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Due date range is limited to within the next year.
Currently open training items will have a Due Date of “N/A”. Users can still complete those training items . Optionally as is, or those users can be re-assigned to apply a Due Date.
#2 Periodic Document Reviews
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On Release of a Document Revision, the Periodic Review Date is automatically set to a future date (e.g. 1 year in the future).
The Periodic Review Report (New) will display all documents with Periodic Reviews, sorted by Review Date.
When the periodic review is due, Document Owners have two routes:
If the document requires changes they will process a new document revision following the standard release workflow. The new revision will receive a new periodic review date upon release.
If the document does not require changes the Owner can record a Periodic Review in the Document Administration page. This action will record a Periodic Review in the Audit record and reset the Periodic Review date.
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#3 Document Search Views
The document search ( and document search macro ) have been upgraded to allow display of 4 different tailored views. Each view has specific displayed columns and sort order. For example, this allows setting up a page showing Released documents that does not include Reviewer information.
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The Organization Name has been added to the header. By default this shows the Confluence Site Title, or can be overridden set in eSign Document Settings at the space level. If neither is set the Atlassian cloud name is used.
The option to show the Document Owners list has been added. This can be useful if the users need to know who to contact about this document. Also the recent Confluence change of page Created by to Owned by can be confusing for new users. (For Release Copies the page owner will always be ‘eSign’). Enable this option in Document Settings.
The Document # (ID and Revision have ) has been moved to the top right for better visibility and consistency.
Field prompts (e.g. Document #, Status) have been moved to tool tip (view on float over) to streamline the header display. Note on PDF /PDF export Export the field prompts are still display.
From a technical perspective, page caching has been leveraged to help the header display faster. This means it may take a few minutes for configuration changes to take effect. (
Open in a new tab to see changes immediately).
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Report | Description |
|---|---|
Open Training Report | Report all documents with open training assignments for any users. Sorted by next due date. Documents with overdue training are flagged. System wide or by Space. |
Periodic Review Report | Report all documents with periodic reviews scheduled. Sorted by next periodic review date. Documents with overdue reviews are flagged. System wide or by Space. |
User Training History Record Report | Generate a report of User Training Records for a specific person. Run system wide or report by Space. |
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Note that user training records are new with this release and will compile per person training records going forward. For historical training refer to individual document training records.
#7
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Miscellaneous
The User Training Assignment limit has been raised to 1000 users. The system now supports assigning up to 1000 users at one time.
The size of the Document Management dialog is increased
The eSign Document Settings configuration page layout was revised and settings grouped by area
#8 Issues Fixed
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