List of the Release Notes (2026)

Version 9.1.229 (25 May 2026)
Notifications 
 Fix monthly nth weekday Quartz scheduling (#148903) 
 Problem 
 
 Quartz does not support multiple monthly nth weekday cron values in one expression, such as MON#1, WED#1. This caused RefreshQuartzSchedules to fail when a schedule selected multiple weekdays or weeks of the month.  
 
   
 Solution 
 
 Split those monthly nth-weekday combinations into separate Quartz triggers under the same grouped job, so each trigger has a valid single # cron expression while preserving the existing schedule processing behaviour.  
 
   
 [People Groups][Admin User][Org Grouped Condition] Summary not showing any persons after having added an Org Condition to a new People Group (#148926) 
 Problem 
 
 Even though I am expecting to see a list of 7 persons to show on the page, there are none.  I have also tried to remove an employee from a long-time existing People Group, and that person is also not removed from the Summary as expected. 
 
   
 Solution 
 
 Move the search button on the notification schedule tools page 
 
   
 [Notification Schedules] Add Schedule Name on the JobDataMap column data (#148855) 
 Problem 
 
 Please, can the schedule name be displayed somewhere on the details under the JOBDATAMAP column?  This will help in finding schedules a little more easily. 
 
   
 Solution 
 
 Move the schedule name and ruleset id's first in the job map to assist the tools page  
 
   
 Safely fail ruleset detail retrieval failure when the ruleset provided does not exist (#148474) 
 Problem 
 
 Query to retrieve ruleset details fails silently when no information is returned due to a deleted Ruleset, always expecting 1 record. This, in turn, bubbles up to NotificationCommandHandler, which also subsequently fails but repeatedly does this for the same ruleset for each template.  
 
   
 Solution 
 
 Safely handle the Ruleset detail query to return the first or default. And throw with a proper RPC exception. On the notification handler, moved the ruleset detail fetch outside of the template foreach loop to prevent multiple queries for the same information. And wrapped in a try catch when RPC fails, then log accordingly. 
 
   
 Implement changes to the check-in started email to be triggered on a daily schedule only on the day the check-in period starts if the objective setting phase has been approved (#149007) 
 Problem 
 
 The check-in email sends out without replacing all the linked placeholders. Updating the seed data on R1 does not propagate to other rulesets 
 
   
 Solution 
 
 Update the notification system to improve the handling and content of "Check-In Started" notifications. The main focus is on updating recipient placeholders, email templates, and the logic for copying data, ensuring that notifications are more accurate and flexible. Additionally, some SQL and API changes improve the accuracy of notification triggers and data returned. 
 
   
 Resolved Recipient Code for HR Fallback Template (#148823 & #148435) 
 Problem 
 
 The HR Approval template used a recipient who had a different event from the template event. When a template had already been propagated, the master data job updated it by resolving the recipient only from recipients already linked to existing propagated templates, which caused it to keep the old recipient instead of switching to the newly propagated fallback recipient. 
 
   
 Solution 
 
 Created a new recipient and updated the template to use the new recipient ID. Changed MasterDataRepository so the template update path resolves recipients the same way as the add path, first by matching the propagated recipient ID from all available target recipients and only then falling back, because this allows historical propagated templates to correctly move to the new recipient without breaking the existing propagation behaviour. 
 
   
 Implement a couple of suggestions on the notification quartz schedule tools page (#147877) 
 Solution 
 
 Filter schedules displayed on the tools page to the selected ruleset. 
 Implement search functionality on the tools page  
 
   
 Corrected send test email disabled (#148529) 
 Problem 
 
 The send test email button selector was bound to a textarea that is only enabled when a text change occurred  
 
   
 Solution 
 
 Incorrect logic handling, as the send test email button can be used regardless of text changes 
 
   
 Resolved placeholders not being able to add to the cursor position (#148613) 
 Problem 
 
 Placeholder insertion worked correctly for standard text inputs like the subject fields, but not for the email body because the email body uses the (new)Syncfusion rich text editor rather than a normal textarea. When the user clicked the placeholder dropdown, focus moved away from the editor and its internal text selection was lost. As a result, when the placeholder was inserted, the editor no longer knew the user’s caret position and defaulted to inserting at the beginning of the content. 
 
   
 Solution 
 
 The rich text editor wrapper was updated to track and preserve the editor’s current selection range while the user interacts with the content area. Before inserting a placeholder, the saved selection is restored so the editor inserts the HTML at the user’s last cursor position instead of at index 0. The existing placeholder insertion call in the notification page script was left in place, while the supporting selection save/restore behaviour was added to the shared Syncfusion editor component. 
 
   
 Resolved schedule time being shown (#148778) 
 Problem 
 
 When turning the repeat task on for a schedule, but there is still a value greater than 0, it shows on the grid view that the schedule is part of a task 
 
   
 Solution 
 
 Added a bool check part of the condition to show the time 
 
   
 Resolved start and end date not being shown (#148609) 
 Problem 
 
 When a schedule is set to start today, with an end date and saved, when opening the schedule for editing the following day, no value is shown, due to the mindate being set to the current date, which invalidates the previous value selection  
 
   
 Solution 
 
 Add a change to set the mindate for the enddate to startdate, and remove mindate for start date 
 
   
 
 Report Builder 
 Resolve issue with data sources not displaying on My Report Builder (#149094) 
 Problem 
 
 Clicking on a data source when building a report does nothing, but an error is shown in the console logs.  
 
   
 Solution 
 
 Fix query returning user data source access  
 
   
 Resolved reports being imported that can not be viewed (#148820) 
 Problem 
 
 Reports get imported correctly, but once imported and opened to view, it throws a forbidden error 
 
   
 Solution 
 
 Add a cache bust when a report is imported and added 
 
   
 
 Performance Management 
 Resolved PM Query with new replication Library (#149112) 
 Problem 
 
 Moderation query joined previously to the materialised user to get the position code and position title, which has been removed  
 
   
 Solution 
 
 Corrected SQL join to the new replication library to get the correct position code and title 
 
   
 Resolved templates not saving when updating (#148114) 
 Problem 
 
 When a template is opened for editing, a new perspective is added and then saved. The template was saved correctly in the database, but when it was loaded again, the query rebuilding the template structure grouped items only by the level 3 item ID. If the same KPI existed under different perspectives or KPAs, those rows were incorrectly merged during reload, so the newly added perspective appeared to be missing even though the save had succeeded.  
 
   
 Solution 
 
 Change the reload query logic to group by the full composite key of level 1, level 2, and level 3 item IDs, which preserves each perspective/KPA/KPI combination as a distinct template item when the template is reopened. 
 
   
 Resolved styling on pill buttons (#148916) 
 Problem 
 
 Pill items have a lot of padding on the dashboard, and reduce the size to match people management  
 
   
 Solution 
 
 Adjusted padding on the button for the performance management dashboard 
 
   
 Fix error when creating contract survey (#148763) 
 Problem 
 
 Getting error snack when creating contract survey, but survey information is captured and displays when reloaded. 
 
   
 Solution 
 
 Fix incorrect parameter mapping on state update, causing the error snack to display. Don't allow clicking on the survey dial if a contract does not yet exist to prevent additional errors when trying to create a survey without a contract record.  
 
   
 Fix Mandatory Comment toggle not hidden when editing review period (#148757) 
 Problem 
 
 When updating a review period item and re-opening the same item on the modal, the mandatory comment toggle is shown. Should only show for Surveys. 
 
   
 Solution 
 
 Resolve the issue where a mandatory comment is set for the review period when not required, causing the modal to display an input field.  
 
   
 Fix Mandatory Comment label on review survey not clickable (#148496) 
 Problem 
 
 Mandatory Comment toggle on Review Survey is clickable, but the label is not 
 
   
 Solution 
 
 Ensure that clicking the Mandatory Comment label also toggles  
 
   
 
 Ruleset Management 
 Resolved Tenant/Ruleset creation errors (#148872) 
 Problem 
 
 Ruleset materialisation has been removed from all services. During the creation of a tenant/ruleset, an integration event is executed, and all consumers have been removed except the account which sends an extra request to each service to create master data items and relevant information. In those checks, an existing check is called to see if the ruleset exists, does not create any and steps over, which in this case is no longer valid as replication immediately creates a record  
 
   
 Solution 
 
 Remove checks and create a new global check in the account consumer to ensure the ruleset has been replicated correctly before sending to services 
 
   
 Left align Ruleset Id (#148162) 
 Problem 
 
 For a dt-type-numeric class, it right-aligns the text for the table 
 
   
 Solution 
 
 Added a text-start class to left-align when the table renders 
 
   
 Resolved styling on Tenant Rulesets (#148162) 
 Problem 
 
 The Ruleset ID column is too wide  
 
   
 Solution 
 
 Added width to minimise the 2 columns displaying 
 
   
 
 Job Management 
 Added new replication articles (#140903) 
 Solution 
 
 Implemented 3 new tables/articles for replication, and added the Libraries for use 
 
   
 
 Master Data 
 Resolved Reset on Items of Master data not triggering (#147949) 
 Problem 
 
 On the Master Data items page, the reset action did not fully clear the active filter state when a filter type, such as SectionItemType, had been applied through the global search/filter UI. 
 
   
 Solution 
 
 The items page script was updated so that both reset entry points clear the page-specific filter state, restore the default sort state, and reload the items view without the stale query or filter values. This is now aligned with the reset behaviour on the master data index page 
 
   
 
 People Management 
 Resolved Unauthorised access on dashboard insight people modal (#143187) 
 Problem 
 
 On Insights, a change was made to make use of the same modal as people management to manage a person. Now, when opening insights, without having the correct permissions and checks, it throws an error  
 
   
 Solution 
 
 Adjusted the query to implement the same flow logic as people management to ensure the user can be managed and accessed 
 
   
 Resolved styling on Summary View indication (#148928) 
 Problem 
 
 No clear indication of which item is selected  
 
   
 Solution 
 
 Corrected styling and added JavaScript for Ui toggle on class 
 
   
 Fixing profile picture upload bug (#148107) 
 Problem 
 
 Newly uploaded profile pictures are not automatically selected by default when saving. When cancelling an upload, the previous upload attempt is not cleared correctly. The banner list scrollbar responds slowly, causing a delay when scrolling. 
 
   
 Solution 
 
 Updated the upload process so that newly uploaded images are automatically selected by default. Improved the cancel functionality to correctly clear previous upload attempts and improved scrolling. 
 
   
 Updating Advanced search filter positions to job title (#148365) 
 Problem 
 
 In People Management → Advanced Search, the label “Position” may be unclear or inconsistent with other terminology used in the system. 
 
   
 Solution 
 
 Updated the label from “Position” to “Job Title” for improved clarity and consistency. 
 
   
 Resolved SQL timeout exceptions on large datasets (#148844) 
 Problem 
 
 The query was timing out because paging was being applied after a wide, heavily joined result set had already been built and sorted, so later pages became increasingly expensive as the SQL query had to process far more data than was actually needed for the page being returned. 
 
   
 Solution 
 
 The query was reworked to page against a much narrower intermediate result first, and only then join the extra user, org, manager, and company-date details, which reduced the amount of data being sorted and joined and produced the large speed improvement. 
 
   
 
 Data Warehouse 
 Updated DWHDataIntegrityReport to align with the latest Materialised changes (#142737) 
 Problem 
 
 The DWHDataIntegrityReport needs to align with the latest Materialised changes 
 
   
 Solution 
 
 Updated DWHDataIntegrityReport to align with the latest Materialised changes 
 
   
 Updated TenantManagement_ETL to align with new Materialised changes (#142737) 
 Problem 
 
 The package fails currently due to new Materialised changes 
 
   
 Solution 
 
 Updated package TenantManagement 
 
   
 
 Imports 
 Corrected handling for empty org codes on the PaySpace integration (#148414) 
 Problem 
 
 When the parent org code is empty on PaySpace, the user import gives an error. 
 
   
 Solution 
 
 Added better handling for when the org code is empty on PaySpace. 
 
   
 
 Event Scheduler 
 Adding eventScheduler tabs to pageMappingHelper to fix the userGuide Button (#148927) 
 Problem 
 
 A null reference error occurs when clicking the help (?) button on the Event Scheduler pages, including List View, Calendar View, and QR Code View. 
 
   
 Solution 
 
 Updated the page mapping helper to ensure the User Guide modal receives the required page information when opened from the Event Scheduler pages. 
 
   
 Improve styling on the calendar view (#149001) 
 Problem 
 
 The Calendar View expands when a user zooms out on the page to see the Book Yourself button 
 
   
 Solution 
 
 Improve styling on the calendar view by adding a proper flex layout instead of hard-coded height values. This led to weird issues, where on small screens the calendar did not show a scrollbar, along with the selected event on the right.  
 
   
 Resolve issue where future-dated sessions are not persisted (#148716) 
 Problem 
 
 On an event when adding multiple future-dated sessions, the dates in the state are not correctly updated to the selected value. When clicking on save, the initial set dates from the state are selected and submitted, and on reload, the chosen dates no longer reflect. Cannot replicate this locally, only happens on k8s environments 
 
   
 Solution 
 
 Changed the input handler to on change and added normalisation to the date selected value. 
 
   
 
 Identity and Authorisation 
 As a user receiving a notification, I want the URL to have my Theme URL bug fixes (#148379, #148423 & #148490) 
 Problem 
 
 The reset password page does not use the theme from the link, but rather the default ruleset theme. 
 Theme not shown correctly when the user clicks on the link in the email  
 
   
 Solution 
 
 Ensure that the reset password page uses the theme key from the return URL, resulting in the correct theme displaying on identity. 
 Ensure that the return URL in the confirmation link contains the current theme(of the approver) and ruleset code 
 
   
 Moving terms of use link and removing some notes on system access (#148294) 
 Problem 
 
 On the login page, the Terms of Use and Privacy Policy links are not positioned as required. In addition, on Ruleset Setup → System Access, the footnote stating “If blank then … will be used” is misleading, as no link is displayed when the URL is left blank. 
 
   
 Solution 
 
 Moved the Terms of Use and Privacy Policy links to display below the SSO options on the login page. Removed the incorrect footnote from the Terms of Use, Privacy Policy, and Uptime Monitor link settings to ensure the UI reflects the actual system behaviour 
 
   
 Resolved MS login for multiple email addresses (#147592) 
 Problem 
 
 When there are multiple users with the same email address in identity, it immediately fails external (Microsoft) login. For Rulesets (Clients) reusing email addresses, new active users can not sign in due to an old user still referencing that email. 
 
   
 Solution 
 
 Add a new change to try to fetch the correct user based on the latest active appointment 
 
   
 
 HR Processes 
 Add hidden field support (#147849) 
 Problem 
 
 With new recruitment development on HR processes, "Id" fields are part of the request body, which is not very user-friendly.  
 
   
 Solution 
 
 Add setup for "hidden fields", so that certain fields for an hr process can be hidden from displaying to the user. Note, also improved performance on the position select 2 for approval levels, as I noticed the page started to get slow when the modal is open  
 
   
 Adding the eye icon on Historical Approvals (#148303) 
 Problem 
 
 On Historical Approvals, items can be opened and viewed, as there is no visual indicator on the card. 
 
   
 Solution 
 
 Added a view (eye) icon to the card on Historical Approvals to indicate when an item can be opened and viewed, aligning with the behaviour shown in Historical Requests. 
 
   
 
 Translations 
 Updating My Profile on navbar to preferences (#148306) 
 Problem 
 
 The label “My Account” does not accurately reflect the purpose of the page and may be unclear to users. 
 
   
 Solution 
 
 Updated the label from “My Account” to “Preferences” to better represent the functionality of the page 
 
   
 
 Communication Portal 
 Resolved styling for add button container (#137794) 
 Problem 
 
 When the hover shows the 2 selection items, it pushes the button upward within its container instead of overlaying it 
 
   
 Solution 
 
 Correct CSS styling to overlay the button with the menu items 
 
   
 
 Organisational Structure 
 Assign incumbent data and correct position data (#148701) 
 Problem 
 
 Under org structure edit, position data seems to display incumbent data, and incumbent data is all marked as 'undefined' 
 
   
 Solution 
 
 Assign the incumbent data its value and correct the position data 
 
   
 
   
  

Version 9.1.228 (25 May 2026)
Data Warehouse 
 Updated SSIS Packages to align with new Materialised changes (#142737) 
 Problem 
 
 The package fails currently due to new Materialised changes 
 
   
 Solution 
 
 Updated packages JobProfiler, PerformanceManagement and LearningManagement to align with the new Materialised changes 
 
   
 Resolved Insert Step for jpEmploymentHistories (#142737) 
 Problem 
 
 The insert step for jpEmploymentHistories did not work as expected due to swapped alias names 
 
   
 Solution 
 
 Resolved issue where no new entries were added for EmploymentHistories due to incorrect alias names with the DWH Insert step for jpEmploymentHistories 
 
   
 Added new user within DWH Email Scripts (#142737) 
 Problem 
 
 A New Signify user needs to be added to the DWH Email Scripts for monitoring purposes 
 
   
 Solution 
 
 Added a new user within DWH Email Scripts 
 
   
 Added new field Comment within pdmContractSurveys (#148377) 
 Problem 
 
 New field Comment needs to be added within the datasource ContractSurveys  
 
   
 Solution 
 
 Added a new field Comment within the datasource ContractSurveys 
 
   
 Updated Insert scripts for accUserLoginStats (#142732) 
 Problem 
 
 The #UserLoginDays step for accUserLoginStats needs to be moved for backlog calculation purposes 
 
   
 Solution 
 
 Updated Insert scripts for accUserLoginStats by moving the #UserLoginDays step 
 
   
 Added the latest DWH Package to the DWH Package Backup folder (#143176) 
 Problem 
 
 The latest DWH Package backup needs to be added to the repo 
 
   
 Solution 
 
 Added the latest DWH Package to the DWH Package Backup folder 
 
   
 
 HR Processes 
 When retrieving an active appointment on request submission, only check dates and not the termination reason (#148724) 
 Problem 
 
 An error is displayed when a previously terminated employee is reinstated and set as an approver again  
 
   
 Solution 
 
 When retrieving an active appointment on request submission, only check dates and not the termination reason  
 
   
 
 Performance Management 
 Retrieve position titles from id's on the Review Period on the Recalculate screen (#148520) 
 Problem 
 
 Error when selecting Review Period on the Recalculate screen  
 
   
 Solution 
 
 This happened because the position title was not part of the read-only appointments table. Query now returns position id's, which are used to retrieve titles from webmvc  
 
   
 Fix contract footer buttons styling (#148065) 
 Problem 
 
 The footer buttons under more options have styling problems when the more options are shown. 
 
   
 Solution 
 
 Adjust the styling to ensure the button text always stays centred and the buttons don't misalign  
 
   
 Add Mandatory Survey Comments and Setting (#148262) 
 
 US1: New setting added to specify whether Review Survey (review item) requires mandatory comment 
 US2: When capturing/editing Review Survey, check if setting enabled and set require comment functionality. 
 US3: On contract print view added survey comment. 
 US4: Survey comment should show as a tooltip. Added an icon below the gauge since it cannot handle multiple tooltips over the same element 
 
   
 
 Ruleset Management 
 Added Passport to the user replication table (#148726) 
 Solution 
 
 Added passport to replication and updated queries 
 
   
 
 Job Management 
 Subordinates being returned for inactive reporting lines (#146928) 
 Problem 
 
 `ListManagerSubordinatesSimplified` returns subordinates for inactive reporting line types instead of rejecting the request. 
 
   
 Solution 
 
 Fetch active reporting line types for the current ruleset via `ListReportingLineSetupAsync` and filter the requested `managertypes` against them. 
 Throw `StatusCode.InvalidArgument` (not `NotFound`) when all requested types are inactive, with a message that names the offending types: ``` The requested reporting line type(s) [1, 2] are not active for this ruleset ``` 
 
   
 
 API 
 Exposed v9 function to v8 and added functionality to use clientId to get rulesetId (#148366) 
 Problem 
 
 The integration api does not have access to whether the mobile app is enabled for the ruleset. 
 
   
 Solution 
 
 Expose the function that fetches the mobile app setting to the integration api. 
 Also added functionality to use the clientId to get the rulesetId since the integration api does not have access to the rulesetId.  
 
   
 
 Notifications 
 Implement quartz schedules for notification schedules (#147877) 
 Problem 
 Solution 
   
 Adding a clear button toggle after search term restore (#148307) 
 Problem 
 
 After searching for an email/SMS template and opening it, returning to the list (via Back or Cancel) restores the search term, but the Clear search icon is not displayed. 
 
   
 Solution 
 
 Updated the search control to correctly toggle the Clear search icon when restoring a search term, ensuring it is visible if a search term is present.  
 
   
 Migrate V8 SMS sending to V9 (#135406) 
 Problem 
 
 When sending SMS in v8, using V10 requires additional zoom setup and credits. The SMSs sent for V10 are not consolidated on V9's statistics, making it difficult to see an overview and manage from a single platform 
 
   
 Solution 
 
 In V8, when an SMS message is sent to Zoom Connect, rather send it to the new V9 API endpoint as with the V9 email endpoint, so that the actual sending is handled by V9. 
 The SMS schedules and templates remain on V8; only the actual sending should be moved to V9 
 
   
 
 Master Data 
 Include Identity API in GetMasterDataClientWithoutInterceptor (#148163) 
 Problem 
 
 The system infinitely loads the Data within the Section "Master Data" on Translations 
 
   
 Solution 
 
 Include the Identity API in GetMasterDataClientWithoutInterceptor, so that the calls do not fail 
 
   
 
 SSO 
 Use a consistent username for URL and Security Key (#148159) 
 Problem 
 
 The username used in the URL, and the one used when generating a Security Key were different, which caused issues when usernames changed, and the cache was busted  
 
   
 Solution 
 
 Use the same new username for both the URL and the Security Key generation 
 
   
 
 People Management 
 Moving profile picture upload functionality to the save button (#148106) 
 Problem 
 
 When uploading a new profile image and clicking Save, the image is not saved. The image is only saved if a compression option is selected. 
 
   
 Solution 
 
 Updated the save process so that the profile image is uploaded and saved when clicking Save. Selecting a compression option now only updates the preview and determines which version of the image will be saved. 
 
   
 Removing tab reset when changing from card to grid view (#147905) 
 Problem 
 
 When switching to Grid View while on the Terminated tab, the page switches back to the Active tab. The selected tab should remain unchanged and continue displaying terminated employees. 
 
   
 Solution 
 
 Updated the view change logic to preserve the selected tab when switching views. 
 
   
 Updating the input for image upload to look the same as document upload (#148107) 
 Problem 
 
 Uploading a profile picture in People Management uses a standard file input, which is not consistent with other file upload components in the system.  
 
   
 Solution 
 
 Updated the profile picture upload to match the look and feel of the document upload components in People Management, ensuring a consistent user experience 
 
   
 Default 'Keep Position Active' to true (#148226) 
 Problem 
 
 Keep Position Active defaults to false when terminating employees  
 
   
 Solution 
 
 Default 'Keep Position Active' to true 
 
   
 ListManager Subordinates returns future-dated employees (#146082) 
 Problem 
 
 The list manager subordinates endpoint returns future employees. 
 
   
 Solution 
 
 Add the missing check to ensure the Start date is before the day the API was called. 
 
   
 People Groups - 2. Immediate Materialisation of users after affecting action (#145471) 
 Problem 
 
 When information is changed that affects the people in the people group, the specific people are not added or removed from the people group without recalculating the whole people groups 
 Areas that trigger this action
 
 Appointing a new person 
 Transferring a person to a new position 
 Terminating a person 
 Moving an org node to another node 
 Changing the job grade on a job profile 
 Changing the manager of a person 
 
 
 
   
 Solution 
 
 Immediate Materialisation:
 
 The changes to linked conditions to people groups will do an initial calculation to determine the people groups affected 
 The conditions to evaluate are Org, JobProfile, JobGrade, People, Custom Conditions 
 Add a new command in job profiler-MaterialisePeopleGroupUsers- Consider splitting this into separate commands per type of immediate materialisation. 
 
 
 
   
 As an End-user and Administrator, I only want my Known As Name displayed (Should I have a Known as name) so that my preferred name is visible and used throughout the People Management module. (#142749) 
 Problem 
 
 As an End-user and Administrator, I only want my Known As Name displayed (Should I have a Known as name) so that my preferred name is visible and used throughout the People Management module. 
 
   
 Solution 
 
 Adding a helper that generates names and extended tooltip names based on given rules. 
 Using the helper on people management to get proper names and tooltips in the view models. 
 Adding newly generated name and new tooltip to the following locations:
 
 Landing Page -> My Profile 
 People Management -> My Team 
 People Management -> My Department 
 People Management -> My Company 
 People Management -> View / Edit People -> Card View 
 People Management -> View / Edit People -> Grid View  
 
 
 
   
 
 Identity and Authorisation 
 Fixing lockout modal not opening issue (#148363) 
 Problem 
 
 When a Tenant reaches or passes its close date and is configured to lock, users are correctly prevented from logging in to the ruleset. However, no message is displayed to inform the user that access has been locked. 
 
   
 Solution 
 
 Updated the modal trigger logic to align with the MDB modal implementation, ensuring the lock message is displayed when login is blocked. Users are now shown an appropriate message explaining that the system has been locked.  
 
   
 
 Imports 
 Updated Event Scheduling import templates to contain "Rules" sheet (#148487) 
 Problem 
 
 The old templates did not have the "Rules" sheet. 
 
   
 Solution 
 
 Added the templates with the "Rules" sheets  
 
   
 
  

Version 9.1.227.1 (Support Release - 12 May 2026)
Identity and Authorisation  
 Fixing lockout modal not opening issue (#148363) 
 Problem 
 
 When a Tenant reaches or passes its close date and is configured to lock, users are correctly prevented from logging in to the ruleset. However, no message is displayed to inform the user that access has been locked.  
 
 
 Solution 
 
 Updated the modal trigger logic to align with the MDB modal implementation, ensuring the lock message is displayed when login is blocked. Users are now shown an appropriate message explaining that the system has been locked. 
 
 
 
 People Management 
 Fix the Custom People Group condition count incorrectly, including excluded conditions (#147342) 
 Problem 
 
 When a Custom People Group has both include and exclude conditions, the system was counting all conditions together when deciding if a user qualifies. So if a group had 2 include conditions and 1 exclude condition, a user had to match all 3 to be included - meaning valid users were wrongly dropped because they didn't also match the exclusion rule. 
 
 
 Solution 
 
 The system now includes and excludes conditions separately. A user, only 8 days ago, needs to match all include conditions to be added to the group, and separately, if they match an exclude condition, they are removed. These two checks no longer interfere with each other.

Version 9.1.227 (4 May 2026)
People Management 
 Link the Address section to the required field, and implement required address import validation (#148420 & #148425) 
 Problem 
 
 Address section (not on summary page), not yet linked to required field setup. Also, import validation doesn't fire for missing required address fields 
 
   
 Solution 
 
 Link the Address section to the required field, and implement required address import validation 
 
   
 Improve people management search functionality and add ID and passport number to Materialised Users (#146799) 
 Problem 
 
 People management search functionality needs improvements for score-based relevance searching, and to search on ID number and passport number 
 
   
 Solution 
 
 Add ID and passport number to Job Profiler materialised user to enable searching, and improve all 4 people management SQL queries to include improved score-based searching 
 
   
 Fix Long username overflows to the side on a Person's User Card (#146219) 
 Problem 
 
 Long username overflows to the side on a Person's User Card 
 
   
 Solution 
 
 Ensure that long names do not overlap by introducing a popover with ellipses  
 
   
 Fix People linked to a role navigation not working to go back (#147781) 
 Problem 
 
 People linked to a role navigation not working to go back 
 
   
 Solution 
 
 Ensure that when clicking the back button from people linked to either product roles or people group that, it navigates you back  
 
   
 Resolve people group panes that do not clear correctly when navigating between them (#147818) 
 Problem 
 
 When switching between "Included"/"Excluded" and "People"/"Grouped Conditions", the wrong information/tables are displayed  
 
   
 Solution 
 
 Resolve people group panes that do not clear correctly when navigating between them 
 Added hideChildPanes() to clear all child panes (fixes the original bug — grouped conditions content not clearing). 
 Added $(targetPane).addClass('active show') immediately after to manually re-show the clicked tab's target pane, since MDB's pill listener fires first and we override it. 
 Reused the targetPane variable in the #v-pills-query-conditions check to avoid calling attr('href') twice. 
 
   
 Resolve issue where non-people administrators received errors when updating users to whom they have access via custom people group permissions (#146966) 
 Problem 
 
 When a user has been given people edit permissions via a custom people group, the editing of the user's details only partially succeeds. 
 The authorisation on Identity is checking whether the acting user has the people management administrator role and is not taking the PG permissions into account.  
 
   
 Solution 
 
 Added authorisation check on Identity service to perform an auth check that determines whether the user is editing their own profile, whether a people administrator or whether allowed to edit based on supplied permission type. 
 For this also necessary to ensure that the logged-in user's permissions are always set in the cache and not just in the session, when the gRPC context is made to identify the HTTP context's session, which is no longer available to retrieve the permissions from, so it must rely on the cached value. 
 
   
 Resolve duplicate loads of the default child menu when clicking on the parent menu under people management admin (#147833) 
 Problem 
 
 Long loading times with certain menu items under the people management admin page  
 
   
 Solution 
 
 Resolve duplicate loads of the default child menu when clicking on the parent menu under the People Management admin 
 
   
 
 Event Scheduler 
 Fix scroll drag on event list view (#148222) 
 Problem 
 
 When a user scrolls on the page, the system drags and has a delayed response  
 
   
 Solution 
 
 Fix the styling on the page so that the elements on the list view page fill it better, so that only the list view scrolls instead of the entire page 
 
   
 Ensure facilitators can view events they are facilitating and also update attendance (#148265) 
 Problem 
 
 Facilitators could not view events they were facilitating, and as a result, could also not update attendance. 
 
   
 Solution 
 
 Ensure facilitators can view events they are facilitating and also update attendance  
 
   
 
 Report Builder 
 Fix drop-down spills over the accordion and activates a scroll bar (#147795) 
 Problem 
 
 Drop-down spills over the accordion and activates a scroll bar  
 
   
 Solution 
 
 Ensure the drop-downs do not spill over the accordion  
 
   
 
 ChatBots 
 Ensure selected person details are available in JS for the bot - specifically for Replacements via bot (#142989) 
 Problem 
 
 Replacements via the bot do not expose the user selected for replacement  
 
   
 Solution 
 
 Ensure selected person details are available in JS for the bot - specifically for Replacements via bot  
 
   
 
 People Groups 
 Resolve issues on org unit and custom people group treeview selections (#148080) 
 Problem 
 
 Indicators and tooltips on the org structure treeview displaying whether Org PG exists weren't displaying.  
 Nothing happened when clicking on either of the icons to create the org unit 
 Org unit selection when adding org to Custom PG's Grouped Conditions was not working correctly, due to a functionality collision between the Org Type PG treeview functionality and the Custom PG org grouped condition functionality. 
 
   
 Solution 
 
 Recent changes to retrieve org nodes per level did not return the required single/multi-node pg classes needed to display colour and tooltips on relevant icons. Added this calculation to the query.  
 Confirmation modal was missing from the page that requests the user to confirm the creation/linking of a node to PG. Tooltip triggers were not triggering on the icon, so I moved them to the wrapping span of the icon.  
 Modifications to the JS handlers to correctly send through the Custom PG ID to which org must be linked or create a new ORG PG if applicable, and take no action when already linked/created.  
 Changes to the Grouped Condition for Org units query to calculate positions depending on whether to include sub-nodes or only have the main node.  
 Additional correction on query to allow adding org unit again, depending on whether it should include child org nodes, also corrected to display "(Excl. sub org units") on those that do not include sub org nodes. 
 
   
 Fix bug on icon highlight on org unit pg. (#148080) 
 Problem 
 
 On the previous fix, the org unit PG is reflecting the custom PG node if selected.  
 
   
 Solution 
 
 Resolve the issue to have the org unit PG only show when the org unit is the actual PG.  
 
