Release Notes

Issue and Action Management

Resolved

We identified an issue where users were unable to access or view Corrective Action Plans (CAPs) when using Google Chrome. Although previous updates addressed related CAP creation issues, this display problem persisted. The issue has now been resolved, and CAPs now display correctly in Chrome. [1378104 | 01983072, 02008739]

Issue and Action Management

Resolved

There was an issue where CLI Hotline calls were not sending responses to the caller, and the blue banner on the hotline item remained visible. This has been fixed. Responses are now sent within 15 minutes, and the banner clears as expected. [1380520 | 03014292, 0201447, 02015204, 02014583, 02015536, 02016818, 02017343, 02018410, 02018661]

Audit Management

Resolved

We resolved an issue where customers received a confirmation email indicating successful ESMD transmissions, followed by error notifications the next day for each claim. Transmissions are now processing correctly, and confirmation emails accurately reflect the transmission status. [1370887 | 01960400]

Issue and Action Management

Resolved

There was an issue where field names on Issue and Action templates were being cut off after 33 characters. This issue occurred on new and existing templates. The issue has been fixed, and template fields are displaying correctly. [1376657 | 02013834, 02013852, 02014074, 02014124]

Standard search was failing to return any items created before August 9, 2025. This issue has been fixed, and search is working as designed. [1376627 | 02013737, 02013832, 02013759, 02014564, 02014566, 02014483]

Issue and Action Management

New

A new Provider Type has been created.

A new Provider Type default list has been created for Manage Lists. The Provider type field is available under Default Lists. Administrators must add the Provider profile to a user's record in Manage People for the Provider Type to show on the Provider Profile. [1126850]

• The new Provider Type includes two default values:

  • Allied Health

  • Medical

• The default values can't be deleted.

• Users with modify list permissions can add new values and modify existing options.

• Users with modify list permissions can activate and deactivate list values.

A new default person profile titled Provider has been created.

Users with modify permissions can view the new default Provider Profile within Manage Profiles. Provider has been added to the list of default fields for Provider Profiles. [1126895]

• Default fields can't be deleted or modified.

• The Provider Profile name can't be modified.

• The Provider Profile can't be deleted.

• The Provider Profile is shown under manage people and admins can choose the Provider profile and complete the data.

Resolved

The Coming Due Copy to Sub-Item property was not saving successfully on item templates. Once added to a template, due dates should display on the dashboard for all templates where the property was applied. This issue has been fixed. The Coming Due - Copy to Sub-Item property can be saved on templates, and the due date displays correctly on the dashboard. [1265742 | 01869799]

Survey Management

Updated

Currently, when a user changes their answer to a parent question that uses skip logic, the follow-up questions linked to the previous answer are hidden but still retained in the database. This results in incorrect calculation of the Question Skipped flag, as it continues to treat the previously answered follow-up questions as active responses. To address this, symplr implemented a procedure that deletes the saved responses of all follow-up questions triggered by the previous answer choice. [1345754]

• Skip logic flow ensures questions display correctly after changing answers.

• Updated responses reflect accurately.

• Reports in Cognos show the correct information after skip logic answers are changed.

Resolved

There was an issue where a survey would not show as completed even though the respondent had filled out the required questions and sub-surveys. The issue has been fixed, and the survey is working correctly. [1345234 | 01986323]

Survey Management

Resolved

Previously, when downloading respondent survey questions as a PDF before submission, the survey due date was missing. This issue has been fixed, and now when survey questions are downloaded as a PDF, the due date is clearly displayed. This helps ensure respondents have the important deadline information needed while working on the survey. [1270423 | 01979213]

Issue and Action Management

New

Item ID is now visible on the Attached Files and Links tab

We've made it easier for IAM users to manage and identify files by displaying the Item ID directly on the Attached Files and Links tab. This update helps users quickly confirm file associations and streamline the file naming process across different item types. [1183983]

• View Item ID on the Attached Files & Links tab.

• Item ID displays consistently across IAM, IM, Risk Event, and Hotline items.

Custom Subject Type now available for CLI Hotline Items

The CLI API was enhanced to provide more flexibility in capturing subject information. Custom Subject Type data is now mapped directly through the API. This update allows for more detailed and precise information tracking in Hotline submissions. [943273]

• Subject Type is mapped to the Subject field within the CLI data fields.

• The Subject Type information is displayed under the Subject field.

• Employee number and notes also map to the Subject field.

Survey Management

Updated

Survey Start over button is now Clear and Restart Survey

The survey restart process has been improved to prevent accidental clicks and provide a clearer user experience. [1184333]

• Replace "Start Over" button with "Clear and restart survey" link.

• The link displays below the last edited date.

• Users must confirm action before survey responses are cleared.

• Users can cancel or proceed with survey restart.

Surveys in Completed status removed automatically from Unified Dashboard

We're cleaning up your Unified Dashboard inbox by automatically removing surveys that are in review or completed. This update helps users focus on active surveys and provides a more organized view of the dashboard. Surveys marked as in review or complete will no longer appear as open items, making it easier to track current work. [1115182]

• Surveys in "In review" status are not displayed as open or not closed in a respondent's inbox.

• Users can view in-review and completed surveys when filtering for closed items.

Link users to correct survey version from emails

symplr has improved how survey links work in email invitations. Now, when users click a survey link, they are taken directly to the specific version of the survey they are requested to complete. This update ensures users start exactly where they're meant to, providing a more precise and personalized survey experience. [1234653]

• Receive deployment email links for specific survey versions.

• Email links navigate directly to the intended survey version.

Resolved

There was an issue where self register respondents were not populating on the Manage People tab. To correct this issue, a new user type "Self Register" was added under the Select User Type filter on the Manage People tab. Self-register users are now visible on the Manage People tab. With the addition of the new Self Register user type, the issue has been fixed. [1245880 | 01948893]

Assigning sub-locations to a survey was not possible if the main location had already been assigned. This issue has been resolved. You can now search for and assign sub-locations independently of the main location's assignment status. [1256330 | 01919241]

 

New

We have implemented foundational changes to support upcoming features. While there are no visible changes in this release, these updates pave the way for exciting new functionality in the future for a Midas Risk Management to symplr Compliance integration.

Resolved

When using the Advanced Filter for the User Defined Fields section, fields that should display are either showing below a panel or not at all. This issue has been fixed. All fields display as expected. [1080895 | 01840217 | 01869627 | 01874992 | 01889259 ]

 

Issue and Action Management

New

RCA Tab added to items with linked RCAs.

Items with linked RCAs can be viewed using the new RCA tab. The new tab offers quick access to Root Cause Analysis information directly from IAM. [1012234]

• A new RCA tab is available on IAM items.

• Users click the RCA tab to view RCAs linked to an item.

• If an item does not have linked RCAs, a message states that no RCAs are linked to the item.

• Users can view RCA details including classifications, causes, and sub causes.

Survey Management

New

Respondents can be required to approve responses from a previous survey.

A new setting has been added to the Details tab so survey creators can require respondents to verify each survey question when responses have been carried over from a previous survey version. [1084817]

• A Verify responses setting has been added to the Details tab.

• Verify responses is disabled by default.

• When Verify responses is enabled, respondents must view each question and response before the survey can be submitted.

Updated

Audit history added to updated survey notification emails.

Survey owners have improved visibility into updated surveys from the notification email. [1075436]

The following information is now included in the updated survey email notification:

• Respondent name.

• List of updated question responses.

• Link to respondent's submission on the survey Submissions tab.

• Date and time the question response was changed.

Resolved

When attempting a location search from the Submissions tab, the search would not initiate until the user clicked somewhere else on the screen. This issue has been fixed and the location search from the Submissions tab is working correctly. [1134279 | 01888762]

Surveys created with conditional branching were not displaying the conditional fields in the survey take view. This issue has been fixed and the questions with conditional follow up questions are displaying correctly. [1185019 | 01929738]

 

Issue and Action Management

Resolved

A set of errors was returned during a test API call to the symplr server. Several records received a 500 Server Error during the test. This issue has been fixed and is working correctly. [1167254 | 1146652]

Issue and Action Management

Resolved

Imported calls from CLI are not using the coordinator in the file. The system is using the Default field user/owner values and Ethico User for all sites. This issue has been resolved and is working as designed. The imported calls from CLI include the coordinator in the file when Do not append previous owners/assignees is selected. [1175252 | 01920306, 01921179, 01922682, 01922690, 01921920, 01925823]

Root Cause Analysis

New

For customers with Issue and Action Management, symplr is proud to introduce our new Root Cause Analysis tool. Discover the smarter way to uncover the 'why' behind the 'what.' Our Root Cause Analysis tool provides users with a structured process to identify the underlying causes of a problem with the goal of identifying solutions to prevent it from happening again. This tool -simplifies the process for healthcare facilities, guiding teams through identifying issues, analyzing causes, and finding actionable solutions. It’s intuitive, efficient, and designed to keep your focus on improving care—not paperwork. Reach out to your Customer Relationship Executive or compliancesupport@symplr.com / (866) 605-5601, ext. 4 to learn more.

Platform

Updated

People records can be merged when names or emails change.

Administrators with Manage People- Modify permissions can now merge two survey respondent records by updating the name or email address for non-system users. [1075420]

• Non-system users, for customers with Survey Management, show in the manage people grid.

• Delegees from RAM, for customers with Risk Assessment Management, show in the manage people grid.

• A new User type drop down was added to manage people grid. Users can have multiple user types. The user type options include:

  • User - default user type

  • Delegee - only available for users with Risk Assessment Management

  • Respondent - only available for users with Survey Management

Administrators with Manage People-Modify permissions can update people records for RAM and survey users.

Administrators with Manage People -Modify permissions can update people records from non-authenticated to authenticated. [1087876]

Audit Management

Resolved

The advanced search in Audit Management was not showing the same results as the filter option on the audit dashboard. These two functions should provide the same result. This issue has been fixed, and users can access the same results using both the search and filter options. [1119677 | 01746847]

Issue and Action Management

New

Ownership can be transferred on all items including CLI

Users can transfer item ownership and the organizational unit for all IAM items including CLI items. Users will have the option to make the selected change to all items or to items that are not closed.[632938]

Three transfer options are available:

• Transfer Options Change Owner - changes the owner on all IAM items from all templates including CLI Hotline items.

• Transfer Options Change Assignee - changes the assignee on all IAM items from all templates including CLI Hotline items.

• Transfer Options Change Organization Unit - changes the organization unit on all items.

Only current assignees and owners show on a hotline item

New option to show only current assignees and owners are visible on hotline items. This improvement keeps your case management clean and focused on active team members. [1055918]

• New Do not append previous owners/assignees setting available on hotline templates to maintain only current assignments when cases are reopened or receive follow-ups

• Reopened cases will display only active assignees and owners when Do not append previous owners/assignees is selected. Previously assigned team members who are no longer involved are removed.

• Follow-up calls maintain current case ownership and assignments.

• All changes apply to new hotline items only. The history of existing cases is preserved for consistency.

