Released date: 2024-09-14.

Minor bug fixes were made to increase the stability of the XGRC product range.

Adhoc Actions

Adhoc Actions Module Functionality

Details tab

• Corrected the re-direct and view issues on the Source record field of the Adhoc actions module for action records created on the following modules:
  • Asset Management
  • Asset Management – Checklist Actions
  • Change Management – Checklist Actions
  • Control Assessment
  • Combined Assurance
  • Contractor Management
  • Medical Surveillance
  • Near Miss Report
  • Opportunity for Improvement
  • Safety Behavior Observation
  • HACCP
  • Hazard Register

Asset Management

Asset Management Module Functionality

Work Orders tab

• Enhanced the Work orders tab of the Asset Management module by adding Indexing and a search bar.

Audits

Audits Module Functionality

Report Functionality

Detailed Report

• Enhanced the Audits Detailed Report by adding the following field to the Details column:
  • Auditee
• Corrected the issue where the Relationship Management field was still displayed on the Report even when the Internal option was selected on the Internal/External field.

Sign-off Report

• Enhanced the Audits Sign-off Report by adding the following field to the Details column:
  • Auditee
• Corrected the issue where the Relationship Management field was still displayed on the Report even when the Internal option was selected on the Internal/External field.
• Corrected the issue where the Executive Summary displayed double on the Report.

Community Management

Community Management Administration Functionality

Community Alignment

• Enhanced the Community Alignment setup page by updating the drop-down options on following field of the Alignments tab:
  • Requirement type – the Yes/No option has been updated to Yes/No/N/A

Community Management Module Functionality

Non-Conformance tab

• Fixed the inner admin button functionality for the following fields:
  • Category

Alignments tab

• Enhanced the Requirement field drop-down on the Alignments tab of the Community Management module by adding the following new option:
  • N/A
• Corrected the mandatory fields issue – all required fields will now prevent you from saving empty mandatory fields.

Contractor Management

Contractor Management Administration Functionality

Contractor Alignment

• Enhanced the Contractor Alignment setup page by updating the drop-down options on following field of the Alignments tab:
  • Requirement type – the Yes/No option has been updated to Yes/No/N/A

Contractor Management Module Functionality

Details tab

• Fixed the inner admin button functionality for the following fields:
  • Category
  • Business Unit

Additional Address tab

• Corrected the issue where the following fields did not save from the add to the edit page:
  • Province
  • Suburb
  • Country

Interactions tab

• Corrected the mandatory fields issue – all required fields will now prevent you from saving empty mandatory fields.

Non-Conformance tab

• Fixed the inner admin button functionality for the following fields:
  • Business Unit
  • Category

Alignments tab

• Enhanced the Requirement field drop-down on the Alignments tab of the Contractor Management module by adding the following new option:
  • N/A

Customer Management

Customer Management Administration Functionality

Customer Alignment

• Enhanced the Customer Alignment setup page by updating the drop-down options on following field of the Alignments tab:
  • Requirement type – the Yes/No option has been updated to Yes/No/N/A

Customer Management Module Functionality

Interactions tab

• Corrected the mandatory fields issue – all required fields will now prevent you from saving empty mandatory fields.

Non-Conformance tab

• Fixed the inner admin button functionality for the following fields:
  • Category

Alignments tab

• Enhanced the Requirement field drop-down on the Alignments tab of the Customer Management module by adding the following new option:
  • N/A

Document Manager

Document Manager Module Functionality

Export Functionality

• Enhanced the Document Manager module Export by changing the export button to an Email function – the export will now be emailed directly from the system to the selected users.

Emergency Preparedness

Emergency Preparedness Module Functionality

Steps tab

• Enhanced the Steps tab on the Emergency Preparedness module by adding the following new field:
  • Comment – Text field (non-mandatory)

Employee Management

Employee Management Module Functionality

Export Functionality

• Corrected the issue where employees display multiple times if more than one Type of Evaluation is linked to the employee.

Report Functionality

Basic Report

• Enhanced the Employee Management Basic Report to display the Business Unit or Company logo if no profile picture has been uploaded for the employee.

Detailed Report

• Enhanced the Employee Management Detailed Report to display the Business Unit or Company logo if no profile picture has been uploaded for the employee.

Email Notifications

• Enhanced the Employee Management module by adding a function to the Status field that automatically stops all email notifications if a employee status is updated to any of the following:
  • Deactivated
  • Dismissed
  • Resigned
  • Retired
  • Retrenched
  • Terminated
  • Unsuccessful Applicant

Enterprise Risk Management

Enterprise Risk Management Module Functionality

Assessments tab

• Fixed the inner admin button functionality for the following field on the Controls sub-tab:
  • Nature of Control

Report Functionality

Detailed Report

• Corrected the issue where the Contributing factor did not display on the Enterprise Risk Management Detailed Report.

Sign-off Report

• Corrected the issue where the Contributing factor did not display on the Enterprise Risk Management Sign-off Report.

Government Management

Government Management Administration Functionality

Government Alignment

• Enhanced the Government Alignment setup page by updating the drop-down options on following field of the Alignments tab:
  • Requirement type – the Yes/No option has been updated to Yes/No/N/A

Government Management Module Functionality

Details tab

• Corrected the delete functionality on the Category field – Categories can now be deleted.

Stakeholder tab

• Corrected the mandatory fields issue – all required fields will now prevent you from saving empty mandatory fields.

Non-Conformance tab

• Fixed the inner admin button functionality for the following fields:
  • Category

Actions tab

• Corrected the By when field format – the date format is now yyyy-mm-dd.

Alignments tab

• Enhanced the Requirement field drop-down on the Alignments tab of the Government Management module by adding the following new option:
  • N/A

Incident Management

Incident Management Module Functionality

Investigation tab

Details Sub-tab

• Corrected the issue on records created through the Incident Quick Log module where an error occurred when making changes to the Weather Conditions field.
• Enhanced the Details tab on the Incident Management module by adding the following new field:
  • Asset Description – Text area (non-mandatory) linking to the specify asset/property field.
• Enhanced the Incident Management module by changing the Incident location (Business Unit) field on the Details tab to display the full breadcrumb of the Business Unit selected.

External Investigation Sub-tab

• Corrected the issue where the Type of Service selected did not display correctly on the External Investigation sub-tab Index page.

Vehicle Sub-tab

• The following header under the Vehicle sub-tab of the Investigation tab on the Incident Management module has been renamed:
  • From: Passenger Information
  • To: Front seat Passenger Information
• Enhanced the Vehicle sub-tab of the Investigation tab on the Incident Management module by adding the new Additional Passenger sub sub-tab with the following new fields:
  • Passenger – Pop-up to display site employees.
  • Seatbelt worn? Simple Yes/No drop-down.

Robbery Sub-tab (New sub-tab)

• Enhanced the Incident Management module by adding the following new sub-tab to the Investigation tab:
  • Details sub sub-tab
    • Robbery? – Simple Yes/No drop-down
    • Hi jacking? – Simple Yes/No drop-down
    • Driver name – Pop-up displaying Employees listed on the site.
    • Route number – Simple text field
    • Last customer – Simple text field
    • Van Assistance – Multi-add list
    • SAPS case number – Simple text field
    • Description – Text area
    • Should the Incident be investigated further? – Simple Yes/No drop-down
    • Should disciplinary action be taken? – Simple Yes/No drop-down
  • Statement & Procedure sub sub-tab
    • Were all procedures followed? – Simple Yes/No drop-down
    • Was the money dropped in the safe? – Simple Yes/No drop-down
    • Driver statement obtained? – Simple Yes/No drop-down
    • Were the statements compared? – Simple Yes/No drop-down
    • Does the statement make sense? – Simple Yes/No drop-down
    • Any contradictions in the statement? – Simple Yes/No drop-down
    • List of contradictions – Text area
  • Counselling sub sub-tab
    • Were the employees advised of the voluntary counselling process? – Simple Yes/No drop-down
    • Did employees make use of the counselling process? – Simple Yes/No drop-down
    • Did employees request additional counselling? – Simple Yes/No drop-down
  • Cost sub sub-tab
    • Cash loss value – Simple text field
    • Product loss value – Simple text field
    • Damage cost value – Simple text field
    • Last slip/invoice number – text field + numeric text field
    • Value of last slip/invoice – text field + numeric text field
    • Day of robbery loading value – text field + numeric text field
    • Previous day van sheet balance – text field + numeric text field
    • Previous robbery write off – Multi-add list
  • Related Documents sub sub-tab
    • Upload supporting documents and add links to the robbery record.

Why Analysis Sub-tab

• Enhanced the Why Analysis sub-tab of the Investigation tab on the Incident Management module by adding the following new fields:
  • Problem Statement – Text field (non-mandatory)
  • Is this a root cause? – Simple Yes/No drop-down.

Causes Sub-tab

• Immediate Causes – Enhanced the Incident Management module Immediate Causes sub sub-tab by adding the following new field:
  • Immediate Cause Description
• Root Causes – Enhanced the Incident Management module Root Causes sub sub-tab by adding the following new field:
  • Root Cause Description

Fishbone tab (New tab)

• Enhanced the Incident Management module by adding the following new tab:
  • Fishbone – Also known as a Cause-and-Effect diagram. A visual tool to analyze cause and effect.

All Uploads tab

• Enhanced the All Uploads tab of the Incident Management module with a redirect/view button for all Links uploaded to the record – When clicking on the view button the system will open the uploaded link on a new tab in your browser.
• Corrected the download functionality for all files/documents listed on the All Uploads tab.
• Corrected the issue where the file extensions did not display on the All Uploads tab.

Sign-off tab

• Enhanced the Incident Management module by updating the Sign-off tab – user will be able to add and manage approvals and validations on this tab.
• Enhanced the Incident Management module by adding the Final Approver functionality to the Sign-off tab:
  • When a sign-off group with a final approver has been selected the final approver will only be able to sign-off when all other approvals in the sign-off group have been completed.
  • The final approver will need to answer all template questions before sign-off can be completed.
  • Final approval questions and answers can be viewed after sign-off is done.

Report Functionality

Significant Learnings & Recommendations Report

• Enhanced the Incident location field (Business unit) to display the complete thread/path of the Business unit selected on the Significant Learnings & Recommendations report of the Incident Management module.
• Enhanced the Significant Learnings & Recommendations Report of the Incident Management module by adding the following columns to the report with all relating field information:
  • Why Analysis column
  • Actions column
• Corrected the issue where the incorrect Related Risks and Related Incidents displayed on the Significant Learnings & Recommendations report.

Inspections

Inspections Administration Functionality

Inspection Checklist

• Enhanced the Inspection Checklist setup page by adding the ability to make a copy of an existing Inspection Checklist but with a new Name, Version, Document reference and Date of revision – the copy will include all Groups, Sub-groups, questions from the checklist and their answer sets.

Inspections Module Functionality

Schedule tab

• Enhanced the Schedule tab of the Inspections module by adding the following new option to the Status field drop-down selection:
  • Follow up Inspection
• Enhanced the Inspections module by adding the following new text fields to the Schedule tab:
  • Scope
• Enhanced the Inspections module by adding an Internal/External field on the Schedule tab – allowing users to link stakeholders from all Relationship Management modules to an Inspection record if the External option is selected.

Inspection tab

Findings (New Sub-tab)

• Enhanced the Inspections module by adding the Findings sub-tab with the following fields:
  • Type of Findings
  • Findings

Documents (New Sub-tab)

• Enhanced the Inspections module by adding a Documents sub-tab – Document/files and Links can now be added to Checklist Questions.

Sign-off tab

• Enhanced the Inspections module by updating the Sign-off tab – user will be able to add and manage approvals and validations on this tab.
• Enhanced the Inspections module by adding the Final Approver functionality to the Sign-off tab:
  • When a sign-off group with a final approver has been selected the final approver will only be able to sign-off when all other approvals in the sign-off group have been completed.
  • The final approver will need to answer all template questions before sign-off can be completed.
  • Final approval questions and answers can be viewed after sign-off is done.

 

Report Functionality

Detailed Report

• Enhanced the Inspections module Detailed report by adding the new Findings field to the Checklist section.

 

Sign-off Report

• Enhanced the Inspections module Sign-off report by adding the new Findings field to the Checklist section.

 

 

Internal Audit: Assurance

Internal Audit: Assurance Administration Functionality

Internal Audit: Assurance Status (New Setup page)

• Added the Internal Audit: Assurance Status setup page – Internal Audit: Assurance statuses can be added manually to this page.

 

Internal Audit: Assurance Type (New Setup page)

• Added the Internal Audit: Assurance Type setup page – Internal Audit: Assurance types can be added manually to this page.

 

Internal Audit: Assurance Module Functionality

Index Page

• Index page Headers:

1. • Case#
   • Audit Type
   • Auditor
   • Auditee
   • Business Unit
   • From Date
   • To Date
   • Scope
   • Status
   • Notes

 

• Access Security Configuration:

1. • Records on the Index page will be visible to users who are added to any of the following fields:
     • Auditor
     • Auditee
     • Audit Team
   • Please note Business Unit and Category fields do not affect module access security.

 

Details Tab (New tab)

• The following fields can be found on the Details tab of the Internal Audit: Assurance module:

1. • Purpose – Text area (non-mandatory)
   • Scope – Text area (non-mandatory)
   • Audit Classification: Drop-down (Non-Mandatory, Single-select, Linked to existing Audit Classification setup)
   • Auditor: Grid view pop-up (Mandatory, Single-select)
   • Auditee: Grid view pop-up (Mandatory, Single-select)
   • Internal/External: Drop-down with set options (Triggers Relationship Management field for External option)
   • Relationship Management: Dynamic drop-down linked to relevant modules (Additional fields appear based on selected module)
   • Stakeholders: Grid view pop-up (Non-Mandatory, Multi-select)
   • Business Unit: Tree view pop-up (Mandatory, Multi-select)
   • Activity/Service/Product: Three toggles (Adds tabs for Activities, Services, and Products, with multi-selection in grid view)

 

Schedule Tab (New tab)

• The following fields can be found on the Schedule tab of the Internal Audit: Assurance module:

1. • Status: Drop-down (Mandatory, Single-select)
   • Type: Drop-down (Mandatory, Single-select)
   • Category: Grid view pop-up (Mandatory, Multi-select)
   • Business Unit: Tree view pop-up (Mandatory, Single-select)
   • Audit Team: Grid view pop-up (Mandatory, Multi-select)
   • Date & Time Fields: Include “Date from”, “Date to”, “Time from”, and “Time to” (All Mandatory)
   • Calendar Pinning: Option to pin audit to calendar (Enforces Date & Time completion if selected)

 

Audit Content Tab (New tab)

• The following fields can be found on the Audit tab of the Internal Audit: Assurance module:

1. • Resembling the Audits module but designed for checklist-type building, this tab includes:
     • Type (Auto-populate from Schedule tab)
     • Group (Manually added by users)
     • Business Unit & Sub-Group (Auto-populate + document upload functionality)
     • Activity/Service/Product (Auto-populate based on selection)
     • Objectives, Risk Identification, and Controls (Selections pulled from respective modules, with multi-select and document upload functionality)

• Procedure Button: Opens a modal allowing the user to create a new Control Assessment.
• This modal is introduced with an Expand button for full-screen mode.
• Yes/No drop-down to determine whether to create a new assessment.
  • When No is selected – a grid view pop-up will open to select from existing Control Assessments.
  • When Yes is selected – Multiple fields from the Control Assessment module will appear for manual entry by the user.

