Release Notes

What is new in TruStar Connect, newest first.

v2.291LatestJuly 28, 2026

Overlapping evidence notes in the exported report

Evidence notes attached to timeline events printed on top of each other in the PDF. They now lay out correctly.

Fixed
  • Evidence notes attached to timeline events no longer print on top of each other in the exported PDF. Each note was being given no height at all by the layout, so every note, and each note's own source line, was drawn at the same position and the text ran past the edge of the event card. Notes now print as a clean, readable list beneath the event they belong to.
  • Added a little more spacing between notes and between a note and its source line so long lists stay easy to scan.
v2.290July 28, 2026

Overlapping text in the exported report

Timeline events with several evidence notes printed on top of each other in the PDF. Long blocks now break across pages properly.

Fixed
  • Timeline events with supporting evidence notes attached no longer print as overlapping text in the exported PDF. The report was asked to keep each event whole on a single page, which is right for a short event but impossible once an event carries a dozen notes, and the text was painted over itself instead of breaking. Long events now flow onto the next page.
  • The same protection was applied to defense audit items, causal factors, corrective actions and key findings, so an unusually long entry in any of those sections breaks cleanly instead of overlapping.
v2.289July 28, 2026

Correct timeline order, and drag to rearrange

Events that share a timestamp are now ordered by where they belong in the story, so nothing from the lead up can appear after the injury, and any event can be dragged into place by hand.

Added
  • Reorder the timeline by hand. Tap Reorder above the timeline, then drag an event by its handle, or use the up and down arrows for a single step. Works with touch and with a mouse, scrolls automatically when you drag near the top or bottom of the screen, and the order you save is the order that sticks.
Fixed
  • Timeline events that share a timestamp are now ordered by where they sit in the story rather than by an arbitrary tie break. Source documents almost always record one time for the whole job, so dozens of events tie on the clock and the clock cannot separate them. Each event is now placed as lead up, incident, response or aftermath, and an event from the lead up can no longer appear after the injury.
  • Event times are now worked out before the events are put in order. Previously the times were assigned afterwards, which undid the ordering that had just been worked out and was the reason events kept landing in the wrong place.
  • An event without a readable time is no longer pushed to the bottom of the timeline. It now sits in the right part of the sequence.
v2.288July 27, 2026

Timeline order and a document read failure

Events that share a timestamp are now put in the order they actually happened, so the injury never appears before the work that led to it, and a document that returns an unexpected shape no longer fails to read.

Fixed
  • Timeline events that share a timestamp are now ordered by what actually happened first. Most sources record a single time for the whole job, so dozens of events tie on the clock, and the incident could end up listed ahead of the troubleshooting that led to it. Each event now carries its place in the sequence and whether it belongs to the lead up, the incident, the response or the aftermath, and nothing from the lead up can be placed after the incident.
  • A document whose analysis came back in an unexpected shape no longer fails with a technical error. The result is read defensively, and if a source still cannot be read the message now explains that the rest of the evidence will be used and the timeline can be rebuilt to include it.
Changed
  • Formal and position based hazard assessments are now read as background records, like training and competency records, so a standing role document produces supporting evidence notes instead of timeline events.
v2.287July 27, 2026

Cleaner investigation timelines and visible AI progress

Timelines now merge duplicate accounts of the same event into one entry, keep training records out of the sequence as supporting evidence instead, and show a real progress bar while the evidence is being read.

Improved
  • Building a timeline now removes duplicate and near-duplicate entries. When several statements describe the same occurrence in different words, they are merged into a single event that shows how many sources corroborate it.
  • Training records, competency matrices and certification histories no longer appear as timeline events. They are read for findings instead, which are attached to the relevant event as supporting evidence notes, so qualifications inform the analysis without burying the incident sequence.
  • Event times are placed far more accurately. Phrases like "the morning of 17 July", "the following day", "at the start of shift" and "immediately after the incident" are now resolved onto the right day and put in the right order, instead of collapsing onto the incident time.
  • The build-timeline step now shows a progress bar with a row for each document, so you can see which source is being read, how many are left, and when the merge starts.
  • Causal analysis, the defense audit, corrective action drafting and the report summary now show staged progress with a running clock instead of a plain spinner.
Changed
  • Every long AI step now says the same thing about timing: it can take up to several minutes depending on the size of the investigation and the number of documents. The old estimates of 20 to 40 seconds were misleading on a real investigation.
  • Investigation analysis now runs on Claude Opus 5 and document extraction on Claude Sonnet 5, which improves the quality of timeline merging, causal analysis and the defense audit.
Fixed
  • Reading a very dense document is less likely to fail part way through, because each request now reserves room for the model to reason before it answers.
  • Rebuilding a timeline refreshes the AI evidence notes attached to it without touching notes you added by hand.
v2.282July 9, 2026

Three new scheduled reports

Corrective action effectiveness, leading vs lagging indicators, and the expiry horizon, each with its own schedule and recipients.