Resolved

There was an issue where a customer was receiving an unauthorized response error on a Hotline item. The issue has been fixed, and Hotline items are working correctly. [1125852 |01755286]

Survey Management

Updated

Survey Management people records can be updated.

Non-authenticated survey respondents can be updated to authenticated by Administrators with Manage People Modify permissions. Respondents who are updated to authenticated have the following options. [1087876]

• Access a survey

• Respond to a survey

• Submit their survey

• Modify their submitted survey (if enabled)

• Receive notifications and reminders

• Can be added to permissions

Non-authenticated users can still be a survey respondent.

Resolved

There was an issue where updates to deployed surveys did not show on respondent dashboards. This issue has been fixed, and updates now show in a respondent's inbox. [1097275 | 01797471]

Users were finding a significant lag when attempting to submit sample surveys. This issue has been fixed and users are able to submit surveys without significant delays. [1134493]

When attempting a search using the Search a location field on the Submissions tab, the search would not initiate without a user clicking somewhere else on the screen. This issue has been fixed and the location search on the Submissions tab is working correctly. [1134279 | 01888762]

Users discovered discrepancies in the survey audit history. The name of an individual who deleted attachments from a survey displayed incorrectly. This issue has been fixed. The Survey Management audit history is working as expected. [1100374 | 1850877 | 01850877]

Audit Management

Resolved

A user was receiving an error when attempting to submit medicare records using an esMD transmission. When an Attachment Control Number (ACN) is included but a new review contractor is added, the ACN value was retained. This issue has been fixed. The ACN field is now cleared when a new review contractor is added. [113662]

Version 6.12 (12/14/2024)

Audit Management

Resolved

A user was unable to successfully select a specific search option after filtering for an open audit request status and a location. When selecting a third filter option, the system would highlight the requested option but select a different option. This issue has been fixed and search and filter is working correctly. [1096227 | 01798007]

Issue and Action Management

Resolved

Users received an error when saving tasks after completing all required fields on a sub item. This issue has been fixed and users are able to successfully save sub items in Issue and Action Management. [1109822 | 01865251 | 01865418 | 01865388 | 01865550 | 01863630 | 01867417 | 01868099]

Users were unable to create a corrective action due to a hidden, required field on the template. In addition, there was an issue with some browsers closing the item immediately after a confirmation message was received. These issues have been fixed, and users can successfully create a corrective action. [1110437 | 01857368]

Survey Management

New

Respondent updates by import.

Survey Management users can update Respondent information by a file import. [1069262]

The following respondent updates can be made by file import:

• Add locations and tags

• Remove locations and tags

• Update locations and tags

Check for duplicate locations when importing respondents by file.

Survey creators needed a way to check for and reconcile duplicate locations when importing respondents. [1068054]

• When importing respondents with locations, an error shows for records found with duplicate locations.

• An exception is created including the full org unit path for all duplicate locations in an error file.

• Users can correct the org path for each respondent and re-import the file.

Updated

Survey questions are required by default.

Survey owners and creators wanted survey questions to be required by default. The Respondent must answer this question checkbox is now selected when a new question is created. [1089557]

• Survey owners and creators can view and adjust which questions are required from the Questions tab.

• Survey owners and creators can use the Make all questions required toggle at the top of the grid on the Questions tab to apply the same requirement to all questions in the survey.

  • True - makes all questions required

  • False- makes no questions required

• Survey owners and creators use the toggle beside each question in the grid to set the requirement by question.

• The same toggles are available for follow-up and sub-survey questions from the Question tab.

• The Make all questions required global toggle does not apply to questions with skip logic. Users must edit the question and select Reset action to edit required questions with skip logic.

Resolved

Survey Management reminder templates that include a merge field for due date are showing a date that is one day off. This issue has been fixed and the due date merge field is working correctly. [1109784 | 017807232 | 01854959 | 01807232]

Version 6.11.1 (11/19/2024)

Audit Management

Resolved

Claim numbers can include letters and numbers.

A customer with esMD enabled was unable to save or create a new claim if the claim number contained letters. Users were unable to save, update, or close any audits. They were also unable to submit esMD documentation. This issue has been resolved and customers are able to create and process audits with letters in the claim number. [1110900 | 01870369]

Version 6.11 (11/09/2024)

Audit Management

New

Save an Audit Management search.

Users can now save any search run in Audit Management. [944283]

• Save Search is a new option on the search results page.

• Users who click Save Search enter a Saved Search Name in the pop up.

• Saved searches are added to the grid on the saved searches page. The saved searches page can be found in the logged in user's menu.

• Click on any saved search to run the search again. The results will show on the AM results page.

Updated

Updates to esMD process.

The esMD process is using the Vyne Refyne transmission service. The following key elements can now be included in the service. [1021689]

• Accepted Control/Account # formats:

  • a-z

  • 0-9

  • Minimum length is 2 characters

  • Maximum length is 50 characters

• Future dates are not allowed in the service end date field

• Future dates are not allowed in the To date field under the Visit information tab

• The HICN/MBI field is mandatory when the auditing body has esMD enabled

Resolved

Users discovered that when clicking Next Claim, a random claim would display. This has been fixed. When clicking Next Claim, the next claim in the grid is the claim that displays. [976367 | 1753660]

Issue and Action Management

Resolved

There was an issue where existing items were affected by changes to the item template made after the item was created. This issue has been fixed. Items are unaffected when a template is updated. [1081094 | 01793342, 01837201]

There was an issue where a customer was unable to print the Activity Detail Report when in template activity. This issue has been fixed and the report is running successfully. [995897 | 01732191]

Safety

New

Quality Review case ID returned to Safety

Safety users can now track Quality Review cases that were created in Safety. When a Safety case is pushed to Quality Review and the case is created, a Quality Review case ID is returned as part of the response. [106134]

• The Quality Review case ID is shown on the Safety issue.

• Once a Safety case is sent to Quality Review, the Safety user cannot unlink the patients. The unlinking button is disabled.

• A patient MRN is required when creating a Quality Review case from Safety.

Updated

Near Miss form and item template added.

A new Near Miss form and item template has been added. The standard IBM Cognos report will be available in a future release.

Resolved

Safety users were seeing values in the State/Status field on the dashboard that were not related to Safety items. This issue has been fixed. Safety users only see relevant options in the Stage/Status field. [1089571 | 01845969]

Survey Management

Updated

Tags and locations included on PDF downloads of completed surveys.

When a completed survey is downloaded, tags and locations show for both respondent based and location based surveys. [1089560]

Resolved

An issue was discovered where the Deployment Date field was blank in custom Cognos reports. This issue has been fixed and the Deployment Date field is populating in custom reports. [1079900 | 01835817]

When sending email reminders for a survey, several reminders were sent with attachments that were visible to all respondents rather than respondents matched to specific locations. This has been fixed. Reminder emails with attachments will only be sent when the respondent location and attachment location match. [1081906 | 01847908]

There was an issue with updated respondent submissions. The submission and revision dates showed as the same date in a PDF printout. This issue has been fixed. The submission date reflects the original submission date and the revision dates shows the date changes were made. [1070731 | 01837727]

A PDF export of submitted survey responses was incorrectly showing a second iteration of a sub-survey. This issue has been fixed. The PDF export only shows a selected sub-survey if the survey has been filled out. [1068659 | 1837510, 1834212, 01837510]

A Survey Management only site was unable to add read, create, modify, and delete permissions for email and reminder templates. This issue has been fixed. All email and reminder template permissions are available. [1098744 | 01811871]

Version 6.10 (09/14/2024)

Audit Management

Updated

Batch update now includes more options.

Audit Management users can select one or more claims and can update one or multiple fields to all selected claims at one time. [945647]

Claims tasks added to reporting.

Audit Management users can now report on tasks related to claims. [954427]

Issue and Action Management

New

Delivery methods added to reminders.

Users now have the ability to automate email notifications based on a due date. [618468]

• A Delivery Method field has been added to the reminders pop-out with the following options:

  • One Time, Immediate

  • One Time, Scheduled

  • Repeating

  • Due Date

• The Start Date field and details reflect the selected delivery method.

• Changes to the reminder are shown in the history of the item.

Resolved

An issue with CLI item history was discovered. The audit trail was incorrectly attributing actions to the wrong user. This has been fixed, and the audit trail is now accurate. [1054091 | 01813036]

There was an issue where a customer was not able to run the Activity Detail report within template activity. This has been fixed, and the report is now running successfully. [995897 | 01732191]

Survey Management

Updated

Non-authenticated users can test surveys.

Survey respondents who do not have log in access to the Survey Management application are now able to test surveys. The test option must be enabled for the user.

• When the test option is enabled for a non-authenticated user, the respondent can submit a test survey.

• The test survey responses for non-authenticated users show on the Submissions tab.

Resolved

An issue was discovered where tags were out of order for uploaded respondent files. This issue has been fixed and uploaded respondent files now display tags in a consistent order. [1046830 | 01812887]

An issue was discovered where sub-survey iterations were not displaying consistently for reporting purposes. This issue has been fixed and sub-survey reporting is working correctly. [1051859 | 01808553]

There was an issue where the response to a question was entered as a time, but when reporting on the response, the answer was changed to a date format. This has been fixed. [1050057 | 01789725]

There was an issue with the character limits applied to the multi-factor question type. This issue has been fixed. The question title field has been increased to 200 characters. When creating multi-factor questions, the factor name length is now 500 characters. [1057087 | 01819256]

There was an issue where the Question Type Number formats would not accept zero as an answer. This issue has been fixed. The Whole Number, Decimal, Percent, and Currency formats can now be answered with zero. [1007095 | 01772192]

There was an issue where survey deployment emails did not consistently include the survey link. This issue has been fixed, and the survey links display in the deployment email. [1063463 |1833885]

There was an issue with survey email formatting not displaying correctly to respondents. This issue has been fixed, and the formatting is displaying to respondents correctly. [1063329]

Version 6.9 (08/21/2024)

Platform

New

Unified dashboard advance filter can be exported.

Users now have the ability to export the advance filter tab on the unified dashboard to a CSV file. [933741 | 00407956]

• An export option is now shown on the Advance Filter tab.

• When a user exports, the advance filter grid downloads to a CSV file.

Issue and Action Management

Updated

Hard returns retained in comments and steps.

When users add a comment or description in steps and enter hard return, the return is retained in the step description for the item. [946303]

• When a user is adding or editing Comments on an item, the enter key can be used to start a new paragraph.

• When a user is adding or editing Steps on an item, the enter key can be used to start a new paragraph.

• The hard returns show in the pop-up when a user hovers over the Comment and/or Steps grid.

• The spaces created by the enter key, are retained when printing the item.

Incident Management

Resolved

An issue where submitted forms are displaying on the portal as unsubmitted was reported. An attempt to resubmit the forms resulted in an error stating that the forms had already been submitted. This issue has been fixed. [972871 | 1696918]

Risk Assessment Management

New

RAM Assessments dashboard can now be filtered.

