31.1.0 Release Notes

Alina Cobarzan • Created • Last updated

Description & Highlights

Release 31.1.0 delivers significant advances across enterprise integrations, training record management, analytics via Insights Pro, and platform extensibility, all aimed at helping customers extend ZenQMS into more areas of their quality operations while reducing manual effort and strengthening compliance.

Several capabilities reach General Availability in this release: the Microsoft Entra ID and Okta integrations expand into full user lifecycle management; the new Salesforce integration automatically creates ZenQMS Issues from Salesforce records, eliminating duplicate data entry and ensuring quality events tied to commercial or other events captured in salesforce are captured consistently.

This release also introduces new capabilities in Limited Availability: Custom Workflow Modules, which let customers standardize a broader range of quality workflows - like lab investigations, supplier actions, or engineering changes - in a single validated system rather than managing them across spreadsheets and disconnected tools; the Integration Builder, which puts self-service integration design in the hands of business users so workflows can extend beyond ZenQMS into other systems without developer involvement, while keeping every action captured in the audit trail for unified compliance oversight; AI-Assisted Test Question Generation, which helps Quality Managers build document-based training assessments faster while preserving full reviewer control and clear audit trail distinction between manual and AI-generated content; Insights Pro brings self-service dashboard design, automated metric alerts, and scheduled exports to authorized users, turning quality data into a continuous management signal rather than a periodic reporting exercise; and New "Completed on Prior Version" Status for Training records, which gives customers control over how training completion status is displayed by introducing a distinct status for records completed on prior versions of documents and SCORMs that don't require immediate retraining.

The Microsoft Entra ID integration enters General Availability with expanded synchronization capabilities. Building on the user provisioning, lifecycle management, and role synchronization delivered in 31.0.0, this release adds manager-to-supervisor relationship sync, user type filtering, and automated user deactivation and reactivation based on Entra lifecycle events. Organizations using Microsoft Entra ID as their identity provider can now configure a more complete and automated user lifecycle management experience within ZenQMS.

The Okta integration enters General Availability with the same expanded synchronization capabilities introduced for Microsoft Entra ID. Building on the user provisioning, lifecycle management, and role synchronization delivered in 31.0.0, this release adds manager-to-supervisor relationship sync, custom user field mapping, user type filtering, and automated user deactivation and reactivation based on Okta lifecycle events. Organizations using Okta as their identity provider can now configure a more complete and automated user lifecycle management experience within ZenQMS.

A new one-way integration between Salesforce and ZenQMS is available in General Availability. Administrators can configure the integration using a multi-page wizard that maps Salesforce record types and fields to ZenQMS Issue fields. Once configured, ZenQMS Issues are automatically created when corresponding Salesforce records are created or updated, based on the defined field mapping.

Insights Pro continues as Limited Availability in this release, expanding the analytical capabilities available to Insights Pro subscribers. Authorized users can now access Analyze mode directly within ZenQMS to create, edit, and share custom dashboards using available ZenQMS data elements. This release also introduces automated metric alerts and scheduled exports of dashboards and visualizations, enabling proactive monitoring and recurring reporting without manual intervention. Additionally, Single Line Text custom fields are now supported for Insights enablement, and dashboard auto-customization has been retired in favor of self-service design through Analyze mode. Insights Pro is available to customers with an active Insights Pro subscription. To learn more, contact your ZenQMS Customer Success representative or submit a ticket to HelpDesk at support.zenqms.com.

AI-Assisted Test Question Generation is now available in Limited Availability as an early access feature. Account Administrators can opt in by enabling the "Suggest Training Challenge Questions" toggle in Settings - AI Features. This means the feature is available to all accounts in 31.1.0, and we are actively looking for feedback as we continue to refine it. Once enabled, Document Authors/Editors can request AI-generated questions for document-based training tests directly from within ZenQMS. The system generates candidate questions from the document content, presents them for review, and allows each question to be accepted as-is, edited before accepting, or rejected with feedback. Audit trail entries distinguish between manually created and AI-assisted questions.

Workflows is now available in Limited Availability. It introduces the ability to define and manage custom workflow module types beyond the built-in Issues and Change Controls workflow modules - supporting use cases such as investigations, assessments, forms, & much more. Administrators can create named modules with configurable icons, define templates (categories) within those modules, and manage items using the same workflow structures, permissions, and audit trail capabilities already established across the platform. Custom module items appear on the Main Dashboard Assignment Status graph, can be linked to any item in ZenQMS, and are accessible through a new centralized Workflows landing page that consolidates full table views, template management, and module configuration. This feature is disabled by default for all users. To request access, please contact your ZenQMS Customer Success representative or submit a help desk ticket at support.zenqms.com. Once a ZenQMS representative enables the feature, all users will see the new Workflows icon in the side navigation and can access the Items Full Table which consolidates all their Issues and Change Controls in one place. As new custom modules are configured, their items appear in the Full Table as well. Administrators additionally see the Templates and Custom Modules tabs, allowing them to begin configuring custom modules.

The Integration Builder capability is now available in Limited Availability. This new capability puts self-service integration design in the hands of business users. With the "Can Build Integrations" permission, authorized users can use no code tools to build and manage event-based workflows that extend beyond ZenQMS into other systems, without requiring developer involvement, while keeping all integration activity captured in the audit trail for unified compliance oversight. To request access, contact your ZenQMS Customer Success representative or submit a ticket to HelpDesk at support.zenqms.com.

New "Completed on Prior Version" Status for Training Records is now available in Limited Availability, providing more clarity on training completed on prior versions of documents and SCORMs that don't require immediate retraining. When a document is up-versioned and doesn’t require immediate retraining, users who completed training on the prior version receive a system-generated virtual training record. In previous releases, these records were displayed with the same status as actively signed records, creating ambiguity. This release introduces a distinct "Completed on Prior Version" status and N/A values for due and completion dates, surfaced consistently across dashboards, the User Dossier, the Manage Assigned Trainees slider, all exports, training reports, and Insights - making the distinction clear to reviewers without requiring manual explanation. This feature is available by request and will not be enabled by default, giving customers control over how training completion status is displayed across their organization. To request enablement, contact your ZenQMS Customer Success representative or submit a ticket to HelpDesk at support.zenqms.com.

This release continues the navigation improvements introduced in 31.0.0. Top navigation tabs now support drag-and-drop reordering, dynamically resize as additional tabs are opened, and display subtitles for improved contextual clarity. The previous 15-tab limit has been removed, and tab state is preserved when switching between tabs. Quick Links and Recently Viewed Items have been relocated to a new dropdown in the top navigation bar. The current system version number is now visible in the expanded sidebar. The user menu item on sidebar "Status" label has been updated to "System Status."

Detailed Updates

  • Microsoft Entra ID Integration - The Microsoft Entra ID integration enters General Availability in this release with expanded synchronization capabilities. Building on the user provisioning, lifecycle management, and role synchronization introduced in 31.0.0, this release adds manager/supervisor sync, user type filtering, and automated user deactivation and reactivation based on Entra lifecycle events.
    Detailed updates include:

    • INT-143 - [Entra Integration]: Allow optional syncing of Entra user manager relationships to ZenQMS user supervisor assignments with configuration toggle and real-time updates - Administrators can now enable optional synchronization of manager-employee relationships from Microsoft Entra ID to ZenQMS supervisor assignments. An "Enable Manager/Supervisor Sync" toggle is available in the integration configuration wizard and is disabled by default for backward compatibility. When enabled, supervisor assignments are set during initial sync based on each user's manager in Entra, and updated in real time via webhook when manager relationships change. If a user's manager does not exist in ZenQMS, the supervisor assignment is left unchanged rather than cleared. No audit trail event is logged when the supervisor value remains unchanged.

    • INT-144 - [Entra Integration]: Allow administrators to map and sync Entra user fields to ZenQMS user custom fields during configuration and ongoing user updates - Administrators can configure field mappings between standard Entra user properties and ZenQMS user fields - including user custom fields - through a new field mapping page in the integration configuration wizard. Default mappings are provided for common fields. Mapped values are synchronized during initial sync and updated in real time via webhook when field values change in Entra. Only primitive field types are supported. Each ZenQMS field can be mapped to at most one Entra field, and administrators can remove mappings individually.

    • INT-145 - [Entra Integration]: Allow administrators to filter user synchronization by userType using optional multi-select checkboxes - Administrators can now restrict which users are synchronized from Entra to ZenQMS by enabling optional filters based on userType. Filtering is disabled by default. When enabled, administrators can define exclude criteria using multi-select checkbox groups for each field independently. Users who were previously synced but no longer match active filters are not removed from ZenQMS.

    • INT-212 - [Entra Integration]: User status in ZenQMS is automatically deactivated or reactivated based on deletion or restoration of the corresponding Entra user - When a user is deleted in Entra, the corresponding ZenQMS user is automatically set to inactive and can no longer log in. When a deleted user is restored in Entra, the corresponding ZenQMS user is reactivated. If no corresponding ZenQMS user exists for the deleted or restored Entra user, no changes are made. All status changes driven by Entra lifecycle events are recorded in the audit trail.

    • INT-351 - [Entra Integration]: Welcome emails are not sent for users created or updated via Entra ID sync - The system no longer sends an automatic ZenQMS welcome email when a user is created or updated via the Microsoft Entra ID integration sync. Welcome email suppression is scoped to the Entra ID sync path only - users created manually outside the integration continue to receive the standard welcome email. This prevents SSO-provisioned users from receiving inapplicable password setup instructions that do not apply to their access method.

  • Okta Integration - The Okta integration enters General Availability in this release with the same expanded synchronization capabilities introduced for Microsoft Entra ID. Building on the user provisioning, lifecycle management, and role synchronization introduced in 31.0.0, this release adds manager/supervisor sync, custom user field mapping, user type filtering, and automated user deactivation and reactivation based on Okta lifecycle events.
    Detailed updates include:

    • INT-147 - [Okta Integration]: Add optional Manager/Supervisor Sync toggle to automatically map Okta manager relationships to ZenQMS supervisor assignments during user sync and webhook updates - Administrators can now enable optional synchronization of manager-employee relationships from Okta to ZenQMS supervisor assignments. An "Enable Manager/Supervisor Sync" toggle is available in the integration configuration wizard and is disabled by default for backward compatibility. When enabled, supervisor assignments are set during initial sync based on each user's manager in Okta, and updated in real time via webhook when manager relationships change. If a user's manager does not exist in ZenQMS, the supervisor assignment is left unchanged rather than cleared. No audit trail event is logged when the supervisor value remains unchanged.

