflect n/a when n/a
Actions: Hid GUID when editing action group
Actions: On template, add 'calculate action due date from' for automatic creation of groups by certification role
Actions: Added ability to export/import template actions
Actions: When viewing action group, display username instead of ID
Actions: Include the status changes in the 'Actions Taken/Comments' section
Actions: Add ability to send inactivity alerts
Actions: Send inactivity alert to focal point when automatically creating group per certification role
Actions: Automatically create action group from template by certification role assigned.
Actions: Added ability to reset activity by a comment when inactivity alert is set
Actions: Added inactivity warning to dashboard
Actions: Improved permissions for Action Groups
Actions: Changed heading "Parties" to "Interested parties" inside of an action.
Actions: Have action status default to initial status, and have no "blank" option
Communications: Set the default alerts to 'Real Time' for New Account Settings
Communications: Added the ability to load additional 7 days for Communications History

Bug Fixes
People: Fixed bug that prevented ability to hide a certification from a customized access level
People: Fixed bug that created error when approving or declining a certification with a '&' in the title
People: Fixed bug that caused a formatting error on the user pop-up box on the 'Home' page.
People: Fixed bug that caused an error in Moodle
People: Removed visibility of 'Associated Roles' and 'Associated Users' for access levels without that permission.
People: Fixed bug that showed incorrect certification status on emailed report.
Documents: Fixed bug that caused error when uploading document requiring acknowledgement.
Documents: Fixed error when showing future review
Documents: Fixed bug causing certification roles to not sync with acknowledgements.
Actions: Fixed bug where action number repeats as 10 on default
Actions: Fixed bug causing error on mobile menu
Actions: Fixed bug that did not recognize that an assigned user was archived.
Actions: Fixed bug causing blank groups to show in action groups
Assets: Fixed error with logging maintenance
Communications: Fixed bug causing assets to not receive 'Real Time' communications

Bug Fixes
Documents: Fixed bug that incorrectly displayed when a user was last active for the status of acknowledgements

Bug Fixes
Communications: Fixed bug that showed Actions column in Account Settings when Actions module was inactive
Communications: Fixed bug that sent out old emails when turning on master switch
Communications: Fixed multiple bugs when making multi user edits in Account Settings
Documents: Fixed bug that displayed archived users under status for document acknowledgements
Documents: Fixed bug that required acknowledgements/approval/reviews for deleted documents
Assets: Fixed bug that created in inconsistent number of due maintenance tasks on the supervisor view vs. the dashboard
People: Fixed bug that approved a certification after selecting the decline option when an apostrophe existed in the certification name

New Features
Assets: Created email alerts when a fault is logged
Assets: Added ability to change date format: MM/DD/YYYY or YYYY-MM-DD
Assets: Added new report that shows detailed status of assets
Accounts: Added registration link option when creating an account
People: Added new email report that shows due certifications by supervisor

Improvements
Assets: Added title and type fields to Asset Type popup box
Assets: Changed maintenance tasks to show 'date due' instead of 'days until due'
Assets: Made deferred items consistently show as 'indefinitely' on maintenance page
Assets: Allow defer notes to appear on maintenance/task schedule page
Assets: Updated verbiage for 'on expiry' tasks to make it clear when the expiration date is
Assets: Set current time as the default time when logging maintenance
Communications: Updated search box in account settings to only search the 'name' field
Accounts: Added link to Communications for module dropdown menu in header
People: Added inability to create two certifications with the same name
People: Updated Moodle theme
People: Added syncing of user list in Moodle based on whether or not the certification is associated with a Moodle course
People: Changed 'user roles' to 'certification roles'
People: Added 'Duration' column to Certifications page

Bug Fixes
Actions: Fixed bug that created an error when viewing actions by user
Assets: Fixed bug that showed a deferred item as green on the detailed view
Assets: Fixed bug that prevented Asset Type fields from being saved
Assets: Fixed bug that caused the date field to start blank
Assets: Fixed bug that showed an invalid due date when using the 'on expiry' option for a maintenance task
Communications: Fixed bug that sent out Actions summary when 'Do not receive' was selected
Documents: Fixed bug that prevented the 'Use Filename' option from working when there was an apostrophe in the name
Accounts: Fixed bug that prevented password reset emails from sending
Accounts: Fixed bug that created error message when creating an account through a registration link
Accounts: Fixed bug that allowed user to delete an account photo with the permission to do so
People: Fixed bug that caused incorrect expiration date on certifications submitted from Moodle
People: Fixed bug that failed to assign certification roles for registration links of existing accounts
People: Fixed bug that produced incorrect expiration date when editing a submitted certification
People: Added options for sending emails of approved and declined certifications: the certified user, the certified user's supervisor, and/or the person who submitted the certification

Bug Fixes
Assets: Fixed bug that prevented users with certification role access from viewing maintenance log files

