Release Notes

We are continuously improving! These are the latest features 🌈 and bug fixes 🐞

23 Jul 2026

^{version 785}

New Features & Enhancements

• Expanded Shared Section support to allow Embed external pages and Report groups.
• Future scheduled checklists using rotating team assignments will now display the assigned team member ahead of time.
• Deleting a Goal now smoothly redirects you back to the Goal List/Tree view.
• (Admin) Category ordering is now visually reflected throughout the user interface.

Integrations & Performance

• Optimized backend transitions when starting, saving in progress, and completing checklists, significantly reducing latency and load times.
• API & MCP Fixes:
  • Fixed a dependency issue that caused REST API service interruptions.
  • Fixed an issue preventing the MCP server GET /sites  endpoint from authenticating with Enterprise API keys.
• Corrected a status mapping issue with the Limble integration to ensure seamless state syncs between Limble and your activities.

Bug Fixes

• Resolved a bug where skills were being double-counted if a user was mapped to the same skill through multiple roles.
• Shared Sections Stability:
  • Fixed an issue where Shared Sections were inadvertently deleted when applying the "Make default A3" layout.
  • Resolved a bug in Shared Sections where updating an FCL title would clear applied filters.
• Resolved an issue where images didn't upload successfully from iOS 26.5.2 for some Apple devices

15 Jul 2026

^{version 784}

New Features & Enhancements

• Flexible Approval Workflows: We’ve expanded our sign-off workflow options. You can now configure the "Raiser" or the "Raiser's Team Leader" as a designated Approver for activities.
• Advanced Control Charts (Xbar & R):
  • You can now manually set upper and lower control limits (UCL/LCL) directly at the template level, overriding the automatic calculations.
  • Added a truncation rule to automatically cap control chart limits at 0    when negative values are not applicable.
• Multi-Site Admin Efficiency: We have streamlined the administrative workflow, making it significantly quicker and easier for an Admin to assign a single user to multiple sites across the enterprise.
• Extended Equipment Scheduling: Introduced a third option for Equipment handling within Checklist schedules, offering even greater control over how tasks are allocated across multiple assets. This option rotates the team members and equipment.

Bug Fixes

• Checklist Scheduling Logic: Improved a navigation quirk where opening a future scheduled checklist would mistakenly open an older, in-progress instance. Selecting a checklist will now open that exact item, regardless of any incomplete tasks remaining in the schedule.
• Goal Management: Resolved an issue that blocked users from deleting Goals containing milestones.
• Embedded Reports: Corrected a reporting flaw where deleted subcategories were still displaying inside embedded charts.
• Localization & Display:
  • Fixed an issue where the activity summaries within SQDCP report hover tooltips were not translating into the user's selected language.
  • Resolved a visual bug where user avatars would occasionally fail to load on the initial page render.
• Support Diagnostics: Fixed an issue where the "Record screen for support" feature was failing to capture microphone audio.
• API Stability: Configured a default sorting parameter (updatedDateTime asc   ) for the /checklists    endpoint to ensure predictable API responses when no explicit sort order is provided.

6 Jul 2026

^{version 783}

Enhancements & API Updates

• Reporting API Updates:
  • Added Team Leader fields to the Reporting API endpoints for /teams and /users.
  • API list responses for activities now include a explicit 'deleted' status indicator where applicable.
• Qlik integration: Embed Qlik reports directly into your TeamAssurance dashboards using the Qlik integration.

Supplier Management

• External Auditor Data Access: When an audit is assigned to an external auditor, the system now automatically shares all relevant supplier record activities with them to ensure they have the full context required.
• Auditor Contact Management: Auditors can now add contacts using existing user accounts from other suppliers, streamlining cross-supplier communication.

Bug Fixes

• Search & Filters: Fixed a bug where including a question mark (?    ) in activity or checklist searches would cause the query to return zero results.
• Resolved an issue where the "Acknowledge" status was failing to display within a Filtered Activity List (FAL).

25 Jun 2026

^{version 782}

New Features & Enhancements

• Checklist Overdue Management: To prevent uncompleted checklists from inflating your overdue metrics, newly created checklist schedules will now default to "Auto discard when overdue." You can deselect this option at any time if the checklist should go overdue and be tracked as such.
• Checklist Schedules with equipment: When multiple pieces of equipment are linked to a checklist schedule, you now have expanded control:
  • Do all equipment: All the listed equipment should be attended to each time.
  • Rotate equipment: Cycles through the list, assigning a single piece of equipment per checklist.
• Checklist Team Rotation: Checklist schedules configured to "Rotate through team" will now pick a randomized team member to start the rotation, ensuring a fairer distribution of tasks over time.
• Expanded API & Report Filtering: The API/MCP activities list now supports filtering by Equipment and Product.
• Text Field Upgrade: Users can now successfully embed local or internal IP addresses (e.g., http://[ip_address]      ) into a Text field.

Interface & UX Refinements

• Material Select Component: Improved dropdown search behavior to display search results as a clean, fully expanded tree.

Bug Fixes

• Notification Preferences: Fixed a bug where using the @everyone       tag would mistakenly bypass user preferences and send emails to individuals who had notifications turned off.
• Checklist Integrity: Resolved a visual glitch that caused a "ghost" duplicate signature to appear on completed checklists.
• Performance of template edits: Fixed a timeout error that occurred when saving large checklist templates.
• Skills Matrix Accuracy: Corrected a logic error where skills were still displaying on a User Profile for teams or roles the user had already exited.
• Character Formatting: Fixed a translation bug where special characters were being converted into raw HTML code strings instead of their intended symbols.

18 Jun 2026

^{version 781}

Enhancements

• Video Upload Optimization: Improved the backend processing and playback stability for uploaded video files using the .mp4 extension.

