List of the Release Notes (2025)
Signify continually develops new functionality and resolves issues, so our system is continually improving. We also develop exciting new modules in line with how the use of Human Resource Information Systems is changing. A list of the Release Notes for the different versions is shown below.

Version 9.1.202.1 (Support Release - 18 December 2025)
People Management 
 Optimise user org path queries and improve appointment selection when calculating people group users (#142962 & #142233) 
 Problem 
 
 A user with an active and future-dated appointment has an incorrect future status in the calculated people group, and the user is excluded from the TA where it is used. 
 
   
 Solution 
 
 Refactored user org path queries to use temp tables and bulk copy for efficiency, and improved appointment selection logic to better prioritise current appointments. Updated related PeopleGroups queries and gRPC service to handle distinct user IDs and avoid unnecessary queries. 
 
   
 
 Imports 
 Improve the schedules tools page + fix to schedules where the start time moves to tomorrow if the start time has already passed on the current day (#136927) 
 Problem 
 
 Unable to control how many times the payroll connector should run per day on a specific ruleset. 
 Unable to change the schedule of the V8 bulk sync 
 Unable to disable the V8 bulk sync 
 
   
 Solution 
 
 On ruleset management| Integrations | General add simple scheduling  
 Make the occurrence always in hour intervals, and set the starting time in increments of 5 minutes. Add an optional ending to the field 
 Add a flag to disable the schedule. When disabled, that type of import will not run on the ruleset 
 Allow multiple occurrences to be configured for each schedule item, e.g 
 
 Occurs every hour between 6h00 and 10h00 
 Occurs every 6 hours between 11h00 and 24h00 
 
 
 Add two separate schedules under Integration | General  :  
 Run Payroll connector 
 Run Bulk Additional Service Imports 
 Add schedules next to each of the bulk pulls 
 Ensure the schedules are disabled when the Tenant subscription expires, or the ruleset is disabled 
 
   
 Multiple import instances created (#142329) 
 Problem 
 
 10 instances of the payroll import were started at the same time as the scheduled time, but before the payroll pull was completed, 10 instances of the user detail import were started. Neither completed. Please investigate why 10 instances were created 
 
   
 Solution 
 
 Add ruleset ID to payroll additional service imports 
 
   
 
 Notifications 
 Cannot send a list of CC or BCC recipients via the external email API (#142336) 
 Problem 
 
 When more than one CC or BCC email address has been configured on V8, V9 do not send any emails 
 
   
 Solution 
 
 Correct the concatenation of the list of emails to allow the SMTP service to process them 
 
   
 
  

Version 9.1.202 (15 December 2025)
Performance Management 
 Add missing template migration file (#138767) 
 Problem 
 
 Migration file not generated for template changes 
 
   
 Solution 
 
 Add missing translation file 
 
   
 
 Ruleset Management 
 Resolve position of dropdown menu (#137794) 
 Problem 
 
 Communication portal new menu is bit high in which the first item can not be seen  
 
   
 Solution 
 
 Add a change to shift the menu a bit down in the case where it is rendered in the footer 
 
   
 Improve URL input sanitisation and validation (#124124) 
 Solution 
 
 Replaced SingleOrDefault with FirstOrDefault in Ruleset.cs for registration field lookup. 
 Removed [Url] attribute from RulesetSystemAccessViewModel properties. 
 Updated _RulesetSystemAccess.cshtml to use for URL fields and adjusted min value for DaysActiveForRegisteredUsers. 
 Set default sanitizedValue to string.Empty in ValidationActionFilterAttribute. 
 Minor formatting fix in ValidationService.cs. 
 
   
 
 Data Warehouse 
 Added new Registration fields within jpJobProfiles, jpOrganisationalNodes and accRulesets (#138087) 
 Problem 
 
 New Registration fields need to be added to the DWH 
 
   
 Solution 
 
 Added new fields AvailableForRegistration, DisclaimerAcceptanceMessage, DisclaimerMessage, ShowNotificationAtLogin and ShowNotificationAtRegistration within jpJobProfiles 
 Added new fields AvailableForRegistration within jpOrganisationalNodes 
 Added new fields DaysActiveForRegisteredUsers and EnableRegistrationApproval within accRulesets 
 
   
 
  

Version 9.1.201 (15 December 2025)
Job Management 
 Add UserId to JobInherentConstraint entity (#142647) 
 Problem 
 
 Unable to set the status of a competency job's inherent requirement if another user already has the requirement on the same job profile  
 
 
 Solution 
 
 Updated the uniqueness constraints for the `JobCompetencyInherentRequirements` table to include the `UserId` field. 
 This change ensures that records are uniquely identified by a combination of `RulesetId`, `UserId`, `InherentRequirementsId`, and `JobProfileId`, rather than just by `RulesetId`, `InherentRequirementsId`, and `JobProfileId`. 
 This will help prevent duplicate entries for different users and improve data integrity in scenarios where multiple users interact with the same job competency requirements.  
 
 
 Changed check to hide job profiler tabs to rather a ruleset id deny list (#142649) 
 Problem 
 
 Need to change check to hide job profiler tabs based on a ruleset id deny list instead of just an on and off toggle. 
 
 
 Solution 
 
 Changed check to hide job profiler tabs to rather a ruleset id deny list.  
 
 
 Resolve Collapse that did not work (#140555) 
 Problem 
 
 When selecting an org node, and expanding the tree view, the collapse button did not do anything as no handler or event was attached. 
 
 
 Solution 
 
 Create an event to collapse the tree nodes 
 
 
 Fix label not floating when adding reporting line (#141695) 
 Problem 
 
 Reporting line input labels were not floating when adding managers to them. The label and the input text then overlapped. 
 
 
 Solution 
 
 Changed the input from "disabled" to "read only", added inline CSS to prevent background from covering label when focusing. 
 Changing it to read only instead of disabled allows the user to focus the input, but still not manually type anything into it. 
 
 
 
 Resolved Image being added to Disclaimer and correction on placeholder event listener (#142369) 
 Problem 
 
 Event listener incorrect on placeholders being selected. When images needs to be uploaded it needs to be created with a link instead of base 64. 
 
 
 Solution 
 
 Added correct event listener, and implemented the image source file upload. 
 
 
 Learning Management 
 Make issue date editable on report cards (#142241) 
 Problem 
 
 Make the issue date editable on report cards.  
 
 
 Solution 
 
 Make the issue date editable on report cards. 
 
 
 Profile Preview for Learning Displays "No Line Manager" for Users with Parent/Guardian Assigned (#142707) 
 Problem 
 
 Profile Preview for Learning Displays "No Line Manager" for Users with Parent/Guardian Assigned. 
 
 
 Solution 
 
 Profile preview for a learner now displays Primary P/G if assigned otherwise falls back to Secondary P/G otherwise defaults to No P/G assigned. 
 
 
 Enhance the attendance register and rectify the attendance history (#142606) 
 Problem 
 
 The attendance register does not accurately reflect students who were added to the class later. 
 Attendance history for students added to the class group after the initial register is recorded under the incorrect heading.  
 
 
 Solution 
 
 An indicator text has been added beneath the student’s name, stating that attendance was not taken because the student was not part of the group at the time attendance was recorded. 
 A new ban icon has been introduced to indicate the dates and periods when the student has no recorded attendance. 
 
 
 Fixed Attendance Register Duplicate Record created for Learner (#142676) 
 Problem 
 
 Duplicate attendances are appearing for a learner for each absentee record. 
 
 
 Solution 
 
 Prevented duplicate attendances from appearing for a learner for each absentee record. 
 
 
 Add an absentee index and a foreign key to resolve the migration issues (#133721) 
 Problem 
 
 Migrations are not working due to a missing migration. 
 
 
 Solution 
 
 Created a new migration to add an index on the UserId column in the Absentees table. 
 
 
 Added viewing of absenteeism of learner and document's uploaded (#138890) 
 Problem 
 
 Need to add retrieval of absentee's details and listing of file names. 
 
 
 Solution 
 
 Added retrieval of absentee's details and listing of file names. 
 
 
 Added loading indicator when people management setup form is saved and centred profile summary view buttons (#142332) 
 Problem 
 
 Need to add loading indicator when people management setup form is saved and centred profile summary view buttons. 
 
 
 Solution 
 
 Added loading indicator when people management setup form is saved and centred profile summary view buttons. 
 
 
 Resolved marksheet modal flickering  (#142327) 
 Problem 
 
 When users rapidly opened or closed modals, or clicked on multiple cells in quick succession, multiple setTimeout(..., 0) calls would be queued up. These delayed actions, or "stale timeouts," would sometimes execute after the user had already moved on to another interaction. As a result, the modal would unexpectedly reopen, causing a flicker effect as it kept opening and closing rapidly. 
 
 
 Solution 
 
 Clear any previous timeouts before setting new ones. By doing this, any old, irrelevant timeouts that could trigger the modal to reopen are removed, ensuring only the most recent action is executed. This stops the unwanted flickering and improves the user experience. 
 
 
 Resolved flickering of comment modal (#142327) 
 Problem 
 
 When the cell is clicked, the cellEdit args are focused even if a modal opens to set the comment, this causes cases where the focus on the modal as well as the cell tries to be applied which causes the flicker effect, 'switching between the 2 components'. 
 
 
 Solution 
 
 Add change to cancel the args cell edit, this just removed the focus and edit functionality as a comment can not be edited only selected to be populated within the cell. Also addition implemented to take the cell text as a request. 
 
 
 
 Ruleset Management 
 Prevent the search bar from refreshing the page (#141955) 
 Problem 
 
 The global search bar on the Ruleset Setup refreshes the page, which clears some of the text typed into the search bar. 
 
 
 Solution 
 
 Increased the debounce time to the standard 700ms to ensure user has ample time to type before the submit, which refreshes the page. 
 
 
 Resolved custom widgets not being able to upload content (#142524) 
 Problem 
 
 When uploading any content to the tinyMCE it converts to a base64 image, which exceeds content length when saved. 
 
 
 Solution 
 
 Implemented change as other content to upload the file to the ruleset folder with a blob id link for reference. 
 
 
 People Groups 
 Fix bug where people group users were not refreshed when people group id list empty (#139340) 
 Problem 
 
 Refreshing materialised people group users were refreshed from cached people groups only, resulting in the materialised people group users not being refreshed when not yet cached or cache busted. 
 
 
 Solution 
 
 Add a new flag, refresh All, which is used when all people groups are refreshed. If true and people group ids empty, it refreshed for people groups which are currently materialised.  
 
 
 
 Performance Management 
 Show the file name and size when you edit the document (#139615) 
 Problem 
 
 Clear modal not clearing the changed input fields. 
 
 Solution 
 
 Correct the clearing of input values, Add change to view the file name and size once the edit document is clicked. 
 
 
 Resolved edit upload file (#142687) 
 Problem 
 
 Currently any file can be edited regardless of the level item. 
 
 
 Solution 
 
 Add change to only allow to edit a file when on level 3, contract or action plan item. 
 
 
 Rename Objective Settings word to only Objectives on PM Templates (#138767) 
 Problem 
 
 In PM templates a word reads as Objective settings, as request to change to Objectives 
 
 
 Solution 
 
 Rename the templates to Objectives 
 
 
 Resolved dropdown enabled when review setup not selected (#141788) 
 Problem 
 
 Change was made to add disabled and loading indicators to dropdown values, but when nothing has loaded nor selected review period selection is enabled even if review setup has not been selected 
 
 
 Solution 
 
 Add change check to see if review setup has been selected 
 
 
 Ensure selected review setup tab is maintained when navigating back to dashboard from contract (#140525) 
 Problem 
 
 When user is on a specific Review Setup tab or on a specific additional contract tab, when navigating to the contact and back to the dashboard the previous selection was lost and it did not set the correct tab as selected nor load the correct review year setup details. 
 
 
 Solution 
 
 Changed the tab type / identifier to be combination of the ReviewSetupId and User ContractId if applicable. When clicked store that to session. On load of dashboard read selected tab / review setup based on session value. On fresh visit reviewYearId is null then remove session value to reset to first year first tab. On year change reset session to revert to first tab, 
 
 
 Implemented loading indicators on moderation search (#141788) 
 Problem 
 
 When dropdown items are selected the next list is loaded based on selection, when a user navigates and selects quickly the list could seem empty. 
 
 
 Solution 
 
 Add change to disable dropdown with a loading indicator while results are being loaded. 
 
 
 Implemented moderation view/print per contract period (#141696) 
 Problem 
 
 Cannot view only one contract period on the view/print of moderation. 
 
 
 Solution 
 
 New change to allow from moderation to view/print a contract period and not all periods of the contract. 
 
 
 Resolved search for target audience (#136427) 
 Problem 
 
 When searching within the header global search, the page is resubmitted.  
 
 
 Solution 
 
 Correct to prevent original submit and let the table make use of global search and change to ajax server. 
 
 
 Resolved Documents not being able to navigate nor update visuals (#139615) 
 Problem 
 
 With the additional contract changes when navigating for documents the bool value is not included When Editing a file changes are made on the add modal which does not update visually on modal any changes. 
 
 
 Solution 
 
 Correct the navigation urls to include the primary contract variable Correct the ids as there can not be a duplicate id value on the page. 
 
 
 Enhance sorting of review setups link slider (#141701) 
 Problem 
 
 Database ordering is used.  
 
 
 Solution 
 
 Add enhancement to sort the review setup link items alphabetically. 
 
 
 
 People Management 
 Fix incorrect URL used within the user registration email when approval process is active (#142659) 
 Problem 
 
 When registering a user while logged in on another service (i.e., the request does not originate from the Identity service), the URL in the registration confirmation email is resolved incorrectly. Specifically, it omits the /auth segment. This issue only occurs when the registration approval workflow is enabled. If the user self-registers directly (approval off), the URL is generated correctly. 
 
 
 Solution 
 
 Simplify the URL generation by using the configured Issuer value, which already includes the /auth segment, instead of relying on HttpContext and LinkGenerator. This ensures that the confirmation link is correct regardless of which service initiates the registration request. 
 
 
 User registration fixes (#142639, 142601, 142600, 142659) 
 Problem (142600,142659)  
 
 Registration Request Short URL goes to error page | Verify email address email contains a broken link. 
 
 
 Solution 
 
 Fix the url contained within the emails 
 
 
 Problem (142601) 
 
 Declined requests do not show the reason for decline status. 
 
 
 Solution 
 
 Always display the latest registration outcome, even if there were no prior requests 142639 Center align the status column on the history tab, 
 
 
 Adjust table column styles for better readability in the absentee list (#142678) 
 Problem 
 
 The lack of word-wrapping causes the URL to push the content outside the modal, making it unreadable. 
 
 
 Solution 
 
 Enable word-wrapping on the front end and ensure that the Start Date and End Date do not wrap. 
 
 
 
 Hide initials when profile image is uploaded (#141440) 
 Problem 
 
 When uploading an profile image when no image is set, the user initials overlaps the profile image. 
 
 
 Solution 
 
 Added logic to hide the user initials and show the profile image preview when a new profile image is uploaded. 
 Also assigned an ID to the initials span for easier DOM manipulation. 
 
 
 Resolved duplicate managers being returned (#142577) 
 Problem 
 
 An event handler is attached on each load which causes duplication records to be added. 
 
 
 Solution 
 
 Add of handler to first remove before adding new. 
 
 
 
 Displayed selected banners first in main dashboard banner list  (#139225) 
 Problem 
 
 It is sometimes hard for a user to see what banners they selected if the list is very long. 
 
 
 Solution 
 
 Updated the ManageBannerModal component to sort the images array so that selected images appear first in the list. This improves the user experience by making selected banners more visible. Only two lines really differ. The rest is the TSX linter fixing indentation. 
 
 
 Kudos list on Firefox cut off by scrollbar (#139915) 
 Problem 
 
 Kudos list on KudosModal on Firefox cut off by scrollbar. 
 
 
 Solution 
 
 Added padding to the bottom of the Kudos list.  
 
 
 Copy user profile image and avatar to new ruleset when user is transferred (#142521) 
 Problem 
 
 When user is transferred to new ruleset the users' profile image and avatar is not displayed. 
 
 
 Solution 
 
 Copy user profile image and avatar to new ruleset when user is transferred. 
 
 
 Add capturing of learner's absenteeism (#138889) 
 Problem 
 
 As a Parent/Guardian, I want to capture my Learner’s Absenteeism for the Teachers. Change 'Send Absent Notifications' to 'Send Absence Notifications' Change 'Log absence record' to 'Log absence record' Make the 'The system will notify the teacher' text small on the log absent modal. Remove capitals on the log absent modal. Hide learner records button. On the absent modal: add a counter to count the days between the from and to dates. Show snack message longer for overlapping date period. 
 
 
 Solution 
 
 Add capturing of learner's absenteeism. Changed 'Send Absent Notifications' to 'Send Absence Notifications' Changed 'Log absence record' to 'Log absence record' Made the 'The system will notify the teacher' text small on the log absent modal. Removed capitals on the log absent modal. Hide learner records button. On the absent modal: add a counter to count the days between the from and to dates. Show snack message longer for overlapping date period. 
 
 
 Improve appointment selection logic in user queries (#142233) 
 Problem 
 
 Future data appointments ignore the current appointment where retrieving the users latest appointment. 
 
 
 Solution 
 
 Refactored SQL queries to consistently select the most relevant appointment per user, preferring current appointments over future or past ones using ROW_NUMBER and date logic. Updated CTEs and join conditions to use this logic throughout the file, ensuring accurate data retrieval for user-related queries. Increased command timeout for long-running queries. Areas affected Users on Department Tab Users on My Company Tab Users on My Team Tab Users on People Groups Tab PM Ratings Evaluation PM list internal Evaluators Terminate Person Modal Event Scheduling List subordinates for booking Event Schedule Attendee View Event Schedule Attendees Individuals Event Scheduling GetDocuments Open event Schedule Calculate People group users. 
 
 
 Improve performance on simplified user export (#16727) 
 Problem 
 
 DB user query for export of 17k users runs for 2 mins. 
 
 
 Solution 
 
 Improve performance on DB query by evaluating disability once and not per row 
 
 
 Resolved focus resetting to input (#141914) 
 Problem 
 
 When a toggle is changes for a role either edit or view, this triggers a react save edit and on each interaction it resets the focus to the modal input because of useEffect. 
 
 
 Solution 
 
 Remove the on load to reset focus each time as the initial focus is set but for concurrent changes the view will stay on the toggle being changed. 
 
 
 Disable transfer to ruleset button when the user is already terminated (#142423) 
 Problem 
 
 Transfer button still active for user that is transferred and terminated on current ruleset. 
 
 
 Solution 
 
 Disable transfer to ruleset button when the user is already terminated. 
 
 
 
 
 Imports 
 Fix import schedules not executing consistently (#141825) 
 Problem 
 
 Schedules did not always execute consistently, especially for bigger intervals - larger than 4 hours. 
 
 
 Solution 
 
 Rather build a cron schedule from the schedule. + Add a section on the tools page which retrieves the cron schedules for the ruleset, so that we can verify if the jobs and triggers created correctly. 
 
 
 Fixes on dynamic import schedules (#136927) 
 Problem 
 
 Incorrect label when no schedules exist. 
 
 
 Solution 
 
 Fix label for no schedules. 
 
 
 
 Data Warehouse 
 Added new tables accUserRegistrationRequests and accUserRegistrationFields within PeopleManagement_ETL (#138087) 
 Problem 
 
 New Datasource accUserRegistrationRequests and accUserRegistrationFields needs to be added to the Datawarehouse 
 
 
 Solution 
 
 Added new table UserRegistrationRequests within PeopleManagement_ETL - Added new table UserRegistrationFields within PeopleManagement_ETL 
 
 
 
 Implemented Performance Improvements within DataDictionary_ETL (#140865) 
 Problem 
 
 Performance Improvements are required within SSIS Package LearningManagement_ETL due to the growth of system data and DWH Package. 
 
 
 Solution 
 
 Removed the DELETE and Truncate Steps and replaced it with Update and Inserts for the below Data Sources: - ddDataSourceSetups - ddDataSourceCategories - ddDataSources - ddDataSourceFields 
 
 
 Implemented Performance Improvements within TenantManagement_ETL (#140865) 
 Problem 
 
 Performance Improvements are required within SSIS Package TenantManagement_ETL due to the growth of system data and DWH Package. 
 
 
 Solution 
 
 Removed the DELETE and Truncate Steps and replaced it with Update and Inserts for the below Data Sources: - accTenants - accRulesets. 
 
 
 
 Implemented Performance Improvements within LearningManagement_ETL (#140865) 
 Problem 
 
 Performance Improvements are required within SSIS Package LearningManagement_ETL due to the growth of system data and DWH Package 
 
 
 Solution 
 
 Removed the DELETE and Truncate Steps and replaced it with Update and Inserts for the below Data Sources: - lmEmployeeTrainingRequirementsMatrix - lmEventSchedules - lmEventScheduleAttendees - lmEventScheduleSessions - lmEventSchedulingCosts - lmEventScheduleAttendeeCosts 
 
 
 Disabled "Execute LearningManagementReport_ETL" within ExecuteSequence.dtsx (#140865) 
  Problem 
 
 Package "LearningManagementReport_ETL" is being triggered within ExecuteSequence which is not needed since this package is run with it's own SQL Job. 
 
 
 Solution 
 
 Disabled "Execute LearningManagementReport_ETL" within ExecuteSequence.dtsx 
 
 
 Implemented Performance Improvements within JobProfiler_ETL (#140865) 
 Problem 
 
 Performance Improvements are required within SSIS Package JobProfiler_ETL due to the growth of system data and DWH Package  
 
 
 Solution 
 
 Removed the DELETE and Truncate Steps and replaced it with Update and Inserts for the below Data Sources: - jpAppointments - jpEmploymentHistories - jpJobCompetencies - jpJobProfiles - jpOrganisationalNodes - jpPositionCompetencies - jpReportingLines - jpJobPositions - jpHRProcesses - jpCompetencyLibrary - jpUserCompetencies - jpHRProcessRequestData - jpCompetencyProficiencyLevelMappings - jpSecondaryAppointments - jpHRProcessRequestPivotData - jpUserPermissions - jpJobInherentRequirements - jpJobCompetencyInherentRequirements - jpJobCompetencyInherentRequirementsEvidences 2. Implemented performance improvements within jpReportingLines 
 
 
 Updated C_03549_9999_monGenerateDWHDataIntegrityReport (#125159) 
 Problem 
 
 It returned results for missing data for pdmReviewYears and pdmReviewYearPeopleGroupsSetup which should not be the case. 
 
 
 Solution 
 
 Updated script C_03549_99999_monGenerateDWHDataIntegrityReport.sql to not check for "Pilot" ReviewYears data. 
 
 
 Added new Multiple Contract fields within pdmContracts (#142151) 
 Problem 
 
 New Mulitple Contract fields are required within pdmContracts. 
 
 
 Solution 
 
 Added new fields AdditionalContractReason, ManagerUsername, ManagerName, ManagerSurname and PrimaryContract within pdmContracts. 
 
 
 Adjustments made within LearningManagementReport_ETL (#142377) 
 Problem 
 
 Adjustments are required within LearningManagementReport_ETL.dtsx.  
 
 
 Solution 
 
 Added more subjects names to check for Promotion Status calculation within TermMarks. 
 Added extra manual updates within "Manually Update Student Records within Staging Table for WFA". 
 Added NullIF within Insert StudentSubject_Staging_V9 to avoid any divide by zero error. 
 Updated Manual update steps for WFA 2025 accordingly. 
 
 
 
 Content Management 
 Implemented correction on signing of document update (# 135989) 
 Problem 
 
 When the user returns to the Document list tab, the Archive Icon and Action Required are not immediately updated. Only after the page is refreshed, are these updated. 
 
 
 Solution 
 
 Add change to return data back to the notification through message so that page can update the row without page reload/refresh. 
 
 
 Selected banner/avatar was creating duplicate in selection list (#141439) 
 Problem 
 
 When selecting and saving a banner/avatar, a duplicate of the image is placed into the list of banners/avatars to select from. 
 
 
 Solution 
 
 Removed the logic that saved the current banner/avatar into the element that is meant for newly uploaded banners/avatars. 
 
 
 
 Notifications 
 Resolved new chat button position being calculated  (# 137794)  
 Problem 
 
 When there is no discussions the modal footer becomes the body, and stays the footer should there be discussions, because of this the new button container is being positioned incorrectly and needs to be adjusted. 
 
 
 Solution 
 
 Add change to render within the correct container and position to be adjustable on different screen sizes. 
 
 
 Resolved Template propagation (#138284) 
 Problem 
 
 When a template gets propagated the first time the propagation field is set to false. 
 
 
 Solution 
 
 Correct the initial constructor to allow for the propagation field to create with. 
 
 
 
 
 Translations 
 Resolved translation focus after search (#139399) 
 Problem 
 
 When typing in global search, once the debounce timeout occurs it refreshes the content based on search results, once reloaded it focus the first input which causes where a users is busy typing but next part they are typing in the input. 
 
 
 Solution 
 
 Added correction to the global search script to not focus to first input should the input have a containing value. 
 
 
 Identity and Authorisation 
 Resolved placeholder values not being replaced on inserted values (#142643) 
 Problem 
 
 When the job profile disclaimer loads it needs to replace the inserted values. 
 
 
 Solution 
 
 Add change to replace based on input. 
 
 
 User registration corrected styling and dark text (#142670) 
 Problem 
 
 Custom label and select 2 which does not default to bootstrap 5 styling on select 2, and dark text colour missing 
 
 
 Solution 
 
 Correct the styling for select 2 component, and then add missing dark themes. 
 
 
 Resolved logic factor for either Id Number of Passport as username (#142499) 
 Problem 
 
 Logic factor needed on required field as well as it needs a specific setting case. 
 
 
 Solution 
 
 Correct the logic split out to be used in both cases. 
 
 
 Implemented ID Number or Passport as username when set as username (#142499) 
 Problem 
 
 Spec business case not implemented. 
 
 
 Solution 
 
 Add change where when an id number is set to be used as a username and passport is set as visible, do a check to use passport as username and overwrite/bypass the id number validation. 
 
 
 Resolved user registration error  (#142118) 
 Problem 
 
 After a user is registered, and redirected to the login screen a check is done to see if there is any disclaimers, now within the job profile check, it needs to see if there is a disclaimer for the appointment, but at that time the user has not been created yet which throws an error instead of returning null as the code applies. 
 
 
 Solution 
 
 Corrected default null check 
 
 
 Missing helper text (#142324) 
 Problem 
 
 Missing helper text for location in org. 
 
 
 Solution 
 
 Implemented helper text.  
 
 
 Resolved JobProfiler selection disable submit when no disclaimer is loaded (#142493) 
 Problem 
 
 The check exists before the new job profile disclaimer is loaded, so once there is no disclaimer the submit is still disabled. 
 
 
 Solution 
 
 Corrected method to only get called afterwards, and corrected to call valid email method 
 
 
 Resolved theme settings for dark not being taken into account (#139455) 
 Problem 
 
 Theme settings are being retrieved based on rulesetId on reset password, which does not take into effect the theme setup. 
 
 
 Solution 
 
 Correct call to change and make use of rulesetcode and themekey. 
 
 
 
 Event Scheduling 
 Clear local people groups when changing who can book type to everyone (#142055) 
 Problem 
 
 Who Can Book" page does not clear content when moving between show on Calendar Options. 
 
 
 Solution 
 
 Clear local people groups when changing who can book type to everyone. 
 
 
 Bug fixes and quality of life improvements (#141360) 
 Problem 
 
 Admin was able to add more than the max allowed attendees on the Attendees page. 
 
 
 Solution 
 
 Add domain error which displays when an admin tries to add more attendees than what is allowed. 
 Display the max number on the attendee's tab when adding attendees. 
 Updated the axios error interceptor to display error messages if available and fallback to TRANSLATED global error message. 
 
 
 Bug fixes and quality of life improvements (#142042) 
 Problem 
 
 Load more displayed on the attendees page even if there are not more items available to load. 
 
 
 Solution 
 
 Ensure that the load more button only displays when more data is available. 
 
 
 Bug fixes and quality of life improvements (#142050) 
 Problem 
 
 Do not show the Change Confirmation Modal if no changes were made on the page. 
 
 
 Solution 
 
 Ensure that the Change Confirmation Modal only displays if there were changes made. 
 
 
 
 Bug fixes and quality of life improvements (#142052) 
 Problem 
 
 The loading Indicator does not appear. 
 
 
 Solution 
 
 Implement Loading indicator to pages when Data is not yet loaded. 
 
 
 Bug fixes and quality of life improvements (#142054) 
 Problem 
 
 The system displays the Search Field end-to-end.  
 
 
 Solution 
 
 Reduce the search field length on the Pop-up modal. 
 
 
 Bug fixes and quality of life improvements (#142063) 
 Problem 
 
 The system displays an oval image on the Change Confirmation Modal. 
 
 
 Solution 
 
 Ensure that the avatar does not warp but is perfectly round. 
 
 
 Bug fixes and quality of life improvements (#142092) 
 Problem 
 
 "Copy Event" creates a Duplicate event without saving any changes. 
 
 
 Solution 
 
 Add a confirmation modal before copying the event. 
 
 
 Bug fixes and quality of life improvements (#142093) 
 Problem 
 
 Sessions date from a copied event issue reset after changing. 
 
 
 Solution 
 
 Do not sort the session dates as this resulted in the items "jumping" after editing the date. 
 
 
 Bug fixes and quality of life improvements (#142094) 
 Problem 
 
 Copied Event always shows as "Full" on the Calendar. 
 
 
 Solution 
 
 When copying an event, do not copy the attendees too. 
 
 
 Bug fixes and quality of life improvements (#142095) 
 Problem 
 
 "Save & Set all unmarked Attended" does not work as expected. 
 
 
 Solution 
 
 Ensure that "Save & Set all unmarked Attended" actually marks unmarked records as attended.  
 
 
 
 
 
 Exports 
 Resolved export link not working (#139625) 
 Problem 
 
 PathBase appsetting invalid and does not exist,  
 
 
 Solution 
 
 Make correction to use new service to calculate the mvc base path with extension for export. 
 
 
 
 
 System Access 
 Resolved unfound package and scripts not being used (#142540) 
 Problem 
 
 Package was added for the feedback but later another package was used, while previous package was not removed Package reference for query which is not available and already references the min.js file. 
 
 
 Solution 
 
 Remove the package and references. 
 
 
 
 People 
 Registration emails not being received by Administrator (#142533) 
 Problem 
 
 After registering a new user as a People Management Administrator with the Manage Registration Access Request permission active, as well as having Enable registration approval toggled on, the admin user does not receive an email with the Registration Requests after registrations or even after waiting for the 2-hour schedule as it is set up 
 
   
 Solution 
 
 Remove required email check in user registration emails + exclude UserRegistration permission by default for all admin users 

Version 9.1.200 (15 December 2025)
Identity and Authorisation 
 Styling for registration text area (#142116) 
 Problem 
 
 Within identity, the text area does not have a border, as other inputs are generated 
 
   
 Solution 
 
 Add a change to add the border 
 
   
 Dark heading text is not being used in Password reset (#139455) 
 Problem 
 
 When using dark heading text, the theme in identity is being retrieved on reset password with the default theme, which results in the incorrect theme being retrieved for settings  
 
   
 Solution 
 
 Add a check to include the default theme to retrieve the correct theme 
 
   
 Resolved user not being deleted in identity (#139779) 
 Problem 
 
 When a user is hard deleted within the account, a request is sent to other services, and inside the identity user is not deleted  
 
   
 Solution 
 
 Correct the SQL query to delete the correct user 
 
   
 
 Performance Management 
 Employee Progress Dashboard not showing (#142417) 
 Problem 
 
 In PM, the employee progress dashboard was not showing.  
 
   
 Solution 
 
 Pass the correct variable to the EmployeeDashboardProgress element.  
 
   
 Reporting Lines not updated (#141221) 
 Problem 
 
 When a user's performance manager reporting line is removed, the contract can still be seen under the manager's subordinate view  
 
   
 Solution 
 
 Correct the event to also send an update once a reporting line is deleted 
 
   
 Visually impaired improvements (#138423) 
 Problem 
 
 Performance Management was not visually impaired-friendly.  
 
   
 Solution 
 
 Added keyboard navigation and improved the text that a screen reader will read 
 
   
 Fix misaligned dashboard gauges (#141023) 
 Problem 
 
 At times, the dashboard gauges in the overall summary section get misaligned. 
 
   
 Solution 
 
 Removed the Eye icon from the check-ins and survey dials and aligned with the agreement standard, which shows the tooltip to "click to view". 
 Removing that solved a lot of the misalignment issues. Additional styling changes to get dials aligned as close as possible. 
 
   
 Disable the Send / Approve button after click and resolve the issue where the QA score is also captured incorrectly on the Moderator save (#141061) 
 Problem 
 
 When clicking the confirmation button on the moderation modal on slow connections user could potentially click the button again, causing duplicate moderation submissions. 
 QA score is incorrectly captured when the moderator does a direct send to qa, causing the QA score to be shown prematurely 
 The overall final score is the same as the moderated score after the moderation is approved  
 
   
 Solution 
 
 Disable the confirmation button after clicked. 
 Don't save the QA score if only the moderator is sending it to QA.  
 Fix the moderated score showing as final after moderation approval 
 
   
 Disable the Create Additional Agreement button after clicking and add a loading indicator (#140958) 
 Problem 
 
 On a slow connection, after clicking on create additional agreement it can take a couple of seconds to close the modal, presenting the opportunity for the user to click create again and add multiple additional agreements.  
 
   
 Solution 
 
 Disable the create button on click and add a loading indicator to the Ajax post. 
 
   
 Fix issue where Review Setup selection is not shown, and it defaults to the first assigned setup (#140461) 
 Problem 
 
 When a user is assigned to more than 1 review setup and has not yet had a contract, it must display the option to pick the review setup on which to create the contract. It does not do this and, by default, selects the first review setup available.  
 
   
 Solution 
 
 Ensure that when the chosen review setup to use a contract does not exist that it does not set the selected review setup and allows the user to pick the initial review setup. 
 Also made a change to only fetch the additional agreement modal data when the modal is opened. 
 
   
 
 People Management 
 Location Name in API (#142336) 
 Problem 
 
 The incorrect value is used to populate the location name 
 
   
 Solution 
 
 Corrected the value 
 
   
 Unnecessary permissions on the list of rulesets (#141953) 
 Problem 
 
 Some users who have the role permission to transfer users to a ruleset get an error when opening the transfer modal.  
 
   
 Solution 
 
 Remove unnecessary permissions on list rulesets for the tenant call.  
 
   
 Copy Reporting Lines tooltip is missing, and the copy button is missing on the summary page (#142243 and #142313) 
 Problem 
 
 Copy Reporting Lines tooltip displays incorrectly, and the copy button is missing on the summary page  
 
   
 Solution 
 
 Fixed Copy Reporting Lines tooltip displays incorrectly, and the copy button is missing on the summary page 
 
   
 Add domain error for existing user on other ruleset, apply styling fix for Firefox on date validator text, add excludeInactiveOrgnodes param to exclude inactive org nodes from ListOrgNodesExtended (#142177, #142156, #142150 and #141944) 
 Problem 
 
 Validator message styling for date pickers is not consistent between Chrome and Firefox. 
 Able to select unpublished org nodes to transfer to Long .net error when trying to transfer person Select2 has a clear button whose styling is incorrect  
 
   
 Solution 
 
 Add a domain error for the existing user on the other ruleset.  
 Apply styling fix for Firefox on the date validator text.  
 Add the excludeInactiveOrgnodes param to exclude inactive org nodes from ListOrgNodesExtended.  
 Remove the clear button for the select2 position dropdown. Not needed as only one should be selected. 
 
   
 Add Reporting lines to the appointment screen and the ability to copy and paste reporting lines (#133372) 
 Problem 
 
 Need to add the ability to add Reporting lines to the appointment screen, and then, in general, the ability to copy and paste reporting lines.  
 
   
 Solution 
 
 Added the ability to add Reporting lines to the appointment screen, and then, in general, the ability to copy and paste reporting lines. 
 
   
 Resolved load more, throwing an error (#141070) 
 Problem 
 
 When User Roles are being viewed, and load more is clicked, it throws an error as the load more URL does not pass the correct params through, as the initial load  
 
   
 Solution 
 
 Corrected parameters that needed to be passed through for loading more 
 
   
 Resolve validator styling on transfer ruleset modal, fix permissions checks (#141941) 
 Problem 
 
 Can open transfer modal on certain users, styling inconsistencies between validator labels. 
 
   
 Solution 
 
 Resolve validator styling on transfer ruleset modal, fix permissions checks 
 
   
 Add Settings to Control which People Management Tabs and Profile Preview Versions to Show (#139940) 
 Problem 
 
 Need to Add Settings to Control which People Management Tabs and Profile Preview Versions to Show  
 
   
 Solution 
 
 Add Settings to Control which People Management Tabs and Profile Preview Versions to Show 
 
   
 
 Job Management 
 Positions not loaded for Job Profile (#140550) 
 Problem 
 
 When a user selects filled positions from a job profile, a modal opens with an empty list of position table data  
 
   
 Solution 
 
 Call the needed endpoint to populate the datatable of positions 
 
   
 Resolved propagation script for master data on existing rulesets (#141811) 
 Problem 
 
 Master data not created for existing rulesets  
 
   
 Solution 
 
 Add a script to add the master data to all rulesets where the records do not exist yet 
 
   
 
 Data Warehouse 
 Adjustments within LearningManagementReport_ETL (#137804) 
 Problem 
 
 The promotion status did not calculate correctly due to subject names that have changed recently, which can make it inaccurate for TermResults 
 Some averages did not calculate correctly for TermResults 
 Rounding issue occurs for the score field within StudentSubjects when the score is updated with either the Moderated- or the Calculation Score  
 
   
 Solution 
 
 Resolved issues with Promotion Status calculation step for TermResults 
 Resolved the average calculation for TermResults 
 Resolved the Rounding issue for the score field within StudentSubjects by adding a round function  
 Added new field "FailedReason" within TermResults 
 
   
 Adjustments made within lmStudentSubjects (#137804) 
 Problem 
 
 Fields YearID, GradeID and CycleID are required within lmStudentSubjects 
 Adjustments are required within the lmStudentSubjects  
 There are cases where duplicates return within the lmTermResults  
 
   
 Solution 
 
 Added new fields YearID, GradeID and CycleID within lmStudentSubjects 
 Added a step to update Score field to the latest Mark Score if it is either Calculated or Moderated Mark  
 Resolved duplicate issue within lmTermResults 
 
   
 Added new datasource lmReportCards within LearningManagementReport_ETL (#137804) 
 Problem 
 
 A new datasource, lmReportCards, is required within the data warehouse 
 
   
 Solution 
 
 Added new datasource lmReportCards within LearningManagementReport_ETL 
 
   
 Implemented Performance Improvements within PeopleManagement_ETL (#140865) 
 Problem 
 
 Performance Improvements are required within the SSIS Package PeopleManagement_ETL due to the growth of system data and the DWH Package  
 
   
 Solution 
 
 Removed the DELETE and Truncate Steps and replaced them with Update and Inserts for the below Data Sources: - accUsers - accKudos - accDisciplinaryActions - accUserLogins - accUserAssets - accUserFiles 
 Set the User Age update step to only run/update at midnight 
 Set accUserLoginStats to only run at midnight 4. Updated FullRefresh to only refresh data that has been created or edited within the current year, instead of all the historic data 
 
   
 Resolved error on Update Step within LearningManagementReport_ETL.dtsx (#137804) 
 Problem 
 
 The package currently fails due to recent changes made within subject setups 
 
   
 Solution 
 
 Resolved error on Step "Update and Delete Records within Staging Table" within LearningManagementReport 
 
   
 
 Imports 
 Sync Empty V9 roles to V8 (#136370) 
 Problem 
 
 If all of a user's V9 roles are removed, the permission changes are not synced to V8 
 
   
 Solution 
 
 Remove all V8 roles which were mapped to V9 roles when all roles are removed from a V9 user 
 Add missing Dev configs 
 
   
 Resolved multiple file downloads (#138132) 
 Problem 
 
 When a user has multiple tabs open, and a request is sent to download the file, it is generated multiple times, as a SignalR message is sent to each tab.  
 
   
 Solution 
 
 Add a change to generate an ID value for that tab, which is used to validate on the incoming message before actioning 
 
   
 
 System Access 
 Resolved user registration field historical error (#134698) 
 Problem 
 
 A historical bug in the domain object that created duplicate fields per user registration was corrected, but the script was not included to fix the data  
 
   
 Solution 
 
 Add a script to remove duplicated fields and take the latest one, and update to user name fields as a default 
 
   
 
  

Version 9.1.199 (15 December 2025)
Ruleset Management 
 Set base URL when a schema is created during ruleset creation (#137697) 
 Problem 
 
 
 When a new ruleset is created, or a schema setup request is made, the module setting SETTING_EXTERNALSERVICES_SAAS_APPLICATION_URL is not updated. This caused the assignment document annotation to stop working. 
 
 
   
 Solution 
 
 
 When the ruleset is created/schema setup requested, send the MVCUrl in appsettings to V8. 
 Use the value to update the application URL 
 Confirm that the learning and content management API URLs are also synced to V8 and populated in the appropriate settings. 
 
 
 Add scheduling to the imports on V9 (#136927) 
 Problem 
 
 Unable to control how many times the payroll connector should run per day on a specific ruleset. 
 Unable to change the schedule of the V8 bulk sync 
 Unable to disable the V8 bulk sync 
 
   
 Solution 
 
 On ruleset management| Integrations | General add simple scheduling  
 
 Make the occurrence always in hour intervals, and set the starting time in increments of 5 minutes. Add an optional ending to the field 
 Add a flag to disable the schedule. When disabled, that type of import will not run on the ruleset 
 
 
 Allow multiple occurrences to be configured for each schedule item, e.g
 
 Occurs every hour between 6h00 and 10h00 
 Occurs every 6 hours between 11h00 and 24h00 
 
 
 Add two separate schedules under Integration | General

:

 
 Run Payroll connector 
 Run Bulk Additional Service Imports 
 
 
 Add schedules next to each of the bulk pulls 
 Ensure the schedules are disabled when the Tenant subscription expires, or the ruleset is disabled 
 
 
 
 Audit 
 Move Support backups to central archive V9 (#136527) 
 Problem 
 
 
 
 
 
 When supporting an alteration to data, the support dev creates a backup of the data either for just the single rulesets or all rulesets within the live DB. This clutters the DB and increase the size unnecessarily. 
 
 
   
 
 Solution 
 
 Add a new DB V9_Master_Archive. 
 In this DB, data will be stored as was done in the V8 archive DB. With the DB schema being the name of the DB where the backup comes from and the table name, the concatenation for the DB schema and Table name, e.g [V9_Master_Core].[Account_Users_Description] 
 Make a copy of the sp_backup table in V8 and add the ruleset ID to the SP 
 When the ruleset ID is defined, then only backup the data for that ruleset, add the ruleset ID to the archive table name by default, along with a description 
 Add this SP as a migration in each service 
 
 
 
 
 
 
 
 People Management 
 Streamline V9 to V8 sync (#126727) 
 Problem 
 
 
 The V9 to V8 sync failing causes users not to be able to log in to the learning portal 
 
 
 
 Solution 
 
 Create a new user import, same as job structure import C_03427_99999_sysImportJobStructure) for only employee information 
 
 
 As a People Management Admin viewing the Appointment History, I want to change the Reason for Ending (#139964) 
 Problem 
 
 Managers previously had no way to edit or correct the termination reason (e.g., Resignation, Termination for Cause) or the last day of service for an employee's appointment after it was terminated, leading to permanent inaccuracies in employee records. 
 
   
 Solution 
 
 Updated and added existing and new logic so that managers can now edit the termination details (reason and last service day) for terminated appointments directly when editing the appointment's details. 
 
 
 As a People Management Administrator, I want to have two new Reporting Lines for the Parent/Guardian (#134213) 
 Business Rules  
 
 Two new Reporting Line Type needs to be created   
 Primary Parent/Guardian  
 Secondary Parent/Guardian  
 When logging into the system, the person will only see the people reporting to them in this Reporting Line Type  
 Reporting lines to be added to V8 and the sync  
 
 
 As a People Management Administrator, I want the same functionality as for the Line Manager reporting line type to apply to the Parent/Guardian reporting line type (#134214) 
 Business Rules  
 
 A standard People Group Role should be created for a parent/guardian on R1  
 Parent/Guardian People Group Role  
 This is then propagated to all other Rulesets

 
 When the Parent/Guardian Reporting Line has been selected/filled, the People Group for this reporting line type should be created  
 The person who is the Parent/Guardian should then be given the Reporting Line Type with the Role in User Permissions | People Admin | Permissions based on Reporting Lines  
 Remove the ABC Filter and Filtering Search  
 Roles to be added to V8 and the sync   
 At the end, this should work like the Line Manager reporting line type.  
 
 
 [People Management][Edit Appointment] Reason for Termination dropdown not saving values (#141429) 
 Problem 
 
 The Reason for Termination dropdown does not save the value that is entered 
 
 
 Solution 
 
 Resolved the issue to save  
 
 
 People group refresh, rework and refactor (#139340) 
 Problem 
 
 Another people group change is triggered while people groups are busy refreshing, causing overlap. 
 The overlapping request, in some cases, does not lead to a refresh of the people group; it is not remembered. 
 Only on subsequent non-overlapping requests will the changes show on the people group. 
 When a large people group is refreshed or its items amended, which triggers the refresh, the cache is busted in the beginning, and this leads to a situation where no employees are returned on reports / the front end while the people group materialises, and the cache is restored. 
 Additionally, because of the PG refresh for an amount of time, the materialised table is empty, and any references to it return no records.   
 
 Solution 
 
 Implement a queue system to refresh people groups when data is changed. 
 Grab the latest request and mark the rest in the queue as completed. 
 Either refresh the ruleset or a specific people group. 
 Change the logical order of the operations to first do the PG calculation to get the list of users, and only once that is retrieved, bust and restore the PGU cache in sequence to reduce the amount of time that the cached people group is unavailable. 
 This will mean that when the Refresh Integration Event is triggered, currently the cache is busted beforehand, now change it to not do that, but only raise the refresh event and there only bust the relevant PG cache. 
 BustAllRulesetPeopleGroupKeysAsync 
 BustRulesetCacheAsync 
 BustDatabasePeopleGroupCacheAsync 
 RefreshPeopleGroupUsersEventConsumer 
 Modify the Refresh PG Materialisation process to do a delta of the newly added/removed users in the people group and not completely clear the PG table.  
 
   
 Reload personal details registration info per ruleset, Termination reason (#136630) 
 Problem 
 
 Registration info not populated per ruleset, and termination reason not set when transferring the user  
 
   
 Solution 
 
 Reload personal details, registration info per ruleset, Termination reason 
 
   
 
 Imports 
 Integrations page is blank (#140927) 
 Problem 
 
 AdditionalServiceImportHostedService broke due to a table it requires from a migration, which has not yet been executed, but the time when it executes. 
 
   
 Solution 
 
 Ensure AdditionalServiceImportHostedService only executes once the migrations have run 
 
 
 
 Translations 
 Translations - Investigate how translations can be implemented on the app (#127238) 
 Problem 
 
 When using the app or other services in V9, import, identity the translations created on V9 cannot be accessed 
 
   
 Solution 
 
 Add a gRPC server endpoint in WebMVC with 2 APIs that can be accessed externally 
 By key accepts the culture, and key requested. The interpolation values can also be applied to render the full key. When not supplied, it is replaced by a blank, as in the system 
 By namespace accepts the culture and namespace and returns all the translations from the JSON file, with its system overridden when available 
 In both cases, when the culture is supplied, it attempts to provide the file in that language when available 
 When not supplied, the user's culture of the user for which the token was generated is used; should they not have one, the default culture is returned 
 UserId is also available, should translations need to be drawn per user for a standard auth key 
 Add custom authorisation on the header auth token to ensure a secure connection in the context of MVC 
 Add an anonymous GRPC endpoint that can be accessed by other services to draw specific translations 
 
 
 
 Org Structure 
 As a People Management Administrator, I want to transfer a user, including their training records, from schema 1 to schema 2 (#136630) 
 Business Rules 
 
 Transfer a user from one Ruleset to another Ruleset 
 Permissions to be set on People Management Administration 
 
 
 
 Data Warehouse 
 Duplicate issue within lmTermResults (#112511) 
 Problem 
 
 Duplicates occurred within TermResults due to inserted records within StudentSubjects that do not have the new Grade and Year values 
 
   
 Solution 
 
 Resolved duplicate issue within lmTermResults by including the Grade and Year Name for the inserted records  
 
   
 Added new tables for JobInherent data (#138087) 
 Problem 
 
 New Datasources are required for the JobInherent data 
 
   
 Solution 
 
 Created DataSource jpJobInherentRequirements 
 Created DataSource jpJobCompetencyInherentRequirements 
 Created DataSource jpJobCompetencyInherentRequirementsEvidences 
 
   
 Added new Event Scheduling Tables within LearningManagement_ETL.dtsx (#136864) 
 Problem 
 
 Event Scheduling data is required within the Data Warehouse 
 
   
 Solution 
 
 Added Datasource EventSchedules within LearningManagement 
 Added Datasource EventScheduleAttendees within LearningManagement 
 Added Datasource EventScheduleSessions within LearningManagement 
 Added Datasource EventSchedulingCosts within LearningManagement 
 Added Datasource EventScheduleAttendeeCosts within LearningManagement 
 Added Joins for new DataSources within UpdateDataDictionary 
 Added Indexes for new DataSources 
 
   
 
 Job Management 
 Post imported the wrong enum type in step (#139779) 
 Problem 
 
 When executing the post-import step, it has a reference ID to a pre-import type  
 
   
 Solution 
 
 Correct change to the correct post import step 
 
   
 Resolved no data being shown message (#141428) 
 Problem 
 
 When there is no data in the table, the table is empty without a message  
 
   
 Solution 
 
 Add a change to show the message indication on only one view 
 
   
 Hard delete users when job profile appointment fails (#139779) 
 Problem 
 
 When users are imported, and it fails to create an appointment, it causes complications as that user is only created half. But since there are a lot of reasons an appointment can fail, do not rely on the error type for appointment creation  
 
   
 Solution 
 
 Retrieve all the users who were used to create an appointment to see if those users have an appointment. If not, send the user IDs to hard delete on the account and then also to other services with their people group user ID attached to re-materialise the data  
 
   
 
 Ruleset Management 
 Implement User Registration Phase 1 (#134689) 
 Business Rules 
 
 Added a field to specify what the org location will be when a new user registers 
 Added a field to specify what the job title will be when a new user completes the registration process 
 A new option is available to enable a registration reason on the registration page 
 Added a setting to specify what field on the registration page should be used as the username 
 Added a setting so that a user’s ID number to be verified on the registration page 
 Added placeholders to email templates that mask sensitive information 
 Add an option so that users registering for a specific job have to acknowledge a disclaimer after registration 
 Added a setting that will allow me to set how long a user will have access before they are automatically terminated 
 All the new fields to be translatable 
 
   
 
 Learning Management 
 Implemented custom stamp to move over to next page (#141344) 
 Problem 
 
 When a custom stamp is selected, it is bound to that page, as per the Syncfusion control limitation, so once the mouse cursor moves over to the next page, the stamp stays on the page where it was initiated  
 
   
 Solution 
 
 Implement a new workaround that calculates the target(page) index value, deselects and reselects the stamp to be rendered on the active page 
 
   
 Improving Mark Tracking and Highlighting: Distinguishing Inherited and Manual Changes (#141315) 
 Problem 
 
 It was difficult to tell apart the marks that were inherited and those that were changed manually. This occurred when highlighting, as marks that were only inherited were mistakenly highlighted along with the modified ones. - The way the system tracked changes didn’t consider inherited marks, leading to inconsistencies. 
 
   
 Solution 
 
 Added an `inherited` label to the marks. This helped clearly separate inherited marks from those that were changed manually. We also updated how we tracked changes so that it only affected the marks that weren’t inherited. 
 Improved the highlighting so that inherited marks wouldn’t get highlighted. 
 
   
 Fix the year master data being incorrectly converted when being retrieved, and subject data not being saved (#141224) 
 Problem 
 
 The Year master data is not being serialised correctly within learning management. The subject data is saving the incorrect values. 
 
   
 Solution 
 
 Retrieve the year master data from the cache without converting the date converter first, and then convert it to a model that converts the date time. Fix the subject data not using the modal values to save. 
 
   
 
 Performance Management 
 Implemented location path in contract view (#141696) 
 Problem 
 
 Add the Org Path to the header of the View/Print report. 
 
   
 Solution 
 
 Add a change to view the location of the org path of the user within the contract preview 
 
   
 Implement change to view contract from moderation and see comments (#141696) 
 Problem 
 
 A new change was implemented to view a contract from moderation, but it fails to authorise as the moderator can not be a performance manager  
 
   
 Solution 
 
 Add a change to the additional value to the auth based on from modernisation view 
 
   
 New Functionality: Allow Multiple PM Agreements per Year (#134446) 
 Business Rules 
 
 People will now be able to see in which review setup the agreements have been created in
 
 My Agreement in: [ReviewSetupName] 
 
 
 A new button to add additional agreements 
 A new tab for my additional agreement is available 
 A manager viewing the team's dashboard can see the team's additional agreement 
 Add translation resources 
 All the additional agreement fields need to be available in the Data Warehouse 
 Include all User Additional Agreements on Moderation 
 Update the Import Validation and/or Calibration 
 Include 360 Scores on both the Primary and Additional Performance Agreements 
 Only Primary Performance Agreements should be used on Career and Succession 
 Include all User Additional Agreements on Evaluations 
 Include Additional Agreements on Bulk Actions
 
 
 The Bulk Actions need to be modified to also cater for the additional agreements. 
 
 
 The following changes need to be made: 
 
 
 Create from template -> As with the import, enforce that only Primary contracts can be created from here. 
 
 
 Delete agreements -> Add icon to indicate Primary / Additional contracts. Allow deletion of both. 
 
 
 Move agreements -> All Additional contracts for the user must be moved along with the primary contract to the new Review Setup 
 
 
 Recalculate Scores -> Should not require any calculation changes, add icons to indicate Primary / Additional contracts. Ensure both can be recalculated 
 
 
 
 
 
 
 
 
   
 
  

Version 9.1.198.1 (Support Release - 26 November 2025)
Learning Management 
 Improving Mark Tracking and Highlighting: Distinguishing Inherited and Manual Changes (#141315) 
 Problem 
 
 It was difficult to tell apart the marks that were inherited and those that were changed manually. 
 This occurred when highlighting, as marks that were only inherited were mistakenly highlighted along with the modified ones. 
 The way the system tracked changes didn’t consider inherited marks, leading to inconsistencies.  
 
   
 Solution 
 
 Added an `inherited` label to the marks. This helped clearly separate inherited marks from those that were changed manually. 
 We also updated how we tracked changes so that it only affected the marks that weren’t inherited.  
 Improved the highlighting so that inherited marks wouldn’t get highlighted. 
 
   
 Fix the year master data being incorrectly converted when being retrieved, and subject data not being saved (#141224) 
 Problem 
 
 The Year master data is not being serialised correctly within learning management. The subject data is saving the incorrect values. 
 
   
 Solution 
 
 Retrieve the year master data from the cache without converting the date converter first, and then convert it to a model that converts the date time. 
 Fix the subject data not using the modal values to save. 
 
   
 
 Performance Management 
 Moderation request on View/Print (#141696) 
 Issue 1: 
 Problem 
 
 Add the Org Path to the header of the View/Print report 
 
   
 Solution 
 
 Add a change to view the location of the org path of the user within the contract preview 
 
   
 Issue 2: 
 Problem 
 
 A new change was implemented to view a contract from moderation, but it fails to authorise as the moderator can not be a performance manager  
 
   
 Solution 
 
 Add a change to the additional value to auth based on from modernisation view 
 
   
 Issue 3: 
 Problem 
 
 Add the moderator and quality assurer moderation comments field to the Print/View report 
 
   
 Solution 
 
 Implement a dropdown menu to view the contract. 
 Include moderation and quality comments on the preview contract 
 
   
 
 People Management 
 Fixed Professional Membership not showing when managing an employee (#141761) 
 Problem 
 
 When Professional Membership was the only Training and Development permission set as View or Edit, it did not show when viewing an employee profile. 
 
   
 Solution 
 
 Added Professional Membership to a permission check. 
 
   
 Enforce "View" rights for Training & Development tab and sub tabs (#138050) 
 Problem 
 
 "View" rights were not enforced for the Training & Development tab and subtabs when viewing a user's profile. 
 
   
 Solution 
 
 Added checks to see if the person viewing the profile has the correct rights from their People Group to be able to view the tabs and subtabs 
 
   
 
   
 
  

Version 9.1.198 (24 November 2025)
Data Warehouse 
 Adjusted field CalculatedMarks within lmStudentSubjects (#140444) 
 Problem 
 
 The DWH package field is due to a conversion error with the field CalculatedMarks  
 
   
 Solution 
 
 Updated CalculatedMark field data type from DECIMAL(3,1) to DECIMAL(8,3) to support larger values with more precision 
 
   
 
 Learning Management 
 Fix Mark Inheritance, Duplication, and Display Logic for Consistent Front-End Behaviour (#141315 & #141316) 
 Problems 
 
 Inherited marks that are not overridden currently appear blue, but they should retain a white background for consistency. 
 Inheritance causes duplication of marks, which leads to display issues on the front-end. 
 Currently, all marks with a value of 0 are displayed as yellow. Instead, yellow should be used only for non-captured marks.  
 
   
 Solutions 
 
 Modified the backend to include an overridden field and added a condition to preserve the existing background colour.  
 Adjusted the backend to update existing marks rather than insert duplicates when they already exist. 
 Refined front-end conditions so that only marks without an ID are displayed in yellow. 
 
   
 
  

Version 9.1.197 (24 November 2025)
Performance Management 
 Moderation breaks when QA is required 
 Problem 
 
 When the user only has the PM admin role for the moderations, the moderation page breaks due to requiring the user to also have People Admin role when QA is required.  
 
   
 Solution 
 
 Allow the check for both PM and People admin roles 
 
   
 Sanitisation of review items names (#139392) 
 Problem 
 
 Adding an "&" to the text input of the review items and saving encodes it as "&". Whenever saving an reloading, another "amp:" is added.  
 
   
 Solution 
 
 Added sanitisation tag helpers to input and textbox of review item name. image Tested with various special characters. Input also blocks escaping character like "&" as you type. 
 
   
 Check-in dial not being able to be clicked (#140857) 
 Problem 
 
 To be able to click the check-in dial some conditions must be met, whereas one of them is that the ratings phase should have been started, but should the ignore phase date be active it does not validate this check hence why the dial can not be clicked  
 
   
 Solution 
 
 Add an either or check to include should the ignore ratings phase be active 
 
   
 
 Ruleset Management 
 Resolved notification email url generation check 
 Problem 
 
 When no path specified it uses the correct fallback but when in code it adds new url path with added route  
 
   
 Solution 
 
 Before returning add an additional check to trim any leading '/' 
 
   
 Resolved theme service MVC route 
 Problem 
 
 Route incorrectly calculated  
 
   
 Solution 
 
 Resolve fix for app 
 
   
 
 Event Scheduling 
 Resolved Base URL for custom domain 
 Problem 
 
 Incorrect base url configuration key used for custom domain on learning management  
 
   
 Solution 
 
 Corrected base url 
 
   
 Cost Structure not pulling through after running Training Intervention Cost Import (#139814)  
 Problem 
 
 Cost Structure not pulling through after running Training Intervention Cost Import  
 
   
 Solution 
 
 This happened due to an entity framework error which occurred because entities already tracked were again marked to be tracked. Simplified and improved import logic to not manually track cost description entities 
 
   
 The newly added cost on v9 page wipes out the v8 cost on from the Training Intervention (#140232) 
 Problem 
 
 The newly added cost on v9 page wipes out the v8 cost on from the Training Intervention  
 
   
 Solution 
 
 Do no remove costs when deselecting cost descriptions when adding new cost descriptions. Costs can now only be added via the cost description modal and removed (with confirmation) from the table displaying the costs.  
 
   
 Booking Requests do not show up on HR Processes tab (#141033)  
 Problem 
 
 Booking Requests do not show up on HR Processes tab  
 
   
 Solution 
 
 This happened when updating the status of the booking on the admin page. Ensure that hr process requests are also submitted from the admin page when updating the booking status of an attendee. 
 
   
 Show loading indicator for export (#141057) 
 Problem 
 
 There is no loading indicator when exporting files 
 
   
 Solution 
 
 Implement change to show loading indicator when doing an export 
 
   
 Decline reason not being populated (#140387) 
 Problem 
 
 Decline reason not being replaced on email 
 
   
 Solution 
 
 Corrected templates to have correct placeholders 
 
   
 Email calendar attachment not sending out (#139709) 
 Problem 
 
 Recipient code missing for the one request, and type request should not be specified on a invite import as outlook see the request as an accept/decline type  
 
   
 Solution 
 
 Correctly add recipient code and fix the request body 
 
   
 Implemented suggestion and empty list (#139872 & #140253) 
 Problem 
 
 When there is no data in the table it is blank  
 
   
 Solution 
 
 Add change to show row with wording indicating nothing to show, also add suggestion to swap admin and manager around 
 
   
 Sync notifications when new event is created (#139835) 
 Problem 
 
 When a new event is created notifications are only created when confirmed  
 
   
 Solution 
 
 Change to sync notifications when it has been created 
 
   
 Individuals loading people group target audience (#140249) 
 Problem 
 
 When having a people group and target audience load, it will load under attendees when switching over to individuals,  
 
   
 Solution 
 
 Add original check to validate and clear before switching as it will reload when opening target audience on people group again 
 
   
 Auto mark attendance check (#139385) 
 
 Add new check in fronted to specify the minutes after each session to mark attendance 
 
   
 Syncfusion license error (#139610) 
 Problem 
 
 At seemingly random times on master a syncfusion license error will occur.  
 
   
 Solution 
 
 Moved the license registration from App.tsx to Index.tsx to hopefully make it more stable.  
 
   
 Last survey notification not being sent (#140104) 
 Problem 
 
 Event schedule survey links not being sent for the users  
 
   
 Solution 
 
 Correct logic to handle per batch of users 
 
   
 Enhancements on the calendar view (#138282, #139847, #139616, #139606) 
 
 **139282** Change wording on upcoming events if you are not booked - You are not booked on any events Make the Calendar borders lighter 
 **139847** Finalised & Cancelled Event not to display on Calendar View 
 **139616** Show the events in the range that expands. Add the dates as well 
 **139606** Orange dot when not approved but booked Don't show anything when not booked Display [Pending Approval] in the MyUpcomingEvents at the top Show tooltip when hovering over the event showing the status of the event (not booked, booked, pending approval) 
 
   
 
 Learning Management 
 Update marksheet legend definitions (#141310) 
 Problem 
 
 Updates to marksheet legend definitions are required.  
 
   
 Solution 
 
 Updated marksheet legend definitions. 
 
   
 Add ruleset to master data year cache retrieval on class subject save validation (#141224) 
 Problem 
 
 The retrieval of year master data for when validation is performed on the class subject save, is not taking into account the ruleset.  
 
   
 Solution 
 
 Added ruleset to master data year cache retrieval on class subject save validation 
 
   
 Refactored SQL query to retrieve all previous cycles and marks for class subjects (#140434) 
 Problem 
 
 The system currently relies solely on the previous cycle/term to retrieve the most recent training intervention ID for data transfer. As a result, only the marks from Term/Cycle 4 are used for inheritance. 
 
   
 Solution 
 
 We updated the backend query to include all cycles/terms, allowing us to Use the most recent training intervention ID for mark inheritance. 
 
   
 Comments to use 3 columns and wrap the text (#141203) 
 Problem 
 
 The comment options are loading one after the other below one another which is leaving a lot of white space or available screen space un-utilized.  
 
   
 Solution 
 
 Changed so comments use 3 columns and then wrap onto the next row 
 
   
 Subject cycle date range validation and subject detail UI values updating (#139581) 
 Problem 
 
 Subject cycle validation is being checked against the currently saved Year date range, instead of the Year value that is being saved on the form. 
 The subject detail UI values should only update after a successful AJAX call. 
 The dates were being incorrectly formatted for the subject detail. 
 
   
 Solution 
 
 Fixed subject cycle validation to perform date validation range checks against the Year currently being saved on the form. 
 Ensure the subject detail UI values only update after a successful AJAX call. 
 Fix date formatting for subject detail. 
 
   
 Created SQL Script that will insert DWH scores into table Marks (#140444) 
 Problem 
 
 The scores within the DWH will need to be imported within LearningManagement.Marks as ModeratedMarks  
 
   
 Solution 
 
 Created custom Script to insert DWH Scores within V9_Master_Learningmanagement.LearningManagement.Mark as ModeratedMarks 
 
   
 Support dynamic date formats with Day.js integration (#140434) 
 Problem 
 
 Culture affected date calculations in the backend, preventing the inherit marks button from being available.  
 
   
 Solution 
 
 Added backend date format to ensure compatibility with all cultures. 
 
   
 
 Data Warehouse 
 Adjustments made within lmStudentSubjects and lmTermResults (#140444) 
 Problem 
 
 The Mark field should be updated with either Calculated- or ModeratedMark if it does exists within StudentSubjects 
 The Calculated Mark should be set to Blank if it is 0 
 The new Comment fields should be included within TermResults  
 
   
 Solution 
 
 Added step to update Mark field to either Calculated- and ModeratedMark within StudentSubjects 
 Added Step to set Calculated Mark to blank if it 0 within StudentSubjects 
 Added the required comment fields within TermResults 
 
   
 Performance Improvement within jpAppointments (#125159) 
 Problem 
 
 Container for jpAppointments currently fetches all the data within the Source DB with each DWH run  
 
   
 Solution 
 
 Adjusted Source Query to only fetch data by using ReferenceDate 
 Added Step to only insert data into DWH table if it does not exists 
 
   
 Added step within PerformanceManagement_ETL.dtsx to remove certain pdm records as per requests (#140774) 
 Problem 
 
 Certain pdm records needs to be removed from the DWH as per requests  
 
   
 Solution 
 
 Added step within PerformanceManagement_ETL.dtsx to remove certain pdm records as per requests 
 Implemented performance improvement for Container pdmReviewYearPeopleGroupsSetup 
 
   
 Added fieds Calculated - and ModeratedMark within lmStudentSubjects (#140444) 
 Problem 
 
 Fields Calculated - and ModeratedMark are required within the Datawarehouse  
 
   
 Solution 
 
 Added fields Calculated - and ModeratedMark within lmStudentSubjects 
 
   
 
 Identity and Authorisations 
 Implement new custom domain (#138243) 
 
 Add new change to allow for custom domains on MVC 
 
   
 
 Job Management 
 Align status header column 
 Problem 
 
 Misalignment of columns 
 
   
 Solution 
 
 Align the status header column 
 
   
 Resolved wrapping of status text (#140362) 
 Problem 
 
 Width is not defined and some screen resolutions still wrap the text  
 
   
 Solution 
 
 Add change to hard define the width size 
 
   
 Master data of incorrect product type (#140350) 
 Problem 
 
 Master data product type incorrect  
 
   
 Solution 
 
 Correct the product type for master data item 
 
   
 Display Document max size error message (#140612) 
 Problem 
 
 Max size error for file not being displayed  
 
   
 Solution 
 
 Add change to validate size  
 
   
 A global:messageNotification... error appears when uploading a document (#140616)  
 Problem 
 
 After uploading a file it triggers previous handler and does not show correct translation  
 
   
 Solution 
 
 Detach handler before attaching new and correct translation  
 
   
 Evidence modal styling issues (#140621)  
 Problem 
 
 Alignment on the table data  
 
   
 Solution 
 
 Resolve the class margin that has been added 
 
   
 The "Delete Reason" field caches the previous delete reason (#140623) 
 Problem 
 
 Delete modal content is not being set  
 
   
 Solution 
 
 Reset delete modal content after deletion 
 
   
 Remove the "yet" on the "Not yet Set" toggle (#140815) 
 Solution 
 
 Suggestion to change translation and resize status 
 
   
 Position title not being set in modal title (#140556) 
 Problem 
 
 Modal title was not being updated with the position title 
 
   
 Solution 
 
 Add change to populate title with position title 
 
   
 
 People Management 
 New user sync (#126727) 
 Problem 
 
 The user sync from V9 to V8 runs the full employee import that is inefficient.  
 
   
 Solution 
 
 Corrected the field names of the appointment history API call to match the names on V8. Use the new User sync in V8 
 
   
 Fix breadcrumb back arrow no longer displaying (#140853) 
 Problem 
 
 Back arrow no longer displays correctly on breadcrumb navigation.  
 
   
 Solution 
 
 Remove condition check preventing arrow display that was intended to solve another problem unsuccessfully. 
 
