Release: 1/26/2023
Build: 5.0.0.14014
Install ID: sw50_14014

Installation Instructions (note: Cloud editions are upgraded automatically)  

1. Wiki Managers can now see all new article drafts that other wiki managers created, after they're inserted but before they're published. Previously the articles couldn't be seen by others until they are published. Wiki Managers will see a placeholder for the article, and can view the contents of the draft in the "History" link at the bottom. End-users still do not see the article at all.
2. There is now a chat widget in the approver review and editing page! Approvers and drafters can add comments on a change while reviewing it, or while editing, which will be emailed out to all other approvers and the originator. New chat entries will be displayed in real-time. Approvers can also add comments if they go to the History link to see the change. 
3. AI assistant! We're currently testing a major Artificial Intelligence feature that can provide several advanced assistance functions while editing that can save you a lot of time. This can be accessed with the AI button in the article editor toolbar (lightbulb icon):
   1. Suggest a quiz for the page. Will come up with questions and multiple-choice answers to test the user on their knowledge of the article. These are suggested and can then be edited/corrected by the editor before being published.
   2. Perform a risk analysis of a policy or procedure. This will parse your policy and describe the risks the AI thinks that the policy is mitigating, and in what way it mitigates them. These are then quantified and added into the article in a section, so they can be clicked to view in our new inline risk visualizer, and then tracked in a central risk register (Enterprise edition only). 
   3. Create an interactive checklist, optionally generating forms and workflow. Simply provide a prompt, eg. "purchase order workflow", and the AI will try to create a checklist, with the forms for each stage, and assign the relevant stages to specific user groups to create workflow. Very powerful feature!
   4. Creates a summary of the page. This can be used as an introduction, or put into the metadata excerpt.
   5. Elaborate a selected sentence or paragraph. This will lengthen your selected text, adding in additional information.
   6. Rewrite the article in a more professional style.
   7. Create a list of hashtags suitable for the article.
   8. Create a paragraph on the topic of your suggestion.
   9. Create a draft of an entire policy or procedure article for the topic of your suggestion.

      (Note: These features are an early test and utilize a third-party AI service. Please read the warnings before using the feature.)

4. Risk visualizations! You can now add risk information directly into articles! When editing an article, select text that describes a risk, then click the "Add Risk" button in the toolbar. This will pop up a form where you can enter in quantified risk data related to that risk. Also, you can select text that describes a risk mitigation, then click "Add Mitigation" button in the toolbar, and then specify how that mitigation impacts the identified risk. Once published this will show a link to the user that, when clicked, will pop-up a risk visualization, showing all the risks and mitigations described in that article. In the Enterprise edition, it will also show a "Track Risk" and "Track Mitigation" button that will add the risks and mitigations into the Risk Register, linking them for tracking and the ability to link the mitigations to policies and task lists.
5. Changes to Approver workflow:
   1. You can now add unlimited approvers to an article. Previously we only showed 4 approvers per article, but now you can add as many as needed to any article.
   2. You can now add user groups as approvers. All the users in the selected user group will have to approve changes.
   3. User groups can override the approver level of users in that group. So if a group is set as an approver, and it's set to level "Second", then the users in that group will all approve the article after all "First" level approvers have reviewed it. This takes precedence over any approver levels set on individual users, if specified.
   4. If an article is set to "Approvers Edit Only", an article will no longer have the edit icon visible (regardless of their role). Instead the user must use the menu and select "Update". If the user is not an approver, then it will not let them complete that Update action. 
6. You can now add unlimited required User Groups to the settings form of an article, meaning there is no limit to how many user groups can be specified as a requirement to view an article. The user needs to be in any one of those user groups.
7. Headers within articles can now be linked to. Hover over a sub-heading and a link icon will appear. Click the link icon to copy the link to the clipboard. That link can now be used to link directly to that sub-heading within the article.
8. Acknowledgement and attestation changes:
   1. New report "Outstanding Attestation Groups by User" that shows all attestations (created by attestation groups) that are still pending across the system, grouped by user.
   2. There is a new option on the Configuration tab "Require Acknowledgement Signature". By default this is set to No, but if it's set to Yes then any acknowledgements or attestations will require the signature to be completed. (This can be set to No if you have accessibility concerns with some users not being able to complete the signature).
   3. When requesting acknowledgement (attestation) and a quiz is required, they will now have to retake the quiz if the Since date field is set and they last took the quiz prior to that date.
   4. If a user is asked to complete a quiz as part of a regular Attestation Group, they will have to retake the quiz for the period they are attesting for. eg. if you specify Quarterly, then the user will have to retake the quiz every quarter.
   5. If a user is asked to complete a checklist, then the checklist must be completed in the period specified (either in the Since field, or as part of the Attestation Group frequency period).
   6. If a user has multiple outstanding attestations for the same page they have not yet done, and then acknowledge one of them, it will mark all outstanding attestations for that same page as being done, with a special flag of "Incomplete" for any except the most recent.
9. Checklists can now be assigned to groups, instead of just users. All users in the group will be notified, and will see the assignment as active. Any one of them can process/complete the checklist entry.
10. You can now set a Minor Version of a policy. Previously you could only specify the major version. This information is displayed in the Stats link. When Publishing, you can specify whether it's a Major Revision, which will increment the major version number. Otherwise only the minor version will increment. The previous "Minor Change" option in that form is now called "Don't Send Updates".
11. The Stats page now shows the metadata values set on the article, if they're set.
12. Additional fields are provided in a page's metadata page under a "Policy Metadata" section, including the owner of the policy, applicable standards, original publication date, and target audience.
13. The risk management report no longer includes the chart of risk mitigation history, as this was seen as unnecessary and took up a lot of space in the report.
14. For importing documents from Word that contain many images, we now have a utility that can be installed that will assist in this process (otherwise images do not transfer). Please contact us for more details.

    Fixes:

15. Fixed an issue with the search results page on mobile view not displaying correctly.
16. In the rare occasion that an issue with the search engine should arise, it will now automatically be resolved as it forces the index to recreate.
17. Fixed an issue with the Add User button where the Manager dropdown would sometimes not contain any entries.
18. Adding tasks to a risk mitigation (that are incomplete) now automatically marks the mitigation as being non-performing, recalculating the current associated risk values.
19. Fixed some issues with column alignment in the risk mitigation list
20. When pasting text that may have a white background or black text, that formatting is no longer transferred into the editor (as this interfered with showing the differences colors). Other colors are still transferred.
21. Fixed some issues with certain risk probability/impact calculations after mitigations were applied.
22. Reduced background server communication for inactive Staff.Wiki tabs, for performance reasons.
23. Fixed an issue where very large summary text put into the metadata would stop the page from publishing.
24. Fixed an issue with the navigator on the risk mitigation page
25. Fixed some attestation group issues where a user not having access to one of the articles could stop the attestation group from being sent out.
26. Fixed an attestation issue where requiring that a page's video is watched would sometimes reset the watched status for users not involved in the request.
27. Fixed an issue with pasting from another editor window where images and some text would be removed.

Important Notice: Unlike previous releases, if you downgrade from v5 to v4 after modifying approvers on articles, those approver settings will be lost and will need to be re-entered. Other areas should downgrade gracefully.