 

Details sub-tab

• Displays either the pre-filled in mandatory fields (if an existing assessment is selected) or blank fields for a new assessment (if the user is creating a new assessment).

 

Checklist sub-tab

• Displays the checklist for the existing assessment or allows users to build a new checklist if creating a new assessment.
  • Users can:
    • Add new questions to the checklist.
    • Remove existing questions.
  • Saving:
    • Upon clicking the Save button, the assessment and checklist information will be saved to both the Control Assessment Template setup page and the Control Assessment module.

 

Activity tab (New tab)

• Added a new tab – Activity – Multiple Activities can be added to this tab.

Service tab (New tab)

• Added a new tab – Service – Multiple Services can be added to this tab.

 

Product tab (New tab)

• Added a new tab – Product – Multiple Products can be added to this tab.

 

Executive Summary tab (New tab)

• Added a new tab – Executive Summary – users will be able to add an Executive Summary to this tab.

 

Actions tab (New tab)

• Added a new tab – Actions – Create Adhoc actions in the Internal Audit: Assurance module linking the action to the specific record.

 

Related Documents tab (New tab)

• Added a new tab – Related Documents – Upload supporting documents and add links to Internal Audit: Assurance records.

 

References tab (New tab)

• Added a new tab – References – Other modules can be referenced in the Internal Audit: Assurance module.

 

Sign-off tab (New tab)

• Added a new tab – Sign-off – users will be able to add and manage approvals and validations in the Internal Audit: Assurance module.

 

 

Legal Appointments

Legal Appointments Module Functionality

Sign-off tab

• Enhanced the Legal Appointments module by adding the following new functionality:

• • Automatic Report Saving to Related Documents

• When the Sign-off Template is downloaded for a record, a copy of the report is now automatically saved to the Related Documents tab.

• • Restricted Delete Access for Auto-Saved Copies

• Auto-saved copies of the Sign-off Template are restricted from deletion, ensuring that no user has delete access to these documents.

• • Sign-off Template Button Behavior

• After clicking the Sign-off Template button, it will now turn grey but remain functional, allowing users to continue downloading the report as needed.

• • Pre-Click Validations for Sign-off Template Button

• Upon clicking the Sign-off Template button, the system performs the following checks before proceeding:
  • Has the button already been clicked?
  • Has at least one user signed off on the record in the Sign-off tab?

• • Sign-off Reset Confirmation Pop-up

• If both conditions are met, a pop-up will appear in the centre of the screen with the message: “ Top of Form
• This will clear all your approvals and you will have to approve againBottom of Form?”, providing Proceed and Cancel

• • Sign-off Reset Process

• Based on the user selection in the pop-up:
• Yes: The Sign-off tab will be reset, but only the following fields will be affected:
  • Approval Status
  • Date
  • Comment
  • Signature
• No: No changes will be made to the Sign-off tab.

Export Functionality

• Corrected the issue were changes made to the reminder date did not reflect on the Index page export sheet.

 

 

Non-Conformance

Non-Conformance Module Functionality

Export Functionality

• Enhanced the Non-Conformance module Export sheet by changing the Type column to display the full breadcrumb of the Type selected.

 

Sign-off tab

• Corrected the search bar functionality for the following field on the Sign-off tab of the Non-Conformance module:
  • Approver
• Corrected the Approver field by preventing users from adding the same person more than once on a record.

 

Report Functionality

Detailed Report

• Enhanced the Non-Conformance module Detailed Report by changing the Business Unit field on the report to display the full breadcrumb of the Business Unit selected.

 

Sign-off Report

• Enhanced the Non-Conformance module Sign-off Report by changing the Business Unit field on the report to display the full breadcrumb of the Business Unit selected.

 

 

Permit Management

Permit Management Module Functionality

Index Page

• Enhanced the filter functionality of the following headers on the Index page of the Permit Management module by adding an indication to display if data was manually entered:
  • Issued by
  • Issued to

 

 

Safety Behavior Observation

Safety Behavior Observation Administration Functionality

Checklist

• Enhanced the Safety Behavior Observation Checklist set setup page by increasing the character limit of the following fields:
  • Document Reference

 

 

Shareholder Management

Shareholder Management Administration Functionality

Shareholder Alignment

• Enhanced the Shareholder Alignment setup page by updating the drop-down options on following field of the Alignments tab:
  • Requirement type – the Yes/No option has been updated to Yes/No/N/A

 

Shareholder Management Module Functionality

Details tab

• Fixed the inner admin button functionality for the following fields:
  • Category

 

Interactions tab

• Corrected the issue where the Interaction date could be set to a future date – when creating an interaction record the date can only be selected up until the present date.

 

Non-Conformance tab

• Fixed the inner admin button functionality for the following fields:
  • Category

 

Actions tab

• Corrected the By when field format – the date format is now yyyy-mm-dd.

 

Alignments tab

• Enhanced the Requirement field drop-down on the Alignments tab of the Shareholder Management module by adding the following new option:
  • N/A

 

 

Supplier Management

Supplier Management Administration Functionality

Supplier Alignment

• Enhanced the Supplier Alignment setup page by updating the drop-down options on following field of the Alignments tab:
  • Requirement type – the Yes/No option has been updated to Yes/No/N/A

 

Supplier Management Module Functionality

Details tab

• Fixed the inner admin button functionality for the following fields:
  • Business Unit
• Corrected the issue where the following fields do not save:
  • Activity
  • Category

 

Checklist tab

Photos Sub-tab

• Corrected the upload functionality on the Photos sub-tab of the Supplier Management module.

 

Non-Conformance tab

• Fixed the inner admin button functionality for the following fields:
  • Category
  • Business Unit

 

Alignments tab

• Enhanced the Requirement field drop-down on the Alignments tab of the Supplier Management module by adding the following new option:
  • N/A

 

 

System Maintenance

System Maintenance Module Functionality

Settings (New tab)

• Enhanced the System Maintenance module by adding the Settings tab to display all site setting options.

 

API Settings (New tab)

• Enhanced the System Maintenance module by adding the API Settings tab to display the site Rest API settings.

 

Integrations (New tab)

• Enhanced the System Maintenance module by adding the Integrations tab to display the Awesome API link.

 

 

Union Management

Union Management Administration Functionality

Union Alignment

• Enhanced the Union Alignment setup page by updating the drop-down options on following field of the Alignments tab:
  • Requirement type – the Yes/No option has been updated to Yes/No/N/A

 

Union Management Module Functionality

Details tab

• Fixed the inner admin button functionality for the following fields:
  • Category

 

Stakeholder tab

• Corrected the mandatory fields issue – all required fields will now prevent you from saving empty mandatory fields.
• Added the Confirmation pop-up that will now prevent the user from deleting a record accidentally on the Stakeholders tab of the Union Management module.

 

Interactions tab

• Added the Confirmation pop-up that will now prevent the user from deleting a record accidentally on the Interactions tab of the Union Management module.
• Corrected the issue where uploaded Files/documents and Links cannot be viewed or edited.

 

Non-Conformance tab

• Fixed the inner admin button functionality for the following fields:
  • Category
  • Business Unit

 

Actions tab

• Corrected the By when field format – the date format is now yyyy-mm-dd.

 

Alignments tab

• Enhanced the Requirement field drop-down on the Alignments tab of the Union Management module by adding the following new option:
  • N/A

 

 

Released date: 2024-07-13.

Minor bug fixes were made to increase the stability of the XGRC product range.

Adhoc Actions

Adhoc Actions Module Functionality

Email Notifications

• Enhanced the Adhoc Actions Email notifications by adding the case number to the Subject.
• Enhanced the Adhoc Actions module by introducing a new Action Created email notification for recurring actions.

Details tab

• Corrected the issue where an error occurred with some newly created records containing recurring details.
• Enhanced the Adhoc Actions module by adding the Source record field to recurring records – users will now be able to easily locate the original record the recurring was set up on.

Responsibilities tab

• Corrected the issue where the Responsibilities tab is empty when a recurring action is automatically generated.
• Corrected the issue where the Creator and Responsible person displayed twice for Adhoc Actions created on the Audits module.

 

Formal Notes tab (New tab)

• Enhanced the Adhoc Actions module by adding a Formal Notes tab – Users can now make notes on each record.

Report Functionality

Detailed Report

• Enhanced the Adhoc Actions Detailed Report by adding the following columns to the report with all relating field information:
  • Details Column
  • Responsibilities Column
  • Formal Notes Column
  • Documents Column

Asset Management

Asset Management Module Functionality

Complaints/Compliments tab

• Added the redirect/view button for all Links uploaded to the record – When clicking on the view button the system will open the uploaded link on a new tab in your browser.
• Corrected the issue where changes made to the following fields of the Complaints/Compliments tab of the Asset Management module did not save:
  • File – Friendly name
  • Link – Friendly name

Audits

Audits Administration Functionality

Audit Checklist

• Corrected the mandatory fields issue – all required fields will now prevent you from saving empty mandatory fields.
• Corrected the History button functionality.

Audits Module Functionality

Schedule tab

• Enhanced the Audits module by increasing the character limit of the following fields on the Schedule tab:
  • Purpose
  • Scope

Audits Dashboard Functionality

Audits Question Trend Dashboard

• Enhanced the Audits Question Trend Dashboard by adding a Business Unit chart with filter functionality.

Auto Update

Multiple Modules Functionality

Actions tab

• Enhanced the following modules by adding the auto update functionality to the status field on the Actions tab – if the by when date on an overdue action is changed to a future date the status will automatically update to open:
  • Asset Management
  • Audits
  • Calibrations
  • Change Management
  • Community Management
  • Contractor Management
  • Customer Management
  • Document Template Control
  • Emergency Preparedness
  • Enterprise Risk Management
  • Government Management
  • HACCP
  • Hazard Register
  • Incident Management
  • Inspections
  • Legal & Other Requirements
  • Manage Monitoring
  • Medical Surveillance
  • Meeting Manager
  • Mitigation Risk Management
  • Monitoring
  • Near Miss Report
  • Non-Conformance
  • Operational Risk Management
  • Opportunity for Improvement
  • Permit Manager
  • Safety Behavior Observation
  • SDS
  • Shareholder Management
  • Strategy
  • Suggestions
  • Supplier Management
  • Union Management
  • Work Orders

Calibrations

Calibrations Dashboard Functionality

Calibrations Overview Dashboard

• Enhanced the Calibrations module by adding a Calibrations Overview Dashboard to the system.

Change Management

Change Management Administration Functionality

Business Impact

• Enhanced the Change Management Business Impact setup page by increasing the character limit of the following fields:
  • Business Impact

Change Management Dashboard Functionality

Change Management Overview Dashboard

• Enhanced the Change Management module by adding a Change Management Overview Dashboard to the system.

Combined Assurance

Combined Assurance Dashboard Functionality

Combined Assurance Overview Dashboard

• Enhanced the Combined Assurance module by adding a Combined Assurance Overview Dashboard to the system.

Control Assessment Module Functionality

Report Functionality

Detailed Report

• Enhanced the Control Assessment module by adding the Detailed Report functionality.

Community Management

Community Management Module Functionality

Interactions tab

• Added the redirect/view button for all Links uploaded to the record – When clicking on the view button the system will open the uploaded link on a new tab in your browser.

Contractor Management

Contractor Management Module Functionality

Details tab

• Corrected the mandatory fields issue – all required fields will now prevent you from saving empty mandatory fields.

Interactions tab

• Added the redirect/view button for all Links uploaded to the record – When clicking on the view button the system will open the uploaded link on a new tab in your browser.

Customer Management

Customer Management Module Functionality

Additional Address tab

• Corrected the issue where Additional Addresses did not save on the Add page if the yes option is selected on the international address field.
• Added the mandatory field function to the following fields on the Additional Address tab of the Customer Management module:
  • Address name
  • International company
  • Country
  • Province
  • Suburb

Interactions tab

• Added the redirect/view button for all Links uploaded to the record – When clicking on the view button the system will open the uploaded link on a new tab in your browser.

Complaints/Compliments tab

• Added the redirect/view button for all Links uploaded to the record – When clicking on the view button the system will open the uploaded link on a new tab in your browser.
• Corrected the issue where changes made to the following fields of the Complaints/Compliments tab of the Customer Management module did not save:
  • File – Friendly name
  • Link – Friendly name

Emergency Preparedness

Emergency Preparedness Module Functionality

Report Functionality

Detailed Report

• Corrected the issue where deleted Responses still displayed on the Detailed report.
• Corrected the issue where the comments entered in a Response displays multiple times on the Detailed report – the comment now displays once in the correct place.

Government Management

Government Management Module Functionality

Details tab

• Corrected the mandatory fields issue – all required fields will now prevent you from saving empty mandatory fields.

Interactions tab

• Added the redirect/view button for all Links uploaded to the record – When clicking on the view button the system will open the uploaded link on a new tab in your browser.
• Corrected the the date format to yyyy-mm-dd on the following fields:
  • Date
• Corrected the issue where the Interaction date could be set to a future date – when creating an interaction record the date can only be selected up until the present date.
• Corrected the file upload size restriction on the Related Documents tab – Files up to 100MB can now be uploaded.
• Corrected the issue where the “Does relate to interaction?” header on the Interactions tab index displayed the wrong information.
• Added the download button for all uploaded files/images on the Related Documents tab.
• Added the Confirmation pop-up that will now prevent the user from deleting a record accidentally.
• Corrected the edit functionality on the interactions tab – existing records can now be edited.
• Corrected the mandatory fields issue – all required fields will now prevent you from saving empty mandatory fields.

