Release Notes

May 2025 Release Notes

Enhancements

Learning Management System (LMS)

• Add French Language Translation Support
  
  • Updated the scope of our French translation to additional fields across the site.
• Create Division Toggle to Turn Off Course Completion Emails
  • Toggle added to Divisions in LMS > Settings to turn off course completion emails
• Update DOC Training Item Document Window With Download Button
  • A download button has been added to PDF DOC Training Items to allow the user to download the PDF document

Management of Change (MOC) and Action Tracking (ACT)

• Conditional Logic Datetime Preference - Save/Retrieve Date from Conditional Logic
  • Updated Smart Forms conditional logic to improve the date picker and display date based on user preferences
• Legacy to Smart Form Conversion Tool
  • Releasing the conversion functionality to convert Legacy Forms to Smart Forms
• Action Item States
  • Action Item State field added to all sites

Mobile Application

• Mobile Login Flow Update
  
  • Updated the login flow for the new mobile app to add the Company field to the main login page
• New Mobile App Release
  • Our new mobile app is leaving Beta and officially releasing to production
• Add Job Assignee Popup to Mobile
  • Users can now tap Jobs that are assigned tasks to view the users within the Job

Bug Fixes

Learning Management System (LMS)

• MOC and ACT Training Item Types Are Incorrectly Included in Course Completion Emails
  
  • Resolved issue that was sending course completion emails for MOC and Event notice sign offs
• Synchronizer Not Running for Discredited Alternates
  • Resolved issue causing training to not update properly when alternates had credit removed

Management of Change (MOC) and Action Tracking (ACT)

• Options Previously Set to Vertical Now Display Horizontally After Smart Form Update
  
  • Resolved issue that updated field display between horizontal and vertical

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April 2025 Release Notes

Enhancements

Learning Management System (LMS)

• Update Take Test Now Embedded Link with Scroll Tracking
  
  • Added scroll tracking to DOC and PRC Training Items to enable the Take Test Now link only when a user has scrolled to the bottom of the document

Management of Change (MOC) and Action Tracking (ACT)

• Radio Button and Checkboxes Options Display
  • Added ability to arrange Radio Buttons and Checkboxes horizontally or vertically in Smart Forms
• Form Builder Label Alignment Width
  • Label field widths when left-aligned will now automatically adjust to align fields and options better
• Form Builder V2 - Change Label Position
  • Label position can now be changed between top, left, and right. The default position is also now left.

Action Tracking (ACT)

• Notification for External Event Submission
  
  • Added a new email notification for externally submitted Events

Mobile

• Updated Mobile Login
  
  • Mobile login page has been updated to include company/domain on the same page as username and password

Bug Fixes

Learning Management System (LMS)

• Survey Question Responses Report is Missing the DOC Training Item Type
  
  • Added DOC as Item Type to the Survey Question Responses Report
• Primary Job Code Field in the Training Assignments Report is Returning Job Title
  • Updated the Primary Job Code label in the Training Assignments Report to reflect the data is retrieves (Primary Job Title)

Management of Change (MOC) and Action Tracking (ACT)

• Form Tree Selections in Legacy Forms Cannot Be Made
  
  • Resolved issue preventing users from selecting Form Tree options in Legacy forms

Action Tracking (ACT)

• Does Not Contain filter for Resolution Notes Field is Excluding Blank Values
  
  • Fixed issue that caused blank values to be excluded when the "Does Not Contain" filter was applied in reports

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March 2025 Release Notes

Enhancements

Learning Management System (LMS)

• Clearer Course Completion
  • New alert popup and email confirmation for users to confirm that they have completed assigned training

Management of Change (MOC) & Action Tracking (ACT)

•  Option (Form) Trees
  • Associate MOC Profile functionality added to Smart Forms for feature parity
• Active User Search
  • Active User search functionality added to Autocomplete field in Smart Forms for feature parity

Management of Change (MOC)

• Associate MOC Profile
  • Associate MOC Profile functionality added to Smart Forms for feature parity

