Software Version History

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

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

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

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

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

Improvements
KAStrack: Admin passwords cannot be changed on subdomains.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

New Features

Added privacy options for certifications. Certifications can be:

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

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

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

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

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

New Features

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

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

• Improvements
  Added support for certifications that never expire.

Initial Public Release