Added
  • Corrective action effectiveness report: opened vs closed, average days to close, overdue actions by owner, and 30/60/90 effectiveness review outcomes including reviews that found recurrence or missing controls.
  • Leading vs lagging indicators report: twelve months of observations, inspections and forms, and closed actions plotted against incidents, with leading activities per incident.
  • Expiry horizon report: worker certifications, subcontractor documents, subcontractor worker training, and equipment registration and insurance expiring in the next 60 days, flagged if already expired.
  • Each report has its own send frequency, day, and recipient list on the Reports page, exactly like the safety review and observation reports, plus a Generate now button for an on-demand PDF.
v2.281July 8, 2026

Organization settings always visible

Organization settings sections no longer collapse.

Changed
  • All sections on the Organization settings page are now always visible instead of collapsed behind headers, so nothing is missed.
v2.279July 8, 2026

Review notifications for sub submissions

Your team is emailed when a sub submits items for review, at most once per sub per day.

Added
  • When a subcontractor uploads a document or training record, the person who invited them plus your owners and admins receive an email with the number of items waiting for review. A sub uploading many files sends only one email per day, so inboxes stay quiet while nothing slips through.
v2.278July 8, 2026

Subcontractor polish: weekly report, link control, history, smart expiry

A weekly compliance email for managers and up, portal link regeneration, document history, and automatic expiry reading on uploads.

Added
  • Weekly subcontractor compliance report: every Monday, owners, admins, and managers receive one email listing every active sub with document status, training status, items waiting for review, worker count, and projects.
  • Regenerate portal link: if a portal link should no longer be trusted, one click on the company page invalidates the old link and emails a fresh invite.
  • Document history: each tracked document on a company page now has a History expander showing every earlier submission with its status, expiry, and file.
  • Smart expiry: when a sub uploads a document or training certificate without typing an expiry date, the date is read from the document automatically and suggested for your review. Reviewers should still confirm it before approving.
v2.275July 8, 2026

Subcontractors on daily reports and permits

Import sub workers into daily report manpower, see compliance warnings where they matter, and authorize sub workers as permit receivers.

Added
  • Daily reports: when a project has subcontractor workers assigned, one click imports them into Manpower. Everyone is pre-selected (untick anyone not on site), grouped by company for selection, and added under their assigned trade so the manpower rollup sorts them automatically.
  • Permit receivers: on a subcontractor page, mark any of their workers as an authorized permit receiver. When issuing a permit, the receiver line now suggests authorized names and fills in their company automatically.
  • Compliance warnings: if a sub on the project is non-compliant, an amber warning appears on the daily report Manpower section and when issuing a permit for that project. It is a visual warning only; nothing is blocked.
v2.274July 8, 2026

Tracked documents editing and the audit evidence package

Manage tracked subcontractor documents in place, and hand auditors a one-click evidence package.

Added
  • COR audit evidence package: one click from the Subcontractors page compiles every active sub, their tracked documents with review sign-off, and each worker's training status against project requirements, ready to print or save as PDF for the contractor management element.
Improved
  • Tracked documents now update instantly when you add one, and each item can be renamed, have its expiry setting changed, or be deleted in place. Items with submitted history cannot be deleted (so nothing is lost); stop tracking them instead.
v2.273July 8, 2026

Subcontractor management

Track subcontractor compliance with a free portal where subs manage their own documents, trades, workers, and training.

Added
  • New Subcontractors section under Compliance: add subcontractor companies, assign them to projects, and see document and training compliance at a glance.
  • You choose which documents to collect from subs (WCB clearance, insurance, COR certificate, or anything else). If you already prequalify through ISN or Avetta, track fewer items or none; the list is entirely yours.
  • Each sub gets a free portal link by email (no account, no seat): they upload requested documents, define their own trades, add workers, and assign workers to the projects you have given them.
  • Sub workers are measured against the same required training you set per project, so the portal shows each worker exactly what their projects require and what is missing or expiring.
  • Everything a sub submits arrives as pending until your team approves or rejects it, and daily reminder emails chase subs automatically when approved documents or certificates near expiry.
v2.271July 8, 2026

Roles, permissions, and scheduling settings

Tightened who can change what, and made the fatigue warning configurable.

