navvia change history - 2014-02-01€¦ · 01/02/2014 · november 17, 2013 the following changes...

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Consulting-Portal of Canada Inc, 2100 Bloor Street West, Suite 201, Toronto, Ontario, Canada

Change Notification February 1, 2014 The following changes have been implemented into Navvia effective January 4, 2014. The list includes minor enhancements and bug fixes to Navvia functions. ID Title 446 Remove &nsp; tag from Survey reports [00006618] 559 Add the "-‐-‐" on all RACI reports for items that have had the "No associated duties" box

checked 566 Copying a process does not include the new decision or gateway attributes 570 Client Logo does not appear on Navvia Essentials home page 584 Full name not displaying on cffd for a gateway [00008578] 586 Successors change together [00008591] 596 Add Attachmments & Links to NE 600 Line feed /Return not handled correctly in Task Description with IE8 [00008511] 603 Duplicate entries in Boilerplate [00030934] 605 Exception attempting to edit Workspace role 609 Export to PDF link locks some IE browsers [00030985] 612 Increase margins on Survey pages 614 Add the ability to create an empty Process 615 Multiple records are created when user accidentally double-‐Clicks on a RadButton 617 Description for a Starter Process is not copied when the process is created [00031059]

January 4, 2014 The following changes have been implemented into Navvia effective January 4, 2014. The list includes minor enhancements and bug fixes to Navvia functions. ID Title 293 Exception attempting to export CFFD [00005017] 399 New connector task list is not refreshed 536 Reorganize Navvia Design Template libraries 537 Implement a "None" option on Task Type 544 Updates to Duties not saved 545 Duplicate Task appears on Flow Diagram after adding Off-‐page connector 549 Duplicate connector image 550 Paging controls not working in IE8 [00007909] 551 Gateway Name still shows after converted to a Task 552 Creating a Successor to self results in a "funky" connector (Bezier curve actually)

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553 The Flow Diagram Expand/Collapse setting should be remembered after performing any operation 554 Make the Description field on the Role popup not mandatory 555 Unable to set Anchor points for gateways/decisions to offpage shapes and from predecessor shapes

558 Clicking on a task from the Roles tab on the Flow Diagrams page does not result in the corresponding activity being displayed

560 Overlapping connectors entering/exiting shapes should be avoided 561 Clicking on connectors between gateways does nothing 562 Provide Start and Stop shapes on Flow Diagrams 563 Exception when attempting to delete userid from System Wide User Administration page 564 Survey Manage Editors page should not include Navvia Essentials Users 567 Order of Roles in "Manage Swimlane" page does not match CFFD [00008524] 569 Redirect to Activity 1 after updating Inter-‐Process item [00008525] 572 Incorrect Notification Message field format and size

588 NEWDEVTEST testing BTL 8 -‐ BIG Error -‐ Do not show annotation lane when annotation exists -‐ ABEND [00008604]

590 Annotation indicator for start and stop images not good [00008624] 593 Should not allow more than 1 annotation per item 594 Cannot edit annotation by clicking on the blue dot

595 Exception if next Task not selected when creating a new Successor from Successor tab in task edit popup

December 21, 2013 The Template libraries within the Navvia Design module have been re-organized as follows: Current Template Library Will Be Replaced By Comments Navvia ITIL V2 Navvia previous ITIL®

release process templates Previous versions of ITIL® templates

Navvia ITIL V3 Navvia ITIL® process Templates

Current versions of ITIL® templates

----

Navvia IT and Business process templates Templates for processes not

aligned to any framework

Included in the "Navvia ITIL® process Templates" are updates that add the CobIT based controls and governance information related to each process and modifications to excessive length of some CFFD (Flow Diagram) connector labels. There is no action required on your part. The above changes do not impact any existing process

