Release: July 25th 2024
Build: 6.2.0.17625
Install ID: sw620_17624

The 6.2.0 release is a maintenance release largely fixing existing issues, but with a few features added in.

Cloud hosted will be updated automatically in the coming days. For on-premise, learn how to upgrade here.

Updates

1. Checklist forms now support sub-lists and sub-forms. This means you can create a checklist form for a purchase order, for example, and have an itemized list inside it. Or you can create a time-off request and let the user breakdown the days they want off. When editing the checklist form, just choose the field type "Sub-List", and then enter the sub-form fields using the fields link that appears below. Choose 'Sub-Form' to allow for just one sub-record to be added.
2. New ways to send assignment reminders to users (eg. attestation reminders):
   1. There's a new action "Send User Assignments" on a user group that will send assignment reminder emails to all users in that group. You can use this, for example, to remind users of their attestations that are pending. It will just send one email to each user, with a list of all assignments for that user.
   2. You can also multi-select users from the Users tab, and then click "Send Reminders". This will send an email to each selected user with a list of any pending assignments (such as attestations).
3. A new report "All Quizzes" shows all the quizzes across the system (available for Wiki Managers, for articles the user has access to), detailing each question (shortened form) and the number of users who have passed and failed. Any questions with less than 25% pass rate, or those not taken at all, will be highlighted. 
4. A new report "Acknowledgements Outstanding" has been added, which works similarly to the Detail report but ONLY shows those attestations that haven't yet been completed.
5. You can now create user groups for departments. By setting "Create User Group" to Yes on a department, it will create a user group mirrored with the users in the department. This lets you use features like hiding policy sections or custom tabs for a particular department, assigning tasks to departments and much more.
6. If you add Custom Tabs and there are too many to fit in one row, the tabs will now wrap to show on two or more rows, instead of cropping at the right margin. (This has been requested by a few customers, but let us know if you want us to make this behavior optional)
7. The Form customizations feature (Enterprise only):
   1. now allows you to update the title of existing fields on system forms, and also reposition them in the form (ie. move an entry field to the top of the form). Please note, that using this feature can make it harder for us to provide timely support, so please let us know ahead of time if you have customized forms. 
   2. You can now hide the "Last Revised" field in the metadata (through Form Customizations, Enterprise edition only), to stop it showing up in pages (at the top in the metadata section) if required.
8. Checklist schedule enhancements:
   1. There's a new report "Scheduled Checklists" that will show all the checklist schedules that are defined across the system, including past submitted checklists.
   2. Checklist schedules now include a "Starting Date" that can optionally specify the date that the schedule should start operating. If none is specified, then the checklist will start immediately. This is only available if you add the checklist schedule through the Explore menu (from the hamburger, Wiki Managers only).
9. Incident Reporting changes:
   1. Custom Incident Forms can now also have sub-forms and sub-lists, allowing incident reporters to include significantly more detailed information. 
   2. Custom Incident Report forms can now be cloned to create a new custom incident report form with a different name but the same fields, which can then be edited. The Clone action can be used for this. (Standard edition or Enterprise edition only)
   3. You can now set an incident report assignee on an asset. If that asset is selected in an incident report, then the incident report will be sent to that user instead of the selected department.
   4. The Incident Report details report now includes the list of attachments, and shows any sub-forms or sub-lists of the custom incident report form.
10. If a template policy has paragraph numbering set, then any article inserted using that template will now also have its paragraph numbering set by default.
11. When editing a table in the policy editor, there is now an option to highlight a column. It will make the background gray and foreground white for all the cells in that column.
12. If a user previously logged in with SSO, they will now have to login using SSO only. This is now even the case for the built-in admin user, for security reasons (if, for example, MFA is set up via SSO and you don't want anyone to find a way to bypass that).
13. You can now enable EMail Login in addition to SSO login. The email login will send a link through email to login. The user will not be able to use email login if they have previously logged in through SSO. (Enterprise only)
14. Disabled users (users marked as disabled in their user profile) are now properly excluded from various user list dropdowns. 
15. The users tab now has a filter at the top to show only enabled users by default. There are other filter options to only show inactive (disabled) users, along with wiki managers or admins.
16. The policy lifecycle report now shows reviews that are in progress. Previously once assigned they would not show on this report. The same applies for policy expiration.
17. There is a new report, "Articles Referencing This", which you can run from any article/policy. Go to Explore mode, click the Reports link and select the report from there. It will list out all the articles in the system that link to the article you are on.
18. There are now options available for the Send Welcome action – if you check the “Use SSO” option, it will send an email with the instruction to click the SSO sign-in option. 
19. The Update Password link in the welcome email is now bare-bones without any other links to the system, to encourage users to set their password rather than being distracted by other options.
20. The AI now uses the latest model from OpenAI, gpt-4o.
21. For Enhanced AI, when overriding the model (eg. gpt-4-turbo or gpt-4) you can now also override the tokens it can process. By default it now assumes 128,000 tokens, but you can override this by putting a pipe and the number of tokens, eg. gpt-4-turbo|128000. Newer models allow for far more tokens in processing, and this opens up allowing Staff.Wiki to send far more context to help the AI engine answer questions. You can also override the endpoint it uses, in case you are using a custom Azure endpoint - specify this after another pipe character after the tokens.
22. For on-premise installations that want to use the Microsoft Office embed feature, there is now a setting on the Configuration tab called 'Internet URL' which you can set to the public-facing URL/hostname of your on-premise site, if the host name is different than what people use to access it internally, or if you have set up a proxy to the internal site.
23. The QR code shortcut link is working again (it used a deprecated Google API which has been updated).
24. The All Policy Status report now also shows unpublished articles (indicating they are unpublished) and indicates when articles were first created.