New Features
Accounts: Added a new permission that allows a user to edit their own account information
Accounts: Added the ability to lock fields to override permission for user to edit their own account information
Accounts: Added a new permission that allows users to edit and delete comments on accounts
Accounts: Added confirmation notices after most actions in KAStrack->Accounts (e.g., Archive/Un-archive, Add/Remove Access Level, Add supervisors, etc.)
Accounts: All emails are now sent through the communications module, which means that users can select whether emails should be sent in digest form
Meetings: Added two new reports to show meeting attendance linked to View Report in tables of meetings
Meetings: Integrated Meetings module with Reports modules, which makes Meetings available when creating custom reports
Meetings: Added the ability to track non-KAStrack users as participants in meetings
Meetings: Added a popup when clicking on the number of participants in a meeting to display the list of participants
People: Added a popup showing detailed information about outstanding certifications required and time/cost to train to the table of users when editing users associated with a role
People: Added a new permission that allows users to edit and delete comments on user certifications that are not their own
People: Added a button to show the history of who has edited a comment
People: Added list of existing comments and ability to add new comments when editing a submitted certification
People: Added clickable comment icons to list of submitted certifications requiring approval that shows comments with the ability to edit and delete
People: Added competency to QR code user reports in People->Administration->Accounts
People: Added a confirmation notice to the top of the page after submitted certifications are approved or declined
People: Added drag and drop for uploading attachments when editing a certification and changed the form so that removing an attachment is undone if the form is cancelled
People: Added description when submitting a certification of when the certification will become blue, yellow, or red based on the expiration date
Actions: Added ability to expand and collapse groups
Actions: Added ability to add a new action directly to a group
Actions: Added ability to update the status/assigned-to directly from the dashboard
Actions: Added feature where an action will disappear when marked as completed
Actions: Added feature that automatically creates a comment with upload details when someone attaches a file to an action
Actions: Added ability to change action status from the action’s information page
Actions: Added ability to group actions by due date
Actions: Added ability to bulk edit action items on 'Manage Actions' page
Actions: Added buttons to expand all and collapse all actions
Actions: Added option to view completed actions
Actions: Added ability to select workflow per action
Actions: Added ability to assign certification role to 'Interested Parties' field
Assets: Added ability for 'Cost and Time Summary' to include components
Assets: Added number as an asset type field type
Assets: Turned 'one-time' tasks back to active when deleting the logged maintenance task
Assets: Added ability to see deferred notes on Dashboard and My Assets pages
Assets: Added default asset fields to the 'view' popup display
Assets: Updated file list when uploading a file to a completed task in the log
Assets: Added ability to change order of fields under asset types
Assets: Added 'Log maintenance/task' 'Log Fault', and 'Log Data icons to the Manage Assets screen
Assets: Added option to customize expiration date (On expiry)
Documents: Added buttons to expand and collapse all groups
Documents: Introduced framework to play video files for future release
Communications: Added the ability to switch on/off per site
Communications: Added ability to select default communication settings for newly created accounts
Communications: Added ability to manage communication options for other accounts

Improvements
Accounts: Added an explanation of what numbers mean in parentheses in KAStrack Dashboard module widgets
Accounts: Updated the favicon icon that shows up in browser tabs
Accounts: Removed 'KAStrack is a subsidiary of Safety-Intelligence' phrase from footer
People: Updated descriptions when editing certifications to make it more clear when submitted certifications turn blue and yellow
People: Added “select all” checkboxes when creating shared reports to select all users for a role
People: Added a clickable icon in the training matrix to make it clear when a certification has attachments
People: Added counts of associated users to the table of roles at People->Roles
People: Added information about whether batch submission is enabled and for what number of roles to certification description
People: Changed all links to Moodle courses to open in a new tab
People: Updated 'People' link in Moodle to link back to KAStrack
Actions: Updated graphic for workflow status selections
Actions: Changed 'Comments' to 'Actions Taken/Comments' when viewing an action's information page
Actions: Made assignee visible on the actions home page
Actions: Moved 'Manage Actions' to admin and renamed 'Home' to 'Actions'
Actions: Changed '+' icon to 'file-o' for adding a new action in a group.
Actions: Alphabetized group list when adding new actions from home page
Actions: Added title of current workflow on 'Manage Statuses' page
Actions: Changed action color to green when completed
Actions: Added ability to use a non-integer for an action number
Actions: Added 'Show all actions' option to dropdown menu on Actions dashboard
Assets: Changed the 'x' to a 'garbage can' icon in the maintenance log display
Assets: Alphabetized list of Asset Types when editing the asset
Assets: Removed 'X' on maintenance tasks that are not deferred and replaced with 'no'
Assets: Added additional information about logged faults in the log history (who logged the fault, who edited it, who deferred it, who fixed it)
Assets: Removed assignment of user for new components when they are already assigned to the parent
Assets: Changed 'Notes' to 'Additional Information' when entering a maintenance task
Assets: Changed 'Notes' to 'Notes from Maintenance/Task' when completing maintenance
Assets: Added the phrase 'No maintenance / tasks exist' when selecting 'Copy another maintenance schedule' and no other tasks exist for that asset
Assets: Added 'Decimal Places' field to popup display when viewing asset type field type (number)
Assets: When logging maintenance, changed the performed date to start as blank and added a today button to put in the current day / Defaulted the time to 23:59:59
Assets: Optimized Dashboard and My Assets pages to increase speed
Assets: Added component name to meter drop-down menu when recording asset data
Documents: Aligned columns between groups on home page
Documents: Added a permission to delete comments on documents
Communications: Added salutation to email
Communications: Forced all fields to 'Do not change' when editing account settings

Bug Fixes
Meetings: Fixed bugs having to do with adding the same participant to a meeting more than once, allowing archived users to be added to meetings, and displaying meetings that have archived or deleted users as participants
People: Fixed a bug that occurred when navigating to a user’s Submit Certifications page if no certifications are available to be submitted
People: Fixed a bug that occurred when attempting to override user certification expiration dates to change to “Never Expires”
People: Fixed a bug that prevented competency attachments from being displayed on the training matrix
People: Fixed a bug that prevented autocompletion of expiration date when editing the completion date of a competency
People: Fixed bugs related to archived/deleted users on shared reports
Actions: Fixed bug that made the group count disappear after switching filter
Actions: Fixed bug that put actions out of order when adding new actions on the Manage Actions page
Actions: Fixed bug that hid 'New status' button for a custom workflow
Actions: Fixed bug that prevented status assignment when adding new group from actions dashboard
Actions: Fixed bug that failed to autocomplete 'Action Number' and 'Warn before (days)' fields when adding new action
Actions: Fixed bug that hid the assignee when viewing the action information page
Actions: Fixed bug that hid listed permissions in 'view' pop-up box under module levels
Actions: Fixed error when copying workflow
Assets: Fixed bug that hid maintenance tasks in the 'view' popup box when not assigned to asset
Assets: Fixed bug that created error when switching asset types
Assets: Fixed a bug that showed archived users assigned to tasks
Assets: Fixed a bug that showed a blank user assigned to an asset when that user had been deleted
Assets: Fixed bug that altered the formatting when going to the components page from 'My Assets'
Assets: Fixed a bug that allowed defer dates to be in the past
Assets: Fixed a bug that hid the 'deferred' checkbox when editing the maintenance task
Assets: Fixed bug that allowed employees to have access to the Manage Assets tab
Assets: Fixed bug that created error message when saving invalid format for the asset type field (date)
Assets: Fixed bug that displayed an expired task (red) on the dashboard for an asset when the user was only assigned to the component of the asset
Assets: Fixed bug that failed to update task when following another task which is edited
Assets: Fixed bug that created an error message when an employee tried to log maintenance
Assets: Fixed bug that prevented decimals from being logged
Communications: Fixed bug that created an error on access levels page
Communications: Fixed incorrect URL in footer of email