   
 
 Identity and Authorisation 
 Fixed styling of registration page (#147892) 
 Problem 
 
 There are no margins on the registration page breaks when some elements are not displayed. 
 The width of the main container changes when some fields are not displayed.  
 
   
 Solution 
 
 Adding margin where needed on the page and ensuring the container does not resize when making changes. 
 
   
 Fixed styling of registration page (#147892) 
 Problem 
 
 There is no margin between the Job Profile Disclaimer and the Captcha. The 'Location in Organisation' and 'Job Title' fields do not scale with horizontal page size. 
 
   
 Solution 
 
 Adding margin after the Job Profile Disclaimer field and ensuring the 'Location in Organisation' and 'Job Title' fields scale with horizontal page size.  
 
   
 
 Job Management 
 Resolve the positions footer that disappears when navigating to other tabs (#147804) 
 Problem 
 
 The “+ New Position” button at the bottom disappears after navigation, and refreshing the page brings the button back  
 
   
 Solution 
 
 Resolve the positions footer that disappears when navigating to other tabs 
 
   
 Update recruitment HR process post approval default URL (#147843) 
 Problem 
 
 The additional service API URL already contains 'api'  
 
   
 Solution 
 
 Remove 'api' from recruitment relative URL  
 
   
 Fixing date ordering of appointment tables (#147134) 
 Problem 
 
 When the date format used for the appointment start and end dates in the appointments tables is lexicographically unsortable (dd/mm/yyyy), the appointments are not sorted correctly. 
 
   
 Solution 
 
 Ensure the date values used to sort the appointment rows are lexicographically sortable (yyyy/mm/dd) even though the culture uses lexicographically unsortable dates (dd/mm/yyyy or yyyy/dd/mm). 
 
   
 
 Imports 
 Corrected User Import field length validation (#148173) 
 Problem 
 
 Field length validations on the user import were not correct for all the import fields.  
 
   
 Solution 
 
 Corrected the length validations. 
 
   
 Ensuring that the link to download the User Validation Report is shown for PowerShell imports as well (#146598) 
 Problem 
 
 The link to download the User Validation Report is not shown for PowerShell imports. 
 
   
 Solution 
 
 Adding PowerShell imports to the list of reports that should show the User Validation Report button. 
 
   
 
 Notifications 
 Skip to-be-sent records when there are no valid recipients (#147877) 
 
 Ensure that we do not add "empty" to-be-sent records when there are no recipients. This was done for auditing purposes, but it causes a very large growth in the table. Rather, just log it instead.  
 
   
 
 Tenant Management 
 Adding togglable pagination session store and restore (#142318) 
 Problem 
 
 On the Tenants page, pagination is not retained after editing a tenant. When returning to the list, all filters and paging are reset. 
 
   
 Solution 
 
 Added session storage support to the global search control, allowing filters to be preserved where required. 
 This feature can be enabled per data table and is disabled by default. It has been enabled for the Tenants page, ensuring that filters(search terms) are restored when navigating back to the list. 
 
   
 
 Dashboards 
 Adding refresh on Banner Modal open (#146695) 
 Problem 
 
 When a user updates selected images and then either saves or cancels, the modal closes as expected. 
 However, when the modal is reopened, the image list is not refreshed. 
 This can result in outdated or incorrect data being displayed, including unsaved changes after cancelling or incorrect image order after saving.  
 
   
 Solution 
 
 Ensure the image list is refreshed every time the modal is opened, so it always reflects the latest saved state from the database. 
 This prevents stale or incorrect data from being displayed after cancel or save actions.  
 
   
 Replace all TinyMCE implementations with Sync Fusion rich text boxes (#146565) 
 Problem 
 
 TinyMCE WYSIWIG (rich text boxes) is not free anymore. Replace all components with Sync Fusion WYSIWIG 
 
   
 Solution 
 
 Create a reusable JavaScript component for Sync Fusion rich text boxes, and replace all existing TinyMCE components on Razor pages, and 1 page on React. 
 Affected pages:
 
 Ruleset | Dashboard Widgets | Add custom - 1 component 
 Ruleset | System Access | 3 components (1 is only available on Ruleset 1) 
 Ruleset | Communications | Add template - 2 components 
 Ruleset | Communications | Email Setup - 2 components 
 Job Management | Select Job | Disclaimer - 1 component 
 System help page (V8) | Edit help page information - 1 component 
 System help page (V8) | Edit virtual tours - 1 component 
 Learning Management | Open subject | Class/Group | Attendance Register | Send email notification (Mark as absent) -1 component  
 
 
 
   
 
 Data Warehouse 
 Updated script C_03585_99999_monDatawarehouseJobResultsReport.sql (#142737) 
 Problem 
 
 The newly added SSIS Packages are not included in the DWH Job Results email  
 
   
 Solution 
 
 Added the new SSIS Packages within the DWH Job Results email 
 
   
 
 API 
 Default attendance register to absent (#147668) 
 Problem 
 
 A request has been submitted that attendance registers be defaulted to absent  
 
   
 Solution 
 
 Update the SQL script to default to absent 
 
   
 Ensure font configs register at build time (#147982) 
 Problem 
 
 Docx to PDF conversion still failing when charts and maths equations are in the docx 
 
   
 Solution 
 
 Ensure font configs register at build time by adding a command to Docker 
 
   
 
  

Version 9.1.226 (4 May 2026)
Communication Portal 
 Resolved Master Data deletion relation being slow (#147642) 
 Problem 
 
 SQL cursor performance issue checks every FK relation before attempting to delete the master data item  
 
 
 Solution 
 
 SQL improvement to minimise the cursor and a single select to determine any relations 
 
 
 Resolved red-dot appears after reading messages (#147066) 
 Problem 
 
 When a message is sent, the end user receives it, and there are local-storage checks to keep track so as not to always hit the database to refresh. But never reset when opening the modal to set the local key, even if the server/database side has been updated to read 
 
 
 Solution 
 
 Corrected logic to update values when opening the modal 
 
 
 Resolved notification not being sent out (#147971) 
 Problem 
 
 RecipientUserId is needed in the notification service, which the communication portal is not passing through  
 
   
 Solution 
 
 Added a change to send through the userId for the recipientUserId 
 
   
 
 API 
 Ensure font fallbacks work on file conversion (#147982) 
 Problem 
 
 The Docker file is missing some dependencies needed for font fallbacks. 
 
 
 Solution 
 
 Add dependencies needed for font fallbacks to the Docker file. Also, improve the code for the fallback to be more robust. 
 
 
 Add embedded fonts for sync fusion to use on the Linux server for docx to PDF conversion (#147982) 
 Problem 
 
 Word (docx) files don't display content when converted to PDFs 
 
 
 Solution 
 
 Add embedded font types to the Linux server for Sync Fusion to use in conversion. Also, remove previously added debug logs 
 
 
 Fix successful logins logged as failed attempts (#147675) 
 Problem 
 
 When logging in successfully multiple times in quick succession, logins are blocked (successful logins marked as unsuccessful attempts) 
 
   
 Solution 
 
 Do a check to see if the login was successful, or if the successful login is being routed to the disclaimer required before logging the attempt 
 
   
 
 Imports 
 Serve PaySpace user export as a stream (#146311) 
 Problem 
 
 Large payspace clients experience the following issue: StatusCode="ResourceExhausted", Detail=" Received message exceeds the maximum configured message size.") Multiple pull requests are also processed using unnecessary resources.  
 
 
 Solution 
 
 Change ListUsersExportPerDatePayspaceAnonymous to a server-streaming RPC and update server/client code to stream users in batches. 
 The ExportData proto and ExportDataServiceV1 now stream UserExport responses (batched at 1000) and write each batch to the response stream. 
 The Import API handler was updated to consume the async server stream from JobProfiler, aggregate users, and adapt logging to per-user transactions. 
 Also injected IImportQueries and added a check to prevent concurrent PaySpace pull imports (logs a fatal error and aborts if an active import exists). 
 Miscellaneous fixes: improved null-safety and mappings when building UserExport payloads and adjusted log messages. 
 
 
 Improve Payspace performance when fetching employee positions and extend logging in Payspace implementation (#146311) 
 Problem 
 
 When pulling a large number of positions from PaySpace, it takes a very long time and fails. Logging is limited to debugging the PaySpace API calls and results 
 
   
 Solution 
 
 Introduce several improvements and refactorings to the PaySpace user details import flow, focusing on simplifying data handling, improving logging, and enhancing error/warning reporting. 
 The changes include updates to proto files, removal of unnecessary dependencies, streamlining of collection operations, and improved logging for better traceability and maintainability. 
 Reduce the fields selected from the position call and implement parallel tasks to speed up processing by 5 
 
   
 
 People Groups 
 Correct problem with user people group fetch excluding appointments that end on the current day (#147959) 
 Problem 
 
 When a user's appointment ends on the current day, then no people groups are returned on which the user is a part of, resulting in no menu items being displayed. 
 
 
 Solution 
 
 Correct the filter condition on the query to consider the end date of the appointment as inclusive. 
 
 
 
 Dashboards 
 Adding filter info and refreshing image list on upload and delete (#146695) 
 Problem 
 
 Users are not aware that older banners still exist and can be accessed via the search field, as the list is now limited to 21 banners and older items are no longer shown by default. 
 When new images are uploaded, they are automatically selected, which can result in more than the maximum of 5 banners being selected. 
 In addition, uploads can cause the displayed list to exceed the 21-item limit. 
 When images are deleted, the list may drop below 21 items, but older banners are not automatically loaded to fill the available space (where available). 
 
 
 Solution 
 
 Added an information section at the bottom of the modal to inform users that older banners can be accessed via the search field. 
 Uploads will continue to auto-select new images, but the oldest selected image will now be automatically deselected to enforce the 5-banner limit. 
 Uploading and deleting images now trigger a refresh from the database, ensuring the displayed list remains accurate and up to date. 
 
 
 
 Job Management 
 Update default required fields for requisition HR process level actions (#142989) 
 Problem 
 
 HRPRactitionerId should not be required for the post approval actions 
 
 
 Solution 
 
 Remove HRPractionerId as required  
 
 
 
 Data Warehouse 
 Updated AbsentAttendance for lmTermResults (#147669) 
 Problem 
 
 AbsentWithExcuse needs to be excluded from the absent calculation 
 
 
 Solution 
 
 Updated the Attendances calculation step to only select Attendances where they are equal to "Absent" 
 Added a step to only fetch attendance records for the current year 
 
 
 Adjustments made within lmEmployeeTrainingRequirementsMatrix (#146700) 
 Problem 
 
 The data is not refreshing as expected within the lmEmployeeTrainingRequirementsMatrix when using the date filter 
 
 
 Solution 
 
 Adjusted the lmEmployeeTrainingRequirementsMatrix DWH Step to do a full refresh only in the morning, and skipping the staging table step 
 
 
 Corrected the Update step for jpAppointments (#144482) 
 Problem 
 
 The Appointments did not update correctly due to how joins were implemented 
 
   
 Solution 
 
 Corrected the join to ensure that the existing Appointments are updated correctly 
 
   
 Adjustments made within accPAYU tables (#147540) 
 Problem 
 
 RulesetID, RulesetName and SchemaID need to be added and populated within accPAYUSummary  
 The accPAYE tables need to be run and populated on the 21st of each month 
 
   
 Solution 
 
 Added new fields RulesetID, RulesetName and SchemaID within accPAYUSummary  
 Adjusted Container package to execute on the 21st of each month  
 Adjusted the Cursor that it runs per DBName and SchemaID  
 Added fields DateFrom and DateTo  
 Resolved issue where #Totals needs to be done by using #TempOutputWithRowNumber  
 Corrected ActivityStart 
 
   
 
 Master Data 
 Resolve template propagation for prior partial copies (#147828) 
 Problem 
 
 Some email templates are not copied to the newly created ruleset. 
 
 
 Solution 
 
 Resolve the problem with partial job runs where templates were not copied, preventing templates from being copied in subsequent job runs. 
 Root cause:
 
 newEvents, newRecipients, and newSchedules only contain items added in the current job run. If a prior run was partially completed (e.g. events/recipients were saved, but templates weren't), these lists are empty, and the existing fallback (existingEvent from template navigations) is also empty since there are no existing templates yet. 
 
 
 Fix — both CopyRecipientsAsync and CopyTemplatesAsync:
 
 Fetch all target-ruleset entities directly from the DB (allTargetEvents, allTargetRecipients, allTargetSchedules) at the start of each method. 
 Merge those with newEvents/newRecipients/newSchedules into allAvailable* lists, deduplicating by Id to avoid double-entries. 
 Resolve linked entities from allAvailable* first by PropagatedFromId, then fall back to a code/name match — this handles the partial-run scenario where PropagatedFromId lookup would have been the only path before. 
 
 
 
 
 
 Ruleset Management 
 Remove Google country api (#147832) 
 Problem 
 
 When opening the general table, a call is made to select the current user's country and then set the rulesets 
 
   
 Solution 
 
 Remove the Google location API feature; the user must select the country themselves. 
 
   
 Default decryption for clientSecret on the payroll model (#147782) 
 Problem 
 
 Connector execution fails due to failing decrypting of ClientSecrets 
 
   
 Solution 
 
 Default decryption for clientSecret on the model itself, so it doesn't need to be manually decrypted 
 
   
 Correct theme generation due to flatdatepicker styles (#147900) 
 Problem 
 
 The theme selected cannot be generated due to the flatpicker CSS in the site's Sass file. 
 
   
 Solution 
 
 Add support for the Flatpickr date picker library by including its CSS in the project. The main changes involve updating resource management and layout files to ensure the Flatpickr styles are available throughout the application. 
 
   
 Add the dropdown-toggle class to the dropdown button and hide the caret that is automatically added (#146588) 
 Problem 
 
 The click event on the kebab (Actions) menu icon is no longer firing 
 
   
 Solution 
 
 Add the dropdown-toggle class to the dropdown button and hide the caret that it adds automatically  
 
   
 
 Organisational Structure 
 Fix import creating duplicates (#147839) 
 Problem 
 
 When importing org nodes, blank intermediate org levels are incorrectly replaced with the root node name while building the org path. That produces paths like `Client0001 | Client0001 | Packaged Gases | Sales`, prevents matching the existing node, and can lead to duplicate org nodes being created. 
 
   
 Solution 
 
 Only fall back to the root node name for the first org level. Blank intermediate levels are skipped when building the org path, so the generated path matches the existing hierarchy, and the importer can reuse the correct node instead of creating a duplicate. 
 
   
 
 Notifications 
 As a user receiving a notification, I want the URL to have my Theme URL (#145940) 
 Ensured that the following notifications take the current theme key from the user acting, which results in the notification: 
 
 Welcome Notification 
 Reset Password 
 New Person Registered 
 Approve Registration Request 
 Registration Request has been approved  
 
   
 
 Learning Management 
 Fix marksheet save and continue navigation (#147137) 
 Problem 
 
 When a user had unsaved marks and chose Save and Continue, the page sometimes tried to reload the current marksheet and move to the next page at the same time. That clash caused the screen to go blank, and the user lost navigation.  
 
   
 Solution 
 
 The save process was changed so that, when the user clicks Save and Continue, the system now saves the work and then moves on directly instead of trying to reload the current page first. This prevents the blank screen and keeps navigation working properly. 
 
   
 Fix translation for marks save error (#147342) 
 Problem 
 
 When someone tried to save marks, and a duplicate mark already existed, the system showed a confusing technical error message instead of a clear explanation. 
 
   
 Solution 
 
 Updated the system so it now shows a proper user-friendly message for that save error, making it clear what went wrong instead of exposing technical text. 
 
   
 
 People Management 
 Adding optional close on backdrop click to ManagePersonModal (#147824) 
 Problem 
 
 Remove the static backdrop and allow the user to close the modal by simply clicking away from it. 
 
   
 Solution 
 
 Adding a boolean to give us the ability to toggle this functionality on and off, since this component is used on multiple different pages. Toggling it on for the People Management page. 
 
   
 Ensure user session timeout can be set via configuration (#147837) 
 Problem 
 
 User session timeout is hard-coded to 20 minutes.  
 
   
 Solution 
 
 Get session timeout value from configuration/appsettings and also increase the default to 60 minutes 
 
   
 
 Performance Management 
 Resolved master data searching Perspective (#147640) 
 Problem 
 
 When searching perspective, it results in data, but within the mapping, it fails due to the first check instead of returning a default value. 
 Enum value being forced and throws.  
 
   
 Solution 
 
 Corrected returning type of tuple null, null 
 
   
 Resolved check-in dial phases (#147902) 
 Problem 
 
 On the overall summary check-in dial can not be opened unless ratings have been confirmed, discussion resulted in removing the requirement that ratings should be completed. When a dial is clicked to view the ratings, even if the rating phase is no longer active, it can still be edited  
 
   
 Solution 
 
 Removed ratings completed requirement. Added Check-Ins phase active check to pass through that ensures if the edit modal can be opened or not 
 
   
 
 Event Scheduler 
 Adding a badge to show your booking Reference number (#146254) 
 Problem 
 
 The system should show “Your Booking Reference Number” somewhere when clicking on an upcoming event 
 
   
 Solution 
 
 Adding a badge with “Your Booking Reference Number” next to the event heading/title 
 
   
 Add more default booking reasons plus seed to other rulesets (#146251) 
 Problem 
 
 Limited booking reasons and master data are not seeded 
 
   
 Solution 
 
 Add more default booking reasons, plus seed to other rulesets  
 
   
 
  

Version 9.1.225 (4 May 2026)
People Management 
 Catching and handling error occurring when terminating inactive person (#146377) 
 Problem 
 
 When attempting to terminate a user without an active appointment, a “We’re Sorry” page is displayed.  
 
 
 Solution 
 
 A message is now shown instead, clearly explaining the issue without redirecting to the “We’re Sorry” page 
 
 
 Implement a unique field configuration on the ESS settings (#144890) 
 Problem 
 
 Cannot define Username, Id Number, Passport Number, Employee Code, and Email as unique for the ruleset using ESS settings 
 
 
 Solution 
 
 Introduce enhanced uniqueness validation for user-related operations, ensuring that users cannot be created or updated with duplicate key identifiers (such as username, employee code, ID number, passport number, or email) within the same ruleset, according to the ESS setup's unique field configuration. The changes span updates to the data model, gRPC contracts, and command handlers to support this feature. 
 
 
 Resolved transfer user data validation bug (#147063) 
 Problem 
 
 When the termination date is before the appointment date when transferring a user to another ruleset, the validation happens, but no message is displayed. The validation was appearing, but instantly hiding itself again. 
 
 
 Solution 
 
 Just ensured that the validation message is not hidden directly after being displayed. 
 
 
 Limit My Department users to only active appointments (#147835) 
 Problem 
 
 Users are duplicated per appointment on the My Department page. The duplicated user is also added as a phantom user when switching tabs on people management, like view/edit people.  
 
   
 Solution 
 
 Limit My Department users to only active appointments. Duplicate user IDs break the key attribute on React components, causing it not to clear the list properly when switching tabs 
 
   
 
 Data Warehouse 
 Updated manual step for lmTermResults (#147814) 
 Problem 
 
 Currently, the DWH will remove any entries within TermResults if the Average is equal to 0 
 
 
 Solution 
 
 Updated manual step for TermResults by removing the delete step where the average is equal to 0 
 
 
 Added step to update existing fields within Data Dictionary (#142732) 
 Problem 
 
 Fields Selectable and Searchable are not available to select within ReportBuilder for Job Positions 
 
 
 Solution 
 
 Update fields to be Selectable and Searchable for JobPositions within ReportBuilder 
 
 
 Added step to remove duplicate entries within pdmContractPeriodActionPlans (#142737) 
 Problem 
 
 The DWH table pdmContractPeriodActionPlans does contain duplicate entries based on how the source query is structured 
 
 
 Solution 
 
 Added a step to remove duplicate entries within pdmContractPeriodActionPlans if the fields ContractPeriodActionPlanID, ContractID and ContractPeriodID are the same 
 
 
 
 Job Profiler 
 Future and past subordinates being returned (#146082) 
 Problem 
 
 Subordinates are being returned for ListManagerSubordinatesAsync who are not active employees. 
 
 
 Solution 
 
 They still had the CurrentPosition = 1 flag. Added the EndDate check for an appointment to filter on present appointments. 
 
 
 
 Dashboards 
 Updating Main Dashboard banner search functionality on Banner Modal (#146695) 
 Problem 
 
 On the banner selection pop-up, having many banners causes the buttons to move off-screen. When scrolling to reach the buttons, the search bar is no longer visible. Large images can also make the page slow and unresponsive.  
 
 
 Solution 
 
 Updated the layout so the banner list is scrollable, keeping the search bar and buttons visible at all times. 
 Search results are now limited to 21 banners for better performance. 
 Selected banners will always be included in the results, along with any that match the search term. 
 Results are ordered with selected banners first, followed by the most recently uploaded banners 
 
 
 Adding a clear button to the search field (#146522) 
 Problem 
 
 The search field does not have a clear button. 
 
 
 Solution 
 
 Add an eraser icon to clear the search field 
 
 
 
 Event Scheduler 
 Changed ScheduleComponent event handlers to useCallback to prevent re-render errors (#146447) 
 Problem 
 
 A blank calendar page appears after opening the "Multiple Event Booking" modal and then cancelling/closing it again. 
 
 
 Solution 
 
 Improved how the calendar handles updates when opening and closing popups. This ensures the calendar stays visible and continues to display events correctly instead of disappearing or showing a blank screen. 
 
 
 
 Tenant Management 
 Adding session storage and restore functionality to global search (#142318) 
 Problem 
 
 On the Tenants page, search filters are not retained after editing a tenant. When returning to the list, all filters and paging are reset. 
 
 
 Solution 
 
 Added session storage support to the global search control, allowing filter to be preserved where required. This feature can be enabled per data table and is disabled by default. It has been enabled for the Tenants page, ensuring that filters(search terms) are restored when navigating back to the list.  
 
 
 
 Content Management 
 Add functionality to convert HTML to Word and replace placeholders in a PowerPoint presentation (#145071) 
 Problem 
 
 Functionality required to update a PowerPoint presentation. 
 
 
 Solution 
 
 Added functionality to replace placeholders on a PowerPoint presentation. Also added a function to convert HTML to a Word document. 
 
 
 Fix typos in document placeholder descriptions (#147637) 
 Problem 
 
 Some of the placeholders had typos in the translation description. 
 
 
 Solution 
 
 Fix translation descriptions in placeholders 
 
 
 
 Imports 
 Add additional unique field validation to pre-import validation (#144890) 
 Problem 
 
 Correct creation and update of unique user fields in import 
 
 
 Solution 
 
 Refine the error messages for user creation and update failures in the `ImportUsersCommandHandler` to provide clearer and more accurate information about conflicts due to existing users. The changes clarify that the conflict is with another user and improve the details shown for matching fields. 
 
 
 Implemented immediate employee sync (#143194) 
 Problem 
 
 When a new user is created, it is not immediately imported into V8 unless an entire import is kicked off  
 
 
 Solution 
 
 Added a change after a new user creation happens, create a user import for that username to V8 
 
 
 Add additional unique field validation to pre-import validation (#144890) 
 Problem 
 
 When importing users with the same fields, that is still unique, it is still allowed 
 
 
 Solution 
 
 Introduce a Unique flag on SelfServiceSetting and wire it through the validation pipeline to support uniqueness checks for Email, ID Number, Passport Number and Employee Code. Precompute per-field value counts and a uniqueFields map in UserDetailsValidationService, and add duplicate-value checks that emit validation errors when a field marked unique is duplicated. Update all SelfServiceSetting construction sites to pass the new Unique flag and adjust related method signatures. Add unit tests covering unique-field scenarios and update existing tests accordingly. 
 
 
 
 Notifications 
 Adjusted character count for masking rule (#147452) 
 Problem 
 
 Development was done to do character masking with 1 character count, request to do a 2-character count display 
 
 
 Solution 
 
 Added new rules to do character counts, should there be enough characters, 2 prefix shown, masked in between, and the last 2 characters are displayed 
 
 
 
 Performance Management 
 Change score when review setup and item not in use (#145198) 
 Problem 
 
 When a user has added a rating scale, they can not change the score, as there are business rules defined for this 
 
 
 Solution 
 
 Allow a user to only change the score on an item if the review setup has not been used within a contract, and add a safety check within the command to check that the review item has also not been used yet 
 
 
 Resolve sanitisation problem by handling newlines properly for data table and textarea (#147709) 
 Problem 
 
 Break tags shown on the add/edit modal of KPI, KC review section items 
 
 
 Solution 
 
 Resolve sanitisation problem by handling newlines properly for the data table and the textarea. Items saved from the modal are saved with new line chars \r\n. The sanitiser converts these to break tags that display correctly on the data table. When opening this in the modal again, the breaks are shown in the text area. Added helper functions to replace breaks with newlines when opening the modal and vice versa when saving from the modal 
 
 
 
 Workplace Assessment App 
 Implemented new endpoint for Observation app to upload stream file content (#143882) 
 Problem 
 
 Endpoints created to allow the observation app to stream files, large files to service, due to http2 endpoints not being able to make public, normal http1 api transcoding takes place. But with large files, this causes timeouts and stream errors, for example, 60mb to be converted to a base64 string fails  
 
 
 Solution 
 
 Added a new endpoint and proto to accept a streamed body file and use that to then send for the next method. Add a new app setting to allow/regulate the upload max file size 
 
 
 
 Master Data 
 Resolved master data items being searched (#147640) 
 Problem 
 
 When searching for a master data item, the global search text is not passed through, resulting in no value sent to the master data service. This results in the top 50 records, where after those server results are returned to the page, it only filters client side from the 50, hence why not all records are returned  
 
 
 Solution 
 
 Add a correction to also search for the query string, as those values are not part of form data when posted from the jQuery table 
 
 
 
 Learning Management 
 Log mark audit failures and incorrect audit table names (#147362) 
 Problem 
 
 Users could accidentally save duplicate marks on the Marksheet by clicking the Save or Inherit Marks buttons multiple times before the request is completed. This caused errors that were either silently swallowed or shown as a confusing technical message with no guidance on what to do next. 
 
 
 Solution 
 
 Duplicate prevention (frontend)
 
 The Save and Inherit Marks buttons are now disabled while a request is in flight, preventing the user from submitting the same marks more than once. 
 
 
 Duplicate prevention (database)
 
 Two partial unique indexes have been added to the `Marks` table to enforce that a learner can only have one mark per assessment per cycle at the database level — a safety net even if multiple requests arrive simultaneously. 
 Existing duplicate rows are cleaned up as part of the migration (keeping the most recently edited entry). A backup of the `Marks` table is taken before any changes are made. 
 
 
 Meaningful error messages
 
 When a duplicate mark is detected, the user now sees a clear message: _"A mark for this user already exists. Please reload the page to see the latest marks."_ 
 All other save/inherit failures show the server's error details (if available), followed by "Please reload the page and try again."_ so the user always knows the next step. 
 If there is no specific error detail, only the reload instruction is shown — no empty or generic filler text. 
 
 
 
 
 Add idle auto-save and unsaved changes warning to Marksheet (#147137 & #147138) 
 Problem 
 
 When teachers or administrators are entering marks on the Marksheet, their work can be lost if they:
 
 Step away from their computer without saving 
 Accidentally navigate away from the page or close the browser tab 
 Get distracted and forget to click Save 
 
 
 There was no safety net to protect unsaved mark entries, which could result in having to re-enter all the data again 
 
 
 Solution 
 
 Idle Auto-Save
 
 The system now automatically saves mark changes after a period of inactivity (defaulting to 5 minutes). If a user steps away or gets distracted, their progress is saved in the background without any action required. This behaviour can be configured or disabled via application settings. 
 
 
 Unsaved Changes Warning
 
 If a user tries to navigate away from the Marksheet while there are unsaved changes, a clear warning message is shown asking whether they want to save, discard, or stay on the page - giving them full control and preventing accidental data loss. 
 
 
 
 
 
 Communication Portal 
 Resolved member count (#147597) 
 Problem 
 
 User count not returned for group discussions 
 
 
 Solution 
 
 Re-added count, and show loading indicator for internal use as well.

Version 9.1.224.1 (Support Release - 20 April 2026)
People Management 
 Resolved transfer user data validation bug (#147063) 
 Problem 
 
 When the termination date is before the appointment date when transferring a user to another ruleset, the validation happens, but no message is displayed. The validation appeared but instantly hid itself again. 
 
   
 Solution 
 
 Just ensured that the validation message is not hidden directly after being displayed. 
 
   
 
 Learning Management 
 Fix translation for marks save error (#147342) 
 Problem 
 
 When someone tried to save marks, and a duplicate mark already existed, the system showed a confusing technical error message instead of a clear explanation. 
 
   
 Solution 
 
 Updated the system so it now shows a proper user-friendly message for that save error, making it clear what went wrong instead of exposing technical text. 
 
   
 Log mark audit failures and incorrect audit table names (#147362) 
 Problem 
 
 Users could accidentally save duplicate marks on the Marksheet by clicking the Save or Inherit Marks buttons multiple times before the request is completed. This caused errors that were either silently swallowed or shown as a confusing technical message with no guidance on what to do next. 
 
   
 Solution 
 
 Duplicate prevention (frontend)
 
 The Save and Inherit Marks buttons are now disabled while a request is in flight, preventing the user from submitting the same marks more than once. 
 
 
 Duplicate prevention (database)
 
 Two partial unique indexes have been added to the `Marks` table to enforce that a learner can only have one mark per assessment per cycle at the database level — a safety net even if multiple requests arrive simultaneously. 
 Existing duplicate rows are cleaned up as part of the migration (keeping the most recently edited entry). A backup of the `Marks` table is taken before any changes are made. 
 
 
 Meaningful error messages
 
 When a duplicate mark is detected, the user now sees a clear message: _"A mark for this user already exists. Please reload the page to see the latest marks."_ 
 All other save/inherit failures show the server's error details (if available), followed by "Please reload the page and try again."_ so the user always knows the next step. 
 If there is no specific error detail, only the reload instruction is shown — no empty or generic filler text. 
 
 
 
   
 Add idle auto-save and unsaved changes warning to Marksheet (#147137 & #147138) 
 Problem 
 
 When teachers or administrators are entering marks on the Marksheet, their work can be lost if they:
 
 Step away from their computer without saving 
 Accidentally navigate away from the page or close the browser tab 
 Get distracted and forget to click Save 
 
 
 There was no safety net to protect unsaved mark entries, which could result in having to re-enter all the data again 
 
   
 Solution 
 
 Idle Auto-Save
 
 The system now automatically saves mark changes after a period of inactivity (defaulting to 5 minutes). If a user steps away or gets distracted, their progress is saved in the background without any action required. This behaviour can be configured or disabled via application settings. 
 
 
 Unsaved Changes Warning
 
 If a user tries to navigate away from the Marksheet while there are unsaved changes, a clear warning message is shown asking whether they want to save, discard, or stay on the page - giving them full control and preventing accidental data loss. 
 
 
 
   
 
 Imports 
 Improve Payspace performance when fetching employee positions and extend logging in Payspace implementation (#146311) 
 Problem 
 
 When pulling a large number of positions from PaySpace, it takes a very long time and fails. Logging is limited to debugging the PaySpace API calls and results 
 
   
 Solution 
 
 Introduce several improvements and refactorings to the PaySpace user details import flow, focusing on simplifying data handling, improving logging, and enhancing error/warning reporting. 
 The changes include updates to proto files, removal of unnecessary dependencies, streamlining of collection operations, and improved logging for better traceability and maintainability. Reduce the fields selected from the position call and implement parallel tasks to speed up processing by 5 
 
   
 Add additional unique field validation to pre-import validation (#144890) 
 Problem 
 
 Correct creation and update of unique users' fields in import 
 
   
 Solution 
 
 Refine the error messages for user creation and update failures in the `ImportUsersCommandHandler` to provide clearer and more accurate information about conflicts due to existing users. The changes clarify that the conflict is with another user and improve the details shown for matching fields. 
 