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definitions. They take effect when a new process definition is created from the templates. To view the contents of a template, browse the read-only template workspace libraries from the Design module Home Page or copy a template into a workspace that does not already contain a version of the process. Secondly, we have introduced a change that attempts to address issues that some versions of Internet Explorer browsers encounter when displaying some elements within Navvia. For example, images might not appear, menus may appear out of place, tabs and paging controls may not respond, and, text boxes may be misaligned or mis-sized. In conjunction with the changes implemented in Navvia, it may me necessary to configure "Compatibility View" settings within the Internet Explorer browser. In particular, anyone using Internet Explorer 8 or Internet Explorer 11 will likely have to configure "Compatibility View" settings to include the Navvia.net site. The following link provides more details on how to configure "Compatibility View" settings depending on which version of Internet Explorer is being used. http://windows.microsoft.com/en-CA/internet-explorer/use-compatibility-view#ie=ie-8. You can select the specific version of your browser to reveal details related to that version. The following outlines the changes implemented this past weekend. ID Title 536 Reorganize Navvia Design Template libraries 550 Paging controls not working in IE8 [00007909] December 8, 2013 On October 19, 2013 we introduced the capability to add Decision boxes and Gateways to the Flow Diagrams within the Navvia Design modules. Feedback from our customers indicated a lack of flexibility around using these new symbols. On Sunday, December 8, 2013, we introduced further changes to the way Decision Boxes and Gateway elements are added to Flow Diagrams. The upcoming changes will provide the following benefits:

• Ability to place Decision Box symbols on the diagram independent of any other element (no longer anchored to a specific Task or Gateway)

• Eliminate the constraint on the number of consecutive Decision or Gateway symbols • Choose anchor points for inbound and outbound connectors attached to Decision or Gateway

symbols • Simplified interface for creating and managing Decisions and Gateways • Transform an existing Task to a Decision or Gateway symbol • Associate a RACI value with a Decision action • Streamline the appearance of Decisions and Gateways within the Flow Diagram navigator

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In addition to the change described above, listed below are minor bug fixes that will also be implemented on December 8. ID Title 332 Bottom of Customer Insight page obstructed 521 Cannot update Evidence Definition 523 Cannot string more than 2 gateways together 524 Phantom Swim Lane -‐ Narrow, with white background and no tasks 529 Allow processes to be copied with any Status value 530 Cannot add users to Collaborate group

534 Verify Task and Evidence titles not included in Export to word when section titles changed in Export Profile [00004962]

539 Cannot re-‐activate Verify task due to Start Date edit 546 Add "Convert Assessment users to Basic Users" option to Update Selected action 547 Object reference not set to an instance of an object on line 2267 548 Slow response time creating Verify Task Definition

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November 17, 2013 The following changes have been implemented into Navvia effective November 17, 2013. The list includes minor enhancements and bug fixes to Navvia functions. ID Title 493 Adjust column widths in Navvia Essentials Live Courses page [00007526] 494 Exception attempting to collapse Domain list in Verify instance [00007534] 499 Sub-‐processes appear twice in Export to Word doc

500 Exception on P_Inputs when user clicks on Associate with Task and selects no Activity or Task

501 Exception in G_GovRoleAdmin page when user attempots to edit a role for a Basic User 502 Exception in copyWorksheets in CommonMethods 508 Cannot advance to next page on Design Notifications page 510 Unable to edit connector label [00007654] 511 Course filtering not working in Navvia Essentials [00007664] 512 Exception editing a gateway -‐ field length issue 513 Demographic fields not visible in IE8 in Test mode [00007541] 516 Exception attempting to connect tasks [00007708] 517 Adding User to workspace takes a long time or system crashes [00007705] 518 Inbound on-‐page connector is missing [00007715]

October 19, 2013 The Fall 2013 release of Navvia includes the following new features:

• The new COLLABORATE module ◦ Bring your ITSM program into the Social era with the ability to create interactive discussions and

collaboration: Unlimited access for all users User profiles including user picture and bio Create posts from any page within Navvia Organize discussions by user, group or #hashtag Support for URLs within posts Email notifications regarding posts Search all posts Administration and audit of all posts and users • Significant enhancements to the DESIGN module including: ◦ BPMN 2.0 Task Types Events Gateways Sub-‐processes Data objects

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Re-‐order swim lanes Add annotation to flows Pop-‐up RACI

There is nothing you need to do to prepare for this release, however, improvements to the Swim Lane diagram may change how some of your process flows render. We suggest you review your swim lane diagrams post release. Additionally, the following bug fixes are included in the release:

ID Title 453 Unable to set "Default Branching" when answer is added to 'End' question 456 Third-‐level menu options not displayed in Design module 462 Required Start Date is not validated in Verify Task [00006898] 474 Exception updating process role [00007286] 476 Increase maximum size of process Prefix field to 10 characters August 11, 2013 The following is an outline of changes being implemented into Navvia on Sunday, August 11, 2013. 1) Navvia Essentials Configuration Panel

• UserAdmins can choose whether Learning Center will be displayed for Navvia Essentials users • Choose whether Live and Recorded courses will be available to Navvia Essentials users • Decide which course categories will be offered to Navvia Essentials users (Awareness,

