Who is this article for?

Administrators interested in learning more about product updates.

No elevated access or permissions are required.

This article outlines the product changes, enhancements, and fixes that have been implemented for our LTS clients throughout 2026.

2026.3.1.1 LTS

Features

[Inbox] Gilroy font update and readability fix

The application font has been updated to Gilroy to meet Ideagen's brand compliance requirements. This change applies consistently across all pages and modules.

Note

The Gilroy font change was included in 2026.3.1.0 but was omitted from the original release notes. The inbox readability fix is new in 2026.3.1.1.

Fixes

• Resolved an issue where attempting to disable a user who had pending training sign-off tasks returned a generic "Error disabling user: Unknown error" message with no actionable detail. The error occurred when the user was assigned sign-off tasks either directly or via group membership.
• Resolved an issue where an in-progress training instance (at Sign Off state) was unexpectedly cancelled when a user was added to a second group that had a Required training assignment. The system was incorrectly cancelling and re-creating the instance rather than leaving the existing one intact.
• Resolved an issue where removing the expiry interval from a Test Definition (by setting the value to 0) did not reset the Date Expires field. The date remained showing the previously calculated expiry date even though expiry was no longer configured.
• Resolved an issue in Legacy Workflow Definition where reordering custom fields within a step caused field names to display the old (pre-rename) title rather than the current name. The field names now always reflect the latest value from the Custom Fields definition.

2026.3.1.0 LTS

Features

[General] Ideagen Quality Management • Core rebranding

The solution name and logo have been updated as part of Ideagen’s rebranding initiative, ensuring consistency across all quality products.

[General] Enhanced expiration date validation

Standardised the error validation on invalid expiration dates input across modules (Workflows, Trainings, Documents, Tests):

• When month/day is invalid number, it will be autocorrected to 1.
• When days >31 it will be autocorrected to last day of the month.
• When 29th February is input, the system will accept it and set the next expiration will be 28th if the subsequent year is not a leap year.

[Administration] Modern workflow definition

A new, modernised workflow definition user experience is now available:

• Main page - Added an online filter to easily view workflows by online or offline status.
• Steps - Added the ability to reorder custom fields within a step using drag-and-drop.
• Automation  - Improved the experience for creating workflow automations with a more intuitive, guided user flow.
• Visual - Introduced a workflow diagram view to visually represent workflow steps and their connections, allowing you to clearly see the overall workflow structure and flow at a glance. You can also add steps directly in the Visual diagram.
• Experience - The workflow definition menu has been moved to the main navigation menu under the Workflow group.
  This change applies regardless of whether the new (modern) workflow experience is enabled or disabled. In addition, the Raise Workflow Instance action has been renamed to Active Workflow.

These updates improve navigation consistency and ensure workflow administrative settings are always accessible from a single location, grouped together with active workflow functions.

This feature is turned off by default. To try the new workflow experience, enable modern workflow definition.

Once enabled, familiarise yourself with steps to create a workflow in the modern workflow definition to make the most out of the feature!

[Administration] Cloning test definitions

You can now create a new test by cloning existing test definitions.

[Administration] Attaching multiple documents to tests

You can now attach multiple supporting doc[uments to a single test, improving flexibility and context when managing test evidence and related material.

[Administration] Attaching multiple documents to training

You can now attach multiple supporting documents to a single training.

[API] Published Documents API - Date Range filter

A new parameter has been added to the Published Documents API to support filtering by published date range.

[Inbox] Inbox report deletion handling

Introduced an error prompt when deleting a report fails (especially in older SQL Server versions below 2017).

[Documents] Unretiring documents

We introduced a new “Unretire” action, allowing retired documents to be restored. This action is role-based and includes compliance logging.

Have a look at our article on unretiring retired documents to see how the feature works in practice.

[Navigation] Time zone display and server region removal

We removed server region information from the navigation menu to avoid duplication.

[Reports] Delay Publish Date field available for Document reports

We added the Delay Publish Date field to the Document module reports, allowing you to include this column when generating document reports. 

[Reports] Exportable training matrix

You can now export or print training matrix reports to excel for better compliance reporting.

[Training] Group removal safeguard for Training tasks

When removing a user from a group, the system now checks if they are the sole assignee for training sign-off tasks. If tasks remain, you’ll be prompted to reassign them to another member, ensuring tasks remain assigned, workflows continue, and audit trails are maintained.

[Workflows] Default timestamp removal

We removed irrelevant "12:00:00 AM" timestamps from workflow-related date fields to improve clarity.

[Workflows] Concurrency conflict handling

You are now prompted to confirm overwrite when a concurrent update is detected in workflow instances.

Fixes

• Enhanced report execution to address performance issues and system slowness when handling large datasets. Pagination is now introduced automatically when the record count exceeds 100, ensuring faster load times and smoother navigation.
• Improved stability for bulk document uploads to address intermittent upload failures.
• Improved date formatting in the Header Footer Updater tool (v4.7.7 and higher), replacing the previous web-language-based approach.
• Resolved an issue where picklist values containing apostrophes were displayed as HTML-encoded text when editing with certain permissions.
• Resolved an issue where the View and Remove buttons for custom file upload fields appeared visually merged.
• Resolved an issue where exporting the training matrix to Excel could hang or intermittently fail when selecting multiple trainings.
• Resolved an issue where associated documents were automatically removed from a Training upon expiry.
• Resolved an issue where workflow instances with apostrophes (') in their titles caused the Delete button to be non-functional.
• Resolved an issue where Personnel Admin page could not view the full page when editing personnel records.
• Resolved an issue where workflow instances did not appear in a collaborator's inbox when the workflow template was cloned.
• Resolved an issue where number formats resembling dates (e.g., 2025-08) were incorrectly converted to date formats on the inbox title.
• Resolved an issue where the Documents panel disappeared when no items were in Edit status, even when other approval or review items were in progress.
• Resolved an issue where dependency documents remained in the inbox after the parent document was approved or reviewed.
• Resolved an issue were expanding the Test section in the Modern Inbox only showed one test item even when multiple was available.
• Resolved an issue where the workflow order was not displayed alphabetically in email reminders. 
• Resolved an issue where the Download Published Revisions common script failed to return the published file for users without the View/Edit All Documents permission when a document was in Edit status.

Technical improvements

• Added capability to set timezone configurations in Tenant DB settings. Date fields now use tenant time zone for input and convert to DB time zone before storage. 
• Completed Dapper conversion across major modules to improve data access performance and maintainability.
• Improved response time when loading personnel pages with multiple custom fields.
• Increased character limit in email history and improved failover behaviour to reduce stuck or failed email scenarios.

• Introduced audit logging for document downloads made via the API. All download events are recorded at the database level, capturing sufficient detail to support security incident investigations and compliance reporting.

• Resolved multiple security vulnerabilities to strengthen system resilience and maintain compliance with Ideagen's security standards.
• Strenghtened authentication controls across Workflow and File API endpoints to ensure all API access is secure and restricted to authorised users only.