Bug Fixes
People: Fixed a bug filtering users included in People reports sent through the Communications module
People: Fixed the dropdown filter in the header to filter by supervisor’s employees on the People->Reports page

New Features
Documents: Added ability to title the document name the same as the file name with one click

Improvements
Accounts: Moved user/role autocomplete function out of Meetings module so that all modules can access it even if the Meetings module is not active
Assets: Added files icon in the log for completed maintenance.
Documents: Sorted documents alphabetically

Bug Fixes
Meetings: Fixed audit logging of create/delete/edit meetings
Assets: Fixed bug that allowed a user assigned to a sub-component to see maintenance items in the main component.
Assets: When deleting a maintenance item with an attachment, this bug removed the attachment from another maintenance item logged at the same time.
Assets: Fixed a bug that incorrectly copied meter information when copying an asset
Assets: Fixed a bug that showed incorrect color for asset when a component had a fault which was still usable.
Assets: Fixed an issue where a deleted completed maintenance task was not showing as opened again.
Assets: Fixed a bug that showed asset-type fields blank in the edit popup display when opened from the parent component page.
Documents: Fixed bug that prevented group from being saved on initial upload
Documents: Fixed broken tag filter
Documents: Fixed "Download all documents requiring action" button.

New Features
Accounts: Added ability to import custom fields and re-import existing accounts with detailed error detection and reporting
Accounts: Self-registration notifications with option to require approval
Accounts: Require unique email address or auto-generate one if none is provided
Accounts: Bulk archive/delete accounts
People: Adjusted expiration dates so that certifications are not red until the day after expiration
People: Email notifications to employee when certifications are approved
People: Added Users With Certification NOT Required table and a column that lists attachments to Certification->Associated Users
People: Warn user when they are about to hide a certification from themselves
Documents: Added groups to allow for organization of documents

Improvements
Accounts: Move People user info page to KAStrack user info page
Accounts: Change format of registration profiles from tabs to table
Accounts: Added a loading graphic for new user registration
People: Adjusted expiration dates on shared reports so that reports are still available on the date of expiration and redirect gracefully when expired report links are accessed
Assets: Changed wording of 'Access Roles' to 'Access Levels'
Documents: Added link to documents needing review/acknowledgement to the module summary on the KAStrack dashboard
Documents: Changed wording of 'Access Roles' to 'Access Levels'

Bug Fixes
People: Fixed the View Supervised Users button to expand all rows in matrix
Actions: Fixed bug that prevented searching by account name when assigning assets
Actions: Removed unnecessary 'x' buttons next to users assigned to access levels
Actions: Fixed bug where database failed to be created for Actions Module with new servers
Assets: Fixed the supervisor page to load properly
Assets: Fixed bug that allowed a user to manage all assets under a parent component when assigned to one sub-component.
Assets: Fixed errors in the "Follow another maintenance's schedule" feature
Assets: Fixed bug that didn't allow a new trigger to be saved when switching from "Follow another maintenance's schedule"
Assets: Fixed a bug that incorrectly copied following maintenance tasks when copying the asset
Assets: Fixed colors to show yellow and red at the proper times for assets
Assets: Fixed bug that showed the coding instead of a line break
Assets: Fixed a bug that allows an asset to move underneath itself making the asset not visible
Assets: Fixed bug that prevented assets from being moved
Assets: Removed unnecessary 'x' buttons next to users assigned to access levels
Assets: Fixed bug that displayed archived assets when in the "Move" popup box
Documents: Fixed bug that prevented the download of a document
Documents: Fixed bug that prevented searching by account name when assigning documents
Communications: Fixed bug that sent reports to archived users

New Features
KAStrack: Allow admins to add custom fields to store additional account information
KAStrack: Added ability to export accounts in csv/Excel format
KAStrack: Module access is determined by Access Levels and removed the Module Access section from the Admin area
Actions: Added the supervisor page
Actions: Added page to provide details for communications module
Actions: Add permission for comments and prevent observers from adding comments
Assets: Added the supervisor page
Assets: Added page to provide details for communications module
Assets: Added Asset Types
Documents: Added the supervisor page
Documents: Added page to provide details for communications module
People: Added drag and drop certification uploads to tables on User page and to user certification submission forms everywhere.

Improvements
KAStrack: Made email address required for all accounts, but auto-generate one if none is provided.
KAStrack: Changed “Action Tracker” to “Actions” everywhere
KAStrack: Changed “Users” to “Accounts” everywhere
KAStrack: Changed “Access Roles” to “Access Levels” everywhere
KAStrack: Added links to certifications listed in People Dashboard Widget
KAStrack: Removed company option from Registration Profiles
KAStrack: Sort Registration Profiles alphabetically
KAStrack: Hide “archive” button for logged in user’s account
KAStrack: Created a background process to speed up site performance by queuing some time-consuming operations such as notifying modules of changes made by other modules
Actions: Updated the dashboard to include supervised users
Actions: Updated the look and feel of the dashboard page
Assets: Updated the dashboard to include supervised users
Assets: Updated the look and feel of the dashboard page
Assets: Updated maintenance/task rules to allow for 0 day warnings (go yellow in the morning of the due date)
Assets: Added text to show when the maintenance/task will change state based on the rule
Assets: Updated asset logs to show attachments in the listing
Assets: Updated to allow viewing the log of completed corrective maintenance items
Assets: Updated "Maintenance" to "Maintenance / Tasks"
Assets: Added defer details to deferred assets on the assets dashboard
Documents: Updated the dashboard to include supervised users
Documents: Updated the look and feel of the dashboard page
Meetings: Sort meetings in tables by date
People: Changed links in the training matrix to point to User’s certification page to more easily upload new certifications
People: Display the current module (“People”) in the header
People: Added a “select all” option for selecting roles in certification batch submission settings
People: Improved the load time for People reports, especially for reports with many expired or due certifications
People: Blank user certification comments can no longer be submitted

