Administration |
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Activity- New user interface introduced
- Predefined Form group added. This group will be used to rollout and control Agile Frameworks template forms. Activity form names in this group will change to:
- Activity Log (Copy Form For Use)
- Special Inspection (Copy Form For Use)
- New copies of Special Inspection and Activity Log forms build under Predefined Form group
- Discrepancy Number added to the Special Inspection form under the Predefined Form group
- Display area for Daily Field Report and Daily Field Report Closed Discrepancies display areas added to support user configured Activity fields to display on the Daily Field report.
- Main level and Primary Data Grid fields are allowed to be added to these display areas
- Default configuration of the Daily Field Report / Daily Field Report Closed Discrepancies is based on the Special Inspection template
- New user interface introduced
- Common Form Designer screen introduced - shared by Activity and Sample Tracking forms
- Updated control introduced to define if field is visible, editable, etc.
- Hide Record Number property added to hide the record number reference from a header bar
- Opening the Form Designer is now accomplished by clicking on the form name in the grid (Activity, Sample, Specimen, Test)
- Deleting pick list values is only allowed if the value has not been used on a record
- Status introduced on pick list values - allows for inactivating (hiding) previous values that are no longer needed
- Default Number property added to number fields
- New options introduced for auto-generated number properties - Unique By Form, Unique By Project, Unique By Project And Form, Unique By System
- Chart field type added to render a (proctor curve) chart on the screen along with a Zero Air Voids line (if Specific Gravity is entered)
- Data Source URL renamed to Data Source
- Data Source URL options expanded to reference a number of tables / lists of data stored in Admin (Soil Classification, Proctor Standard, Proctor Source, Proctor Origin, Proctor Method, etc.)
- Copying individual fields no longer supported - only entire forms can be copied
- Copying of forms into existing forms no longer supported
- Report Designer button added to allow for the creation of a new report or select a report where a dataset for that form exists
- Setting added for Multiple Choice fields that forces the field to display as a popup
- When an option for a Multiple Choice or Picklist is edited in Admin, any records with this option selected will be updated accordingly
- Clear Upon Copy field setting added to data grid fields
- Field settings updated to only show applicable content based on the type of form you are on (i.e. option to disable or hide a lab test form field in the Field module removed because it does not apply)
Expression Builder- New user interface introduced
- Functions grouped into categories - Math, Logical, Date / Time, Text, Database
- New Function - ABS
- New Function - DATEDIFF
- New Function - TIMEDIFF
- New Function - DATEADD
- New Function - DATESUBTRACT
- New Function - AVERAGEIF
- New Function - SUMIF
- New Function - COUNT
- New Function - COUNTIF
- New Function - COUNTBLANK
- New Function - LENGTH
- New Function - PRIOR
- New Function - BETWEEN
- New Function - DATE
- New Function - SELECTOPTIONS
- New Function - DETERMINEPEAK (proctor curve chart)
- New Function - CUME
- New Function - PI
- ROUND function updated to include various rounding rules in addition to the precision - round to even, round to nearest 10, round to nearest .05, round to nearest .25, round to nearest .5
- Expressions can use text-based dates in the expression using the new DATE function
- Expressions can reference fields outside a grid / section
- Functions extended to support aggregating data within tables (i.e. create subtotals)
- Field name added to the Expression Builder title bar
Report Designer- Undo / Redo functionality added
- Number formatting functionality added (formatting of numbers on the actual report)
- Horizontal table element introduced
- Uploaded report resources can be hard deleted
- Yes / No fields will now report as "Yes" or "No" (versus "yes" or "no" - first letter is now upper case)
- Lab address metadata option introduced
- Field status can be filtered on in the Data Sources area allowing you to view Active / Inactive / All fields for a Form
- Support added for deleting data sets from more than one Form.