   
 Add additional unique field validation to pre-import validation (#144890) 
 Problem 
 
 When importing users with the same fields, that is still unique, it is still allowed 
 
   
 Solution 
 
 Introduce a Unique flag on SelfServiceSetting and wire it through the validation pipeline to support uniqueness checks for Email, ID Number, Passport Number and Employee Code. Precompute per-field value counts and a uniqueFields map in UserDetailsValidationService, and add duplicate-value checks that emit validation errors when a field marked unique is duplicated. Update all SelfServiceSetting construction sites to pass the new Unique flag and adjust related method signatures. Add unit tests covering unique-field scenarios and update existing tests accordingly. 
 
   
 
 People Management 
 Implement a unique field configuration on the ESS settings (#144890) 
 Problem 
 
 Cannot define Username, Id Number, Passport Number, Employee Code, and Email as unique for the ruleset using ESS settings 
 
   
 Solution 
 
 Introduce enhanced uniqueness validation for user-related operations, ensuring that users cannot be created or updated with duplicate key identifiers (such as username, employee code, ID number, passport number, or email) within the same ruleset, according to the ESS setup's unique field configuration. The changes span updates to the data model, gRPC contracts, and command handlers to support this feature. 
 
   
 
 Performance Management 
 Resolved check-in dial phases (#147902) 
 Problem 
 
 On the overall summary check-in dial can not be opened unless ratings has been confirmed, discussion resulted in removing the requirement that ratings should be completed 
 When a dial is clicked to view the ratings, even if the rating phase is no longer active, it can still be edited 
 
   
 Solution 
 
 Removed ratings completed requirement 
 Added Check-Ins phase active check to pass through that ensures if the edit modal can be opened or not 
 
   
 
 Workplace Assessment App 
 Implemented new endpoint for Observation app to upload stream file content (#143882) 
 Problem 
 
 Endpoints created to allow the observation app to stream files, large files to service, due to http2 endpoints not being able to make public, normal http1 api transcoding takes place. But with large files, this causes timeouts and stream errors, for example, 60mb to be converted to a base64 string fails 
 
   
 Solution 
 
 Added a new endpoint and proto to accept a streamed body file and use that to then send for the next method 
 Add a new app setting to allow/regulate the upload max file size 
 
   
 
  

Version 9.1.224 (13 April 2026)
Ruleset Management 
 Fix the save button incorrectly disabled when changing the disclaimer acceptance message (#147508) 
 Problem 
 
 When the display disclaimer toggle is inactive, and you change the acceptance message, the save button is incorrectly disabled. 
 It should allow saving when the toggle is inactive and changing the disclaimer or acceptance message. 
 Only when the toggle is active must the disclaimer/acceptance messages be required, and the save button be disabled when they have no value.  
 
   
 Solution 
 
 Correct the onchange condition of the acceptance message to only disable the save button when the show disclaimer toggle is active, and no text is provided. 
 
   
 
 Communication Portal 
 Resolved discussions name not being searched on (#147601) 
 Problem 
 
 When searching for discussions, the search for the discussion name is not implemented  
 
   
 Solution 
 
 Added a change to search on the discussion name 
 
   
 
 Performance Management 
 Fix styling on User Banner for long usernames (#147662) 
 Problem 
 
 With the current banner layout, when the user has a long username, collapsing the banner pushes the username down to fit into the container, causing the other elements to overflow the parent container's bounds. 
 Slight misalignment issue on the expanded banner.  
 
   
 Solution 
 
 Changed the layout of user information on the banner to be in line with the people management user details banner, to have the username always displayed on its own line below the name and surname. 
 Adjusted styling accordingly to ensure proper alignment and no overflows when collapsed or expanded. 
 
   
 Fix issue where the perspectives list is not searchable (#147622) 
 Problem 
 
 When adding a Perspective to a contract, the perspective list on the modal is not searchable. 
 
   
 Solution 
 
 Added a callback to filter out the perspectives list when the search input is changed. 
 
   
 
 Notifications 
 Resolve anniversary emails being sent to terminated employees (#147374) 
 Problem 
 
 Anniversary emails are being sent to inactive employees  
 
   
 Solution 
 
 Resolve anniversary emails being sent to terminated employees 
 
   
 
  

Version 9.1.223 (13 April 2026)
Imports 
 Make grading types anonymous when running the Payspace connector on a schedule (#146311) 
 Problem 
 
 When pulling grading types during the payspace import that runs on a schedule, an unauthenticated request is received 
 
   
 Solution 
 
 This pull request introduces a minor change to the JobProfilerServiceV1 gRPC service by allowing anonymous access to the ListGradingTypes method. 
 This update makes the endpoint accessible without authentication. 
 
   
 
 Communication Portal 
 Recipient and Owner incorrectly displayed (#147067) 
 Problem 
 
 The results being returned are sorted by unread messages. Still, a rule exists that an entry occurs only when the user first opens this, causing NULL values, and that, when sorting this, it takes priority over 1 unread message, for example. 
 When a user creates a discussion with another user, the owner sees the recipient's name when opening the discussion, but the recipient sees their name as well, instead of the owner's name 
 
   
 Solution 
 
 Corrected order clause to match the same as wproperty 
 Added a check to correctly retrieve the needed details depending on the owner-recipient. 
 
   
 Resolved the "save and add a new" issue (#147474) 
 Problem 
 
 When a user opens a modal to add a new record, it gets the default values rendered for the colour picker and icon selection. Once they save and add a new one, the form gets cleared, but the default values are not initialised, causing an issue on save 
 
   
 Solution 
 
 Add a correction to JavaScript to initialise the fields 
 
   
 
 Performance Management 
 Change popover display on contract to have all information combined into a single scrollable popover (#146587) 
 Problem 
 
 Because of the new popover component and the fact that on a contract, there are multiple items that each have individual popovers, when you hover over each item quickly, it does not look great with all the popovers opening. 
 
   
 Solution 
 
 Combined the popovers for all the L3 items into a single scrollable popover.  
 Additionally, added a toggle on the contract footer that allows the user to disable the popovers from showing. 
 
   
 
 Data Warehouse 
 Resolved error with Audit_ETLSSIS Package (#147404) 
 Problem 
 
 The package failed for the Audit_ETLSSIS Package due to a staging table that is not being used anymore, which causes a SQL Syntax error  
 AuditID field is missing within the V9 DWHPackage creation of audUserAccess 
 
   
 Solution 
 
 Removed Join within Insert of #AuditResults as the Staging Table is not being used anymore 
 Added field AuditID within audUserAccess 
 
   
 
 Main Dashboard 
 Ensured the Kudos of large size can be read in the tooltip (#147381) 
 Problem 
 
 When a large kudo message is sent, the entire message can not be read in the tooltip. 
 
   
 Solution 
 
 Extended height and width params of SyncFusionPopover to SyncFusionPopoverWithEllipseText so the tooltip is scrollable. 
 Increase the size of the maxPopOverLength parameter to ensure the entire message can be read. 
 
   
 
 People Management 
 Updating conditional data to match the current business rule (#147175) 
 Problem 
 
 When updating the Start Date in Group/ Start Date in Company to another date (e.g., 2023) and then updating the Current Position start date, the updated Start Date in Group / Start Date in Company resets to the date that it was before the initial update.  
 
   
 Solution 
 
 Applying the current business rule, the Start Date in Group / Start Date in Company should only be reset to the oldest appointment start date in appointment history if it is unset or if it is a more recent date than the oldest appointment start date 
 
   
 Updating datatable hidden field handling (#146324) 
 Problem 
 
 Tables are not correctly centred within the card, causing layout and alignment issues. 
 
   
 Solution 
 
 Updated how table columns are hidden to align with standard DataTables behaviour. 
 This prevents hidden columns from affecting the layout and ensures the tables are properly centred 
 
   
 
  

Version 9.1.221 & 9.1.222 (13 April 2026)
Data Warehouse 
 Adjustments made within jpAppointments, jpJobPositions and jpReportingLines (#146998, #144482, #147178) 
 Problem 
 
 New Status and Currency fields need to be added within jpJobPositions 
 Currently, the Appointments are only being fetched and stored for active users 
 The new field CurrentPosition needs to be implemented within jpAppointments 
 The latest Appointments are being removed if the StartDates are the same 
 
 
 Solution 
 
 Added fields PositionStatus, CurrencyName, MaxBudget, MinBudget, ValidFrom and ValidTo into JobPositions 
 Adjusted the Insert script for Appointments to include inactive users 
 Updated the IsLatestAppointment field to rather use CurrentPosition rather than manual calculation 
 Updated step for Appointments to also check for the latest EndDates to ensure that the latest Appointment is not being deleted within the DWH  
 Changed Update jpReportingLines_Staging_V9 to jpReportingLines to ensure that the latest user details are being captured from accUsers 
 
 
 Adjustments made within LearningManagementReport_ETL (#144417, #147128) 
 Problem 
 
 A step needs to be added for TermResults to fail learners if there are 2 or more subjects marked as absent 
 Manual adjustments need to be made within StudentSubjects and TermResults 
 
 
 Solution 
 
 Added a step to fail learners if there are 2 or more subjects marked as absent within TermResults 
 Added manual tasks to update/delete entries within StudentSubjects and TermResults 
 Removed step where marks are updated as NULL if captured as 0 
 
 
 
 Master Data 
 Resolved styling on tables (#145109) 
 Problem 
 
 The master data tables were rendering with inconsistent row heights depending on whether they had an ORDER column. 
 Tables with the ORDER column (like Communication Categories) displayed uniform row heights, while tables without it (like Communication Priorities) showed noticeably taller, uneven rows despite using the same underlying table structure and markup. 
 
 
 Solution 
 
 Modified the initialisation logic to always initialise the DataTable regardless of whether the ORDER column exists, ensuring consistent styling across all master data tables. 
 The rowReorder feature is now conditionally added to the configuration only when displayOrderExists is true, maintaining drag-and-drop functionality where needed while providing consistent visual presentation everywhere. 
 
 
 Resolved global search on items (#144639) 
 Problem 
 
 Search is incorrect, wrong code in the file for master data 
 
 
 Solution 
 
 Removed incorrect code and added a global search to the table 
 
 
 Fix Like and NotLike operators for conditions (#147155) 
 Problem 
 
 Unable to filter on Operator 6 and 7 (like and not like) using master data conditions from the generic master data api call. 
 
 
 Solution 
 
 Prepend and append filter value with '%' when using LIKE operator types 
 
 
 Resolved styling on colour-pickers (#145109) 
 Problem 
 
 Styling for colour pickers-incorrect  
 When opening the modal, it does not render the colour, or when changing 
 
 
 Solution  
 
 Added styling updates after the upgrade; styling changed.  
 Remove the colour-picker class, new styling on that class broke this, as it is only used for an identifier, changed safely 
 
 
 
 System Access 
 Resolved release history not updating (#147064) 
 Problem 
 
 When clicking on the release history on the users profile, it loads and fails. 
 When updating the release history and then saving, it fails on the save as it tries to retrieve EditedUser for auditing, but the entity has no fields relating to this 
 
 
 Solution 
 
 Added an interface to not audit the release history view for a user 
 
 
 
 Communication Portal 
 Resolved Materialised Users not receiving updates (#147364) 
 Problem 
 
 Using statements for contracts to be received from RabbitMQ events are referencing incorrect using statements, which caused no events to be consumed. So no users are updated for materialised users 
 
 
 Solution 
 
 Corrected using statements 
 
 
 Resolved incorrect recipient information for new discussion (#147070) 
 Problem 
 
 When starting a new discussion, incorrect details are shown on the recipient's existing channels 
 When the user logs in and is not the owner, it shows its own details as if it were discussing with itself  
 
 
 Solution 
 
 Correct SQL query 
 Add a check to show the owner or recipient details 
 
 
 Adding additional styling (#146725) 
 Problem 
 
 The table overlaps the card in the background. 
 
 
 Solution 
 
 Added styling to ensure the card grows with the table 
 
 
 
 Performance Management 
 Resolve edge case where modifying objectives after approval and adding and/or removing items causes item weights to not sum to 100 (#147159) 
 Problem 
 
 There are specific conditions where a user may modify previously approved objectives, and then proceed to add/remove perspectives, kpas and/or kpis. 
 This manipulation after the fact messes with the previously calculated weights, and adding a new item results in the new weight calculated being either less than 0 or greater than 100 for the relevant item's KPA / Level2. 
 This is mostly applicable to contracts where the Weighted over Section setting is enabled. 
 This leads to a further edge case where, due to the mixture of high and low percentages on the weights, the calculated weighted averages of the KPAs end up as large decimal values with +10 precision, which all sum to 1 (100%). 
 However, DB only permits decimals up to 4, implicit truncation happens and causes the calculation to gou out by 0.0002. 
 This will create outliers during rating, where the item score may be off by a range of 0.001 - 0.01 when calculated. 
 
 
 Solution 
 
 When the level2weight in this instance is less than zero, make it zero. 
 This is done only when the weighted over-section setting is in use, and can be set to zero since the approval function will redistribute the weights accordingly. 
 When the redistribution happens during the objectives approval, do a check to see if, from that perspective, the total kpa weight is not 100 (exceeds margin of error), and if so, redistribute the missing margin to the last kpa - > kpi item. 
 Eg, Last KPI goes from weight 0.0745 to 0.0747. Low enough difference in score to not have a major effect. 
 
 
 Removed duplicate icons on picker (#136654) 
 Problem 
 
 Duplicate icons 
 
 
 Solution 
 
 Removed duplicate icons 
 
 
 
 Notifications 
 Ensure invalid bcc and cc email addresses do not break the notification (#144960) 
 Problem 
 
 Email processing fails when a template contains an invalid cc or bcc email address. 
 
 
 Solution 
 
 When a template contains an invalid bcc or cc emails address, rather than throw an exception, clear it instead of breaking the entire process.  
 Also, process templates within a try catch, so that if one template fails, it does not fail for other templates of the same event too. 
 
 
 
 Translation 
 Update French & German translations (#145436) 
 Problem 
 
 Missing translations and translated fields with incorrect context for French and German. 
 
 
 Solution 
 
 Update all French and German translations with correct context based on en-GB 
 
 
 
 Organisational Structure 
 Resolved List Org Nodes check (#147309) 
 Problem 
 
 In the List Org Nodes, there is a calculation done to see if the org node has any children, but it does not exclude deleted nodes, hence why that node can not be deleted 
 
 
 Solution 
 
 Fix query to include a deleted check for the has children calculation 
 
 
 Resolved after adding new org node (#144475) 
 Problem 
 
 After adding a new org path and then clicking on positions, the path is not populated on the right 
 
 
 Solution 
 
 Corrected jQuery to the correct value to set the path 
 
 
 
 People Management 
 Add missing helpetext and drop down values (#146973, #146976, #146978, #146980, #147043, #147045, #147048) 
 Problem 
 
 Add missing translations  
 Add disabled master data 
 
 
 Solution 
 
 This pull request introduces enhancements to the Job Profiler feature, focusing on better handling and display of future-dated positions, improved accessibility and guidance in the UI, and expanded localisation support. 
 The changes include backend logic updates, frontend improvements for user experience, and the addition of new translation strings across multiple languages. 
 
 
 Request Replacement button not displaying (#146594) 
 Problem 
 
 The "Request Requisition" button does not display when the Appoint New People group permission is disabled. 
 
 
 Solution 
 
 Modified the logic so the Request Requisition button is independent of the Appoint New People permission 
 
 
 Add IsDefault switch back for banners when uploading and add translations (#147044) 
 Problem 
 
 Not able to set banners as the default when uploading 
 
 
 Solution 
 
 Add IsDefault switch back for banners when uploading and add translations 
 
 
 
 Theme Management   
 Add stable version stamp to theme background URL to ensure it is cleaned from cache when changed (#147274) 
 Problem 
 
 When you change the default login background image for a theme, it does not reflect on the login page. 
 Because the browser/server caches the image, it never reloads the latest from the persistent volume on the pod. 
 
 
 Solution 
 
 Added a stable version stamp to the background image. 
 When it changes on the theme setup, it creates a new version tick; this value is retrieved by the login page and appended to the image URL.  
 If no stamp, then we will fetch fresh from the volume. 
 
 
 Fixing styling issues (#146724) 
 Problem 
 
 When editing a theme, some content does not fit within the layout on the left of the page. 
 This causes a horizontal scrollbar to appear. 
 Certain fields and buttons are also misaligned or extend beyond the visible area. 
 
 
 Solution 
 
 Updated the layout and styling to ensure all content fits correctly and displays as expected. 
 
 
 
 Job Management 
 Added new Job to recalculate future appointments (#147134) 
 Problem 
 
 New development uses an on-action calculation for the current position, meaning any interaction done on an appointment calculates which appointment is the active one, but for cases where a future appointment start date is set, once that date arrives at the current date, it does not move over unless a user does an interaction on the profile appointment 
 
 
 Solution 
 
 Add a new job to use the recalculation service on the user IDs that have a future appointment date set that has arrived 
 
 
 
 Ruleset Management 
 Fix Change Icon button on System Menu tab not working (#147268) 
 Problem  
 
 When setting up a Ruleset's System Menu, clicking the Change Icon button on any menu item had no effect — the icon picker dropdown never opened, making it impossible to change the icon for a menu item. 
 
 
 Solution  
 
 Fixed the dropdown so it opens and works correctly. 
 When an item is clicked, the icon preview updates immediately and the selection is saved when the form is submitted. 
 The original curated list of available icons is preserved. 
 
 
 Added Global admin role as well (#146338) 
 Problem 
 
 Oversight that did not add the Global admin role as well 
 
 
 Solution 
 
 Added Global Admin 
 
 
 
 Identity and Authorisation 
 Allow http to https redirect to be forced on multiple domains (#147214) 
 Problem 
 
 Current HTTP to HTTPS redirect is only allowed on one domain, but clients who have more than one domain behind a load balancer, where this is required 
 
 
 Solution 
 
 Rather use a list of domains to verify against 
 
 
 Resolved autofill in details overlapping (#145431) 
 Problem 
 
 Changes added to toggle on focus for autofill events on a browser tab that does not interact with the control to move the label, but in some cases, it does not always trigger, and every browser has different handling effects 
 
 
 Solution 
 
 Added changes to more event handlers and timeouts to take into effect all browsers 
 
 
 
 Event Scheduling 
 Removing text-white from the important information section (#146502) 
 Problem 
 
 The system opens the side modal with a section of the Important Information being very difficult to read. 
 
 
 Solution 
 
 Updated the font colour so that the text becomes clearly visible and legible. 
 
 
 
 Learning Management 
 Add logging for SyncFusion registration on app initialisation and fallback function on marksheet to check for and register licence (#146996) 
 Problem 
 
 Syncfusion invalid license is displayed on the Marksheet page. 
 Cannot reproduce locally, the app init appears to not fire on production but happens on Master and local, hence why on prod it shows the invalid licence. 
 Suspicion is that on prod due to environment setup or other factor, the app init never happens when marksheet is loaded (since loaded from external link and loads spa-minimal), and due to that the licence is never loaded. 
 
 
 Solution 
 
 Added additional logging to assist with checking when the licence registration fires. 
 Changed the Syncfusion setup component to keep tab on and expose IsLicenceRegistered to allow checking for that on the marksheet page. 
 On Marksheet check if the licence is valid and register if not.

Version 9.1.220 (13 April 2026)
Event Scheduling 
 Make the loading indicator smoother (#145136) 
 Problem 
 
 On the Event Scheduling Calendar view, clicking an Event flashes the right-side modal. This was due to the loading indicator abruptly displaying and hiding instead of transitioning.  
 
 
 Solution 
 
 Add a transition effect to the indicator, making its hiding and showing appear much smoother 
 
 
 Make event detail event clicking smoother (#145136) 
 Problem 
 
 When events are open on the right side of the calendar, and you click on other events, the screen flashes. 
 
   
 Solution 
 
 Cache event details so that they do not empty when loading the new details, which causes the empty details to be briefly rendered before rendering the new details, which results in the flashing. 
 
 
 
 Data Warehouse 
 Adjustments made within LearningManagementReport_ETL (#144417) 
 Problem 
 
 The Calculation for Pass or Fail did not calculate 100% for grades 10-12 due to missing subjects within the calculation 
 The latest ModeratedMarks were not updated within lmStudentSubjects  
 
   
 Solution 
 
 Updated Step to calculate Pass or Fail for Grade 10-12 within lmTermResults by including two new subjects 
 Resolved issue where the 7 hours ago latest Moderated or Calculated Marks were not used within step "Update fields CalculatedMark and ModeratedMark within #ResultsTI" for StudentSubjects 
 
 
 Added the latest V9 DWH Package to the repo (#143176) 
 Problem 
 
 The latest V9 DWH Package needs to be added to the repo as backup after Live deployment 
 
   
 Solution 
 
 Added the latest V9 DWH Package to the repo 
 
 
 Removed Previous SQL Scripts that are not part of the Code Review Folder Structure (#145986) 
 Problem 
 
 There are previous SQL files that were used for the Code Review process before the new folder structure was added  
 
   
 Solution 
 
 Removed Previous SQL Scripts that are not part of the Code Review Folder Structure 
 
 
 Added field Completed within pdmContractPeriodActionPlans (#146665) 
 Problem 
 
 Field Completed is required within pdmContractPeriodActionPlans  
 
   
 Solution 
 
 Added field Completed within pdmContractPeriodActionPlans 
 
 
 Updated Existing DataSourceFields (#146665) 
 Problem 
 
 Field Progress needs to be renamed to Milestones within ContractPeriodActionPlans 
 
   
 Solution 
 
 Update FieldAlias "Progress" to "Milestones" for DataSource ContractPeriodActionPlans 
 
 
 Added field "CustomField" within lmStudentSubjects (#144417) 
 Problem 
 
 Field CustomField is required within lmStudentSubjects  
 
   
 Solution 
 
 Added field "CustomField" within lmStudentSubjects 
 
 
 
 Communication Portal 
 Resolved extra column on file attachment (#146678) 
 Problem 
 
 Extra icon on the left-hand side when sending an attachment 
 
   
 Solution 
 
 Remove column 
 
 
 Resolved New discussions not shown first (#147067) 
 Problem 
 
 Discussions with new messages are not prioritised at the top 
 
   
 Solution 
 
 Add an order clause to correct the new message shown at the top 
 
 
 Removed Flags (#146682) 
 Problem 
 
 Flag Icons render within the library differently and return Unicode when the text is extracted 
 
   
 Solution 
 
 Removed Flag Category of Emojis 
 
   
 Remove inappropriate icons (#146683) 
 Problem 
 
 Certain icons are references in the library that can be used, which is not ideal for children who have access to the icon picker 
 
   
 Solution 
 
 Remove the few icons that could be identified 
 
 
 Added new Reload icon button (#146674) 
 Problem 
 
 V8 does not allow signal-R updates currently, so no way to refresh the views or indicate when the user is on a page  
 
   
 Solution 
 
 Add a new reload button to refresh the discussions 
 
 
 Added loading indicator for external clients using package (#146681) 
 Problem 
 
 When within external service, there is no loading indicator that gets triggered, as this is the V9 reference loaders.  
 
   
 Solution 
 
 Add a loading component to be used for external clients using the package(v8) 
 
 
 Corrected business rule on subject type ignores global setting for discussions disabled (#146739) 
 Problem 
 
 When the global setting of discussions is disabled, a user can not open or create any discussion  
 
   
 Solution 
 
 Add a business rule that if it is of a certain subject type, it is allowed to continue 
 
 
 Resolved Text overlapping tone colours on emojionearea (#146680) 
 Problem 
 
 In the Emojione area, the tone colours and the first heading overlap one another 
 
   
 Solution 
 
 Added override styling to add margin to the tones to push content down 
 
 
 Resolved Icon Search Background Colour (#146674) 
 Problem 
 
 V9 colour is calculated from the site CSS with the current background colour lightened. Which V8 does not have 
 
   
 Solution 
 
 Add a new Model check if step type is of type topic, add the v8 background colour 
 
 
 
 Ruleset Management 
 Nullify client secret in payroll connector (#146732) 
 Problem 
 
 Client secret available in plain text on inspection of payroll connectors 
 
   
 Solution 
 
 Nullify client secret 
 
 
 Correct actions and delete on the payroll connector list (#146588) 
 Problem 
 
 Cannot open the kebab menu on the payroll connector list  
 Cannot delete a payroll connector 
 PowerShell scripts are too lengthy in the list 
 
   
 Solution 
 
 This pull request improves the user interface and user experience for the Ruleset integration management page in both the backend view and the frontend JavaScript. The changes focus on enhancing usability, accessibility, and code maintainability, particularly around dropdown menus, script display, and modal confirmation behaviour. 
 
 
 Themes drop-down not loading for system menu items (#146750) 
 Problem 
 
 When a menu item is selected, the page content is loaded dynamically. The themes dropdown was not being initialised as part of that process, so clicking it had no effect.  
 
   
 Solution 
 
 Added code to explicitly initialise the themes dropdown each time the page content is loaded, so it responds correctly when clicked. 
 
 
 
 Job Management 
 Resolved people group org unit selection in tree view modal (#145942) 
 Problem 
 
 Org Unit on tree view modal not rendering, and incorrect nodes are shown; no implementation done for the nodes, incorrect logic on the page  
 
   
 Solution 
 
 Added new logic and handler events to handle the different selections 
 
 
 Resolved ordering on appointment history (#145442) 
 Problem 
 
 When no order has been identified by defaults it is ordered by the first column, which overrides the foreach on initial data order 
 
   
 Solution 
 
 Add the calculation to order by the correct start data 
 
 
 Duplicate subordinates returning (#146924) 
 Problem 
 
 The API endpoint ListManagerSubordinatesSimplified returns duplicate subordinates 
 
   
 Solution 
 
 Added a distinct keyword to ensure unique subordinates are returning. 
 
 
 Add position activation functionality and future planning (#139481) 
 Problem 
 
 A position cannot be reactivated from the front-end. Future planning cannot be captured 
 
   
 Solution 
 
 Add active switches to the position list page  
 Add a future planning section to position creation  
 As a People Management Administrator, I want to be able to set the status of each position (e.g., Planned, Budgeted, Unapproved, Approved), so that I can generate categorised reports for better workforce planning. 
 As a People Management Administrator, I want to be able to define the validity period of each position (e.g., Valid From and Valid To), so that I can track position timelines. 
 Helper text must show that it is for future use as well. 
 As a People Management Administrator, I want to be able to specify the Minimum and Maximum Budget for each position, so that I can analyse and report on budget allocations across positions. 
 As a People Management Administrator, I want to see the newly entered data on the Job Management page, where all the positions are summarised. 
 Custom styles for the date filter have been added to the position HTML so as not to override the global CSS, which seems to be an issue only on these pages 
 
 
 ListOrgUsers endpoint returns future and terminated employees (#146921) 
 Problem 
 
 The ListOrgUsers endpoint returns terminated or future appointments 
 
   
 Solution 
 
 Added the new IsCurrentPosition check to filter out terminated and future appointments. 
 
 
 
 Identity and Authorisation 
 Resolved Disclaimers (#145552) 
 Problem 
 
 An incorrect logic check existed for the ruleset disclaimer before pulling the job profile disclaimer details. Redirect occurring from disclaimers back to the login screen  
 
   
 Solution 
 
 Resolved if check, Changed logic checks to ensure context items are added if accepted and not based on their render mode from Razor if conditions 
 Added a redirect check to redirect to the disclaimer page again instead of all the way back to login 
 
 
 Cleanup expired ID tokens (#144999) 
 Problem 
 
 Expired tokens in OpenIddictTokens will become a performance problem as an index was removed during the .NET 10 upgrade 
 
   
 Solution 
 
 Create a quartz job to remove expired tokens at 4 am every day 
 
 
 
 Content Management 
 Centralise decryption of NextCloud credentials (#147083) 
 Problem 
 
 The decryption feature is missing in the OCI Share link development 
 The integration setup is confusing because it sometimes includes an encrypted client secret while at other times it does not. 
 
   
 Solution 
 
 Implemented the missing decryption feature 
 Ensured that the encrypted data is always stored in a secret and that a public method is used for decryption. 
 
 
 Next cloud not working due to missing config (#146727) 
 Problem 
 
 The missing configuration is causing the next cloud to break 
 
   
 Solution 
 
 Add encryption keys to the Content management appsettings 
 
   
 Upload of and handling of evidence using the workplace assessment app (#143882) 
 Problem 
 
 There is currently no way to upload evidence on a question, e.g., a short video or photo 
 
   
 Solution 
 
 If you are online, sync starts in the background and will even continue when the app is closed 
 Compress evidence using the V9 compression service, and store compressed evidence in the local entity 
 Sync back to V8 once compressed evidence is ready, prompt the user to Submit 
 Send compressed content to the content service and store the ContentId against answers 
 On V8, when the submit method is called, send ContentId in AssessmentAttemptDTO with the Questions object - one to many 
 If the user has an access token for V9, use this to access the content; else, use stored credentials for api user to upload content 
 On People Management > Assessment List, if evidence is available to attempt per question, make the "Download evidence" link available 
 
 
 
 People Management 
 Use StartDateInCompany to calculate work anniversary (#146800) 
 Problem 
 
 On the people management dashboard, the work anniversary query currently uses the user's current position to determine the date, rather than the user's start date with the company 
 
   
 Solution 
 
 Return StartDateInCompany to PeopleController and use it for work anniversary mapping 
 
 
 Reporting Lines on Summary Page not underlined as a link (#145925) 
 Problem 
 
 Reporting lines have no on-hover effect (underline)   
 
 Solution 
 
 Move hover class anchor tag 
 
 
 When moving an org node to another parent node, correct the update of the calculated org flat path (#146379) 
 Problem 
 
 When moving an org node, the calculated org flat path is not updated 
 
   
 Solution 
 
 This pull request updates the UpdateOrgStructureParentCommandHandler to improve how changes to the organisational structure are handled. The main change is the addition of logic to update the flattened organisational path after a parent update, ensuring data consistency across related structures. 
 
 
 
 Notifications 
 Newly appointed users are getting work anniversary notifications by only returning records of tenure greater than 0 (#146919) 
 Problem 
 
 Work Anniversaries email is being sent on the appointment date to new users  
 
   
 Solution 
 
 Resolve the problem of newly appointed users getting work anniversary notifications by only returning records of tenure greater than 0 
 
 
 Add a line break before the V9 footer to allow space between the email body (#146666) 
 Problem 
 
 The V9 build in the footer sometimes touches the normal email body 
 
   
 Solution 
 
 Add a line break before the V9 footer to allow space between the email body and the footer. 
 
 
 
 Imports 
 Ruleset Culture never sent to v8 for schema setup (#134516) 
 Problem 
 
 The ruleset's culture is never sent to the v8 schema setup endpoint; this results in en-GB always being set in V8.  
 
   
 Solution 
 
 Added the culture to the API request for v8. 
 
 
 Correct the delta check for optional staging for the import data (#145548) 
 Problem 
 
 When the appointment details have not changed, but the other personal details have changed, the user data is not staged for import 
 
   
 Solution 
 
 Move the appointment to a conditional OR with the other personal details. 
 
 
 Ensuring that the link to download the User Validation Report is only shown for User imports and PaySpace Pull imports. (#146598) 
 Problem 
 
 The link to download the User Validation Report is shown for reports for which it does not work. 
 
   
 Solution 
 
 Hiding the User Validation Report download link for all reports except the select few reports for which it works. 
 
 
 
 Tenant Management 
 Use the system Close Date to change the colour to Red (#146313) 
 Problem 
 
 The system does not use the system's Close Date to change the colour to Red 
 
   
 Solution 
 
 Update expiry colour display condition to only display on the close date within 1 month 
 
   
 As a Consultant or Tenant Admin, I want the Expiry Date to be set at the end of the following month by default (#144228) 
 Problem 
 
 When creating a tenant, the expiry and system close date are not defaulted to the end of next month, and boolean values for lock system and display expiry messages are not defaulted to disabled. Page also not ordered by expiry date ascending.   
 
 Solution 
 
 Tenant creation defaults expiry and close date to the end of next month. Lock system and expiry messages display defaulted to disabled, and the page is ordered by expiry date ascending by default. 
 