Changed
  • Workers can no longer change any settings. They submit forms and inspections, create observations, and complete corrective actions assigned to them. Hazards are logged through observations and equipment deficiencies through the vehicle inspection form.
  • Sites, clients, and projects can now only be created or edited by an owner or admin.
  • Each role now sees only the menus it can use. Admin and manage-only screens are hidden from roles that cannot act on them.
  • The New Worker Mentorship menu now uses the hard hat icon.
Added
  • Crew Scheduling now has a Settings option (owner, admin, or manager) to set how many consecutive days on shift trigger the fatigue warning, so it can match your company or jurisdiction.
Security
  • Viewers are now read-only everywhere, enforced on every action.
v2.270.1July 6, 2026

Mentorship mobile fixes

Fixed
  • New Worker Mentorship tabs no longer wrap or squish on phones.
  • The close button on a mentorship’s detail popup now stays visible on mobile so it can always be tapped.
v2.270.0July 6, 2026

Mentorship: scheduling, training record, and reminders

New workers in mentorship are now visible on the schedule and their training record, with automatic reminders.

Added
  • A green hard hat now appears next to anyone currently in a mentorship in the Crew Scheduling matrix, so new workers are easy to spot on shift.
  • A worker’s training record shows their mentorship status, including the graduation date once they finish.
  • Automatic email reminders to the mentor and supervisor when a mentorship is ending soon or is overdue, listing anything still outstanding.
v2.269.0July 6, 2026

New Worker Mentorship

Track short service workers from hire to graduation with signed agreements and competency evaluations.

Added
  • New Worker Mentorship module: enroll workers who are new to the company, assign a mentor and a supervisor, and track them through to graduation.
  • Auto-suggests new hires to enroll based on their hire date, and lets you enroll anyone manually.
  • Mentorship agreement that the worker and mentor both sign in the app.
  • Mentor competency evaluation with default items you can edit, reorder, and add to, like the daily report template.
  • Extend a mentorship by adding days when a worker needs more time.
  • Final graduation sign-off by a supervisor or manager, after which the worker moves to the Graduated tab.
  • Every project shows how many new workers are in mentorship, with a warning when a crew has a high share of new workers.
v2.268.0July 3, 2026

Fixes: action plans, My Tasks, and time zones

Fixed backwards typing on COR action plans, reordered My Tasks, and made dates follow your organization time zone.

Fixed
  • Typing in the "What was done" box on a COR or SECOR action plan no longer reverses the text as you type.
  • Dates on the crew scheduling calendar and the analytics dashboards now follow your organization’s time zone instead of sometimes reading a day ahead.
  • Scene photos now embed reliably in the investigation report PDF (some photos could previously appear blank).
Added
  • You can now draw on a scene photo to highlight what matters (with a choice of high-contrast colours) before writing its caption.
  • The investigation report PDF now includes an "Evidence & documents" index listing every uploaded evidence and reference document, each with a clickable link that opens the original file (sign-in required).
Changed
  • The evidence documents area on the investigation capture screen is now a compact two-button layout (take a photo or upload files).
  • The My Tasks page now shows your corrective actions at the top, then COR and SECOR actions, with training moved to the bottom of the page.
Improved
  • Investigation reports: section headings such as "Chronology of events" now always stay on the same page as the content that follows them.
  • Investigation reports: the sign-off block and the closing note are kept together, so the report no longer ends on a near-empty page.
  • Investigation timelines now refer to individuals by anonymized labels (for example IP1 for Injured Person 1) instead of real names, with a short key printed on the report.
  • The upload progress panel on the investigation capture screen is now aligned with the rest of the page.
  • Scene photo previews now show the full image without cropping and sit side by side on larger screens.
  • The Defense Audit is less likely to contradict itself (for example, rating the same control both effective and missing).
v2.267.0July 1, 2026

Dashboard reliability

Fixed the dashboard sometimes showing an offline message on first open even with a connection.

Fixed
  • Opening the dashboard after the app had been idle could briefly show a "Not available offline yet" message even when you were online; it now retries automatically and loads normally without needing a reload.
v2.266.0June 30, 2026

Landing page polish

Cleaned up the hero and made the background star logo readable in light mode.