- Discrepancy Report can be managed in the Report Designer
- Panel within a panel configuration now supported in the Report Designer
- Report Data From filter added (see Reports section below for use of Report Data From setting)
- Hide Expression now uses double quotes ( " ) instead of single quotes ( ' ) and "<>" instead of "!="
- Data set sorting introduced - alphabetical order or form order (the field order set in Form Designer)
- Elements can be dragged / dropped inside a table footer section
- Panel and label padding property added (i.e. lessen the amount of white space surrounding fields)
- Report Settings tab added so report settings can be managed directly in the Report Designer
- Save optimizations introduced to decrease the time to save a report
- Tables now support footers
- Paragraph element added
- Top toolbar redesigned to be more intuitive and reserve more space for the Report template
- Report Name removed from top of template (now stored in Report Settings tab)
- Minimum Height property added
Sample Tracking- Sample Tracking modules in moved under the Lab section of Administration
Reports- Report Types - Filter controls added above Report Type grid to allow for easier filtering of report settings (results from the growing number of reports related to Activity and Sample Tracking)
- Field Reports can be set to bypass Field Reports QC and go directly to Delivery by using the new "Send Field Reports To" Report setting
- Title filter searches Alternate Title field in addition to Title field
- Setting added to control if the capture of a field signature is allowed
- Setting added to define Field Signature Text that should appear above a signature captured in the field
- "Imported" report label can be edited
- Report Date appearing in the upper-right corner of a report can be turned off
- Report Date label appearing in the upper-right corner of a report can be relabeled
- Description placeholders introduced so report Descriptions can be configured at the report level to automatically insert pre-defined variables
- Report Data From field added to Report Settings to indicate what system context the report is for - Activity or Lab Test
- Report Email Message screen combined with the main Settings screen
LIMS / Samples- New user interface introduced
- "Lab" renamed to "LIMS" (Lab Information Management System)
- Equipment module introduced to store an inventory of lab equipment and calibration data for calibrated lab equipment
- Specimen Sizes - Fractional dimensions are now allowed - up to four decimals
- Sample Types renamed to Sample Forms
- Sample Forms - Group added to allow logical grouping of individual sample types
- Sample Forms - Sample forms are now configurable using the Form Designer with standard fixed system fields
- Sample Forms - Specimen forms automatically created when a Sample Form is added - a Sample Form can only have one type of Specimen form associated with it
- Test Forms - "Tests" section name changed to "Test Forms"
- Test Forms - Test forms refactored and include standard fixed system fields
- Test Forms - Metadata (Cost, Description, Standard, Duration) now stored as "settings" on the Test record - the Test form's relation to a Sample form must be defined
- Search / Results Display module added to configure the fields presented in search / filter screens an the columns / data returned (like the Search / Results Display configurations in Activity)
- Sample Administration - History icon / functionality added to the grid
- Controls added a the Lab level that enable the ability for a field technician to "Receive" a specimen in the lab at the time of Check In - this is controlled at the Lab level
- Initial (non-editable) sample form groups added - Aggregate Samples, Bituminous Samples, Concrete Samples, Soil Samples
- Initial (non-editable) test form groups added - Aggregate Tests, Bituminous Tests, Concrete Tests, Soil Tests
- Initial (non-editable) test form added - Proctor
Security- Edit Density Test permission added to control access to editing density test data in the Field module
- Permissions added to control access to the new reports that can be generated from the Field module
- User records can no longer be deactivated if roles are associated with the User record
- Project access security setting added to the User record to limit a user to a select list of projects (i.e. a firm hires contract help for a specific project and the contract resources should only have access to one or two projects)
- Data Firewall - User with access to manage user security has access to all project data, regardless of project security settings
- Subscriptions - View Prior Year Subscriptions button removed
- Changes to user permissions will take affect immediately - user log out / in is not required
- Permissions added to control who has access to Sample Tracking forms in the Draft and Test statuses in the Field module
- Add / Edit Role performance improved to better process roles with large amounts of users assigned
- Permissions for Inspections & Observations / Activity Log removed (including Admin, Field, Utility Data Extracts, Dashboard Queues). Permissions to Quality Control for Inspection & Observations / Activity Log will remain in 2.9.