   
 The address details not saving on the summary (#139878) 
 Problem 
 
 Address details does not save on the summary when that is the only PG permission active to view or edit When Payroll connectors has been configured the connector drop down displays to the manager even though the section is disabled on the PG The logged in user can see the payrol details on their profile summary  
 
   
 Solution 
 
 Only check if the section has changed to determine if it can be saved. Only show the payroll dropdown and payroll id to the manager that has view or edit rights on the PG and never to the user 
 
   
 Correct summary page authorisation for inactive and unchanged sections. Corrected data loss between users with view right and admins with edit rights (#139878) 
 Problem 
 
 When the address section is disabled the user receives an unauthorised exception. When the user as data in a section but no view rights the dat is lost when saving data on the summary. The summary page save unchanged data unnecesarily.  
 
   
 Solution 
 
 This pull request refactors how permissions and change tracking are handled for user profile summary updates in the People Management module. 
 The main improvements include fine-grained permission checks for each profile section, tracking which sections have changed, and updating the view model and controller logic to support these features. 
 This results in more secure and targeted updates, allowing only authorised edits and reducing unnecessary data processing. 
 
   
 
 Notifications 
 Communication Portal height (#140695) 
 Problem 
 
 When there are no discussions a class is added to restrict the height, but when a new discussion is to be started that height does not reset  
 
   
 Solution 
 
 Add change to remove the restirction 
 
   
 
 Content Management 
 Consolidate ContentType enum and change all references to point to centralized enum (#139343) 
 Problem 
 
 There are inconsistencies between the MVC ContentType and ContentManagement ContentType enums leading to incorrect value assignments when the types are sent from MVC to CM.  
 
   
 Solution 
 
 Centralise the ContentType enum and update all references. Add migration to force recreation of missing ContentType folders on nextcloud. 
 
   
 
 Report Builder 
 Increase people group filter length and add margin between filter and buttons (#140337) 
 Problem 
 
 People group filter styling on ReportBuilder view report page needed some changes. 
 
   
 Solution 
 
 Added bottom margin to people group filter and made it span parent container width to allow for longer PG names 
 
   
 
   
   
  

Version 9.1.196 (24 November 2025)
Event Scheduling 
 Notifications Not Being Received (#140104) 
 Problem 
 
 Reminder events were requesting an event schedule ID to calculate, but as this is a schedule, it needs to take all events into consideration  
 
   
 Solution 
 
 Add new queries to retrieve the users for reminders, as well as an addition to event cancellations that should be sent to all people for that event once cancelled 
 
   
 The double scroll bar makes it difficult for the user to see the "Book For Myself" button (#140271) 
 Problem 
 
 The double scroll bar makes it difficult for the user to see the "Book For Myself" button  
 
   
 Solution 
 
 Add a margin to the button at the bottom and make the button sticky  
 
   
 The Search/Filter criteria takes almost half of the screen (#140251) 
 Problem 
 
 The Search/Filter criteria takes almost half of the screen 
 
   
 Solution 
 
 Place the filter area within an accordion, which can be opened and closed 
 
   
 Pin the top Header Menu on the main landing page (#140227) 
 Problem 
 
 Pin the top Header Menu on the main landing page to avoid a long scroll back to the top to switch between views. 
 
   
 Solution 
 
 Pin the top Header Menu on the main landing page 
 
   
 Document gets cached on the modal when upload is cancelled (#140224) 
 Problem 
 
 The document gets cached on the modal when the upload is cancelled  
 
   
 Solution 
 
 Make sure the document is cleared when the modal is closed 
 
   
 Ellipse Document name after (#140223) 
 Problem 
 
 The system displays the entire document name wrapped, and it shifts the other Columns (Loaded by and Date Uploaded) 
 
   
 Solution 
 
 Give the table columns fixed widths and add ellipses with a popover for the document title and name. 
 
   
 Training Provider Import not Importing V8 Options into V9 (#139302) 
 Problem 
 
 The order of items is done by ID, so every new item will always be displayed last  
 
   
 Solution 
 
 Add a change to the order by name 
 
   
 Notifications Not Being Received (#140104) 
 Problem 
 
 Notification email data is being retrieved from attendees, hence why no emails are sent out for people group users  
 
   
 Solution 
 
 Change to select into the cte table users to be used from 
 
   
 Preview Icon Invisible unless approaching from the Right (#140099) 
 Problem 
 
 The icon row hover class was placed on a column, hence why it was only triggered when on another column  
 
   
 Solution 
 
 Change the class to the icon for row hover 
 
   
 Calendar View issues for investigation (#139616) 
 Problem 
 
 Calendar View issues for investigation 
 
   
 Solution 
 
 Show the events in the range that expands. Add the dates as well 
 
   
 
 Job Profiler 
 +Position button missing (#140445) 
 Problem 
 
 The footer and button shared the same ID for the visibility being toggled  
 
   
 Solution 
 
 Corrected the footer ID to toggle correctly 
 
   
 The add modal caches data in all fields after saving (#140351) 
 Problem 
 
 When a row is clicked to be updated, and afterwards clicked new, the previous data is still shown. Script missing from the Employee dashboard  
 
   
 Solution 
 
 Clean the data once the new inherent requirement is selected. Include the script on the employee dashboard 
 
   
 Resolved the racing condition on the Job Inherent script 
 Problem 
 
 JavaScript fails on a script call to invoke the inherent requirements due to a race condition, where the other script may not be available yet  
 
   
 Solution 
 
 Change to render script first, before, and add a safety fallback call to retry 
 
   
 
 HR Processes 
 Add the ability to approve on behalf of in HR processes workflow steps (#140244) 
 Problem 
 
 When the Fallback approver views requests, they cannot see requests where they are also the approver  
 
   
 Solution 
 
 Also show requests to the Fallback approver, where they are also the approver 
 
   
 
 System Access 
 Implement link to Signfy Learning App (#138249) 
 Problem 
 
 Add a "download" app modal to the frontend, which contains a new setting called "Mobile App Company Key" 
 Add the new setting under ruleset/management/general 
 Add translations to the modal. 
 Only show the "download app" button if the subscription to the mobile app is active, and also the setting Mobile App Company Key has a value.  
 
   
 Solution 
 
 Added a new modal which contains 2 buttons, these 2 buttons navigate the user to either the App Store for IOS or the Play Store for Android.  
 Added translations to ensure users of other languages can read the modal content. 
 Created a new input element for ruleset management and added it to the microservice infrastructure to be transported to other client services. 
 Added a new setting, Mobile App Company Key, which is conditionally displayed if the mobile app subscription is active.  
 
   
 
 People Management 
 Display option radio button setting does not persist on RS1 (#139699) 
 Problem 
 
 A change was made to allow saving virtual tours without slides, but when opening the virtual tour again, no tour is identified, as the query still expects a slide  
 
   
 Solution 
 
 Add a change to the left join to slides 
 
   
 User sync script failing issues (#139630) 
 Problem 
 
 Custom Fields and Marital Dates were not included in the data pull. The pull retrieved data for all user types. 
 
   
 Solution 
 
 Added Custom Fields and Marital Dates. Include only system users. 
 
   
 Organisational Unit and Position drop-downs are transparent and therefore overlap the other items in the filter box (#139877) 
 Problem 
 
 When a select and a date picker are beneath each other date picker text is displayed above the select 
 
   
 Solution 
 
 Add a change so that the date picker z-index = 0 
 
   
 People group refresh triggers (#136729) 
 Problem 
 
 Users are not always refreshed correctly on the People Group materialised tables. Reviewed locations of user/org/job changes to ensure cache busting & materialisation takes place.  
 
   
 Solution 
 
 Changed cache implementation to not do a potential double Refresh PG request. On _BustRulesetCacheAsync_ found that if it is the people group pattern, it also requests the DB cache bust _BustDatabasePeopleGroupCacheAsync_ (refresh materialised tables). However, in some instances, it does this twice. Streamlined the implementation so it only requests the refresh once per bust request. Added cache busting on Job Grade change 
 
   
 
 Performance Management 
 Cannot edit a document after uploading it (#139615) 
 Problem 
 
 When a file is edited/changed, then saved, it gives an error: the review file could not be found, as the incorrect ID is being passed down  
 
   
 Solution 
 
 Correct the ID value being sent through for update, as the content ID is being used instead of the review file ID 
 
   
 Time out while doing performance reviews (#140297) 
 Problem 
 
 The lock backdrop stays on the page after clicking the Continue button  
 
   
 Solution 
 
 Extend the timeout period if the button is clicked, and handle the backdrop accordingly 
 
   
 Removal of 360 participant (#140071) 
 Problem 
 
 The `Allow Revised Score` option in the Review Survey Edit is not updating when saved. 
 `Include Rating` check box can still be edited when `Allow Revised Score` is off  
 
   
 Solution 
 
 Adjusted backend to align with the JSON data sent in the request. 
 Updated the backend to disable `Include Rating` when `Allow Revised Score` was turned off 
 
   
 
 Learning Management 
 Select a Comment in the Primary Language column and have the Secondary Language Comment automatically populated (#138994) 
 Problem 
 
 Need to select a Comment in the Primary Language column and have the Secondary Language Comment automatically populated.  
 
   
 Solution 
 
 Added the ability to select a Comment in the Primary Language column and have the Secondary Language Comment automatically populated.  
 
   
 Wrong date stated on Start and End Date After Subject Created (#140239) 
 Problem 
 
 The class subject details aren't being correctly retrieved after a new class subject has been added. Cycle dropdown is small, causing a horizontal scrollbar.  
 
   
 Solution 
 
 Retrieve the class subject details after a new class subject has been created. Increase cycle dropdown width. 
 
   
 Remove Red Cell Border and Description from Legend (#140245) 
 Problem 
 
 Need to remove the selected cell from the legend table on the marksheets  
 
   
 Solution 
 
 Removed the selected cell from the legend table on the marksheets 
 
   
 Unable to save Marks (#140352) 
 Problem 
 
 Unable to save marks  
 
   
 Solution 
 
 Updated backend indexing problem 
 
   
 Dropdown on Create Subject differs from Edit Subject Dropdown (#139218) 
 Problem 
 
 The dropdown list for group classes on the "Edit Subject" and "Add Subject" pages is inconsistent.  
 
   
 Solution 
 
 The backend has been updated to ensure the dropdown on the "Add Subject" page matches that of the "Edit Subject" page.  
 
   
 Inherit a Training Intervention’s Score captured on a Previous Cycle to the Active Cycle (#138992) 
 
 Introduced the `InheritMarks` functionality to enable inheriting marks from previous cycles to the current cycle. 
 Key changes include:
 
 Added `InheritMarks` gRPC method in `learning_management.v1.proto`. 
 Defined Protobuf messages: `InheritMarksRequest`, `InheritMarksResponse`, and `InheritedMark`. 
 Implemented `GetInheritableMarksAsync` in `LearningManagementQueries` with SQL logic for mark retrieval. 
 Created `InheritMarksCommand` and `InheritMarksCommandHandler` for business logic. 
 Exposed `InheritMarks` via HTTP API in `MarkController`. 
 Enhanced `Marksheet` UI with a button to trigger mark inheritance. 
 Added DTOs for HTTP request/response handling. 
 Updated localisation files with translations for `InheritMarks`. 
 Refactored `serverUrls.ts` to include `inheritMarksUrl` 
 
 
 
   
 Capture primary and secondary language comments on my marksheet (#138989) 
 Problem 
 
 Need to add secondary language comments on the marksheet.  
 
   
 Solution 
 
 Added secondary language comments on my marksheet. 
 
   
 Advanced Filter Removed from Subject Page if Navigated to Report Card Tab and then Back to Subject (#139867) 
 Problem 
 
 When you first load Product Setup for Learning Management and land on the Subject Setup page, the advanced filter is present. Then, if you navigate to the Report Card Tab, the advanced filter is removed as intended, but if you navigate back to the Subject Tab, then the Advanced Filter remains removed.  
 
   
 Solution 
 
 Ensure the advanced filter only shows on the subjects tab. 
 
   
 
 Data Warehouse 
 Performance Agreement Status Report - Template Names (#140246) 
 Problem 
 
 The TemplateName field was not populated within ContractPeriods if it was copied by using a previous or another template  
 
   
 Solution 
 
 Added a step within ContractPeriods to update the TemplateName field 
 
   
 Add the additional Subject fields that need to be available in the Data Warehouse (#135725 & #139040) 
 Problem 
 
 The package failed due to Comments not existing anymore within UserClassSubjectComments 
 New field MarkType needs to be added within lmStudentSubjects  
 
   
 Solution 
 
 Removed the Comments field and replaced it with newly added fields ClassSubjectPrimaryComment and ClassSubjectSecondaryComment within lmStudentSubjects  
 Added new field MarkType within lmStudentSubjects 
 
   
 
 Notifications 
 Search is executed before I have finished typing the search text in the box (#140034) 
 Problem 
 
 When searching in the global search, it triggers a page refresh 
 
   
 Solution 
 
 Remove JavaScript that triggers reload. Bind table to global search, confirmed all notification tab data gets reloaded correctly without page postback 
 
   
 
 Master Data 
 Enums displayed instead of proper names (#140241) 
 Problem 
 
 The Type is returned as NULL on enum values even if using the type full name, as the enum type can be from a different assembly, no translations are being shown on enum type fields within master data  
 
   
 Solution 
 
 Add a new change to determine the Enum Type over the assemblies of the application, to retrieve the Type and cast to get an enum value to retrieve the display name for translation display 
 
   
 Add a field to the Comments Master Data (#138993) 
 Problem 
 
 Need to add a secondary comment field to the Comments master data  
 
   
 Solution 
 
 Added secondary comment field to Comments master data 
 
   
 
 Data Warehouse 
 Daily Server Monitoring Checks (#125159) 
 Problem 
 
 The DWH Package failed with Full Refresh due to the Log File size  
 
   
 Solution 
 
 Added step to Shrink Log file size for V9_Datawarehouse with Full Refresh within ExecuteSequence SSIS Package 
 
   
 
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
  

Version 9.1.195 (24 November 2025)
Learning Management 
 Add a legend on the marksheet that explains the meaning of specific cell formats and values (#138990) 
 Issue 1 
 Problem 
 
 Needed to decrease the padding and font size on the legend table.  
 
   
 Solution 
 
 Decreased padding and font size on legend table. 
 
   
 Issue 2 
 Problem 
 
 Need to add a legend on the marksheet.  
 
   
 Solution 
 
 Added legend on the marksheet. 
 
   
 Dropdown Search and Remove are not Functional (#139979) 
 Problem 
 
 When using any of the dropdowns, there is a search bar and a 'Remove All Items' button - neither of which is working, unfortunately. They should be made to fulfil their functions or removed to prevent confusion  
 
   
 Solution 
 
 Fixed the search bar, and removed the 'remove all items button' 
 
 
 The cells where no marks are entered are to be highlighted by default (#138991) 
 Problem 
 
 The cells where no marks are entered need to be highlighted by default, and the background should be returned to grey automatically if the value is changed to anything other than 0 or 0.00.  
 
   
 Solution 
 
 Added highlighting of cells when marks are 0. 
 
   
 Primary & Secondary Language Labels Missing (#139684) 
 Problem 
 
 Column widths need further adjusting  
 
   
 Solution 
 
 Resized the width of columns and reduced the padding on the report cards table 
 
   
 When the option "All" is selected for Grade and saved, all existing Grade Records are overwritten with ALL (#139863) 
 Problem 
 
 When the option "All" is selected for Grade and saved, all existing Grade Records are overwritten with ALL  
 Grade Field value copied when the Record is copied, when it shouldn't  
 Unable to save a Record due to a missing issue date  
 
   
 Solution 
 
 Fixed when the option "All" is selected for Grade and saved, all existing Grade Records are overwritten with ALL  
 Fixed Grade Field value copied when the Record is copied, when it shouldn't  
 Fixed unable to save a record due to a missing issue date value 
 
   
 
 Event Scheduling 
 Export Attendance Registers error when exporting (#139458) 
 Problem 
 
 Data being exported with an enum value field  
 
   
 Solution 
 
 Add a change to map back to the enum display translation 
 
   
 NaN on event field after selecting a date (#139609) 
 Problem 
 
 Auto selections occur from data selections, but should it is null, a NaN is showcased  
 
   
 Solution 
 
 Add a placeholder to the select component and update the logic with a parameter 
 
   
 Free-text field gets marked as checked after creating a new event (#139966) 
 Problem 
 
 When only clicking free text off and there is still free text, and saves, when reloaded, the free text still comes back, same goes for the provider being selected  
 
   
 Solution 
 
 Add a change to set free text to undefined. 
 
   
 The system does not have a validation check for the Coordinator field when moving an Event from Draft to Confirmed Status (#139874) 
 Problem 
 
 The system does not have a validation check for the Coordinator field when moving an Event from Draft to Confirmed Status 
 
   
 Solution 
 
 Force validation on the coordinator when the status of the event is updated (only when the user does not have the coordinator role) 
 
   
 Syncfusion Essential Studio License issue (#139610) 
 Problem 
 
 Syncfusion license error displays randomly at times on pages on REACT, which makes use of Syncfusion components.  
 
   
 Solution 
 
 This happens when the license is not yet loaded and registered, but the components are displayed. Delay using components until the Syncfusion license is registered. Also, rather than store licenses in local storage instead of session storage, which should result in the licenses being retrieved from the server less 
 
   
 When importing attendees as Booked, QR Codes are not being sent (#139687) 
 Problem 
 
 On attendees being imported, service-to-service can not be authenticated with claims, hence why claims fail  
 
   
 Solution 
 
 Pass check to service as implemented in other import handlers 
 
   
 Booking Request for Person - People Group Attendees Should Trigger a Notification (#139711) 
 Problem 
 
 When a people group is selected, the people group does not receive an email  
 
   
 Solution 
 
 Add a change to select user IDs, to still send email 
 
   
 User details not appearing (#139366) 
 Problem 
 
 When an error occurs while scanning qr code, the error should display on the front-end, but it is not caught to get the error  
 
   
 Solution 
 
 Change to move logic into a try block to catch errors for the response message 
 
   
 
 Performance Management 
 Calibrated Value Survey score displayed with a lot of zeroes (#139403) 
 Problem 
 
 Calibrated score shows on the front with a lot of added .00000 at the end  
 
   
 Solution 
 
 Change to round to 2 decimals 
 
   
 Calculations are not correct when mapping is in descending order (#138717) 
 Problem 
 
 Range index could never be found as the operation was not <=  
 
   
 Solution 
 
 Correct the operation 
 
   
 Align rating headings with the rating cards (#139373) 
 Problem 
 
 The header was not aligned with the card below  
 
   
 Solution 
 
 Add the same margin width as the card to match and align 
 
   
 
 Master Data 
 Error when "Type" field is not required (#139706) 
 Problem 
 
 On the Master Data Setup, a column of type Enum can be set to be not required  
 This then allows the user not to specify a value when adding a new Master Data item; however, this then breaks functionality since the value for this record is saved as 0 and does not map to an enum (if the enum starts at 1), or always to the first item (if the enum starts at 0)  
 
   
 Solution 
 
 Don't show the required and visible checkboxes to enforce that the field is required and must always have a value captured.  
 
   
 
 Imports 
 MultiV8 Userimport Investigation and corrections (#139670) 
 Issue 1 
 Problem 
 
 Valid emails are seen as invalid and rejected in the import  
 
   
 Solution 
 
 Updated EmailHelper to support RFC 6532 (EAI) and internationalised domain names (IDN), allowing Unicode characters in both local and domain parts. Improved regex patterns for local and domain validation, and expanded unit tests to cover a wider range of valid and invalid email formats, including Unicode, apostrophes, and domain literals. 
 
   
 Issue 2 
 Problem 
 
 Inactive tenants' rulesets are still processed even though the tenant is disabled.  
 
   
 Solution 
 
 Include a join on active tenants when rulesets are selected to process  
 
   
 
 Theme Management 
 Make the text indicating minimum password length white (#139045) 
 Problem 
 
 The text showing the minimum length for a password was always the same colour, even it the theme specified differently.  
 
   
 Solution 
 
 Made the text colour theme dependent.  
 
   
 
 People Management 
 Manage Person card shows quickly when clicking on Direct Reportees (#137833) 
 Problem 
 
 When clicking View Subordinates, the summary page is opened before redirection  
 
   
 Solution 
 
 This pull request makes a small but important improvement to the `UserCard` component by ensuring that click events do not bubble up to parent elements. This helps prevent unintended side effects when the user interacts with the card or its buttons. - Added `e.stopPropagation()` to the click handlers in `UserCard` to prevent click events from propagating to parent components. 
 
   
 Error when landing on menu item which was changed from 'Only show ruleset specific' to 'Only show default' (#139704) 
 Problem 
 
 The base filter of virtual tours did not exclude deleted tours and therefore picked the wrong one to try and display  
 
   
 Solution 
 
 Add a deletion check to ensure the correct one gets calculated 
 
   
 Add a new subject to the subject list and link it to a year, grade, alias, and colour (#135199) 
 Problem 
 
 The delete confirmation function on multiple administration pages, which does not require a reason from the user, is not working.  
 
   
 Solution 
 
 The backend logic handler has been fixed to ensure that modals without a user reason still function properly. 
 
   
 'Virtual Tour already exists' error shown when copying a virtual tour after the previous one was deleted (#137845) 
 Problem 
 
 Copy from default is validated and checked if a tour exists, and prevents copying, but if all slides are deleted copy is blocked  
 
   
 Solution 
 
 Move change to allow copying if no active slides, even if a tour exists 
 
   
 
 Data Warehouse 
 All the additional Subject fields need to be available in the Data Warehouse (#135725) 
 Problem 
 
 Additional Subject fields need to be added within the Data Warehouse  
 
   
 Solution 
 
 Added fields YearName, YearStartDate, YearEndDate, GradeName, GradeDescription, GradePrimaryLanguageAlias, GradeSecondaryLanguageAlias, ClassSubjectsPrimaryLanguageAlias, ClassSubjectsSecondaryLanguageAlias, ReportCardPrincipalCommentPrimaryLanguage, ReportCardPrincipalCommentSecondaryLanguage, ReportCardDeputyPrincipalCommentPrimaryLanguage, ReportCardDeputyPrincipalCommentSecondaryLanguage within lmStudentSubjects - Added fields Grade and Year within lmTermMarks 
 
   
 Join the People and Learning Management Datasources (#138311) 
 Problem 
 
 Email and MobileNumber details of the Teachers are required within StudentSubjects  
 
   
 Solution 
 
 Added Email and MobileNumber details for Teachers within lmStudentSubjects 
 
   
 
 Identity and Authorisation 
 Support Users Superceding Impersonated User when Original User's Actions are Logged in Audit Trail (#136700) 
 Problem 
 
 When a user has support enabled, they have a user claim as a support email. Now, when the identity claim result is created and sent back, a check is done for this claim and within db entity, changes edited user is overwritten if there is a support email claim present.  
 
   
 Solution 
 
 Add an Item context value that, when the normal login flow is taken, to not readd the support email claim 
 
   
 
 Report Builder 
 Resolved the curl file with null not populated  
 Problem 
 
 When generating a curl file, the people group can be null, but it does not generate null  
 
   
 Solution 
 
 Correct code to default to null as other fields 
 
   
 Permission (#136411) 
 Problem 
 
 A check exists to update the show people group if the source allows it, but another update overwrites this field as it defaults to false, should no value be provided  
 
   
 Solution 
 
 Add a change to make UI update pass in a null bool and check within the domain to update or not 
 
   
 
   
   
   
  

Version 9.1.194.1 (Support Release - 13 November 2025)
Performance Management 
 Time out while doing performance reviews (#140297) 
 Problem 
 
 The lock backdrop stays on the page after clicking the Continue button; contract locking is not working properly 
 
   
 Solution 
 
 Extend the timeout period if the button is clicked, and handle the backdrop accordingly 
 
   
 
 Imports 
 MultiV8 Userimport Investigation and corrections (#139670) 
 Issue 1 
 Problem 
 
 Valid emails are seen as invalid and rejected in the import 
 
   
 Solution 
 
 Updated EmailHelper to support RFC 6532 (EAI) and internationalised domain names (IDN), allowing Unicode characters in both local and domain parts. Improved regex patterns for local and domain validation, and expanded unit tests to cover a wider range of valid and invalid email formats, including Unicode, apostrophes, and domain literals. 
 
   
 Issue 2 
 Problem 
 
 Inactive tenants' rulesets are still processed even though the tenant is disabled 
 
   
 Solution 
 
 Include a join on active tenants when rulesets are selected to process 
 
   
 
 People Management 
 Add a new subject to the subject list and link it to a year, grade, alias, and colour (#135199) 
 Problem 
 
 The delete confirmation function on multiple administration pages, which does not require a reason from the user, is not working. 
 
   
 Solution 
 
 The backend logic handler has been fixed to ensure that modals without a user reason still function properly. 
 
   
 
  

Version 9.1.194 (4 November 2025)
Organisational Structure 
 When viewing the linked positions, and you click on “ALL”, it only seems to show filled positions (#137435) 
 Problem 
 
 Org was not clickable to view positions linked to org after the styling changes  
 
   
 Solution 
 
 Ensure that the org level is still clickable so that the positions for that org level can be viewed 
 
   
 
 Translations 
 Translation not mapped to the message indicating password requirements (#139039) 
 Problem 
 
 Some of the translations for IdentityErrors are displaying the code/key instead of the actual message.  
 
   
 Solution 
 
 Set the localizer to use the description/message instead of the code. Also fixed an issue where the wrong error was being shown.  
 
   
 
 Job Management 
 Incorrect Line Manager on Employee Profiles (#139500) 
 Problem 
 
 An incorrect join was made from the reporting line ID instead of the user ID, as well as a missing Reporting line type  
 
   
 Solution 
 
 Add change to include reporting line type as well as correct join 
 
   
 When viewing the linked positions, and you click on “ALL”, it only seems to show filled positions (#137435) 
 Problem 
 
 When selecting Vacant positions, the position details are displayed, but once under ALL, the position is displayed with the user in that position reason being that the appointment has ended, and hence why it is vacant, but under all, it shows the user details still  
 
   
 Solution 
 
 Update the logic check to include check to also not show user details when the end date has been reached 
 
   
 
 Performance Management 
 Unable to import templates when VB and LB sections are enabled (#137921) 
 Problem 
 
 Front-end logic check was made to allow VB and LB section items on import  
 
   
 Solution 
 
 Remove and correct section items 
 
   
 
 People Management 
 V9 We're sorry, screen when updating Reporting Lines (#139393) 
 Problem 
 
 After appointing a person and editing the reporting lines, the user receives an unauthenticated error due to the people group check on the edit page. The default language error occurs repeatedly and fails silently. Error when executing service method \u0027GetRulesetDefaultLanguageAnonymous\u0027.","Exception":"System.InvalidOperationException: Sequence contains no elements\n  
 
   
 Solution 
 
 Introduces TempData["ByPassUserActiveInPeopleGroupValidationCheck"] = true before redirects in PeopleController to bypass user active group validation checks. Also updates RulesetQueries to return a default language if none is found, improving robustness. 
 
   
 
  

Version 9.1.193 (4 November 2025)
Imports 
 Staging process speed for large imports (#138277 & #138471) 
 Problem 
 
 The materialisation during the import is inconsistent overall in the service Error due to concurrency in identity when creating users.  
 
   
 Solution 
 
 Replaces BatchUsersEventConsumer with BulkMaterialiseUsersEventConsumer across multiple services, updating integration event contracts and related logic. Adds ListMaterialisedUsersAnonymous gRPC streaming endpoint and supporting proto definitions. Implements extended user materialisation queries and refactors import and identity user creation logic for improved bulk operations. Removes obsolete consumers and updates service registrations accordingly. 
 
   
 User data import, which was completed with errors, does not have entries in the error log (#137384) 
 Problem 
 
 Change implemented in V8 to sync errors and transactions back to V9, but the V9 transaction does not include the message 
 
   
 Solution 
 
 Include a message property to be passed down, not to default to null, but to populate 
 
   
 
 People Management 
 Styling Changes (#139280) 
 
 Remove padding on the left of the tree view 
 The screen that is split in two - make the tree view section larger - at least 40% 
 On the right table, make the termination date column smaller. 
 Perhaps move the job title underneath the position title and only display when they differ from one another 
 Tree view, where it says "10 People", would rather have an icon? Display the entire section with icons, and when hovering, display it as it is now. 
 Add space between the Org name and the left bracket currently: "Org Level(10...)" 
 The main idea is to save space on the tree view 
 
   
 Add padding between icon and word (#138778) 
 Problem 
 
 There is no margin between the icon and text on the button link slider on the Add/Edit People tab of the People Management tab.  
 
   
 Solution 
 
 Added a small margin between the icon and text in the button link slider component (should now be fixed in all future occurrences of the ButtonLinkSlider component. 
 
   
 
 Performance Management 
 Sanitise Period name when configuring phase dates (#137977) 
 Problem 
 
 Text is showing encoded string values  
 
   
 Solution 
 
 Make use of the sanitise text helper to correct text 
 
   
 Calculations are not correct when mapping is in descending order (#138717) 
 Problem 
 
 When die values are identified in a reverse order, an operation was missed to validate an exact value, as well as when a 0 exists with an excluded rating, an index could not be determined because the null scores are converted to 0 as well, which is selected  
 
   
 Solution 
 
 Implement a change to correct the operation, as well as ensure the score is not null to exclude the excluded ratings from the index being found on the score 
 
   
 Auto-copy the objectives setting is not working as expected (#137438) 
 Problem 
 
 The auto-copy does not function as expected. When auto-copying, it must only copy the contract state (approved / in progess) if the contract is within the same year when being auto-copied. It should not auto-copy from the previous year, nor can it find the immediate preceding review period's contract  
 
   
 Solution 
 
 Changed functionality to indicate when it should copy the contract state. Added a new helper icon and detail to the settings page to detail how the setting works. 
 
   
 Unable to import templates when VB and LB sections are enabled (#137921) 
 Problem 
 
 When importing templates and a weight is entered with a decimal separator, it is thrown if not in the correct culture separator 
 
   
 Solution 
 
 Add a change to do Invariant as the other validation checks 
 
   
 
 Dashboards 
 [More Insights][Span of Control] Reporting lines on levels (#138469) 
 Problem 
 
 The treeview for the span of control was displaying terminated/inactive subordinates. The job title pill for each user disappeared after opening the second level of the treeview.  
 
   
 Solution 
 
 Changed SQL query to not include terminated users. The terminated users are responsible for the users who don't have the job title, so it fixed both issues. Added some fallback logic for the job title and reporting lines. 
 
   
 
 Organisational Structure 
 [Org] Add a whitespace between the org name and the bracket (#139051) 
 Problem 
 
 The org name and org details were crammed against each other. 
 
   
 Solution 
 
 Added a whitespace after the org name.  
 
   
 
 Tenant Management 
 Sorting according to "System Close Date" is not working correctly (#139195) 
 Problem 
 
 Sorting according to "System Close Date" is not working correctly  
 
   
 Solution 
 
 Ensure you can sort properly on the system close date on the index page 
 
   
 
 Learning Management 
 Signify Training Requirement Matrix (request) (#137957) 
 Problem 
 
 In the grid component, columns are used with a select search, but the search only allows starting with in which can not search for contains. 
 
   
 Solution 
 
 Implement a new change to adjust and allow content search 
 
   
 Misalignment of icons (#138397) 
 Problem 
 
 Icons on the "Module-Specific Functions" dropdown were unaligned. 
 
   
 Solution 
 
 Fixed alignment. 
 
   
 
 Content Management 
 Digital signing - remove the unsigned document when signing is completed successfully (#135508) 
 Problem 
 
 The managed content document deletion does not correctly call the V8 delete document api. Additionally, it also tries to delete the Signed Document contentId, which it should not do. 
 
   
 Solution 
 
 Change the call to V8 to be exact, delete the method and change how parameters are sent through. Adapt the query that fetches content to delete to exclude the signed document.  
 
   
 
 Communication Portal 
 [HR Processes] No pulsing dot on notification envelope (#136264) 
 Problem 
 
 Pulsing dot not removed when viewing tab content 
 
   
 Solution 
 
 Clear the pulsing dot after a few seconds after opening the tab for which there was a notification 
 
   
 
 Virtual Tour 
 View Virtual Tour button removed when 'do not display again' is selected (#137842) 
 Problem 
 
 The query is considering the user opt-out when calculating the virtual tour ID, in which it gets removed once the user has opted out, which does not allow the user to view the virtual tour again 
 
   
 Solution 
 
 Add a change to return both checks and do the calculation on Fronted if it needs to be viewed on page render, else return the ID so the user can still view by clicking the view virtual tour 
 
   
 
 Data Warehouse 
 V9 PM Reports Yes/No instead of True/False (#137778) 
 Problem 
 
 There are "Yes" and "No" fields required within the DWH 
 
   
 Solution 
 
 Added field ActiveText within accUsers 
 Added fields ItemsStartedText, ItemsApprovedByUserText, ItemsApprovedByManagerText, UserScoreApprovedText, ManagerScoreApprovedText and FinalScoreApprovedText within pdmContractPeriods 
 Added field TrainingRequiredText within pdmContractPeriodActionPlans 
 
   
 
 Exports 
 When the error log is exported, the wrong file is downloaded (#137754) 
 Problem 
 
 An incorrect base URL was used, which caused a blank redirect 
 
   
 Solution 
 
 Correct the URL base path being retrieved, and make use of fire and forget to trigger after a second to complete the first request 
 
   
 
  

Version 9.1.192 (4 November 2025)
Dashboards 
 Main Dashboard: Disabled Widgets not Available to Enable (#138926) 
 Problem 
 
 The widgets which were set to inactive do not show up on the manage widgets page. This makes it impossible for managers to activate a widget again. 
 
 
 Solution 
 
 Passed null for the active property to ensure all widgets show; this allows admin users to toggle inactive widgets back to active. Please Note: - This logic does not affect the main dashboard frontend; only active widgets are displayed there. 
 
 
 [Main Dashboard][Custom Dashboard]: When 1 button is specified the system does not span the full width (#138308) 
 Problem 
 
 When 1 button is specified, the system does not span the full width. 
 
 
 Solution 
 
 Ensure that 1 button does span the full width and 2 buttons share the width equally. 
 
 
 
 Job Management 
 An error occured during an import (#137904) 
 Problem 
 
 On some cases, data received from Sage has empty appointment data in which the code logic handles this as a new appointment. To do this, it terminates the previous position  
 
 
 Solution 
 
 Implement a pre-import step to try and update the user appointment details from an active appointment 
 
 
 
 Exports 
 [Imports][Admin User][Export Errors] When error log is exported, wrong file is downloaded (#137754) 
 Issue 1: 
 Problem 
 
 When navigating, the location is set to the URL being auctioned instead of the href value 
 
 
 Solution 
 
 Implement a fix to correct the href 
 
 
 Issue 2: 
 Problem 
 
 Development that was implemented to automatically download once an export has been made was only implemented on imports, as well as the query that always only took the last export file, regardless of selection 
 
 
 Solution 
 
 Extend SignalR to include a new message with an action URL that will be called upon receipt. 
 
 
 [Exports] Import error and Validation reports generated twice (#138132) 
 Problem 
 
 An event handler is attached to the document button click event, but not detached first, which causes multiple triggers  
 
 
 Solution 
 
 Remove the event handler before adding a new one 
 
 
 
 Data Warehouse 
 Create raw data data source for logins (#138394) 
 Issue 1: 
 Problem 
 
 Fields ReasonForCalibration and 360EvaluationScore are required within DWH 
 
 
 Solution 
 
 Added field ReasonForCalibration within pdmContracts, pdmContractPeriods and pdmContractSurveys 
 Added field 360EvaluationScore within pdmContractSurveys 
 Added field OverallFinalRatingScore within pdmContracts 
 
 
 Issue 2: 
 Problem 
 
 Some fields are not required within accUserLogins, as it only needs to return the raw data 
 
 
 Solution 
 
 Removed unnecessary fields from accUserLogins that are not raw data related 
 
 
 Report Builder: Join the People and Learning Management Datasources (#138311) 
 Problem 
 
 New DataSourceJoins are required between People - and Learning Management 
 
 
 Solution 
 
 Added new DataSourceJoins between People - and Learning Management 
 
 
 Training Matrix - Refresh (#138477) 
 Problem 
 
 All the data within the lmEmployeeTrainingRequirementsMatrix would be truncated due to the Date Filter that was added within the Insert Query Step  
 
 
 Solution 
 
 Adjusted Delete to only delete records within the lmEmployeeTrainingRequirementsMatrix if it exists within the Staging table 
 
 
 New Scorecard Status Report | Unapproved Score (#138289) 
 Problem 
 
 The field FinalScoreBeforeApproval returned the results without taking PerformanceMaxRating into consideration 
 
 
 Solution 
 
 Adjusted field FinalScoreBeforeApproval to include PerformanceMaxRating  
 
 
 
 Performance Management 
 [PM] [Review Setup] [Templates] Unable to import templates when VB and LB sections are enabled (#137921) 
 Problem 
 
 With the new sections being able to be imported for templates, when a client has a different translation for that section name, it throws an exception as the backend could not map get the correct enum value as it was not parsed in the validation checks 
 
 
 Solution 
 
 Add a change to map back from the translation to the correct enum section to be handled and updated correctly in the backend 
 
 
 User get logged out (#138398) 
 Problem 
 
 The system’s lock and idle warning logic caused repeated warning modals and incorrect lock behaviour. Clicking “Continue” did not properly refresh the lock, and navigating into or away from a resource could leave it incorrectly locked or unlocked. These issues were caused by mixing lock acquisition, idle checks, and timers, leading to stale state being used and cleanup logic interfering with new sessions.  
 
 
 Solution 
 
 Separate the idle warning logic from lock acquisition so the warning only appears when the lock is truly near expiry, and ensure clicking “Continue” refreshes the lock without resetting it. Unlock the resource on navigation or unmount only if the lock is actively held and not already being released, preventing conflicts with new sessions. Maintain a single source of truth for the lock state so timers always operate on up-to-date information. This ensures predictable locking, proper idle warnings, and safe unlocking when leaving a resource. 
 
 
 [PM] [Review Setup] Sanitise Name and Description text fields (#137277) 
 Problem 
 
 Input text is not sanitised when adding special characters, and the encoding is displayed  
 
 
 Solution 
 
 Make use of the newly implemented control  
 
 
 [PM] [Dashboard] Mapping descriptions shown for all periods if only one has been enabled (#137916) 
 Problem 
 
 When a mapping item has been configured for only a certain period, when there is none for another period, it shows no rating, as a check is done if there are only mappings and not mapping specific to that contract period 
 
 
 Solution 
 
 Add a  change to the method to determine the mapping to extend and return if there was a mapping identified  
 
 
 [PM] [Agreement] [Action Plans] Action Plan items from deleted contracts displayed when you copy from a previous year (#138337) 
 Problem 
 
 Action plan items of deleted contracts get retrieved to be listed for copy selection 
 
 
 Solution 
 
 Add a check to the query to exclude deleted contracts 
 
 
 [PM] [Agreement] [Action plan] Cannot tag an Action plan item in a message to the person (#138144) 
 Problem 
 
 When clicking the tag message for the communication chat, the action plan item is not being displayed 
 
 
 Solution 
 
 Correct the value being retrieved and sent through 
 
 
 [PM] [Review Setup] [Templates] Unable to import templates when VB and LB sections are enabled (#137921) 
 Problem 
 
 New validation was implemented to allow key components and stretch targets, and validation was done for valid sections, but preview sections were not included hence why it threw the error 
 
 
 Solution 
 
 Add section names for validation check 
 
 
 Year dropdown is not populated on the moderation screen (#138651) 
 Problem 
 
 The retrieval of active review years for Moderation takes too long 
 
 
 Solution 
 
 Add missing filters for PM Materialised People Group users 
 
 
 
 Imports 
 Missing Employee and Leave Approval Issue (#138345) 
 Problem 
 
 Payspace pull fails when users without reporting lines exist for the users with the same username being pulled from Payspace 
 
 
 Solution 
 
 Updated manager data selection logic to safely handle null ReportingLines and ManagerUsername values, ensuring exported manager lists are never null and usernames default to empty strings if missing. 
 
 
 Change V9 PM 360 Evaluation Scores Import To Use Alternate Calculation (#138498) 
 Problem 
 
 The scores shown on PM for value surveys that were imported from Employee Evaluations differ to the scores when viewed on the 360 Manager / Employee Reports. This is because 2 separate calculations are done, which return two different answers. 
 
 
 Solution 
 
 Change the 360 Survey scores SP to do the same calculation as is done on the 360 Manager / Employee Report  
 
 
 
 HR Processes 
 [HR Process][End User][Search] Unable to search for multi-word phrase (#137367) 
 Problem 
 
 When searching multiple words a space is inserted in which when sent through the query is not encoded which throws the words after the space away 
 
 
 Solution 
 
 Encode the search term before sending through 
 
 
 
 Ruleset Management 
 Help File Migration (#134427) 
 Problem 
 
 Migrate large user guides from production to be deployed to all clients. 
 
 
 Solution 
 
 Introduces a PowerShell script for exporting user guide upsert statements and adds a new Entity Framework migration for seeding user guide data in the Account service. These changes support improved management and deployment of user guide content.

Version 9.1.191 (4 November 2025)
People Management 
 Reset password message wrapping (#127977) 
 Problem 
 
 On the screen below, the “?” must be directly after the email address so that it does not wrap. 
 
 
 Solution 
 
 Prevent the "?" after the email address from wrapping by adding an HTML line break in the translation. Also centred email text. 
 
 
 Auto Docs Place Holders | Add employee address & Work location (#137612) 
 Problem 
 
 When the user toggled has been selected to use residential for postal, the check was reversed as postal for residential was checked  
 
 
 Solution 
 
 Correct the logic factor 
 
 
 [Virtual Tours][End User][Display] 'Do not show' on a ruleset has no effect - VT falls back to RS1 regardless (#138237) 
 Problem 
 
 When a ruleset has changed its setting to Do Not Show, the query would remove the tour from the filtered list and default to the default tour identified as well as when all the slide toggles are off, it will have no tour being identified to the ruleset and will default back to the ruleset 1  
 
 
 Solution 
 
 Refactor the query to select the tours identified, and only afterwards apply the rules as when from within the base it will be removed and the default rule will be applied. 
 
 
 Reporting line fields - user should not be able to type (#135254) 
 Problem 
 
 It is currently possible to type anything in the fields and then click save - nothing is saved, but the user should not be able to type in these fields.  
 
 
 Solution 
 
 Prevent the user from typing in the reporting line input fields. 
 
 
 
 Dashboards 
 [More Insights][Span Of Control] Reporting Lines on Hover changes (#138354) 
 Problem 
 
 The tooltip of the reporting lines on the span of control page had readability issues.  
 
 
 Solution 
 
 Change the text color to white and make the first ManagerType bold in the tooltip. 
 
 
 
 Notifications 
 Content Server not available message shown when hovering over the Open or Processing icon (#138202) 
 Problem 
 
 The description stipulates that no Export should be downloaded, but when I hover over the icon, the tooltip gives the impression that this is a feature, but that the Content Server is not available.  
 
 
 Solution 
 
 Don't show Content Server tooltip for "Open or Processing" notification counts. 
 
 
 Test Notification is not being registered as 'Open or Processing' (#138358) 
 Problem 
 
 "Open or Processing" notification counts aren't correct.  
 
 
 Solution 
 
 Fixed "Open or Processing" notification count. 
 
 
 Add unprocessed email count on import stats count (#136281) 
 Problem 
 
 On the notification statistics, a user cannot see how many emails have been queued for processing, making it impossible to know if there are still emails not yet sent. 
 
 
 Solution 
 
 Add a counter next to the failed count of Email and SMS, indicating the total emails in the ToBeSent table with the status Open or Processing 
 Add the same counter next to system messages. 
 When the counter is clicked, no report should download 
 Make the counter colour the warning orange colour. 
 
 
 PM Send email notification to employee when contract was moderated (#137237) 
 Problem 
 
 New development request to send a notification when the user's performance contract has been moderated.  
 
 
 Solution 
 
 Added new template and event codes for Moderation Finalised. Call the notification event when moderation is approved. 
 
 
 [Notifications][Admin User][Pagination] Signibot icon overlaps the Next pagination link on the Notifications page (#137152) 
 Problem 
 
 The Signibot icon overlaps the Next pagination button at the bottom of the Imports tab page. 
 
 
 Solution 
 
 Move up the Signibot icon when on the Imports tab page so that it doesn't overlap the Next pagination button. 
 
 
 [People Management] Reporting line fields - user should not be able to type (#135254) 
 Problem 
 
 The Signibot icon overlaps the Next pagination button at the bottom of the Imports tab page.  
 
 
 Solution 
 
 Move up the Signibot icon when on the Imports tab page so that it doesn't overlap the Next pagination button. 
 
 
 Tenant Creation Stuck (#137965) 
 Problem 
 
 ImportApi registration is missing from the notification service. Import error notifications are not sent from the Import Api.  
 
 
 Solution 
 
 Register import api on Notification Service Helm Charts 
 
 
 
 Performance Management 
 PM Text not fitting on start button (#138326) 
 Problem 
 
 When the text for the dashboard buttons is too long, it gets cut off since the button text does not wrap  
 
 
 Solution 
 
 Removed no-wrap from the button to allow the text in the button to wrap  
 
 
 New Scorecard Status Report | Unapproved Score (#138289) 
 Problem 
 
 Clients need to "running" score displayed on the dashboard & final score gauge on the front end to be displayed on the reports. This score is only saved to the DB after the ratings are approved.  
 
 
 Solution 
 
 On the item rating, when the running score is calculated, save the value to a new unapproved final score field.  
 
 
 Cursor on Templates (#135274) 
 Problem 
 
 The cursor when hovering over the "Select items from the list" data table rows needs to be changed from the default to a pointer. 
 
 
 Solution 
 
 Added a CSS class that accesses the tr's for the table. Inline styles/classes are not an option as the rows are added dynamically. 
 
 
 
 Data Warehouse 
 New Scorecard Status Report | Unapproved Score (#138289) 
 Problem 
 
 Field FinalScoreBeforeApproval is required within pdmContractPeriods for DWH 
 
 
 Solution 
 
 Added field FinalScoreBeforeApproval within ContractPeriods for DWH 
 
 
 Employees not appearing on Performance Report (#137870) 
 Issue 1: 
 Problem 
 
 The step "Delete Non-Source jpAppointments Entries" failed due to SQL Syntax Error  
 
 
 Solution 
 
 Corrected the SQL error within step "Delete Non-Source jpAppointments Entries" 
 
 
 Issue 2: 
 Problem 
 
 The package step JobTitle Exclusions is not required anymore since the field IsJobTitleExcluded is available within accUsers  
 
 
 Solution 
 
 Deleted "JobTitle Exclusions" step within the DWH package 
 
 
 Add new datasource Document Statement (#136915) 
 Problem 
 
 Field IsAttached is required within UserFiles 
 
 
 Solution 
 
 Added field IsAttached within UserFiles 
 
 
 Adjustments that need to be made within LearningManagementReport (#137761) 
 Problem 
 
 The field IsJobTitleExcluded did not upgrade correctly if it was previously set to true 
 
 
 Solution 
 
 Added an extra step to update the field IsJobTitleExcluded firstly to NULL before updating it to either true or false for all the users within accUsers 
 
 
 
 Imports  
 Materialisation not working for large imports (#138131 & #138277) 
 Problem 
 
 People groups are not rematerialized after user import. User staging takes excessively long to stage 
 
 
 Solution 
 
 Change materialisation from the import to ensure all calculated people groups are rematerialised after the import. Implement bulk copy during duplication check for the staging queue and delete duplicates using Dapper. 
 
 
 Queued imports do not start (#137945) 
 Problem 
 
 New functionality has been implemented to queue imports, but in the services it makes call to the import service to get the latest import, in that method no new update was done to calculate the correct import as there is a new seperate method created for queued imports to be identfied 
 
 
 Solution 
 
 Correct the method getActiveImport to take into account the calculation for queued imports 
 
 
 Rename Export/Import (#135253) 
 Problem 
 
 The nav item under "Module-specific functions" called Export/Import needed to be renamed to "Import". 
 
 
 Solution 
 
 Used "import" translation instead of "exportImport" translation. 
 
 
 Cannot queue an import if one has already been staged (#136401) 
 Problem 
 
 When an import is queued, a restriction is returned indicating that another import can not start until the previous has finished 
 
 
 Solution 
 
 Make use of the extended development done for API imports to extend to frontend imports. 
 
 
 Make email address validation more robust (#128949) 
 Problem 
 
 Currently, an email is validated within normal regex, as well as a check is done on a valid email address for 350 characters, whereas the import staging table column only allows 200 characters  
 
 
 Solution 
 
 Implement a new valid method for Emails returning a valid error message to stop the import within the UI, and provide user user-friendly message. Implement unit tests as well to cater for all scenario checks 
 
 
 [Imports] Bulk Imports Failing on 10K, 20K & 50K Users to Import (#132261) 
 Problem 
 
 The position code is not imported during user imports  
 
 
 Solution 
 
 Corrects property assignments in ImportUsersEventConsumer, ensuring PositionCode and OrgLevelX.ExternalId use the correct user properties—updates ImportPositionsCommandHandler to use collection expressions for requestPositions initialisation, improving code clarity and correctness. 
 
 
 
 System Access 
 SQL Job Failed [Email Ref: 218829] (#138355) 
 Problem 
 
 A user with many subordinates is unable to log in  
 
 
 Solution 
 
 Replaces batched IN clause for user ID filtering with a temporary table and SqlBulkCopy for improved performance and scalability. This change enables more efficient handling of large user ID lists in SQL queries. 
 
 
 
 Organisational Structure 
 Change wording on Org structure Filters (#137332) 
 Problem 
 
 Naming for labels on the button link slider on the Org Structure needs to be changed. 
 
 
 Solution 
 
 Changed translations for button link slider items. 
 
 
 
 Identity and Authorisation 
 Trim username and password (#135269) 
 Problem 
 
 Username and password needs to be trimmed upon login, so when pasting a password or username with leading/trailing whitespaces, the login does not fail. 
 
 
 Solution 
 
 Trim password and username upon user login. 
 
 
 
 Tenant Management 
 Add Comment field (#133408) 
 Problem 
 
 The comment field needed to be added for the tenant edit page. A tooltip displaying a comment needed to be added for each tenant on the tenant list page. 
 
 
 Solution 
 
 Created migration for the comment column, added a text area in the tenant edit page. Added a tooltip on the tenant list page. 
 
 
 
 Salary Review 
 Import the performance overall final scores of a specific review to a selected salary review period (#136322) 
 New Functionality 
 
 Add import of performance scores from V9  
 
 
 
 Job Management 
 Access the V8 menus on V9 (#136363) 
 New Functionality: 
 
 Requirements tab is now only visible if the Job Profiling product has been purchased  
 Resolved nav menu being pushed and removed job requirements nav parent tab menu 
 
 
 
 Ruleset Management 
 Cannot edit templates published from ruleset 1 (#137276) 
 Problem 
 
 The template unread communication messages can not be edited, should a ruleset want to change the schedule 
 
 
 Solution 
 
 Alter the template to make not non-read-only to allow for changes and updates template

Version 9.1.190.3 (Support Release - 21 October 2025)
Imports 
 Missing Employee and Leave Approval Issue (#138345) 
 Problem 
 
 Payspace pull fails when users without reporting lines exist for the users with the same username being pulled from Payspace 
 
 
 Solution 
 
 Updated manager data selection logic to safely handle null 
 ReportingLines and ManagerUsername values, ensuring exported manager lists are never null and usernames default to empty strings if missing. 
 
 
 
 Notifications 
 PM Send email notification to employee when contract was moderated (#137237) 
 Problem 
 
 New development request to send a notification when the user's performance contract has been moderated. 
 
 
 Solution   
 
 Added new template and event codes for Moderation Finalised. Call notification event when moderation is approved. 
 
 
 
 Performance Management 
 The Year dropdown is not populating (#138651) 
 Problem 
 
 The retrieval of active review years for Moderation takes too long 
 
 
 Solution 
 
 Add missing filters for PM Materialised People Group users

Version 9.1.190.2 (Support Release - 15 October 2025)
Imports 
 Improve people group sync and import duplicate removal (#138131 & #138277) 
 Problem 
 
 People groups are not rematerialized after user import 
 User staging takes excessively long to stage 
 
   
 Solution 
 
 Change materialisation from the import to ensure all calculated people groups are rematerialised after the import. 
 Implement bulk copy during duplication check for the staging queue and delete duplicates using Dapper. 
 
   
 
  

Version 9.1.190.1 (Support Release - 14 October 2025)
Performance Management 
 New Scorecard Status Report | Unapproved Score (#138289) 
 Problem 
 
 Clients need to "running" score displayed on the dashboard & final score gauge on the front end to be displayed on the reports. This score is only saved to the DB after the ratings are approved. 
 
   
 Solution  
 
 On the item rating, when the running score is calculated, save the value to a new unapproved final score field. 
 
   
 
 System Access 
 SQL Job Failed (#138355) 
 Problem 
 
 A user with many subordinates is unable to log in 
 
 Solution 
 
 Replaces batched IN clause for user ID filtering with a temporary table and SqlBulkCopy for improved performance and scalability. This change enables more efficient handling of large user ID lists in SQL queries. 
 
   
 
 People Management 
 [Virtual Tours][End User][Display] 'Do not show' on a ruleset has no effect - VT falls back to RS1 regardless (#138237) 
 Problem  
 
 When a ruleset has changed its setting to Do Not Show, the query would remove the tour from the filtered list and default to the default tour identified as well as when all the slide toggles are off, it will have no tour being identified to the ruleset and will default back to ruleset 1 
 
   
 Solution 
 
 Refactor the query to select the tours identified, and only afterwards apply the rules, as when from within the base it will be removed, and the default rule will be applied. 
 
   
 
 Imports 
 Bulk Imports Failing on 10K, 20K & 50K Users to Import (#132261) 
 Problem  
 
 The position code is not imported during user imports 
 
   
 Solution 
 
 Corrects property assignments in ImportUsersEventConsumer, ensuring PositionCode and OrgLevelX.ExternalId use the correct user properties—updates ImportPositionsCommandHandler to use collection expressions for requestPositions initialisation, improving code clarity and correctness. 
 
   
 
  

Version 9.1.190 (13 October 2025)
Dashboards 
 Ripple effect when selecting an image for a banner (#137261) 
 Problem 
 
 There is a ripple effect when selecting an image for the banner. 
 
   
 Solution 
 
 Removed ripple effect when selecting an image for the banner. 
 
   
 
 People Management 
 Disability dropdown not showing (#137946) 
 Problem 
 
 There are 2 different disability toggles and lists in which are shown under the tab content of Summary as well as Profile, in which it does not toggle the visibility correctly accordingly to the view selected 
 
   
 Solution 
 
 Add a change to find the parent row container and the correct list ID to toggle the visibility 
 
   
 
 Data Warehouse 
 Adjustments that need to be made within LearningManagementReport (#137761) 
 Problem 
 
 Adjustments are required within lmTermResults and lmStudentSubjects for Student Reports  
 
   
 Solution 
 
 Resolved calculation issue for Scores within StudentSubjects due to rounding that already occurs within the first calculation  
 Added Step to update Score fields to blank for cases when Students only have 0 marks for a whole term within StudentSubjects 
 Reduced the manual updates within StudentSubjects 
 Updated the Promotion Status Calculation for Grade 7 - 12 to resolve issues where it had not been calculated correctly within TermResults 
 Reduced the manual updates within TermResults 
 
   
 Training Matrix - Refresh (#137719) 
 Problem 
 
 The @ReferenceDate has been commented out for lmEmployeeTrainingRequirementsMatrix which can cause performance issues 
 
   
 Solution 
 
 Added @ReferenceDate within the source script for EmployeeTrainingRequirementsMatrix to improve DWH performance 
 
   
 
 Imports 
 Improvements to the user imports performance and implementation of batch processing (#131379; #135967; #136136) 
 Problem 
 
 The performance when importing more than 6K users is abysmal 
 When staging user import directly in the DB the pre-import validation is skipped. 
 When importing positions without codes, a new position is created with every import. 
 When an import is busy processing it is impossible to track the progress 
 When updating the user's details on the profile, the payroll id is cleared, causing the username not to update when synced again from Payspace 
 When the username, ID number or employee code's case differs from the existing DB case, the usernames are not updated and a new user is created. 
 When importing user data the update delays the import 
 When importing the org structure with many changes, the import takes an excessive time  
 
   
 Solution 
 
 When data is staged directly in the DB, validate the data before starting the import 
 Ensure that the payroll ID is not cleared when a user's profile is edited on the front end. 
 Allow updating username using the payroll ID, ensure matching on username, ID number, and employee code is case insensitive when updating usernames. 
 Ensure the payroll ID is always imported for new and existing users 
 Implement bulk processing for the org structure, job profile and positions 
 Improve matching of existing job profiles when importing job profiles and positions 
 Remove the userdates update and replace it with a streamlined update for performance 
 When importing a position without a code and title, ensure the position is mapped to the current position of the user, rather than creating a new position with every import 
 Add import logs in the service to keep track of running processes 
 Implement batch processing per service of 5K users per run 
 Add detail exception logging when importing org nodes 
 Remove concurrency stamp when creating users 
 
   
 
  

Version 9.1.189 (13 October 2025)
Tenant Management 
 Tenant Subscriptions (#137663) 
 Problem 
 
 When the Core package is included in a Pay as you Use subscription (included by default), Standard Reports are excluded on renewal 
 
 
 Solution 
 
 Include Standard Reports in the Core subscription of Pay-as-you-Use clients 
 
 
 
 Notifications 
 Check-In deadline for Final Review (#137902) 
 Problem 
 
 Terminated users are included in the recipient list for PM deadline notifications. 
 
 
 Solution 
 
 Exclude users who do not have an active appointment from being included in the results of contracts that are approaching their deadline. 
 
 
 Training Intervention import does not show progress on the Imports tab (#134550) 
 Problem 
 
 Integration Imports are not logged on the Notification Imports view:
 
 Cost Descriptions  
 Training Interventions  
 Pathway Groups  
 Training Intervention Costs  
 
 
 
 
 Solution 
 
 Included a logging mechanism for these imports on the Learning Management Module 
 
 
 Ruleset email configuration (#136875) 
 Problem 
 
 Email from address is case sensitive 
 
 
 Solution 
 
 A small update was made to the email validation logic in the `EmailSetupViewModel`. 
 The regular expression previously used for validating email addresses has been replaced with the built-in `[EmailAddress]` attribute, which provides more robust and standardised validation. 
 Replaced the custom regular expression for email validation with the `[EmailAddress]` attribute on the `FromEmail` property in `EmailSetupViewModel.cs` for improved accuracy and maintainability. 
 
 
 
 Identity and Authorisation 
 Tenant Creation Stuck (#137965) 
 Problem 
 
 Tenant and Ruleset Creation does not complete and remains stuck on creating administrator users. 
 
   
 Solution 
 
 Fix issue with user roles copy breaking due to having no context when calling anonymously during tenant creation 
 
 
 Learning Management 
 Assignment Management: Assessment Score to Pull to Marksheet (#137841) 
 Problem 
 
 When a learner's score on the Marksheet has been captured and overridden, the assignment score is added additionally to the response, resulting in 2 scores being returned. 
 
 
 Solution 
 
 Corrected the conditional check determining whether to use the score imported from the assignment or the overridden score. 
 
 
 
 Data Warehouse 
 Training Matrix - Refresh (#137719) 
 Issue 1: 
 Problem 
 
 Not all the lmEmployeeTrainingRequirementsMatrix are being added due to the date filter within the script  
 
 
 Solution 
 
 Adjusted the source script to return all non-deleted Training Requirements Matrix within DataSource EmployeeTrainingRequirementsMatrix 
 
 
 Issue 2: 
 Problem 
 
 The source query for EmployeeTrainingRequirementsMatrix will not return all the data due to the Date filter logic  
 
 
 Solution 
 
 Adjusted source query for lmEmployeeTrainingRequirementsMatrix to return TrainingRequirementsMatrix data for the current year 
 
 
 Request for access rights matrix (#137643) 
 Problem 
 
 New Datasource is required to store UserPermissions data 
 
 
 Solution 
 
 Added new Datasource jpUserPermissions 
 
 
 
 People Management 
 Save button disabled and Show default to be selected on open when ruleset does not have its own Virtual Tour (#137844) 
 Problem 
 
 A check is done, which does not allow the user to save a virtual tour if there are no slides added, which can lead to the user not selecting DO not Show virtual tour and save 
 
 
 Solution 
 
 Remove the logic check done for slide count and change the visibility default selection to show default, as this is the default rule. 
 
 
 More descriptive error to be shown when saving a Tour without slide details (#137846) 
 Problem 
 
 When adding a new slide with no content and saving, in the backend, this throws an exception as the body HTML is needed, but it is not a descriptive error  
 
 
 Solution 
 
 Implement logic check on the controller with the correct text error being returned 
 
 
 Tour shows after having set it to not show again (#137801) 
 Problem 
 
 When saving a virtual tour from the culture selection, it takes the user's signed-in locale instead of the selected locale 
 
 
 Solution 
 
 Correct the locale that is used to save the virtual tour 
 
 
 Add employee address & Work location (#137612) 
 Problem 
 
 The client wants to add the employee's address and physical work location to the placeholders so that it can be used in the auto-docs contract setup. 
 Currently, they have to type it in manually for each employee 
 
 
 Solution 
 
 Implement additional placeholders relating to user address details 
 
 
 
 Theme Management 
 Hanging banners not shown correctly (#137802) 
 Problem 
 
 When the primary colour is of a very light hue, the resulting tertiary colour exceeds 100% lightness and gets converted to white (#ffffff).  
 
 
 Solution 
 
 Add handling to ensure that the lightness/desaturation never exceeds 100% V9 Portion 
 
 
 
 Performance Management 
 Text Sanitation Changes '&' to '&' (#132912) 
 Problem 
 
 On the review setup template, the names were still not sanitised  
 
 
 Solution 
 
 Add the new tag helper to sanitise text 
 
 
 
 Translations 
 Language selection duplicated on drop-down (#135774) 
 Problem 
 
 Language options are shown in duplicate on the Login screen.  
 
 
 Solution 
 
 Remove duplicate language options from the language list returned from cache  
 
 
 Date picker format remains on English (SA) when changing to English (US) (#135930) 
 Problem 
 
 Date formats in localstorage was not updated immediately after changing language and logging in. This happened because a cookie was used to determine whether the date format was changed and if it should be updated in the local storage. But the cookie was set in the app controller, just before the user is authenticated, meaning it could not retrieve the correct language from the user claim (as it does not have access to the claim yet as the user is not authenticated), resulting in the fallback language being used, resulting in the incorrect date formats being calculated. 
 
 
 Solution 
 
 Rather set the date format cookie in the home controller (where the user is authenticated) and update the local storage directly from the cookie value (not necessary to retrieve manually anymore) if the cookie values was changed. 
 
 
 
 Auto-Doc 
 Username not pulling through (#137664) 
 Problem 
 
 Username placeholders in document templates display incorrect date values instead of the actual numeric usernames. This probably affects several places in the codebase because the cause is a commonly used method 
 
 
 Solution 
 
 Added a conditional check to respect the `parseOADates` parameter in the `ToSignifyDateTime()` method.

Version 9.1.188 (13 October 2025)
People Management 
 Virtual Tour not shown even though it has been set up on RS1 (#137702) 
 Problem 
 
 When a virtual tour does not exists for a ruleset, it must default to ruleset 1, and if it exists, the visibility type should determine which tour to display. Incorrect tours are being displayed based on the visibility type, as when a user opts out of their ruleset, the SQL falls back to ruleset 1.  
 
   
 Solution 
 
 Alter the SQL to apply the correct validation 
 
   
 
  

Version 9.1.187 (13 October 2025)
Auto-Doc 
 Error when attempting to create a document (#137677) 
 Problem 
 
 A general error is displayed when the content management service is unavailable while viewing a document. + Error messages are not displayed correctly with a snack on the front-end.  
 
   
 Solution 
 
 Display proper error when content management service is not properly configured when previewing document, + Improve error message display handling using a snack in the global ajax handler. 
 
   
 
 Data Warehouse 
 Request for access rights matrix (#137643) 
 Problem 
 
 The Disabilities did not return unique disabilities within accUsers 
 
   
 Solution 
 
 Adjusted source script for accUsers to return unique disabilities 
 
   
 KPI Weight percentage per section report (#137494) 
 Problem 
 
 Field Level3SectionItemWeightPerSection is required within pdmContractPeriodSectionItems 
 
   
 Solution 
 
 Added field Level3SectionItemWeightPerSection within pdmContractPeriodSectionItems 
 
   
 Term 3 report cards (#136081) 
 Problem 
 
 There was an issue with one subject's Afrikaans translation 
 The Promotion Status update for StudentSubjects showed as Passed of no Pass Mark were added 
 The Promotion Status did not calculate correct for certain cases within TermMarks 
 Marks needs to be adjusted manually within the lmstudentsubject  
 
   
 Solution 
 
 Corrected the translation for one Afrikaans Subject 
 Added a step to update the Promotion Status correctly for StudentSubjects if marks are certain range and no Pass Mark is added  
 Corrected the Promotion Status calculation for TermMarks 
 Added new tasks to update learner records manually 
 
   
 
 Content Management 
 Digital signing - remove the unsigned document when signing is completed successfully (#135508) 
 Problem 
 
 On V8 and V9, the unsigned document is kept when signing completes successfully. 
 This takes up double the hard drive space. 
 
   
 Solution 
 
 Set the content deletion date to be 7 days from the signed document creation. 
 Added a delete handler to remove the SignedDocument from the content server and unlink the entity. 
 As well as request deletion on V8 
 
   
 
 People Management 
 Unable to change the language (#137471) 
 Issue 1: 
 Problem 
 
 With the user guide logic, both view and edit are making use of the same content, which causes complications when switching languages, as well as when data is being saved. 
 The content listed has wrong logic regarding ruleset rules, which is already handled in the backend with a previous development fix.  
 
   
 Solution 
 
 Refactor the View Component to ensure it makes use of the correct view and edit forms, update UI to display as needed 
 
   
 Issue 2: 
 Problem 
 
 User guides that were created in the past in ruleset 1 did not take effect on the new changes to create sections 2 and 3 as well. A logic check was done to accommodate this, but only made a check for 0 and not 1, as every ruleset will have at least 1 section from historical data  
 
   
 Solution 
 
 Correct logic check to include the 1 section check 
 
   
 Issue 3: 
 Problem 
 
 When changing a language within the user guides, no reset of selection was done on the section editors, as well as when saving sections that were not marked as active because of logic that excluded active sections from being saved 
 
   
 Solution 
 
 Add a new clear method once a language is changed to reset the editors, as well as alter the logic to ensure the sections are saved from the main ruleset, as well as inactive sections 
 
   
   
 Update Tooltip text (#137333) 
 Problem 
 
 The translation for a tooltip needs to change. "Manage People" tab needs to change to "View/Edit" tab. 
 
   
 Solution 
 
 Change translations. 
 
   
 
 Administration 
 Access to admin pages (#137300) 
 Problem 
 
 Only ruleset and tenant admins have access to the Other Systems Admin menu 
 
   
 Solution 
 
 Grant all admins access to the menu 
 
   
 
 Performance Management 
 Display decimals when you click away from the rating field (#136644) 
 Problem 
 
 When doing a key-up stroke validation is done and converted to ensure a decimal place of '.00' is used, but this makes it difficult if one would want to type 2.03 as example, 
 
   
 Solution 
 
 Remove the enforced decimal place convert to when the user leaves the input after the full initial change happens 
 
   
 Evaluation Period not pulling through on V9 (#136272) 
 Problem 
 
 When doing a bulk recalculation on performance contracts, the user position is being returned, but because there is not value, the NULL operator breaks the return values 
 
   
 Solution 
 
 Implement change to default to blank string should the position be NULL 
 
   
 Improve error when copying from an incompatible Review Setup (#135623) 
 Problem 
 
 Error translations where missing for the one item of review year setup not found  
 
   
 Solution 
 
 Added missing translation 
 
   
 
 Communication Portal 
 No pulsing dot on notification envelope (#136264) 
 New Feature 
 
 Add general pulse notification by making use of integration events and implement for HR Processes. 
 
   
 
  

Version 9.1.186 (13 October 2025)
Imports 
 Auto download V9 export on complete (#136523) 
 Problem 
 
 Upon completion of exporting transactions/errors, an auto download of the file needs to be kicked off. 
 The success snack bar should remain visible until explicitly dismissed.  
 
   
 Solution 
 
 Snack lifetime duration increased to unlimited. 
 The download of the file is now automatically started upon completion of export. 
 
   
 
 Auto-Doc 
 Image uploaded when signing is shown overlapping placeholder fields (#135952) 
 Problem 
 
 When signing a document, the placeholder was not properly redacted. 
 