Mobile App

• Create New Mobile App Onboarding Flow Screens
  • New introduction and onboarding pages added to the mobile app for users' first login

Bug Fixes

EHS

• Scheduled Report First Day and Last Day Options Not Sending Report at Correct Date
  • Corrected issue that was scheduling emailed reports on the incorrect date if the First Day or Last Day options were chosen

Learning Management System (LMS)

• Training Incorrectly Showing on Desktop When a Duplicate Manual Record is Uncredited
  
  • Updated due date logic to prevent an issue causing training to show on a user's desktop if they have duplicate manual records and one is uncredited
• Report Displaying Different Due Date Based On Local Time Zone
  • Resolved an issue that caused Due Dates to display incorrectly in reports if the user was in a different local time zone
• LMS Filter Applied to Other Locations
  • Updated pages to prevent filters applied in LMS Settings to user lists from applying to the People Information page
• Users are Allowed to Enter the Same Active and Inactive Dates for Training Items
  • Added logic to prevent users from entering in the date Active and Inactive Dates on Training Items to reduce confusion

Management of Change (MOC)

• Temporary MOC Expiration Email Notification Being Sent to User with Same PKID as Job when Job is Assigned as Originator
  • Corrected issue that was causing the temporary MOC expiration email notification to go out to users that shared the same database ID as the Job assigned as the MOC's Originator

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February 2025 Release Notes

Enhancements

Management of Change (MOC) & Action Tracking (ACT)

•  Copy Form Section:
  • Added ability to copy form fields when editing a form in the new Smart Forms Layout editor

Bug Fixes

Learning Management System (LMS)

• Certificate Creation Error with Past Certificate Date Issued
  
  • Fixed issue that prevented past dates from being entered for the Certificate Date Issued on Certificates

Management of Change (MOC)

• MOC Sub Action Items' History Showing Progress Action When Completed  
  • Updated Action Item History to show Complete Action when multiple attachments are added when completing an Action Item
• Sub Action Item Showing Assigned To Blank
  • Fixed issue that allowed Sub Action Items added from MOC Action Items to be assigned without an Assignee
• The Reorder button allows an Order of zero to be assigned to an Implementation requirement
  • Corrected an issue that allowed the order of MOC requirements to be able to be set to zero.
• Task Going To Close in 2 Days Email Received Months After User Finished Their Collaboration Task
  • Resolved an issue that caused an individual to receive an MOC notification email that was intended for a Job
• Completed MOC Send Second Notice Training Items Are Not Showing Up Under MOC Notice Signoffs Report in Quick Links
  • Corrected issue that was preventing completed MOC Second Notices from showing up in the MOC Notice Signoffs Report for users in Quick Links

Action Item Tracking (ACT)

• Incomplete Action Item Closure Checkbox Unable to be Saved
  • Resolved issue preventing the Incomplete Action Item Closure checkbox from being checked on Action Item Forms
• Event Form Summary Print Issue
  • Fixed issue where additional page was added to the print when printing the Event Summary if the Event Form started with a Rich Text Editor

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January 2025 Release Notes

Enhancements

Management of Change (MOC)

• Smart Forms Action Item Trigger Functionality (MOC)
  • Smart Forms will now support field-prompted Action Items in the MOC module.

Management of Change (MOC) & Action Item Tracking (ACT)

• Rich Text Editor for Form Field Labels
  • Added Rich Text Editor functionality to Smart Form field labels
• Media Section Type
  • Smart Forms now has a new field added that will allow users that are completing Forms to add attachments directly to the Form
• Smart Forms - When Editing a Section it will Collapse Other Sections
  • While editing a section in Smart Forms, other sections will not automatically be collapsed

Bug Fixes

All Modules

• Report Not Sorting Consistently After Initial Sorting is Done
  • Added additional logic to reports to consistently sort results after initial sorting has been done

Learning Management System (LMS)