Bug Fixes

• Skills Profile Tooltips: Fixed a visual bug in the Skills Training Profile where hover tooltips would occasionally display an incorrect skill level.
• Skills Matrix Permissions: Resolved a logic flaw where manually overriding a skill setting within the Skills Matrix still allowed a user to launch checklists from their individual skill profile.

12 Jun 2026

^{version 780}

New

• Activity Approvers: Introduce formal sign-off workflows to your processes. Activities can now be configured to require official Approver sign-off before completion.
• AI Root Cause Analysis (RCA) Agent: Meet your new AI assistant designed to streamline incident management. The RCA Action Plan Agent analyzes problem data to help teams brainstorm, structure, and generate effective root cause action plans faster. Requires AI add-on.

Enhancements

• Site-Specific Public Checklists: Public checklists can now be targeted to a specific site rather than being globally accessible, giving you better control over external data collection.
• Improved Excel Pasting: We have enhanced the new Rich Text Editor (RTE) to better handle data pasted directly from Excel, preserving table structures and formatting more cleanly.

Bug Fixes

• Checklist Search Filters: Fixed an issue where the "Due" filter was incorrectly hiding completed checklists from your search results.
• UI Navigation: Fixed a bug where the Checklist Search icon would temporarily vanish if a user toggled between the Schedule or Template tabs and back.
• Support Tools: Resolved a system hang that occurred when utilizing the "Record screen for support" diagnostic feature.

4 Jun 2026

^{version 779}

Enhancements

• Improved the backend handling and conversion of images and videos recorded on iOS devices to ensure flawless playback across operating systems and browsers.

• We have replaced the strict "one site or all sites" rule for a Skill. You can now select the exact combination of sites where a specific Skill should be available.

  

• Goals now feature a language icon indicator to clearly identify when a goal was originally created in a different language.

  

Checklist & Activity Enhancements

• Filtered Checklist Lists (FCL) now feature column selection options for both Start Date/Time and Completed Date/Time, improving visibility for fast-turnaround hourly checklists.

  

• Added a new configuration to Checklist Templates that forces users to link an action whenever a flagged response is triggered. The user will not be able to SEND FOR REVIEW/MARK AS DONE until an activity is linked.

  

Xbar and R Control Chart

• Tolerance configuration is split into distinct Lower and Upper tolerances, allowing you to set asymmetrical values for tighter process control.
• Supporting more decimal places to improve statistical precision.
• Read-only rows are greyed out to make it clearer that no input is possible in these cells

Bug Fixes

• Improved the "Between" and "Not Between" conditional logic in Measures to better handle decimal values.
• Fixed an issue that prevented users from unlinking a Goal if it originated from a different site than the host activity.

28 May 2026

^{version 778}

Enhancements

• Configurable FCL Columns: You now have full control over the Filtered Checklist List (FCL) display. Choose exactly which columns to show and access expanded sorting options to better organize your data.
• Search Performance: Optimized Activity Search logic, resulting in significantly faster results when searching across large datasets.
• Limble Integration: Improved Assignee mapping logic for the Limble CMMS integration, ensuring a more accurate sync of responsible parties between systems.

Bug Fixes

• iOS Media Compatibility: Fixed an issue where photos and videos recorded on iPhone would not play in the Edge browser on Windows.

  Personal Activity List: Fixed a pagination error that restricted the display to only the first 30 activities; the full list is now accessible.

  Deep Linking: Fixed a bug where Activity links in email notifications would fail if the associated Site Code contained a hyphen (-            ).

  New Features (Beta)

  • Activity PDF Downloads: You can now generate a PDF version of an Activity directly from the overflow menu (three dots in top right).

  • Automated PDF Emailing: A new Automation Rule Action allows you to automatically email a PDF of an Activity to designated recipients when triggered.

    Note: Both PDF features are currently in Beta with a limited number of customers.

21 May 2026

^{version 777}

New Features & Enhancements

• Camera Enforcement: Added a new setting to Checklist Templates that allows you to force users to use the live camera for photo captures. This option hides the "Upload from Gallery" choice, ensuring all photos are taken in real-time.
• API Expansion: A new goals/{id} endpoint includes data for all linked activities. This enhancement provides a more comprehensive view of the relationship between goals and the specific tasks driving their progress.
• Bulk User Imports: Improved logic for handling User Imports that lack email addresses, providing a more stable and predictable import process.
• Localization: Ongoing translation improvements for Checklists to provide better clarity for multilingual teams.

Performance & UI Optimization

• Smart Loading: Fixed an issue where collapsed sections would "flicker" open during page load. This optimization reduces unnecessary server calls and creates a smoother visual experience.
• Table Reliability: Resolved a loading issue that occurred in sections containing a high volume of tables, ensuring all data displays consistently.

Bug Fixes

• Notification Links: Corrected the URL logic in Supplier email notifications to ensure links redirect users to the correct page.

14 May 2026

^{version 776}

• Release Notes

  New Features & Enhancements

  • Export Checklists: We have streamlined data management by removing the "Export data" button from the Checklist List. Users should now use the Checklist Search export feature, which offers more powerful filtering to refine your data before downloading.
  • Streamlined Site Switching: Clicking on email notification links now handles site switching more intelligently, ensuring you land on the correct page even when working across multiple sites.

  • AI enhancements: Added OAuth Authentication support to the MCP Server for more robust and secure integrations.

    API Updates

  • Goal Filtering: The Reporting API for Goals now includes a Closed: true/false               filter, allowing for more specific data retrieval.
  • Deleted Goals: Introduced a new /goals/archive               endpoint to allow the retrieval of deleted goals via the API.

  • Linked Goals: Added a full Identifier for Goals linked within activities, so that it is clear which site it belongs to.