   
 Solution 
 
 Ensure that the signature placeholder is properly redacted first, before drawing the actual signature in the place of the placeholder. 
 
   
 
 Main Dashboard 
 Custom Dashboard Widget (#130585) 
 Features 
 
 Added the ability to create a custom widget to display on the Main Dashboard 
 Heading, description, and images can be added 
 2 buttons are available to be configured with custom URLs 
 
   
 
 Performance Management 
 Long period names go over the divider line (#136280) 
 Problem 
 
 When there is one word with no spaces, which does not cause a line break, it overlaps on the timeline, and the 20-character length for the ellipse does not break early enough before overlapping 
 
   
 Solution 
 
 Shorten the length from 20 to 15 to fit in 
 
   
 
 Data Warehouse 
 Add new Chats table to the DWH (#136913) 
 Problem 
 
 A new table, accChats, is required within the Data Warehouse 
 
   
 Solution 
 
 Created a new table, accChats within Datawarehouse 
 
   
 
 People Management 
 Virtual Tour: Add functionality to reset all statuses of "Do not Show again" (#136771) 
 Problem 
 
 An Admin cannot reset the "Do not show again" for users 
 
   
 Solution 
 
 Add a change to allow resetting all "do not display again" for users 
 
   
 
  

Version 9.1.185.1 (Support Release - 26 September 2025)
Integrations 
 Hide Next Cloud Password (#137532) 
 Problem 
 
 The Nextcloud password is available from the front-end and provides access to all client documents 
 
   
 Solution 
 
 Do not return the password to the front-end 
 Hide the password (eye) 
 Only save the Nextcloud details when all fields are completed 
 
   
 
  

Version 9.1.185 (22 September 2025)
People Management 
 Copy from default ruleset button missing (#137232) 
 Problem 
 
 Default ruleset check is only done if an active tour exists for the ruleset, which should check regardless, and incorrectly orders and shows the virtual tour if the current ruleset has a virtual tour  
 
   
 Solution 
 
 Correct the check to check for default, as well as correct the order by to determine the correct virtual tour to be displayed 
 
   
 Edit icon is hidden when the menu is open (#136900) 
 Issue 1: 
 Problem 
 
 The dropdown list is being rendered behind the padding of the section, which makes the last item not clickable when a section has content 
 
   
 Solution 
 
 Add a z-index to elevate the list items to be selected 
 
   
 Issue 2: 
 Problem 
 
 When the edit icon is clicked, a dropdown is given with options for a virtual tour or help page. The content pushes the view button when it is active  
 
   
 Solution 
 
 Implement a change to alter the styling to be displayed beneath the icon, and the width is adjusted 
 
   
 Issue 3: 
 Problem 
 
 When the icon is clicked to edit a virtual tour, the dropdown is displayed over the pencil icon, 
 
   
 Solution 
 
 Implement styling so that the list of selections is on the left if the icon is present, as well as change the toggle of the icon click 
 
   
 Delete Modal stays on screen after deleting a slide (#136902) 
 Issue 1: 
 Problem 
 
 When a slide gets deleted, it gets removed, and the delete modal fade gets toggled, as well as the delete modal closes  
 
   
 Solution 
 
 Because the hide already removes the fade, it gets toggled back, and the toggle fade as this is handled within the modal close 
 
   
 Issue 2: 
 Problem 
 
 When a slide is deleted, the delete modal does not disappear 
 
   
 Solution 
 
 Add a change to hide the delete modal once deleted 
 
   
 [People Management][v8 Menu Items] Extra space at the bottom (#136704) 
 Problem 
 
 When opening a v8 menu item, the right-hand frame is much smaller than the page, leaving some blank space at the bottom 
 
   
 Solution 
 
 Set the iframe height to the viewport height and subtract the height of all the other page elements besides the iframe itself. 
 
   
 Card styling issue when the user has a long Name and a long Job Title (#136407) 
 Problem 
 
 On certain test cases, the Job Title does not fill up the rest of the text lines left over by the Name. 
 
   
 Solution 
 
 Rather, use rounding instead of ceiling to more accurately calculate the number of lines occupied by the Name. Allocate 20 characters per line occupied by the title to more accurately determine the max text length used by the Job Title. 
 
   
 Labels showing after click (#136901) 
 Problem 
 
 When a slide is reordered, the tool tip is still being displayed, as the mouse over technically never left the button to hide the tooltip  
 
   
 Solution 
 
 Implement a change to hide the tooltip when the button has been clicked 
 
   
 An error occurred after toggling the Do not display again toggle (#136908) 
 Problem 
 
 When a user toggles the do not show again for a virtual tour, an exception occurs if that virtual tour is displayed from the default ruleset 
 
   
 Solution 
 
 Implement a change that if the virtual tour does not exist for the user's ruleset, fallback to the default ruleset virtual tour and implement user selection to not show again 
 
   
 Card styling issue when the user has a long Name and a long Job Title (#136407) 
 Problem 
 
 Long names and job titles can cause the card content to overflow. 
 Requested changes:
 
 Increase the number of lines to 4.  
 Decrease the margin and padding within the user card to accommodate the additional line. 
 Visually, the name is more important, so it should be allowed more lines than the job title.  
 Allow the banner to overlay some of the avatar. 
 Make the Kudos widget button smaller.  
 
 
 
   
 Solution 
 
 Implemented CSS line clamping to limit the number of lines occupied by the name and title text. 
 Implemented useLayoutEffect to dynamically calculate the number of lines occupied by the name and allocate the remainder of the lines left to the title, whilst ensuring the title always gets at least one line. 
 Decrease margin and padding to allow the number of lines to be increased from 3 to 4. 
 Increase the zIndex of the banner to allow the banner to overlay the avatar, to achieve additional space. 
 Made the kudos widget button a bit smaller. 
 
   
 Copy button enabled when no Virtual Tours on RS1 (#136904) 
 Problem 
 
 New implementation allows a ruleset to copy from the default ruleset 
 
   
 Solution 
 
 Add a check to only allow copying if the default ruleset has a virtual tour of the selection details 
 
   
 Move text to the side of the filters (#135481) 
 Problem 
 
 Fixed global search input text not clearing when clearing filters from help text 
 
   
 Solution 
 
 Accessed the global clear filter button to clear filters instead of manually clearing. 
 
   
 Copy button enabled when no Virtual Tours on RS1 (#136904) 
 Problem 
 
 New implementation allows a ruleset to copy from the default ruleset 
 
   
 Solution 
 
 Add a check to only allow copying if the default ruleset has a virtual tour of the selection details 
 
   
 
 Performance Management 
 Description mapping pill not displayed (#136765) 
 Problem 
 
 When a label mapping is returned for the dashboard widget, the colour and icon was not included  
 
   
 Solution 
 
 Include the colour and icon for the label within the widget 
 
   
 Strange behaviour when QA unapproves agreement (#130380) 
 Problem 
 
 When Send To QA is optional, and the moderations have been fully approved after a QA step. When the QA unapproves, it moves the contract back to the moderator. It should remain for the QA to approve again.  
 
   
 Solution 
 
 Add a parameter to identify when it should send the contract back to the QA or the Moderator when it gets unapproved. Fixed an additional bug where the QA button is enabled on the search screen after the contract moderation has already been approved. 
 
   
 Unable to open agreement when there are no mappings (#137228) 
 Problem 
 
 When a user opens a contract, no mappings are loaded, which causes the contract to not load 
 
   
 Solution 
 
 Add a check to default to 0 if no mappings exist 
 
   
 PM Contract import changes (#135616) 
 Issue 1: 
 Problem 
 
 When a contract/agreement is imported with a weight over a section, the perspectives are not being retrieved, as a check exists for the weight.  
 
   
 Solution 
 
 Add a change that if the section allows perspectives to find the perspective ID needed for linking 
 
   
 Issue 2: 
 Problem 
 
 When Templates are imported, no validation check on the client side is done for the KPI Items over section totalling to 100%, as well as within the import validate weights check, ignoring the level 2 checks, should the value be true. 
 
   
 Solution 
 
 Implement the logic within the client side to validate the weights depending on the section's bool value if the setting is activated within that review setup, as well as the check within the backend logic to ignore level 2 weights should the setting be active.  
 
   
 Description mapping pill not displayed (#136765) 
 Problem 
 
 On the dashboard widget, the score label mapping is not shown because the wrong review year setup was calculated for the user, as no mapping was found, and no check exists for null  
 
   
 Solution 
 
 Correct the change to get the correct review year setup for the widget, and also pass the correct field to calculate the label mapping 
 
   
 Error message with Check-Ins (#135977) 
 Problem 
 
 When calling the ListContractPeriodCheckInsLeveled endpoint for an Action Plan, an error: InvalidOperationException: Sequence contains no elements, was returned.  
 
   
 Solution 
 
 Since Action Plans can't have a check-in, an empty response is returned.  
 
   
 Score gauges shown while rating (#136760) 
 Problem 
 
 When no rating has been made for the user contract, the old dial still displays in the banner header 
 
   
 Solution 
 
 Add a change to check if any mappings exist for the component to render no rating identified 
 
   
 Able to add a mapping that exceeds the maximum rating for that year (#136658) 
 Problem 
 
 When a new row is added to the mapping, the max range is calculated based on the previous max range, which can exceed the review year max rating, as well as the errors now showing correct translation  
 
   
 Solution 
 
 Implement a change to show a red border when the new max range exceeds the max rating, as well as expand the translation to show correctly according to the review year name max rating 
 
   
 Unable to delete a mapping section (#136928) 
 Problem 
 Score label mapping ID is an incorrect name when parsing ID to delete the mapping  
   
 Solution 
 Correct name to pass the correct ID value for deletion 
   
 Mapping sections naming convention not correct (#136929) 
 Problem 
 
 When a new mapping is added, the name is calculated from the index value, which is incremented by 1, but the index value is a string which it can not be added and can only be concatenated with the values  
 
   
 Solution 
 
 Parse the index to an int to apply addition 
 
   
 Character entity displayed in title bar (#136649) 
 Problem 
 
 The title of the user contract is not sanitised and has HTML encoding 
 
   
 Solution 
 
 Correct within the navbar that updated the title to sanitise the text content before setting 
 
   
 Able to create mapping for agreements where scores and weights are hidden (#136535) 
 Problem 
 
 Section Score label mappings can be used when the hide scores setting is enabled in the review setup, which is incorrect according to the business rule  
 
   
 Solution 
 
 Add a change to not allow a user to make use of score mappings when the hide score setting has been enabled 
 
   
 Description mappings not shown on View/Print screen (#136763) 
 Problem 
 
 Score mappings are displayed based on the review period selected, as in this case, a null was passed in for final rating in which for this case it needed to be for a review item 
 
   
 Solution 
 
 Correct the review item ID to be passed into 
 
   
 Error when saving while not all fields are populated (#136646) 
 Problem 
 
 When a new score mapping item gets submitted with empty values, the form throws an exception instead of highlighting the values 
 
   
 Solution 
 
 Add validation so that the boxes get validated on required fields for the user to enter, and add a default colour inthe  backend as well to default to 
 
   
 Overall scores no longer indicate when they have been calibrated (#136756) 
 Problem 
 
 Text under the overall final score is not aligned  
 
   
 Solution 
 
 Make the width of the div 100, otherwise the text-centre can not be applied to centre the text 
 
   
  "No Rating yet" displayed in a gauge (#136766) 
 Problem 
 
 No rating on the dashboard widget was incorrectly displayed and cramped because of the column size 
 
   
 Solution 
 
 Correct check to increase column size, should there be a mapping 
 
   
 Score gauges are shown when the final score has been calibrated (#136761) 
 Problem 
 
 When the score dials are loaded at the top of the final rating, an undefined value is entered to get the correct score label mapping  
 
   
 Solution 
 
 Correct the code to pass in the review item ID needed to calculate the final score label mapping 
 
   
 Dials are still shown if agreement hasn't been started or scored yet (#136659) 
 Problem 
 
 The min range has been changed to start at 0.01, which means that a label mapping will not be found should the score not be rated yet, resulting in showing the dial instead of no rating yet with label mapping 
 
   
 Solution 
 
 Implement a change to pass a check to showcase if there are mappings present, and if so, make the calculation to show no rating or the label mapping 
 
   
 Score gauges shown while rating (#136760) 
 Problem 
 
 When a user rates on a contract, the scores are updated through the slices, but there is no update indication for the label mapping 
 
   
 Solution 
 
 Implement a change to calculate the label mapping from the updated score through the slice, as well as enhance the dapper method, as the min range is now saved 
 
   
 Overall scores no longer indicate when they have been moderated (#136757) 
 Problem 
 
 When a contract has been moderated/calibrated, and a mapping exists, it does not show the mapping text 
 
   
 Solution 
 
 Add the text to be displayed below the mapping 
 
   
 Able to add a mapping that exceeds the maximum rating for that year (#136658) 
 Problem 
 
 When a new blank score mapping is added, there is no join to get the max rating needed, and when the value is entered, there is no value to match.  
 
   
 Solution 
 
 Split the query to retrieve the max rating separately, so that if there is none, it still returns the max rating, as well as check to match for the max rating 
 
   
 Sanitise text to display special characters correctly (#136514) 
 Problem 
 
 Text is displayed that is not sanitised, which shows encoding values. 
 
   
 Solution 
 
 Make use of the newly added tag helper to sanitise text 
 
   
 Heading on page should be made an info note (#136530) 
 Problem 
 
 A heading message is indicated at the top 
 
   
 Solution 
 
 Change to be an alert info as the message is an indication to the user to notify them 
 
   
 Scroll down to fit the icon list on the screen (#136653) 
 Problem 
 
 When the icon is clicked, it initialises the icon picker at the bottom of the page, but it does not flip to show above the icon 
 
   
 Solution 
 
 Implement a fix to wait for icons to be rendered to have the content height, and then recalculate the height to flip over or not 
 
   
 Unable to add mapping for Final Review on Annual setup (#136655) 
 Problem 
 
 A validation is done to not allow adding more mappings than review years, but the count does not take the overall score into consideration 
 
   
 Solution 
 
 Add count to the total review items for validation for the overall score 
 
   
 Heading on page should be made an info note (#136531) 
 Problem 
 
 When the content is first loaded, no colour is defined for the label and icon, as this is handled when the icon changes or the text changes.  
 
   
 Solution 
 
 Start text and icon on white against the colour picked 
 
   
 Display decimals when you click away from the rating field (#136644) 
 Problem 
 
 When a value, for example '2', is entered, it does not show the decimal value as .00  
 
   
 Solution 
 
 Add a change to enforce a fixed value with the correct decimal place 
 
   
 Duplicate images (#136654) 
 Problem 
 
 Some icons have the same icon but have different values 
 
   
 Solution 
 
 Remove duplicate icons 
 
   
 Description mappings not shown on View/Print screen (#136763) 
 Problem 
 
 When 2 label mappings are displayed on top of one another, there is no space between 
 
   
 Solution 
 
 Add spacing between the two mappings 
 
   
 
 Data Warehouse 
 Term 3 report cards (#136081) 
 Problem 
 
 An extra unrounded score field needs to be added within lmStudentSubjects 
 
   
 Solution 
 
 Added new field UnroundedScore within lmStudentSubjects 
 
   
 Signify Performance Management Report (#136876) 
 Problem 
 
 New fields ApprovedOverallFinalScorePercentage and UnapprovedOverallFinalScorePercentage are required within pdmContracts 
 
   
 Solution 
 
 Added new fields ApprovedOverallFinalScorePercentage and UnapprovedOverallFinalScorePercentage within pdmContracts 
 
   
 Daily Server Monitoring Checks 2025 (#125159) 
 Problem 
 
 The script did return deleted accDisciplinaryActions as missing fields  
 
   
 Solution 
 
 Updated where clause for accDisciplinaryActions to exclude deleted entries within script C_03549_99999_monGenerateDWHDataIntegrityReport 
 
   
 Add the mapping fields in the DWH (#133259) 
 Problem 
 
 The Score Rating Descriptions have not been updated to tables pdmContracts and pdmContractPeriods 
 
   
 Solution 
 
 Resolved the issue by including the new fields within the Insert Into Tables Step 
 
   
 Daily Server Monitoring Checks 2025 (#125159) 
 Problem 
 
 The source script for lmEmployeeTrainingRequirementsMatrix requires @ReferenceDate for performance improvement 
 
   
 Solution 
 
 Added @ReferenceDate within lmEmployeeTrainingRequirementsMatrix Source Script 
 
   
 Add the mapping fields in the DWH (#133259)  
 Problem 
 
 Score Rating Description fields need to be added to the DWH 
 
   
 Solution 
 
 Added Score Rating Descriptions within pdmContracts and pdmContractPeriods 
 
   
 
 Notifications 
 UTC not correctly calculated on scheduled run time (#130537) 
 Problem 
 
 Schedule runtime displays incorrectly after saving, always adding the timezone offset every time it is saved.  
 When saving the schedule runtime, the date and time are not saved as UTC in the database, but get converted back to Local time somewhere in the process.  
 
   
 Solution 
 
 Send the datetime to the service as Local Time spoofed as UTC, and redo the UTC conversion on the service side. 
 This is not an ideal approach, but I want to ensure that the traffic that gets sent to the Notification Api is correct and no conversion is lost, and only do the UTC conversion there. 
 
   
 Add API call to retrieve emails (#134239) 
 Problem 
 
 A api is not available to retrieve the sent logs. 
 The body of an email is not included in the export of the logs on the front end  
 
   
 Solution 
 
 Add a calculated notification body in stats export on the front-end and add an API call for direct access to the notification logs. 
 
   
 
 Identity 
 Logged in with English (SA) language displayed is Afrikaans (#137127) 
 Problem 
 
 When you unpublish the active language and you log out again, the selected language is incorrectly determined in the language drop-down, due to the cached language that is no longer available in the list of available languages  
 
   
 Solution 
 
 Ensure that the cached language (from cookie) on identity is part of the list of available languages; otherwise, reload and fallback to the default language of the ruleset. 
 
   
 
 HR Processes 
 Error shown when Process is set to use Fallback, which has not been set up on Global Workflow Fallback Configuration (#136216) 
 Problem 
 
 When a fallback type was previously selected and that option is no longer available, an empty option was displayed as the fallback type.  
 
   
 Solution 
 
 When no fallback types are available, add a not application default option, so that the drop-down does not display an empty option. 
 
   
 Fall back approver's already approved level becomes enabled again, even after already having approved (#136651) 
 Problem 
 
 Fall back approver's already approved level becomes enabled again, even after already having approved 
 
   
 Solution 
 
 Ensure that a level cannot be approved or declined if already approved or declined. 
 
   
 
 Learning Management 
 Add stamps when marking an assignment (#136383) 
 Problem 
 
 When placing the custom stamp annotation, the tool automatically deselects. The requirement is to have the tool kept enabled until the user selects another option or closes the annotation toolbar.  
 
   
 Solution 
 
 Added handling to re-enable the selected custom stamp after placing the annotation. 
 
   
 Wrong date being shown on certain stamps (#135993) 
 Problem 
 
 Syncfusion does not support the 'tt' format identifier - only used in en-US format. 
 
   
 Solution 
 
 Rather, remove 'tt' to ensure the date is properly formatted. 
 
   
 Wrong date being shown on certain stamps (#135993) 
 Problem 
 
 Built-in stamps displayed the author as "guest", and the date format was incorrect - not using the format from the current user.  
 
   
 Solution 
 
 Ensure that the stamp author displays the username of the current user and uses the date format of the user. 
 
   
 Add stamps when marking an assignment (#136383) 
 
 New development to add custom stamps to the online marking PDF annotation. Also modified the confirmation modal to now show the message as well as the custom stamps used. 
 
   
 
 Imports 
 Additional Placeholders on Auto-Doc (#135690) 
 Problem 
 
 The organisational fields are not named according to the document template placeholders and fail to map  
 
   
 Solution 
 
 This pull request updates the user query logic in `UserQueries.cs` to expand the set of user and organisational data being selected and refactor how results are handled. 
 The main changes are focused on improving the detail and structure of the query output, making it easier to retrieve comprehensive user and organisational hierarchy information.  
 
   
 Unspecified error when clicking on the Request button in quick succession (#131848)  
 Problem 
 
 Unspecified error when clicking on the Request button in quick succession  
 
   
 Solution 
 
 This happened due to the restriction on the v8 side to allow requests for a certain type only every X minutes. Made some enhancements on the HttpClientWrapper to return the raw response when a request fails, so that we can better handle the above scenario and display the proper message instead of a general failure message. 
 
   
 Clicking the request tab in quick succession displays 'Completed with Errors' status log entry (#131849) 
 Problem 
 
 Clicking the request tab in quick succession displays a 'Completed with Errors' status log entry  
 
   
 Solution 
 
 Instead of simply displaying the status of the request in the error message, display the raw response too, which is more detailed. 
 
   
 Exported filename to be more descriptive (#132575) 
 Problem 
 
 Exported filename to be more descriptive.  
 
   
 Solution 
 
 Make the files more descriptive by including the type in the name.  
 
   
 Updating the username based on the Payspace Payroll ID (#136736) 
 Problem 
 
 When importing a user with a new username from Payspace, a new user is created when the external/ payroll ID setting is active  
 
   
 Solution 
 
 This pull request extends the user import and update functionality to support matching users by Payroll ID in addition to existing identifiers like Username, Employee Code, Id Number, and External ID. 
 It introduces a new `BasicUserPreviewPayroll` model to include Payroll ID in user queries and updates the relevant methods and queries to handle this new identifier. 
 The changes ensure that Payroll ID is considered when finding existing users, and add appropriate error handling for duplicate Payroll IDs.
 
 User import and update enhancements:

 
 Updated the user matching logic in `ImportUsersCommandHandler` to include Payroll ID as an identifier, allowing users to be found and updated by Payroll ID. Added checks for uniqueness and duplicates in both the database and the import file, with clear error messages. 
 Replaced usages of `BasicUserPreview` with the new `BasicUserPreviewPayroll` type throughout the user update process to support Payroll ID. 
 
 
 Query and model updates:
 
 Modified the `IUserQueries` interface and its implementation to accept and process Payroll ID as part of the user identifier tuple, and to return `BasicUserPreviewPayroll` objects. 
 Updated the SQL query in `UserQueries` to include Payroll ID in the selection and filtering logic, converting string Payroll IDs to integers for database comparison. 
 Added the `BasicUserPreviewPayroll` record to the user view models to represent users with Payroll ID information. 
 
 
 
 
 
   
 
 System Access 
 Missing Employee (#135967) 
 Problem 
 
 When the employee number has a varying case or the encryption key in V8 and V9's case differs, the security key is invalid  
 
   
 Solution 
 
 This pull request makes a minor update to the `GenerateTimeBasedSecurityKey` method in `StringHelper.cs`. 
 The change ensures that the combined string used for generating the security key is always in lowercase, which helps maintain consistency and avoid case-sensitivity issues in key generation.  
 
   
 
 Content Management 
 Bulk signing does not start (#136623) 
 Problem 
 
 When a new document request is created, the content ID is set to null, and a new method was added to set the content ID  
 
   
 Solution 
 
 When the entity is added, first set the content ID 
 
   
 
 Ruleset Management 
 New tag only shown for one of the two newly created rulesets (#136328) 
 Problem 
 
 Newly created rulesets are missing the "new" tag, which is caused by the ruleset lifetime duration being incorrectly calculated using the CreatedDate in local time and UTC.  
 
   
 Solution 
 
 Move the ruleset label status calculation logic from the view to the server side. Additionally, log information about rulesets that are created on the current day, to debug the issue further if the attempted bugfix does not fix it. 
 
   
 Admins don't have access to the required Integrations screens (#131940) 
 Problem 
 
 Tenant admins didn't have some permissions that ruleset admins have 
 
   
 Solution 
 
 Grant them permissions 
 
   
 Date Pickers for Subject & Cycles is Warped (#135981) 
 Problem 
 
 Some date fields were warped due to incorrect styling on date inputs. Solution: Ensure correct styling. 135930 Problem: Date pickers on ReportBuilder still do not format dates correctly.  
 
   
 Solution 
 
 Ensure the fields are correctly formatted by storing formats in localStorage instead of session, and other tweaks to the global format setup and handling. 
 
   
 Termination Date placeholder not shown in user's preferred language (#136400) 
 Problem 
 
 Termination date not formatted properly on auto doc. 
 
   
 Solution 
 
 All auto doc placeholder values are read as strings, and sometimes the date string could not be parsed as a date, so it could not be formatted. Make the general string-to-date parsing more robust by supporting more formats.  
 
   
 Other 
 
 Fix the incorrect jQuery locale file resolution by making use of the PathBase in base layout  
 Make the jquery locale file resolution more robust 
 Implement the small suggestion by Mechac to display the Course filter select on the event scheduling list view page with a placeholder 
 
   
 Admins don't have access to the required Integrations screens (#131940) 
 Problem 
 
 Admins do not have access to Integrations 
 
   
 Solution 
 
 General:

 
 Org Admin, People Admin 
 
 
 
 
 
 
 Content Server:
 
 People Admin, Performance Admin, Learning Admin 
 
 
 
 
 
 
 
 Chat Bots
 
 Super admins only 
 
 
 
 
 
 
 
 Push Bulk V8 Additional Imports:
 
 People Admin, Job Profiler Admin, Org Admin 
 
 
 
 
 
 
 
 Pull Bulk V8 Additional Imports:
 
 PM Admin, Learning Admin, Event Scheduling Administrator 
 
 
 
 
 
 
 
 API Gateway:

 
 All Admins 
 
 
 
   
 
 Payroll:
 
 Only super admins and People Admins 
 
 
 
 
 
 Date Pickers for Subject & Cycles is Warped (#135981) 
 Problem 
 
 Certain instances where date input values were not properly formatted due to the 'change' method not being triggered when programmatically setting the value using $dateInput.val() 
 
   
 Solution 
 
 Globally override the jQuery val() method, ensuring that it won't affect existing usages of val and also ensuring that it only works for date inputs and not for other inputs. 
 
   
 
 Auto Doc 
 Termination Date placeholder not shown in the user's preferred language (#136400) 
 Problem 
 
 Termination placeholders are not correctly identified as dates on the master, which then makes it impossible to correctly format according to user culture and timezone.  
 
   
 Solution 
 
 Force the use of invariant culture to hopefully allow the date string to be parsed as a date. 
 
   
 
  

Version 9.1.184 (22 September 2025)
Ruleset Management 
 Admins don't have access to the required Integrations screens (#131940) 
 Problem 
 
 Some admins don't have the required permissions to the Setup and Configuration admin menu -> Integrations  
 
   
 Solution 
 
 Grant admins permissions 
 
   
 
 Notifications 
 Students are unable to determine which lesson they need to review based on the absentee notifications. (#136423) 
 Problem 
 
 The client utilised subgroups across multiple pathway classes, which resulted in the Pathway Group/Class being the same for various pathways. As a result, students were unable to determine which lesson they needed to review based on the absentee notifications. 
 
   
 Solution 
 
 Included the pathway name in the absentee notifications, so students can clearly see which lesson they need to complete 
 
   
 
 Report Builder 
 Date picker format remains on English (SA) when changing to English (US) (#135930) 
 Problem 
 
 Date formats were not properly implemented on the report builder and jQuery date pickers.  
 
   
 Solution 
 
 Implement date formats in the report builder and apply them globally to jQuery date pickers. Also added global date format methods for WebMVC JavaScript 
 
   
 
 Tenant Management 
 Current Date format not as per language set in user's Preferred Language (#136191) 
 Problem 
 
 Incorrect date format is displayed (not according to user language preference) on the update expiry modal. 
 
   
 Solution 
 
 Ensure that the date is formatted according to the language preference of the user on the modal. 
 
   
 
  

Version 9.1.183 (22 September 2025)
Master Data 
 Save Add New to keep some data populated (#133283) 
 Problem 
 
 When Save Add New master data, remember the previously selected values for the sliders and dropdowns - not any other field.  
 
   
 Solution 
 
 When the form is reset after Save Add New is clicked, exclude the sliders and dropdowns from having their values reset. 
 
   
 
 Data Warehouse 
 Labour Relations (#136545) 
 Problem 
 
 The DWH returned data for accDisciplinaryActions, although it had been marked as deleted 
 
   
 Solution 
 
 The source script for accDisciplinaryActions has been adjusted to only return entries that have not been marked as deleted 
 
   
 Training requirements matrix (#136063) 
 Issue 1: 
 Problem 
 
 The query did not return all the users due to an incorrect join within Countries  
 
   
 Solution 
 
 Corrected the join to join with the employee countryId instead of the location 
 
   
 Issue 2: 
 Problem 
 
 The Query for EmployeeTrainingRequirementsMatrix does not return all the data as expected 
 
   
 Solution 
 
 Adjusted query to fetch the required EmployeeTrainingRequirementsMatrix data 
 
   
 Term 3 report cards (#136081) 
 Problem 
 
 New subjects are required for the Promotion Status calculations 
 
   
 Solution 
 
 Added the new subjects and required translations 
 
   
 Request for Document Upload Report (#135925) 
 Problem 
 
 Data for UserFiles does not exist within the Data Warehouse 
 
   
 Solution 
 
 Added DataSource UserFiles within the V9 Datawarehouse package 
 
   
 
 Event Scheduling 
 Current Date format not as per the language set in the user's Preferred Language (#136191) 
 Problem 
 
 The incorrect date format is displayed (not according to the user's language preference) on the update expiry modal. 
 
   
 Solution 
 
 Ensure that the date is formatted according to the language preference of the user on the modal. 
 
   
 Implement Y-Axis (#136528) 
 Problem 
 
 When filtering on dates where there is no Event, the Graph filter displays a solid line 
 
   
 Solution 
 
 Implement a manual Y-axis for the range selector component (not supported natively) 
 
   
 Filter criteria styling issues (#136525) 
 Problem 
 
 The field increases/decreases when long/short Event names are selected. 
 
   
 Solution 
 
 Make sure that the filter is a fixed length. Also added a better clear button for the custom select2 component. 
 
   
 Add search functionality on the list page (#134969) 
 Problem 
 
 Load more appears when filtering events, and there are no more records to load. 
 
   
 Solution 
 
 Ensure that the Load More does not display when a course filter is selected. Along with this, I also fixed an issue with the date ranges on the list view and an infinite load bug which sometimes occurred on the attendance history modal. 
 
   
 Use a different date picker when updating the Attendance History (#134967) 
 
 Add search functionality along with a Course filter select (drop-down). Along with this, I added functionality which sets the correct locale for dayjs, so that formatting works properly for different languages (on REACT and WebMVC). 
 
   
 
 Auto Doc 
 Termination Date placeholder not shown in the user's preferred language (#136400) 
 Problem 
 
 Auto doc string dates are parsed using basic DateTime.TryParse 
 
   
 Solution 
 
 Rather, use CustomDateTimeConverter to improve the success rate. 
 
   
 Termination Date placeholder not shown in the user's preferred language (#136400) 
 Problem 
 
 Auto doc date placeholders were not properly formatted according to the timezone and preferred language of the user. 
 
   
 Solution 
 
 Ensure that they are formatted according to the timezone and preferred language of the user. Also, if a date has a value equal to the max date, ie 9999, assume that the field does not have a value (especially in the case of termination dates) 
 
   
 Image uploaded when signing is shown overlapping placehold fields (#135952) 
 Problem 
 
 Redaction was used to clear the signature placeholder before drawing the signature image. This sometimes caused a blank box to display above the signature image. 
 
   
 Solution 
 
 First, draw a transparent rectangle over the placeholder in order to hide it, instead of the redaction. 
 
   
 Additional Placeholders on Auto-Doc (#135690) 
 Problem 
 
 Not all the required placeholders are available  
 
   
 Solution 
 
 The most significant changes include correcting the spelling of a placeholder description across multiple files and adding additional user details to the document user details query.
 
 Placeholder description typo fix:
 
 Corrected the spelling of the placeholder description from `"jobProfiler:labels.personTeminationDate"` to `"jobProfiler:labels.personTerminationDate"` across all relevant migration files and seed data to ensure consistency and prevent future confusion.  
 
 
 Enhancements to document user details:

 
 Added new fields to the `GetDocumentUserDetailsAsync` query in `UserQueries.cs` to include `EmployeeCode`, `MobileNumber`, `Email`, `IdNumber`, and `PassportNumber` in the returned user details, providing a more comprehensive data set for document user previews.  
 
 
 Documentation improvements:

 
 Added a summary comment to the `CreateSeedData` method in `DocumentBuilderPlaceholders.cs` to clarify its purpose and indicate where new placeholders should be added in related services. 
 
 
 
 
 
   
 
 Learning Management 
 Add a Warning dialogue when saving (#136438) 
 Problem 
 
 Within Online Marking, when making changes to the document and the " Save " button is clicked, the document is saved directly, which could lead to missed clicks or cases where the user did not intend to save immediately  
 
   
 Solution 
 
 Implement a confirmation modal to request confirmation from the user if they are sure that they want to proceed and save, as the changes can not be reverted 
 
   
 View full-screen video not scaling (#130573) 
 Problem 
 
 Fullscreen api call to the browser is not allowed on the LMS portal. 
 
   
 Solution 
 
 Set the permissions of the LMS portal to show the video in full screen 
 
   
 Pathways: Subject Setup: Saving Error (#136283) 
 Problem 
 
 Unable to save the intervention of a subject cycle. Gives error "The weight cannot exceed 100%"  
 
   
 Solution 
 
 Caused by including deleted interventions in the calculation of the total weight per cycle. Filter out deleted records for the cycle and move the removal of interventions before validation 
 
   
 
 People Management 
 Move text to the side of the filters (#135481) 
 Problem 
 
 The help text displayed when searching for people was not displayed correctly. 
 
   
 Solution 
 
 Fixed the positioning of the people search help text. (Was working when no user was returned.) Removed unused CSS class. 
 Changed styling and moved help text to its own component to ensure maintainability. 
 
   
 Save & Go to Profile - We're Sorry Error (#135781) 
 Problem 
 
 A new change was implemented to have a retry count to look if the signed in users are within the people group after a user have been created, appointed or terminated. Once one of these actions is executed, it clears the cache and resets the people groups, as these groups materialise again, larger people groups take longer, which does not complete before the data needs to be fetched and displayed.  
 
   
 Solution 
 
 Remove the retry count as large rulesets does not complete within the time frame, instead of relying on a retry count, do a bypass validation rule and add to the TempData attribute of MVC which only persists data between one method to another method and then drops the data, so this allows to pass that value to the Edit method which now first check if validation rule must be bypassed else fallback to normal process. 
 
   
 
 People Groups 
 Summary shows no entries (#136424) 
 Problem 
 
 The summary tab does not load any entries when the page is loaded if the summary is selected by default, it only loads when the summary vertical pill is clicked on. 
 
   
 Solution 
 
 Load the people group user summary table on page load if it's the active tab. 
 
   
 
 HR Processes 
 Error shown when Process is set to use Fallback, which has not been set up on Global Workflow Fallback Configuration (#136216) 
 Problem 
 
 An error is shown when Process is set to use Fallback, which has not been set up on the Global Workflow Fallback Configuration.  
 
   
 Solution 
 
 Only allow the user to set a specific fallback type if a configuration exists for it on the ruleset (global or org node). 
 
   
 
 Ruleset Management 
 New tag only shown for one of the two newly created rulesets (#136328) 
 Problem 
 
 Newly created rulesets are missing the "new" tag, which is caused by the ruleset lifetime duration being incorrectly calculated using the CreatedDate in local time and UTC.  
 
   
 Solution 
 
 Ensure that the CreatedDate is converted to UTC before calculating the ruleset's lifetime duration, so the "new" tag is assigned correctly. 
 
   
 Can't turn off certain sections (#135322) 
 Problem 
 
 On Ruleset 1 (Main) - Edit functionality for sections 1- 3 must be allowed, as well as creating the section if there does not exist any for the newly added page. The user can not see when a new user guide has been created or when Ruleset 1 has been updated.  
 
   
 Solution 
 
 Implement change to fallback to ruleset 1 user guide section 2 and 3 if there does not exist any, also add a check to show the newly added section 2 and 3 for ruleset 1 user, and when being edited, show to the admin on edit section 2 and 3 but witha  read-only state 
 
   
 Can't delete external link (#133097) 
 Problem 
 
 An error occurs when attempting to delete an external link (menu item) that has one or more themes linked to it. 
 
   
 Solution 
 
 First, delete the associated theme menu items that belong to the menu item & save those changes, before deleting the menu item. 
 
   
 
 Imports 
 Bulk Imports Failing on 10K, 20K & 50K Users to Import (#132261) 
 Problem 
 
 Cannot stage more than 9K users at a time. When staging 50K users, the staging query times out 
 
   
 Solution 
 
 This pull request introduces several improvements and modernisations to the codebase, focusing on C# collection initialisation, performance optimisations, and database query handling. 
 The changes enhance code readability, leverage newer C# features, and improve the robustness and efficiency of duplicate user checks during import operations. 
 C# Modernisation and Code Simplification:

 
 Replaced traditional collection initialisations with C# 12 collection expressions and target-typed new expressions for arrays and lists in `UserDetails.cs`, making the code more concise and readable. 
 Updated empty array and list returns to use the new shorthand `[]` syntax instead of `new()`, improving clarity and reducing verbosity.  
 
 
 Database Query and Performance Enhancements:

 
 Added a preliminary SQL check for the presence of staged user data before running duplicate checks in `ImportQueries.cs`, allowing the method to return early and avoid unnecessary processing when there are no records.  
 Increased the SQL command timeout to 120 seconds for potentially long-running queries, reducing the risk of timeouts during large imports.  
 Utilised collection expressions (`[.. duplicateIds]`) for returning query results, further streamlining the code. 
 
 
 
   
 Missing Employee (#135967) 
 Problem 
 
 When importing a job or position that fails in the import, the exception fails to log the error and always logs the catch failure  
 An error occurred trying to import Positions: Collection was modified; enumeration operation may not execute. 
 Whenever updating data on any entity, a DB transaction is performed when nothing else but the edited user/date is changed 
 When importing many records, the import starts processing before all data has been staged. The staging of import data is not performant  
 
   
 Solution 
 
 The most significant changes include enhancements to bulk insert/update logic for job profiles and positions, improved concurrency in user validation, more robust handling of import statuses, and optimisations in entity tracking and auditing.
 
 Bulk Operations and Error Handling:

 
 Implemented bulk insert/update for job profiles and positions, with detailed error handling and logging to ensure that failures in bulk operations are captured and reported in the response.  
 
 
 Import Status and Entity Tracking:
 
 Added a new `StagingData` status to the `StatusType` enum and allowed the import process to start in this state, then transition to `Staged` after bulk operations complete.  
 
 
 Performance and Concurrency Improvements:
 
 Switched from `List` to `ConcurrentBag` for collecting validation results in `UserDetailsValidationService`, removing the need for explicit locks and improving performance in parallel scenarios.  
 
 
 Query and Data Handling Optimisations:
 
 Updated SQL queries to use `WITH(NOLOCK)` for improved read performance during imports.  
 
 
 Auditing and Integration Events:
 
 Refined auditing logic to ensure only entities requiring audit are processed, and streamlined the integration event publishing flow. 
 These changes collectively improve the reliability, scalability, and maintainability of the import and validation processes.  
 
 
 Bulk Operations and Error Handling
 
 Added bulk insert/update logic for job profiles and positions, including error handling and logging, to ensure that failed bulk operations are reported in the response.  
 
 
 Import status and entity tracking
 
 Introduced `StagingData` status to `StatusType` and allowed imports to start in this state, transitioning to `Staged` after staging completes.  
 
 
 Performance and concurrency
 
 Switched to `ConcurrentBag` for collecting validation results in `UserDetailsValidationService`, eliminating explicit locks and improving concurrency.  
 
 
 Query and data handling
 
 Updated SQL queries to use `WITH(NOLOCK)` for better read performance during  
 
 
 Auditing and integration events 
 
 
 
   
 Admins don't have access to the required Integrations screens (#131940) 
 Problem 
 
 Performance Management admins couldn't perform imports on the Admin Integrations page - Learning Management admins don't have permissions to the admin gear, and so can't perform imports 
 
   
 Solution 
 
 Grant PM admins access to these imports:
 
 Performance overall scores to career and succession, Survey imports and Evaluation period master data 
 
 
 Grant LM admins access to these imports:
 
 Cost Description, 2 Training intervention imports, Pathway Group Note:
 
 Some of the items in the admin group don't have gates, so a person with the link can access them and perform admin tasks.  
 
 
 
 
 
   
 Wrong link when exporting errors (#135078) 
 Problem 
 
 When exporting errors or transactions from the imports page and clicking on the link in the success snack message, it is supposed to navigate to the exports tab, but it navigates to the import tab instead.  
 
   
 Solution 
 
 Added the correct navigation URL to the link. 
 Made some code format fixes. 
 
   
 Missing Employee (#135967) 
 Problem 
 
 Custom fields are not included in the validation report.  
 Occupation level ID returned as the current value in the validation report.  
 When one item fails in a bulk insert, update all items fail. 
 Duplicate appointments are sent for bulk processing based on unique fields. 
 Addresses that have not changed always get updated.  
 When the email address, name or surname is null and custom steps are configured on the account, then the import fails.  
 Concurrent errors occur in identity processing. 
 When importing, the people groups are not refreshed  
 
   
 Solution 
 
 The main enhancements include robust batch processing for bulk database operations, expanded support for user custom fields, and improved address update logic. 
 Additionally, a database migration makes certain user import fields nullable for greater flexibility. 
 Bulk processing and error handling improvements:
 
 * Refactored `BulkInsertUpdateAsync` in `SqlServerDbContext` to process entities in batches, catch and log errors per batch and per item, and handle concurrency exceptions with retries. Errors are collected and reported at the end of the operation. 
 * Enhanced audit publishing logic to exclude entities that failed during bulk processing, ensuring only successfully processed entities are audited. 
 
 
 User custom fields support:
 
 Added logic to import and persist up to 20 custom user fields during user import, and updated the data model and query layer to expose these fields. 
 Address update logic: Improved address upsert logic to update existing addresses only when their properties differ from the imported data, reducing unnecessary database updates. 
 
 
 Database migration:
 
 Added a migration to make `Surname`, `Name`, and `EmailAddress` fields nullable in the `UserImportData` table, and updated the model snapshot accordingly. 
 
 
 Audit and concurrency handling:
 
 Improved concurrency conflict resolution in bulk operations by reloading and retrying updates, logging failures, and skipping problematic entities. 
 
 
 People Group Refresh:
 
 When importing users, the people groups should automatically refresh 
 
 
 
   
 
 Identity and Authorisation 
 Not generating a new OTP for Login after the existing OTP has been used (#135555) 
 Problem 
 
 Using an OTP does not automatically invalidate it, as it is a time-based OTP. This results in the same OTP being sent after the existing one has been used if it's been used within the time expiry.  
 
   
 Solution 
 
 Update the security stamp to invalidate the used and previously issued OTPs upon successful OTP Login verification. Also updated the OTP message to match the actual time-step window. 
 
   
 
 Notifications 
 The HR Request Fallback Approver template has not been propagated to other rulesets (#136395) 
 Problem 
 
 HrRequestFallback event was not propagatable 
 
   
 Solution 
 
 Ensure the HrRequestFallback event is propagatable 
 
   
 Formatting issues on the "unread messages" email (#136368) 
 Problem 
 
 The wrong URL is being taken when generating the email template, as well as the translation not being used within the service  
 
   
 Solution 
 
 Correct URL change, and only do ToString for enum to show the name of the enum for now, as there is currently development to be able to retrieve the translations 
 
   
 
 Job Management 
 Job profile loads infinitely when there are 62304 positions linked to the profile (#134819) 
 Problem 
 
 Positions table was extremely slow with a lot of positions - this was due to the data being processed on the front-end, not a slow query.  
 
   
 Solution 
 
 Change the datatable to render server-side. Other changes: Allow back-end filtering on positions, including on the appointed user and position title and code. Add a custom class for JQueryDataTable params, so that it is not necessary to process the object each time in the controller action. 
 
   
 Location in Org displays character Entity when org name contains apostrophe (#132003) 
 Problem 
 
 A new tag helper have been created that will do server side sanitizing and encoding, but when a value gets selected or entered or changed cases exist where values are being incorrectly displayed and rendered on the client side. 
 
   
 Solution 
 
 Extend the tag helper to add a class to the control if it is used. On the client side, whenever a new value is set, it will trigger an event to first validate and encode the values, setting the correct, sanitised, and encoded text. 
 
   
 
 Performance Management 
 Check-in phase is open, although the PM year is locked (#136475) 
 Problem 
 
 When a review year setup has been locked, a manager can still navigate to the Overall section on contracts and navigate within the check-ins and proceed with interactions. 
 
   
 Solution 
 
 Add a check to not allow the check-ins to be clicked should the review year be locked, and show the tooltip, which is shown when trying to start an agreement 
 
   
 Performance Review - new members (#136426) 
 Problem 
 
 When Dual Participation is OFF and the manager has not yet created a contract for the employee, the employee dashboard displays the lock icon with the "Phase not started" message; it should show the Disabled View similar as to when the manager did create a contract.  
 
   
 Solution 
 
 Fix the condition check on whether the phase is active for the Dual Participation Off - No Contract case. 
 
   
 Search not working correctly when adding People Groups to linked Setup (#134227) 
 Problem 
 
 In the search control, when a user types in a value, it erases the text to a point where the field is empty, the results do not clear and reset.  
 
   
 Solution 
 
 Add an event that, when the input is empty, just triggers the clear button 
 
   
 Typing mistake for Copy from Another (#136420) 
 Problem 
 
 There was a small typo on the "Copy from another" translation in performance management. 
 
   
 Solution 
 
 Fixed grammatical error. 
 
   
 Search not working correctly when adding People Groups to linked Setup (#134227) 
 Problem 
 
 In the search control, when a user types in a value, it erases the text to a point where the field is empty, but the results do not clear and reset.  
 
   
 Solution 
 
 Add an event that, when the input is empty, just triggers the clear button 
 
   
 Improve error when copying from an incompatible Review Setup (#135623) 
 Problem 
 
 When a user contract is copied and an exception occurs, a general message is displayed 
 
   
 Solution 
 
 Add new translations for exception messages, as well as throw the correct message and display to the user the message that occurs. 
 
   
 General Comments does not have a tab on the left-hand side (#133732) 
 Problem 
 
 General comments are not being displayed in the left nav menu. 
 
   
 Solution 
 
 Implement a change to show the general comment with the correct ref, as well as increase the offset a bit so that it gets triggered when you scroll 
 
   
 
 Translations 
 No translation for the message that shows in a table when no data is available (#134020) 
 Problem 
 
 JQuery DataTable internal tokens were not translated. 
 
   
 Solution 
 
 Translate the jQuery DataTable tokens globally. 
 
   
 
 Product Setup 
 Product Setup on V9 to open the v8 menu item (#135685) 
 V9: Solution 
 
 Implement a change to allow on Product Setup if the Learning Store is open to post a message to V8 to open the admin modal, add a fallback that if the modal fails to open, the user gets redirected to the product setup, which was the previous flow. 
 
 V8: Solution 
 
 Implement a new change to allow the admin modal to be opened through a message being posted from the iframe within V9, add a security check to determine which domains the message is allowed from, and push back a success to V9 so that it does not default to the old way within V9. 
 
   
 
 SigniChat 
 Multi-line messages displayed with the "<br/>" tag (#135973) 
 Problem 
 
 A new tag helper has been created, which sanitises the text to create the correct implementations for display text, but in a specific case where the last message contained new lines on the chat modal, the line breaks are displayed, which show text being overlapped on top of and below people's messages  
 
   
 Solution 
 
 Extend the tag helper functionality to indicate that it should remove break lines, which will remove all the break lines and replace them with just a space to accommodate this use case 
 
   
 The button to add new chats is still shown when discussions are disabled (#136147) 
 Problem 
 
 The height of the communication portal is designed to reduce white space if there are no messages to display, but still a lot of white space  
 
   
 Solution 
 
 Decrease the height even more to remove all the white space 
 
   
 
  

Version 9.1.182 (22 September 2025)
Ruleset Management 
 [Custom URL] When a new ruleset is created, the Custom URL is copied from Ruleset 1 (#136300) 
 Problem 
 
 When copying or creating a ruleset, the custom logout URL is also copied, which is incorrect.  
 
   
 Solution 
 
 Do not copy the custom logout URL when creating or copying a ruleset. 
 
   
 [System Help Page] Can't turn off certain sections (#135322) 
 Problem 
 
 The logic that handles the display on newly added sections does not function in terms of the wording of the toggle 
 When a toggle is "on", it will only show for admin users, whereas the section will read as an example visible to all users  
 
   
 Solution 
 
 Add a change to rename the column to "isActive" and alter the logic to handle each section accordingly to the working and functionality intended 
 
   
 Preview empty (#133418) 
 Problem 
 
 The banner preview in the AddBanner modal on the Main Dashboard did not display a default banner (the preview before selecting any banners). 
 
   
 Solution 
 
 Ensuring the default banner path is correctly assigned to the image URL, as well as ensuring the default banner path is correctly returned for different environments, with multiple fallbacks. 
 
   
 
 Translations 
 [Translations] [Dutch] No translation for the message that shows in a table when no data is available (#134020) 
 Problem 
 
 JQuery DataTable internal tokens were not translated.  
 
   
 Solution 
 
 Translate the jQuery DataTable tokens globally 
 
   
 Correct the error message that displays when Nextcloud credentials can't be validated (#130098) 
 Problem 
 
 The error message when Nextcloud auth fails is grammatically incorrect.  
 
   
 Solution 
 
 Fixed the translations for the error message. 
 
   
 [Date Picker] Format to user language (#135450) 
 Problem 
 
 Date inputs were not formatting according to the user’s language. 
 
   
 Solution 
 
 Store the user’s date format in browser session storage (similar to timezones, but not persisted in cookies). 
 Add a global JavaScript event listener for date inputs. 
 This listener sets a data attribute on the input, containing the correctly formatted date. 
 CSS then uses this data attribute to display the date in the appropriate format. 
 
   
 
 Auto-Doc 
 Image uploaded when signing is shown overlapping placeholder fields (#135952) 
 Problem 
 
 Signatures on documents are not positioned correctly on the page on the placeholder after being signed by the user.  
 
   
 Solution 
 
 Remove the code which moved the image up and to the left, allowing the image/signature to be positioned at the correct location on the page where the placeholder is located. 
 
   
 
 Performance Management 
 Long period names go over the divider line (#136280) 
 Problem 
 
 The review survey is currently overlapping content on the timeline within the performance management dashboard  
 
   
 Solution 
 
 Add an ellipse tool tip to ellipse the text to a certain length and display the full name on mouse hover 
 
   
 Icon overlaps with the documents icon (#136150) 
 Problem 
 
 Tag Message Icon is overlapping icons on the perspective document folder  
 
   
 Solution 
 
 Adjust the icon to show inline and not overlap 
 
   
 Rename "Moderate" to "Moderated rating" (#129754) 
 Problem 
 
 The label for the "Moderate" dropdown is confusing for users, as there are a lot of variations of the word "Moderate" already present.  
 
   
 Solution 
 
 Rename the label from "Moderate" to "Rating" as requested. 
 
   
 Agreements locked when closing the browser (#135384) 
 Problem 
 
 When a user opens a contract, that contract is locked and another user can not open until the previous user closes the contract. But in cases where the user just closes the browser, the contract stays locked until it times out, which unlocks the contract  
 
   
 Solution 
 
 Implement a change to add an event that gets triggered when the user closes their browser to invoke another message to unlock the contract. Also, add a change to make use of the ref of the state, as when it gets triggered to unlock, another useState is triggered to lock it again. 
 
   
 Default "is Library Item" to No if left blank (#129463) 
 Problem 
 
 Within the Performance management template imports, if Library items and perspective columns are left blank, it must default to a false value  
 
   
 Solution 
 
 Implement a change to default to false values on the 3 identified columns 
 
   
 Handle special characters on dashboard (#132067) 
 Problem 
 
 On performance management, some text is not being sanitised 
 
   
 Solution 
 
 Make use of the new implementation helper to sanitise the text 
 
   
 
 People Management 
 Back button on appointment history (#135252) 
 Problem 
 
 When adding or editing appointment histories, the back button was taking users to the people management page instead of returning them to the specific person's appointment history.  
 
   
 Solution 
 
 Fixed the back button to remember where you came from and take you back to the specific person's appointment history page you were on. 
 
   
 Enhance Search (#135210) 
 Problem 
 
 Currently, if you search for an employee, it does not search in the Middle Name or Known As fields, only in Name and Surname.  
 
   
 Solution 
 
 Added the Middle Name field to the Materialised Users table. Then added the Middle Name and Known As field to be included within the User queries when searching from the people management page. 
 
   
 Double "Click here" text is being displayed with incorrect Label text (#135479) 
 Problem 
 
 Duplicate "Click here" text for "Not finding the person" link.  
 
   
 Solution 
 
 Removed duplicate "Click here" and made minor UI changes. 
 
   
 Preview empty (#133418) 
 Problem 
 
 When selecting banners in the main dashboard, after every reload before a banner is selected, the banner preview is empty. 
 
   
 Solution 
 
 Correctly set the default banner preview link to the default banner URL.  
 
   
 Sign-ins (#135213) 
 
 Show the “Sign-ins” menu item under the Audit Information tab on People Management.  
 No additional access rights are required 
 Top 200, also limit My Profile sign-ins to the top 200 
 
   
 
 Learning Management 
 Product Setup - Training Requirements Matrix Spelling Error in Header (#133472) 
 Problem 
 
 On the Training Requirements Matrix tab, the header has a spelling error: "client-spesific" should be "client-specific"  
 
   
 Solution 
 
 Updated the translations. 
 
   
 
 Content Management 
 V9 Document Signing Robustness (#135310) 
 Problem 
 
 When V8 sends to digitally sign a document, safety and fallback measures are put in place for cases where it can fail; some of these cases do not log against an entry in which the document failed 
 
   
 Solution 
 
 Implement a new entity to log errors regarding the document signing process, as well as enhance the robustness of the process to singularize the validating and uploading of a file. 
 
   
 
 SigniChat 
 System notification sent every 4 hours to inform a person they have unread messages (#133263) 
 Problem 
 
 When retrieving data from a new service, the old schema is still referenced  
 
   
 Solution 
 
 Update to use the new reference value 
 
   
 Character entity displayed for special characters (#135449) 
 Problem 
 
 Some places still had unsanitized text within the communication portal.  
 
   
 Solution 
 
 Implement the new tag helper to sanitise the text fields 
 
   
 The button to add new chats is still shown when discussions are disabled (#136147) 
 Problem 
 
 With the new implemented change to not show the dropdown of products when there are no messages, it occupies a lot of white space  
 
   
 Solution 
 
 Implement a change to decrease the modal height when there are no message counts 
 
   
 Unread counter not rendered when there were no previous unread messages (#135935) 
 Problem 
 
 When a new SignalR message is received, the unread counts are updated if the user has their popup open, but the product group has the incorrect ID in which tries to update  
 
   
 Solution 
 
 Correct the ID value to update the product count 
 
   
 Unable to delete a people group (#136146) 
 Problem 
 
 When people groups are selected to be unlinked, nothing happens, as the wrong ID is being bound for the row to be removed  
 
   
 Solution 
 
 Correct the row ID value to be bound correctly for deletion 
 
   
 The button to add new chats is still shown when discussions are disabled (#136147) 
 Problem 
 When the discussion enabled has been toggled off, users can still see the Start New Discussions  
   
 Solution 
 Implement a fix to parse the correct value for the case where the new discussions are being rendered 
   
 
 Notifications 
 Product names displayed as one word (#136230) 
 Problem 
 
 The product name within the templates is only cast to a string value instead of getting the translation to localise  
 
   
 Solution 
 
 Implement a change to get the correct display name of the enum 
 
   
 Search functionality not working (#136235) 
 Problem 
 
 A new change was made to do child links under sub-tabs on the left-hand side, which results in the global search functionality relying on the tab name to filter the data.  
 
   
 Solution 
 
 Fix the query to get the child active names that are being used within the global search 
 
   
 
 Data Warehouse 
 Send job completion mail (#135969) 
 Problem 
 
 The separate scripts for V8 and V9 are not required 
 Error occurs within accUserLoginStats on UAT  
 
   
 Solution 
 
 Adjust the V9 DWH Job Results script to cater for V8 as well 
 Resolved the error accUserLoginStats by excluding the V8 offline DB within UAT 
 
   
 
 Dashboards 
 Kudos Not Found Error (#136229) 
 Problem 
 
 After confirming the "Do not show this message again" modal and then navigating with the Kudos widget button, an empty page is returned, with a duplicate "spa" in the URL.  
 
   
 Solution 
 
 Fixed the navigation URL and removed the extra "spa". 
 
   
 Add pop-up modal (#133274) 
 Problem 
 
 A small help modal for the kudos dashboard widget is required. It should have a "Do not show this message again" prompt. The Kudos button on the people management page needs to be changed to a pill button. 
 
   
 Solution 
 
 Modal implemented. Do not show this message again flag stored in local storage. If the flag does not exist, the modal is opened before navigating to the people management page; else, it navigates directly to the people management page. Kudos button changed to pill button. 
 
   
 
 Imports 
 Errors (#136080) 
 Problem 
 
 When updating a user's username, sometimes the detection misses the existence of the user and attempts to create a new user 
 
   
 Solution 
 
 The logic for identifying new users now checks both existingUsers and existingApplicationUsers lists, ensuring that users are only created if they do not exist in either collection. This improves accuracy when importing users and prevents duplicate entries 
 
   
 Automated Employee Import Error (#135625) 
 Problem 
 
 The instance of entity type 'ApplicationUser' cannot be tracked because another instance with the same key value for {'Id'} is already being tracked. When attaching existing entities, ensure that only one entity instance with a given key value is attached. Consider using 'DbContextOptionsBuilder.EnableSensitiveDataLogging' to see the conflicting key values. 
 
   
 Solution 
 
 Refactor identity update to resolve untracked update exception  
 
   
 People group import to be triggered as soon as employee import has been executed (#124098) 
 Problem 
 
 When a user import completes, only users are imported, not the people groups, people group users and reporting lines. 
 
 Solution 
 
 This pull request updates the list of import types sent during the additional service import request in the `ImportUsersEventConsumer` class. The change ensures that more types of data are included in the import request. 
 
   
 
 General 
 Location in Org displays character Entity when org name contains apostrophe (#132003) 
 Problem 
 
 With certain text values, characters like & are generated to an encoded value, as well as an apostrophe and so forth. 
 
   
 Solution 
 
 Implement a new global sanitised-input tag helper that resolves this case, so that we still have limitations on what gets sanitised 
 
   
 
 Master Data 
 Disabled Disciplinary Transgression Items break existing transgressions that use the item (#135320) 
 Problem 
 
 When disabling a Transgression Type, current Disciplinary Actions using the type cannot be edited. 
 
   
 Solution 
 
 Ensured the Transgression Edit page can be opened even when Transgression is not active. 
 
   
 
   
   
  

Version 9.1.181 (1 September 2025)
Imports 
 Errors (#136080) 
 Problem 
 
 The user import cannot transfer people due to the error Global appointment error, Failed to process transfers, details: Cannot insert duplicate key row in object 'JobProfiler.Appointments' with unique index 'IX_Appointments_UserId_RulesetId_EndDate'. The duplicate key value is (831760, 168, 2026-03-31 00:00:00.0000000). The statement has been terminated.  
 
   
 Solution 
 
 Change the order of the bulk insert in the appointment command to first update existing records and then add new records to avoid this conflict on the end date. 
 
   
 Missing Employee (#135967) 
 Problem 
 
 Import fails to stage more than 2100 users  
 
   
 Solution 
 
 Implement batching for Dapper queries when removing duplicate users for the staging queue. 
 
   
 
 Audit 
 Development Environment and Infrastructure for 2025 (#125158) 
 Problem 
 
 Sign-in history on the people profile did not receive the correct user ID, and the query which retrieved the history had a bug where it returned history for ALL users instead of filtering on the user it received.  
 
   
 Solution 
 
 Ensure that the correct user ID is retrieved and fix the query to always filter on the user ID.  
 
   
 
 Data Warehouse 
 Send job completion mail (#135969) 
 Problem 
 
 The package email step does not email all the execution results  
 
   
 Solution 
 
 Adjusted the script and added a step that will be used to retrieve the latest SQL Job results for the ExecuteSequence SSIS package 
 
   
 Daily Server Monitoring Checks 2025 (#125159) 
 Problem 
 
 The lmEmployeeTrainingRequirementsMatrix is executing very long due to the current script logic, and it refreshes all the data every day  
 
   
 Solution 
 
 Added a date filter to only refresh recent data and implemented a performance improvement within the SQL Script 
 
   
 
 Performance Management 
 [Copy from Previous] Search filters not reset, but results are (#133833) 
 Problem 
 
 When a user opens a modal to create a contract from another person, searches, then proceeds to cancel and reopens the modal, the results are reset, but not the search text.  
 
   
 Solution 
 
 Implement a change to reset the search text as soon as the results are reset and populated when the modal opens 
 
   
 
  

Version 9.1.180 (1 September 2025)
SigniChat 
 [Communications Portal] Multi-line messages displayed with the "<br/>" tag (#135973) 
 Problem 
 
 Text is displayed with encoding such as & and for new lines 
 
 
 Solution 
 
 Implement a new sanitise tag helper which sanitises the text and displays the output as needed 
 
 
 [Communications Portal] New message pulsing dot is hidden when you send a second message (#135988) 
 Problem 
 
 When a message is received from another user, the notification dot is toggled to display, but once another one is received, it removes itself  
 
   
 Solution 
 
 Implement a fix to extend the logic that if a message is received and a dot is already shown, do not remove 
 
 
 [Communications Portal] Unable to start a new chat when setting allows everyone to start one (#135961) 
 Problem 
 
 When the configuration type is set to " everyone can create a new discussion", a user still has no access, query only caters for the people group  
 
   
 Solution 
 
 Implement a change to allow for a check on the type of everyone or people group joined, if the user is included 
 
 
 Communications Portal] Rename the setting: "Everyone can start discussion" (#135968) 
 Problem 
 
 The phrase reads that everyone can start a discussion  
 
   
 Solution 
 
 Change wording to read that anyone can start a discussion 
 
 
 [Communications Portal] Unread counter not rendered when there were no previous unread messages (#135935) 
 Problem 
 
 When a message is received and the user has the portal open, the count is not increased, as the content is not rendered if the user has no unread messages  
 
   
 Solution 
 
 Change the HTML syntax to still render in the element, as well as update the wording being displayed 
 
 
 [Communications Portal] Translations not shown correctly (#135926) 
 Problem 
 
 Some translations were not updated to the new file format  
 
   
 Solution 
 
 Updated the missing file formats on some labels and headings 
 
 
 [Communications Portal] Owner cannot delete a group chat (#135963) 
 Problem 
 
 A group owner must also be able to delete a group chat if he/she is the owner 
 
   
 Solution 
 
 Change code check to allow deletion if the user is the owner 
 
 
 [Communication Portal] Pulsing red dot not removed from coms portal icon (#135372) 
 Problem 
 
 When a user has their chat portal open, and receives a message, a red dot indication is pulsing in the banner, but the user does have the chat already open 
 
   
 Solution 
 
 Implement a change to validate if the portal is open or not, and toggle the new notification depending on the state of the modal 
 
 
 [Communication Portal] Character entity displayed for special characters (#135449) 
 Problem 
 
 The discussion name value shows value for & 
 
   
 Solution 
 
 Implement a change to display the raw HTML name of the discussion 
 
 
 [Performance] [Communication Portal] Group Chat images loaded on every page (#135485) 
 Problem 
 
 The new group chat modal is rendered on every page 
 
   
 Solution 
 
 Move the modal out to only render when the new group chat is opened 
 
 
 [Communication Portal] Move options to start new chats to align horizontally with the add button (#135444) 
 Problem 
 
 When the user has no permission to create a new group discussion, the other items are pushed to the bottom 
 
   
 Solution 
 
 Decrease the position where it is being displayed, so that both items render in accordance with when only one does render 
 
 
 General UI changes (#135326) 
 Problem 
 
 A new translation file has been added, and not all places have been updated 
 
   
 Solution 
 
 Update the portal to make use of new translations. Add a check to show the total unread count, and only if there are any unread messages 
 
 
 
 Notifications 
 [V9 to V8 Integration][Admin][Import] Error on Import and unable to open Import Error Link (#135994) 
 Problem 
 
 On Import error mails, the web MVC link is used for navigation, which does not include the needed ruleset code and theme for authentication 
 
   
 Solution 
 
 Correct call to generate a login redirect short URL with the needed link 
 
 
 As a Ruleset Administrator, I want a new section for the Communication Portal under the Notifications tab (#135313) 
 Problem 
 
 The communication portal is currently open to any client, with anyone being able to create new chats 
 
   
 Solution 
 
 Implement a new setup where each client can configure their ruleset if discussions should be enabled or not, with additional new settings to allow for people groups or everyone to start new chats 
 
 
 General UI changes (#135326) 
 Problem 
 
 Currently, the modal is opened inside a wrapper, which causes it not to behave like a modal, and it needs to reload data each time 
 
   
 Solution 
 
 Change so that the UI reflects as a modal, keep the state of the modal content, and just display the modal as needed. Implement change to send a request to an iframe if it exists, capture the response, should there be one else follow normal process with chat. Should a value be received back from the v8 iframe? Give the option to the user to create a new chat or group chat regarding the eLearning pathway content. 
 
 
 
 Performance Management 
 [Performance Management][Review Year][Review Period] Check-in button giving error when outside of active Review Period (#132041) 
 Problem 
 
 A change was made to make the check-in dial clickable as the eye-icon for mouse over, but the condition check to allow the click was not included, which caused an error should the user click on it, even if they are not allowed to 
 
   
 Solution 
 
 Implement a change to move the validation check to accommodate the 2 cases where the check is needed. 
 
 
 
 Report Builder 
 [Report Builder][End User][Last Run Date] Last run date tooltip shows time report was last run +2 (#135938) 
 Problem 
 
 We calculate the DateTime value according to the client details(timezone|culture) in the server side, which is then sent to the client which includes the value 'Z' within the converted string value, indicating that the time is not local. This causes any jQuery or conversions being done to be reapplied with the current client's local timezone. So, for example, if a UTC datetime was for 10:00, after calculation in UTC+2, the time will be 12:00 sent to the UI, and after the dayjs calculation, the time will be 14:00  
 
   
 Solution 
 
 By removing the 'Z' will indicate to the UI that the time is local time already calculated 
 
 
 
 Ruleset Management 
 Warning when ruleset code/ theme key is changed (#135407) 
 Problem 
   
 
 When a login URL is used, the ruleset code forms part of the URL that many users bookmark. When the ruleset code is changed, this URL becomes invalid and breaks. 
  Currently, the user has no warning that this is the effect, nor is there any measure to allow bookmarked URLs with the code to not become invalid. 
  When the theme key also stored in the URL is changed, users will use the URL will be redirected to the default theme for the ruleset. The user changing the theme key is not warned about the impact. 
 
 
 Solution 
 
 
 When saving the ruleset management details for a new code, show a system message to inform the user that the theme URL will change. 
 
 
 
 
 When changing the theme key, show a system message to inform the user that the theme URL will change, and any user still using the previous theme URL will automatically be redirected to the default theme key for the ruleset 
 
 
 
 
 When the rulesetcode is changed, store the historic codes as a list against the ruleset in a value object. Use these codes in the app controller and identity when the ruleset ID is determined. 
 
 
 
 
 
 When the previous code is used, the theme key must also exist on the same ruleset to ensure an incorrect ruleset is not loaded that also uses the code as its new active code 
 When the rulesetcode cannot be found in the history,y displays a message to the user that the URL is not valid and they should contact their system administrator 
 
 
 
 
 
 Imports 
 Automated Employee Import Error (2) (#135625) 
 Problem 
 
 When a terminated user is imported without a position code, a new position is created with every import. When a terminated user is imported with a new start date and position with the same end date as the appointment, it is processed as a new appointment, causing all new appointments to fail to create.  
 
   
 Solution 
 
 When retrieving the position code from the existing appointments, include all appointments, not just the active appointments. When a new termination record is imported for a terminated user where the start date is before the current terminated appointment end date, handle it as a termination. Updated appointment import logic to use last appointments instead of only active appointments for transfer and new appointment calculations, ensuring no date overlaps. Refactored queries and handlers to support this, and added/updated unit tests to cover new scenarios for transfers, corrections, and overlapping appointments.  
 
 
 [Payroll Connectors] Client ID and option to change Client secret missing when editing existing connector (#135776) 
 Problem 
 
 When an integration form opens, the details are populated without the client ID, as the client ID is shared with the same ID value between payroll and PowerShell.  
 
   
 Solution 
 
 Implement a check as to which form is currently open and populate the client ID based on that check 
 
 
 Import Error (#135543) 
 Problem 
 
 When a schedule processes the Payspace or PowerShell scripts, the data cannot be staged due to Cannot insert a staging record without a valid OwnerUserId 
 
   
 Solution 
 
 Eliminated the check for a valid OwnerUserId in the UserImportStaging constructor and updated related unit tests. Also added ProcessPayroll job configuration to appsettings.Development.json. 
 