• Teams URL not visible in Class Attachments
  • Classes will show links' text when adding a URL as an attachment to a Class
• Maximum Enrollment Reached Alert is Displaying Whenever a Learner is Enrolled into a Class by an Admin Even Though Maximum Enrollment is Blank
  • Corrected an issue where the Maximum Enrollment alert would display when adding Learners to Classes that do not have a Maximum Enrollment entered
• Prerequisites Cause Duplicate Training Item Entries in the Skillset Components Report
  • Fixed issue that was causing duplicate Training Items to appear in the Skillset Components Report

Action Item Tracking (ACT)

• Additional Event forms are Not Printing Full Contents of Text Fields
  • Fixed issue where full text entered in Text Areas of additional Event Forms was not being included when printing

Management of Change (MOC) & Action Item Tracking (ACT)

• Form Builder Stalling and Save Delay
  • Updated Smart Forms to enhance performance and improve known issues of lagging when editing or saving

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December 2025 Release Notes

Enhancements

Learning Management System (LMS)

• Create Error Message To Display To Users When LMS Synchronizer Fails to Complete
  • A new error alert message has been created to inform users if the LMS synchronizer, used to keep due dates correct, has not successfully completed running when updating a user's curriculum
• Do Not Require New Password When Confirming New Email
  • Updated the Confirmation Email logic to not require existing users to reset their password when confirming their email
• Add Option to Attach Surveys to DOC Type Training Items  
  • Added the ability to assign Surveys to DOC Item Type Training Items

Action Item Tracking (ACT)

• Smart Forms Action Item Trigger Functionality (ACT)    
  • Smart Forms will now support field-prompted Action Items in the ACT module

Bug Fixes

Management of Change (MOC)

• User Receiving Blank Emergency MOC Reminder Emails    
  • Fixed an issue causing MOC Reminder Emails to be sent out with the tables missing

Action Item Tracking (ACT)

• Event Notification Emails Sending Out Multiple Times
  • Hotfixed an issue causing Event notification emails being sent to the Team Leader multiple times
• Action Items Within an Event Cannot Be Completed if it's Title Exceed 500 Characters
  • Corrected a UI issue causing Action Items assigned to an Event not showing in the table to Take Action and complete them
• Stored Procedure to Update Action Item Status to Inbox Based on Date Assigned is Not Ignoring Time Stored on Date Assigned    
  • Fixed issue where Action Items recording a time in Date Assigned were not assigning on the correct Date because the job was running before the time in Date Assigned

Contractor Safety Management (CSM)

• SSO CSM Contractors Cannot Take Assigned Training    
  • Hotfixed an issue that prevented contractors from completing assigned training in CSM

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November 2024 Release Notes

Enhancements

Learning Management System (LMS)

• Update LMS to Accept SCORM 2004.
  
  • The LMS module can now play SCORM 2004 courses.
• Take Test Now Frame and Button Formatting Changes.
  • Updated the formatting of the popup window for DOC Type Training Items to increase window height and reduce padding.
• Add Time To Start Date In Class Attendance Sheet.
  • Added the Class Start Time display after Start Date on the Class Attendance Sheet.

Management of Change (MOC)

• Mobile BETA 4 MOC Release.
  • MOC module has now been added to the Beta version of the new mobile app.

Management of Change (MOC) & Action Item Tracking (ACT)

• Smart Forms Conditional Logic Functionality.
  • Added new Conditional Logic functionality to fields in Smart Forms. To learn more about Smart Forms and Conditional Logic, view our Smart Forms Article. 
• Add MOC Action Item Creation to MOC Audit Log.
  • MOC Action Item creation is now tracked in the MOC Audit Log.

Bug Fixes

Management of Change (MOC)

• MOC Approval Tasks Not Automatically Closing After "Enforce Days to Approve" Due Date was Reached.
  • Resolved an issue that was preventing Approval tasks from automatically being closed when Enforce Days to Approve was checked.

Action Item Tracking (ACT)

• Mobile Action Item Form Sub Action Item Trigger Does Not Default to Job Pre-Selection (MAUI).
  • Fixed bug where Form-prompted Sub Action Items would not assign to Jobs in new mobile app.
• New Event Email Notification Link Directing to Error Page for Events with an Estimated Cost Entered.
  • Resolved an issue that broke links to Event summaries from New Event Email Notifications when the Event had a value in Estimated Cost.