Changed
  • The brand star behind the product showcase now switches to its dark version in light mode, so it stays visible on a light background.
Removed
  • Removed the small floating accent box beside the dashboard preview at the top of the landing page.
v2.265.0June 30, 2026

Landing page tweaks

Tidied the feature grid and softened the audit-standard wording.

Changed
  • Merged Training Matrix and Crew Readiness into one card so the platform grid fills evenly on desktop.
  • COR/SECOR readiness now references the latest audit standard rather than a specific year.
v2.264.0June 30, 2026

Landing page refresh

The public landing page now shows real product screens and covers the newest modules, with an SEO pass.

Changed
  • Replaced the scroll showcase with real, transparent product screenshots that sit cleanly on light or dark, keeping the parallax float and drop shadows.
  • Added showcase scenes and feature cards for Offline Mode, Permits to Work, Crew Scheduling, Today’s Paperwork, Daily Reports, and COR/SECOR Readiness.
  • The TruStar One Card now floats over the worker training screen with its own faster parallax for a depth effect.
  • SEO pass: expanded title keywords, richer description, structured-data feature list, and descriptive alt text on every screenshot.
v2.263.0June 30, 2026

Daily report amendment time fix

Amendment timestamps now display in the project time zone.

Fixed
  • The "Amended" time on a daily report (on screen, in the email, and in the PDF) now shows in the project time zone (falling back to the organization time zone) instead of the server time zone.
v2.262.0June 30, 2026

Daily report PDFs, amendments, and delete

Sent daily reports now carry a branded PDF, can be amended and resent with a timestamp, and can be deleted.

Added
  • Sending a daily report now attaches a branded PDF (your company logo if one is set under Organization settings, otherwise TruStar branding).
  • Download PDF on a saved report to get the same branded document without sending.
  • Amend a report after it has been sent: edits are stamped with an amendment time shown on the report and PDF, and Save & resend sends the corrected copy.
  • Delete a daily report so the day can be started over.
v2.261.0June 30, 2026

Daily Reports refinements

Faster, smarter data entry on daily reports: project-scoped crew, equipment picker, auto contractor name, and a searchable recipient field.

Improved
  • Manpower now lists people assigned to the project, with Other still available to add anyone by name. Picking a person fills in their position, which you can still edit.
  • Equipment can be picked from your equipment list or typed in by hand.
  • Contractor starts filled with your organization name and stays editable.
  • Recipients now use a searchable field to find team members instead of a long list of names.
v2.260.0June 29, 2026

Daily Reports

A new Operations module to track daily project progress and send it to management or clients, with automatic weather and a configurable template.

Added
  • Daily Reports under Operations. One report per project per day, covering contractor details, manpower, equipment, work completed, plans for tomorrow, issues, and remarks.
  • Per-person crew entry that rolls up automatically into a count and total hours per role.
  • Automatic weather pulled from the site coordinates (set under Organization settings), with manual override.
  • A report template in settings: toggle which sections each report collects and add your own custom fields for the whole organization.
  • Import yesterday to prefill a new report from the previous day, then edit from there.
  • Send the report by email to selected members and/or typed external addresses, with draft and sent states.
v2.259.0June 29, 2026

Faster rotation assignment

Picking a worker now fills in their position automatically, and choosing a site narrows the project list to that site.

Improved
  • On the crew schedule, selecting a worker auto-fills their position from their profile (still editable for one-off rotations).
  • Choosing a site filters the project list to projects on that site, and picking a project sets its site automatically.
v2.258.0June 29, 2026

Scheduling and navigation fixes on mobile

The crew schedule worker column no longer over-widens on phones, sticky cells stay under the menu in landscape, and the bottom navigation bar has defined edges.

Fixed
  • On the crew schedule, a long position, project, and site line no longer stretches the worker column, so more days stay visible on a phone.
  • In landscape, the schedule’s sticky worker column no longer overlaps the bottom navigation bar.
  • The mobile bottom navigation bar now has rounded corners and side edges when it is centered on wider screens.
v2.257.0June 29, 2026

Crew schedule fits better on mobile

The worker column is narrower on phones so more days of the schedule are visible at once.