Fixes:

1. Fixed an issue where images would not print to PDF for some customers.
2. Fixed an issue where in certain situations custom incident report forms wouldn't be accessible in the incident form.
3. Fixed an issue where you weren't able to reorder custom incident report form fields.
4. Fixed an issue where "Only Approvers Edit" wouldn't stop inserts at the top-level if a top-level approver were set for a tab.
5. Fixed an issue where "Only Approvers Edit" wouldn't stop moving articles to areas where they were not an approver.
6. Fixed an issue with the wiki export raising an error for situations where the attachments had become corrupted.
7. Fixed an issue in the main hamburger menu that shows the tab list. It now displays in two columns to avoid issues where there are too many tabs and the screen is too short. 
8. Fixed an issue with the Quizzes tab where it would still list quizzes for articles the user didn't have access to.
9. Fixed an issue with SCIM email address updates, where the update to the email wasn't applied in certain conditions. 
10. Fixed another issue with SCIM group syncing where in certain situations it wouldn't always add members to the group when group synchronization was configured.
11. Fixed an issue where quick entry fields (such the asset name) could cause new entries to be added during a find action if a portion of the name was entered and they pressed enter, if the user was an admin.
12. Fixed an issue with the quiz tab not showing articles in alphabetical order.
13. Fixed an issue with the hamburger menu not appearing in the correct location on the dashboard tab.
14. Fixed an issue where group names ending in certain characters would cause the tabs requiring that group to not appear.
15. Changing a group name will now automatically apply the necessary change to any custom tabs or custom lists that require that group. This will result in the server restarting to apply that change. This was required to fix an issue where tabs can disappear after changing the name of a group.
16. Fixed an issue with printing to PDF if the article contained any inline risk data. It printed codes into the PDF which shouldn't be visible.
17. Fixed some issues with paragraph numbering if you had paragraphs with empty spaces in but no content. It also now doesn't create blank areas where hidden comments were.
18. Fixed an issue with the approval page layout on mobile phones or small devices.
19. Fixed an issue with request acknowledgements for all staff also going out to disabled users.
20. All reports now properly show the date and time in local time (the user's timezone) if it differs from the server's datetime.
21. Fixed the Acknowledgements By Department report to actually prompt for the department rather than just show it. You can leave it empty to show all departments.
22. Some important security fixes were made related to attachments, caching and permissioning. Please contact us if more details are required.
23. The attestation reminder (Explore/Acknowledgements) "Send Reminder Bulk" action (for multi-selection) will no longer send to selected but previously acknowledged users.
24. Fixed an issue where password strength wasn't enforced when adding users manually
25. Fixed an issue where customizing the logo wouldn't show the new logo until the server was restarted.
26. Fixed a security issue with incident reporting relating to formatting.
27. Fixed an issue with the AI Analysis for Incident Reports where sometimes the generate policy suggestion link would not work.
28. Any checklist assignments in the dashboard and reminders emails now direct the user to the page where the checklist is, rather than the task record itself (which caused confusion)