November 5, 2024 - Platform Release Notes v2

Change Log:

Nov 5: UAT and Prod release dates have been added.

Detailed Release Notes

New: Roles Tab

Roles Tab Search and Export

• A new Roles tab has been added to the Admin homepage. Going forward, we will build on this feature to enable bulk adding of roles. Learn more about about the new Role tab functionality.

• From this new Roles tab, RS Admins can now:

  • Search for role data (by Role or User) across all users in one central location.

• Generate and export a .CSV file of the following using the Export button:
  • All users with a specific role
  • All roles held by a specific user
  • Please note: The Inc Sub Units toggles are not active at this time.

• The # of Assignees count has been updated to include every assignment, regardless of uniqueness. This ensures more accurate counts.

New: Audit Log

• A new Audit Log has been added to Person records that tracks the creation, activation and inactivation of user accounts. 
• From the More tab > Audit, RS Admins can now do the following:
  • Search Audit logs for the following data and view historical account activity by person: 
    • User’s Name
    • Username
    • Email

Enhanced: Internal Associations

• From the People tab > Internal Association section, Admins can now do the following:
  • View Current and Previous Internal Associations side by side in adjacent tabs.
  • Internal Association Start and End date columns have been added.
  • View both a person’s Internal Association history and their Primary Association history.

• New logic has been added for when Primary Associations are made current. In this instance, a confirmation modal will now appear if a current primary already exists, allowing the user to choose which association to keep as the primary. This process can only be done through the UI.
• The Start date field is no longer required in the UI.
• When saving an Internal Association, the time component has been removed from the start and end dates.

New: HR Connect

• The performance of Platform HR Connect's bulk role upload feature has been enhanced for faster and more efficient processing.
• HRC has the following two new fields in the Unit template to account for the new SP Routing profile tab in the Units section of Admin:
  • Require Additional Review (Yes/No)
  • Unit Required to Review (Primary Code of unit)

These two new fields are optional and can be left blank, however, if “Require Additional Unit” = Yes, then “Unit required to review” must be populated with a Unit Primary Code.

Enhanced: Tasks

Enhancements have been made to the Admin View of the task landing page to provide better functionality, including:

Enhanced Sort and Filter Options

• Filters have been changed from buttons to checkboxes to allow for additional filters to be added in upcoming releases
• Sorting is available on every column
• Ability to search for a specific task based on values in the Task Name, Created by, or Assigned to columns

Enhanced Data Display

• The From column is now called Created by (no change to the data)
• The Created by and Assigned to columns has been expanded to 3 lines of data
  • 1st line = Displays the user’s name formatted as FirstName LastName
  • 2nd line = Displays user’s email address
  • 3rd line = Displays the user’s primary internal association (e.g., Institution Root, Aerodynamics) or blank

New role for Task Administrator

Allows access to the View All filter on the Admin Home Page to view all tasks related to the Admin product, regardless of current assignee or creator and access and edit all Admin Adhoc Tasks.

Editing and Viewing Tasks

Ability for the following user roles to view and edit all tasks that relate to their products: RS Admin Admin, RS Admin Viewer (View only), Task Admin, and SP System Admin, COI System Admin.

New: General Updates

• New Admin Adhoc and SP Adhoc tasks statuses
  • Two new statuses have been added: In Progress and On Hold
  • The new statuses enhance task workflow granularity by distinguishing between tasks in progress, those not yet started, and those intentionally put on hold.
  • Users can set task statuses by selecting from the "Status" dropdown on the Task Detail page. The new statuses are also be visible on the Admin Home page, appearing in the Status column and filters to help refine search results.
• Tasks now have an ID. See below for more information.
• A new option of Professional has been added to the Person >Profile dropdown list and the Platform Bulk Load Template.

Enhanced: Accessibility

• Form Labels
  • Form labels for the Username and Password fields have been added.
  • Form label has been added to the People header.
  • A descriptive label has been applied to the previously empty button at the bottom of the Login page.
• Contrast
  • The Login section has been enhanced to meet sufficient color contrast standards.
  • Screen reader improvements have been made to ensure custom sets in Configurations > Gender and other general areas are properly recognized and read aloud.
• General Accessibility
• Placeholders for the Username and Password fields have been restored on the Login page. 
• Content misalignment when zoomed-in to 200% has been fixed.

Resolved: 

Issue: Searching in People was giving an unexpected timeout error.

Resolution: The issue has been resolved and searching in People no longer throws a timeout error.

Issue: When querying the public API for a list of units or orgs across multiple pages, if no sort order is specified, the results were populating missing or duplicate results. This was causing inconsistent results with some appearing more than once, and others missing entirely.

Resolution: To ensure no duplicates and no missing entries, a default sort order has been added to the API results when retrieving a list of units or orgs across multiple pages.

Issue: The following special characters were not being recognized properly in the Subject line of Task emails:

• &
• =
• <
• >

Resolution: The special characters are now properly recognized in Task email Subject lines. Learn more about Configuring and Enabling Email Templates in Admin.

Additional Information: New Task ID’s

Every Task now has a unique ID which can be used when referencing a specific task. This is designed to remove confusion when working with multiple tasks that have similar names.

Task IDs can be seen in the following places:

• From the Admin Home page:
  • Search for a Task ID (Recommend searching on the last 4-digits only as special characters (e.g., dashes) are not searchable on the Admin Home page at this time (fix currently planned in Q4).)
  • Sort on the Task ID column

• From the Admin & SP Task Detail pages:
  • Breadcrumbs
  • A read-only Task ID field is available when editing existing tasks

• From SP Task Tab
  • Sort on the Task ID column

• From SP My Task Slideout
  • Access SP Review and Certification task types via a link on the Task ID

Important to Note

• A Task ID will be assigned for every existing task and created for all new tasks going forward.
• The Admin Home page has also been updated to include informational headers over the filters sections (e.g., Quick Filters, Status) and the "Task Type" column was renamed to "Type"
• The following updates were made to the Task Detail pages:
  • Updated the header to be "sticky" (always visible) so user can Cancel or Save without scrolling
  • fields have been moved into a 2-column format
  • there are now separate fields for Task Title (Task - 100 characters allowed) and Task Description (Description - 1000 characters allowed)
  • 'Task Status' field was renamed to 'Status'
  • URL field will open expanded if it contains data

(Ref ID: 25.05.45)