Release Notes - CRT Version 6.5.182

BUG FIXES

• #2742 - PM Tools > RACI Tasks -The total number of tasks displayed has been corrected; however, discrepancies in the calculations were causing some tasks to be missing from both the completed and incomplete columns. This issue has been resolved in this release.
• #2596 - Administration > Manage Resources - Users previously encountered an issue where they could not save the 'Add/Edit Resource' popup unless they selected an option from the 'Type' dropdown, even though this field was not marked as required. This issue has been resolved in this release.
• #2595 - Administration > Process configuration - After adding a process and selecting the Assessment type, the selected Assessment type was not displaying in the list column, although it appeared correctly during the editing phase. This issue has been resolved in this release.
• #2605 - Compliance Management - If a user wishes to view the 'Not Specified' practices in the practice criticality section, they will now find that the practices displayed include the 'Not Specified' status, which was previously missing. This issue has been resolved in this release.
• #2659 - Risk Register > Third Party Associations - When a user attempts to add a third-party association for risk, the association is successfully added; however, it was not previously displayed on the tab. This issue has now been resolved in this release.
• #2690 - Compliance Management > Assessment Management > Resource Assignments -  The statuses of the Practices were not accurately reflecting the correct numbers, although the overall totals were accurate. This issue has been addressed and resolved in this release.
• #2694 - Compliance Management > Assessment Management > Task and Work Effort Assignments - The displayed numbers for assigned tasks and newly created tasks were incorrect, despite the overall total being accurate. This issue has been corrected in this release.
• #2764 - Compliance Management > Assessment Management > Iteration - When a user deletes a Policy from a Practice, it was previously still visible in the Policies tab. This issue has now been resolved in this release.
• #2834 - Compliance Management > Assessment Management > Iteration - When attempting to link Policies within Practices, users experienced an issue where the page would continuously load without completing the action. This problem has been addressed and resolved in this release.
• #2929 - Maturity Management > SSP > Generate SPP Report - Users previously encountered formatting errors and HTML tags appearing in the SPP report. This issue has been resolved in the current release.
• #2931 - Maturity Management > Managed Finding > Edit Managed Lists - When users are in a Managed Finding and try to modify the items in the managed lists area for a specific finding, the changes will not reflect on the Managed Findings screen until the browser is refreshed. This issue has been addressed and resolved in this release.
• #2941 - Compliance Management > Engagement Management > Assessment Management The checkbox responses in the Assessment area across different portals were previously inconsistent. This issue has now been addressed and resolved in this release.
• #2979 - Administration > System Configuration > Application Setting - The API Key and Connection String fields were previously displayed as plain text, making them visible to users. Given the sensitive nature of this information, it is essential to safeguard it in the same manner as passwords. This concern has been addressed and resolved in this release.
• #2983 - Third Party Risk Management > Assessment List - When a new third-party risk assessment is created, users who are notified via email are not receiving the link to the assessment. This ensures that users can be easily redirected to the newly created assessment, addressing the previous issue that prevented this functionality. This fix is included in this release.
• #2995 - Administration > Manage Clients > Clients Contracts - Clients were previously unable to save the monthly charges for Risk, Incident, third-party associations, and other modules. As a result, the charge amounts were not reflected in the Client Product Tabs section of the contract. Additionally, an incorrect client name was displayed at the top of the client edit screen. These issues have been resolved in this release.
• #3016 - Administration > Document Explorer > Evidence Auditing - When selecting a Domain from the dropdown menu, users may notice that the same Domains are listed multiple times. This occurs because the system is not filtering the Domains based solely on the Assessment selected in the previous dropdown. These issues have been resolved in this release.
• #3031 - Document Control Management System > New Document - The "Type" dropdown menu allows you to specify whether you are creating a "New Document" or selecting an "Existing Document." The "Source" dropdown menu enables you to choose the basis for your document, displaying a list of all currently published documents. This selection may include simple template documents as well as established policy documents for your convenience. this issue is fixed in this release.
• #3038 - Risk Register > Edit Risk Register >Third Party Associations - When a user edits a practice in the Third-party association section of the risk register, the system previously navigated to the first practice in the assessment instead of remaining on the selected practice. This issue has now been resolved in this release.
• #3045 - Compliance Management > Engagement Management > Assessment Management > Iteration - When a user adjusts the dimensions of the section within the practice option tabs, those modifications will be retained, ensuring that they reset when the user navigates back to the screen. This issue is fixed in this release.
• #3047 - Third Party Risk Management > Assessment List - When users access the Assessment List and click on the "i" informational button for a specific assessment, they previously encountered a browser error. This issue has now been resolved in this release.
• #3051 - Third Party Risk Management > Assessment List > Iteration - The "Domain Summary" section is a user field for CRT that is now accessible once a third-party submits their assessment for review, transitioning it to the "Submitted" state. Previously, this feature was only available when the assessment was in the "Assigned" state.This issue has been resolved in this release.
• #3081- Compliance Management > Engagement Management > Assessment Management > Iteration - If all practices associated with an objective are hidden due to applied logic, the objective itself will also be hidden. Similarly, if all objectives within a domain are hidden, the domain will be concealed as well. This enhancement has been implemented in this release.
• #3088 - Third Party Risk Management > Settings > Contracted Assessments - When users tried to review the configuration for contracted assessments or add a new item, the data would not appear. Additionally, saving a record provided no feedback, leaving users uncertain if their action was successful. This issue has been resolved in this release.
• #3092 - Third Party Risk Management > Third Parties List > User - When a user attempted to edit a third-party user, the page would fail to load, causing the cursor to display a spinning icon with the message “Please wait.” This issue has been successfully resolved in this release.
• #3095 - Third Party Risk Management > Assessment List > Download Evidence - Instead of showing an error when no evidence files are found, the system will now display an informational symbol accompanied by a message indicating that no files are available. This issue has been resolved in this release.