    • INT-148 - [Okta Integration]: Allow administrators to map and sync Okta user fields to ZenQMS custom user fields for automated user data synchronization - Administrators can configure field mappings between standard Okta user properties and ZenQMS user fields - including user custom fields - through a new field mapping page in the integration configuration wizard. Default mappings are provided for common fields. Mapped values are synchronized during initial sync and updated in real time via webhook when field values change in Okta. Only primitive field types are supported. Each ZenQMS field can be mapped to at most one Okta field, and administrators can remove mappings individually.

    • INT-149 - [Integration]: Allow administrators to filter user synchronization by userType using optional multi-select criteria in integration configuration - Administrators can now restrict which users are synchronized from Okta to ZenQMS by enabling an optional filter based on userType. Filtering is disabled by default. When enabled, administrators define exclude criteria using a multi-select dropdown. Users who were previously synced but no longer match active filters are not removed from ZenQMS.

    • INT-213 - [Okta Integration]: Deactivating ZenQMS users when deleted in Okta and updating user status when restored with the same email - When a user is deleted in Okta, the corresponding ZenQMS user is automatically set to inactive and can no longer log in. When a new Okta user is created with the same email as a previously deleted user, the ZenQMS user's active status is updated to reflect the new user's status rather than creating a duplicate record. If no corresponding ZenQMS user exists, no changes are made.

    • INT-350 - [Okta Integration]: Suppress automatic welcome email for users provisioned or updated via Okta sync - The system no longer sends an automatic ZenQMS welcome email when a user is created or updated via the Okta integration sync. Welcome email suppression is scoped to the Okta sync path only - users created manually outside the integration continue to receive the standard welcome email. This prevents SSO-provisioned users from receiving inapplicable password setup instructions that do not apply to their access method.

  • Salesforce Integration - A new pre-built one-way integration between Salesforce and ZenQMS is available, enabling automated creation of ZenQMS Issues based on Salesforce record events.
    Detailed updates include:

    • INT-117 - [Salesforce Integration]: Multi-page configuration wizard to map Salesforce record types and fields for automatic creation of ZenQMS issues via one-way sync - Administrators can configure the Salesforce integration using a multi-page configuration wizard that maps Salesforce record types and fields to ZenQMS Issue fields. Once configured, the integration automatically creates ZenQMS Issues when the corresponding Salesforce records are created or updated, based on the defined mapping. The integration is one-way: from Salesforce to ZenQMS.

  • Audit Trail Technical Enhancements - These selected user stories and related requirements represent a series of technical updates that make existing audit trail transactions for Training, Documents, Issues, and Change Controls available directly within the self-service audit portals in ZenQMS (Settings -> Account -> Audit Trail). Up until now, visibility into these audit trail subjects was only available through a HelpDesk request. These changes do not affect the audit trail source itself or Part 11 requirements. Please view the traceability matrix for the full list of cards included in this initiative.

    • ZENQ-7888: As a Quality Manager, I want all transactions from Change Control, Issues and Tasks modules to display complete and accurate metadata in the Audit Trail so that audit records are comprehensive and support compliance reviews

    • ZENQ-7889: As a Quality Manager, I want to ensure all key user and system actions are fully visible in the Audit Trail so that compliance and traceability requirements are met

    • ZENQ-7892: As a Quality Manager, I want clear audit trail visibility for all key SCORM training actions so that training records are complete, traceable, and support compliance requirements

    • ZENQ-7931: As a Quality Manager, I want clear audit trail visibility for all key training actions (courses, documents, tests, SCORM, workflows, assignments) so that training records are complete, traceable, and support compliance requirements

    • DM-8187: As a Quality Manager, I want clear audit trail visibility for key document actions so that compliance and traceability are ensured in the Documents module

    • TEC-924: As a system administrator, I want Change Controls, Issues and Tasks modules to handle audit trail events directly without relying on the audit-worker, so that audit logging is more reliable and maintainable.

  • Application Navigation Experience - ZenQMS continued enhancements to the navigation experience introduced in 31.0.0. This release delivers improvements to the top navigation bar and sidebar, including tab management, secondary navigation consolidation, and contextual clarity improvements.
    Detailed updates include:

    • ZENQ-7862 - [UI/UX]: Move Quick Links and Recently Viewed Items to new dropdown menu in top navigation - Quick Links and Recently Viewed Items were removed from the "Create New +" sidebar button and relocated to a new dropdown menu in the top navigation bar, accessible via a down arrow icon in the upper right corner. Existing Quick Links and Recently Viewed Items behavior is preserved.

    • ZENQ-8213 - [Quick Links]: Adding new Quick Links or removing existent ones is disabled (starting with release 31.1.0) while existing Quick Links remain available and functional - The ability to create new Quick Links or delete existing ones has been disabled in this release as part of the Quick Links consolidation work. Existing Quick Links configured prior to this release remain in place and continue to function. No previously configured Quick Links were removed.

    • ZENQ-7863 - [UI/UX]: Improve Top Navigation - Users Can Reorder Tabs and Tabs Auto-Resize Dynamically - Top navigation tabs now support drag-and-drop reordering and dynamically resize as additional tabs are opened, ensuring all open tabs remain visible without overflow. The previous "see more" overflow menu has been removed. Tab order is persisted across sessions. Navigation behavior, routing, and tab content are unchanged.

    • ZENQ-7958 - [UI/UX]: Display current system version number in sidebar when expanded and hide when collapsed - The current system version number is now displayed in the expanded sidebar, providing immediate version visibility without navigating to Settings. The version number is hidden when the sidebar is collapsed.

    • ZENQ-7959 - [UI/UX]: Improve Navigation Context by Displaying Title and Subtitle Across All Views - Top navigation tabs now display a subtitle alongside the existing title and icon, providing contextual information about the current view. Subtitles are shown across four scenarios: full table views, add new flows, item and module content views, and main module entry views. A tooltip on hover reflects the same title and subtitle information. Layout and display rules follow the defined design specifications for each scenario.

    • ZENQ-7960 - [UI/UX]: Remove limit on number of open tabs in top navigation and preserve tab state when switching - The previous limit of 15 open tabs in the top navigation has been removed. Users can now open tabs without restriction. Tab state is preserved when switching between tabs, ensuring no content reset or data loss when navigating across open tabs.

    • ZENQ-8137 - [UI/UX]: Sidebar menu label changed from "Status" to "System Status" to clarify application status for users - The sidebar menu label previously displayed as "Status" has been updated to "System Status" to clearly indicate that the link refers to application status rather than user account status.

  • Continuing Education Credits in Documents Tables - The Continuing Education Credits field introduced in 31.0.0 for Document and SCORM document subtypes is now fully surfaced across the Documents Full Table and Documents Archive Table, including column display, filtering, advanced filter support, exports, and AI-assisted filtering.
    Detailed updates include:

    • TRAIN-2061 - Add Continuing Education Credits column with filtering options to Documents Full Table through column picker - The Continuing Education Credits column is now available in the Documents Full Table via the column picker. The column is hidden by default and can be added or removed by users. Column-level filtering supports numeric operators including equals, greater than, and less than. The column is included in saved table views. Credit values are displayed using standardized decimal formatting: whole numbers display without decimal places, values with a single significant decimal display one place, and values with two significant decimals display both.

    • TRAIN-2062 - Add Continuing Education Credits column to Documents Archive Table through optional column picker - The Continuing Education Credits column is now available in the Documents Archive Table via the column picker. The column is hidden by default and supports the same column-level filtering and decimal display formatting as the Documents Full Table.

    • TRAIN-2081 - Documents Full Table and Documents Archive tables: Exports (CSV, Excel, Account Backup) should include Continuing Education Credits column - CSV and Excel exports from the Documents Full Table and Documents Archive Table now include the Continuing Education Credits column when it is enabled in the table view. The Account Backup Documents.csv and ArchiveDocuments.csv files always include the column regardless of table view state. Decimal formatting in exported files matches the formatting displayed in the UI.

    • TRAIN-2082 - Manual Advanced Filters: Add Continuing Education Credits as filter condition to Documents Full Table and Documents Archive tables - Continuing Education Credits is now available as a condition in the Manual Advanced Filters panel for both the Documents Full Table and Documents Archive Table. Supported operators are: Equals, Does Not Equal, Is Greater Than, Is Less Than, Is Greater Than or Equal To, and Is Less Than or Equal To. The condition can be combined with other filter conditions using And and Or connectors.

    • TRAIN-2105 - Documents and Archive Full tables (UI and csv/xlsx exports): Ensure Continuing Education Credits values display consistently in UI, PDF, CSV/XLSX exports using standardized decimal formatting - Continuing Education Credits values in the Documents Full Table, Documents Archive Table, and their CSV and Excel exports now follow consistent decimal formatting rules aligned with the PDF export format: whole values display without decimals, values with one significant decimal display one place, and values with two significant decimals display both places.

    • AI-135 - Add CE Credits Support to AI Advanced Filters in the Documents Full Table - The AI-powered Advanced Filters feature for the Documents Full Table now recognizes and processes queries referencing Continuing Education Credits, file extension, and content type. Users can describe filter conditions for these fields in natural language, and the system generates the appropriate filter queries. These fields can be combined with other existing filter conditions.

  • Public API - This release delivers expanded Public API capabilities across response standardization, user custom field support, item creation flexibility, external field support, rate limiting, and token verification.
    Detailed updates include:

    • API-123 - Public API: Include Item Key in single item retrieval response for unique identification - The Item Key (Key ID) is now included in the response of single item retrieval endpoints for Issues and Change Controls, eliminating the need to retrieve this identifier via the last-modified-items endpoint. The exposed value honors the configured Key Format and is backward compatible with existing consumers.