User now have the ability to filter all columns within the Assessments dashboard.[944265 | 00392799 ]

• All columns on the Assessments dashboard can be filtered.

• The following fields filter as users type into the filter field:

  • ID

  • Assessment

  • Creator

• The Status filter is a multi-select dropdown list with defined values.

• The Due Date filter is a dropdown list with defined options

• Past Due options are only shown for due dates that are either past due, due in less than 1 week, or due in 1 week.

Survey Management

Resolved

An error was received when deploying a survey to more than 7,000 respondents. When deployed, reminder emails failed to trigger for all assigned respondents. The issue has been fixed, users no longer receive the error, and all respondents are receiving reminder emails. [1035341 | 1805447]

The same reminder email was displaying inconsistently to respondents. This issue has been fixed. Reminder emails are showing consistent formatting to respondents. [1039225 | 01810326]

Version 6.8 (07/10/2024)

Audit Management

Updated

Electronic submissions for medical documents (esMD) has new requirements.

For users who submit medical documentation for audits using electronic submissions for medical documentation (esMD), there are new attachment requirements. [945742]

• Attachments added through the esMD tab, must be in a PDF format.

• File size for each attachment must be less than 100 MB.

Incident Management

Resolved

An error was received when an Incident Report form was incorrectly routing and showing multiple Default Form Submission errors on the dashboard. The issue has been resolved. [1010191 | 01774583]

Version 6.7 (06/15/2024)

Electronic Health Record Integration with Safety

New

When symplr Safety is enabled, EHR integration is now available.

Customers with an existing EHR system wanted the ability to import patient demographics into a safety intance to reduce the amount of manual entry needed to complete tasks. Customers with symplr Safety can contact their Customer Success Representative or compliancesupport@symplr.com to learn how to get started.

• A new Facility control is available on Safety items and forms when the Content Type is set to Safety. [736527]

• Ability to map attributes to EHR fields in the Safety template designer. [785490]

• Ability to search for a patient and have their demographic information pull into a Safety instance. [845716, 742428]

• When patient information is pulled into a Safety instance using EHR, the patient demographic information is read only. Users can unlink the patient, so the mapped EHR fields can be edited. [753876]

• When a Safety item or form is refreshed by a user, any changes to the EHR data will be updated when the item or form is displayed. EHR fields are read only. [707230]

Platform

Continued improvement to accessibility across the symplr Compliance and Safety platform.

In a continuing effort to improve application access to customers who may have accessibility needs, symplr continues to make meaningful updates across the platform. These updates improve ease of use for customers who may use screen readers or want keyboard operability. Improvements applied to the CQS Dashboard, Template Dashboard, Portal Dashboard, and New Forms. [955047]

• Text and images have sufficient contrast.

• User interface components have sufficient contrast.

• Form field labels are clear.

• When using a keyboard to navigate through the application, a focus ring shows where you are on the screen.

Survey Management (SM)

New

Organization based surveys can be authenticated.

Customers need the ability to deploy organization based surveys with security. [893012]

• An optional access code for organization based surveys can be enabled in survey settings.

• When an access code is enabled for organization based surveys, a relationship between the token, organization, and respondent is established.

Add a note to a decision in the submissions tab.

Customers need the ability to add a note next to the decision area when a yes response does not require a corrective action plan (CAP). Users need the ability to put a brief note explaining why no action is required. [952160]

• Notes can be added, edited, and deleted.

• Added notes are tracked in history.

• If a response is deleted, all notes are deleted.

• Once the survey is complete, the notes become read only.

Updated

Update location of Submit button for survey respondents.

Survey respondents have struggled to find the submit button when completing surveys. [952867]

• Submit button has been moved beside Next in the respondent view.

• Submit button always visible to respondents while taking a survey.

• Submit button is only visible to respondents on the last question for surveys with skip logic.

Accessibility

Accessibility improvements were made to several screens within SM to improve ease of use for customers using assistive devices. The following screens received improvements: [955043]

• Manage Questions

• View Question

• Add Question

• Select Question

Audit Management (AM)

New

Hide claim attachments on audit requests.

All audit request attachments and claims attachments show in the same grid. Users needed a way to hide claims attachments so request letters added directly to the audit can be found quickly. Users can now hide or show claims attachments. [933737]

• A new toggle to show/hide associated claims attachments has been added to the Audit Request Attachments tab.

• Claims attachments are hidden by default. The toggle is set to show only request attachments.

• To show all claims attachments and audit request attachments in the attachments grid, the toggle must be set to show attachments.

Modify the description field and/or user defined fields (UDFs) on a closed audit request.

Users with modify permissions can make changes to the description field or UDFs on closed audit requests without having to open the request. [94480]

• Users can modify the UDFs on a closed audit request.

• Users can modify the description on a closed audit request.

• Changes to the UDFs and Description field can be saved.

• Changes made on a closed audit request are captured and displayed in the history.

Modify user defined fields (UDFs) on a closed claim.

Users with modify permissions can edit the UDFs on closed claims without having to reopen the claim. [944279]

• Users can modify UDFs on closed claims.

• Changes to the UDFs on closed claims can be saved.

• Changes made to the UDFs on closed claims are captured and displayed in the history.

Add Attachments on a closed audit request and/or claim

Users needed the ability to add, modify, or delete attachments on closed audit requests or claims without having to reopen the request or claim. [915117]

• One or more attachments can be added to a closed audit request or claim.

• Attachments can be edited by adding or updating the description on a closed audit request or claim.

• Attachments can be deleted on a closed audit request or claim.

Updated

When closing claims, status and stage show as closed.

When users closed a claim, only the status showed as closed. The stage did not change. This feature has been updated so when the claim gets closed, the claim status and stage both show as closed. [955132]

Accessibility

Accessibility improvements were made to several screens within AM, RAM, and Templates to improve ease of use for customers using assistive devices. The following screens received improvements: [955038, 955045, 955046]

• Create Assessment

• Edit Assessment

• Edit Assessment Responses

• Edit Claim, Manage Reminders

• Edit Audit Request

• Permissions

• Deployment tab

• Rule Designer

Resolved

An error was received when the Audit Task Completion Notification was disabled which prevented task completion. The issue has been resolved. Customer can now disable the Audit Task Completion Notification and still complete the task. [98741 | 01734822]

Document and Policy Management (DPM)

Updated

Accessibility

Accessibility improvements were made to several screens within DPM to improve ease of use for customers using assistive devices. The following screens received improvements: [955028]

• New Document

• Details tab

• Reviewers tab

• Document tab

Resolved

An error was received when a user attempted to publish a version of a document when a previous version of the published document was checked out. This issue has been fixed. [987961 | 01758220]

Issue and Action Management (IAM)

New

Ability to add reminders to an item template.

Users can create reminders based on a due date included on the item template. This will not be fully functional until a future release when due date reminders can be established on items. [885242]

• New reminders tab shows on item templates that include Assigned To and Coming Due Date fields.

• Users with modify permissions can edit or delete existing reminders.

• To create a new reminder, users click Create Reminder on the reminders tab.

• The delivery method defaults to Due Date. Users can specify how many days before the due date to send the reminder.

Updated

Accessibility

Accessibility improvements were made to several screens within IAM and the Platform to improve ease of use for customers using assistive devices. The following screens received improvements: [955037, 955040, 955044, 955042]

• Create an Item

• Edit an Item

• Manage People

• Manage Groups

• Org Units

• Template Editor

• Life Cycle tab

• Select Stages

• Designer tab

• Settings tab

• Default Security tab

Resolved

Customers reported that they are receiving notifications that another person has modified an item they are currently editing. The issue is that users are receiving the alert on themselves. This issue has been fixed. Users will not receive alerts regarding their own changes to an item. [985889 | 01758410]

Version 6.6.1 (05/09/2024)

Survey Management

Resolved

Survey respondents added by Upload respondent Excel received a Survey not available error when they clicked the link included in the deployment email. This issue has been fixed. Respondents uploaded into Survey Management from an Excel file, can successfully access the deployed survey using the link in the email. [973485 | 01754251]

Platform

Resolved

Customers received an error when accessing the reports tab on the dashboard. This issue has been fixed, and customers can now view reports from the unified dashboard. [972670 | 1753627]

Version 6.6 (04/20/2024)

Platform

New

symplr has implemented a new capability in our products which enable us to gain greater insight into the overall user experience with those products.

Our teams will have the ability to deliver in-app messaging that allows symplr to inform you of new feature releases and enhancements, upcoming maintenance windows, informative product-specific review webinars, and more.

Additionally, this tool captures new customer usage metrics to identify key areas for feature, workflow, and interface improvements, thereby ensuring customers are able to perform all necessary tasks, analyze important data points, and make informed decisions. As another example, we envision our Success teams leveraging this information to help you maximize your investment in our products.

If you have questions/concerns or need more information, please contact our support team.

Updated

Discovered opportunities to improve accessibility across the symplr Compliance and Safety platform.

symplr performed an extensive accessibility audit across the Compliance and Safety platform. In an effort to improve application access to customers who may have accessibility needs, symplr has made several meaningful updates across the platform. These updates improve ease of use for customers who may use screen readers or want keyboard operability.

• Tab order and navigation is in a logical sequence.

• Form field navigation is in a logical sequence.

• Form field labels are clear.

• When using a keyboard to navigate through the application, a focus ring shows where you are on the screen.

Survey Management (SM)

New

Required due date field added to survey details.

Survey owners needed a way to set a proposed deadline for surveys while still leaving the survey open for late submissions. This new required field, gives survey owners a way to track surveys and easily identify respondents who did not meet the deadline. [893374]

• Proposed survey deadline for respondents.

• Surveys can be submitted after the survey end date.

Skip logic added to sub-surveys.

When skip logic was first developed, it was only available for primary survey questions. Survey owners needed the ability to apply skip logic in sub-surveys. [933740]

• Logic tab available when editing sub-survey questions.

• Skip logic can be added to radio button and drop down formatted answers.

Survey assignment added to authenticated user's inbox on the CQS dashboard.

Survey respondents needed a way to locate their survey assignments without having to sift through email. Authenticated users now see assigned surveys in their inbox. [834218]

• When a user starts a survey, the stage shows as in progress.

• When a user submits the survey, the stage shows as completed.

• To view completed surveys in the inbox, a user can select stage and filter for completed surveys.

• Location names are appended to organization based surveys.

• Assigned proxy users see assigned surveys in their inbox. When the survey is selected from the inbox, the submissions tab for the survey version opens.

Updated

Optional conclusion date field changed to end date.

Survey owners needed a way to set the date the survey will close. [893374]

• Surveys close on the end date.

• The survey end date is optional.

• No responses can be submitted after the end date.

Capture additional actions in Survey Management audit trails.