Methodology, Product) 2) New look Navvia Essentials

• Simplified appearance 3) Update multiple User records in a single operation (only Department field at this time) 4) Delete all responses for selected Survey question sets 5) Explicitly set the first due date for recurring Verify tasks 6) Minor bug fixes The following is a detailed list of changes included in this release. ID Title 395 Add capability to capture course attendance 409 Navvia Essentials Configuration Panel [00006167] 423 Filter on Add Evidence Definition pop-‐up should not be case senstive 429 Add "Style" column to Project Description page 430 Unable to move to next page on Approval States tab on States & Triggers page 432 Add the ability to set the first due date for Verify tasks 439 Cannot select Launch message using IE8 [00006504] 442 New Since Launch option not sending Survey notifications

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445 Cannot assign Verify instance role to a user 450 Update Department field value for all Selected User Records [00006636] 454 Ability to delete all responses for selected Survey question sets

June 16, 2013 The following changes have been implemented into Navvia effective June 16, 2013. The list includes minor enhancements and bug fixes to Navvia functions. ID Title 313 Column filter not cleared when navigating to another GI 331 Edit on User Admin page prevents name change 339 Cannot select Standard User in Editing User Pop-‐up 376 Spelling error in Excel Template 387 Create Raw Extract for Open Survey [00006018] 388 Erroneous **Collapse Task Definition message appears on Task Definition page 390 Value '#Error' is displayed within the "Prompt" field in Survey reports [00005987] 392 HTML tags appear in Answer Re-‐order pop-‐up [00006047] 396 Inactive users can be added to Governance Instance 398 Suppress &nbsp tag from appearing in Survey reports 402 Hyperlinks not functional in Export to Word doc [00006093] 413 Duplicate entries in Boilerplate tab [00006204] 414 Attendance Count not accurate on Learn Live Courses page 416 When CFFD orientaion is set to vertical does not align properly when exporting to PDF 418 Exception Thrown Deleting the First Activity On the FLow Diagram Page

June 2, 2013 The following changes have been implemented into Navvia effective June 2, 2013. ID Title 402 Hyperlinks not functional in Export to Word doc

May 5, 2013 The following changes have been implemented into Navvia effective May 5, 2013. The list includes minor enhancements and bug fixes to Navvia functions. ID Title 195 New reports to support eGov Regional Roles and Framework-‐to-‐Control mapping 334 Navvia Exception -‐ Survey Dashboard 347 Prevent adding NE user to Governance Instance User Admin Role

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365 Role column filter should not be case sensitive 375 Exclude HostedNotifications users from Survey "Add Participants" page 380 Fix broken links on login page

April 20, 2013 Navvia will be unavailable on Saturday, April 20, 2013 for up to 24 hours starting at 9:00AM EDT (UTC-4). Changes are being made to the Navvia environment. These changes are being made to better position Navvia for future growth and to ensure ongoing security, stability and reliability. These enhancements will specifically address:

• Intrusion detection • Enhanced Disaster Recovery • Improved "Point in Time" recovery • Performance and scalability of the infrastructure

April 6, 2013 Changes are being made to the Navvia environment. These changes are being made to better position Navvia for future growth and to ensure ongoing security, stability and reliability. These enhancements will specifically address:

• Intrusion detection • Enhanced Disaster Recovery • Improved "Point in Time" recovery • Performance and scalability of the infrastructure

In order to make these changes to our infrastructure, Navvia will be unavailable during the following periods.

• Outage 1: Saturday, April 6, 2013 between 9:00am and 7:00pm EDT (UTC-4) (10 hours) • Outage 2: Saturday, April 13, 2013 from 9:00am EDT until 9:00am Sunday April 14, 2013 (24

hours) March 25, 2013 Effective March 25, 2013, we are releasing the newest version of Navvia, which we call Navvia Essentials. Navvia Essentials is a free upgrade and is the easiest way to share and communicate your essential process documentation, which includes:

• "Swim lane" flow diagram showing process activities and tasks

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• 'RACI' chart showing roles and responsibilities for the process • 'Mind map' view of the process, showing the key elements of the process • Complete process document with full descriptions of all process elements

All of the above items are automatically updated to reflect changes made to the process from within the Design module without the need to "publish" or distribute static documents. Navvia Essentials also offers self-service access to webinar-based and recorded ITSM training courses, including ITIL Foundations. Individuals can enroll into any of the available courses as well as track the courses they are currently enrolled in as well as past courses. Access to the Navvia Essentials portal requires a specific ‘Navvia Essentials’ Userid. For Enterprise licenses of Navvia, there is no limit to how many Navvia Essentials users can be added. Below is the list of changes included in the release. The list includes minor enhancements and bug fixes to Navvia functions.