    • API-124 - Public API: Expose Due Date for Current Issue/Change Control Stage - The current stage due date is now exposed directly in Issue and Change Control item responses, matching the due date displayed in the UI. Consumers no longer need to calculate this value by combining stage start date and configured duration.

    • API-125 - Public API: Expose Completion timestamp field for items to support accurate reporting - A completion timestamp is now included in Issue and Change Control item responses for completed items. The field reflects the actual completion event rather than an inferred value, and is null or absent for items that have not been completed.

    • API-160 - [Public API]: Include total record count in Items search query responses - Items search query responses now include a total_records field reflecting the total number of records matching the search criteria, consistent with the behavior of other search endpoints. This allows consumers to calculate the number of pages required without additional requests.

    • API-148 - Public API: Retrieve available user custom fields and filter by user type for integration mapping - The POST v2/custom-fields endpoint now accepts a search parameter to filter results to user custom fields only. Responses include an is_user boolean field, and a corresponding is_user filter is available in the search request. This supports dynamic field mapping in integration configuration workflows.

    • API-149 - [Public API]: Allow user creation to include custom field values in request and response - The POST v2/users endpoint now accepts custom field values in the request body, using the same format as the existing PATCH v2/users/{id} endpoint. Users can be created with custom field values in a single API call. Custom fields are optional for backward compatibility. The response includes the created user with all custom field values populated.

    • API-162 - [Public API]: Support external fields for items, including filtering and search via API endpoints - The external_system and external_url properties are now supported on Issues and Change Controls via Public API. These fields are accepted on item creation, returned on all relevant v1 and v2 item endpoints, and available for filtering and search via the v2 items search endpoint. These fields are not exposed in the ZenQMS UI.

    • API-163 - [Public API]: Users can retrieve a list of category types with search and filter options via the v2 endpoint - A new POST v2/category-types/search endpoint is now available, returning a paginated list of category types with their id, type, plural name, API name, enabled status, and timestamps. The endpoint supports Lucene search across all returned fields and is accessible to all Public API tokens.

    • API-164 - [Public API]: Users can create items via v2 endpoint without specifying item type, with category inferred from category ID and permissions enforced - A new POST v2/items endpoint is now available for item creation. The category type is automatically inferred from the provided category ID, removing the requirement to specify a hard-coded item type. Token permissions are enforced on the new endpoint.

    • API-111 - [Public API]: System administrators can configure per-member and per-token API rate limits, ensuring token limits do not exceed member limits and returning 429 with Retry-After when exceeded - The Public API now supports configurable rate limits at both the member level and token level. Member rate limits define the maximum requests per member per hour, with a default of 60,000. Token rate limits cannot exceed the associated member's limit. When a rate limit is exceeded, the API returns a 429 response with a Retry-After header. Rate limit configurations are managed via the Data Transfer Request process.

    • INT-182 - [Public API]: Add endpoint to verify API token validity and permissions for secure access - A new token verification endpoint is now available that accepts an API token as a Bearer token and validates it against a list of required permissions. The endpoint returns 200 when the token is valid and active and meets all required permissions, 400 when the token is inactive or lacks required permissions with details on missing permissions, and 401 when the token does not exist.

  • Reports - Seven standard reports in the Reports Library were updated or added in this release, covering Tasks, Documents, and workflow history data.
    Detailed updates include:

    • REP-748 - [Settings: Reports] Update Report "Tasks: Tasks Full Table Report" - An updated version of the Tasks Full Table Report is now available in the Reports Library. HTML formatting has been removed from the Task Details and Task Assignee Response fields, ensuring clean plain-text output in CSV and Excel exports. The report includes all available task fields: member, key, parent item and stage, status, title, task type, due date, assignee names and emails, task details, assignee response, date started, days open, task creator, completion date, and parent item stage fields.

    • REP-752 - [Settings: Reports] Update Report "Documents: Document URL Report" - The "Document Links Report" has been renamed to "Documents: Document URL Report" in the Reports Library. Report content and column structure are unchanged.

    • REP-754 - [Settings: Reports] Update Report "Change Controls: Change Control Workflow History Report" - An updated version of the Change Control Workflow History Report is now available. The source query has been optimized for improved performance. Report content and column structure are unchanged.

    • REP-755 - [Settings: Reports] Update Report "Issues: Issues Workflow History Report" - An updated version of the Issues Workflow History Report is now available. The source query has been optimized for improved performance. Report content and column structure are unchanged.

    • REP-762 - [Settings: Reports] Create Report "Documents: Documents Full and Archived Table Combined Report" - A new report is now available in the Reports Library that combines all items from the Documents Full Table and Documents Archive Table into a single export. The report supports CSV and Excel formats and includes the full set of document metadata fields available across both tables.

    • REP-763 - [Settings: Reports] Update Report "Documents: Documents Full Table Detailed Report" - An updated version of the Documents Full Table Detailed Report is now available. Invalid characters that could cause malformed Excel exports have been removed from the Description and Version Comments fields. Report content and column structure are unchanged.

    • REP-764 - [Settings: Reports] Update Report "Documents: Documents Archive Table Detailed Report" - An updated version of the Documents Archive Table Detailed Report is now available. Invalid characters that could cause malformed Excel exports have been removed from the Description and Version Comments fields. Report content and column structure are unchanged.

  • Additional enhancements across the application aimed at improving user experience, strengthening compliance traceability, expanding import/export configuration capabilities, and maintaining platform resilience. Updates span Training, Documents, Issues, Change Controls, Workflows, Integrations, and AI-powered features.
    Detailed updates include:

    • TRAIN-2141 - Main Dashboard (Assignment Status - Training) and Training Dashboard tables: Add dedicated "Retraining" column to UI tables and exports, with selectable visibility and consistent values across UI and CSV/Excel files - A dedicated "Retraining" column is now available in the drill-down tables on the Main Dashboard (Assignment Status - Training section) and Training Dashboard. The column is visible by default and can be shown or hidden via the column picker. Values are displayed as "No Retraining Required" for Document, SCORM, and OJT training records where the retraining interval is set to Never, "Retraining Required" for records where a retraining interval is configured, and "N/A" for all other item types and inactive records. The Due Date column now displays the actual due date for all records. The Retraining column is included in CSV and Excel exports with values consistent with the UI.

    • TRAIN-2058 - Training Dashboard - Drill Down Tables for Training Status and Training Pipeline sections: Show Training Status as colored text tags instead of icons for improved clarity - Training status indicators in the Training Dashboard drill-down tables were updated from icon-only display to colored text tags with explicit labels. Status values displayed are: Past Due (red), New/Incomplete (yellow), Coming Due (yellow), Not Due Yet (green), and Completed (green). Filtering and sorting by status column, and export to Excel, reflect the updated display. This change aligns the Training Dashboard with the status display format used on the Main Dashboard.

    • ZENQ-7930 - Training Dashboard: Dynamically update Status filter values based on selected pie/bar chart in Training Status and Training Pipeline sections - The Status filter in the Training Dashboard drill-down tables now updates dynamically based on which chart segment the user selects. Clicking a specific color segment on the Training Status pie chart or Training Pipeline bar chart pre-filters the Status dropdown to show only the values relevant to that segment. When multiple segments are selected, the dropdown shows the combined set of applicable status values.

    • TRAIN-2122 - [Training Module] Apply consistent behavior when opening a page from training module through direct URL and always take the user to the requested page - Navigating to a Training module page via a direct URL, bookmark, or referenced link now consistently opens the requested page and sets focus on it, regardless of whether the page tab is already open in the top navigation bar. If the tab is already open, focus is returned to the existing tab. If the tab is not open, it is opened and the user lands on the correct page. This behavior applies whether the user is already logged in or must authenticate first.

    • ZENQ-7993 - Administration - QAB: Remove Announcements tab and all announcement-related functionality - The Announcements tab has been removed from the Administration - QAB section in Settings. The feature was no longer in use as all announcements are now handled via Pendo in-app banners. All other QAB functionality is unchanged.

    • DM-8324 - [Documents]: Effective Date set to Days from Approval only accepts values between 0 and 365, shows error for invalid entries, and defaults to 0 if left empty - When the document Effective Date option is set to "Days from Approval," the days field now accepts only values between 0 and 365. An error message is displayed when an invalid value is entered. The field defaults to 0 when left empty.

    • MIG-662 - [Import Configurations]: Allow unlimited stage transitions to be defined and imported via the Category Stages-Transitions Excel template - The Category Stages-Transitions tab in the Configuration Import/Export template no longer restricts the number of stage transitions that can be defined. Configurations with more than four transitions can now be exported and re-imported successfully.

    • MIG-677 - [Import Configurations]: Allow unlimited stage assignees to be defined and imported via the Category Stage Assignees Excel template - The Category Stage Assignees tab in the Configuration Import/Export template no longer restricts the number of assignees that can be defined. Configurations with more than three stage assignees can now be exported and re-imported successfully.

    • MIG-678 - [Import Configurations]: Allow unlimited stage workflow participants to be defined and imported via the Stage Workflows Excel template - The Stage Workflows tab in the Configuration Import/Export template no longer restricts the number of roles that can be defined. Configurations with more than five workflow participant roles can now be exported and re-imported successfully.

    • WF-124 - Rename references to 'Category' to 'Template' on the view/manage Template pages - References to "Category" on the view and manage Template pages have been updated to "Template" across the page title, General Settings field labels, Roles/Permissions slider, and the move action button and modal. Underlying data, behavior, and permission assignments are unchanged.

    • WF-177 - Generalize the permission names in Template Roles/Permissions to say "Item" instead of the specific module name - Permission labels in the Template Roles/Permissions experience now use the generic term "Item" or "Items" instead of module-specific terms such as "Issue" or "Issues." The updated labels are: "Can See All Items (Read Only Access)," "Can Edit Active Stage of Any Item," "Can Edit Completed Stages of Any Item (Super Editor)," "Can Create New Items," and "Can Delete Items." No changes were made to permission behavior, assignment storage, or enforcement.