    Bug Fixes

  • Activities missing a specific "Activity Date" were appearing on incorrect dates in Monthly Calendar Reports.
  • Skill Checklists were not displaying properly when accessed via a "Copy Link" URL.
  • The mandatory flag was not being respected on Location fields
  • Enterprise API Keys were appearing multiple times in the settings list.
  • Cancelling a screen recording did not fully abort the process.

7 May 2026

^{version 775}

New Features & Enhancements

• Automated Team Rotation for Checklists: You can now automate responsibility for scheduled checklists. Instead of assigning them to a single user, the new "Rotate through team" option will cycle assignments alphabetically through all members of a designated team. When creating a Checklist Schedule, and after selecting a Repeat (e.g. daily, weekly) the option will be available in the team member list

  

• Smart Axis Scaling: Measure charts have been improved to automatically scale the Y-axis to smaller increments when data values are less than 1, ensuring better visibility for precision metrics.
• Persistent Goal Views: The Embedded Goal List report now remembers your preference; it will maintain the collapsed or expanded state of your lists as you navigate.

Bug Fixes

• Asset page stability: Resolved a critical issue where the Asset page was failing to display for some users.
• Layout Controls: Fixed a bug where the "Start Collapsed" section setting was being ignored; sections will now correctly honor this configuration upon page load.
• Search Refinement: Corrected an issue where search filter chips were not displaying empty for specific incident activity types.

30 Apr 2026

^{version 774}

• Limble CMMS Enhancements: We have implemented several updates to our Limble integration to improve data synchronization and workflow automation between maintenance tasks and your core activities.
• Translation Efficiency: Optimized the backend handling of translations for Activity Lists, resulting in faster load times and smoother performance for multilingual teams.

Admin & User Experience

• Shared Sections Management: Administrators now have improved controls over Shared Sections, providing more granular oversight and better management of multi-section activity types.
• Goal Media Fix: Resolved an issue where users were unable to delete images once they were uploaded to a Goal. You can now manage your Goal media attachments without restriction.

23 Apr 2026

^{version 773}

New Features & Enhancements

• New Custom Field Types:

  • Risk Matrix: A dynamic field that can be displayed as a grid or a dropdown.

    

  • Team Member Selector: A new field type for activities that allows you to select one or multiple team members directly within the form.

• SQDCP Navigation: Updated the Month Selector UI with intuitive "back" and "forward" arrows, making it faster to toggle between monthly reports.

  

• Supplier Management: Added a dedicated Risk Rating field to Supplier Business Unit details for improved vendor risk assessment.
• Limble CMMS Integration: We’ve expanded our maintenance integration capabilities. You can now connect your platform with Limble, joining our existing CMMS integration of MEX.

Performance & Fixes

• Conditional Logic Speed: Improved the responsiveness of conditional questions on Checklists. These now trigger and display significantly faster after a response is entered.
• Filter Readability: Fixed a bug in search filters where Team IDs (numbers) were being displayed instead of the actual Team Names.

21 Apr 2026

^{version 772.1}

New Features & Enhancements

• Enterprise-Level API Access: Streamline integrations with a single API key that works across all sites in your enterprise (or a subset of sites). This update removes the need to manage individual keys per site and includes a refreshed API Account Settings interface.
• Custom Field Sorting in FAL: You can now sort Filtered Activity Lists (FAL) by columns containing custom field data, allowing for more precise organization and reporting of your unique data points.
• Shared Sections Optimization: We’ve improved the reliability and handling of Shared Sections within multi-section Activity types, ensuring configuration and access is limited to the appropriate roles.

16 Apr 2026

^{version 772}

New Features & Enhancements

• Report Configuration Update: We have standardized report configurations to match the SQDCP report format, providing a more consistent administrative experience.
• SQDCP Monthly Toggle: Added a new Hide/Show option for "Month" views on SQDCP reports, allowing for more granular control over Tier board report displays.
• Shared Section Optimization: Improved the reliability and handling of Filtered Activity Lists (FAL) when used within Shared Sections.
• Enhanced Translations: Implemented backend improvements to the translation handling for Goals, ensuring better experience for multilingual teams.

Bug Fixes

• Asset Calendar Visibility: Resolved a logic error where checklists would disappear from the Asset Calendar if their due date was manually set to a date prior to the original creation date.

10 Apr 2026

^{version 771}

New Features & Enhancements

• Undelete Activities: Users with the required permissions can now restore deleted activities, providing an extra layer of data security and recovery.
• Goal Navigation: Added a "Copy Link" option to the kebab (three-dot) menu for Goals, making it easier to share direct links with teammates.
• Supplier Management Improvements:
  • Added status to the "Supplier Team" and "Business Unit" fields.
  • Added a search box to the Site List for faster navigation and selection.
• API Update: The Goal API now supports Full Identifiers (in the format [siteCode]-GOA-123), making it easier for multi-site mapping

Bug Fixes

• Calendar Accuracy: Fixed an issue where the display logic for Yearly View in embedded checklist calendars grouped items by 30-day increments instead of standard calendar months.
• Data Exports: Resolved a bug where Rich Text custom fields included raw HTML tags in exported files; these now export as clean text.
• Table Stability: Fixed an issue where the "Edit Table" function would fail to save the value of the currently active cell.
• FAL Customization: Corrected a bug that prevented users from setting or saving a Default Sort Order in Filtered Activity Lists.

2 Apr 2026

^{version 770}

New Features & Improvements

• Template-Ready Filtering: You can now filter Filtered Activity Lists (FAL) and Filtered Checklist Lists (FCL) by "Assignee Team." This enhancement makes it significantly easier to create reusable templates for Tier Boards and various A3 reports.
• Performance Optimization: We have implemented backend improvements to increase the speed and responsiveness of table updates across the platform.
• API Enhancement: The /goals API response now includes "Participants"

User Experience Updates

• Navigation Fix: Resolved a scrolling issue on iPhones that prevented users from swiping through large photo galleries.
• Interface Refinement: Updated the hover icon for activity lists from a standard arrow to a hand pointer to better indicate clickable elements.

