# Software Version History
Version 11.7.0 (1/24/2026) 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
Version 11.6.0 (12/13/2025) 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
Version 11.5.0 (11/17/2025) 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
Version 11.4.0 (8/9/2025) 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
Version 11.3.0 (6/14/2025) 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
Version 11.2.1 (5/11/2025) 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
Version 11.2.0 (5/10/2025) 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
Version 11.1.0 (4/19/2025) 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
Version 11.0.0 (2/13/2025) 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
Version 10.15.1 (11/20/2024) 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
Version 10.15.0 (10/4/2024) 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
Version 10.14.1 (8/18/2024) 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
Version 10.13.0 (6/12/2024) 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
Version 10.12.1 (5/14/2024) Bug Fixes People: Fixed an issue with user-uploaded certification attachments Documents: Fixed Document Previews for PDF files not working
Version 10.12.0 (4/27/2024) 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
Version 10.11.0 (3/27/2024) 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
Version 10.10.0 (2/25/2024) 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
Version 10.9.0 (2/24/2024) 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
Version 10.8.1 (1/23/2024) Bug Fixes Forms: Fixed a minor bug relating to importing entries
Version 10.8.0 (11/12/2023) 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
Version 10.7.1 (10/25/2023) 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
Version 10.7.0 (10/8/2023) 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
Version 10.6.3 (8/28/2023) 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
Version 10.6.2 (8/16/2023) 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
Version 10.6.1 (8/1/2023) 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
Version 10.6.0 (7/26/2023) 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
Version 10.5.1 (7/25/2023) 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
Version 10.5.0 (7/24/2023) 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
Version 10.4.0 (5/3/2023) 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
Version 10.3.0 (3/16/2023) 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
Version 10.2.4 (3/12/2023) 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
Version 10.2.3 (3/7/2023) 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
Version 10.2.2 (2/16/2023) 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
Version 10.2.1 (2/12/2023) New Features Accounts: Added ability for KAStrack Admins to customize the side image on a site's login screens
Version 10.2.0 (2/7/2023) 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
Version 10.1.0 (12/18/2022) 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
Version 10.0.0 (10/22/2022) 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
Version 9.9.0 (8/12/2022) 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
Version 9.8.0 (6/10/2022) 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
Version 9.7.0 (4/29/2022) 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
Version 9.6.0 (4/5/2022) 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
Version 9.5.0 (3/9/2022) 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
Version 9.4.0 (1/25/2022) 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
Version 9.3.1 (1/7/2022) 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
Version 9.3.0 (12/27/2021) 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
Version 9.2.1 (12/8/2021) New Features Forms: Added ability to Copy a Form Database: Added ability to Copy a Database
Version 9.2.0 (11/12/2021) 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
Version 9.1.0 (10/2/2021) 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
Version 9.0.0 (9/13/2021) 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
Version 8.13.1 (8/2/2021) 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
Version 8.13.0 (7/21/2021) 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
Version 8.12.1 (7/5/2021) New Features Accounts: Allow extended timeout per user Bug Fixes Dispatch: Fixed issue with attachment of documents to dispatches
Version 8.12.0 (6/21/2021) 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
Version 8.11.0 (5/21/2021) 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
Version 8.10.0 (4/23/2021) 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
Version 8.9.0 (3/19/2021) 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
Version 8.8.0 (2/27/2021) 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
Version 8.7.0 (2/5/2021) 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
Version 8.6.0 (12/29/2020) 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
Version 8.5.1 (11/20/2020) 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
Version 8.5.0 (11/20/2020) 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
Version 8.4.0 (10/23/2020) 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
Version 8.3.0 (10/2/2020) 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
Version 8.2.0 (8/28/2020) 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
Version 8.1.0 (8/1/2020) 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
Version 8.0.0 (7/8/2020) 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"
