Skip to content

Files

Active Steward Release Notes

Development

The continuing aim of the development programme is to provide up-to-date comprehensive and intuitive tools that support users and companies achieve their goals.

The direction of development is driven by our users. We welcome all feedback and suggestions - please contact the development team at support@activesteward.com. We will be pleased to hear from you, whatever your comment or suggestion. You can find details of our recent releases below.

Regards,
Active Steward Development Team

Version 14.0

2025-04-14 Monday

About This Update

New Features

Integrations – New API and connections to other systems

  • Active Steward API
  • API – Documentation
  • Integrations - Read Invoices from Iplicit
  • Integrations - Write Invoices to Iplicit
  • Integrations - Allow Authentication Type Selection in IUCLID Integrations

Active Steward now has an API, exposing a number of core records and attributes. These can be used to connect with other systems. The API has been released alongside documentation which references the endpoints available and describes how to use each.

New integration, allowing Active Steward to connect with the Iplicit accounting system. Invoices can be read from and sent to Iplicit to be generated.

System Upgrades – Large system updates and changes

  • Upgrade to Jakarta EE
  • Configuration - Calls to configuration service should not call to the database
  • Update Java libraries

This update includes large third-party library updates, to ensure the app is prepared to quickly solve any vulnerabilities found.

Audit Log for Entities

Active Steward now has an audit trail detailing basic changes made, the timestamp and user. The audit log for entities is available in a new tab under entity records. The logs for other records (Studies, Products, Constituents and Registrations exist but are not yet accessible via the site.

Documents - Auto-population of IUCLID Files to Consider Entity/Constituent UUIDs

When importing IUCLID files, the system will look for constituent ↔ entity links based on the legal entity or substance found in the iz6 file. This reduces the need for manual population links via spreadsheet, improving the speed of bulk imports.

Configuration - New Help Icons

Help icons added to fields in the configurations screen. The tooltip icons explain the use of each field.

Uses Service - New Upload Templates

Help Center Release Notes - Page redesign

Page length reduced. Releases / Versions put into collapsable Admonitions to separate and organise information clearly and consistently. Historical release notes before 2024 have been moved to another page, accessible via link if required. General styling improvements to page.

Customer Requests, Changes and Improvements

Campaigns

Uses Survey Improvements and Bug Fixes
  • Uses Surveys - New 'Referral Code' Input
  • New Email Template Confirming Uses Survey Access
  • Uses Surveys - Manufacture section reappearing / not fully removed when “Cease of manufacture” checkbox clicked
  • Uses Survey - Restricting Submission Based on 'Mass Balance'
  • Uses Survey Task - "Select All" uses is not selecting all
  • Uses Surveys - Contacts can submit Survey responses past the task closed date

Changes to the uses survey includes several bug fixes and new features. The new features are email templates detailing survey access and a new referral code input. A check has now been applied when data is submitted to the survey. The check includes calculations on the tonnages entered by the user, and a warning is given if amounts are not consistent or accurate. The new referral code field is used to track the order of companies within the supply chain of a substance. It helps identify upstream and downstream users whilst collecting anonymised data on use and exposure issues.

Campaign Page Changes

The improvements to campaign pages allows additional information to be presented to external customers. The existing studies page now has a new option to show all studies in the partition. There is a new "Interests" page, useful for displaying the “Constituents of Interest” for a particular entity or group.

The following tickets are smaller changes that improve the user experience, for both campaign set up, and external customer viewing:

  • Campaigns > Documents Page > Tables - Order files by creation date descending then alphabetically ascending
  • Campaigns - See full task name when inserting tasks on pages
  • Campaigns - Security Issues Popup - Move link to banner
  • Campaigns Images - Max size for popup
  • Campaigns > Invoicing pages - Order by date by default
  • Campaigns Task Tracker - Display version identifier

The Task Tracker page now visibly shows the version identifier on the document link name, allowing users to see what version of a file they are downloading.

Automatic Display of Documents on Pages

This update has a new functionality that enables users to email files to a campaign. Documents that are emailed to the partition with a specific campaign code, will automatically be uploaded to the campaign as a “task”.

Other bugs and improvements for campaigns
  • Documents - "Share in Campaigns" Error
  • Campaigns - Remove the link from the "Page removed" notification
  • Improve error message when giving a campaign viewing role a name that already exists
  • Campaign Survey Export – Incorrect characters exported in survey response
  • Campaign Surveys - Prevent saving response as a draft if already submitted
  • Campaigns > Task Groups - Show "Closes on" column in table
  • Survey Templates - View Source Code
  • Survey Templates – Add a 'Send to top' button
  • Campaigns Surveys - 'Send to top' – Down button doesn't work at first
  • Campaigns - Task Tracker - Make "Closed" download tasks not appear
  • Campaigns > Upload Task – Back button doesn't work
  • Campaign Task > Assign to a task group – Order the list of task groups
  • Campaigns - Have instance level T&Cs as a fallback
  • Campaign Tasks - Incorrect "Accessible to" when adding tasks to task group

Constituents

New Constituent Fields and additional functionality for constituent data
  • Constituent/Entity Links - Add Manufacturer and UUID fields
  • Constituents - More 'Reason for Update/Submission' Options
  • Constituents - Additional 'Molecular and Structural Information' Fields
  • Constituents - Additional 'IUCLID UUID' column for bulk data Importer
  • Constituents – Reference to / Select a Communication Document in Regulatory Submission Records
  • Add Columbia REACH to Constituent Regulatory Tab
  • Constituent Regulatory Tab > EU REACH - Add Manufacturer & Importer option for “Role”
  • Constituent EC Numbers - New format
  • Constituents - Importer for Submission Records
  • Constituents - Store Analytical Sample Data

There are new fields and features for constituent records, meaning that a wider range of information can now be stored and used in Active Steward. There is a new legislation for the regulatory area and a new section / tab for Analytical Samples. The new sub-tab, “Analytical Sample Test Data”, has been added to allow test sample data origin, testing method, and sub-constituent breakdown (EC number, CAS number, w/w%) to be recorded.