Management of Change (MOC) & Action Item Tracking (ACT)

• Updating Order On Inbox MOC Approver Causes Other Approver To Get Stuck In Next Status.
  • Solved an issue that was causing Approval tasks to not move to Inbox Status.

Contractor Safety Management (CSM)

• Solved an issue that was causing Approval tasks to not move to Inbox Status.
  • Fixed a navigation issue from client sites to CSM site.

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October 2024 Release Notes

Enhancements

Learning Management System (LMS)

• Add Supervisor Functionality for Restrict Test Access OTP Feature
  • The Restrict Test Access feature now has a One-Time Password to allow access to the Test once updated to accept verification from the user's Supervisor.
• Optional Training Will Show on Users' Desktop Again
  • Based on feedback from multiple clients, we have chosen to revert a recent change to now continue to show Optional training on users' desktops, regardless of a record or a due date.
• Performance Issues Saving in the Curriculum Tab in People Information
  • Updates have been made on the back end to try to improve performance and loading times when making updates to a user's Curriculum.

Management of Change (MOC)

• Enable Job Pick List on Completed MOCs
  • Users can now click the Job pick list icon for task/role assignments in completed MOCs to see the users in the assigned Job.
• Copy Assign In Stage/Due In Stage Selections For Action Items When Copying Forms
  • Form-prompted Action Items will now retain their Assign In Stage and Due In Stage options selected when a Form is copied

Contractor Safety Management (CSM)

• Contractor Company Creation and Association
  • Contractors and visitors that show up on-site can now be added to CSM in a temporary holding state in case they have not had a Company created for them yet.

All Modules

• Revamp What’s New Quick Link
  • Added a new banner to the Frontline desktop and popup to the login page to highlight when the What's New has been updated with new releases and future projects.

Bug Fixes

Learning Management System (LMS)

• User Could Not Update Training Item Title
  • Investigated an issue where updating a Training Item's Title was causing a timeout and completed ticket to archive old data to resolve it.
• Enforced Skillset Not Assigning Correct Year
  • Investigated and implemented new back-end processes to prevent an issue where completed training records being written for recurring and enforced training were assigning a Due Date 1 year later than the expected Due Date.
  • Incorrect Due Dates caused by this issue were also updated.
• Start Time is Not Displayed in the Dates Tab for Classes
  • The Start Date on the Dates tab for Classes has been updated to now display the date and time.
• LMS Training Email Reminders Not Sending
  • Corrected an issue where Training Email Reminders created with every weekday checked would skip one or more days to the next Monday's date.
• User Receiving Error When Trying To Add New Training Item
  • Fixed data issue when trying to create the first Training Item in a new Division with no existing data.

Management of Change (MOC)

• Forms Viewed in the MOC Summary Display Incorrect Object Alignment
  • Resolved an issue where form display layout was becoming misaligned when all forms were displayed on an MOC Summary.
• User Receiving Multiple MOC Pre-Approval Emails
  • Resolved an issue where some users who submitted an MOC for Pre-Approval were receiving duplicate MOC Pre-Approver emails.

Contractor Safety Management (CSM)

• CSM Invite Company Emails Showing User's Default Company Instead of Selected Company, When They are in Multiple Companies
  • CSM Administrators in multiple Companies can now select which Company they want to invite a CSM Company Invite for, instead of only using their Default Company.

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September 2024 Release Notes

Enhancements

Learning Management System (LMS)

• The expiration time for new user or updated email account confirmation links has been extended from 24 hours to 48 hours.
  • This change provides users with more flexibility to confirm their accounts, reducing the likelihood of expired links and minimizing the need for resending confirmation emails. 
• When "Allow Test Out" is unchecked, users are now required to open the external content or document before they can access the Test.
  
