This release introduces three new features as well as a series of backend improvements and minor usability updates.

Regulatory and Quality Activities can now be set with defined prerequisites to support various workflows. An example would be to define a Quality Incident that could generate a CAPA. The incident and CAPA record would be related. Workspace Managers can define these activity relationships and control whether an Activity (like a CAPA) requires the user to create an Incident, Deviation, Complaint, etc. before it becomes a CAPA.

DMS Editors can now perform bulk actions in the DMS by multi-selecting documents and/or folders. Supported Bulk Actions include:

To perform a bulk action, select multiple items in the DMS by pressing the Shift or Control (Windows) / Command (MacOS) and select the desired documents or folders. A drawer will appear to guide through the action, reason for change, and specific feedback on if there are limits that can be applied to a selected item. For example, if the document is locked it cannot be moved or if a document is in a collaboration session it could not be deleted.

Tasks in a project previously included start and end dates. This release adds several important enhancements related to capturing the duration of various tasks. First, checklist items can now have durations. These can be set in each task or defined as part of the checklist configuration by a workspace manager. The sum of the checklist durations determines the overall task duration.

If the duration of a task increases down stream tasks that are dependent on the task will also get pushed out, and their start date will automatically adjust.

Project milestones now support a start date. If the start date is adjusted it will automatically adjust start dates of tasks included in the milestone.
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NOTE: End dates that are automatically calculated based on durations exclude weekends when determining dates. For example a task that starts on May 1 with a duration of 7 days would complete on May 9 to account for the two non-working days in between.

A full list of changes will be loaded into your Validation folder in Kivo. Look for the validation documentation for release 2024.Q2.2.