General bug fixes and improvements for Constituents
  • Constituent > JSG & Consortia - REACH-IT File - Remove underscores
  • Constituent > Regulatory > C & L > GHS Tab: Toolbar Cancel Button Obscures Dropdown
  • Ajax error loading the tonnage for a constituent
  • Constituents - 'Substance Identification' Not Allowing Decimal Numbers
  • Category Group > Studies Tab > Cost Overview toggle not working

Documents

This release includes multiple fixes for IUCLID Documents (the exporter, extractor and viewer).
  • Documents - Non i6z 'IUCLID Output' Files Still Open IUCLID Viewer
  • Documents - Error Importing i6z with No 'Manifest' File
  • IUCLID - Auto population not working when “manifest.xml” Creation Date is in 'Sep'
  • IUCLID Viewer - Fails to Load Some 'Remarks' Field when Beside a Populated Dropdown
  • IUCLID Extractor - Error When Extraction Time >10 Minutes
  • IUCLID Extractor - Error When Selecting a Template
  • IUCLID Extractor - Error When Exporting 'DataProtection'
  • IUCLID Document > Clicking "Download IUCLID File" before parsing is done causes an error
  • Documents - (IUCLID Integration) Document Selector Takes a Long Time to Load for Large IUCLID Lists
Other improvements and fixes for Documents
  • Documents - Validation during import must first check file existence
  • Documents - Rename file download names
  • Meetings – Can now save study meetings as documents in the system
  • Document Search - Have a column for "Tags"
  • Comment 'Created' Date Resets When New Document Version is Created
  • Documents - "In campaigns" column filter doesn't work
  • Document Page: Name Field Overflows Containing Box when Document Title is Very Long

Entities

  • Contact screen not loading
  • Contacts screen - Contacts still list archived entities

Inbox / Email

  • Email Inbox – Improve speed
  • Entity > Contacts Tab - Can't select email template when sending out email
Incoming emails and their attachments can be automatically linked to substance records

Email documents into a partition with the constituent or product code copied in, to automatically save the email and attached files to the record. This feature makes the organisation and upload of documents easier/ easier.

Integrations – Fixes and improvements to the existing integration with Quickbooks

  • QuickBooks Integration - Newly Imported Invoices Not Linked to Studies (& Limited to 100)
  • Quickbooks - Entity Address Not Updating
  • QuickBooks Integration - Improve Invoice Creation Using Async / Batch Operations

Inventories

  • Inventories - "Constituents in Inventory" table not exporting to excel
  • Inventory Upload - Read Multiple CAS/EC in the same cell

Invoicing

  • Invoice > Attributes tab - Ajax error
  • Invoices Overview - Can't search by date
  • Entities > Invoices Tab - Ajax error
  • Invoices Overview - Include VAT number in the export
  • When generating invoices, constituent names have extra incorrect characters
  • Invoices – Importer to Search for 'From' Entity Based on Names in Partition
  • Send Invoices - Display attributes for "Sent By" and "Date Sent" when invoices are sent out via email
  • Invoices - New 'Legislation' Attribute

Products

  • Tonnage Notifications - Bad request when clicked

Studies

  • Linking Entities to Studies based on their reason for interest is linking incorrect entities
  • New cost sharing option
  • Create Study Group - Error page
  • Align Report attributes (study ownership section) with studies
  • Linking entities to studies – Text improvements to make link options clearer
  • Studies - Character limit for Study Codes
  • Study Importer - Improve error message when study start/end date is missing
  • Studies > Meeting - buttons cut off page
  • Studies > Statements Tab – Issue is missing link to inventory

User Accounts / Login

  • Creating new partition does not add list of users to partition
  • Ignore disabled accounts when logging in with SSO
  • SSO Users - Cannot ‘Create Password’ for themselves
  • User Record - Last Updated says "Data unavailable" when user has registered for their own account
  • User Roles - Ability to Link to Microsoft SSO Groups
  • Registering for an account - changes to make process clearer
  • Registration cancel button does not return to page
  • Search Users - table cut off when on laptop screen

Dashboard / Navigation

General

  • Timestamps are incorrect on tables that load dates
  • Notifications - More customisation options (Campaign Security Issues & Invoice Payments)
  • Table Excel Export - Last updated column has incorrect header
  • Documentation - Search Bar Missing
Version 13.1

2024-11-18 Tuesday

About This Update

New Features

Home Page - New layout and calendar, more items appearing automatically

A new design for the home page. When using the old homepage calendar (the default), calendar items needed to be added manually. With the new calendar (selected from "My Account" > "Calendar Dashboard"), dates and notifications from across Active Steward are displayed (for example, Studies, Campaigns, Documents). Areas appearing can be customised in the calendar settings.

Login - Login page redesign and Single Sign On (SSO)

  • 'Single Sign On' Options
  • Page redesign
  • New password policy

SSO has been introduced for Active Steward, improving the login process for users with access to multiple Active Steward platforms. Users with a relevant Microsoft or Google account can sign in using those options on the login screen, and will be logged in without needing their user name and password.

Passwords must also now contain at least 8 characters, with a mix of uppercase and lowercase letters, numbers, and special characters.

Invoicing - New "Invoice Type" field, QuickBooks updates

  • New 'Invoice Type' field
  • Entities - Associated QuickBooks customers updated
  • QuickBooks Invoice Creation - Improved performance

A new "Invoice Type" field can be selected (Commercial, Operational, Technical, Testing, Settlement, Letter of Access). Invoices can be searched for by their "Invoice Type" in the Invoice Overview, making it easier to find relevant invoices.

Active Steward entity information can be updated from QuickBooks, and QuickBooks customer information can be updated from Active Steward, so information only needs to be updated once.

Campaigns - Displaying documents by tag

In Campaigns, the "Document" page type can now display documents based on their tag. Documents can be emailed into Active Steward, automatically tagged, and then appear on relevant Campaigns pages (please contact Active Steward Support for more information on setting this up), minimising time spent manually uploading documents: Automatically Share Documents to Campaigns - Via Email.

Studies

Study costs paid by additional entities can now be adjusted, to better reflect the costs being paid. There are also new options on the Costs Overview, to find information by constituent, and to find cost information for payees.