Bug Fixes
KAStrack: Fixed a bug that allowed Admins to assign users KAStrack internal access levels
Assets: Bugfix to allow saving when the maintenance type changes from corrective to regular
Documents: Fixed bug where archived users were being shown
Meetings: Fixed a bug that made Host a Meeting button break when an assigned certification role for meeting participants was deleted

New Features
KAStrack: Added a summary widget for Competency to the KAStrack Dashboard.
KAStrack: Added a summary widget for the Learning Management System (LMS) to the KAStrack Dashboard.
KAStrack: Added an option to turn off logging.
People: Added support for selecting course teachers in certifications.
People: Users with a required certification are now automatically added as students to corresponding Moodle courses.
People: Moodle users, courses, and users’ course roles are now automatically synced with KAStrack users and certifications in the background.

Improvements
KAStrack: Updated username character restrictions to match Moodle’s internal username character restrictions to avoid potential issue of Moodle user not being created.
KAStrack: Consolidated scripts that run in the background to ensure that all servers and all databases are included in background tasks like sending supervisor reports, backups, syncing, etc.
KAStrack: Logs table now starts sorted with most recent entries displayed first.
KAStrack: Added pagination to the Logs table to show 10, 20, 50, or 100 entries at a time.
KAStrack: Added a warning message when attempting to delete a registration profile.
People: Changed the name of the Certifications tab in the Users section to either “My Certifications” (for the logged-in user) or “User Certifications” to avoid confusion with “Certifications” tab in main navigation.
People: Users can now see certifications if at least one of their access roles is allowed to see it instead of hiding certifications from users if any of their access roles was not allowed to see it.

Bug Fixes
KAStrack: Improved support for double quotes in user first and last names
KAStrack: Fixed the cancel button on the Import Accounts page
People: Fixed a bug that prevented user from being listed on the Associated Users tab for some certifications.
People: Fixed a bug that prevented user names from being displayed in the Creator column for Shared Reports
People: Fixed several bugs that caused layout issues in the certification matrix.
Moodle: Updated links in the header to make sure that they point to the correct KAStrack installation

New Features
New Meetings Module allows users to track meeting attendees
Created scripts to automate Moodle upgrades
Upgraded to latest version of Moodle 3.3.x

Bug Fixes
KAStrack: Fixed the update script to handle new modules and new permissions model

Bug Fixes
KAStrack: Fixed a bug that gave some users access to the Users tab who should not have access
People: Adjusted default Supervisor permissions to match permissions prior to the release of 6.0, including the addition of "Can edit user tags", "Can assign user to roles", and "Can manage report visibility"
People: Fixed a bug that caused errors when submitting competency

New Features
KAStrack: Major updates to access roles and permissions model. Each module can have a customizable set of Module Roles that can be assigned to KAStrack-level Access Roles. Users are assign KAStrack-level Access Roles and get permissions based on associated Module Roles.

Improvements
People: Added Moodle Admin permission option to People Module Roles

Bug Fixes
KAStrack: Fixed some bugs in the display of audit logs
KAStrack: Fixed a bug that prevented registration tabs from being displayed
KAStrack: Fixed a bug that prevented the archived accounts tab from being displayed
KAStrack: Fixed a bug that prevented admins from being able to set user passwords
People: Fixed formatting of the certification matrix
People: Fixed a bug changing the expiration date of certifications
People: Fixed a bug changing the expiration date when batch submitting certifications
People: Fixed a bug that sometimes caused errors when submitting certifications
People: Fixed a bug adding attachments when submitting certifications

New Features
KAStrack: New user self-registration
Default registration profile can be set up to add access roles and certification roles to new users
Added support for multiple registration profiles with different registration URLs
Added ability to select supervisors for default registration and registration profiles
If user is already registered, access roles, certification roles, and supervisors are added to that user

Improvements
KAStrack: Added a link to People User page in People module summary
People: Added Outstanding Requirements section to People User page
People: Added button to expand all supervisors on training matrix that was missing if there is only one company displayed in the matrix
People: Updated training matrix style to handle long certification names that sometimes caused the first user row to be cut off

Bug Fixes
KAStrack: Fixed a bug that made it impossible to create new KAStrack subdomains
KAStrack: Fixed a bug in the Moodle update process that prevented background tasks from being performed in Moodle such as sending completed course certifications to People
People: Fixed a bug that made it impossible to edit submitted certifications if instructors are not tracked
People: Fixed a bug that sometimes made it impossible to save changes to batch submission permissions when editing a certification

Bug Fixes
People: Fixed a bug that sometimes prevented expiration dates from being calculated properly when submitting a certification
People: Fixed a bug in Moodle that prevented changes to access roles permissions from being saved

New Features
People: New user certifications can be saved without being submitted
People: Submitted certifications can be edited by submitting user or by approvers. Approvers have the ability to make changes to submitted certification and attachments before approving.

Improvements
People: Email reports now include the subdomain that sent the report
People: Updated logo
People: Certifications have a new permission: hide from QR reports
People: QR report URL updated
People: Added link to Moodle in header dropdown and on table of certifications

Bug Fixes
People: Fixed a bug that prevented attachments from being uploaded on batch certification submissions

New Features
People: Batch submission of user certifications. Batch submission allows a user to submit user certifications for multiple users in a single form (e.g., participants of a safety meeting). Certifications have a new option “Allow batch submission” where certification roles can be given access to the new User -> Batch Submit Certifications tab.

Improvements
People: Moodle site admins are now automatically updated when access roles are edited or when an access role is added/removed from a user.

Bug Fixes
People: Fixed a bug that caused Account Info page to show all users’ status as Hidden
People: Fixed a bug that caused all archived user certifications to show up multiple times on User -> Certification page.