Non-Conformance tab

• Added the Case number to the index page on the Non-Conformance tab of the Government Management module.

Incident Management

Incident Management Administration Functionality

Injury Severity

• Corrected the mandatory fields issue – all required fields will now prevent you from saving empty mandatory fields.
• Corrected the search bar functionality on the Injury Severity setup page of the Incident Management module.

Incident Management Module Functionality

Email Notifications

• Enhanced the Incident Management module by introducing a new Incident Created email notification that will be sent out to the Incident owner – this functionality can be activated/de-activated on the System Maintenance Setup.

Index Page

• Enhanced the Incident Management module by adding the following header to the index page:
  • Business Unit

Details tab

• Enhanced the filters on the Related Risk to display more precise records linked to the Incident – meeting the following criteria:
  • Category
  • Hazard
  • Actual Risk (Risk Identification)
  • Potential Risk (Risk Identification)
  • Activity/Service/Product
• Enhanced the filters on the Related Incident to display more precise records linked to the Incident – meeting the following criteria:
  • Business Unit
  • Hazard

Investigation tab

Witnesses sub-tab

• Enhanced the Witnesses sub-tab of the Incident Management module by updating the Person Type field to adjust the Employees displaying to the selection made.

Inspections

Inspections Module Functionality

Index Page

• Corrected the filter functionality of the following headers on the Index page of the Inspections module:
  • Inspection Type
  • Business Unit

Legal Appointments

Legal Appointments Administration Functionality

Appointment Types

• Enhanced the Appointment Types setup page by adding a new Sign-off toggle:
  • When the toggle is on the sign-off information from the module will automatically display on the Sign-off Template Report.
  • When the toggle is off users will be able to manually set up their sign-off section of the Sign-off Template Report.

Legal Appointments Module Functionality

Sign-off tab

• Enhanced the Legal Appointments module by updating the Sign-off tab – user will be able to add and manage approvals and validations on this tab.
• Enhanced the Legal Appointments module by adding the Final Approver functionality to the Sign-off tab:
  • When a sign-off group with a final approver has been selected the final approver will only be able to sign-off when all other approvals in the sign-off group have been completed.
  • The final approver will need to answer all template questions before sign-off can be completed.
  • Final approval questions and answers can be viewed after sign-off is done.

Non-Conformance

Non-Conformance Module Functionality

Details tab

• Enhanced the Non-Conformance module by increasing the character limit of the following field on the Details tab:
  • Description

Permit Management

Permit Management Module Functionality

Details tab

• Corrected the issue where the Expiry Date field was not available on the add page of the Permit Management module.

PPE Register

PPE Register Module Functionality

Items taken tab

• Enhanced the Items taken tab on the PPE Register module by adding the following new field:
  • Cost per item
  • Currency
  • Total Cost

Shareholder Management

Shareholder Management Module Functionality

Details tab

• Corrected the mandatory fields issue – all required fields will now prevent you from saving empty mandatory fields.
• Added the redirect/view button for all Links uploaded to the record – When clicking on the view button the system will open the uploaded link on a new tab in your browser.
• Corrected the the date format to yyyy-mm-dd on the following fields:
  • Date

Supplier Management

Supplier Management Module Functionality

Details tab

• Corrected the mandatory fields issue – all required fields will now prevent you from saving empty mandatory fields.

Interactions tab

• Added the redirect/view button for all Links uploaded to the record – When clicking on the view button the system will open the uploaded link on a new tab in your browser.
• Corrected the issue where the selection made on the following field did not save:
  • Previous interaction
• Corrected the issue where documents uploaded under the Interactions tab of the Supplier Management module did not save.

Union Management

Union Management Module Functionality

Interactions tab

• Added the redirect/view button for all Links uploaded to the record – When clicking on the view button the system will open the uploaded link on a new tab in your browser.
• Added the download button for all uploaded files/images on the Interactions tab.

Work Orders

Work Orders Module Functionality

Details tab

• Corrected the issue where changes made to the following fields on the Details tab of the Work Orders module did not save:
  • Does this expire?
  • Expiry date
  • Set reminder?
  • Reminder date
  • Who receives the reminder
• Corrected the delete functionality on the Category field – Categories can now be deleted.

Root Causes tab

• Added the confirmation pop-up that will now prevent the user from deleting a record accidentally on the Root causes tab.

Related Documents tab

• Added the Confirmation pop-up that will now prevent the user from deleting a File or Folder accidentally.

Released date: 2024-05-11.

Minor bug fixes were made to increase the stability of the XGRC product range.

Audits

Audits Module Functionality

Schedule tab

• Enhanced the Audits module Schedule tab by adding the following new option to the Status field drop-down selection:
  • In Progress
• Enhanced the Internal/External audit field on the Schedule tab of the Audits module by allowing users to link stakeholders from all Relationship Management modules to an Audit record if the External option is selected.

Change Management

Change Management Administration Functionality

Change Management Status

• Enhanced the Change Management Status setup page by adding the following new toggle buttons:
  • Approve Status – if this toggle is on, this status will be automatically assigned to a record when the final approver approves a record.
  • Reject Status – if this toggle is on, this status will be automatically assigned to a record when the final approver rejects a record.

Change Management Module Functionality

Details tab

• Enhanced the Change Management module by making the following field mandatory:
  • Status
• Corrected the issue where if you click on any of the other pages on the following fields pop-ups an error occurs – the grid pager can now be used to skip to the next pages:
  • Potential Business Impact
  • Business Impact

Combined Assurance

Combined Assurance Module Functionality

• With Combined Assurance on Control Register, take control of your organisation’s assurance processes like never before. Streamline operations, enhance transparency, and drive continuous improvement in your control environment management.

Company Maintenance

Company Maintenance Module Functionality

User Details tab

• Enhanced the Company Maintenance module by adding the following new field to the add page of the User Details tab:
  • Business Unit – Administrators will now be able to add a Business Unit to the employee record that is automatically created when a new user profile is created through the Company Maintenance.

Enterprise Risk Management

Enterprise Risk Management Module Functionality

Assessments tab

• Enhanced the Enterprise Risk Management module by improving the color display of the Inherent and Residual section on the Assessments tab – the colors displayed on the module, Reports and Dashboard now match precisely.

Report Functionality

Detailed Report

• Enhanced the Enterprise Risk Management Module Detailed Report by improving the color display of the Inherent and Residual section on the Assessments column – the colors displayed on the module, Reports and Dashboard now match precisely.

Sign-Off Report

• Enhanced the Enterprise Risk Management Module Sign-off Report by improving the color display of the Inherent and Residual section on the Assessments column – the colors displayed on the module, Reports and Dashboard now match precisely.

Enterprise Risk Management Dashboard Functionality

ERM Overview Dashboard

• Enhanced the ERM Overview Dashboard by improving the color display of the Inherent and Residual section in the Details column of the dashboard – the colors displayed on the module, Reports and Dashboard now match precisely.

ENVIRX

Manage Monitoring Module Functionality

Monitoring tab

• Corrected the upload function on the Monitoring tab of the Manage Monitoring module – Multiple files can be uploaded, viewed, and downloaded.

Monitoring Module Functionality

Monitoring tab

• Corrected the upload function on the Monitoring tab of the Monitoring module – Multiple files can be uploaded, viewed, and downloaded.

Incident Management

Incident Management Module Functionality

Details tab

• Enhanced the Customer Informed field on the Details tab of the Incident Management module by adding the following extra Relationship Management modules:
  • Contractor Management
  • Supplier Management

Inspections

Inspections Module Functionality

Schedule tab

• Enhanced the Inspections module by adding the following new option to the Status field drop-down selection:
  • In Progress

Inspection tab

• Corrected the search bar functionality on the Inspections checklist group and sub-group section.

Legal Appointments

Legal Appointments Module Functionality

Details tab

• Enhanced the Legal Appointments module by making the following changes:
  • When the “no” option is selected for the Does this expire? field the Valid to when date does not need to be filled in.
  • If the Template selected for the record contains the Valid date to parameter users will need to fill in the Valid to when date to be able to download the Sign-off Template report.
• Corrected the mandatory fields issue – all required fields will now prevent you from saving empty mandatory fields.
• Corrected the delete functionality on the Category field – Categories can now be deleted.

Non-Conformance

Non-Conformance Module Functionality

Details tab

• Fixed the inner admin button functionality for the following fields:
  • Activity/Service
• Corrected the issue where the Reported by and Owner fields could not be edited.

Fishbone tab (New)

• Enhanced the Non-Conformance module by adding the following new tab:
  • Fishbone – Also known as a Cause-and-Effect diagram. A visual tool to analyze cause and effect.

Immediate Causes tab

• Enhanced the Non-Conformance module Immediate Causes tab by adding the following new field:
  • Immediate Cause Description

Root Causes tab

• Enhanced the Non-Conformance module Root Causes tab by adding the following new field:
  • Root Cause Description

Report Functionality

Detailed Report

• Corrected the issue where the Immediate causes and Root causes did not display correctly on the Non-Conformance Detailed report.

Sign-off Report

• Enhanced the Non-Conformance Sign-off report by adding the following new field to the Details section:
  • Corrective Action (Stopping Re-occurrence)
• Corrected the issue where the Categories added on the record did not display on the Non-Conformance Sign-off report.

Objectives & Targets

Objectives &Targets Module Functionality

Targets tab

• Enhanced the Objectives & Targets module by adding the auto update functionality to the status field on the Targets tab – if the by when date on an overdue target is changed to a future date the status will automatically update to open.

Report Builder

Report Builder Module Functionality

• Enhanced the Report builder by adding the SBO Details data source with the following option:
  • Business Unit
  • Business Unit full path
  • Captured by
  • Case number
  • Categories
  • Date Captured
  • Description
  • ID
  • Location
  • Observation Category
  • Observation date
  • Observation time
  • Rule
  • Type

Suggestions

Suggestions Module Functionality

Details tab

• Enhanced the Suggestions module by adding the following new field to the Details tab:
  • Date logged – this field will automatically populate the date the record was logged.

Supplier Management

Supplier Management Module Functionality

Alignments tab

• Enhanced the Alignments tab of the Supplier Management module by adding the email notifications to the Reminder Information section.

Training

Training Module Functionality

Training tab

• Corrected the filter functionality of the following header on the Training tab Index page of the Training module:
  • Business Unit

Released date: 2024-03-19.

Minor bug fixes were made to increase the stability of the XGRC product range.

Adhoc Actions

Adhoc Actions Module Functionality

Details tab

• Enhanced the Adhoc Actions module by adding a Multiple Persons toggle to the add page.
  • When toggle is on an action will be created for each responsible person selected.
  • When toggle is off only one action will be created for all responsible persons selected.

Audits

Audits Module Functionality

Report Functionality

Detailed Report

• Corrected the issue where a single uploaded image/photo displayed multiple times on the Detailed report of the Audits module.

 

Sign-off Report

• Corrected the issue where a single uploaded image/photo displayed multiple times on the Sign-off report of the Audits module.

Asset Management

Asset Management Module Functionality

Report Functionality

Detailed Report

• Corrected the issue where a single uploaded image/photo displayed multiple times on the Detailed report of the Asset Management module.

Change Management

Change Management Administration Functionality

Sign-off Groups

• Enhanced the Sign-off groups setup page by adding the Template and Final Approver functionality.
  • Under the Groups section a Template can be added – here administrators will be able to add multiple question that a final approver needs to answer before sign-off can be completed on the Non-Conformance module.
  • Under the User section a Final Approver toggle has been added – here a single user can be assigned as the final approver of a sign-off group.

Change Management Module Functionality

Export Functionality

• Corrected the issue where not all records displayed on the Export sheet of the Change Management module.
• Enhanced the Change Management module Export sheet by adding the following fields and their data:
  • Date logged
  • Logged by
  • Details of change
  • Details of change description
  • Potential business impact
  • Business impact description
  • Comments
  • Does this expire?
  • Expiry date
  • Set reminder?
  • Reminder date
  • Who receives the reminder?

Approvals tab

• Enhanced the Change Management module by adding the Final Approver functionality to the Approvals tab:
  • When a sign-off group with a final approver has been selected the final approver will only be able to approve when all other approvals in the sign-off group have been completed.
  • The final approver will need to answer all template questions before approval can be completed.
  • Final approval questions and answers can be view after approval is done.

Report Functionality

Detailed Report

• Enhanced the Change Management Detailed Report by adding the following column and related information:
  • Final Approval Questions

Community Management

Community Management Module Functionality

Report Functionality

Detailed Report

• Enhanced the Community Management Detailed Report by adding the Alignments tab information.

Contractor Management

Contractor Management Module Functionality

Report Functionality

Detailed Report

• Enhanced the Contractor Management Detailed Report by adding the Alignments tab information.
• Enhanced the Contractor Management Detailed Report by adding the References tab information.

Customer Management

Customer Management Module Functionality

Report Functionality

Detailed Report

• Enhanced the Customer Management Detailed Report by adding the Alignments tab information.

Data Locking

Data Locking Administration Functionality

Data Locking

• Enhanced the system by adding the Incident Management module to the Data Locking setup page.
  • A status can be selected to apply to Incident Management records – this will lock a record when it is changed to a specific status.

Document Manager

Document Manager Module Functionality

Export Functionality

• Enhanced the Document Manager module Export sheet by adding and updating multiple fields and their data.

Document Template Control

Document Template Control Module Functionality

Details tab

• Enhanced the Document Template Control module by adding the following new fields to the Details tab:
  • Status
  • Comments

Government Management

Government Management Module Functionality

Report Functionality

Detailed Report

• Enhanced the Government Management Detailed Report by adding the Alignments tab information.

Incident Management

Incident Management Module Functionality

Report Functionality

Sign-off Report

• Corrected the issue where the Sign-off comments did not display on the Sign-Off Report of the Incident Management module.

Inspections

Inspections Module Functionality

Report Functionality

Released date: 2023-12-09.

Minor bug fixes were made to increase the stability of the XGRC product range.

Audits

Audits Module Functionality

Schedule tab

• Enhanced the Audits module by changing the Business Unit field on the Schedule tab to display the full breadcrumb of the Business Unit selected.