 
 [Payroll Connectors] Unable to add a new PowerShell script connector (#135772) 
 Problem 
 
 A new setting has been implemented to make use of for pay-space payroll connector, but within PowerShell, this control does not exist and therefore causes an error 
 
   
 Solution 
 
 Implement a null check to ensure the control first exists 
 
 
 [People Import] [Validation Report] Validation report populates "New Start Date In Group" when it was left blank in the import template (#134861) 
 Problem 
 
 When a user pulls the Import validation report, the user's Start Date of Position is used to populate the StartDateInGroup 
 
   
 Solution 
 
 Alter the check to make use of the correct field needed 
 
 
 Payspace changes to correct the appointment dates (#134132) 
 Problem 
 
 Start Date in the company is not mapped from Payspace  
 
   
 Solution 
 
 Map the employment date from the employee status API as the Start Date In Company for import 
 
 
 
 People Management 
 [Images] Issues with images on master (#135931) 
 Problem 
 
 The default list of avatar images is not shown. Initially, avatar images are fetched from Ruleset 1 if the current ruleset has none. Once an avatar picture is uploaded, it never does the fallback and then the 'defaults' are lost. Additionally, it appears as though the ruleset 1 specific content is not available on all environments, resulting in only the custom uploaded avatar images being displayed.  
 
   
 Solution 
 
 Always include the default avatar images in the list of available images to choose from. No longer fallback to Ruleset 1 content, but use the existing defaults avatar images folder. 
 
 
 [People Management]: The Load More button overlaps with People's Card (#135597) 
 Problem 
 
 The Load More button on the People Management card view overlaps user cards when the viewport is a certain resolution.  
 
   
 Solution 
 
 Removed the height specificity on the card container, causing the load more button to overlap the actual cards. 
 
 
 Upgrade issue (#135875) 
 Problem 
 
 The people group user list times out after 60s 
 
   
 Solution 
 
 Removal of the CTE (Common Table Expression) and restructuring the query to use a single SELECT statement, which improves readability and potentially performance. 
 Additionally, the query now includes organisation path information directly and sets a longer command timeout for large queries. 
 Query refactoring and optimisation
 
 Removed the CTE (`cteUser`) and replaced it with a single, streamlined SELECT statement in the SQL query for listing user items. This simplifies the query structure and reduces complexity.  
 Moved the join to `OrgNodes` (`cnp`) directly into the main query, ensuring that the `FlattenedOrgPath` is included for each user item without requiring a secondary join. 
 Added a command timeout of 600 seconds to the query execution, which helps handle cases where the query might take longer due to large datasets. 
 
 
 
 
 [People Management]: Profile Avatar selection is not saving (#134835) 
 Problem 
 
 Images of file types that are not JPG are not saving when selecting and saving the profile avatar.  
 
   
 Solution 
 
 Fixed what filetypes can be returned and used for avatar/profile. Not in scope of ticket, but changed the allowed file types when uploading images on profile image modal. Small code cleanup. Allowed filetypes (from Image Resources) are: PNG, JPG, JPEG, GIF, and SVG (this is an exception, as we only want admins to be able to upload SVGs). Changes discussed with William. No changes affect his current work. 
 
 
 
 Translations 
 [Login][End User][Language] Language selection duplicated on drop down (#135774) 
 Problem 
 
 Language options are shown in duplicate on Login screen. 
 
   
 Solution 
 
 Added a safeguard to the language publishing to not add the language to the cultures cache if it already exists. 
 
 
 [Ruleset Management][Admin User][Default Language] Able to select a language which is not published from the Default Language drop-down (#135670) 
 Problem 
 
 When setting the default language for a ruleset, you can pick a culture that is Not Published. 
 
   
 Solution 
 
 Change the default language options dropdown to not show languages that are not both selected (available) and published 
 
 
 
 Data Warehouse 
 Report Issues (#135915) 
 Problem 
 
 The Promotion Status calculations are not calculated correctly within TermMarks 
 
   
 Solution 
 
 Adjusted script that will calculate the TermMarks more accurately 
 
 
 Daily Server Monitoring Checks 2025 (#125159) 
 Problem 
 
 There are no emails that return the Deploy SSIS Packages results 
 
   
 Solution 
 
 Created SQL Script C_03610_99999_GenerateDWHDeployJobResultsToBeEmailed that will return the SSIS Deployment Packages results 
 
 
 [DWH] - Remove join between datasources People and Learner records (#135282) 
 Problem 
 
 There is no difference between Users and LearnerRecords within ReportBuilder 
 There is no notification regarding whether the deployed SSIS Packages ran successfully  
 
   
 Solution 
 
 Added Join between Users and LearnerRecords 
 Added a Task to execute the SQL Job that will email the SSIS Package run results 
 
 
 Integrations: Bulk Additional Service Imports: DWH (#135629) 
 Problem 
 
 A new SSIS Package is required within the Data Warehouse to refresh the report data on its own 
 
   
 Solution 
 
 Created a new SSIS Package LearningManagementReport_ETL THAT contains the required tasks to refresh the school report data 
 
 
 
 Job Profiler 
 Job Profiler: Importing competencies (#132883) 
 Problem 
 
 Competency analysis is not showing the correct position information, only the first appointment record returned, resulting in older position details displaying.  
 
   
 Solution 
 
 Order the appointments to ensure that the latest appointment information is selected to get the current position information. 
 
 
 [Job Management] Copy Position Error (#135780) 
 Problem 
 
 Copy position gives a DataTable error due to a missing column.  
 
   
 Solution 
 
 Refresh the position tab instead of manually adding a datatable row, which can be unstable if the rows ever change. 
 
 
 
 Dashboards 
 [Dashboards] Indicate when the dashboard has no data (#133268) 
 Problem 
 
 No script will do a Data Integrity check for the current V10 Dashboards  
 
   
 Solution 
 
 Created a Script that returns the Data Integrity data 
 
 
 
 Learning Management 
 The training matrix page gives an error on load when the server is busy (#135799) 
 Problem 
 
 The training matrix page does not load at certain times when the server is busy  
 
   
 Solution 
 
 Replace the long-running query to populate the job profiles dropdown with ListJobProfiles 
 
 
 LMS Portal: Subject Setup: No Cycle 'Weight in Period' Validation (#132285) 
 Problem 
 
 The weights in a cycle can exceed 100 
 
   
 Solution 
 
 Prevent users from assigning more than 100 total weight to interventions in a cycle, improving data integrity and user experience. 
 
 
 
 Identity and Authorisation 
 Login Report - Not recording reset password login data (#135574) 
 Problem 
 
 No new login logs are viewable on the report builder 
 
   
 Solution 
 
 Fixed backend User reference 
 
 
 
 Tenant Management 
 Tenant Creation | Not receiving initial email and user not authenticated (#135653) 
 Issue 1 
 Problem 
 
 A check is being done if the tenant setup has been completed before a notification for rulesetup is sent out, but an attempt is made to send the notification of the ruleset out before the last command for tenant is called 
 
   
 Solution 
 
 Correct the order to first finish last tenant setup command and then proceed with the notification with the ruleset 
 
 
 Issue 2 
 Problem 
 
 When a new tenant is created, it creates a support user and a few others as well. This makes use of the bulk user import functionality, as this now requires an import ID, which failed to create users 
 
   
 Solution 
 
 Parse the import ID to create the new users to proceed with the tenant setup 
 
 
 
 Caching 
 Employee appointment/termination error (#134571) 
 Problem 
 
 When a signed-in user terminates a user or adds a new user, the cache/roles are cleared and re-materialised, thus causing authentication issues, which throws a we're sorry screen  
 
   
 Solution 
 
 Extend the duration attempt to wait as well as increase the retry count to 2 times. 
 
 
 
 Date Handling 
 [Date Picker] Format to user language (#135450) 
 Problem 
 
 Date inputs were not formatting according to the user’s language. 
 
   
 Solution 
 
 Store the user’s date format in browser session storage (similar to timezones, but not persisted in cookies). Add a global JavaScript event listener for date inputs. This listener sets a data attribute on the input, containing the correctly formatted date. 
 
 
 [People Management][Admin User][Date Fields] Date fields not populated on edit, even though dates have been captured (#135972) 
 Problem 
 
 The way the date formats were applied did not work on Firefox, due to the way::before was used. 
 
   
 Solution 
 
 Instead of using a date-attribute and applying a style on that for::before, draw a span over the date input so that the correct date format is displayed.

Version 9.1.179 (1 September 2025)
Identity and Authorisation 
 Login Report - Not recording reset password login data (#135574) 
 Problem 
 
 The following pages did not record login successes or failures: - Confirm Account Creation - Continue Registration - Disclaimer: When logging in, the disclaimer is required - External Login: When logging in with a non-existent user with the 3rd party login - Login with Recovery Code - Registration - Reset Password  
 
   
 Solution 
 
 Added the missing logging functionality in the backend 
 
   
 Learningstore redirect givesan  error when logging into V10 (#135006) 
 Problem 
 
 When signing in via the learning store, the we're sorry screen appears. This is caused by the redirect code, which expires one month after creation.  
 
   
 Solution 
 
 Added logic to ensure it only expires after 10 years. Also added migrations to update existing redirect codes 
 
   
 
 Imports 
 Payspace: Adda  setting for effective and position effective dates (#135410) 
 Problem 
 
 For payspace import, some clients make use of PositionEffectiveDate, where others make use of Effective date for start in group data.  
 
   
 Solution 
 
 Implement a new setting to save accordingly to each connector so that a client can specify as to which one will be needed for the import. 
 
   
 Import Error (#135543) 
 Problem 
 
 The import error email is not always send to the administrators when Payspace Pull, Payspace Push, Powershell Pull or the Bulk import to V8 fails. When the acctual import after the payrol connector import fails then not email is sent When Code and Name of a org is supplied as empty strings the preimport validation rejects the import incorrectly with the error Org node with code - contains no Org Name; When the Bulk import between V8 and V9 fails then no email is send to the people administrators to be aware of  
 
   
 Solution 
 
 Change the import to send to the people with the people admin role when 'n backend import for the import types UserDetailsImport, CustomPowershellScriptImport, PaySpacePullImport, PaySpacePushImport, BulkAdditionalServiceImport When a user does the import from the front end only they will receive the error Change prevalidation on org to only require the name when the org code is provided Auto unlock a failed backend bulk V8 import after a period of 2 hours 
 
   
 Bulk Additional Service Import Failed (#135542) 
 Problem 
 
 When the bulk additional service import is triggered, it includes the appointment history, which is currently not finished implemented in the v8 side. This then causes the import to fail, even if all the others succeeded  
 
   
 Solution 
 
 Remove the appointment history from the additional service import to not execute for now 
 
   
 User Import: Queue Users for import via the API (#133099) 
 Problem 
 
 When users are imported via the API, a check is done to see if there is an active report; if so, it stops the newly requested user import  
 
   
 Solution 
 
 Implement functionality to stage the data and be picked up by the next job process 
 
   
 Payspace changes to correct the appointment dates (#134132) / Birthdays dates incorrect on Main Dashboard timeline(#135175) 
 Problem 
 
 When pulling dates in Payspace on production, where the server's timezone is UTC dates with an offset return the UTC representation, which is not handled, e.g 1990-03-16T00:00:00+02:00" becomes 1990-03-15 22:00:00.0000000  
 
   
 Solution 
 
 Ensure the offset is parsed as the same date without the time component, e.g. 1990-03-16T00:00:00+02:00" becomes 1990-03-16 00:00:00.0000000 
 
   
 
 People Management 
 Inactive Positions (Not Published) are not being accounted for correctly by the system. (#126723) 
 Problem 
 
 When terminating an employee from the grid view on the people management index page, the "Keep position active" flag was not honoured, but always true.  
 
   
 Solution 
 
 Fix the MDBSwitch to bind value using checked instead of value, and fix keepPositionActive property name (the name of React was different from the one returned from the API) 
 
   
 People Management: Admin Access to Profile Fields (#135626) 
 Problem 
 
 The 'Assets' heading in people management does not update when the user changes the text on the frontend. 
 
   
 Solution 
 
 There was no translation added, and the text "ASSETS" was hardcoded. Simply added the existing matching translation 
 
   
 [Filter]: Default to Active Tab (#135477) 
 Problem 
 
 The default filter view in the ManagePeople tab is "All" and needs to be "Active"  
 
   
 Solution 
 
 Changed the default to "Active" 
 
   
 Rename 'Manage People' (#135211) 
 Problem 
 
 The 'Manage People' button requires renaming to 'View/Edit People', including the tooltip.  
 
   
 Solution 
 
 Rename the 'Manage People' English translations to 'View/Edit People'. 
 
   
 Display the correct Pop-up modal text (#135482) 
 
 Problem 
 
 Bug on translations displaying incorrectly. Issue is resolved, translations resources generated on master. The size of the help modal is too small.  
 
   
 Solution 
 
 Updated modal size, translations already working. 
 
   
 No Close button on the Pop-up modal (#135483) 
 
 Problem 
 
 The "Not finding the person" help modal had no close button. (Can click on the modal to close)  
 
   
 Solution 
 
 Added a close button. 
 
   
 Late Coming Warning on HRIS (#135379) 
 Problem 
 
 When adding a new user transgression, it displays inactive transgressions/outcomes  
 
   
 Solution 
 
 Only return active transgressions/outcomes. 
 
   
 
 System Access 
 Employee appointment/termination error (#134571) 
 Problem 
 
 Once a user has been added/terminated, the Redis cache is cleared, and a new call is made to materialize data as well as repopulate the user roles for the signed in user. Thus, after adding or terminating the user, the call is made to the Respective service to fetch the needed data, which requires the role of the user who is signed in, and because the roles are busy populating again, the error is thrown, which is caused by a 401 - Unauthorised  
 
   
 Solution 
 
 Implement a check within the /Edit path view, which the signed-in user is redirected to after they have added or terminated the user, to wait for half a second, and should the error of unauthenticated state be received and try once more. 
 
   
 
 Assessment Builder 
 Online Marking: Investigate (#135561) 
 Problem 
 
 When the ink annotation is clicked, it sets the pdf viewers state, where the user can draw, they do then need to click again to create the canvas, this can cause that they need to for each separate canvas be able to click multiple times  
 
   
 Solution 
 
 Implement a new solution change to create a new canvas after every mouse-up event 
 
   
 
 Data Warehouse 
 Daily Server Monitoring Checks 2025 (#125159) 
 Problem 
 
 The package failed on UAT due to the V8 DB, which does not have the UserLog table anymore  
 
   
 Solution 
 
 Added V8 DB to be excluded within UAT for V8 Login calculations 
 
   
 Discrepancies - Leaver Report (#134926) 
 Problem 
 
 There are fields required for the Employee Termination Report on the V9 Report Builder  
 
   
 Solution 
 
 Added fields StartDateInCompany and EndDateInCompany within Users - Added field IsLatestAppointment within Appointments 
 
   
 Remove the join between data sources, People and Learner records (#135282) 
 Problem 
 
 There are entries within DataSourceJoins that need to be archived  
 
   
 Solution 
 
 Created a Step that will archive entries within DataSourceJoins if the DataSources have been archived 
 
   
 
 Audit 
 Security Audit Report (#133313) 
 Problem 
 
 Audit export breaks sometimes from V8, as the AuditId prop does not always contain a value.  
 
   
 Solution 
 
 Make the AuditId DTO nullable on the V9 side, to work with null audit IDs from v8 audit data. 
 
   
 
 Content Management 
 009 Digital Signing Failed (#135527) 
 Problem 
 
 Fail notification is sent for each try to sign a document, which caused a lot of emails  
 
   
 Solution 
 
 Change the fail notification for signing documents to only send when the max retry count is reached. 
 
   
 
 Notifications 
 Cannot upload images using the uploader (#135366) 
 Problem 
 
 On the notification template, WYSIWYG editors when you add images to the message body or the system message body, the images do not persist after saving the template.  
 
   
 Solution 
 
 Store the images server-side for the notification templates to ensure they persist. 
 
   
 
  

Version 9.1.178 (1 September 2025)
People Management 
 Employee appointment/termination error (#134571) 
 Issue 1 
 Problem 
 
 Sometimes the Were Sorry Screen is shown on the termination of people  
 
 
 Solution 
 
 Ensure that the backend handles concurrent processes better 
 
 
 Issue 2 
 Problem 
 
 After terminating a user and then terminating another user thereafter, a `We're Sorry` view is returned due to an authentication issue  
 
 
 Solution 
 
 Updated backend logic to fix the fault causing the authentication 
 
 
 Issue 3 
 Problem 
 
 After terminating a user, a `We're Sorry` view is returned due to an authentication issue  
 
 
 Solution 
 
 Updated backend logic to fix the fault causing the authentication issue 
 
 
 Add an audit export on the user's profile for sign-ins per day (#133325) 
 
 Add an audit export on the user's profile to export a report for a specific successful sign-in day

 
 The purpose is to draw an audit report for a specific user on a date they were logged in to see what the user changed 
 
 
 
 
 IR data - report (#134913) 
 Problem 
 
 To display the user who uploaded a transgression file, the query makes use of the EditedUser; this is not ideal, as there could be instances where the edited user gets updated, which then loses the original uploader information.  
 
 
 Solution 
 
 Added a new UploadedByUserId column to directly set the ID of the user who uploads the document on the transgession. Added/amended with a new column where required. Added additional null handling on the transgression file details select for incase the user id is 0 (should not happen, but added to prevent the modal from breaking). 
 
 
 [Kudos] Image enhancements (#133277) 
 Problem 
 
 User story requires me to style the Kudo badges in People Management. 
 The cursor needs to be changed to a pointer when hovering over Kudo badges. 
 When a Kudo is selected, it should stand out more, while the rest of the unselected Kudos need to be greyed out. 
 
 
 Solution 
 
 Cursor changed to pointer upon hovering over badges. 
 Box shadow and border around badge when selected is now more rounded. 
 Selecting a badge greys out all over badges that are not selected. 
 
 
 [People Management] Own record should be visible (#133381) 
 Problem 
 
 The user card of the user currently logged in is not displayed in the "My Department" and "My Company" tabs of the people management page. 
 
 
 Solution 
 
 Updated search parameters to ensure the logged-in account is displayed in the "My Company" and "My Department" tabs in people management. 
 
 
 [People Management] Employee Card changes (#133385) 
 Problem 
 
 Improvements to the user cards had to be made. The name and business title will sometimes overlap with icons; this needed to be fixed. 
 The clickable area on the card is inconsistent and needed to be over the entire card. 
 The subordinate count bubble needed to be clickable on the TEAM and PEOPLE tabs. 
 On the other two tabs, the tooltip when hovering over the subordinate count bubble needed to display the message: "This item is only clickable in the 'MY TEAM' and 'MANAGE PEOPLE' tabs." 
 When clicking on the subordinate count bubble, the user needs to be routed to the Team Insights page. 
 
 
 Solution 
 
 The name and title text have been made smaller, and the name and title are now limited to 30 characters each. 
 The entire user card is now clickable instead of only the top half. 
 The subordinate count bubble now displays the right tooltip and is clickable on the correct tabs. 
 The user is successfully redirected to the Team Insights page when clicking on the subordinate count bubble. 
 
 
 [People Management] Panel shifting on v8 (#133406) 
 Problem 
 
 A panel in the Edit Person page was shifting when opening a V8 menu. 
 
 
 Solution 
 
 Overrode the styling that causes the issue when opening the V8 menu. 
 
 
 [People Management] Update filter view (#133383) 
 Problem 
 
 
 
 The button link slider on the grid view tab of the Manage People tab needed to be on the card view, too. 
 Debouncing had to be implemented for keystrokes when searching. 
 A modal had to be added that provided the user with tips for searching when no users are found. 
 
 
 
 
 Solution 
 
 
 
 The button link slider is now on both tabs, and the items are correctly ordered. 
 Debouncing for the search has been implemented, and the search tip modal has been successfully implemented. 
 Some minor UI changes have been made, as well as spelling mistakes fixed. 
 
 
 
 
 Imports 
 User Validation report not created (#135312) 
 Problem 
 
 When exporting the User Validation Report on the Payspace type import (which includes the failed to import data pulled from Payspace), the openxml export functionality breaks due to the dynamic objects returned. 
 For the failed import records, only the username and validation message are returned and not the rest of the staging data fields.  
 These are expected when the OpenXmlService tries to build the sheet because the other imported records do have them.  
 
 
 Solution 
 
 Ensure that the staged properties are always included, allowing the open xml export to correctly get the required fields for the export. 
 
 
 An error occurred during an import (#135315) 
 Problem 
 
 There are certain scenarios where the org node import has either all nodes fail, or nothing imported, then the resulting list of nodeids to refresh ends up being empty. 
 When the command to update the org flat path is called, if the nodeid list is empty, it ends up refreshing the paths for ALL nodes, across all rulesets, leading to potential timeouts and unnecessary refreshes.  
 
 
 Solution 
 
 Added a check to not do the flat path refresh if the nodeid list is empty. 
 Included RulesetId on the refresh query to ensure that it can only ever refresh the org nodes for the ruleset data being imported. 
 
 
 Org errors when Payspace/PowerShell imports run (#134958) 
 Problem 
 
 New validation was added to prevent a parent from becoming a child of its child. 
 With this change, it broke other flows where reorganising the structure no longer worked  
 
 
 Solution 
 
 Enhance the method to search for whether the parent moves to as a Descendant of its child  
 
 
 User Import: Add custom fields (#133089) 
 Problem 
   
 
 Clients import custom fields for reporting and other objectives 
  Clients with custom fields 
 
   
 Solution 
   
 V9 
   
 
 
 Add 20 custom field columns to the user import  
 
 
 
 
 
 Add to the front-end template and import 
 Add to the API import 
 Add to the PowerShell Payroll connector import 
 
 
 Add a table in Account.UserCustomFields to store the data with 20 columns 
 Add the custom fields in the export user data API 
 
   
 V8 
   
 
 
 Change the bulk pull of data via the integration API to receive and stage the extra custom fields 
 
 
 
 Languages 
 Language Preference Handling (#134859) 
 
 A user can now ONLY update their language preference on the login page - they can simply view their current language on the my preferences page on webmvc, but they cannot update it. 
 How it works now: User lands on the login page. Look for a cookie for the language (identity ONLY) and pre-select the language on the login page if the cookie exists. If the cookie does not exist, we pre-select the language from the default ruleset language. 
 When the user updates the language, we simply update the cookie value. This ensures that the language is set when the user lands on the login page again. 
 When the user  successfully  logs in, we store the language in the db (this is done really only for auditing purposes or for a fallback later on perhaps, it is not used or required elsewhere  currently ). We also use the cookie (again still only on identity) and set the "locale" claim of the user, which will be stored in the bearer token. This allows us to easily send the language from identity to webmvc (and to use it there). 
 From now on, we read the language preference of the user ONLY from the claim while logged in. I removed the WebMVC culture cookie completely as to avoid confusion. 
 
 
 
 Notifications 
 Cannot upload images using the uploader (#135366) 
 Problem 
 
 Emails will not send when the CustomToRecipient is an empty string instead of null. 
 Gives error "The recipient address must be specified.: "  
 
 
 Solution 
 
 Modified assignment of the recipient to check for white space and null. Also corrected the assignment to customToEmail to use GetString instead of ToString. GetString will honour a null JSON value and return null, while ToString returns an empty string for a null JSON value 
 
 
 Search icon on communications panel header not implemented (#135181) 
 Problem 
 
 No implementation has been done for the search for the communication portal  
 
 
 Solution 
 
 Implemented search functionality to search discussions  
 
 
 Pulsing red dot not shown next to the chat where a new message was received (#134974) 
 Problem 
 
 When a user sends a new message, an indication is sent over signal r if that user has the portal open, the unread count does not change  
 
 
 Solution 
 
 Implement a new change to update the unread count when a message is sent, and the user has the portal open 
 
 
 Chats are not removed when deleted (#134857) 
 Problem 
 
 When a chat is deleted, it is soft-deleted within the backend, but still returns deleted chats to the user  
 
 
 Solution 
 
 Alter the script to not return deleted chats 
 
 
 You cannot create a new chat on a mobile device (#135179) 
 Problem 
 
 When on a mobile device, mouse hover can not be triggered to display new communication  
 
 
 Solution 
 
 Add a new event handler to listen for a click to toggle the items 
 
 
 
 Performance Management 
 KC weights displayed incorrectly when using Decimals (#135102) 
 Problem 
 
 On the Review Setup Templates, all the Weights are formatted to decimal count 0.00, except Key Competencies  
 
 
 Solution 
 
 Alter to format to the correct value to display for the key competency 
 
 
 Performance Management: Delete agreements returns an error message (#135305) 
 Problem 
 
 Some of the people lists break and shows a snack error, logs indicate a column cannot be found.  
 
 
 Solution 
 
 Corrected the join for the People Group Custom query items select.  
 
 
 
 Report Builder 
 Report Builder: Filter Operator Returning an Error (#135385) 
 Problem 
 
 Report filter criteria operator is getting sanitized when using > or < as the operator, causing the report generation to break. 
 
 
 Solution 
 
 Add report filter criteria operator and value to the exclusion list for sanitisation  
 
 
 DateTime Conversion (#134860) 
 Problem 
 
 Date formats and conversions using custom cultures and timezones did not work when executed on services other than webmvc and specifically on reportbuilder when run in a docker container.  
 
 
 Solution 
 
 This happened because we did not include 'icu-data-full' when adding icu-libs and tzdata in the docker files (except webmvc).  
 
 
 
 Data Warehouse 
 Create an API for the Training Requirements Matrix to be retrieved (#131532) 
 Problem 
 
 The join was incorrect between Users and TrainingRequirementsMatrix, which causesa  performance issue with the DWH Package - Adjustments are required for WFA  
 
 
 Solution 
 
 Corrected join between Users and TrainingRequirementsMatrix - Adjustments made within lmStudentSubjects and lmTermResults for WFA 
 
 
 Corrected DATETIME conversion error within accUser (#125159) 
 Problem 
 
 The DWH package failed due to a DATETIME conversion error within accUsers  
 
 
 Solution 
 
 Adjusted the accUsers script to prevent DATETIME errors for the Date fields 
 
 
 Implement a permanent solution for Template Names within pdmContractPeriods (#134946) 
 Problem 
 
 The TemplateName caused confusion when it returned Int values due to copy templates changes made within the system  
 
 
 Solution 
 
 Added field TemplateCreatedFrom within pdmContractPeriods to identify how the template was created and only return TemplateNames that are equal to 'Template' 
 
 
 Tenant Usage Stats (125159) 
 Problem 
 
 Most of the fields did not populate within TenantUsageStats  
 
 
 Solution 
 
 Updated the script that will inject all the available fields from staging to the actual table 
 
 
 Investigate and Adjust accUserLoginStats (#134945) 
 Problem 
 
 The ActiveUserCounts were calculated per SchemaID and not per V8 DB Names, which is incorrect  
 
 
 Solution 
 
 Added the DBNAME with join within insert #AllLogins for V8 calculation 
 
 
 Adjusted Source Script (#125159) 
 Problem 
 
 The script failed due to a divide-by-zero error  
 
 
 Solution 
 
 Adjusted the lmTermResults_Staging script to resolve the error 
 
 
 Assistance with Disciplinary Action Outcomes (#135190) 
 Problem 
 
 Within the ReportBuilder, there is no join between Users (People) and DisciplinaryActions  
 
 
 Solution 
 
 Updated the DataSourceJoin script to include a join between Users and DisciplinaryActions 
 
 
 Updated Source Script (#125159) 
 Problem 
 
 The Package for accTenantUsageStats failed due to the ItemType field that has been removed from PeopleGroupUserItems  
 
 
 Solution 
 
 Resolved this by updating the SQL Source Script to use the new field Excluded from the table PeopleGroupUserItems 
 
 
 Discrepancies - Leaver Report (#134926) 
 Problem 
 
 Field 'HasActiveAppointment' is required within Users (People). Field 'Published' has been removed from JobProfiler Source Table  
 
 
 Solution 
 
 Added field HasActiveAppointment within Users that will be used to calculate if a user has an active appointment daily. 
 Removed field 'Published' from JobProfiles 
 
 
 
 Learning Management 
 Pathways: Marksheet: Remove Comment Category from the Comments (#135277) 
 Problem 
 
 The Comment Category is displayed in the comments field.  
 
 
 Solution 
 
 Remove the Comment Category from the comments field to only display the actual comment 
 
 
 
 Job Profiler 
 Inactive Positions (Not Published) are not being accounted for correctly by the system. (#126723) 
 Problem 
 
 When terminating an employee from the grid view on the people management index page, the "Keep position active" flag was not honoured, but always true. 
 
 
 Solution 
 
 Fix the MDBSwitch to bind value using checked instead of value, and fix keepPositionActive property name (the name of React was different from the one returned from the API) 
 
 
 
 Main Dashboard 
 [Banner] Preview empty (#133418) 
 Problem 
 
 The banner preview in the AddBanner modal on the Main Dashboard did not display a default banner (the preview before selecting any banners). 
 
 
 Solution 
 
 Ensuring the default banner path is correctly assigned to the image URL, as well as ensuring the default banner path is correctly returned for different environments, with multiple fallbacks. 
 
 
 [Main Dashboard] Changes on More Insights | Span of Control (#133375) 
 Problem 
 
 All reporting lines for each user on the "Span of Control" page were visible and needed to be a tooltip to prevent cluttering up the page. Position needed to be displayed for each user. When you click on a user, it needs to open their manage person modal. 
 
 
 Solution 
 
 All reporting lines are now tooltips when hovering over position title. Position title is now a pill next to each person. When clicking on a user record, it opens his Manage-Person-Modal. 
 
 
 
 Master Data 
 [Master Data] Fix display of last edited date (#133282) 
 Problem 
 
 Last Edited column header in MasterData data tables needs to be changed from LAST EDITED to LAST EDITED (BY USER), and the last edited table data needed to be formatted so that the dateTime is first and the user ID is last, and in brackets. 
 
 
 SolutionThe  
 
 Last Edited column header was changed with Signify Translation Helper. Translation JSON files updated. Formatting of column data changed to match: "DateTime (userID)". 
 
 
 
 Ruleset Management 
 [Ruleset Management][Admin User][New Ruleset Login] Unable to log into a newly created ruleset (#134902) 
 Problem 
 
 When a new ruleset is created from a ruleset where there is no default appointment type, then the first user on the new ruleset has no appointment and cannot login. 
 
 
 Solution 
 
 This pull request modifies the SQL query in the GetDefaultAppointmentTypeAsync method to handle cases where no default appointment type exists. The change ensures that a fallback query is executed when a default appointment type is not found. 
 
 
 
 New Functionality 
 Communications 
 As a System Owner, I want to combine Chat functionality and Inbox functionality so that this becomes the Communication Portal 
 Business Rules   
 
 
 
 
 The chat and inbox should be combined   
 
 
 
 
 
 
 When clicking on the icon in the header, open the chat page   
 
 
 
 
 
 
 
 
 
 
 All dis cussions regarding the product are shown first   
 
 
 
 
 
 
 
 
 
 
 
 
 Discussions about [ Product Name]   
 
 
 
 
 
 
 
 
 
 
 When a message was sent to a person while in a performance agreement , the context will show, for example, [Review Year Name ] | Review Period   
 
 
 
 
 
 
 
 
 
 
 People reporting to the manager are shown by default in the Performance Management section     
 
 
 
 
 
 
 
 
 
 
 Other discuss ions across all other products are also available    
 
 
 
 
 
 
 
 
 The context here is the Product Name   
 
 
 
 
 
 
 
 
 
 
 The other messages section includes   
 
 
 
 
 
 
 
 
 Imports   
 
 
 
 
 
 
 
 
 
 
 Exports   
 
 
 
 
 
 
 
 
 
 
 Documents   
 
 
 
 
 
 
 
 
 
 
 Training Requests   
 
 
 
 
 
 
 
 
 
 
 Leave Requests   
 
 
 
 
 
 
 
 
 
 
 HR Processes   
 
 
 
 
 
 
 
 
 
 
 When clicking on one of the other message buttons , the user will be navigated to the “old” inbox   
 
 
 
 
 
 A red flashing dot will display when there is a new message   
 
 
 
 
 
 
 
 
 
 
 On the icon in the header   
 
 
 
 
 
 
 
 
 
 
 
 
 Other messages – on the button of the tab that has a new item   
 
 
 
 
 
 
 
 
 
 
 New Discussions and Group Discussions can be created   
 
 
 
 
 
 
 
 
 Add an option to only allow Group Owners to post messages on Group Discussions 
 
 
 
 
 
 
 
 
 
 
 
 
 When this toggle has been selected, only the Group Owner can make posts   
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 The people in the group will not be able to send messages and will only see the messages that the owner posts   
 
 
 
 
 
 
 
 
 
 As a manager viewing the Performance Agreement of one of my employees, I want to start a discussion with the employee 
 Business Rules   
 
 
 
 
 When clicking on the Inbox icon, the chat opens and disp lays the current employee’s / manager’s chat   
 
 
 
 
 
 
 
 
 The header displays the Review Year and Review Period    
 
 
 
 
 
 As a person viewing my Performance Agreement, I want to start a discussion with my manager 
 Business Rules   
 
 
 
 When clicking on the Inbox icon, the chat opens and displays the current employee’s / manager’s chat   
 
 
 
 
 
 
 The header displays the Review Year and Review Period  

Version 9.1.177.5 (Support Release - 25 August 2025)
People Management 
 People Group list times out (#135875) 
 Problem 
 
 The people group user list times out after 60s 
 
   
 Solution 
 
 Removal of the CTE (Common Table Expression) and restructuring the query to use a single SELECT statement, which improves readability and potentially performance. Additionally, the query now includes organisation path information directly and sets a longer command timeout for large queries. 
 
   
 
 Identity and Authorisation 
 Learningstore redirect gives an error when logging into V10 (#135006) 
 Problem 
 
 When signing in via the learning store, the we're sorry screen appears. This is caused by the redirect code, which expires in one month after creation. 
 
   
 Solution 
 
 Added logic to ensure it only expires after 10 years. Also added migrations to update existing redirect codes 
 
   
 Login Report - Not recording reset password login data (#135574) 
 Problem 
 
 No new login logs are viewable on the report builder 
 
   
 Solution 
 
 Fixed backend User reference 
 
   
 
 Imports 
 Import Error (#135543) 
 Problem 
 
 When a schedule processes the Payspace or PowerShell scripts, the data cannot be staged due to Cannot insert a staging record without a valid OwnerUserId 
 
   
 Solution 
 
 Eliminated the check for a valid OwnerUserId in the UserImportStaging constructor and updated related unit tests. Also added ProcessPayroll job configuration to appsettings.Development.json. 
 
   
 Payspace changes to correct the appointment dates (#134132) 
 Issue 1 
 Problem 
 
 Start Date in the company is not mapped from Payspace 
 
   
 Solution 
 
 Map the employment date from the employee status API as the Start Date In Company for import 
 
   
 Issue 2 
 Problem 
 
 Start Date in the company is not mapped from Payspace 
 
   
 Solution 
 
 Map the employment date from the employee status API as the Start Date In Company for import 
 
   
 
 Learning Management 
 LMS Portal: Subject Setup: No Cycle 'Weight in Period' Validation (#132285) 
 Problem 
 
 The weights in a cycle can exceed 100 
 
   
 Solution 
 
 Prevent users from assigning more than 100 total weight to interventions in a cycle, improving data integrity and user experience. 
 
   
 
 Tenant Management 
 Tenant Creation | Not receiving initial email and user not authenticated (#135653) 
 Issue 1 
 Problem 
 
 A check is being done if the tenant setup has been completed before a notification for rulesetup is sent out, but an attempt is made to send the notification of the ruleset out before the last command for tenant is called 
 
   
 Solution 
 
 Correct the order to first finish last tenant setup command and then proceed with the notification with the ruleset 
 
   
 Issue 2 
 Problem 
 
 When a new tenant is created, it creates a support user and a few others as well. This makes use of the bulk user import functionality, as this now requires an import ID which failed to create users 
 
   
 Solution 
 
 Parse the import ID to create the new users to proceed with the tenant setup 
 
   
 
   
 
  

Version 9.1.177.4 (Support Release - 21 August 2025)
People Management 
 People Management: Admin Access to Profile Fields (#135626) 
 Problem 
 
 The Assets heading on people management does not update when the user changes the text on the frontend. 
 
 
 Solution 
 
 There was no translation added, and the text "ASSETS" was hardcoded. 
 Simply added the existing matching translation 
 
 
 
 Identity and Authorisation 
 Login Report - Not recording reset password login data (#135574) 
 Problem 
 
 The following pages did not record login successes or failures: 
 
 Confirm Account Creation 
 Continue Registration 
 Disclaimer: When logging in, the disclaimer is required 
 External Login: When logging in with a non-existent user with the 3rd 
 party login 
 Login with Recovery Code 
 Registration 
 Reset Password 
 
 
 
 Solution 
 
 Added the missing logging functionality in the backend 
 
 
 
 Imports 
 Import Error (#135543) 
 Problem 
 
 The import error email is not always send to the administrators when Payspace Pull, Payspace Push, Powershell Pull or the Bulk import to V8 fails. 
 When the acctual import after the payrol connector import fails then not email is sent  
 When Code and Name of a org is supplied as empty strings the preimport validation rejects the import incorrectly with the error Org node with code - contains no Org Name; 
 When the Bulk import between V8 and V9 fails then no email is send to the people administrators to be aware of 
 
 
 Solution 
 
 Change the import to send to the people with the people admin role when 'n backend import for the import types UserDetailsImport, CustomPowershellScriptImport, PaySpacePullImport, PaySpacePushImport, BulkAdditionalServiceImport 
 When a user does the import from the front end only, they will receive the error 
 Change prevalidation on org to only require the name when the org code is provided 
 Auto-unlock a failed backend bulk V8 import after a period of 2 hours 
 
 
 
 People Groups 
 Employee appointment/termination error (#134571) 
 Problem 
 
 When a signed-in user terminates a user or adds a new user, the cache/roles are cleared and re-materialised, thus causing authentication issues, which throws a we're sorry screen 
 
 
 Solution 
 
 Extend the duration attempt to wait as well as increase the retry count to 2 times, 
 
 
 
 System Access 
 Employee appointment/termination error (#134571) 
 Problem 
 
 Once a user has been added/terminated, the Redis cache is cleared, and a new call is made to materialise data as well as repopulate the user roles for the signed-in user. 
 Thus, after adding or terminating the user, the call is made to the Respective service to fetch the needed data, which requires the role of the user who is signed in, and because the roles are busy populating again, the error is thrown, which is caused by a 401 - Unauthorised 
 
 
 Solution 
 
 Implement a check within the /Edit path view, which the signed-in user is redirected to after they have added or terminated the user, to wait for half a second, should the error of unauthenticated state be received and try once more. 
 
 
 
 Imports 
 Bulk Additional Service Import Failed (#135542) 
 Problem 
 
 When the bulk additional service import is triggered, it included the appointment history, which is currently not finished implemented in the v8 side. This then causes the import to fail, even if all the others succeeded 
 
 
 Solution 
 
 Remove the appointment history from the additional service import to not execute for now

Version 9.1.177.3 (Support Release - 16 August 2025)
Content Management 
 Digital Signing Failed (#135527) 
 Problem 
 
 Fail notification is sent for each try to sign a document, which caused a lot of emails 
 
 
 Solution 
 
 Change the fail notification for signing documents to only send when the max retry count is reached. 
 
 
 
 People Management 
 IR data - report (#134913) 
 Problem 
 
 To display the user who uploaded a transgression file, the query makes use of the EditedUser; this is not ideal, as there could be instances where the edited user gets updated which then loses the original uploader information. 
 
 
 Solution 
 
 Added a new UploadedByUserId column to directly set the ID of the user who uploads the document on the transgession. Added/amended with a new column where required. Added additional null handling on the transgression file details select for incase the user id is 0 (should not happen, but added to prevent the modal from breaking).

Version 9.1.177.2 (Support Release - 14 August 2025)
Notifications 
 Cannot upload images using the uploader (#135366) 
 Problem 
 
 On the notification template, WYSIWYG editors, when you add images to the message body or the system message body, the images do not persist after saving the template. 
 
 
 Solution 
 
 Store the images server-side for the notification templates to ensure they persist. 
 
 
 
 Imports 
 Payspace changes to correct the appointment dates (#134132) 
 Problem 
 
 When pulling dates in Payspace on production, where the server's timezone is UTC, dates with an offset return the UTC representation, which is not handled, e.g 1990-03-16T00:00:00+02:00" becomes 1990-03-15 22:00:00.0000000 
 
 
 Solution 
 
 Ensure the offset is parsed as the same date without the time component, e.g. 1990-03-16T00:00:00+02:00" becomes 1990-03-16 00:00:00.0000000 
 
 
 User Validation report not created (#135312) 
 Problem 
 
 When exporting the User Validation Report on the Payspace type import (which includes the failed to import data pulled from Payspace), the openxml export functionality breaks due to the dynamic objects returned. 
 For the failed to import records, only the username and validation message is returned and not the rest of the staging data fields; these are expected when the OpenXmlService tries to build the sheet because the other imported records do have them. 
 
 
 Solution 
 
 Ensure that the staged properties are always included, allowing the open xml export to correctly get the required fields for the export. 
 
 
 
 People Management 
 Late Coming Warning on HRIS (#135379) 
 Problem 
 
 When adding a new user transgression, it displays inactive transgressions/outcomes 
 
 
 Solution 
 
 Only return active transgressions/outcomes.

Version 9.1.177.1 (Support Release - 11 August 2025)
People Management 
 Employee appointment/termination error (#134571) 
 Problem 
 
 Once a user has been added/terminated, the Redis cache is cleared, and a new call is made to materialise data as well as repopulate the user roles for the signed-in user. 
 Thus, after adding or terminating the user, the call is made to the Respective service to fetch the needed data, which requires the role of the user who is signed in, and because the roles are busy populating again, the error is thrown, which is caused by a 401 - Unauthorised 
 
   
 Solution 
 
 Implement a check within the /Edit path view, which the signed in user is redirected to after they have added or terminated the user, to wait for half a second, should the error of unauthenticated state be received and try once more. 
 
   
 
 People Groups 
 Performance Management: Delete agreements returns an error message (#135305) 
 Problem 
 
 Some of the people lists break and show a snack error. Logs indicate a column cannot be found 
 
   
 Solution 
 
 Corrected the join for the People Group Custom query items select 
 
   
 
   
  

Version 9.1.177 (11 August 2025)
People Groups 
 Search filter caches previous search result (#134842) 
 Problem 
 
 
 The search filter value does not clear when opening and closing modals. 
 
 
 
 Solution 
 
 
 Ensure that the search filter clears when opening and closing modals 
 
 
 
 
 Search field seems longer than usual (#134858) 
 
 Problem 
 
 
 The search field seems longer than usual on some of the modals 
 
 
 
 Solution 
 
 
 Ensure that the search boxes on all the modals are the same length 
 
 
 
 
 
 Job Grade details not included in the message (#134863) 
 
 Problem 
 
 
 Job Grade details are not included in the message 
 
 
 
 Solution 
 
 
 Ensure that Job Grade details are included in the message 
 
 
 
 
 
 Org unit change order and duplicate (#135091) 
 Problem 
 
 
 When adding Org Units to a custom PG, if the modal is only closed without adding a new unit to the PG. When reopening the modal to add then the org nodes are displayed in duplicated. When the modal is opened, the org structure is appended to the content. Close does not destroy the treeview.  
 
 
 
 Solution 
 
 
 Correctly destroy the tree view to ensure that when the modal is opened again, it is populated fresh. 
 
 
 
 
 Allow select all when clicking on "Select" to delete people from the group (#135089) 
 Problem 
 
 
 Currently, there is no way to select multiple people at once to delink them in people group management  
 
 
 
 Solution 
 
 
 Added new reusable logic to attach new functionality to the "SELECT" heading of the table, and once the user clicks on the heading, everyone on that page is selected. They can then remove them all simultaneously 
 
 
 
 
 People Group Cleared after appointing a new person (#135028) 
 Problem 
 
 
 The all people people group returns no results  
 
 
 
 Solution 
 
 
 Changed the destination table for user insertion from `#PeopleGroupUsers` to `#CalculatedUsers` for the "All People" group logic in `PeopleGroupsQueries.cs`. This likely aligns the "All People" group with the same user calculation process as other groups. 
 
 
 
 
 Data Warehouse 
 Report Builder: List Operator not Working on Parameters (#135074) 
 Problem 
 
 
 The attendance has not been added to the ListItemValue list  
 
 
 
 Solution 
 
 
 Added Attendances within ListItemValue that will populate the list dropdown for Attendances data 
 
 
 
 xAPI Report (#134665) 
 Problem 
 
 
 xAPI Data Collection was failing on some tenants due to a mismatch between the LastSyncDate and the returned statements. Some statements then already exist on the flattened xapi statement.  
 
 
 
 Solution 
 
 
 Added handling to check that duplicate statements are removed first before inserting any new ones. 
 
 
 
 
 Report cards: Mistake (#134775) 
 Problem 
 
 
 Adjustments are required as requested within StudentSubjects and TermMarks  
 
 
 
 Solution 
 
 
 Implemented manual updates and deletions within steps for lmStudentSubjects and lmTermMarks 
 
 
 
 
 People Management 
 
 Payspace changes to correct the appointment dates (#134132) 
 Problem 
 
 
 The start date in group and start date in company are not imported correctly. When only SDIC is supplied, it overrides the SDIG incorrectly. The SDIG incorrectly validates that it cannot be before the first appointment. When the start date of the appointment in the position is moved earlier, it incorrectly gets rejected because it cannot be before the current start date  
 
 
 
 Solution 
 
 
 Correctly map SDIG and SDIC Change check to ensure the SDIG can be completed before the first appointment date, but not after. Change the appointment check to allow appointment corrections on the start date when the position remains the same. Ensure the people group database cache is busted after import 
 
 
 
 
 Discrepancies - Leaver Report (#134926) 
 Problem 
 
 
 People Management Grid view load additional people fails sometimes, this happens when there is an issue on the appointment information where the termination date is before the start date. This causes the year & months worked calculation to fail. 
 
 
 
 Solution 
 
 
 Handle the failure when the termination date is before the employee's appointment start date by then only returning the work anniversary date and not the year/month calculation. 
 
 
 
 
 Learning Management 
 [Training Matrix Requirement]: +ADD button not responsive (#135069) 
 Problem 
 
 
 The import template has extra columns, breaking the import staging Org nodes without orgpaths are displayed on the training matrix  
 
 
 
 Solution 
 
 
 Replace the import template with the new version. Remove orgnodes without a path. 
 
 
 
 
 Rapport (#134908) 
 Problem 
 
 
 Manual adjustments for subject name are requested within StudentSubjects  
 
 
 
 Solution 
 
 
 Manually updated the subject name within the DWH for lmStudentSubjects 
 
 
 
 -1 save (#134762) 
 Problem 
 
 
 The user could copy and paste invalid values to the marksheet  
 
 
 
 Solution 
 
 
 Add Validation checks to prevent this 
 
 
 
 
 Content Management 
 
 [Digital Signing] [Bulk Signing] Not all documents signed (#135019) 
 Problem 
 
 
 When a file is being tried to upload and an error occurs, or credentials fail to validate, the entire method is stopped and returns File failed to upload  
 
 
 
 Solution 
 
 
 Implement an internal retry count of 3 times with 20seconds apart to retry to upload the file or validate the credentials, instead of failing directly. 
 
 
 
 
 Position title query (#134957) 
 Problem 
 
 
 When a user wants to generate a document using the autodoc feature, the position title placeholder returns the incorrect position title. This is because it does not order the appointments by the latest appointment for the user, and naturally returns the first position it finds.  
 
 
 
 Solution 
 
 
 Order the appointments first before retrieving the relevant placeholder information. 
 
 
 
 
 Event Scheduling 
 
 Typing in the cost fields does not work correctly (#134285) 
 Problem 
 
 
 Typing a value in the amount of the Costs tab table did not work properly due to rounding. 
 
 
 
 Solution 
 
 
 Use the custom system rounding method instead of 'toFixed(2)' 
 
 
 
 
 Make full line clickable, not just the > (#134884) 
 Problem 
 
 After saving the attendance for the session or overall, the list page does not refresh with the updated counts. 
 
   
 Solution 
 
 Ensure that the list page refreshes for a certain course after the attendance was updated. 
 
   
 
 Imports 
 Incorrect error when Parent is moved below the child (#134660) 
 Problem 
 
 With the new validation rule implemented to not allow new parent orgs to be defined, the error gets logged for the number of org levels there are  
 
   
 Solution 
 
 Implement a new check to break out of iteration for this Exception being thrown 
 
   
 [Integrations] [Payroll Connectors] Unable to save a new connector (#134483) 
 Problem 
 
 After a payroll has been soft deleted and is being created again, a validation rule applies to ensure that the connector does not exist  
 
   
 Solution 
 
 Enhance the logic rule to also ensure it only validates existing payroll connectors that have not been marked as deleted 
 
   
 User Import: Add custom steps to Account/Job Profiler/Identity (#133088) 
 Problem 
 
 When user-import data is being retrieved for custom steps, org levels are not being returned after level 1  
 
   
 Solution 
 
 Fix the naming convention of the org levels being selected 
 
   
 Payroll connector is not populating Job grade (#134763) 
 Problem 
 
 The import is blocked by address validation when the address is available in the payroll but not used in Signify 
 The current PowerShell connector is outdated 
 It is difficult to see why the actual user import is not running 
 
   
 Solution 
 
 This pull request introduces several changes aimed at improving validation logic, enhancing logging, updating PowerShell script templates, and refining UI elements. The most significant updates include removing redundant address validation logic, adding a new logging step for incomplete imports, modernising the PowerShell script for Sage Payroll integration, and updating UI icons for clarity. 
 
   
 
 Report Builder 
 Report Builder: An error occurred while processing your request. (#134450) 
 Problem 
 
 When a report is viewed, People Groups are populated if it has not been. When a group has a lot of users, a timeout exception can occur, which fails the report.  
 
   
 Solution 
 
 Enhance and modify the query to optimise for faster results. Generate a new user-friendly message to indicate that the display users are still being reloaded. 
 
   
 
 Ruleset Management 
 [Help Page][Edit section] Save button on Ruleset 1 not saving after editing (#134847) 
 Problem 
 
 When the Default ruleset has no sections, no user guides can be saved or created  
 
   
 Solution 
 
 Implement new checks and enhance to create user guides for creation, should the default ruleset have no user guide 
 
   
 
  

Version 9.1.176 (11 August 2025)
Ruleset Management 
 [Help Page] Save button shows quickly, then disappears (#134850) 
 Problem 
 
 The button is only hidden after the data is retrieved.  
 
   
 Solution 
 
 Alter the flow to hide the button when a call is made 
 
   
 Unable to save a new connector (#134483) 
 Problem 
 
 
 After a payroll has been soft deleted, and is being created again, a validation rule applies to ensure that the connector does not exist 
 
 
 
 Solution 
 
 
 Enhance the logic rule to also ensure it only validates existing payroll connectors that have not been marked as deleted 
 
 
   
 Client ID and Secret fields are cleared when you edit the connector (#134480) 
 Problem 
 
 When the change Client Secret is toggled, the correct value should be hidden or shown 
 
   
 Solution 
 
 Split the correct logic and values for each element 
 
   
 
 Imports 
 People Management: Payroll connector is not populating Job grade (#134763) 
 Problem 
 
 The import is blocked by address validation when the address is available in the payroll but not used in Signify 
 The current PowerShell connector is outdated 
 It is difficult to see why the actual user import is not running 
 
   
 Solution 
 
 This pull request introduces several changes aimed at improving validation logic, enhancing logging, updating PowerShell script templates, and refining UI elements. The most significant updates include removing redundant address validation logic, adding a new logging step for incomplete imports, modernising the PowerShell script for Sage Payroll integration, and updating UI icons for clarity. 
 
   
 Incorrect error when Parent is moved below the child (#134660) 
 Problem 
 
 
 
 With the new validation rule implemented to not allow new parent orgs to be defined, the error gets logged for the number of org levels there are 
 
 
 
 
 Solution 
 
 
 
 Implement a new check to break out of iteration for this Exception being thrown 
 
 
 
 
 Streamline V9 to V8 sync (#126727) 
 Problem 
 
 
 When retrieving simplified data between Account and JobProfiler details, no direct call can be made within the same query  
 
 
 
 
 Solution 
 
 
 Enhance and split out the logic to the correct service to retrieve each separate data per user. 
 
 
 
 
 Tenant Management 
 System Help Page cannot save (#134332) 
 Problem 
 
 
 Administrators could not access the edit page  
 
 
 
 Solution 
 
 
 Administrators can always access the edit page and save button, but only the primary ruleset admins can edit sections 2 and 3 
 
 
 
 
 People Management 
 Filtering is not working (#134646) 
 Problem 
 
 
 
 A recent change was made to accommodate user filtering that must be cleared when logging out. Because of this, a change was not set to update the sections of clearing search values  
 
 
 
 Solution 
 
 
 
 Add a new set field to update the search filter values 
 
 
 
 Expand the people groups include and exclude functionality (#129793) 
 Problem 
 
 
 Extend people group queries to include job grades and query conditions  
 
 
 
 Solution 
 
 
 Split the people group admin into included and excluded sections. Each section has people, group conditions and query conditions. Add job grades to group conditions. Implement query conditions with validations and execution preview available in the account and no profiler services. 
 
 
 
 Screen preferences reset every time I log in (#132852) 
 Problem 
 
 When logging out, all filter criteria on people management is cleared. 
 
 Solution 
 
 Remove search criteria (filter and alphabet) from other filter criteria, store in its local storage key and clear it when logging out - which keeps the other filter criteria in the local storage - ready for when the user logs back in again. 
 
 
 [People Management] [Admin] Filters not stored per user (#107920) 
 Problem 
 
 When you switch to another ruleset on the same browser (without first logging out of the previous ruleset), the search filter criteria are pulled over into the new ruleset. 
 
 Solution 
 
 This happens because the search filter criteria is stored within the local storage, which will always be the same for the same domain, even if the ruleset differs. Make the key of the local storage contain the ruleset id, so that the filter criteria, stored in the local storage, can be unique per ruleset. 
 
 
 
 Performance Management 
 [PM] [Review Year] Search not working correctly when adding People Groups to linked Setup (#134227) 
 Problem 
 
 
 
 When the text field is being cleared, the results are not being reset, only after a new key press is done  
 
 
 
 Solution 
 
 
 
 Add a new check foran  empty result to then reset the data again 
 
 
 
 
 
 SigniChat 
 Unable to open/initiate chat (#133060) 
 Problem 
 
 An error occurs when the user types a message using Signi chat. 
 
   
 Solution 
 
 Error occurred due to the name of the user being stored in the 'Name' claim and not in the 'GivenName' claim. Updated method to check both 'Name' and 'GivenName' 
 
   
 
 Event Scheduling 
 Implement new Load More arrow and make it dynamic (#133668) 
 Problem 
 
 "Load more" arrow button displayed on the people group users modal, even though there weren't any more items to load.  
 
   
 Solution 
 
 Ensure that the button only displays when there are more items to load. 
 
   
 Training Interventions not pulling through (#134273) 
 Problem 
 
 Training interventions were not displayed, due to the rule set ID not being passed through to retrieve the training interventions. (Regression bug, after the GRPC method was made to [AllowAnonymous]) 
 
   
 Solution 
 
 Ensure the ruleset ID is passed through to the service method when retrieving training interventions. 
 
   
 Do not wrap icons/text (#134274) 
 Problem 
 
 Icons and text were wrapped improperly on the status buttons for both session and overall attendance.  
 
   
 Solution 
 
 Improve styling and fix the improper wrapping of text.  
 
   
 An error appears when typing time (#134275) 
 Problem 
 
 An error appears when typing the time for the session manually using the keyboard.  
 
   
 Solution 
 
 This happened due to the validation which occurs as the user types. This is a problem because as the user types, the time might be invalid until the entire time is entered. I removed the validation which happens on the event and moved it to just before the user saves the changes. 
 
   
 Not all Events open and load the page from the top (#134276) 
 Problem 
 
 Not all Events open and load the page from the top - rather, the page sometimes jumps to the middle and focuses on the sessions accordion. 
 
   
 Solution 
 
 Ensure that when the details tab loads, it focuses on the first element on the page.  
 
   
 Completion Status page does not scroll entirely (#134279) 
 Problem 
 
 The overall attendance register modal had unnecessary white space at the bottom of the modal just before the buttons. 
 
   
 Solution 
 
 Remove the whitespace.  
 
   
 Pop-up does not appear on hover (#134284) 
 Problem 
 
 Missing tooltips and tooltips not displaying over the correct elements. 
 
   
 Solution 
 
 Add the missing tooltips and ensure that existing tooltips display over the correct elements.  
 
   
 Typing in the cost fields does not work correctly (#134285) 
 Problem 
 
 Typing a value in the amount of the Costs tab table did not work properly due to rounding. 
 
   
 Solution 
 
 Use the custom system rounding method instead of 'toFixed(2)'  
 
   
 The Cancel/Close button does not return the user to the previous page (#134289) 
 Problem 
 
 Close buttons on modals did not correctly route you back to the correct modals after switching around between modals. 
 
   
 Solution 
 
 Ensure that you are taken to the correct modals when switching around (opening and closing) between different modals. 
 
   
 
   
   
   
   
   
   
   
   
   
   
   
  

Version 9.1.175 (11 August 2025)
Notifications 
 Due Date Notifications are not CC'ing the Parent/Guardians of the Students (#134294) 
 Problem 
 
 Next of kin users do not receive emails when sent from V8 
 
   
 Solution 
 
 Resolve the problem for CC and BCC addresses when email is sent externally 
 
   
 Screenshots not displaying correctly (#133883) 
 Problem 
 
 When no screenshot is included in the email, it still shows an image tag 
 
   
 Solution 
 
 Display the image if there is one, else show an error message 
 
   
 
 Data Warehouse 
 Daily Server Monitoring Checks 2025 (#125159) 
 Problem 
 
 The DWH results cannot be retrieved and emailed from Master or other clients  
 
   
 Solution 
 
 Created script C_03592_99999_GenerateDWHJobResultsWithinInsertEmailsToBeSent.sql that will be used to fetch and email the latest DWH Job Results 
 
   
 Term 2 Report Card (#133772) 
 Problem 
 
 Not all the new subjects are available within StudentSubjects, and the Marks are not calculating correctly for certain cases within TermResults 
 
   
 Solution 
 
 Added the extra subjects for Grade 10 students and corrected the Mark calculations within the task "Manually Update lmTermResults_Staging_V9  
 
   
 Update the existing report to show all the login data (#133324) 
 Problem 
 
 Extra fields are required within accUserLogins for Security Auditing purposes 
 
   
 Solution 
 
 Added new fields IPAddress, Browser and FailedReason within accUserLogins_Staging_V9 and accUserLogins 
 
   
 
 Learning Management 
 Attendance History Date-Pickers (#134520) 
 Problem 
 
 The calendar range picker shows incorrectly (without styling) on the attendance history 
 
   
 Solution 
 
 Import the Syncfusion styles correctly to ensure the calendar range picker control renders correctly.  
 
   
 
 Organisational Structure 
 Improve org import validation and performance (#133495) 
 Problem 
 
 When the save changes are called after all the Org nodes are built, and an exception occurs, all users fail and therefore cannot proceed to import the rest of the identity 
 
   
 Solution 
 
 Make a change to save per user in the org, and if that fails, fail that user instead. Change how the org nodes are built up with a more generic approach to improve performance 
 
   
 
 People Management 
 Avatars and Profile Images settings (#134522) 
 Problem 
 
 The Image Resources settings handling the display/upload of Avatar images were also affecting the profile image selection and upload. 
 
   
 Solution 
 
 Removed the if check determining the display of the Profile Picture selection and upload, as this must ALWAYS be visible and not be affected by the Avatar settings. 
 
   
 Send Welcome Notification displays the incorrect username for the user with a ( ' ) (#134187) 
 Problem 
 
 When a user has the " ' " character in their name, the system does not render this character correctly. 
 
   
 Solution 
 
 Modifying the frontend logic to render it as raw HTML, which then displays the character correctly. 
 
   
 
 Performance Management 
 PM Manager not correct on Print View report (#134451) 
 Problem 
 
 On the contract print preview, the performance manager is not displayed correctly.  
 
   
 Solution 
 
 Fix the print preview page to correctly display the user's performance manager 
 
   
 Wage performance reviews (#134309) 
 Problem 
 
 When Dual Participation is disabled, the manager cannot copy Manager Ratings to Final. 
 
   
 Solution 
 
 Remove dual participation limitation on the check that determines whether to allow copying ratings to the final 
 
   
 
 Imports 
 Exception Errors (#133141) 
 Problem 
 
 When syncing data from PaySpace, the employee's position effective date is used as the position start date rather than the Effective position date. Everytime an appointment is changes on Payspace, regardless if it influence the position or dates, a new appointment is created. The OFO codes are not used but differs between companies for the same job code, causing validation issues.  
 
   
 Solution 
 
 This pull request introduces enhancements to the `PaySpaceUserDetailsExportCommandHandler` class by adding configuration support and refining logic for handling OFO codes and user details. Key changes include the integration of a new configuration setting, improved conditional checks, and updates to user detail mappings. 
 
   
 User Import: Add custom steps to Account/Job Profiler/Identity (#133088) 
 Problem 
 
 When running imports through the services for Account, JobProfiler and Identity, data is being processed and handled through business rules, but no additional to handle special cases per ruleset  
 
   
 Solution 
 
 Add custom import steps for pre and post import per service to handle the different cases, should there be an existing script to handle a ruleset's special conditions. 
 
   
 
 Identity and Authorisation 
 Default displayed language not applied from the Login page (#132901) 
 Problem 
 
 Upon user sign-out, all cookies and identification data are deleted. As a result, the login screen cannot be rendered properly due to the absence of necessary context, such as language preferences.  
 
   
 Solution 
 
 Introduce a new cookie during user login to store the user ID. This identifier can then be used to retrieve the appropriate language settings. After setting the cookie, the page should be reloaded to apply the updated configuration based on the new cookie. 
 
   
 
 Tenant Management 
 System Help Page cannot save (#134332) 
 Problem 
 
 Users can access the edit page for system feedback on other Rulesets  
 
   
 Solution 
 
 Prevent seeing the edit button if not on Ruleset 1 
 
   
 
  

Version 9.1.174.3 (Support Release - 31 July 2025)
Ruleset Management 
 Save button on Ruleset 1 not saving after editing (#134847) 
 Problem 
 
 
 On rulesets other than the default, User Guides could not be updated or saved, as it was using the User Guide of the default to try and update 
 
 
 
 Solution 
 
 
 Implement and enhance the User Guides to be able to create a new Guide and its configuration for that ruleset, referencing the needed data from the default ruleset 
 
 
 
 
 
 Imports 
 People Management: Payroll connector is not populating Job grade (#134763) 
 Issue 1 
 Problem 
 
 The import is blocked by address validation when the address is available in the payroll but not used in Signify 
 The current PowerShell connector is outdated 
 It is difficult to see why the actual user import is not running 
 
   
 Solution 
 
 This pull request introduces several changes aimed at improving validation logic, enhancing logging, updating PowerShell script templates, and refining UI elements. The most significant updates include removing redundant address validation logic, adding a new logging step for incomplete imports, modernising the PowerShell script for Sage Payroll integration, and updating UI icons for clarity. 
 
   
 Issue 2 
 Problem 
 
 Not all fields are mapped from a PowerShell script. 
 
   
 Solution 
 
 This pull request enhances the  ProcessPowerShellPayrollConnectorsCommandHandler class by extending the user data mapping logic to include additional fields. These changes improve the comprehensiveness of the payroll processing functionality by capturing more user attributes. 
 
   
 
 Learning Management 
 -1 does not save (#134762) 
 Problem 
 
 When overriding is enabled on the Mark Interventions, we only save the marks if they are manually entered. If we copy and paste values, the marks for those students are not flagged as overridden. Please note that entering '-' also does not set the override flag 
 
   
 Solution 
 
 Replaced the logic that is used to determine if a user's mark has been overridden. Allowing copy and pasting when the Mark Interventions are set to auto with override enabled 
 
   
 Cannot add comment for learner (#134761) 
 Problem 
 
 Copy and paste text that contains text that starts with a month name. 
 It automatically switches to date and time format `DD/MM/YYYY` 
 
   
 Solution 
 
 Set the format to be text only for comments and Numbers only for Marks 
 
   
 
 HR Processes 
 HR Processes emails (#134452) 
 Problem 
 
 When the Request Workflow levels are set up in such a way that the direct next level approver is the same as the current approver, the next level is auto approved as well. In this case, the notification howeve,r is not sent should there be a subsequent approver, since the request's current approval level does not take into account those levels that have been auto-approved. 
 
   
 
 Consider workflow: Level 1 - Line Manager is Approver Level 2 - Specific Position E.g. Hr Admin Level 3 - Specific Position E.g. CEO 
 
   
 
 If the originator of the request's line manager is also the Hr Admin, then when the Level 1 approval happens, Level 2 is also approved automatically. 
 The notification, however, sends through the current approval level (Level 1), and the recipient is retrieved for the next level (Level 2). The Hr Admin then ends up receiving two emails, and the CEO never receives the email (although the request correctly falls into their queue). 
 
   
 Solution: 
 
 Ensure that the current or subsequent next level approval is sent to the notification event to ensure the correct level approver recipient is retrieved. 
 
   
 
  

Version 9.1.174.2 (Support Release - 24 July 2025)
Learning Management 
 Attendance History Date-Pickers (#134520) 
 Problem 
 
 The calendar range picker shows incorrectly (without styling) on the attendance history 
 
   
 Solution 
 
 Import the Syncfusion styles correctly to ensure the calendar range picker control renders correctly 
 
   
 
 People Management 
 Avatars and Profile Images settings (#134522) 
 Problem 
 
 The Image Resources settings handling the display/upload of Avatar images were also affecting the profile image selection and upload. 
 
   
 Solution 
 
 Removed the if check determining the display of the Profile Picture selection and upload, as this must ALWAYS be visible and not be affected by the Avatar settings. 
 
   
 
 Tenant Management 
 System Help Page cannot save (#134332) 
 Problem 
 
 Users can access the edit page for system feedback on other Rulesets 
 
   
 Solution 
 
 Prevent seeing the edit button if not on Ruleset 1 
 
   
 
  

Version 9.1.174.1 (Support Release - 21 July 2025)
Imports 
 Exception Errors (#133141) 
 Problem 
 
 When syncing data from PaySpace, the employee position effective date is used as the position start date rather than the Effective position date. Every time an appointment is changed on Payspace, regardless of whether it influences the position or date, a new appointment is created. The OFO codes are not used consistently across companies for the same job code, resulting in validation issues. 
 
   
 Solution 
 
 This pull request introduces enhancements to the `PaySpaceUserDetailsExportCommandHandler` class by adding configuration support and refining logic for handling OFO codes and user details. Key changes include the integration of a new configuration setting, improved conditional checks, and updates to user detail mappings. 
 
   
 
  

Version 9.1.174 (21 July 2025)
Performance Management 
 Action Plan section and General comment sections not always 'open' (#134363) 
 Problem 
 
 The previous applied fix allowed adding action plans/comments had condition checks reversed.  
 
   
 Solution 
 
 Corrected condition check to correctly reflect setting on whether allowed to add/edit AP / Comments.  
 
   
 Action Plan section and General comment sections not always 'open' (#134363) 
 Problem 
 
 Action Plan items and general comments can not be added when period phases are inactive 
 
   
 Solution 
 
 Add a new configuration check to do a validation check by ignoring the phase validation, to be able to add the action plans and general comments 
 
   
 
 Report Builder 
 Selected field on report when data table box is deselected already exists when (#132340) 
 Problem 
 
 When clicking on the Data Source checkbox to include all the available fields, a snack error is shown indicating that a field has already been added to the report. 
 
   
 Solution 
 
 Added an existence check when adding the entire data source fields to skip the field if it has already been included in the report. 
 
   
 
 Imports 
 Due Date Notifications are not CC'ing the Parent/Guardians of the Students (#134294) 
 Problem 
 
 Next of Kin import api call fails  
 
   
 Solution 
 
 Resolve the problem in the case of null email addresses for next of kin, as api call response does not support null values 
 
   
 
 Learning Management 
 Product Setup for Learning Management and V9 Error Log (#134245) 
 Problem 
 
 On one ruleset, the Training Intervention Codes are null, and this causes the view model to throw exceptions when the user tries to access the product management page. 
 
   
 Solution 
 
 Added null handling when the Training Intervention Codes are received from the DB. 
 
