Summary
The Site Documents release introduces a comprehensive solution for managing compliance documents across sites. This update provides an intuitive interface for categorising and tracking site documents, enhancing the user experience with streamlined navigation and real-time updates. It also includes robust compliance tracking features to ensure accurate document status reflection and timely notifications, ultimately improving operational efficiency.
Site Documents Module
Global categories, previously missing from the category dropdown, are now accessible and usable across all organisations
An issue where the View Document History button did not display the history table has been resolved, and the table now appears correctly
When uploading a Site Document from the Site Detail view, the Site was not automatically selected; it is now pre-selected during the upload process
An issue where the View Documents menu item in the Site Documents table was not working has been fixed, and it now functions correctly
Filters in the Site Documents section displayed incorrect records, and the View Documents menu item was non-functional; these have been resolved to show the correct records and enable functionality
When uploading a Site Document from the Site Detail view, the Category was not automatically selected; it is now pre-selected during the upload process
Site Documents uploaded via the onboarding slide-over panel were not appearing in the Site Documents tab; they now display correctly
An issue preventing the Site Documents List View from loading has been fixed
The Upload File button did not appear after adding a category in the Site Documents Tab; it now appears as expected
The merge checkbox in the Upload Site Documents section was disabled; it is now functional
The Site List view in the Site Documents module was inaccessible due to a fatal error; this issue has been fixed
The Category dropdown was displaying non-global documents from other organisations; it now only shows global categories
The Expiring Soon status and filter in Site Compliance were not working correctly; documents expiring within 90 days now display correctly and the filter functions properly
Staff with Site R permissions were unable to view the Site Documents tab; they can now access it in read-only mode
The Supersede panel lacked a confirmation modal; a modal now appears before closing the panel after uploading a file
Entering a long string without a separator in the Uploader Comment field broke the view; this has been fixed to handle long strings correctly
The Version field in the Supersede Site Document panel did not show versions beyond 10; it now correctly displays and saves all versions
Files set to be merged briefly appeared before the merging process was completed; they no longer display during the process
Users could select past expiry dates when superseding a document; they can now only choose future dates
When superseding an expired document, the new expiry date was not saved, and the document status did not update; this has been fixed
Users were unable to add multiple Site Document Categories due to an error; they can now add multiple categories without issues
Users could not supersede documents with an Expiring Soon status despite receiving a success message; this issue has been resolved
The Preview function in Site Document management did not work for PDF files; it now supports JPG, PNG, WEBP, and PDF file previews
Staff with Site R permissions could upload site documents but the documents did not appear in the table; the upload function is now correctly restricted
The Supersede button in the list view did not work for Users with Site R permissions; it is now functional
The Supersede button was visible to unauthorised Users but did not function; it is now disabled with a tooltip explaining the restriction
The Document Owner filter did not work when the Not Required status was enabled; this has been fixed
The panel for documents with a Pending Upload status kept buffering and did not open; it now opens correctly
Filters other than Document Owner did not work for Pending Upload documents; all filters now apply correctly
Clicking View Site Documents in the monthly email did not apply the correct status filter; the filters for Pending, Expired, Expiring Soon, and Needs Updating now apply properly
Emails were showing non-existent documents; they now only display valid documents from the client app
The Owner Name did not appear when assigning a document to a Staff member with the Email Sent status; it now displays correctly
Users could not mark documents with Needs Updating status as Not Required; this issue has been resolved
Staff with Site R permissions were unable to delete their own documents; they can now delete them
Staff with Site R/W permissions at the Organisation level could not delete documents from unassigned sites; they now have the correct permissions
The Delete button was sometimes unresponsive; it now functions consistently
When the only file in a category was deleted, the status did not update to Pending Upload; it now updates correctly
Documents with a Needs Updating status did not appear in the Site Compliance chart; they now display with labels and percentages
Users were able to upload multiple files for a document with a Pending Upload status, which should allow only one; an inline validation message now appears if multiple files are uploaded
Users received an error when saving files in Pending Upload status; this issue has been resolved
A This value is required warning appeared when the Category field was auto-filled; the warning no longer appears
The Owner field appeared invalid when adding new Site Documents; it now defaults to the uploader
Documents with a Pending Upload status were not filtered correctly by the Site filter; this issue has been fixed
A fatal error occurred on the Client Dashboard for a specific User and Organisation due to expired site documents; the issue has been resolved
The form now resets correctly after dismissing a file in Pending Upload status
Users were unable to create Not Required documents after removing a Site Document Category; this issue has been fixed
When a category was removed and re-added, documents with a Pending Upload status were not created; this has been resolved
The Supersede button was disabled without a tooltip explaining why; a tooltip now provides clarification
Users could not delete superseded Site Documents; they can now be deleted without errors
Extending the expiry date on a document with Expiring Soon status did not update the status; it now updates to Uploaded correctly
Site Contacts did not receive alerts for documents with an Expiring Soon status; they now receive notifications as expected
Not Required documents had inconsistent names when a Site Document Category was removed; document names now remain consistent
Live Access
Sensitive data for live access was being printed in logs; this has been fixed by ensuring proper exclusion at the session log level