On behalf of the ZenQMS team I am happy to announce the release of ZenQMS 2016.1! As always, the release does not cost our customers anything and will automatically be available to all users the week of July 17th. The team has been hard at work through this cycle introducing new features and fixing minor bugs.
I also note that we have enhanced our delivery process in two important ways. First, we are moving to a development schedule that targets three major releases per year. To ensure our customers have the best experience and avoid problems of major or critical bugs, quick patch releases will be routine throughout the 2016.1 lifecycle. All releases will be fully documented per our SOPs and Software Development Lifecycle.
The most significant changes/new features include Controlled Copy issuance for any document and Language Localization—we are very excited about both.
Your comments, feedback, and suggestions help us to improve this and future releases of ZenQMS. Send me your thoughts on what we should fix or work on next (panos@zenqms.com)!
Thanks!
-panos.
Documents: Issue, Track, Update, and Destroy Controlled Copies of any Document
In many instances controlled environments require issuance of controlled/numbered copies. Think about sensitive production environments, secure documents issued to particular individuals, etc. ZenQMS makes this very easy to do for any document set to the Controlled Copy security profile.
- Authorized users can issue controlled copies the same way they download normal documents.
- Users can issue a complete or partial Controlled Copy and register critical metadata (e.g. Batch Record ID) and preview their document
- Users can review all past issuances of the document and certify destruction.
Documents: Including Dynamic Headers for Files Exported as Converted PDFs
Clients can now automatically insert a ‘traditionally’ formatted header into any exported PDFs to include key document metadata and custom fields. We updated user timestamps and controlled copy notations to be part of this section. These options can be granted at the category level and toggled on/off at the document level. Headers can include:
- 1st two rows:
- Customer Logo
- Standard Document Fields (Category, Title, Version, State, Effective Date, and Document ID)
- Optional Custom Field row can show up to 3 custom fields
- User time stamp and dynamic page numbering for the whole document including ZenQMS Pages
- Controlled Copy notations: clearly identifiable and including Copy ID# and Notes
Documents: Updated, Shorter Format for ZenQMS Document Pages
We have had a great deal of feedback on the content of our standard pages, including key document settings & metadata. Our new approach for Standard and Detailed PDFs is:
- ZenQMS pages that include key system data for a document, will now be inserted as the final pages of the document
- Entire document will have dynamic/continuous page numbering
- ‘Standard PDF’ Version includes: Revision History & Document Electronic Signatures
- ‘Detailed PDF’ Version includes:
- All document details
- Custom Fields
- Links
- Training Assignments & Test Questions (for authorized personnel)
- Comments
Application Localization
ZenQMS has a worldwide clientele, and we have been moving to make the application friendlier, beginning with addition of Spanish and Simplified Chinese.
As part of the release, the following pages of the application now offer localization:
- Dashboard
- mySettings: Personal Information, Password, and Preferences
- Documents: Controlled Files
- Training: Trainee Records
Additional pages will be localized in future releases!
Document Version Comments in the application & exported PDFs
Now you can view version comments for the current and or all past versions of a document. The view from the Document Management/Review window is below.
Other General Fixes:
- Streamlined password recovery page and new user invite
- Removed “Restricted PDF” option
- Launching DRAFT Review automatically adds all authors to review
Below is a list of all newly implemented User Requirements, Improvements or bugs addressed in this release.
User Requirements (New)
ZENQ-1142 As a user, I would like be able view cross version comments on a single document in Document Management/Review window
ZENQ-1899 As an Authorized User, I want to issue a Controlled Copy of all or part of a document
ZENQ-1904 As an Authorized User, I want to see a table of all Controlled Copies issued for a document
ZENQ-1925 Documents: As an Authorized User, I want to certify destruction of a controlled copy
ZENQ-1912 Documents: As an Authorized User, I want to insert a dynamic header to the converted PDF versions of a document that includes basic document information
ZENQ-960 Languages: As a user, I want the ability to add multiple languages within the application
ZENQ-1319 Login: As an existing User with 2FA enabled, I want the application to remember my device
Functional Requirements (New)
ZENQ-1907 Add Button: “Certify Destruction”
ZENQ-1908 Add Controlled Copies history table to Controlled Copies tab
ZENQ-1906 Add new button: Issue Controlled Copy” which opens the Controlled Copy Issuance window
ZENQ-1903 Add new column “Controlled Copy” to “Manage Category Users” window
ZENQ-1905 Add new tab “Controlled Copies” to Document Management/Review window