Customer Requests, Changes and Improvements

Improvements

  • Communication - Saved study emails are deleted
  • Communication - Draft emails now work
  • Campaigns - Footer - Options can be chosen from a dropdown
  • Campaigns - Edit page content - Default font now listed
  • Campaigns - Comments - Improved wording
  • Campaigns - Editing study pages - Improved speed
  • Campaigns - Surveys - Mandatory questions indicated
  • Campaigns - Completed Tasks - New 'Accessible To' column
  • Campaigns - Roles - Can be removed from contacts, pages, tasks
  • Campaigns - Roles - Extra spaces ignored
  • Dashboard - Old and new dashboards available
  • Documents - Versioning - Customised version names can be added
  • Documents - Importer - Errors appear together
  • Documents - Reports - Aligned to study cost sharing
  • Inventories - Updates saved after upload
  • Invoices - From/To entities aligned
  • Invoices - Dates now display correctly
  • IUCLID - Extractor - Document reference information included (as well as UUID)
  • Notifications - Tonnage submissions and constituent tonnage include all relevant recipients
  • Studies - Default search criteria updated
  • Studies - Milestones - Updated templates, mandatory comments removed
  • Studies - New 'CRO Study Number' column
  • Tonnage - 'Constituents and Years' - Future years and more legislation types included
  • Uses Survey - Entity Groups - 'Uses Survey Results' tab
  • Uses Survey - Transposed Excel export - Total number of received surveys added
  • Uses Survey - Transposed Excel export - Empty tonnages removed from summary
  • Uses Survey - Constituents - Task filter added
  • Uses Survey - Uses and concentration ranges reviewed

Customer Issues and Requests

  • Campaigns - Duplicating - Partitions in correct order
  • Campaigns - Can now delete archived campaigns with survey templates
  • Campaigns - Invoices - Paid dates correct
  • Campaigns - Roles - Improved speed when updating
  • Campaigns - Campaign contacts upload faster
  • Campaigns - Partition pages - Improved speed
  • Campaigns - Contacts no longer appear duplicated
  • Campaigns - Roles appearing correctly on contacts
  • Campaigns - 'Display as separate menu' now updating
  • Campaigns - Pages no longer duplicating on creation
  • Campaigns - Section duplicator no longer duplicating twice
  • Campaigns - Communication Contacts - Dates now filter
  • Campaigns - Users no longer logged out
  • Campaigns - Section duplicator - Sections nested correctly
  • Campaigns - Public pages - Images - Now appearing correctly
  • Campaigns - New Password - Tooltip displays
  • Campaigns - Pages add with no errors
  • Campaigns - Page - "Invoicing Entity" field appears correctly
  • Campaigns - Archived pages - No longer unarchiving when saved
  • Campaigns - Footers/other content display correctly for read-only users
  • Campaigns - Public users - 'Terms and Conditions' logo now displays
  • Constituent/Products - Improvements when adding/deleting linked entities/addresses/contacts
  • Constituents - Co-formulant - IUPAC field now appears
  • Constituents - Export to Excel - 'Null' no longer appears
  • Contacts - Export - 'Last Login' exported
  • Contacts - Information pages - Archived entities no longer display
  • Contacts - Export - 'Last Updated' column exported
  • Contacts - Archived entities no longer appear
  • Communication - Emails - BCC recipient limit increased
  • Comments - Comments can be edited
  • Documents - Changing document - Incorrect pop-up no longer appears
  • Documents - Moving - Can be moved to study folders
  • Documents - Campaigns Pages Tab - Displays correctly
  • Documents - No longer logged out
  • Documents - Email document type can be changed
  • Documents - Tag search - Now matching exactly
  • Documents - Type can be changed to Reports and Publications
  • Documents - IUCLID - Campaigns - Comments can be viewed
  • Documents - Invoices - Overview - Improved speed
  • Emails - Editor now displays images
  • Emails - Drafts appear in document search
  • Emails - Editing the 'Attributes' tab no longer removes message information
  • Entities - Removed from Entity Groups when deleted
  • Entities - Updates without errors
  • Entities - Bulk Data - Entities Export - Now working
  • Entities - Missing data fixed
  • Entities - Business Unit/Sites - Can be viewed
  • Global Search - Show all - Works correctly
  • Products - Lists - Load correctly
  • Login - SSO - Updated session information
  • Notifications - No longer sent to disabled users
  • Notifications - Display correctly
  • Notifications - Campaigns users - Receive correct notifications
  • Studies - Timeline comments can be left
  • Studies - Linking entities by category group - Correct links added
  • Studies - 'Inheriting from group' options now work
  • Studies - New - First entity contacts now displaying
  • System - Improved authorisation and security
  • User Accounts - Can be disabled
  • User Accounts - Checkboxes working
  • User Accounts - Listed correctly
  • User Accounts - Updated permissions for SSO users
  • User Accounts - Roles - 'Restoring emails' shows when enabled
  • Uses Survey - Excel export now correct
  • Uses Survey - New 'Legal Entity' field
  • Uses Survey - Export to Excel - Manufacture/formulation exporting to correct columns
Version 13.0

2024-08-12, Monday

About This Update

This major release provides many improvements in the campaign section. Performance has been improved for a faster user experience in large campaigns. We have also added a new “Search” so that external users can find pages and documents/tasks easily (magnifying glass icon on the top-right corner). Campaign pages can also be set to access "None" so they can be created without being accessible to external users (before you could create a page without associated roles, but this is much less confusing).

The rich format editor (used in campaign pages, comments,...) has been improved and it now includes merge tags (tags that automatically change on rendering depending on the context, for example, substance name, submission tokens...), mentions to other users (which will be notified in the notification section or by email), improvements on the source code editor and an easier way to add external iframes. The table export experience has also been improved. The export buttons have been moved to the table header and the internal procedure to get Excel files has been standardised.

We have a new document importer which uses an Excel spreadsheet to import many documents and their attributes. It can be used to add documents from new customers or to add documents in bulk.

A new "Send email" button has been added to screens with entities (companies) to make easier to send communications to those interested in a specific constituent or issue.

Finally, more technical changes include upgrading the internal Java libraries (including a change from JEE to Jakarta in the uses and inventory service) to get the latest security patches and to avoid potential bugs.