ID Title 357 Navvia Essentials release 265 Make Education Coordinator radio button a checkbox 310 Add Navvia Essentials flag to Export Profile admin 321 Basic User cannot be a Verify Editor or UserAdmin 322 Add functionality to Excel Import facility to incude Navvia Essentials flag. 323 Exception creating Inter-‐process connection [00005208] 329 Download Excel Template action is "greyed out" on User Admin page 335 Return Later for Enhanced Survey shows next question [00005419] 337 Filter should not be case sensitive on Verify Add Evidence pop-‐up [00005479] 338 Standard License count message when adding Essentials user 344 Incorrect maximum users message displayed 345 Cannot change Standard User to Basic User 346 Workspace admin: should not be able to add basic user as editor 348 Effective Date: incorrect message appearing on NE home page 349 Cannot change Page Size on NE home page 350 Live courses with dates in the past appear on live course tab 353 White space at bottom of Document page after Expanding

January 20, 2013 The following changes have been implemented into Navvia effective January 20, 2013. The list includes minor enhancements and bug fixes to Navvia functions. ID Title 282 Add 'Style' column to Project Description page (Survey) [00004943] 296 GI Wizard references CP Template

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299 Country and Province field values missing from open survey demographics 301 Expand size of the box showing My Governance Tasks on launchpad [00005069] 302 License count error when changing assessment only to basic user 304 Basic user cannot update Notes on Evidence record 305 Extraneous Task notes included in Export to Word [00005090] 306 Erroneous Collapse Message appears on Control Objectives page [00005095] 309 Cannot delete process definition [00005126] 312 Exception when TrialUser attempts to create a new empty Process

316 Verify task in Pending Remediation does not appear in My Governance Tasks for Basic user. [00005140]

318 Change reference to eGovernance in error message 319 Verify Journal notifications not correct [00005160] 320 Unable to re-‐assign governance evidence [00005161]

November 25, 2012 The following changes have been implemented into Navvia effective November 25, 2012. The list includes minor enhancements and bug fixes to Navvia functions. ID Title 165 Add "UnEnroll" action to "My Courses" tab on ITO home page 237 Data Specs marked Common not appearing in New From Common selection [00004662] 241 Cannot delete workspace permission from System Wide User Admin page [00004623] 267 Set default date range for Verify Dashboard [00004502] 268 Synchronize User Administration Departments sort order [00004513] 269 Verify module Dashboards show "phantom" framework [00004693] 272 Provide better mechanism for deleting States when transitions are present [00004851] 277 Date range change on Verify Dashboard updates the wrong chart 280 Update reference to CP when creating a new Question Set 281 Incorrect "Collapse Project" message appearing in Live Courses tab

283 Switching Survey project from Classic to Enhanced prior to launch causes exception [00004941]

284 Exception exporting CFFD to PDF file 288 Update "From" email address on Navvia Forgot Password email 289 Exceptions when adding tasks via CFFD page

November 11, 2012 The following changes have been implemented into Navvia effective November 11, 2012. The list includes minor enhancements and bug fixes to Navvia functions. ID Title 248 Exception when View (magnifying glass) selected for a report [00004700]

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253 Exceptions when switching between States & Triggers and State Diagrams [00004796] 254 Exception after adding Note to task 256 Exception when filtering Data Specifications [00004837] 258 Exception when downloading large documents [00004844] 266 Prevent Autocomplete on Change Password page [00004420]

October 28, 2012 Welcome to Navvia! Effective October 28, 2012, ITOptimizer and Consulting-Portal have been combined under a single brand – Navvia. What is changing in the product?

• Fresh "new-look" login screen • Changes to the module names

◦ eAssessment becomes Survey ◦ eProcess becomes Design ◦ eGovernance becomes Verify ◦ eEducation becomes Learn

• The Learn module contains recorded courses ◦ Recorded version of ITIL Foundations ◦ Recorded version of ITSM Overview ◦ Recorded version of "ITIL in 10 Minutes” ◦ And more to come...

What is not changing?