PRODUCT ENHANCEMENTS

• #2617 - Navigation Menu - The left-hand navigation menu has expanded significantly without a thorough usability review, leading to user concerns about its cluttered appearance and difficulty in locating specific items. In this release, we have enhanced the navigation menu's design and usability to improve the overall user experience.
• #2739 - Campaign Data Import Tool - Currently, when users wish to initiate a campaign involving numerous new clients and users, the process requires manual input for each entry. This can lead to a significant increase in clicks and a higher likelihood of errors occurring during data entry. We have introduced a new tool that streamlines the campaign data import process. This tool leverages our existing "Data Import" functionality, enabling users to efficiently import a list of clients and users, rather than manually creating each entry.
• #2869 - Administration > Manage Clients - When we introduced contracts and licensing, the license type was assigned at the contract level, which proved to be inefficient. To enhance clarity and tracking, we have now added fields for individual line items that allow for the specific license type to be recorded as it pertains to each item.
• #2881 - Administration > System Configuration > Application Setting > Module Configuration - Enhancements have been made to the upsell process by implementing changes at the Instance, Organization, and Client levels. We have deployed updates related to license email notifications, streamlining content and delivery mechanisms to enhance clarity and improve user engagement. Additionally, we have improved the functionality for license expiration notifications for Primary, Secondary, and Sales Manager roles. The term 'Upsell' has also been renamed to 'Display all Modules' for better understanding.
• #2911 - Compliance Management > Engagement Management > Assessment Management > Iteration - When evidence is added to an auto-assessment iteration, it is currently linked only to that specific iteration and does not carry over to future iterations. This limitation can lead to confusion, as users may have to search for previously uploaded evidence. With this release, we have implemented a feature that allows evidence from the previous iteration to be automatically copied to the new iteration, streamlining the process and enhancing user convenience.
• #2952 - Administration > Manage Clients > Client Contracts - We have introduced a feature that enables instance or organization administrators to create "contract templates." These templates can be defined at both the instance and organization levels. When a new client is set up and it's time to finalize the contract, Administrators can select from a list of available templates. This selection will automatically populate specific products, license durations, and other relevant details, streamlining the initial onboarding process for new clients.
• #2964 - System Configuration > Application Setting > Theme Setting - Enhancing the current theme at both the application and organization levels will aid in organizing various settings and standardizing fields across applications. This improvement will ensure consistency, particularly when making adjustments to colors and other visual elements within the application.
• #2966 - General Dashboard - Users have reported that switching between clients has become progressively slower over time. To address this issue, we have implemented a caching mechanism that loads application settings at the start of the application or the first time they are accessed. The cache will be refreshed whenever there are changes to the application settings, ensuring that users always have access to the most current data.
• #3017 - Document Control Management System > An option has been added to the DCMS Settings screen that allows clients to send published documents to a designated repository for published documents. This enhancement requires the establishment of two separate repository configurations within DCMS: one for the CRT, which retains information related to the document during its creation or modification, and another for the repository that stores published documents. If the client selects the option to publish to the external repository, any document that is published will automatically be transferred to that repository.