26 Mar 2026

^{version 769}

• Goals API enhancements – The Goals API now includes milestones, status history and custom fields to support richer reporting and integrations.
• Performance improvements – Activities lists (both API and in-app) and reporting spreadsheets now load significantly faster, especially for large enterprises.
• Quicker checklist tables – Creating and editing tables in checklists is more responsive.
• Easier scrolling – It’s now easier to scroll through long lists of Activities, Goals and Checklists with the prev/next arrow icons.
• Improved empty states – Embedded calendars show a clear message when there are no matching records.
• Cleaner user imports – Imported email addresses are normalised to lowercase and names to title case for more consistent records.

19 Mar 2026

^{version 768}

• Reporting API Upgrades: We’ve added Asset-related endpoints (/assets, /asset) and new sorting capabilities, giving you more flexibility and precision when pulling your data.
• Better Visibility: You’ll notice the "New" buttons are always colored. We’ve updated the styling to make it much easier to spot when you need to create a new action, checklist, or goal.
• Language & Timezone Accuracy: Tables now correctly match the activity's language (preventing double translation back to the same language), and Skills training completion dates are now timezone-aware for our global users.
• Bug Fixes: We’ve ironed out some kinks with Supplier filters, Skills Training record loading, and activity search column persistence.

12 Mar 2026

^{version 767}

New Features & Enhancements

• Public Checklist Photos: Add photo attachments directly to Public Checklists, providing better visual documentation for people without a TeamAssurance account.
• Performance Boost (Product/Part Lists): Optimizations have been made to the loading and interaction speeds of large Product and Part lists.
• Expanded Reporting API: New endpoints are now available for Assets, allowing for more robust data extraction and custom reporting.
• Enhanced User Imports: Added dedicated columns for Active and Notification status during bulk user imports to simplify account provisioning. This is limited to Enterprise Admins.

Bug Fixes & Refinements

• UI/UX Cleanup:
  • Removed the avatar on mobile views to maximize screen real estate.
  • Fixed a layout bug where videos would fail to play in sections after the "Edit Layout" tool was applied.
• Activity Logic:
  • Improved the Overdue Filter logic to also account for time (in addition to date). This ensures it accurately displays only the tasks past their due date as of the current time.
  • Teams listed in the "Shared To" field are now cleared when creating a linked activity to prevent an issue where a Team could not be removed.
• Asset Management: Resolved an issue that prevented users from editing Asset Details, ensuring all asset information remains up to date.

5 Mar 2026

^{version 766}

New Features & Enhancements

• Calendar Reports: Monthly reports now display activities shared from other sites. This is consistent with the main activity list and Filtered Activity List (FAL)
• Activity Visibility: Personal activity lists now include events where you are a Participant.
• Audit Trails: Added timestamps to the History section for better tracking.
• FAL: Added a Total Downtime field to the column selection options in Filtered Activity Lists.
• Microsoft Copilot Integration: We are implementing an MCP Server proxy for the Reporting API to enable seamless connection with Microsoft Copilot.
• Updated APIs to also include full activity identifiers (e.g. [site]-ACT-222, instead of ACT-222)
• Menu Cleanup: Removed "Lean Academy" from the main navigation menu.

Bug Fixes

• Reporting API: Resolved an issue where "non-answers" in multiple-select questions caused errors.
• Site Filtering: Fixed a bug where checklist templates shared with specific sites were missing from the Filtered Checklist List (FCL) filter.
• Bulk Actions: User imports now correctly update to "Cancelled" status if the process is aborted.

23 Feb 2026 

^{version 765}

• Calendar reports major upgrade;
  • Create a calendar report for any CATEGORY and ACTIVITY TYPE
  • Select the shape. A letter (S, Q, D etc), Calendar or Cross

  • Scale the size of the reports to better fit Tier boards and Dashboards
• Export data from a Filtered Activity List
• Improved skill level transitions when a training checklist is shared between skills/levels

12 Feb 2026 

^{version 764}

• Sortable date format in Activity Data Exports
• [fix] Embedded calendars display checklists on two rows
• [fix] Mention email notifications are not sent if the Comments permission is OFF
• [fix] Activity search doesn't work when searching INC

5 Feb 2026 

^{version 763}

• Skill Matrix: Fixed an issue where the list order was inconsistent; Team Members are now sorted alphabetically by first name.
• Reporting API: Increased the timeout limit for the /users                                   endpoint to prevent connection errors during large data requests.
• U Charts: Corrected the UCL (Upper Control Limit) and LCL (Lower Control Limit) calculations to accurately reflect the Rate.
• Permissions: Added granular control for Goals. Each Role can now be assigned create, edit, or view goal permissions.

2 Feb 2026 

^{version 762}

• Search using text in Filtered Activity Lists. The vertical dots menu has a new option to Show search box, which will display to the left of the Team Member photos. This becomes an additional filter for the list.