   
 As a Tenant Administrator on R1, I want to have updates to the Update Expiry Date modal (#144227) 
 Problem 
 
 New expiry date should be the same as the current expiry date; buttons need to be added to quickly set dates (for end of this week, end of next week, etc); and a new toggle to be added to enable and disable subscription expiry and system close notifications   
 
 Solution 
 
 New expiry date defaulted to current expiry date; 4 buttons added to quickly set the dates; new toggle added which persists in the database against the subscription, and displays value; and then added logic to ensure when disabled, no system expiry or close notifications are sent 
 
 
 
 Performance Management 
 Inform user buttons are to create agreement for the selected period (#142925) 
 Problem 
 
 When you move past the review setup tabs at the top, the narrator will simply read the names of the buttons, which will be the same as the names of the tabs. This can be confusing.   
 
 Solution 
 
 Include the review setup component as a tab index 
 
   
 Inform the user that the page is loading when creating an agreement (#142928) 
 Problem 
 
 Loading is not verbally indicated by NVDA 
 
   
 Solution 
 
 Indicate loading when creating contract 
 
   
 Narrator mentions heading types and sizes (#142929) 
 Problem 
 
 NVDA reads heading levels (h4, h6) 
 
   
 Solution 
 
 Suppress the heading levels where possible 
 
   
 Unable to interact with my own agreement (#142931) 
 Problem 
 
 Tab navigation is not complete when tabbed past timelines 
 
   
 Solution 
 
 Update tab order and inclusion 
 
   
 Investigate the possibility of adding pauses between phrases (#142918) 
 Problem 
 
 It is sometimes a bit difficult to follow what the narrator is saying because they ramble off sentences without pausing. Please investigate if it is possible to add some pauses so that you can more easily distinguish between different concepts. 
 
   
 Solution 
 
 Create tab-list and add aria improvements to improve flow and readability. Also added accessibility sentence to translations. 
 
   
 Review setup container not selected (#142933) 
 Problem 
 
 The tablist forces you to tab through all items to progress. 
 
   
 Solution 
 
 Create an index for the entire tab list, and allow the user to press enter to tab through the list, or tab over the list 
 
 
 Screen flickers when moving the mouse pointer over the period label (#144966) 
 Problem 
 
 When hovering over some elements that have a popover, it continues to re-render and the popover flickers, as if its visibility state is constantly changed. 
 
   
 Solution 
 
 Memoised the popover properties so that it does not re-render when anything else on the dashboard changes. 
 Found an additional issue where for a fraction of a second, the popover is shown topleft of the viewport before it positions where it's supposed to. Enforced additional CSS onto the popover to attempt to prevent that from happening. 
 
   
 
 System Access 
 Encrypt secrets, passwords and tokens (#144974) 
 Problem 
 
 Secrets, passwords and tokens used in V9 are stored in clear text 
 
   
 Solution 
 
 Encrypt and decrypt secrets, passwords and tokens when records are stored and fetched from the database by means of changes to OnModelCreating 
 
 
 
 Technical 
 Syncfusion license key is visible in dev tools (#144510) 
 Problem 
 
 SyncFusion license key is available in clear text in the local storage view in dev tools. 
 
   
 Solution 
 
 Remove the license key from local storage; instead, make the lightweight api call. Also, encode the response, and decode it in code 
 
   
 Media compression process (#140481) 
 Problem 
 
 Currently media is uploaded in its original size to the system without being compressed or optimised 
 
   
 Solution 
 
 Implement a PowerShell script to 
 Compress uploaded media 
 Remove original large media 
 Keep track of what was compressed to compress once

Version 9.1.219.7 (Support Release - 22 April 2026)
People Groups 
 Correct problem with user people group fetch excluding appointments that end on the current day (#147959) 
 Problem 
 
 When a user's appointment ends on the current day, then no people groups are returned on which the user is a part of, resulting in no menu items being displayed. 
 
   
 Solution 
 
 Correct the filter condition on the query to consider the end date of the appointment as inclusive. 
 
   
 
  

Version 9.1.219.6 (Support Release - 9 April 2026)
Imports 
 Make grading types anonymous when running Payspace connector on a schedule (#146311) 
 Problem 
 
 When pulling grading types during the payspace import that runs on a schedule, an unauthenticated request is received 
 
   
 Solution 
 
 This pull request introduces a minor change to the JobProfilerServiceV1 gRPC service by allowing anonymous access to the ListGradingTypes method. This update makes the endpoint accessible without authentication. 
 
   
 
  

Version 9.1.219.5 (Support Release - 2 April 2026)
Communication Portal 
 Resolved Incorrect object null message (#147387) 
 Problem 
 
 The problem with the Dapper query binding to the record was fixed on master, but on release, this issue arose. Could nit-pick over the base on a large development change 
 
   
 Solution 
 
 Change from the init constructor to properties 
 
   
 
 Performance Management 
 Resolve edge case where modifying objectives after approval and adding and/or removing items causes item weights to not sum to 100 (#147159) 
 Problem 
 
 There are specific conditions where a user may modify previously approved objectives, and then proceed to add/remove perspectives, kpas and/or kpis.  
 This manipulation after the fact messes with the previously calculated weights, and adding a new item results in the new weight calculated being either less than 0 or greater than 100 for the relevant item's KPA / Level2. 
 This is mostly applicable to contracts where the Weighted over Section setting is enabled. 
 This leads to a further edge case where, due to the mixture of high and low percentages on the weights, the calculated weighted averages of the KPAs end up as large decimal values with +10 precision, which all sum to 1 (100%).  
 However, DB only permits decimals up to 4, and implicit truncation happens and causes the calculation to go out by 0.0002.  
 This will create outliers during rating, where the item score may be out by a range of 0.001 - 0.01 when calculated. 
 
   
 Solution 
 
 When the level2weight in this instance is less than zero, make it zero.  
 This is done only when the weighted over-section setting is in use, and can be set to zero since the approval function will redistribute the weights accordingly. 
 When the redistribution happens during the objectives approval, do a check to see if, from that perspective, the total kpa weight is not 100 (exceeds margin of error), and if so, redistribute the missing margin to the last kpa - > kpi item.  
 Eg, Last KPI goes from weight 0.0745 to 0.0747. Low enough difference in score to not have a major effect. 
 
   
 
  

Version 9.1.219.4 (Support Release - 3 March 2026)
Theme Management 
 Add stable version stamp to theme background URL to ensure it is cleaned from cache when changed (#147274) 
 Problem 
 
 When you change the default login background image for a theme, it does not reflect on the login page. 
 Because the browser/server caches the image, it never reloads the latest from the persistent volume on the pod. 
 
   
 Solution 
 
 Added a stable version stamp to the background image. 
 When it changes on the theme setup, it creates a new version tick; this value is retrieved by the login page and appended to the image URL. If no stamp, then we will fetch fresh from the volume. 
 
   
 Themes drop-down not loading for system menu items (#146750) 
 Problem 
 
 When a menu item is selected, the page content is loaded dynamically. 
 The themes dropdown was not being initialised as part of that process, so clicking it had no effect. 
 
   
 Solution 
 
 Added code to explicitly initialise the themes dropdown each time the page content is loaded, so it responds correctly when clicked. 
 
   
 
 Ruleset Management 
 Change Icon button on System Menu tab not working (#147268) 
 Problem 
 
 When setting up a Ruleset's System Menu, clicking the Change Icon button on any menu item had no effect — the icon picker dropdown never opened, making it impossible to change the icon for a menu item. 
 
   
 Solution  
 
 Fixed the dropdown so it opens and works correctly. When an item is clicked, the icon preview updates immediately and the selection is saved when the form is submitted. The original curated list of available icons is preserved. 
 
   
 
  

Version 9.1.219.3 (Support Release - 30 March 2026)
Identity and Authorisation 
 Allow http to https redirect to be forced on multiple domains (#147214) 
 Problem 
 
 Current HTTP to HTTPS redirect is only allowed on one domain, but clients with more than one domain behind a load balancer require this 
 
   
 Solution 
 
 Rather use a list of domains to verify against 
 
   
 
 Imports 
 Improve performance of user validation report (#145548) 
 Problem 
 
 Compare map data between the current data and the new data sources, a lot of memory 
 The data is fetched from the account, and the job profiler is slow for a large number of users 
 When the generated file is more than 30MB, it cannot be sent to the content management for storage 
 
   
 Solution 
 
 Implement Hash sets in the compare data method 
 Implement streaming of Data from the account and job profiler for comparison 
 The dictionary of results to MVC 
 The Excel document for content management 
 
   
 
  

Version 9.1.219.2 (Support Release - 27 March 2026)
Identity and Authorisation 
 Resolved autofill in details overlapping (#145431) 
 Problem 
 
 Changes added to toggle on focus for autofill events on a browser tab that does not interact with the control to move the label, but in some cases, it does not always trigger, and every browser has different handling effects 
 
   
 Solution 
 
 Added changes to more event handlers and timeouts to take into effect all browsers 
 
   
 
  

Version 9.1.219.1 (Support Release - 26 March 2026)
Imports 
 PaySpace API | Not returning Job Grades (#146224) 
 Problem 
 
 Grades are not uniquely imported for job profiles from Payspace 
 A setting is not available per the payroll connector to define the grading type  
 When synchronisation is automatically disabled, but the schedule is still active, the PowerShell and PaySpace connectors still run regardless.  
 Unable to edit and save a Payspace connector without providing the secret again 
 
   
 Solution 
 
 This change introduces support for associating a "Grading Type" with payroll connectors, including database, domain, API, and gRPC/protobuf changes. 
 It also removes several unused payroll providers and makes minor improvements to import command handling and logging. 
 Correct schedules so that they do not import automatically when auto sync is disabled, even though the schedule is still active. 
 
   
 
 Ruleset Management 
 Resolved incorrect role on Upsert virtual tours (#146338) 
 Problem 
 
 The incorrect role is being authorised to save virtual tours 
 
   
 Solution 
 
 Corrected role to RulesetAdmin 
 
   
 
 Identity and Authorisation 
 Resolved Disclaimers (#145552) 
 Problem 
 
 An incorrect logic check existed for the ruleset disclaimer before pulling job profile disclaimer details  
 Redirect occurring from disclaimers back to the login screen 
 
   
 Solution 
 
 Resolved if check 
 Changed logic checks to ensure context items are added if accepted and not based on their render mode from Razor if conditions  
 Added a redirect check to redirect to the disclaimer page again instead of all the way back to login 
 
   
 
 Learning Management 
 Add logging for SyncFusion registration on app initialisation and fallback function on marksheet to check for and register licence (#146996) 
 Problem 
 
 Syncfusion invalid license is displayed on the Marksheet page. 
 Cannot reproduce locally, the app init appears not to fire on production, but happens on Master and local, hence why on prod it shows the invalid licence. 
 Suspicion is that on prod due to environment setup or other factor, the app init never happens when marksheet is loaded (since loaded from external link and loads spa-minimal), and due to that the licence is never loaded. 
 
   
 Solution 
 
 Added additional logging to assist with checking when the licence registration fires. 
 Changed the Syncfusion setup component to keep tab on and expose IsLicenceRegistered to allow checking for that on the marksheet page.  
 On the Marksheet, check if the licence is valid and register if not. 
 
   
 
 Performance Management 
 The section weight labels overlap other weight labels (#147088) 
 Problem 
 The section weight label is overlapping onto the perspective or kpa label, especially visibly when the weighted over section setting is on. 
   
 Solution 
 Resolve styling issue causing section weight to overlap onto other labels 
   
 
  

Version 9.1.219 (23 March 2026)
HR Processes 
 Ensure file table cannot be filtered (#146728) 
 Problem 
 
 When using global search on HR processes, it also filters the files table (which is incorrect) and results in no files being displayed.  
 
   
 Solution 
 
 Remove the filter/search capability from the files table so that it is not affected by the global search  
 
   
 
 Performance Management 
 Updated Export button's look and feel (#146586) 
 Problem 
 
 The "Export" button on the View/Print page does not have the same style as other similar buttons on the system. 
 
   
 Solution 
 
 Changed export button text to export icon. Updated the button style so that it looks the same as the print button. 
 
   
 
 People Management 
 Adding missing text to display on "Not finding the person" modal (#146696) 
 Problem 
 
 There is some information missing on the "Not finding the person" modal. 
 
   
 Solution 
 
 An additional bullet point was added to the "Not finding the person" modal. 
 
   
 
 Ruleset Management 
 Ensure that when no new payroll secret is set on update, to reuse the secret (#146425) 
 Problem 
 
 Empty secrets sent from payroll connectors cause persistence errors 
 
   
 Solution 
 
 Ensure that when no secret is sent, reuse the existing secret 
 
   
 Trimmed leading space from theme (#146654) 
 Problem 
 
 When creating a new theme, leading spaces are not removed if a user adds them 
 
   
 Solution 
 
 Trim the space on the Name and code before saving 
 
   
 
 Imports 
 Auto-populate the reporting line for the PDP manager based on the line manager (#146225) 
 
 Added a custom step to auto-populate the PDP reporting lines with the Line Manager's details (PaySpace import: the reporting lines must be updated automatically)  
 
   
 
  

Version 9.1.218 (23 March 2026)
Report Builder 
 Resolved SubReport can not be exported (#146574) 
 Problem 
 
 Missing NPM package. Incorrect logic for building the pivot report details, no header values, and incorrect counts starting 
 On the building of the subreport dropdown buttons, not being initialised after being dynamically built  
 
 
 Solution 
 
 Added npm package 
 Corrected logic for rebuilding the output to the Excel file export 
 Initialised the MDB dropdowns after being built 
 
 
 Implemented Excel Type replace for Pivot Table reports (#141028) 
 Problem 
 
 When adding multiple columns to pivot on, the back-end runs into a SQL limitation of the length of column name of 128 characters 
 
 
 Solution 
 
 When generating the script to execute and formulate columns to pivot, create a new mapping table to reference each column name to an Excel-type column 'A, B .. AA, AB' to allow several columns, and before returning, remap to keep the code and logic as needed. 
 
 
 Avoid intermittent Export Errors (#146243) 
 Problem 
 
 Intermittent errors happen because we don't wait for the file to be exported 
 
 
 Solution 
 
 Wait for the file to be exported, and don't go out of scope 
 
 
 
 Identity 
 Ensure v8 fallback is only used when v9 password is not set (#146607) 
 Problem 
 
 Users are still able to authenticate using the v8 password after the v9 password was set.  
 
 
 Solution 
 
 Ensure v8 fallback is only used when v9 password is not set  
 
 
 V8 password fallback on login (#146398) 
 Problem 
 
 When migrating to V10, a user needs to reset their password to log in and cannot continue using their V8 password until the V9 expiry is reached. 
 
 
 Solution 
 
 Introduce support for validating legacy ("v8") password hashes as a fallback authentication mechanism in the identity service. 
 The changes span the application, database schema, and data access layers to enable seamless login for users with older password hashes. 
 The most important changes are grouped below. 
 These changes ensure backward compatibility for users with older password hashes while maintaining the integrity of the authentication process. 
 
 
 Added UI validation check on confirm password and space for recaptcha (#146286) 
 Problem 
 
 Submission can be done, which then results in an error from the backend that the password and the confirmation password do not match  
 
 
 Solution 
 
 Add a UI check to restrict and show a validation error message from the frontend side 
 
 
 
 Event Scheduler 
 Added event name and ref nr on the confirmation modal (#146253) 
 Problem 
 
 After booking yourself onto an event, the booking confirmation pop-up does not show the event reference number. 
 
 
 Solution 
 
 Updated the booking confirmation pop-up to show the event name and its reference number. 
 
 
 Changing button font colour (#146255) 
 Problem 
 
 The system displays the Booking confirmation modal with the "Modify Booking" button not being easily readable due to the Font Color. 
 
 
 Solution 
 
 Update font colour to white to make the "Modify Booking" button easily readable. 
 
 
 Added logic to save when whoCanBook is changed with a confirmation Modal (#145624) 
 Problem 
 
 When you change Who Can Book from Everyone to one of the other options, you can’t add people groups until you save first. 
 
 
 Solution 
 
 Switching between Who Can Book options now saves automatically. 
 A confirmation pop-up appears when switching to Everyone to prevent accidental changes. 
 This helps avoid losing any people groups that were already added. 
 
 
 When marking attendance, and there is only one session, default the drop-down to that session (#146256) 
 Problem 
 
 The default does not show the session if there are no multiples 
 
 
 Solution 
 
 When marking attendance, and there is only one session, default the drop-down to that session 
 
 
 No master data for Motivation for booking default values (#146251) 
 Problem 
 
 
 No master data for Motivation for booking default values. 
 

 Solution 
 
 
 Ensure master data for learning management is copied over. 
 
 
 
 Event Scheduling: Selecting an event/day on the calendar view opens a modal instead of the side view (#145136) 
 Problem 
 
 Selecting an event/day on the calendar view opens a modal instead of the side view   
 
 Solution 
 
 When clicking on an event on the calendar, do not open a modal; open the side menu. 
 
 
 
 People Management 
 Updated styling on the data tables (#146324) 
 Problem 
 
 Paging controls are displayed even when there are not enough items to require paging. 
 They should only appear when the number of items exceeds the paging limit. 
 The delete icon is also not aligned correctly 
 It should appear against the right edge of the table, but there is currently extra spacing. 
 
 
 Solution 
 
 Updated the layout and styling so that paging controls only appear when needed. 
 Adjusted the spacing to correctly align the delete icon with the right edge of the table. 
 
 
 
 Performance Management 
 Changed DateTime Picker to Date picker (#146543) 
 Problem 
 
 The new date picker that has been added to the due date field when adding action plans now has a button to select the time as well. 
 
 
 Solution 
 
 Removed the time picker. 
 
 
 Updating Score Label Mapping cards to white background (#146352) 
 Problem 
 
 On the Score Label Mapping page (under Performance Years → Review Setups), the mapping header and options are not displayed within the card with the scoring criteria, making the section harder to read. 
 
 
 Solution 
 
 Updated the styling so that the mapping header and options are displayed within the card, improving clarity and layout. 
 
 
 No date picker on Action plans (#146349) 
 Problem 
 
 Date time picker not rendering on action plans when using dayjs 
 
 
 Solution 
 
 Changed to make use of Syncfusion's picker 
 
 
 Add change to calculate running score when copying manager score to final rating score (#146110) 
 Problem 
 
 Solution 
 
 Added a new change to calculate the running score when copying the manager rating to the final rating 
 
 
 
 Master Data 
 Fix ListMasterData filter by properly parsing values (#146258) 
 Problem 
 
 Filtering for ListMasterData in JobProfiler/ExportDataService did not work due to the value being improperly parsed as a string. 
 
 
 Solution 
 
 Handle different GRPC value types to properly convert the value to the primitive type before calling.ToString()  
 
 
 
 General 
 Replace broken popover component with new custom SyncFusion Popover component (#144966) 
 Problem 
 
 Popover on React pages is misaligned and does not behave correctly anymore due to the recent package upgrades. Previous attempts to fix it were unsuccessful, so we decided to replace it with a new popover component.  
 
 
 Solution 
 
 Replaced usages of Popover with the new SyncFusionPopover component, a custom component built on the SyncFusion library that works correctly and provides more options for interactability. 
 
 
 
 Data Warehouse 
 Adjusted StudentSubjects to include records with ModeratedMark (#144417) 
 Problem 
 
 The DWH currently removes the subjects if all the marks are -1, regardless of whether it has a moderated mark within StudentSubjects 
 
 
 Solution 
 
 Added step within StudentSubjects to keep records for scenarios where either all the marks are -1 or where all the marks are -1, but it also has a Moderated Mark 
 
 
 Updated Delete steps for LearningManagement_ETL SSIS Package (#142737) 
 Problem 
 
 The package can fail if LearningManagement is set to false within PackageSettings, which is caused by the delete step for each Data Source within LearningManagement_ETL SSIS Package 
 
 
 Solution 
 
 Added IF EXISTS check to prevent deletes when LearningManagement is set to false in PackageSettings for SSIS Package LearningManagement_ETL 
 
 
 Added updates for Data Dictionary (#146242) 
 Problem 
 
 By default, the People Data Source is named as Users - ID Number, which is set by default not to be selectable  
 
 
 Solution 
 
 Added Step to rename Data Source Users to People - Added Step to set field ID Number as selectable and searchable 
 
 
 Corrected step for cmFileTypeContents (#143697) 
 Problem 
 
 The package failed on step "Delete cmFileTypeContents" due to an incorrect field name.  
 
 
 Solution 
 
 Updated script to use the correct date name field within step "Delete cmFileTypeContents" 
 
 
 Created new Folders for DWH Code Review Process (#145986) 
 Problem 
 
 It is currently difficult to review the DWH scripts due to how SSIS packages work 
 
 
 Solution 
 
 Created folders and aligned the container steps that will assist in making code reviews easier using GitHub 
 
 
 Adjusted step within pdmContracts for OverallFinalScore calculations (#146110) 
 Problem 
 
 Currently, the OverallFinalScore are not being updated correctly due to the reference data that is being used  
 
 
 Solution 
 
 Updated step by removing @ReferenceDate and added a check if Script is being executed between 12 and 2 am within IF EXISTS to ensure that the OverallFinalScore are being updated correctly within pdmContracts 
 
 
 
 Tenant Management 
 Resolve select2 positioning issue (#146533) 
 Problem 
 
 The search box was working, but was not rendering relative to its position after scrolling. 
 
 
 Solution 
 
 Ensure the search box appears relative to the clicked spot after scrolling, and clear out any previously opened search boxes 
 
 
 
 Imports 
 Add JobProfiler pre-import procedure to remove overlapping appointments (#144266) 
 Problem 
 
 When importing data, all overlapping appointments that may cause a rejection should be removed to prevent rejection.  
 
 
 Solution 
 
 Add a custom pre-import script to remove overlapping breaking positions for the user and position. 
 
 
 
 Learning Management 
 Resolve the success message not showing on the marksheet and allow the moderated mark to be removed (#146077) 
 Problem 
 
 Success snackbar not showing when saving, also not able to remove the moderated mark. 
 
 
 Solution 
 
 Resolve the success message not showing on the marksheet and allow the moderated mark to be removed. 
 Snackbar is not properly loaded in the SPA minimal page. 
 Created a helper snack to re-use in spa-mimimal pages.

Version 9.1.217 (23 March 2026)
People Management 
 Fix adding Employment History opens blank modal (#146276) 
 Problem 
 
 Adding Employment History opens a blank modal  
 
   
 Solution 
 
 Hook the button click event on the document to ensure the event is always bound 
 
   
 Resolved Dashboard work anniversary date (#143995) 
 Problem 
 
 On the dashboard, the work anniversary is using a custom calculation and not the same method as the people dashboard uses 
 
   
 Solution 
 
 Updated method being used, as well as including the start date in the company as requested to be used, should it have a value 
 
   
 Resolve the issue where you cannot add an appointment for a user when the appointment history is viewed from the summary page (#146062) 
 Problem 
 
 When trying to add an appointment, the '+ Appointment' button does nothing; you have to click on another submenu item within the appointment section and then back to appointment history before the button works.  
 
   
 Solution 
 
 Changed the click event to bind on a class and not the Id of the button, the button does not seem to be immediately available when the partial is being rendered and the event cannot be bound. Also removed an incorrect id on the Transfer person button that caused duplicate element IDs to exist in the markup. 
 
   
 Add materialise people group users tooling and extend the limited API to allow partial refresh (#146057) 
 Problem 
 
 The people group materialisation queue is flooded with queue requests, causing the materialisation process to take excessively long. The distribution to other services also causes extreme delay. 
 
   
 Solution 
 
 Add SQL and orchestration tooling to materialise/sync people group users across environments and wire through API flags.  
 Add stored procedures and types:
 
 JobProfiler.GetRulesetPeopleGroupsForMaterialisation 
 JobProfiler.PeopleGroupIdList (TVP) 
 JobProfiler.SyncMaterialisedPeopleGroupUsers to select, prepare and merge materialised people group users. 
 
 
 Add RecalculateMaterialisedPeopleGroupUsers.ps1 and task XML to orchestrate fetching people-group users via the JobProfiler API, batch processing, and calling the sync proc (supports preview mode, batching and logging). 
 Update gRPC proto (people_groups.v1.proto) to include always_recalculate and bust_cache request fields and pass them through in PeopleGroupsServiceV1. 
 These changes enable controlled synchronisation of materialised people-group users, with options to force recalculation and bust cache, plus a PowerShell orchestrator to run the process and preview changes before committing. 
 PowerShell script: Fetch the people groups to process for all rulesets or a specific ruleset. 
 Choose all active people groups or only the people groups that have an unprocessed log in the materialised data log queue. 
 Using the limited people group users API, refresh the calculated people group user. 
 Bust the Redis cache. 
 Process the people groups in batches of 150 to keep the CPU and memory used limited. 
 Materialise each ruleset's users at the end using a merge statement 
 
   
 
 Report Builder 
 Added authorisation checks when running reports to ensure that the user has report permission (#146156) 
 Problem 
 
 Although the report permissions are enforced on the front end and only display the available reports that the user has access to, should the user have the URL or report ID for any other report, they can still run and view the report. 
 
   
 Solution 
 
 Cache user report access and perform validation when running a report to ensure that the user has the required access. 
 
   
 
 System Access 
 System Menu target audience not being able to select any values (#146218) 
 Problem 
 
 When linking people groups in the System Menu, existing (previously saved) items were not displaying as checked checkboxes after reload. Instead, they appeared as either 
 
   
 Solution 
 
 Always render the checkboxes, as the existing linked target audiences can not be interacted with. 
 
   
 
 Performance Management 
 KPI and KPA tooltips causing styling issues (#146000) 
 Problem 
 
 KPIs and KPAs tooltips are currently causing incorrect styling for Review Setup Templates 
 
   
 Solution 
 
 Removed jQuery tooltips, added, as they conflict with MDB tooltips, also added a title tag to the KPIs to ensure the tooltips are displayed. 
 
   
 Ensure Bulk Recalculation Errors are properly logged, and the batch status is correctly updated (144245) 
 Problem 
 
 When bulk recalculations fail due to an unhandled exception, the batch status remains unprocessed, and the items don't indicate the failure.  
 
   
 Solution 
 
 Ensure bulk recalculation failures are properly logged and status updated. Also had to change how the datatables are destroyed/cleared, which has changed with the latest versions. 
 
   
 Template tooltips display as text and cause incorrect page styling (KPAs) (#146000) 
 Problem 
 
 When editing a review setup template and providing a KPA with a very long name, the tooltips display without hovering over the text, causing incorrect page styling. 
 
   
 Solution 
 
 Added the on-hover tag to the HTML element to ensure it only shows when the user hovers over the ellipses. 
 
   
 Template tooltips display as text and cause incorrect page styling (#146000) 
 Problem 
 
 When editing a review setup template and providing a KPI with a very long name, the tooltips display without hovering over the text, causing incorrect page styling. 
 
   
 Solution 
 
 Added the on-hover tag to the HTML element to ensure it only shows when the user hovers over the ellipses. 
 
   
 
 Data Warehouse 
 Adjusted PowerShell scripts for ContentManagement (#143697) 
 Problem 
 
 The PowerShell scripts did not run successfully on the file server due to authentication errors 
 
   
 Solution 
 
 Adjusted PowerShell scripts to use SQL Auth so that they can be run within SQL Job instead 
 
   
 Renamed the DataSource name from "User Access" to "Invalid User Access" (#136620) 
 Problem 
 
 The data source name User Access for audit is not efficient 
 
   
 Solution 
 
 Renamed the DataSource name from "User Access" to "Invalid User Access" within the Data Dictionary 
 
   
 Added RulesetID within lmReportCards (#144417) 
 Problem 
 
 Field RulesetID is required within lmReportCards 
 
   
 Solution 
 
 Added field RulesetID within lmReportCards 
 
   
 Created DWH Package backup folder (#143175) 
 Problem 
 
 Currently, there is no DWH backup of the package for the case of rollback 
 
   
 Solution 
 
 Created DWH Package Backup folder 
 Added the current DWH package to the newly created folder 
 
   
 Added fields ProfileName and LineManagerProfileName (#144930) 
 Problem 
 
 Fields ProfileName and LineManagerProfileName are required within accUsers and jpReportingLines 
 
   
 Solution 
 
 Added field ProfileName within accUsers 
 Added field LineManagerProfileName within jpReportingLines 
 
   
 Added fields YearName, GradeName and CycleName within lmReportCards (#144417) 
 Problem 
 
 Fields YearName, GradeName and CycleName are required within lmReportCards 
 
   
 Solution 
 
 Added fields YearName, GradeName and CycleName within lmReportCards 
 
   
 
 Job Management 
 API Endpoint returning inactive employees (#146082) 
 Problem 
 
 API Endpoint returns terminated employees. 
 
   
 Solution 
 
 Modify logic to ensure only employees with active appointments are being returned. 
 
   
 ListOrgUser endpoint returns Children Org users (#145915) 
 Problem 
 
 The ListOrgUser Endpoint returns the children of the searched org as well. 
 
   
 Solution 
 
 This is not the intended behaviour of this endpoint, corrected the logic so it only lists the org which was searched for and not levels below this org. 
 
   
 
 Learning Management 
 Resolve TinyMCE warning displayed and editor disabled on absent notification email modal (#146211) 
 Problem 
 
 When attempting to send absent notifications, a warning is displayed, and the tinymce editor opens.  
 
   
 Solution 
 
 Explicitly state the GPL licence key usage on the React editor component.  
 
   
 
 Imports 
 Correct the retrieval of all users' roles when doing a bulk user role import (146187) 
 Problem 
 
 The api returns no roles when the user list is empty. For the bulk import, the list of usernames is always empty, and so no roles are imported. Blanks in the list are also incorrectly considered as users 
 
   
 Solution 
 
 Exclude empty or whitespace usernames before building ruleset-prefixed usernames for ListUserRolesAsync, preventing invalid/empty entries from being queried. Also, build the response from rolesByUsername.Keys (instead of the original request list) and ensure users without roles get an empty role list, keeping the returned user-role mapping consistent with the queried results. 
 
   
 
 Communication Portal 
 Resolved Notification message still referencing old table (#146107) 
 Problem 
 
 Changed mad to rename tables and structure, but the notification query was not updated to reference the new tables  
 
   
 Solution 
 
 Updated the reference tables to correctly call the new tables 
 
   
 
 Notifications 
 Update example data for anniversary notification, resolve problem with tinymce editor injecting current address before placeholder, Show "No placeholder" message when placeholder table is empty (#145927) 
 Problem 
 
 TinyMCE editor injects the correct relative path into the Source of image, example data for images are not correct, and when the list of anniversaries is empty, the placeholder is still shown in email instead of replacing it with No Birthday list.  
 
   
 Solution 
 
 Update example data for anniversary notification, resolve problem with tinymce editor injecting current address before placeholder, Show "No placeholder" message when placeholder table is empty 
 
   
 
 Translations 
 Updated translations (#145685) 
 Problem 
 
 Tenant Setup | Hover over any of the Product icons on the list page. The message at the bottom of the pop-up should be changed. 
 
   
 Solution 
 
 Updated the message to the desired text: "Licences not displayed inherit from the CORE Licences". Used AI to translate the updated message to all available languages. 
 
   
 
 Event Scheduling 
 Add translations for error:learningManagement.eventScheduleIncorrectWhoCanBookType (#145966) 
 Problem 
 
 No translation existed for error:learningManagement.eventScheduleIncorrectWhoCanBookType  
 
   
 Solution 
 
 Add translations for error:learningManagement.eventScheduleIncorrectWhoCanBookType Also, add .cursor-pointer style globally and explicitly  
 
   
 
   
   
  

Version 9.1.216 (23 March 2026)
Performance Management 
 Remove required asterisk from review survey import options on review year setup configuration (#144151) 
 Problem 
 
 Value survey import options are shown as required when configuring review year setup period options.  
 
   
 Solution 
 
 Remove the required attribute from dropdowns.  
 
   
 Further styling adjustment for create contract modal (#145634) 
 Problem 
 
 Create performance agreement modal options that have additional padding at the bottom of each option. Found that the default 'option' class has recently gotten a specific height set (potentially due to package upgrades). 
 
