November 11, 2026 Release Notes

Training Matrix: See every employee you have access to against every quiz, acknowledgement and in-person session on one page. Each cell shows a status (Completed, Not Started, Overdue, Failed, Scheduled, In Progress, Absent or Not assigned), and anyone with Overdue, Failed or Absent training is marked Out of Policy. Requires the Training module.
Search, filter and assign from the matrix: Search by employee name, filter by Site and Team, sort, and use Assign Training without leaving the page. The employee and training columns stay pinned as you scroll sideways, and the matrix is available to Team Lead and above. Requires the Training module.

Archive sites: Archive a site to cancel its schedules and remove access for anyone assigned only to that site. All of its records, deviations and report data are kept. Archived sites are hidden from the site picker and listed on their own tab, and deleting a site is still available.
Site view page: Open a site to see its details on its own page, with the group name shown under the site name and areas editable from there.

Create resources from a record: Operators can add a new resource without leaving a record by clicking Create New in a resource dropdown. The new resource is selected automatically. This works for every resource type and doesn’t require resource creation permission.
Pinned record header: The record header has a new design and can be pinned so it stays visible as you scroll through long records.
Ad-hoc record due dates: Ad-hoc records are now due 24 hours after they start, instead of 7 days.
Receiving on new records: Receiving components accept a product on a brand new record, before it has been saved.

Allow resource creation: Turn on Allow resource creation for a resource dropdown to give operators the Create New option inside records.
Section heading styles: Style section headings so sections are easier to tell apart in long records.
Duplicate key warnings: The form builder flags component keys that differ only by capitalization.
24-hour time inputs: Times entered in 24-hour inputs now save without seconds.

Deviation signature options: Choose for each form whether deviations are signed with one click or with a drawn signature box.
Minor by default: New deviation rules default to Minor.
Deviations tab layout: Long rule and field names fit within the Deviations tab and summary card labels display in full. Deviation buttons also stay in place while a record loads.

Save documents linked to deleted forms: Documents still linked to a deleted form can be edited and saved as normal.
Assign documents to site groups: Dragging a document onto a site group assigns it to the group itself, not to each site beneath it.
Site-aware linking: The form dropdown on a document only shows forms that share a site with it. Links from suppliers, products and customers also stay within the document’s sites.
Replace with the same file name: Upload a replacement document with the same file name as the one it replaces.
Link dialogs: The Link Forms and Link Document dialogs keep their sort order, show the correct row count and stay on your current page as you page through. Link Document also returns results when nothing is linked yet.

Search reports: Use the new search box to find results by record code, form name, or a date as it’s displayed.
CSV export without columns: Exporting records to CSV works when no columns are selected.
Survey answers in reports: Survey answers that contain a period carry through form version updates and appear in reports.

REI and PHI in hours: Enter a chemical’s REI and PHI in hours or days.
Website validation: Supplier and customer website fields only accept valid URLs.
Custom attribute limits: A custom attribute value that’s too long now shows a validation message.