Survey users can view additional actions from within the history tab for a survey version. The following actions have been added and are now captured for audit purposes. [893364]

• Added respondents

• Removed respondents

• Respondent survey submission

• Reminders sent from the Survey Management application

• Proxy users

Resolved

A user discovered that selecting the hide comment option when creating survey questions, clears out all selections made for all questions when checked or unchecked after save. Users are now able to change comment selections when editing questions without clearing all selections. [937142 | 1723987]

Audit Management (AM)

New

Previous and next buttons added to claims screen.

Customers needed an efficient way to work through multiple audit request claims without having to go back to the audit request and search through a long list of claims. [884462]

• Next button added to claims screen.

• Previous button added to claims screen.

• Next button disabled when a user is on the last claim.

• Previous button disabled when a user is on the first claim.

Updated

esMD emails updated to show symplr Compliance and Safety in the from field.

Customers need to know esMD transmission emails are coming from symplr Compliance and Safety. [933584]

The following esMD transmission emails have been updated and include symplr Compliance and Safety in the from field:

• In que

• Received by auditor

• Transmission error

Accessibility

Accessibility improvements were made to the Audit Dashboard, Audit Claim Details page for submit response, and the Audit Claim Detail page for edit claim. [896164] [896162] [896149]

Document and Policy Management (DPM)

Updated

Accessibility

Accessibility improvements were made to the new document details and reviewers tabs and the edit document tab. [896151]

Issue and Action Management (IAM)

New

IAM organization unit field populated with organization unit of the survey respondent.

When a survey user creates a new corrective action from the submissions tab and the organization unit is a field on the corrective action item template, the organization unit prepopulates with the organization unit(s) associated to the survey respondent. [892635]

• The organization unit on the item template can accommodate multiple organization units.

• Organization unit field updates are captured in the audit trail.

• The name of the user creating an item from the survey is reflected in the audit trail.

Show and hide field on existing templates.

When architects make changes to hidden and visible fields on item and form templates, existing instances of the template will not be affected. [788914]

• When a hidden field is changed to visible, new instances of the item reflect the change.

• When a visible field is changed to hidden, new instances of the item reflect the change.

• Existing items are not affected by changes to the item template/form.

Updated

Display a warning when multiple users make changes to an IAM item.

Users need to know if multiple users are committing changes to the same item. By providing a warning, a user can decide how to proceed with the item edits. [919020]

• When multiple people edit the same item at the same time, a warning message triggers when one user clicks Save and another user commits their edits by saving their changes. The warning only displays if multiple users edit an item at the same time.

• The warning message includes the first and last name of the user who saved the changes to the item.

• Users are given the following options when another user saves their item edits:

  • Review changes lets the user see the edits made by another user within a new browser tab.

  • Save will save the item but could overwrite the changes made by another user.

  • Cancel closes the modal without saving the item.

• All changes to the item are captured and displayed in the audit trail.

Resolved

Users received failures on CLI calls with EML type file attachments. This issue has been fixed. EML file types can now be accepted, and calls with CLI attachments are successful. [963042 | 01734656]

Accessibility

Accessibility improvements were made to the Create Item page. [896155] [896160]

Resolved

An issue was fixed when creators were not automatically added to a single or multiselect owner field on a new item. When saving, the owner field should populate with the creator. The owner field is now automatically filled with the correct value.[936422 | 01721741]

Incident Management (IM)

New

Display a warning when multiple users make changes to an IM item.

Users need to know if multiple users are committing changes to the same item. By providing a warning, a user can decide how to proceed with the item edits. [919020]

• When multiple people are editing the same item at the same time, a warning message is triggered when another user commits their edits by saving their changes. The warning only displays is multiple users are editing an item at the same time.

• The warning message includes the first and last name of the user who saved the changes to the item.

• Users are giving the following options when another user saves their item edits:

  • Review changes lets the user see the edits made by another user.

  • Save will save the item but could overwrite the changes made by another user.

  • Cancel closes the model without saving the item.

• All changes to the item are captured and displayed in the audit trail.

Updated

Accessibility

Accessibility improvements were made to the Portal page. [896161] [896156]

Risk Assessment Management (RAM)

Resolved

Inconsistent results were reported when importing question sets. In some instances some entity type values were not found and users received an error message upon question set import. This issue has been resolved and question sets are importing successfully. [927252 | 1710034]

Version 6.5.1 (03/19/2024)

Audit Management

Resolved

There was an issue where a re-opened claim still showed a closed audit status. This issue has been fixed. When a user selects Reopen Claim from the action menu on a closed claim, the audit status shows as open. [941187 | 01731702]

Version 6.5.0 (03/09/2024)

Survey Management (SM)

Ability to define the question behavior as skip logic when creating the primary questions in a new survey

Survey administrators can choose question behavior when creating a new survey.[846829]

• Survey administrators can define the primary question behavior in surveys as skip logic.

• Survey administrators can create actions in primary questions to skip questions based upon respondent answers.

Ability to skip irrelevant question(s) in surveys based on answer choices

Survey respondents need a way to skip one or more questions based on leading questions. [840139]

• When skip logic is applied to surveys, respondents can skip questions.

Ability for respondents to download surveys with skip logic formatting

Survey respondents need a print version of a survey version with skip logic documented. [846830]

• Respondents can download a pdf version of a survey including skip logic.

• The print version provides what questions to answer based on respondent answer choices.

Ability to see skipped questions within the submissions tab

Survey administrators have the ability to define question behavior as skip logic and need the ability to view skipped questions within the submissions tab. [848544]

• When viewing survey responses, all questions show for a user.

• Skipped questions show the message, skipped due to logic.

Ability to delete answers from the submissions tab

Survey owners can delete selected survey responses. [878406]

• Survey owners can select one or more answers for one or more locations and delete all selected answers using the select action dropdown on the submissions tab.

• Survey owners can select one or more answers for one or more respondents and delete all selected answers by using the select action dropdown on the submissions tab.

• Survey owners can delete all responses for a selected respondent.

Ability to duplicate a multi-factor question

Survey administrators have a new save and duplicate button when a user is creating a multi-factor question. [878406]

Audit Management (AM)

Ability to see the audit name at the top of the claims screen

Audit request users needed an improved way to see what request they are working when viewing the claims page. [884461]

• When a user views an audit request's claim details, the audit request name now displays in the breadcrumb at the top of the page.

• When the audit request name is left blank, only the audit request ID is included in the breadcrumb.

Ability to close claims from the action menu on the claims tab on the edit request page

Customers need the ability to close one or more claims at one time. [884465]

• Customers can select one or more claims in the grid

• Customer click close claim in the action menu to close all selected claims

• Once the user closes the claim, they must select reason to close from the dropdown list

Customers need the ability to reopen one or more closed claims at one time. [884465]

• Customers can select one or more closed claims in the grid

• Customers click reopen claim from the action menu to reopen the claims

Ability to trigger an automatic email notification when a task is completed

Customers need a notification when a task is completed. [884466]

• An email notification will be sent to the audit owner when a task is completed.

• Audit owners can still see progress on the task tab.

Risk Assessment Manager (RAM)

Enhance application accessibility

Audited and improved customer controls for improved user experience during screen reader use. [847698]

Platform

Update Compliance and Safety logos within product headers

Customer want to see consistent branding across the Compliance and Safety platform. [849057]

The product logo that shows at the top of each screen has been updated and is consistent across all Compliance and Safety products.

Update old product terminology to reflect symplr Compliance and Safety

Customers find the ComplyTrack folder name in Cognos confusing. [618458]

• When a user creates a package, the name of the first folder in the open file dialogue is now Compliance and Safety.

• When a user navigates through the folder structure from the home screen, the first folder is now Compliance and Safety.

• Note: When a named analytic user first creates a report, they will still need to select the ComplyTrack package.

Customers need the 'From' field in reminder emails updated to symplr Compliance and Safety. [846381]

• Reminder emails now have symplr Compliance and Safety in the 'From' field for the following applications:

  • Audit Management (AM)

  • Issue and Action Management (IAM)

  • Document & Policy Management (DPM)

  • Risk Assessment Manager (RAM)

• ComplyTrack has been removed from messages in notification emails.

Customers need the from field in reminder emails updated to symplr Compliance and Safety. [846381]

• Reminder emails now have symplr Compliance and Safety in the "From" field for the following applications:

  • Audit Management (AM) requests, claims, appeals, and tasks notification emails

  • Issue and Action Management (IAM) notification emails

  • Incident Management (IM) approver and reviewer notification emails

  • Document & Policy Management (DPM) reviewer and tasks notification emails

  • Risk Assessment Manager (RAM) assignee, delegree, and send assessment back to assignee notification emails

• ComplyTrack is not included anywhere within the email message in reminder emails.

Customers need reset password and new password emails to display symplr Compliance and Safety. [846379]

• The password reset emails have been updated with the following:

  • From field reads "symplr Compliance and Safety"

  • Subject changed from ComplyTrack to symplr

  • Contact your ComplyTrack administrator updated to read contact your symplr Compliance and Safety administrator.

  • The closing of messages reads "Kind Regards, symplr Compliance and Safety Team."

• The set new password emails have been updated with the following:

  • The From field reads symplr Compliance and Safety

Customers need esMD default communications to display symplr Compliance and Safety. [846386]

• From field reads "symplr Compliance and Safety" in all esMD emails

• Transmission error templates read "symplr Compliance and Safety" in the body of the message

Resolved

Survey Management (SM)

Fixed a latency performance issue . [897261| Case 1671049]

Fixed an issue where a respondent could not see an answer text box while responding to a survey. [920245 | 1702126]

Document and Policy Management (DPM)

Fixed an issue where documents would not publish to the portal. [911840 | 1702050]

Issue and Action Management (IAM)

Fixed an issue where item reminders were sent early. [865076 | 01613024]

Version 6.4.0 (01/06/2024)

Survey Management (SM)

Ability to duplicate a survey

Survey administrators need a way to duplicate a survey. [833673]

• A duplicate survey option has been added to global survey actions.

• When creating a new survey, survey administrators have the option to duplicate an existing survey.

Ability to provide respondents with a way to self-register for a survey

Survey administrators need a way to provide a survey link that allows respondents to register for the survey. [746935]

• Self-register survey link type added to the details tab.

• A self-register URL can be copied and pasted in a specified location (e.g., email, website).

• Respondents use the URL to register for a survey with the following information:

  • First Name

  • Last Name

  • Email

• After registering, respondents receive a survey link via email.

• Survey administrators can view self-registered respondents on the respondents tab.

Ability to update tags, locations, and reminders via import

Survey administrators need a way to import respondent and location details. Existing records can be updated with new details during import. [833667]

• New respondents can be added by import from the respondents tab.

• New locations can be added by import from the respondents tab.

• Tags can be added to records for the survey version. Existing tags are not removed when a record is updated.

• Respondents can be updated in location records.

• A Send reminders column has been added to the import file.

  • Send reminders with a value of yes, sets the respondent send reminder toggle on.

  • Send reminders with a value of no, sets the respondent send reminder toggle off.

Ability to create multi-factor questions in surveys

Survey administrators needed the ability to create questions to measure and compare defined attributes using the same answer scale for question groupings. [839877]

• A new multi-factor multiple choice question type has been added.