  

• [fix)] Unable to paste in Rich Text Editor via ctrl-shift-V (pastes without formatting)
• [fix] Unable to delete all details from the Rich Text Editor
• [fix] Unable to upload organisation logos in Site settings
• [fix] Activity translation can timeout when text is extremely long
• [fix] Improve performance of skills Training Record list

22 Jan 2026 

^{version 761}

• Search keyword improvements
• Activity Type with Sections can have a section where the content is shared across all activities of that type. This will be useful for structuring Tier Boards.
• Measure formula support constant values in a formula (e.g. series formula = 2)
• [fix] Hyperlink is not editable in checklist templates
• [fix] Rich Text editor does not support format when pasting from Excel
• [fix] Text custom field edit dialog shows stale value when reopening activity
• [fix] Questions on Scheduled Checklists are not visible until user clicks START

20 Jan 2026 

^{version 760}

• Database improvements

15 Jan 2026 

^{version 759}

• Activity History
  • For an activity shared to other sites, the History displays in any site it is viewed from
  • History logs the data entered during Create Activity
  • [fix] Identical team names impact History logs
• Allow Supply Chain Managers to delete NCs and Documents created by External Auditors
• Asset:
  • Discarded Checklist background color is now gray on the Calendar view, to make it visually differentiated from overdue checklists
  • [fix] Asset calendar should display scheduled checklist instance
  • [fix] The end time/date is displayed beyond what is expected
• Search: Activity free text search now searches across more fields, and will surface more matching results
• Admin: Team Members Data export includes username
• [fix] Reports: Select a site in Calendar report config and the dialog closes unexpectedly

31 Dec 2025 

^{version 758}

• Application external monitoring: Allow ELK Heartbeat to hit root URL for monitoring
• Restricted feature: Participant on a checklist schedule (a.k.a. Gemba Routines)
• Spare Parts: Add multiple Asset/Equipment selections to an Activity
• [fix] Timezone on the issue embedded calendar

19 Dec 2025 

^{version 757}

• User Import: Backend improvement for the bulk import of New Users

18 Dec 2025 

^{version 756}

• Bug Fixes: Resolved issues with "Last X Days" activity search filters and inline due-date editing

11 Dec 2025 

^{version 755}

• Checklists
  • Option to set a Start time for a scheduled checklist. e.g. always initiate a daily checklist at 7am.
  • Allow deletion of a checklist that is linked in an Activity
  • [fix] Text editing in checklist template loses place when typing
• Search filters: [fix] 'Last calendar month' search filter is including activities from this calendar month
• Activities:
  • Titles of embedded elements are saved when saving to the template
  • [fix] Team list in Share to dialog disappears when a second site's team is selected
• Supplier:
• Reporting API: Include site code in shared teams for activity
• Integrations: MEX Integration - Allow default Asset ID to be configured when creating Work Orders
  • Supplier Audits not appearing on the Calendar
  • Add supply chain materials to all suppliers in the chain
• Login authentication: Technical change to the login authentication workflow for SSO. This is to avoid an issue for European-based customers that use zscaler.  

4 Dec 2025 

^{version 754}

• Checklist schedules: Automatically discard checklists before they go overdue. This new option on Schedules can prevent a build up of overdue checklists. This setting is OFF by default.

  

• Single Sign On: Automatic account creation when using SSO (aka User Provisioning) now includes site access information. This reduces admin effort by your IT team.
• Reporting API: Increase max limit on reporting list endpoint for Activities
• Filtered Activity Lists:
  • Numeric columns are right-justified and have separators
  • Columns display edited field Labels
  • [fix] Column titles are duplicated
  • Red background for overdue activities in calendar view
• Skills: [fix] Expiry period value is cleared after editing skill title
• Activities: The Raising team is excluded from the Share To pop-up on the Create Activity screen. Selecting this team was never necessary, since the raising team is always implied in the Sharing.
• Supplier: Display the Supplier status in supply chain
• Admin: In the Site Settings > Organization > Format, the Site time zone is displayed

27 Nov 2025 

^{version 753}

• Search results have a Chart feature, and settings to allow different views. To chart, once you've selected filters and have alist of results, there is a button with a chart icon next to the FILTERS. Click to view the chart, and next to the button is SETTINGS to change views (Bar/Line/Area, Series etc).

  

• Checklist schedules can be edited for one-off changes (assignee, scheduled date etc)
• Stricter controls on VIEW permission for activity types in Search
• Improved loading performance for activities linked in sections
• Ensure a completed public checklist cannot edited
• Arabic Translation updates
• Improved loading of the NEW button in Team Member page
• [fix] Checklist update fails when section's applicability is toggled while in another language

20 Nov 2025 

^{version 752}

• [fix] Vertical scroll bar displays on Calendar reports
• [fix] Scored checklist displays 10+ decimal places

11 Nov 2025 

^{version 751}

• API: Goals
• Improvements to the Conditional Checklist Rules feature
• Supplier: Default materials list
• [fix] Checklist Table disappears after reinstating checklist
• [fix] Checklist Template appears multiple times if shared to multiple sites

7 Nov 2025 

^{version 750}

• Workday Integration 
• Public checklists can include attachments in the template
• Updated UI for Checklist Conditional Rules
• Supplier List Team Selector should filter by Business Unit
• [fix] Asset: Error updating text fields

31 Oct 2025 👻

^{version 749}

• Checklist conditional rules (upcoming feature): Set a checklist question to conditionally reveal a follow-up question only when a specific answer is selected.
• API: include timestamp of shareTo
• API: new endpoints for Users and Roles
• Change public checklists to not automatically submit if all mandatory questions have been answered.
• [fix] Can't view Checklist Status in my personal list of Checklists

26 Oct 2025 

^{version 748}

• Updates to the translation mechanism of checklists

22 Oct 2025 

^{version 747}

• Activity search filter: Location. Also available in the Filtered Activity Lists.
• Beta release of Conditional checklist rules and sortable columns for the Filtered Activity List. Expect further announcements in the following weeks.
• Return 4XX error when SCIM create user payload does not contain names

17 Oct 2025 

^{version 746}

• New search filter on Activities: Location
• API: /teams to include status (active or inactive)
• Update Arabic translations
• Supplier: Do not notify of Sharing on Reassignment
• Supplier: Allow Due date to be set on activities when they are Assigned to supplier by rule action
• Reduce avatar image size to improve loading performance
• [fix] SCIM create user does not error when wrong site code is presented
• [fix] Checklist templates on sites with single category causes validation error that cannot be resolved
• [fix] Training record skill search filter only showing first 30
• [fix] Skills Training Events next 30 results replace the current 30 results
• [fix] Add a Team Member from the Activity List screen is not working