   
 Solution 
 
 Enforce a max-height on the options section of the create performance agreement modal. 
 
   
 Resolved Subordinate count (#145732) 
 Problem 
 
 Subordinate counts are done, but only a join from contracts is done, which causes users without a contract not to display the subordinate button if there are any  
 
   
 Solution 
 
 Adjusted query logic to have a table with users and subordinate count  
 
   
 Fixed updating of check-in comments for admins (#145530) 
 Problem 
 
 The updating of check-in comments for admins was not working. 
 
   
 Solution 
 
 Fixed the update functionality. The serverUrl did not match the controller method; an additional parameter was needed. 
 
   
 Resolved Subordinates not being shown and user agreements when impersonating a subordinate (#145732) 
 Problem 
 
 When a user does not have a contract yet, no calculation can be done to see if the user has any subordinates. When impersonating a subordinate to see their subordinates, you can access their incorrect agreement 
 
   
 Solution 
 
 Correct the SQL query to join from users to ensure the count is done on users identified. Parse the param and handle the first selection when impersonating a subordinate 
 
   
 Resolve styling issue on performance agreement create modal (#145634) 
 Problem 
 
 Create performance agreement modal options that have additional padding at the bottom of each option.  
 
   
 Solution 
 
 Enforce the correct height for options on the create performance agreement modal. Consolidated styling 
 
   
 Resolve styling issue on performance agreement create modal (#145628) 
 Problem 
 
 Icons on the dashboard timeline are misaligned and no longer display center of the timeline bar.  
 
   
 Solution 
 
 Fix the alignment of icons on the timeline phase bars 
 
   
 
 People Management 
 When the user does not have a name, surname or profile image, use the first three digits of the username for the avatar (#145610) 
 Problem 
 
 When the name, surname, initials and known as are not supplied and the user does not have a profile picture, the avatar displays empty or with a question mark. 
 
   
 Solution 
 
 Use the first three digits of the username on the avatar.  
 
   
 Resolved text being displayed on tab open (#145614) 
 Problem 
 
 Change made to show text when the menu tab opens, but it shows immediately before the tab starts to open  
 
   
 Solution 
 
 Add a delay to start showing text when the tab opens 
 
   
 
 Organisational Structure 
 Resolved org structure not expanding on roles (#145942) 
 Problem 
 
 Missing logic on the tree view and node expanding within the people group modal  
 
   
 Solution 
 
 Added implementation and missing events and structure to match that of the org structure, to allow expanding events and data to be loaded 
 
   
 
 Job Management 
 Duplicate Appointments returning with API endpoint (#145514) 
 Problem 
 
 Duplicate Appointments are returning for the ListManagerSubordinates endpoint. 
 
   
 Solution 
 
 Modified the Endpoint to only return active appointments. 
 
   
 
 Master Data 
 Resolved DateTime Format issues on Master Data (#145790) 
 Problem 
 
 When using a datetime, it gets converted to a string, referencing a value as "2026-01-01T00:00", when the SQL is built up this is an invalid parameter and throws converstion errors 
 
   
 Solution 
 
 Add a change to check for the type when it is of type string and DateTime, or DateTimeOffset, try to parse this value to then insert from a valid DateTime value 
 
   
 
 Event Scheduling 
 Fix event name size on calendar view (#145626) 
 Problem 
 
 Seems that the default height of events on the Syncfusion calendar view has decreased, which results in the event name not properly fitting inside the event.  
 
   
 Solution 
 
 Decrease the line height and make the font a little bit smaller  
 
   
 Fix Learning Management Empty who can book a large dataset (#145146) 
 Problem 
 
 If a user has no subordinates, but tries to book an event for others, the system attempts to return all users in a ruleset, causing the system to hang 
 
   
 Solution 
 
 Return no results if there are no subordinates to book for  
 
   
 
 Learning Management 
 Resolve issue where snack message is not displayed when saving attendance (#145804) 
 Problem 
 
 The snack message to indicate that the attendance save was successful or failed is never displayed, leading to confusion on the user side as there is no indication that anything happened.  
 Also, the reload fails because the snack is not being displayed/errored.  
 Appears that the global snack function is not getting injected into the spa-minimal page when the page is called directly; other global references like axios work fine.  
 
   
 Solution 
 
 Added a safe handler to check if the global snack function exists and use it; if not then it falls back to the SnackBar, which is injected on the minimal layout and is available to use. 
 
   
 
 Imports 
 Correct username changes based on id numbers. Correct the creation of new country master data (#145663) 
 Problem 
 
 The usernames are not updated from idnumbers and new users are created. New country and province master data fails to create  
 
   
 Solution 
 
 Correct the logic to query the users with matching id numbers for updates. Correct the contructor creating new master data for province and country. 
 
   
 
 Data Warehouse 
 Added PAYU Tables (#144877) 
 Problem 
 
 Tables accPAYUSummary and accPAYUDetail are required within the V9 DWH 
 
   
 Solution 
 
 Added tables accPAYUSummary and accPAYUDetail 
 
   
 Resolved errors for ContentManagement_ETL (#143697) 
 Problem 
 
 SQL Errors occurred for cmFileTypeContents due to not referencing the staging table correctly 
 The IF check for creating tables for cmFileTypeContents also generated SQL Errors 
 
   
 Solution 
 
 Resolved the errors for cmFileTypeContents within ContentManagement_ETL.dtsx and CreateTables.dtsx 
 
   
 
 Dashboards 
 Replace Highcharts with chart.js in V8 (#143430) 
 Problem 
 
 Highcharts is outdated, and the renewal is too high 
 
   
 Solution 
 
 Chart.js is already used in V8; replace Highcharts with Chart.js 
 First, determine the impact and provide a more accurate effort before continuing with changes 
 
   
 
 New Functionality 
 Requisitions via the ChatBot (#135118) 
 
 New People Admin Permission, Request Requisitions/Replacements
 
 Added a new permission for the additional section of People Management, and displayed this new permission in the frontend 
 
 
 
   
 
 As a People Admin/Manager, I want to initiate new requisitions from the People Management module
 
 Add new logic to determine if the logged-in user has the Request Requisitions permission. If they do, then the corresponding button with the redirect (User Story 4) will appear in the People Management module Next to the + Person Button 
 
 
 
   
 
 As a People Admin/Manager, I want to initiate a replacement from the People Management module
 
 Added additional functionality to determine if the logged-in user has the Request Requisitions permission and then display the button, which will redirect the user to the Chatbot 
 
 
 
   
 
 As a System Owner, I want a New API End-Point: List of Users in Specified Org Units
 
 Add a new API endpoint which returns a list of users in a specific org unit and only returns the requested columns 
 
 
 
   
 
 As a System Owner, I want a New API End-Point: People Reporting to
 
 Add a new Endpoint which uses managerUsername to get the ID of the manager in the system, then gets a list of subordinates of that manager 
 
 
 
   
 
 As a System Owner, I want a New API End-Point: Users with Specified Jobs
 
 Add a new API endpoint which returns user information based on multiple search criteria. 
 
 
 
   
 Job Management: Re-activate positions marked as Inactive (#139481) 
 
 As a People Management Administrator, I want to be able to re-activate a previously marked inactive position so that I can re-use it for future appointments. 
 As a People Management Administrator, I want to be able to set the status of each position (e.g., Planned, Budgeted, Unapproved, Approved), so that I can generate categorized reports for better workforce planning. 
 As a People Management Administrator, I want to be able to define the validity period of each position (e.g., Valid From and Valid To), so that I can track position timelines. 
 
 Helper text must show that it is for future use as well.  
 
 
 As a People Management Administrator, I want to be able to specify the Minimum and Maximum Budget for each position, so that I can analyze and report on budget allocations across positions. 
 As a People Management Administrator, I want to see the newly entered data on the Job Management page where all the positions are summarized. 
 
   
 
  

Version 9.1.215.6 (Support Release - 17 March 2026)
Performance Management 
 No date picker on Action plans (#146349) 
 Problem 
 
 Date time picker not rendering on action plans when using dayjs 
 
   
 Solution 
 
 Changed to make use of Syncfusion's picker 
 
   
 KPI and KPA tooltips causing styling issues (#146000) 
 Problem 
 
 KPIs and KPAs tooltips are currently causing incorrect styling for Review Setup Templates 
 
   
 Solution 
 
 Removed Jquery tooltips, added them, as they conflict with MDB tooltips, also added a title tag to the KPIs to ensure the tooltips are displayed. 
 
   
 Template tooltips display as text and cause incorrect page styling (KPAs) (#146000) 
 Problem 
 
 When editing a review setup template and assigning a KPA a very long name, the tooltips appear without hovering over the text, causing incorrect page styling. 
 
   
 Solution 
 
 Added the on-hover tag to the HTML element to ensure it only shows when the user hovers over the ellipses. 
 
   
 Template tooltips display as text and cause incorrect page styling (#146000) 
 Problem 
 
 When editing a review setup template and providing a KPI with a very long name, the tooltips display without hovering over the text, causing incorrect page styling. 
 
   
 Solution 
 
 Added the on-hover tag to the HTML element to ensure it only shows when the user hovers over the ellipses. 
 
   
 
  

Version 9.1.215.5 (Support Release - 13 March 2026)
Performance Management 
 Add change to calculate running score when copying manager score to final rating score (#146110) 
 Problem 
 
 There is no running score when copying the manager's score to the final score 
 
   
 Solution 
 
 Added a new change to calculate the running score when copying the manager rating to the final rating 
 
   
 
  

Version 9.1.215.4 (Support Release - 13 March 2026)
Report Builder 
 Added authorisation checks when running reports (#146156) 
 Problem 
 
 Although the report permissions are enforced on the front end and only display the available reports that the user has access to, should the user have the URL or report ID for any other report, they can still run and view the report. 
 
   
 Solution 
 
 Cache user report access and perform validation when running a report to ensure that the user has the required access. 
 
   
 
 System Access 
 System Menu target audience not being able to select any values (#146218) 
 Problem 
 
 When linking people groups in the System Menu, existing (previously saved) items were not displaying as checked checkboxes after reload. Instead, they appeared as either 
 
   
 Solution 
 
 Always render the checkboxes as the existing linked target audiences can not be interacted with. 
 
   
 
 People Management 
 Fix adding Employment History opens blank modal (#146276) 
 Problem 
 
 Adding Employment History opens a blank modal 
 
   
 Solution 
 
 Hook the button click event on the document to ensure the event is always bound 
 
   
 
  

Version 9.1.215.3 (Support Release - 11 March 2026)
Performance Management 
 Ensure Bulk Recalculation Errors are properly logged, and the batch status is correctly updated (#144245) 
 Problem 
 
 When bulk recalculations fail due to an unhandled exception, the batch status remains unprocessed, and the items don't indicate the failure. 
 
 
 Solution 
 
 Ensure bulk recalculation failures are properly logged and status updated.  
 Also had to change how the datatables are destroyed/cleared, which has changed with the latest versions. 
 
 
 
 Learning Management 
 Resolve TinyMCE warning displayed and editor disabled on absent notification email modal (#146211) 
 Problem 
 
 When trying to send absent notifications, a warning is displayed, and the tinymce editor is displayed. 
 
 
 Solution 
 
 Explicitly state the GPL licence key usage on the React editor component.

Version 9.1.215.2 (Support Release - 10 March 2026)
Imports 
 Correct the retrieval of all users' roles when doing a bulk user role import (#146187) 
 Problem 
 
 The api returns no roles when the user list is empty. For the bulk import, the list of usernames is always empty, and so no roles are imported. Blanks in the list are also incorrectly considered as users 
 
   
 Solution 
 
 Exclude empty or whitespace usernames before building ruleset-prefixed usernames for ListUserRolesAsync, preventing invalid/empty entries from being queried. Also, build the response from rolesByUsername.Keys (instead of the original request list) and ensure users without roles get an empty role list, keeping the returned user-role mapping consistent with the queried results. 
 
   
 
 People Management 
 Resolve the issue where you cannot add an appointment for a user when the appointment history is viewed from the summary page (#146062) 
 Problem 
 
 When trying to add an appointment, the '+ Appointment' button does nothing; you have to click on another submenu item within the appointment section and then back to appointment history before the button works. 
 
   
 Solution 
 
 Changed the click event to bind to a class and not the Id of the button. The button does not seem to be immediately available when the partial is being rendered, and the event cannot be bound.  
 Also removed an incorrect id on the Transfer person button that caused duplicate element ids to exist in the markup. 
 
   
 Add materialise people group users tooling and extend the limited API to allow partial refresh (#146057) 
 Problem 
 
 The people group materialisation queue is flooded with queue requests, causing the materialisation process to take excessively long. The distribution to other services also causes extreme delay. 
 
   
 Solution 
 
 Add SQL and orchestration tooling to materialise/sync people group users across environments and wire through API flags. 
 Add stored procedures and types: JobProfiler.GetRulesetPeopleGroupsForMaterialisation, JobProfiler.PeopleGroupIdList (TVP), and JobProfiler.SyncMaterialisedPeopleGroupUsers to select, prepare and merge materialised people group users. 
 Add RecalculateMaterialisedPeopleGroupUsers.ps1 and task XML to orchestrate fetching people-group users via the JobProfiler API, batch processing, and calling the sync proc (supports preview mode, batching and logging). 
 Update gRPC proto (people_groups.v1.proto) to include always_recalculate and bust_cache request fields and pass them through in PeopleGroupsServiceV1.  
 These changes enable controlled synchronisation of materialised people-group users, with options to force recalculation and bust cache, plus a PowerShell orchestrator to run the process and preview changes before committing. 
 Powershell script
 
 Fetch the people groups to process for all rulesets or a specific ruleset. 
 Choose all active people groups or only the people groups that have an unprocessed log in the materialised data log queue. 
 Using the limited people group users API, refresh the calculated people group user. Bust the Redis cache  
 Process the people groups in batches of 150 to keep the CPU and memory used limited 
 Materialise each ruleset's users at the end using a merge statement 
 
 
 
   
 
 Organisational Structure 
 Resolved org structure not expanding on roles (#145942) 
 Problem 
 
 Missing logic on the tree view and node expanding within the people group modal 
 
   
 Solution 
 
 Added implementation and missing events and structure to match that of the org structure, to allow expanding events and data to be loaded 
 
   
 
   
  

Version 9.1.215.1 (Support Release - 4 March 2026)
Performance Management 
 Fixed updating of check-in comments for admins (#145530) 
 Problem 
 
 The updating of check-in comments for admins was not working. 
 
   
 Solution 
 
 Fixed the update functionality. 
 The serverUrl did not match the controller method; an additional parameter was needed. 
 
   
 
 Imports 
 Correct username changes based on id numbers. Correct the creation of new country master data (#145663) 
 Problem 
 
 The usernames are not updated from ID numbers, and new users are created. New country and province master data fails to create 
 
   
 Solution 
 
 Correct the logic to query the users with matching id numbers for updates. Correct the contructor creating new master data for province and country. 
 
   
 
 Learning Management 
 Resolve issue where snack message is not displayed when saving attendance (#145804) 
 Problem 
 
 The snack message to indicate that the attendance save was successful or failed is never displayed, leading to confusion on the user side as there is no indication that anything happened. Also, the reload fails because the snack is not being displayed/errored. Appears that the global snack function is not getting injected into the spa-minimal page when the page is called directly; other global references like axios works fine. 
 
   
 Solution 
 
 Added a safe handler to check if the global snack function exists and use it; if not, then it falls back to the SnackBar, which is injected on the minimal layout and is available to use. 
 
   
 
  

Version 9.1.215 (4 March 2026)
Performance Management 
 Resolved PM contract not being shown (#145475) 
 Problem 
 
 SQL query column name is incorrect, not being able to map, and also a wrong check for having any mappings  
 
   
 Solution 
 
 Corrected column name, and corrected logic check 
 
   
 Resolved check-ins dial active on Dashboard within PM Widget (#145475) 
 Problem 
 
 Check-In Dial is being displayed on the dashboard widget even if the phase is set as inactive 
 
   
 Solution 
 
 Adjusted the query to include the check and updated the dashboard to parse the value 
 
   
 
 People Management 
 Corrected function call on row to replace placeholders for document preview (#145642) 
 Problem 
 
 Cannot continue to preview the template document. Cannot continue when creating a document for a user 
 Cannot continue after signing a document  
 
   
 Solution 
 
 This pull request includes several updates focused on improving user interface accessibility, permission handling, and code modernisation for modal dialogues and table iteration in the People Management and Document Creation modules 
 
   
 Fixed KnownAs and Name displaying for LineManagers/Primary and Secondary Guardians (#145448) 
 Problem 
 
 The Name and KnownAs is displayed for the LineManager's (OR Guardian's) name on a person's profile. 
 
   
 Solution 
 
 Changed the logic so it displays the Known As if it is populated, else the Name, also removes surname if surname is already added to KnownAs field (some clients have it set up like that)... 
 
   
 
 Ruleset Management 
 Resolve issue where tenant details do not list ruleset details (#145689) 
 Problem 
 
 When creating a new tenant/ruleset, the default theme is copied from the source ruleset and is linked to the source theme's tenant ID.  
 
   
 Solution 
 
 When a ruleset is created, and a new tenant ID is provided, ensure that the ID is used, not the source ruleset's tenant ID. 
 
   
 Resolved text only visible after menu fully expanded (#145614) 
 Problem 
 
 The span text within the side menu is only shown after the side menu is fully expanded 
 
   
 Solution 
 
 Added a change to set the opacity of the span once it starts to expand, as well as no transition, so that the text is visible immediately 
 
   
 Resolved Page Help not being able to create new page files (#145680) 
 Problem 
 
 When creating a brand new user guide on a page that has no guide, a case can exist where only section 1 is filled in and not all the other sections. With the logic check, this then fails  
 
   
 Solution 
 
 The additional empty string check is not needed as the new id is already null, so need to create a new guide 
 
   
 
 Event Scheduler 
 Handle null LocationInOrg in OrganisationalUnit field (#145023) 
 Problem 
 
 Request fails if the OrganisationalUnit is null in the query  
 
   
 Solution 
 
 Ensure OrganisationalUnit is never null by using the null-coalescing operator to default to an empty string when x.LocationInOrg is null.  
 This prevents potential null reference issues. 
 
   
 Resolved Learner records not being created (#145571) 
 Problem 
 
 When learner records need to be created, no endpoint is hit 
 
   
 Solution 
 
 Corrected the URL build to include the slash, as the base URL is without the forward 
 
   
 Resolved case where attendees could not be removed (#145593) 
 Problem 
 
 There is a min and max number of attendees that can be set. This validation is used for adding and removing users, but when you want to only remove a user this still gets validated  
 
   
 Solution 
 
 Add a validation check to ensure the rule is only applied if the number of attendees to add is not 0 
 
   
 Resolved delete modal being able to delete with no reason filled in (#145594) 
 Problem 
 
 When deleting a group on Who Can Book, you can interact with the delete even if there is no reason filled in  
 
   
 Solution 
 
 Corrected the logic to pass the value check if there is a reason filled in 
 
   
 
 Job Management 
 Resolved Org Unit people group role additions/removes (#145664) 
 Problem 
 
 When removing an org unit people group role, it works as expected. If we want to re-add a role to an org people group, this people group already exists, which throws the method and can not proceed to then create the link 
 
   
 Solution 
 
 Adjusted/corrected logic to only create the people group if it does not exist, else proceed to create the link with the people group identified 
 
   
 Resolved Appointment history active position not on top (#145442) 
 Problem 
 
 Default data-sort properties are overriding the code filter to show the correct display order 
 
   
 Solution 
 
 Remove the data-sort properties, as that is user interaction afterwards  
 
   
 
 Learning Management 
 Removed height that causes large cards (#145714) 
 Problem 
 
 Style added of h-100, which causes the card to grow to a certain height. 
 
   
 Solution 
 
 Removed h-100 so that the card can grow as the content expands, and not force the height 
 
   
 Resolve height issue on Syncfusion grid toolbox control (#145434) 
 Problem 
 
 The training matrix grid controls' toolbox height is too big. 
 
   
 Solution 
 
 Resolve height issue on the Syncfusion grid toolbox control by adjusting height styling for the toolbox 
 
   
 Fixed Attendance History duplication (#145571) 
 Problem 
 
 Duplicated records on attendance history 
 
   
 Solution 
 
 Resolved the issue by paging by user instead of attendance records 
 
   
 
 Imports 
 Reverted one endpoint for Last Sync (#145052) 
 Problem 
 
 Development was done for the last sync changes. V8 development is still within Victrix, on V9, this causes the import of the one does fail 
 
   
 Solution 
 
 Added an additional endpoint to allow for backwards compatibility 
 
   
 
 Identity and Authorisation 
 Resolved autocomplete input fields labels overlap text (#145431) 
 Problem 
 
 When the form is auto-complete, the textbox label is still overlapping the input text; only after focusing on the textbox does it trigger the label to move 
 
   
 Solution 
 
 Added event after dom content loaded to load and apply the needed styling on the element to move the label, should there be content 
 
   
 
 Content Management 
 Handle 404 on upload by creating missing folders (#145218) 
 Problem 
 
 Users were experiencing issues uploading files to NextCloud, receiving a 404 error. This indicated that the system could not find the necessary folder to complete the upload 
 
   
 Solution 
 
 Implemented a new catch that will automatically create any missing folders when a 404 error occurs. 
 
   
 
  

Version 9.1.214 (4 March 2026)
Data Warehouse 
 Updated PowerShell scripts for ContentManagement (#143697) 
 Problem 
 
 FetchFileTypes.ps1 requires TrustServerCertificate 
 FetchZippedFolders.ps1 needs to be adjusted to calculate the folder size for zip folder contents 
 
 
 Solution 
 
 Updated FetchFileTypes.ps1 by adding TrustServerCertificate 
 Adjusted FetchZippedFolders.ps1 to calculate the folder size for zip folder contents 
 
 
 Adjusted container for jpPeopleGroupRoles to rather do a full refresh with each run (#143862) 
 Problem 
 
 The entries for jpPeopleGroupRoles are not being updated correctly when using EditedDate logic 
 
 
 Solution 
 
 Adjusted container for jpPeopleGroupRoles to rather do a full refresh with each run 
 
 
 
 Event Scheduler 
 Changed templates to be editable (#145572) 
 Problem 
 
 Templates can not be edited as they are set to read-only true 
 
 
 Solution 
 
 Change/update the template values to be read-only false 
 
 
 Change to make templates active by default (#145580) 
 Problem 
 
 When a new event is created, it creates the notifications active links with a default value of inactive 
 
 
 Solution 
 
 Change to be active instead 
 
 
 
 Imports 
 Change custom process to stage data to V9 for import from V8 - refactor transaction logic and remove unnecessary logic (#145163) 
 Problem 
 
 Single transaction across all steps is causing locks on import.imports table 
 
 
 Solution 
 
 Create smaller transactions around import.imports and import.importuserstagings 
 Remove unnecessary logic to backup data to sysemployeeimport_backupdata 
 Remove delete from sysemployeeimport as data can be imported ultiple times, the data difference check with will filter already imported data out.  
 
 
 Remove maxlength from Payroll PowerShell textarea to allow more complex scripts to be saved (#145135) 
 Problem 
 
 Large custom PowerShell scripts saved on the front-end are truncated 
 
 
 Solution 
 
 Remove the maxlength="@MaxLengths.TextAreaScript" attribute from the Payroll.PowershellScript textarea in Areas/Administration/Views/Ruleset/_Integration.cshtml. This allows longer PowerShell scripts to be entered without client-side truncation while keeping existing rows, classes, and whitespace handling. 
 
 
 
 People Management 
 Fix intl-tel-input flags not rendering (#145147) 
 Problem 
 
 intl-tel-input (Phone number inputs), did not render flags 
 
 
 Solution 
 
 The component now requires you to set the flags image path and the images that were copied from node modules using gulp, which corrupted the images. Fixed gulp copy in both identity and webmvc to not corrupt images by setting  encoding: false  
 
 
 
 Learning Management 
 Resolve missing Syncfusion scripts that are needed for the Grid control in MVC pages. Also modified ToSignifyDateTime extension to handle date strings that have a time component (#145434) 
 Problem 
 
 The training requirement matrix does not load. Also, learning manage product setup crashes when YearDTO master data has dates with a time component.  
 
 
 Solution 
 
 Resolve missing Syncfusion scripts that are needed for the Grid control in MVC pages. Also modified ToSignifyDateTime extension to handle date strings that have a time component. 
 
 
 
 Tenant Management 
 Tenant creation date and boolean defaults + order by expiry date (#144228) 
 Problem 
 
 When creating a tenant, expiry and system close date is not defaulted to the end of next month, and boolean values for lock system and display expiry messages not defaulted to disabled. Page also not ordered by expiry date ascending.  
 
 
 Solution 
 
 Tenant creation defaults expiry and close date to the end of next month. Lock system and expiry messages display defaulted to disabled, and the page is ordered by expiry date ascending by default 
 
 
 
 Identity and Authorisation 
 Resolved support user claim being added when it should not (#145443) 
 Problem 
 
 A support user claim is checked within DBCOntextBehaviour to change the editeduser property when it is not empty. There is a case that regenerates the claims, which adds the support claim, and then is not correctly removed if it is not the support flow because of the default value being seen as true  
 
 
 Solution 
 
 Revert logic, to always see the default value as false, and keep it as true 
 
 
 
 Job Management 
 Resolved parent tab being opened but no content shown (#145439) 
 Problem 
 
 When selecting the first parent element, it opens the dropdown list for app child items, but you have to select the child item to see any content 
 
 
 Solution 
 
 Add a change to select the first element if it exists, which triggers the click event to load the content 
 
 
 Resolved Appointment history view not taking new column (#145442) 
 Problem 
 
 A new development has been added for calculation on the current position, but the appointment history is not taking the new column into account  
 
 
 Solution 
 
 Added a new column, resolved logic checks, also updated the current/active text being displayed in the termination column, added a visual effect to the row, as well as a hover effect with the label 
 
 
 
 Organisational Structure 
 Resolved newly added org node item once clicked shows null (#144475) 
 Problem 
 
 Once a new org node has been created, JSON returns the newly added element. Should you immediately click on the positions, it retrieves the org path to set as a header, but it is NULL  
 
 
 Solution 
 
 Add JavaScript to set the element's value after creation

Version 9.1.213 (4 March 2026)
Imports 
 De-duplicate users on User ID (#143370) 
 Problem 
 
 Imports have multiple IDs, and this can cause a user to be added multiple times, causing import failures  
 
 
 Solution 
 
 De-duplicate users by user ID to avoid trying to update the same user multiple times in a bulk upsert 
 
 
 Reverted one endpoint for Last Sync (#145052) 
 Problem 
 
 Development was done for the last sync changes. V8 development is still within Victrix. On V9, this causes the import of the one to fail 
 
 
 Solution 
 
 Reverted the one endpoint, so when this goes live, it will not break the import. Revert once V8 goes Live 
 
 
 Resolved order display for push integration imports (#145172) 
 Problem 
 
 Display order is incorrect for indented imports  
 
 
 Solution 
 
 Add a change to the order according to the display order wanted 
 
 
 Resolved styling change for push imports (#144975) 
 Problem 
 
 The new development implemented makes the buttons very long as they are stacked next to each other, which grows the entire row  
 
 
 Solution 
 
 Add a change to rather display the 2 buttons below each other 
 
 
 Preserve CreatedDate when updating users when importing (#144208) 
 Problem 
 
 The created date of the user is overridden when the user is updated by the user import.  
 
 
 Solution 
 
 Passes createdDate: existingUser.CreatedDate into the user update/create call in ImportUsersCommandHandler so the original CreatedDate is preserved during import/update. This prevents the import flow from overwriting the user's original creation timestamp when an existing user is updated. 
 
 
 
 Content Management 
 Resolved Avatar selection (#145074) 
 Problem 
 
 When selecting a default image, it fails on the user profile  
 
 
 Solution 
 
 Corrected the path URL to first check in the new folder path of avatar-defaults 
 
 
 
 Performance Management 
 Resolved My Agreement pill item tab not present when multiple setup selections (#142417) 
 Problem 
 
 When a user is linked to multiple setups, a selection comes up to select the review setup should there be no existing contract, but there is no link button in the selections to navigate back to should they have other subordinate view items  
 
 
 Solution 
 
 Add a change to render a button on conditions, should there be even though a contract does not exists. Implement a change to handle the tab selection correctly after a review setup has been selected 
 
 
 Custom binding handler for decimal to cater for both ',' and '.' as decimal separators (#145167) 
 Problem 
 
 When the user's regional settings have ',' as the decimal seperator and the frontend sends through decimal as '.' then the value is lost during the model binding and results in _null_ value.  
 
 
 Solution 
 
 Added a custom decimal model binder provider that can be attached to a property/action parameter as an attribute, which then, in turn, performs custom binding of the value and converts the value to '.' so it binds correctly on the controller. 
 
 
 Fixed html tag not showing and removed whitespace (#144980) 
 Problem 
 
 One of the translations showed the tag on the ui and had whitespace beneath it.  
 
 
 Solution 
 
 Correctly apply the HTML tag and remove the whitespace.  
 
 
 Allow capturing rating scales with two decimal values (#145167) 
 Problem 
 
 Can't add rating scales with values that have two decimal places, e.g., 1.25 or 1.02  
 
 
 Solution 
 
 Allow adding rating scales with upto two decimal places 
 
 
 
 Report Builder 
 Added clause when no tenantId exists (#143579) 
 Problem 
 
 In cases where a table does not have a tenantId present, it fails.  
 
 
 Solution 
 
 Add a case to have the same logic, should it fail, fallback to query without tenantId 
 
 
 
 Data Warehouse 
 Created new SSIS Package Audit_ETL (#136619 & #136620) 
 Problem 
 
 New Datasource UserAccess is required  
 
 
 Solution 
 
 Created new SSIS Package "Audit_ETL.dtsx" 
 Created new ConnectionManager "V9_Master_Audit" 
 Created new Datasource "UserAccess" 
 Adjusted DataDictionary Scripts to include Audit 
 
 
 Updated step for accUserLoginStats to insert new field UniquePersonLoggingDays (#144473) 
 Problem 
 
 The insert step for accUserLoginStats does not include the new field UniquePersonLoggingDays 
 
 
 Solution 
 
 Updated insert step for accUserLoginStats to include the new field UniquePersonLoggingDays 
 
 
 Resolved issue for accUserLogins to only return successful Logins (#144473) 
 Problem 
 
 The accUserLoginStats calculation for V10 only returned failed logins, which is incorrect 
 
 
 Solution 
 
 Corrected the accUserLoginStats calculation for V10 to only return successful logins 
 
 
 
 People Management 
 Cleanup failed profile creations, identity user (#145199) 
 Problem 
 
 A user appointment process failed due to a duplication/overlapping error. During cleanup, the user account was removed, but the associated identity record remained. A later import updated the username of an existing account, but the identity could not be updated due to a conflicting existing username. This resulted in the identity being linked to a different account. When the user attempted to log in with the updated username, no matching account could be resolved, causing the application to become unresponsive.  
 
 
 Solution 
 
 When a new person's appointment fails, be sure to delete the identity user also. This ensure futher username changes and re-adding of the same user will occur correctly 
 
 
 Clear tab pane when switching between tabs (#145173) 
 Problem 
 
 After viewing a tab, then moving to another tab, the previously visited tab remains on the screen while viewing the new tab 
 
 
 Solution 
 
 Clear tab pane when switching between tabs 
 
 
 Fix "We're Sorry" error appears when navigating to Positions from Appoint User Screen (#144487) 
 Problem 
 
 The system displays a "We're Sorry" error when navigating to Positions from the Appoint User Screen  
 
 
 Solution 
 
 When navigating to Positions from the Appoint User Screen, change the breadcrumb to refer the user to where they came from. 
 