Work Items- Activity or Sample Form group / form can be associated with a given work item - user defines the Type, Group and Form
Concrete / Grout / Mortar- General / Sample Types - Sample types related to Concrete / Grout / Mortar will be managed here, including metadata like Default Specimen Size and Test Cost
General- Data Sources module added - allows for the configuration of custom data sources that can be used on configured Activity and Test forms
- Data Sources added during deployment:
- Rammer Type (used on Proctor test)
- Specific Gravity Source (used on Proctor test)
- Oversize Sieve (used on Proctor test)
- Data Sources - Data can be imported from a .CSV file to create entries
- Offices - External ID added to the office grid
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Field |
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Activity- Activity records can be saved in the status of Draft
- Other reports can be associated with Activity records
Sample Tracking- User interface refactor to accommodate the configurable sample and specimen forms
- Specimen records can be copied to add a duplicate Specimen record in the Field module
- Lab Instructions (tests) can be "ordered" using the Field module in the new Lab Instructions grid
- If the Lab allows (Admin setting), specimens can be "Received" in the lab at the same time the "Check In" process is performed
- Offline capabilities added (functions similar to Offline Activity records)
Density- "Maximum Density" label changed to "Maximum Dry Density" ("Maximum Wet Density" for Bituminous)
- Density test data can be updated in the Field module if the user belongs to a Role where the "Edit Density Test" permission is assigned
- Field users can now view Tests in the status of Analyzed, Reveiw or Complete
- After saving a test, button to create a Field Report added - this will display only if user has permissions to create this type of Field Report
Concrete / Grout / Mortar- Unit Weight measurements exposed for the Field Test sample type
- Mix Design interpreted as a qualifying criteria when determining specifications
- Standard Cure Location field added when creating a sample so the curing location of standard cure specimens can be documented for technicians / drivers picking specimens up
- Field Cure Location field added so the curing location of field cure specimens can be documented for technicians / drivers picking specimens up
- After saving a sample, button to create a Field Report added - this will display only if user has permissions to create this type of Field Report
- System improvements made to improve responsiveness when adding or editing samples
- If the Lab allows (Admin setting), specimens can be "Received" in the lab at the same time the "Check In" process is performed
Field Reports- Concrete / grout / mortar specimen and placement reports can be generated from the the field
- Density reports can be generated from the field
- Reports can be physically signed by representatives in the field using your finger (i.e. site supervisor physically signs off on a report generated on-site in the field)
- Concrete / Grout / Mortar reports can be generated from any status
- Density reports can be generated from any status
- Discrepancy report can be appended to an Activity report
- Reports emailed from Field now include distribution information (who received the report) in the body of the email
- Search and Clear Cache buttons removed if in offline mode
- Most recent projects stored will display with the newest projects added on top
- Users are no longer allowed to Remove Projects when offline
My Assignments- Field technician is directed to a particular Activity or Sample Tracking form if the form group / form is associated with a given work item
- Project Documents button added to provide technicians easy access to the Project Documents screens
- Project Information button added to provide technicians easy access to the Project Information screens
- Support for technicians being able to accept recurring work orders in the field has been added
Inspections & ObservationsActivity Log |
Quality Control |
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General- New user interface introduced
- Filter pane can be collapsed
- Preventative code introduced to prevent double entry of records if Save buttons are double-clicked quickly
- "Set Status" button label changed to "Change Status" in all impacted quality control modules
- Users now have the ability to create and save filters
Activity- Added the ability to create / review Activity reports in batch and generate individual reports from each report in the batch
- Default sort order of the grid updated to display the most recent records on top - descending sort on Activity Date
- When changing the status of an Activity record, the user will be asked if they want to create a report only if all of the marked Activity records share one or more report templates
Density- Default sort order of the grid updated to display the most recent records on top - descending sort on Date Tested
Field Reports- Field Reports can be set to bypass Field Reports QC using the new Send Field Reports To setting on the Report Type record
- Report Type filter allows for selecting one or more report types to filter on
- Report Type added to the grid
Concrete / Grout / Mortar- Pick Up Date / Time is no longer locked for editing prior to lab results being entered for a specimen
- Default sort order of the grid updated to display the most recent records on top - descending sort on Cast Date
- Specimen status can be set to "Uncollected" in the QC module (versus just Field)
- Test Age Average calculations updated to average all specimens for like test ages & curing conditions - averages are rounded using the same rounding rules as the individual specimen results
- Specimens can be excluded from test age average calculations
- "FC" appended to the end of a test age if the specimen is a Field Cure specimen (similar to the way "H" is appended to Hold specimens)
- Test Age Average calculation updated to average the unrounded compressive strength values (ASTM compliance change)