Related Documents tab (New tab)

• Enhanced the Audits module by adding the following new tab:
  • Related Documents – Upload supporting documents and add links to Audit records.

Broadcasts

Broadcasts Module Functionality

Compose

• Enhanced the Broadcasts module by adding a document upload function – users can now attach documents to their broadcast messages.

Calibrations

Calibrations Module Functionality

Details tab

Added the following selection options to the Calibration Frequency fields drop-down:

• • N/A
  • 18 Months
  • 6 Yearly

Change Management

Change Management Administration Functionality

Sign-off Groups

• Enhanced the Sign-off groups setup page by adding the following field to the sign-off users section:
  • Function – a Function can now be assigned to each sign-off user added to a sign-off group.

Change Management Module Functionality

Approvals tab

• Enhanced the Change Management module by adding the following field to the Approvals tab:
  • Sign-off Group toggle – Users will now be able to select a complete sign-off group to be added to the Approvals tab.

Contractor Management

Contractor Management Administration Functionality

Contractor Alignment

• Enhanced the Contractor Alignment setup page by adding the following field to the Template tab:
  • Alternative Validator – An alternative validator can now be added to Contractor Alignments to validate records on the Contractor Management module.

Contractor Management Module Functionality

Details tab

• Enhanced the Contractor Management module Details tab by adding the following new sections and fields:
  • Basic Information
    • Contractor start date – Date format field.
    • Contractor end date – Date format field.
  • Company Information
    • Contractor account number – Text field.
    • Registered company name – Text field.
    • Trading name – Text field.
    • Division or Subsidiary of – Text field.
    • Company registration number – Text field and document upload function.
    • Company VAT number – Text field and document upload function.
    • Vendor number – Text field and document upload function.
  • Registered Business Address
    • International Company? – yes/no drop-down.
    • Address type – Drop-down.
    • Country – Drop-down.
    • Address line 1 – Text field.
    • Address line 2 – Text field.
    • Address line 3 – Text field.
    • Province – Drop-down.
    • City – Text field.
    • Suburb – Drop-down.

Additional Address tab (New)

• Enhanced the Contractor Management module by adding the above-mentioned new tab and following fields:
  • Address name – Text field.
  • International Company? – yes/no drop-down.
  • Address type – Drop-down.
  • Country – Drop-down.
  • Address line 1 – Text field.
  • Address line 2 – Text field.
  • Address line 3 – Text field.
  • Province – Drop-down.
  • City – Text field.
  • Suburb – Drop-down.

Alignments tab

• Enhanced the Contractor Management module by adding the following new field to the alignments tab:
  • Notes

Data Locking

Data Locking Administration Functionality

Data Locking

• Enhanced the system by moving the Reported to field security functionality to the Non-Conformance Data Locking section.

Emergency Preparedness

Emergency Preparedness Module Functionality

Index Page

Corrected the issue where the search bar on the Index page of the Emergency Preparedness module did not filter according to text entered.

Employee Management

Employee Management Module Functionality

Index Page

Enhanced the Employee Management module by adding the following header to the Index page:

• • Business Unit

PPE tab

• Corrected the mandatory fields issue – all required fields will now prevent you from saving empty mandatory fields.
• Corrected the issue where PPE items not issued to the employee yet did not display on the PPE tab – all PPE items linked to the employee’s occupation will now display.

Incident Management

Incident Management Module Functionality

Index Page

Export Functionality

• Enhanced the Incident Management module Export sheet by adding the following fields and their data:
  • Days Lost
  • Hours Lost
  • Injury Severity
  • Person Type
  • Employee Name
  • Was the person injured?
  • Nature of Injury
  • Body Part
  • Assessment
  • Activity/Product/Service

Details tab

• Enhanced the Incident Management module by adding the following field to the Details tab:
  • Exact internal location – Text field.

Third Party Details tab

Details sub-tab

• Enhanced the Incident Management module by adding the following field to the Details sub-tab of the Third Party Details tab:
  • Seatbelt worn? – Simple Yes/No drop-down.

Vehicle Information sub-tab

• Enhanced the Incident Management module by adding the following fields to the Vehicle Information sub-tab of the Third Party Details tab:

• • Owner Information
    • Seatbelt worn? Simple Yes/No drop-down.
  • Driver Information
    • Seatbelt worn? Simple Yes/No drop-down.

Persons involved tab

Activity Information sub-tab (New)

• Enhanced the Incident Management module by adding the above-mentioned sub-tab and the following fields to the Persons Involved tab:
  • Specific job/task/activity being performed when incident occurred – Text field.
  • Non-Routine task? – On/Off toggle.
  • Were they trained to perform this task? – Simple Yes/No drop-down.
  • How long ago was the training? – Text field.

Version of Events sub-tab

• Enhanced the Incident Management module by adding the following field to the Version of Events sub-tab of the Persons Involved tab:
  • Digital version of events – Users can use this field to upload supporting documents to the version of events.

Investigation tab

Details sub-tab

• Enhanced the Incident Management module by adding the following field to the Details sub-tab of the Investigation tab:
  • Weather conditions – Drop-down with set options.

Vehicle sub-tab

• Enhanced the Incident Management module by adding the following new sections and fields to the Vehicle sub-tab of the Investigation tab:
  • Driver Information

Driver – Pop-up to display site employees.

Seatbelt worn? Simple Yes/No drop-down.

License number – Text field.

• • Passenger Information

Passenger – Pop-up to display site employees.

Seatbelt worn? Simple Yes/No drop-down.

Inspections

Inspections Module Functionality

Report Functionality

Detailed Report

• Enhanced the Inspections Detailed Report by adding the following field to the Checklist column:
  • Non-Conformance Description

Legal Appointments

Legal Appointments Module Functionality

Report Functionality

Sign-off Report

• Corrected the issue where the Legal Appointments Sign-off report did not display correctly when downloaded or emailed.

Meeting Manager

Meeting Manager Module Functionality

Report Functionality

Detailed Report

• Enhanced the Meeting Manager Detailed Report by adding the following column and related information:
  • References

Non-Conformance

Non-Conformance Dashboard Functionality

Non-Conformance Overview Dashboard

• Corrected the issue where the Source field on the Non-Conformance Overview dashboard displayed incorrect information.

Non-Conformance Administration Functionality

Products

• Enhanced the Products setup page by adding the following fields to the Products section:
  • Product status – Text field.
  • Product code/SKU – Text field.
  • Product description – Text field.

Non-Conformance Module Functionality

Details tab

• Enhanced the Non-Conformance module Details tab by adding the following new fields:
  • Non-Conformance type – Drop-down with set options.
  • Activity OR Service – Multi-select pop-up displaying data from setup pages.
  • Non-Conformance date – Date format field.

Products tab (New)

• Enhanced the Non-Conformance module by adding the above-mentioned new tab and following fields:
  • Product – Pop-up displaying data from the setup page.
  • Product status – Data auto populates from the setup page OR text field.
  • Quantities selected – Numeral text field.
  • Product code/SKU – Data auto populates from the setup page OR text field.
  • Pack size – Text field.
  • Batch number – Text field.
  • Production date – Date format field.
  • Job card number – Text field.

Why Analysis tab

• Enhanced the Non-Conformance module Why Analysis tab by adding the following new field:
  • Is this a root cause? – Simple Yes/No drop-down.

Lessons Learnt tab (New)

• Enhanced the Non-Conformance module by adding the above-mentioned new tab and following fields:
  • History/Background – Text box.
  • Key points from root cause analysis – Text box.
  • Lessons learnt – Text box.

Sign-off tab

• Enhanced the Non-Conformance module by updating the Sign-off tab – user will be able to add and manage approvals and validations on this tab.

PPE Register

PPE Register Module Functionality

Report Functionality

Detailed Report

• Corrected the issue where the incorrect information displayed on the Issued by field of the PPE Register Detailed report.

Process Manager

Process Manager Module Functionality

Criteria

• Corrected the issue where if multiple values are selected for an Incident quick log criteria the triggers did not go off.

SDS

SDS Module Functionality

Related Documents tab

Corrected the file upload size restriction on the Related Documents tab of the SDS module – Files up to 100MB can now be uploaded.

Strategy

Strategy Dashboard Functionality

Strategies & Objectives Dashboard

Enhanced the Strategies & Objectives Dashboard by adding the following headers and information to the Details column:

• • Classification
  • Category

Supplier Management

Supplier Management Administration Functionality

Checklist (New Setup page)

Added the Supplier Management Checklist setup page – Supplier Management Checklists can be added manually to this page.

Supplier Type (New Setup page)

Added the Supplier Type setup page – Supplier Types can be added manually to this page and Supplier Management Checklist can be linked to a Supplier Type.

Supplier Management Module Functionality

Details tab

• Enhanced the Supplier Management module Details tab by adding the following new sections and fields:
  • Basic Information
    • Responsible person – Pop-up displaying site users.
    • Activity/Service/Product – Drop-down with set options.
    • Activity OR Service – Multi-select pop-up displaying data from setup pages.
    • Supplier type – Drop-down displaying data from the setup page.
  • Company Information
    • Supplier account number – Text field.
    • Registered company name – Text field.
    • Trading name – Text field.
    • Division or Subsidiary of – Text field.
    • Company registration number – Text field and document upload function.
    • Company VAT number – Text field and document upload function.
    • Vendor number – Text field and document upload function.
  • Registered Business Address
    • International Company? – yes/no drop-down.
    • Address type – Drop-down.
    • Country – Drop-down.
    • Address line 1 – Text field.
    • Address line 2 – Text field.
    • Address line 3 – Text field.
    • Province – Drop-down.
    • City – Text field.
    • Suburb – Drop-down.

Additional Address tab (New)

• Enhanced the Supplier Management module by adding the above-mentioned new tab and following fields:
  • Address name – Text field.
  • International Company? – yes/no drop-down.
  • Address type – Drop-down.
  • Country – Drop-down.
  • Address line 1 – Text field.
  • Address line 2 – Text field.
  • Address line 3 – Text field.
  • Province – Drop-down.
  • City – Text field.
  • Suburb – Drop-down.

Products tab (New)

• Enhanced the Supplier Management module by adding the above-mentioned new tab and following fields:
  • Product – Pop-up displaying data from the setup page.
  • Product status – Data auto populates from the setup page OR text field.
  • Quantities selected – Numeral text field.
  • Product code/SKU – Data auto populates from the setup page OR text field.
  • Pack size – Text field.
  • Batch number – Text field.
  • Production date – Date format field.
  • Job card number – Text field.

Checklist tab (New tab)

• Enhanced the Supplier Management module by adding the Checklist tab – a checklist can now be linked to a Supplier Management record.

Version 4.7.7

Released date: 2023-10-28.

Minor bug fixes were made to increase the stability of the XGRC product range.

Asset Management

Asset Management Administration Functionality

Asset Management Answer Set

• Enhanced the Asset Management Answer set setup page by increasing the character limit of the following fields: Answer set name.
• AnswerCorrected the issue where new answers added to the setup page did not save.

Asset Management Module Functionality

Work Orders tab

• Enhanced the Work orders tab of the Asset Management module by updating the Date Logged field to automatically generate the date the work order record is created.
• Enhanced the Work orders tab of the Asset Management module by updating the Logged By field to automatically generate the name of the user that is logged in and creating the record.
• Corrected the error preventing users from selecting the same Category on different work order records.

Complaint/Compliments tab (New tab)

• Enhanced the Asset Management module by adding a new tab – Complaints/Compliments – capture any complaints or compliments on an Asset Management record.

Audits

Audits Administration Functionality

Audit Answer Set

• Enhanced the Audits Answer set setup page by increasing the character limit of the following fields: Answer set name.
• AnswerCorrected the issue where new answers added to the setup page did not save.

Change Management

Change Management Administration Functionality

Business Impact (New Setup page)

• Added the Business Impact setup page – Business Impacts and Potential Business Impacts can be added manually to this page.

Change Management Types

• Enhanced the Change Management Type setup page by adding the functionality to link a Change Management Checklist to a Change Management type.

Checklist (New Setup page)

• Added the Change Management Checklist setup page – Change Management Checklists can be added manually to this page.

Details of Change (New Setup page)

• Added the Details of Change setup page – Details of change can be added manually to this page.

Priority of Change (New Setup page)

• Added the Priority of Change setup page – Priorities of change can be added manually to this page.

Change Management Module Functionality

Details tab

• Enhanced the Details tab on the Change Management module by adding the following new fields: Date logged – this field will automatically populate the date the record was logged.
• Logged by – this field will automatically populate the name of the user that logged the record.
• Priority of change – drop-down field with new setup page and inner admin.
• Details of change – multi-select field with new setup page and inner admin.
• Potential Business Impact – multi-select field with new setup page and inner admin.
• Business Impact – multi-select field with new setup page and inner admin.
• The following fields under the Details tab on the Change Management module has been renamed: From: Need/Reason → To: Details of Change Description
• From: Business Impact → To: Business Impact Description
• Enhanced the Type field under the Details tab of the Change Management module – Change Management Checklists can now be linked to a Change Management Type.
• Enhanced the Details tab on the Change Management module by adding the following new section: Expiry Information Does this expire?
• Expiry date
• Set reminder?
• Reminder date
• Who receives the reminder?

Checklist tab (New tab)

• Enhanced the Change Management module by adding the Checklist tab – Like the Audits, Inspections and Asset Management module a checklist can now be linked to a Change Management module.

Approvals (New tab)

• Enhanced the Change Management module by adding the Approvals tab – user will be able to add and manage approvals and validations on this tab.

Notes (New tab)

• Enhanced the Change Management module by adding the Notes tab – user will be able to add notes on this tab.

Report Functionality

• Enhanced the Change Management module by adding all new fields and tabs to the Detailed Report.

Community Management

Community Management Module Functionality

Non-Conformance tab

• Corrected the mandatory fields issue – all required fields will now prevent you from saving empty mandatory fields.

Company Information

Company Information Administration Functionality

Industry Classification (New Setup page)

• Added the Industry Classification setup page – Industry Classifications can be added manually to this page.

Company Information Module Functionality

New section

• Enhanced the system by adding a new section to the Company Profile Maintenance named Company Information – here users will be able to add and view the following Company Information: Basic Information
• Registered Business Address
• Additional Addresses
• Stakeholders
• Support
• Related Documents

Contractor Management

Contractor Management Module Functionality

Index Page

• Corrected the filter functionality of the following header on the Index page of the Contractor Management module: Business Unit

Non-Conformance tab

• Corrected the mandatory fields issue – all required fields will now prevent you from saving empty mandatory fields.