(JTPPM-nnnn is an issue code by which we track each issue.)

New Features

  • JTPPM-6417 Campaigns - Ability to Insert 'Merge Tags' on Pages
  • JTPPM-6405 Comments - Ability to 'Mention' Other Users
  • JTPPM-6383 Document importer
  • JTPPM-6379 Invoices - 'Create Invoices' Button Directly From Contract
  • JTPPM-6374 Documents - Warning when Archiving a Document Used in Campaigns
  • JTPPM-6371 Screens - 'Send Email' Button Added Everywhere Entities are Listed
  • JTPPM-6131 IUCLID Extractor - Templates for Endpoint Selections
  • JTPPM-5327 Dashboard - New Layout / Calendar
  • JTPPM-6419 Campaigns - Search (External) Include Content from Generated Tables
  • JTPPM-6199 Campaigns - Search Function for External Users

Improvements

  • JTPPM-6369 Upgrade to Jakarta the Uses Service
  • JTPPM-6370 Upgrade to Jakarta the Inventory Service
  • JTPPM-5790 Invoice Overview - Improved export speed for big data
  • JTPPM-6490 Dashboard - Settings screen cannot be closed on a laptop screen
  • JTPPM-6485 Calendar - Include Study Activities (With its Own Settings Toggle)
  • JTPPM-6484 Campaign Tasks - List Unused - Include Creation Date
  • JTPPM-6477 Uses Survey - Ability to Restrict Selectable Roles
  • JTPPM-6462 Uses Survey - Additional Concentration Options
  • JTPPM-6460 QuickBooks Integration - When Not Taxed, Use '0' Tax Instead of 'Not Applicable'
  • JTPPM-6450 Display text when the notification panel is empty for campaign contacts
  • JTPPM-6449 Category Groups - Improvements on Entities tab
  • JTPPM-6446 Add an OR tonnage to uses surveys
  • JTPPM-6440 Notification Button - Improve helper text in places
  • JTPPM-6438 Search - Make Internal Search Use Drop-Down Results (Consistent w/ Campaigns)
  • JTPPM-6437 Products/Constituents > Entities tab - Change helper text/make pages consistent
  • JTPPM-6436 Product>Identity>Constituents - Change button text
  • JTPPM-6433 Studies - Received Invoices > Include Invoices from Other Entities
  • JTPPM-6429 Reports Overview - Add the ability to search by Information Type(s) and Route(s) of Exposure
  • JTPPM-6421 Campaigns - Remove warning when adding a contact with no roles
  • JTPPM-6416 Campaigns - Sort Tables While Editing 'Normal' Pages
  • JTPPM-6415 Campaigns - Enhanced 'Source Code' Options
  • JTPPM-6411 Creating a new user role - add a banner when saved
  • JTPPM-6406 Submissions Overview - Improve search/filter
  • JTPPM-6400 Campaigns - Display partitions with public access separately
  • JTPPM-6396 Campaign Email description mentions contact groups
  • JTPPM-6393 Campaigns - Unable to select some page types when access is "None"
  • JTPPM-6384 IUCLID Review Tasks - View General Comments When Opened
  • JTPPM-6382 QuickBooks Integration - Update PDF During Import
  • JTPPM-6381 Campaigns - Warn Users When Navigating Away From Incomplete Survey
  • JTPPM-6366 Campaigns Notify Contacts - Improve message
  • JTPPM-6363 Bulk Data>Campaigns - Hovering over the campaign name
  • JTPPM-6360 Small text changes around the app (groups, templates...)
  • JTPPM-6355 Surveys - Add a "Required True" option to checkboxes
  • JTPPM-6352 Uses survey - Improved export to Excel
  • JTPPM-6351 C&L - Adding new hazard classes
  • JTPPM-6350 Upgrade Java libraries
  • JTPPM-6348 Campaigns Pages - Remove content when changing type to task
  • JTPPM-6345 IUCLID Extractor - Select/Export Nested Paths for Doc References
  • JTPPM-6342 Code - Replace 'Tab' with 'Page' in Campaigns
  • JTPPM-6340 Entity Interests - Updated by columns
  • JTPPM-6339 REACH IT and AS Entity Interests Comparator
  • JTPPM-6332 Selenium test for uses surveys
  • JTPPM-6329 Uses Surveys - Order the uses alphabetically
  • JTPPM-6319 Campaigns - Improve Page Load Time for External Users
  • JTPPM-6307 TinyMCE - Upgrade to v7
  • JTPPM-6306 Improve DRC/doc link email - remove white space
  • JTPPM-6304 DRC Wizard - Recipient email gets cut off page
  • JTPPM-6294 Campaigns - New 'Accessible To' Type 'None', Used Instead of Empty Roles
  • JTPPM-6280 Contacts - Ability to add campaigns on contact record tab
  • JTPPM-6273 List Constituent - Add Tonnage Band
  • JTPPM-6268 Uses survey - Associate with entities
  • JTPPM-6265 Invoices - Notifications When Paid
  • JTPPM-6252 Contacts - Edit Campaign Roles
  • JTPPM-6226 Campaigns - (External) Notifications for Survey Submissions
  • JTPPM-6205 Campaign welcome page - Improve the text and logos
  • JTPPM-6158 Remove cost sharing for studies where it is not relevant
  • JTPPM-6129 Entities - Invoices - Page loads slowly for many invoices
  • JTPPM-5975 Tables - Move Export Button
  • JTPPM-5800 List Campaigns - Search by month using text
  • JTPPM-5651 Tables - Standardise All Exports - Export Visible Columns w/ Filters
  • JTPPM-6412 Campaigns - Easier to Insert iFrames
  • JTPPM-6380 Notifications - Unpaid Invoices - Combine Multiple Invoices to One Notification/Email
  • JTPPM-6327 IUCLID Extractor - Export Document Ref Information, Not Only UUID
  • JTPPM-6344 Inventories - Read Multiple CAS/EC in the same cell
  • JTPPM-6403 New Route of Exposure - Ocular/Eye
  • JTPPM-6401 Turkey REACH - Add pre-registration section

