Release Notes
v1.0.0 — 2024-01-03
- Initial launch of the portal
- Microsoft AD integration
- Audit features added
- PowerBI reporting pages added
v1.0.1 — 2024-01-17
- Added a portal maintenance mode to temporarily block user access during database schema or file updates
v1.1.0 — 2024-01-17
- Call recording integration – Tag call recordings to audits and listen directly from the audit page
- New database table added for call recordings
v1.1.1 — 2024-02-21
- Quill JS introduced: You can now format your notes.
v1.2.0 — 2024-03-08
- Feature added to allow Super Users to toggle records to and from training status
v1.2.1 — 2024-04-30
- Fixed a bug that caused user sessions to be prematurely terminated
v1.3.0 — 2024-07-05
- Introduced the reporting drilldown webpage that allows assessors to see which questions an advisor has failed by clicking the fail count
v1.3.1 — 2024-07-11
- Enhanced the reporting drilldown webpage to only include questions with a fail count above zero
- Added F8 keyboard shortcut to reports to open a reporting drilldown page
v1.3.2 — 2024-06-04
- Introduced success page to prevent accidental resubmission of forms on refresh
v1.4.0 — 2024-09-16
- Consumer Duty features added
v1.4.1 — 2024-10-14
- Fixed DIV/0 error in pass rate percentage display with a user-friendly message
v1.4.2 — 2024-11-11
- Pass rate percentages introduced for Consumer Duty checks
v1.5.0 — 2024-11-14
- New assessment types introduced
v1.5.1 — 2025-02-03
- Auto-save comments on forms every 5 seconds to prevent loss when navigating or during server issues
- Comments stored in a browser cookie expiring 1 hour after last activity
v1.5.2 — 2025-02-24
- Feature added to allow users to update training record and assessor-corrected toggle using checkboxes on forms
v1.6.0 — 2025-07-04
- Updated "Audit Monthly Trends" report to require year, advisor, and checkboxes for filtering instead of showing entire year by default
v1.6.1 — 2025-04-23
- Call quality assessment type and form introduced
v1.6.2 — 2025-07-02
- Configuration page updated: Add insurers, advisors, and assessors via F8 on their respective view pages
- Page now refreshes after adding a new record to show the most recent addition
- Call recording updated: Table now refreshes on submission to confirm call addition
- Performance enhancements made behind the scenes for faster portal operation
v2.0.0 — 2025-08-19
- Call recording integration removed - all previous call recording record data has been deleted
v2.1.0 — 2025-12-29
- Migrated from IIS to Plesk Web Host
- Deprecated Microsoft AD integration
- Introduced Microsoft 365 Single Sign On
v2.2.0 — 2025-12-30
- Removed unique answer columns and introduced a single JSON column for easier question introduction
v3.0.0 — TBC
- Dynamic tables added on all pages for improved display on laptops and desktops
- Record status icons introduced to replace "Open" in Action column: Blue Pencil, Red Eye, Green Padlock
- Forms updated with cleaner visual design
- New Notes button added to pop out note history
- Draggable note-taking box for easier placement
- Placeholder checkboxes added to all forms for future questions
- Smaller fonts across the website for improved readability
- Menu bar updated for consistency and better user experience
- Assessor sent adjustments checkbox added to all forms
- Release notes introduced