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Administrators wanting to learn more about this solution release.

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We're excited to introduce our latest release – the release that brings Mazlan, Ideagen's AI, to Ideagen Audit Quality customers. Ask questions about your assessments in plain language and get answers drawn from your own data, without building a query or leaving the page. Alongside this, assessment reports now generate from the report templates you design yourself, history arrives on quality risks and quality responses, and there are substantial improvements to queries, filtering, copying, and everyday reliability across the product.

This article outlines the full changes, enhancements, and fixes that have been implemented in this release, available from 24 September 2026.

Features

Using Mazlan in Ideagen Audit Quality

Mazlan is now available in Ideagen Audit Quality. You'll find a new AI button in the header on every page. Select it and a chat panel opens, ready to answer questions about your assessment and risk data in plain language.

Mazlan understands where you are. Ask a question while you're working on an assessment and it answers in the context of that assessment — searching across quality objectives, quality risks, quality responses, tests, findings, and remedial actions to find what you need. Ask while you're on a specific record and it narrows further still. You can also ask about a particular assessment by name from anywhere in the product, or search across your whole instance when you're not working inside a single assessment.

A few examples of what you can ask:

• Which findings in this assessment are still open and high severity?
• Show me the remedial actions assigned to me that are overdue
• What responses in this assessment haven't been tested yet?

Your data stays your data. Mazlan only ever sees what you are already permitted to see — every question is answered against your own access rights, so it cannot surface a record you couldn't open yourself. Mazlan suggests, finds, and summarises; it never changes your records on your behalf.

Mazlan is switched on for everyone by default. There's nothing to request and nothing to configure to start using it. If your organisation would prefer not to use AI features, your administrator can turn them off for everyone at any time by going to System Settings, opening the new AI section, and switching on Hide Mazlan. Every reference to Mazlan then disappears from the product for all users, and the setting can be switched back at any point. The change takes effect without anyone needing to sign out and back in, and like every other system setting, it is recorded in your audit trail so you can see who changed it and when.

Note: All customers have the ability to use Mazlan in Ideagen Audit Quality as part of v2.7.0. In a later release (to be determined), this functionality will only be available to those customers that have a Premier or Standard Customer Success Plan.

Using Mazlan in Mazlan Home (in conjunction with v2.7.0)

Mazlan AI Assistants are also available in Mazlan Home, for those customers with a Premier or Standard Customer Success Plan. Within Mazlan Home, in addition to the existing chat bot, a number of AI Assistants have been added. These include assistants such as:

• Audit Finding Assistant – Drafts a clear, structured audit finding from your rough notes, ready to share or paste into your audit system
• Flowchart Assistant – Creates a process narrative and flowchart from walkthrough notes or a procedure document, with control points and risk areas marked
• Risk List Assistant – Identifies a starter set of candidate risks for a process or business area or pulls them from a document you upload

Note: These AI Assistants that are available within Mazlan Home do not yet integrate with Mazlan in Ideagen Audit Quality.

If you do not wish to have this functionality enabled, please let your Account Manager know.

Generating assessment reports from your own templates

Assessment reports now only generate from report templates. When custom reporting arrived in v2.6.0 you could design your own Word and PDF documents for assessment, registers and quality risks — but assessment reports themselves were still produced by the product's original fixed report builder, which couldn't use your templates.

Using new ready-made report blocks

Two more blocks assemble themselves in a single step, so content you've already recorded doesn't need retyping into a report:

• A Description block, available on every template type, which inserts a heading and pulls in the record's own description with its formatting intact
• An Assessment Introduction block for assessment templates, which brings across both the assessment's description and its background under their own headings

Viewing history on audit risks and controls

Quality risks and quality responses now have their own Assessment History. The equivalent records in your universe have offered this for some time; now those within an assessment do too, so you can see how a rating has moved over time without leaving the record and judge how much confidence to place in the current conclusion.

The history lists that record's results newest first, showing when each was created and by whom, along with its type, method, score, rating band, and origin. Sorting and filtering work the same way as on the universe view, and residual quality risk assessment visibility follows your existing system setting. Where a record has no assessments yet, you'll see a clear message rather than an empty grid.

Preserving original author when copying results

When you bring results or test outcomes into an assessment using a Get From workflow, they now keep the person who originally performed the work and the date they did it — rather than being stamped with whoever ran the copy. Previously, every copied result looked as though it had been created by the person copying it on the day they copied it, which made your history misleading and undermined its value as evidence of work performed.

This applies across Get From Audit, Get From Universe and Get From Library, and to inherent quality risk assessments and actual quality response assessments. Where an item had been copied before, the true original author carries all the way down the chain. Existing records are not altered, and where an original author has since left your organisation, the record still displays safely. You can still see that an item was brought in from elsewhere through the origin information introduced in v2.6.0.

Controlling what happens when rolling an assessment forward

Rolling an assessment forward now respects your choices. Previously, the roll forward always brought everything across — every linked quality risk, quality response, and test, and an automatically widened scope — whether you wanted it or not. You can now choose exactly what comes over, using the same options you already know from Get From Assessment: whether to expand scope, whether to include quality risks, quality responses, and tests, whether to include attachments, and whether to bring across inherent quality risk assessments, actual quality response assessments, and test results. Defaults match how the product behaves today, so nothing changes unless you choose to change it.

Selecting all when bringing content across

Every Get From workflow now offers Select all and Clear when you're choosing items, so populating or resetting a long list takes one action instead of dozens of individual ticks. Both work on the items you can currently see — matching your search term, your filters, and the page you're on — and anything you selected under a different search or filter stays selected. Where a list is grouped into sections, you can select a whole section at once.