    • WF-202 - [Issues, Change Controls, Workflows]: Rename Category dropdown to "All Templates" and Category column header to "Templates" in full table views and, Issues and Change Controls module dashboards, and on the Main Dashboard - Assignment Status table - The "Category" filter dropdown in the Issues, Change Controls, and Workflows full table views has been renamed to "All Templates." The "Category" column header in these same tables has been renamed to "Templates." The same rename has been applied to the Category column on the Issues and Change Controls module dashboards and in the Main Dashboard Assignment Status table. Underlying filter behavior, column data, sorting, and filtering are unchanged.

    • INT-216 - [ZenQMS Connector]: Update documentation for connector actions - The Integration Builder documentation for the ZenQMS Connector has been updated to reflect the current set of available connector actions.

Limited Availability Features

Insights Pro (self-service Dashboards; automated alerts; scheduled exports)

  • Insights Pro - this subscription-based add-on continues as Limited Availability in this release, expanding analytical capabilities available to Insights Pro customers across three capability areas: self-service dashboard design (Analyze mode), automated alerts, and scheduled exports. 
    Detailed updates include:

    • INSIGHT-772 - [Insights Pro]: Access Analyze Mode with Proper Permissions - Users assigned the "Insights: Design Dashboards" permission can now access Analyze mode directly from the Insights section. Analyze mode loads the GoodData dashboard editor within the ZenQMS navigation frame, allowing authorized users to create and modify dashboards without leaving the application. Access requires the Insights module to be enabled, the account to be part of the Insights Pro segment, and the Design Dashboards permission to be assigned to the user's role. The Edit Mode option is not visible to users who do not meet all three conditions.

    • INSIGHT-773 - [Insights Pro]: Create a New Dashboard in Analyze Mode - Users with Analyze access can create new dashboards from scratch using the GoodData editor. The editor provides access to all available ZenQMS data elements, including any account and stage custom fields enabled for Insights Pro. New dashboards are saved with a user-defined name, stored within the account, and immediately available for editing and sharing.

    • INSIGHT-774 - [Insights Pro]: Edit a Dashboard in Analyze Mode - Users with Analyze access can edit dashboards they created or dashboards shared with them with edit permissions. For Insights Core (pre-built) dashboards, users must first save a copy using the "Save As New" option before editing. This preserves the original Core dashboard in its unmodified state for all other users. Changes saved to custom dashboards are immediately visible to all users with access.

    • INSIGHT-775 - [Insights Pro]: Share a Dashboard with Other Users or Groups - Users with the Design Dashboards permission can share dashboards they created with individual users or groups within their account. Sharing supports two permission levels: View only and Edit/Modify. Existing share permissions can be modified or revoked after initial sharing. Dashboards cannot be shared with users or groups outside the current account.

    • INSIGHT-737 - [Insights Pro] Link Issues & Change Controls to tasks so that tasks can be filtered by parent workflow custom fields - Tasks in Insights Pro can now be analyzed using custom fields from their parent Issues or Change Controls. Account and stage custom fields enabled for Insights Pro on parent records are automatically available as dimensions in Task-based visualizations and tables, without requiring additional configuration. Native parent workflow attributes (category, type, status, key) are also available as selectable dimensions. Tasks are correctly grouped and filtered by inherited parent field values.

    • INSIGHT-721 - Insights Pro: Expand Insights-enabled custom field types to include Single Line Text, and retire dashboard auto-customization in favor of Analyze - Single Line Text custom fields are now supported for Insights enablement for both Stage and Account custom fields, expanding the set of field types that can be toggled on for use in Insights datasets. With Analyze now available, the automatic addition of custom fields as dashboard filters and table columns has been retired. Custom fields enabled for Insights remain materialized in the data model and are available for manual use through the Analyze editor. Existing customers who previously saw auto-applied custom field columns or filters on Documents and Training dashboards will no longer see these out of the box; those customizations can be recreated and extended through Analyze.

    • INSIGHT-428 - [Insights Pro]: Allow users with Insights Pro license to create, manage, and receive email alerts for dashboard visualizations based on defined metric conditions - Users can now set up alerts on dashboard visualizations to receive email notifications when a metric meets a defined condition. Alerts are configured from the widget's options menu and support threshold conditions, optional attribute slicing, period-over-period comparisons, and configurable trigger behavior (continuous or fire-once). Active dashboard filters at the time of alert creation are snapshot-saved with the alert. Alerts can be paused, edited, or deleted at any time. Notification emails are sent from noreply@zenqms.com with the sender name ZenQMS Insights and reflect the organization's white-label logo and color theme. This feature is available exclusively to Insights Pro subscribers.

    • INSIGHT-429 - [Insights Pro]: Allow users to schedule automated exports of dashboards and visualizations - Users can schedule recurring email delivery of entire dashboards or individual visualizations to recipients inside or outside the organization. Supported export formats include PDF, PPTX, PNG, XLSX, and CSV depending on whether a dashboard or visualization is being exported. Schedule frequency options are daily, weekly, or monthly, with optional start and end dates. Scheduled exports can be paused, edited, or deleted. Export emails are sent from noreply@zenqms.com with the sender name ZenQMS Insights and reflect the organization's white-label settings. This feature is available exclusively to Insights Pro subscribers.

AI-Assisted Test Question Generation

  • AI-Assisted Test Question Generation - Quality Managers can now request AI-generated test questions for document-based training directly from the document training configuration. The feature generates candidate questions from the document content, presents them for review, and allows questions to be accepted, modified, or rejected before they are added to the test. The feature is now available in Limited Availability as an early access feature. Account Administrators can opt in by enabling the "Suggest Training Challenge Questions" toggle in Settings - AI Features. This means the feature is available to all accounts in 31.1.0, and we are actively looking for feedback as we continue to refine it.
    Detailed updates include:

    • AI-130 - Allow users to access AI assistant for Document Training Test Question Generation - The AI test question generation feature is accessible from the document training test configuration when the AI feature setting is enabled for the account and the document meets the required configuration. Users without the required setting or document configuration do not see the option.

    • AI-129 - Request the Generation of Test Questions for Documents Training - Users can trigger AI question generation from the document training test configuration. Optional context can be provided to guide the generation. Progress updates are displayed during generation to indicate that the system is processing the request.

    • AI-131 - Review AI Generated Test Questions for Documents Training - After generation, users are presented with a review table of candidate questions. Each question can be accepted as-is, edited before accepting, or rejected. User feedback on rejected questions is captured to inform future generation quality.

    • AI-132 - Audit trail for user interactions with Test Generation Agent - Audit trail entries now distinguish between training test questions that were manually created and those that were AI-assisted. These events are recorded under the Training module.

Workflow Modules

  • Workflow Modules - Workflow Modules is a new capability that allows organizations to define and manage custom workflow module types beyond the built-in Issues and Change Controls modules. Administrators can create named modules with configurable icons and display settings, define templates within those modules, and manage items using the same workflow structures already established across the platform. This feature is disabled by default for all users. To request access, please contact your ZenQMS Customer Success representative or submit a help desk ticket at support.zenqms.com. Once a ZenQMS representative enables the feature, all users will see the new Workflows icon in the side navigation and can access the Items Full Table which consolidates all their Issues and Change Controls in one place. As new custom modules are configured, their items appear in the Full Table as well. Administrators additionally see the Templates and Custom Modules tabs, allowing them to begin configuring additional custom modules. This feature is available in Limited Availability in this release for two reasons: it represents the initial release of this capability and we are actively seeking feedback as we continue to refine it, and certain capabilities available in Issues and Change Controls modules are not yet supported in Workflows. The following are not included in this release of Workflow Modules: adding a custom module to the side navigation as a standalone entry, email notifications, Public API support, Insights dashboards, Reports, and the ability to toggle the Workflows module on or off from the Active Modules page. 
    Detailed updates include:

    • Module Management

      • WF-2 - New option 'Workflows' in side navigation menu and Workflows landing page - A new "Workflows" entry is available in the side navigation menu. Selecting it opens the Workflows landing page, which presents three tabs: Full Table, Templates, and Modules. The landing page provides a centralized location for viewing workflow items, managing templates, and configuring modules.

      • WF-3 - Show/Edit Workflow Module Details from the Workflows -> Modules landing page - The Modules tab on the Workflows landing page displays all configured modules in a card-based grid layout. Each module card shows the module icon, name, dashboard visibility status, and an edit button. Clicking the edit button opens a detail slider where administrators can update module metadata including name, plural name, icon, and display settings. Modules are sorted alphabetically by name.

      • WF-5 - Icons selection for adding and updating a workflow module - A predefined set of icons is available for selection when creating or editing a custom workflow module. Administrators select from the available icon set via a dropdown when configuring a module. All accounts are presented with the same icon options.

      • WF-63 - Update all account audit trail messages to reflect 'Workflow Modules' terminology - Audit trail entries for actions related to custom modules now use the updated product term "Workflow Modules" in place of the legacy term "Custom Modules." Existing historical audit trail entries are unchanged.

      • WF-79 - Admins can create a custom Workflow Module from the Workflows landing page with configurable fields and validation - Administrators can create new custom Workflow Modules from the Workflows landing page using the "Create New - New Module" option. The creation slider requires a Name (3-70 characters) and Plural Name (4-71 characters), and auto-populates the Plural Name and API Name fields based on the Name input. The single quote, double quote, and backtick characters are not permitted in module names. Modules are visible to all users after creation.

      • WF-96 - [Workflows]: Only Administration Account Super Users can view and access the Modules tab and page - The Modules tab on the Workflows landing page is visible and accessible only to users assigned to the Administration Account Super User role. The tab is not displayed to other users.

      • WF-97 - [Workflows]: Create New Module and Template button only visible and accessible to Administration Account Super Users on Templates and Modules tabs - The "Create New" button on the Templates and Modules tabs of the Workflows landing page is visible and actionable only to users with the Administration Account Super User role. The button is not displayed to other users.

      • WF-115 - Auto-populate Plural Name and API Name fields from Name input when creating a Workflows Module - When typing in the Name field during module creation, the Plural Name and API Name fields auto-populate in real time. Auto-populated values can be manually overridden.