• The same answer template can be applied to multiple factors.

Ability to create autocomplete questions in surveys

Survey administrators needed to offer an autocomplete question format. Respondents can easily locate and choose their answer by forward typing a name. [839895]

• A new autocomplete multiple choice question type has been added.

• Administrators add the defined answer choices.

• Respondents locate and choose the answer by forward typing in the answer field.

Ability to add comment and attachment requirements based upon survey answers

Survey administrators need a way to set attachment and comment requirements for individual responses in multiple choice questions. . [834212]

• For each multiple choice answer to a question, survey admins can select an optional document upload choice for respondents.

• For each multiple choice answer to a question, survey admins can select an optional comment choice for respondents.

• Survey admins can apply document upload and comment choices for all answers to a multiple choice questions using more actions.

Ability for respondents to take an organization based survey

Survey respondents need a way to access and begin organization based surveys. [839872]

• The welcome page for organization based surveys shows the location assigned to the survey.

• Organization based surveys are only available when survey access code is disabled.

• The respondent name is shown on the welcome page.

  Note

  The respondent name will not display on an anonymous survey.

Ability to test survey behavior and make adjustments to questions before deployment

Survey administrators needed a way to add test respondents to a survey to evaluate the survey behavior before deployment. [833664, 846395, 846400]

• When adding respondents to a survey, survey administrators select the type of participant from a list.

  • Assigned respondent (default) - responds to the deployed survey

  • Test respondent - responds to the test survey

  • Assigned and test respondent - responds to the test and deployed survey

  Note

  Test responses are removed prior to survey deployment.

• Survey administrators select Test survey from more actions to place the survey in test mode and deploy to test respondents.

• Survey administrators select Draft or Deploy in version options, to take the survey out of test mode.

Document and Policy Management (DPM)

Ability to change a reviewer on one or more unpublished documents

Admins need a way to change reviewers on unpublished documents without having to go into each individual document. [810363 | Case 00365689]

• When Change Document Reviewer is selected, the following fields are available:

  • Select Current Reviewer (required field)

  • Select New Reviewer (required field)

• Reviewer can be transferred on documents that are not published.

• When submitted, the reviewer is updated on documents based upon the selected transfer options.

Ability to delete a document that is not published or has been unpublished from the document publishing portal

Users with delete permissions need a way to delete documents when the documents are not published or have been unpublished. [810350]

• Delete button added to documents.

• Delete button is only visible to users with delete permissions.

• Archived documents can be deleted.

• All versions of the document are deleted.

• Deleted documents are removed from the documents grid on the dashboard.

• When reviewers/approvers click the email link, a message stating the document is no longer available is displayed.

• Deleted documents are not displayed within reports.

• The delete action is captured in an audit trail.

Ability to disable document check out for finalized documents

Users needed the ability to ensure finalized documents cannot be checked out. When a document is in the finalized state, the check out option is disabled. [849017]

Audit Management

Audit request users needed an improved way to see what request they are working when viewing the claims page. [870098]

• When a user views an audit request's claim details, the request number now displays in the breadcrumb at the top of the page.

Safety

Ability to map safety template attributes to 3rd party data fields

Customers needed the ability to map safety template attributes to data fields in EHRs. These fields can be mapped on Safety templates when the template content type is set to Safety.

• Integrate to drop down has been added to the Safety template properties tab.

• Map to drop down has been added to the Safety template properties tab.

• Only one EHR field can be selected per control.

Issue and Action Management (IAM)

Resolved

Fixed an issue where users with read only permissions were able to update a response to a caller on CLI templates. [780743 | Case 01569300]

Fixed an issue where the template owner field was updated to the first user to open the item after an update. If the user saved the existing item, that user was updated as the template owner. [857533 | 01570953]

Version 6.3.0 (10/21/2023)

Survey Management (SM)

Hide comments or attachments on a question-by-question basis

When creating or editing questions, the admin can select/deselect the Hide comment and Hide document checkboxes in Step 2 (answer format). [799838]

• When the Hide comment checkbox is selected, the Comments box does not display in Take View.

• When the Hide document checkbox is selected, the Attachments grid does not display in Take View.

• The Hide comment checkbox is available only for Date and Multi Choice formats.

• The Hide document checkbox is available for all formats.

• By default, the checkboxes are not selected.

Create an anonymous survey link

Survey admins and owners need a way to create an anonymous survey. [796230]

• A survey link type drop down was added to survey details.

• Survey admins and owners can select anonymous.

• Survey admins and owners can copy the provided URL and give to potential respondents (e.g. publish url on an intranet site).

Take anonymous survey

Survey owners need a way to deploy an anonymous survey to respondents. [746863]

• A survey link is provided to respondents (e.g. placed on their intranet page).

• Respondents who take an anonymous survey cannot be identified.

Send survey reminders to respondents who have not started or submitted their survey

Survey owners can create and send reminders to respondents. [746018, 796406, 794073]

• The Reminders tab is used to create survey reminders for respondents.

• Click Create a reminder and fill in the available fields.

• Select a message template (if available) to use in the reminder email.

• Use the Reminders tab to modify existing reminders.

• Creation, modification, and deletion of reminders is included in survey version history.

Create survey reminder notification templates

Survey owners can craft and save reminder messages for notification templates. [767327]

Location associations added

Survey respondents will only see documents relevant to their location. [790023, 790024, 792261]

• An attachments tab has been added to Survey Management.

• The location field in the attachment settings is used to specify a location for documents attached to a survey's instructions or email letter.

• A location can be associated with documents attached to questions.

• Survey respondents will see attachments associated with their location.

Survey Location Manager role created

Survey Management needed a way to limit survey responses for respondents based on location. [790026]

• Survey Location Manager is available when editing an Organizational unit under Administration.

• Multiple users can be added to the Survey Location Manager role within your Survey settings.

• Add Survey Location Manager to Survey Permissions.

• Survey Location Managers have read permissions by default. Modify permissions can be selected.

Survey Location Managers can analyze surveys based on location

Survey Location Managers can view survey responses associated with locations. [790049]

• Survey Location Managers can view the submissions tab.

• The submissions tab only shows respondents associated with the Survey Location Manager's organization unit(s).

• Location Managers can create corrective actions based on locations if they have modify permissions.

Assign corrective action

Survey users have the ability to create and apply a bulk update on the Submissions tab. [746017]

• Decision column added to grid on the submissions tab.

• Corrective action column added to grid on submissions tab.

• Checkbox added for each respondent answer.

• Select action drop down is used to set bulk decision and/or corrective action.

• Set decision values include:

  • No decision

  • No action required

  • Action required

• Set corrective action values include:

  • N/A

  • Resolved

  • In progress

Create corrective action

Users needed improved integration between SM and IAM. After user selects survey answers, they can use the attach an existing corrective action item from IAM or create a new corrective action item (IAM)  in the Select actions drop down. [746013]

• Attach corrective action pop up with the following columns displays within Survey Management.

  • ID

  • Name

  • Stage

  • Due by

  • Assigned to

• Attach from the corrective action pop up associates an existing IAM item.

• New from the corrective action pop up opens a new Corrective Action Plan item in IAM.

• Corrective action column in SM shows as In progress once a new or existing IAM item has been attached.

• Corrective action item shows as resolved when the corrective action is closed.

• Detach from the corrective action pop up removes an associated IAM item.

• A view link is available on the submissions tab when a corrective action is created.

Corrective action reporting

Users needed the ability to include fields from both Survey Management (SM) and Issue and Action Management (IAM) for reporting purposes. [796219]

User have the ability to compare answers and the status tasks related to those answers. The following IAM fields can now be included in a SM report:

• Item ID

• Name

• Description

• Stage

• Owner

• Assigned To

• Organization Unit

• Due Date

• Steps

Issue & Action Management (IAM)

Survey Responses tab added to Survey Corrective Action item

When working with a corrective action for a survey response, the admin can view the respondent's answer that requires action. [746015]

• A side-tab labeled Survey Responses (below the History tab) has been added to Corrective Action items for survey responses.

• When the tab is selected, a Responses window opens.

• The Survey Responses title show a the top of the screen.

• The screen includes a grid with the following columns:

  • Respondent

  • Survey version

  • Question number

  • Question

  • Answer

  • Comments and Attachment(s)

  • Indicator if sub-survey

• Responses from bulk updates show in the grid.

• Each column can be filtered.

• If a respondent selects more than one answer choice, values are shown in a comma separated list.

Defect

Fixed an issue under manage people when uploading CSV user files, the application stalls. [829565 | Case 01434575]

The application stalls due to CSV file limitations and not the application. A warning message now shows if the import file contains more than 10,000 entries.

Defect

When adding details to an existing item, users do not receive the reminder to save changes when leaving the page. [767886 | Case 01552163]

This has been fixed. A reminder message displays if a user has not saved changes to the item.

Safety

Facility control available for item/form template designer

Architects need the ability to add a Facility control to items and forms in Safety templates for EMR integrations. [736527]

• Facility control is only displayed for customers who have purchased the safety application and have safety content deployed.

• Facility control is only displayed on an item/form template type when the content type is set to Safety.

• When the Facility Feature Toggle is disabled, the Facility control does not show.

• Facility control properties include:

  • Name

  • Drop down list to select if the Facility is related to EHR, Quality Review, or EHR and Quality Review.

  • Additional options include Required on save, Required on close, Hide title, and copy to sub-item.

  • Facility control size defaults to medium but can be changed.

  • Contextual help can be added to the Facility control.

• Facility control can be dragged and dropped onto the item/form template.

  • Facility control can be removed from the template when the control is not in use.

  • Facility control cannot be removed when it is in use as shown by the lock icon on the control.

  • Facility control cannot be placed inside a panel or four-level list.

• Within a template instance, organization units flagged as a Facility can be selected within the Facility field.

  • Only one Facility can be selected within the field.

  • Non-facility org units are grayed out and cannot be selected.

  • Once the item has been saved or a lookup has been performed, the Facility cannot be changed.

Incident Management (IM)

Ability to add a customer logo to the Incident Management portal

By providing the customer a way to place their logo on the Incident Management portal, incident reporters can see a familiar logo and confirm they are on the right web page. [771940]

• Incident Management Portal option is now displayed in the Division Settings for Upload Logo.

• The customer logo is automatically sized to fit.

• The uploaded logo is displayed on the following Incident Management portal pages:

  • Portal Dashboard (anonymous & authenticated users)

  • Form (anonymous & authenticated users)

  • Edit Form (authenticated users)

  • Print Form

  • View submitted Form (authenticated users)

Document and Policy Management (DPM)

Defect

The recipients field was blank after saving a reminder for an existing document. [824267]

This has been fixed; the saved recipients now show when returning to the reminder.

Defect

Not all options were displayed in the Help menu. [826420 | Case 01530846]

This has been fixed; all options (Documentation, Release Notes, and Submit a Ticket) are available.