• Other than renaming the module names, all existing functions of ITOptimizer remain the same • No change to UserIDs, passwords and data • No change to the great service and support • No change to Consulting-Portal - we are still the same independent company

Enhancements and Bug Fixes Along with the branding change, a number of minor enhancements and bug fixes are being released with the introduction of Navvia. One notable change is occurring in the Navvia Survey (formerly ITOptimizer eAssessment) module. The email address defined in the “From” field of the “Email Message” definition (Learn->Projects & Question Sets->Email Message) will be include as the “Reply-To” parameter of the email notification. This replaces the sentence previously included at the bottom of the notification that contained the hyperlink to the email address defined in the “From” field. This will allow participants to “Reply” to the notification.

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The following outlines the enhancements and bug fixes included in the release. ID Title 76 eAssessment Notifications -‐ clear Check Box after Notification triggered [SF00003785] 86 Add Regional Roles and Framework Mapping to Egovernance V1 103 Add State Diagrams to TDD [00004316] 164 Check Workspace Role when userid changed from Standard to Basic User 166 Incorrect process list displayed when different CP Library value is selected 176 Inaccurate message when deleting a region from a role 209 New From Common -‐ States -‐ select all checkbox does not work [00004474] 217 Incorrect Approval State diagram is displayed when no States present 231 Exception when editing Start and End Message [00004610] 221 Logo does not appear on QS for Enhanced project 222 Change ITOptimizer to Navvia in User Admin Excel template 224 Unable to see bottom of lower gauges in eA and eG dashboards 227 Make "Produce TDD" a standard page rather than a menu action 228 States and Triggers problem [00004574] 229 eProcess exception when adding a role to a task [00004575] 230 Required field "Name" not enforced on Question Set page [00004578] 235 Cannot create a new empty process in Navvia 236 Add "Reply-‐to" option to eAssessment email notifications [00004359] 239 Left-‐click on Role under CFFD Roles tab [00004616] 240 Add page Help function to CFFD page [00004669] 243 Exception attempting to filter Common column [00004671] 245 Incorrect rendering of deleted activity in CFFD [00004687] 246 Remove Case Sensitivity from all filters [00004688] 247 Change label "Code" to "Category" in eEducation [00004691]

September 30, 2012 The following changes are included with ITOptimizer V2.4.1 effective September 30, 2012. The list includes minor enhancements and bug fixes to ITOptimizer functions. ID Title 145 eAssessment: Notifications to selected (checked) participants does not work 158 Exception when attempting to filter Data Specs on description column 192 Exception when exporting a CFFD that contains ampersands in any of the role names 193 Objectives print order [00004324] 194 Clear data spec values when field type changes [00004323] 196 eA Dashboard charts display error messages [00004405] 197 Remove square brackets from eG notifications from scheduler [00004381] 204 Abend Kick-‐out from ITOptimizer [00004436]

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206 Evidence Definitions menu option is not highlighted when page is displayed [00004422] 207 Do not allow dynamic text to be entered into Trigger field [00004439] 210 Selecting task from CFFD navigator displays incorrect data [00004486] 212 Tabs come up empty on the Governance Roles page

September 9, 2012 The following changes are included with ITOptimizer V2.4 effective September 9, 2012. • Design process workflow graphically directly from the CFFD (workflow) diagram ◦ Add and delete activities and tasks ◦ Add successors (connectors) between tasks ◦ Create roles ◦ Assign roles to tasks ◦ Edit task details • Add capability to define “Regional Roles” within eGovernance ◦ Associate a single role with multiple regions ◦ Assign different individuals to different regions ◦ Governance tasks are automatically generated for each region defined within the role • Bug fixes The following is a list of all changes included in this release. ID Title 83 Add Process and Approval State Diagram to Process Document 101 States appear after State Diagram in Process Doc 108 Column in Spreadsheet disappears after column is re-‐sized 113 Incorrect error message displayed on eE course page when Start Date is the same

value as End Date [00004039] 116 Open column on eE Course Listing displays incorrect values 121 First character not captured in eP spreadsheet with FF [00004124] 131 My Development Tasks tab is not appearing on the ITO home page 133 Exception when printing a CFFD with a colon (:) in the name 135 Correct error that caused exceptions when adding attachments 136 Correct intermittent delete conflict within eGovernance task definitions 137 Handle exception when participant attempts to use URL to start an eAssessment

questionnaire after they have been removed from the project. 139 Add equals filter function to eA add participant pop-‐up [00003824] 140 Remove eE column "Course is Open" from customer org views 141 Update Domain values for in-‐flight eA projects 146 eAssessment: Project expires midnight the day "before" the End Date 147 Dynamically set the forced Logout flag depending on Web Site 149 eProcess: If State Diagram updated, changes are not reflected on the other tabs 150 Suppress "Back" button on questionnaire when "Allow Review" not selected