Sample Tracking- Module refactored to accommodate the new configurable sample, specimen and test forms
- Default sort order of the grid updated to display the most recent records on top - descending sort on Sample Date
- Samples / Specimens can be added from within the QC module
- Chain of Custody fields moved to pop up screens in the Specimens grid (similar to Concrete / Grout / Mortar)
- Missing Lab Instructions filter added to show samples with no lab instructions defined
- Lab Instructions icon added to grid to display the lab instructions associated with a sample
- Sample records can be deleted from the QC grid
Existing (prior to version 2.9) sample tracking records will be converted to the new data architecture / configurable forms. |
Delivery |
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General- New user interface introduced
- Filter pane can be collapsed
- Reports emailed now include distribution information (who received the report) in the body of the email
- Field reports emailed from Field optionally can automatically be marked as Delivered when Finalized from QC Field Reports
- Popup widow for email recipients now separated into two tables - one for reports sent from Delivery and another for reports sent from Field
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Scheduling |
- Multiple pending field action records can be deleted at one time
- Multiple Pending Field Actions are created to accommodate Field Cure specimens
- Email alert added to notify original technician if a work order is reassigned to another technician
- Copy Work Order button added - copies contents of the work order, but clears the dates and times
- Recurring work orders introduced
- Email alerts extended to support recurring work orders
- Recurrence Number introduced to support recurring work orders
- Status of a completed work order can be changed
- Phone Number field added to the Add / Edit Work Order pop up
- Office can be filtered on "Not Assigned" - returns all projects records that have not been assigned an owning office yet
- Add / Edit work item changed to a dedicated screen versus a pop up to provide more room for the numerous fields
- End Date / End Time replaced with Duration for work order
- Technician day and week views added so scheduler can see free and busy time by technician
- Date pickers refactored for ease of use
- Technician Office and Recurrence Number filters added
- Address, Requested By and Phone Number added to the List View grid as columns
- Time Zones added to email alerts
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Dashboard |
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- Field Reports - Queues for the new concrete / grout / mortar reports generated from the field added
- Field Reports - Queues for the new density reports generated from the field added
- Concrete / Grout / Mortar - Logged queues broken out into Field Cure (FC) and Standard Cure (SC) groupings to provide project managers better visibility into the field cure specimens that are still in the field
- Sample Tracking - Queues refactored to integrate with the configurable sample / specimen / test forms
- Sample Tracking - Missing lab instructions queue added
- Office can be filtered on "Not Assigned" - returns all projects records that have not been assigned an owning office in Project Specifications yet
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Project Administration |
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Project Setup- New user interface introduced
- Project Setup menu button moved under Project Administration button
- Clients and Contacts sections combined for ease of use
Specifications- New user interface introduced
- Scheduling tab added to store project-level Notes for Technician and Notes For Scheduler fields
- Project security settings added to limit user access to a specific project (i.e. confidential projects that should only have limited users who have access to the data - military, nuclear, etc.)
- Concrete / Grout / Mortar specifications can be qualified to the mix design level in addition to locations - accommodates specifications at the location, mix design or location / mix design level
- New grid added to manage the project-level test costs for Concrete / Grout / Mortar tests
- Data Firewall - Only project managers for the project and users with rights to manage user security can change project security settings
- New Report tab added to control the display of Field Signature Capture (finger signing) on Field Reports by project
Field Costs- New user interface introduced
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General- Lab module renamed to LIMS to reflect the expanded feature set
Concrete / Grout / Mortar Work Queues- Cast Date filters pre-filtered to highlight only dates with underlying records with that Cast Date
- Report Comment field exposed so lab technicians can add customer-facing notes about a specimen that will appear on a report
- Filter pane can be collapsed
- Diameter 1 and Diameter 2 will default if daily Cast Cylinder measurements are entered in the Cast Cylinder Diameter Averages module
Sample Tracking Work Queues- Filter pane can be collapsed
- Queues refactored to integrate with the new configurable forms
- Test Instructions field renamed to be Test Notes
- Lab Technician (who a test is assigned to) added to various queue grids
- Process of associating tests to specimens refactored - relies on Lab Instructions that can optionally be defined in the Field module
- Tests In Progress queue added to store tests that have started that take multiple days to run
- Revert Test Results button / functionality removed
Cast Cylinder Diameter Averages- Cast Cylinder Diameter Averages module introduced to determine and store the allowed daily average of cylinder diameters - these daily diameter averages are then defaulted on cast cylinder reports performed that day
Lab Documents- Lab Documents module added to store documents related to lab tests - ASTM standards, procedural documents, operational documents, printed templates used to record results during the lab test, etc.