Platform

Defect

The deactivate option is missing in some default list fields. [632010 | Case 01439474]

This has been fixed; the deactivate button is available in all default list fields.

Defect

Modifying security in an item does not take effect on the Activity, Communication, and privacy concerns template. [835094 | Case 01561755]

This issue has been fixed; security changes are saved across the platform.

v6.2.0 (9/9/2023)

General

Remove "Contacts" from the Help (?) menu

The "Contacts" option in the Help menu has been removed. [792798]

• To contact support, click "Submit a ticket" in the Helpmenu, then follow the prompts.

Survey Management (SM)

Ability to add new respondents to deployment emails for redeployed surveys

When redeploying a survey version from draft state, you can select to send the deployment email to newly added respondents via the Email Notification dropdown. [789551]

• When a survey version is deployed then undeployed and in a draft state, the Deploy button changes to Redeploy.

• Clicking Redeploy opens the Redeploy modal, similar to the modal when moving from In-review.

• When a survey version is moved from Deployed to Undeploy, a new respondent is added, and the survey version is deployed again, the deployment email is triggered only for the newly added respondent when "Newly added respondents" is selected.

• The "Newly added respondents" option is displayed in the Redeploy modal if a respondent was assigned during the draft state.

Multiple versions in-flight concurrently

Survey admins can have more than one version of a survey in draft, can have more than two drafts, can deploy more than one version of a survey at a time, and can have more than two deployed survey versions. [799836]

• The "Another version is already in draft" and "Another version is already deployed" error messages have been removed.

• A respondent can take any version of the survey, regardless if an earlier version is submitted or not.

  • If a survey admin selects the Allow respondents to pre-populate answers from a prior version checkbox on the Details tab, the respondents' answers are carried over from the last version submitted in the Take View.

Survey logo

In Division Settings > General > Logo, Admins can upload a logo to display on a survey. [755598, 792798]

• The logo appears in the top left corner under the symplr header on the following Survey pages:

  • Email verification

  • Welcome

  • Take View of Survey (new and edit)

  • Conclusion

  • View Survey (submitted survey)

  • Survey Download (questions/surveys/responses)

• The image is automatically sized to fit the page that it's displayed on.

• Only one image can be uploaded.

• The image must be svg, png, jpeg or jpg.

• The max file size is 5 mb.

• A transparent background is recommended.

Display Send email status on Respondents grid and Cognos data model

Survey admins can verify if the survey email was sent to the respondent(s) with the Email Sent column of the Respondents grid. [789550]

• In the Respondents grid, the Deployed column changes to Email Sent column.

• The column is sortable and filterable.

• When an email is sent to the respondent, "Yes" is displayed in the Email Sent column for that respondent.

• When an email has not been sent to the respondent, including when a respondent has a proxy user, "No" is displayed in the Email Sent column for that respondent.

• When the Respondents grid is downloaded, the Email Sent column is included in the PDF.

• When an email is sent to the respondent, that event is captured in the email history table. The email sent from the email history table is added to the IBM Cognos model.

Ability to associate a user as a proxy user for specific respondent

Users with permissions to create a survey can assign a user as a proxy user for a specific respondent. [746003]

• In the Add/Edit a respondent modal is an Allow proxy users to respond on behalf of respondent checkbox.

  • The checkbox is available for authenticated and non-authenticated users.

  • When the survey version is in-review or completed, the option to allow proxy users is disabled.

• Underneath the checkbox is a message: "Respondent will not receive emails when a proxy user is assigned."

• When the Allow proxy users to respond on behalf of respondent checkbox is selected, the Select proxy users dropdown appears.

  • Only proxy users are available in the dropdown.

  • The dropdown is a multi-select picker, allowing you to select more than one proxy user.

• Selected proxy users are added to a list, where you can remove any proxy users before continuing.

• When the survey version is deployed, the deployment email selected in the survey version Details tab is not sent to the respondent when the Allow proxy users to respond on behalf of respondent checkbox is selected.

Ability for proxy user to take survey on behalf of respondent

Users with modify survey permissions can assign a proxy user to take the survey on behalf of a respondent. [746012]

• The proxy user can answer questions and submit the survey. The proxy user can only answer the questions when the survey version is in an editable state.

• When a proxy user with read-only permissions clicks the link in the deployment email, they're taken to the respondent's take view, which is editable.

• When a proxy user takes a survey on behalf of a respondent, their username is tracked in audit history tables.

• When a proxy user is assigned on version 1 of a survey, that proxy user is removed from version 2.

  • The respondent can select all versions and see all submitted answers, even the answers that the proxy user entered on the respondent's behalf.

  • Version 1 answers given by the proxy user are read-only for the respondent.

• When version 2 has a proxy user, but not version 1, and the proxy user has not submitted version 2, the respondent cannot see version 2's answers until the version is submitted.

Default email template for proxy user assignment

Proxy users receive the assignment email when they're added to the Select proxy users field in the Add/Edit respondent modal. [777031]

• Clicking the link in the email takes the proxy user to the survey version's Respondent tab for the version that the user is a proxy user for.

• Proxy users can view only survey versions that they are the assigned proxy user for.

Proxy User added to permissions

Proxy User is available within the Default Security tab of the survey template and within the Permissions modal at the survey level. [746001]

• Admins can set Allow or Deny permissions for the proxy user within the Permissions modal.

  • When Allow for Proxy User is selected, the Read Allow permission is also selected by default.

  • When Allow for Proxy User is selected, full access, modify, delete, modify security, and view security are set to deny by default.

• By default, Allow Full Access is selected for users = owner and creator.

Limit Submissions tab and Respondents grid for proxy users

The Submissions tab and Respondents grid are limited for proxy users. [791083]

• In the Submissions tab, proxy users see only respondent submissions that they're the proxy user for.

• In the Respondents grid, proxy users see only respondents that they're the proxy user for.

Document & Policy Management (DPM)

Published date and time on finalized version of a document

The published date and time displays on the finalized version of a document. [618445]

• Users can select or deselect the Include the Published Date & Time checkbox in the Confirm Publish modal.

  • The checkbox is available only when the Convert to PDF checkbox is selected.

  • If the checkbox is selected, the document displays the message: Published on NN/NN/NNNN HH:MM.

• Users can select to include the published date and time in the header and/or footer.

• The date and time format in the header follows the format in Division Settings within the tenant's database.

Issue & Action Management (IAM)

Ability to populate Due by Date based on most recent step added

The Coming Due Date field is auto-populated X number of days based on the date entered on the most recent step added. [618463]

• A setting in the Properties of the Step control, "Populate Coming Due Date" has been added to the Options section.

  • When the Populate Coming Due Date option is selected, users can specify how many days/weeks/months/years from the date entered in the most recent step until the item is due.

  • Only one step control can set the coming due date. When an architect adds a Due Date, selects the Due Dates option of Coming Due, and selected Populate Coming Due Date for a step control, the Date field flagged as Coming Due will auto-populate. Selecting the option does not trigger a Due Date field to display.

  • If the Populate Coming Due Date option is selected, a date field displays on the template. If the Populate Coming Due Date option is not selected, "No coming due date" displays on the template.

  • If a user changes the date on the most recently added step or if a new step is added into the steps control, the coming due date is updated based on the date entered on the newly added step.

  • If the most recently added step is deleted, the item's due date reverts to the previous due date.

  • If there is only one step in the step control and that step is deleted, the Coming Due Date field is cleared if no date was selected prior to adding the step.

  • If a due date was selected before a step was added and that step is deleted (leaving no steps in the control), the due date reverts to the previously selected date.

  • If a user manually entered a date and the step is added into the step control, the date based on the added step overrides the manually entered date.

Version 6.1.0 (7/22/2023)

Survey Management (SM)

We've updated getAPI and Cognos reporting for Survey Management.

Version 6.0.0 (6/30/2023)

Survey Management

We're excited to announce the release of Survey Management, an enhanced module replacing Survey Manager. Survey Management empowers your organization to communicate and obtain feedback from employees, business associates, and vendors. Use cases include conflict of interest disclosure surveys, policy attestation, regulatory alerts, employee feedback, and culture surveys.

Migrating from Survey Manager to Survey Management brings several key benefits:

• Updated UI for easier navigation, simple deployment of surveys, and clean interface for respondents to answer surveys

• Modern technology stack, which significantly improves reliability and security

• Common functionality across all apps, flattening the learning curve

• Survey versioning

  • Automated process for duplication of recurring surveys with all timeframes in one survey

  • All timeframes stored in one survey record to enable survey writers and respondents to reference past questions and responses

• Pre-built answer sets when drafting survey questions

• Tools to easily trend and compare a respondent's answers over time

• Audit history for changes to a survey

• Streamlined email reminder functionality

General

Updated text to signify Due Date

Text has been added to Coming Due Date to signify when the due date is one week away, less than one week away, or overdue. [618454]

Audit Management

Library of mixed standard errors

A library of mixed standard errors has been created. [722521]

• Previously, old standards in a file caused errors, and the file was sent to an unattended error folder.

• Now, when a file is imported and an older standard is found in the file, the old standard will be replaced with the new standard from the library. Once the errors are resolved, the file will be reimported.

Version 5.20.0 (4/22/2023)

Single sign-on (SSO) configuration (618443)

Summary: Customers can enable single sign-on (SSO), allowing the ability for users to access the Document Publishing Portal without having to enter their username and password.

Version 5.19.0 (4/15/2023)

Defects

Fixed an issue where search results were duplicated when users double-clicked the column header. (233068)

Fixed an issue in IM templates where users were unable to define properties in a field within a panel. (233073)

Fixed an issue in the DPM portal where search result totals were incorrect. (651939)

Fixed an issue where when adding a user as a manager on an assessment, the link in Outlook was not clickable. (669865)

Fixed an issue where document email reminders were sending from a deleted version. (669867)

Fixed an issue in DPM where users were unable to open documents. (708141)

Version 5.18.1 (2/23/2023)

Defects

Fixed an issue where users were unable to open documents in DPM.

Version 5.18.0 (2/18/2023)

RAM Enhancements

Summary: Administrators have new options within the Actions drop-down from the Manage Questions screen. The following actions are available:

• Reorder Question Set

• Import Question Set

• Export Question Set

Administrators have the ability to reorder questions and define contingencies through the Reorder Questions option on the Actions menu. (337717)

• Once Reorder Questions is selected, Administrators can perform the following actions.

  • Edit question numbers in the grid by changing question numbers. All question numbers adjust based upon edited numbers.

  • Click Save Changes to save the edited question order.

  • Click Cancel to remove any changes and revert to the previous question order.

• Contingent questions can also be edited and reordered by editing the question number.

  Note

  Contingency questions are numbered by .n (i.e., .1, .2, .3, etc.) If contingency question are added to question 2, the contingency numbering will be 2.1, 2.2, 2.3, etc.

  • Remove the .n from a contingency question number to change the contingency to a primary question.

  • Edit contingency question numbers to reorder questions.

• Several error messages are possible during the editing process.

