Who is this article for?

Administrators interested in learning more about solution updates.

No special access or permissions are required.

Version 2.2.0 introduces a new system for better control over review point categorisation and management throughout the assessment lifecycle. It also includes improvements to scope management, attachment permissions, notification preferences, and various usability enhancements and bug fixes.

This article outlines the full changes, enhancements, and fixes that have been implemented in this release, available from 26 March 2026.

1. Features

Review point types

Administrators can now create and manage different types of review points, each with customisable properties including title, color, description, and completion behavior. 

The standout feature is the Delete on Completion option. When enabled for a review point type, any review points of that type are automatically removed when the parent assessment is completed.  This keeps your completed assessments clean and focused on the deficiencies that matter, while a clear warning dialogue ensures users understand what will happen before confirming.

Review point types are managed through Lists and follow the Draft > Active > Archived lifecycle. The Type field is now required when creating review points, which you can use to filter and sort by in registers.

Smarter scope management

The system now intelligently detects when you're working with quality objectives, quality risks, quality responses, or tests that fall outside of your current assessment scope, and expands the scope automatically.

When rolling forward assessments, items from a prior assessment that don't fit the new scope can be included by expanding the scope, or left behind.

Granular attachment permissions

Attachment permissions have been refined for better control. Instead of a single Manage Audit Attachments permission, you now have three separate sets:

• Create Assessment Attachments - Allows the user to upload new attachments
• Edit Assessment Attachments - Allows the user to modify attachment details and lock/unlock attachments
• Delete Assessment Attachments - Allows the user to remove attachments.

Referenced By for attachments

The new Referenced By command shows you every object that references a particular attachment, grouped by type.

Click the menu on any attachment in an Assessment and select the option to see phases, steps, findings, and other objects that link to it, with one-click navigation to each.

Notification improvements

In-app notifications respect your preferences

Your notification preferences now apply to in-app notifications (Bell icon) as well as emails. If you've turned off notifications for certain events, you won't see them in either place.

Recurring overdue notifications

Overdue notification emails now work as intended. You'll receive daily reminders for any overdue items until they're completed or no longer overdue, keeping important deadlines visible.

User Interface (UI) improvements

We've introduced the following usability enhancements:

• Assessment history is now accessible from the remedial actions menu on quality risk and quality response record pages for a more consistent experience.
• Keyboard shortcuts modal now features alternating row colours for better readability.
• Methodology and Execution grids now show intuitive expand/collapse chevrons that match the hierarchical structure.
• In custom field types, "Select" has been renamed to "Custom List" for clarity.
• New Zealand Dollar (NZD) has been added to the available currencies.

2. Fixes

Assessment and planning

We've resolved the following issues:

• Fixed an error that could occur when completing an assessment after navigating from other pages.
• Resolved refresh issues across multiple areas including assessment types, library items, review points, and questionnaires.
• Draft assessment types no longer incorrectly appear in dropdowns.
• Step reordering is now properly discarded when cancelling changes.
• Warning messages for duplicate location/ service line combinations are now more specific.

Permissions and visibility

We've resolved the following issues:

• User names are now properly redacted in owner fields and watcher dropdowns when "Restrict users" settings apply.
• Recent users list now correctly respects assessment team restrictions.
• Fixed an issue where unauthorised usernames could appear in assessment details.
• The Configure button is now properly hidden for users without the required permissions.
• The Edit Fields button no longer appears for users without Manage Lists permission.
• The Add Quality Risk button now correctly respects permission settings on registers.

Dates

We've resolved the following issues:

• Time zone handling has been improved across all date fields. Dates now display correctly regardless of the user's location.
• Fixed the calendar picker error when clicking on a month name.
• The Global Search "Yesterday" filter now correctly returns recently edited items.