Soil Proctor Results- Button added to import proctor test results from a configured proctor test (Sample Tracking) to the Proctor record in LIMS
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Utilities |
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- Concrete / Grout / Mortar - Exclude From Average field added to data extract field options
- Sample Tracking data extract capabilities added (high-level extract similar to Activity)
- Data Firewall security ignored in the Utilities module
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Reports |
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Density- Density - "Maximum Density" label changed to "Maximum Dry Density" ("Maximum Wet Density" for Bituminous)
- Headers - Project and client headers updated to handle long names and addresses better (truncating and wrapping)
- Reports that can be generated from Field amended to display the Field Signature Capture on the report
Concrete / Grout / Mortar- Concrete Placement Summary - Placement Notes field will appear below a sample row if they are present for that sample record
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User Interface |
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- Collapsible filter panes introduced in various areas to provide better use of vertical space on the screen
- Filter control buttons standardized to "Search" and "Clear"
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AF Connect |
- Created version 1 of AF Connect API allowing connection to MetaField
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Patch Log |
2.9.2- Various bug fixes to improve overall system performance
2.9.3- Quality Control - System will remember applied filters (dates, technicians, etc.) when returning to QC screens after editing a density test / concrete/grout/mortar sample
- Quality Control - Density - Zero (0) will no longer display for Elevation in Location mouse over if no elevation value was supplied
- Quality Control - Density - Issue preventing the use of zero (0) as a Low Moisture Tolerance value has been fixed
- Activity - Issue preventing the display of multiple Location values in various displays / grids has been fixed
- Activity - Issue causing the top and bottom of a report to be cut off when printed has been fixed
- Activity - Issue with page numbering when Discrepancy reports were included has been fixed
- Activity - Issues preventing the finalization of various reports has been fixed
- Activity - Various bug fixes related to system errors that were being raised
- Dashboard - Project Number filter will no longer be applied when returning to the Dashboard from QC
- Delivery - Underscores will no longer be included (replace spaces) in downloaded file names
- Project Specifications - Issue preventing the copy of specifications has been resolved
- Field Reports - Issue resolved that sent draft field reports to Delivery
2.9.4- Concrete Beam Report - Issue addressed that incorrectly reported the average strength (modulus of rupture) on the report
2.9.5- Specimen Sizes - Users can add a specimen size without creating a relation to a concrete / grout / mortar sample type
- Dashboard - Issue fixed that caused the Not Reported As Complete queues to not display accurate counts
- Activity - Issue preventing a user from saving an Activity record in certain situations has been fixed
- Activity - Issue preventing a user from previewing / finalizing an Activity report in certain situations has been fixed
- Activity - Issue fixed that caused some fields to display on the far right side of the QC screen in an unreadable layout
- Activity - Issue fixed that prevented the Area filter from displaying an accurate list of filter values
- Activity - Issue fixed that prevented an Activity form from being copied in certain situations
- Activity - Issue fixed that prevented the removal of a report association
- Activity - Issue fixed that did not display the Save As Draft button on a copied Activity
- Activity - Issued fixed that prevented a text box field in QC from expanding and showing all of its contents
- Activity - Issue fixed that prevented a field within a section from displaying on a report
- Draft Reports QC - Issue fixed with certain filter controls (Project Number + Report Type) not working has been fixed
- Delivery - Issue fixed that presented the publishing folder tree in an "expanded" state has been fixed
- LIMS - Issue fixed that prevented the user from sorting on the Untested column
- LIMS - Issue fixed that caused the cast cylinder diameter averages to default incorrectly in certain situations
- Sample Tracking - Issue that prevented the specimen status from updating when all underlying tests are marked "complete" has been fixed