  • If two different users attempt to edit question order, the following error message displays when a user clicks Save. Changes were made prior to your save. Refresh your screen to see these changes before saving.

  • If more than one question has the same number, the following error message displays. No two questions can have the same Question #, please update the question numbers.

  • If contingency questions exist without a primary question, the following error message displays. Questions n.1, n.2, exist but not question with number n.

  • If there is a missing order number, the following error displays. There is a gap in the order of numbers. Do you want the system to reorder the questions? Users click Yes to have the system fix the gap in numbers.

Administrators can export and modify a question set and upload/import the modified question set back to RAM.(583540, 550885, 550886, 585417, 614451)

• Select Export Question Set from the Actions menu to save an Excel version of the question set to your local drive.

• The column headers of an exported question set include:

  • #

  • Question

  • Action

  • Risk Rating

  • Negative Response

  • Category

  • Entity Types

  • Risk Domains

• Make changes to the question set Excel file. Administrators can make the following changes:

  • Add new questions

  • Delete questions

  • Modify questions

• Contingent questions are indicated by numbering convention. A contingent question can be created or modified through the exported file. Contingent questions are indicated by a decimal point in the number. Example: Contingent questions for question 1 would include 1.1, 1.2, 1.3.

• Multiple Entity Types can be added per question within the Entity Types column. To add multiple entity types, use a comma separator between entries. An error will display during import if an incorrect separator is used.

• Multiple Risk Domains can be added per question within the Risk Domain column. To add mulitple risk domains, use a comma the separator between each Risk Domain. An error will display during import if an incorrect separator is used.

• Save changes to the Excel file.

• To add the modified question set to RAM, click Import Question Set from the Actions menu on the Manage Questions screen.

  • Click Select Excel file to upload the modified custom question set.

  • Select the modified question set and click Start Import.

Summary: Assessment owners can require an attachment for specified assessment responses. (498245)

• A new column has been added to the questions gird on the questions tab. This tab shows required attachments for the question.

• An assessment owner can select Require attachment for defined responses on the Assessment Details tab.

• As assessment owner can select Require attachment for specified answer types.

• Assessment owners can select more than one answer type that requires a document upload.

• Assessment owners can select Require attachment based upon a question category. Available categories include:

  • Policies and Procedures

  • Department Specific

  • Education

  • Internal Audits

  • Monitoring

  • Number Tracking

  • Risk Activity

  • Special Case

  • Standard of Conduct

  • Yes/No Tracking

• The questions grid on the Questions tab displays a document upload column.

• Once an assessment has been assigned, Verify Submit is disabled until all required attachments have been uploaded.

When an attachment is required, respondents see an asterisk on the attachment field. If a respondent does not include an attachment, a warning message displays.

Summary: Assessment owners can require a comment for specified answer choices. (498244)

• A new column has been added to the questions gird on the questions tab. This tab shows required comments for the question.

• A new header: Require comment if response is: can be found on the Assessment Details tab. Assessment owners select the check box next to each answer choice when a comment is required. The possible answer choices include:

  • Any answer

  • Yes

  • No

  • N/A

• Assessment owners can select multiple options.

• If Any answer is selected, all answer choices are selected by default.

When a comment is required, respondents see an asterisk on the comment field. If a respondent does not include a comment, a warning message displays.

Defects

Fixed an issue in IAM where an error displayed when accessing the history and selecting Audit Trail on records of the Hotline Web Report.

Version 5.17.0 (12/17/2022)

RAM (562303)

Summary: Attachment and note indicators have been added to the assessment grid so owners and managers know which responses have associated attachments and/or comments. This indicator eliminates the need to open each response.

The following enhancements have been made:

• Added an attachment column to the assessment grid display.

• Added a comments column to the assessment grid display.

• From the Responses tab, a radio button is visible in the attachment column when a question has an attachment.

• From the Responses tab, a radio button is visible in the comments column when a comment has been added to a question.

Defects

Fixed an issue in DPM where users received an error when attempting to create a new version of the document.

Version 5.16.0 (11/20/2022)

IAM (495329 & 337720)

The following enhancements have been made:

• Users can have the Name, Description, Owner, Assigned To, Organization Unit, and coming due field date on a primary item carry down to the sub-item when the sub-item is created. A check box labeled Copy to sub-item has been added to the item template's designer tab.

• The size of the CLI fields on the hotline template have been increased, so users can see all of the information entered in the field.

RAM (495330 & 443586)

The following enhancement has been made:

• The location name has been appended to the assessment name for a respondent who is assigned and needs to answer assessments for multiple locations in an Organizational unit. A respondent is able to see the location in the Dashboard for each assignment.

Several changes have been made to the Manage Questions screen to prepare for future enhancements:

• Action button replaced Download

• All double arrows have been removed from all sections of the Manage Question screen.

• The following buttons are no longer visible at the top of the Questions Grid:

  • Add Questions

  • Create New Question

  • Download

Subscription Content

• When selecting any Subscription Library folder, the Actions button displays an Actions menu with the following options:

  • Download as pdf

  • Download as Word

• When selecting any Subscription Sub-library folder, the Actions button displays an Actions menu with the following options:

  • Download as pdf

  • Download as Word

• When selecting any Question Set under Subscription, the Actions button displays an Actions menu with the following options:

  • Copy Question Set

  • Download as pdf

  • Download as Word

Custom Content

• When selecting Custom Content, the Actions button displays an Actions menu with the following option:

  • Add Library

• When a Library Folder is selected, the Actions button displays an Actions menu with the following options:

  • Edit Library

  • Add Sub-Library

  • Add Question Set

  • Delete Library

  • Download as pdf

  • Download as Word

• When a Sub-Library Folder is selected, the Actions button displays an Actions menu with the following options:

  • Edit Sub-Library

  • Add Question Set

  • Delete Library

  • Download as pdf

  • Download as Word

• When selecting any Question Set under Custom Content, the Actions button displays an Actions menu with the following options:

  • Add Questions

  • Create New Question

  • Rename Question Set

  • Change Library Location

  • Copy Question Set

  • Delete Question Set

  • Download as pdf

  • Download as Word

Defects

Fixed an issue where a submitted IAM record from a submitted form displays incorrectly if an apostrophe was included in the name of a deployed form.

Fixed an issue where a "Page Unresponsive" error is received when trying to submit a sub item on a hotline call after sending a response to the caller. 

Version 5.15.0 (10/01/2022)

IAM

A new API solution is available to developers. This API enables third-parties to integrate and connect with symplr Compliance services to pull defined details into IAM. API access is restricted and accessible by using a unique authorization token generated from the service.

Supported functions:

• Get Template/ItemDefinition details

• Get/Create/Update/Delete Item

• Get/Upload/Download/Modify/Delete Attachment

• Get Sample JSON for Create and Update Item

• Get JSON Schema for Create and Update Item

• OData API for Items Owned by and Assigned To columns on Dashboard

Defect

Fixed an issue where the pop-up window to save a step or a sub-item would lag when clients clicked the X to save changes and close the window.

Version 5.14.0 (09/10/2022)

IAM

The following enhancements have been made:

• Users can mark fields as required on close. When item and CLI templates have fields set to required, the fields must be filled to successfully close the item.

• The Rule Designer modal has informational text about the required on close enhancement.

Safety

The Dynamic Fields control has been hidden on all Safety templates.

Defects

The following defects have been corrected.

• Fixed an issue in Cognos where document reviewers were being excluded when a document did not have a location selected.

• Fixed an issue with the RAM Cognos package where rows were removed incorrectly if a question had no category selected.

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Version 5.13.0 (06/25/2022)

IAM

Users can now attach files and/or add links to closed items without having to reopen the item.

DPM

The following improvements have been made to the keyword search results display in the Document Publishing Portal:

• When running a keyword search, document titles containing the keyword will display first.

• When running a keyword search, documents containing the keyword within the document text display after those documents that contain the keyword in the title.

Defects

The following defects have been corrected:

• Fixed an issue where reviewers were not able to approve migrated documents.

• Fixed an issue where non-CLI notification email templates were reverting to original settings after a system update.

• Fixed an issue where the contingent field button was not displayed for a field within the 4-level list control.

• Fixed an issue with a system delay to save steps when closing the Add Step modal.

Version 5.12.1 (05/07/2022)

Defects

The following defects have been corrected.

• Fixed an issue where non IAM/IM users were only seeing Audit Management and Risk Assessment template types.

• Fixed a misspelled word within a notification email template.

Version 5.12.0 (04/16/2022)

Platform

• Ability to Change the Org Unit on Multiple Items at once. Now you can change the organization unit on multiple instances at once instead of having to go into each instance separately.

• Update Change Ownership & Assignment group permission label. Relabeled the change Ownership & Assignment grou0p permissions to Change Ownership, Assignment, & Organization Unit.

IAM

• Save step and overall item when adding a step within the aggregator control. When adding a step within the aggregator control, when a user clicks ‘Save’ within the modal, the step and overall item are saved.

• Save sub-item and overall item when adding a sub-item within the sub-item control. When adding a sub-item within the sub-item control, when a user clicks ‘Save’ within the modal, the sub-item and overall item are saved.

DPM

Display search tooltip on Document Publishing Portal. A Search Tips link has been added to the Document Publishing Portal. When clicked, a modal shows search examples and explains different search options.

Defects

The following defects have been corrected.

• Internal server error when trying to open reminders on a document. Fixed an issue where an internal server error was being displayed when clicking on Manage Reminders on a document.

• Safety – Contingencies do not work when associated in 4 level list. Fixed an issue where contingent fields were not being displayed when the condition was met in the 4-level list.

• Hover over field (tool tip) displays in incorrect location. Fixed an issue where the ID tool tip was being displayed over a different column header on the dashboard and search results pages.

• Date format in claims details section is in DD/MM/YYY despite division settings. Fixed an issue where the date format was not being displayed per the division settings on the claim page.

• Unable to save changes to all templates. Fixed an issue where users were not able to save a template.

• CLI Hotline email body is missing the ID field. Fixed an issue where the CLI hotline ID field was not being displayed within the email notification.

Version 5.11.2 (04/01/2022)

IAM

Assigned To emails not being sent when the assigned to is updated. Fixed an issue where the assigned to emails were not being sent when the assigned to user(s) were updated/changed to another user.

Version 5.11.1 (03/12/2022)

IAM

Ability to Modify Form Field Data on the IAM Item created from the Submitted Form. IAM users are now able to modify form field data on the item when the user has Item Modify permission allowed.

Version 5.11.0 (02/19/2022)

RAM

• Ability to an Assessment Owner to create/send a reminder. An assessment owner can create/send reminders to all locations with unsubmitted assessments.

• Ability for an Assessment Owner to Modify a reminder. An assessment owner can modify an existing reminder they created.

• Ability for an Assessment Owner to Delete a reminder. The assessment owner can delete a reminder they created.

Platform

• Updated the logic for deactivating list values within default lists. Updated how we handle deactivating list values within the default lists.

