Copy from another assessment

Quality management teams can now choose Get From Audit when adding quality objectives, quality risks, quality responses, or tests to an assessment - placing it alongside the existing options to create from scratch, bring from the library, or bring from the universe.

After selecting a source assessment and the records to copy, a configuration step lets you decide exactly what comes across: linked child records, risk/response assessments, and test results, where they apply. Each copied record lands in the destination assessment already linked to the source, ready for independent management.

Draft assessments are not available as sources - only assessments that have been progressed beyond draft status appear in the selection list, ensuring you always copy from a meaningful baseline.

Note

In this release, file and URL attachments linked to source records are not automatically copied across when using Get From Assessment. Attachments will need to be added to the destination records manually. Automatic attachment copying is planned for the next release.

Privacy improvements for user information

When your organization has user visibility restrictions enabled, the product now protects personal information more thoroughly. Previously, name and identity details for restricted users could still appear in certain technical contexts even if they were hidden in the main product screens.

This release moves the protection to the point where data is served, so restricted user information is consistently withheld regardless of how the product is being accessed. Administrators and users with explicit permission to view all users are unaffected.

Smarter configuration when copying from universe or another assessment

The step where you choose what to bring across when copying from the universe or from another assessment now reflects what your permissions actually allow. If you do not have permission to create a particular type of assessment in the destination, the relevant toggle is shown as unavailable. This makes the outcome of the workflow predictable before you commit.

Similarly, the Sync prompt on child registers - which appears when the origin has records that are not yet in the assessment - now only offers the Sync action when you have permission to create those records. The notification that the register is out of sync continues to appear regardless, so the information is always visible.

Performance and usability improvements

A group of focused improvements respond directly to customer feedback:

• Assessment Execution now loads items in batches so large assessments with many quality objectives, quality risks, quality responses, and tests open more quickly. Filters and search still apply across the full set of records, and a clear Load more prompt brings in the next group.
• Query records now show the query’s unique identifier on the record page, making it easier to reference a specific query when reporting an issue or sharing a query with a colleague.
• Show/Hide filters control across the product now displays a count of how many filters are currently applied, so it is immediately obvious when a list is being filtered without having to expand the filter panel.
• When uploading multiple attachments at once, the upload dialog now closes automatically once every file has completed successfully - so you are returned directly to your work without needing to dismiss the dialog manually. If any file fails or needs a decision from you, the dialog stays open as normal.

Fixes

This release includes a number of fixes covering reliability and accuracy across the product:

• Queries – Fixed cases where Action sub-queries appeared under object types that do not link actions. Fixed empty JSON exports when querying risks by source. Fixed display issues with risk matrix fields when editing a query. Fixed long queries not being scrollable when setting them up or reviewing them.
• Assessment module – Fixed a server error when a particular combination of masthead settings was in use. Fixed review points missing notes and comments in the manage view. Fixed summary cards in assessment not being correctly scoped. Fixed the origin label reading incorrectly for records copied from another assessment.
• Assessments and audit trail – Fixed the likelihood value shown in audit trail entries for matrix assessment edits.
• Findings – Fixed the resolution field displaying the wrong guidance content.
• Registers and navigation – Fixed archived subtypes missing their call-to-action banners. Fixed the locations and processes edit panel not displaying the current parent. Fixed the Roles navigation permission tab missing the Add control.
• Questionnaires – Fixed the interface becoming unresponsive when creating a new questionnaire.
• Session and attachments – Fixed users being signed out unexpectedly while editing an attachment.
• Assessment Test Execution (v2.5.1) – Fixed an error that occurred when a user attempted to mark an assessment test as completed after performing it and selecting an outcome, where the “Test Result” had been removed from the assessment test masthead.