  • This ensures that users engage with all required training materials before attempting the test, promoting better understanding and retention of information.
  • The update also now supports DOC Training Items with SharePoint URLs.
• For clients utilizing Single Sign-On (SSO), administrators can now authorize users to access Tests when "Restrict Test Access" is enabled by sending a one-time password (OTP).

Action Item Tracking (ACT)

• An optional "Work Order" field has been added to Event Details. This is an open-text field where users can input specific work order numbers or details directly into events.
• A new "View Source" button has been added to the Details tab of In Process Action Items. This feature allows ACT Administrators to quickly access the source details of Action Items created from MOCs, Events, or other Action Items.
  • When selected, the MOC or Event Summary will be displayed or the Action Item History for Sub-Action Items.

Bug Fixes

Learning Management System (LMS)

• LMS now prevents users from entering '0' as the retest period in Learning Management System (LMS) training items.
  • When users attempt to set the retest period to zero, the system now displays an error message: "Retest Period must be a positive number."

Management of Change (MOC)

• Forms used in an Implementation Requirement were missing radio buttons when previewed within an MOC.
• The MOC stage field under attachments was not displaying correctly.
• Disapproving an MOC in the pre-approval stage incorrectly indicated in the audit log that the MOC was voided.

Action Item Tracking (ACT)

• Addressed a server error that occurred when adding an "Additional Form" from the View Event Summary page.
• Entering a space in the Work Order field of a completed Event resulted in a server error.
• The Work Order number was not displayed when an Event was resubmitted after being voided.
• Text containing special characters in the Work Order field was not displayed correctly on the View Summary page.

Management of Change (MOC) & Action Item Tracking (ACT)

• Filters for the "Stage" report field—other than "Equal To" and "Not Equal To"—were not functioning in MOC and ACT Form Fields Reports. Filters like "Contains," "In List," and "Not In List" were returning blank results.
• When changing the due date of an MOC Action Item did not update the date comments with the most recent changes.

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August 2024 Release Notes

Enhancements

Learning Management System (LMS)

• The "Take Test Now" link is automatically added to DOC/PRC type training items in the LMS.
• The "HR Job Title" field has been added as a reportable option for the LMS "Training Assignments" report.

Management of Change (MOC)

• The "Associated MOC" field is now available as a reportable option in all MOC Custom Reports.

Action Item Tracking (ACT)

• The "Ref Code" field is now a selectable option in the ACT Action Item Form Fields Report. 

Contractor Safety Management (CSM)

• Document Requirements responsible by the Contractor Company no longer require an upload by each contractor individually. Rather, a Contractor Admin can now upload a company's policy document for the whole company.

Mobile App

• Users can now upload non-image attachments, including PDF and DOC file types, within the Mobile App. 

Bug Fixes

Learning Management System (LMS)

• Resolved an issue where the time was no longer displaying in the "Date Completed" column within the Records tab of the LMS module. The full date and time are now correctly shown.
• Corrected a 404 error on the "Take Test Now" page when a style was applied to a lesson. This issue occurred only on the final page, while the styling was intact on all other slides. 
• Corrected an issue where users were unable to upload .docx files to DOC Training Items in the LMS. The platform now accepts .docx file types again, aligning with previous capabilities.

Management of Change (MOC)

• Inactivated users were still receiving system-generated emails for "MOC Approved for Startup." Inactive users will no longer receive these notifications.
• Users were unable to select or edit a "Ref Code" when prompted to create a Management of Change (MOC) from an Implementation task. 
• Action Items created in the MOC module were incorrectly moving to the "Inbox" status, regardless of the "Assign In Stage" option selected during creation.
• Action Items were being displayed to users even before the MOC moved to the "Startup" stage. Now, Action Items will only display at the correct stage as intended.
• Resolved an issue where the "MOC Stage" field under attachments was displaying as blank in the MOC module.

Action Item Tracking (ACT)

• No error message was displayed when trying to import PHA Action Items with an "Assigned To" field that didn't match any user's full name. The system now shows an error message, preventing the import and improving user guidance.
• Fixed a bug that prevented instant email notifications for Action Items, not Events, from being sent.

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