Customer Issues and Requests

  • JTPPM-6376 Invoices - Cannot Bulk Send to > 256 Contacts
  • JTPPM-6448 Deleting uses survey not working
  • JTPPM-6445 Campaigns - Archived page banner mentions "tab"
  • JTPPM-6426 Constituents - Pressing enter on the synonym table clears all fields
  • JTPPM-6399 "Share in Campaigns" button is overlapping content
  • JTPPM-6391 Campaign Pages - Accessible to all contacts has an empty column
  • JTPPM-6364 Campaign Duplicator - Column for 'Task(s)' does not get populated
  • JTPPM-6359 Documents - Campaigns counter not counting pages
  • JTPPM-6347 Fix budget selenium test
  • JTPPM-6341 Campaign Duplicator - Pages with access 'none (Hidden)' are not duplicating
  • JTPPM-6303 Read only user - Clicking 'Task' in the breadcrumb gives 404 page
  • JTPPM-6343 Category Group - Add a warning to archived constituents
  • JTPPM-6495 Entity>Substances>Constituent/Product - Cannot link an address if the address field is not populated
  • JTPPM-6493 Send Notifications - Error message
  • JTPPM-6491 Uses Surveys - Warning when exporting to excel
  • JTPPM-6486 Constituent - Entities > Ajax error
  • JTPPM-6483 Entity Groups - Regulatory Counter Not Correct
  • JTPPM-6482 Entity Groups - Invoices Missing
  • JTPPM-6481 Campaigns - Survey - Taking a long time to load
  • JTPPM-6475 Notifications not loading
  • JTPPM-6473 Campaigns - Contact can see archived sections and pages
  • JTPPM-6471 User Roles - User can delete emails when it is not enabled
  • JTPPM-6470 Studies - Popup - Extra space
  • JTPPM-6468 Campaigns - Error deleting viewing role
  • JTPPM-6466 Campaigns - Contact cannot view/access campaign
  • JTPPM-6465 Campaigns - Error when creating a section with pages assigned
  • JTPPM-6464 Saving Invoice - Exception saving file
  • JTPPM-6461 Archiving Folders - Error message
  • JTPPM-6459 Documents - Campaigns - Pages - Ajax Error
  • JTPPM-6453 Study Record - Notification button does nothing when clicked
  • JTPPM-6441 Uses Surveys - Duplicate missing uses
  • JTPPM-6435 Selenium failing on document test
  • JTPPM-6434 Permissions - Downloading docs with no access to documents
  • JTPPM-6432 Campaigns Company Info - Previews not displaying
  • JTPPM-6431 Joint Submissions - K-REACH - Error
  • JTPPM-6430 C&L - Extra column if multiple rows
  • JTPPM-6428 Campaigns - Stacktrace Editing Page
  • JTPPM-6425 Error message when sending out campaign welcome email
  • JTPPM-6424 Stacktrace When Creating Partition Page
  • JTPPM-6423 Campaigns Security Issues - Pages not listed
  • JTPPM-6409 Campaigns Surveys - Special Characters not displaying in response
  • JTPPM-6407 Documents - Stack overflow when indexing Staging documents
  • JTPPM-6402 Campaigns - Warning when deleting a task associated with a page is not appearing
  • JTPPM-6398 Partition Wide Content > Add Page - Remove helper text
  • JTPPM-6394 Notifications - Time is not correct
  • JTPPM-6389 Documents - Campaigns - Pages/Contacts - Ajax Error
  • JTPPM-6388 IUCLID - Undefined Comments Header
  • JTPPM-6386 Campaigns Pages - Links not working
  • JTPPM-6385 Contact list viewing roles filter is using archived ones
  • JTPPM-6378 Uses Survey - Tooltips don't work
  • JTPPM-6377 Campaigns - Always Receiving UUID Error in IUCLID Review Selection
  • JTPPM-6375 Uses Survey - Notifications
  • JTPPM-6357 Campaigns>Add new section - page selector shows archived pages
  • JTPPM-6356 Surveys - Draft responses are sending notifications and showing in the survey results
  • JTPPM-6353 Uses survey - Additional questions only needed in Professional and Industrial uses
  • JTPPM-6349 Entity links importer is not updating correctly the roles
  • JTPPM-6346 QuickBooks Integration - Searching for Customer by ID Invalid IDs Gives Stacktrace Error
  • JTPPM-6337 Constituent/Products>Entities Tab - Counter not correct
  • JTPPM-6334 DRC Overview - Document Export Error
  • JTPPM-6331 Regulatory - Uses Survey Results - Ajax error
  • JTPPM-6330 Submissions Overview - Category Column
  • JTPPM-6326 Customise Expiry Date Notifications
  • JTPPM-6325 Budgets - 'Create Invoices' Button - Currency not Set to Budget's Currency
  • JTPPM-6320 Campaigns Survey Preview - Duplicating Questions
  • JTPPM-6318 Invoicing Contact - Don't allow removing from entity
  • JTPPM-6311 Improve Invoice Import Emails
  • JTPPM-6298 Campaign Duplicator > Viewing roles not assigned to duplicated tasks
  • JTPPM-6284 Campaign Viewing Roles - More button - Need to click twice
  • JTPPM-6275 Campaign duplicator > duplicate task tracker tabs with their task group
  • JTPPM-5953 Surveys - Adding a task link causes a 'security issues' warning to appear
  • JTPPM-5826 Edit user account - Export to excel button not working
  • JTPPM-5817 Constituent - Sub-constituents subtab not loading
Version 12.2

2024-04-18 Thursday

About This Update

This release contains updates for uses surveys, including the ability to specify uses, add 'Imported' and 'Exported' tonnage and download responses. The 'Substances' & 'Constituents of Interest' Sections for entities have also been combined. The release also contains the ability to create invoices by spreadsheet in Budgets, credit notes can be imported, and improvements for the IUCLID extractor.

It also contains customer-requested changes and improvements.

(JTPPM-nnnn is an issue code by which we track each issue.)