Improved
  • On mobile, the crew schedule worker column is now narrower, so the matrix shows about twice as many days without scrolling. The desktop layout is unchanged.
v2.256.0June 29, 2026

Crew Scheduling

A new scheduling module under Operations: assign rotations, see coverage in a matrix, mark travel and vacation, send notices, and export to Excel.

Added
  • Crew Scheduling under the Operations tab. Assign a worker a rotation by days on, days off, shift, and date range, and it auto-populates every working day to the end date.
  • Day, night, and rotating shifts, with travel, vacation, leave, and off marked by colour-coded icons. Tap any day to change it or add a note.
  • A matrix view with horizontal scrolling, a day and night coverage strip, filters by position, project, and site, and search by name.
  • Tag a worker on a day to email them a notice (for example travel details). Warnings flag long runs of consecutive on-days and certifications that expire inside the schedule range.
  • Export to a branded, colour-coded Excel file that mirrors your current filter, with a coverage tally and notes as cell comments.
v2.255.0June 29, 2026

Polished mobile navigation bar

The bottom navigation bar now has a frosted-glass finish and the create button has a raised three-dimensional look.

Improved
  • The mobile bottom navigation bar now uses the same frosted-glass style as the top bar.
  • The central create button has a glossy, raised three-dimensional finish with a soft red glow.
v2.254.0June 29, 2026

Smoother card lift and consistent bars everywhere

The hover lift on cards is now smooth and fluid, and every progress bar in the app uses the same three-dimensional style.

Improved
  • Clickable cards now lift with a smooth, fluid motion and a deeper shadow so they look like they are rising off the page.
  • Upload, download, onboarding, and acknowledgement progress bars now use the same rounded, three-dimensional style as the dashboard and COR charts for a consistent look throughout.
v2.253.0June 29, 2026

More depth across charts, cards, and the top bar

The new three-dimensional look now extends to the dashboard rings and bars, the COR readiness bars, clickable cards, and a frosted top bar.

Improved
  • Dashboard donut and compliance rings now have a gradient, a soft shadow, and a smooth sweep-in animation.
  • The dashboard hazard bars and the COR readiness bars now use the same rounded, animated three-dimensional fill.
  • Clickable cards lift gently on hover, and the sticky top bar now has a frosted-glass effect.
v2.252.0June 29, 2026

A more defined, three-dimensional interface

Cards, buttons, tables, and charts now have more depth and definition in both dark and light mode.

Improved
  • Cards and panels now have clearer edges, soft shadows, and a subtle gradient so they stand out from the background. This is a noticeable fix in dark mode (edges were hard to see on some monitors) and in light mode (cards now separate from the page instead of blending in).
  • Buttons and inputs have a subtle, tactile finish, and chart bars now fill in with a smooth animation and a rounded three-dimensional look.
v2.251.0June 29, 2026

Require two-step verification organization-wide

Owners and admins can now require two-step verification for everyone, or just for elevated roles.

Added
  • A two-step verification policy on the Organization settings page: leave it optional, require it for Owners, Admins, and Managers, or require it for every member.
  • When two-step verification is required, a member in scope who has not set it up is guided through setup the next time they open the app, before they can go any further.
v2.250.0June 29, 2026

Two-step verification

Add an authenticator-app code on top of your password, with an admin reset for anyone who loses their device.

Added
  • Two-step verification (2FA) you can turn on from your profile: scan a QR code with an authenticator app (Google Authenticator, Authy, 1Password, Apple Passwords) and enter a 6-digit code at each sign-in.
  • A sign-in challenge step that asks for the code after your password when two-step verification is on.
  • You can add a second device as a backup and remove devices at any time from your profile.
  • Owners and administrators can reset two-step verification on a member from the Users page if that member loses their authenticator (there are no recovery codes, so this is the way back in).
v2.249.0June 29, 2026

Action plan dashboard, notes, and a record of what was done

The COR page now shows an action plan dashboard, and each action takes notes and a record of what was done before it is marked complete.

Added
  • The COR readiness page now shows an action plan dashboard card with live counts of open, in progress, and done actions.
  • Every action item now has a Notes field for ongoing working notes (progress, blockers, who is handling it).
  • Marking an action done now asks you to document what was done (for example, developed and approved a policy). That record is kept with the action and shows under the Completed list with the date it was finished.
v2.248.0June 29, 2026

Action plan keeps a record of completed work, and neutral wording

Regenerating the action plan now keeps your completed actions as a record, and the readiness module reads cleanly for any jurisdiction.