   
 
 API / Themes 
 Themes set for menu item on V9 not imported to module on V8 (#134336) 
 Problem 
 
 When no Secondary Colour is set for a theme, it is saved as NULL. When then fetched externally (V8 theme sync), it returns as null, but the LESS theme generation on v8 expects there to be a secondary colour. 
 
   
 Solution 
 
 By default, the secondary colour to Black (000000) if no secondary colour is chosen for the External List Themes API call. The system sets this to default on the front end if the secondary is not specified.  
 
   
 
  

Version 9.1.173 (21 July 2025)
People Management 
 Unable to access employee profile (#134130) 
 Problem 
 
 When a ruleset has more than one loction master data record, the people edit page break between different users who is linked to different locations. Only one location is stored in the cache, and then the other person's location cannot be found. This breaks the summary and address views.  
 
   
 Solution 
 
 Updates the `ListMasterDataCachedAsync` method in `src/Web/WebMVC/Services/MasterDataService.cs` to improve the handling of `RecordIds` during filtering. 
 The changes simplify the logic and ensure the original `RecordIds` are preserved for filtering operations. 
 Changes to `ListMasterDataCachedAsync`: * Updated the method to store the original `RecordIds` in a separate variable (`originalRecordIds`) and set `RecordIds` in the filter to an empty enumerable. This ensures the original values are not overwritten during processing. * Modified the filtering logic to use the `originalRecordIds` variable instead of directly accessing `cfgFilters.RecordIds`. This improves clarity and preserves the integrity of the original filter data. 
 
   
 Switching profiles on PM (#131168) 
 Problem 
 
 On larger rulesets, viewing a user's profile on people management can sometimes timeout, especially if they are viewing a terminated user (which is not stored in people group users cache). The check to see whether the admin has access to the user is also excessive, requiring an entire people group of users to fetch and then just checking whether the user ID exists in that set or not. Recent improvements to MaterializedPeopleGroupUsers are already alleviating some issues with this, but an additional change is described below to streamline this check.  
 
   
 Solution 
 
 Change HasUserInActivePeopleGroup in the UserService to check if the cache is populated for that people group. If not, emit an integration event that will fetch and populate the users for that people group into the cache. Added new PG gRPC methods to only do a check whether the provided userid exists within the provided people group id on MaterialisedPeopleGroupUsers and return true/false. This happens regardless of the above check for cache. 
 
   
 Send Welcome Notification displays the incorrect username for the user with a ( ' ) (#134187) 
 Problem 
 
 When a user has the " ' " character in their name, the system does not render this character correctly.  
 
   
 Solution 
 
 Modifying the frontend logic to render it as raw HTML, which then displays the character correctly.  
 
   
 Kudos show duplicates on Dashboard (#134263) 
 Problem 
 
 The user can send a KUDO to themselves, which creates issues with the Kudo Give and Receive system. 
 
   
 Solution 
 
 Prevented the user from being able to send a kudo to themselves by modifying existing logic. 
 Added a new banner to distinguish the signed-in user from other users in People Management 
 
   
 
 Performance Management 
 Bulk delete (#133673) 
 Problem 
 
 When contract periods are deleted in bulk action, the contract itself is still not deleted 
 
   
 Solution 
 
 Add a new case to delete the contract when there are no other contract periods that are not deleted 
 
   
 Import Key Competencies for Templates (#133580) 
 Problem 
 
 When importing Review Setup Templates, the section 'Key Competencies' is not allowed and therefore dismissed. Some Business rules that validate the data only occur in the import, which can lead to the import failing  
 
   
 Solution 
 
 Implemented a new change to allow the section ' Key Competencies' to be added within the Import. Modified the validation logic that checks the Import file with the few business rules that were not checked before scheduling the import  
 
   
 Action Plan not pulling through (#134225) 
 Problem 
 
 When retrieving action plan data to display for the functionality to copy from, an error occurs that needs new implemented data fields which was not provided in the query 
 
   
 Solution 
 
 Enhanced method to provide and retrieve the needed fields for display 
 
   
 Error When importing Templates (#134207) 
 Problem 
 
 When a decimal value has been added with a separator that is different from the machines culture, the value is marked as failed and can not be converted. When the Stretch Target section KPI is not picked up with changes made for Key Competencies  
 
   
 Solution 
 
 Change the conversion to not check at the culture and make use of the default invariant culture. Add a check for stretch targets to resolve the field value 
 
   
 VB item weights not copied when weights are entered manually (#133589) 
 Problem 
 
 When auto copy is enabled, for the value and behaviour sections, the weights were taken from the Review Setup (by design). This however, is not following how business wants to use it and when auto copy is enabled, it should take the items & weights from ALL the sections from the source contract. 
 
   
 Solution 
 
 Modified the copy contract from previous functionality to take the items & weights from the source contract for the Values & Behaviour and Leadership Behaviour sections when auto copy is enabled. 
 
   
 
 Report Builder 
 Training Report (#133748) 
 Problem 
 
 Incorrectly setting up the report builder filters can lead to incorrect data being returned. 
 
   
 Solution 
 
 Modifications to the data retrieval to ensure correct behavior for filter conditions and enhancing the readability of the additional filter examples to more clearly highlight usage. 
 
   
 Employee Profile Data Category appears multiple times on Report Data Access list (#133537) 
 Problem 
 
 Employee Profile Data Category appears multiple times on the Report Data Access list  
 
   
 Solution 
 
 Ensure that duplicate categories do not display by filtering out archived categories. 
 
   
 The imported report does not have the people group filter (#134242) 
 Problem 
 
 When a report is exported, the check to show the people group filter is not included in the export data, as well as when an import is done, the fields are not updated as there are no fields parsed in the export 
 
   
 Solution 
 
 Modify the export to include the field, and also update the fields within the import based on the data in the export file. 
 
   
 
 Language 
 Date format (English SA) not being applied to the report (#133070) 
 Problem 
 
 Dates and times are not converted properly to the culture format of the logged-in user on the report builder.  
 
   
 Solution 
 
 Ensure that glibc is copied properly to the final image in the docker files, as it was only installed in the build stage (all but WebMVC - is handled correctly). 
 
   
 
 Tenant Management 
 Prevent tooltips from displaying until the page has finished loading (#133170) 
 Problem 
 
 When loading the page, if a tooltip is showing and the page finishes loading, the tooltip gets stuck on the page  
 
   
 Solution 
 
 Delete orphan tooltips after the page finishes loading 
 
   
 Screenshots not displaying correctly (#133883) 
 Problem 
 
 Not all elements were being consistently captured after user feedback  
 
   
 Solution 
 
 Use the native screen capture to get the image exactly as the user sees it 
 
   
 
 Notifications 
 Welcome Email Notification | Reset Password Link not working (#134161) 
 Problem 
 
 When a welcome email is generated, the reset link and the security key do not match the web-encoded security key when used, and it fails to log in. When a standard user tries to send a welcome email, the feature gives and error  
 
   
 Solution 
 
 This pull request introduces updates to improve security and logging in the Account and Identity services. Key changes include encoding security keys for password reset URLs, enhancing logging for invalid security keys, and removing redundant authorisation attributes. 
 
   
 
 Exports 
 Streamline V9 to V8 sync (#126727) 
 Problem 
 
 When a user syncing issue arises, it causes users to not be able to log in to the learning portal  
 
   
 Solution 
 
 Implement a new endpoint to retrieve simplified data to sync 
 
   
 
 Data Warehouse 
 PAS report shows template ID instead of the name (#134074) 
 Problem 
 
 The TemplateNames for ContractPeriods are being stored as IDs when the templates are copied 
 
   
 Solution 
 
 Added a step within the DWH that will update the TemplateName field correctly if it has been copied for ContractPeriods 
 
   
 PAS report shows template ID instead of the name (#134074) 
 Problem 
 
 There are scenarios where the TemplateNames field is not updating correctly within DWH pdmContracPeriods due to scenarios with users and the current DataSource setup 
 
   
 Solution 
 
 Added a short-term solution that will update the TemplateNames based on the scenarios identified 
 
   
 
 Ruleset Management 
 The default displayed language is not applied from the Login page (#132901) 
 Problem 
 
 The login screen is not correctly selecting the default language defined in the ruleset. When a user logs out, their cookies are cleared, causing the login screen to revert to the system’s default language rather than retaining or applying the intended user's ruleset default. 
 
   
 Solution 
 
 Updated the retrieval process to fetch and apply the ruleset’s default language during login. Additionally, upon user logout, the culture cookie is now set with a short expiration time (a few seconds) to ensure it is deleted, allowing the login screen to re-render with the correct default language settings. 
 
   
 System Access tab loads indefinitely (#134150) 
 Problem 
 
 Randomly, when opening the system access page for ruleset management, an infinite loading indicator appears.  
 
   
 Solution 
 
 This is due to components being used before they are properly configured. This was fixed by ensuring the components are initialized correctly and then the system can access them.  
 
   
 
 Identity and Authorisation 
 External user registration (#134195) 
 Problem 
 
 After a user has registered, they are locally redirected to a confirmation page or return URL parsed in, because of the local redirect function being used, this causes issues with return URLs that contain '~/' values  
 
   
 Solution 
 
 Enhanced code check to redirect based on a logic expression for '~/' values and do a Local redirect if no character found. 
 
   
 The default displayed language is not applied from the Login page (#132901) 
 Problem 
 
 When the cookie is reattached for the period to re-render the login screen, the cookie does not exist on the identity sign-in 
 
   
 Solution 
 
 Update the cookie to be shared in this case of the sub-domain to be retrieved 
 
   
 
 SigniChat 
 Unable to open/initiate chat (#133060) 
 Problem 
 
 Error occurs when the user types a message using Signi chat.  
 
   
 Solution 
 
 Error occurred due to the name of the user being stored in the 'Name' claim and not in the 'GivenName' claim. Updated method to check both 'Name' and 'GivenName' 
 
   
 
 Learning Management 
 Ellipse text after a minimal number of characters (#133729) 
 Problem 
 
 The system displays the entire Training Intervention name in the delete modal, which can be overwhelming to the end-user  
 
   
 Solution 
 
 Use an extra-large modal for delete to improve the display of large training intervention names. 
 
   
 Limit the number of cycles to 10 per subject (#133746) 
 Problem 
 
 Users were able to add more than 10 cycles, which caused the marksheet layout to break and made it difficult to read or use. 
 
   
 Solution 
 
 Added a limit to prevent adding more than 10 cycles. This helps keep the marksheet neat and easy to work with. Now, the "Add Cycle" button automatically stops working once the limit is reached 
 
   
 
 HR Processes 
 Error displayed when setting Sensitivity Fallbacks (#134265) 
 Problem 
 
 When updating the fallback configuration, instead of retrieving the username from the identity service, it tried to retrieve the surname. 
 
   
 Solution 
 
 Retrieve the username correctly from the identity service when updating the fallback configuration. 
 
   
 The drop-down contains duplicates of persons in the process (#134270) 
 Problem 
 
 [Request More Information] The drop-down contains duplicates of persons in the process. 
 
   
 Solution 
 
 Fix duplicates displaying on request for more information by ensuring that the user and level are unique 
 
   
 
 Imports 
 Unable to execute an Additional Service User Import (#134257) 
 Problem 
 
 When including support users, the user sync fails 
 
   
 Solution 
 
 Remove the support user type to be excluded from the external user import sync 
 
   
 
 Dashboards 
 HR Processes: General HR Requests ChatBot (#133209) 
 Problem 
 
 Additional fields like position in org and job position are not available to the  bot 
 
   
 Solution 
 
 Key updates include the addition of a new `BotUserDetails` record, refactoring variable declarations for consistency, and extending user-related services to include master data integration.
 
 customData: { person_name: person_name, person_surname: person_surname, person_initals: person_initals, person_known_as: person_known_as, person_title: person_title, person_user_id: person_user_id, person_username: person_username, person_email: person_email, person_mobile_number: person_mobile_number, person_language: person_language, person_ruleset_id: person_ruleset_id, person_access_token: person_access_token , person_id_number : person_id_number , person_race: person_race, person_gender: person_gender, person_citzenship: person_citzenship, person_home_language: person_home_language, person_employee_code: person_employee_code, person_is_linemanager: person_is_linemanager, person_birthday: person_birthday, person_work_number: person_work_number, person_profile_image_url: person_profile_image_url, person_position_code:person_position_code, person_position_title: person_position_title, person_position_start_date: person_position_start_date, person_position_end_date: person_position_end_date, person_location_in_org: person_location_in_org } 
 
 
 These changes collectively improve the application's ability to handle detailed user data, streamline code readability, and integrate master data for enhanced user-related operations.  
 
   
 
 User Permissions 
 Profile Returns an Error on User Permissions (#134137) 
 Problem 
 
 If a role has only one permission, excluding the permission from a user causes the role to crash  
 
   
 Solution 
 
 Return no permissions to view since there are no permissions left.  
 
   
 
 System Access 
 The email sent contains a non-working link (#134262) 
 Problem 
 
 When using a redirect URL, the login page causes an infinite loop. The base layout fails on pages where the breadcrumbs are not used  
 
   
 Solution 
 
 Improve input handling and error resilience in two areas of the codebase. The most important changes include enhancing the parsing logic for input strings in the login page and adding error handling to the shared layout view. 
 
   
 
  

Version 9.1.172 (21 July 2025)
Imports 
 Payroll sync with ITS (#133878) 
 Problem 
 
 When auto-processing PowerShell connectors, the connectors fail to complete due to the parallelism 
 The PowerShell command is not robust, and any failure fails the whole import on all rulesets 
 
   
 Solution 
 
 This pull request refactors the  ProcessPowerShellPayrollConnectorsCommandHandler class and simplifies the validation logic in the  UserImportStaging domain model. 
 Key changes include replacing parallel processing with sequential loops, adding error handling for PowerShell script execution, improving logging, and removing redundant validation methods. 
 
   
 
 System Access 
 Add terms of use to the login page (#133812) 
 Problem 
 
 Terms of use are not on the login page 
 New URL for terms of use 
 
 
 Solution 
 
 Add terms of use to the login page and update the R1 default to the URL 
 Add a fallback to R1 from other rulesets when their own URL is not defined 
 
   
 Errors encountered on V9 (#133655) 
 Problem 
 
 When the user has opened the themed login URL and then opens the support login, the redirect is a fully qualified URL, whilst if the user only opens the support URL, then the redirect URL is local 
 
   
 Solution 
 
 Updated the redirect behaviour in SupportLogin to use Redirect for absolute URLs and LocalRedirect for relative URLs, ensuring correct handling of external return URLs after support login. 
 
   
 
 People Management 
 Mobile app update (#132947) 
 Problem 
 
 
 Not all required file types are supported. 
 
 
 
 Solution 
 
 
 
 This pull request updates the configuration for allowed file types in the `appsettings.json` file to expand the range of supported formats for content management. 
 
 
 
 ### Configuration Update 
 *Expanded the `AllowedFileTypes` list to include additional image, audio, video, document, and archive file formats, such as `.ics`, `.vcs`, `.bmp`, `.tiff`, `.webp`, `.heic`, `.wav`, `.aac`, `.flac`, `.ogg`, `.m4a`, `.wma`, `.avi`, `.mov`, `.mkv`, `.wmv`, `.flv`, `.webm`, `.xlsm`, `.csv`, `.ods`, `.odt`, `.dot`, `.dotx`, `.mdb`, `.accdb`, `.ppsx`, `.odp`, `.txt`, `.rtf`, `.md`, `.zip`, and `.rar`. 
 
 
 "Transfer Employee" buttons display when you click on the "Appointment" section heading (#133827) 
 Problem 
 
 
 When editing a person in people management, the user clicks on the appointment tab, the children are revealed, AND the footer for transfer employee, etc., is also revealed, even though the appointment page is not loaded. 
 
 
   
 Solution 
 
 
 Added JavaScript to determine if the tab is a sub-tab or a parent tab and only reveal the footer when a sub-tab is clicked. EXCEPT for the summary tab, which does not have any "children", the footer can directly show when this element is clicked. 
 
 
 
 Tenant Management 
 [Mentoring & Coaching] Banner Heading Changes (#121985) 
 
 Problem 
 
 
 Mentoring and coaching were incorrectly displaying Learning Management for their banner 
 
 
 
 Solution 
 
 
 Fixed the incorrect product mapping 
 
 
 
 
 [System Summary] Prevent tooltips from displaying until the page has finished loading (#133170) 
 Problem 
 
 When loading the page, if a tooltip is showing and the page finishes loading, the tooltip gets stuck on the page 
 
   
 Solution 
 
 Delete orphan tooltips after the page finishes loading 
 
 
 
 Performance Management 
 [PM] [Contract Locking] Contract not locked if you impersonate employee while contract is open (#132933) 
 
 
 Problem 
 
 
 When a manager opens an agreement, then in another browser impersonates that user as well, the agreement is not locked 
 
 
 Solution 
 
 
 Fix code check when agreements are loaded to also include logic check for impersonated ID as frontend does on hubConnection 
 
 
 
 
 [PM] [Evaluations] "Other People to Evaluate" section of logged in user shown when impersonating employee (#133436) 
 
 Problem 
 
 
 When navigating to Impersonate a user for PDP, no indication is shown of the people that the user must evaluate and instead shows the logged-in users to evaluate 
 
 
 Solution 
 
 
 Parse the impersonating user to retrieve the users they must evaluate, rather than the person signed in 
 
 
 
 
 
 Portraits are not round in the "Other People to Evaluate" section (#133439) 
 
 
 Problem 
 
 
 When entering a contract and clicking back, the evaluations are no longer round but oval. There was a styling extension set to d-flex on that page component, which pulled through when clicking back which applied to all the d-flex there as well. 
 
 
 
 
 Solution 
 
 
 Change the class name which extends the base but only applies to the new name, which will not apply to the base class d-flex 
 
 
 
 
 
 
 Added to group SA HR Support (#133539) 
 Problem 
 
 
 When a template has KPI / KPA custom items that have the exact same name, the contract is created with the section items linked. Leading to a similar issue as previous where changing 1 item affects all of them. This is restricted on a per contract basis, so at least won't affect across contracts.  
 
 
 
 
 Solution 
 
 
 Added used Ids list that populates when assigning the ids for the new custom section items, ensures that used Ids are not accidentaly assigned to all section item that have the same name.  
 
 
   
 
 Content Management 
 Document does not get attached on the first attempt (#133862) 
 Problem 
 
 When selecting the upload document, selecting a file, closing the modal, and then reselecting the same file, the file does not get selected not bound to it. 
 
   
 Solution 
 
 When clicking close modal, the file is not cleared, and therefore is seen as selected, so no file change event triggered 
 
   
 
 Notifications 
 Strip HTML from SMS Templates before sending SMS (#129165) 
 Problem 
 
 SMS links display HTML tags 
 
   
 Solution 
 
 Did not include HTML tags when sending an SMS 
 
   
 
  

Version 9.1.171 (21 July 2025)
HR Processes 
 Consecutive step approver update (#126525) 
 Problem 
 
 When a user who is the Approver for two consecutive steps clicks to approve the first step, the second step should be automatically approved. 
 Therefore, the button for the second step should be disabled and not show a hand cursor to reflect this behaviour. 
 
   Solution 
 
 Adding a new list that tracks the usernames of previous individuals who have been requested to review an HR Process. 
 If this user is already in the list (They were requested to review multiple times), give the second or third or nth Approve button for this user a disabled appearance/functionality. 
 
 
 
 Learning Management 
 [Shared Links] Links do not open the Pathways (#132844) 
 Problem 
 
 Shared Pathway links don't open; instead, they display a 'Not Found' error. A malformed URL causes this. 
 
 
 Solution 
 
 Avoid adding empty redirect URLs to the query string because it causes the query string to have duplicates. 
 Duplicates create an invalid resulting URL. 
 
 
 Cycling between Cycles does not display appropriate Training Interventions (#133590) 
 Problem 
 
 Cycle selection is not updating the training interventions on the marksheet 
 
 
 Solution 
 
 Extended the  ListMarkSetupAsync  method in  ILearningManagementQueries  and  LearningManagementQueries  to accept an optional cycleId parameter, allowing filtering by cycle. 
 Updated LearningManagementServiceV1 to use the new parameter when retrieving mark training interventions. 
 
 
 Unable to save Marks on Marksheet (#133653) 
 Problem 
 
 No marks are displayed with the new cycle navigation when saving the marks 
 
 
 Solution 
 
 Updated  ILearningManagementQueries  to include an optional  cycleId  parameter in  ListStudentMarksAsync , enabling filtering of student marks by cycle. 
 Modified the implementation in  LearningManagementQueries to incorporate this new parameter in the SQL query. 
 
 
 
 Notifications 
 Tenant Subscription emails (#133709) 
 Problem 
 
 The Tenant overdue / expiry emails are not getting sent out. It fails with the error "_An invalid character was found in the mail header: '"'. 
 The issue is that the Calculated / CC recipient is stored in the email to be sent table as "CustomToEmailCC": "will.madg@gmail.com", which then fails when trying to add that as an email address.  
 
 
 Solution 
 
 Corrected the assignment of custom notification fields by using the element.Value.ToString()instead of the element. 
 ToString(), ensuring the correct values are extracted. 
 Added continue statements after each assignment to improve loop efficiency. 
 
 
 Sections 2 and 3 are not displaying on the Edit Help Page (#133175) 
 Problem 
 
 The feedback label was linked to the button, making it clickable. 
 The edit functionality had no save button visible, and even after being visible, it did not work for inserting  
 Wording for the headers was outdated  
 
 
 Solution 
 
 Label: Removed the for "btn-feedback" tag 
 Edit functionality: Adjusted JS logic to show the relevant controls for the different stages and added logic to account for newly inserted records for UpsertUserGuideConfiguration by first saving the inserted records and then triggering the methods with their materialised IDs 
 Also, replaced the forced not null statements with proper accounting for null values 
 
 
 
 Report Builder 
 Curl-Request - when valueStrings is null, it should return as null instead of "" (#133581) 
 Problem 
 
 
 
 When generating the report builder curl file, if the ValueString are empty, it fails on the GRPC side 
 
 
 
 Solution 
 
 
 
 Parse in NULL instead of an empty string 
 
 
 
 Report results API (#130102) 
 Problem 
   
 
 
 When clients require API integration to retrieve data similar to what they see in the report of report build we need to build custom APIs for each request. 
 
 
   
 
 Solution 
   
 
 
 Create an API to retrieve the report builder results for any Report Builder report via a single API 
 
 
 
 
 
 
 Data Warehouse 
 Stats from DWH (#132930) 
 Problem 
 
 
 The Login Stats need to be added within the DWH  
 
 
 
 Solution 
 
 
 Added the UserLoginStats datasource to the V9 Datawarehouse Package 
 
 
 
 
 Years of service report (#133024) 
 Problem 
 
 
 Field   YearsOfService is required as requested by the client 
 
 
 Solution 
 
 
 Added new field YearsOfService within Appointments 
 
 
 
 Add settings to PackageSettings to disable modules (#133513) 
 
 Problem 
 
 
 V8 and V9 require their own FullRefresh column within PackageSettings 
 
 Solution 
 
 
 Added new fields V8FullRefresh and V9FullRefresh within PackageSettings 
 
 
 
 
 Imports 
 Exception Errors (#133141) 
 Problem 
 
 A new change was added to log more detailed information about certain data failures, but this is not an error, and therefore, this is shown as errors on the import with a high count 
 
 
 Solution 
 
 Add a new import type table of warnings, to log there instead of warnings, as it is not considered an import error 
 Added new Command to Log Import Warnings, updated Payroll command to log warnings when needed, added migration to create the table 
 
 
 [V9 to V8 Images][End User][Profile Images] Images not being displayed across modules (#132909) 
 Problem 
 
 The generation of the user image file name is per ruleset, and to timely to complete for the 140 rulesets on production. 
 If any user cannot be found, the process fails.  
 
 
 Solution 
 
 Refactored UpdateAllUserProfileImageFileNames to accept multiple ruleset IDs instead of a single one. 
 Updated the gRPC and proto definitions accordingly across all affected services. 
 Improved error handling and logging for batch updates. 
 
 
 
 Performance Management 
 Handle special characters on dashboard (#132067) 
 Problem 
 
 When special characters are entered or returned, such as &, it will be shown instead of the & character 
 
 
 Solution 
 
 Add a case to convert text and check for any special characters 
 Improved and split out to a new component for sanitised text for spa pages 
 
 
 Moderated agreement not shown as moderated on dashboard (#132770) 
 Problem 
 
 
 When moderation has been sent for quality assurance, no in-progress indication is shown on the dashboard 
 
 
 
 Solution 
 
 
 Add a new check that, when sent to Quality Assurance, shows Moderation In Progress 
 
 
 
 
 New Development - Performance Management 
 Show fewer people on the Other People to Evaluate Section (#132590) 
 Problem 
 
 
 When you need to evaluate others on Performance Management, the area displays: 
 
 
 
 
   
 Solution 
 
 Show the first 5 people with a “Click to view more…” option 
 When clicking, open the Evaluation page 
 
 
 Show anonymous ratings to the employee (#132553) 
 New requirement 
 We want staff members to see the scores as well. Essentially, what managers see, we want staff to see.  
   
 Suggestion 
 On the Anonymous setting, add another sub-setting: 
 
 Show the comments and ratings anonymously (Manager and Employee will see the ratings and comments submitted) 
 
 
 New Development - SigniChat 
 [Ruleset Setup][Integrations][Chat Bots] Add helper text for Main Dashboard Bot Code (#116457) 
 
 Added Helper Text for the Main Dashboard Bot Code to indicate where the Bot will display 
 
 
 
 Add the Bot under the Inbox icon as well 
 
 
 
 
 New Development - Event Scheduling 
 Event Scheduling: Mark Attendance (Phase 2) (#129927) 
 User Story 1 – As an Event Administrator, I want to update the most relevant session’s attendance for an intake group 
 
 On the list of Events, click on the button to mark attendance 
 
 
   
 
 On the next page, the attendance can be updated
 
 An option to mark all as Attended is available 
 
 
 
 
   
 User Story 2 – As an Event Administrator, I want to update the overall completion status for attendees 
 
 To see the Overall Status per event, click on the button under Overall Status 
 
 
 
 Sessions attended are shown 
 Overall Status can be updated 
 An option to mark all as completed is available 
 The Competent Status is also available 
 
   
 
 
 User Story 3 – As an Event Administrator, I want to see the event costs per attendee and update the cost 
 
 The Training Intervention cost can be updated (if applicable - dependent on the Event Costs settings) 
 
 
   
 User Story 4 – As an Event Administrator, I want to view the historical attendance register 
 
 On the list of events, select the View Attendance History icon 
 
 
 
 From here, the attendance for the sessions is shown
 
 A session can be updated 
 
 
 
   
 User Story 5 – As an Event Administrator viewing the historical attendance register, I want to add a session 
 TBC 
   
 User Story 6 – As an Event Administrator viewing the historical attendance register, I want to add a new attendee 
 TBC 
   
 
   
  

Version 9.1.170.3 (Support Release - 11 July 2025)
Notifications 
 Welcome Email Notification | Reset Password Link not working (#134161) 
 Problem 
 
 When a welcome email is generated, the reset link and the security key do not match the web-encoded security key when used, and it fails to log in. When a standard user tries to send a welcome email, the feature gives an error 
 
 
 Solution 
 
 This pull request introduces updates to improve security and logging in the Account and Identity services. Key changes include encoding security keys for password reset URLs, enhancing logging for invalid security keys, and removing redundant authorisation attributes. 
 
 
 
 People Management 
 Switching profiles on PM (#131168) 
 Problem 
 
 Getting an error when viewing people's profiles 
 
 
 Solution 
 
 Improve performance on checking whether the person being viewed is in the admin's active people group 
 
 
 System Access Issue (#134130) 
 Problem 
 
 When a ruleset has multiple location master data records, the people edit page breaks between different users linked to different locations. Only one location is stored in the cache, and then the other person's location cannot be found. This breaks the summary and address views. 
 
 
 Solution 
 
 This pull request updates the  ListMasterDataCachedAsync<T>  method in  src/Web/WebMVC/Services/MasterDataService.cs  to improve the handling of  RecordIds  during filtering. The changes simplify the logic and ensure the original  RecordIds are preserved for filtering operations. 
 
 
 Cannot access employee (#133837) 
 Problem 
 
 Busting the cache doesn't always clear all the cache because we wait for the task to finish execution 
 When setting cache, we don't wait for the response, but always use a false response, which causes ambiguity in logs 
 
 
 Solution 
 
 Wait for the cache to be busted 
 For some master data methods, use the default behaviour of waiting for the actual response after setting the cache 
 
 
 
 Imports 
 Payroll sync with ITS (#133878) 
 Problem 
 
 When auto-processing PowerShell connectors, the connectors fail to complete due to the parallelism 
 The PowerShell command is not robust and any failure fails the whole import on all rulesets 
 
 
 Solution 
 
 This pull request refactors the  ProcessPowerShellPayrollConnectorsCommandHandler class and simplifies the validation logic in the  UserImportStaging domain model. Key changes include replacing parallel processing with sequential loops, adding error handling for PowerShell script execution, improving logging, and removing redundant validation methods. 
 
 
 
 System Access 
 Support URL not working (#133655) 
 Problem 
 
 When the user has opened the themed login URL and then opens the support login, the redirect is a fully qualified URL, whilst if the user only opens the support URL, then the redirect URL is local 
 
 
 Solution 
 
 Updated the redirect behaviour in SupportLogin to use Redirect for absolute URLs and LocalRedirect for relative URLs, ensuring correct handling of external return URLs after support login. 
 
 
 Add terms of use to the login page (#133812) 
 Problem 
 
 Terms of use are not on the login page 
 New URL for terms of use 
 
 
 Solution 
 
 Add terms of use to the login page and update the R1 default to the URL 
 Add a fallback to R1 from other rulesets when their own URL is not defined

Version 9.1.170.2 (Support Release - 9 July 2025)
People Management 
 [Kudos][End-User]: An error when sending a Kudo with a customised message (#133771) 
 Problem 
 
 The user is unable to send a Kudo to a colleague. Recently, there has been a change which removes the "given_name" key from the _identityService authentication. Kudos directly uses Given Name, which caused it to not work anymore 
 There is a duplicate auto-complete tag on the login page for the password input. Removed the "off" setting  
 
   
 Solution 
 
 Use the username instead of the given name 
 
   
 HCO | New Tenant Creation | Errors (#133954) 
 Problem 
 
 When a user with the people admin role and "Manage my data" active edits their own profile, any non-required fields on the summary or profile pages are marked as required. 
 
   
 Solution 
 
 This pull request refines the conditional logic in the _ProfilePersonal.cshtml  and  _Summary.cshtml files to improve clarity and ensure consistent behavior when determining the visibility and editability of form fields based on user permissions and requirements. 
 
   
 
 Ruleset Management 
 [Translation] Add nl (Dutch) to the system - v8 and v9 (#133891) 
 Problem 
 
 The language is not available for translation in the system 
 
   
 Solution 
 
 Add nl (Dutch) to the system 
 
   
 
 Imports 
 User Import: Add rules to the import sample sheet (#134071) 
 Problem 
 
 No description of the rules of each column in the user import 
 When data is provided for a column without a heading, then the import fails obscurely 
 
   
 Solution 
 
 This pull request introduces improvements to the  CreateListFromExcelStreamV1  method in  src/Web/WebMVC/Services/OpenXMLService.cs  to enhance code clarity and ensure data validation when processing Excel files. The most important changes include adding comments for better readability and implementing a check to avoid adding invalid or empty property names. 
 
   
 Code readability improvements 
 
 Added a comment explaining the purpose of retrieving the first sheet from the workbook part's Sheets collection to clarify its role in worksheet data processing 
 
   
 Data validation enhancements 
 
 Introduced a check to ensure that values are only added if the corresponding property name (header) is not null, empty, or whitespace, preventing invalid data from being processed 
 
   
 
  

Version 9.1.170.1 (Support Release - 2 July 2025)
Performance Management 
 Moderated agreement not shown as moderated on dashboard (#132770) 
 Problem 
 
 
 When moderation has been sent for quality assurance, no in-progress indication is shown on the dashboard 
 
 
 
 Solution 
 
 
 Add a new check that, when sent to Quality Assurance, shows Moderation In Progress 
 
 
 
 
 Data Warehouse 
 Add settings to PackageSettings to disable modules (#133513) 
 Problem 
 
 V8 and V9 require their own FullRefresh column within PackageSettings 
 
 Solution 
 
 Added new fields V8FullRefresh and V9FullRefresh within PackageSettings 
 
 
 
 Imports 
 Organisational Structure Not Reflecting in Target Audience (#133417) 
 Problem 
 
 The reference to the import API was incorrectly pointing to Rapax, leading the V8 additional services imports not to report as completed.   
 
 Solution 
 
 Corrected the Import api proto reference. Already corrected on Master. 
 
   
 
  

Version 9.1.170 (30 June 2025)
Data Warehouse 
 Add settings to PackageSettings to disable modules (#133513) 
 Problem 
 
 
 
 Other clients do not use all the modules within the system, which will cause the DWH to fail 
 
 
 
 Solution 
 
 
 
 Added extra settings within PackageSettings to enable or disable Modules to be run within the DWH 
 
 
   
 
 Learning Management 
 LMS Portal: Marksheet: Save does not work when entering and Removing Input in an Empty Row (#132306) 
 Problem 
 
 
 
 When adding a value in a cell where there is no user, the marksheet can not be saved, even after removing the value 
 
 
 
 Solution 
 
 
 
 Add new validation to ensure that the row has a user before taking any value to save 
 
 
   
 Only show First Name in comments (#133519) 
 Problem 
 
 The full name displays instead of only name 
 
   
 Solution 
 
 Change the full name on the marksheet to only display the name 
 
   
 
  

Version 9.1.169 (30 June 2025)
Tenant Management 
 Using Commas rather than periods causes loss of field data (#132987) 
 Problem 
 
 When a "," is used to update decimal values of a field, the values are lost 
 
 
 Solution 
 
 Convert commas to dots for consistency 
 
 
 
 System Access 
 The default displayed language is not applied from the Login page (#132901) 
 Problem 
 
 The list of languages on the login screen always had the first alphabetical item in the list set as the selected value 
 
 
 Solution 
 
 Try to get the User's preferred language from their cookies and fallback to the UI culture (most likely en-GB in most cases) if the cookie does not exist 
 
 
 
 Imports 
 Default Timeout for HttpClientWrapper to 5 minutes and remove option to set after initialisation (#132811) 
 Problem 
 
 Since only one HttpClient is used and injected, its properties cannot change once any requests have been made. There are instances where the timeout is tried to be set after the HttpClient has already processed a request. This results in an error of " This instance has already started one or more requests. Properties can only be modified before sending the first request"  
 
 
 Solution 
 
 By default, the HttpClient instance has a timeout of 5 minutes when it is initialised. 
 
 
 
 Notifications 
 Port and Time Out text box labels incorrect (#102607) 
 Problem 
 
 When the page is displayed, the Port and Time Out text box labels have the border box drawn through the label. 
 
 
 Solution 
 
 Change the floating labels to normal labels 
 
 
 
 Report Builder 
 [Report Builder][Admin User][Delete] Delete click area to be increased (#132803) 
 Problem 
 
 Currently, the delete button is very small, and if you click a little off the icon, the Report's details are opened, which is not ideal. 
 
 
 Solution 
 
 Increase the "My report builder" report delete button size 
 
 
 Previously deleted report imported by new user shown as previous user being the owner (#133015) 
 Problem 
 
 Previously deleted report imported by a new user is shown as the previous user being the owner. 
 
 
 Solution 
 
 Ensure that the user who imported the report shows as the owner of the imported report. 
 
 
 [Report Builder][End User][Date Format] Date format (English SA) not being applied on report (#133070) 
 Problem 
 
 User culture was not always used in the report builder report results for date fields. 
 
 
 Solution 
 
 This happened because when we checked for a date field before formatting according to user culture and timezone, we did not check for "datetime2" fields. 
 
 
 
 Performance Management 
 Unable to start Period 2 on a Bi-Annual setup (#133387) 
 Problem 
 
 When starting a contract in the second review period, 
 
 
 Solution 
 
 Added null values when copying a contract for the action plan items of training interventions that need to be bound 
 
 
 Linked setup items go over the edge of the card (#120465) 
 Problem 
 
 When the Review Setup name or description has a lot of content, it pushes off the columns to the right, which causes the page to have a scroll and not be within the card 
 
 
 Solution 
 
 Add a new wrapper around to scroll within the card, and not allow the page to grow horizontally.

Version 9.1.168 (30 June 2025)
Performance Management 
 [Recalculate Scores] Results include deleted contracts (#133399) 
 Problem 
 
 Deleted contracts are being retrieved when selecting the contract to recalculate 
 
   
 Solution 
 
 Exclude deleted contracts 
 
   
 [Recalculate Scores] Search filters reset after recalculation (#133038) 
 Problem 
 
 When agreements are selected to recalculate, selections are cleared because the new score might not show directly.  
 
   
 Solution 
 
 Add a message indicating that recalculated scores can take up to 5 minutes to display 
 
   
 Key Competencies do not get highlighted when scrolled to (#133092) 
 Problem 
 
 When the user is in the check-in phase and scrolls down, it does not hit the last section and highlight the nav menu on the left 
 
   
 Solution 
 
 Resolved case to increase offset to ensure the section gets hit to highlight on the nav menu 
 
   
 Linked setup items go over the edge of the card (#120465) 
 Problem 
 
 When the Review Setup name or description has a lot of content, it pushes off the columns to the right, which causes the page to have a scroll and not be within the card 
 
   
 Solution 
 
 Add a new wrapper around to scroll within the card, and not allow the page to grow horizontally. 
 
   
 
 Tenant Management 
 Unable to delete the tenant, which could not be created from the list (#133126) 
 Problem 
 
 We were unable to delete a tenant that could not be created from the list due to the delete modal not being initialised correctly at times. 
 
   
 Solution 
 
 Remove the data-mdb-toggle="modal" and data-mdb-target tags from the button to ensure that the modal always initialises and displays correctly (this causes the modal to display automatically without having to bind a click event). Also, bind the click events directly on the document so that we don't have instances where we try to bind the event before the elements are rendered on the page. 
 
   
 
 Report Builder 
 Condition button missing on first Filter By entry (#133101) 
 Problem 
 
 The  Condition  button is removed from the first  Filter By  entry on the  Filtering canvas. 
 
   
 Solution 
 
 Move the condition column to the left 
 
   
 
 Learning Management 
 [Shared Links] Links do not open the Pathways (#132844) 
 Problem 
 
 Shared Pathway links don't open but give a Not Found error. This is caused by a malformed URL. 
 
   
 Solution 
 
 Avoid adding empty redirect URLs to the query string because it causes the query string to have duplicates. Duplicates create an invalid resulting URL. 
 
   
 
   
   
   
  

Version 9.1.167 (30 June 2025)
Data Warehouse 
 As a Report Builder Administrator, I want to have the audit data in the DWH so that I can create a report for the recalculated scores (#130423) 
 Problem 
 
 The new recalculated score fields are not available within the Report Builder 
 
 Solution 
 
 Added the new   recalculated score fields within the Report Builder (DWH) 
 
 
 New Scorecard Status Report (#127073) 
 Problem 
 
 
 
 The DWH did not exclude disabled years when generating the list dropdown values 
 
 
 
 Solution 
 
 
 
 Adjusted the DWH package to exclude disabled years for list dropdown values 
 
 
 
   
 Add additional fields to accTenantStats (#132864) 
 Problem 
 
 
 Extra fields are required within accTenantUsageStats as requested by Marinus 
 
 
 
 Solution 
 
 
 Added Extra fields within accTenantUsageStats 
 
 
   
 
 
 
 
 Ruleset Setup | Image Resources 
 Unable to upload Banner Image (#133162) 
 Problem 
 
 The file name included in the directory creation is causing issues with the image stream 
 
 
 Solution 
 
 Only used the directory in creation 
 
 
 
 Report Builder 
 Date Parameters Logic vs Results (#132813) 
 Problem 
 
 When date filters were being applied, it would also consider the time and thus end up being inconsistent and unintuitive 
 
 
 Solution 
 
 The date filters should only consider the date value, not the time at all 
 
 
 [Value Text Box] Value text box is not emptied when changing the operator to 'list' (#133110) 
 Problem 
 
 When the operator is changed to 'list' after already inserting text into the 'Value' text box, the box is not emptied when selecting the 'list' type operator. The text box has been disabled for this operator, so it cannot be emptied. 
 
   
 Solution 
 
 Make sure that the Value text box is cleared when the Operator is cleared. 
 
 
 
 Performance Management 
 As a Performance Management Administrator, I want to recalculate performance scores from Bulk Actions (#130420) 
 Problem 
 
 When a new review survey is added or review period weights are adjusted, all agreements that have already been done are/was calculated on the current weights being used 
 
 
 Solution 
 
 Add a new Event to recalculate agreements 
 
 
 
 Tenant Management 
 Time to be displayed on the system Close Date shown on Description tab (#129940) 
 Problem 
 
 Please add the time (11:59 - i.e one second to midnight) on the display of the  System Close Date  as it does for the  Expiry Date . 
 
 
 Solution 
 
 Fixed system close dates not displaying consistently across the system. 
 We also now display (at the end of the day)  next to the dates, to make clear when the system will close or expires. 
 Finally, display "ExpireD" vs "ExpireS" on based on if the expiry date is in the future vs if it is in the past, when displaying the warning for system admin users. 
 
 
 
 General 
 Help Files: Feedback Label not displaying correctly (#133157) 
 Problem 
 
 Feedback Label not displaying correctly 
 
 
 Solution 
 
 Corrected the path for the translation 
 
 
 [Tools page] [System Summary] [Styling] Improve column spacing (#132973) 
 Problem 
 
 Improve column spacing 
 
 Solution 
 
 Adjusted spacing and wording, additionally, in the case of overflow, the ellipse and tooltip, the text 
 
 
 Always log an error when throw is used in code (#130740) 
 Problem 
 
 Sometimes an error is caught and thrown, but not logged to the error log. This makes it difficult to investigate some errors experienced in production 
 
 
 Solution 
 
 Added loggers where appropriate to WebMVC, Notifications, Audit, Identity, Master Data, Import, Job Profiler, Performance, Learning, and Content Management 
 Added explicit typing where I encountered any generics 
 Reformatted some pages to follow the convention

Version 9.1.166 (30 June 2025)
Report Builder 
 Objective Settings Queries (#133021) 
 Problem 
 
 
 The Select Distinct set on the report is not applied when exporting, only on viewing, leading to duplicate records being displayed when exported. 
 
 
 
 Solution 
 
 
 If DistinctRows is not provided, fall back to the configuration on the report. 
 
 
   
 Allow report builder admins to set certain filter criteria fields as drop-downs in a report (#129916) 
 New Development 
 User Story 1 – Add a step to the DWH SSIS packages 
 
 Add a step on the DWH SSIS packages to check for any filters that are of Operator type 'Is Equal to (from List)', and then select a unique list of the values into a new table that contains the relevant data source ID and data field ID and then the individual item values. E.g.       DataSourceId   DataFieldId   RulesetId     ListItemValue             1                        1                        10                   FY24             1                        1                        10                   FY25             1                        2                        11               Mid-Year             1                        2                        11                  Final  
 
   
 User Story 2 – As a Report Builder Administrator, I want to have a new operator available named is equal to (from the list) 
 
 Add a new filter Operator 
 
 Is equal to (from list) 
 
 
 When this is the operator type, do not show the input, as the list will be determined at runtime 
 Ensure the data that is displayed is Ruleset-specific 
 
   
 User Story 3 – As a Report User, I want to select the dropdown with the available values 
 
 Modify the View Report page to check for 'Is Equal To (From list)' filters and prefetch the unique values from the DWH table created above, add tand hat as list items to the page 
 When the report is run the ,actual text value is still sent through, modification required to the report builder SP to handle 'List' operator filters as if it is 'Is Equal To (From list),' which does an exact match 
 On the end-user view, the filter will show as follows, where the edit box on the right will show as a drop-down list. 
 
   
 Report Builder: Date Parameters Logic vs Results (#132813) 
 Problem 
 
 When date filters were being applied, it would also consider the time and thus end up being inconsistent and unintuitive 
 
   
 Solution 
 
 The date filters should only consider the date value, not the time at all 
 
   
 
 Help Files 
 As a person with access to the Help Files, I want to have an updated layout with feedback functionality (#129792) 
 Problem 
 
 Change the help page modal's text to be more descriptive. Change the toggle functionality such that when checked, it would allow the content to be shown instead of hiding the content (reversed current toggle logic). For consistency, I standardised the pop-up design by adding a close (X) button to the top-right corner of all general modals (Only general modals for now). 
 
   
 Solution 
 
 Added a generic close button at the top of each general modal. I also updated the help page's translations and fixed how the toggle works. 
 
   
 Add a feedback Template (#131914) 
 Problem 
 
 The help screen modal should allow users (managers, employees, or administrators) to provide feedback on different parts of the system. 
 It should have a feedback button to provide access to the new feedback functionality. 
 The feedback form should show a new modal with three questions rendered as a partial view inside the modal. 
 There should be appropriate error handling and navigation flow management. 
 Upon submission, the following information should be sent to the Official Signify Documentation Email:
 
 A screenshot of the parent page embedded as a base64 image. 
 The URL of the current window location. 
 User details: username, first name, surname. 
 Ruleset ID. 
 Responses from the completed form. 
 This functionality should be integrated using the existing "manual test notification" method. 
 
 
 
   
 Solution 
 
 Altered the help page modal to include a button for showing the new feedback form. 
 Added a new modal in the original CSHTML page containing the help page modals. 
 Had the new feedback modal load the questions to answer in a new partial view, which uses JavaScript to manage when certain questions should be shown and other navigation flow management. 
 Added translations for the new feedback modal in the languages 
 Reused an existing method to send notifications. Most values are hardcoded, as they are unlikely to require changes. 
 
   
 Add feedback form (#131915) 
 
 
 When the feedback button is clicked, open a new feedback model 
 
 
 
 
 
 Get the template ID from the notification service based on the code 
 Get the user data from the users service 
 
 
 On the model, implement show hide accordions according to the selection 
 When feedback is clicked, trigger the manual test notification with the  following 
 
 
 
 
 
 Send an email to documentation@signify.co.za 
 Include the data
 
 Screenshot of parent page embedded as a base64 image 
 URL from window location 
 Username, name, surname,  
 RulesetId 
 Answers from the completed form 
 
 
 
 
 
 
   
 
 Performance Management 
 Manager rating cannot be saved - error message (#133058) 
 Problem 
 
 
 When FinalRatingsOnly is enabled and the items are interpolated, it does not save the Manager Score along with the Final score (as it would when not interpolated). This causes the validation to fail when trying to approve the ratings. 
 
 
 
 Solution 
 
 
 Ensure that the manager score values are also saved when the ratings type is FinalOnly, and correctly update the SPA after the save. 
 
 
   
 PM UPLOAD document button missing (#132985) 
 Problem 
 
 When the contract is in the Objective phase but not yet in the Rating phase, users are unable to upload documents. As the Ratings phase where the only phase that where being checked/validated. 
 
   
 Solution 
 
 Updated the validation logic to correctly parse and assess the current contract phase, ensuring document uploads are allowed during appropriate phases. 
 
   
 Incorrect Total after 10/10 Self-Rating and Error on Submit Final Rating (#131647) 
 Problem 
 
 The scores within ContractPeriods do not round correctly when they round to above 100 
 
 Solution 
 
 Adjusted the rounding issue for ContractPeriods scores to ensure it does not exceed 100  
 
   
 Move the "Modify Final Scores" option to the dashboard (#93147) 
 Problem 
 
 When an agreement has been finalised and rated, you need to navigate within the agreement to select 'Modify Final Rating' when wanting to modify the agreement 
 
   
 Solution 
 
 Added new Ellipse menu item to modify the Period Contract, and a new modal to select the Review Period to modify. 
 
   
 Radio buttons not behaving correctly (#121338) 
 TBC 
 
 Data Warehouse 
 Implement Additional Billing Fields for subscription (#132464) 
 Problem 
 
 The default decimal precision of the decimal columns was set to 2, causing the entity framework to not update correctly, and the data not being there to be saved 
 
 Solution 
 
 Set the decimal precision to match the appropriate values (38 numbers, 18 decimals) 
 
   
 Absenteeism tracking (#132467) 
 Problem 
 
 The client requires a report that will show the absence history 
 
   
 Solution 
 
 Added a new DataSource called lmAttendance that will provide the required data  
 
   
 Report Builder: 200 Data Value Fields in the HR Process Request Pivot Data Table (#132915) 
 Problem 
 
 jpHRProcessRequestPivotData requires 100 extra custom fields 
 
   
 Solution 
 
 Add 100 extra custom fields within jpHRProcessRequestPivotData 
 
   
 Years of service report (#133024) 
 Problem  
 
 Field YearsOfService is required as requested by the client 
 
   
 Solution 
 
 Added new field YearsOfService within Appointments 
 
   
 
 Learning Management 
 Manual overriding of marks - Report cards (#132474) 
 Problem 
 
 Cannot add a negative mark that will not be counted in the average 
 
   
 Solution 
 
 Allow the Teacher / Administrator to add a -1 for an absent student 
 This mark should then be excluded from the average calculation 
 
   
 As an Administrator with access to the Learning Management setup, I want to import the Training Requirements and export the list (#131531) 
 New Development 
 Create an import file to import the Training Requirements 
 
 Country 
 Training Intervention Code 
 Training Intervention 
 
 Required Field 
 
 
 Job Title 
 Organisational Unit 
 Job Grade 
 Start Date in Position 
 Requirement Start Date 
 Requirement End Date 
 Days required to complete the training 
 
 Validation 
 
 If a Country Master Data value does not exist, the entire record will be rejected 
 If a Training Intervention Code does not exist, the entire record will be rejected 
 If a Training Intervention Code does not match the Training intervention, the entire record will be rejected 
 If a Training Intervention does not exist, the entire record will be rejected 
 If a Job Title does not exist, the entire record will be rejected 
 If an Organisational Unit does not exist, the entire record will be rejected 
 If a Job Grade Master Data value does not exist, the entire record will be rejected 
 The Requirement Start Date cannot be after the Requirement End Date 
 The Requirement End Date cannot be before the Requirement Start Date 
 
 Export 
 
 Add Export functionality to export the table  
 
 ·   
 
 Tenant Management 
 Time to be displayed on the system Close Date shown on Description tab (#129940) 
 Problem 
 
 The time does not show for the System Close Date 
 
   
 Solution 
 
 Ensure the time component is also displayed 
 
   
 Dates not displayed according to what was set on the update (#130503) 
 Problem 
 
 When viewing the dates on the system, they do not match up with what has been set.  It appears as though the date 202504-10 11:59 is shown in UTC +2, which would be 2025-04-11 @ 1:59.  
 
 Solution 
 
 Fixed system close dates not displaying consistently across the system. 
 We also now display (at the end of the day) next to the dates, to make clear when the system will close or expires. 
 Finally, display "ExpireD" vs "ExpireS" on based on if the expiry date is in the future vs if it is in the past, when displaying the warning for system admin users. 
 
   
 
 Imports 
 Payspace Employee import rejections (#132840) 
 Problem 
 
 When pulling users from Payspace, users without ID numbers have no employment statuses and are excluded from mapping without a reason. 
 
 Solution 
 
 When the user does not have an ID number, fall back to the employee number when grouping the user's appointments to retrieve the latest record 
 Add error logs for the users who are excluded 
 Stage the excluded users into user staging for the Payspace import 
 Ensure the provinces can be created case and culture-invariant. 
 
 Another rule to be aware of is that the Payspace pull only imports terminated users when they already exist on the ruleset with the payroll ID from Payspace. Any user terminated on Payspace before today that does not exist in the payroll ID on the ruleset is excluded and will not be imported. 
   
 Import log shows successful, but transaction log is empty (#132526) 
 Problem 
 
 
 Not all import types are developed to export data; therefore, when a user clicks 'User validation report', it will export but have no data 
 
 
 Solution 
 
 
 Add a new check to validate and ensure the import type is allowed to be validated 
 
 
   
 Automated Employee Details Import (1) (#104244) 
 Problem 
 
 The import service Swagger is not working. 
 
   
 Solution 
 
 Rename the duplicate message in the proto 
 
   
 
 Content Management 
 Bulk signing attempts fail immediately (#132716) 
 Problem 
 
 When trying to sign attempts on multiple assessments, the process fails immediately. The retry also fails immediately. 
 
   
 Solution 
 
 Add option to retrieve document by external request ID used for retry in V8 
 
   
 License documents are not digitally signed (#132379) 
 Problem 
 
 
 When you print a license and then save it as a PDF, it does not have the certificate to show that it has been digitally signed. 
 
 
   
 Solution 
 
 Correct problem when there is more than one signatory, the subsequent signatures show as invalid  
 
   
 
 People Management  
 Username with ' in it displays wrong when clicking on Performance Management tab (#132879) 
 TBC 
   
 
   
  

Version 9.1.165 (30 June 2025)
People Management 
 [My Profile] Error shown when user clicks on My Profile (#132878) 
 Problem 
 
 When a user who does not have an admin role tries to view their profile, the page breaks. 
 The problem is that it tries to fetch the active products for the tenant/ruleset, but the call to get ruleset information is admin-authorised only. 
 
 
 Solution 
 
 Changed to get the tenant ID from the available anonymous call, which is then used to fetch the tenant subscription information. 
 
 
 [Imports] Error with future-dated appointment (#132805) 
 Problem 
 
 When a user is added with a future-dated appointment, the appointment saves on V9 but does not sync with V8. 
 When the User Import is manually executed, an error is encountered. 
 
 
 Solution 
 
 Support users added to export a user for import to V8. 
 Further investigation is in progress. 
 
 
 [Appointments] Terminated appointments can be deleted (#132690) 
 Problem 
 
 When an end date (or termination date) has been added to an appointment record, it is possible to delete the appointment. 
 
 
 Solution 
 
 The user cannot delete the latest primary appointment, even if there is a termination date. 
 It is possible to delete a primary appointment that is not the latest. 
 
 
 [Payroll integration] User import fails when access to OrganisationPositionDetail is not granted (#132260) 
 Problem 
 
 When the Payspace client does not grant access to the OrganizationPositionDetail, then the following API call fails as "forbidden": string url = $"{connector.BaseUrl}/v1.1/{companyId}/OrganizationPositionDetail?$count=true"; 
 
 
 Solution 
 
 Add try-catch statements when pulling data for the OFO code to suppress and log the failure should it occur, and then continue with the import. 
 
 
 V9: Import Issue (#132815) 
 Problem 
 
 When providing other data in the import for org level 1 than the default IN01 data, the import fails with the error: "The org node to link the user's position to could not be found." 
 
 
 Solution 
 
 Add org level 1 as received data, and fall back to the default only when no data is provided 
 
 
 
 Performance Management 
 [Agreement] Manager Ratings not updated when Manager and Final Ratings can be completed simultaneously (#127230) 
 Problem 
 
 With the setting to do both final rating and manager rating, the banner scores for Manager Rating are not being updated on the contract. 
 
 
 Solution 
 
 Add a new check to update the Manager Rating along with the Final Rating when both are captured. 
 
 
 [Agreement] Radio buttons not behaving correctly when typing your own KPAs or selecting from the library (#121338) 
 Problem 
 
 When adding a new KPA/KPI, the radio buttons do not work correctly when navigating between each toggle. 
 
 
 Solution 
 
 Fixed the check to not overwrite the toggle's state. 
 
 
 As a Performance Management Administrator, I want to recalculate performance scores from Bulk Actions (#130420) 
 Problem 
 
 When a new Review Survey is added or Review Period weights are adjusted, it affects all agreements that have already been completed. 
 The completed agreements were calculated based on the previous weightings. 
 If the weights are later updated, and a user opens an existing or completed agreement, the score now appears differently than it should, based on the new weights. 
 
 
 Solution 
 
 A new bulk action has been added to allow agreements to be recalculated using the updated weights. 
 Users can now click on "Recalculate Scores", apply the necessary filters, and select all agreements that need to be recalculated. 
 The process will then run and update the scores for those agreements accordingly. 
 
 
 As a System Administrator, I would like to enable a setting on the Review Setup to inherit contract section weights (#130993) 
 Problem 
 
 Change the description of the settings for Auto copy and for the Inherit Contract Weights. 
 Add a total on the Edit Section Weights modal. 
 
 
 Solution 
 
 Update the Translations to the new value. 
 Add a total weight to the Edit Section Weights modal. 
 
 
 As a Language Administrator, I want to be able to translate the new fields (#130422) 
 Problem 
 
 A new feature was added to the Performance Management for bulk recalculating of performance scores, but the new fields were not enabled for translations. 
 
 
 Solution 
 
 Translation functionality was enabled for the new fields. 
 
 
 As a Performance Administrator, configuring Review Setups, I want a setting to allow training to be added to the PDP (#118125) 
 Problem 
 
 When configuring a Review Setup, a Performance Administrator wants a setting to allow training to be linked to the personal development plan (PDP). 
 
 
 Solution 
 
 A new setting was added that allows training interventions to be linked to a PDP. 
 
 
 [Bulk Actions] Errors display when you land on the Bulk Action Logs screen (#132668) 
 Problem 
 
 When navigating to the Bulk Actions logs on Performance Management, it results in an error. 
 
 
 Solution 
 
 Add a new column in the query that was created for the recalculation of performance management scores. 
 
   
 Performance Management: Incorrect Total after 10/10 Self-Rating and Error on Submit Final Rating (#131647) 
 Problem 
 
 The scores within ContractPeriods do not round correctly when they round to above 100 
 
 Solution 
 
 Adjusted the rounding issue for ContractPeriods scores to ensure it does not exceed 100  
 
   
 [PM] [Full Agreement import] Add more information to error messages (#129133) 
 Problem 
 
 When there are errors on the Full PM import, it can be difficult to determine the exact section that the error relates to if there are multiple items used across sections. 
 
   
 Solution 
 
 Improved the error messages to include the section that the error applies to in the error message, and had to add an additional parameter to get the translated section name to be able to correctly report the section in the error message. 
 
   
 The manager cannot modify objectives if objectives are approved and the ratings phase is inactive (#121163) 
 Problem 
 
 When an agreement is within the ratings phase, which has not been started, it can be moved to modify objectives in the dashboard side, but it is unable to when navigating to the contract 
 
 Solution 
 
 Fixed logic check to be able to modify objectives within the contract period view. 
 
   
 Path to link Signify to Power BI (#132335) 
 Problem 
 
 An additional api required to export all user contract data for a review year and review setup 
 
   
 Solution 
 
 Create a copy of rpc ListReviewYearSetupUserContracts (ListReviewYearSetupUserContractsRequest) returns (ListReviewYearSetupUserContractsResponse); and extend to include all users 
 Include location in org 
 Remove image path for performance 
 
   
 Move the "Modify Final Scores" option to the dashboard (#93147) 
 Problem 
 
 When an agreement has been finalised and rated, you need to navigate within the agreement to select 'Modify Final Rating' when wanting to modify the agreement 
 
 Solution 
 
 Added a new Ellipse menu item to modify the Period Contract, and a new modal to select the Review Period to modify. 
 
   
 [View/Print] Unapproved ratings show on the report (#119167) 
 Problem 
 
 
 Ratings are displayed on Print/View even if the scores have not been submitted 
 
 
 Solution 
 
 
 Add a new check to only show the score when scores have been submitted 
 
 
   
 [Check-ins] Historical Check-ins do not show the rating the manager gave (#120070) 
 Problem 
 
 
 Cannot see the rating for the person's historical check-in 
 
 
 Solution 
 
 
 Remove the check to only view manager rating checks 
 
 
   
 [Moderation] Add a clear button (#129908) 
 Problem 
 
 
 Within the Moderation section, there is no way to clear selections other than manually clearing one 
 
 
 Solution 
 
 
 
 Add a new Clear selections button to clear all input 
 
 
   
 [PM] [Templates] Add functionality to delete multiple templates at once (#120577) 
 Problem 
 
 Can only remove one template at a time on the PM Review Setup Templates 
 Modal is very small when a selection is required to select templates for bulk deletion 
 Translation missing for en-GB 
 When the modal is displayed to remove multiple templates, you can click on which then navigates you to the template 
 
 Solution 
 
 Add a new option to remove multiple templates at once. 
 Show a larger modal for Bulk delete templates 
 Added Translation for en-GB 
 Remove the check to be able to navigate to the template 
 
   
 
 Login 
 [Login] A Person cannot log in if all MFA options are turned off on a ruleset (#132853) 
 Problem 
 
 A user is unable to log in when none of the multi-factor authentication options have been enabled. 
 
 
 Solution 
 
 Fixed the local redirect after login to handle the new redirecturl to ensure that users can log in whether MFA is enabled or disabled. 
 
 
 [3rd Party Login] Unable to log in with Microsoft (#132846) 
 Problem 
 
 A user is unable to log in with Microsoft, and an error displays after account validation. 
 
 
 Solution 
 
 Fixed the local redirect after login to handle the new redirect URL to ensure that users can log in with their Microsoft account. 
 
 
 
 System Access 
 Improve Performance opening V8 links from V9 (#131794) 
 Problem 
 
 The encrypted query string causes low performance when accessing V8 pages from V9. 
 
 
 Solution 
 
 Replace the encrypted query string with a time-based security key.
 
 The security key is valid for 30 minutes and remains unchanged for the period. 
 It is built using the username, encryption key and time constant. 
 
 
 Add deep links to quick links. 
 
 
 Send V8 notifications through V9 (#129209) 
 Problem 
 
 A client with a configured token-based own SMTP on V9 needs a separate basic SMTP for V8. 
 V8 notifications do not handle token-based SMTP authentication. 
 
 
 Solution 
 
 Make the endpoint available on the notification service on V9 to receive and process messages. 
 V8 attachments need to be handled. 
 
 
 Implement Encrypted Fallback config (#131882) 
 Problem 
 
 The new security key implementation in V9 requires all V8 counterparts to also be upgraded. 
 
 
 Solution 
 
 Add a config setting on V9 to whitelist rulesets by Id to use the previous query string encryption. 
 When a ruleset is not part of the config, then the new security key method will be used. 
 
 
 As a person with access to the Help Files, I want to have an updated layout with feedback functionality (#129792 ) 
 Problem 
 
 The Help page modal's text needs to be more descriptive.  
 The toggle functionality needs to be updated. When checked, it should allow the content to be shown instead of hiding the content (thus reversing the current toggle logic). 
 Standardise the pop-up design by adding a close (X) button to the top-right corner of all general modals (only general modals for now). 
 
 
 Solution 
 
 Added a generic close button at the top of each general modal. 
 Updated the Help page's translations and fixed how the toggle for permissions works. 
 A feedback button will be added in upcoming updates for this feature. 
 
 
 [v9 URL] Bookmark URL (#127982) 
 Problem 
 
 Clients are experiencing issues when they bookmark the secure login URL for the Signify system. 
 
 
 Solution 
 
 Change the identity login page to accept a theme URL as the redirect URL 
 Allow the theme redirect to be used should the cookies or the ruleset have changed 
 Make the theme's redirect URL reusable 
 
 
 
 Imports 
 Implement log for import requests (#124033) 
 Problem 
 
 Currently, onboarding and synchronisation are the biggest issues encountered by the consultants (between V8 and V9 and vice versa). 
 
 
 Solution 
 
 In V8, create two procedures: sysExternalImportTransactions, sysExternalImportErrors. 
 Read from the sysProcessLog and export the data for the request. 
 Add a nullable field in sysProcessLog, ExternalRequestId, this field will contain Import.Imports.Id from V9. 
 Add the procedures to the sysObjectWhitelist table to be available in the API. 
 When the user clicks on export transactions or export errors, make an API call to the above and export the data as normal. 
 Move the singular import requests to log an import like the bulk imports do.  
 Add status "In Progress" when the import starts. 
 Communicate completion of the import from V8 to V9. 
 
 
 V9: Import Issue (#132815) 
 Problem 
 
 When providing other data in the import for org level 1 than the default IN01 data, the import fails with the error: The org node to link the user's position to could not be found." 
 
   
 Solution 
 
 Add org level 1 as received data, and fall back to the default only when no data is provided 
 
   
 PaySpace Signify discrepancy script (#129254) 
 Problem 
 
 When data is not staged in the user stagings for an import, then the exported Excel sheet is broken without data. 
 Data fields are inconsistent in the export 
 
   
 Solution 
 
 Add a check to export a default error 
 Add a cast to shortdatestring for datetime and datetime? fields 
 
   
 [Integration][Admin User][People Import] Import log shows successful but transaction log is empty (#132526) 
 Problem 
 
 
 Not all import types are developed to export data; therefore, when a user clicks 'User validation report,' it will export but have no data 
 
 
 Solution 
 
 
 Add a new check to validate and ensure the import type is allowed to be validated 
 
 
   
 
 Tenant/Ruleset Management 
 System Summary Page (#124038) 
 Problem 
 
 Old V8 installation has documentation on Master Builder, with all client URLs, etc. 
 For V9, this seems to have fallen away – is there a way to automatically insert this on Master Builder (Product Table) 
 
 
 Developer Solution 
 
 Add a new button on the tools page to access the system summary. 
 Create a new page with a table with paging,  50 per page and global search.
 
 Includes useful information for support (such as Tenant Id, Tenant Name, RulesetId, RulesetName, SystemCloseDate, LoginURL, SupportURL, and ActiveProducts). 
 Includes a list of Subscriptions, ActiveUserCount, BaseLicenceCount, and SchemaCreatedMessage. 
 
 
 Add a gPRC call in the Account Service to do the query with the requested fields. 
 
 
 
 General 
 Upgrade nugget packages on Signify repository (#129990, #129991) 
 Problem 
 
 .NET 8 is still used on the Signify solution. 
 
 
 Solution 
 
 Upgrade the Signify solution to .NET 9 and test that the modules are still working. 
 
   
 
 Data Warehouse 
 [DWH] WFA Adjustments for Term 2 - Phase 1 (#132175) 
 Problem 
 
 The Term 2 and Term 4 EXAM Marks need to be included within the subject list for reports 
 
 Solution 
 
 Added  t he Term 2 and Term 4 EXAM Marks within the subject list  
 
   
 
  

Version 9.1.164.4 (Support Release - 25 June 2025)
Report Builder 
 Objective Settings Queries (#133021) 
 Problem 
 
 
 The Select Distinct set on the report is not applied when exporting, only when viewing and leading to duplicate records being displayed when exported. 
 
 
 
 Solution 
 
 
 If DistinctRows is not provided, fall back to the configuration on the report. 
 
 
 
 
 General 
 Unable to upload Banner Image (#133162) 
 Problem 
 
 
 The file name included in the directory creation is causing issues with the image stream 
 
 
 
 Solution 
 
 
 Only used the directory in creation 
 
 
 
 
 Imports 
 Payspace Employee import rejections (#132840) 
 Problem 
 
 When pulling users from Payspace, users without ID numbers have no employment statuses and are excluded from mapping without a reason. 
 
 
 Solution 
 
 When the user does not have an ID number, fall back to the  employee number when grouping the user's appointments to retrieve the latest record 
 Add error logs for the users who are excluded 
 Stage the excluded users into user staging for the Payspace import 
 Ensure the provinces can be created case and culture manner. 
 
 
 Appointment error on Own (#132805) 
 Problem 
   
 
 
 When logged in as a support user, the user cannot open the V8 pages 
 
 
   
 
 Solution 
   
 
 
 Include users of type support in the export function from V9 to allow it to be imported on V8 and open the pages. 
 
 
 
 PaySpace Signify discrepancy script (#129254) 
 Problem 
 
 When data is not staged in the user stagings for an import, then the exported Excel sheet is broken without data. 
 Data fields are inconsistent in the export 
 
   
 Solution 
 
 Add a check to export a default error 
 Add a cast to shortdatestring for datetime and datetime? fields 
 
   
 Skip the OrganizationPositionDetail for the OFO population (#132260) 
 Problem 
 
 When the Payspace client does not grant access to the OrganizationPositionDetail then the following API call fails as forbidden 
 string url = $"{connector.BaseUrl}/v1.1/{companyId}/OrganizationPositionDetail?$count=true"; 
 
   
 Solution 
 
 Add try catches when pulling data for the OFO code to suppress and log the failure should it occur and then continue with the import 
 
   
 
 Performance Management 
 Manager rating cannot be saved - error message (#133058) 
 Problem 
 
 
 When FinalRatingsOnly is enabled and the items are interpolated, it does not save the Manager Score along with the Final score (as it would when not interpolated). This causes the validation to fail when trying to approve the ratings. 
 
 
 
 Solution 
 
 
 Ensure that the manager score values are also saved when the ratings type is FinalOnly. And correctly updates on the SPA after the save. 
 
 
 
 PM UPLOAD document button missing (#132985) 
 Problem 
 
 When the contract is in the Objective  phase but not yet in the  Rating  phase, users are unable to upload documents. As the  Ratings  phase where the only phase that where being checked/validated. 
 
