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Ideagen Quality Management Cloud 8.7.1 Release Notes
Who is this article for?Ideagen Quality Management Cloud administrators responsible for managing Ideagen Quality Management.
Admin access will be required to configure changes in this update.
Ideagen Quality Management Cloud 8.7.1 is a feature and bug fix release.
This article includes details on the changes to Ideagen Quality Management Cloud 8.7.1. This article is split into the following sections:
1. Feature Changes
The following feature changes have been implemented:
Audit
Risks, Assets, and Interested Parties from Ideagen Quality Management Cloud Basics can now be included in the Associated Items of an Audit.
Included items can be marked as Planned or Completed and appear in the Audit Report.
Assets
- Implemented a Date & Time Picker for Performed On and Schedule Date fields.
- Validated customers only: We have removed the ability to delete Asset Records.
- You can now set Asset records as unavailable in bulk. Tick the records you want to apply the status too, then click the 'Set unavailable' link.
Documents
- The draft document capability has undergone major improvements. A document record can be placed into a draft status at creation, both for single documents and batch uploads. Draft documents can now be created with files attached. Draft documents can also be created during the new version process.
- The new draft changes have allowed us to make significant changes to the approval workflow process, more detail in the Workflow section below. It is now possible to configure at a document type level if you want to 'Allow permitted users to edit document details while approval workflow is in process'
When enabled, the setting above will give Document Managers the ability to edit the majority of details on a document record, as well as change the attachments, during to approval workflow. Any changes made at this stage will be audit trailed as normal.
- Document review tasks for multi person reviews now allow users to add attachments. The attachments can be viewed from the Document Reviews Details panel.
- We have added a number of new columns and filters to the following list screens.
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- Workflow (Document Types)
- Controlled (Document Types)
- Workflow Status (Document List)
- Controlled (Document List)
- Last Modified (Document List)
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- Alteration of the layout for the Document Details menus to improve grouping and order.
Interested Parties
- Implemented a new date picker for the Review Date field.
- Implemented a new date & time picker for the Product, Service and Standards' Review Date fields.
- Validated customers only: We have removed the ability to delete IP and IP category records.
Issues
We have added a number of new columns and filters to the following list screens.
- Workflow Status (Issues List)
- Description (Reports - Issues List)
Risk
- Validated customers only: We have removed the ability to delete Risk records
Workflow - Essentials
- Workflow tasks can now be configured to include an accept or reject value to allow recipients to make an explicit choice clearer to those downstream in the workflow. In the Action Type settings section you can now specify if you would like to 'Require approve or reject response'
The recipient of the task will then see an extra drop down field in their task which they must complete.
Anyone who sees a task with the approve and reject dropdown will be classed as an approver in the workflow. These approvers can be added to documents via a new overlay tag, %approvers%.
- Tasks now include a workflow tab to make it easier for users to view the history of the workflow.
- As well as making the workflow more accessible from tasks we have also improved access to information about repeated steps in workflows. Users can now see how many times a part of the workflow has been repeated as the result of a decision step, from the overview display in the top right hand corner of each step. Each number in the step shows how many times it has been repeated.
Clicking into the step will then give access to all tasks that occurred in each repeat. Accessed via the Iteration drop down menu at the top of the panel (highlighted in red in the screenshot below). We have also added the Reason for repeat information to this panel.
- Audit trail enhancements have been made to the Workflow Template section of the system to allow users to see more information about actions carried out on the templates.
2. Software Improvements
| Module | Description |
|---|---|
| Essentials UI | More consistent styling across the modules for primary and secondary buttons. |
| Issues | Checked in documents no longer removed from the associated list in issue types. |
| Issues | Documents in a checked out status can now be associated to an issue. |
| Issues | Associated document URLs added to an issue type are now created correctly on corresponding issues. |
| Audit | Audit trail improvements made to capture details of checklist section title changes. |
| Audit | Audit trail improvements to more clearly log and timestamp changes made to associated items on checklists. |
| Audit | Interested party items added to the audit trail are now more consistently named. |
| Audit | Improved report table alignment for the interested parties, assets and risk sections. |
| Documents | If a new document version is refused approval then the previous version can now be checked back out. |
| Workflow | When editing workflow tasks on an entity, panels now close correctly when the workflow is cancelled. |
| Workflow | The workflow task option "allow user to cancel the workflow" is not consistently named in all areas. |
| Workflow | When adding and removing parallel steps from a workflow template the workflow no longer gets stuck when applied to a document or issue record. |
| Workflow | Improvements made to adding steps when parallel steps exist in the workflow. |
| Workflow | If a user deletes all entity workflow actions from the first step they now add actions back into the step. |
| Workflow | Notifications with greater than 250 character titles now work as intended. |
| Workflow | Actions created on active workflows include escalation paths. |
| Workflow | Deleted actions no longer appear in tasks reports. |
| Workflow | Tasks with removed entities no longer cause to do list problems. |
| Risk | When you view a risk or control matrix which already uses an archived banding you can now see the banding. |
| Assets | Deleting an asset activity type can delete the history from an unrelated activity. |