29.2.0 Release Notes

Description

This minor release introduces some key enhancements across Documents, Insights and Training modules, as well as important performance enhancements and bug fixes across the app.

Key updates include:

• Ability to Extend Training Due Dates for users from their Training Dossier. This will be available for Account Administrator or users with permission "Can Set a Training Item as Compliant / Non-Compliant and Extend Due Dates For Any User".
• Ability to add additional columns on training tables from Main Dashboard and Training Dashboard. Depending on the selected view from Dashboard, the list of new available columns might include: Item ID, Item Type, User Email, User Title, Supervisor Name, Supervisor Email, Site Name, Site Q-ID, Category.
• Important performance enhancements when completing training on Documents or when opening Documents for view/edit/review due to changes in the way we are rendering the PDFs. Dynamic information like user email and time stamp from PDF header and watermark were replaced with placeholders when documents are rendered within ZenQMS. However, when Documents are exported and downloaded as PDFs, time stamp and user email will be correctly captured included in the final file.
• Ability to save and delete filter views in Insights Dashboards.
• Ability to navigate to items inside ZenQMS from insights Dashboard, by clicking on item ID or name.
• Restricting the ability of adding Plain Text / Instructions custom fields to the PDF Header of Documents.
• Updating Account Audit Trail Event text for revisions created by a collaborative editing session.
• Removing "Comments" field from signatures required when completing training on Documents.
• Adding Document Category Name in the PDF header of exported Documents.
• Adding "Created at" column in Settings -> Document Categories table.
• Updating the columns for Items Past Due section from Main Dashboard to include: Module, Item Name, Item Type, Stage/Description, Due Date.
• Adding the ability to download SCORM .zip file for Account Admins and SCORM Owners.
• Implemented a 15-minute expiration timeout for Training Sessions on SCORM items to ensure alignment with the expiration settings in ZenQMS.
• Added additional options for Retraining Interval on SCORM items: 36, 48 and 60 months.
• Updated User Experience on My Downloads page by exposing Download option as the first column.  

Key critical and major bug fixes include:

• PDF-875: Document not indexed in CloudSearch and not showing in the keyword search results because of encoding issue
• DM-6731: Single Line Text custom fields from Documents are not saving entered data
• IM-1491: Stage Completed but UI Shows "Alert Sent" for signatures
• IM-1394: Stage Custom Fields: updating a stage custom field label in a draft category version should not have any impact on Full Table
• DM-6632: Attempting to load an Annotation page (either Draft Review or Periodic Review) with too many comments does not allow the file to render
• DM-6629: Version comments and Descriptions can no longer be edited during the Approval Workflow (state = Awaiting Approval), if user is Super User or has category permission " Can Edit Document Details, Category Defaults, Custom Fields, and Links"
• DM-6588: Export of Documents Full Table When Using the Search Function Is Not Working Correctly
• DM-6664: Incorrect next_review_date on Original Document After Document Upversion 
• DM-6787: Documents Effective Date transactions not appearing in the Account Audit Trail table
• DM-6552: Switching from Draft Review page tab to Home tab will give "It looks like you found an error, we are working hard to resolve it"
• TRAIN-875: Training: Trainee Records > Groups view is not loading for clients with many roles and users
• INSIGHT-484: Inaccurate Counts for Completed Document Reviews in Documents Insights Dashboard
• IM-1520: Multiple Super Editor workflows able to be launched, causing one to remain stuck
• DM-6631: Removing category permissions isn't working on My Company Main Dashboard, Viewing a Document, and Settings->Roles/Permissions slider causing users to access items they shouldn't any more
• DM-6559: Documents Full Table: Default Sort on Export can be Non-Deterministic (Duplicate/Missing Records)
• DM-6539: Clicking Item is Obsolete is launching the retirement workflow, when it should first launch the periodic review workflow
• DM-6504: Periodic Review workflow for Approved documents appearing in Items Past Due in any dashboard
• DM-6185: "Documents" custom fields (old module) are still displayed under Administration -> Configuration screen
• DM-5891: Version History Date column is showing approval date, it should show date it entered current status

Please view the traceability matrix for more details on the full list of enhancements and bug fixes included in the release.

Schedule

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. Both will occur outside top hours, to provide as little interruption to normal operations as possible.

Sandbox

Date: 06-MAR-2025

Time:  1pm UTC / 8am EST 

Downtime: 20 minutes starting 1:40pm UTC / 8:40am EST

Production

Date: 07-MAR-2025

Time:  10am UTC / 5am EST 

Downtime: 30 minutes starting 10:40am UTC / 5:40am EST

Impact

This release impacts users in the Audit Reports Module, Documents Module, Change Control Module, Issues Module, Tasks Module, Training Module, ZenSign Module.

Documentation

This release is being managed through change control 301-94. 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 29.2.0 System Release Record 301-94 Release Notes. An entire release record will be available for review after the release is completed, in the auditor share account.

We expect 20 minutes of downtime per Sandbox environment and 30 minutes of downtime per Production 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. As such this flagship release version is actually 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 29.2.0 contains the following “FixVersions”. We use FixVersion as an internal versioning scheme for our modules/services and maintain them in Jira.

AUTH 5.14, DM 3.10, IM 7.4, INSIGHT 2.1, MIG 4.6, PDF 9.4, REP 4.0, TM 6.2, TRAIN 3.4, ZENQ 26.6, ZenSign 1.2

Updated Modules

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

Unchanged Modules

• Notifications emails
• Public API

Important Notes

• This announcement plus the banner announcement in the application to ALL users is our formal announcement for the release.
• You can now log into test2.zenqms.com and try out the changes from 29.2.0 release ahead of 07-MAR-2025. This environment was refreshed on 09-FEB-2025 with your latest production data and will be available for you to login starting 24-FEB-2025. 
• An updated copy of the UAT template will be available in your Auditor Share Account.
• Deployment (as always) is handled by the ZenQMS team.