      • WF-156 - [Custom Modules]: Prevent users from entering single quote, double quote, or backtick characters in custom module names during create and edit - Module name fields during creation and editing now reject single quote, double quote, and backtick characters. An error is displayed if these characters are entered. This validation applies to both the Name and Plural Name fields.

    • Template Management

      • WF-17 - New permission "Access to Workflow Templates" to allow Roles to be assigned to access the workflow template tab - A new account-level permission, "Access to Workflow Templates," is available in the Roles/Permissions configuration. Administrators can assign this permission to roles to grant access to the Templates tab and its management functions. The Administration Account Super User role has this permission assigned by default.

      • WF-66 - Templates tab on the Workflows page to show all Templates from all Workflow types - The Templates tab on the Workflows landing page displays a table of all templates across all workflow module types, including Issues, Change Controls, and any custom modules. Columns include Name, Key, Version, State, and Description. All columns support sorting and filtering. Quick filters above the table allow users to filter by module.

      • WF-91 - Clicking 'Create New' on the Templates page allows admins to Create New Templates (categories) - Administrators can create new workflow templates from the Templates tab using the "Create New - New Template" option. The create template experience matches the existing template creation flow for Issues and Change Controls.

      • WF-93 - Create New button on Workflows landing page to support creation of Modules and Templates - The "Create New" button on the Workflows landing page presents a dropdown with two options: "New Module" and "New Template," available from both the Modules and Templates tabs respectively.

      • WF-94 - [Workflows]: View and manage workflow templates (categories) page with module-specific icon and header, matching Issues and Change Controls functionality - The view and manage template page for Workflow Modules matches the existing design and functionality of the Issues and Change Controls category management pages. The page header and icon reflect the specific module type.

      • WF-95 - Users can export the Workflow Templates table to Excel or CSV, including applied filters, sorting, and selected modules, with results available in the My Downloads tab - The Workflow Templates table can be exported to Excel (XLSX) and CSV formats. Exports reflect the current state of the table including applied filters, sort order, and selected module. Exported files are available in the My Downloads tab.

      • WF-106 - Support navigation and automatic redirect from legacy URLs to new /workflow-template-{uuid} pattern with feature flag control and error handling - Workflow template pages now use a unified URL pattern of /workflow-template-{uuid}. All legacy URL patterns are automatically redirected to the new pattern, ensuring backward compatibility with existing bookmarks and links.

      • WF-124 - Rename references to 'Category' to 'Template' on the view/manage Template pages - References to "Category" on the view and manage Template pages have been updated to "Template" across the page title, General Settings field labels, Roles/Permissions slider, and the move action button and modal.

      • WF-200 - [Workflow Templates Table]: Add Module column as first column with filter and sort, compatible with other filters - A Module column is now the first column in the Workflow Templates table, displaying the module name for each template. The column supports dropdown filtering and sorting, and the filter is compatible with all other table filters.

    • Item View and Creation

      • WF-81 - Users can create new items for any workflow module type using templates they have permission to access, with real-time field validation and dynamic category selection - Users can create new items from any custom workflow module type using the standard item creation flow. Category selection is dynamic and driven by the module type. Field validation occurs in real time. Item creation respects existing template permissions.

      • WF-105 - [Issues and Change Controls]: Unified /item-{uuid} URLs with automatic redirection from legacy URLs, feature flag control, and user-friendly error handling - Issues and Change Controls now use a unified URL pattern of /item-{uuid}. All legacy URLs are automatically redirected to the new pattern. Existing bookmarks and links continue to function.

      • WF-134 - [Items]: Users can view and edit workflow items with full field and permissions, matching Issues and Change Controls functionality, with module-specific icon in page tab - Workflow items in custom modules can be viewed and edited using the same interface as Issues and Change Controls. Permissions, field behavior, and workflow actions match the established patterns. The page tab displays the module-specific icon.

      • WF-162 - [Links] Allow users to link custom workflow module items to Trainings Events, Tests, Courses and Audits (Observations) using the Links section - Custom workflow module items can now be linked to Training Events, Tests, Courses, and Observations (Audits) using the existing Links section. The item selector in the Links section includes custom module item types when the Workflow Modules feature is enabled.

      • WF-163 - [Links] After a custom module workflow item is linked to a Training or Audit item, the custom module name should appear with the item name - The Links details view for Training and Audit items now displays the correct module name, icon, and navigation behavior for linked custom workflow module items, alongside the existing built-in item types.

    • Full Table and Dashboard

      • WF-4 - [Workflows]: Full Table tab with configurable columns, search, category filter, and table views matching Issues and Change Controls Full Tables - The Full Table tab on the Workflows landing page presents all workflow items across modules in a table with the same capabilities as the Issues and Change Controls Full Tables, including configurable columns, search, template filter, and saved table views.

      • WF-6 - [Account Audit Trail]: Display, filter, and sort audit events by all modules including custom modules with correct module icons and names in the Module column - The Account Audit Trail table now displays events from custom workflow modules. The Module column shows the correct module icon and name for each event. Custom module events are filterable and sortable in the table.

      • WF-77 - Permissions for the Workflows Full Table - users should only see items that they have access to in the table - The Workflows Full Table enforces item-level permissions. Administration Account Super Users see all items. Other users see only items in templates to which their role has been assigned the appropriate permission.

      • WF-120 - Export the Workflows Full Table to Excel/CSV - The Workflows Full Table can be exported to Excel and CSV formats. Exports reflect the current state of the table including configured columns, applied filters, and sort order. Exported files are available in the My Downloads tab.

      • WF-127 - [Main Dashboard]: Custom workflow modules appear as dedicated bars in the Assignment Status graph with due date color coding and drilldown, respecting dashboard filters - Custom workflow module items assigned to the user now appear as dedicated bars in the Main Dashboard Assignment Status graph. Color coding follows the same due date logic used for Issues and Change Controls (red for Past Due, yellow for Coming Due, green for Not Due Yet). Clicking a bar opens a drilldown table for that module. Dashboard filters (My Dashboard, My Direct Reports, My Company) apply to custom module bars.

      • WF-129 - [Main Dashboard]: Include custom workflow modules in Signatures Pending pie chart with accurate counts, labels, and filter support for My Dashboard, My Direct Reports, and My Company - Custom workflow module items pending a signature now appear as distinct slices in the Main Dashboard Signatures Pending pie chart. Each custom module is labeled with its configured display name. Slice counts and visibility respond dynamically to the active dashboard filter scope (My Dashboard, My Direct Reports, My Company). Modules with no pending signature items for the active scope are omitted from the chart. The total signature count reflects both standard and custom module items.

      • WF-130 - Export Assignment Status and Signatures Pending drill down tables to CSV and Excel including custom workflow module items with correct fields, module names, and filter scope - CSV and Excel exports from the Assignment Status and Signatures Pending drilldown tables now include custom workflow module items. Exported rows include the same fields as standard module items, with the module name column displaying the admin-configured display name. Exports reflect the active filter scope and drilldown context at the time of export. Standard and custom module items are combined in a single export file.

      • WF-131 - [Main Dashboard]: All signature types should appear in the Type column dropdown filter for custom module items in the Signatures Pending table - The Type column dropdown filter in the Signatures Pending drilldown table now includes signature types from custom workflow modules alongside the existing standard signature types. Custom module types are displayed using the admin-configured module display name. Selecting a custom module type from the dropdown filters the table to show only rows of that type. Selecting "Items" continues to display all rows regardless of signature type, including custom module items.

      • WF-145 - [Full Table]: Template dropdown filters table by selected template and displays template-specific custom fields in column selector - Selecting a template from the Template dropdown in the Workflows Full Table filters the table to show only items belonging to that template. When a template is selected, account and stage custom fields configured for that template become available in the column selector. When a Module quick filter is active, the Template dropdown shows only templates belonging to the selected module that the user has access to.

      • WF-168 - [Workflows Full Table]: Add Module column as first column with filter and sort for built-in and custom modules, compatible with other filters - A Module column is now the first column in the Workflows Full Table, displaying the module name for every row across both built-in modules (Issues, Change Controls) and custom modules. The column supports dropdown filtering by module and ascending/descending alphabetical sort. The Module column filter is compatible with all other active filters including Quick Filters and the Template dropdown. Custom module names use the admin-configured display name.

      • WF-169 - [Workflows Full Table]: Add Status column showing Open or Closed with filter and sort for all module types - A Status column is now available in the Workflows Full Table, displaying whether each item is Open or Closed. Items in a stage marked as "final" are classified as Closed; all other items are classified as Open. The column supports a two-option dropdown filter (Open/Closed) and ascending/descending sort. The Status filter is compatible with all other active table filters. Status applies to all module types including custom modules.

      • WF-201 - [Main Dashboard]: Tooltip for each custom module displays user-configured module name and updates dynamically when module is renamed - Tooltips on the Main Dashboard for custom workflow module tiles now display the admin-configured module name in both the tooltip title and body text. The tooltip content matches the structure of the existing Change Controls tooltip, with all references to "Change Controls" replaced by the configured module name. If a module is renamed, the tooltip updates automatically to reflect the new name on the next dashboard load.

    • Audit Trail

      • WF-143 - All transactions in Workflows should appear as Events in the Account Audit Trail table - All transaction types tracked for Issues and Change Controls are now also captured and displayed in the Account Audit Trail for custom Workflow module items. Covered events include item-level actions (creation, edits, assignment changes, stage transitions, comments, deletions, and PDF exports), template actions (creation, edits, moves between modules, and deletions), and module-level actions (creation, edits, enable/disable, and permission changes). All Workflow module events are filterable and searchable in the Account Audit Trail using the same mechanisms as Issues and Change Controls events. The Module column uses the current module display name for all events, including those logged before a module was renamed.

      • WF-144 - Export of Account Audit Trail Table to include all Workflow transactions - The Account Audit Trail table export now includes all Workflow module transaction types. Exported files include the full set of columns: TransactionID, Module, User ID, Time Stamp, User Name, Item ID, Event, Risk, Table Name, Action, User IP, Changed From, and Changed To. PDF export events for custom module items are labeled as "Item was exported to PDF" rather than referencing a specific module type. The Module column in exported files reflects the current module name at the time of export.