Contractor Management Dashboard Functionality

Contractor Alignments Dashboard

• Corrected the issue where if a Business Unit has been deleted from the setup page it did not automatically delete from the Contractor Alignments dashboard.

Customer Management

Customer Management Module Functionality

Non-Conformance tab

• Corrected the mandatory fields issue – all required fields will now prevent you from saving empty mandatory fields.

Data Locking

Data Locking Administration Functionality

Data Locking

• Enhanced the system by adding the Non-Conformance module to the Data Locking setup page. A status can be selected to apply to Non-Conformance records – this will lock a record when it is changed to a specific status.

Document Manager

Document Manager Module Functionality

Library Tab

• Enhanced the Document Manager module by adding a back button when you view a PDF document – users will now be able to navigate back to the module after opening a PDF document and continue where they left off.
• Corrected the issue where the Modified date displayed the incorrect time when a document is added or updated on the Document Manager module.

Emergency Preparedness

Emergency Preparedness Module Functionality

Non-Conformance tab

• Corrected the mandatory fields issue – all required fields will now prevent you from saving empty mandatory fields.

Employee Management

Employee Management Administration Functionality

Job Profile

• Enhanced the Job Profile setup page by adding the History button functionality.
• Enhanced the Job Profile setup page by adding the Detailed Report functionality.

Employee Management Module Functionality

Export Functionality

• Enhanced the Employee Management Export sheet by adding the following field and its relevant information: Type of Evaluation

Licenses tab

• Enhanced the Employee Management module by increasing the character limit of the following fields in the Licenses tab: License description
• License code

Training tab

• Enhanced the Training tab Index page of the Employee Management module by adding the following header: Type of Evaluation

Enterprise Risk Management

Enterprise Risk Management Module Functionality

Assessments tab

Details sub-tab

• Enhanced the Details sub-tab of the Assessments tab on the Enterprise Risk Management module by adding the following new fields: Contributing factor description
• Impact description
• Enhanced the Controls sub-tab of the Assessments tab on the Enterprise Risk Management module by adding the following new header to the Index page: Control description

Government Management

Government Management Module Functionality

Non-Conformance tab

• Corrected the mandatory fields issue – all required fields will now prevent you from saving empty mandatory fields.

Incident Management

Incident Management Module Functionality

Persons involved tab

Person Detail sub-tab

• Corrected the search bar functionality for the following fields on the Person Details sub-tab of the Persons Involved tab on the Incident Management module: Nature of injuries
• Body part/s injured
• Added the inner admin button functionality for the following field in the Person Details sub-tab of the Persons Involved tab on the Incident Management module: Nature of injuries
• Body part/s injuredCorrected the mandatory fields issue – all required fields will now prevent you from saving empty mandatory fields.

• Added the Confirmation pop-up to the following fields that will now prevent the user from deleting a selection accidentally: Nature of injuries
• Body part/s injured
• Corrected the error preventing users from selecting on the following fields: Nature of injuries
• Body part/s injured

Injury Detail sub-tab

• Enhanced the Person Details sub-tab of the Persons Involved tab on the Incident Management module by adding the following new fields: Light duty? – Yes/No drop-down.
• Full week? – Drop-down with options.
• Start date – Date field with calendar.
• End date – Date field with calendar.
• Duration – automatically populate field.
• Area – Text field.

Investigation tab

Recommendation sub-tab

• The following field under the Recommendation sub-tab of the Investigation tab on the Incident Management module has been renamed: From: Recommendation
• To: Department Recommendation
• Enhanced the Recommendation sub-tab of the Investigation tab on the Incident Management module by adding the following new field: Health & Safety Recommendations

Report Functionality

Detailed Report

• Enhanced the Incident Management Detailed report by adding the Body part/s injured information to the Persons Involved column.

Significant Learnings & Recommendations Report (New Report)

• Enhanced the Incident Management module by adding a new report selection – a Significant Learnings & Recommendations report can now be downloaded.
• Enhanced the Incident Management module by adding an Action required? Toggle to the Email function of the Significant Learnings & Recommendations report – an Ad hoc action will then be created for every user that is selected to receive an email.

Inspections

Inspections Administration Functionality

Inspections Answer Set

• Enhanced the Inspections Answer set setup page by increasing the character limit of the following fields: Answer set name
• AnswerCorrected the issue where new answers added to the setup page did not save.

Medical Surveillance

Medical Surveillance Administration Functionality

Medical Types (New Setup page)

• Enhanced the Medical Surveillance module by adding the Medical Types setup page – Medical Types can be added manually to this page.

Medical Surveillance Module Functionality

Actions tab (New tab)

• Added a new tab – Actions – Create Adhoc actions in the Monitoring module linking the action to the specific record.

Meeting Manager

Meeting Manager Module Functionality

Email Notifications

• Corrected the issue where email notifications were sent out when changes were made on the Attendees tab of the Meeting Manager module.

Near Miss

Near Miss Module Functionality

Basic Information tab

• Enhanced the Near Miss module by changing the Business Unit field to self-select – The Business Unit field can now be selected on the Add page and changed on the Edit page.

Non-Conformance

Non-Conformance Module Functionality

Details tab

• • Enhanced the Details tab on the Non-Conformance module by adding the following new field: Corrective Action (Stopping Re-occurrence)
  • Enhanced the Non-Conformance module by disabling (not able to make any changes) the following fields when the user that is logged in is selected on the Reported to field: Status
  • Reported by
  • Reported to
  • Description
  • OwnerCorrected the issue where the clear button on the Target Completion Date field in the Details tab of the Non-Conformance module was not functional.

Process Manager

Process Manager Module Functionality

Email Notifications

• Enhanced the Process Manager module by updating the Email notification parameters.

Safety Behaviour Observation

Safety Behaviour Observation Administration Functionality

Checklist (New Setup page)

• Added the Change Management Checklist setup page – Change Management Checklists can be added manually to this page.

Observation Category (New Setup page)

• Added the Observation Category setup page – Observation Categories can be added manually to this page.

Observation Types (New Setup page)

• Added the Observation Types setup page – Observation Types can be added manually to this page and Safety Behaviour Observation Checklist can be linked to an Observation Type.

Safety Behaviour Observation Location (New Setup page)

• Added the Safety Behaviour Observation Location setup page – Locations can be added manually to this page.

Safety Behaviour Observation Notification (New Setup page)

• Added the Safety Behaviour Observation Notification setup page – Notifications can be set up manually on this page.

Safety Behaviour Observation Module Functionality

New Module

• Enhanced the system by adding a new module named Safety Behavior Observation – users will be able to use this module to capture information surrounding safety behavior in the workplace.

Shareholder Management

Shareholder Management Module Functionality

Non-Conformance tab

• Corrected the mandatory fields issue – all required fields will now prevent you from saving empty mandatory fields.

Supplier Management

Supplier Management Module Functionality

Non-Conformance tab

• Corrected the mandatory fields issue – all required fields will now prevent you from saving empty mandatory fields.

Training

Training Module Functionality

Training tab

• Enhanced the Training tab Index page of the Training module by adding the following header: Type of Evaluation
• Enhanced the Training tab of the Training module by adding the following field to the Employee fields pop-up and search functionality: Employee number
• Enhanced the Training tab on the Training module by adding the following new field: Company number – this field will automatically populate the employee number linked to the employee selected.
• Employment type – this field will automatically populate the employment type linked to the employee selected.
• Date of Training – this field is a date field with a calendar.
• Date of next training – this field is a date field with a calendar.
• Enhanced the Training tab of the Training module by updating the Business unit field to automatically populate the Business unit linked to the employee selected.

Training Dashboard Functionality

Training Expiry Overview Dashboard

• Corrected the issue where not all records from the Training module Index page are displayed on the Training Expiry Overview dashboard.

Union Management

Union Management Module Functionality

Non-Conformance tab

• Corrected the mandatory fields issue – all required fields will now prevent you from saving empty mandatory fields.

User Profile

User Profile Dashboard Functionality

User details pop-up

• Enhanced the user profile dashboard by adding the signature upload functionality – users can now upload their signatures via the web application.

Version 4.7.6

Released date: 2023-08-26.

Adhoc Actions

Adhoc Actions Module Functionality

Email Notifications

• Corrected the issue where if a Adhoc action is deleted without changing the status to “Closed” the email notifications kept sending out – now when a Adhoc action is deleted in any status the email notification will stop sending.

Asset Management

Asset Management Module Functionality

Report Functionality

Detailed Report

• Added the Checklist tab information to the Detailed Report of the Asset Management module:
  • Checklist column

• Group name
• Sub-group name
• Question
• Answer
• Checklist Actions
• Work Order
• Comment
• Attached images

• • Checklist Actions column
• Case number
• Question
• Action
• Date logged
• Status
• By who
• By when

Audits

Audits Administration Functionality

Audit Checklist

• Enhanced the Audit Checklist setup page by adding the ability to make a copy of an existing Audit Checklist but with a new Name, Version, Document reference and Date of revision – the copy will include all Groups, Sub-groups, questions from the checklist and their answer sets.

Calibrations

Calibrations Module Functionality

Export Functionality

• Corrected the issue where the expiry information did not display correctly on the Calibrations module Export sheet.

Details tab

• Updated the Expiry Information section on the Calibrations module by only displaying the Reminder date field when a Who receives the reminder person has been selected.

Data Locking (New Feature)

Data Locking Administration Functionality

Data Locking (New Setup page)

• Enhanced the system by adding a new setup page that will grant the user the ability to prevent editing (lock) on existing records (data). (Administrators will still be able to make changes).

You will be able to use the Data Lock on the following modules:

• • Monitoring
    • A frequency can be selected to apply to Monitoring records – this will lock a record in a specific time from the creation date.
      • 1 month
      • 3 months
      • 6 months
      • 12 months
  • Audits
    • A status can be selected to apply to Audit records – this will lock a record when it is changed to a specific status.
  • Inspections
    • A status can be selected to apply to Inspection records – this will lock a record when it is changed to a specific status.

Document Manager

Email Notifications

• Corrected the issue where when expiry information with a reminder date is added to a document the reminder email sent out twice – the reminder email will now only be sent out once.

Employee Management

Employee Management Module Functionality

Documents tab

• Corrected the issue where documents uploaded under the Documents tab of the Employee Management module did not save.

PPE tab

• Corrected the issue where when trying to view a PPE record listed under the PPE tab of the Employee Management module the system did not redirect you to the relevant record.

Training tab

• Corrected the issue where not all Training records loaded on the Training module was available for selection in the Training tab of the Employee Management module.

ENVIRX

Manage Monitoring Module Functionality

All tabs

• Enhanced the Manage Monitoring module by always displaying the Monitoring name of the record at the top of the page of the Manage Monitoring record the user is currently working.

Report Functionality

Detailed Report Sorted by Location

• Corrected the issue where when a Manage Monitoring record is created with a date and time the time did not display on the Detailed report sorted by location – the date and time now displays on the report.

Detailed Report Sorted by Aspect Types

• Corrected the issue where when a Manage Monitoring record is created with a date and time the time did not display on the Detailed report sorted by aspect type – the date and time now displays on the report.

Monitoring Module Functionality

All tabs

• Enhanced the Monitoring module by always displaying the Monitoring name of the record at the top of the page of the Monitoring record the user is currently working.

Actions tab (New tab)

• Added a new tab – Actions – Create Adhoc actions in the Monitoring module linking the action to the specific record.

Legal Appointments

Legal Appointments Administration Functionality

Appointment Types

• Enhanced the Legal Appointments setup page by adding the following option/selection to the Parameters field drop-down:

• • Valid date from
  • Valid date to

Near Miss

Near Miss Module Functionality

Basic Information tab

• Enhanced the Near Miss module by changing the Category field to self-select – The Category field can now be selected on the Add page and changed on the Edit page.

Non-Conformance

Non-Conformance Module Functionality

Report Functionality

Detailed Report

• Added the following columns and fields to the Non-Conformance Detailed report:

• • Why Analysis

• Question
• Answer

• • Cost
• Category
• Cost Type
• Currency
• Amount

Sign-Off Report

• Corrected the issue where the Sign-off comments did not display on the Sign-Off Report of the Non-Conformance module.

Pagination (New Feature)

Multiple Modules Functionality

Index Page Pagination Enhancements

Enhanced our pagination functionality to make it more intuitive and efficient for users when navigating through our Index Pages. The new pagination system includes the following enhancements:

• Improved navigation controls for seamless movement between pages.
• Enhanced user customization for the number of items displayed per page.