 
 Solution 
 
 Updated the validation logic to correctly parse and assess the current contract phase, ensuring document uploads are allowed during appropriate phases. 
 
 
 Performance Management: Incorrect Total after 10/10 Self-Rating and Error on Submit Final Rating (#131647) 
 Problem 
 
 The scores within ContractPeriods do not round correctly when they round to above 100 
 
 Solution 
 
 Adjusted the rounding issue for ContractPeriods scores to ensure it does not exceed 100  
 
 
 Project Management: Text Sanitation Changes '&' to '&' (#132912) 
 Problem 
 
 When viewing the Review Setup, the & is showing incorrectly 
 
   
 Solution 
 
 Added new sanitation, to show the correct & and not the encoded one. 
 
 
 Path to link Signify to Power BI (#132335) 
 Problem 
 
 An additional api required to export all user contract data for a review year and review setup 
 
   
 Solution 
 
 Create a copy of rpc ListReviewYearSetupUserContracts (ListReviewYearSetupUserContractsRequest) returns (ListReviewYearSetupUserContractsResponse); and extend to include all users 
 Include location in org 
 Remove image path for performance 
 
   
 
 People Management 
 Error shown when user clicks on My Profile (#132878) 
 Problem 
 
 When a user that does not have an admin role tries to view their own profile, the page breaks. Problem is that it tries to fetch the active products for the tenant/ruleset, but the call to get ruleset information is admin authorized only. 
 
   
 Solution 
 
 Changed to get the tenant ID from the available anonymous call, which is then used to fetch the tenant subscription information.

Version 9.1.164.3 (Support Release - 12 June 2025)
Ruleset Management | Image Uploader 
 Unable to upload Banner Image (#133162) 
 Problem 
 
 The wrong directory is being created for the copy of the existing default banner, causing an error on upload 
 
   
 Solution 
 
 Changed the directory existence check and creation from  sourchPath  to  copyPath 
 
 
 
 Imports 
 Payspace Employee import rejections (#132840) 
 Problem 
 
 When pulling users from Payspace, users without ID numbers, who have no employment statuses, are excluded from mapping without a reason. 
 
   
 Solution 
 
 When the user does not have an ID number, fall back to the  employee number when grouping the user's appointments to retrieve the latest record 
 Add error logs for the users who are excluded 
 Stage the excluded users into user staging for the Payspace import 
 Ensure the provinces can be created in a case and culture invariant. 
 
 Another rule to be aware of is that the Payspace pull only imports terminated users when they already exist on the ruleset with the payroll ID from Payspace. Any user terminated on Payspace before today that does not exist by Payroll ID on the ruleset is excluded and will not be imported. 
   
 PaySpace Signify discrepancy script (#129254) 
 Problem 
 
 When data is not staged in the user stagings for an import, then the exported Excel sheet is broken without data. 
 Data fields are inconsistent in the export 
 
   
 Solution 
 
 Add a check to export a default error 
 Add a cast to shortdatestring for datetime and datetime? fields 
 
   
 PaySpace (#132260) 
 Problem 
 
 When the Payspace client does not grant access to the OrganizationPositionDetail, then the following API call fails as forbidden 
 string url = $"{connector.BaseUrl}/v1.1/{companyId}/OrganizationPositionDetail?$count=true"; 
 
   
 Solution 
 
 Add try catches when pulling data for the OFO code to suppress and log the failure should it occur, and then continue with the import 
 
   
 V9: Import Issue (#132815) 
 Problem 
 
 When providing other data in the import for org level 1 than the default IN01 data, the import fails with the error: The org node to link the user's position to could not be found." 
 
   
 Solution 
 
 Add org level 1 as received data, and fall back to the default only when no data is provided 
 
   
 
 Performance Management 
 Manager rating cannot be saved - error message (#133058) 
 Problem 
 
 
 When FinalRatingsOnly is enabled and the items are interpolated, it does not save the Manager Score along with the Final score (as it would when not interpolated). This causes the validation to fail when trying to approve the ratings. 
 
 
 
 Solution 
 
 
 Ensure that the manager score values are also saved when the ratings type is FinalOnly. And correctly updates the SPA after the save. 
 
 
   
 PM UPLOAD document button missing (#132985) 
 Problem 
 
 When the contract is in the Objective  phase but not yet in the  Rating  phase, users are unable to upload documents. As the  Ratings  phase where the only phase that where being checked/validated. 
 
   
 Solution 
 
 Updated the validation logic to correctly parse and assess the current contract phase, ensuring document uploads are allowed during appropriate phases. 
 
   
 Performance Management: Incorrect Total after 10/10 Self-Rating and Error on Submit Final Rating (#131647) 
 Problem 
 
 Due to the increasing number of KPIs and the distribution of their respective weights, there is a potential for precision-related discrepancies during the selection and calculation of the final rating. As a result, the computed value may appear as 10.001 instead of the expected 10. 
 The final ratings could not be submitted due to the system not accommodating a score of 100.0000, which resulted in a submission failure 
 The scores within ContractPeriods do not round correctly when they round to above 100 
 
 Solution 
 
 New logic was implemented in the score calculation to allow for slight overcalculations, which are then adjusted to the appropriate floor value. The system has been updated to allow for larger max rating scores. 
 Adjusted the rounding issue for ContractPeriods scores to ensure it does not exceed 100  
 
   
 Path to link Signify to Power BI (#132335) 
 Problem 
 
 An additional api required to export all user contract data for a review year and review setup 
 
   
 Solution 
 
 Create a copy of rpc ListReviewYearSetupUserContracts (ListReviewYearSetupUserContractsRequest) returns (ListReviewYearSetupUserContractsResponse); and extend to include all users 
 Include location in org 
 Remove image path for performance 
 
   
 Project Management: Text Sanitation Changes '&' to '&' (#132912) 
 Problem 
 
 When viewing the Review Setup, the & is showing incorrectly 
 
   
 Solution 
 
 Added new sanitation to show the correct & and not the encoded one. 
 
   
 
 People Management 
 [My Profile] Error shown when user clicks on My Profile (#132878) 
 Problem 
 
 When a user who does not have an admin role tries to view their own profile, the page breaks. The problem is that it tries to fetch the active products for the tenant/ruleset, but the call to get ruleset information is admin-authorised only. 
 
   
 Solution 
 
 Changed to get the tenant ID from the available anonymous call, which is then used to fetch the tenant subscription information. 
 
   
 
  

Version 9.1.164.2 (Support Release - 5 June 2025)
Performance Management 
 Performance Management: Incorrect Total after 10/10 Self-Rating and Error on Submit Final Rating (#131647) 
 Problem: 
 
 The scores within ContractPeriods do not round correctly when they round to above 100 
 Due to the increasing number of KPIs and the distribution of their respective weights, there is a potential for precision-related discrepancies during the selection and calculation of the final rating. As a result, the computed value may appear as 10.001 instead of the expected 10. 
 The final ratings could not be submitted due to the system not accommodating a score of 100.0000, which resulted in a submission failure 
 
 Solution: 
 
 Adjusted the rounding issue for ContractPeriods scores to ensure it does not exceed 100 
 New logic was implemented in the score calculation to allow for slight overcalculations, which are then adjusted to the appropriate floor value. 
 The system has been updated to allow for larger max rating scores. 
 
   
 Path to link Signify to Power BI (#132335) 
 Problem 
 
 An additional api required to export all user contract data for a review year and review setup 
 
   
 Solution 
 
 Create a copy of rpc ListReviewYearSetupUserContracts (ListReviewYearSetupUserContractsRequest) returns (ListReviewYearSetupUserContractsResponse); and extend to include all users 
 Include location in org 
 Remove image path for performance 
 
   
 
 People Management 
 [My Profile] Error shown when user clicks on My Profile (#132878) 
 Problem 
 
 When a user who does not have an admin role tries to view their profile, the page breaks. The problem is that it tries to fetch the active products for the tenant/ruleset, but the call to get ruleset information is admin-authorised only. 
 
 Solution 
 
 Changed to get the tenant ID from the available anonymous call, which is then used to fetch the tenant subscription information. 
 
   
 
 Imports 
 PaySpace Signify discrepancy script (#129254) 
 Problem 
 
 When data is not staged in the user stagings for an import, then the exported Excel sheet is broken without data. Data fields are inconsistent in the export 
 
   
 Solution 
 
 Add a check to export a default error 
 Add a cast to shortdatestring for datetime and datetime? fields 
 
   
 Person not updating via Import (#132260) 
 Problem 
 
 When the Payspace client does not grant access to the OrganizationPositionDetail, then the following API call fails as forbidden 
 string url = $"{connector.BaseUrl}/v1.1/{companyId}/OrganizationPositionDetail?$count=true"; 
 
   
 Solution 
 
 Add try catches when pulling data for the OFO code to suppress and log the failure should it occur, and then continue with the import 
 
   
 V9: Import Issue (#132815) 
 Problem 
 
 When providing other data in the import for org level 1 than the default IN01 data, the import fails with the error: The org node to link the user's position to could not be found." 
 
   
 Solution 
 
 Add org level 1 as received data, and fall back to the default only when no data is provided 
 
   
 
   
  

Version 9.1.164.1 (Support Release - 3 June 2025)
Performance Management 
 Path to link Signify to Power BI (#132335) 
 Problem 
 
 An additional api required to export all user contract data for a review year and review setup 
 
   
 Solution 
 
 Create a copy of rpc ListReviewYearSetupUserContracts (ListReviewYearSetupUserContractsRequest) returns (ListReviewYearSetupUserContractsResponse); and extend to include all users 
 Include location in org 
 Remove image path for performance 
 
   
 
 Imports 
 PaySpace Signify discrepancy script (#129254) 
 Problem 
 
 When data is not staged in the user stagings for an import, then the exported Excel sheet is broken without data. 
 Data fields are inconsistent in the export 
 
   
 Solution 
 
 Add a check to export a default error 
 Add a caste to shortdatestring for datetime and datetime? fields 
 
   
 PaySpace (#132260) 
 Problem 
 
 When the Payspace client does not grant access to the OrganizationPositionDetail, then the following API call fails as forbidden 
 string url = $"{connector.BaseUrl}/v1.1/{companyId}/OrganizationPositionDetail?$count=true"; 
 
   
 Solution 
 
 Add try catches when pulling data for the OFO code to suppress and log the failure should it occur, and then continue with the import 
 
 
 Imports 
 Issue when importing data in another root than IN01 (#132815/132240) 
 Problem 
 
 When providing other data in the import for org level 1 than the default IN01 data, the import fails with the error: The org node to link the user's position to could not be found." 
 
   
 Solution 
 
 Add org level 1 as received data, and fall back to the default only when no data is provided 
 
   
 
   
   
  

Version 9.1.164 (2 June 2025)
Learning Management 
 LMS Portal: Subject Setup: No Cycle 'Weight in Period' Validation (#132285) 
 Problem 
 
 When saving the weights of a cycle which exceeds 100, it is unclear where the issue is. 
 
   
 Solution 
 
 Add validation client-side to indicate the invalid weights in red 
 
   
 LMS Portal: Marksheet: Save does not work when entering and Removing Input in an Empty Row (#132306) 
 Problem 
 
 When adding and removing data on empty columns of a marksheet, it cannot be saved. 
 
   
 Solution 
 
 Check that the item for the cells has items; otherwise, skip it 
 
   
 
 System Access 
 Allow support user functionality not working (#132363) 
 Problem 
 
 Unable to log in with a support user when disclaimers are active on a ruleset 
 
   
 Solution 
 
 Change the authentication process during support to skip the disclaimer acceptance 
 
   
 
 Ruleset Management 
 When on the Notification Tab, the Image Resources Tab disappears (#128559) 
 Problem 
 
 The image resources tab disappeared when navigating to the notifications tab in ruleset setup. 
 
   
 Solution 
 
 Added a missing navigation tab for image resources when navigating from the notifications tab. 
 
   
 
 Report Builder 
 Information for the BOTS (#130430) 
 TBA 
   
 Error when changing condition (#132342) 
 Problem 
 
 An error occurred when trying to preview data when the 'list' operator was selected as a filter condition. 
 
   
 Solution 
 
 This was due to a syntax error in the query, which is now resolved. 
 
   
 
 Performance Management  
 Add functionality to delete multiple templates at once (#120577) 
 Problem 
 
 Can only remove one template at a time on the PM Review Setup Templates 
 Modal is very small when a selection is required to select templates for bulk deletion 
 Translation missing for en-GB 
 When the modal is displayed to remove multiple templates, you can click on which then navigates you to the template 
 
   
 Solution 
 
 Add a new option to remove multiple templates at once. 
 Show a larger modal for Bulk delete templates 
 Added Translation for en-GB 
 Remove the check to be able to navigate to the template 
 
   
 Manager Ratings not updated when Manager and Final Ratings can be completed simultaneously (#127230) 
 Problem 
 
 With the setting to do both final rating and manager rating, the banner scores for Manager Rating is not being updated on the contract 
 
 Solution 
 
 Add a new check to also update the Manager Rating along with the Final Rating when both are captured 
 
   
 
 Data Warehouse 
 I want to have the audit data in the DWH so that I can create a report for the recalculated scores (#130423) 
 Problem   
 
 The new recalculated score fields are not available within the Report Builder 
 
 Solution 
 
 Added the new   recalculated score fields within the Report Builder (DWH) 
 
   
 Adjustments for Term 2 - Phase 1 (#132175) 
 Problem 
 
 The Term 2 and Term 4 EXAM Marks need to be included within the subject list for reports 
 
 Solution 
 
 Added  t he Term 2 and Term 4 EXAM Marks within the subject list  
 
   
 Tenant Usage stats (#131639) 
 Problem 
 
 The Tenant Usage Stats data needs to be available within the Data Warehouse 
 
 Solution 
 
 Added table TenantUsageStats with the required fields within the Data Warehouse 
 
 
 Notifications 
 Tooltip when hovering over item on Exports list incorrect (#122691) 
 Problem 
 
 The tooltip for the download icon in the Exports section incorrectly displays "Export" instead of "Download." 
 
   
 Solution 
 
 Updated tooltip text to "Download". 
 
   
 
 People Management 
 [Appointment History] Reference Name and Surname fields are not marked as required (#131180) 
 Problem 
 
 
 
 When adding/editing an employment history record, the save fails if you do not provide the reference name and contract information. This is because it is required/expected on the backend but not on the Modal. 
 
 
 
 Solution 
 
 
 
 Make reference name and surname & reference contact required. 
 
 
   
 Issues on People Management Module (#131783) 
 Problem 
 
 When a user searches on People Management, the search filter persists even when the user logs out and logs back in. This confuses sessions, as some results are not available. 
 
   
 Solution 
 
 When the user clicks logout, clear the filterCriteria if it exists from the local storage 
 
   
 
 HR Processes 
 Not All Jobs Positions are Available on the Workflow Reporting Lines (#132320) 
 Problem 
 
 When a position has a termination date in the future it cannot be found when setting up an HR process 
 
   
 Solution 
 
 Change the filter in the query to include position in the future and only include users 
 
   
 
 Languages 
 Add en-ZA as language and set as default (#132295) 
 
 
 Add a new culture for en-ZA on V9. 
 
 
 
 
 
 Ensure that the necessary translation files are added. 
 Ensure that en-ZA can be selected by the user - if the language is published on the ruleset. 
 Ensure that translations and date formats still work when en-ZA is used as a language. 
 
 
 
   
 
   
   
   
  

Version 9.1.163 (2 June 2025)
Performance Management 
 Add functionality to delete multiple templates at once (#120577) 
 Problem 
 
 Can only remove one template at a time on the PM Review Setup Templates 
 Modal is very small when a selection is required to select templates for bulk deletion 
 Translation missing for en-GB 
 When the modal is displayed to remove multiple templates, you can click on which then navigates you to the template 
 
 
 Solution 
 
 Add a new option to remove multiple templates at once. 
 Show a larger modal for Bulk delete templates 
 Added Translation for en-GB 
 Remove the check to be able to navigate to the template 
 
 
 If moderated, show original score when you hover over the gauge as well (#129852) 
 Problem 
 
 When an agreement is moderated, on the overall score, when hovering over the text, the score is viewed within a tooltip, the hit area is a bit small 
 
 
 Solution 
 
 Change the tooltip to be displayed over the entire gauge when moderated. 
 
 
 Able to save the sections on a setup after deleting all Rating Scales (#129104) 
 Problem 
 
 The user could not save the review setup with the changes made to check for rating scales 
 Users could save a review setup when there was no rating scales defined, for example, all were deleted. 
 The user could save a review setup without adding a 'Performance' Rating Scale 
 
 
 Solution 
 
 Add a check to not validate rating scales for action plan section 
 Add a new check to ensure that the rating scales are defined for the active sections before saving, or else it results in a detailed error 
 Add a new check to ensure that there are performance rating scales 
 
 
 Limit item weights to 3 digits with a max value of 100 (#124145) 
 Problem 
 
 Weight input is not limited to correct values, for example can enter 120 in weight, but only errors when trying to submit 
 
 
 Solution 
 
 Limit input to the correct min/max values of the weight percentage while the user enters input 
 
 
 Cannot open the Documents page when there are no KPIs (#126063) 
 Problem 
 
 When doing an agreement, and a perspective or KPA is added, when clicking to View Documents, it does nothing and errors as no KPI has been added 
 
 
 Solution 
 
 Disable the View Documents button when no KPI has been added when an agreement is being done, and also view a tooltip with a new translation message to first indicate to add a KPI 
 
 
 On the preview, the perspective is shown as unknown even when perspectives are not enabled (#120057) 
 Problem 
 
 Unknown text is shown on templates where perspectives are disabled when previewing a template 
 
 
 Solution : 
 
 Add a check to not display the Perspective name ('Unknown') when perspectives are disabled 
 
 
 "Save" and "Save Add New" have the same translation (#124587) 
 Problem 
 
 Translation for save and saveAddNew had the same translation 
 
 
 Solution 
 
 Changed to use a different translation for wording, save and saveAddNew 
 
 
 Incorrect error when you submit an agreement containing duplicate items (#124049) 
 Problem 
 
 When adding a duplicate KPI in an agreement, the entire exception is displayed as an error and not a friendly UI error 
 
 
 Solution 
 
 Add a new check to show a translation error message 
 
 
 Update text on 'submitting objectives' (#128266) 
 Problem 
 
 When the objective settings are confirmed on the modal, the text reads 'be blocked for editing' 
 
 
 Solution 
 
 Change the text on the confirmation modal to read 'be locked for editing' 
 
 
 Indicate that moderation is in progress (#130384) 
 Problem 
 
 When an agreement is being moderated and saved to be completed later, on the user side within the agreement, it is shown as moderated 
 
 
 Solution 
 
 Add a new check that if the moderation is in progress, show correct translations, else default to the moderated translation 
 
 
 Performance Management - Keep Action Plan open (#130044) 
 Problem 
 
 Currently, when a period has been approved by the employee and manager, no changes can be made to the Action Plan section 
 
 
 Solution 
 
 Change the logic of the Action Plan to allow updates throughout the active Performance Year  
 If a review period has been approved by either the employee or the manager, allow the following actions on the Action Plan Section

 
 Add   
 Edit  
 Delete  
 Copy from previous  
 Complete status by the manager  
 
 
 These actions should be applied to 

 
 KPI Action Plan items  
 Ad Hoc Action Plan items  
 
 
 If the Check-ins period has been reached, also allow the Action Plan to be modified  
 When the Performance Year is locked, the Action Plan will close, and no changes will be made  
 
 
 Radio buttons not behaving correctly (#121338) 
 Problem 
 
 When adding a new KPA/KPI, the radio buttons do not work correctly when navigating between each toggle 
 
 
 Solution 
 
 Fixed check to not overwrite the toggle state 
 
 
 Make message more prominent (#129638 & #129639) 
 Problem 
 
 An important message is displayed within the Moderation search function that can be missed by many 
 
 
 Solution 
 
 Changed to an alert message, which showcases the message to the user within an info icon 
 
 
 Apply the text-area rule for the Goals on view (#120063) 
 Problem 
 
 
 The text area within the goals of the Action Plan grows as the text increases 
 When an action plan is added with a lot of text, the tooltip displays on the left, which makes it difficult to read 
 
 
 
 Solution 
 
 
 Apply the text-area rule to minimise text with ellipses. 
 Move the tooltip to the right to show all text and read clearly 
 
 
 
 Tooltip on Hover for Final Score in English (#124580) 
 Problem 
 
 English text displayed on the tooltip within the dashboard, Final Scores 
 
 
 Solution 
 
 Added translation to view 
 
 
 
 Imports 
 The system does not use the specified org code when importing a new level 1 node (#119899) 
 Problem 
 
 
 The system does not use the specified org code when importing a new level 1 node 
 
 
 
 Solution 
 
 
 Ensure that when importing org nodes, we first check if a code was specified before looking at the auto-generated codes, thereby ensuring that if a code is specified for level 1, it is used. 
 
 
 
 Default the Import option to Performance Management (#113330) 
 Problem 
 
 The import/export modal doesn't, by default, select the current product's imports; it needs to have the current active product selected and the imports for it displayed, depending on where you are in the system. 
 
 Solution 
 
 Included the ProductCode to the baselayout and send that through to the importexport modal to ensure it correctly selects the correct product for import options. 
 
 
 Enable Sage Automated employee import (#129939) 
 Problem 
 
 The PowerShell connector indicated an incorrect validation message. 
 When a user leaves the Signify system open for more than 10 hours and then tries to continue their work, they receive the error 
 
 
 Solution 
 
 Add the missing passport number field that caused the import to be incorrectly mapped, and receive invalid validation errors 
 When the backend services return unauthorised as a status code, redirect the user to the login page rather than giving an infinite error message 
 
 
 
 Data Warehouse 
 Send DWH integrity report weekly via DB Mail (#131121) 
 Problem  
 
 
 The integrity report has been developed and is not used frequently for monitoring purposes 
 
 
 
 
 Solution 
 
 
 Send DWH integrity report weekly via DB Mail by creating a new SQL Job 
 
 
 
 
 Notifications 
 Styling on Reason for deletion to be standardised (#122689) 
 Problem 
 
 
 Styling in the delete modal in Main Banner | Inbox | Notification | Exports did not match other standard modals' styling in the system. 
 

 
 
 Solution 
 
 
 Updated the delete modal to match the standard styles. 
 
 
 
 User unable to send a Welcome Notification (#131852) 
 Problem 
 
 When a user who only has People Admin role tries to send a Welcome Notification an error is displayed. This is because to fetch the template it first needs to fetch the active products. The active products fetch can only be done by Ruleset / Tenant admins. 
 
 
 Solution 
 
 Allowed for users with the People Admin role to also retrieve Active Products. Confirmed that the user can still only see relevant areas, the fetch can successfully be made by a People admin without a ruleset/tenant admin role. 
 
 
 
 Report Builder 
 The order of the sources to be aligned with the database Display Order (#129894) 
 Problem 
 
 The  Data Sources  are not displayed in the Order which has been set in the database under  DisplayOrder 
 
 
 Solution 
 
 Make sure the display order in the DB and front-end is the same 
 
 
 
 Organisational Structure 
 Errors - & (#131317) 
 Problem: 
 
 When adding an Org Unit, the '&' gets sanitised from the name. 
 The config map changes do not work correctly yet. 
 Need to add the excluded object properties directly to AppSettings. 
 
 Solution: 
 
 Add OrgUnitName and Code for the OrgNodeViewModel to the list of excluded sanitisation properties. 
 
 
 Errors on Org Structure (#131884) 
 Problem 
 
 The org flat structure path is not working correctly on the root node 
 
 
 Solution 
 
 Correct the generation of the org flat path on the root node 
 Create the support user on the node IN01 
 Add missing org flat path generation for the first user 
 
 
 
 People Management 
 Add Role Permission: Manage Own Data (#124043) 
 Problem 
 
 A user is not able to update personal details when the particular feature for that item is not enabled, although the user has the "ManageOwnData" permission. 
 
 
 Solution 
 
 If a user has the "ManageOwnData" permission, ensure they can update their profile details, even if, according to the product setup, the item cannot be edited. 
 
 
 
 Translations 
 Translations on Learning Management are not updating (#131968) 
 Problem 
 
 Translations are not working on any cshtml pages and only on react pages 
 
 
 Solution 
 
 Updated Translator.cs to include "learningManagement" in the services list. 
 Changed UseExternalTranslations to true in both appsettings.Development.json and appsettings.json to utilise external translations in both development and production environments. 
 
 
 
 SigniChat 
 Adding a new group using the people group which was previously used to be handled (#123358) 
 Problem 
 
 You should never have multiple chat groups for the same people group (and product). 
 When you created a chat group which is linked to a people group, which was previously deactivated, a new chat group was created (for the same people group), instead of activating the existing chat, it created a duplicate chat group linked to the same people group. 
 You can now activate the disabled chat group, and voila, you have two chat groups for the same people group. 
 
 Solution 
 
 When creating a chat group for a people group, which was then disabled, activate the existing chat group instead of creating a duplicate.

Version 9.1.162 (2 June 2025)
People Management 
 Improve People Group Materialisation and management (#130510) 
 Problem 
   
 
 When a people group has been materialised and a consumer event fails to refresh the people group in a service, there is no way to refresh the users in, for example, Performance Management, without changing the people group. 
 When a people group is handled by the SyncMaterialisedPeopleGroupUsersCommand command, there is no locking to prevent multiple consumers from processing the same people groups. This can lead to deadlocks, or at least redundant fetches and updates. 
 There is no way to know when the people group were materialised last. 
 
   
 Suggested Development 
   
 Add a button to the people group summary page to manually force a refresh of the open people group on all services 
 
 The Materialised people group users in the job profiler service are busted and rematerialised 
 This should trigger a new event consumed by the job profiler service and then the jp service must trigger the SyncMaterialisedPeopleGroupUsersCommand on all services using gRPC to ensure all services are in sync. 
 
 Add a MaterialisedDataLog table to each service 
 
 Columns: Id, created date, edited date, tabletype, status, referenceId
 
 tabletype: Enum:

PeopleGroupUsers, Ruleset, Users, Appointments 
 status: Available, Locked 
 referenceId: Reference to materialised table e.g. PeopleGroupId 
 
 
 When the people groups sync, add or update the entry in the table with the reference Id being the people group id. 
 Set the status to "locked" when processing a request. 
 Other refreshes wait, by checking every 20 seconds and up to 2 minutes, if the people group is Available and then continue refreshing. 
 Use the log table to find the tables that have been materialised. 
 
 
 
 Performance Management 
 Column fields for Evaluations modals not translated (#124581) 
 Problem 
 
 On the agreement, when adding an evaluation, the column headers were not translated into Deutsch. 
 
 
 Solution 
 
 Added translation for headings in the Deutsch translation. 
 
 
 Able to save the sections on a review setup after deleting all Rating Scales (# 129104) 
 Problem 
 
 User could not save review setup with change made to check for rating scales. 
 Users could save a review setup when there were no rating scales defined, for example, all were deleted. 
 User could save a review setup without adding a 'Performance' Rating Scale. 
 
 
 Solution 
 
 Added a check to not validate rating scales for the action plan section. 
 Add a new check to ensure that the rating scales are defined for the active sections before saving, or else result in a detailed error. 
 Add a new check to ensure that there are performance rating scales 
 
 
 The circle for the overall Status icon does not turn green (# 129073) 
 Problem 
 
 On the Performance Dashboard, the circle for the Overall Status icon does not turn green after finalising the agreement if the setting to hide all the weights is enabled. 
 
 
 Solution 
 
 Added a check for the circle to turn green when the agreement has been finalised. 
 
 
 Only display 20 characters of the review period names and add a tooltip on the Performance Management timeline (#128454) 
 Problem 
 
 Review period names are displayed in full length on the dashboard, causing an overlap with the edge of the card. 
 
 
 Solution 
 
 Changed to display only the first 20 characters, with an ellipsis text and a tooltip to display the full period name on the dashboard timeline 
 
 
 Update wording on 'submitting objectives' (# 128266) 
 Problem 
 
 When the objective settings are confirmed on the modal, the text reads 'Please note that the Objective Settings will now blocked for editing'. 
 
 
 Solution 
 
 Change the text on the confirmation modal to read 'be locked for editing'. 
 
 
 Instructions overlapping "Continue" button (#121399) 
 Problem 
 
 Instructions text overlapping the "Continue" button on the manager's agreement for Objective Setting within the Performance Management Dashboard. 
 
 
 Solution 
 
 Add styling to restrict text from overlapping. 
 
 
 The hover-over item displays twice when hovering over Action Plan items on KPIs (# 120060,120063) 
 Problem 
 
 A duplicate pop-over displays once an Action Plan has been added from a KPI within an agreement. 
 
 
 Solution 
 
 Removed duplicate popover and only kept one. 
 
 
 Able to delete an agreement when the phase is no longer active (#121573) 
 Problem 
 
 When a period has ended within a review setup, an agreement which has been started can still be deleted. 
 
 
 Solution 
 
 Add a check that if the phase has ended, do not show the option to delete the agreement on both Dual and without Dual agreements. 
 
 
 Manager side shows "Rate" button if submitted before the employee (#115767) 
 Problem 
 
 On the Manager side, the text 'Rate' is displayed even if the Manager has submitted their scores, and the user has not started yet. 
 
 Solution 
 
 Change to display View instead of Rate within the case that a User has not started and the Manager has submitted their scores. 
 
 
 
 
 Recruitment 
 Error when saving external applicant as employee on Advertisement created directly as an advertised position (#131948) 
 Problem 
 
 When selecting a position during Advertisement creation, the user could select job positions unrelated to any organisational structure, leading to issues later on when appointing an applicant. 
 
 
 Solution 
 
 Added a check to only show job positions when they are also found in org positions. 
 
 
 
 Imports 
 Add exclude from update functionality (#128857) 
 Problem 
   
 
 
 When using Sage and other third-party applications, a client does not utilise all the third-party modules, such as OFO codes. 
 These codes are maintained directly in Signify via the front-end functionality. 
 The user import uses the data received as the source of truth. 
 Should a value be empty in the import received, the value in the system is also updated to empty. 
 This means that if a field like OFO code has been updated in Signify, it will be cleared with the next import received from the 3rd party. 
 
 
   
 
 Solution 
 
 Create a master data table for import fields and indicate which fields should be excluded from import, e.g. the system is the source of truth. 
 Master data ship as empty, add columns to be excluded from the front-end. 
 
 
 
 
 Main Dashboard 
 HR Processes widget not showing even if set to active (# 130867) 
 Problem 
 
 The HR Processes widget did not display when the logged-in user had no actions to perform (in other words, they had none of their own requests or requests to attend to).  
 
 
 Solution 
 
 Display an 'empty' widget when there are no actions to perform. 
 
 
 
 Report Builder 
 Signing is not going through on assessment acceptance with a moderator (#131820) 
 Problem 
 
 Exceptions are thrown when the same Scoped DbContext is used in multiple threads/tasks, causing the signing to get stuck in "inprogress" status. 
 
 
 Solution 
 
 Create a scope for services for each task or thread running when signing documents. 
 
 
 
 Data Warehouse 
 Add datasource field description (# 131323) 
 Problem 
 
 From the front-end, it is not known exactly what the purpose of each field in the data dictionary is. 
 
 
 Solution 
 
 Add a Description NVARCHAR(MAX) field to reportbuilder.DataSourceFields - Developer on V9 on reportbuilder migrations. 
 Update fields in the reportbuilder.DataSourceFields with description - only where it is not straightforward. 
 Create a new report category "System". 
 Create a report to display Table, Field, Field Description, Type, Length, and Display Order. 
 Select only tables with fields where the table and the field are not archived and where the field is selectable. 
 
 
 
 Tenant/Ruleset Management 
 Make products and system menus active according to subscription (#116680) 
 Problem 
 
 When creating a new Tenant &/or Ruleset, all products and the system menus are inactive. 
 
   
 Suggestion 
 
 When creating a Tenant or a new Ruleset from blank, make the products and system menus active according to the Tenant's subscription. 
 
 
 Development 
   
 
 
 When creating a ruleset, enable the products under ruleset management per the purchased license. 
 When the ruleset is already in use and a new license is purchased, the corresponding product should not automatically be enabled then, only during creation. 
 
 
 
 
 People Management, Job Profiler, Standard Reports: 
 
 
 
 
 
 
 Extended Core
 
 Add a new product, Mentoring and Coaching, that is active when Extended Core is active. 
 
 
 Report Builder, Insights: 
 
 
 
 
 
 
 
 
 Rename the license to Insights and Report Builder. 
 
 
 eLearning: 
 
 
 
 
 
 
 
 Add a new product, PDP, and link the PDP menu to it: 
 
 
 
 
 
 
  Performance Management: 
 
 
 
 
 
 
 Leave Management: 
 
 
 
 
 
 
 Career and Succession Planning: 
 
 
 
 
 
 
 Recruitment: 
 
 
 
 
 
 
 Learning Store: 
 
 
 
 
 
 
 Training Scheduling:
 
 Rename the license and product to Event Scheduling 
 
 
 
 
 
 
 
 
 
 Salary Review: 
 
 
 
 
 
 360 evaluations:
 
 Add a new product and move the 360 Employee Evaluations Menu to it 
 
 
 
 
 
   
 
 
 Show and hide menus in People Management config based on the active products and licenses. 
 Always show: 
 
 
 
 
   
 
 
 Core
 
 Basic People Management
 
 Profile (excl Extended Profile) 
 User Permissions 
 Appointment 
 Performance Management (if the Product has a subscription) 
 Training and Development (if PDP or Learning has a subscription) 
 Labour Relations 
 Audit Information 
 
 
 Org Structure 
 Basic Job and Position Library
 
 Hide the Requirements tab on Job Profiling 
 
 
 HR Helpdesk 
 Standard Reports 
 
 
 
 
   
 
 
 
 Add the menu with its submenus: 
 
 
 
   
 
 
 Extended
 
 Full People Management
 
 Profile 
 Extended Profile 
 User Permissions 
 Appointment 
 Performance Management (if the Product has a subscription) 
 Training and Development (if PDP or Learning has a subscription) 
 Labour Relations 
 Audit Information 
 
 
 Mentoring & Coaching 
 Electronic Document Signing
 
 If the Signify System - Extended Core has not been selected, then disable the Create Document option on the Grid View 
 Add a tooltip
 
 Only available with Extended Core 
 
 
 
 
 
 
 
 
 
 Show the menu in the grid view: 
 
 
 
 
 
 
 Leave Product Enabled - Add leave submenu in profile. 
 Performance Management Enabled- Add Performance Management. 
 Ensure all product-specific menus show when the corresponding product is enabled.

Version 9.1.161 (2 June 2025)
HR Processes 
 Upload file duplicated 115 times on the list of file uploads (#131114) 
 Problem 
 
 Hr process request displays many duplicate file uploads. 
 
   
 Solution 
 
 Ensure duplicate file uploads are not displayed by fixing the join on the query which retrieved the files. 
 
   
 Consecutive step approver update (#126525) 
 Problem 
 
 When a user who is the Approver for two consecutive steps clicks to approve the first step, the second step should be automatically approved. Therefore, the button for the second step should be disabled and not show a hand cursor to reflect this behaviour. 
 
   Solution 
 
 Adding a new list which tracks the usernames of the previous people who have been requested to review an HR Process. If this user is already in the list (They were requested to review multiple times) give the second or third, or nth Approve button for this user a disabled appearance/functionality. 
 
   
 
 Master Data 
 Unique constraints on Master Data (#127350) 
 Problem 
 
 
 
 Proper(user-friendly) snack message did not appear when trying to save duplicate master data, due to the master data interceptor only being used when master data translations is turned on. I use the interceptor to look for SQL duplicate object errors. 
 
 
 
 Solution 
 
 
 
 Ensure that the master data interceptor is always used, but that it only tries to translate the data if the setting is turned on. 
 
 
 
 
 People Groups 
 Learners not in subgroup (#130686) 
 Problem 
 
 The additional services People Group sync from V9 only return active users. Terminated users must also be included in the list. 
 
   
 Solution 
 
 Include the isForDisplay property on the PeopleGroupUserFetch to ensure that all users, regardless of status, are returned to the V8 sync. 
 
   
 
 Data Warehouse 
 Add a task to add Data Dictionary joins (#131144) 
 Problem 
 
 
 
 Data Dictionary joins are added manually with deployments to different environments

 
 
 
 
 Solution 
 
 
 
 Automate the process by adding a task to add Data Dictionary joins in the DWH packages 
 
 
 
 
 Performance Management 
 Objective Settings Queries (#128628) 
 Problem 
 
 
 ContractPeriodSection Weight fields are not available within DWH  
 
 Solution 
 
 
 Added ContractPeriodSection Weight fields within V9 DWH ( pdmContractPeriods  and  pdmContractPeriodSectionItems ) 
 
 
 
 
 Report Builder 
 Allow report builder admins to set certain filter criteria fields as drop-downs in a report (#129916) 
 Problem 
 
 
 There are no drop-downs that can be used as filters on end-user reports 
 
 
 
 Solution 
 
 Add a step to the DWH SSIS packages 
 As a Report Builder Administrator, I want to have a new operator available named is equal to (from list) 
 As a Report User, I want to select the dropdown with the available values 
 
 
 
 General 
 Error screen wording changes (#130575) 
 Problem 
 
 
 
 Requested an additional text to be added to the general error page (SVG file). 
 

 
 Solution 
 
 
 Updated text as well as improved formatting to preserve neatness. 
 
 
 
 
 
 People Management 
 Contact detail wording changes (#127975) 
 
 Problem 
 
 
 Request to update the contact text in people management.  
 
 
   
 Solution 
 
 
 Altered translations for multiple languages to match the request. 
 
 
 
 
 
 Notifications 
 Notifications email setup configuration error (#131208) 
 Problem 
 
 When toggling the Credentials Required switch on Ruleset Email Setup, when enabled, it shows all the credential fields for both token and basic authentication. This is incorrect, it should only show the fields depending on the selected authentication type. 
 
   
 Solution 
 
 Fix the JavaScript to show the correct credential fields depending on which authentication type radio is selected. 
 
   
 
  

Version 9.1.160 (29 April 2025)
Performance Management 
 PM Error with PERMS system on Print/View report (#131284) 
 Problem 
 
 
 
 Contract print preview breaks for unfinalized contracts because it expects there to be a premoderation score. 
 
 
 
 Solution 
 
 
 
 Correctly handle the selection of the premoderation score to be null when the contract is not yet finalised.

Version 9.1.159 (29 April 2025)
People Management 
 ESS issues (#130616) 
 Problem 
 
 When saving user information on People Management, an intermittent "Error occurred" snack is displayed 
 The problem is that user reporting lines are checked for changes, but all people groups are busted for the ruleset 
 This means that every time user information is updated for any user (or if nothing is changed and the Admin only clicks on Save), all the people groups are cleared from the cache and deleted from JobProfiler.MaterialisedPeopleGroupUsers 
 This creates additional race conditions when the PeopleGroupUpdated event is emitted, causing all services to try and refresh the MaterialisedPeopleGroupUsers table on JP, as well as when the page reloads, it needs to refetch the PeopleGroupUsers since the cache is empty 
 
   
 Solution 
 
 Changed the User reporting line upsert to only bust the reporting line and people group caches if any changes have occurred, and to only bust for the specifically changed reporting line types 
 Only bust the relevant PeopleGroupIds for the reporting line managerIds, not all people groups 
 
   
 
 Performance Management 
 Performance Management Errors (#131139) 
 Problem 
 
 
 When doing the initial moderation and directly clicking on approve & recalculate, the moderation scores were not saved first, when you then unapprove the moderations, the moderation state is broken. 
 
 
 On General Comments of a contract, the manager can click and view the person's comment which opens a modal that is editable. Saving then saves the exact comment for the person to the manager's comment. Same happens the other way around. 
 
 
   
 Solution 
 
 Fixed the moderation approve & recalculate to always correctly save the moderation scores since their could also be interim changes. And on unapproval to correctly reset the contract moderation status. 
 Changed the general comment modal to be not editable when it is the person viewing the manager's comments or vice versa 
 
   
 
 Job Profiler 
 Issue on New Appointment (#130526) 
 Problem 
 
 When adding a new (second or next) appointment or doing a transfer, the appointment fails with an invalid appointment start date error. 
 First issue is that the error is misleading as the problem should reflect that the end date overlaps the start date of the next appointment, secondly the check performed was incorrectly comparing the previous appointment's start date to be less than the next appointment's start date, which should normally always be the case so every appointment fails. 
 
   
 Solution 
 
 Changed translation to be more specific to the actual error/check. 
 Corrected the check to compare the current appointment end date against the new appointment start date. 
 
   
 
 Notifications 
 Notfications - Make sending welcome emails more robust and performant (#130837) 
 Problem 
 
 The grpc channel size is too small when the list of users receiving the welcome email is more than 7500 
 The welcome email fails should any user's reset URL fails to generate 
 
   
 Solution 
 
 Add a setting to give the option to increase the size, should it be needed. This is not part of the Helm charts, as it should not be Add tries to send the notification with an empty reset URL rather than failing the entire batch 
 
   
 
 People Groups 
 People Groups: Display incorrect number if people on "Custom" (#130594) 
 Problem 
 
 
 On the People Group list, the Included Users count does not match up with the actual number of users displayed when viewing the PG summary, This is because on the list page, terminated users still included on the PG are taken into account, as well as users that have both been included and excluded. It needs to show the same counts as you would see on the summary view. 
 
 
   
 Solution 
 
 
 Modify the included users count selection to only check for active appointments and to not include users that have also been excluded. 
 
 
 
 
 
 SigniChat 
 When first opening a new chat, the collapse button is missing (#130584) 
 Problem 
 
 When opening a new chat, the close button does not show as it formed part of the search section (which should be hidden when opening a new chat). 
 
   
 Solution 
 
 Ensure that the close button still displays when opening a new chat. 
 
   
 
   
  

Version 9.1.158 (29 April 2025)
Imports 
 Make "Approve Agreements" Label clickable (#128953) 
 Problem 
 
 The label next to the checkbox is not clickable 
 
 
 Solution 
 
 Changed label to also trigger the checkbox 
 
 
 Create SQL notification for support (#124083) 
 Problem 
 
 The notification was not working for import errors 
 
 
 Solution 
 
 Changed import error notification to enable propagation of master data 
 
 
 
 People Management 
 [Roles][Admin]: Prevent user from Deleting the Default (#129276) 
 Problem 
 
 The system allows an Admin to delete a Default People Group Role 
 
 
 Solution 
 
 Prevent an Admin from Deleting a Default People Group Role 
 
 
 "Can Manage People" not selected by Default on a Default Role (#129381) 
 Problem 
 
 The system does not tick the "Can Manage People" by default on a default People Group Role. 
 
 
 Solution 
 
 Enable the checkbox by default on a default People Group Role 
 
 
 Multiple problems on ESS screens (#130616) 
 Problem 
 
 When saving user information on People Management, there is an intermittent "Error occurred" snack displayed. The problem is that user reporting lines are checked for changes, but then all people groups are busted for the ruleset. This means that every time user information is updated for any user (or if nothing is changed and Admin only clicks on Save) all the people groups are cleared from the cache and deleted from JobProfiler.MaterialisedPeopleGroupUsers. This creates additional race conditions when the PeopleGroupUpdated event is emited, causing all services to try and refresh the MaterialisedPeopleGroupUsers table on JP, as well as when the page reloads it needs to refetch the PepleGroupUsers since the cache is empty. 
 
 
 Solution 
 
 Changed the User reporting line upsert to only bust the reporting line and people group caches if any changes have occurred, and to only bust for the specifically changed reporting line types. Only bust the relevant PeopleGroupIds for the reporting line managerIds not all people groups. 
 
 
 
 Organisational Structure 
 Org Structure: Store calculated org path per node (#128856) 
 Problem 
 
 Store calculated org path per node as JobProfiler.fncCalculateOrgPath(@orgid INT) is not performant enough for larger datasets 
 
 
 Solution 
 
 Store calculated org path in table OrgNodes table and read from this field instead of using fncCalculateOrgPath in queries throughout system 
 Create migration to add new column FlattenedOrgPath to orgnodes. Run recursive query to update existing data 
 Create new command to update org path of specific nodeid and its children when creating new or updating entity. 
 
 
 
 Imports 
 PaySpace Imports (#129229) 
 
 Added OFO codes to Payspace imports 
 
 
 
 Ruleset Management 
 Change of preferred People Group on My Profile | My Account not applied immediately (#128855) 
 Problem 
 
 Active people group was not set when updating the default or preferred people group. 
 
 
 Solution 
 
 Ensure that the active people group of the user is updated when updating their preferred people group. 
 
 
 
 Notification 
 Schedule Setup: User can set a Once-Off custom schedule to time already passed (#96569) 
 Problem 
 
 On the notification schedule setup page, the end date could be in the past or before the start date. 
 
 
 Solution 
 
 Ensure that the end date cannot be in the past or before the start date. 
 
 
 
 Data Warehouse 
 Review and adjust data sources on Report Builder (#128366) 
 Problem 
 
 Data sources need to be reviewed and improved 
 
   
 Solution 
 
 Implemented improvements within Data Dictionary DataSources/DataSourceFields 
 
 
 
 Salary Review 
 [Salary Review] Page perpetually loading (#130596) 
 Problem 
 
 The iframe is unable to load on all V8 pages except LMS 
 
 
 Solution 
 
 Added  Html.Raw function to prevent Razor from splitting the string into multiple attributes

Version 9.1.157 (29 April 2025)
Learning Management 
 Delete Button for Interventions Only showing on the latest Record (#130180) 
 ProblemThe  
 
 Delete/Trash icon is not shown for all training interventions in a cycle. 
 
   
 Solution 
 
 Remove script and markup that only allowed the last training intervention in the list to be removed. 
 
 
 Remove sandbox on V9 (#129502) 
 Problem 
 
 Documents that should be embedded on pathways are not working because of the sandbox rule from V9 Iframe 
 
 
 Solution 
 
 Load sandbox rule conditionally for the MENU_PORTAL_USER_LMSPORTAL module 
 
 
 
 People Management 
 Managers cannot see their employees in the Performance Management system (#130434) 
 Problem 
 
 The update of the people group query causes deadlocks 
 
 
 Solution 
 
 Only update when the status has changed, and add WITH(ROWLOCK, UPDLOCK) 
 Simplify the distinct for the inserts and remove the CTE 
 
 
 Double Scroll Bar appears after navigating across Tabs (#126461) 
 Problem 
 
 A double scrollbar was displayed on some pages due to overflow on the body. 
 
 
 Solution 
 
 Fix the double scroll by hiding the overflow globally on the body. 
 
 
 Country/Province set as "Not Required" but is being displayed as Mandatory (#128735) 
 Problem 
 
 The system currently shows "Country/Province" as a required field, even though it is set to "Not Required." 
 
 
 Solution 
 
 We will update the system to ensure that the "Province" field is no longer marked as mandatory. This involves adjusting the underlying data settings and applying an update to reflect the change. 
 
 
 Add Role Permission: Manage Own Data (#124043) 
 P&S 
 
 
 
 Report Builder 
 Ordering to be aligned with the database Display Order (#129894) 
 P&S 
 
 Column order specified on the Preview is not applied to the Full Report or Exported Report (#128854) 
 Problem 
 
 When the user rearranges the column order, especially if the rearranged columns are more than one index away from each other.  
 The order is inaccurate regarding what is displayed on the frontend. 
 Each time a column is reordered (Moves an index), an AJAX call is made, and all changes after it are inaccurate. 
 
 
 Solution 
 
 Collecting all the requests the user makes by waiting for a timer to finish, each time a reorder happens, the timer is reset (to ensure all changes will be sent). 
 When the timer runs out, one AJAX call is made as a batch for the Server to handle. 
 The server receives a list of requests and loops through them to ensure each column reorder is processed. 
 Please note that after the previous code review changes, only columns which actually moved an index are sent to the server side for processing. 
 
 
 Ordering to be aligned with the database Display Order (#129893) 
 Problem 
 
 When creating a new report, the list of data sources does not appear in the correct order. 
 It does not display according to the DisplayOrder column inside the DB. 
 
 
 Solution 
 
 We made sure the data sources are displayed in the correct order by updating how they are retrieved. 
 A sorting rule was added to ensure the list follows the intended sequence. 
 Additionally, we included  DisplayOrder in various steps where data is added or retrieved to maintain consistency. 
 
 
  'Is in list' operator shows Values selection across all tenants (#130008) 
 Problem 
 
 When a user creates a new report and adds fields to the filter section, selecting the "is in list" operator returns data across all tenants instead of filtering correctly. 
 
 
 Solution 
 
 To ensure that only data from the specified TenantID and RulesetID is retrieved, these values should be added as parameters in the SQL Stored Procedure. 
 The filtering condition should then be applied within the query to restrict results accordingly. 
 
 
 
 SigniChat 
 Datatables warning error when clicking on the <--- back button (#129666) 
 Problem 
 
 The error occurs when viewing your chats, as not all are returned to the user. 
 
 Solution 
 
 Ensure that an error does not occur and make sure that all the chats for the user are returned. 
 
 
 
 Ruleset Management 
 Mentoring and Coaching are not available on the System menu (#129947) 
 Problem 
 
 Mentoring and coaching could not be enabled or disabled because it was linked to its own product code, for which a product does not yet exist. 
 
 
 Solution 
 
 I linked the mentoring and coaching URL back to LearningManagement (to which it was previously linked anyway) 
 
 
 Redirect tabs not on the current session's ruleset to the login page (#128356) 
 Problem 
   
 
 
 When a tab is open and a user logs into a new ruleset in the same browser on a different tab with the same domain, they receive the following. 
 
 
 
 
 
 When clicking okay, the page is reloaded for the current ruleset's data. 
 This is confusing for some users as they expect the other ruleset's data here. 
 
 
   
 
 Solution 
   
 
 Rather than reloading the page, redirect the page to the login page of the previous ruleset on that theme 
 e.g Url.ActionLink("Index", "App", new { rulesetCode = ruleset.Code, themeKey }); 
 Change location. Reload the following file to redirect the theme URL of the previous ruleset 
 
 
 Notifications 
 Changes to the template, not being propagated (#128679) 
 Problem 
 
 New templates and schedules on ruleset 1 are not propagateable. 
 
 
 Solution 
 
 Ensure new templates and schedules on ruleset 1 are propagateable. 
 
 
 
 Imports 
 As a person with access to Appointment History, I want to see the Start Date in Group and Company fields (#122770) 
 Business Rules: 
 
 The Start Date in Group can be any date in the past - The imports allows this, but the front-end has validation that says that this cannot be earlier than the first appointment date. We can't expect a new client to capture the person's entire work history therefore, they should be allowed to capture a Start Date in Group that is earlier than the Start Date in Position. It cannot be after the first appointment date. 
 Start Date in Company works correctly, the only validation is that it is not earlier than the Start Date in Group. We are not going to validate it against the appointment date at this time. (Currently, the Start Date in Position can be earlier than the Start Date in Company) 
 
 
 Validation Report not in the same format as the import (#128489) 
 Problem 
 
 The columns on the import validation report did not properly group the columns (as with the import file) 
 
 
 Solution 
 
 Properly group the columns. 
 
 
 
 Tenant Management 
 Hovering over the Tenant URL and clicking to copy does not copy the URL (#130061) 
 Problem 
 
 In the tenant management system, when users clicked on a URL, it showed a message saying "Click to copy," but it didn’t actually copy the link to the clipboard. 
 
 
 Solution 
 
 I fixed the issue by adding a function that properly copies the URL when clicked. Now, when users click the link, it is automatically copied, making it easier to paste elsewhere. 
 
 
 Time to be displayed on the system, Close Date shown on Description tab (#129940) 
 Problem 
 
 There is no expiry time on the System Close Date 
 
 
 Solution 
 
 Add the time (11:59 - i.e one second to midnight) on the display of the System Close Date  as it does for the  Expiry Date . 
 
 
 Licence Expiry Warning contains wrong Licence Type (#129855) 
 Problem 
 
 Previously, all expiring subscriptions were incorrectly labelled as "Fixed/Monthly Subscription" because the text was hardcoded, meaning it didn't change based on the actual subscription type. 
 
 
 Solution 
 
 Now, the subscription type is dynamically displayed based on the correct SubscriptionType field in the system, ensuring accuracy for each user. 
 
 
 Login Page Link on the System Setup Complete notification shows 'Page cannot be found' error (#129856) 
 Problem 
 
 When a new tenant was created and an email was sent, the login URL in the email would incorrectly show the path "/app/app/" twice. 
 
 
 Solution 
 
 I removed the extra "/app/" part that was being added in the notification system. 
 
 
 
 Performance Management 
 As a person viewing the Print View of the Agreement, I want to have the More Information and Moderation sections collapsed (#128404) 
 
 Add moderation information to Contract Print Preview, add new, more info and moderation accordions on Print Preview  
 
 
 The & symbol is displayed as "&amp;" throughout the contract (#129768) 
 Problem 
 
 The sanitisation that was added to all PUT | POST | PATCH requests on Webmvc to prevent malicious input values is also stripping out valid values like '&' and '>' and '<', which can be used in comments and on PM section item names. 
 
 
 Solution 
 
 Added a list of excluded settings to the SanitizationConfiguration that will look for specific objects and then exclude specific properties from being sanitised. 
 
 
 
 Organisational Structure 
 Org Structure: Store calculated org path per node (#128856) 
 Problem 
 
 Store the calculated org path per node as JobProfiler.fncCalculateOrgPath(@orgid INT) is not performant enough for larger datasets 
 
 
 Solution 
 
 Store calculated org path in table OrgNodes table and read from this field instead of using fncCalculateOrgPath in queries throughout the system 
 Create a migration to add a new column, FlattenedOrgPath, to orgnodes. Run the recursive query to update existing data 
 Create a new command to update the org path of a specific node ID and its children when creating a new entity or updating an entity.

Version 9.1.156 (7 April 2025)
Performance Management  
 Auto copy error (#129765) 
 Problem 
 
 
 Auto copy auto approval fails when Action Plans are enabled. 
 
 
   
 Solution 
 
 
 Exclude the AP section from the validation before the auto-approval happens 
 
 
 
 
 Indicate that all fields are mandatory (#129755) 
 Problem 
 
 Required fields for moderation were not displayed making it unclear what is needed. 
 When only ticking an item as moderated but then having other items which are correctly validated the react validation passes, and an incorrect error is displayed "failed to save" 
 
 Solution 
 
 Add scss and class handling to indicate which fields are required. 
 Fix validation not checking that All moderated items must pass. 
 
   
 Original score changes when you save the moderated score (#130375) 
 Problem 
 
 The final rating displays the actual final rating value which gets overwritten when you moderate the item to the moderated value, then making it display the moderated rating as the final rating. 
 
 Solution 
 
 Changed that the final rating column always displays the pre-moderated final rating 
 
   
 Moderated labels not shown when you impersonate (#130374) 
 Problem 
 
 The employee dashboard is showing calibrated instead of moderated when contract moderations have been approved. 
 
   
 Solution 
 
 Fix the employee dashboard to correctly display that contract has been moderated. 
 
   
 The moderator cannot unapprove the agreement after approving it (#130379) 
 Problem 
 
 When QA is not required and the moderator approves the moderation the Change button is disabled, the moderator cannot then change or revert the moderation. 
 
   
 Solution 
 
 Do not disable the Change button for moderation when QA is required and a QA score has not been provided. 
 
   
 
 Organisational Structure 
 The system is Duplicating Org Name (#129973) 
 Problem 
 
 The Org name is displayed twice on the Org Builder Screen. 
 
   
 Solution 
 
 Removed additional div that displays the org name 
 
   
 
 Tenant Management 
 Unable to create a new tenant (#130349) 
 Problem 
 
 The permission call added for 129326 - [%V9-Performance Management%] - Changed moderation permissions to be excluded by default (#8599) required an authenticated identity service when creating and updating user roles 
 The identity service's update's edited users are saved as unknown 
 Permissions for the first tenant user get updated before the tenant administrator is created 
 
   
 Solution 
 
 Add an anonymous endpoint to update user permissions 
 Send through the edited users from the consumer message 
 Reorder the initialise command of the tenant to create the user before handling the identity creation 
 Add AllowAnonymous filter on anonymous methods of the ruleset process 
 
   
 
 Notifications 
 Own SMTP sender details being used even though RS1 details are selected for sending emails (#129364) 
 Problem 
 
 When turning off the "Use Own SMTP" setting and saving, then turning it back on, the system would reset the sender email to master@signify.co.za  instead of keeping the previously used email. 
 
   
 Solution 
 
 A new field was added to store the last sender email used, so when "Use Own SMTP" is re-enabled, it restores the correct email instead of resetting. 
 
   
 
 HR Processes 
 Inactive Workflows are Still Seen by the Bot (#130062) 
 Problem 
 
 Cannot change active process code to inactive process code 
 Can activate a process with the same code as an existing active process 
 
   
 Solution 
 
 Correct update check 
 Add validation when activating a process for a used active code 
 
   
 
  

Version 9.1.155 (7 April 2025)
SigniChat 
 Datatables warning error when clicking on the <--- back button (#129666) 
   
   
 
 Learning Management 
 Inform the user where to find the exported list of recipients (#123803) 
 Problem 
 
 Currently, when you export the list of recipients or people who won't receive notifications, you only get a message "Saved Successfully". User won't know what this means. 
 
   
 Solution 
 
 Added the link to the export page on the snack message 
 
   
 When Multiple Comments are added, Save creates formatting issues with large Gaps (#129623) 
 Problem 
 
 When selecting preconfigured comments, the User can add multiple and they appear to be formatted correctly and economically initially. However, after saving the Marksheet, upon reload, many additional empty lines are added which makes the sheet difficult to read. 
 
   
 Solution 
 
 Resolve the gap on top of mark sheet comments by resizing rows on load and save  
 
   
 When Marking Learners as Absent, if Send Notifications is clicked but cancelled Endless Load Logo Loops over Interface (#129847) 
 Problem 
 
 The loading screen is shown indefinitely on the attendance register.  
 
   
 Solution 
 
 Removed loading variables from the attendance list and attendance modal 
 
   
 Teacher not able to View Marksheet and Attendance (#129069) 
 Problem 
 
 The pathway groups linked to a subject can be used on another subject. 
 The marks page breaks due to ambiguous start date 
 
   
 Solution 
 
 Add usage to query and gRPC to filter on the subject model 
 Correct query table aliases 
 The stardate validation is only at the domain level and not on the front end 
 Could not replicate the editing of the name issue 
 
   
 
 Imports 
 No errors exported (#129226) 
 Problem 
 
 When working on a project locally, clicking a link or button correctly takes users to the right page. 
 However, in the testing environment, the same action leads to an error or a broken page. 
 This happens because the system doesn’t recognize extra parts in the web address, like /master/  or  /herculia/ , which are unique to different environments. 
 
   
 Solution 
 
 The redirection logic was updated to recognize and include the correct base address for each environment. 
 This ensures that users are always directed to the right page, no matter where the system is running. 
 
   
 
 Translations 
 Fix the translation of the page heading (#129839) 
 Problem 
 
 The global header displays the translation key on the moderation screen. 
 I found that the way it calculates the correct translation to use on the SPA pages relies on the 'app' portion of the URL being exact (case-sensitive); otherwise, it does not correctly determine the translated value. 
 Eg spa/performanceManagement/ resolves translation correctly, but spa/performancemanagement/ does not 
 
   
 Solution 
 
 Fixed the case of the redirect on the moderate / qa buttons on the moderation search to match the translation key case. 
 
   
 
 Performance Management 
 Comments mandatory on Ratings and Evaluations (#129585) - New functionality 
 
 A new column has been added to the Review Setup | Sections | Performance Rating Scale
 
 Required Comments 
 
 
 When a rating scale has been marked as required, the comments on the agreement are also required 
 This is also the case when evaluations need to be completed 
 The import will give an error when the rating has been completed and not the comment 
 
   
 Periods are shown in reverse order (#130060) 
 Problem 
 
 On the contract print preview, there is no ordering on the contract periods leading to periods being displayed in the incorrect order. 
 
 Solution 
 
 Add order by DisplayOrder to the query to have contract periods displayed in same order as on the dashboard 
 
   
 
 People Management 
 After saving a Secondary Appointment the system remains on the Appointment page (#129460) 
 Problem 
 
 After adding/editing an appointment on the people profile page, it does not redirect back to the appointment page. 
 
   
 Solution 
 
 Ensure it redirects back to the appointment page. 
 
   
 People Group Search does not work as expected (#130069) 
 Problem 
 
 People Group Search does not work as expected 
 
   
 Solution 
 
 The search did not always work, because the name was calculated, while the search only worked on the "name" property. 
 Make sure that the search works on the calculated name. 
 
   
 The ribbon shown behind the Profile icon and the tooltip remains on the page (#129641) 
 Problem 
 
 The "My Manager" Ribbon was hidden behind other elements on the card, making it difficult to see. 
 
   
 Solution 
 
 Its display priority was increased slightly so that it appears on top of the other elements. 
 
   
 Prevent the user from Deleting a System Module Role without the Acknowledge toggle being switched On (#129274) 
 Problem 
 
 The system does not prevent a user from deleting a record without the Acknowledge toggle being switched On. 
 
   
 Solution 
 
 The system does not prevent a user from deleting a record without the Acknowledge toggle being switched On. 
 
   
 
 HR Processes 
 Inactive Workflows are Still Seen by the Bot (#130062) 
 Problem 
 
 When submitting a request for a code that was deleted and then recreated the code is seen as deleted 
 
   
 Solution 
 
 When retrieving the active hr process for the code only retrieve the process that has not been deleted 
 When creating a new HR process command only check the code on none deleted codes 
 When editing an HR process ensure the same code as an existing process cannot be used 
 
   
 Areas Affected 
 
 Submitting a new HR process 
 Creating a new HR process with the same code as a deleted HR Process 
 Updating an existing HR process code to another code that is already used 
 
   
 
 API 
 API: ListUsersExport not returning all or correct information (#126458) 
 Problem 
 
 The Occupational Category and Job Grade are not available on the API. 
 
   
 Solution 
 
 Added the two fields to the API call as requested. 
 
   
 
 Notifications 
 Should be allowed to save "From Email Address" as empty (#128633) 
 Problem 
 
 The problem is that when you save a template on Ruleset 1, the field is filled in with the default address configured on Ruleset 1. However, when you create a new ruleset for a client, this email address is copied to the new ruleset, which prevents certain emails, like the subscription emails, from going out. 
 
   
 Solution 
 
 Ruleset 1 can now save blank email addresses for templates  
 
   
 
 Ruleset Management 
 Unable to create a ruleset using the Copy function (#129692) 
 Problem 
 
 When copying a ruleset the PM template copy fails when trying to insert Review Setup Section items, this happens when there are items with the same name and type used on more than 1 perspective. (It is possible to for example have 2 custom KPAs both called 'Key Area' under the same section, because they are custom they are different). This presented an issue on the copy where it was only creating 1 Section Item and then trying to assign the ID to both KPAs on the template which breaks the foreign key constraint. Similar scenario for KPI (L3) items. 
 
   
 Solution 
 
 Had to fix/modify two places, firstly on the template copy within the same ruleset (from the review setup admin screen), this still had an issue where it would like the same custom section items across 2 different templates, resulting in changes on the one affecting the other. Followed the same approach as on contract copy to ALWAYS create custom section items as new. 
 A similar fix/modification on the ruleset PM copy, with regards to the template section items, changed it to bulk create all the custom items for the section first and then assign the relevant Ids. 
 
   
 
   
  

Version 9.1.154 (7 April 2025)
Learning Management 
 When Marking Learners as Absent, if Send Notifications is clicked but cancelled Endless Load Logo Loops over Interface (#129847) 
 Problem 
 
 The loading screen is shown indefinitely on the attendance register.  
 
   
 Solution 
 
 Removed loading variables from the attendance list and attendance modal  
 
   
 Confirmation on Send Notification for Absent Learners Modal Status is referencing the incorrect Email Locations (#129608) 
 Problem 
 
 Custom to email recipient data was not applied because the parameter name was incorrect 
 
   
 Solution 
 
 Fix parameter name and also handle cases where the custom email field is whitespace 
 
   
 On Save Button, Click Deselect Current Cell to Ensure Field Save (#129363) 
 Problem 
 
 Edits on the mark sheet do not commit when clicking the save button without leaving cell edit mode first 
 
   
 Solution 
 
 Commit values to the mark sheet on the save button even when the mark sheet is still in edit mode 
 
   
 
 Imports 
 Import from PaySpace (#128700) 
 Problem 
 
 When the end date received from Payspace is equal the the start date which is the case with enrolments the record is rejected. 
 When the termination reason is not available in the case of the above case the record is rejected. 
 When an appointment is updated in Payspace the user receives a new position ID which causes a new position to be created in Signify for each update of the appointment. 
 
   
 Solution 
 
 Remove the end date >= start date pre-import validation 
 Remove the termination required when the end date is provided pre-import validation 
 Change the position code to a concatenation of the organisation title and the employee id. This creates a position with a name per employee rather than per appointment change. This means that positions will not be reused should the employee transfer to a new position in Payspace 
 
   
 Cleanup duplicate records (#128477) 
 Problem 
 
 When an appointment is updated in Payspace the user receives a new position ID which causes a new position to be created in Signify for each update of the appointment. 
 
   
 Solution 
 
 Change the position code to a concatenation of the organisation title and the employee id. This creates a position with a name per employee rather than per appointment change. This means that positions will not be reused should the employee transfer to a new position in Payspace 
 
   
 
 People Groups 
 Grouped condition for reporting lines not working (#129613) 
 Problem 
 
 When selecting a reporting line for custom grouping an error is given and no reporting lines are displayed. 
 
   
 Solution 
 
 Included missing variable in SQL that loads the PeopleGroupReportingLine objects 
 
   
 The summary page is blank after creating a new Custom group and adding an org condition (#129079) 
   
   
 
 Organisational Structure 
 When the Org name is too long the (people, Vacancy, Inactive) does not appear (#129186) 
 Problem 
 
 
 
 The organisation's name was not being displayed in full and the amount of persons and vacancies were hidden when a name is too long. 
 
 
   
 Solution 
 
 
 
 Always displayed the vacancies and persons and showed the organisation's name in full in the tooltip 
 
 
 
 
 
 People Management 
 Informational displaying incorrectly calculated year/month count (#128994) 
 Problem 
 
 An employee's termination date is not taken into account when calculating how long they've been in a position 
 
   
 Solution 
 
 Used employee's termination date to calculate duration in position if employee has been terminated 
 
 
 Notifications 
 Emails are still being sent after the Tenant has reached expiry and close dates (#129519) 
 
   
 
 Performance Management 
 Final Review - Autocopy error (#129765) 
 Problem 
 
 
 When auto-copy is enabled and the section is set to auto-distribute there is a scenario where the weights are not automatically distributed (the assumption is that it will be distributed during submission). On the auto copy auto approval it checks whether the weights are valid for all items in each section, finds these items that are not auto-distributed and still have a weight of 0% and does not auto approve the contract OS. 
 
 
   
 Solution 
 
 
 When the auto-copy auto approval happens check if the section needs to be auto-distributed and always redistribute the weights before validating them for that section. This ensures that always on auto copy approval if the section is set to auto distribute it will redistribute the weights for all items according to the relevant L1 & L2s if applicable. 
 
 
 
 
 
 
 
   
  

Version 9.1.153 (7 April 2025)
Imports 
 ADMIN Register (#129238) 
 Problem 
 
 The All People group is synced with an empty name to V8 and created as a subgroup with no name 
 
   
 Solution 
 
 Corrected the function that calculated the names of the people group 
 
   
 
 Learning Management 
 Teacher not able to View Marksheet and Attendance (#129069) 
 Problem 
 
 The pathway groups linked to a subject can be used on another subject. 
 The marks page breaks due to ambiguous start date 
 
 Solution 
 
 Add usage to query and gRPC to filter on the subject model 
 Correct query table aliases 
 The stardate validation is only at the domain level and not on the front end 
 Could not replicate the editing of the name issue 
 
   
 
  

Version 9.1.152 (7 April 2025)
Learning Management 
 Pathways: Teacher not able to View Marksheet and Attendance (#129069) 
 Problems 
 
 When a class group linked to a subject has comments or attendance records linked to it, the group cannot be removed from the subject 
 When a subgroup is delinked from a pathway and synced to V9, the deleted pathway groups are not deleted in V9 and can be linked to new subjects. 
 Pathways groups that were linked  with a deleted pathway group still show a link on the subject even though it has been removed from the pathway and no longer exists 
 When editing a subject and saving from the modal the data does not save 
 When editing a cycle and saving from the modal the data does not save 
 A subject's end data can be saved as a date before the start date 
 A cycle's end data can be saved as a date before the start date 
 A cycle can start before the subject started 
 A cycle can end after the subject has ended 
 The weights of the cycle or the interventions can be set to more than 100% 
 You cannot delete a training intervention from a cycle where marks have already been assigned 
 When a user is appointed from the front end or import the user is not materialised in the learning service 
 
 
 Solutions 
 
 Add soft deletes to the subject pathway groups to allow deletion when linked to comments or attendance. Should the same pathway group be linked to the subject again where the group was deleted from then the previously removed group will be undeleted and the attendance/comments will be available again. 
 When syncing the data from V8 and the subgroup is no longer linked to a pathway mark the pathway group as deleted. Should the subgroup be linked to the same pathway again the existing pathway group will be undeleted. 
 Amend all queries to not display the pathway groups that as been deleted as linked items on the subject. 
 Correct the form submitted when saving on the subject model 
 Correct the form submitted when saving on the cycle modal 
 Add domain exceptions to validate the subject dates 
 Add domain exceptions to validate the cycle dates 
 Add domain exceptions to the max weights 
 Implement the soft delete on training interventions linked to a cycle 
 Add the missing appointment columns in materialised users and add the consumers to materialise the appointment data also when changed 
 
 
 
 Import 
 Users (administrators) have blank subgroups linked to their user profiles which are also set as their preferred subgroup (#129238) 
 Problem 
 
 The All People group is synced with an empty name to V8 and created as a subgroup with no name 
 
 
 Solution 
 
 Corrected the function that calculated the names of the people group 
 
 
 
 HR Processes 
 The claims are not being processed (#129685) 
 Problem 
 
 When submitting an Hr Process Request the process fails, on the logs, it is indicated unauthenticated. 
 After investigations it was determined that it fails only when the Position Approval Level type is selected. 
 When this is the type then the query to fetch the user details for the approval level fails due to a missing column on the dapper query. 
 This failure bubbles up to the MVC that originally made the call and the MVC then tries to load the error page which fails with unauthenticated when trying to read the RulesetId, masking the original problem. 
 