9 Oct 2025 

^{version 745}

• The Skills main filter counts will update when subfilters are selected. This provides a more accurate view on the Gap %.
• Ignore mandatory question if a Checklist Section is 'Not Applicable'
• [fix] Cannot preview checklist templates

3 Oct 2025 

^{version 744}

• Team skill assignment (in Site Settings) has had a refresh. Admins can now edit until they are ready to save. There's also a checkbox to apply to all Team Members (including new Team Members)

  

• Limit @mention matches to users that have access to the activity (and not all users from other sites within the Enterprise)

• Date filters in Search have a custom option for Last/Next X Days

  

• Change attachment uploads to reference teamassurance url, instead of AWS, to reduce conflicts with IT firewalls
• Display more details for repeating checklist schedules, including a tooltip
• Add tooltip to 'repeat' column on checklist schedule list
• [fix] Custom repeat checklist schedule skips the first start date

23 Sep 2025 

^{version 743}

• Improvements to the Supplier module
• [fix] Cannot reset SQDP reports back to CURRENT MONTH
• [fix] Embedded Goal tree is missing expand/collapse arrows

17 Sep 2025 

^{version 742}

• Upload documents to a Checklist template, including Skills Training templates

  

• Add 'Location of Event' to Filtered Activity List column selection

  

• NEW button on Filtered Activity Lists include Shared activities. This is now consistent with the main Activity List.
• Linked Activity icons missing from embedded Goal List
• Bolstered the Embedded External page feature (iframe) to support more url link types
• [fix] Checklist offline mode

11 Sep 2025 

^{version 741}

• Edit Embedded page links.

  Sometimes the link needs to be tweaked, and now you can without having to delete and re-embed

• Display PUBLISH button for Draft checklist templates
• Include contributes-to-goal activities in the goal tree's icon
• [fix] Search filter: Tags is empty

9 Sep 2025 

^{version 740}

• Share to: Site selector is more obvious
• [fix] Drag-and-drop to attach files for A3s
• [fix] Label overrides not showing for some users

5 Sep 2025 

^{version 739}

• Team Member settings now displays the default Role ("User"). This is needed to perform even the most basic functions in TeamAssurance and should be enabled for everyone. 
• Asset module defaults to "Hide empty rows" 
• Reset the background color for section headings

18 Aug 2025 

^{version 738}

• Filtered Activity Lists: 'NEW' button includes weekend activities on the following Monday
• Activity search: Removed the 'Not linked to' filter
• Supplier Audits:
  • Include Audit date, Supplier and score in checklist lists
  • Make Primary Contact
  • Show country name not code in supplier address
• [fix] Uploading pdf attachments from an iPhone adds a ".html" at the end of files and they cannot be opened
• [fix] Site list in 'Share to' dialog is not listed alphabetically

11 Aug 2025 

^{version 737}

• Add a title to any table, embedded external page or Filtered Activity List or Filtered Checklist List.

  
  

  For example, a Filtered Activity List (above) has a new menu item Title. Click on this, add text and save. This will replace the generic FILTERED ACTIVITIES title.

  

  This provides context without needing to open the filter tray.

• Checklist History records when the checklist is first generated via a Status change

• Simplify the checklist tooltip on Asset calendars. It provides a summary of the checklist, including; Title, Start date and Assignee. The tooltip is the pop-up box that displays when hovering over the checklist schedules in the ASSET calendar. 

  

• Updated the PowerBI connector with a Material table. New json files are required to update the connector - request via Support
• Updated the Reporting API with a Materials endpoint
• Improved search performance to find Linked Activities
• Improved performance of multi-section activities by lazy loading reports only when they are in view (as you scroll)
• Forbid access to Table toolbar (where you can add columns and rows etc) when the Table editing is restricted to specific team members

5 Aug 2025 

^{version 736}

• Filtered Activity Lists will display activities shared from other sites (for multi-site setups)
• Filtered Activity Lists can now display DATE OF EVENT for a column
• Mex (CMMS) integration will ingest work orders with no description
• [fix] Prevent same-language translations of activity section titles
• [fix] Regression: FAL activities are ordered newest to oldest (should be oldest to newest)
• [fix] Comments are not displaying

23 July 2025 

^{version 735}

• The Date Picker defaults the first column to Sunday, however this can now be changed. Site Settings includes a "Week starts on" field, and changing this will change it for all Team Members in this site. Each Team Member can also change it to their preferred value in their Profile. 

  

• RAISED BY TEAM should be available as FAL column
• [fix] Asset overview not displaying
• [fix] Adding a second embedded asset calendar in an A3 updates the data shown in the first asset calendar
• [fix] Performance issue in IncidentReport database query

21 July 2025 

^{version 734}

• Add a title to a table

  

  When a table has a title, it will always be displayed above it in bold. When Edit Layout is used, the title will move with the table.

• Custom field activity search filter

10 July 2025 

^{version 733}

• Supplier List materials filter should include child materials
• [fix] Checklist template previews cannot be opened
• [fix] Error creating supplier from Supplier calendar
• [fix] Using the next/previous buttons on an activity sometimes doesn't change the details field

7 July 2025 

^{version 732}

• FCL transient filters are disabled for most users on Supplier Record
• Checklist Template shows rules for other modules
• Supplier Record completely refreshes after update
• Do not show Self Assessment scores to Suppliers
• Allow External Lead Auditor to reassign audits
• Only display site name in list when adding user to another site.

4 July 2025 

^{version 731}

• Updated German translations
• Updated permissions to enable Team Membership management
• Asset Management can optionally link to Activities to manage Equipment
• [fix] Sometimes adding a Participant will also add their team to Share To, which cannot be removed
• [fix] Filtered Activity List NEXT arrow disappears before the last activity

2 July 2025 

^{version 730}

• API: include Checklist status changes
• Add flagged count to Checklist sharing notifications 
• [fix] Adding text to cell on goal milestone grid causes headers to not align with cells

25 June 2025 

^{version 729}

• Checklist template can be shared with selected sites. Previously the only option was all sites.