      • WF-215 - Account Audit Trail table module column should be searchable and show all disabled/deleted modules - The Module column filter in the Account Audit Trail table is now searchable. As the user types, the module list filters to matching names using a case-insensitive substring match. The module list includes all active modules, custom modules disabled by an administrator, and custom modules removed via a data transfer request, provided they appear in existing audit records. Historical audit data is not affected. Disabled and removed modules remain selectable as filter options so that users can retrieve historical records associated with those modules.

    • Move Template

      • WF-30 - Move a Template (category) to a different module via a modal on the manage template (category) page and refresh the UI to reflect the new module - A "Move Template" button is available in the Actions section on the manage template page. Clicking it opens a modal where the administrator selects a target module and confirms the move. After the move is completed, the UI refreshes to display the template under the new module.

      • WF-31 - Update audit trail to record when a category is moved from one module to another - An audit trail entry is created when a template is moved from one module to another, capturing the source module, target module, the user who performed the action, and the timestamp of the change. The entry is visible in the Account Audit Trail.

      • WF-202 - [Issues, Change Controls, Workflows]: Rename Category dropdown to "All Templates" and Category column header to "Templates" in full table views - The Category filter dropdown in the Issues, Change Controls, and Workflows full tables has been renamed to "All Templates" and the Category column header has been renamed to "Templates." Filtering and sorting behavior is unchanged.

Integration Builder

  • Integration Builder - The Integration Builder capability allows authorized users to create and manage custom workflow-based integrations between ZenQMS and external systems using the embedded Workflow Builder. This release expands the ZenQMS Connector with additional action types and introduces white-labeled documentation accessible directly from the application. This feature is available in Limited Availability in this release. To request access, contact your ZenQMS Customer Success representative or submit a ticket to HelpDesk at support.zenqms.com.
    Detailed updates include:

    • INT-65 - [Integrations]: Allow authorized users to create and manage single-workflow custom integrations using the embedded Workflow Builder, with audit trail - Users assigned the "Can Build Integrations" permission can create and manage custom integrations using the Embedded Workflow Builder embedded within ZenQMS. Integration creation, modification, activation, and deletion are recorded in the audit trail.

    • INT-66 - [Integrations]: Add "Can Build Integrations" account-level permission to control which roles can create integrations via the Embedded Workflow Builder - A new account-level permission, "Can Build Integrations," is available in the Roles/Permissions configuration in Settings. The permission is unchecked by default for all roles, with the exception of the Administration Account Super User role for which it is permanently enabled. Administrators can assign or remove this permission from any other role as needed. Users without this permission cannot access the Integration Builder.

    • INT-76 - [ZenQMS Connector] Enable workflows to search document versions, search document categories, and create document versions via integration actions - The ZenQMS Connector in the Integration Builder now exposes actions for document version search, document category search, and document version creation, mapped directly to the corresponding ZenQMS Public API v2 endpoints.

    • INT-78 - [ZenQMS Connector] Enable creation, update and search of issues via integration workflow using ZenQMS components - The ZenQMS Connector now exposes actions for Issue creation, update, and search, mapped directly to the corresponding ZenQMS Public API v2 endpoints.

    • INT-82 - [ZenQMS Connector] Enable searching custom fields and custom field options in workflows using ZenQMS API endpoints - The ZenQMS Connector now exposes actions for custom field search and custom field option search, mapped directly to the corresponding ZenQMS Public API v2 endpoints.

    • INT-138 - [Integrations]: White-labeled Integration Builder documentation with ZenQMS branding - The Embedded Workflow Builder documentation has been forked, configured with ZenQMS branding, and deployed as white-labeled documentation accessible to Integration Builder users.

    • INT-139 - [Integrations]: Info icon links users with "Can Build Integrations" permission to Integration Builder documentation from the page header - An info icon is now displayed in the Integration Builder page header for users with the "Can Build Integrations" permission. Clicking the icon opens the white-labeled Integration Builder documentation.

    • INT-173 - [ZenQMS Connector] Enable triggers for New and Updated Item Versions with polling schedule and filter options - The ZenQMS Connector now exposes triggers for item creation and item update events. Integration builders can configure a polling schedule and apply filter criteria for specific item types to control when the trigger fires.

    • INT-174 - [ZenQMS Connector] Add trigger for New and Updated Document Versions with polling schedule and filter options - The ZenQMS Connector now exposes triggers for document version creation and update events. Integration builders can configure a polling schedule and apply filter criteria for specific document version conditions.

New "Completed on Prior Version" Status for Training Records

  • New "Completed on Prior Version" Status for Training Records - When a document is up-versioned and doesn’t require immediate retraining, users who completed training on the prior version receive a system-generated virtual training record. In previous releases, these records were displayed with the same status as actively signed records, creating ambiguity. This release introduces a new distinct status label - "Completed on Prior Version" - and corresponding N/A display for due and completion dates across all training record surfaces. This feature is available by request and will not be enabled by default, giving customers control over how training completion status is displayed across their organization. To request enablement, contact your ZenQMS Customer Success representative or submit a ticket to HelpDesk at support.zenqms.com.
    Detailed updates include:

    • TRAIN-2052 - Main Dashboard - Training drill-down table: mark virtual training records with a distinctive status ("Completed on Prior Version") and due/completion date value ("N/A") - Virtual training records in the Main Dashboard training drill-down tables now display "Completed on Prior Version" in the Status column. Due Date and Completed Date columns display "N/A" for these records. The certificate icon is not shown for virtual records. An informational banner is displayed when the green bar chart or "View All" option is selected on any dashboard view (My Dashboard, My Direct Reports, My Company) and virtual records are present in the result set.

    • TRAIN-2053 - Training Dashboard - Drill down table: mark virtual training records with a distinctive calculated status and N/A value for due/completion dates - Virtual training records in the Training Dashboard drill-down tables now display "Completed on Prior Version" in the Status column. Due Date and Completed Date columns display "N/A" for these records. The certificate icon is not shown for virtual records. An informational banner is displayed when the green pie chart segment or percentage is selected and virtual records are present in the result set.

    • TRAIN-2054 - User Training Dossier: Exported PDF shows distinct training status "Completed on Prior Version", "N/A" Training and Due dates, and explanation banner for virtual training records - User Training Dossier PDF exports now reflect "Completed on Prior Version" in the Status column, "N/A" in the Due Date and Completion Date columns, and no certificate reference for virtual training records. An explanation banner is included after the training table when at least one virtual training record is present in the export.

    • TRAIN-2050 - Main Dashboard and Training Dashboard tables: Excel/CSV exported files reflect new distinct status and due/completion dates "N/A" values for virtual training records - Excel and CSV exports from the Main Dashboard and Training Dashboard drill-down tables now include "Completed on Prior Version" in the Status column and "N/A" for Due Date and Completion Date columns for virtual training records.

    • TRAIN-2051 - Training Reports: Clearly distinguish virtual training records in Active User and SCORM Training Reports with updated Item Training Status and N/A values for date and due columns - The Active User Training Report and SCORM Training Report now display "Compliant (Completed on Prior Version)" in the Item Training Status column for virtual training records. Due Date, Completion Date, and On Time/Past Due columns display "N/A" for these records.

    • TRAIN-2068 - User Dossier (UI): Display "Completed on Prior Version" distinct status for Virtual Training Records - Virtual training records in the User Dossier now display "Completed on Prior Version" in the Status column. Due Date and Completed Date columns display "N/A." The certificate icon is not shown for virtual records.

    • TRAIN-2069 - User Dossier Export (XLS/CSV): Reflect "Completed on Prior Version" Status and "N/A'' due/training dates values for Virtual Training Records - Excel and CSV exports of the User Dossier now reflect "Completed on Prior Version" in the Status column and "N/A" for Due Date and Completion Date columns for virtual training records. No certificate reference is included for these records.

    • TRAIN-2070 - Manage Assigned Trainees Slider (Document): Display Distinct Status and N/A Training/Due Dates for Virtual Training Records - The Manage Assigned Trainees slider on the Document detail page now displays "Completed on Prior Version" in the Status column and "N/A" for Due Date and Completion Date columns for virtual training records.

    • TRAIN-2071 - Manage Assigned Trainees Slider (Document) Export (XLS/CSV): Reflect "Completed on Prior Version" Status and 'N/A' value for Due/Training Dates of Virtual Training Records - Excel and CSV exports from the Manage Assigned Trainees slider on a Document now reflect "Completed on Prior Version" in the Status column and "N/A" for Due Date and Completion Date columns for virtual training records.

    • TRAIN-2093 - Rename state for Virtual Training Records into "Completed on Prior Version" across all dashboards, filters, exports, and dossier PDFs - The status label for virtual training records has been standardized to "Completed on Prior Version" across all surfaces: Main Dashboard drill-down table, Training Dashboard, User Dossier, Manage Assigned Trainees slider, all corresponding Status filter dropdown values, all CSV/Excel exports, and User Dossier PDF exports including the one generated in Account Backup.

    • TRAIN-2097 - User Dossier UI: Show info banner only if there are virtual training records in the table - The informational banner explaining virtual training records in the User Dossier is now shown only when at least one virtual training record is present in the table. The banner is not displayed when no virtual records exist in the current view.

    • TRAIN-2138 - Main Dashboard and Training Dashboard: Show consistent "N/A" values for Due Date and Completed Dates on virtual training records in UI vs. exported files - Due Date and Completed Date columns on virtual training records now display "N/A" consistently across the Main Dashboard drill-down table, Training Dashboard drill-down table, and all corresponding CSV and Excel exports.

    • TRAIN-2139 - Manage Assigned Trainees on a Document: Show consistent "N/A" values for Due Date and Completed Date on virtual training records in UI vs. exported files - Due Date and Completed Date columns for virtual training records in the Manage Assigned Trainees table on the Document detail page and its corresponding exports now display "N/A" consistently across both the UI and exported files.