Improvements
KAStrack: Updated backup scripts to backup all databases including Assets and Training

Bug Fixes
KAStrack: Fixed two-factor authentication for admin site
KAStrack: Fixed email bug that prevented emails from being sent when using Forgot Password and Set as Temporary Password
People: Fixed a bug that made Moodle inaccessible to new admins
People: Fixed the feature that auto-submits certifications when Moodle course is completed.
People: Email notification for declined certification now correctly fills in certification name.
People: Fixed a bug when user submits certification, has permission to approve the certification, but has at least one role that is not allowed to see the certification.

Improvements
KAStrack: Admin passwords cannot be changed on subdomains.

Bug Fixes
KAStrack: Become user and set password now uses admin password.
KAStrack: Fixed a bug that showed up when trying to change username in Edit Account Info.
People: Improved form error handling when adding a KASE.
People: Fixed a bug that made it impossible to add more than one requirement to a role.
People: Fixed a bug that sometimes caused the wrong expiration date to show on User Certifications list.
People: Added redirects to fix old QR code URLs.
People: Fixed a bug that made Moodle inaccessible on the new live server.

Improvements
People: Updated email notifications for due/overdue certifications, competencies, and kases to go to all users that should receive them rather than only users with the Employee role.
People: Synched all Moodle training users and courses with KAStrack users and certifications to make training module available on all live sites.
People: Added error messages to Add Certification form.
People: Better error handling on Add Instructor form.
People: Better error handling on Submit KASE form.
People: Changed the home page in People for users who are not supervisors to their user page instead of the training matrix.
People: Better user experience for adding multiple role requirements to a role.

Bug Fixes
KAStrack: Fixed a bug that sometimes made it impossible to delete a user certification.
KAStrack: Fixed a bug that sometimes made it impossible to approve a user certification.
KAStrack: Fixed a bug that prevented forgotten password reset from saving the new password.
People: Fixed multiple bugs with email reports. Fixed a bug that prevented reports from being sent out. Fixed a bug that caused the wrong set of users to be included on reports.
People: Fixed a bug that prevented creation of new instructors.
People: Fixed the URL to View User Report in People Administration.
People: Fixed a bug in Administration -> Account Configurations that caused only one user access role to be displayed per user.
People: Fixed a bug that occurred when trying to Edit Company Roles from a Company page.
People: Fixed a bug that prevented comments from being saved correctly on User -> User Info page.
People: Fixed cancel button on Certifications -> Add Certification
People: Fixed a bug that sometimes caused Create New Tag option for segment to disappear when adding tags on KASE creation form.
People: Fixed a bug that added incorrect tags to Users when creating a new tag to a user on User -> User Roles.
People: Fixed link to shared reports in Reports -> Shared Reports.
People: Fixed links to certifications in User -> Required Certifications.
People: Fixed links to roles on Company page.
People: Fixed link from logged in user name to direct to logged in user's user page.
Assets: Various bug fixes

New Features
Initial release of Assets module.
The original KASTrack module has been renamed to People.
Created an admin site/module for cross-domain KAStrack administration tasks.
Includes subdomain creation, which now installs both People and Assets.
KAStrack admin account creation and administration.
Implemented two-factor authentication, which requires admin users to click a link in an email the first time they log in on a device.
Auto-logins allow admin users to automatically log in to subdomains from the admin site.
Subdomain access can be set for each admin user.
Admin users can become other users from the Administration section on any subdomain. o Added a banner in KAStrack that allows admin users to switch back to their account if they have become another user.

Improvements
New design for module navigation on KAStrack and People with a link to KAStrack and a dropdown that lists all modules.
Added error checking when importing users from CSV files. Also added notices after importing users that indicate how many users were imported and which lines, if any, could not be imported.

Bug Fixes
Fixed a bug that sometimes caused a redirect to Moodle after logging in.
Fixed a bug that kept users logged in to Moodle after logging out of KAStrack.
Fixed a bug that made it so users were not forced to reset their password after a temporary password reset.
Fixed a bug that made it impossible to add new instructors to People.
Fixed a few small bugs having to do with submitting blank forms throughout the site.

New Features
Module summaries added to the KASTrack dashboard.
Moodle installed on live sites.
Moodle courses can be synced to KASTrack certifications with a single button click. Extraneous courses are deleted, existing courses are updated to match certification details, and missing courses are added and linked.
Moodle users can be synced to KASTrack users with a single button click. Extraneous users are deleted, existing users are updated to match KASTrack users, and missing users are added and linked.

Improvements
All users are now shown the OMS dashboard when logged in rather than sending non-supervisors to KASTrack.
Existing submitted certification attachments are no longer deleted on Moodle course completions.
Added links to all modules in KASTrack header so users do not have to go back to OMS to access them.
Upgraded Moodle to the latest version and implemented a process to make future upgrades simpler.
When editing tags to a user, tags are now added if they are selected in the drop down even if the user does not click Add Tag.

New Features
Added support for Moodle: Users created/edited in KASTrack are also created/edited in Moodle. Certifications created/edited in KASTrack are also created/edited in Moodle. Plug-in for Moodle to update KASTrack when courses are completed. Authentication plug-in for Moodle to use KASTrack logins.
Added CSV import option for users.
Implemented KASTrack API so that other modules are able to access user certification phase information.

Bug Fixes
Fixed a bug that prevented the ability to delete certification roles.
Current certifications not showing up correctly on user certification list.
Current certifications not showing up correctly on user report.
Current certifications not showing up correctly on individual user certification page.
Current certifications not showing up correctly on user role page.
Current certifications not showing up correctly on Print Report pages.
Cancel button went to wrong user for submit user certification form.
Submit certification page was showing initial info when it should be showing refresher information.
No longer showing non-kastrack users in list of potential delegates.

New Features
Added support for enabling Asset Tracker in OMS.
Added user-level control of module access.
Added QR codes for User Reports.

Improvements
Fixed a security issue that allowed some hidden reports to be shown on Shared Reports.
Made the login page responsive for viewing on mobile devices.
Fixed a bug that prevented some users from being shown on the training matrix depending on the supervisor hierarchy.

Improvements
User photos can now be deleted when editing user info.
Logged out users are now taken to the page they attempted to visit when the log in rather than the homepage.
Users are no longer logged out if they change their username.