• Add "Last Logged In Time" column to the EXPORT DATA xls in the Admin only Team Member area. This helps to check who is an active user based on when they most recently logged in.

  

• Add totalScorePercent and creator to the Checklist API and PowerBI connector
• Reinstate "On Hold" subfilter for Skill training events
• German language updates
• Switching to other languages does not always refresh the Status translation
• [Fix] Checklists may lose changes
• [fix] Cannot add a date into a null DUE DATE field on activities migrated from another system

20 June 2025 

^{version 728}

• List a link to the latest attachment in the 'Attachment' column for a Filtered Activity List
• [fix] Load more on Table Snapshots is not expanding
• [fix] Filtered Checklist List quick filter count on UPCOMING is inaccurate

18 June 2025 

^{version 727}

• Additional quick filter DUE TODAY on Filtered Activity Lists. Available by request to the TeamAssurance Support team

  

• Updated German translations
• [fix] Text box cannot be used if browser language translation is in conflict with app language switcher

15 June 2025 

^{version 726}

• Updated german translation of aufgezogen von to Erstellt von ("Raised by") and other similar fields
• Filtered Activity List column header list: added ' Start Date',  and ordered list alphabetically
• [fix] Parent Child fields do not support label overrides for translations
• [fix] Top of the page disappears in Edge browser when translate is on

12 June 2025 

^{version 725}

• Main filter text now sits above the count. This change was necessary to fit text for other languages

  

• Update german translation for 'Guide' to Leitfaden

• Supplier Audit calendar: Yearly option

  

• [fix] Table cells with conditional color rules may cause performance issues
• [fix] Activity List summary issue

10 June 2025 

^{version 724}

• Different format of Due Dates of Activities linked in an A3 section, depending on Status Type
• Allow translations for read-only fields
• Conditional colour rules not respected in some cells
• Last row in embedded aggregate measure - font is not formatted correctly

30 May 2025 

^{version 723}

• Search filter: Assign OR Share to team.
• Team selectors: more options to make it easier to find and select multiple teams, including All Teams checkbox, a Search box, and multiple Site selection
• Updated German translations
• Skills: change 'Overdue' filter to 'Expired', updated icon next to Training Event subfilter
• Request Acknowledgment from Teams at other sites
• Introduced an updated Rich Text Editor (RTE), which can be enabled on request
• [fix] Checklist search filter 'Date Raised- Last 7 days' is not inclusive

23 May 2025 

^{version 722}

• Search filters for Multiple Choice/Select custom fields 
• Face login: updated to latest version of underlying technology
• [fix] Checklist signature name is updating to current logged in user when it is opened to edit
• [fix] Skills: IN REVIEW subfilter is selected when any main filter is selected or deselected
• [fix] 'Last 7 days' search filter does not include activities raised today
• [fix] Error when saving an A3 section-embedded custom rich text field that has html characters

20 May 2025 

^{version 721}

• Checklist signature name and timestamp are system populated based on the logged-in user.

  - Previously, it was possible for anyone to sign and manually enter a name. We received feedback that this could be misused and lacked proper accountability.

  

• Compact view for Calendar reports

  - Setting option to hide the legend, then use Edit Layout to order these reports.

  

• Populate Calendar reports based on the Raising Team, Assigned Team or by which team it is shared to (this is often used for escalations) 

  

• More columns on Filtered Activity Lists

  - Display 13 columns instead of 6 (Show more columns/Show less columns)

  - Configured per Filtered Activity List

  - Useful for full width activities

  

• Improved load time for large Equipment lists 
• [fix] Measure columns scrambled ordering if adding columns over paging value (e.g. 15 columns)
• [fix] Cannot horizontal scroll Site settings: Skills & Roles in Microsoft Edge on Windows
• [fix] Custom text field is not dynamically translated
• [fix] The search on Search filter:Tags should be case insensitive
• [fix] Add button on participants field to add more than one Participant

14 May 2025 

^{version 720}

• Filter Team Selector with typed text
• Change checklists to save as you go
• Reassign List should highlight current selection
• Improve performance of Checklist list and search
• Improve API error message for when an external identifier is duplicated using CreateActivity call
• [fix] Adding row to a mirrored table should only display in current table
• [fix] Prevent new activities being created with duplicate external identifiers

8 May 2025 

^{version 719}

• Default new measures to 15 columns, instead of 20 columns. This works better with the Measure paging (the toggle that controls whether 15, 30, 90 columns are displayed at a time)

• Move A3 Section Settings to "+" Menu. This means that clicking anywhere on the section bar will expand/collapse, which is more expected behaviour

  

• Display newly created Team Member in list immediately
• Added validation message for the Activity API when a team in the wrong site is provided
• [fix] Export Activity Data for a table fails if there is a cell with 'Date and Time' input
• [fix] Checklist filter list displays 'undefined' in the TEM-id for templates 'Shared to other sites'
• [fix] SSO login after scanning QR code will fail to load QR code url
• [fix] Admin unable to add roles on create new user view

5 May 2025 

^{version 718}

• Allow search by full email address in Team Members
• Include Participants in API 
• [fix] Sometimes an email notification is received twice

30 Apr 2025 

^{version 717}

• In activity search Shared to filter, add an option to include/exclude the Raising team. This is useful because when an activity is raised, it it shared with the Raiser's team automatically - however, this is not explicitly displayed in the Shared to field. And sometimes you don't want to see items Raised by the team, only items Shared from other teams.