New Features

  • JTPPM-6316 Budgets - New 'Create Invoices via Spreadsheet' feature
  • JTPPM-6020 Entities - Combine 'Substances' and 'Constituents of Interest' Sections
  • JTPPM-6295 Invoicing - QuickBooks Integration - Credit notes imported
  • JTPPM-6132 IUCLID Extractor - 'Include Row' option for Empty Sections
  • JTPPM-6266 Regulatory - Improvements on dossier updates screen
  • JTPPM-6019 Uses survey - New specifications and link to Uses Service
  • JTPPM-6269 Uses survey - Auto-population of entity and contact fields
  • JTPPM-6270 Uses survey - Download button with results
  • JTPPM-6308 Uses survey - Imported' and 'Exported' tonnage inputs
  • JTPPM-6312 Uses survey - Ability to auto-populate as User Enters Data
  • JTPPM-6317 Uses survey - Can save as draft twice

Improvements

  • JTPPM-6249 Budgets - Improved error message when deleting a category group associated with a budget
  • JTPPM-6301 Budgets - Entities - Annex and cost sharing role added
  • JTPPM-6206 Campaigns - Improved navigation for partition selector
  • JTPPM-6253 Campaigns - Partition wide content - Loading times improved
  • JTPPM-6259 Campaigns - Updated banner
  • JTPPM-6289 Campaigns - Company information tab improved
  • JTPPM-6314 Campaigns - Task wizard - Button no longer missing
  • JTPPM-5474 Communication - Emails - CC'd & BCC'd email addresses linked to contacts
  • JTPPM-6290 Contacts - Improved load times
  • JTPPM-6010 IUCLID - Extractor - Ability to name file when creating
  • JTPPM-6291 Regulatory - DRC - Save button now works when adding another product
  • JTPPM-5059 Surveys - Save Draft Responses
  • JTPPM-6227 Uses surveys - Additional Questions
  • JTPPM-6245 Uses survey - Change text that says 'Selected'
  • JTPPM-6247 Uses survey - Remove the save as draft message
  • JTPPM-6267 Uses survey - Improved performance
  • JTPPM-6271 Uses survey - Updated and new fields

Customer Issues and Requests

  • JTPPM-6299 Budgets - Cost column now orders correctly
  • JTPPM-6187 Campaigns - Task Tracker - Now flagging archived document tasks
  • JTPPM-6239 Campaigns - Tasks appear on viewing role page
  • JTPPM-6241 Campaigns - Tasks - Uses survey column search works
  • JTPPM-6243 Campaigns - Pages - Can now search by 'All users'
  • JTPPM-6244 Campaigns - Archived document task on page - Displays warnings
  • JTPPM-6256 Campaigns - Uses survey - Export response matrix now working
  • JTPPM-6258 Campaigns - Uses survey - Submitting a new response returns to the list of responses
  • JTPPM-6278 Campaigns - Email - Contacts screen - Now loads
  • JTPPM-6279 Campaigns Surveys - Eye view - Can download uploaded files
  • JTPPM-6309 Campaigns - Still linked to deleted sections
  • JTPPM-6305 Constituent - Regulatory - JSG Consortia - Letter of access buttons improved
  • JTPPM-6287 Documents - Can now add a new document
  • JTPPM-6288 Email Inbox - Saving emails now works
  • JTPPM-6263 Entity Groups - Remarks display
  • JTPPM-6276 Product - Entities tab now displaying
  • JTPPM-6286 Product - Entity tab - Loads correctly
  • JTPPM-6262 Notifications - Load more - Now works
  • JTPPM-6272 Uses Survey - 'Back to surveys' option works
Version 12.1

2024-03-04 Monday

About This Update

This release contains the new Budgets functionality. This allows users to manage the invoicing of projects not associated with studies in the same way we already do in the study management feature (i.e. associate budgets with invoices, entities and creation of invoices in Quick Books).

The release also streamlines the way substances and entities are linked. Now, instead of there being two ways to link companies and constituents (studies and constituent screens) there is only one way, under "Substances" on entities (or vice versa).

In Campaigns there have been several improvements:

  • an option to add buttons to Campaign pages
  • the ability to select which invoices to show in the invoice pages (just to or from, and to or from a specific company if requested).
  • the page when customers need to select an option from the menu has a better appearance
  • the breadcrumb experience has been improved

It also contains customer-requested changes and improvements.

(JTPPM-nnnn is an issue code by which we track each issue.)

New Features

  • JTPPM-6116 Invoicing - New 'Budgets' Records / Functionality
  • JTPPM-6119 Budgets - Create Base Records
  • JTPPM-6121 Budgets - Link to Invoices
  • JTPPM-6120 Budgets - Link to Entities
  • JTPPM-6122 Budgets - Cost Overview
  • JTPPM-6123 Budgets - New Set of Permissions for User Roles
  • JTPPM-6175 QuickBooks Integration - Make Suggestions for Services in 'External Ref' Fields
  • JTPPM-6020 Entities - Combine 'Substances' & 'Constituents of Interest' Sections