Our new pagination system has been implemented on the following modules:

• • Adhoc Actions
  • Asset Management
  • Audits
  • Calculated Results
  • Calibrations
  • Change Management
  • Community Management
  • Contractor Management
  • Customer Management
  • Document Template Control
  • Emergency Preparedness
  • Enterprise Risk Management
  • Government Management
  • HACCP
  • Incident Management
  • Inspections
  • Legal Appointments
  • Legal & Other Requirements
  • Manage Aspects
  • Manage Monitoring
  • Medical Surveillance
  • Meeting Manager
  • Mitigation Risk Management
  • Monitoring
  • Near Miss
  • Non-Conformance
  • Objectives & Targets
  • Operational Risk Management
  • Opportunity for Improvement
  • Performance Indicators
  • Permit Management
  • PPE Register
  • Quantum Setup
  • SDS
  • Shareholder Management
  • Strategy
  • Suggestions
  • Supplier Management
  • Thresholds
  • Training
  • Union Management
  • Work Orders

Our new pagination system has been implemented on the following Setup pages:

• • Employee Management:

• Employees
• Job Profile
• PPE
• Training Types
• License Description
• License Code
• Chronic Conditions Setup

• • Strategy:

• Strategy Classification

• • Risk Assessment:

• Activities
• Control Hierarchy
• Control Register
• Hazard Register
• Phase of Operations
• Products
• Risk Identifications
• Services
• Conditions of Assessment
• Control Effectiveness
• Risk Response

• • Legal Appointments:

• Appointment Types

• • Incident Management:

• Activities
• Body Parts
• Cost Types
• Incident Types
• Nature of Injuries
• Root Causes
• Spillage Products
• Incident Severity Setup
• Immediate Causes
• Area Types
• Contamination Types
• Media Coverage Types

• • Audits:

• Checklist Types
• Answer Sets
• Audit Type of Findings

• • Inspections:

• Inspection Types
• Answer Sets

• • Meeting Manager:

• Meeting Templates

• • Asset Management:

• Asset Status
• Ownership
• Asset Types
• Asset Groups
• Asset Disposal Method
• Linked Contract Type
• Linked Contract Status
• Linked Contract State
• Linked Contract Renewal Status
• Asset Checklist Setup
• Answer Set Setup

• • Permits:

• Permit Types
• Permit Status
• Obligation Status
• Obligation Category

• • Vetting:

• Alignment Templates
• Contractor Alignment
• Customer Alignment
• Community Alignment
• Supplier Alignment
• Government Alignment
• Shareholder Alignment
• Union Alignment

• • Process Manager:

• Process Manager
• Sign-Off Groups

• • HACCP:

• HACCP Types
• Process Steps

• • Change Management:

• Change Management Status
• Change Management Types

• • ERM:

• ERM Activities
• ERM Products
• ERM Services
• ERM Control Names
• ERM Controls
• ERM Control Types
• ERM Frequency
• ERM Assessment Type
• ERM Control Adequacy
• ERM Sum of Control Adequacy
• ERM Risk Categories
• ERM Consequences
• ERM Threats
• ERM Escalation Factors
• ERM Priority

• • Training:

• Agency
• Type of Evaluation
• Eye Test Result
• Training Results

• • Work Orders:

• Work Order Status
• Work Order Type
• Work Order Priority
• Work Type
• Preventative Measures

• • Non-Conformance:

• Non-Conformance Types
• Non-Conformance Status
• Non-Conformance Classifications

• • Calibrations:

• Calibrations Equipment Status
• Calibrations Classifications

• • Performance Indicators:

• Performance Indicators Catalogues

• • Bowtie Risk Management:

• Threats
• Consequences
• Escalation Factors

• • Near Miss:

• Near Miss Status
• Near Miss Type
• Near Miss Location

• • Opportunity For Improvement:

• OFI Status
• OFI Classifications
• OFI Type
• Impacts

PPE Register

PPE Register Module Functionality

Items taken tab

• Enhanced the Items taken tab on the PPE Register module by adding the following new field:
  • Size
• Enhanced the Items taken tab on the PPE Register module by adding the following new section:
  • Expiry Information

• Does this expire?
• Expiry date
• Set reminder?
• Reminder date
• Who receives the reminder?

Report Functionality

Detailed Report

• Enhanced the PPE Register Detailed Report by adding the following information to the Items column:
  • Size
  • Does Expire
  • Expiry date

Process Manager

Process Manager Module Functionality

Criteria

• Added the following option to the field drop-down when setting up a Criteria for the Work Orders module on the Process Manager:
  • Business Unit
  • Category
  • Work order type
  • Priority
  • Work order status
• Added the following option to the field drop-down when setting up a Criteria for the Incident Quick Log module on the Process Manager:
  • Reported to
  • Estimated severity

References Tabs

Multiple Modules Functionality

Multiple fixes and Enhancements

• Corrected the search bar functionality on the References tabs of the following modules:
  • Meeting Manager
  • Strategy
  • Operational Risk Management
  • Enterprise Risk Management
  • Mitigation Risk Management
  • Permit Management
  • Community Management
  • Contractor Management
  • Supplier Management
  • Customer Management
  • Government Management
  • Shareholder Management
  • Union Management
• Enhanced the References tabs of the following modules by adding a search bar to the pop-up:
  • Legal Appointments
  • HACCP
  • Mitigation Risk Management
  • Suggestion
  • Permit Management
  • PPE Register
  • Training
  • SDS
  • Incident Management
  • Emergency Preparedness
  • Non-Conformance
  • Opportunity for Improvement
  • Work Orders
  • Manage Monitoring
• Corrected the issue where deleted records still displayed on the References tabs of the following modules:
  • Meeting Manager
  • Strategy
  • Change Management
  • Operational Risk Management
  • Mitigation Risk Management
  • Suggestions
  • PPE Register
  • SDS
  • Community Management
  • Contractor Management
  • Customer Management
  • Government Management
  • Shareholder Management
  • Union Management
  • Incident Management
  • Emergency Preparedness
  • Non-Conformance
  • Opportunity for Improvement
• Enhanced the References tab of the following modules by removing the number column from the pop-up:
  • Meeting Manager
  • Strategy
  • Legal Appointments
  • Change Management
  • Operational Risk Management
  • HACCP
  • Enterprise Risk Management
  • Mitigation Risk Management
  • Suggestions
  • Permit Management
  • PPE Register
  • Training
  • SDS
  • Community Management
  • Contractor Management
  • Supplier Management
  • Customer Management
  • Government Management
  • Shareholder Management
  • Union Management
  • Incident Management
  • Emergency Preparedness
  • Non-Conformance
  • Opportunity for Improvement
  • Asset Management
  • Work Orders
  • Manage Monitoring
• Enhanced the References tab of the following modules by displaying all Referenced records in Alphabetical order on the Index page:
  • Meeting Manager
  • Strategy
  • Legal Appointments
  • Change Management
  • Operational Risk Management
  • HACCP
  • Enterprise Risk Management
  • Mitigation Risk Management
  • Suggestions
  • Permit Management
  • PPE Register
  • Training
  • SDS
  • Community Management
  • Contractor Management
  • Supplier Management
  • Customer Management
  • Government Management
  • Shareholder Management
  • Union Management
  • Incident Management
  • Emergency Preparedness
  • Non-Conformance
  • Opportunity for Improvement
  • Asset Management
  • Work Orders
  • Manage Monitoring
• Corrected the issue where the headers on the References tab of the following modules where not display in bold:
  • Meeting Manager
  • Strategy
  • Legal Appointments
  • Change Management
  • Operational Risk Management
  • HACCP
  • Enterprise Risk Management
  • Mitigation Risk Management
  • Suggestions
  • Permit Management
  • PPE Register
  • Training
  • Community Management
  • Contractor Management
  • Supplier Management
  • Customer Management
  • Government Management
  • Shareholder Management
  • Union Management
  • Incident Management
  • Emergency Preparedness
  • Non-Conformance
  • Opportunity for Improvement
  • Asset Management
  • Work Orders
  • Manage Monitoring
• Corrected the issue where records referenced on the add page did not display on the edit page of the following module:
  • Union Management

Version 4.7.5

Released date: 2023-06-24.

Adhoc Actions

Adhoc Actions Module Functionality

Index Page

• Enhanced the Adhoc actions module by giving users the ability to change a records status directly on the Index page.

Feedback section

• Enhanced the Adhoc actions Feedback section by changing the text field to a text box – now feedback can be posted in paragraph format.

Documents tab

• Corrected the file upload size restriction on the Documents tab – Files up to 100MB can now be uploaded.

Asset Management

Asset Management Dashboard Functionality

Asset Overview Dashboard

• Corrected the issue where not all records created in the Asset Management module are displayed on the Asset Overview dashboard.

Asset Management Module Functionality

Checklist tab

Work Orders sub-tab

• Enhanced the Asset Management module by adding the Work orders sub-tab to the Checklist tab – a work order can now be created in a checklist for a specific question.

References tab

• Corrected the issue where not all Non-Conformance records could be referenced on the Asset Management module.

Report Functionality

• Enhanced the Asset Management module Report by adding the Email function – all reports can now be emailed directly from the system.

Audits

Audits Module Functionality

Audits tab

Findings sub-tab

• Enhanced the Findings field of the Audits module by increasing the character limit.

References tab

• Corrected the issue where not all Non-Conformance records could be referenced on the Audits module.

Report Functionality

• Enhanced the Audits module Reports by adding the Email function – all reports can now be emailed directly from the system.

Calibrations

Calibrations Module Functionality

Report Functionality

• Enhanced the Calibration module Report by adding the Email function – all reports can now be emailed directly from the system.

Change Management

Change Management Module Functionality

References tab

• Corrected the issue where not all Non-Conformance records could be referenced on the Change Management module.

Report Functionality

• Enhanced the Change Management module Report by adding the Email function – all reports can now be emailed directly from the system.

Community Management

Community Management Module Functionality

References tab

• Corrected the issue where not all Non-Conformance records could be referenced on the Community Management module.

Report Functionality

• Enhanced the Community Management module Report by adding the Email function – all reports can now be emailed directly from the system.

Relationship Management Dashboard Functionality

Relationship Management Non-Conformance Overview Dashboard

• Corrected the issue where not all Non-Conformance records created in the Community Management module are displayed on the Relationship Management Non-Conformance Overview dashboard.

Contractor Management

Contractor Management Module Functionality

References tab

• Corrected the issue where not all Non-Conformance records could be referenced on the Contractor Management module.

Relationship Management Dashboard Functionality

Relationship Management Non-Conformance Overview Dashboard

• Corrected the issue where not all Non-Conformance records created in the Contractor Management module are displayed on the Relationship Management Non-Conformance Overview dashboard.

Customer Management

Customer Management Module Functionality

Export Functionality

• Enhanced the Customer Management export sheet by adding the following information from the Non-Conformance tab to the sheet:
  • Case number
  • Status
  • Reported by
  • Reason
• Enhanced the Customer Management export sheet by adding the following information from the Complaints/Compliments tab to the sheet:
  • Date
  • Type
  • Comment

References tab

• Corrected the issue where not all Non-Conformance records could be referenced in the Customer Management module.

Report Functionality

• Enhanced the Customer Management module Report by adding the Email function – all reports can now be emailed directly from the system.

Relationship Management Dashboard Functionality

Relationship Management Non-Conformance Overview Dashboard

• Corrected the issue where not all Non-Conformance records created in the Customer Management module are displayed on the Relationship Management Non-Conformance Overview dashboard.

Document Template Control

Document Template Control Module Functionality

Report Functionality

• Enhanced the Document Template Control Module Report by adding the Email function – all reports can now be emailed directly from the system.

Emergency Preparedness

Emergency Preparedness Module Functionality

References tab

• Corrected the issue where not all Non-Conformance records could be referenced on the Emergency Preparedness module.

Employee Management

Employee Management Module Functionality

Education and Qualifications tab

• Corrected the issue where changes made on the Education and Qualifications tab did not save.

Licenses tab

• Corrected the issue where files and links added to License records on the Employee Management module did not save.

Permits tab

• Corrected the issue where an error occurred when trying to access some employee records on the Permits tab of the Employee Management module.

Report Functionality

• Corrected the issue where the Does this expire? information under the License column did not display.
• Enhanced the Employee Management Detailed report by adding the Expiry date information to the License column.

Enterprise Risk Management

Enterprise Risk Management Module Functionality

References tab

• Corrected the issue where not all Non-Conformance records could be referenced on the Enterprise Risk Management module.

Report Functionality

• Enhanced the Enterprise Risk Management Module Report by adding the Email function – all reports can now be emailed directly from the system.

ENVIRX

Manage Monitoring Module Functionality

References tab

• Corrected the issue where not all Non-Conformance records could be referenced on the Manage Monitoring module.

Report Functionality

• Enhanced the Manage Monitoring module Reports by adding the Email function – all reports can now be emailed directly from the system.

Monitoring Module Functionality

References tab

• Corrected the issue where not all Non-Conformance records could be referenced in the Monitoring module.

Report Functionality

• Enhanced the Monitoring module Reports by adding the Email function – all reports can now be emailed directly from the system.

Government Management

Government Management Module Functionality

References tab

• Corrected the issue where not all Non-Conformance records could be referenced on the Government Management module.

Report Functionality

• Enhanced the Government Management module by adding the Detailed report.
• Enhanced the Government Management module Report by adding the Email function – all reports can now be emailed directly from the system.

Relationship Management Dashboard Functionality

Relationship Management Non-Conformance Overview Dashboard

• Corrected the issue where not all Non-Conformance records created in the Government Management module are displayed on the Relationship Management Non-Conformance Overview dashboard.

HACCP

HACCP Module Functionality

Assessments tab

Details sub-tab

• Enhanced the Details sub-tab of the HACCP module by adding the following new fields:
  • Causes – Non-mandatory text field.
  • Standard – Non-mandatory text field.

Control sub-tab

• Corrected the issue where the Controls loaded on Assessment records are duplicated to other Assessment records.

References tab

• Corrected the issue where not all Non-Conformance records could be referenced on the HACCP module.

Report Functionality

• Enhanced the HACCP module Report by adding the Email function – all reports can now be emailed directly from the system.

Incident Management

Incident Management Module Functionality

Persons involved tab

Version of events sub-tab

• Enhanced the Version of events tab in the Incident Management module by increasing the character limit on the Version field.

References tab

• Corrected the issue where not all Non-Conformance records could be referenced on the Incident Management module.

Inspections

Inspections Administration Functionality

Inspection Checklist

• Enhanced the Inspections Checklist setup page by adding the History button functionality.
• Corrected the mandatory fields issue – all required fields will now prevent you from saving empty mandatory fields.

Inspections Module Functionality

Schedule tab

• Enhanced the Description field of the Inspections module by increasing the character limit.

References tab

• Corrected the issue where not all Non-Conformance records could be referenced on the Inspections module.

Legal Appointments

Legal Appointments Module Functionality

References tab

• Corrected the issue where not all Non-Conformance records could be referenced on the Legal Appointments module.

Report Functionality

• Enhanced the Legal Appointments module Reports by adding the Email function – all reports can now be emailed directly from the system.

Legal and Other Requirements

Legal and Other Requirements Module Functionality

Report Functionality

• Enhanced the Legal and Other Requirements module Reports by adding the Email function – all reports can now be emailed directly from the system.

Medical Surveillance

Medical Surveillance Module Functionality

Report Functionality

• Enhanced the Medical Surveillance module Report by adding the Email function – all reports can now be emailed directly from the system.

Meeting Manager

Employee Management Administration Functionality

Meeting Templates

• Corrected the issue where when an employee name added to the attendees list is too long an error occurred and prevented the client from saving the record.

Meeting Manager Module Functionality

References tab

• Corrected the issue where not all Non-Conformance records could be referenced on the Meeting Manager module.

 

Report Functionality

• Enhanced the Meeting Manager module Report by adding the Email function – all reports can now be emailed directly from the system.

Mitigation Risk Assessment

Mitigation Risk Assessment Module Functionality

References tab

• Corrected the issue where not all Non-Conformance records could be referenced on the Mitigation Risk Assessment module.