The following user interface updates have been made:

• Dashboard moved to the top of the navigation panel

• Utilities moved to the top next to search

• Logged in user menu moved to top far right of screen

• Search field and advance search icon updated

Defects

• Issue with Edit Icon/Gear being half visible. Fixed an issue where only a portion of the edit/gear icon was being displayed.

• Selecting ‘coming due’ or ‘activity’ on a date field will cause the date field not to show up in advance filter options. Fixed an issue where a coming due and activity date field were not being displayed within the advance filter tab.

• When unchecking ‘inherit from item template’ the confirmation pop-up is displaying behind the security modal. Fixed an issue where the confirmation pop-up for unchecking inherit from template was displaying behind the security modal.

• UI issue on Edit/Delete workflow functionality. Fixed an issue where Edit and Delete options were still being displayed after opening the workflow rule edit modal.

Version 5.10.1 (01/08/2022)

Platform

Unable to Save or Edit a Standard Template. Fixed an issue where standard and some custom templates were not being saved when they contained the Category 2 level list.

AM

Audit type and Audit Configuration missing on Auditing Bodies on UI. Fixed an issue where the audit type and audit configuration were missing within the auditing body on the Audit Types & Configurations tab.

RAM

Select Location Control is not Displaying Org Unit Data. Fixed an issue where the org units were not being displayed within the Locations menu for a manager on an assessment.

Version 5.10.0 (12/18/2021)

DPM

Provide access to Document Publishing Portal via an Access Code. Provide a unique access code for users who are working remotely and are outside of their organization’s IP range.

IAM

• Ability to Copy a Primary Item. Users can copy a primary item. This includes all fields and data selected/entered into the fields, attachments, links, permissions, and workflow rules.

• Add group permission for Copy Item. Added a new group permission to allow or deny users the ability to copy items.

• Add informational text to the rule’s designer overlay on item templates. Adding informational text to the rule’s designer overlay on item templates to suggest adding another action to show fields when the workflow condition is not met.

RAM – Assignment Reminders (from Assignee to Delegees)

• Create RAM Reminder Templates. Ability to create RAM reminder templates to use when creating a reminder in RAM.

• Ability for an Assignee to Send a Reminder to Delegees. Assignees can send reminders to delegees who have unsubmitted questions.

• Ability for an Assignee to Modify a Reminder they Created. An assignee can modify an existing reminder that they created.

• Ability for an Assignee to Delete a Reminder. The assignee can delete a reminder they created.

Platform

• Ability to attached Google docs. Added the ability to add Google docs within RAM, AM, DPM, IAM, and IM.

• Ability for an Architect to designate a template as being for Safety or Compliance. Added a drop-down menu to templates for the architect to specify if the template will be used for Safety and Compliance when the organization has a subscription to both.

• Ability to remove Safety or Compliance specific controls/templates upon subscription change. Added the ability to remove safety or compliance specific controls and templates when the organization’s subscription changes.

• Display full name, description, and comments within a tool tip on all grids. The full name, description, and any comments added on an instance will be displayed within a tool tip on all grids throughout the application.

Cognos

Updated the Cognos AM Model to return results quicker when reporting on all 3 levels (audit, claim, and appeals).

Resolved Defects

• Error message when deleting a new group without users. Fixed an issue where an error message was displayed when deleting a newly created group without users.

• Values within a decimal number are being removed within a text field set to decimal as the type. Fixed an issue where values were being removed from a decimal number within a text field set to the decimal type.

Version 5.9.0 (10/23/2021)

DPM

• Ability to Type Ahead within the Locations Field on the Details tab and Publishing Portal. Added type ahead within the Locations field on a document so you can quickly find and add the location to the document. Also added type ahead to the locations field on the publishing portal.

• Ability to Version Archived or Published Documents. Users can create a new version of a document that has been published or archived.

• Display the document title on the document publishing portal. On the document publishing portal, the document’s ti8tle will be displayed on the browse page and within search results.

• Display comments within the Activity Log. Comments added when publishing, finalizing, archiving, and approving a document will be displayed within the activity Log on the document.

IAM

Restrict Modifying of Item ID to Specific Users. Ability to specify who can modify an item’s ID via a group permission.

Platform

Ability to Deselect Radio Button Selection. Users can deselect a selection made within a radio button list.

Cognos

Ability to report on the four-level list and see all 4 levels within reports. Added the ability for users to include the four-level list in Cognos reports and to see all 4 levels (list vales) within the report.

Resolved Defects

Records not loading info in UI. Fixed an issue where field data was not being displayed within the user interface (workflow rules and panels on template/item).

Version 5.8.0 (9/18/2021)

AM Gateway

• Ability to Submit an esMD transmission. Allows the user to submit esMD transmission to the auditor.

• Add Transmission Type to esMD Transmission. Ability to select the transmission type when creating an esMD transmission.

• esMD Transmission Audit trail. esMD transmissions are captured and displayed within the claim’s history.

• Select to whom to send esMD transmission notifications. Ability to select one or more users to have notified via email when an esMD transmission’s status changes or an error occurs.

• esMD Transmissions in Cognos. Ability to include esMD transmissions within a report.

• Ability to Set Up and Modify the Auditors per Appeal Level for an Auditing Body. Ability to select default auditors per appeal level when adding an audit type and configuration on an auditing body when esMD is turned on.

• Create email template for the received status and error notifications. Created a standard notification (email) template to be sent when the auditor receives an esMD transmission. Created another standard notification (email) template to be sent when an error occurs during transmission.

• Display esMD tab with grid on Audit Request page. Created an esMD tab containing a grid to display all esMD transmissions across all associated claims on the audit request.

• Select Attachment(s) for esMD Transmission. Ability to select one or more attachments when creating an esMD transmission.

• Display esMD tab with grid on Claim page. Created an esMD tab at the claim level that will display all esMD transmissions for the specific claim within a grid.

• When creating an esMD transmission, use auditor for the current appeal level. The auditor on the esMD transmission will default to the auditor set up within the auditing body per the appeal level.

symplr Safety

• Four-level list controls are only available on item and form templates.

• Ability to save item templates containing four-level list control.

• Ability to deploy safety content to a customer site when the customer purchases symplr Safety.

• Ability to use the four-level list field for an item.

• Ability to deactivate one or more values within a four-level list.

• Ability to reactivate a deactivated list value within a four-level list.

• Ability to capture and display four-level list field actions within the History Tab of an Instance. The possible actions include add, modify, and delete. The user who performed the action will also be displayed.

• Ability to Turn the four-level list control on or off. The four-level list and four-level list control will be displayed (turned on) or not displayed (turned off) based on the state of the Safety module (enabled or disabled).

• Ability to create a four-level list control and associate the default four-level list to the control.

• Ability to create a default list called Four-Level List. This list is available when the Safety module is enabled.

• Ability to add the four-level list field to a reminder and/or notification template when the associated item/form template contains the four-level list control.

• Ability to use (fill out) the four-level list field on a form.

• Ability to include the four-level list field in the item print when the item contains a four-level list field.

• Ability to associate the four-level list with a lookup list control on an item/form template.

• Four-level list is included in an Advance Search when a user searches by list.

• Ability to insert the four-level list field into an item reminder.

• Ability to report both safety and compliance templates within the same report.

• Ability to deploy compliance content to a customer site when the customer purchase symplr Safety.

Document Publishing Portal

• Documents not associated with a location when published to the portal will be placed within the General Documentation folder.

• The Locations field is now optional on the Details tab when the Document Publishing Portal is enabled.

• Created a General Documentation folder.

• A snippet of text from a document will display within Search results.

• A breadcrumb to show the browse path has been added to the top of the portal page.

• A back button has been added to the top of the Search results page. Users can click the back button to go back to the main portal page.

• Ability to support IP authentication has been added to the publishing portal.

• Ability to view PDF document on the portal.

• Ability to include hyperlinks within a document published to the portal.

• A browse files page has been added to the document publishing portal.

• User can select multiple locations within the Locations field on a document.

• Ability to unplublish a document. When unpublished, the document is removed from all locations on the portal.

• Ability to modify the published document’s location(s) and republish the document in new locations.

• Ability to capture modified locations within the Location(s) field. The changes are displayed within the document history.

• Removed the Manage Portal button and overlay from the document page.

• Ability to search for documents by keyword.

• Document locations can be displayed within a tree structure on the search results page of the DPP.

• Publish Document to Portal overlay screen displays to confirm publish location.

• Ability to select a location when searching for documents on the publishing portal.

Default Lists

• Ability to deactivate list values within the organization roles and state default lists.

• Ability to reactivate inactive list values within the organization roles and state default lists.

• Ability to deactivate list values within the Category (2 level) default list.

• Ability to reactivate an inactive list value within the Category (2 level) default list.

• Ability to deactivate one or more list values within the default Applications list.

• Ability to deactivate one or more list values within the default Stages list.

• Ability to deactivate one or more list values within the default Resolutions list.

Miscellaneous

• Removed the Outlook plugin functionality.

• Updated the maintenance messages to replace ComplyTrack with symplr.

• Updated the Claims Hub. Changed the AM import of negative credit transactions so 835 transactions with negative credit are treated as a debit transaction.

Resolved Defects

The following issues have been corrected.

• Owner control is no longer minimizing in size when clearing the field.

• Compliance documents no longer removed upon migration.

• Workflow rule issued when changing the condition on the org profile field is working properly.

• Open record report link displays properly.

• Template associated with Cognos report displays correctly when disassociating a template report.

• An inactive value within dynamic fields control displays correctly.

• Manage reminders opens correctly.

• Field size displays correctly when selecting values.

• Multi-select list displays correctly when creating workflow rule.

• Correct results now returned when filtering by org units within the advance filter.

• Steps display properly when clicking save multiple times.

ComplyTrack Release Notes v5.7.0 (5/1/2021)

• Ability to include and view the Date/Time of an attachment within reports in Cognos. Note: This is the time the attachment was added to the instance.

• Removed the stage comments from the form status pop up.

• Ability to view a Submitted Form when a user clicks on the link within the notification email. The form will open if the user is logged into the application.

• Updated application colors to align with symplr styles.

• Changed ComplyTrack logos to symplr.

• Updated fonts to align with symplr styles.

• Fixed an issue where an incorrect error message was displayed during people import.

• Fixed a spelling issue with the Determination folder in Cognos.

• Fixed an issue where an error was displayed for an integer type field within a panel.

• Fixed an issue with the Reset to Default not resetting all fields within the advance filter overlay.

• Fixed an issue with the wrong text being displayed in the upload window for an attachment within IE and Edge.

• Fixed an issue where a comma within the report name was causing an error when running the report on the dashboard.

• Fixed an issue where a user was receiving an error message when creating a document.

• Fixed an issue where orphan forms were being created without a custom ID when server not responding.

• Fixed an issue with group permissions on documents so users with Manage Document permission can modify a document.

• Fixed an issue where come template controls were not displaying in Cognos.

• Fixed an issue where deleted items were being displayed within a report.