Improvements

  • JTPPM-6230 Uses survey - add Imported field and include Role in matrix
  • JTPPM-6222 Campaigns - public user gets logged out when viewing a task
  • JTPPM-6218 Document Summary - Breadcrumb is missing a space between words
  • JTPPM-6217 Partition wide content - pages table header gets cut off
  • JTPPM-6212 Documents - Add budget attributes to invoices
  • JTPPM-6209 Campaigns - Register Page - Not Mobile Friendly
  • JTPPM-6208 LOA Webshop - Improve the user experience with the partition selector / navigating to the campaign
  • JTPPM-6196 Entity>Invoices tab - Improve the export to excel
  • JTPPM-6194 Campaign - prepare a way to make monday.com iframe mobile responsive
  • JTPPM-6185 Campaigns - Invoices - Remove Empty "From" Lines
  • JTPPM-6182 Campaigns - Ability to Order Sections
  • JTPPM-6179 Campaigns Surveys - Instructions don't appear when submitted
  • JTPPM-6177 Studies - Add 'External Ref' to List
  • JTPPM-6176 Invoicing - Warning When Invoicing for a Study/Budget w/ No 'External Ref'
  • JTPPM-6166 Campaigns - Ability to Add Buttons on Pages
  • JTPPM-6165 Campaigns - Unnecessary partition selector appearing
  • JTPPM-6164 T&Cs - Option to only display campaign T&Cs
  • JTPPM-6155 Campaigns - Tasks - "Accessible to" Column Unclear
  • JTPPM-6146 Notifications - Overdue Invoices - Additional Invoice Details on Email
  • JTPPM-6145 Studies - Published Costs Checkbox - Making available to studies without published costs
  • JTPPM-6136 Campaigns Viewing Roles - See tasks
  • JTPPM-6134 'SAP / Business Ref' Field Renamed 'External Ref' & Added to Studies
  • JTPPM-6130 IUCLID Extractor - (Optionally) Include Working Context Sections
  • JTPPM-6113 Studies - New Study Status Option 'Contracting'
  • JTPPM-6082 Campaigns - Navigating the Menu Should Dynamically Update the Page
  • JTPPM-6076 Add New User - Order the 'Database Partitions' Drop Down Field
  • JTPPM-6049 Build - Upgrading Sass compiler
  • JTPPM-6036 Create selenium test for invoices
  • JTPPM-5986 Insert Campaign Tasks - Add 'Accessible To' Filter Option
  • JTPPM-5896 Campaign Emails Tab - Not displaying all emails
  • JTPPM-5881 Entities - Archiving - Warning if in planned/active studies
  • JTPPM-6224 T&U Enquiry - Can't submit save / form
  • JTPPM-6203 Budgets - Filter Cost Overview by Budget(s)
  • JTPPM-6143 QuickBooks Integration - Add Tax for New 'Taxable Countries' Config Option

Customer Issues and Requests

  • JTPPM-6220 T&U Enquiry wizard - document checkbox gets unticked
  • JTPPM-6219 Campaigns > Inserting task group - missing fields on table
  • JTPPM-6213 Campaigns - Error 404 when 'task' page has no task
  • JTPPM-6210 DRC documents - User can save without selecting a constituent/product
  • JTPPM-6207 Product Regulatory - UK REACH - Error Referencing Deleted Document
  • JTPPM-6192 Campaign Tasks - Archived warning missing
  • JTPPM-6190 IUCLID - Can't compare versions
  • JTPPM-6180 Campaign Contacts: Temporary Password Overwrites Pre-Existing Password
  • JTPPM-6174 Selenium is taking too long
  • JTPPM-6171 IUCLID Files - Values not displaying in update
  • JTPPM-6170 Campaigns - Insert Task Link - Undefined
  • JTPPM-6169 Task Related Pages - Incorrect List
  • JTPPM-6168 Campaigns - Uses Survey - Error message
  • JTPPM-6163 Campaigns - Webshop - Navigation - Sections not appearing
  • JTPPM-6161 Campaigns - pages not loading
  • JTPPM-6159 Campaign Upload Notification - Task Link Error
  • JTPPM-6154 Campaigns Page Editor - Tables - Formatting inconsistent
  • JTPPM-6151 Campaigns - Top page not displaying automatically
  • JTPPM-6148 Campaigns - Images - Close icon doesn't display
  • JTPPM-6141 Campaigns - Sort Alphabetically in Portal Menu
  • JTPPM-6138 Campaigns Viewing Roles - Duplicating below table
  • JTPPM-6126 Exchange API is no longer working
  • JTPPM-6124 Quickbooks Import Email - Lists invoices that have not been updated
  • JTPPM-6108 Campaigns - Preview not Working for Page Type 'Task'
  • JTPPM-6045 Campaigns - Unable to select a section if the page already exists in that section
  • JTPPM-6024 Can't delete contact in LOA
  • JTPPM-6231 Campaigns - adding blacklisted users from User screen is not showing errors
  • JTPPM-6228 Documents: Creating New Version from Existing Version Causes Bad Request Error (HTTP SC 400)
  • JTPPM-6216 Campaigns>Invoicing page - Incorrect document count
  • JTPPM-6215 Campaigns - Clearing the 'Roles' field does not return the 'Contact' field
  • JTPPM-6191 Campaigns - More Consistent Breadcrumb Behaviour
  • JTPPM-6139 QuickBooks Integration - Provide 'SyncToken' When Deleting Invoices/Credit Memos
Version 12.0

2024-03-04 Monday

About This Update

This release contains two new integrations: Quickbooks, for invoicing processes, and Mindee, which allows the autopopulation of document attributes using AI based on document contents. The release also contains improvements in campaigns that allow the creation of sections at partition level and notifications to external users in case of overdue invoices. We have also upgraded internal Java and Javascript libraries for security purposes and have upgraded the code to use Java 17 as Java 11 is going to be unsupported soon.

It also contains customer-requested changes and improvements.

(JTPPM-nnnn is an issue code by which we track each issue.)

New Features

  • JTPPM-5707 IUCLID - Data Extract for Dossiers
  • JTPPM-5856 Invoices - Read Invoices from Quickbooks
  • JTPPM-5923 Campaigns - 'Sections' at Partition Level
  • JTPPM-5938 Invoices - Write Invoices to QuickBooks
  • JTPPM-5990 Documents - Read Document Attributes via Mindee