Report Functionality

• Enhanced the Mitigation Risk Assessment Module Report by adding the Email function – all reports can now be emailed directly from the system.

Non-Conformance

Non-Conformance Module Functionality

Details tab

• Corrected the mandatory fields issue – all required fields will now prevent you from saving empty mandatory fields.
• Corrected the search bar functionality for the following field on the Details tab of the Non-Conformance module:
  • Category
  • Type

References tab

• Corrected the issue where not all Non-Conformance records could be referenced on the Non-Conformance module.

Objectives & Targets

Objectives & Targets Module Functionality

Details tab

• Enhanced the Objectives & Targets module by adding the multi-select functionality to the Business Unit field – Users will now be able to select multiple Business Units.

Report Functionality

• Enhanced the Objectives & Targets module Report by adding the Email function – all reports can now be emailed directly from the system.

Operational Risk Management

Operational Risk Management Module Functionality

Assessments tab

Additional Controls sub-tab

• Corrected the issue where the Additional controls loaded on Assessment records are duplicated to other Assessment records.

Opportunities sub-tab

• Corrected the issue where the Opportunities loaded on Assessment records are duplicated to other Assessment records.

References tab

• Corrected the issue where not all Non-Conformance records could be referenced on the Operational Risk Management module.

Report Functionality

Detailed Report

• Corrected the issue where Assessment records created on the module did not display on the Detailed report of the Operational Risk Management module.

Sign-off Report

• Corrected the issue where Assessment records created on the module did not display on the Sign-off report of the Operational Risk Management module.

Permit Management

Permit Management Module Functionality

References tab

• Corrected the issue where not all Non-Conformance records could be referenced on the Permit Management module.

Report Functionality

• Enhanced the Permit Management module Report by adding the Email function – all reports can now be emailed directly from the system.

PPE Register

PPE Register Module Functionality

References tab

• Corrected the issue where not all Non-Conformance records could be referenced on the PPE Register module.

Report Functionality

• Enhanced the PPE Register module Report by adding the Email function – all reports can now be emailed directly from the system.

 

Process Manager

Process Manager Module Functionality

New Module

• Added the Opportunity for Improvement module to the Process Manager – Processes with criteria and triggers can now be set up for OFI’s.

Report Builder

Report Builder Module Functionality

• Enhanced the Report builder by adding the Action Overview Responsibilities data source with the following option:
  • Action
  • By when date
  • Case number
  • Close date
  • Created by
  • Date logged
  • Description
  • By who user ID
  • Created by user ID
  • Full Name
  • ID
  • Module
  • Responsibility role
  • Responsibility user
  • Status
  • Status ID

• Enhanced the Report builder by adding the following options for the Monitoring data source:
  • Business Unit
  • Category
  • Duration

 

 

SDS

SDS Module Functionality

Product and Company Identification tab

• Enhanced the Product and Company Identification tab of the SDS module by adding the following new fields:
  • Product Classification – Non-mandatory drop-down field.
  • LD 50 (Lethal Dose) – Non-mandatory text field.
  • Toxic/Non-toxic – Non-mandatory drop-down field.

References tab

• Corrected the issue where not all Non-Conformance records could be referenced on the SDS module.

Report Functionality

• Enhanced the SDS module Report by adding the Email function – all reports can now be emailed directly from the system.

Shareholder Management

Shareholder Management Module Functionality

References tab

• Corrected the issue where not all Non-Conformance records could be referenced on the Shareholder Management module.

Report Functionality

• Enhanced the Shareholder Management module by adding the Detailed report.
• Enhanced the Shareholder Management module Report by adding the Email function – all reports can now be emailed directly from the system.

Relationship Management Dashboard Functionality

Relationship Management Non-Conformance Overview Dashboard

• Corrected the issue where not all Non-Conformance records created in the Shareholder Management module are displayed on the Relationship Management Non-Conformance Overview dashboard.

Strategy

Strategy Module Functionality

References tab

• Corrected the issue where not all Non-Conformance records could be referenced on the Strategy module.

Report Functionality

• Enhanced the Strategy module Report by adding the Email function – all reports can now be emailed directly from the system.

Suggestions

Suggestions Module Functionality

References tab

• Corrected the issue where not all Non-Conformance records could be referenced on the Suggestion module.

Report Functionality

• Enhanced the Suggestions module Report by adding the Email function – all reports can now be emailed directly from the system.

Supplier Management

Supplier Management Module Functionality

Export Functionality

• Enhanced the Customer Management export sheet by adding the following information from the Non-Conformance tab to the sheet:
  • Case number
  • Status
  • Reported by
  • Reason

 

References tab

• Corrected the issue where not all Non-Conformance records could be referenced on the Supplier Management module.

 

 

Training

Training Module Functionality

References tab

• Corrected the issue where not all Non-Conformance records could be referenced on the Training module.

Report Functionality

• Enhanced the Training module Report by adding the Email function – all reports can now be emailed directly from the system.

Union Management

Relationship Management Dashboard Functionality

Relationship Management Non-Conformance Overview Dashboard

• Corrected the issue where not all Non-Conformance records created in the Union Management module are displayed on the Relationship Management Non-Conformance Overview dashboard.

Union Management Module Functionality

References tab

• Corrected the issue where not all Non-Conformance records could be referenced on the Union Management module.

Report Functionality

• Enhanced the Union Management module Report by adding the Email function – all reports can now be emailed directly from the system.

User Profile

User Profile Dashboard Functionality

Task Sign offs

• Corrected the issue where deleted record in the sign-off status still displayed under the Task Sign offs of the user profile dashboard.

Work Orders

Work Orders Module Functionality

Index Page

• Corrected the filter functionality of the following header on the Index page of the Work Orders module:
  • Asset
  • Business Unit
  • Category
  • Priority
  • Status

References tab

• Corrected the issue where not all Non-Conformance records could be referenced on the Work Orders module.

Report Functionality

• Enhanced the Work Orders module Report by adding the Email function – all reports can now be emailed directly from the system.

Version 4.7.4

Released date: 2023-04-22.

Adhoc Actions

Adhoc Actions Module Functionality

Email Notifications

• Enhanced the Adhoc Actions module email notification that is received when a new Responsible person is added to now display the full client site name.

Export Functionality

• Corrected the issue where not all records displayed on the Export sheet of the Adhoc Actions module.

Report Functionality

• Enhanced the Adhoc Actions module Reports by adding the Email function – all reports can now be emailed directly from the system.

Asset Management

Asset Management Module Functionality

Index Page

• Corrected the following headers filter functionality on the Index page of the Asset Management module:
  • Business Unit
  • Responsible person

Audits

Audits Module Functionality

Audit tab

Non-Conformance sub-tab

• Corrected the issue where if a Non-Conformance record is created on the Audits module the record did not display on the Non-Conformance module index page.
• Corrected the mandatory fields issue – all required fields will now prevent you from saving empty mandatory fields.
• Added the Multi-select functionality to the Category field – Users will now be able to select multiple Categories.

Report Functionality

Detailed Report

• Corrected the issue where only the Surname displayed on the Auditor field under the Details column of the Detailed report of the Audits module – the full name and surname will now show.

Sign-off Report

• Corrected the issue where only the Surname displayed on the Auditor field under the Details column of the Detailed report of the Audits module – the full name and surname will now show.

Business Unit Setup Maintenance

Business Unit Maintenance Administration Functionality

• Corrected the issue where if a Business Unit Parent is deleted the Business Units children are still visible on the Business Unit structure.

Contractor Management

Contractor Management Module Functionality

Details tab

• Added the Multi-select functionality to the following field under the Details tab of the Contractor Management module:
  • Business Unit

 

Report Functionality

• Enhanced the Contractor Management module Reports by adding the Email function – all reports can now be emailed directly from the system.

Customer Management

Customer Management Module Functionality

Details tab

• Enhanced the Customer Management module Details tab by adding the following new sections and fields:
  • Company Information
    • Customer account number – Text field.
    • Registered company name – Text field.
    • Trading name – Text field.
    • Division or Subsidiary of – Text field.
    • Company registration number – Text field and document upload function.
    • Company VAT number – Text field and document upload function.
  • Registered Business Address
    • International Company? – yes/no drop-down.
    • Address type – Drop-down.
    • Country – Drop-down.
    • Address line 1 – Text field.
    • Address line 2 – Text field.
    • Address line 3 – Text field.
    • Province – Drop-down.
    • City – Text field.
    • Suburb – Drop-down.

Additional Address tab (New)

• Enhanced the Customer Management module by adding the above-mentioned new tab and following fields:
  • Address name – Text field.
  • International Company? – yes/no drop-down.
  • Address type – Drop-down.
  • Country – Drop-down.
  • Address line 1 – Text field.
  • Address line 2 – Text field.
  • Address line 3 – Text field.
  • Province – Drop-down.
  • City – Text field.
  • Suburb – Drop-down.

Emergency Preparedness

Emergency Preparedness Module Functionality

Report Functionality

• Enhanced the Emergency Preparedness module Reports by adding the Email function – all reports can now be emailed directly from the system.

Employee Management

Employee Management Administration Functionality

Chronic Conditions

• Added the Chronic Conditions setup page – Chronic Conditions can now be added manually.

Employee Management Module Functionality

Report Functionality

• Enhanced the Employee Management module Reports by adding the Email function – all reports can now be emailed directly from the system.

Enterprise Risk Management

Enterprise Risk Management Module Functionality

Assessments tab

Opportunities sub-tab

• Corrected the issue where the Opportunities loaded on Assessment records are duplicated to other Assessment records.

Risk Response sub-tab

• Corrected the issue where the Risk Responses loaded on Assessment records are duplicated to other Assessment records.

Report Functionality

• Corrected the issue where deleted Opportunities and Risk Responses still displayed on the Detailed report of the Enterprise Risk Management module.

Incident Management

Incident Management Dashboard Functionality

Incidents by Business Unit dashboard

• Corrected the issue where the Incidents by Business Unit dashboard did not update correctly.

Report Functionality

Detailed Report

• Enhanced the Incident Management module Detailed Report by adding the Email function – all reports can now be emailed directly from the system.
• Enhanced the Incident Management module Basic report to only display the tabs that have been toggled on and have information entered in the fields.

Basic Report

• Enhanced the Incident Management module Basic Report by adding the Email function – all reports can now be emailed directly from the system.
• Corrected the issue where the following fields on the Incident Management module Basic report displayed as “Yes” even if the “No” option was selected on the record:
  • Was there media coverage.
  • Customer informed.
• Enhanced the Incident Management module Basic report to only display the tabs that have been toggled on and have information entered in the fields.

Sign-off Report

• Enhanced the Incident Management module Sign-off Report by adding the Email function – all reports can now be emailed directly from the system.

Inspections

Inspections Module Functionality

Index Page

• Corrected the filter functionality of the following header on the Index page of the Inspections module:
  • Inspector

Inspection tab

Non-Conformance sub-tab

• Corrected the issue where if a Non-Conformance record is created on the Inspection module the record did not display on the Non-Conformance module index page.
• Corrected the mandatory fields issue – all required fields will now prevent you from saving empty mandatory fields.
• Added the Multi-select functionality to the Category field – Users will now be able to select multiple Categories.

Report Functionality

• Enhanced the Inspections module Reports by adding the Email function – all reports can now be emailed directly from the system.

Legal Appointments

Legal Appointments Administration Functionality

Appointment Types

• Enhanced the Legal Appointments setup page by adding the following option/selection to the Parameters field drop-down:
  • Business Unit

Manage User Groups

Manage User Groups Module Functionality

Details tab

• Corrected the issue where changes made to the module selection of a limited user linked to a user group did not save correctly.
• Corrected the issue where modules assigned to Limited user on a newly created User group did not save correctly.
• Corrected the issue where if the Administrator button is toggled off the Maintenance Module selections still displayed.
• Corrected the issue where users linked to a user group was unable to see all the Business Units assigned to that user group.

Dashboards tab

• Enhanced the Dashboard tab on Manage User Groups module by adding the following option/selection to the Dashboards list:
  • Admin Actions Overview

Meeting Manager

Meeting Manager Module Functionality

Report Functionality

• Corrected the Created date under the Actions column on the Detailed report of the Meeting Manager module – the correct date will now display.

Non-Conformance

Non-Conformance Module Functionality

Export Functionality

• Corrected the issue where the case numbers on the Non-Conformance export did not follow the correct sequence.
• Corrected the issue where the Sign-off tab details did not display on the Non-Conformance export sheet.

Root Causes tab

• Corrected the multiple record delete issue on the root cause field of the Non-Conformance module.

Report Functionality

• Enhanced the Non-Conformance module Reports by adding the Email function – all reports can now be emailed directly from the system.

Operational Risk Management

Operational Risk Management Module Functionality

Assessments tab

Risk Response sub-tab

• Added the inner admin button functionality for the following field in the Risk Response sub-tab on the Assessments tab of the Operational Risk Assessment module:
  • Risk Response

Report Functionality

• Enhanced the Operational Risk Management Module Reports by adding the Email function – all reports can now be emailed directly from the system.

Report Builder

Report Builder Module Functionality

• Enhanced the Report builder by adding the Action Responsibilities data source with the following option:
  • Action
  • Action Status
  • By when date
  • By who user
  • Case number
  • Close date
  • Created by user
  • Date logged
  • Description
  • Action status ID
  • By who user ID
  • Created by user ID
  • Module ID
  • ID
  • Responsibility role
  • Responsibility user

• Enhanced the Report builder by adding the following data sources for the Actions Overview dashboard:
  • Close date

• Enhanced the Report builder by adding the following data sources for the Employee Licenses:
  • Employee Status

• Enhanced the Report builder by adding the following data sources for the Incident Details:
  • Business Unit Full Path
  • Customer
  • Is Customer Informed
  • Types

• Enhanced the Report builder by adding the Incident Persons Involved data source with the following option:
  • Employee Full name
  • Employee ID
  • Incident Case number
  • Incident ID

• Enhanced the Report builder by adding the following data sources for the Medical Logs:
  • Employee Manager
  • Employee Number
  • Employee Status

• Enhanced the Report builder by adding the following data sources for the Training Logs:
  • Employee Manager
  • Employee Number
  • Employee Status

Suggestions

Suggestions Module Functionality

Details tab

• Corrected the issue where changes made to the following fields on the Details tab of the Suggestions module did not save:
  • Suggested by
  • Approver

Supplier Management

Supplier Management Module Functionality

Report Functionality

• Enhanced the Supplier Management module Reports by adding the Email function – all reports can now be emailed directly from the system.