    • TRAIN-2140 - User Dossier: Show consistent "N/A" values for Due Date and Completed Date on virtual training records in UI and exported files (CVS, Excel) - Due Date and Completed Date columns for virtual training records in the User Dossier now display "N/A" consistently across both the UI and all XLS and CSV exported files.

    • INSIGHT-720 - Update Insights for virtual training record distinction - The Insights Training Dashboard has been updated to display virtual training records with the "Compliant (Completed on Prior Version)" status label. All existing counts, percentages, time metrics, and dashboard widgets are unchanged. This is a labeling change only.

Bug Fixes (Critical and Major)

The fixes listed below include only issues classified as Critical or Major in the ZenQMS issue tracking system. Additional lower-priority bug fixes are included in this release and can be reviewed in the traceability matrix.

  • CCM-1954 - [Custom Fields]: Unable to add new options to a custom field when existing options exceed 10,000 causing the app to hang and changes not to be saved - Under specific conditions where a single-select or multi-select custom field accumulated more than 10,000 options, the application became unresponsive when attempting to add new options, and changes were not saved. This was an isolated condition affecting fields with an unusually high number of configured options. The underlying cause has been resolved. Existing custom field option data was not affected.

  • API-200 - [API endpoints]: Users can access documents via API without proper authorization if a previous unauthorized request triggered a cache entry - Under specific conditions, the document retrieval endpoint cached responses before the full authorization check for document category permissions was completed. A subsequent request could receive a cached response that bypassed category-level authorization. Source document data was not affected. The underlying cause has been resolved and caching now occurs only after all authorization checks have passed.

  • AUTH-1541 - [Documents]: Merged roles do not fully transfer document assignments, preventing removal of the surviving role and corrupting user training records - When two roles were merged, document assignee references pointing to the merged role were not updated to the surviving role. This caused the surviving role to remain permanently attached to affected documents and resulted in loss of training record data for users in those roles. A data correction script has been applied to update affected document training assignments to reflect the surviving role; no manual remediation is required. The underlying cause has been resolved.

  • CCM-1958 - [Change Control Tasks]: "Cancel Workflow" button not visible to Task Editors and Superusers when parent Change Control is locked by another user - The "Cancel Workflow" button on Tasks was not displayed to Task Editors or Superusers when another user held an active lock on the parent Change Control or Issue. Users with permission to manage their specific Task workflow were unable to do so due to the parent resource lock state. The underlying cause has been resolved.

  • DM-7843 - [Documents Table Export]: Authors field displays with quotation marks in Excel and CSV exports when document has multiple authors - When a document version had more than one author, the Authors field in CSV and Excel table exports was wrapped in quotation marks. The underlying cause has been resolved and author names now display without quotation marks in exports.

  • DM-8131 - [Documents]: System allows both Collaborative Editing Draft Review and Approval workflows to run simultaneously on the same document version - The system incorrectly allowed an Approval workflow to be launched on a document version that already had an active Collaborative Editing Draft Review in progress. This resulted in multiple simultaneous active workflows, user permission errors when accessing the draft review, and the possibility of workflows completing out of order. The underlying cause has been resolved and the system now enforces that only one workflow may be active on a document version at a time.

  • DM-8146 - [Documents]: Web viewer is stuck loading unsupported .rfid files instead of displaying a warning and allowing review to proceed - When a document revision file in an unsupported format was attached, the web viewer became unresponsive instead of displaying a warning message. The underlying cause has been resolved and the system now displays an appropriate warning for unsupported file types.

  • DM-8222 - [Documents]: System allows approval of documents with NULL effective date when switching to "Set Target Date" without providing a target date after the approval workflow was launched - Under specific conditions where the effective date option was changed to "Set Target Date" without a target date value being provided, documents could be approved with a null effective date, causing them to never transition to Effective status without manual correction. The underlying cause has been resolved.

  • DM-8235 - [Documents]: Audit trail does not display changes to custom fields or document version answers when updates are made - Changes to custom field answers on document versions were not recorded in the audit trail. The underlying cause has been resolved and these changes are now captured correctly.

  • DM-8261 - [Documents]: Active Workflows column shows N/A for document versions in Rejected state instead of displaying the actual in-progress workflow - The Active Workflows column in the Documents table displayed "N/A" for document versions in Rejected state even when an active workflow was in progress on that version. The underlying cause has been resolved and the column now correctly reflects the in-progress workflow.

  • DM-8266 - [Documents]: Setting review interval to "Never" on an effective minor version returns error when "No, do not update the Review Date" was selected during upversion - When a document was minor upversioned and the user selected "No, do not update the Review Date," the new version inherited the review date from the previous version. Attempting to subsequently change the review interval to "Never" on the now-effective version returned a 500 error instead of saving the change. The underlying cause has been resolved.

  • DM-8297 - [Importer]: Documents imported with a review date but no review interval remain stuck in Approved status and do not become Effective - Documents imported via the Documents Importer with a review date value but no corresponding review interval configuration remained in Approved status and did not transition to Effective. The underlying cause has been resolved.

  • DM-8328 - [Audit Trail]: SCORM event not displaying when merging roles - When two roles were merged and the merged role was associated with SCORM items, the corresponding SCORM audit trail event was not recorded. The underlying cause has been resolved.

  • IM-1792 - [Full Table]: Saved views lose custom field columns after loading in Issues and Change Control Full Tables, requiring manual re-selection to display them - When a saved view was loaded in the Issues or Change Controls Full Table, custom field columns defined in that view briefly appeared and then reverted, requiring users to manually re-add them each session. This was a regression introduced in 30.3.0. The underlying cause has been resolved.

  • IM-1794 - [Custom Fields]: Dependent custom fields can be deleted in a draft version, and changes are applied across all versions immediately, when changes should be applied once that category is made active - When a dependent custom field was deleted in a draft category version, the deletion was applied immediately to the active version as well, causing blank entries to appear in conditional logic configurations on the active version. The underlying cause has been resolved and draft version changes no longer affect the active version until the draft is made active.

  • IM-1795 - [Custom Fields]: Deleting plain text custom fields used in conditional logic causes them to appear blank in dependent custom field configurations - Deleting a plain text custom field that was referenced in conditional field logic caused the dependent field configuration to display a blank entry in place of the deleted field, leaving configurations in an inconsistent state. The underlying cause has been resolved.

  • INSIGHT-776 - [Insights Training Dashboard] Training Completion Trend widget shows incomplete data when using the "Last Year" date filter - The Training Completion Trend widget on the Insights Training Dashboard did not display data from before July 2025 when the "Last Year" date filter was applied, resulting in an incomplete trend visualization. The underlying cause has been resolved and the full year of data is now returned correctly.

  • MIG-574 - [FlatFile] Presence of "/" in Member Name is breaking the export of workbooks - When a member account name contained a forward slash character, FlatFile workbook exports failed because the character was incorrectly interpreted as a file path separator. The underlying cause has been resolved.

  • MIG-634 - [FlatFile Configuration migration] Documents Importer tool assigns incorrect created_at dates causing older document versions to appear as being created more recently than newer versions, causing errors when updating documents - The Documents Importer assigned creation timestamps that caused earlier document versions to appear more recent than later versions in the database, preventing subsequent upversioning operations with an error indicating the version was not the most recent. The underlying cause has been resolved.

  • MIG-697 - [Documents] Importing documents should not allow "Approval Date" and "Retirement Date" in the future - The Documents Importer accepted future-dated Approval Date and Retirement Date values without validation. The underlying cause has been resolved and both fields now reject future dates during import.

  • PDF-675 - [PDF Export]: Specific attachment files containing DocuSign signature envelopes cannot be converted to PDF and display unsupported or corrupted file message - Under specific conditions, PDF files containing certified signatures and embedded DocuSign signature envelopes could not be converted by the ZenQMS PDF service, preventing export and web viewer rendering for those files. The underlying cause has been resolved.

  • PDF-862 - [PDF Conversion]: Checkboxes are misaligned in tables when converting DOCX files to PDF - Checkbox elements within table cells were misaligned in the converted PDF output when the source file was a DOCX document. The underlying cause has been resolved and checkboxes now render aligned with the original document layout.

  • PDF-928 - [PDF Export]: Text in form fields is cut off when "Shrink Document to Accommodate Header" is enabled and PDF is viewed in Adobe viewer - When a document category had the "Shrink Document to Accommodate Header" option enabled, form field text in the exported PDF was not fully visible when the file was opened in Adobe PDF viewer. The underlying cause has been resolved.

  • TM-344 - [Tasks]: Cancelling a workflow does not return the task to its previous status - When a workflow was cancelled on a Task, the task did not revert to its status prior to the workflow launch. The underlying cause has been resolved and task status is now correctly restored upon workflow cancellation.

  • TRAIN-2080 - [OJT Event] Signature execution date shows training completion date instead of actual "Mark Compliant" action date and time - On OJT Event training certificates and records, the signature execution date displayed the training completion date rather than the actual date and time the "Mark Compliant" action was performed. This was a regression affecting audit traceability of compliance actions. The underlying cause has been resolved.

  • TRAIN-2135 - [Training Records Migration] Migration fails when document name case in the file does not match exactly with the document name case in the app - The training records migration search became case-sensitive as an unintended side effect of a change introduced in 30.3.0, causing migrations to fail when document names in the import file did not exactly match the letter casing of the corresponding document names in the application. The underlying cause has been resolved and name matching is now case-insensitive.

  • ZENQ-7813 - [Audit Trail]: Incorrect module and event shown for changes to document custom field answers - When document custom field answer changes were recorded in the audit trail, the event was displayed under an incorrect module with an inaccurate event description. The underlying cause has been resolved and these events now appear under the correct module with accurate descriptions.

  • ZENQ-7949 - [Export-Users Full Table] First column added into the full table is displayed duplicated on export (without cache) - When a user added a column to the Users Full Table and immediately exported without cache, the first added column appeared twice in the export output. The underlying cause has been resolved.

  • ZENQ-7957 - [Integration]: Integration Access permission appears in Users table export when feature flag is OFF and feature is not exposed to the member account - The Integration Access permission column appeared in Users table exports for accounts where the Integrations feature flag was disabled and the feature was not available. The underlying cause has been resolved and the column no longer appears in exports for accounts without access to the Integrations feature.