28 Apr 2025 

^{version 716}

• Weekly overdue email redesign and updates;
  • Simplified the layout
  • Include outstanding Acknowledgement activities, Skill training events and Goals
  • Schedule the send time based on site timezone
• Skills: new sub-filter for skills-checklist status
• [Fix] Document Attachments on checklists are only visible in edit view of the checklist
• [fix] An aggregate measure table will not display conditional colors if the chart type setting is altered

16 Apr 2025 

^{version 715}

• [fix] Date and Time fields in checklists do not get flagged when answered
• [fix] Table cell bold, which is then bulleted, is limited to1 char input at a time

15 Apr 2025 

^{version 714}

• Improve logging for external systems

11 Apr 2025 

^{version 713}

• Checklist have a new question type: Attachment. This will allow the person to add a Photo, Document or Video. 
• [fix] checklist API unable to return checklist with 'null' items
• [fix] Typing into Embed External Page dialog is slow
• [fix] Stray "0" in front of status value for a checklist that is linked in an A3

4 Apr 2025 

^{version 712}

• Supplier Materials field should be read-only
• Allow roles to be limited to certain sites
• Supply Chain contact activation
• [fix] TA logo not displaying on Prod notifications
• [fix] Checklists containing table2 questions with flaggedIfAnswered error in API

2 Apr 2025 

^{version 711}

• Display the full title of checklists behind the NEW CHECKLIST button
• [fix] Cannot start scheduled checklist from QR code
• [fix] Cannot view linked activities/checklists in section if the section is Restricted to Teams

27 Mar 2025 

^{version 710}

• Checklists: make Date, Time and Date-Time responses consistent timezone 
• [fix] Cannot start a new checklist with a table where question is flagged if answered
• Improve message when loading large tables and measures
• Refresh tables in an A3 section when the section is collapsed then expanded

25 Mar 2025 

^{version 709}

• Skills: simplify the options for single-level skill Training templates
• [fix] Deleted checklists are listed in the "Weekly Overdue" email

19 Mar 2025 

^{version 708}

• Acknowledge improvements: bringing outstanding Acknowledgements to the attention of Team Members 

  
  

  1. Unacknowledged badge count

  

  
  

  A new badge count sits on the company logo/Team Member photo. This displays when there is an activity that the Team Member must Acknowledge. 

  
  

  2. Acknowledge filter

  Clicking on the logo/photo will open the Team Member personal Activity tab, and a new Acknowledge filter will be preselected

  

• [fix] Long Checklists with Tables are not always responsive and can cause page to crash
• [fix] Skills module schedules checklists for inactive users and deleted checklists

13 Mar 2025 

^{version 707}

• PowerBI reports are now easier to build for checklists that contain tables. This is due to the improved Azure storage of the tables to the 'Spreadsheet' blob storage. These changes have been automatically applied and existing checklist templates are already updated. This is only relevant if you are using the PowerBI connector.

11 Mar 2025 

^{version 706}

• Supplier improvements

6 Mar 2025 

^{version 705}

• Enhancements to the Supplier module
• Improved searches that include special characters e.g. #, (, &

4 Mar 2025 

^{version 704}

• Goal History records changes 

  

• Improved Activity search for when search terms contain less than 4 characters

3 Mar 2025 

^{version 703}

• Admin > Team Members > History will record Role changes

27 Feb 2025 

^{version 702}

• Send notification to the Goal assignee
• [fix] % Skill row inaccurate
• [fix] Filtered Activity List (FAL) counts can be inaccurate when the Shared To filter is used. It is double counting if there are additional teams listed in the Share To field. 
• [fix] Checklists clear answers when clicking IN REVIEW
• [fix] Better handling of empty table cells in checklist api

20 Feb 2025 

^{version 701}

• Lock filters on FAL/FCL
• Other minor bug fixes and improvements

17 Feb 2025 

^{version 700}

• More Spanish translations for Status
• Updates to the Go1 Integration
• [fix] Expiring and Overdue skills counts are including Inactive Team Members
• [fix] Quantity field is not editable

12 Feb 2025 

^{version 699}

• Asset: Embeddable asset calendar
• Spanish translation updates
• [fix] Inactive users are being counted in the skills %

9 Feb 2025 

^{version 698}

• Supplier module improvements

4 Feb 2025 

^{version 697}

• Go1 Integration
• Display checklist percentage scores to one decimal point

3 Feb 2025 

^{version 696}

• Indonesian language option

29 Jan 2025 

^{version 695}

• Default Supplier Site Name to company name
• Notify checklist author when a Public checklist is submitted and IN REVIEW status
• Translate table text in Activities and Goals 
• In Sectioned Activities, linked Checklists will display a flag icon
• [fix] Filtered Activity List filters in the asset module are not updating the list
• [fix] Cannot remove activities from a Watchlist

21 Jan 2025 

^{version 694}

• [fix] Public checklists Copy Link not working
• [fix] Public checklists cannot be set to Review status
• [fix] Linking activities to measures results in too many linkages
• [fix] Filtered Activity List Category filter does not show all the available categories if the first issue type in site has category restriction
• [fix] Performance for some Tier board activity types

15 Jan 2025 

^{version 693}

• [fix] Checklist template errors when changing table cell input to 'Equipment list'
• [fix] Category does not get auto selected when linking new activity

9 Jan 2025 

^{version 692}

• Skills gap calculation should exclude unallocated skills
• Option to display and select Material on Checklists
• Add Material search filter to Checklist search 
• Disable link for deleted Public checklist templates 
• Reporting API performance improvement for large tables 
• [fix] Category field does not default to the first category if the first category has subcategories
• [fix] Fields hidden based on category are not hidden in the the create activity view

6 Jan 2025 

^{version 691}

• The API will sort columns and rows (Measure table and A3 table) in the correct order. This requires an update to Azure. Please reach out to support@teamassurance.com for the json file.
• [fix] Table calculations will not work if the number in the cell has a whitespace after it

End