Release: Dec 5th 2024
Build: 6.3.0.18175
Install ID: sw630_18175

The 6.3.0 release introduces certificates for creating more extensive training courses, a new download PDF action, incident reporting features, AI training and several more features and important fixes. 

Cloud hosted will be updated automatically in the coming days. For on-premise, learn how to upgrade here.

1. Certificates! To enhance the training and learning management capabilities of our platform, you can now create Certificates on the Quizzes tab. These are groups of quizzes that must be passed in order to earn a Certificate. The Certificate can be restricted to certain user groups. Any number of certificates can be added, and will be displayed along the top of the Quizzes tab. You can add a Certificate either by entering the name of the Certificate when editing a quiz on an article, or by going to What's Next > Add Certificate (Wiki Managers only). You can then add articles to the certificate by editing the certificate, or by going to an article, editing it and then selecting the certificate from the quiz settings of the article. 
   1. You can also add checklists to certificates.  This can be useful for manual intervention (eg. a demonstration and review) for evaluating if someone has earned a certificate. You can use approval workflow in the checklist to expand on the processes involved to pass. In the Add Article under a certificate, select an article that has a checklist. Now the certificate will only be marked as complete if that checklist has recently been completed (within the past year, or since the last certificate expiration date).
   2. Certificates can also have an expiration timeframe defined. For example, you can make the certificate expire every year. Once expired, they will have to retake the quizzes (or re-complete checklists) before they can attain the certificate again.
   3. There is a report "All Certificates" that will list all users and the certificates that they have passed, or which have expired.
2. In the action menu on an article, there is now a "Download PDF" option. This allows end-users to easily download a PDF version of the policy. It will generate the PDF once for each version and then use that same PDF as the download link.
3. When editing, if you hover over a link it will now display the URL of the link. If you press CTRL and click the link, it will open it in a new tab.
4. For Incident Reporting, in addition to the Incident Assignee on a department, you can now add an additional (and optional) "secondary incident viewer", which will be a user that will be able to view all incident reports for that department.
5. For Incident Reporting, any attachments added to records will now be copied into the main incident attachment list, for convenience.
6. A new action, "Report Concern From News", is available on the Incident Reports tab. It lets you provide the URL of a news article to alert management about any relevance of the news to the organization. If Enhanced AI is enabled, it will use AI to summarize the news article, and then post the summary in an incident report for review.
7. In the History and Review screen, if a policy is used in either a compliance objective or risk mitigation, and you are a Risk Analyst, it will now show a link at the top to inform you about the compliance frameworks and risks it could impact. If you have Enhanced AI enabled, it will also automatically summarize how the changes in that version can impact the compliance and risks. This information can then be used to inform the review process.
8. Any policies that are referenced by compliance objectives or risk mitigations will now show a blue link at the top to list out those compliance objectives, in particular to increase awareness among staff about the importance of the policy to regulatory compliance. Risk Analyst staff will also see risks linked to the policy, and the list will contain links to the actual compliance or risk records for further analysis.
9. The All Policy Status report now includes an indication if the policy is referenced by compliance or risks.
10. There are now a number of sample workflow checklists available for a wide variety of human-resource related and operational processes.
11. When sample policies are installed, any links will now properly link to other sample policies or tell you that the policy isn't yet installed.
12. When using EnhancedAI, we now support Azure models. You simply prefix the API key with "api-key ", and override the endpoint URLs in the model name.
13. The Enhanced AI features (such as the AI Suggestions, automatic ticket response and search) will now only utilize article content that the user has access to.
14. The Enhanced AI can now be restricted to only use a specific tab (may be useful in some cases where there's a public knowledge base). You can edit the Configuration / AI Options record and set the Restrict To Tab option in there. You'll then have to generate the topic tree.
15. You can now train AI yourself! We have added support for AI Fine Tuning. This lets you create test questions along with guidance to get the correct response. These test question and answers can then be used to train a custom AI model, so that it understands your organization better. To learn more, see how Fine Tuning section. (Enhanced AI only)
16. Those submitting incident reports can now continue to Add Input after the report is submitted, in case they remember more details to add to the report at a later time. Once the report is closed, they will instead need to raise a new incident report.
17. Incident Report Details report now also shows attachments (as links) added to records within the incident.
18. Incident report emails now include the summary in the subject of the email.

Fixes:

1. Fixed an issue with an error that appeared when implementing policy amendments from an AI analysis on an incident report.
2. Fixed several issues with custom lists associated with checklists that have forms with sublists.
3. Fixed issues showing checklist forms with sub-lists in the "Show Preview" screen.
4. Reassign Draft feature will now show the list of ALL users, if you have it set to allow non-Wiki Managers to edit.
5. Fixed an issue where using the quiz editor would make any other tabs in the same browser load the article editor upon refreshing or clicking a different article.
6. Fixed an issue where Last Editor wouldn't always show the author of the last published change.
7. Fixed an issue where clicking Update on an approval review page would occasionally show an Access Denied error.
8. Fixed an issue with the Edit Form for checklists where it would on rare occasions not save changes that were made to the form.
9. Fixed a bug where having a second-level approver pending when an admin takes over and updates an article causes the pending approval to remain as an un-actionable assignment.
10. Performance enhancements to updating articles.
11. Reviews or expirations that are assigned to a group instead of a user will now show properly in the reports and stats screen.
12. Canceling a newly inserted draft that has sub-articles will now tell you to remove the sub-articles first. Previously it would warn you, and then delete even the sub-articles.
13. Fixed a problem with editing using FireFox, where the cursor would jump around (this was caused by a bug in a recent release of FireFox, we've added a workaround).
14. There is a new background job that will remove outstanding assignments for deactivated users.
15. General performance and security enhancements.