  • ZENQ-7992 - Account Backup: ErrorLog.txt does not report when ArchivedDocuments.csv is excluded due to timeout - Under specific conditions where the ArchivedDocuments.csv file was excluded from an Account Backup due to a timeout, the ErrorLog.txt file included in the backup did not record the exclusion. Users had no indication that the archived documents export was missing. The underlying cause has been resolved and the ErrorLog.txt now correctly reports when ArchivedDocuments.csv is excluded.

  • ZENQ-8084 - [Audit Trail]: Audit trail incorrectly reports document custom field answers updated when changing custom field dependencies in Issues or Change Controls - When custom field dependency rules were modified in Issues or Change Controls category configurations, the audit trail recorded the event under the Documents module rather than the correct module. The underlying cause has been resolved and dependency rule changes are now recorded under the correct module.

  • ZENQ-8092 - [Audit Trail]: Task status changes display database format (lowercase with underscores) instead of user-friendly status names - Task status change events in the audit trail displayed raw database-format values such as "in_progress" instead of the corresponding user-facing status names. The underlying cause has been resolved. A data correction script will be applied to records created between 30.3.0 and this release to retroactively update affected audit trail entries.

  • PDF-1051 - [Documents Export]: Attachments are not included in exported PDF when ZenQMS DataPage is OFF - When the "Include ZenQMS Data Page" option was disabled at the document category level, files attached to the document were not included in the exported PDF even when the "Convert Supporting Files/Attachments" option was selected during export. Source attachment data was not affected. The underlying cause has been resolved.

  • DM-8411 - [Documents Full Table] Trainees only see Approved version of upversioned documents (instead of both Approved and Effective versions) in Documents Full Table - When a document was upversioned and the new version reached Approved status, trainees assigned to that document saw only the Approved version in the Documents Full Table. The Effective version was no longer visible in the full table. This occurred for users assigned directly to the document as well as users assigned through a Course. Source document data was not affected. The underlying cause has been resolved and both the Effective and Approved versions are now correctly visible in the Documents Full Table for assigned trainees.

  • DM-8432 - [Documents] Full Table export fails with validation error when Advanced Filters use nested filter groups - When Advanced Filters with grouped conditions were applied to the Documents Full Table, the export to CSV or Excel failed with a validation error. This affected users who combined multiple filter conditions using grouped logic. Users applying only simple column-level filters were not affected, and document data was not affected. The underlying cause has been resolved and exports now complete correctly regardless of the filter configuration applied.

Upcoming Features (Pre-release Support)

The following features are currently in development and are planned for a future release. Code for these features has been deployed behind feature flags in this release to support pre-release validation. No functionality is exposed to end users in this release.

  • TRAIN-2152 - Pre-release support for Courses Unified Syllabus and UI/UX enhancements - 31.1.0 release - Pre-release code for the Courses Unified Syllabus initiative has been deployed behind a feature flag. This work is part of the ongoing React modernization of the Training Module and introduces a unified interface for sequencing and managing course syllabi. The feature is not accessible to end users in this release. Functionality will be validated and released in a future release.

  • DM-8334 - Pre-release support for Document Folder Organization System - 31.1.0 Release - Pre-release code for the Document Folder Organization System (Phase 1) has been deployed behind a feature flag. This initiative introduces folder-based organization for documents within the Documents Module. The feature is not accessible to end users in this release. Functionality will be validated and released in a future release.

  • TRAIN-2153 - Pre-release support for Sub Tabs Navigation in Training Module: Ensure existing navigation in Training Module is unaffected when the Sub Tabs Navigation is not enabled - 31.1.0 Release - Pre-release code for Sub Tabs Navigation in the Training Module has been deployed behind a feature flag. This work introduces sub-tab based navigation within the Training Module as part of the ongoing navigation modernization initiative. The feature is not accessible to end users in this release. Functionality will be validated and released in a future release.

  • WF-229 - Pre-release support for Quick Filters on tables in Workflow Modules - 31.1.0 Release - Pre-release code for Quick Filters on Workflow Module tables has been deployed behind a feature flag. This work introduces module-based quick filter controls to the Workflows Full Table and related table views. The feature is not accessible to end users in this release. Functionality will be validated and released in a future release.

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: 16-JUN-2026

Time: 8:00 AM EDT / 12:00 PM UTC

Downtime: No downtime

Production

Date: 17-JUN-2026

Time: 17-JUN-2026 9:00 PM EDT / 1:00 AM UTC (following day 18-JUN)

Downtime: No downtime

Impact

This release impacts users across the following modules: Change Controls, Documents, Insights, Integrations, Issues, Tasks, Training, Workflows.

Feature Removals

  • Quick Links creation disabled (ZENQ-8213) - The ability to create/remove new Quick Links has been disabled in this release as part of the navigation consolidation work. Existing Quick Links configured prior to this release remain in place and continue to function. No customer action is required.

Behavior Changes Requiring Awareness

  • Training Dashboards: The Due Date column on the Main Dashboard and Training Dashboard drill-down tables no longer displays "No Retraining" for completed items where the Retraining Interval is set to "Never." By default - unless a custom configuration is applied for completed training records on previous versions of a document or SCORM - this column now consistently displays the actual due date for all training records. To maintain clarity, a new dedicated Retraining column has been introduced to explicitly indicate retraining requirements. These changes apply to both the UI and all CSV/Excel exports; while no customer action is required, those utilizing downstream reporting or exports referencing the Due Date column should review their processes to accommodate this new logic.

  • Workflow Modules terminology: "Category" renamed to "Template" (WF-124, WF-202) - Across the Issues, Change Controls, and Workflows full table views, the "Category" filter dropdown has been renamed to "All Templates" and the "Category" column header has been renamed to "Templates." On the view and manage Template pages, all references to "Category" have been updated to "Template." These are UI label changes only - underlying data, saved views, permissions, and configurations are unchanged. Customers with internal documentation or training materials referencing the "Category" label in these contexts should be aware of the updated terminology. The terminology update from "Category" to "Template" will be extended to additional areas of the application - including Reports, Insights, and item creation flows - in upcoming releases.

Features Advancing to General Availability

The following features were previously available in Limited Availability and enter General Availability in this release. General Availability means the feature is fully supported, available to all eligible accounts without a separate access request, and covered under the standard ZenQMS validation and support model.

  • Integrations Platform: The Integrations Platform itself (including the embedded Marketplace for discovering, activating, and managing integrations) - previously announced as Limited Availability in 31.0.0 - enters General Availability in this release, together with the Microsoft Entra ID and Okta pre-built integrations. For the full details of what was introduced in the initial Integrations Platform release, see the 31.0.0 Release Notes.

  • Microsoft Entra ID Integration - previously announced as Limited Availability in 31.0.0 - enters General Availability in this release. This release also expands the integration with manager-to-supervisor sync, user type filtering, and automated user deactivation and reactivation. Organizations using Microsoft Entra ID as their identity provider can enable the integration without a separate access request. See Detailed Updates for the full list of changes introduced in this release. For the full details of what was introduced in the initial Microsoft Entra ID Integration release, see the 31.0.0 Release Notes.

  • Okta Integration - previously announced as Limited Availability in 31.0.0 - enters General Availability in this release with the same expanded capabilities introduced for Microsoft Entra ID. Organizations using Okta as their identity provider can enable the integration without a separate access request. See Detailed Updates for the full list of changes introduced in this release. For the full details of what was introduced in the initial Okta Integration release, see the 31.0.0 Release Notes.

Documentation

This release is being managed through change control 301-130. 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 31.1.0 System Release Record 301-130 Release Notes. Requirements and Testing Traceability Matrix (Summary for Release Notes).xslx (for major and minor release) is also uploaded to the auditor share account and clients can download it in excel format. An entire release record will be available for review after the release is completed, in the auditor share account.

An updated copy of the URS/UAT template will be available in your Auditor Share Account.

We expect no downtime.

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

"AI 31.1.0","API 31.1.0","AUTH 31.1.0","CCM 31.1.0","DM 31.1.0","IM 31.1.0","INSIGHT 31.1.0","INT 31.1.0","MIG 31.1.0","PDF 31.1.0","REP 31.1.0","SIGN 31.1.0","TM 31.1.0","TRAIN 31.1.0","WF 31.1.0","ZENQ 31.1.0"

Updated Modules

  • Account Backup

  • Administration

  • AI Features

  • Audit Trail

  • Change Control

  • Documents

  • Import/Export Data service

  • Insights

  • Integrations

  • Issues

  • PDF generation service

  • Public API

  • Reports

  • Settings

  • Tasks

  • Training

  • Workflows

  • ZenSign

Unchanged Modules

  • Audits

  • Login/Authorization

  • Daily Summary emails

  • Notifications emails

Important Notes

  • This announcement plus the banner announcement in the application to ALL users is our formal announcement for the release.

  • You will be able to log into https://test2.zenqms.com/ and try out the changes from 31.1.0 release ahead of 17-JUN-2026. This environment was refreshed on 20-MAY-2026 with your latest production data and will be available for you to login starting 02-JUN-2026.

  • To minimize disruption, the 31.1.0 release deployment to sandbox and production are scheduled separately. Both will occur outside peak hours to provide as little interruption to normal operations as possible. We expect zero downtime. This release introduces primarily new features and improvements that should not significantly impact your daily operations. You can immediately access the new functionality for testing at http://test2.zenqms.com/. We encourage prioritizing testing the following features as they may have the most direct impact on your current workflows: the updated Navigation experience including tab reordering, dynamic resizing, and the new Quick Links dropdown; and the Due Date and Retraining column changes on the Main Dashboard and Training Dashboard drill-down tables. Other enhancements, as well as the features available in Limited Availability, can be explored at your convenience.

  • Beginning in November 2025, ZenQMS is adopting a new traceability matrix format for its software updates. See this article for details.

  • To better understand the different stages of feature availability at ZenQMS - Beta, Limited Availability, and General Availability - please see the dedicated support article.

  • Deployment (as always) is handled by the ZenQMS team.

Published on 27-MAY-2026

Enlarged view