Training

Training Dashboard Functionality

Training Overview Dashboard

• Enhanced the Training Overview Dashboard by adding the following headers and information to the Details column:
  • Employee Status
  • Business Unit
  • Business Unit Manager

Work Orders

Work Orders Module Functionality

Root Causes tab

• Corrected the multiple record delete issue on the root cause field of the Work Orders module.

Version 4.7.3

Released date: 2023-02-18

Adhoc Actions

Adhoc Actions Module Functionality

Details tab

• Corrected the re-direct and view issues on the Source record field of the Adhoc actions module for action records created on the following modules:
  • Community Management
  • Government Management
  • Legal and Other Requirements
  • Manage Monitoring
  • Non-Conformance
  • Permit Management

Audits

Audits Module Functionality

Email Notifications

• Corrected the issue where the employees/users selected in the Audit Team field did not receive the Pin to calendar invites or the email notifications.

References tab

• Corrected the issue where Suggestion records could not be referenced on the Audits module.

Asset Management

Asset Management Administration Functionality

Checklist (New Setup page)

• Added the Asset Checklist setup page – Asset Management Checklists can be added manually to this page.

Answer Sets (New Setup page)

• Added the Asset Answer sets setup page – Asset Management Answer sets can be added manually to this page.

Asset Types

• Enhanced the Asset Type setup page by adding the functionality to link an Asset Checklist to an Asset type.

Asset Management Module Functionality

Checklist tab (New tab)

• Enhanced the Asset Management module by adding the Checklist tab – Like the Audits module and Inspections module a checklist can now be linked to an Asset Management module.

References tab

• Corrected the issue where Suggestion records could not be referenced on the Asset Management module.

Calibrations

Calibrations Module Functionality

Export Functionality

• Corrected the issue where users were unable to download an export on the Index Page of the Calibrations module.

Change Management

Change Management Module Functionality

References tab

• Corrected the issue where Suggestion records could not be referenced on the Change Management module.

Company Maintenance

Company Maintenance Module Functionality

Limited Users

• Corrected the issue where if the module access was changed on a Limited user the changes made affected other limited user profiles as well.

Community Management

Community Management Module Functionality

Alignments tab

• Enhanced the Community Management module by adding the Alignments functionality – The Community Alignments setup page has been added to the Administration section and the Alignments tab has been added to the module.

Contractor Management

Contractor Management Module Functionality

Alignments tab

• Enhanced the Contactor Management module by implementing minor fixes to the Alignments tab.

Customer Management

Customer Management Module Functionality

Details tab

• Corrected the issue where the Business Unit added on the add page did not save to the edit page of the Customer Management module.
• Added the Multi-select functionality to the Business Unit field – Users will now be able to select multiple Business Units.

Alignments tab

• Enhanced the Alignments tab of the Customer Management module by adding a Reminder Information section – Reminders can now be set for expiry dates on alignments.
• Enhanced the Customer Management module by implementing minor fixes to the Alignments tab.

References tab

• Corrected the issue where Suggestion records could not be referenced on the Customer Management module.

Document Manager

Document Manager Module Functionality

Library Tab

• Corrected the issue where if a user used the search bar on the Document Manger module to find a specific folder the search path did not register cause users to accidentally upload documents under the wrong folders.
• Added all relevant information relating to all folders and files when selecting the Information option under the purple ellipse button located on the right of all folders and files uploaded to the Document Manager module.

Export Functionality

• Enhancements have been made to the Export functionality of the Document Manager module.

Emergency Preparedness

Emergency Preparedness Module Functionality

Non-Conformance tab

• Corrected the issue with the scroll functionality on the Non-Conformance tab of the Emergency Preparedness module.

References tab

• Corrected the issue where Suggestion records could not be referenced on the Emergency Preparedness module.

Report Functionality

• Corrected the issue where the following information did not display on the Detailed Report of the Emergency Preparedness module:
  • Responses

Employee Management

Employee Management Dashboard Functionality

Employee PPE Overview Dashboard

• Corrected the issue where if a PPE Item has been deleted from the setup page it did not automatically delete from the Employee PPE Overview dashboard.

Enterprise Risk Management

Enterprise Risk Management Module Functionality

References tab

• Corrected the issue where Suggestion records could not be referenced on the Enterprise Risk Management module.

ENVIRX

Manage Aspects Module Functionality

References tab

• Corrected the issue where Suggestion records could not be referenced on the Manage Aspects module.

Manage Monitoring Module Functionality

References tab

• Corrected the issue where Suggestion records could not be referenced on the Manage Monitoring module.

Government Management

Government Management Module Functionality

Alignments tab

• Enhanced the Government Management module by adding the Alignments functionality – The Government Alignments setup page has been added to the Administration section and the Alignments tab has been added to the module.

HACCP

HACCP Module Functionality

References tab

• Corrected the issue where Suggestion records could not be referenced on the HACCP module.

Incident Management

Incident Management Module Functionality

References tab

• Corrected the issue where Suggestion records could not be referenced on the Incident Management module.

Inspections

Inspections Module Functionality

References tab

• Corrected the issue where Suggestion records could not be referenced on the Inspections module.

Legal Appointments

Legal Appointments Module Functionality

References tab

• Corrected the issue where Suggestion records could not be referenced on the Legal Appointments module.

Manage User Groups

Manage User Groups Module Functionality

Packages tab

• Added the multi-select toggle button functionality to the Packages tab of the Manage User Groups module – View, Add, Edit and Delete access can now be allocated or removed to multiple Package types at once.

Add-Ons tab

• Added the multi-select toggle button functionality to the Packages tab of the Manage User Groups module – View, Add, Edit and Delete access can now be allocated or removed to multiple Add-on types at once.

Meeting Manager

Meeting Manager Module Functionality

Details tab

• Enhanced the Meeting Manager module by adding the re-send invite function to the Calendar section on the Edit page – User will be able to re-send a meeting invite by cancelling the previous meeting, update the meeting information and saving the pin to calendar again.

References tab

• Corrected the issue where Suggestion records could not be referenced on the Meeting Manager module.

Mitigation Risk Assessment

Mitigation Risk Assessment Administration Functionality

Methodology

• Enhanced the Mitigation Risk Assessment Methodology by allowing the Risk Levels to support a negative value/score.
• Enhanced the Mitigation Risk Assessment Methodology by allowing the Exposure score to have a zero value.

Mitigation Risk Assessment Module Functionality

Assessments tab

Risk Rating Sub-tab

• Enhanced the Exposure field by allowing it to act as non-mandatory if you have set up the Methodology to have a Not Applicable description and a zero value – This will automatically change your Risk Assessment to a 2x Matrix.

References tab

• Corrected the issue where Suggestion records could not be referenced on the Mitigation Risk Assessment module.

Detailed Report

• Corrected the issue where the Owner field details did not display on the Mitigation Risk Assessment Detailed Report.
• Corrected the issue where not all selected Categories display on the Mitigation Risk Assessment Detailed Report.
• Corrected the issue where if changes are made to the Category field the changes did not reflect on the Mitigation Risk Assessment Detailed Report.
• Corrected the issue where the Assessment records loaded under the Assessments tab did not display on the Mitigation Risk Assessment Detailed Report.

MSDS

MSDA Module Functionality

References tab

• Corrected the issue where Suggestion records could not be referenced on the MSDS module.

Non-Conformance

Non-Conformance Module Functionality

References tab

• Corrected the issue where Suggestion records could not be referenced on the Non-Conformance module.

Operational Risk Management

Operational Risk Management Module Functionality

Assessments tab

Details sub-tab

• Corrected the issue where Limited users could not add Hazards to the Assessments tab on the Operations Risk Management module.

References tab

• Corrected the issue where Suggestion records could not be referenced on the Operational Risk Management module.

Opportunity for Improvement

Opportunity for Improvement Administration Functionality

OFI Status (New Setup page)

• Added the OFI Status setup page – Opportunity for Improvement Statuses can be added manually to this page.

OFI Impact (New Setup page)

• Added the OFI Impact setup page – Opportunity for Improvement Impacts can be added manually to this page.

OFI Type (New Setup page)

• Added the OFI Type setup page – Opportunity for Improvement Types can be added manually to this page.

OFI Impact (New Setup page)

• Added the OFI Classification setup page – Opportunity for Improvement Classifications can be added manually to this page.

Opportunity for Improvement Module Functionality

New module

• Enhanced the system by adding a new module named Opportunity for Improvement.

Performance Indicators

Performance Indicators Module Functionality

Details tab

• Corrected the issue where the option selected in the Drill down to fields drop-down on the add page did not save to the edit page of the Performance Indicators module.

Indicators tab

• Corrected the issue where Indicator Rage Levels created on the edit page did not save.

Permit Management

Permit Management Dashboard Functionality

Permits Overview Dashboard

• Corrected the issue where none or not all records from the Permit Management module Index page are displayed on the Permits Overview dashboard.

Permits References Dashboard

• Corrected the issue where if an Employee has been referenced on the References tab of the Permit Management module the employee details did not display under the Details column on the Permit References Dashboard.

Permit Management Module Functionality

Details tab

• Corrected the issue where the selection made, or information entered on the following field did not save to the edit page:
  • Business/Person
  • Issued by
  • Issued to
• Corrected the issue where the following fields information entered/selected did not display on the Index page of the module:
  • Issued to
• Fixed the inner admin button functionality for the following fields:
  • Category
• Corrected the issue where if no reminder was set up when creating a new Permit Management record the record did not want to save.
• Corrected the issue where if a Permit type was added to the field through the inner admin button the new Permit type saves to the setup page but did not save to the record.

References tab

• Corrected the issue where Suggestion records could not be referenced on the Permit Management module.

PPE Register

PPE Register Module Functionality

References tab

• Corrected the issue where Suggestion records could not be referenced on the PPE Register module.

Process Manager

Process Manager Module Functionality

Criteria

• Added the following options to the field drop-down when setting up a Criteria for the Incident Management module on the Process Manager:
  • Incident Type
  • Reported To
  • Owner

Report Builder

Report Builder Module Functionality

• Enhanced the Report builder by adding the following data sources for the Actions Overview dashboard:
  • Date Logged

Shareholder Management

Shareholder Management Module Functionality

Alignments tab

• Enhanced the Shareholder Management module by adding the Alignments functionality – The Shareholder Alignments setup page has been added to the Administration section and the Alignments tab has been added to the module.

Strategy

Strategy Module Functionality

References tab

• Corrected the issue where Suggestion records could not be referenced on the Strategy module.

Suggestions

Suggestions Module Functionality

Index Page

• Corrected the filter functionality of the following header on the Index page of the Non-Conformance module:
  • Business Unit
  • Created By
  • Suggested By
  • Priority
  • Status

References tab

• Corrected the issue where Suggestion records could not be referenced on the Suggestions module.

Export Functionality

• Corrected the issue where users were unable to download an export on the Index Page of the Suggestions module.

Supplier Management

Supplier Management Module Functionality

Alignments tab

• Enhanced the Supplier Management module by adding the Alignments functionality – The Supplier Alignments setup page has been added to the Administration section and the Alignments tab has been added to the module.

Training

Training Dashboard Functionality

Training Overview Dashboard

• Corrected the issue where none or not all records from the Training module Index page are displayed on the Training Overview dashboard.

Training Expiry Overview Dashboard

• Corrected the issue where none or not all records from the Training module Index page are displayed on the Training Expiry Overview dashboard.

Training Module Functionality

References tab

• Corrected the issue where Suggestion records could not be referenced on the Training module.

Union Management

Union Management Module Functionality

Alignments tab

• Enhanced the Union Management module by adding the Alignments functionality – The Union Alignments setup page has been added to the Administration section and the Alignments tab has been added to the module.

Work Orders

Work Orders Module Functionality

References tab

• Corrected the issue where Suggestion records could not be referenced on the Work Orders module.

Version 4.7.2

Released date: 2022-12-10

Document Template Control

Document Template Control Module Functionality

Index Page

• Corrected the issue where if you delete a Document Template Control record created from the Document Manager module and you try to create a new Document Template Control record using the same File it just re-opens the previously deleted record.

Email Notifications

Multiple Modules Functionality

Hyperlink

• Corrected the error received by a user when trying to access SHEXQ when clicking on the Hyperlink of an email notification.

ENVIRX

Manage Monitoring Module Functionality

Locations tab

• Corrected the delete functionality for the Aspect type field in the Locations tab of the Manage Monitoring module.

Monitoring Module Functionality

Monitoring tab

Export Functionality

• Corrected the issue where deleted data still displayed on the export sheet pulled on the Monitoring tab of the Monitoring module.

Incident Management

Incident Management Administration Functionality

Injury Severity

• Added the Injury Severity setup page – Injury severities can now be added manually.

Legal Appointments

Legal Appointments Module Functionality

Report Functionality

Sign-off Template

• Corrected the issue where the same ID displayed for both the Appointee and Appointed by on the Sign-off template even though different employees were selected on the record.

Medical Surveillance

Medical Surveillance Module Functionality

Email Notifications

• Corrected the issue where the Expiry Email Notifications for the Medical Surveillance module did send out.

MSDS

MSDS Module Functionality

Product and company identification tab

• Added the Multi-select functionality to the following fields of the MSDS module:
  • Category
  • Business Unit

Operational Risk Management

Operational Risk Management Module Functionality

Assessments tab

Control sub-tab

• Added the inner admin button functionality for the following fields in the Controls sub-tab on the Assessments tab of the Operational Risk Assessment module:
  • Hierarchy of control
  • Control effectiveness

Permit Management

Permit Management Module Functionality

Actions tab (New tab)

• Added a new tab – Actions – Create Adhoc actions in the Permit Management module linking the action to the specific record.

Report Builder

Report Builder Module Functionality

• Enhanced the Report builder by adding the following data sources for the Actions Overview dashboard:
  • Action
  • By when date
  • Case number
  • Created by
  • Description
  • By who
  • Created by
  • Full name
  • ID
  • Module
  • Status
  • Status ID

Support

Support Module Functionality

Index Page

• Enhanced the module by adding the following header to the Open tickets and Closed tickets index pages:
  • Description

Training

Training Module Functionality

Email Notifications

• Corrected the issue where the Expiry Email Notifications for the Training module did send out.