 
 Solution 
 
 Corrected the dapper query to select the additional required column. 
 Also added additional error logging on the hr process submit to better log on JobProfiler when there is an error that occurs. 
 
 
 
 Performance Management 
 Display only the first 2 Decimal Points for Average Rating Score (#126335) 
 Problem 
 
 When viewing the evaluation summary the Max, Min and Avg do not limit the number of decimal places 
 
 
 Solution 
 
 Implemented a limit of two decimal places 
 
 
 Enable the editing of an uploaded document (#114656) 
 Problem 
 
 When a document has been uploaded, you cannot edit it. 
 
 
 Solution 
 
 Added modal to update file and title 
 
 
 
 People Management 
 Add card view counter (#126052) 
 Problem 
 
 The direct subordinate count should show on the people management dashboard on each user card 
 
 
 Solution 
 
 Implemented changes to queries as well as dashboard card to show the direct subordinates as well 
 
 
 Rename headings on Reporting Lines (#125944) 
 
 
 On User Permissions, click on the button Reporting Lines, rename headings 
 
 
 
   
 
 
 
 
 Rename 1st column from “People Reporting To” to “People Group Name”  
 
 
 
 
 
 
 In the 1st column, add the text “People Reporting To” in front of every name (which will be the name of the People Group that is created).  
 
 
 
 
 
 
 In the Position column, remove the code in brackets, and show it on hover.  
 
 
 
 
 
 
 To save more space, show the Org path as the last +-30 characters, with on hover the full path.

 
 
 
 
 
 
 Revisit the placement of the clear button (#126180) 
 Problem 
 
 The clear button is right on the edge of the search box overlaps the edge. 
 When the filter option is visible, the left edge of the filter button overlaps the clear button. 
 This means you need to click the left edge of the clear button else the filter button is triggered. 
 
 
 Solution 
 
 Added a margin on the right side of the clear button 
 
 
 The logged-in user shows as 'No location in org' on the Profile login details pane (#124568) 
 Problem 
 
 A user has a current position in the org, however, in the My Profile section it shows No location in org . 
 
 
 Solution 
 
 Removing the check for JobPosition Active = 1 is not needed as the person is still in the Org Structure. 
 
 
 Link People: Search: Select heading - update to select all within the list (#84557) 
 Problem 
 
 When you search for multiple users it returns the list of employees but you then need to select each employee one by once.  
 
 
 Solution 
 
 When the Select is clicked, all the people in the current list are selected as intended. 
 
 
 Incorrect Tooltip message (#129072) 
 Problem 
 
 Incorrect Tooltip message on the circle badge which displays the count of subordinates (People Management) 
 
 
 Solution 
 
 Generated new translations with the correct wording and displayed them on the frontend 
 
 
 Person Photo and Avatar upload issues (#122321) 
 Problem 
 
 The profile preview must stick on top. 
 The save button must stick to the bottom. 
 The banner sizes must change like those on the image resources. 
 The preview profile icon does not show the avatar on hover. 
 The icons on the profile picture must change to buttons. 
 When the banner is uploaded, it shows as selected, but is not shown in the preview. 
 
 
 Solution 
 
 Made the required styling changes to the styling 
 
 
 
 Report Builder 
 Changes to Styling on the Full Report page (#121257) 
 Problem 
 
 When on the Full report page of the report builder and you scroll down the headers are scrolling out of the page thus it is hard to see which column is for what. 
 
 
 Solution 
 
 Implemented sticky headers so the headers always show when scrolling 
 
 
 
 Language 
 Remove/rename duplicate values (#107495) 
 Problem 
 
 When on the language page there are duplicate translations, but they are different and used in different contexts. 
 Thus the issue is to be able to see the difference 
 
 
 Solution 
 
 The solution for this problem is to add a key field to display the translation key as well. 
 So that the difference is visible to the user 
 
 
 Incorrect text displayed for Categories.Error (#118172) 
 Problem 
 
 On the language page, there were sections with missing translations 
 
 
 Solution 
 
 Added the missing translations 
 
 
 
 System Access 
 Add Libraries to the Gear menu to access Training Interventions etc (#128234) 
 Problem 
 
 On the learner record| Add training page, add a spanner icon with learning libraries and system administration in it 
 
 
 Solution 
 
 Adding a partial view  (_PortalHeader.cshtml)  on the Add Learner Record page when viewing an employee in People Management when signed in as a Learning Admin. 
 Add functionality inside the _AdministrationMenu.cshtml file to determine if the user is on this page and then only display the system admin panel and the learning libraries panel within the Admin Menu. 
 Add logic inside of the Bootstrap3_PortalHeader.cshtml file to determine if a user is a Learning Admin and also is on this page before showing the wrench icon to the user. 
 
 
 
 Tenant Management 
 Styling on expired tenants to be changed (#120195) 
 Problem 
 
 Styling on expired tenants to be changed 
 
 Solution 
 
 Only use the styling for tenants who expire soon and not if they have already expired.  
 
 
 
 Notifications 
 Adding previously uploaded files as Attachments displays an error message (#125776) 
 Problem 
 
 When selecting an existing file as a document for a template, it creates a duplicate, and it is not possible to distinguish between the two. 
 
 
 Solution 
 
 Concatenate contentId to the filename to uniquely identify each file on the front end. Even if they are duplicates from another template. 
 
 
 
 Master Data 
 Use DapperInBatched instead of IN @{Ids} in system (#128268) 
 Problem 
 1. There are areas in V9 that still use  IN @{Ids} when querying the database. When there are more than 2100 IDs the query breaks because of a SQL limitation. 
   
 2. MaterialisedPeopleGroupUsers used as a list of userids 
 
 Solution 
 1. Replace ALL INSTANCES in the system where IN @{Ids} are used with DapperInBatched 
   
 
 Example where it has been replaced. 
  The developer assigned should look for all instances where IN @ is used. 
  And please test all changes made. 
 Where it is used to filter people by a list of users from a peoplegroup it should be replaced by a direct join on MaterialisedPeopleGroupUsers and the in removed. 
 Remove all temp tables where an insert is done for user-id and replace with a dapper batch to spare the execution time of thousands of inserts. 
 
 
 
 SigniChat 
 Adding a new group using people group which was previously used to be handled (#123358) 
 Problem 
 
 
 If a user is added or removed from a people group, the chat group recipients are not synced. 
 If a new chat group is created for a people group that already has a chat group, it only opens the existing chat. 
 
 
   
 Solution 
 
 
 Added a sync to the chat group recipients. 
 If a chat group is disabled, a new chat will be created if the same people group is selected. 
 
 
 
 
 
 New Development 
 Performance Management - Moderation 
 Administrative Roles 
 For the Performance Administrator Role, 2 additional permissions have been added: 
 
 Moderate Agreements 
 Quality Assure Agreements 
 
   
 Master Data 
 
 Moderation Reasons 
 
   
 Setting 
 
 Setting to allow Agreement Moderation 
 
 
   
 Navigation to the Moderation page 
 
   
 
 Search according to Review Year, Review Setup and Review Period: 
 
 
 
 People with Agreements 
 
 
 
 Select Moderate button 
 
 
   
 
 After Moderation, Quality Assure is required (if setting has been enabled) 
 
 
 
 When Quality Assure is opened, the moderation can be done as well 
 
 
 Performance Management Dashboard 
 
 If an agreement has been Moderated, the Overall Final Score will show Moderated and on hover the original score 
 
 
 
 The Agreement also shows which KPI has been moderated

Version 9.1.151.3 (Support Release - 25 March 2025)
Performance Management 
 Final Review - Autocopy error (#129765) 
 Problem 
 
 
 When auto-copy is enabled and the section is set to auto-distribute there is a scenario where the weights are not automatically distributed (the assumption is that they will be distributed during submission). 
 On the auto copy auto approval it checks whether the weights are valid for all items in each section, finds these items that are not auto-distributed and still have a weight of 0% and does not auto approve the contract OS. 
 
 
   
 Solution 
 
 
 When the auto-copy auto approval happens check if the section needs to be auto-distributed and always redistribute the weights before validating them for that section. 
 This ensures that always on auto copy approval if the section is set to auto distribute it will redistribute the weights for all items according to the relevant L1 & L2s if applicable. 
 
 
 
 
 Evaluation Summary - Min and Max scores not reflecting correctly (#129365) 
 
 Problem 
 
 
 The overall minimum and maximum ratings displayed on the Evaluation Summary was showing the LEAST AND MOST used ratings instead of the highest and lowest ratings used. 
 
 
 
 
 
 Solution 
 
 
 
 Changed the overall min and max ratings to be the minimum and maximum ratings selected across all KPIs that were rated. 
 
 
 
 
 
 Copy the weights of the contracts instead of the Review Setup when using the Copy from Previous (#126081) 
 Problem 
 
 As a Performance User, I want to copy the weights of the contracts instead of the Review Setup when using the Copy from Previous 
 
 
 Solution 
 
 When the auto-copy setting is on, the section weights will copy from the contract, otherwise it will copy from the review 
 
 
 Agreement finalized with empty section when section weight change is not allowed (#129009) 
 Problem 
 
 On the Review Setup, the Primary Goals Setup does not allow the section weight to be changed. 
  After importing the following error was thrown, but the contract was created and finalized with the Primary goals section left blank. 
 
 
 Solution 
 
 The Import will stop if an invalid agreement will be created 
 
 
 Able to import the same file on two different setups in the same year (#129006) 
 Problem 
 
 The user could not import multiple periods at the same time, and the user could create a contract in more than one period item. 
 
 
 Solution 
 
 Changed PM Import so you can import multiple periods at the same time, as well as excluding users from creating contracts in more than 1 item per review year 
 
 
 
 HR Processes 
 Signify Down (#129685) 
 Problem 
 
 When submitting an Hr Process Request the process fails, on the logs, it is indicated unauthenticated. 
 After investigations it was determined that it fails only when the Position Approval Level type is selected. 
 When this is the type then the query to fetch the user details for the approval level fails due to a missing column on the dapper query. 
 This failure bubbles up to the MVC that originally made the call and MVC then tries to load the error page which fails with unauthenticated when trying to read the RulesetId, masking the original problem. 
 
 Solution 
 
 Corrected the dapper query to select the additional required column. 
 Also added additional error logging on the hr process submit to better log on JobProfiler when there is an error that occurs. 
 
 
 
 Learning Management 
 Saving Attendance Register and Default Recipient Check on Email Notification (#129038) 
 Problem 
 
 The client requested to save attendance when the notification 
 The client requested that the parent checkbox be a default recipient when sending absent notifications 
 
 
 Solution 
 
 Modified  CreateAttendanceNotificationModal  to call  saveAttendanceRegister  before creating notifications. 
 Changed  includeParent  state in  AttendanceNotificationModal  to  true by default 
 
 
 
 Tenant Management 
 Tenant Status stuck on 'Sending Completion Notification' (#129577) 
 Problem 
 
 Ruleset and Tenant creation is failing to complete because of the recent audit changes, the calls are made anonymously and thus identity is not set, but on the audit service it tries to fetch the ruleset ID from identity, and if not found uses the RulesetId column from the changed entity. 
 The problem however is that MaterialiedRuleset tables do not have the RulesetId column (It's called just Id). 
 
 Solution 
 
 Added the INonAuditable interface to the RB and JP materialised ruleset entities. I also added a change on the SqlServerDbContext class to check that when the specific entity is the Ruleset in the Account Domain use the Id column (For audits directly on the Account. Ruleset table).  
 I also added a fallback to 0 if the entity in question does not have a RulesetId. This way, the audit does not break and at least logs the audit against RulesetId 0.

Version 9.1.151.2 (Support Release - 19 March 2025)
Tenant Management 
 Tenant Status stuck on 'Sending Completion Notification' (#129577) 
 Problem 
 
 Ruleset and Tenant creation is failing to complete because of the recent audit changes, the calls are made anonymously and thus identity is not set, but on the audit service it tries to fetch the ruleset ID from identity, and if not found uses the RulesetId column from the changed entity. 
 The problem however is that MaterialiedRuleset tables do not have the RulesetId column (It's called just Id). 
 
 
 Solution 
 
 Added the INonAuditable interface to the RB and JP materialised ruleset entities. 
 Also added a change on the SqlServerDbContext class to check that when the specific entity is the Ruleset in the Account Domain to use the Id column (For audits directly on the Account.Ruleset table). 
 Added a fallback to 0, for if the entity in question Does not have RulesetId, this way the audit does not break and at least logs the audit against RulesetId 0. 
 
 
 System Close Date shows differently on the list screen than on the Tenant screen (#128903) 
 Problem 
 
 Tenants' close dates would be displayed differently on the Tenant Management and the Tenant Profile page. 
 
   
 Solution 
 
 Changed the one date to take the user's time zone into account 
 
 
 
 Performance Management 
 Evaluation Summary - Min and Max scores do not reflect correctly (#129365) 
 Problem 
 
 
 The overall minimum and maximum ratings displayed on the Evaluation Summary showed the LEAST AND MOST used ratings instead of the highest and lowest ratings. 
 
 
 
 Solution 
 
 
 Changed the overall minimum and maximum ratings to be the minimum and maximum ratings selected across all KPIs that were rated. 
 
 
 
 
 Organisational Unit 
 When the Org name is too long the (people, Vacancy, Inactive) does not appear (#129186) 
 Problem 
 
 
 
 Learning Management 
 Saving Attendance Register and Default Recipient Check on Email Notification (#129038) 
 Problem 
 
 The client requested to save attendance when the notification 
 The client requested that the parent checkbox be a default recipient when sending absent notifications 
 
 Solution 
 
 Modified  CreateAttendanceNotificationModal  to call  saveAttendanceRegister  before creating notifications. 
 Changed  includeParent  state in  AttendanceNotificationModal  to  true by default 
 
 
 Show period dates on the mark sheet (#123699) 
 Problem 
 
 The dates are not showing on the mark sheet 
 
 
 Solution 
 
 Add the dates to display on the mark sheet 
 
 
 
 Data Warehouse 
 Added additional data (#120152) 
 Problem 
 
 LearningManagement data needed to be added for WFA School reports 
 
 
 Solution 
 
 Added Datasource fields lmStudentSubjects and lmTermResults to the V9 DWH with the required fields

Version 9.1.151.1 (Support Release - 18 March 2025)
Performance Management 
 Copy the weights of the contracts instead of the Review Setup when using the Copy from Previous (#126081) 
 
 When only the following setting is enabled: 
 
 
 
 Then the section weights are copied from the review setup 
 If both settings are enabled: 
 
 
 
 Then the section weights are copied from the contract that you are copying from. 
 
   
 Agreement finalized with empty section when section weight change is not allowed (#129009) 
 Problem 
 
 
 On the Review Setup, the Primary Goals Setup does not allow the section weight to be changed. 
 After importing the following error was thrown, but the contract was created and finalized with the Primary goals section left blank. 
 
 
 
 
 Solution 
 
 
 The Import will stop if an invalid agreement will be created 
 
 
 
 
 Able to import the same file on two different setups in the same year (#129006) 
 Problem 
 
 The user could not import multiple periods at the same time, and the user could create a contract in more than one period item. 
 
   
 Solution 
 
 Changed PM Import so you can import multiple periods at the same time, as well as excluding users from creating contracts in more than 1 item per review year 
 
   
 
 Audit 
 Investigate and implement solutions for better audit data retrieval (#119199) 
 Problem 
 
 Get an error message when trying to get audit data for a specific table 
 
   
 Solution 
 
 Corrected mapping of audit log lists to populate the front-end page 
 
   
 
   
  

Version 9.1.151 (17 March 2025)
Imports 
 PaySpace Signify discrepancy script (#129254) 
 Problem 
 
 A user cannot validate all the received data from PaySpace or Powershell with the data currently in the system 
 
   
 Solution 
 
 Add staging of the received data in the pull processes for Powershell and Payroll 
 Include the import types on the front end for the allowed types to export the report 
 Extend the allowed export period to 7 days 
 
   
 Signify Assistance (#128700) 
 Issue 1 
 Problem 
 When dapper batched has more than 2000 entries in the list it Ands multiple in statements together which returns no result 
 e.g AND( mu.Username in ('U1',....'U2000') AND mu.Username in ('U2001',....'U3000') ) 
 When used like 
 public async Task<List<(int Id, string Username)>> ListUsersIdsAsync(int rulesetId, string[] usernames)
{
 using var connection = new SqlConnection(_connectionString);
 await connection.OpenAsync();

 var sql = $@"
 SELECT
 muser.[Id] [Id],
 muser.[Username] [Username]
 FROM
 [JobProfiler].[MaterialisedUsers] muser WITH(NOLOCK)
 WHERE muser.RulesetId = @rulesetId
 AND {usernames.DapperInBatched(GlobalConstants.MaxDapperBatchSize, "muser.Username")}";
 
 Solution 
 
 When in is used use the OR when not in is used use the AND 
 When a string has accents, escape it, e.g. TS'01 will be 'TS''01' within the in statement 
 
   
 Issue 2 
 Problem 
   
 
 
 When multiple payroll connectors are set as scheduled imports, the parallel execution causes a DBContext conflict. 
 
 
   
 
 Solution 
   
 
 
 This will need to be resolved, but for now, the parallel execution has been changed to a normal execution method, which should resolve this issue.  
 
 
 
 Issue 3 
 Problem 
 
 Due to high traffic and/or other issues, the event to update the materialised users table in the job profiler is not always being consumed in time for the appointments to be created.  
 This then caused the appointment controller to search for the user in the materialized tables that did not exist. 
 
   
 Solution 
 
 Create a fall back where when the materialized table has not been updated in time, the relevant appointment controllers fetches the required data and triggers the updates before continuing with the appointment creation. 
 
   
 
 Main Dashboard 
 System Error Message (#129232) 
 Problem 
 
 If the fallback path does not exist and an error occurs on the Dashboard page and the Edit banner pages 
 
   
 Solution 
 
 Introduce  fallbackImagePath for default image handling. Update logic to check for fallback directory when no default background files are found 
 
   
 
 Performance Management 
 Unable to import VB items if the section setting is disabled to allow section items to change (#129141) 
 Problem 
 
 The user could not import multiple periods at the same time, and the user could create a contract in more than one period item. 
 
   
 Solution 
 
 Changed PM Import so you can import multiple periods at the same time, as well as excluding users from creating contracts in more than 1 item per review year 
 
   
 Issues to access performance module (#129162) 
 Problem 
 
 When a user's position is set as inactive, the user is not seen as part of the people groups used to determine which review years to show on the PM dashboard. 
 
   
 Solution 
 
 Replace the active check with not deleted to be part of the dashboard always as long as the position exists 
 
   
 Evaluation Summary not available after Final Approval (#129000) 
 Problem 
 
 When users view their contract and the employee evaluation is on and has a due date, regardless of the phase, the button cannot be seen. 
 
   
 Solution 
 
 Added the button to the check for the user approved to always display in the rating phase 
 Add the button to the default fallback also 
 
   
 Review Period Dates & Review Year Dates - Validation Messages Include Time Erroneously (#125347) 
 Problem 
 
 On the review year setup and review period setup pages, when the End Date is selected as a Date that falls before the Start Date, validation correctly occurs; however, when the message displaying the error is displayed, it includes the time (00:00:00), which should be removed. The date is also in the format YYYY-MM-DD could this be adjusted to reflect the correct Date Format in accordance with the Language Selected? 
 
   
 Solution 
 
 Changed the dates of the translations to short date string, with the correct timezone and culture 
 
   
 Unable to include the Value Survey score (#128772) 
 Problem 
 
 Saving a contract survey gave SQL Dapper an error because of new columns added to the query object used on an unrelated query, causing it to break here.   
 
 Solution 
 
 Made the query model used by the Survey creation distinct from the other usages. 
 
   
 
 Data Warehouse 
 PAS report: Overall Final score not correct (#129134) 
 Problem 
 
 The Overall Final Score are not being calculated correctly within the Datawarehouse 
 
 Solution 
 
 Adjusted the calculation of the Overall Final Score to consider excluded Review Items 
 
   
 Additional fields for the Group / Classes Report (#120152) 
 Added the additional fields 
 
 Subject Setup:  Setup and Config > Ruleset Setup > Product Setup > Learning Management > Product Setup > *subject* 
 Marksheet:  LMS > [OPEN] Category > [OPEN] Pathway > Class/Group Step > Marksheet 
 Attendance History:   LMS > [OPEN] Category > [OPEN] Pathway > Class/Group Step > Attendance History 
 Training Interventions (linked to subject setup):  Administration > Training Interventions > Type: Certification Point 
 Training Interventions (subject assessments): Administration > Training Interventions > Type: Assignment 
 
 
 
 People Management 
 Error when deleting a user (#128917) 
 Problem 
 
 
 The permissions required to terminate an employee was different between the grid view and when editing an employee. 
 
 
 
 Solution 
 
 
 Ensured both termination methods do the same permission check. 
 
 
 
 User Error (#128950) 
 Problem 
 
 When multiple processes materialise the same people group at the same time, the people group calculation fails due to duplicate insert The performance management consumer for the reporting line consumes other reporting line types than LM and PM, resulting in unnecessary errors 
 
   
 Solution 
 
 When inserting, confirm that the entry is not part of the people group Filter the reporting line types used in the consumer and do not process the other types 
 
 
 
 Notifications 
 SMS Notifications Not Being Sent (#128562) 
 Problem 
 
 An SMS cannot be sent by event or process. 
 
   
 Solution 
 
 Correct test SMS sending from the template 
 Correct test SMS sending from the SMS setup 
 Implement mock sending of SMSs from both the SMS setup and the template 
 Correct the actual sending of an SMS via Zoom 
 
   
 All Tenant Subscription mails to come from Global Ruleset (#125943) 
 Problem 
 
 The Tenant Subscription process (Fee overdue, system close warnings, etc) must use the Global Ruleset templates. 
 
   
 Solution 
 
 The above template is set to be active only on the default ruleset. 
 
   
 
 Report Builder 
 Auto scroll when dragging and dropping columns (#123392) 
 Problem 
 
 
 The first problem is that dragging was registered when dragging in the middle of the table somewhere and also dragging the scrollbar at the bottom. This resulted in some strange behaviour while dragging/scrolling. 
 The second issue is that I added a timeout previously to try to limit the number of requests while rearranging the headers. 
 This resulted in the incorrect orders sometimes being saved, especially if you drag very quickly. 
 
 
 
 Solution 
 
 
 Made sure that you can only re-arrange/drag the columns on the headers of the columns and removed the timeout, ensuring that the correct order is always saved. 
 
 
 
 
 Ruleset Management 
 Uptime Indicator not shown on the Login page when the Uptime URL is empty (#128373) 
 Problem 
 
 
 
 When the default ruleset updates the default uptime monitor URL, the cache is not getting cleared for the other rulesets. 
 
 
   
 Solution 
 
 
 Added a cache implementation to bust the cache of multiple rulesets 
 
 
 
 
 
 Job Profiler 
 
 Support user shown on Org when ruleset is copied (#128500) 
 Problem 
 
 Support users included in people groups and org structure 
 Users linked to inactive or deleted appointments after termination cannot be found on people management 
 
   
 Solution 
 
 Add check to only include system users 
 Removed active and deleted position filter checks for people management queries. 
 
   
 I want to be able to find the terminated person (#122809) 
 Problem 
 
 Support users included in people groups and org structure 
 Users linked to inactive or deleted appointments after termination cannot be found in people management 
 
   
 Solution 
 
 Add check to only include system users 
 Removed active and deleted position filter checks for people management queries. 
 
   
 
  

Version 9.1.150 (17 March 2025)
Notifications 
 SMS Notifications Not Being Sent (#128562) 
 Problem 
 
 An SMS cannot be sent by event or process. 
 
   
 Solution 
 
 Correct test SMS sending from the template 
 Correct test SMS sending from the SMS setup 
 Implement mock sending of SMSs from both the SMS setup and the template 
 Correct the actual sending of an SMS via Zoom 
 
   
 Changes to template are not being propagated (#128679) 
   
   
 All Tenant Subscription mails to come from Global Ruleset (#125943) 
 Problem 
 
 Tenant Subscription process (Fee overdue, system close warnings, etc) must use the Global Ruleset templates. 
 
   
 Solution 
 
 The above template is set to be active only on the default ruleset. 
 
   
 
 People Management 
 User error (#128950) 
 Problem 
 
 When multiple processes materialised the same people group at the same time, the people group calculation fails due to duplicate insert 
 The performance management consumer for the reporting line consumes other reporting line types than LM and PM, resulting in unnecessary errors 
 
   
 Solution 
 
 When inserting, confirm that the entry is not part of the people group 
 Filter the reporting line types used in the consumer and do not process the other types 
 
   
 
 Report Builder 
 Auto scroll when dragging and dropping columns (#123392) 
 Problem 
 
 
 The first problem is that dragging was registered when dragging in the middle of the table somewhere and also dragging the scrollbar at the bottom. This resulted in some strange behaviour while dragging/scrolling. 
 The second issue is that I added a timeout previously to try to limit the number of requests while re-arranging the headers. This resulted in the incorrect orders sometimes being saved, especially if you drag very quickly. 
 
 
 
 Solution 
 
 
 Made sure that you can only re-arrange/drag the columns on the headers of the columns and removed the timeout, ensuring that the correct order is always saved. 
 
 
   
 
 Ruleset Management 
 Employee data integration (#119925) 
   
 Uptime Indicator not shown on the Login page when the Uptime URL is empty (#128373) 
 Problem 
 
 
 When the default ruleset updates the default uptime monitor URL, the cache is not getting cleared for the other rulesets. 
 
 
   
 Solution 
 
 
 Added a cache implementation to bust the cache of multiple rulesets 
 
 
 
 Uptime Indicator shown on Employee Profile Summary even though ruleset 1 or user's ruleset have no Up-time Monitor URL set (#128374) 
 Problem 
 
 
 
 When the default ruleset updates the default uptime monitor URL, the cache is not getting cleared for the other rulesets. 
 
 
   
 
 
 Solution 
 
 
 
 Added a cache implementation to bust the cache of multiple rulesets 
 
 
 
   
 Helper text on Up-time Monitor URL to be adjusted (#128456) 
 Problem 
 
 
 The uptime monitor URL help text did not show the default URL that is set in ruleset 1. 
 
 
   
 Solution 
 
 
 Fixed the translations of the URL help text. 
 
 
   
 
 Performance Management 
 Review Period Dates & Review Year Dates - Validation Messages Include Time Erroneously (#125347) 
 Problem 
 
 On the review year setup and review period setup pages, when the End Date is selected as a Date that falls before the Start Date, validation correctly occurs; however, when the message displaying the error is displayed, it includes the time (00:00:00), which should be removed. The date is also in the format YYYY-MM-DD, could this be adjusted to reflect the correct Date Format in accordance with the Language Selected? 
 
   
 Solution 
 
 Changed the dates of the translations to short date string, with the correct timezone and culture 
 
   
 Unable to include the Value Survey score (#128772) 
 Problem 
 
 Saving a contract survey gave SQL Dapper an error because of new columns added to the query object used on an unrelated query, causing it to break here.   
 
 Solution 
 
 Made the query model used by the Survey creation distinct from the other usages. 
 
   
 
 Organisational Structure 
 Support user shown on Org when ruleset is copied (#128500) 
 Problem 
 
 Support users included in people groups and org structure 
 Users linked to inactive or deleted appointments after termination cannot be found in people management 
 
   
 Solution 
 
 Add check to only include system users 
 Removed active and deleted position filter checks for people management queries. 
 
   
 
 Data Warehouse 
 Improve performance on full refresh (#128181) 
 Problem 
 
 
 Data is deleted on a full refresh 
 
 
 
 Solution 
 
 
 Rather truncate than delete to improve performance 
 
 
   
 
  

Version 9.1.149 (17 March 2025)
Translation 
 The last language the user was logged in as is used even though the user has selected another language (#126729) 
 Problem 
 
 When on the log-in page and the user change their language and log in. It does not update the preferred language. 
 This issue only happens on the deployed versions. 
 
 
 Solution 
 
 Implemented a possible fix for the deployed versions to make use of the correct context. 
 
 
 Search results show the accordion which results fall under (collapsed) (#126575) 
 Problem 
 
 When searching for a translation, although the section tables are filtered correctly, the section accordions stay collapsed; this makes it look like there is no match found if the section is collapsed. 
 
 
 Solution 
 
 When searching, always expand the section accordions where a match was found and reset accordingly on search clear 
 
 
 
 Performance Management 
 I want to import PM Agreements into V9 (#124514) 
 Replace the three imports with one full performance agreement import that can handle both creating new contracts as well as updating existing contracts. To achieve this, the following has been done: 
 
 Combine the Goals, Behaviour and Competency imports into one Full Performance Agreement Import that can handle all sections at once 
 Modify the current functionality to not only create but also update existing contracts 
 If the Import defines a section that is not configured on the review setup, those items will be exceptioned 
 Section Items will be matched by name to allow importing additional items on a contract 
 Implement the new requirement to import ratings 
 The import should adhere to all rules that are applied when a contract is created/updated from the Front End (Dual Approve, Final ratings only, etc) 
 Add checkbox to the import selection to "Approve contracts where completed" 
 When the above parameter is set, the import should try to approve the Objective Settings, and it should try approve ratings if all ratings are provided. All current Objectives and Ratings Approval rules should be followed. 
 Test multiple scenarios with new and existing contracts separately and on the same sheet; test with adding new items only to a contract; test Objectives and ratings approvals 
 
 
 Hide Evaluation Summary Button on Ratings Phase (#126277) 
 Problem 
 
 The evaluation summary button shows in the ratings phase for the employee even if the hide evaluation summary setting is on. 
 
 
 Solution 
 
 Added setting test on missed Show Evaluation Summary button 
 
 
 Evaluation Summary Button and Modal Available on Employee Self-Rating Modal (#126278) 
 Problem 
 
 Evaluation summary button shows in the ratings model for the employee even if the hide evaluation summary setting is on. 
 
 
 Solution 
 
 Added setting test on missed Show Evaluation Summary button 
 
 
 Cannot save a Review Setup once validation has been triggered (#126065) 
 Problem 
 
 The submit button gets disabled when clicked, therefore it cannot be submitted again if the form is invalid. 
 
 
 Solution 
 
 The disable is unnecessary because the loader is shown. 
 
 
 Review Period Dates & Review Year Dates - Validation Messages Include Time Erroneously (#125347) 
 Problem 
 
 On the review year setup and review period setup pages, when the End Date is selected as a Date that falls before the Start Date, validation correctly occurs; however, when the message displaying the error is displayed, it includes the time (00:00:00), which should be removed. 
 The date is also in the format YYYY-MM-DD; could this be adjusted to reflect the correct Date Format in accordance with the Language Selected 
 
 
 Solution 
 
 Changed the dates of the translations to short date string, with the correct timezone and culture 
 
 
 
 People Management 
 Business Address information contains grammar errors (#127652) 
 Problem 
 
 Business Address Information contains grammar errors 
 
 
 Solution 
 
 Using the  signify translation tool to correct the grammar issue and update translations. 
 
 
 Error when user tries to reset their own password (#126175) 
 Problem 
 
 When the user tries to reset their own password, the attempt fails because the call is checking whether the user has the People Admin role. 
 This should not be done when the user is resetting their own password. 
 
 
 Solution 
 
 Changed the ResetPassword call to check whether the user has the People Admin role or if the user whose password is being reset and then allow the action. Also changed the message displayed for when the user resets their own password from "A notification has been sent to the Person to reset their password" to "A notification has been sent to you to reset your password." 
 
 
 As a person with access to Appointment History, I want to see the Start Date in Group and Company fields (#122770) 
 Problem 
 
 Cannot update the Start Dates 
 
 
 Solution 
 
 Added 2 fields that can be updated
 
 Start Date in Group 
 Start Date in Company 
 
 
 
 
 As a person with access to Appointment History, I want to be able to add a Secondary Position (#122771) 
 Problem 
 
 A secondary position cannot be added 
 
 
 Solution 
 
 Add another section to add the secondary positions 
 
 
 Added the Start Date in Group and Company fields to the Employee Data Import (#126716) 
 Problem 
 
 The start date in the group is not on the people data import 
 
 
 Solution 
 
 Add the fields to the people data import 
 
 
 
 Master Data 
 Seeded data not appearing in drop downs on Employee Profile (#126916) 
 Problem 
 
 Location, country and province master data did not display on the "Address" section due to conflicting component names which also appear on the "Summary" section. 
 
 Solution 
 
 Give unique names to the component elements, ensuring that the master data correctly displays on both the "Address" and "Summary" sections 
 
 
 Navigating to the requirements tab displays an error (#127019) 
 Problem 
 
 
 Barched queries failed due to too many of the same foreign keys 
 
 
   
 
 Solution 
 
 
 Updated query to use DapperExtension to reduce the amount of parameters and remove batch query functionality 
 
 
 
 
   
 The load indicator is shown indefinitely when clicking on a person's profile (#127605) 
 
 Problem 
 
 
 DapperInBatched used incorrectly in translation query, causing an invalid SQL query to be generated. 
 
 
 Solution 
 
 
 Ensure that DapperInBatched is used correctly for the query. 
 
 
 
 
 
 Data Warehouse 
 Grades Mismatched in Signify & SFTP (#126629) 
 Problem 
 
 Data did not return on ReportBuilder due to PeopleGroups not being refreshed (Performance issues) 
 
 
 Solution 
 
 Adjusted PeopleGroupUsers  task in DWH so that the table is truncated only between 12 and 1 in the morning and not as well in the afternoons 
 
 
 Date field is not recognised as a date in the report filter (#125626) 
 Problem 
 
 ApproverDate fields within jpHRProcesses are set as NVARCHAR DataType and not DATETIME2 
 
 
 Solution 
 
 Set datatype for ApproverDate fields from NVARCHAR to DATETIME2 
 
 
 
 Job Profiler 
 ListUsersExport not returning all or correct information (#126458) 
 Problem 
 
 The API call returns the OfoCode ID instead of the Name. 
 
 
 Solution 
 
 Corrected the Select statement to return the OfoCode Name. 
 
 
  Inactive Positions (Not Published) are not accounted for correctly by the system. (#126723) 
 Problem 
 
 
 Inactive Positions are not being accounted for correctly by the system. 
 
 
 
 Solution 
 
 
 Ensure that inactive positions are counted correctly. 
 
 
 
 
 Learning Management 
 No error detail if absent notification cannot be sent to Parent/Guardian (#123832) 
 Problem 
 
 Add a username column to the exported report to help identify which user needs their contact details updated. 
 
 
 Solution 
 
 Added the  Username  field to the  NextOfKinInfo  record in  UserViewModel.cs . 
 Updated the  NextOfKinInfo  record in  UsersServiceV1.cs  to include the  Username  field. 
 Modified the  RecipientConfirmationExportInfo  message in  learning_management.v1.proto  to include  recipient_username  and reordered the fields. 
 Added the  Username  field to the  NextOfKinInfo  message in  user_management.v1.proto . 
 Updated the  AbsenteeNotificationsRecord  and  AbsenteeNotificationExportInfoRecord  records in  NotificationViewModel.cs  to include the  LearnerUsername  and  RecipientUsername  fields respectively. 
 Modified the  LearningManagementServiceV1  class to include the  Username  field in various LINQ queries and response objects. 
 Updated the  AttendanceNotificationExportViewModel  class to include the  Username  field in the  NotificationEmailExportDTO . 
 Added the  Username  field to the  NotificationEmailExportDTO  record in  AttendanceNotificationDTO.cs . 
 Modified the  LearningManagementExportService  class to include the  Username  field in the data export process. 
 Updated the  learningManagement.json  localization file to include the  recipientUsername  key and its translations in multiple languages. 
 Ensured consistency in the  learningManagement.json  file by adding the  recipientUsername  key and its translations across different locales. 
 Added the  Username field to various classes and methods to ensure that the username is included in the data processing and export functionalities. 
 
 
 
 Report Builder 
 Error when saving without specifying a Report Name (#126792) 
 Problem 
 
 When trying to save a report without having specified a name for the report, an unspecified error occurs. 
 
 
 Solution 
 
 There is now a validation message when leaving the  Report Name empty  and clicking on  Save 
 
 
 
 Notifications 
 Delete button remains disabled; therefore, unable to delete a schedule (#126839) 
 Problem 
 
 The Delete button remains disabled, and therefore, a Schedule cannot be deleted 
 
 
 Solution 
 
 Enable the delete button when text is added to the Reason field, and I have accepted the acknowledgement 
 
 
 Schedule Setup: User can set a one-off custom schedule to time already passed (#96569) 
 Problem 
 
 The user is still able to type in a time that has already passed. 
 
 
 Solution 
 
 Added validation to test if the time is valid; if not, it will be set to the min time 
 
 
 Changes to templates not saved on the first click (#116472) 
 Problem 
 
 Snack message not properly displayed when saving template. 
 
 
 Solution 
 
 Ensure the snack is properly displayed when saving the template 
 
 
 
 Tenant Management 
 Unable to copy the link of a newly created Tenant's URL (#125624) 
 Problem 
 
 Unable to copy the link of a newly created Tenant's URL 
 
 
 Solution 
 
 Changed the URL to use the Clipboard API, with a fallback for older browsers. 
 
 
 
 Imports 
 User Import Validation Report (#124039) 
 Problem 
   
 
 
 After a user import has been completed, there is no simple way for an imported user to validate that all data is the same as expected. 
 
 
   
 Solution 
   
 
 Add a report to be generated for each user import from that compares the data requested for import with the data currently in the system. 
 On the Notification | Imports page for the user import add an additional action User validation Report 
 When this button is clicked a report is generated for the list of users imported in the form of the import sheet 
 The report is a comparison report exporting the field requested for import vs the current system value of the import e.g.
 
 Username, CurrentUsername, Name, CurrentName, Surname, CurrentSurname 
 
 
 Add a new first column ValidationMessage. When any field is not insync between the import and the current value then it lists the column name that is incorrect e.g.
 
 Invalid Data: Name, Surname, StartDate 
 
 
 RULE: only allow for comparison/validation if import ran in the last day 
 
 
 
 Organisational Structure 
 Drag and Drop Positions incorrectly increments people count for Org Unit rather than vacancy count (#126413) 
 
 Problem 
 
 
 Drag and drop positions incorrectly increment people count for org unit rather than vacancy count. 
 
 
 
 Solution 
 
 
 Ensure that the people count increments correctly based on if it is a vacant position or not.

Version 9.1.148.2 (Support Release - 8 March 2025)
Imports  
 Error on Employee Automated import (#128700) 
 Problem 
 
 When the end date received from Payspace is equal to the start date, as is the case with enrolments, the record is rejected. 
 When the termination reason is not available in the case of the above case the record is rejected. 
 When an appointment is updated in Payspace the user receives a new position id which causes a new position to be created in Signify for each appointment update. 
 
 
 Solution 
 
 Remove the end date >= start date pre-import validation 
 Remove the termination required when the end date is provided pre-import validation 
 Change the position code to a concatenation of the organisation title and the employee id. This creates a position with a name per employee rather than per appointment change. This means that positions will not be reused should the employee transfer to a new position in Payspace . 
 
 
 
 Performance Management 
 Evaluation Summary not available after Final Approval (#129000) 
 Problem 
 
 When users view their contract and employee evaluation is on and has a due date, regardless of the phase, the button cannot be seen. 
 
 
 Solution 
 
 Add the button to the check for the user approved to always display in the rating phase 
 Add the button to the default fallback also 
 
 
 Unable to include the Value Survey score (#128772) 
 Problem 
 
 Saving a contract survey gave SQL Dapper an error because new columns were added to the query object used on an unrelated query causing it to break here.   
 
 Solution 
 
 Made the query model used by the Survey creation distinct from the other usages. 
 
 
 
 People Management 
 User error (#128950) 
 Problem 
 
 When multiple processes materialised in the same people group at the same time the people group calculation fails due to duplicate insert 
 The performance management consumer for the reporting line consumes other reporting line types than LM and PM resulting in unnecessary errors 
 
 
 Solution 
 
 When inserting confirm that the entry is not part of the people group 
 Filter the reporting line types used in the consumer and do not process the other types 
 
 
 Error after appointing a new person (#128545) 
 Problem 
 
 When appointing a new user the people groups are not busted in time of the profile page load due to eventual consistency 
 
 
 Solution 
 
 Move the busting to the job profiler service to bust the materialised cached in the service first and then all the rest of the services. 
 
 
 Termination reasons (#128535) 
 Problem 
 
 Inactive termination reasons are shown in the dropdown 
 
 
 Solution 
 
 Only show active termination reasons. You still cannot delete a termination reason if it has been used, regardless of whether it is active or not.

Version 9.1.148.1 (Support Release - 26 February 2025)
People Management 
 Error after appointing a new person (#128545) 
 Problem 
 
 When appointing a new user, the people groups are not busted in time of the profile page load due to eventual consistency 
 
 
 Solution 
 
 Move the busting to the job profiler service to bust the masterialised cache in the service first and then all the rest of the services. 
 
 
 Termination reasons (#128535) 
 
 When terminating an employee, choosing a termination reason and then deactivating that reason in MasterData should no longer be an option when terminating another user. 
 Only active termination reasons should be available as options 
 The deactivated reason should still be on the appointment history record. 
 
   
 
 Performance Management 
 Additional API End Point (#128359) 
 Problem 
 
 Request to make additional PM endpoint accessible via Api and include review year name on overall scores endpoint 
 
   
 Solution 
 
 Added Reviewyear name to ListUsersOverallScores and made ListReviewYears accessible via API. 
 
   
 
 Learning Management 
 No error detail if absent notification cannot be sent to Parent/Guardian (#123832) 
 Problem 
 
 No indication anything is wrong, only an empty cell within the columns email, name and surname 
 
 
 Solution 
 
 Updated LearningManagementExportService to handle cases where recipient details (email, name, surname) might be missing using localized strings. 
 
 
 Training Interventions Duplicating on Marksheet (#128548) 
 Problem 
 
 
 When viewing the mark sheet, duplicate training interventions and mark setups are shown when only 1 subject and training intervention have been linked. 
 The problem is that when a class subject or class training intervention is deleted, the query does not filter out the deleted records. 
 
 
 
 Solution 
 
 
 Change the select mark sheet setup query to exclude deleted class training interventions and class subjects. 
 
 
 
 Nextcloud error is displayed when you open the Marksheet link on an email (#124536) 
 Problem 
 
 URL is incorrect on Angelo's Sites 
 
   
 Solution 
 
 Added import for  generateUrl  from  ../../helpers/generateUrl . Updated  axios.get  call to use  generateUrl   
 
   
 Attendance and Marksheet not working anymore for Teachers (#128087) 
 Problem 
 
 The teacher can't view the Attendance list since the GPRC call doesn't allow LearningAdmins 
 
   
 Solution 
 
 Updated the [Authorize] attribute on the  ListUsersLinkedToRoles  method in the IdentityService  class to allow access for users with either the  PeopleManagementAdministrator  or  LearningAdministrator  roles. Previously, only users with the  PeopleManagementAdministrator role could access this method 
 
   
 
 Identity and Authorisation 
 People Connect Slowness in APAC (#128284) 
 Problem 
 For the SSO from V8 to V9, when the identity cookie has expired, a "Too_Many_Redirects" error is shown, and the browser session is terminated. Users are then unable to continue to V9 until they delete their cookies. 
 There are 2 problems here: 
 
 
 This is the iterative error that happens on the error page. When the 1st failure happens, the error page is loaded. The error page uses the same base layout as other pages. It tries to access resources/information that requires an authenticated user, but since that was the initial cause of failure, the error page breaks and gets redirected to the error page from start again, which continues to fail until the browser forces a discontinuation. 
 
 
 This is the initial failure, which is that the SSO redirect fails because MVC sees the user identity (from the webmvc) token as authenticated / still valid, but according to Identity. Api itself The user token has expired. The identity is never recreated until the cookies are physically deleted. 
 
 
   
 Solution: 
 
 Added unauthenticated try catches to the base layout to handle situations where the error page is loaded without a user being authenticated. This at least prevents the browser discontinuation and displays the error page, we will need to look at improving this handling in future. 
 Made modifications to how the SingleSignOn token is handled by always expiring and then deleting the MVC cookies and forcing the re-authentication with Identity through use of an additional ChallengeCompleted flag. This then checks whether it is a new SSO request and re-initializes the identity auth-flow regardless of whether the Identity User is seen as authenticated or not. 
 
   
 
 Imports 
 There is an overlapping position error when terminating one employee and appointing another in the position in the same file (#126495) 
 Problem 
 
 When importing for a position that does not exist in the system, the terminated record and transfer of the terminated record are handled as new appointments. When comparing the overlap, the terminated appointment's end date was not considered, thus causing the transfer to overlap the terminated record. 
 
   
 Solution 
 
 Change the overlap check 
 Add a unit test for the scenario 
 
   
 
 Notifications 
 Zoom Connect Credentials not persisting (#128180) 
 Problem 
 
 Was calling an async method while not awaiting 
 
   
 Solution 
 
 Added await to the call 
 
   
 
   
  

Version 9.1.148 (24 February 2025)
Notifications 
 Notification sent out based on historical dates (#120742) 
 Problem 
 
 Licence expiry notifications are sent for inactive subscriptions. 
 
   
 Solution 
 
 Changed query to select only the latest subscription of the tenant 
 
 
 Zoom Connect Credentials not persisting (#128180) 
 Problem 
 
 Was calling an async method while not awaiting 
 
 
 Solution 
 
 Added await to the call 
 
 
 Add time to Welcome email (#124699) 
 Problem 
 
 An error is given when the Welcome Notification button on a user profile is clicked. 
 
 
 Solution 
 
 Fixed issue with getTemplates query 
 
 
 
 Ruleset Management 
 The payroll name is not saving and PowerShell cannot be null (#128236) 
 Problem 
 
 
 The payroll connector was not saving due to a prototype not being nullable, and the name field was not saving due to multiple name fields with the same ID 
 
 
 
 Solution 
 
 
 Made prototype nullable and chose name field based on visible container. 
 
 
 
 
 Performance Management 
 Copy Over Scorecard (#128182) 
 
 Problem 
 
 
 When creating a new contract and selecting Copy From Another, only subordinate contracts for the current Review Year were returned, you then cannot create a contract for someone in the current year from a colleague on a previous year. 
 
 
 
 Solution 
 
 
 Fix the query that returns the list of contracts to pull for all previous years, also remove the subordinate ID fetch from JobProfiler and instead rely directly on the materialized table PerformanceManagerUserIds. Made the selection modal scrollable. 
 
 
 
 
 
 Inactive Rating Scale item still taken into account (#127347) 
 
 The following changes were made: 
 
 Disable the Active toggles when anyone has started rating - same as the delete rule 
 Add a tooltip on the disabled Active
 
 This rating value is already in use by some agreements 
 
 
 Also, disable the  Click to add another item  
 When a rating value has not yet been used and you make the item inactive, then this should not reflect as an option on the agreement when rating 
 
 
 
 Hide Evaluation Summary Button on Rating Phase (#126277) 
 Problem 
 
 Evaluation summary button shows in the rating phase for the employee even if the hide evaluation summary setting is on. 
 
 
 Solution 
 
 Added setting test on missed Show Evaluation Summary button 
 
 
 Evaluation Summary Button and Modal Available on Employee Self-Rating Modal (#126278) 
 Problem 
 
 Evaluation summary button shows in the rating model for the employee even if the hide evaluation summary setting is on. 
 
 
 Solution 
 
 Added setting test on missed Show Evaluation Summary button 
 
 
 PM Module Not Working (#126464) 
 
 
 1) 2 offline refresh jobs were still running that I stopped I believe they were holding onto resources 
 2) At the same time 3 update processes were running that were blocking one another, I think the offline refresh jobs may have affected these, once the jobs stopped the processes were completed. 
 3)  One of the queries pulling PG info is intermittently slow, although it seems to be fine now. There may be PG changes happening which is requiring refreshes on the PG and affecting the speed of the call. We will have to keep monitoring this, if we do experience significant performance problems again we can investigate further to try and see if we can identify something. 
 
 
 
 
 Job Profiler 
 List pages reverting to page 1 (#126261) 
 Problem 
 
 When on the job profiler page and I go to page 2 and edit a record and navigate back it redirects to page 1. I want it to remember that I was initially on page 2 
 
 Solution 
 
 Implemented a solution to remember the page, save it in local storage and when on the edit page I add the page to the query params of all back buttons and remove it from local storage. Thus it remembers the page but also forgets it when navigating completely away 
 
 
 
 Data Warehouse 
 Update Start Date in Group & Company; Add Secondary Positions (#121328) 
 Added the following fields: 
 
 Role Allocation Percentage 
 Start Date in Group 
 Start Date in Company 
 
 
 Add 2 new interpolation fields (#127243) 
 Two additional Interpolation actual value fields have been added, one for the Employee's Actual Value and another for the Manager's Actual Value. 
 The previous Interpolation Actual Value field now serves as the Final Actual Value. The following 2 fields were added: 
 
 InterpolatedManagerValue 
 InterpolatedUserValue 
 
 
 Adjust DWH deployment workflow for V8 DWH packages (#126906) 
 Problem 
 
 
 Workflow can only deploy V9 DWH packages 
 
 
 
 Solution 
 
 
 Adjust workflow (by adding a dropdown for V8 database names) to deploy V8 DWH package.  
 
 
 
 
 Employee Import 
 Error on People Group Import Request under Integrations (#127998) 
 Problem 
 
 The prevented import translation is not shown when requesting bulk imports within 5mins from each other 
 
 
 Solution 
 
 Add logic to show the message when forbidden 
 
 
 
 Learning Management 
 No error detail if absent notification cannot be sent to Parent/Guardian (#123832) 
 Problem 
 
 No indication anything is wrong only an empty cell within the columns email, name and surname 
 
 
 Solution 
 
 Updated LearningManagementExportService to handle cases where recipient details (email, name, surname) might be missing by using localized strings.

Version 9.1.147 (24 February 2025)
Performance Management 
 The evaluation Period drop down is emptied when you save/reload (#124214) 
 Problem 
 
 The new Evaluation Period field is cleared every time the page reloads, even after saving 
 
   
 Solution 
 
 Ensure the values are saved correctly even when reloading the screen 
 
   
 Inactive Rating Scale item still taken into account (#127347) 
 Problem 
 
 When you configure the PM module with a rating scale of 5, for example, and the 5th rating is disabled, the PM calculation still includes the disabled rating. 
 
   
 Solution 
 
 Disable the Active toggles when anyone has started rating - same as the delete rule 
 Add a tooltip on the disabled Active
 
 This rating value is already in use by some agreements 
 
 
 Also, disable the  Click to add another item  
 When a rating value has not yet been used and you make the item inactive, then this should not reflect as an option on the agreement when rating 
 
   
 
 Notifications 
 Schedule Setup: Able to save monthly (days of the week schedule) without specifying Weeks and Days (#86006) 
 Problem 
 
 When selecting monthly as a schedule type the "Choose Weeks" and "Choose days" dropdowns did not show. Also validation issues 
 
   
 Solution 
 
 Issue in the code that did not call correctly on the change event, so a fix for that has been implemented. 
 Also added the requested validation styling on dropdowns 
 
   
 Email sent when new ruleset is created contains Reset OTP placeholder instead of actual OTP (#128113) 
 Problem 
 
 
 User authentication and user forgot password used the incorrect placeholder's name for "ResetOTP" 
 
 
 
 Solution 
 
 
 Ensure that those events use the correct placeholder's name. 
 
 
   
 
   
   
   
  

Version 9.1.146 (24 February 2025)
Notifications 
 The user who registers does not receive their email (#126173) 
 Problem: When a new user registers on the system using the Identity auto registration functionality: 
 
 The default appointment record did not get created leading to the user being seen as inactive due to not having an appointment. 
 The email confirmation email did not get sent out and the user could never continue with the registration 
 
   
 Solution: 
 
 Ensure that when registering the default appointment gets created. 
 Resolve the issue where the confirmation email was not getting sent out after the user registers. 
 
   
 Add time to Welcome email (#124699) 
 Problem 
 
 When the Welcome Notification button on a user profile to is clicked, an error is given. 
 
   
 Solution 
 
 Fixed issue with getTemplates query 
 
   
 
 Data Warehouse 
 Add 2 new interpolation fields (#127243) 
 
 Two additional Interpolation actual value fields have been added, one for the Employee's Actual Value and another for the Manager's Actual Value. 
 The previous Interpolation Actual Value field now serves as the Final Actual Value. 
 Please add the following 2 fields from ContractPeriodSectionItems to the DWH & DD:
 
 InterpolatedManagerValue 
 InterpolatedUserValue 
 Rename the InterpolatedActualValue on the DWH to "InterpolatedFinalValue"  (only change on DD and DWH for the client's benefit) 
 
 
 
 
 
 Adjust DWH deployment workflow for V8 DWH packages (#126906) 
 
 Problem 
 
 
 Workflow can only deploy V9 DWH packages 
 
 
 
 Solution 
 
 
 Adjust workflow (by adding a dropdown for V8 database names) to deploy the V8 DWH package.  
 
 
 
 
 
 Grades Mismatched in Signify & SFTP (#126629) 
 Problem 
 
 
 Data did not return on ReportBuilder due to PeopleGroups not being refreshed (Performance issues) 
 
 
 
 Solution 
 
 
 Adjusted  PeopleGroupUsers  task in DWH so that the table is truncated only between 12 and 1 in the morning and not as well in the afternoons 
 
 
 
 
 The date field is not recognised as a date in the report filter (#125626) 
 Problem 
 
 
 ApproverDate fields within jpHRProcesses are set as NVARCHAR DataType and not DATETIME2 
 
 
 
 Solution 
 
 
 Set datatype for ApproverDate fields from NVARCHAR to DATETIME2 
 
 
 
 
 Import 
 Error on People Group Import Request under Integrations (#127998) 
 Problem 
 
 The prevented import translation is not shown when requesting bulk imports within 5mins from each other 
 
   
 Solution 
 
 Add logic to show the message when forbidden 
 Correct the domain errors for the job profiler and report builder that show only the translation key 
 
   
 
 Learning Management 
 No error detail if absent notification cannot be sent to Parent/Guardian (#123832) 
 Problem 
 
 No indication anything is wrong only an empty cell within the columns email, name and surname 
 
   
 Solution 
 
 Updated LearningManagementExportService to handle cases where recipient details (email, name, surname) might be missing by using localized strings. 
 
   
 
 People Management 
 Error when a user tries to reset their password (#126175) 
 Problem 
 
 When the user tries to reset their password the attempt fails because the call is checking whether the user has the People Admin role. This should not be done when the user is resetting their password. 
 
   
 Solution 
 
 Changed the ResetPassword call to check whether the user has the People Admin role or is the user whose password is being reset and then allowed the action. Also, change the message displayed when the user resets their password from "A notification has been sent to the Person to reset their password." to "A notification has been sent to you to reset your password." 
 
   
 
 Learning Store 
 Learning Store Description on the deactivated product does not contain any information (#125890) 
 Problem 
 
 There is no description when the product is deactivated 
 
   
 Solution 
 
 Add the description
 
 The Learning Store module enables organizations to showcase their eLearning library to external users. It also integrates eCommerce, allowing the library to be made available for purchase. 
 
 
 
   
 
 Master Data 
 Load indicator shown indefinitely when clicking on person's profile (#127605) 
 Problem 
 
 
 DapperInBatched was misused in the translation query, causing an invalid SQL query to be generated. 
 
 
 Solution 
 
 
 
 Ensure that DapperInBatched is used correctly for the query. 
 
 
 
 
 Navigating to the requirements tab displays an error (#127019) 
 
 Problem 
 
 
 Barched queries failed due to too many of the same foreign keys 
 
 
   
 Solution 
 
 
 Updated query to use DapperExtension to reduce the number of parameters and remove batch query functionality 
 
 
 
 
 
 Seeded data not appearing in drop downs on Employee Profile (#126916) 
 Problem 
 
 
 Location, country and provided master data did not displayed in the "Address" section due to conflicting component names which also appear in the "Summary" section. 
 
 
 
 Solution 
 
 
 Give unique names to the component elements, ensuring that the master data correctly displays on both "Address" and "Summary" sections 
 
 
 
 
 
 Ruleset Management 
 Able to log into a deactivated ruleset (#126304) 
 Problem 
 
 User could not log in immediately after a ruleset was activated / User could log in after a ruleset was de-activated. 
 
   
 Solution 
 
 Bust the cache when activating/deactivating ruleset 
 
   
 
 Performance Management 
 Interpolation to allow decimal actual values (#126547) 
 Problem 
 
 The interpolated ratings only allow capturing whole number actual values, the request is to allow to capture decimals. 
 
   
 Solution 
 
 Make the interpolation ratings value column decimal and apply type changes accordingly. 
 
   
 
   
   
   
 
  

Version 9.1.145 (24 February 2025)
Ruleset Management 
 
 Able to log into a deactivated ruleset (#126304) 
 Problem 
 
 The user could not log in immediately after a ruleset was activated / User could log in after a ruleset was de-activated. 
 
   
 Solution 
 
 Bust the cache when activating/deactivating the ruleset 
 
   
 
 Performance Management 
 Interpolation to allow decimal actual values (#126547) 
 Problem 
 
 Cannot add decimal actual values 
 
   
 Solution 
 
 Change the functionality to allow for decimals 
 
   
 Action plan copy from previous does not work as expected (#124270) 
 Problem 4 Action plan-related fixes on this PR. 
 
 
 This label was updated, it does not reflect Review Periods but rather the Review Setups 
 
 
 There was some confusion as to how the Copy Action Plans From Previous should work, the consensus between me, Bertie and Lee-Ann is that you can only copy from your previous review years. You cannot use this to copy APs from an earlier Review Period within the same setup (This should happen with the CreateContractFromPrevious fix 4) Changed the query for the review years to exclude the year for the current contract. 
 
 
 The Copy Action Plans From Previous was not copying all the information, only Name and Description. Including now all AP fields on the copy. 
 
 
 When doing CreateContractPeriodFromPrevious it must also copy any Action Plans that exist on that contract period. (which it did not do) 
 
 
   
 Solution 
 
 Updated the translation to correct the label to show Review Setup 
 Changed the query for the review years to exclude the year for the current contract. 
 Modified the Action Plan handlers and queries to select all the additional information and to also copy that when creating the item. Had to fix an update here and there 
 Added a new portion to the CreateContractPeriodFromPrevious handler to check if there are any action plans on the source and then copy that to the new contract. Tries to copy the Ad-hoc items as well as those assigned to specific KPIs. 
 
   
 As a Performance User, I want to have a button that will open the evaluation raters page (#123615) 
 Problem 
 
 As a Performance User, I want to have a button that will open the evaluation raters page 
 
   
 Solution 
 
 Added a button on the PM dashboard to go to the evaluation page. 
 
   
 As a Performance Management Administrator, I want to have an additional setting that hides the Evaluation Summary page from employees (#123617) 
 Problem 
 
 
 As a Performance Management Administrator, I want to have an additional setting that hides the Evaluation Summary page from employees. 
 
 
   
 
 Solution 
 
 
 Added a setting on the Review Setup page under " Allow Anonymous Evaluations" to hide the Evaluation Summary page from Employees. When this setting is enabled, the Evaluation Summary page can only be accessed by the Manager. 
 
 
 
 
 PM Error with Review Years (#126058) 
 Problem 
 
 PM Dashboard is not loading. 
 
   
 Solution 
 
 Fixed issue with urlHelper not resolving. 
 
   
 As a Manager, I want to see the Ratings per KPI on the Summary page (#123611) 
 Problem 
 
 As a Manager, I want to see the Ratings per KPI on the Summary page 
 
   
 Solution 
 
 Implemented, minimum maximum and average ratings per KPI and overall ratings 
 
   
 "Allow Interpolation" does not enable the switch on templates (#126195) 
 Problem 
 
 The "Allow Interpolation" does not enable the switch on templates 
 
   
 Solution 
 
 Added the AllowInterpolation to the view modal return. 
 
   
 As a Performance User, I want to copy the weights of the contracts instead of the Review Setup when using the Copy from Previous (#126081) 
 Problem 
 
 As a Performance User, I want to copy the weights of the contracts instead of the Review Setup when using the Copy from Previous 
 
   
 Solution 
 
 When the auto-copy setting is on, the section weights will copy from the contract, otherwise it will copy from the review 
 
   
 As a Manager, I want to print the Evaluation Summary (#123613) 
 Problem 
 
 As a Manager, I want to print the Evaluation Summary 
 
   
 Solution 
 
 Added a print preview page to show all details of the evaluation summary modal 
 
   
 Import the 360 score to PM (#112612) 
 In V8 
 
 Add an Endpoint to return all Evaluation periods that are active from 
 Add an Endpoint to pull the 360 scores based on a DateTime 
 
   
 In V9 
 
 Add a Master Data Table in Performance Management called EvaluationPeriods 
 Add a Job that pulls master data from V8 daily
 
 Create a reusable job that can be used for multiple daily tasks in the PM service  
 
 
 Add two drop downs on value surveys on the Review Year, review setup
 
 List of Evaluation Periods 
 The import options, option two is hidden when the setting: All manager to change value survey score, is off on the review setup 
 Store the data in the DB for the review year 
 
 
 Add a Command that pulls the approved 360 scores from V8 via users
 
 The command should only pull the data from the last successful import of data 
 The command should adhere to the import type of the review year item 
 Create a query to fetch the review year for the linked evaluation period, match the linked period by name to the linked evaluation period and user name received from V8 
 Use the query to map the data that should be changed for new scores and overriding current scores 
 Create a new bulk command based on UpdateContractSurveyCommand to update the value score recursively and save entities once 
 Use the import service to store the run dates of the import 
 
 
 Automate the import with a quartz job in the Import service
 
 The import service should call the PM service to perform the action 
 The import service is responsible for the external fetch of data 
 
 
 Add a button to the integration tab to import the data from V8 to V9 on demand 
 
   
 Incorrect message when setting up Interpolation (#126467) 
 Problem 
 
 An incorrect message is displayed when you set up interpolation mapping but start with the mapping at the bottom. 
 
   
 Solution 
 
 Fixed the  issue where the  translation is broken when starting at the bottom rating first 
 
   
 
 Translations 
 Themes translation not showing on Login (#126618) 
 Problem 
 
 Translations not pulling through to the login page 
 
   
 Solution 
 
 Resolve the issue and make sure that the translations are displayed 
 
   
 
 Master Data 
 Seeded data not appearing in drop downs on Employee Profile (#126916) 
 Problem 
 
 
 Duplicate master data is causing issues in the system. 
 
 
   
 Solution 
 
 
 Add unique constraints on the master data name per ruleset  on the simple master data tables that make sense e.g. 
 
 
 
 
 
 Data in select * from v9_master_core.masterdata.Tables 
 Simple MasterData - should only consider name and ruleset id 
 Add unique constraints on the database for tables 
 In the MasterData engine catch translatable exceptions to display on front end if the unique constraint is violated 
 
 
 
   
 
 Job Profiler 
 ListUsersExport not returning all or correct information (#126458) 
 Problem 
 
 The API call returns the OfoCode ID instead of the Name. 
 
   
 Solution 
 
 Corrected the Select statement to return the OfoCode Name 
 
   
 
 Notifications 
 Add time to Welcome email (#124699) 
 Problem 
 
 When the Welcome Notification button on a user profile to is clicked, an error is given. 
 
   
 Solution 
 
 Fixed issue with getTemplates query 
 
   
 Copy template does not copy the attached files on the Email panel (#101268) 
 Problem 
 
 When the template is copied, the attachments are missing from the newly copied template. 
 
   
 Solution 
 
 When copying a template, the original template's attachments will also be copied. 
 Fixed next cloud copy 
 
   
 Schedule Setup: Able to save weekly schedule without specifying days of the week (#85993) 
 Problem 
 
 When on the notification schedular setup form, the validation styling does not work. 
 
   
 Solution 
 
 Implemented a workaround fix to add the styling to a multi-select Select2 
 
   
 Indicate customised templates (#126054) 
 Problem 
 
 Indicate for each email template whether the template has been customized. 
 The Restore To Default button should only be clickable for customized templates and added tooltip to the button. 
 Move the Dashboard tab at the bottom and rename it to Statistics. 
 The back button on the template view page must keep the search results and the opened tab. 
 
   
 Solution 
 
 When a template is customized, a checkmark is shown on the custom column and a tooltip is added: "This template has been customized.". If a template is restored, the checkmark is removed. 
 Restore to default will be disabled if the template is not customized. 
 The search results of the templates table persist if the template is edited and the back button is used. 
 The dashboard tab is renamed to Statistics and moved to the bottom of the tabs. 
 
   
 Extra detail to be added to all templates (#126050) 
 Problem 
 
 For all emails that are sent, add Tenant ID, Ruleset ID and template ID (And a C if the template is customized) at the bottom of emails. Also, show the codes on the template list. 
 
   
 Solution 
 
 All emails that are sent have a light grey code at the bottom with the format: [T{TemplateId}R{RulesetId}-{TemplateId] - [T17R2-44] or [T17R2-44 C] for customized templates. The code is also added to the template list 
 
   
 
 Data Warehouse 
 Grades Mismatched in Signify & SFTP (#126629) 
 Problem 
 
 Data did not return on ReportBuilder due to PeopleGroups not being refreshed (Performance issues) 
 
   
 Solution 
 
 Adjusted PeopleGroupUsers task in DWH so that the table is truncated only between 12 and 1 in the morning and not as well in the afternoons 
 
 
 Organisational Structure 
 As a person with access to the Organisational Structure, I want to see the linked positions on the same page (#124045) 
 Business Rules 
 
 Hide the Search option in the Header of the page 
 When clicking on the Organisational Structure menu under the gear, the landing page should include the linked positions - the page is split into two 
 The first time the page is accessed, only the Organisational Units are shown on the left
 
 Expand the first 3 levels of the org chart when opening
 
 Suggestion: Add buttons to open the levels 
 
 
 The drag & drop functionality of org units should still apply 
 The Add, Edit and Delete functionality should still be available ( ) 
 
 
 Add a tooltip on the ([nr] People, [nr] Vacancies, [nr] Inactive)
 
 Underline the text 
 When clicking on this text, load the positions on the right 
 
 
 When clicking on an Org Unit, show the linked positions on the right 
 When clicking on the arrow to the left of the org node ( ), expand the org node but don’t load the positions.  It would be great if clicking on   it could also expand (without loading the positions). 
 Only load the positions when clicking on the part ( [nr] People, [nr] Vacancies, [nr] Inactive ) 
 The ability to drag & drop positions to other org units should still be available 
 The filters should be:
 
 Filled Positions (Default)  
 Vacant Positions 
 Inactive Positions 
 All 
 
 
 When no positions are linked to an Org Unit, show a placeholder
 
 Text (Add translations for the text)
 
 
 There are no positions in this organisational unit. 
 There could be positions in subordinate organisational units. 
 
 
 
 
 
 
 Add a  + Position  button on the right 
 
 
 This will work the same as when appointing a person 
 
 
 Job Title field should be blank 
 
 
 When selecting a job title from the drop-down, change the position title to the same value, after which the user can update the position title.  Do this on every Job Title change, even if the position title is populated. 
 