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[00002750] 154 Update field labels and help text on eP Metrics pop-‐up [00004196] 157 Add name of governance instance to task message generated by eG scheduler 159 eG Delegation fields mis-‐labeled [00004281] 161 Exception when opening eG Delegation record 162 Erroneous "Collapse Task Definition" message appears in eG 167 Create New Trigger -‐ unexpected action [00004299] 169 Region can be blanked out and saved from existing role definition 171 Changing one region and assignee changes all regions on existing tasks 172 New print/export menu misaligned and unexpected pop-‐ups 173 Spelling error In password reset message [00004314] 177 Exception when attempting to delete governance role 178 Incorrect wording in error message 181 IM process does not show up under domain [00004322]

July 15, 2012 The following changes are included with ITOptimizer V2.3.1 effective July 15, 2012. The list includes minor enhancements and bug fixes to ITOptimizer functions.

ID Title 106 Make Duties Required field from CFFD 107 Change Start and End symbols in State diagrams 118 Add Workspace & Process to My Development Tasks on Launchpad 127 Display Courses in eE by ascending Start Date 102 Display message on State Diagram page when no states defined 110 ITO exception if Spreadsheet Name is greater than 31 characters 111 States & Triggers page is empty (intermittent) 112 After editing an item on the State Diagram, another edit popup appears 117 Empty Tab strip on States & Triggers page [00003999] 119 Cannot import a spreadsheet with embedded images 120 Changing a task's role on CFFD done incorrectly if new role already assigned to

the task (without the CFFD flag set) 128 Buttons misaligned on connector edit pop-‐up from CFFD 129 Action buttons not responding on States & Triggers page

July 1, 2012 The following changes are included with ITOptimizer V2.3 effective July 1, 2012. • Update eProcess task details directly from the CFFD (workflow) diagram ◦ Edit the Name and Description of a task on the diagram

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◦ Change the Role (swim lane) associated with the the task ◦ Edit a connector - change the label and successor task • Generate a State diagram based on details captured under eProcess Specifications ◦ Create the State diagram using details captured under States and Triggers page ◦ Modify State details directly from the diagram ◦ Export diagrams to .pdf or Visio file formats • Bug fixes The following is a list of all changes included in this release. ID Title 36 CFFD Enhancements including ability to edit tasks and connector text directly on the

diagram 35 Introduction of Process and Approval State Diagrams 24 Reset all selected rows after an Assessment notification has been completed 29 Show empty value for Feature Type rather than 1st item in bound list 60 No spell check on eA answer (Spell Check button missing) [SF00003352] 61 Highlighted menu items incorrect when launching CFFD 62 My Development Tasks hyperlink goes nowhere [SF00004043] 76 eAssessment Notifications -‐ clear Check Box after Notification triggered [SF00003785] 11 Remove Invalid Characters from Activity Name before Using as Part of Filename 12 Errors when Editing Question Set Template -‐ Style Not Set 20 Potential error when rendering CFFD 21 Add the Paste Options toolbar control to the Answer rich text ediitor (same as Question) 26 A report left opened after the user logs off and log back causes exception when the

report session time out. 28 Internal errors when creating an Activity or Tool Spec (transparent to user) 30 Specification Name column blank on My Development Tasks on ITO Home page for Tasks 32 Exception occurs if user clicks on Set Default Branching with no questions defined 34 eG incorrect "collapse" message after return from Report page [SF00003994] 43 Education Course Description in Edit mode does not render correctly 48 Page Context Title (just below menu) Wraps and Can Overlay Message Area if Long Titile 51 Question Set Description page is truncated at the top 52 Incorrect error message displayed on eE course page when Start Date is the same value

as End Date 53 eG tasks page is displayed when returning from an eA questionnaire [00004037] 55 States and triggers page is blank below tabs upon initial display 56 Exception when attempting to create a new Task in eProcess after using browser's Back

button from CFFD 57 eG sends reminder messages for completed task [SF00004029] 58 Completed By not displayed on eG execution Task [SF00004028] 59 eG Scheduler Log shows Failed status for reminders [SF00004030] 67 Spelling errors in TDD [SF00004061] 68 Incorrect message when deleting a process or workspace [SF00003260] 70 Grammer error in CFFD hover over help [SF00003323]