- Other miscellaneous bug fixes
2.9.6- Various bug fixes
- User Interface - Better contrasting grid row shading introduced in addition to assuming the active row is a selected row
- Concrete / Grout / Mortar - Both Technician and Cast By names will appear on the specimen-based reports in the Sample section
- Concrete / Grout / Mortar - Further cleanup / fine tuning of Standard Cure / Field Cure locations
- Concrete / Grout / Mortar - Slump & Spread will be reported on reports in mixed number / fraction format - data entry will continue to be in decimal format
- Form Designer - Validation added for Hide Expression syntax
- QC - Density Tests - Proctors & Locations can be updated in batch
- Admin - General - Sort order key sort column (usually date) in Quality Control grids can be configured
- Admin - Reports - The following Description placeholders added - Current User, Project Number, Project Name
- Utilities - Main menu updated to consolidate all extract modules in one area
- Utilities - Multiple modules updated to consolidate general data extracts and billing extracts in one screen
- Utilities - Density - Density tests can be marked / managed as "billed"
- Utilities - C/G/M - Untested filter control added
- Utilities - C/G/M - Total Test Cost field option added to sample data extract
- Utilities - Nuclear Gauge - Office filter control added
- Utilities - Sample Tracking - Test Cost billing data extract and Sample data extract combined (one tab for Sample / Specimen data and another tab for Test data) - billing management included
- Utilities - Draft Activity & Sample Tracking records can't be "billed"
- Utilities - Project Owning Office filter control added to various filter panes
- Utilities - Additional field extract options added in a number of different areas
- Utilities - Scheduling - Recurrence Number and Phone Number added as field extract options
- Admin - Permissions - Role permissions added to control who has access to generate billing extracts (permissions for each section within Utilities)
2.9.7- Utilities - Activity & Sample Tracking extracts refactored so data could be extracted across different form types
- Admin - Activity - Search / Display results updated so cross form extract columns could be configured
- Admin - Activity - Search / Display results updated so cross form extract columns could be configured (Sample / Specimen and Test views)
- DIY Forms - Issue fixed that prevented a Text Area field in a grid a grid from displaying
- Discrepancy Report - Issue fixed that prevented activities from being grouped by form name first
- Issued fixed where a field Contained inside a Section did not work in a Discrepancy filter or results
2.9.8- Various bug fixes
- Activity QC - Users can set the status of the Activity record when saving changes (i.e. choose to keep the status as Complete instead of having the system set it back to Entered status)
2.9.9- Discrepancy Report - Fixed issue where image metadata was not appearing
- Issue resolved that generated various errors when multiple MetaField browser tabs were open in Quality Control
- Density QC - Test status can be updated when editing a test in certain situations from Quality Control
- Sample Tracking QC - Test status can be updated when editing a test in certain situations from Quality Control
- Sample Tracking LIMS - Early Break List Report - Fixed issue that prevented records with no Next Test Action Date from showing up on the report
- Activity - Issue fixed that created duplicate grid row numbers in certain cases
- Issue fixed that created a page crash in QC if WBS Level 1 was inactivated
2.9.10- Resolved issue that caused unexpected behavior navigating to QC from Dashboard
- Resolved issue that caused unexpected behavior when opening the Activity Open Discrepancy and Sample Tracking Samples sections in Scheduling -> Pending Field Actions tab
2.9.11- Digital Signatures - Issue resolved that prevented digital signatures from being applied if a project and / or client name / address had a special character in it
- Activity - Additional performance improvements introduced
- Offline Activity Records - Issue resolved that prevented complete data transfer of offline records in certain instances
- Delivery - Issue resolved that caused a report to not generate in certain instances after previewing another report
2.9.12- Draft Reports QC - Resolved issue that caused unexpected behavior when previewing reports.
2.9.13- DIY Forms - Resolved issue that prevented data in certain nested data grids from saving properly when visualization rules were used.
2.9.14- Discrepancy Numbering - Resolved issue that created some gaps in discrepancy numbers in certain situations.
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