 
 Location in organisation to be auto-completed 
 
 
 
 
 Open in a new tab, but hide the menu 
 
 
 
 
 Add an anchor tag when the person is a Job Profiler Admin 
 
 
 ​​​​​​​When clicking on the job, open the job details in a new tab 
 
 
 
 
   
 
 Tenant Management 
 Unable to copy the link of a newly created Tenant's URL (#125624) 
 Problem 
 
 Unable to copy the link of a newly created Tenant's URL 
 
   
 Solution 
 
 Changed the URL to use the Clipboard API, with a fallback for older browsers. 
 
   
 
 Access Management 
 Change the System Access page to ensure there is no scroll bar at the bottom (#124625) 
 Problem 
 
 When on the access management page the page overflows and pushes everything of the screen, no matter what you zoom size is. 
 
   
 Solution 
 
 Found that the problem is the initialisation of the text areas, when one is initiated it creates a container and when the second is also initialised it creates another container that is exactly the same. Added a check to not add a second container on both. 
 
   
 Add uptime indicator (#125149) 
 Problem 
 
 
 The system does not allow users to indicate the uptime of the services 
 

 
 Solution 
 
 
 Added a setting “Up-time URL” on the Ruleset | System Access tab 
 Added icons to the login page and the user profile to navigate to the up-time monitor page. If no URL is specified, the default will be used.  
 Fixed the default URL of the privacy policy. 
 
 
 
 
 Import 
 As a person with access to a person's profile, I want to have the Location field synced to v8 (#122839) 
 Problem 
 
 
 The location field not syncing to V8 
 
 
 
 Solution 
 
 Add location to the user export on V9 
 Map the location on V8 to the bulk employee import 
 Implement location in the menu import 
 
 
 The validation message is incorrect when there is an issue with a position end date (#120182) 
 Problem 
 
 Incorrect error validation message 
 
   
 Solution 
 
 Corrected error validation message 
 
   
 
 People Management 
 Change search text (#126051) 
 Problem 
 
 When filtering with either the search or the surname picker or both the search text should display accordingly 
 
   
 Solution 
 
 Implemented the changes to show the correct text as requested 
 
   
 
 Kudo Widget 
 Send Kudo notification (#122323) 
 Problem 
 
 An email should be sent when the Kudo has been saved by the person sending it. 
 
   
 Solution 
 
 Added notification for the person receiving the Kudo 
 
   
 
 People Groups 
 People groups - automatically create a people group when a manager opens system menus (#124188) 
 Problem 
 
 
 Manager people groups are not created automatically on V9 for all managers. This creates a lot of unnecessary data that is not always used. 
 
 
 
 Solution 
 
 
 The error displayed when viewing a list of employees on a people group (#125951) 
 Problem 
 
 The error displayed when viewing a list of employees on a people group 
 
   
 Solution 
 
 Saw that there were changes made to the query and the query broke, thus the reason for the error 
 
   
 
 Report Builder 
 Create a log entry when NextCloud credentials are invalid (#126158) 
 Problem 
 
 
 When a file upload fails because of invalid Nextcloud credentials, it is not clear from the error log 
 
 
 
 Solution 
 
 
 Improve the error logged to indicate a problem with the credentials

Version 9.1.144.3 (Support Release - 18 February 2025)
Performance Management 
 Copy Over Scorecard (#128182) 
 Problem 
 
 
 When creating a new contract and selecting Copy From Another, only subordinate contracts for the current Review Year were returned, you then cannot create a contract for someone in the current year from a colleague on a previous year. 
 
 
 
 Solution 
 
 
 Fix the query that returns the list of contracts to pull for all previous years, also remove the subordinate ID fetch from JobProfiler and instead rely directly on the materialized table PerformanceManagerUserIds. 
 Made the selection modal scrollable. 
 
 
   
 
  

Version 9.1.144.2 (Support Release - 14 February 2025)
Translations 
 Themes translation not showing on Login (#126618) 
 Problem 
 
 Translation is not pulling through to the login page 
 
   
 Solution 
 
 Implement the translations on the login page 
 
   
 
 Ruleset Management 
 Able to log into a deactivated ruleset (#126304) 
 Problem 
 
 User could not log in immediately after a ruleset was activated / User could log in after a ruleset was de-activated. 
 
   
 Solution 
 
 Bust the cache when activating/deactivating the ruleset 
 
   
 
 Master Data 
 Seeded data not appearing in drop downs on Employee Profile (#126916) 
 Problem 
 
 Location, country and province master data are not displayed in the "Address" section due to conflicting component names which also appear in the "Summary" section. 
 
 Solution 
 
 Give unique names to the component elements, ensuring that the master data correctly displays on both "Address" and "Summary" sections 
 
   
 Job Profiler: Navigating to the requirements tab displays an error (#127019) 
 Problem 
 
 
 Barched queries failed due to too many of the same foreign keys 
 
 
   
 Solution 
 
 
 Updated query to use DapperExtension to reduce the number of parameters and remove batch query functionality 
 
 
 
 
 Load indicator shown indefinitely when clicking on person's profile (#127605) 
 
 
 Problem 
 
 
 DapperInBatched was used incorrectly in the translation query, causing an invalid SQL query to be generated. 
 
 
 Solution 
 
 
 Ensure that DapperInBatched is used correctly for the query. 
 
 
 
 
 
 People Management 
 
 Error when the user tries to reset their password (#126175) 
 Problem 
 
 When the user tries to reset their password the attempt fails because the call is checking whether the user has the People Admin role.  
 This should not be done when the user is resetting their password. 
 
   
 Solution 
 
 Changed the ResetPassword call to check whether the user has the People Admin role or is the user whose password is being reset and then allowed the action. 
 Also, change the message displayed when the user resets their password from "A notification has been sent to the Person to reset their password." to "A notification has been sent to you to reset your password." 
 
   
 
 Notifications 
 The user who registers does not receive their email (#126173) 
 Problem 
 When a new user registers on the system using the Identity auto registration functionality: 
 
 The default appointment record did not get created leading to the user being seen as inactive due to not having an appointment. 
 The email confirmation email did not get sent out and the user could never continue with the registration 
 
   
 Solution 
 
 Ensure that when registering the default appointment gets created. 
 Resolve the issue where the confirmation email was not getting sent out after the user registers. 
 
   
 Email sent when new ruleset is created contains Reset OTP placeholder instead of actual OTP (#128113) 
 Problem 
 
 
 User authentication and user forgot password used the incorrect placeholder's name for "ResetOTP" 
 
 
 
 Solution 
 
 
 Ensure that those events use the correct placeholder's name. 
 
 
 
 
 
 Performance Management 
 
 Unable to Link Scorecards to Users (#127841) 
 
 
 The following changes were made to the bulk create and delete pages to allow it to work for small and large datasets 
 
 The dropdown that searches on a user has been replaced with a list textarea where you can paste a list of usernames to search for. The load of all users to filter appropriately here was too much, and there was not enough time to implement proper async loading in the dropdown.  
 The load all option will only load the first 1000 records that match your search criteria, the browser cannot handle the load of any more data than that without hanging 
 The people groups filter is now  applied using the materialised people group data 
 When load all is done only the last part of the org path is displayed e.g. ...Parent Node Name | Position Node Name 
 The existing performance contract filter was removed as it caused performance issues as how the data is loaded from different contexts 
 
 
 Problem 
 
 When loading large people groups the select lists fail to load, the search does not work, the job grade and job profiles do not include all the options 
 
   
 Solution 
 
 Add a new list search and replace select 2 
 Implement and refactor appointment and performance queries to user-materialised people group users 
 Change load all to be limited to 1000 records 
 Remove the filter on existing performance contracts 
 
   
 
   
   
   
  

Version 9.1.144.1 (Support Release - 13 February 2025)
Translations 
 Themes translation not showing on Login (#126618) 
 Problem 
 
 The translations on the login page are not working 
 
 
 Solution 
 
 Ensure the translations pull through to the login page 
 
 
 
 Ruleset Management 
 Able to log into a deactivated ruleset (#126304) 
 Problem 
 
 The user could not log in immediately after a ruleset was activated / User could log in after a ruleset was de-activated. 
 
 
 Solution 
 
 Bust the cache when activating/deactivating the ruleset 
 
 
 
 People Management 
 Error when a user tries to reset their password (#126175) 
 Problem 
 
 When the user tries to reset their password the attempt fails because the call is checking whether the user has the People Admin role. This should not be done when the user is resetting their password. 
 
 
 Solution 
 
 Changed the ResetPassword call to check whether the user has the People Admin role or is the user whose password is being reset and then allowed the action. 
 Also, change the message displayed when the user reset their password from "A notification has been sent to the Person to reset their password." to "A notification has been sent to you to reset your password." 
 
 
 
 Master Data 
 Navigating to the requirements tab displays an error (#127019) 
 Problem 
 
 
 Barched queries failed due to too many of the same foreign keys 
 
 
   
 
 Solution 
 
 
 Updated query to use DapperExtension to reduce the number of parameters and remove batch query functionality 
 
 
 
 
   
 Load indicator shown indefinitely when clicking on person's profile (#127605) 
 
 Problem 
 
 
 DapperInBatched was misused in the translation query, causing an invalid SQL query to be generated. 
 
 
 
 Solution 
 
 
 Ensure that DapperInBatched is used correctly for the query. 
 
 
 
 
 
 Notifications 
 The user who registers does not receive their email (#126173) 
 Problem 
 When a new user registers on the system using the Identity auto registration functionality: 
 
 The default appointment record did not get created leading to the user being seen as inactive due to not having an appointment. 
 The email confirmation email did not get sent out and the user could never continue with the registration 
 
 
 Solution 
 
 Ensure that when registering the default appointment gets created. 
 Resolve the issue where the confirmation email was not getting sent out after the user registers.

Version 9.1.144 (3 February 2025)
People Groups 
 The error displayed when viewing a list of employees on a people group (#125951) 
 Problem 
 The error displayed when viewing a list of employees on a people group 
   
 Solution 
 I saw that there were changes made to the query and the query broke, thus the reason for the error 
   
 
  

Version 9.1.143 (3 February 2025)
Tenant Management 
 Able to log into a deactivated ruleset (#126304) 
 P&S 
 
 
 Import 
 Employee Data Import error (#126586) 
 Problem 
 
 The pre-import does not validate duplicates correctly when the strings have different cases 
 The staging translation does not display correctly 
 
 
 Solution 
 
 Add case-insensitive checks in the pre-import validation for
 
 Duplicate usernames 
 
 
 Job with code ({item.JobCode}) has differing data: {jobProfilerValidation} for fields Job code, Occupational Categories, OFO code, job grade 
 Position {item.PositionTitle}({item.PositionCode}) has different position titles for fields Position Code 
 More than one active appointment for a position. on position code 
 Corrected and added missing translations

Version 9.1.142 (3 February 2025)
Imports 
 [Imports] [Auditing] ValueObjects in tables are not audited (#116420) 
 Problem 
 
 When only a Value Object has changed on an Entity (as opposed to a normal property) the auditing does not pick up that the entity should be audited because it does not evaluate the Value Object properties of the Entity. 
 
 
 Solution 
 
 Unfortunately, there is no easy way to directly check the previous vs current values of Value Object properties as you would do with a normal entity property change. 
 Value Objects are essentially immutable and any 'change' deletes the previous entity reference and adds a new one. 
 To still be able to pick up changes, however, you can access all the 'Added' reference entities of an entity (the value objects essentially) and then compare that to the list of deleted entities from the Change Tracking. 
 If it is the same type and has the same FK then assume that this Deleted entity is the pre-change version of the Added entity. 
 Once the deleted entity is retrieved compare Added against Deleted properties and return true if any changes. 
 
 
 Employee data import error (#125558) 
 Problem 
 
 The org nodes are duplicated when no org structure exists and multiple users are linked to the node 
 When importing nodes with accents in the name the import fails 
 The bulk import to V8 for the job structure is blocked by the full org structure import when errors occur 
 
 
 Solution 
 
 Remove unused caching check between node creation and replace with existence check on the newly created nodes 
 Add accent escapes when querying the existing org nodes. 
 Reorder the bulk import types 
 
 
 Import error on click of Recruitment Requisition (#125962) 
 Problem 
 
 Cannot import employee number with a plus into V8 from V9 e.g. LM+2 
 
 
 Solution 
 
 URL encode the query string params to ensure when decoded in V8 chars like + is not replaced by a space 
 
 
 
 Report Builder 
 Report Builder: Add Improvement Strategy Field (#125557) 
 Problem 
 
 Add the "Improvement Strategy" Field to the report builder 
 
 Solution 
 
 Added Data Source "Competency Proficiency Level" to the report builder that also contains the field "Improvement Strategy" 
 
 
 Auto-scroll when dragging and dropping columns (#123392) 
 Problem 
 
 Dragging columns did not result in the table scrolling as you drag. 
 
 
 Solution 
 
 Ensure that the table scrolls as you drag the columns. 
 
 
 
 Header 
 Search and bulleting icon needs more padding between them (#113538) 
 Problem 
 
 Search and bulleting icon needs more padding between them 
 
 Solution 
 
 Using bootstrap classes to space elements evenly. 
 
 
 
 Notifications 
 Fix Email template (#125873) 
 Problem 
 
 HrProcessRequestMoreInfo has an incorrect event and recipient attached. 
 
   
 Solution 
 
 Fix foreign keys on Templates and Recipients tables for the HrProcessRequestMoreInfo template 
 
 
 
 People Management 
 Login Details (#126207) 
 #1 Problem 
 
 Contact numbers can have special characters included that is not cached by the int tel input IsValidNumber validation. 
 For example '575-12345' is allowed, however, this breaks the V8 import which is not allowing the numeric values. 
 
 Solution 
 
 Strip any special characters from the input, only allow numeric 0 - 9, spaces and '+' 
 
 #2 Problem 
 
 The en-GB product unavailable translation still has the contact  support@signify.co.za . Was requested to change to contact your administrator 
 
 
 Solution 
 
 Change the translation to "contact your administrator" 
 
 
 Reduce unnecessary page load on edit page (#124704) 
 Problem 
 
 Inconsistent cursor on user profile's nav tabs 
 
 
 Solution 
 
 Changed the cursor to hand on the tab headings. 
 
 
 Disabled user (#126341) 
 Problem 
 
 When a user is imported the materialised people group users cache is not busted 
 
 
 Solution 
 
 Consolidate the materialised people group users busting using events within the cache implementation service to ensure when Bust the Redis people group then the DB will also be busted. 
 Simplified the code in the services to only use the cache implementation service to bust the people group cache. 
 
 
 
 Performance management 
 PM Interpolation should allow 0 value (#126280) 
 Problem 
 
 Currently, when rating on Interpolated items, an actual value of 0 (zero) is not allowed, this should however be an option as you might want to have an actual value of 0 tied to the lowest rating 
 
 
 Solution 
 
 Change the interpolation actual value validation to allow capturing of zero as a value. Note that negative values are still blocked. 
 
 
 Allow Employee and Manager ratings on interpolation (#126340) 
 Problem 
 
 Interpolation was based on having a single Actual Value, however client requested that we allow for the manager & person to capture individual actuals as there are scenarios where the actuals might be disputed. 
 
 
 Solution 
 
 Added actual value columns for person and manager, saved relevant actual value according to which person is rating modified queries and react state assignment to set relevant fields correctly. 
 Fix the issue on the Dashboard where the contract is not moved to the overall section if all items are interpolated 
 
 
 
 Data Warehouse 
 V8 - Add package set to do a full refresh of data (#126236) 
 Problem 
 
 
 Full refreshes of DWH tables are required on an ad-hoc basis 
 
 
 
 Solution 
 
 
 Add a package setting called DoFullRefresh and default it to 0 
 
 
 
 
 When it is 1 change the reference date for refreshes to 1900/01/01, which will force a full refresh  
 
 
 
 
 Translations 
 Language Translation not saving (#126551) 
 Problem 
 
 The save button does not enable when going to a different tab than 'global' and also not when searching. The issue is that the 'active culture' gets overwritten because of incorrect lookup to the wrong nav-tabs which resulted in it not picking up the correct stored translation mapping and not determining any changes. 
 The second problem is when searching or reloading the page on the current sub-tab, the Save button does not work, this was because the form to post is defaulted to {culture}-global and not to whatever tab you are currently on. 
 
 
 Solution 
 
 Correct the determination to get the active culture by not looking at subTabs. 
 Change the submit buttons related to form ID to post to on page load 
 
 
 
 Master Data 
 Change Activities field length on master data (#126538) 
 Problem 
 
 The PM Master data text areas are limited to 2000 and not the standard text area max input. Activities however allow for this on Template and Contract levels.  
 
 
 Solution 
 
 Allow a 4000-character limit when the field is Activities.

Version 9.1.141 (3 February 2025)
Imports 
 Employee data import error (#125558) 
 Problem 
 
 The org nodes are duplicated when no org structure exists and multiple users are linked to the node 
 When importing nodes with accents in the name the import fails 
 The bulk import to V8 for the job structure is blocked by the full org structure import when errors occur 
 
   
 Solution 
 
 Remove unused caching check between node creation and replace with existence check on the newly created nodes 
 Add accent escapes when querying the existing org nodes. 
 Reorder the bulk import types 
 
   
 User Import: Change appointment import to import by action type (#121473) 
 Problem 
 
 
 When a user is terminated or transferred in the same file the user conflicts with a new user taking the same position 
 
 
 
 
 
 
 The old User was terminated and the New user was appointed in the same position within the same import after the termination 
 The old user transfers to a new position and the new user receives the old user's position after the transfer 
 
 
 
 
 
 When the position is changed but the start date of the appointment remains the same the user appointment is not corrected 
 
 
 
 
 
 
 Appointment Import Rules 
   
 Terminations 
 
 When an end date is provided for the active position
 
 With a termination reason, end on the imported date with the reason provided 
 Without a termination reason, end the active appointment with the date
 
 Clear the current termination reasons if they exist 
 
 
 
 
 When the terminated record imported's position is  different from the latest appointment position the system handles the record as a transfer to a terminated position 
 When the terminated record imported is on the same position but the start date, termination date, appointment type, and  termination reason differ handle it as an appointment correction 
 When no appointment exists and the user is imported with an end date handle as a new appointment 
 
 New Appointments  
 
 
 When a user has no appointments in the system 
 
 
 
 
 
 Check for overlapping appointments for the position
 
 The start and end date of the imported position must not overlap any existing appointment  for the position 
 
 
 The appointment type must exist as master data 
 
 
 
 Transfers 
   
 
 When the user has current appointments in the system, terminated or active 
  The user's latest appointment is active 
 
 
 
 
 
  Check for overlapping appointments for the position 
 
 
 
 
 
 
 
 
 
 
 The start and end date of the imported position must not overlap any existing appointment  for the position 
 
 
 Check for overlapping appointments with the current user's appointments and other than active 
 The appointment type must exist as master data 
 End the current active appointment with end date = new appointment start date -1 
 
 
 
 
 
 The user's latest appointment is terminated 
 
 
 
 
 
 
 Check for overlapping appointments for the position
 
 The start and end date of the imported position must not overlap any existing appointment  for the position 
 
 
 Check for overlapping appointments with the current user's appointments 
 The appointment type must exist as master data 
 
 
 
 
 
   
 Appointment Corrections 
 
 The user has an appointment
 
 The latest appointment position matches the import position appointment 
 The start date, end date, appointment type, and termination reason differ from the latest appointment for the user 
 Check for overlapping appointments for the position
 
 The start and end date of the imported position must not overlap any existing appointment  for the position 
 
 
 Check for overlapping appointments with the current user's appointments 
 The appointment type must exist as master data 
 
 
 
 
   
 
 Report Builder 
 Auto-scroll when dragging and dropping columns (#123392) 
 Problem 
 
 When dragging and dropping a column to another position, you can only drag to the field that is left on the screen, even if there are other fields to the left of the list.   
 This means that you must drop the field where you can, wait for the page to reload, scroll to the field again and drag it further left. 
 
   
 Solution 
 
 While dragging it “past the left”, the result set must scroll to the right until you get to the preferred fields and then drop the column 
 
   
 
   
  

Version 9.1.140 (3 February 2025)
Performance Management 
 Add setting to switch interpolation ON and OFF - default should be OFF (#123353) 
 Problem 
 
 Interpolation is ON by default and causes unnecessary confusion 
 
   
 Solution 
 
 Added a "Allow Interpolation" setting to the review setup 
 
   
 Adjust the weight of the existing period when adding a new Review Period (#87333) 
 Problem 
 
 When adding a new Review Period you are only asked to provide a description. 
 After saving, the item will be added with a weight of 0. 
 This means that you need to edit that item again to change the weight. 
 In addition, the first period is automatically added with a weight of 100, meaning that you will need to edit that item first before you will be able to set the weight of the new item. 
 
   
 Solution 
 
 Add a weight field to the "+ Review Period" modal, so that you can set the weight of the new item. 
 Consider adding a method to automatically adjust the weights of existing sections when a new period is added.
 
 Example: 100 - the weight of the new item divided by the number of existing items. This should only happen when a new item is added not when you edit existing items 
 
 
 
   
 When the Employee or Manager scores are approved, change the dial colour to green (#123492) 
 Problem 
 
 When the Employee or Manager scores are approved, change the dial colour to green 
 
   
 Solution 
 
 Implemented check to check if ratings are approved to change the dials to green 
 
   
 Dock the preliminary scores while scrolling (#123490) 
 Problem 
 
 When the top section of the performance management contract collapses, then display the employee, manager and final ratings. 
 This will allow the users to keep seeing these scores while scrolling. 
 
   
 Solution 
 
 Implemented changes to show score dials on a collapsed user banner as well 
 
   
 
 People Management 
 Saving phone numbers under a different country flag icon reverts to the South African flag (#124046) 
 Problem 
 
 When selecting a country code and entering a number the number is saved with a code and in the correct format but when doing a get to patch the value it does not convert it correctly and from there on the format is wrong 
 
   
 Solution 
 
 Fixed the issue by converting the number to the correct format each time before it was saved 
 
   
 [My Profile] Update sign-in page layout (#124698) 
 Problem 
 
 The width of the rows is too large. 
 
   
 Solution 
 
 Truncated the platform column and added a tooltip to show the entire platform value. 
 
   
 Reporting line fixes (#124701) 
 Problem 
 On the modal when selecting a person on a reporting line: 
 
 A pointer is not shown when hovering over the items. 
 The search bar is not focused 
 
   
 Solution 
 
 Changes the cursor to a pointer when hovering over the items, and autofocus the search bar when the modal opens. 
 
   
 Add the ability to remove all roles (#124697) 
 Problem 
 
 No functionality to unlink all roles of a user. 
 
   
 Solution 
 
 Added a button that will unlink all the roles of the user. 
 
   
 Reduce unnecessary page load on edit page (#124704) 
 Problem 
 
 Inconsistent cursor on user profile's nav tabs 
 On the user profile page, when clicking on a parent tab, it unnecessarily loads the first child tab 
 
 Solution 
 
 Changed the cursor to hand on the tab headings. 
 Changed the user profile navigation to not load the first child tab if a parent is selected. A child tab must be selected to load the content. Also added functionality to reload tab content if an already active tab is selected again 
 
   
 Display the full "Vacant From" date when changing a person's position (#124062) 
 Problem 
 
 When changing a person’s position, On the modal where you select the Org and vacant Position, the "Positions Vacant From" date is cut off on certain screens. Please ensure that the whole date is displayed. On some screens, the last digit is completely hidden. 
 
   
 Solution 
 
 Increased the width of the date input. 
 
   
 Appointment date verification (#124702) 
 Problem 
 
 A termination date before the start date can be selected 
 
   
 Solution 
 
 Added a minimum to the termination date, which is the start date of the active appointment 
 
   
 
 Main Dashboard 
 Capitalise "All Company Values" (#121397) 
 Problem 
 
 The heading should be uppercase and the Values should be normal Caps. 
 
   
 Solution 
 
 Changed the modal heading to uppercase and the accordion headings to capitalize 
 
 
 Learning Store 
 Add product and menu for the learning store (#124712) 
 Business Rules 
 
 Add a new product learning store that can be activated 
 Add menu in product learning store
 
 When the menu is clicked the learning store page must be loaded for the active theme and ruleset's schema in a frame 
 
 
 
 
 
 When the learning store page is loaded for V10 with an active session 
 
 
 
 
 
 Remove the header and replace the nav bar buttons with standard buttons- Browse Courses, Currency, Basket 
 Remove the login options drop-down 
 Add a spanner icon to navigate quickly to the learning store settings 
 When clicked load the panel 
 
 
 
 
 
 
 The learning store panel shows the quick link options of the learning store depending on whether e-commerce is on 
 
 
 
 
 Learning Management 
 [Pathways] [Marksheet] [Notifications] The variable for the class name is not replaced in the subject (#124534) 
 Problem 
 
 The Class placeholder still showed in the marksheet notification subject. 
 
   
 Solution 
 
 Added the class name to the notification query. 
 
   
 [Pathways] [Class/Group] [Marksheet] Show loading indicator when you click save on a mark sheet (#124280) 
 Problem 
 
 
 The loading indicator is not showing when saving a marksheet. 
 
 
 
 Solution 
 
 
 Added a loading indicator when saving a mark sheet. 
 
 
 
 
 Kudos 
 Send Kudo notification (#122323) 
 Problem 
 
 An email should be sent when the Kudo has been saved by the person sending it. 
 
   
 Solution 
 
 Added notification for the person receiving the Kudo 
 
 
 SigniChat 
 Load More shown when only 1 search result is returned (#121539) 
 Problem 
 
 On the direct chat recipient list, if only only one search result is returned, the Load More button icon is shown at the bottom of the Chat panel. 
 
   
 Solution 
 
 Added fix to hide load more button if the search is being used 
 
 
 Layout 
 Move banner items to have the same space everywhere (#124619) 
 Problem 
 
 The bulletin message button is too close to the search bar. 
 
   
 Solution 
 
 Added space between the button and the search bar. 
 
 
 HR Processes 
 Unable to see who is set on a position when clicking on the populated drop-down (#123366) 
 Problem 
 
 The fallback configuration position drop-downs display only the top 50 records. When you select someone not part of the initial list of 50 people, the selected person will not be automatically selected in the drop-down, when you open the drop-down. 
 
   
 Solution 
 
 Always add the selected person to the list, even if not initially part of the list, so that it will be selected when opening the drop-down. 
 
   
 Create a job to substitute a terminated person with a Fallback approver (#123554) 
 Business Rules 
 
 Create a job that substitutes a terminated person with a Fallback approver 
 
   
 As a Fallback Approver, I want to receive a notification (#123552) 
 
 Create a specific email for the Fallback approver: 
 
 Dear [***ApproverName***] [***ApproverSurname***] 
 You have been identified as a fallback approver for [***ProcessName***] submitted by [***SubmittedByName***] [***SubmittedBySurname***]. 
 Click on the link below to review this request. 
 [***UserInboxLink***] 
 Please contact HR for additional assistance. 
   
 Kind regards, 
 HR Team 
   
 As a Fallback Approver, I want to have a section to view all open requests where I can be an approver as a Fallback (#123555) 
 Business Rules 
 
 Create a section for “OPEN REQUESTS AS FALLBACK APPROVER” 
 This section should show all open requests where this (fallback approver) could potentially have been a fallback approver.
 
 When clicking on  the tab: 
 
 Determine all the org units for which the user is a fallback approver 
 Get all the employees in the selected orgs, and sub orgs 
 List all the open requests for the abovementioned employees 
 On all the cards that are “in progress”: 
 Show the APPROVE / DECLINE button – similar to what we do now for the Fallback approver, but on the “next card” 
 
 
 
 
 When opening it, at the bottom of the screen, show an “ESCALATE” button:
 
 This button should request a reason, and then mark this card as “Escalated” and pass it to the next person in the approval line 
 The last card cannot have an “ESCALATE” button. 
 Perhaps the escalation can be combined with the existing option that the fallback approver has 
 
 
 
   
 
 Organisational Structure 
 Incorrect counts displayed (#121311) 
 Problem 
 
 The number of users shown on the org structure did not match with the number of users on the org unit people groups. 
 
   
 Solution 
 
 Added condition to get users for the org unit people groups only where the job profile is published. 
 
   
 Change hover text for 'Move Position' (#124737) 
 Problem 
 
 Renaming of tooltip 
 
   
 Solution 
 
 Rename the tooltip from "Move Positions" to "Postitions" 
 
   
 
 Tenant Management 
 Styling on expired tenants to be changed (#120195) 
 Problem 
 
 The tenants expiring soon as well as expired tenants have the orange label 
 
   
 Solution 
 
 Only show the orange label for tenants who will be expiring soon. Show normal text for the expired tenants 
 
   
 Add name and code to modal header (#124740) 
 Problem 
 
 The Update Subscription modal does not show the Tenant Name.  
 
   
 Solution 
 
 Added new translation and added Name and Code for tenant to the update modal header 
 
   
 
 Ruleset Management 
 Ensure all languages start with a capital letter (#124736) 
 Problem 
 
 Not all languages in the ruleset setup dropdowns are capitalized. 
 
   
 Solution 
 
 Capitalize the languages in the dropdowns 
 
   
 Indicate 'Not Published' Languages (#124741) 
 Problem 
 
 Show a “Not Published” orange pill next to the languages that are enabled, but that are not published. 
 
   
 Solution 
 
 In the available languages dropdown, added an orange "Not Published" pill for enabled but not published languages. 
 
   
 
 Master Data 
 Rename fields (#124738) 
 Problem 
 
 Rename fields - User File Categories to People Document Categories and fix PermitTypes not having a space 
 
   
 Solution 
 
 Added necessary translations to fix the issues with field names. 
 
   
 Company Values display (#124739) 
 Problem 
 
 When adding a list of items underneath each other in the field “How do we live it out” on the Master Data, it shows as a wrapped paragraph.   
 Do not strip out the HTML. 
 
 
 Solution 
 
 
 Changed the company values to keep the whitespace for the “How do we live it out” field. 
 
 
   
 
 Notifications 
 Add time to Welcome email (#124699) 
 Problem 
 
 
 
 The time the welcome notification was sent is not showing. 
 
 
 
 Solution 
 
 
 
 Display the time the notification was sent. 
 
 
   
 Implement Priority Emails (#124030) 
 Problem 
   
 
 
 OTP, Forgot Password and Tenant creation emails take up to 5 minutes to arrive at the user. 
 This causes frustration and doubt that the system is working in these highly sensitive areas. 
 
 
   
 Solution 
   
 
 
 Implement priority emails that will be processed immediately rather than queued and then sent. The current flag on the email template must be used to determine if an email should be processed as a priority email as soon as possible 
 
 
   
 Dates on Schedule Setup are not shown in the preferred language set by the user (#124706) 
 Problem 
 
   The date fields are shown in the American date format, even though the preferred language is set to English (UK). 
 
   
 Solution 
 
 Replace jQuery date pickers with MDB and fix saving of UTC dates on schedules 
 
   
 Notification - create a standard e-mail template for errors on web MVC for the last 24 hours (#123354) 
 Problem 
 
 
 There is currently no visibility of the exceptions that are experienced daily by end users 
 
 
 
 Solution 
 
 Create a standard e-mail template to send daily for errors on webmvc.  
 
   
 Restoring to Default does not remove documents attached to Template (#101344) 
 Problem 
 
 When an email template is restored to default, the old attachments are still on the template. 
 
   
 Solution 
 
 The attachments are now deleted if a template is restored to default. 
 
   
 
 Language 
 Capitalize the first letter of the other languages (#121390) 
 Problem 
 
 When a user selects their preferred language All the languages are capitalised except Portuguese and French. This is because of the method use to get name makes use of those languages' capitalisation norms. This does not look right on the system 
 
 Solution 
 
 Implemented a workaround to not make use of the capitalisation norms so that everything is standardized across the entire system 
 
   
 Page reloads when searching in a module (#103759) 
 Problem 
 
 When making use of the global search on the language page the entire page reloads and reverts to the "global" subtab. No implementation was done to keep track of the active tab 
 
   
 Solution 
 
 Implemented a fix to not reload the page and keep track of the active sub-tab. 
 
   
 
 People Groups 
 Incorrect heading for the Org path column (#124530) 
 Problem 
 
 Incorrect heading for the Org path column 
 
 
 Solution 
 
 Ensure the correct heading is displayed on the table for the org path column 
 
 
 
 Audit 
 ValueObjects in tables are not audited (#116420) 
 Problem 
 
 When only a Value Object has changed on an Entity (as opposed to a normal property) the auditing does not pick up that the entity should be audited because it does not evaluate the Value Object properties of the Entity. 
 
 
 Solution 
 
 Unfortunately, there is no easy way to directly check the previous vs current values of Value Object properties as you would with a normal entity property change. Value Objects are immutable; any 'change' deletes the previous entity reference and adds a new one. 
 To still be able to pick up changes, however, you can access all the 'Added' reference entities of an entity (the value objects essentially) and then compare that to the list of deleted entities from the Change Tracking. 
 If it is the same type and has the same FK then assume that this Deleted entity is the pre-change version of the Added entity. 
 Once the deleted entity is retrieved compare Added against Deleted properties and return true if any changes. 
 
 
 
 Imports 
 Employee data import error (#125558) 
 Problem 
 
 The org nodes are duplicated when no org structure exists and multiple users are linked to the node 
 When importing nodes with accents in the name the import fails 
 The bulk import to V8 for the job structure is blocked by the full org structure import when errors occur 
 
 
 Solution 
 
 Remove unused caching check between node creation and replace with existence check on the newly created nodes 
 Add accent escapes when querying the existing org nodes. 
 Reorder the bulk import types 
 Correct 1000 appointment recursion error 
 
 
 Signify Employee data import API (#122932) 
 Add the option on the payroll connector to save and validate a PowerShell script used for import 
 
 When adding a payroll connector 
 
 Move the payroll connector provider to the top of the modal 
 Add a new provider Powershell 
 When the provider type is Powershell 
 Change the display of the screen and show the following fields 
 
 Name - Textbox 
 Powershell Script- Text Area 
 
 The text area is pre-populated with a PowerShell script for import from Signify's own APIs. This script servers as the base to be customised from 
 
 
 Import Enabled- Toggle 
 
 
 When the user saves the page the script is run without staging the data 
 
 When the PowerShell script can run through and return data in the format to be stagged the script is valid 
 Otherwise through an error 
 
 
 When the manual processing button is clicked then the Powershell script will run and stage 
 
 When more than one PowerShell script is added then all the data will be stagged and processed as a single import only keeping the latest record per user should a user be returned in multiple Powershell scripts 
 
 
 Each provider's connectors will be processed together and will not include other providers 
 
 This means Payspace connectors will be grouped and Powershell connectors will be grouped and processed as a batch separately. 
 
 
 
 
 
 
 Create a PowerShell connector command to process connectors of this type per the ruleset 
 Create a new command and handler- PowershellImportCommand 
 
 The handler retrieves all the PowerShell connectors for active rulesets 
 All the connectors for a specific ruleset must be processed as a batch
 
 The users from multiple connectors will be stagged and imported as a single import 
 Should a user be returned by multiple connectors only the latest user according to appointment data should be imported 
 
 
 Log all steps in the handler as an import occurring and display the status on Notifications| Imports 
 
 Security when running a PowerShell script 
 
 Consider the implementation of custom run space when running the import 
 
 The handler should be able to be run manually for a single ruleset or per schedule for all rulesets 
 
 Reuse the current payroll connector job to also process powershell connectors 
 
 
 Create SQL notification for support 
 Problem: 
   
 
 
 When an import runs in the background no notification informs the client if a failure has occurred during the import. The user currently needs to go to the Notifications | Imports tab in the system to access this information. 
 
 
   
 Solution: 
   
 
 
 When an import completes and any failures occurred during the import trigger a standard system notification.  
 
 
   
 Recipient:  Front End Import-  Person who started the import 
                              Backend Import- Send to admins of product linked to import type 
   
 CC: 
   
 Email Body: 
   
 Dear [RecipientName] [RecipientSurname], 
   
 The [ImportType] import is completed with [ErrorCount] errors.  
   
 Please follow the below link for more information 
   
 [Link To Notification | Import] 
   
 Kind Regards 
   
 HR Team 
   
 Create a PowerShell script to pull data 
 
 
 
 Create a PowerShell script to pull data from a client's API and stage the data in Signify 
 
 
 
 
 Report Builder 
 Changes to Styling on Full Report page (#121257) 
 Problem 
 
 When on the Full report page of the report builder and you scroll down the headers are scrolling out of the page thus it is hard to see which column is for what. 
 
 
 Solution 
 
 Implemented sticky headers so the headers always show when scrolling 
 
   
 Scrollbars to be implemented (#120403) 
 Problem 
 
 Headers were not sticky and the user needed to scroll up every time to see headers. 
 
   
 Solution 
 
 The preview headers were made sticky 
 
 
 
 Data Warehouse 
 Add Improvement Strategy Field (#125557) 
 Problem 
 
 The Improvement Strategy field is not available when creating a report 
 
 
 Solution 
 
 Added the field in the Data Warehouse for selection

Version 9.1.139.2 (Support Release - 27 January 2025)
Performance Management 
 PM Allow Employee and Manager ratings on interpolation (#126340) 
 Problem 
 
 Interpolation was based on having a single Actual Value, however, a client requested that we allow for the manager & person to capture individual actuals as there are scenarios where the actuals might be disputed. 
 
 Solution 
 
 Added actual value columns for person and manager, saved relevant actual value according to which person is rating, modified queries and react state assignment to set relevant fields correctly. 
 
   
 
 Imports 
 User Import: Change appointment import to import by action type (#121473) 
 Problem When a user is terminated or transferred in the same file the user conflicts with a new user taking the same position 
   
 
 
 The old User was terminated and the New user was appointed in the same position within the same import after the termination 
 The old user transfers to a new position and the new user receives the old user's position after the transfer 
 
 When the position is changed but the start date of the appointment remains the same the user appointment is not corrected 
   
 
 Solution 
 
 
 Split the processing of appointments by action type and process in order 
 
 
 
 Terminations 
 Transfers 
 Corrections 
 New appointments 
 
 
 
   
 Employee data import error (#125558) 
 Problem 
 
 The org nodes are duplicated when no org structure exists and multiple users are linked to the node When importing nodes with accents in the name the import fails The bulk import to V8 for the job structure is blocked by the full org structure import when errors occur 
 
   
 Solution 
 
 Remove unused caching check between node creation and replace with existence check on the newly created nodes 
 Add accent escapes when querying the existing org nodes. 
 Reorder the bulk import types 
 Corrected org node duplication within the same sheet. Corrected accents issue when constructing the org page. 
 Reordered org import to V8 from V9 
 Correct staging translation error message 
 Correct duplicate org nodes when importing with an org code that exists on the DB 
 Correct 1000 appointment recursion error  
 
   
 
   
  

Version 9.1.139.1 (Support Release - 24 January 2025)
Performance Management 
 PM Interpolation should allow 0 value (#126280) 
 Problem 
 
 Currently, when rating on Interpolated items, an actual value of 0 (zero) is not allowed, this should however be an option as you might want to have an actual value of 0 tied to the lowest rating 
 
 Solution 
 
 Change the interpolation actual value validation to allow zero to be captured as a value. Note that negative values are still blocked. 
 
   
 
 People Management 
 Special Characters on Contact Numbers (#126207) 
 #1 Problem 
 
 Contact numbers can include special characters not caught by the int tel input IsValidNumber validation. 
 For example '575-12345' is allowed, however, this breaks the V8 import which is not allowing the numeric values. 
 
 Solution 
 
 Strip any special characters from the input, only allow numeric 0 - 9, spaces and '+' 
 
 #2 Problem 
 
 The en-GB product unavailable translation still has the contact support@signify.co.za . I was requested to change to contact your administrator 
 
 Solution 
 
 Change the translation to "contact your administrator" 
 
   
 
 Data Warehouse 
 Report Builder: Add Improvement Strategy Field (#125557) 
 Problem 
 
 Add the "Improvement Strategy" Field to the report builder 
 
 Solution 
 
 Added Data Source "Competency Proficiency Level" to the report builder that also contains the field "Improvement Strategy" 
 
   
 Final Score calibration (#126258) 
 Problem 
 
 
 The below fields do not exist in the report builder:
 
 Review Year Setup Id 
 Review Item Id 
 
 
 
 
 
 Solution 
 
 
 Make the Review Year Setup ID and Review Item ID available in the Data Warehouse 
 
 
 
  

Version 9.1.139 (14 January 2025)
Performance Management 
 Rate Button not displaying (#125563) 
 Problem 
 
 Rate button not shown to either party when both have submitted but one or the other has rated but not yet submitted ratings 
 
 
 Solution 
 
 Fix contract state calculation to correctly determine when ratings are in progress when Objectives are completed and when ratings are partially done. 
 
   
 Dashboard screen (#125269) 
 Problem 
 
 The contract details do not show when the review year if the current date is not within the period. 
 Error translation not shown correctly 
 
   
 Solution 
 
 Remove the filter and add ordering on the review year start 
 Correct translation key 
 
 
 People Management 
 Employees Org Structure not syncing correctly from V9 to V8 (#125562) 
 Problem 
 
 
 Duplicate positions were created with the same position code when doing a bulk job structure import 
 
 
   
 
 Solution 
   
 
 
 Corrected the external position ID check to ensure the existing position created by the employee import is mapped to the V9 position 
 
 
 
 People Management: Go to another does not work (#125569) 
 Problem 
 
 When the summary tab is active on the people management edit, then go-to another does not work 
 
 
 Solution 
 
 Change the selector to fall back to the default summary tab when no subtab is found that is active 
 
 
 
 Tenant Management 
 Tenant creation not completed (#124774) 
 Problem 
 
 When creating a tenant and the logged-in user's username is the same as the tenant administrator's email address, the tenant creation fails. 
 
 
 Solution 
 
 Remove the copy of the logged-in user when creating a new ruleset for the new tenant

Version 9.1.138 (13 January 2025)
People Management 
 Add Person AppointmentEndDate to MaterialisedUsers tables (#121349) 
 Problem 
 
 Report builder materialised users fails 
 When importing 
 Notification users are not created 
 Performance reporting lines are not updated 
 Appointments are not updated for materialised users 
 User data is lost when updating appointments or reporting line data 
 
 
 Solution 
 
 The notification did not implement batch user materialisation and appointments 
 Performance management implements batch reporting line materialisation 
 Report builder correct code 
 Implement updates of materialised data only if changes 
 Add migrations to update data across services for report builder and notifications 
 
 
 The page is shown as blank after Saving on editing details (#124445) 
 Problem 
 
 When saving or refreshing some subtabs on the people management profile, the tab content shows blank. 
 
 
 Solution 
 
 Fixed the issue where only the parent tab, instead of the sub-tab, was always loaded when reloading the page. 
 
 
 
 Content Management 
 Confirm the content server setting error (#125366) 
 Problem 
 
 Cannot upload the employee data file 
 
 
 Solution 
 
 Corrected the password of the production next cloud setup 
 
 
 
 Data Warehouse 
 Create a report to show the Tenant details (#116757) 
 A new report has been created to show the Tenant details 
 
 Tenant Name 
 Ruleset Name 
 Ruleset Active 
 Number of People - All 
 Number of People - Active 
 Module Name 
 People Management 
 Performance Management 
 eLearning 
 Career and Succession Planning 
 
 The value in each of the module’s columns can reflect the licenced employees for the module 
 
 Data Source items to be added to the Data Source list (#124057) 
 Add fields to HR Processes: 
 
 Request Reference number 
 Comment for each approver (currently, there is only one 'Comments' field) 
 Request for more information Comments per approver 
 Uploaded Files per request 
 Requester details 
 
 
 Add fields to the DWH for the PowerBI reports (#124564) 
 Problem 
 
 Required fields for a client's dashboard needs to be added to the V8 and V9 Data warehouse 
 
 Solution 
 
 Added required fields for Netcampus within V8 and V9 Data warehouse 
 
 
 
 Main Dashboard 
 Dashboard screen (#125269) 
 Problem 
 
 The incorrect contact details are displayed on the main dashboard when a user has multiple contracts in the last year where the review years have the same start date. 
 When the conversion of the work anniversary fails the people dashboard does not load. 
 
   
 Solution 
 
 When a review year is not active or deleted exclude it, order the results by the period start, review year start and the display order of the review years. 
 Simplify query with inner selects to avoid unnecessary duplication of data 
 Add a try-catch to return an empty string when the conversion fails rather than breaking the whole page and preventing the user from continuing 
 
   
 
  

Version 9.1.137 (13 January 2025)
Performance Management 
 Set Value Survey score to be included when importing (#119743) 
 Problem 
 
 When calibrating value surveys, if the value survey has been excluded the calibrated score is not included in the calculation because of the survey being excluded. 
 Can then only be set from the front end. 
 
   
 Solution 
 
 Ensure when calibrating value surveys that it is included (Excluded = false). 
 
   
 [Interpolation] Reset the modal after entering the actual value (#121040) 
 Problem 
 
 
 
 The rating modal was not reset after entering the actual value. 
 
 
 
 
 Solution 
 
 
 
 Ensure modal is reset after entering value and opening modal again. 
 
 
   
 Nextcloud error pages is displayed when I click the Subordinates button (#124594) 
 Problem 
 
 On environments where there are separate path bases the subordinate view URL is incorrectly calculated as " https://kubernetesdev.signifyhr.co.za/Spa/master/performanceManagement/Dashboard " instead of " https://kubernetesdev.signifyhr.co.za/master/Spa/performanceManagement/Dashboard " 
 It works if there is no pathbase eg local and uat and live " https://live.signifyhr.co.za/Spa/performanceManagement/Dashboard " 
 
   
 Solution 
 
 Changed the URL generation so it correctly prepends the path base Eg 'master' before the entirety of the generated URL. 
 
   
 
 People Management 
 Person who is terminated on today's date should still be able to log in until midnight (#124279) 
 Problem 
 
 A person who has been terminated, cannot log in on the termination date 
 
   
 Solution 
 
 Change the log-out date to midnight 
 
   
 [Profile Summary]: Only underline on Hover (#124268) 
 Problem 
 
 Only underline on Hover 
 
   
 Solution  
 
 Add underline on hover. 
 
   
 [Profile Summary]: The Summary section does not get Docked/Pinned to the top (#124385) 
 Problem 
 
   The Summary section does not get Docked/Pinned to the top 
 
   
 Solution 
 
 Dock the Summary section when a user scrolls on the page  
 
   
 Issues with mobile phone numbers (#124248) 
 Problem 
 
 There should not be a space between the numbers. 
 
   
 Solution 
 
 Trim the contact numbers on the ListUsersExport call  
 
   
 
 Ruleset Management 
 Error on creation of ruleset (#124289) 
 Problem 
 
 The support user is created before the ruleset creation completes on account and the ruleset created is consumed on the job profiler service. 
 This causes the ruleset creation process to fail. 
 The ruleset-created email is sent even when the ruleset fails to create 
 
   
 Solution 
 
 Remove all the event consumers RulesetCreated 
 Move work done by the consumers to a gRPC endpoint per service 
 Create a new event CreateRulesetEvent with consumer CreateRulesetEventConsumer that is published after the ruleset has been created on the account service 
 The new consumer calls each service to use gRPC to create the ruleset on the service 
 Only once all the services have been created in the system and support users have been created 
 As a final step, the notification is sent that the ruleset has been created 
 The consumer has been constructed for retry only running the request that has not been completed again 
 
   
 Add functionality to retry the creation process of a ruleset which failed to create (#110754) 
 Problem 
 
 Currently, if a ruleset fails to create, you are stuck, there is no way for you to retry it. 
 This applies only to failed rulesets, and not rulesets still in the process of creating/copying. 
 
   
 Solution 
 
 Add an option to retry the creation/copy process. When clicked, send the RulesetCreatedEventConsumer message to the failed services. 
 
   
 Tenant creation not completed (#124774) 
 Problem 
 
 When creating a tenant and the logged-in user's username is the same as the tenant administrator's email address, the tenant creation fails. 
 
   
 Solution 
 
 Remove the copy of the logged-in user when creating a new ruleset for the new tenant 
 
   
 
 Imports 
 Signify Employee data import API (#122932) 
 Add the option on the payroll connector to save and validate a Powershell script used for import 
 
 
 When adding a payroll connector 
 
 
 
 
 
 Move the payroll connector provider to the top of the modal
 
 Add a new provider Powershell 
 
 
 When the provider type is Powershell
 
 Change the display of the screen and show the following fields
 
 Name - Textbox 
 Powershell Script- Text Area
 
 The text area is pre-populated with a PowerShell script for import from Signify's APIs. This script servers as the base to be customised from 
 
 
 Import Enabled- Toggle 
 
 
 When the user saves the page the script is run without staging the data
 
 When the PowerShell script can run through and return data in the format to be stagged the script is valid 
 Otherwise through an error 
 
 
 
 
 When the manual processing button is clicked then the Powershell script will run and stage
 
 When more than one Powershell script is added then all the data will be stagged and processed as a single import only keeping the latest record per user should a user be returned in multiple Powershell scripts 
 
 
 Each provider's connectors will be processed together and will not include other providers
 
 This means Payspace connectors will be grouped and Powershell connectors will be grouped and processed as a batch separately. 
 
 
 
 
 
 
 Create a PowerShell connector command to process connectors of this type per the ruleset 
 
 
 Create a new command and handler- PowershellImportCommand 
 
 
 
 
 
 The handler retrieves all the PowerShell connectors for active rulesets 
 All the connectors for a specific ruleset must be processed as a batch
 
 The users from multiple connectors will be stagged and imported as a single import 
 Should a user be returned by multiple connectors only the latest user according to appointment data should be imported 
 
 
 Log all steps in the handler as an import occurring and display the status on Notifications| Imports 
 
 
 
 
 
 Security when running a PowerShell script 
 
 
 
 
 
 Consider the implementation of custom run space when running the import 
 
 
 
 
 
 The handler should be able to be run manually for a single ruleset or per schedule for all rulesets 
 
 
 
 
 
 Reuse the current payroll connector job to also process PowerShell connectors 
 
 
 
   
 Create SQL notification for support 
 When an import runs in the background no notification informs the client if a failure has occurred during the import. 
 The user currently needs to go to the Notifications | Imports tab in the system to access this information. 
   
 Solution 
 When an import completes and any failures occur during the import trigger a standard system notification.  
   
 Recipient:  Front End Import-  Person who started the import 
                    Backend Import- Send to admins of product linked to import type 
   
 CC: 
   
 Email Body: 
   
 Dear [RecipientName] [RecipientSurname], 
   
 The [ImportType] import is completed with [ErrorCount] errors.  
   
 Please follow the below link for more information 
   
 [Link To Notification | Import] 
   
 Kind Regards 
   
 HR Team 
 
 
 
 Notifications 
 
 Schedule Setup: The user can set the Once-Off custom schedule to time already passed (#96569) 
 Problem 
 
 The user is still able to type in a time that has already passed. 
 
   
 Solution 
 
 Added validation to test if the time is valid, if not it will be set to the minimum time 
 
   
 
 Report Builder 
 Date fields not shown in preferred language user is set at (#122731) 
 Problem 
 
 Date fields not converted to user culture and language. 
 
 Solution 
 
 Ensure date fields are converted to user culture and language. 
 
   
 Add different font sizes (#123391) 
 
 Have three options for font size:  Normal, Small, Extra Small.  
 This must just be in the result set panel, including the headings
 
 It looks like the standard font size is: 
 
 
 
 
   
 
 
 
 Make the Small size:  
 
 
 
 
 
 
 
 
 Make the Extra Small size:  
 
 
 
 
   
 
 
 Add 'Show Condensed Results' (#123390) 
 
 
 Have an option to “ Show condensed results ”.  
 By default, it must be selected.  
 When selected, all fields and values must show the first 15 characters with a … (if it is longer than 15 characters).  
 When hovering over the value, it must show the complete text/field name.  
 This must preferably be done through a JavaScript function that will not cause a reload of the page, but rather change it immediately. 
 
 
 
 
 
 
 Error when clicking View Full Report button (#124518) 
 Problem 
 
 An error occurs when clicking the View Full Report button 
 
   
 Solution 
 
 Fixed the issue causing the crash 
 
   
 
 Data Warehouse 
 V10 PM Dashboards add Not Started value to the graphs (#123886) 
 
 Add the  “Not Started”  value to the following two graphs: 
 Note: Not Started means the person do not have a contract created for the Review period. 
 
 
   
 
   
 
 People Groups 
 Tooltip on Org path displays "Undefined" (#124529) 
 Problem 
 
 Tooltip on the org path displayed 'Undefined' 
 
   
 Solution 
 
 Ensure that the tooltip displays the full org path correctly. 
 
   
 Incorrect heading for the Org path column (#124530) 
 Problem 
 
 Incorrect heading for the Org path column 
 
   
 Solution 
 
 Ensure the correct heading is displayed on the table for the org path column 
 
   
 Group cache not being busted when new employees are appointed/imported (#124457) 
 Problem 
 
 It appears that the People Groups cache is not being busted when you have appointed or imported new employees. 
 This means that you cannot see these new employees on the People Management dashboard.  
 
   
 Solution 
 
 Properly clear people group cache and materialised people groups  
 
   
 The active people group set by the user on V9 is not activated as an active subgroup on V8 when clicking on the V8 module menu item (#124215) 
 Problem 
 
 The active people group is not set as the active subgroup when opening the V8 page in V9 
 
   
 Solution 
 
 Retrieve the active people group ID from the query string 
 Select the people group from the user's assigned subgroups 
 If not available then the preferred subgroup should be loaded 
 
   
 
 Main Dashboard 
 Performance Management Dashboard Widget not showing correct data (#125269) 
 Problem 
 
 It seems the score and information are not displayed correctly for the user because they have two contracts. 
 
   
 Solution 
 
 
 Changing the query that populates the dashboard to order the contracts if multiple exits by the display order of the review year. 
 This will then allow the dashboard to display the latest data according to this ordering and secondly the start date of the cycle.  
 The dashboard will also only display the latest review period for the contract details within the year. 
 
 
   
 
   
   
   
   
  

Version 9.1.136 (13 January 2025)
Performance Management 
 Able to capture contract although period closed (#123871) 
 Problem 
 
 When a phase is already closed, the dial can be used to view the contract, but the actions (Eg. creating a KPI) are still active. 
 
 
 Solution 
 
 Lock the agreement if the phases are not active. 
 
 
 PM V9 Action plan copy from previous does not work as expected (#124270) 
 Problem 4 Action plan-related fixes on this PR. 
 
 
 This label was updated, it does not reflect Review Periods but rather the Review Setups 
 
 
 There was some confusion as to how the Copy Action Plans From Previous should work, the consensus between me, Bertie and Lee-Ann is that you can only copy from your previous review years. You cannot use this to copy APs from an earlier Review Period within the same setup (This should happen with the CreateContractFromPrevious fix 4) Changed the query for the review years to exclude the year for the current contract. 
 
 
 The Copy Action Plans From Previous was not copying all the information, only Name and Description. Including now all AP fields on the copy. 
 
 
 When doing CreateContractPeriodFromPrevious it must also copy any Action Plans that exist on that contract period. (which it did not do) 
 
 
 Solution 
 
 Updated the translation to correct the label to show Review Setup 
 Changed the query for the review years to exclude the year for the current contract. 
 Modified the Action Plan handlers and queries to select all the additional information and to also copy that when creating the item. Had to fix an update here and there 
 Added a new portion to the CreateContractPeriodFromPrevious handler to check if there are any action plans on the source and then copied that to the new contract. Tries to copy the Ad-hoc items as well as those assigned to specific KPIs. 
 
 
 Cannot Copy from previous (#124269) 
 Problem 
 
 The CopyFromPrevious / CopyFromTemplate functionality breaks when creating for an employee on a review setup that has leadership behaviours enabled. 
 This is because only managers get the section added to their contracts, but the copy from then tries to add the default library items to the employee's contract. 
 This breaks because the LB section does not exist to add it to. 
 
 
 Solution 
 
 Do a check to not add the LB items if the employee is not a lIne manager. 
 The preceding Create Contract step will not have created the ContractPeriodSections LB section if the employee is not a line manager. 
 
 
 Import the 360 Survey Scores into Performance Management (#112612) 
 On the Review Years | Review Setup | Review Period | Review Survey 
 
 Add a dropdown with all the Evaluation Periods (V8)

 
 Evaluation Period
 
 Required field 
 Master Data Table to be added with the 360 Evaluation Periods from v8 
 
 
 
 
 
 
 
 Add a dropdown with the Import Actions
 
 I want to import
 
 Options
 
 ONLY new scores
 
 When selected, show helper text
 
 Import new evaluation scores from [selected evaluation period]. Leave existing scores as is. 
 
 
 
 
 New scores and override existing scores (from evaluations)
 
 When selected, show helper text
 
 Import new evaluation scores from [selected evaluation period]. Existing scores will be overridden. 
 Business Rule:
 
 When the setting is inactive and the Manager cannot revise, exclude this option 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
   
 
 Integration Tab on Ruleset Setup
 
 Review Year Review Survey Import
 
 When selected, the scores should import according to the option selected via the API 
 Import from last sync / import date 
 Also add a daily sync 
 Only run when a Review Setup has a Review Survey 
 
 
 
 
 
 
 
 People Management 
 Error on New People Group Save (#124474) 
 Problem 
 
 People group HiLo sequence did not match the Id value in the table that caused a duplicate trying to be created for the same Id 
 
 
 Solution 
 
 Add a script to sync the sequence with the table 
 
 
 The page is shown as blank after Saving on editing details (#124445) 
 Problem 
 
 When saving or refreshing some subtabs on the people management profile, the tab content shows blank. 
 
   
 Solution 
 
 Fixed an issue where only the parent tab, instead of the sub-tab, was always loaded when reloading the page 
 
 
 Auto-generate employee number (#122694) 
 
 Add a setting that will automatically generate an employee number for a new user on the system. Allow the admin to set the starting value in the range. 
 Also, allow the administrator to set prefix and suffix values for the employee number. 
 
 
 
 Report Builder 
 Evaluation questions (#123006) 
 Problem 
 
 Report contain duplicate records. 
 
 
 Solution 
 
 Added a "Select Distinct" filter for the reports 
 
 
 
 Imports 
 Import Error (#124391) 
 Problem 
 
 The allow anonymous tag has been removed which causes the daily syncs to fail. 
 
 
 Solution 
 
 Added anonymous tags to ensure the daily syncs work again. 
 
   
 
 Translations 
 Investigate changing translation keys from key-based to file-based (#119512) 
 Problem 
 
 
 
 Translation calls need to be improved, it is used extensively throughout the system 
 
 
 
 
 Solution 
 
 
 
 Investigate to cache the translations with a different key strategy - perhaps we store the entire translation file (JSON object) within a single key

Version 9.1.135 (13 January 2025)
Performance Management 
 Rating button not displaying (#124149) 
 Problem 
 
 The rate button not shown to the employee when the manager has not yet submitted objectives 
 
 
 Solution 
 
 Fix the check that determines the contract state on the dashboard. 
 
 
 Improve the performance of queries throughout the system by providing a materialised PeoplegroupUsers table per service (#122980) 
 Problem 
 
  Improve the performance of queries throughout the system by providing a materialised PeoplegroupUsers table per service 
 
 
 Solution 
 A new people group all people has been added and includes everyone in the system with an appointment 
 
 You can only exclude users from this custom people group 
 It is auto-populated when adding a user either from the front end or via the user import 
 
 All services that make use of People groups 
 
 For all services, the following must be confirmed
 
 When adding or terminating a user the user must be automatically added/removed from the people group
 
 Editing appointments on the front end 
 Adding a new user on the front end 
 Importing users 
 
 
 When the people group is used in the service the data is auto-populated 
 
 
 Performance management

 
 Performance dashboard and the loading of subordinates  
 Target Audience Page 
 
 
 Report Builder

 
 When drawing a report for a specific people group 
 
 
 People Management

 
 Dashboard
 
 Active, future and terminated should still show correctly 
 
 
 
 
 
 Busting the cache from the front end 
 
 Both the Redis cached people groups are removed and the data for the people groups in MaterialisedPeopleGroupUsers are removed 
 The MaterialisedPeopleGroupUsers must be materialised when next used in the service e.g PM, People Management, Report Builder 
 
 
 Create master data for evaluation periods pulled from V8 (#112612) 
 
 
 
 Add a dropdown with all the Evaluation Periods (V8)

 
 Evaluation Period
 
 Required field 
 Master Data Table to be added with the 360 Evaluation Periods from v8 
 
 
 
 
 Add a dropdown with the Import Actions
 
 I want to import
 
 Options
 
 ONLY new scores
 
 When selected, show helper text
 
 Import new evaluation scores from [selected evaluation period]. Leave existing scores as is. 
 
 
 
 
 New scores and override existing scores (from evaluations)
 
 When selected, show helper text
 
 Import new evaluation scores from [selected evaluation period]. Existing scores will be overridden. 
 Business Rule:
 
 When the setting is inactive and the Manager cannot revise, exclude this option
 On the Review Years | Review Setup | Review Period | Review Survey 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
   
 
 Integration Tab on Ruleset Setup
 
 Review Year Review Survey Import
 
 When selected, the scores should be imported according to the chosen option via the API 
 Import from last sync/import date 
 Also, add a daily sync 
 Only run when a Review Setup has a Review Survey 
 
 
 
 
 
 
 
   
 Import PM Scores to V8 SCP (#112597) 
 
 On V8
 
 When opening the Profile
 
 Use the API to import the Overall Final Score
 
 Overall Final Score = Review Period 1, 2 etc has been approved and Review Survey has value / is excluded 
 
 
 
 
 
 
 
   
 
 Materialised view - use table  
 PM - Update score to materialised view every 2 hours 
 PM Year to use
 
 The PM Year is irrelevant because only the latest approved Overall Final Score will be used 
 
 
 Add Import to Integrations tab
 
 Talent Profile - Latest PM Score Import 
 
 
 
   
 Change the Ignore Phase End Date rule (#123374) 
 The label should be changed to: 
 IGNORE PHASE DATES 
   
 The business rules that should be applied when this setting is enabled: 
 
 The Start Date and End Dates should be ignored 
 This will mean that the users can start the phase before the date is reached and they can continue after the date is reached 
 Thus, the phase will never be locked 
 
 
 Learning Management 
 Notifications not sent out (#123776) 
 Problem 
 
 Notifications are not sent as soon as mark setup is marked as published and send notifications are enabled 
 
 
 Solution 
 
 Add  sendNotifications  call in  Marksheet.tsx when the mark is published and locked. Also, the marks will now be saved before sending the notification 
 
 
 Cannot save marks for a second class (#123870) 
 Problem 
 
 
 Some users are missing from materialized users causing the save not to work 
 
 
 
 Solution 
 
 
 Increase the retry interval for message processing to 60s for consumer events 
 Add migration to sync the MaterializedUsers table again 
 
 
 
 Add a loading indicator when exporting the list of recipients (#123802) 
 Problem 
 
 No loading indicator when exporting the list of users that will not receive a notification on the attendance register 
 
 
 Solution 
 
 Add loading indicators on Ajax calls in the attendance notification modal 
 
 
 
 Data Warehouse 
 Organisational path - Incorrect (#124143) 
 Problem 
 The issue was these 2 users' Appointments were edited last May according to the source data. The data warehouse data for these specific 2 users was not updated with the latest Org data. For Appointments, the data warehouse fetched the data that had been updated for the past 72 hours. I am not sure if the Datawarehouse at that time did not update the Appointment data or if there is perhaps an issue on the data source where the Edited Data did not update correctly, due to this being updated manually on the source DB with support query. 
 
 Solution 
 Adjust the Appointments DWH package to refresh all the appointments daily. This is now possible due to the massive performance improvements that were made within the DWH. This will ensure that the DWH does have all the latest appointments daily going on forward. 
 
  'Null' values should return an empty string (#123389) 
 Problem 
 
 
 The Datawarehouse returned 'blank' if the nvarchar returned NULL values 
 
 
 
 Solution 
 
 
 Adjusted the V9 DWH to return NULL if the nvarchar column value is NULL 
 
 
 
 Dashboards: Scores not showing on graphs (#123887) 
 Problem 
 
 The final rating score field needs to be added within Contract Periods for V9 DWH to implement the dashboard changes 
 
 
 Solution 
 
 Added Final rating score field  within Contract Periods 
 
 
 
 Tenant Management 
 Email Template Adjustments for Tenant Management (#123472) 
 Problem 
 
 Spaces between text in the template are too large. 
 
 
 Solution 
 
 Fixed the templates by reducing the spaces between paragraphs 
 
 
 Red Pill Changing to Grey on Manage Person Screen and Organizational Structure Screen (#123795) 
 Problem 
 
 The licence expiry warning message is grey on people management and org structure. 
 
   
 Solution 
 
 Fixed global styling issue where it conflicts with pill styling 
 
   
 Spelling of Licence (#123827) 
 Problem 
 
 Incorrect spelling mistake 
 
   
 Solution 
 
 Corrected the spelling from License to Licence 
 
   
 
 People Management 
 The system does not Auto-Confirm the User with a valid Email address (#118978) 
 Problem 
 
 The system does not Auto-Confirm the User with a valid Email address 
 
   
 Solution 
 
 If a user's email is provided, the email will be auto-confirmed. If not provided initially, it will confirm the email if the user is updated with one. The email will also be unconfirmed if it is removed. 
 
   
 The curser does not change when hovering on the People Group selection (#121876) 
 Problem 
 
 The Curser does not change when hovering over the People Group selection 
 
   
 Solution 
 
 Changes styling to show a pointer when hovering over the people group dropdown 
 
   
 Add a Summary Menu Item (#122957) 
 Problem 
 
 As a person with access to a person’s profile, I want to have a menu item for the summary 
 
   
 Solution 
 
 Added a summary tab to the user profile 
 
   
 
 Organisational Structure 
 Delete modal heading displays incorrectly when Name contains ampersand (#122269) 
 Problem 
 
 Org Structure delete modal heading displays incorrectly when Name contains ampersand 
 
   
 Solution 
 
 Added fix to show name in heading correctly if it contains special characters 
 
   
 
 SigniChat 
 Buttons to be moved away from the  bottom border of the Group Chat setup box (#123357) 
 Problem 
 
 The save group button is near the bottom border. 
 
   
 Solution 
 
 Increased the margin of the footer of the create group modal 
 
   
 
 Auto Doc 
 Styling on Delete Template modal to be aligned with mock-up on CR (#104629) 
 Problem 
 
 On the delete template modal, the name of the template should be replaced by Template and the name of the template to be deleted shown in quotation marks and in bold 
 
   
 Solution 
 
 Fixed the styling of the delete template modal 
 
   
 [Auto Doc][Admin User][Templates] Asterisk to be placed alongside Delete Reason text box label (#102815) 
 Problem 
 
 Delete modals reason field that is required does not show asterisks. 
 
   
 Solution 
 
 Implemented correct class on the global component to fix issues everywhere 
 
   
 
 Ruleset Management 
 Tooltip to be adjusted (#104399) 
 Problem 
 
 When the creation of a ruleset fails, the 'could not create ruleset' label contains a list of services which could not be set up. 
 Please could we insert a space between the 2 words in the name of the Services? 
 
   
 Solution 
 
 Added spaces between the words 
 
   
 Error when trying to save External Link with name with 225 characters (#104617) 
 Problem 
 
 Error when trying to save External Link with name with 225 characters 
 
   
 Solution 
 
 Increased the length of the external link name to 500 characters. 
 
   
 The Kudos icon is not available on the Change Icons list (#113037) 
 Problem 
 
 The Curser does not change when hovering over the People Group selection 
 
   
 Solution 
 
 Changes styling to show a pointer when hovering over the people group dropdown 
 
   
 
 Competency Analysis 
 Do not display text in Bold (#121394) 
 Problem 
 
 When a user hovers on the Competency Title the system displays the pop-up text in Bold 
 
   
 Solution 
 
 Changed the tooltip to normal text. 
 
   
 
 Language 
 Incorrect product name displayed for Career Conversations (#113009) 
 Problem 
 
 When on the language page the Career Conversation translation did not work. 
 
   
 Solution 
 
 Saw that some of the translations were missing, so I added the missing values 
 
   
 
 Notifications 
 Confirmation message on Create of new Schedule to be corrected (#101309) 
 Problem 
 
 The confirmation message on Create of new Schedule to be corrected 
 
   
 Solution 
 
 Fixed the confirmation message when saving a schedule 
 
   
 Event Deactivation Reason text box label asterisk to be displayed in red instead of grey (#102805) 
 Problem 
 
 When deactivating a notification event, the reason field label asterisk (*) needs to be displayed in red. 
 
   
 Solution 
 
 Changed the deactivation reason asterisk to red. 
 
   
 The user can set the Once-Off custom schedule to time already passed (#96569) 
 Problem 
 
 Able to set a custom once-off schedule to a time today that has already passed. 
 
   
 Solution 
 
 When once-off schedule type is selected, remove time slots that has passed already. 
 
   
 Events: 'Can be scheduled' indicator to be shown on the Notification Events list (#85834) 
 Problem 
 
 Please consider indicating on the Notification Events page which events can be scheduled. 
 
   
 Solution 
 
 Added a "Can Schedule" column to the notification events list to indicate whether that event can be scheduled or not