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71 Issue warning message if attempting to flag an assessment taker as a report viewer 72 URL still flagged as mandatory even though URL checkbox unchecked on the evidence

attachment form 73 incorrect message when deleting a QS [SF00003668] 75 CFFD Attachments restricted to .vdx file type 77 Incorrect email format -‐ create hangs and no error message [SF00003789] 87 eP State eligible for delete when transitions are present [00004075] 91 States do not appear in diagram if no transitions are defined 92 CFFD error when no activities defined 94 Exception when clicking on connector from last state to "End" symbol

June 3, 2012 The following changes are introduced to ITOptimizer V2.2 as of June 3, 2012

Export to Word

• Manage Profiles page added to second level menu under eProcess module o Provides central list of all profiles used to manage exporting of process Word documents o The list includes profiles used across all workspaces and process definitions o Note: This page is only available to UserAdmin (Organization level) role

• Corrections to formatting o Task Details: Procedures list o Task Details: Roles o Task Details: Predecessors and Successors o Controls Section

Bug Fixes

• Corrections to list re-order behavior o Task Details: Procedures o Overview: Definitions o Specifications: Triggers

May 15, 2012 The following changes are introduced with ITOptimizer V2.2 as of May 15, 2012

Export to Word

• The “Export to Word” function is now located under the “Reports & Documents” menu option (formerly found under “Utilities”)

• New formatting controls are available: o Font style and size o Margin size

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o List numbering o Section numbering

• Sections can be excluded from the Word document • Sections can be re-ordered • Custom sections are available to add content • CFFD (workflow) diagrams can be included in the Word document • Section titles can be tailored • Word documents created in seconds “while you wait” (no more waiting for background process to

complete) • Create Word document “profiles” corresponding to different types or styles of Word documents • Process prefix can be modified (eg. Task 32.1.1 can become INC 1.1)

Data and Tool Specifications

Capture more details around technical specifications for software tools used to “implement” the process • Process Inputs and Outputs captured at the task level • Enhanced States and Triggers captured for process workflow • Capture email notification events and content • Capture implementation and configuration techniques and level of effort • Create an implementation “to-do” list containing all steps required to roll out process

implementation • Upload or create spreadsheets containing additional specifications (e.g., assignment rules) • “One-click” generation of the Technical Design Document (TDD)

March 12, 2012 The following changes are available in ITOptimizer as of March 12, 2012

• The “Export to Word” document produced from eProcess now includes numbers associated with

each of the section headings. February 6, 2012 The following changes were implemented into ITOptimizer as of February 6, 2012

• CFFD Enhancement: Swim lanes are now sequenced (top to bottom) based on the order in

which roles are encountered within the activity. This should improve the overall appearance and flow of the diagrams.

January 30, 2012 The following changes were implemented into ITOptimizer as of January 30, 2012

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• A new eAssessment style - Enhanced - that does not require eAssessment participants to log in to ITOptimizer to complete assigned questionnaires. This option combines the key elements of both the Classic option and the Open Survey option. This chart compares the three types of assessments

Classic Enhanced Open Survey All participants must be defined to ITO (Userid) Y Y N

Notifications sent and managed within ITO Y Y N

Individual participant progress can be tracked Y Y N

Participants can be assigned to groups for comparative analysis Y Y N

Participants must login Y N N

Allows for anonymous surveys N N Y

Provides a URL to the survey that can be posted on any website or emailed N N Y

Supports multiple question sets Y Y N

Groups, participants, and email message(s) must be defined in ITO Y Y N

• The Open Survey option now provides the option to capture demographic information (e.g.,

Name, Job Function) once the participant has completed the questionnaire. • Fixes:

o Avoid duplicate Evidence Records when creating an new eGovernance instance from a template

o Other various bug fixes January 23, 2012 The following changes were implemented into ITOptimizer as of January 23, 2012

• A new eAssessment style - Open Survey - that generates a URL that can be placed on websites

or emailed from the client's email system (as opposed to from ITOptimizer) o Advantages include:

§ No Login required for assessment takers § Ability to publish a link to the survey outside of ITOptimizer § Demographics solicited at the end of the assessment

• All list columns can now be resized by dragging the column header's right border • The lock icon on the User Admin page only appears for users that are actually locked out

o The Unlock column is now sortable as well (to allow locked out users to be quickly identified)

• Fixes: o The order of newly added Successors on the Task Details page was not correct o Unable to scroll down to Successors if the list contained more than 4 or 5 entries o The +/- icon in the expand/collapse column was clipped on some pages

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January 12, 2012 Effective January 31, 2012, Internet Explorer V6 (IE6) is no longer supported for ITOptimizer. The decision to discontinue support for IE6 is based on the following:

• IE6 is not capable of taking advantage of the new user interface and other new features introduced with ITOptimizer V2

• We have observed that a very small number of individuals log in to ITOptimizer with an IE 6 browser.

