Updated: 05-NOV-2024

Update 05-NOV-2024: The UAT template does not need updating with recent changes to the traceability matrix. Please continue to use v35 for any validation testing you are performing.

Description

We are pleased to bring you the All New Documents Module!

 

With this update we have a new look and feel to the Documents Module, as well as added some new functionality to improve your ability to manage your Documents. In addition, we have added the ability for account administrators to configure and lock the email notification settings for all users in their account. Across the application there are also some other minor UI updates, improvements and bug fixes.. Please view the traceability matrix for more details. The highlights of new features in the All New Documents Module are:

 

  • Cleaner and more consistent look and feel
  • Category specific permissions, workflows and custom fields 
  • The Document file and metadata on one page
  • New version structure: Major and Minor
  • Annotate the Document on the screen including suggested edits, periodic reviews, and draft reviews
  • State specific watermarks that will be visible on the screen and in PDF export
  • Visible and exportable Account Audit Trail
  • Add supporting files as attachments 

Schedule

Update 10-OCT-2024: We will be delaying the release of the all-new Documents module to accommodate client requests for more time to assess/validate the release and to incorporate some client feedback. We have updated the date below with the new deployment date. Update 05-NOV-2024: Sandbox deployment date has been moved from Friday 22-NOV-2024 to Wednesday 20-NOV-2024.

 

Due to the impact on users of this release and the time it will take to perform this update, we will apply the updates to sandbox and production separately. Production will occur over the weekend, to provide as little interruption to normal operations as possible. 

 

Sandbox

Date: 20-NOV-2024 (Wednesday)

Time: 8am EDT

Downtime: 2-3 hours

 

Production

Date: 30-NOV-2024 (Saturday)

Time: 8am EDT

Downtime: 2-3 hours

 

Impact

This release has a major impact on all users using the Documents Module, from administration and configuration management, to viewing documents, and completing training on a document. We have developed some resources to help you understand the details of the changes that have been made and to help assess the impact to your organization.

 

Additional Resources

Access to a test environment

You can now log into test2.zenqms.com and try out the All New Documents Module ahead of 26-OCT. This environment is refreshed every Friday with your latest production data.

 

Webinars 

We hosted a webinar series in the spring of 2024, please visit here for the recordings of these webinars. We will be re-running this webinar series leading up to October 26th, click here to sign up.

 

Knowledge Base

We have an All New Documents Module Overview series of articles covering topics such as: Transitioning to the All New Documents Module, New Features, Permission Mapping, Metadata Mapping, and more.

We also have a New Document Categories Overview series of articles which do a deep dive into configuring your new document categories. 

We also have a New Insight Documents Dashboard revamped to coincide with the All-New Documents Module.

 

UAT Template

An up to date copy of the UAT template is available in your Auditor Share Account. 

Update 05-NOV-2024: The UAT template does not need updating with recent changes to the traceability matrix. Please continue to use v35 for any validation testing you are performing.

 

Documentation

This release is being managed through change control 301-77.  You can download a copy of the first stages of the system release record, including the requirements and testing traceability matrix for release notes here 29.0.0 System Release Record 301-77 Release Notes. An entire release record will be available for review after the release is completed, in the auditor share account.

 

As noted above, we expect 2-3 hours of downtime per environment.

 

Version Details

ZenQMS comprises a microservice architecture that breaks up large functions into smaller services. This reduces risk in the development and release process. This flagship release version is composed of the releases of the individual services components. It is entirely possible for a component service to not change versions in a release cycle even if other components do. Here is the summary for this release.

 

ZenQMS Release 29.0.0 contains the following “FixVersions”. We use FixVersion as an internal versioning scheme for our modules/services and maintain them in Jira.

 

AUTH 5.12, CCM 6.0, DM 3.0, IM 7.0, INSIGHT 2.0, PDF 9.0, TM 6.0, TRAIN 3.0, ZENQ 26.0

 

Updated Modules

This release is mainly focused on the Documents module however, this module is inherently connected to other areas of the application. Many  of the changes/updates in the other affected modules are UI or bug related. Please see the full release notes for more detail.

  • Account Backup 
  • Administration
  • Change Control
  • Daily Summary emails
  • Documents
  • Import/Export Data service
  • Insights
  • Issues
  • Login/Authorization
  • PDF generation service
  • Reports
  • Settings
  • Tasks
  • Training

Unchanged Modules

  • Audits
  • ZenSign

Important Notes

  • This announcement plus the banner announcement in the application to ALL users is our formal announcement for the release.
  • Deployment (as always) is handled by the ZenQMS team.

For questions please email help@zenqms.com.

 

Scope Changes To This Release

Since the original publication of the release notes, we have added the following items to the traceability matrix:

 

Changes on 10-OCT

Additions

  • DM-5766: Document Category: PDF Export options - allow users to have better control of which rows are included in PDF Header (Metadata, Custom fields, Printed by & Time stamp)
  • DM-5823: Custom field changes should apply to all category versions and all documents
  • DM-5836: Integrate the "Can set a Training Item as Compliant / Non-Compliant for any user" with Manage Assigned Trainees -> Actions options
  • DM-5837: Integrate the "Can See Training Records for Whole Company" with Manage Assigned
    Trainees table
  • DM-5845: Documents: Keyword search should return results based on changes made in
    Collaborative Editing
  • DM-5846: Document PDF Export: Header on exported PDFs should follow new category settings that allow users to hide the row with Document ID & Name
  • DM-5847: Document PDF Export: Header on ZenQMS Data Page should have default settings in case header is turned off at the document level
  • DM-5853: Documents must be limited to just one Draft Review workflow at a time
  • DM-5870: Default Settings and Default Training Settings are editable for Active Categories
  • INSIGHT-434: Insights Documents Dashboard: Documents Details table mapped to Created Date
  • ZENQ-6577: Deprecate "Documents: Folders" page

Changes on 05-NOV

Additions

  • PDF-824: Update Bookmarks section in exported PDFs from ZenQMS to recursively include bookmarks/outlines of the attached files (word & PDF)
  • DM-5697: Outlines for PDF rendering of document on View/Edit Document page

Removals

  • The following cards have been removed from the traceability matrix as they were included in error: DM-1622, DM-1625, DM-1994, DM-2383, DM-2399, DM-2457, DM-3700, TRAIN-306, TRAIN-307, TRAIN-308, TRAIN-309, TRAIN-310, TRAIN-311, TRAIN-312, TRAIN-314, TRAIN-315, TRAIN-316, TRAIN-317, TRAIN-318, TRAIN-319, TRAIN-320, TRAIN-321, TRAIN-322, TRAIN-323, TRAIN-324, TRAIN-325.
     
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