Improvements

  • JTPPM-5742 IUCLID Documents - Make 'Submissions' Reflect Constituent Registrations
  • JTPPM-5806 Notifications - Overdue Invoices to Campaign Users
  • JTPPM-5858 Survey - Dropdown field - Add the ability to include commas in the Dropdown Options values
  • JTPPM-5892 Studies - Default Cost Sharing Role as 'Cost Not Shared'
  • JTPPM-5914 Current monitor/manager is not accurate when dates are set in the future
  • JTPPM-5922 Campaigns - Change Breadcrumb Links in External VIew
  • JTPPM-5944 Campaign Pages Export - Include new viewing roles for 'Public' and 'All Users'
  • JTPPM-5947 Campaigns - Add Contacts to Role During its Creation
  • JTPPM-5948 Campaigns - Add Pages to Section During its Creation
  • JTPPM-5972 IUCLID - Allow Remote Links & Extraction for Templates
  • JTPPM-5973 Studies - Make Start Date Before End Date
  • JTPPM-5976 Campaigns - New 'Task' Page Type
  • JTPPM-5988 Invoices - new integrations provoke collisions when importing invoices
  • JTPPM-5994 Upgrade to Java 17
  • JTPPM-5995 Inbox - Takes a long time to load on Consortia
  • JTPPM-6000 Upgrading Javascript libraries
  • JTPPM-6003 Create selenium test for invoices overview
  • JTPPM-6011 Create selenium test for partition wide content
  • JTPPM-6013 HOPA Contacts Upload - Won't upload
  • JTPPM-6018 Campaigns - Include video embeds
  • JTPPM-6038 Task Tracker Pages - Add Task Groups - Alphabetical order
  • JTPPM-6042 Studies - Cost Overview - Years from Invoices Showing for All Studies
  • JTPPM-6046 Inventory service - upgrade Java libraries
  • JTPPM-6047 Uses service - upgrade Java libraries
  • JTPPM-6061 Contacts upload - Edit prompt message
  • JTPPM-6065 Edit alert for deleting and archiving sections
  • JTPPM-6071 Adding a contact to a campaign without roles - edit alert message
  • JTPPM-6072 Campaigns - Cannot permanently delete a contact
  • JTPPM-6087 Link Entity to Constituent - Region / State field empty
  • JTPPM-6089 Edit Inventories Breadcrumb
  • JTPPM-6094 T&U Enquiry - Recipient removed when changing entity
  • JTPPM-6114 Integrations - Link Invoices Created for QuickBooks to Products/Services

Customer Issues and Requests

  • JTPPM-5462 Reach Registrations - Auto Populate Fields for REACH IT Submissions
  • JTPPM-5661 Versioning - Over 100% prompt
  • JTPPM-6027 Life Cycle Assessment - Allow figures with 4 decimal places
  • JTPPM-6030 Documents - Extend Creation Dates
  • JTPPM-6032 Life Cycle Analysis - Add kg CO2 e per gallon
  • JTPPM-5666 Campaigns - Archived Tasks - Don't appear in menu
  • JTPPM-5921 Campaigns - Change 'Back' Button Text in Sections w/ 'Separate Menu' Enabled
  • JTPPM-5933 Campaign Contacts - Campaigns - Incorrect Counts
  • JTPPM-5943 Campaigns - Saving survey template - pop up Error message
  • JTPPM-5946 Study management costs table - link causes user to get logged out
  • JTPPM-5958 Invoices - Archived Entities Don't Appear in Column
  • JTPPM-5967 Campaign Partition Pages - Counter doesn't match
  • JTPPM-5974 Feedback Button - Partition and User not Appearing
  • JTPPM-5979 Campaigns - Page counters incorrect
  • JTPPM-5980 IUCLID - AJAX errors - Comments
  • JTPPM-5989 Indexing issue in all instances
  • JTPPM-5991 Outgoing Email - Attributes Chevron Won't Open
  • JTPPM-5992 Campaigns - Edit tab page is opening very slowly in LOA
  • JTPPM-5993 Stacktrace When Saving Empty IUCLID Review Task
  • JTPPM-5998 Yellow banner error when uploading a new version of an IUCLID file
  • JTPPM-6001 IUCLID Extract - After extracting once, no substances dropdown
  • JTPPM-6002 Campaigns Breadcrumb - Not always including section
  • JTPPM-6007 Campaigns Studies Page - Eye logs out
  • JTPPM-6008 IUCLID Extract - Can't be used by users/administrators
  • JTPPM-6009 IUCLID Extract - Some fields not exporting
  • JTPPM-6012 Document showing up twice in task tracker list
  • JTPPM-6022 Uses - Name and Descriptions Removed
  • JTPPM-6033 Surveys: Preview Page Fails to Load
  • JTPPM-6034 Product - Edit doesn't appear for version sandbox
  • JTPPM-6035 Email Contacts - Not Loading
  • JTPPM-6037 Emails - Some appearing in inbox twice
  • JTPPM-6039 Campaigns - List Sections When Creating a New Page
  • JTPPM-6040 Documents - Contracts - Hide Cost Field When Not Relevant
  • JTPPM-6041 Email Inbox - Emails with "Rich text" header not appearing
  • JTPPM-6048 Campaigns Emails - Adding contacts when clearing search
  • JTPPM-6053 Regulatory - K-REACH - Chevrons Not Expanding
  • JTPPM-6058 Error switching partitions after saving entity that already exists
  • JTPPM-6059 Campaigns - Error when clicking partition section
  • JTPPM-6060 Campaign duplicator - 'Separate Menu' checkbox gets cleared
  • JTPPM-6062 Contact export showing incorrect email address
  • JTPPM-6063 Entity > Constituents of Interest - Error Selecting 'Cost Not Shared'
  • JTPPM-6064 Document managenment - trying to create a document from a constituent tab loses the document links after autopopulation
  • JTPPM-6066 Unable to delete section from partition wide content
  • JTPPM-6067 Studies - Error uploading contract to folder
  • JTPPM-6068 Studies - Published costs - total cost not correct
  • JTPPM-6074 Campaign Duplicator - Duplicate survey templates and viewing roles
  • JTPPM-6075 User Screen - Cannot add a user to a campaign
  • JTPPM-6078 Adding a user to campaigns by the excel import is not working
  • JTPPM-6079 Error downloading LoA document - HTTP error 400
  • JTPPM-6080 Read only user is able to use the IUCLID Extraction
  • JTPPM-6081 Custom User Role - Able to view constituent record
  • JTPPM-6084 DRC Wizard - Shows archived product in list
  • JTPPM-6085 DRC - Error generating DRC when there is no business unit
  • JTPPM-6088 DRC Help Link is Incorrect
  • JTPPM-6092 T&U Enquiry - Error Page - Can send email without recipients selected
  • JTPPM-6093 Read only user - Able to add/remove constituents to lists
  • JTPPM-6097 Partition Wide Content - Pages Table not showing Entity / Entity Group
  • JTPPM-6100 Regulatory>K-REACH>Communications with Authority stuck on loading wheel
  • JTPPM-6104 Campaigns - Terms & Conditions - Unable to Edit
  • JTPPM-6107 Campaigns - New Issues and Statement Page - Preview Error

Earlier Release Notes

To view release notes prior to 2024, click here.