• As we continue to enhance the functionality of ITOptimizer, we believe better value will be achieved by focusing resources on development of features and functions that exploit newer browser versions.

November 19, 2011

• The following changes will be implemented into ITOptimizer on November 19, 2011. • Addition of a Not Applicable flag for eAssessment answers that allows the answer to be captured

without affecting the score • The foundation for conducting an ISO/IEC 15504 assessment including: • A new project type • Capture of the question identifier • Mapping of domains to levels • Several associated reports • The Respondent dropdown on the Answers By Person report (eAssessment) is now sorted

alphabetically • If a user is deactivated on the User Administration page and is assigned to an eGovernance Role

and has Tasks created, a pop-up warning indicating that all Roles and Tasks assigned to this user will be disabled and you will not be able to modify them. The Roles and Tasks should be reassigned to another user before de-activating.

• The ability to add a URL as an eGovernance Evidence attachment is supported. • eGovernance Tasks will now support verification. When editing a Task, checking the Verified

checkbox will reveal a Verify Status and comments. The summary page will indicate a checkmark if the Task was successfully verified, an X if the verification failed. If you hover over the verified field the Verify Comments will be displayed.

• When an eAssessment project is launched, the notifications to Assessment Takers will be performed by a background process allowing the assessment project administrator to perform other tasks rather than waiting for the notifications to complete. Notification of users may take some time depending on the volume of users being notified. To view the progress click Refresh at the Notifications page.

• Various Bug fixes. November 5, 2011

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The following is an outline of the changes will be implemented into ITOptimizer as of November 5, 2011. • The behavior of items within a list view has been enhanced to improve navigation:

o Filter expressions, Page Size and current page are retained after an item on the page has been updated.

o Anytime an entry is edited it will remain highlighted after an update o After an entry is added it will be highlighted and it will be visible on the page

• Correct a problem with download of “Excel Template” used for batch uploading of new Userids to ITOptimizer. In some cases, users with browsers IE 7 and IE 8 were not able to download the template.

• Various fixes applied to address intermittent exceptions that caused users to be prematurely logged out of ITOptimizer.

• Suppress the display of the unique process numbers associated with eProcess templates and process definitions. Process numbers will no longer be displayed on eProcess online pages. They will continue to appear on system-generated CFFD diagrams and the Export to Word documents. The process numbers will be removed from these outputs in future upgrades to eProcess. Example:

o Currently, activities for the Incident Management V3 process template are displayed in the Workflow page with ID numbers 32.1, 32.2, etc. Task ID numbers are currently displayed as 32.2.1, 32.2.2, etc.

o Going forward, IDs for activities will be displayed in eProcess as 1.0, 2.0, 3.0 and IDs for tasks will be displayed as 2.1, 2.2, 2.3, etc.

October 1, 2011 The following changes will be implemented in ITOptimizer V2.

• Enhanced editing capability to modify “Answer” field contents formatting within eAssessment. Includes capability to change font size and apply underscore and bold attributes allowing answers to match question styles.

• Provide the capability to specify that “prompts for additional details” associated with eAssessment Question Set answers is mandatory or optional.

• Apply corrections to “New from Common” pop-up windows to prevent “Copy” and “Cancel” buttons from scrolling off the form.

• Implement “page locking” to prevent selecting a new action button or link before the existing page has completed rendering. A visual queue will be displayed while the page is locked. This change will prevent occasional exceptions that may occur when an action is selected before the page has completed rendering.

• The default value for Page Size is set to 20. This value controls the number of rows displayed on a page.

August 20, 2011 - Welcome to ITOptimizer 2.0

Version 2.0 represents a major redesign of the ITOptimizer user interface and includes

• Enhanced navigation • Improved list views • Better use of screen real estate

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• Standard controls and buttons across the modules • The introduction of the LaunchPad, for quick access to your work • Spell checking on all pages • In-context reports and help • Improved help and training page • Enhancements to the testing and launching of eAssessment projects • Enhancements to how participants are added to an assessment projects