Bug Fixes
Fixed a bug that prevented second-tier and deeper employees from being listed alphabetically by last name on the training matrix.
Resolved errors that occured when submitting comments on user certifications.
Fixed broken form validation.
On the assessment and add/edit certification forms, fields that must be numeric give an error if the entry is non-numeric.
On the edit user form, only images are allowed to be uploaded as user photo.
On the edit company info form, only images are allowed to be uploaded as the company logo.
All fields that are marked as required now give an error message if they are not filled out.
Account role names can now be edited.
Fixed error messages that appeared when editing a user's KASE.
Addressed several bugs that made it difficult to change email report settings.

New Features
A new Overall Management System (OMS) was created, which will allow users to access multiple tracking and support modules with a single login.
Log ins are handled seamlessly by OMS.
There is an OMS Dashboard with links to available modules, such as Kastrack and Asset Tracker.
Account creation and administration is handled by OMS with relevant links that pass between Kastrack and OMS seamlessly with appropriate notices appearing at the top of the page when forms are submitted successfully.
All non-Kastrack-specific user account information is now edited through OMS.
Module-specific user setup is done within the specific module (e.g., Kastrack).
Added refresher courses to certifications.
An option has been added to certifications to include refresher course information including the training time, cost, notification intervals, and duration refresher course certifications are valid.
If available, refresher course values will be used across the site if an existing certification has been submitted and approved.
Added Print Report option, which prints lists of existing and required certifications for selected users on the Kastrack Users page.

Improvements
Improved the interface for editing kastrack-specific user settings including multiple roles and filtering disallowed supervisors from supervisor options.

Bug Fixes
Fixed a bug that broke the dynamic search and ordering of the active and archived account tables for some users.

New Features
Added support for recording certification instructors.
If the instructors features is turned on, instructors can be created in the All-Certifications area.
When submitting a certification, a list of instructors is available to be added to the certification record.
Associated instructor information is listed everywhere that user certifications are listed.

Improvements
The training matrix was made more readable by dynamically filtering roles to which no users are assigned.

Bug Fixes
Fixed a bug that made it impossible to update user settings without changing the username.

Improvements
Added the ability to add attachments to KASE segments.
Increased maximum file upload size from 2MB to 50MB for all forms.
Added the ability to add/remove attachments on all forms that allow attachments by listing existing attachments in those forms, including user certifications, user assessments, segments, and company settings.

Bug Fixes
Fixed a bug that made it impossible to upload attachments when submitting a user KASE.
Fixed a bug that caused errors when user KASE form is submitted with missing required fields.
Added error checking on all forms that allow file upload to alert users when file attachments exceed the maximum allowed file upload size.

Improvements
Improvements to the training matrix and shared reports.
KASE name links in modals link to appropriate user KASE page so that KASE can be edited (user KASE page) or submitted (submit KASE page).
Assessment column is now hidden on training matrix and on shared reports if no users are required to have the assessment.
Clicking on a certification cell in a supervisor row of the matrix expands the supervisor to show supervised user rows.
Added Overdue and Expired assessments to the user modals in the training matrix.
Added titles to all the modals in the training matrix.
All links in assessments table on user report pages now open information in a modal and all links within those modals load content in the modal. This is necessary because the user reports can be accessed without being logged in. Only public information is displayed in modals.
Added an option to view any account role's permissions from the Account Roles page in the Administration section.
If a user tag is selected when editing tags, but not explicitly added, saving the form still adds the tag.
Modified the user interface for adding segments when creating or editing KASEs to improve user experience.
Added "Required" column to the table of segments on user KASE page to indicate whether a segment is required for the user. Segments are required for a user if they meet the following conditions and are part of a KASE that is part of a role assessment for a role that the user is assigned. The segment must either be marked as "global" or they must be marked as "specific" and have at least one tag that matches a user tag.
On submit KASE page, the drop down list of KASEs has been replaced with a full table of KASEs that includes an indication of whether a particular KASE is required for the user.
Clicking "Hide" or "Show" on Account Configurations is now done inline without reloading or redirecting the page.
Added a help icon next to suggested score on user assessment score modal.
Email addresses are now validated and must be unique on account creation and user info forms

Bug Fixes
Assessments table is being correctly populated on the user report pages.
Deleting a kase now also deletes any associations between that kase and role assessments.
All expired/overdue KASEs that are required are now showing up on email reports where they were not showing up if there was nothing on file.
Resolved warning notices on Quick Edit Supervisor modal in account configuration section.
Resolved warning notices on user report page when not logged in.

New Features
Added tracking of KASE assessments in three phases: valid, overdue, or expired.
Assessments are associated with roles and may be required for any role. A score can be associated with a user for an applicable assessment.
Assessments consist of KASEs, which are areas of assessment. A score can be associated with a user for an applicable KASE.
KASEs consist of segments. A score can be associated with a user for an applicable segment along with file attachments. Segments either apply to all users in an assessment ("global" segments) or only users with a matching tag ("specific" segments). This supports the ability to have assessments with elements that are shared across users as well as elements that may be specific to certain users based on location, experience, or other characteristics that may affect the content of an assessment.
KASEs only apply to users who are in a role that requires the KASE as part of its assessment. In order for a KASE to apply to a user, it must also have at least one segment that is "global" or a "specific" segment with a tag matching one of the user's tags.
Either competency or assessments can be tracked, but not both. Kastrack staff has the ability to choose between competency tracking, assessment tracking, or neither. All data is preserved if tracking mode is changed.
Added assessments to reports.
Added assessments to training matrix. Indicates whether an assessment is required and the phase of required assessments. Required assessments are counted in the summary counts ("due", "overdue", "expired") for companies and roles as well as the summaries of supervisors.
Added assessments to shared reports with the same features as the training matrix.
Added overdue and expired assessment KASEs to supervisor reports.
New "Assessments" section available in main navigation.
Lists all KASEs with links to KASE pages.
New KASEs can be added and configured here.
Added KASE pages.
Allows KASE to be edited, including adding and removing KASE segments, entering whether a KASE expires and the time it takes to perform the assessment, configuring email notifications about expiring KASEs, and deleting the KASE.
Includes a list of role assessments that require the KASE.
Includes a list of users associated with the KASE (i.e., users with roles that require the KASE).
Added user assessments to user roles page.
Displays assessment phase and score.
Provides links to full user assessment pages for the user, which include the ability to edit the user assessement.
User assessment pages provide links to user KASE pages, which provide the ability to edit the user KASE.
Added new permissions related to KASE assessments.
Options to allow users in a given role to submit assessments for themselves, their supervised users, or all users in a given tool role.
Options to allow users in a given role to approve and delete assessments for themselves, their supervised users, or all users in a given tool role.
Option to allow users in a given role to edit user tags in order to associate users with KASE segments.
Options to allow users in a given role to view, edit, create and delete assessments, KASEs, and segments. Permissions for submitting assessments to supervised users are not given automatically to delegated supervisors.
Implemented assessment KASE privacy.
KASEs can be hidden from reports.
KASEs can be hidden from specific tool roles.
Implemented tags to associate users with specific KASEs/segments.
Tags must be unique and can be created wherever they can be assigned to a user or a segment.
Added ability to edit user tags on the user roles page.
Added ability to edit segment tags on the KASE page when adding or editing a KASE