 
 Fix Summary, Timetable & Attendance Views not showing when in learning mode (#145057) 
 Problem 
 
 Summary, Timetable & Attendance Views not showing content when in learning mode  
 
 
 Solution 
 
 Fix Summary, Timetable & Attendance Views not showing content when in learning mode 
 
 
 
 Job Management 
 Close the tab when navigating back from positions when it was opened from adding a position on people management (#144487) 
 Problem 
 
 The user adds a new position from the appointment screen, which opens the job management positions in a new tab. Navigating the breadcrumb back results in taking the user back to the appointment screen of the tab they are on. It should rather close the tab which reflects the same action that saving the form does.  
 
 
 Solution 
 
 Close the tab when the user navigates back. Still need to keep the `useRefererBreadcrumb` so that only one breadcrumb is added. 
 
 
 Refactor appointments active calculation (#144278) 
 Solution 
 
 Add a new change to calculate appointments within commands and imports instead of recalculating within each query. 
 Adjust queries to make use of the new column instead of calculating each time 
 
 
 + Inherent Requirements" button appears on all the Job Requirement Tabs (#144476) 
 Problem 
 
 "+ Inherent Requirements" footer button appears on all the Job Requirement Tabs  
 
 
 Solution 
 
 Ensure the "+ Inherent Requirements" footer button only appears on all the "Inherent Requirements" tab 
 
 
 
 Tenant Management 
 Send notifications subscription toggle and date quick select buttons (#144227) 
 Problem 
 
 New expiry date should be the same as the current expiry date; buttons need to be added to quickly set dates (for end of this week, end of next week, etc); and a new toggle to be added to enable and disable subscription expiry and system close notifications  
 
 
 Solution 
 
 New expiry date defaulted to current expiry date; 4 buttons added to quickly set the dates; new toggle added which persists in the database against the subscription, and displays value; and then added logic to ensure when disabled, no system expiry or close notifications are sent  
 
 
 
 Communication Portal 
 Resolved add button not being rendered correctly (#144928) 
 Problem 
 
 When being rendered within the footer, the Bootstrap footer styling affects the position relative of the add new container which hides the menu dropdown  
 
 
 Solution 
 
 Moved the add to the modal header, and adjusted the icon's background to look the same as the Nav.  
 
 
 
 Learning Management 
 Remove username from coordinator name on events calendar view (#145139) 
 Problem 
 
 When a coordinator's username is their id number, then it raises POPI concerns when displayed.  
 
 
 Solution 
 
 Hide the username and only show the first and last name. 

Version 9.1.212 (4 March 2026)
People Management 
 Resolve issue with ESS settings not correctly reflecting (#145003) 
 Problem 
 
 Self Service settings are not correctly displaying, everything shows as disabled. When viewing user profile indicates that no self service settings have been configured.  
 
 
 Solution 
 
 Admin / Ess view and edit values are not correctly retrieved leading everything to default to false. Corrected the fetch so that it correctly maps the view and edit options from the database. Additionally moved the selfservicesetup cachepattern to the shared location. Also on the BustAllRulesetCachekeys it was only looking at patterns that start with 'RS{0}_CacheKey', but for self service setup the pattern starts as 'sss' so it never gets removed from cache, unless you physically update the cache settings. Now when cache is fully busted will also refresh ESS. 
 
 
 Resolved user not being able to edit his own details (#144785) 
 Problem 
 
 Logged in user could not edit his own details Particulars and Biographical shared same checks  
 
 
 Solution 
 
 Added LoggedInUser check Split out particulars and Biographical 
 
 
 Implemented update to also take into account self service id validation (#143993) 
 Problem 
 
 When an id number is updated within personal details it is not taking into account the validation settings Duplicate methods on self service and misleading method name on the one call  
 
 
 Solution 
 
 Add new implementation to take into account id validation refactor duplicate calls and correct the duplicate models 
 
 
 
 Job Management 
 "Do basic self-assessment" icon not clickable (#144469)  
 Problem 
 
 Event listener was never triggered 
 
 
 Solution 
 
 Move to only instantiate directly after the data has been loaded 
 
 
 Manager cannot view subordinates Competencies (#144468) 
 Problem 
 
 No development exists to trigger on click event 
 
 
 Solution 
 
 Added new event listener to be triggered when row click to navigate to users analysis 
 
 
 Resolved evidence being cleared when deleting content (#144784) 
 Problem 
 
 When deleting an evidence file, the modal reloads but with an empty list. Missing Competency Inherent Requirement id  
 
 
 Solution 
 
 Add missing id value - pass through to reload evidence 
 
 
 
 Performance Management 
 Updated some of the translations (#144980) 
 Problem 
 
 Received a request to update some of the PM translations. 
 
 
 Solution 
 
 Updated the translations to the requested wording.  
 
 
 Modification to Popover rendering as attempt to resolve screen flickering when popover is triggered with hover/focus (#144966) 
 Problem 
 
 When hovering over some elements that have a popover, it continuesly re-renders and the popover flickers, as if it's visibility state is constantly changed. This does not happen locally only on Master and on UAT. 
 
 
 Solution 
 
 Memorized the popover properties so that it does not re-render when anything else on the dashboard changes. Found additional issue where for a fraction of a second the popover is shown topleft of the viewport before it positions where it's supposed to. Enforced additional css onto the popover to attempt to prevent that from happening.  
 
 
 Fix rendering of dashboard buttons (#144937) 
 Problem 
 
 The dashboard buttons display both the start text as well as the accessibility text.  
 
 
 Solution 
 
 Fix the rendering of the buttons to not show the accessibility text 
 
 
 Resolve issue with additional agreement button displaying when user does not have primary agreement (#140461) 
 Problem 
 
 Add additional agreement button shows when impersonating user and user does not yet have a primary contact, and user is only on a single review setup. 
 
 
 Solution 
 
 Ensure additional agreement button is correctly hidden when user does not yet have primary contract. 
 
 
 Resolved redistribute of weight when VB section removed (#144781) 
 Problem 
 
 When a user is not a manager it removes the VB section and redistribute the weight, on some values this cause a total of 1.0001 which throws the exception 
 
 
 Solution 
 
 Add a tolerance to skip exception and navigate within the existing recalculate case 
 
 
 Ensure only one import is logged per ruleset when importing surveys from v8 (#142910) 
 Problem 
 
 When importing surveys from V8, an import was logged for each contract instead of one per ruleset. 
 
 
 Solution 
 
 Ensure only one import is logged per ruleset when importing surveys from v8 
 
 
 
 System Access 
 Hide kebab menu for non-admin users (#144389) 
 Problem 
 
 Kebab menu shows for non-admin users 
 
 
 Solution 
 
 Hide kebab menu for non-admin users 
 
 
 
 Notifications 
 Updates to query getting subscription notifications (#144635) 
 Problem 
 
 When the expiry date and close date are the same, the system sends notifications after the close date, and in some cases two mails on the same day. 
 
 
 Solution 
 
 Move the "2-day prior to expiry" check to a "3-day prior to expiry", and ensure no mails are sent after the system close date. This way 2 mails will never be sent on the same day 
 
 
 
 Ruleset Management 
 Can't change icon of dashboard widget (#145007) 
 Problem 
 
 Can't change icon of dashboard widget 
 
 
 Solution 
 
 Drop down button did not have a 'dropdown-toggle' class 
 
 
 Paging Styling (#145006) 
 Problem 
 
 Pagination buttons did not make use of the secondary color, but rather the primary color 
 
 
 Solution 
 
 Ensure pagination buttons makes use of secondary colors 
 
 
 White background on Search bar (#144998) 
 Problem 
 
 White background on Search bar when autocompleting 
 
 
 Solution 
 
 Override autocomplete styles so that it fits original style 
 
 
 White backgrounds on Text input fields (#144997) 
 Problem 
 
 White backgrounds on Text input fields 
 
 
 Solution 
 
 Override autocomplete styles so that it fits original style 
 
 
 Back Button styling issue (#144905) 
 Problem 
 
 Back button text in certain instances were not white 
 
 
 Solution 
 
 Ensure that the text is white (when using tertiary button) 
 
 
 Styling issues on People Admin page (#144815) 
 Problem 
 
 Pagination displayed underneath tables even if there are not enough items for paging to apply 
 
 
 Solution 
 
 Global conditional pagination helper made use of outdated mdb table classes, ensure the new class selectors are used.  
 
 
 Correct first selection not being set on image resources (#143713) 
 Problem 
 
 New change implemented in account to not set first selection but not added within image resources Suggestion to clear tags after file change 
 
 
 Solution 
 
 Pass true value Add clear Keywords 
 
 
 
 Data Warehouse 
 Adjusted script C_03707_99999_monReportBuilderDataIntegrityResults to only return error messages (#142737) 
 Problem 
 
 The ReportBuilder IntegrityResults results return for all the reports which can take time to go through report 
 
 
 Solution 
 
 Adjusted script C_03707_99999_monReportBuilderDataIntegrityResults to only return error messages 
 
 
 Added field UniquePersonLoggingDays within accUserLoginStats (#144473) 
 Problem 
 
 Field UniquePersonLoggingDays is required within accUserLoginStats 
 
 
 Solution 
 
 Added field UniquePersonLoggingDays within accUserLoginStats 
 Implemented Performance Improvements with V8 and V10 calculation Scripts for accUserLoginStats 
 
 
 Added step to exclude any cm tables from Data Dictionary (#143697) 
 Problem 
 
 Currently any cm tables are added to the Data Dictionary 
 
 
 Solution 
 
 Added step to archive any cm% data sources and their fields in ReportBuilder tables 
 
 
 Created new DataSource cmZipFolderContents (#143697) 
 Problem 
 
 New Datasource is required to store the movies and zip folder information 
 
 
 Solution 
 
 Created new DataSource cmZipFolderContents 
 
 
 
 Learning Management 
 Adjust dropdown sizes and exclude start and end date from year dropdown (#144958) 
 Problem 
 
 The Year dropdown has regressed into the Date Range of the Master data item rather than the associated label and the size has been adjusted and is no longer legible. 
 
 
 Solution 
 
 Adjust dropdown sizes and exclude start and end date from year dropdown. 
 
 
 
 Imports 
 Resolved performance issue with the export of users via the API (#144570) 
 Problem 
 
 When ListUserExport is called during the V9-to-V8 user import, it sends all user IDs to a batched Dapper query. This is a query that becomes heavy and slow on a large group of people to export (60k+) 
 
 
 Solution 
 
 Replace dapper batched logic with SQL bulk copy to a temp table for efficiency. 
 
 
 
 Report Builder 
 Resolved Filter values showing Incorrect Date (#144246) 
 Problem 
 
 Development was added to have dropdown values of like 'Today' 'Next week' but when viewing the report that is marked as an invalid date 
 
 
 Solution 
 
 Add FilterValue to be converted based on this data to the correct values 
 
 
 
 Event Scheduler 
 Fix the event calendar from either going blank or disappearing when a reason is selected, or an event details are viewed (#144947) 
 Problem 
 
 The event calendar is going blank/disappearing when a reason is selected, or an event details are viewed. 
 
 
 Solution 
 
 The event calendar is going blank/disappearing when a reason is selected, or an event details are viewed. Note: The peopleManagement translation wasn't loaded into memory yet, so it only loaded when the BookOthersModal component mounted, after the event details was clicked. It then goes into suspense mode, and throws a promise while it's busy loading the translation, react suspends rendering and looks for the nearest Suspense component. It wasn't finding the higher level Suspense components for some reason, so adding a React.Suspense component around where the BookOthersModal component is loaded, fixes the issue. 
 
 
 
 Content Management 
 Resolved Data Annotation for Online Marking (#141344) 
 Problem 
 
 Online marking stamps not behaving correctly when trying to move, or when moving across page, creating ghost elements 
 
 
 Solution 
 
 Refactor logic and code after syncfusion upgrade, corrected behavior and page move

Version 9.1.211 (4 March 2026)
People Management 
 Add handling to not do PG update with rowlock when no data to update (#144529) 
 Problem 
 
 Situation where if the current activity is on materialised PeopleGroupUsers, but there is no data in the table for the PG, then the rowlock causes performance issues.  
 
 
 Solution 
 
 Wrapped the table update with the row lock in an if to only run if there is data to update. 
 
 
 Refactor People Management tab queries to increase performance (#144529) 
 Problem 
 
 In some instances, the queries to fetch MyTeam / MyDepartment / MyCompany / PeopleGroupUsers times out or takes an excessive amount of time to complete. 
 2 calls are made as subqueries to determine
 
 1) The number of subordinates for the user 
 2) Whether the user is my manager.  
 
 
 
 
 Solution 
 
 Changed the 'My Manager' check by fetching the user's manager beforehand into a variable and then comparing the result userid against that variable. 
 Moved the subordinate count outside of the main cte query by first selecting everything into a temp table and then calculating and updating the subordinate count after the fact as a batch update. 
 Some minor changes to React for mapped key uniqueness. 
 
 
 Correct people group materialisation clearance when the list of people group's users is fetched (#143861) 
 Problem 
 
 When V8 request the people group users from V9, and some PGs have been materialised, and some have not been materialised, it causes the materialised people groups to be cleared. Only the unmaterialised PGs are to be returned.  
 
 
 Solution 
 
 Ensure only the calculated people groups are included when deleting the materialised people group users 
 
 
 Hover on Profile picture displays incorrect tooltip text (#144474) 
 Problem 
 
 Hovering on the profile picture displays incorrect tooltip text  
 
 
 Solution 
 
 Fix incorrect casing used for the translation key, causing it not to find the correct value 
 
 
 Extended compression type selection on User Edit Profile (#143713) 
 Problem 
 
 New change implemented in the account to not set the first selection, but not added withinthe  image resources 
 Suggestion to clear tags after file change 
 
 
 Solution 
 
 Pass true value 
 Add clear Keywords 
 
 
 When a front-end user appointment fails to create, revert user creation (#144275) 
 Problem 
 
 Should a front-end user creation be successful, but the appointment fails, a message is shown for the user, but if the modal is closed and later tried to appoint/recreate, it says the user already exists. 
 
 
 Solution 
 
 Add change should the appointment creation fails, revert/delete the created user 
 
 
 
 Job Management 
 Fixed copying of reporting lines on the user summary page (#143977) 
 Problem 
 
 The copy manager function for reporting lines on the user summary page is not working. 
 
 
 Solution 
 
 Included the JS file with the function and added the needed hidden fields. 
 
 
 Uploaded Evidence only appears on Inherent Requirements after a Hard Refresh (#144492) 
 Problem 
 
 When opening the modal, a global let is set, which is not reset 
 
 
 Solution 
 
 Correct to pull the data-attribute directly 
 
 
 An error appears when deleting Required Evidence Files (#144493) 
 Problem 
 
 Incorrect id attribute was retrieved to be passed for deletion  
 
 
 Solution 
 
 Correctly retrieve the id for the document deletion  
 
 
 Previous delete reason gets cached when deleting evidence documents (#144494)  
 Problem 
 
 When a user opens the modal, it keeps the previously entered value  
 
 
 Solution 
 
 Reset the value to the default when opened  
 
 
 
 Imports 
 Implemented visual enhancements to User Imports (#144481) 
 Problem 
 
 User Import triggers a few other imports, but no visual knowledge of that  
 
 
 Solution 
 
 Add an indent to the types that are included as part of the User Import 
 
 
 Add change to sync in partial for last edited date (#139776) 
 Problem 
 
 When syncing data from V9 to V8, all data is pulled that is currently on V9, not just changed data. This caused the API calls to return very large datasets each time the APIs are called. 
 
 
 Solution 
 V9 
 
 In each of the APIs below, implement an additional filter ChangeAfterDate
 
 ChangeAfterDate is a nullable datetime field 
 
 
 The ChangeAfterDate should be used to only return the data with an edited date after the date
 
 When the date is null, then all data must be returned 
 The edited date of the main table, along with the relational tables, should be considered, e.g.
 
 Account.Users.EditedDate, Account.Genders.EditedDate etc. 
 
 
 
 
 On the Ruleset | Integrations tab, split the push buttons into two
 
 All Data
 
 This will import all data from the start of time. 
 
 
 All Data from the last change
 
 This will only import the data from the date of the last successful import on V8. 
 
 
 Keep as is Theme Import 
 
 
 APIs
 
 User Import 
 People Group Import
 
 Use the People group table as well as the materialised log table to determine changes 
 
 
 User people group permissions
 
 Use the link to the user and the roles' edited date 
 Add a field in Jobprofiler.MaterialsedUsers.PeopleGroupChangedDate, which is populated when people groups are removed from a user 
 
 
 User roles 
 
 Check the edited date of the user role 
 Add a field to the account.Users.RolesChangedDate, which is populated when roles are deleted from a user 
 
 
 Reporting Lines 
 
 Use Jobprofilers' reporting lines edited date to fetch the changed data 
 
 
 Job structure 
 
 Check the edited date of the JobProfile, Position and Org nodes as well as their linked master data, to determine a change 
 
 
 Org structure 
 
 Check the edited date of the Org nodes as well as their linked master data, to determine a change 
 
 
 Appointment 
 
 Use the edited date of the appointment 
 Add a field in Jobprofiler.MaterialsedUsers.AppointmentChangedDate, which is populated when appointments are removed from a user 
 When any appointment has changed for a user, return all appointments for the user 
 
 
 
 
 
 
 V8 
 
 Add a table sysSuccessfulSyncLog
 
 This table only stores the import types, with the date they were last successful 
 This table is then used to determine the date to include for ChangeAfterDate when the APIs are called 
 
 
 Alternatively use sysProcesslog 
 Display the import completion date stored on V9 after successful completion. 
 
 
 
 Ruleset Management 
 Resolved event handler not being triggered on system menu click (#144569) 
 Problem 
 
 The off method is called, which removes all the event handlers from that element, so only the very last defined event is added  
 
 
 Solution 
 
 Correctly remove the same event specified to be added 
 
 
 
 Communication Portal 
 Implemented Communication Priority Master data item (#140896) 
 New Development 
 
 Add Master Data for the Priority to be set when creating notifications 
 
 
 Implemented Master Data Communication Category (#140897) 
 New Development 
 
 Add Master Data for the Category to be set when creating notifications 
 
 
 Implemented import for Master Data (#140898) 
 New Development 
 
 Add an import for Master Data to be available in V8 
 
 
 Added handling for external system message (#140899) 
 New Development 
 
 Added functionality so that a V8-triggered mail can be sent as a System message 
 
 
 
 Organisational Structure 
 Load org nodes on org structure page on demand (108648) 
 Problem 
 
 Org node loaded all org structures (including children) from the server, which can cause performance issues on the browser if there are alot of structures. 
 
 
 Solution 
 
 Load only top level org structures on first page load and load the rest as the structure is expanded. 
 
 
 
 Content Management 
 Implemented a new change to be able to delete a signing document (#143364) 
 Problem 
 
 When an assessment attempt has been signed, there is currently no way to ressign it from the front end 
 
 
 Solution 
 Path : Manage Employees > Select Employee > Employee Development > Assessment List 
 
 In the drop next to the assessment (see below), create an item "Reset signing" 
 It should only be available if one of the attempts was signed digitally 
 When selected, the user is prompted for a reason (free-text) and a message, "PLEASE NOTE: This action is not reversible and will remove the digital document."
 
 The reason is saved against a new field in abAssessmentsAttempts.ResetSigningReason 
 
 
 When the reason is completed, and the user clicks Continue
 
 Remove the digital document from Nextcloud via the content service 
 Remove the document from the Fileserver application 
 The record is removed from sysSigniSignedDocuments and then abAssessmentSignatures according to the logic demonstrated in 
 
 
 
 
 
 Tenant Management 
 Updated system close colour + filter fix (#144226) 
 Problem 
 
 System Close Date colour was orange when within 30 days of the close date 
 The advanced filter is not working 
 
 
 Solution 
 
 Change the colour to red and show the expiry dates nearest to today's date first by default 
 Corrected the filter 
 
 
 
 Identity and Authorisation 
 Implement Auditing on Identity service (#143433) 
 Problem 
 
 There is currently no auditing on the Identity Service. Registration development lies mostly here, and therefore, it should be considered for adding auditing. 
 
 
 Solution 
 
 New implementation to subtract the base methods used for tracking entity changes and submit them to the Audit service. Create new Content for identity that also inherits this, add an option to add a new external provider to the list and audit

Version 9.1.210.3 (Support Release - 2 March 2026)
Learning Management 
 Resolve height issue on Syncfusion grid toolbox control (#145434) 
 Problem 
 
 The training matrix grid controls' toolbox height is too big. 
 
 
 Solution 
 
 Resolve height issue on the Syncfusion grid toolbox control by adjusting height styling for the toolbox 
 
   
 Resolve missing Syncfusion scripts that are needed for the Grid control in MVC pages. Also modified ToSignifyDateTime extension to handle date strings that have a time component (#145434) 
 Problem 
 
 The training requirement matrix does not load. Also, learning manage product setup crashes when the YearDTO master data has dates with a time component. 
 
   
 Solution 
 
 Resolve missing Syncfusion scripts that are needed for the Grid control in MVC pages. Also modified ToSignifyDateTime extension to handle date strings that have a time component. 
 
   
 Fixed Attendance History duplication (#145489) 
 Problem 
 
 Duplicated records on attendance history 
 
   
 Solution 
 
 Resolved the issue by paging by user instead of attendance records 
 
   
 
 Content Management 
 Resolved Data Annotation for Online Marking (#141344) 
 Problem 
 
 Online marking stamps not behaving correctly when trying to move, or when moving across the page, creating ghost elements 
 
   
 Solution 
 
 Refactor logic and code after Syncfusion upgrade, corrected behavior and page move 
 
   
 
 Report Builder 
 Resolved Filter values showing Incorrect Date (#144246) 
 Problem 
 
 Development was added to have dropdown values of like 'Today', Next week', but when viewing the report that is marked as an invalid date 
 
   
 Solution 
 
 Add FilterValue to be converted based on this data to the correct values 
 
   
 
 Performance Management 
 Resolve issue with the additional agreement button displaying when the user does not have a primary agreement (#140461) 
 Problem 
 
 When a user is assigned to more than 1 review setup and 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's contract does not exists 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. 
 
   
 Ensure only one import is logged per ruleset when importing surveys from v8 (#142910) 
 Problem 
 
 When importing surveys from V8, an import was logged for each contract instead of one per ruleset. 
 
   
 Solution 
 
 Ensure only one import is logged per ruleset when importing surveys from v8 
 
   
 
  

Version 9.1.210.2 (Support Release - 19 February 2026)
Learning Management 
 Adjust dropdown sizes and exclude start and end date from year dropdown (#144958) 
 Problem 
 
 The Year dropdown has regressed into the Date Range of the Master dataitem rather than the associated label, and the size has been adjusted and is no longer legible. 
 
   
 Solution 
 
 Adjust dropdown sizes and exclude start and end dates from the year dropdown. 
 
   
 
 Performance Management 
 Resolve issue with the additional agreement button displaying when the user does not have a primary agreement (#140461) 
 Problem 
 
 Add an additional agreement button that shows when impersonating a user and the user does not yet have a primary contact, and the user is only on a single review setup. 
 
   
 Solution 
 
 Ensure the additional agreement button is correctly hidden when the user does not yet have a primary contract. 
 
   
 
 People Management 
 Add handling to not do PG update with rowlock when no data to update (#144529) 
 Problem 
 
 Situation where if current activity on materialised PeopleGroupUsers, but there is no data in the table for the PG, then the rowlock causes performance issues. 
 
   
 Solution 
 
 Wrapped the table update with the row lock in an if to only run if there is data to update. 
 
   
 Refactor People Management tab queries to increase performance (#144529) 
 Problem 
 
 In some instances, the queries to fetch MyTeam / MyDepartment / MyCompany / PeopleGroupUsers time out or take an excessive amount of time to complete.  
 Investigated and found a couple of areas that could be done better, one of which relates to the appointments 
 2 calls are made as subqueries to determine 1) the number of subordinates for the user, 2) whether the user is my manager. 
 These are extremely inefficient, however, as for every row in the resultset the count is done from reporting lines / checked against my Line Manager. 
 
   
 Solution 
 
 Changed the 'My Manager' check by fetching the user's manager beforehand into a variable and then comparing the result userid against that variable.  
 Moved the subordinate count outside of the main cte query by first selecting everything into a temp table and then calculating and updating the subordinate count after the fact as a batch update. 
 Some minor changes to React for mapped key uniqueness. 
 
   
 
   
  

Version 9.1.210.1 (Support Release - 10 February 2026)
People Groups 
 Correct people group materialisation clearance when the list of people group's users is fetched (#143861) 
 Problem 
 
 When V8 requests the people group users from V9, and some PGs have been materialised, and others have not, it causes the materialised people groups to be cleared. Only the unmaterialised PGs are to be returned. 
 
   
 Solution 
 
 Ensure only the calculated people groups are included when deleting the materialised people group users 
 
   
 
 Ruleset Management 
 Resolved event handler not being triggered on system menu click (#144569) 
 Problem 
 
 The off method is called, which removes all the event handlers from that element, so only the very last defined event is added 
 
   
 Solution 
 
 Correctly remove the same event specified to be added 
 
   
 
  

Version 9.1.210 (9 February 2026)
System Access 
 Replace system access caching for ruleset settings to allow the login page to display the correct MFA settings (#131818) 
 Problem 
 
 When a ruleset's MFA settings are edited from another ruleset by a global ruleset administrator, the MFA setting does not change on the login page. 
 
   
 Solution 
 
 Remove the in-memory caching of system access settings and replace it with Redis caching that is busted when changing the MFA settings 
 
   
 
 Data Warehouse 
 Updated Containers for lmStudentSubjects and lmTermMarks (#143406) 
 Problem 
 
 Currently, the previous year data for the datasources StudentSubjects and TermMarks are being calculated and reinserted, which can cause issues with historic data  
 
   
 Solution 
 
 Updated Containers for lmStudentSubjects and lmTermMarks to only process and insert data for the current year, and keep the previous year's data 
 Disabled 2025 manual updates for StudentSubjects and TermMarks 
 
   
 Adjusted the update step for field AbsentAttendance within lmTermResults (#144262) 
 Problem 
 
 The field AbsentAttendance calculation within lmTermResults does not consider the year for the students, which is incorrect  
 
   
 Solution 
 
 Adjusted the update step for field AbsentAttendance within lmTermResults to consider the year as well, to ensure the field is being updated correctly 
 
   
 
 People Management 
 Resolved issue where email is mandatory on the Contact Details page, even though it is set to be not mandatory in the settings (#144273) 
 Problem 
 
 The Email address is set to be not mandatory in the settings, but it is required on the Contact Details screen.  
 
   
 Solution 
 
 Corrected the logic on the page to consider the setting as well. 
 
   
 Remove readonly restriction on username when auto-generated (#144410) 
 Problem 
 
 Even though the username is auto generated should still be able to change it on the Summary / Personal detail views on a person's profile  
 
   
 Solution 
 
 Remove readonly from the username field when auto generated, add existing username validation check. 
 
   
 
 Ruleset Management 
 Guard geolocation and prevent duplicate handlers on ruleset management (#143200) 
 Problem 
 
 The request allow the country to be fetched is shown on all tabs. When saving the content server settings, it saves twice.  
 
   
 Solution 
 
 Only run getUserCountry() when the active tab is the General tab (checks URL param 'tab'), and skip if the country is already selected or geolocation is unavailable. Replace several direct .on() bindings with .off().on() on #tab-content and form elements to avoid duplicate event handlers (menu item clicks, delete modal actions, checkbox change, and integration form submissions). Preserve existing AJAX flows for selecting/creating countries and for form submits, while cleaning up indentation and chaining for readability. 
 
   
 
 Job Management 
 Bust people group cache when updating position, as it might include an org change linked to a people group (#136729) 
 Problem 
 
 People group users are not refreshed when updating position from the job management page.  
 
   
 Solution 
 
 Bust the people group cache when updating the position, as it might include an org change linked to a people group  
 
   
 
 Report Builder 
 Unbind jQuery handlers and fix the jsTree load to ensure spamming the jsTree selector does not generate multiple bound events. (#144181) 
 Problem 
 
 When a user spams the tree selector with clicks, many events then fire and the page glitches 
 When the datasource loads without items, a JS tree error is thrown.  
 
   
 Solution 
 
 Replace many direct .on(...) bindings with .off(...).on(...) across add-edit-report.js, pivot-table.js, and report-designer.js to prevent duplicate event handlers and memory leaks. Add missing .fail handlers for AJAX posts, ensure checkbox/form serialisation deduplicates entries, and tighten drag/mouse event binding/unbinding. Also, adjust the jsTree node payload to always provide children as an array and include a loaded flag to improve tree loading behaviour. Minor UI/interaction fixes (datepickers, export buttons, dropdown event handling) included. 
 
   
 
  

Version 9.1.209 (9 February 2026)
Performance Management 
 Resolved not being able to search for users on bulk actions (#143971) 
 Problem 
 
 When a user is searched, a check is done to try and parse to an int for userIds. This then causes users with usernames with a valid type Number to be converted and not be able to return correct data, as the username is converted to type id, but not the user's id 
 
 
 Solution 
 
 Change the code to make it of type string and search only on usernames 
 
 
 Corrected help file pageType (#144267) 
 Problem 
 
 When retrieving a value, it selects the first one it matches, meaning it could be a shorter/earlier key; in this case, for this page type, it is true. 
 
 
 Solution 
 
 Change check to decrease the length and the match 
 
 
 Implemented missing page routes and types for the Help Files (#144192) 
 Problem 
 
 Missing page routes, so no page help file could be created and defaulted to the dashboard  
 
 
 Solution 
 
 Added missing page help files 
 
 
 Resolved Job Grade Filter (#143971) 
 Problem 
 
 Job Grade filter types are displayed instead of scales, as well as joining to the wrong data type for values  
 
   
 Solution 
 
 Correct the dropdown to grading scales, as well as the query 
 
   
 Add calculated kpi weighted average field when exporting contract from printview (#142544) 
 Problem 
 
 Request to add the KPI calculated weighted average to the export of the contract. 
 
   
 Solution 
 
 Calculate the KPI weighted average when weighted over KPA during print preview of the contract. When weighted over setting, then the calculated kpi weight is the actual kpi weight. 
 
   
 Resolved data type on pre-recalculate score (#143988) 
 Problem 
 
 Incorrect data type for decimal, so contracts with larger max ratings can not recalculate 
 
   
 Solution 
 
 Corrected data type 
 
   
 Resolve issue where viewing documents on the KPA / Perspective level only showed the first KPI documents (#138511) 
 Problem 
 
 When clicking on the view documents on the KPA or Perspective level, it only shows documents loaded on the 1st KPI.  
 
   
 Solution 
 
 Corrected the reference filter to correctly check against which level to display documents  
 
   
 
 Data Warehouse 
 Created new DataSource cmFileTypeContents (#143697) 
 Problem 
 
 A new datasource is required to store the different file type information  
 
 
 Solution 
 
 Created new DataSource cmFileTypeContents 
 
 
 Created new table jpPeopleGroupRoles (#143862) 
 Problem 
 
 The required permission data are required within the DWH  
 
 
 Solution 
 
 Created a new table jpPeopleGroupRoles, within the DWH 
 
 
 Created new DataSource cmScormUploadFolders (#143697) 
 Problem 
 
 A new datasource is required to store SCORM file details that are being uploaded  
 
   
 Solution 
 
 Created new DataSource cmScormUploadFolders  
 
   
 
 Organisational Structure 
 Improvements to make org structure relationships more robust and prevent recursive operations (#144044) 
 Problem 
 
 When a node references itself as a parent or a parent node references one of the children, then the entire system no longer loads.  
 
   
 Solution 
 
 Updating recursive CTEs to build and check path information, adding new migration logic for path calculation, and enhancing data integrity by preventing circular references in both SQL and domain logic.  
 These changes collectively improve the reliability and correctness of organisational hierarchy operations, ensuring accurate path calculations and preventing infinite loops or data corruption due to cycles. 
 
   
 
 Tenant Management 
 Resolve issue where a tenant having a subscription expiry date in the last month of the max date can no longer be edited (#144048) 
 Problem 
 
 Related issue to the previous fix, if the expiry date is anywhere within the last month of the max date (9999-12-01 to 9999-12-30), then the same error occurs where the subscription becomes uneditable.  
 