This works identically in Get from Assessment, Get from Universe, Get from Library into an assessment or the universe, Origin Sync, and when selecting existing records into the quality risk register and child grids.

Building richer queries

Quality Risk Profile fields are now available in queries. A new expandable Quality Risk Profile section in the field selector lets you include Quality Risk Perspective, Quality Risk Source, and Quality Risk Effects in your results, each appearing as its own column in the output and in exports.

Seeing how each quality risk is being treated

The latest residual quality risk strategy now appears on the quality risk record, as a read-only Quality Risk Strategy field in both your universe and your assessments — so you can tell how a quality risk is being treated without opening each assessment in turn. It's available as a column in Views and the quality risk register, as a filter, and in your masthead configuration. The field is blank until a residual quality risk assessment has been completed and is only ever set through that assessment, and it's hidden everywhere if you've switched off residual quality risk assessments in your system settings.

Filtering and finding more of your content

Roles are now available as register filters. The filter bar introduced on the main registers in v2.6.0 offered standard and custom fields; it now also lists every role configured for that register — quality risk owner, quality response owner, and any others you've defined — so you can narrow a register down to the records assigned to particular people. Your role filter chips and their values are remembered as you navigate, just like your other filters.

Archived list values can now be included in filters. Filter dropdowns that draw their options from your configurable lists previously showed active values only, which meant records still holding a value you'd since archived couldn't be filtered to at all. An Include archived toggle now sits at the top of those dropdowns. Leave it off and nothing changes; switch it on and archived values appear, clearly marked, ready to select. Switching it back off hides them from the list but won't silently drop an archived value you've already applied. This covers both standard and custom list filters.

Global search reaches further. Deficiencies, Views, and Queries are now returned by global search and selectable in the perspective filter, so you can jump to them from the navigation bar instead of going to their registers. As always, results respect your licensing, your system settings, and what you're permitted to see — anything you've hidden won't appear.

Getting clearer guidance on teams and roles

You'll now be warned when a record's team breaks your role rules. If an administrator changes the minimum or maximum number of people a role allows, records assigned before that change can quietly become non-compliant. A warning banner now appears at the top of any affected record, naming the role and linking you straight to Manage Team, with one warning per role that needs attention. Each can be dismissed and will reappear next time you open the record while the problem remains. Where a role's maximum has been reduced below the number of people already assigned, Manage Team offers removal only, so you can fix the problem without making it worse.

Empty teams now explain themselves. Opening Manage Team on an object type with no roles configured used to present a blank screen with no explanation. You'll now see short guidance explaining that roles are set up through Object types in Lists, along with a link that takes you to the right place — shown if you're permitted to configure roles. The team step inside a create workflow gives the same explanation without a link, so you're never navigated out of a workflow you're partway through.

Accessing test result guidance where you need it

When your administrator writes a description for a test result value explaining when to use it, that guidance now reaches the person performing the test. Hovering or keyboard-focusing a result option in the perform tray shows its description in a tooltip, so your team rates tests consistently and against the same understanding. Values without a description simply show no tooltip. The guidance is instant, because it comes from information the screen has already loaded.

Protecting against losing unsaved work

Refreshing the page, using your browser's Back control, or closing a tab partway through a workflow could previously discard everything you'd entered without warning. Your browser will now confirm before you leave, whenever there's unsaved work to lose — covering refreshes, tab closures, and moving around within the product. Once you've saved or deliberately discarded your changes, leaving is quiet again, as it should be.

Working with documents

You can now see which documents are locked, straight from the register. A lock icon appears beside the name of any Office file currently held for editing, so you know why editing may be unavailable without opening the document. A file being co-authored rather than locked shows a "being edited" label instead.

View files without downloading them. PDFs, images and other read-only formats previously offered nothing but Download. A View command now opens them read-only in a new browser tab, using the standard viewer for that file type with its own scrolling for longer documents. It's available on attachments, reports, and audit reports wherever you're permitted to view the file.

Getting more accurate summary cards

Summary cards were counting records that shouldn't be reported on, and did so inconsistently between chart types. They now count only live records, consistently, across every chart on the card including heat maps and gauges. On assessments, quality objectives, quality risks, and quality responses, closed and cancelled records are excluded. On quality risks, registers, quality objectives, locations, and processes, draft, closed, cancelled and archived records are excluded.

Note: Your summary card figures may change when you upgrade, usually downwards. This is the intended correction - records that were never meant to be counted are now properly excluded.

Fixes

This release includes a wide range of fixes for reliability and accuracy across the product:

• Quality risks and results - Fixed an error that prevented inherent assessment of existing quality risks for all users, including administrators, while newly created risks assessed normally. Fixed library quality risk and risk matrix copies being rejected when a linked classification had since been archived. 
• Assessment module - Fixed an error page when opening a step from the origin panel inside an assessment. Fixed long test result comments not offering the pop out view used elsewhere, so the page scrolled instead. Fixed inconsistent labelling of the test result comment field. 
• Reporting and document generation - Fixed missing spacing between a paragraph and a table immediately following it in generated documents. Fixed rich text fields showing their underlying formatting codes rather than formatted text in generated reports. Fixed a failure when generating reports from quality risk templates using a risk source data source. Fixed the target assessment date exporting from Views to Excel as a raw timestamp rather than a readable date. Fixed a field label displaying as a placeholder in the reporting column selector. 
• Questionnaires - Fixed custom list item descriptions not being shown to respondents completing a questionnaire, even though they were saved and visible in the list configuration. 
• Registers - Fixed long values in colored list cells being cut off with no way to read. 
• In product guidance — Fixed styling conflicts that caused in announcements to display incorrectly.