Improvements
Switched "Users" and "Reports" tabs.
Unique names are now required for certifications.

Bug Fixes
Fixed typos in password reset email.
Fixed several bugs that sometimes caused bad information to show on user report pages.
Fixed a number of bugs that kept some information from being visible on the site, including some expiration dates for certifications.

New Feature
Added support for user photos, which are displayed on the user info pages and the user report pages.
Added Kastrack "internal" roles that are hidden from normal users. These roles will allow Kastrack staff to access and debug Kastrack sites without cluttering user lists.
Added Kastrack Settings to the Settings section to allow Kastrack staff to adjust site settings.

Improvements
Changed supervisor summary counts in the Matrix to reflect only unique due/overdue/expired counts of any supervised users. This avoids double-counting when a supervisor oversees two other supervisors who supervise the same user.
Added asterisks next to required fields in all forms throughout the site.
Multiple supervisors can now be added when creating a new user.
Added ability in Account Configuration to set new password directly for users with option to make it a temporary password that must be changed when the user logs in.
Simplified layout of the Administration section.
Moved Role Permissions tab to Accounts section.
Moved all account configuration options (including supervisor setup, user roles setup, archive user) to an Account Configurations tab. Also includes quick edit options for supervisors and user roles.
A simple list of users with summary info is provided on the Active Accounts tab.

Bug Fixes
Fixed a bug that caused some hidden users to show up in the Matrix.
Fixed a bug that caused the user filter at the top of the page to incorrectly filter users that should not have been filtered.
Fixed a bug that caused "Hide Supervised Users" on the Matrix to not collapse 2nd tier and deeper supervisors.
Fixed a bug in expanding/collapsing supervisors on the Matrix that sometimes caused rows to disappear.
Fixed some bugs in the print layout of some pages including the individual user info page.
Fixed miscellaneous permissions bugs that occur when unusual sets of permissions are added to a user role.
Fixed a bug that caused some information to be missing from some certification info modals on the user report page.

New Features
Added Supervisor View to the training matrix.
This hierarchical view provides summaries of supervisors and all of their supervised users whether direct reports or the direct reports of a supervised user.
This view can be shown with all certifications listed or with certifications grouped into roles, where summaries are provided at the company, role, and certification level.
Supervisors are listed first, followed by any users that do not have a supervisor.
Added cost of training tracking.
New, optional cost field for each certification.
Cost for completing all certification requirements for a role is displayed in Role Info view.
Cost for completing remaining certification requirements for a role is displayed for each user when editing users assigned to a Role.
Added mobile view of public User Report pages.

Improvements
Improved matrix and report navigation.
Added matrix settings to pick Role vs. Certification View (whether to display certifications grouped by role) and Supervisor vs. User View (whether to display users grouped by supervisor).
Added Reports to the main navigation with improved subnavigation between supervisor reports and shared reports.
Improved supervisor administration so supervisors can be assigned to users easily.
Renamed "Settings" to "Account Settings" to avoid confusion with Administration->Settings.
Renamed Administration->Access Roles to Administration->Permissions.
User experience for submitted/declined competency on User page improved and made similar to the user experience for submitted/declined certifications.
User names in the Administration section now link to User Info rather than User Certifications.
Delegated supervisors are given permission to approve/decline submitted certifications and competency from their delegated users.
Assigning a supervisor is no longer required when creating a user account.
Users are not allowed to supervise any user that supervises them or supervises another user that supervises them to avoid creating any loops in the supervisor hierarchy.

Bug Fixes
User is removed from list of potential delegate supervisors because it does not make sense for users to delegate to themselves.
The correct list of potential supervisors is now displayed based on the selected user role when creating a user account.

New Features
Added dynamic permissions system.
Access roles can be managed under ADMINISTRATION->ACCESS ROLES.
New access roles can be created with custom permissions.
Existing access roles other than the Admin role can be fine-tuned.
Allows customization of permissions for supervised users separate from permissions for non-supervised users.
Includes the ability to set whether users in an access role are allowed to submit and/or approve their own certifications and competency.
Users may have more than one access role and permissions are additive.
Supervisors can now delegate their supervised users to other supervisors.
Allows delegated supervisor access to additional supervised users including the ability approve/reject submitted certifications and competency.
Delegation can be managed on the Delegation tab in the settings section.
The supervisor who delegated access will show up on the list of supervisors in the drop-down filter that is in the header on most pages.
Added privacy settings for competency.
Competency can be selectively hidden from users depending on their access role.
Competency can be hidden from shared reports.
Updated privacy settings for certifications.
Certifications can be selectively hidden from users depending on their access role.
Certifications can be hidden from shared reports.