   
 Solution 
 
 Modified the calculation to check that if at all within the last month, then take as the exact max value, else add the default extension periods. 
 
   
 Resolve issue where a tenant having a max subscription expiry date can no longer be edited (#144048) 
 Problem 
 
 When the tenant subscription expiry date is the max date (9999-12-31), it can not be edited since the calculation adds 1 month to the expiry date in certain scenarios which causes date arithmetic overflows.  
 
   
 Solution 
 
 Correct check that when the expiry date is equal to the max date, then don't add additional months/days. 
 
   
 
 Report Builder 
 Handle datetime2 in filters and remove quotes (#144059) 
 Problem 
 
 When the date is selected, the built query breaks and returns no results.  
 
   
 Solution 
 
 Updates the SQL functions and procedures in the ReportBuilder service to improve support for the datetime2 data type, ensuring that filters and operators handle it correctly and consistently. 
 The main changes involve adding explicit handling for datetime2 fields and removing unnecessary quotes from filter values for this type. 
 
   
 
 People Management 
 Implemented new validation type for User Front-end registration (#143993) 
 Problem 
 
 When new users are created, Id number validation is required as well as a duplication check.  
 
   
 Solution 
 
 A recent development has added registration-specific validation, extended the functionality to the Product Setup for People Management (Self-Service) add dropdown where validation type can also be selected. Add a check to validate the user Id number if the validation type is set 
 
   
 Resolved appointment and line manager not being displayed on the modal from the dashboard (#143995) 
 Problem 
 
 The appointment start date is never used for the appointment, neither being captured to set on the modal within react side.  
 
   
 Solution 
 
 Implemented a change to select the end date and use the same logic as people management to set the displayed text for the appointment, as well as just capture needed fields in React to be set 
 
   
 
 Master Data 
 Reset input fields for Master Data (#143898) 
 Problem 
 
 The "active" property is not passed to the controller when the save add new button is pressed.  
 
   
 Solution 
 
 This is due to the active property not being reset; the value is only assigned when the user interacts with this button 
 
   
 
 Notifications 
 Resolved Import Error Event not propagating (#144022) 
 Problem 
 
 Import Error Event Code set to not propagate, which is needed on other rulesets  
 
   
 Solution 
 
 Corrected seed data and migration 
 
   
 
 Dashboards 
 Limit dashboard reportees to 500 and update UI (#139661) 
 Problem 
 
 Team insight does not load when the manager has an excessive number of subordinates  
 
   
 Solution 
 
 When a manager has more than 500 subordinates, limit the team insights to 500. Add tooltips to indicate the subordinate count and that some users do not display  
 
   
 
 People Groups 
 Fix incorrect table variable reference and possible undefined temp table reference (#136729) 
 Problem 
 
 People group users were not correctly updating after doing a hard refresh. This happened because at the start of the query, the materialised people group users are put into a temp table. The actual DB table is then updated from the newest calculations (which is correct). At the end, before returning the result, it selects again from the temp table, which does not include the updates, resulting in the incorrect users being returned.  
 
   
 Solution 
 
 Clear and repopulate the temp table after the db table is refreshed, ensuring it uses the original list of people group IDs it received originally and not the list of people group IDs that needed to be refreshed, which can differ from the list of people group IDs for which we need to return users 
 
   
 
  

Version 9.1.208 (9 February 2026)
Performance Management 
 Error when adding a review setup without a name (#143965) 
 Problem 
 
 The user gets an error when they add a review setup without a name.  
 
 
 Solution 
 
 Make the name field a required property and give the custom sanitised input elements a required tag, which renders the required appearance 
 
 
 Fix event handlers being removed globally after page help is selected (#143965) 
 Problem 
 
 After selecting the page help icon within the modal, it removes all click event handlers on buttons, etc.  
 
 
 Solution 
 
 Corrected to make specific before removing click events 
 
 
 Resolved order of impersonating user route value (#143573) 
 Problem 
 
 The route path expects the primary contract, then the impersonated user, whereas it is being supplied in reverse 
 When the allow upload is checked, GRPC throws a valid exception that needs to be caught  
 
 
 Solution 
 
 Corrected the order of path variables provided.  
 Catch error and return a valid response 
 
 
 
 Competency Analysis 
 Fix popover, where the text is displayed in bold (#121394) 
 Problem 
 
 The competency description popover displays in bold 
 
 
 Solution 
 
 Ensure the popover text does not display in bold 
 
 
 
 Ruleset Setup 
 Created a script to dynamically delete data from Ruleset (#143128) 
 Problem 
 
 Cannot dynamically delete data from Ruleset 
 
 
 Solution 
 
 Implemented a new script to Archive and then delete data of a ruleset by id  
 
 
 Resolve URL sanitisation on multiple tabs (#143741) 
 Problem 
 
 Cannot save on the system access, widgets and integration tabs  
 
 
 Solution 
 
 Corrected the URL sanitisation on the system access, widgets and integration tabs 
 Moved allowed domains configuration to ruleset 1  
 
 
 
 Data Warehouse 
 Updated Script for DWH Weekly Integrity Report (#142737) 
 Problem 
 
 Script monGenerateDWHDataIntegrityReport needs to be updated for data source accDisciplinaryActions  
 
 
 Solution 
 
 Updated Script monGenerateDWHDataIntegrityReport to update accDisciplinaryActions missing section to align with DWH Source Script 
 
 
 Created new Datasource cmNextCloudContents (#143697) 
 Problem 
 
 New dataSource cmNextCloudContents is required within the DWH  
 
 
 Solution 
 
 Created new Datasource cmNextCloudContents 
 Created new SSIS Package ContentManagement_ETL 
 
 
 Adjusted SQL Query C_03712_99999_monitorDWHPackageResultsReport.sql (#143261) 
 Problem 
 
 Adjustments need to be made to C_03712_99999_monitorDWHPackageResultsReport.sql  
 
 
 Solution 
 
 Adjusted script to exclude PackageLog.dtsx and select from WINDSORHYBRID 
 
 
 Updated accChats due to Refactor for Communication Portal (#143780) 
 Problem 
 
 The package for accChats failed due to a refactor being done for the Communication Portal  
 
 
 Solution 
 
 Adjusted source script with accChats to use new tables from the Communication Portal 
 
 
 Removed ReportCard fields within lmStudentSubjects and lmTermResults (#112511) 
 Problem 
 
 The ReportCard fields are not required anymore within lmStudentSubjects and lmTermResults, as this is available within lmReportCards  
 
 
 Solution 
 
 Removed ReportCard fields within lmStudentSubjects and lmTermResults 
 
 
 Updated Container for jpHRProcessRequestData (#143579) 
 Problem 
 
 The jpHRProcessRequestData Update process did not work correctly 
 
 
 Solution 
 
 Changed the update back to Truncate and Insert to ensure the data is being inserted correctly for jpHRProcessRequestData 
 
 
 Adjustments made within V9FullRefresh updates (#143176) 
 Problem 
 
 When the V9 DWH are deployed to Production, the full refresh should not be updated for the afternoon run 
 
 
 Solution 
 
 Updated Full Refresh steps to only update after 12 pm if the DWH package is deployed on Production during the morning 
 
 
 Updated Source Query for PackageLog.dtsx (#143261) 
 Problem 
 
 PackageLog.dtsx needs to be excluded from PackageLogs 
 
 
 Solution 
 
 Updated Source Query to exclude package_name 'PackageLog.dtsx' 
 
 
 
 Report Builder 
 Added extra filter cases for datetime2 and adjusted filter for "Choose a specific date" (#142737) 
 Problem 
 
 The filters, when using datetime, did not filter correctly 
 "Choose a specific date" required conversion for certain scenarios  
 
 
 Solution 
 
 Added extra filter cases for datetime2 
 Adjusted filter for "Choose a specific date" 
 Removed smalldatetime as we do not use this currently 
 
 
 
 Notifications 
 Resolved Properties not being replaced correctly (#143598) 
 Problem 
 
 With the new masked property development done, once a property exists both for mask and non-mask, it will always just replace masked property values, keeping the placeholder for the property name  
 
 
 Solution 
 
 Add a change that should we identify it is masked, do an extra check if there is any placeholder without the masked property to also update and replace 
 
 
 
 People Management 
 Remove previous validation messages and classes when selecting values for position and org. Resolve timeout on org node treeview  (#143806) 
 Problem 
 
 Validation messages are not removed immediately after selecting values, only after the form is posted. 
 A timeout occurs when opening the org tree structure in the position transfer page.  
 
 
 Solution 
 
 Remove previous validation messages and classes when selecting values for position and org. 
 Also noticed while testing the bug, the org tree times out.  
 Added a recompile option on the query, as the query runs fast in SSMS 
 
 
 Improve error messages for overlapping appointments (#143328) 
 Problem 
 
 When adding a new appointment, editing an existing appointment or transferring the use,r the error message provides unspecific information to the user when it overlaps with a current appointment for the user themselves or on another position for another user  
 
 
 Solution 
 
 Add new error messages for the overlap with more details of the user and the appointment that is overlapping.  
 Remove duplicate code and improve error message handling.  
 New error messages:
 
 Appointment overlaps with the user's own current appointment on position {{PositionTitle}} from {{AppointedFromDate}} to {{AppointedToDate}}. An appointment already exists for position({{PositionTitle}}) from {{StartDate}} to {{EndDate}} for user {{Username}}. 
 
 
 
 
 Always include default avatar images on the list of available avatar options (#135931) 
 Problem 
 
 The default list of avatar images is not shown.  
 
   
 Solution 
 
 The previous fix was reverted with the merge 
 Restored solution to always fetch default avatar images  
 
   
 
 Imports 
 Add API call to v8 to delete appointment history (#143323) 
 Problem 
 
 When an appointment is deleted in V9, the Appointment history is not deleted in V8. 
 There was a request to add an API endpoint in V8 (Already merged) and an API call in V9 to ensure the Appointment History is deleted.  
 
 
 Solution 
 
 Add new functionality in the import service to delete Appointments based on a List of IDs. 
 This endpoint is generic and can also be adjusted to work for various other types of items, for example, job profiles. 
 
 
 
 Communication Portal 
 Resolved member count error (#143761) 
 Problem 
 
 When selecting room members, this will return a view of users within the group, but still used old table for members  
 
 
 Solution 
 
 Corrected query to select the room members 
 
 
 "Create New" button scrolls with the chat list (#143763) 
 Problem 
 
 The new button is positioned absolutely within a relative container, causing the render to work, but as content gets shown from the accordion button is scrolled alongside container  
 
   
 Solution 
 
 Adjust to render outside the modal body, which is not within the relative container that makes it to the modal position itself 
 
   
 [PM] Cannot return to the list of chats if you've sent a message from within a person's agreement (#143858) 
 Problem 
 
 When inside a PM contract, discussion is open, which calculates to create a new discussion and not open discussion list, but once navigated back to the dashboard, a REACT change occurred, and no page redirect in MVC, which does not reset the content for the modal and the bool value is allowed to just reopen the modal as no 'context' has changed  
 
   
 Solution 
 
 Add route value to be saved alongside the opening of the modal, so that should the route change, navigate inside REACT the portal will force reload if it is different from when opened in another context 
 
   
 
 People Groups 
 Add 'LastRefreshed' to list ruleset people groups (#143598) 
 Problem 
 
 When a V8 menu is clicked, and the user's data is imported, then the peoplegroups linked to a user are also imported as subgroups, and their users are linked 
 When more than one user is imported that has the same PGs linked to them, the PG data is unnecessarily fetched from V9, causing the PG calculation to use unnecessary resources   
 
 Solution 
 
 When the PGs linked to a user are fetched, return the last refreshed date for the PG also 
 Only fetch PG users then for the linked PGs where the last refreshed date is after the last edit of the people group users on V8 
 This will limit unnecessary calls to the Peoplegroup users 
 
   
 
 Learning Management 
 Filter MaterialisedPeopleGroupUsers to only show active people on the PG on the attendance and marksheet page. When inheriting, marks only inherit from people who are an active part of the PG (#143629) 
 Problem 
 
 On the attendance and mark sheets, inactive users are also included who are part of the PG 
 
   
 Solution 
 
 Change to not take People condition for a user into account when the person is terminated 
 The person will not be part of the people group users, and the count on the list of people items will not count this item 
 Do not show terminated people on the attendance or attendance detail pages 
 When marks are inherited, do not inherit marks from previous for terminated users in the subject's people group 
 
   
 
 Content Management 
 [Image Resources] [Translation] Translation for "Image Type" is missing (#143740)  
 Problem 
 
 Missing translations in the file type  
 
   
 Solution 
 
 Added translation for field  
 
   
 [Image Resources] Preview not available when uploading a GIF file (#143783)  
 Problem 
 
 Restriction has been implemented to only compress image types, which excludes SVG and GIF files. Because of this, it does not render a compressed image and shows no preview available, which can cause confusion and seem like an error  
 
   
 Solution 
 
 Adjust the flow to handle the null value of compressed to then not show the selection of image type, which results in the original image being selected  
 
   
 [Image Resources] [Suggestion] Streamline upload modal (#143736)  
 Problem 
 
 No clear indication as to why there is a choice or reason  
 
   
 Solution 
 
 Add a label to indicate to select an image, move the compressed to the first selection and add a subtext to indicate the reason for the selection  
 
   
 [Image Resources] Display loading indicator after selecting an image (#143734)  
 Problem 
 
 When a file is selected, a new fetch call is made to retrieve the image and the compressed file; this does not trigger the ajax load to trigger a loader  
 
   
 Solution 
 
 Add a new implementation to trigger a global event so that a loader is shown and then removed when the result is received 
 
   
 
   
   
  

Version 9.1.107 (9 February 2026)
Report Builder 
 Added extra case "Choose a specific date" within the where clause for filters and resolved conversion error (#143579) 
 Problem 
 
 The current reports failed due to a conversion error with recently added extra date cases within the where clause for filters  
 An extra case for Choose a specific date is required  
 
   
 Solution 
 
 Updated script C_00011_99999_ReportBuilder_CreateSQLStatement.sql by adding an extra case "Choose a specific date" within the where clause for filters, and resolved conversion error 
 
   
 Added extra cases within the where clause for filters (#142011 & #143230) 
 Problem 
 
 The ReportBuilder gave an error due to string fields being used for date filters, and double quotations are inserted for date fields  
 
   
 Solution 
 
 Added specific cases within the where clause for filters to ensure dates are being inserted correctly when using operators  
 
   
 
 Identity and Authorisation 
 Resolved font size on terms of use URL (#143651) 
 Problem 
 
 Terms of use URL font size is the same as other a tags  
 
   
 Solution 
 
 Decrease the font size 
 
   
 Add starting password for a user after appointment (#139782) 
 Problem 
 
 When a new user is imported or appointed, they do not have a default password to start with   
 
 Solution 
 
 Implemented a new change to set a default password on product Setup. When new users are created within Identity, they will use the default password. On first sign-in, a new expired result will be returned 
 Resolved file import not setting default password 
 
   
 
 People Management 
 Implemented loading indicator on tab switch (#143524) 
 Problem 
 
 When navigating between pill items within people management, no loading indicator is present  
 
   
 Solution 
 
 Implemented a change to show a loading indicator 
 
   
 
 Ruleset Management 
 Resolved system access settings being thrown as an error (#143637) 
 Problem 
 
 Cache implementation on ruleset system access settings, but once a save is initiated on the page, it triggers a clear to identity. If you stay on the page and save again, there is no item in identity, so it can not remove anything, which causes the 2nd save to show it failed to save  
 
   
 Solution 
 
 Add a check to first confirm that there is an item before validating the TryRemove, else default to true for removed 
 
   
 Resolved domains saving as HTML (#143569) 
 Problem 
 
 New section to enter allowed domains for a ruleset, but when saved, it saves through the mceEditor as HTML  
 
   
 Solution 
 
 Added a change to set to plaintext before form submit to get plain text 
 
   
 [Integrations] Improve validations on the Integrations page (#143200) 
 Problem 
 
 It is unclear what validation fails between the content server and sanitisation on the integration tab 
 
   
 Solution 
 
 Split the content server setup and the general 
 Ensure that the sanitaztion fatally falls rather save that fail 
 Add the org path to the sanitised URLs 
 
   
 Media compression process - V9 (#140478) 
 Problem 
 
 Currently, media is uploaded in its original size to the system without being compressed or optimised 
 
   
 Solution 
 
 Implement a background service that cycles through media uploaded to the system and: 
 Compress uploaded media 
 Remove original large media 
 Keep track of what was compressed to compress it once 
 
   
 
 Event Scheduling 
 Fix spelling error and icon on calendarview which does not load properly (#143375 & #143488) 
 Issue 1 
 Problem 
 
 Spelling error on pop-up modal 
 
   
 Solution 
 
 Fix the spelling error  
 
   
 Issue 2 
 Problem 
 
 An incorrect icon is being displayed on the Calendar View  
 
   
 Solution 
 
 Import Syncfusion icons on the index.scss file for event scheduling 
 
   
 
 System Access 
 Resolved Account Swagger API (#10645) 
 Problem 
 
 Duplicate test rate limit endpoints configured 
 
   
 Solution 
 
 Removed duplicate 
 
   
 Shared grpc proto files (#143197) 
 Problem 
 
 When updating proto files, the same proto file needs to be copied to multiple services, which wastes unnecessary time for developers to copy and maintain these files. Also, there is a high possibility of conflict during merges. 
 
   
 Solution 
 
 Refactor GRPC Proto to one shared file 
 
   
 
 Imports 
 Add missing manager to the user import API to correct the mapping when importing custom fields (#135967) 
 Problem 
 
 Userimport API mapping is incorrect when customfields are imported  
 
   
 Solution 
 
 Added LeaveManagerAlternateApproverUsername and SecondaryJobRequisitionApproverUsername to the mapping in ImportManagementServiceV1 to support additional approver information. 
 
   
 
 Content Management 
 Restore the missing availability check on content management (#143582) 
 Problem 
 
 The content management service availability check is missing, preventing the upload and download of PM documents  
 
   
 Solution 
 
 Restore Content Management service availability check 
 
   
 
 Learning Management 
 Fix Subject Copy functionality (#143406) 
 Problems 
 
 When a user copies and then saves a subject twice, a validation error occurs because the subject details are not being saved correctly during the copy process. 
 The "Copy and Save" function does not accurately save the subject details. 
 The "Copy" feature allows users to save a Class/Group that has already been used. 
 Saving a copy of a page more than once creates duplicates instead of saving the newly copied subject.  
 
   
 Solutions 
 
 Update the backend scripts to handle the copy page differently. 
 
   
 Don't include any URLs on absent notification templates (#143521) 
 Problem 
 
 When an image has been added to the absent notification template, the editor automatically changes the reference to relative URLs. 
 When the actual email is then sent out, the image path cannot be located, and the broken image link icon is displayed.  
 
   
 Solution 
 
 Ensure that the editor does not replace any URLS and maintains the full paths provided. 
 
   
 
 Performance Management 
 Resolved styling on nav section item (#143453) 
 Problem 
 
 When minimising the window text gets wrapped inside a container that has a fixed size and margin, also adding unneeded space 
 
   
 Solution 
 
 Implemented a change so that the height gets adjusted to the content of the element, with padding around 
 
   
 
 Communications Portal 
 Large volumes on chat (#136516) 
 Problem 
 
 When creating a new group chat or opening a group chat, all users of the people group linked to the chat group are loaded to the screen, causing the screen to break. 
 When sending a chat message on a group, the chatreadlog is populated for each user in the chat group for every message, causing the table to grow exponentially 
 
   
 Solution 
 
 Change the code to not load all users to the partial when the chat is a group type. 
 When sending a message, send it from the communication portal via SignalR after the message has been saved 
 Change the chat readlog to only store one record per user 
 Split the message id column into a LastReadMessageId and a LatestMessageId  
 The LastReadMessageId is used to indicate the blue ticks for the user, and the LatestMessageId to indicate if the user does have message that has not yet been read. 
 
   
 [Coms Portal] Keep section open while deleting chats (#143516) 
 Problem 
 
 When deleting a chat group, the component is reloaded,   
 
 Solution 
 
 Do not reload the component, but just remove the row from the grid. 
 
   
 
   
  

Version 9.1.206.3 (Support Release - 29 January 2026)
Performance Management 
 Resolved data type on pre-recalculate score (#143988) 
 Problem 
 
 Incorrect data type for decimal, so contracts with larger max ratings can not recalculate 
 
   
 Solution 
 
 Corrected data type 
 
   
 Resolve issue where viewing documents on the KPA / Perspective level only showed the first KPI documents (#138511) 
 Problem 
 
 When clicking on the view documents on the KPA or Perspective level, it only shows documents loaded on the 1st KPI. 
 
   
 Solution 
 
 Corrected the reference filter to correctly check against which level to display documents 
 
   
 
  

Version 9.1.206.2 (Support Release - 27 January 2026)
Performance Management 
 Resolved order of impersonating user route value (#143573) 
 Problem 
 
 The route path expects the primary contract, then the impersonated user, whereas it is being supplied in reverse 
 When the allow upload is checked, GRPC throws a valid exception that needs to be caught 
 
   
 Solution 
 
 Corrected the order of path variables provided.  
 Catch error and return a valid response 
 
   
 
 Ruleset Management 
 Resolve URL sanitisation on multiple tabs (#143741) 
 Problem 
 
 Cannot save on the system access, widgets and integration tabs 
 
   
 Solution 
 
 Corrected the URL sanitisation on the system access, widgets and integration tabs  
 Moved allowed domains configuration to ruleset 1 
 
   
 Resolved system access settings being thrown as an error (#143637) 
 Problem 
 
 Cache implementation on ruleset system access settings, but once a save is initiated on the page, it triggers a clear to identity. If you stay on the page and save again, there is no item in identity, so it can not remove anything, which causes the 2nd save to show it failed to save 
 
   
 Solution 
 
 Add a check to first confirm that there is an item before validating the TryRemove, else default to true for removed 
 
   
 Resolved domains saving as HTML (#143569) 
 Problem 
 
 New section to enter allowed domains for a ruleset, but when saved, it saves through the mceEditor as HTML 
 
   
 Solution 
 
 Added a change to set to plaintext before form submit to get plain text 
 
   
 
 Learning Management 
 Filter MaterialisedPeopleGroupUsers to only show active people on the PG on the attendance and marksheet page. When inheriting, marks only inherit from people who are an active part of the PG (#143629) 
 Problem 
 
 On the attendance and mark sheets, inactive users are also included who are part of the PG 
 
   
 Solution 
 
 Change to not take People condition for a user into account when the person is terminated. The person will not be part of the people group users, and the count on the list of people items will not count this item. 
 Do not show terminated people on the attendance or attendance detail pages. When marks are inherited, do not inherit marks from previous for terminated users in the subject's people group 
 
   
 
  

Version 9.1.206.1 (Support Release - 19 January 2026)
Imports 
 Add a missing manager to the user import API to correct the mapping when importing custom (#135967) 
 Problem 
 
 Userimport API mapping is incorrect when customfields are imported  
 
   
 Solution 
 
 Added LeaveManagerAlternateApproverUsername and SecondaryJobRequisitionApproverUsername to the mapping in ImportManagementServiceV1 to support additional approver information 
 
   
 
 Content Management 
 Restore the missing availability check on content management (#143582) 
 Problem 
 
 The content management service availability check is missing, preventing the upload and download of PM documents  
 
   
 Solution 
 
 Restore Content Management service availability check 
 
   
 
 Learning Management  
 Fix Subject Copy functionality (#143406) 
 Problem 
 
 When a user copies and then saves a subject twice, a validation error occurs because the subject details are not being saved correctly during the copy process. 
 The "Copy and Save" function does not accurately save the subject details. 
 The "Copy" feature allows users to save a Class/Group that has already been used. 
 Saving a copy of a page more than once creates duplicates instead of saving the newly copied subject.  
 
   
 Solutions 
 
 Update the backend scripts to handle the copy page differently. 
 
   
 URLs on absent notification templates (#143521) 
 Problem 
 
 When an image has been added to the absent notification template, the editor automatically changes the reference to relative URLs. When the actual email is then sent out, the image path cannot be located, and the broken image link icon is displayed.  
 
   
 Solution 
 
 Ensure that the editor does not replace any URLS and maintains the full paths provided. 
 
   
 
 Performance Management 
 Resolved styling on nav section item (#143453) 
 Problem 
 
 When minimising the window text gets wrapped inside a container that has a fixed size and margin, also adding unneeded space  
 
   
 Solution 
 
 Implemented a change so that the height gets adjusted to the content of the element, with padding around 
 
   
 
  

Version 9.1.206 (19 January 2026)
People Management 
 Change people groups query to use dynamic parameters to avoid parameter sniffing (#143512) 
 Problem 
 
 The dapper query to fetch the list of people group users can, at times, take extremely long. 
 This is due to the query plan caching and the parameter sniffing that is required with the current implementation. 
 
   
 Solution 
 
 Added OPTION RECOMPILE to the temp table insert query, additionally changed the Dapper parameters to be dynamic to allow specifying the exact types, which enables SQL to create a better execution plan.  
 Date values are submitted through as datetime parameters and not as varchar 
 
   
 
 System Access 
 Resolved system access not saving, throwing a sorry page (#143531) 
 Problem 
 
 Url changes implemented for validation, and a new object is stored as JSON. Within the JSON conversion, it could not deserialise correctly  
 
   
 Solution 
 
 Add implementation to navigate and correctly add items to a new list 
 
   
 
  

Version 9.1.205 (19 January 2026)
Data Warehouse 
 Corrected the SQL Source query (#143362) 
 Problem 
 
 The Container for jpJobCompetencyInherentRequirements has failed due to source table changes 
 
   
 Solution 
 
 Resolved issue by updating the Source query step for container jpJobCompetencyInherentRequirements 
 
   
 Created new SSIS Package "PackageLog.dtsx" (#143261) 
 Problem 
 
 A table is required to log and store the DWH Package results 
 Script is required to fetch and return DWH Packages results to measure Performance 
 
   
 Solution 
 
 Created a new SSIS Package and table "PackageLog"  
 Created sp monitorDWHPackageResultsReport to return the latest DWH Package results 
 
   
 Added a step to update the Active field within jpAppointments (#142737) 
 Problem 
 
 The active was not updated for all the older Appointments since this is calculated manually within the DWH 
 
   
 Solution 
 
 Added a step within Appointments to update the Active field for all the Appointments to ensure it is updated 
 
   
 Removed Shrink Log File step with Full Refresh (#142737) 
 Problem 
 
 Since the Full Refresh has been adjusted only to refresh data for the current year, the Shrink Log File Step is not required anymore within ExecuteSequence  
 
   
 Solution 
 
 Removed step "Shrink Log File for V9_Datawarehouse with Full Refresh" within ExecuteSequence SSIS Package 
 
   
 Corrected Truncate step for rbDataIntegrityResults (#142737) 
 Problem 
 
 An incorrect table name was used to try to truncate rbDataIntegrityResults, which is causing the package to fail 
 
   
 Solution 
 
 Corrected SQL statement in the "Truncate rbDataIntegrityResults" task to reference the correct table name 
 
   
 
 Performance Management 
 Resolve various bugs due to visually impaired changes (#142553) 
 Problem 
 
 Scrolling on a contract page is no longer working as it should. When you scroll down, the banner with the person's details should be made smaller, to only display the portrait and name (and score gauges when applicable). The panel on the left should always stay visible, and as you scroll, it should highlight the sections that are currently visible. Only the section cards should scroll up and down.  
 Styling issue when selecting a score during the rating phase. The highlight does not cover all the text, and it is flat on the left and right sides instead of round.  
 Delete the modal when deleting the agreement period is not working correctly. You cannot enter a delete reason because focus is lost after clicking in the text field. When you click cancel, the modal starts flickering.  
 Cannot open the review period by clicking on the overall summary score Gauge  
 
   
 Solution 
 
 Resolve the problem with the scroll not working correctly and the banner not auto-collapsing on scroll. Also fixes the scrollspy stickytop issue.  
 Correct the problem with selected ratings styling  
 Correct issue with the delete modal losing focus when clicking on the deletion reason  
 Resolve the problem of not being able to open the contract from the overall summary score gauge 
 
   
 Resolve issue with editing section weights on contract due to missing parameter (#143437) 
 Problem 
 
 Unable to edit section weights on a contract due to the missing primaryContract parameter not being sent from the frontend.  
 
   
 Solution 
 
 Added missing parameter 
 
   
 Resolve issue with deleting action plans (#143402) 
 Problem 
 
 Unable to delete action plans due to a missing primary contract parameter required for authentication  
 
   
 Solution 
 
 Add required parameter  
 
   
 Resolve issue with adding/editing action plans (#143402) 
 Problem 
 
 Error received when trying to add or edit action plan items. Bug due to recent additional contract development 
 
   
 Solution 
 
 Resolve missing parameter not sent through when adding / editing / copying action plans. 
 
   
 
 Identity and Authorisation 
 File import not setting default password (#139782) 
 Problem 
 
 When importing users from the frotnend the password does not get set  
 
   
 Solution 
 
 Implemented a call to get the default password and set the password hash 
 Implemented a new change to set a default password on product Setup. When new users are created inside identity it will make use of the default password, and a new expired result will be returned 
 
   
 
 Job Management 
 Resolve issue with Job Inherent Requirements incorrectly updating when rating on competency analysis (#143362) 
 Problem 
 
 When rating competency for a user for Job Inherent Requirements, if multiple requirements of the same Master Data type exists all corresponding records for the same type are updated incorrectly. 
 Picked up a design problem where for the Job Inherent Requirements, multiple requirements per type can be added; however, for the analysis, the Job Competency Inherent Requirements entity is incorrectly linked to the master data record instead of the job inherent requirement record, resulting in a user can only ever have one requirement per type.  
 Front-end and backend allow for working with multiple per type, but cannot distinguish on the record level to which Job Inherent Requirement it is linked and as per the issue on request, updating one record leads to all of the same type being updated.  
 
   
 Solution 
 
 Remapped the Job Competency Inherent Requirement to the Job Inherent Requirement and updated all references accordingly. 
 
   
 
 Imports 
 Update email confirmation logic in user creation (#142626) 
 Problem 
 
 Email is not confirmed when empty  
 
   
 Solution 
 
 Replaces dynamic email confirmation check with a hardcoded true value when creating users via gRPC. 
 This change ensures all users created through people management have confirmed emails, likely to simplify sign-in during the MVP phase. 
 
   
 
 Report Builder 
 Resolved date filter breaking SQL script (#143230) 
 Problem 
 
 When a datetime filter is added, the SQL script throws an exception as the datetime is not within an apostrophe 
 
   
 Solution 
 
 Add a filter check to concat when the types are of datetime 
 
   
 
 Event Scheduling 
 Resolved Event Name not being set when tab page is reloaded (#140617) 
 Problem 
 
 When navigating to a tab, the event name is already loaded from event details, but should you refresh the tab, it reloads the content, where the event name is removed  
 
   
 Solution 
 
 Add a change to retrieve the event name on each tab to emit to set the display of the event name 
 
   
 
   
 
  

Version 9.1.204 (19 January 2026)
Performance Management 
 Implemented calculated average score (#142544) 
 Problem 
 
 The KPI Calculated Average is not available on the View/Print | Export to Excel report 
 
   
 Solution 
 
 Implemented a new column in the data export on contract preview 
 
   
 Resolved KPI not being able to delete (#143253) 
 Problem 
 
 The primary contract's bool value was not being sent through, which caused an invalid object  
 
   
 Solution 
 
 Add a change to pass through the primary contract's bool value 
 
   
 Resolved Scroll jumping to the top of the page after rating (#142537) 
 Problem 
 
 Visually impaired changes made a change to auto focus first item for every useeffect change, this caused that when a rating was done it scrolled to the top  
 
   
 Solution 
 
 Add a change to stop concurrent refocus to the top 
 
   
 Fix document link for KPIs, Disable buttons on content view when content server is unavailable (#140522) 
 Problem 
 
 When clicking on View Documents on the KPI level, a page not found is displayed. When the content server is unavailable, clicking on the download or upload of a document causes errors  
 
   
 Solution 
 
 Fix the view documents link for the KPI level. Add handling to show a content server unavailable message and disable buttons when the content server cannot be reached. 
 
