Release Notes 21-06-2024 | ComplyFlow Help Center

21-06-2024 Reports V3 release

Incident Reports

Introduction of a new chart: Incident by Type
- This chart reflects data based on the logged-in User's authority, showing Incident data at the ORG or Site level
- Notifiable Incidents are also counted, but only for Staff Users with the authority to view them
Suppliers and Inspections Reports
- UI improvements the Suppliers and Inspections charts to improve functionality and readability

Improved the document upload modal to display an error message if the connection drops during file uploads
The process for requesting a new token login link for deactivated workers in the ORG with expired tokens now works correctly
Improvements for Restricted Admins
- Fixed an issue with Restricted Admins adding workers already under the Company, ensuring correct matching and functionality
- Restricted Admins can no longer view the profile of workers they don't have access to in the Worker List
- Restricted Admins can now access the Company > Documents List without errors (displaying document visibility and operations limited to the Admin's permissions)
The ‘Send login email’ bulk action feature now alerts all workers with a valid email address, regardless of whether their account is registered.

Enhanced User interface for Staff Users with the restrict_sso_login = 1 flag, preventing login via the general login page and displaying the error message: You can only access ComplyFlow via Single Sign On (e.g., Active Directory / Okta). Please access the ComplyFlow app via these portals or contact your internal IT support
Similar restrictions apply to password reset attempts via the platform
Fixed an issue that caused duplicated records for invited Staff Users from Azure during auto-provisioning
Resolved issues for specific Clients to ensure the First Name and Last Name fields are correctly registered during auto-provisioning

Updates

Added the ability to configure sign-off rules based on dynamic question values, including a new flag: Require a Complete Corrective Action to Close/Sign-off
- When triggered by question-answer values, the Incident status becomes submitted and cannot be signed off until at least one Corrective Action is created and closed.
- Users receive real-time notifications when the flag is triggered
Introduced the ability to configure Standalone Incident Types, ensuring Users cannot select more than one Incident Type when creating or editing an incident

Fixes

File upload functionality now supports files with 1-character filenames
In the Incident Details view, all Notification Managers notified will have a label nm next to their name

Enabled the View/Edit and Add Risk options in the Manage button dropdown for Staff Users with Risk RW access rights
Fixed an issue where Risk Categories are now unique per Risk Area instead of being the same across all Risk Areas

Created a custom link for visitors to sign in without requiring the following fields: Email of the person you are visiting and Purpose of Visit
Applied a fix for iOS device mobile browsers to prevent zooming when filling out fields

Removed the security restriction to access the Reports Module, allowing all Users to access it. Data visibility will depend on their access rights and authority across the modules.

System Emails > Weekly Corrective Actions Reminder

Updated the design of the Weekly Corrective Actions Reminder for Audit/Inspection and Standalone email alert, with a new subject line: Weekly Reminder - Outstanding Inspection Actions
- The functionality remains unchanged, with emails sent every Monday morning

The GET Staff List Endpoint has been updated to allow retrieval of Staff List data for a specific site based on the Staff User’s status in the ORG or on the specified Site.
Additional details here: Get Staff list