Improvements
Site-wide design refresh to ensure that all elements have consistent style and code structure.
Restructured the admin area into multiple sections with consistent sets of admin actions.
Restructured the settings area into separate tabs.
Restructured the individual user certification page to be more intuitive.
Automatically approve certifications if the user submitting a certification has permission to approve it.
Error message added if date is entered in the incorrect format.
Added edit role name functionality.
Added ability to change email addresses.
Fixed search box overlapping color legend on smaller screen sizes.
Added history of certifications to user certification page and reordered certifications and competency by latest completion date.
Made it easier to delete users by archiving current accounts, and permanently deleting accounts from the Archived Accounts page

Bug Fixes
Fixed a bug that sometimes caused the header of the training matrix to have the wrong number of columns.
Prevent child certifications from being added to a certification more than once.
Prevent supervisors from being able to supervise themselves.
Fixed a broken link in the "hidden user" notice that takes you to a page to unhide the user.
Fixed a bug that caused user certifications to not show up if they were approved by a user that no longer exists.

New Features
Automatically use the most recently completed competency or certification as the "current" competency or certificadtion.
Previously, the most recently uploaded certificate was used as the current certificate.
Using the most recently completed certificate means that older certificates can be uploaded at any time while maintaining the active certificate for reports.
Added ability to archive user.
Archived users do not show up on reports, in email notifications or anywhere on the site other than the Archived Accounts list in the Admin Center.
Archived users do not show up anywhere on the site other than the Archived Accounts list in the Admin Center.

Improvements
Added ability to edit certification role names.
Added error messages to date fields if entry format is not recognized.
Added archive of prior certifications to user certifications page.

Bug Fixes
Fixed a bug that made it difficult to read the training matrix on mobile devices.

New Features
Added public pages to display each user’s certifications.
Only displays certifications that are allowed on shared reports.
URL available on the User Reports tab in the Admin Center.

New Features
Added print function and printer-friendly versions of user, role, and report pages.
Added ability to enter role requirements when adding or editing roles.
Added total training time to each role and total remaining training time for each user to get required certifications for a role.
Added ability to add attachments when emailing reports.
Added ability to upload a brochure/info attachment that can easily be attached.
Multiple attachments can be added in addition to the brochure/info attachment.

Improvements
Employees must have at least one supervisor.
When adding a new employee, a list of supervisors is available and a supervisor must be selected.
Supervisor access role cannot be removed if that supervisor has assigned employees. Employees must first be reassigned to another supervisor.
Employee/supervisor links cannot be broken if the employee does not have another supervisor.
Email reports now cover only the employees of a supervisor instead of all employees in a company.
If available, certifications and competencies are now unarchived if the current approved certification or competency is deleted. This includes attached files and comments.
For child/parent certifications, whichever expires the latest is used to determine phase and expiration date even if the child has not yet expired.
When overriding certification expiration dates by changing the standard duration of a certification, submitted certifications expiration dates are also updated.
Line breaks are now captured in text fields (e.g., role descriptions, company information, certification information).

Bug Fixes
Resolved a bug that was causing some email reports to not be sent.
Resolved a bug that made it impossible to delete some competency records.

New Features
Added ability to link supervisors to individual employees.
User must have supervisor access role to be linked to an employee. Employee must have employee access role to be linked to a supervisor. The supervisor and employee must be in the same company. Supervisors and employees and can work for multiple companies. Employees can work for multiple supervisors.
Rather than having supervisors get reports that include all employees in the company they supervise, supervisors can choose to see only the employees they supervise. This affects all lists and tables of users throughout the tool including the training matrix.
Supervisors and admins also have the ability to see all employees or the employees of other supervisors.
When changing the duration of certifications, there is now an option to update the expiration date of existing approved certifications. The new expiration is the completion data plus the new certification duration.
Created admin and developer roles.
The admin role is meant for users who need the ability to add/edit users, companies, roles, certifications, and assign user access privileges.
The developer role is used only by Kastrack developers in order to debug or assist in administration of the tool. Developers do not show up in any reports, tables, or lists of users.

Improvements
Added competency columns to the training matrix to indicate whether competency is required and whether the requirement has been satisfied.
Added an icon for “private” certifications in the training matrix.
Added indication for declined certifications on reports.
Numerous user experience improvements.

New Features
Added ability to upload competency certificate per user per role.
Added a page for user’s individual role listing required certifications and competency. Lists records of all competency certificates for that user/role.

Improvements
Improved layout of information on certification information and submission forms.

New Features
Added parent/child certifications that allow one certification to satisfy the requirements of another certifications
If child certification is valid, that certification will be displayed in tables and reports.
If child certification is expired or nothing is on file and the parent certificaiton is valid, the parent certification will be displayed in tables and reports. This is indicated by “INH” (for “inherited”) after the expiration date.

New Features
Added ability to include completion and expiration dates when uploading competency certificates.

New Features

Added privacy options for certifications. Certifications can be:

• • Visible to everyone. Supervisors and employees see certification on reports and certification shows up on shared reports.
  • Visible only to supervisors and employees. Certification is hidden on shared reports.
  • Visible only to supervisors. Certification is only shown to supervisors in reports and notifications. This can be used to store supervisor-only information about employees.

Bug Fixes
Fixed a bug that may have made site unusable to users after changing password.
Fixed a bug that caused a warning to be displayed that no attachments were selected when submitting competency even when an attachment was selected.

Improvements
Implemented expiration phases for competency to match expiration phases of certifications.
Added new competency phase indicators to matrix and anywhere else that certification phase is indicated (the colored dots next to employee names).
Added overdue/expired competency to supervisor reports.
Added ability to set whether competency is required for each role.
Improved render time for matrix by 400%.

Bug Fixes
Fixed a bug in the matrix that caused the left column to be the wrong size after a certain combination of expanding and collapsing company/role columns and expanding and collapsing employee roles.

New Features
Added support for tracking role competency.
Attach signed competency certificates to any role.
Attached competency certificates must be approved by a supervisor.
Added competency indicators to reports.
Option to set duration that each role competency certificate is valid.
An email notification is sent to user and supervisor when competency is about to expire.
Competency tracking is optional and can be set up in the admin section.

New Features

Added shared reports.
Select a subset of users and roles to share only the information required.
Shared reports are password-protected. An account is not required to view shared reports.
Shared reports have optional expiration dates.
Shared reports can be deleted at any time.

New Features
Added support for editing company information in the admin section.

Improvements
Added support for certifications that never expire.

Initial Public Release