   
 
 Imports 
 Remove duplicate self-service settings in validation when importing users (#142626) 
 Problem 
 
 Cannot import users when ESS settings are duplicated in the DB  
 
   
 Solution 
 
 Removes duplicate rows in ESS settings, keeping only the most recently edited entry for each unique combination of `FieldSection`, `FieldId`, and `RulesetId`. * Updated the construction of the `requiredFields` dictionary in `UserDetailsValidationService.cs` to ensure unique combinations of `FieldSection` and `FieldId` are included, preventing issues caused by duplicate settings. 
 
   
 Resolved import not being triggered (#143185) 
 Problem 
 
 Data-Action URL is not taken into account when the form modal is being submitted 
 
   
 Solution 
 
 Corrected code and safety to use the action, and set the input fields correctly after selecting items. 
 
   
 Add custom user import SQL scripts for clients (#132261) 
 Problem 
 
 There is no area to version the custom client import steps  
 
   
 Solution 
 
 Introduced new SQL procedures for Discovery, FamousBrands, and Hirexe user import processes. These scripts implement custom pre/post import logic, such as clearing email addresses based on field values and removing non-Hirexe appointments, to support client-specific requirements. 
 
   
 
 Data Warehouse 
 Changed column name from ExecuteSequenceLastRefreshed to V9ExecuteSequenceLastRefreshed within PackageSettings (#143103) 
 Problem 
 
 Only naming the column field to ExecuteSequenceLastRefreshed will create confusion when using V8 DWH as well  
 
   
 Solution 
 
 Changed column name from ExecuteSequenceLastRefreshed to V9ExecuteSequenceLastRefreshed within PackageSettings 
 
   
 Resolved duplicate issue within accTenants (#142737) 
 Problem 
 
 Duplicate data is being inserted within accTenants  
 
   
 Solution 
 
 Added Distinct to resolve the duplicate insert issue 
 
   
 Added Update LastRefresh Steps within ExecuteSequence (#143103) 
 Problem 
 
 LastRefresh data is required for SSIS Packages  
 
   
 Solution 
 
 Added LastRefresh steps for all SSIS Modules and ExecuteSequence that will update within the table PackageSettings 
 
   
 Created new table rbDataIntegrityResults (#142922) 
 Problem 
 
 A new table, rbDataIntegrityResults, is required within V9 DWH 
 New fields are required within PackageSettings to update Last Refreshed for all modules  
 
   
 Solution 
 
 Created a new table, rbDataIntegrityResults, within ReportBuilder_ETL.dtsx  
 Created a Script that will email the results to the required employees - Added fields PeopleManagementLastRefreshed, JobProfilerLastRefreshed, PerformanceManagementLastRefreshed, TenantManagementLastRefreshed, DataDictionaryLastRefreshed, LearningManagementLastRefreshed, LearningManagementReportLastRefreshed, ReportBuilderLastRefreshed and ExecuteSequenceLastRefreshed within PackageSettings 
 
   
 Adjustment made within LearningManagementReport (#143104) 
 Problem 
 
 Adjustments are required within LearningManagementReport  
 
   
 Solution 
 
 Moved manual update steps to its own container 
 Updated manual step queries to update to the DWH table instead of the Staging table 
 
   
 Removed unused tasks from CreateFunctions (#125159) 
 Problem 
 
 Some tasks are not being used anymore within SSIS Package CreateFunctions  
 
   
 Solution 
 
 Removed unused tasks from SSIS Package CreateFunctions 
 
   
 Updated Insert steps within LearningManagement_ETL (#140865) 
 Problem 
 
 The package is currently failing with a full refresh due to joining with RulesetID within Insert Steps for LearningManagement  
 
   
 Solution 
 
 Updated Insert steps within LearningManagement_ETL by removing the RulesetID join 
 
   
 Updated Insert steps within JobProfiler_ETL (#140865) 
 Problem 
 
 The package is currently failing with a full refresh due to joining with RulesetID within Insert Steps for JobProfiler  
 
   
 Solution 
 
 Updated Insert steps within JobProfiler_ETL by removing RulesetID join 
 
   
 Updated Insert steps within PeopleManagement_ETL (#140865) 
 Problem 
 
 The package is currently failing with a full refresh due to joining with RulesetID within Insert Steps for PeopleManagement  
 
   
 Solution 
 
 Updated Insert steps within PeopleManagement_ETL by removing RulesetID join 
 
   
 Resolved errors within UpdateDataDictionary.dtsx (#142103) 
 Problem 
 
 An error is received when selecting all the datasource fields for JobProfiles within ReportBuilder, since certain fields no longer exist anymore 
 An error is received within "Add DataSourceJoins 2" due to not pointing to the correct Connection String  
 
   
 Solution 
 
 Corrected the Data Dictionary to exclude fields for JobProfiles that do not exist anymore within the Data Warehouse  
 Corrected Connection String for "Add DataSourceJoins 2" 
 
   
 
 People Management 
 Add immediate imports after transfer to another ruleset (#142770) 
 Problem 
 
 When the user is transferred, the import is not requested immediately, delaying the sync of learner records  
 
   
 Solution 
 
 Moved reporting line, cache busting and additional service import triggers from PeopleController to JobProfilerServiceV1 for better encapsulation. Added GetUsernameAsync to IUserQueries and UserQueries to support username retrieval by user ID. Updated ImportUsersEventConsumer to limit ImportTypes to UserData only. Also added placeholder fields for parent/guardian names in user export. 
 
   
 Fix materialisation when a people group has not been materialised before | Fix regression bug on people termination (#136729) 
 Problem 
 
 When materialising people groups and the list of people groups to materialise is empty, it only materialises for people groups that have already been materialised in the past.  
 
   
 Solution 
 
 When the 'forceSync' parameter is true, refresh for ALL people groups on the ruleset (if an empty people group was received). 
 Still, only materialise people groups already materialised when 'forceSync' is false. 
 **PLUS** Other issue picked up while testing: Termination broken due to a regression bug. A new field was added to a model used in a query in job profiler, but the query was not updated, which results in the query breaking, meaning ultimately people cannot be terminated anymore. Updated the model to make use of auto properties instead of a constructor, which makes it easier for Dapper to map the query result to the model. 
 
   
 Update SkiaSharp dependencies and Docker setup (#139069 & #142672) 
 Problem 
 
 The component to convert images and Word documents is not available, and an error is received. The version of the native libSkiaSharp library (88.1) is incompatible with this version of SkiaSharp. Supported versions of the native libSkiaSharp library are in the range [116.0, 117.0).\u0022)) An error occurred while processing your request., , , The type initializer for SkiaSharp.SKImageInfo threw an exception.)","Exception":"System.TypeInitializationException: The type initialiser for SkiaSharp.SKImageInfo threw an exception. System.DllNotFoundException: Unable to load shared library libSkiaSharp or one of its dependencies.  
 
   
 Solution 
 
 This pull request updates the SkiaSharp dependencies to the latest version and ensures the application runtime environment is properly configured for SkiaSharp support. It also includes some minor code cleanups and Dockerfile improvements. 
 
   
 Hide summary sections that the people group do not provide access to (#139878) 
 Problem 
 
 When the people group does not allow access to a section  
 
   
 Solution 
 
 Added checks to only display payroll connector and payroll ID fields for the admins and manages, the user should not see the fields on their own profile. Updated ProfileSummaryViewModel to refine view permissions for particulars, contact details, and address based on user and group permissions. 
 
   
 
 Report Builder 
 Resolved Delete button not being enabled when toggle is checked (#143032) 
 Problem 
 
 When a toggle is active for confirmation on the deletion modal, the delete button is not enabled  
 
   
 Solution 
 
 Add a change to toggle the disabled state depending on the checked state 
 
   
 
 System Access 
 Implement rate limiting for gRPC transcoding HTTP requests (#142267) 
 Problem 
 
 APIs do not impose any restrictions on the size or number of resources that can be requested by the client/user 
 
   
 Solution 
 
 Add change to rate limit endpoint calls 
 
   
 Implement custom post import step (#137281) 
 Problem 
 
 Employees do not have individual email addresses and are unable to reset their passwords, as they can not receive the Welcome mail 
 
   
 Solution 
 
 Implement a step to set the user password hash when empty 
 
   
 Enhance the chatbot code to URL and JS detection (#142505) 
 Problem 
 
 When the bot code is anything other than a properly formatted JS function, the Sanitisation does not work. Any URL and methods are then allowed that are incorrect.  
 
   
 Solution 
 
 Change the URL checking to identify any URL regardless of the formatting, and if it is not part of the whitelisted URL, reject and clear the text received. Attempt to format the text before parsing to JS to allow the functions to work better. Other improvements identified during the above work to prevent harmful scripts of being injected. 
 
   
 
 Exports 
 Resolved Export notification not being shown (#143192) 
 Problem 
 
 Change was made to trigger a download once export has been interacted with, due to messages being sent it was sent to each tab of the user that triggered a download, change was made to generate tab-ids for each request and only download on the tab that it interacted on, this caused that on report builder the id was not set hence why no message was shown  
 
   
 Solution 
 
 Add a change to generate a tab ID to be sent with the export of a report 
 
   
 
 Communication Portal 
 Added media query to resolve position (#137794) 
 Problem 
 
 On certain screen resolutions, the add button is rendered behind the footer, and one of the selections can not be seen clearly 
 
   
 Solution 
 
 Add a media query change to accommodate this screen resolution 
 
   
 
 Job Management 
 Resolved job profile count (#140550) 
 Problem 
 
 Count varied from the first load and then, when opened, resulted from the partition, as there could be multiple positions within a job profile  
 
   
 Solution 
 
 Add a change to correct the partition for joins and counts 
 
   
 Resolved Job Profile Not being copied and global error snack (#142903) 
 Problem 
 
 When copying a job profile, an exception is thrown because it tries to copy the disclaimer as well. Because of the value object, it created a reference to the job profile ID that causes the error. A recent change was made to ajax.tsx to correct the console errors being logged when partial view results are being returned over ajax, but this caused the middleware general exceptions snack messages did not display any more  
 
   
 Solution 
 
 Add a change to create a new value object for disclaimer settings 
 Revert and add another change to implement and correct to not write console errors when it is not JSON. 
 
   
 
 Pathways 
 [Annotation][Syncfusion] Layout changes (#139069) 
 Problem 
 
 Not all the stamps are available. A stamp reverts to the previous stamp when used more than once. The stamp does not persist between pages. When reusing ink and stamps where used before the stamp is reactivated  
 
   
 Solution 
 
 Significant enhancements to the PDF annotation functionality in the pdfAnnotation.js file, focusing on improved custom stamp handling, user experience, and code clarity. 
 It also updates the configuration to use production endpoints for the PDF viewer server and adjusts Content Security Policy settings for development.  
 PDF Annotation and Custom Stamp Functionality: Refactored custom stamp toolbar integration:
 
 Custom stamps are now added to the toolbar with clear identifiers and properties, enabling easier mapping between toolbar buttons and stamp types. 
 The toolbar now also includes new stamps such as "Half" and "Blue Half Tick", and supports rotating pages with new rotate buttons. 
 Improved stamp selection and re-arming: Introduced logic to reliably restore the selected custom stamp after page changes and annotation additions, ensuring a smoother user experience when annotating multi-page PDFs. 
 Added robust page rotation support: Implemented a rotateAndReload function that supports both document-level and viewer-level rotation, handling active annotation modes and ensuring the viewer state remains consistent. 
 Enhanced annotation mode toggling:
 
 Refined ink annotation toggling and ensured that switching modes resets the custom stamp selection, preventing mode conflicts. 
 Configuration and Security: Updated PDF viewer server endpoint to production: Changed the PdfViewerServer URL in development settings to point to the production API for more realistic testing. Expanded Content Security Policy for development: Added the production server to the connect-src directive, allowing connections to the new PDF viewer endpoint during development.  
 
 
 
 
 
   
 
 Identity & Authorisation 
 Resolved registration textarea field not outlining correctly (#142116) 
 Problem 
 
 Within the input fields, there is styling that gets generated, which adds a border outline and correction when the label moves up, but on textareas, it does not  
 
   
 Solution 
 
 Add a change to also add these divs to textareas so that the same styling and behaviour gets used 
 
   
 Resolved MFA enhancements (#143105 & #143100) 
 Problem 
 
 The countdown timer was adding a suffix with the added countdown value, which caused the old countdown and the current to be displayed next to each other. Missing translations  
 
   
 Solution 
 
 Added a change to the countdown to remove and add as the timer counts down for resend, Added missing translations 
 
   
 
   
  

Version 9.1.203 (19 January 2026)
System Access 
 Update email confirmation logic for user import and update to allow a user without an email to login (#142626) 
 Problem 
 
 A user without an email address cannot log in because the email has not been confirmed.  
 
   
 Solution 
 
 In ImportUsersCommandHandler, email is now considered confirmed if the user has no email address. In UpdateUserCommandHandler, email is always marked as confirmed. These changes ensure consistent handling of email confirmation status during user import and update operations. 
 
   
 
 Imports 
 Change Import Modal to only fetch import status and available imports when opened (#138821) 
 Problem 
 
 Currently, on every page, navigation checks are done on the import status being retrieved  
 
   
 Solution 
 
 Change to only load the import status when being opened  
 
   
 
 Job Management 
 Resolved positions not loading the correct filter type (#140550) 
 Problem 
 
 When job profiles are loaded, icons indicate the count of vacant, filled and inactive positions, but once clicked, it results in all positions 
 
   
 Solution 
 
 Implement new development to list positions based on the filter type 
 
   
 Resolved sanitise text on reporting line (#142578) 
 Problem 
 
 The title of the span is being set and used from JavaScript to set the modal title. When the title of the modal is set, it gets set with the encoding values when HTML is rendered 
 
   
 Solution 
 
 Add a change to set the modal title as raw text to not be encoded 
 
   
 
 Report Builder 
 Resolved data source width expand and console error on invalid ajax json (#140432 & #141369) 
 Problem 
 
 On Firefox, the expand click event did not trigger from SVG find, script issue on Firefox that does not allow inline events CSP* Console errors being logged when JSON is passed, which is HTML for partial views  
 
   
 Solution 
 
 Add a change to rather just check for class collapse, move the event handler to the JavaScript file. Add a change on ajax.ts to handle JSON to not parse, should it be HTML and rather warn than error 
 
   
 Resolve issue where race condition on Ruleset creation prevents initial user from materialising on ReportBuilder (#140410) 
 Problem 
 
 When a new ruleset is created, the ruleset creation is requested on each service sequentially. However, the user is copied to the new ruleset as soon as the ruleset is created, and then the SingleUser event is emitted, which informs all other services to materialise the user. This creates a race condition where the SingleUser create event reaches ReportBuilder before the ruleset creation has happened, and because of the foreign key relation between the materialised user and materialised ruleset table on RB, the user creation fails, and the first ruleset user is never created.  
 
   
 Solution 
 
 Added additional functionality on the RulesetCreation on ReportBuilder, after the ruleset has been materialised, to check if there exist materialised users and then fetch all current users for the ruleset from Account Service and materialise them immediately 
 
   
 
 Performance Management 
 Reload page when user contract is deleted (#142780) 
 Problem 
 
 Page reloads only if an additional contract is deleted 
 
   
 Solution 
 
 Add a change to reload the page after the primary contract deletion 
 
   
 Resolve issue where bulk actions are not displaying all users (#142546) 
 Problem 
 
 On bulk actions, the list of people displayed on the select list does not include all the available users, because only the first 20 users are filtered out when fetching details from JobProfiler, and then those with contracts or for the review year setup aren't all returned.  
 
   
 Solution 
 
 Change functionality to the first page for users from performance management, then after selecting job details. Fixed the load more / load all functionality 
 
   
 Add loading indicator when creating contract (#142777) 
 Problem 
 
 When creating a contract for a review setup, no loading indicator  
 
   
 Solution 
 
 Add loading indicator 
 
   
 Resolve order of review setup names (#141701) 
 Problem 
 The order causes the numeric values to be incorrectly ordered, for example, Setup 1, Setup 10, Setup 2  
   
 Solution 
 Add change to the comparison to take numbers into consideration 
   
 
 Identity 
 Enhance MFA process with option to remember (#134730) 
 Solution 
 
 Add change and enhancement to the MFA process. Add input to allow ruleset to change the number of hours to remember MFA, should they wish 
 
   
 
 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.  
 
   
 Fix uploading profile image, causing user banner to be removed (#142688) 
 Problem 
 
 Uploading a profile image causes the user's banner to be removed. 
 
   
 Solution 
 
 Use the existing profile image if one is provided. 
 
   
 Fix banner not updated if you upload a new one (#142688) 
 Problem 
 
 If you open the modal to change a person's banner and/or profile image and then upload a new banner image, that banner image will not be set as the new banner image for the person. The first time you select it, nothing will happen, but if you select it a second time, the banner is updated. 
 
   
 Solution 
 
 Return uploaded banner image details and set them so that they can be used when the image is saved. 
 
   
 Remove functionality to copy profile image and avatar for transferring the user to the ruleset (#142521) 
 Problem 
 
 Profile image and avatar should not be copied to the new user with transferring the user to a new ruleset  
 
   
 Solution 
 
 Remove functionality to copy profile image and avatar for transferring the user to the ruleset 
 
   
 Resolve search and collapse problem on Orgnode tree on transfer person to ruleset modal, and prevent transfer of user with same ID number in destination ruleset (#142696 & #142694) 
 Problem 
 When searching for organisations, the treeview populates duplicates. Able to transfer a person with Idnumber that already exists on the destination ruleset  
   
 Solution 
 Resolve the search and collapse problem on the Orgnode tree on transferring a person to the ruleset modal. Prevent transfer of the user with the same ID number in the destination ruleset 
   
 
 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 
 
   
 
 Data Warehouse 
 Implemented Performance Improvements within PerformanceManagement_ETL.dtsx (#140865) 
 Problem 
 
 Performance Improvements are required within the SSIS Package PerformanceManagement_ETL.dtsx 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: pdmContracts, pdmContractSurveys, pdmContractPeriods, pdmContractPeriodActionPlans, pdmContractPeriodSectionItems, pdmReviewYears, pdmContractPeriodEvaluations, pdmReviewYearPeopleGroupsSetup, pdmContractPeriodSectionItemModerations  
 Adjusted steps for Custom fields calculations/insert for pdmContracts and pdmContractPeriods to only do this for active Contracts/ContractPeriods 
 
   
 Added new Join between jpAppointments and jpJobProfiles (#142103) 
 Problem 
 
 Join are required between jpAppointments and jpJobProfiles 
 
   
 Solution 
 
 Added Join between Appointments and JobProfiles for Report Builder 
 
   
 Implemented Performance Improvements within LearningManagementReport_ETL.dtsx (#140865) 
 Problem 
 
 Performance Improvements are required within the SSIS Package LearningManagementReport_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: - lmAttendances - lmReportCards 
 
   
 
  

Version 9.1.202.3 (Support Release - 14 January 2026)
Performance Management 
 Cannot edit section weights on the contract (#143437) 
 Problem 
 
 Unable to edit section weights on a contract due to the missing primaryContract parameter not being sent from the frontend. 
 
   
 Solution  
 
 Added missing parameter 
 
   
 Cannot delete action plans (#143402) 
 Problem 
 
 Unable to delete action plans due to a missing primary contract parameter required for authentication 
 
   
 Solution 
 
 Add required parameter 
 
   
 Issue when adding/editing action plans (#143402) 
 Problem 
 
 Error received when trying to add or edit action plan items. Bug due to recent additional contract development 
 
   
 Solution 
 
 Resolve missing parameter not sent through when adding / editing / copying action plans 
 
   
 
 Job Management 
 Issue with Job Inherent Requirements incorrectly updating when rating on competency analysis (#143362) 
 Problem 
 
 When rating competency for a user for Job Inherent Requirements, if multiple requirements of the same Master Data type exists all corresponding records for the same type are updated incorrectly.  
 Picked up a design problem where for the Job Inherent Requirements, multiple requirements per type can be added; however, for the analysis, the Job Competency Inherent Requirements entity is incorrectly linked to the master data record instead of the job inherent requirement record, resulting in a user can only ever have one requirement per type. 
 Front-end and backend allow for working with multiple per type, but cannot distingush on the record level to which Job Inherent Requirement it is linked, and as per the issue on request updating one record leads to all of the same type being updated. 
 
   
 Solution  
 
 Remapped the Job Competency Inherent Requirement to the Job Inherent Requirement and updated all references accordingly. 
 
   
 
  

Version 9.1.202.2 (Support Release - 7 January 2026)
System Access 
 Update email confirmation logic for user import and update to allow a user without an email to log in (#142626) 
 Problem 
 
 A user without an email address cannot log in because the email has not been confirmed 
 
   
 Solution 
 
 In ImportUsersCommandHandler, email is now considered confirmed if the user has no email address 
 In UpdateUserCommandHandler, email is always marked as confirmed 
 These changes ensure consistent handling of email confirmation status during user import and update operations 
 
   
 
 Imports 
 Remove duplicate self-service settings in validation when importing users (#142626) 
 Problem 
 
 Cannot import users when ESS settings are duplicated in the DB  
 
   
 Solution 
 
 This pull request addresses the issue of duplicate entries in the `SelfServiceSetup` table and improves the handling of required fields in the user details validation logic. The most important changes are as follows:
 
 Removes duplicate rows in ESS settings, keeping only the most recently edited entry for each unique combination of `FieldSection`, `FieldId`, and `RulesetId`. 
 Updated the construction of the `requiredFields` dictionary in `UserDetailsValidationService.cs` to ensure unique combinations of `FieldSection` and `FieldId` are included, preventing issues caused by duplicate settings. 
 
 
 
   
 
 Performance Management 
 Resolved KPI not being able to delete (#143253) 
 Problem 
 
 Primary contract bool value not being sent through, which caused an invalid object  
 
   
 Solution 
 
 Add a change to pass through the primary contract's bool value 
 
   
 
 People Management 
 Re-add transfer person JS logic (#143186) 
 Problem 
 
 The transfer button was removed.  
 
   
 Solution 
 
 Re-add it 
 
   
 Fix materialisation when a people group has not materialised before | Fix regression bug on people termination (#136729) 
 Problem 
 
 When materialising people groups and the list of people groups to materialise is empty, it only materialises for people groups that have already been materialised in the past.  
 
   
 Solution 
 
 When the 'forceSync' parameter is true, refresh for ALL people groups on the ruleset (if an empty people group was received). 
 Still, only materialise people groups already materialised when 'forceSync' is false.  
 PLUS Other issue picked up while testing:
 
 Termination broken due to a regression bug. 
 A new field was added to a model used in a query in the job profiler, but the query was not updated, which results in the query breaking, meaning ultimately, people cannot be terminated anymore.  
 Updated the model to make use of auto properties instead of a constructor, which makes it easier for Dapper to map the query result to the model. 
 
 
 
   
 
   
  

Version 9.1.230 (25 May 2026)
Imports 
 Resolve the incorrect import of org level 9. Correct import of reporting lines and company dates after materialisation migration (#149114) 
 Problem 
 
 Org level 9 name and code imported in the incorrect order. The Reporting line import fails due to a mapping issue with the record in the Dapper query. StartDateInCompany cannot be imported due to missing aliases. The job profile import starts before the user materialisation completes, then appointments, reporting lines, and company dates are only partially imported.  
 
 
 Solution 
 
 Reorder OrgLevel9Name/OrgLevel9Code across models, DTOs and gRPC mapping so field positions are consistent (UserDetails, BasicUserDetailsData, PaySpace export, ImportManagementService). Fix a tuple return in UserDetails to return OrgLevel1Name instead of OrgLevel1Code. Correct SQL in UserQueries: reference ud and muser aliases explicitly, use the proper JOIN for UserCompanyDates, and fix KnownAs column alias formatting. Also, remove a stray blank line. These changes ensure correct mapping of org/job fields and correct user date update logic. Add a short delay before starting the job profile import 
 
 
 
 Data Warehouse 
 Updated insert step for PAYU tables (#142732) 
 Problem 
 
 New SchemaIDs need to be added for the Insert step for PAYU tables 
 The step needs to be adjusted to execute the original SP within the DWH staging insert step  
 
 
 Solution 
 
 Added new SchemaIDs for the insert step for PAYU tables 
 Updated the insert staging step to execute the original SP to ensure consistency 
 
 
 
 People Management 
 Improved performance on Company tab query (#149132) 
 Problem 
 
 When selecting the Company tab, and there are a lot of employees, it can take a very long time  
 
 
 Solution 
 
 Optimised and improved query 
 
 
 Toggle compression view when clicking the modal cancel button (#148107) 
 Problem 
 
 When uploading a profile image and clicking the Cancel button, reopening the modal still displays the previously uploaded image in the compression preview sections. 
 
   
 Solution 
 
 Updated the cancel functionality to also reset the compression previews, ensuring previously uploaded images are cleared when the modal is closed. 
 
   
 Resolved people group import to v8 returning 0 users (#149113) 
 Problem 
 
 When an empty list is sent from v8, it has an empty string within that, which causes the extra where condition that returns no users 
 
   
 Solution 
 
 Added logic check to only take items that are not empty or null 
 
   
 
 Master Data 
 Disable the Evaluation Master Data scheduled import. Improve handling on Bulk Import handler for evaluation master data (#148480) 
 Problem 
 
 Errors occur on the Bulk Evaluation Master Data Handler. Currently, this runs for ALL rulesets, even those that do not utilise PM or that have invalid or inaccessible api endpoints. 
 
 
 Solution 
 
 Since this Master Data is only used during specific periods, we don't need to fetch it daily. Will now only trigger when requested ad hoc from the front end. Disabled the schedule on all rulesets for EvaluationMasterData import (import type 13). Improved handling of the bulk evaluation master data handler. Note that this will no longer be called technically since the schedule is disabled, but it will still include the improvements in case the schedule is re-enabled from the front end. 
 
 
 Implemented paging within master data (#149206) 
 Problem 
 
 No paging exists on the Master Data Items page  
 
   
 Solution 
 
 Implemented paging on the table for master data items 
 
   
 
 Identity and Authorisation 
 Adjusted user registration flow email confirmation (#148426) 
 Problem 
 
 Business rule flow is missing. Once a user submits a request and the ruleset has confirmed registrations, the request is logged, and the manager can accept or reject it. The flow missed a part where it first needs to send a confirmation email to the newly created registration to confirm the email address, then only submit for the manager to accept or reject the request. There was a restriction that an email confirmation code could only be generated from an identity profile that was created  
 
 
 Solution 
 
 Implemented new properties to indicate which part of creation it needs to do with CreateUser in Identity and within Account. Once a user registers, it sends a new email template with the email confirmation link. Once the user has confirmed the link, only then are the original templates triggered to the manager and user for submission. The manager can only then accept or reject the request; it will see the dependency that awaits email confirmation. Once accepted, the account user is created; if rejected, the identity user is then deleted 
 
 
 
 People Groups 
 Fix for duplicate insert into MaterialisedPeopleGroupUserMatches and grouped condition calculation fix (#149213 & #148485) 
 Problem 
 
 Full people group refresh failing due to duplicate insert into MaterialisedPeopleGroupUserMatches. It looks like this is due to not having a distinct on the Job people group condition type, which may occur when the condition resolves the same job profile ID twice 
 Grouped conditions calculated incorrectly - it required a user to satisfy ALL configured grouped conditions, meaning it worked like an AND, instead of working like an OR 
 
   
 Solution 
 
 Ensure distinct is used, and also use an edited date variable to ensure the distinct works correctly. 
 Ensure that a user forms part of a people group when they satisfy ANY of the configured grouped conditions. Also, a bit of cleanup. There was a dangling RN = 1 for the latest appointments, which is not required. Also changed LatestAppointments to be CurrentAppointments to be more semantically correct 
 
   
 
 Learning Management 
 Remove Duplicates and add unique indexes to Marks (#147342) 
 Problem 
 
 The system was allowing duplicate mark entries for the same student, subject, and mark type - meaning a student could have two "final marks" for the same class, causing data inconsistencies and incorrect reporting. 
 
   
 Solution 
 
 The database was updated to enforce a rule that prevents duplicates from being saved in the future. Before applying that rule, any existing duplicate entries were cleaned up automatically (keeping the most recently edited one per student). A safety backup of the marks' data was also taken before any changes were made 
 
   
 
 Event Scheduler 
 Fixing the save error caused by disabled form fields (#148927) 
 Problem 
 
 User is unable to save the newly created or edited virtual tour. This was due to language being disabled on the form when submitting, and disabled form fields are not added to the payload submitted. After the tour is saved, the 'View Tour' button is still missing 
 
   
 Solution 
 
 Toggle the disabled property to false when clicking the save button. Toggle back to disabled after callback. Adding product code for event scheduling in the spa controller to ensure that the user guide can find the existing virtual tour on the event scheduling page 
 
   
 Bug fixes on event details page (#149130, #149109 & 149107) 
 Problem 
 
 The global flatpickr date input handler still did not properly set the values when entering manually and when selecting via the date picker. 
 The first session was selected only when there was a single session 
 An error appears when the system loads the Attendance Register 
 
   
 Solution 
 
 Updated the global flatpickr date input handler so both manual typing and date picker selection write the parsed ISO value back to the original input and notify the owning framework correctly. For React-owned inputs, the handler now calls the React change/input callback directly after syncing the real input value. For normal jQuery/plain JavaScript inputs, it continues to dispatch standard input and change events. Also ensured the shared Day.js setup is loaded before datepickers, so custom display formats continue to parse correctly. 
 Ensure that the first session is always selected, regardless of the number of sessions 
 Solution had a syntax error with regards to a CTE (WITH), ensure CTE statement begins with a semi-colon ';' 
 
   
 
  

Version 9.1.231 (25 May 2026)
Notifications 
 Resolve issue with notification schedule run time not saving correctly (#130537) 
 Problem 
 The user's selected Run time is converted to UTC from the server's time  
   
 Solution 
 The user's selected Run time should be converted to UTC from their own timezone 
 Create a helper method to convert the user's local time to UTC  
   
 Resolved System Help Page error (#149490) 
 Problem 
 An error occurred when opening the system help modal for Notifications  
   
 Solution 
 Missing mapping for page type 
   
 
 People Management 
 Correct System help pages file uploads not persisting and resolve toolbox squashed (#148297) 
 Problem 
 Images are not persisting when uploaded onto the user guide help page section editors. 
   
 Solution 
 Added server-side upload URL to store images and ensure the image is persisted. Fixed squashed toolbar.  
   
 Resolve virtual tour slides images uploaded on the editor not persisting (#148297) 
 Problem 
 When uploading an image to the editor for a virtual tour slide, the image does not persist when logging out and back in again. 
   
 Solution 
 Ensure image upload paths are accessible when the modal is opened, and that editor initialisation options are rendered correctly to allow event handlers to fire.  
   
 Try to resolve the issue with syncfusion wysiwyg editor not available when the page help modal is opened (#148296) 
 Problem 
 Page help modal editors don't show the toolbar, and not actually the editor, it shows a textarea 
 Cannot reproduce locally, possible cause is that when the page help modal js file loads and the Syncfusion variable is instantiated, the Syncfusion script hasn't fully run, and the component has not been initialised.  
   
 Solution 
 Changed to load the Syncfusion editor via a function on the page help modal to ensure that when it is accessed, the editor control should be initialised.  
   
 
 Dashboard 
 Remove universal selector from syncfusion editor styling, causing no borders to display (#148395) 
 Problem 
 Table borders are not shown in the editor. Styling has a universal selector that forces table cells, columns and rows to also have no borders.  
   
 Solution 
 Remove the universal selector and explicitly set the border colours for tables within the SF editor component. Added cache busting to syncfusion editor stylesheet load on baselayout  
   
 Set the SF WYSIWYG editor toolbar to floating to try to resolve the issue where it gets squashed (#148231) 
 Problem 
 With large content in the editor, the toolbar gets squashed. 
   
 Solution 
 Cannot replicate locally, trying the suggestion to make the toolbar floating, which should hopefully solve the overflow and squashing of it