Version 7.6.3 (5/15/2020) Bug Fixes Assets: Fixed bug related to file uploads Documents: Fixed bug related to remote documents
Version 7.6.2 (5/2/2020) Bug Fixes Documents: Fixed bug that produced duplicate notifications of new revisions
Version 7.6.1 (4/18/2020) 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
Version 7.6.0 (3/26/2020) 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
Version 7.5.3 (3/11/2020) 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
Version 7.5.2 (2/18/2020) 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
Version 7.5.1 (1/22/2020) 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
Version 7.5.0 (1/4/2020) 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
Version 7.4.0 (12/6/2019) 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
Version 7.3.0 (11/5/2019) 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
Version 7.2.5 (10/15/2019) 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"
Version 7.2.4 (9/20/2019) 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
Version 7.2.3 (9/7/2019) 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
Version 7.2.2 (8/30/2019) 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
Version 7.2.1 (8/14/2019) 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
Version 7.2.0 (8/3/2019) 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
Version 7.1.2 (7/19/2019) Improvements Finance: Updated budgets module levels to be system level Bug Fixes People: Fixed bug that caused error with inherited certifications
Version 7.1.1 (7/9/2019) 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
Version 7.1.0 (7/3/2019) 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
Version 7.0.0 (5/22/2019) 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
Version 6.6.2 (4/24/2019) Bug Fixes Documents: Fixed bug that incorrectly displayed when a user was last active for the status of acknowledgements
Version 6.6.1 (4/2/2019) 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
Version 6.6.0 (3/1/2019) 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
Version 6.5.1 (1/15/2019) Bug Fixes Assets: Fixed bug that prevented users with certification role access from viewing maintenance log files
Version 6.5.0 (12/15/2018) 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
Version 6.4.2 (9/29/2018) 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
Version 6.4.1 (9/12/2018) 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.
Version 6.4.0 (6/15/2018) 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
Version 6.3.0 (5/5/2018) 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
Version 6.2.0 (12/2/2017) 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
Version 6.1.0 (11/8/2017) 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
Version 6.0.1 (10/15/2017) 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
Version 6.0.0 (8/26/2017) 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
Version 5.8.0 (5/1/2017) 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
Version 5.7.1 (4/1/2017) 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
Version 5.7.0 (3/4/2017) 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
Version 5.6.0 (2/17/2017) 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.
Version 5.5.2 (1/31/2017) 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.
Version 5.5.1 (1/24/2017) 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.
Version 5.5.0 (1/17/2017) 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
Version 5.4.0 (12/31/2016) 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.
Version 5.3.0 (10/13/2016) 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.
Version 5.2.0 (8/22/2016) 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.
Version 5.1.0 (2/12/2016) 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.
Version 5.0.1 (9/19/2015) 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.
Version 5.0.0 (7/9/2015) 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.
Version 4.3.0 (2/27/2015) 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.
Version 4.2.0 (1/20/2015) 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.
Version 4.1.0 (11/30/2014) 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.
Version 4.0.0 (11/25/2014) 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.
Version 3.2.0 (9/17/2014) 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.
Version 3.1.0 (8/26/2014) 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.
Version 3.0.0 (6/11/2014) 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.
Version 2.3.0 (4/25/2014) 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.
Version 2.2.0 (4/14/2014) 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.
Version 2.1.0 (3/28/2014) 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.
Version 2.0.0 (2/8/2014) 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.
Version 1.9.0 (1/22/2014) 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.
Version 1.8.0 (1/14/2014) 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.
Version 1.7.0 (12/31/2013) New Features Added ability to include completion and expiration dates when uploading competency certificates.
Version 1.6.0 (12/14/2013) 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.
Version 1.5.0 (12/7/2013) 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.
Version 1.4.0 (11/22/2013) 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.
Version 1.3.0 (11/17/2013) 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.
Version 1.2.0 (10/15/2013) New Features Added support for editing company information in the admin section.
Version 1.1.0 (9/30/2013) Improvements Added support for certifications that never expire.
Version 1.0.0 (9/10/2013) Initial Public Release