ZENQ-1890 Application error logger
ZENQ-1887 DevExpress
ZENQ-1210 Documents: "Document Security" form field for Document Category
ZENQ-1913 Documents: Add controls to Manage Document Category window for inserting document header and custom fields
ZENQ-1926 Documents: Add new admin permission "Can Certify Destruction of a Controlled Copy"
ZENQ-1052 Documents: Create 'Draft Review Workflow Launch' window
ZENQ-1918 Documents: Create Controlled Copy Issuance window
ZENQ-1915 Documents: Create PDF header template that will be added to exported documents
ZENQ-1213 Documents: PDF Watermark settings for Document Categories (User/Time Stamp & Custom Watermark)
ZENQ-1451 Global Elements: "Custom Fields" section will show all active custom fields for the relevant item/page type
ZENQ-1427 Global Elements: Footer on all ZenQMS created PDFs
ZENQ-961 Languages: /controlled-files.aspx
ZENQ-980 Languages: /records.aspx [this is Trainee Records page]
ZENQ-979 Languages: /site--snapshot.aspx
ZENQ-1003 Languages: Localization - /dashboard.aspx
ZENQ-1124 Languages: mySettings > Password
ZENQ-1976 Languages: mySettings > Personal Information
ZENQ-1114 Login page layout, hyperlinks, "Sign In" button and validation logic/actions
ZENQ-1171 Login: "Remember This Device" field and functionality during Security Verification
ZENQ-1120 Login: Password Recovery Page, reCAPTCHA widget & Process
ZENQ-1132 Personal Settings: Preferences page elements and design
ZENQ-1845 Show cumulative version comments in Doc Mgt/Review
ZENQ-1655 Tests: Add button "Duplicate Test"
ZENQ-1498 Users: "Add New User" window & email invitation
ZENQ-1505 Users: "Send Invite" window & email invitation
ZENQ-432 Users: Button "Reset Password" that resets password and security settings and triggers email
Improvements
ZENQ-1923 Add "Authorized Users Can Issue Controlled Copies" option to "Document Security" dropdown to Batch Upload window
ZENQ-1900 Add "Authorized Users Can Issue Controlled Copies" option to "Document Security" dropdown
ZENQ-1961 Add PDF Header with Document Data column for document migration
ZENQ-1901 Add “Authorized Users Can Issue Controlled Copies” option to “Document Security” dropdown
ZENQ-1902 Add “Issue Controlled Copy” link in Document Export Options for authorized users
ZENQ-1226 Auto carry over links to Test Duplicate
ZENQ-1919 Change Title of User Time Stamp option in Manage Document Category
ZENQ-1309 Don't pre-assign authors to Draft Review workflow
ZENQ-1957 PDF header flag for documents added through batch upload
ZENQ-1930 Prevent users from deleting or disabling Custom Fields if they are part of a PDF header
ZENQ-1843 Remove Bookmark feature and related buttons
ZENQ-1911 Remove the "Download a Restricted PDF (standard)" option for exported document PDFs
ZENQ-1173 Show Member Defined Dropdown field list in alpha/ascending order in all places
ZENQ-1909 Update PDF Export formats for all documents including Controlled Copies
ZENQ-1924 Update document migration options for Doc Security column
ZENQ-1916 Update global element footer for different approach with documents
ZENQ-2010 Update password reset logic
ZENQ-973 mysettings > Preferences: Add language preference combobox
Bugs
ZENQ-2003 Add new auditor for 'I am uploading a Client or Regulatory Audit of my GxP site' report type crashes
ZENQ-2009 App message for successfully taking a test is displayed when trying to train on a document
ZENQ-1951 Authors / reviewers get retraining data for automatically created training records
ZENQ-1984 Browser autocompletes password fields
ZENQ-1968 Checkbox text falls on the next line when converting Word to PDF
ZENQ-1950 Compliant users that are no longer assigned get retraining data
ZENQ-1971 Custom Fields Display Order
ZENQ-2002 Field name in comment added when changing value of 'PDF User/Time Stamp' field is wrong
ZENQ-1994 Images inserted into html editors through file import are not exported to PDF
ZENQ-1999 Languages: 'User Retraining Interval and 'Document Review Interval' are localized in comments added when values for those fields are changed
ZENQ-2001 Languages: Changes made at Document Category level are localized in comments added when saving changes
ZENQ-1992 Languages: PDF document header is localized
ZENQ-1990 Languages: Some system emails are localized
ZENQ-1991 Languages: app should enforce the same date format on all languages
ZENQ-1996 Languages: app should enforce the same decimal and thousand separators on all languages
ZENQ-1872 Last login date does not record 1st login
ZENQ-2024 Last row pushed to next page when converting a Word to PDF
ZENQ-1941 Login dates not captured with two-factor authentication
ZENQ-1975 Manage Document Categories: disabled users can be selected as authorized for a step
ZENQ-1960 Non-compliant TR for user assigned to event through a group is not deleted when the user is removed from the event (individually)
ZENQ-1855 Required category steps are wrong when launching the document approval/retirement workflow
ZENQ-2012 Server-side storage of item IDs
ZENQ-1997 UI problems after localization for 1366x768 screen resolution (windows 7, browser IE)
ZENQ-1167 Unsaved work flag still shows after launching retirement workflow
ZENQ-1087 User can set himself as supervisor
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