Improved
  • Regenerating recommended actions now keeps any action you marked done under a Completed heading, so you keep a record of what was finished. Outstanding generated actions are still cleared and rebuilt from your current gaps, and actions you added by hand are kept.
Changed
  • COR / SECOR readiness now uses jurisdiction-neutral wording throughout (evidence binder labels, the knowledge base, and the SECOR eligibility pre-check), so teams in any province can use it to benchmark and prepare for an audit.
v2.247.1June 29, 2026

Clearer wait time on the AI assessment

The AI assessment now tells you it can take a few minutes the first time while it reads scanned documents.

Improved
  • The AI assessment now sets expectations that it can take a few minutes, especially the first run while it reads scanned documents, and asks you to keep the page open until it finishes.
v2.247.0June 29, 2026

Scanned-document reading and action ownership

The AI assessment now reads scanned PDFs and photos, and COR / SECOR actions can be assigned to a team member and appear in their My Tasks.

Added
  • OCR: the AI assessment now reads scanned PDFs and photos of documents, not just typed ones, so uploaded signed policies and certificates count as evidence. Extracted text is cached so later runs are fast.
  • Assign an owner to each COR / SECOR action. Assigned actions appear in that person’s My Tasks list, with due dates and overdue flags.
v2.246.0June 29, 2026

COR / SECOR: one-step AI assessment with auto-linked evidence

The AI assessment now pulls in your records, reviews your documents, and links evidence to each requirement in a single step.

Changed
  • The AI assessment is now one step: it pulls in evidence from your other modules (auto-credit), reviews your document library, and links the documents it finds to each requirement. The separate Auto-credit button has been removed.
  • When a document is linked as evidence for a requirement, that requirement is marked In place. The Health and Safety Policy is the exception: it stays governed by the annual sign-off rule.
  • Manually linking a document to a requirement now also marks it In place.
Improved
  • The evidence binder description now refers to your audit elements rather than a specific certifying partner.
v2.245.0June 29, 2026

COR / SECOR: auditor-ready evidence binder

Link documents to each requirement and export a zip organized by audit element, ready for your auditor.

Added
  • Evidence binder export: one click produces a zip with a folder per audit element, each containing an index of its requirements with status and approval sign-off, plus the documents linked as evidence. A readiness summary and your certificate and uploaded records sit at the top.
  • Link evidence to requirements: in the assessment, attach documents from your library to each requirement. Linked documents are what the binder files under each element.
v2.244.0June 29, 2026

Document formatting, sign-off titles, and smarter COR drafting

Controlled documents now display with proper formatting, capture the signer job title, and feed sign-off dates into COR readiness.

Added
  • Controlled documents now display with proper formatting (headings, lists, bold, and italic) instead of raw symbols. Tap Edit to make changes, with a formatting toolbar, then Done to see the finished document.
  • Approval sign-off now captures the signer job title and includes it in the PDF, so an auditor can see who signed and at what level.
  • The COR / SECOR action plan has a Regenerate option that clears the generated actions and rebuilds a fresh list from your current gaps, keeping anything you added by hand.
Improved
  • Drafting a document with AI from the action plan now updates the existing document and bumps its revision when one already exists, instead of creating a duplicate.
  • Auto-credit now reads document sign-off data, so a Health and Safety Policy signed by senior management within the year credits the policy requirement automatically (and flags it when the annual re-sign is overdue).
v2.243.0June 29, 2026

COR / SECOR: auto-credit from your records

Credit readiness requirements automatically from the inspections, training, hazards, and other records you already keep in Connect.

Added
  • Auto-credit from records: one click checks your inspections, investigations, training, hazards, toolbox talks, safety meetings, orientations, and emergency records, then credits the readiness requirements they cover, with a note pointing at the evidence.
  • Auto-credited findings are badged so you can tell them apart, and a summary shows how many records were found in each area.
Improved
  • Auto-credit and the AI assessment never change a finding you set by hand, and real records take precedence over a document-title guess.
v2.242.0June 29, 2026

COR / SECOR: action plan, AI document drafting, and SECOR eligibility

Turn your gaps into a tracked action plan, draft missing documents with AI, and check SECOR eligibility.

Added
  • Action plan: generate a recommended action for every requirement scored partial or missing, each with a clear recommendation. Track actions as open, in progress, or done, set due dates, and add your own. Everyone in your organization can see the plan.
  • Draft with AI: for an action about a missing or weak policy or plan, AI drafts a starting document into the right library folder, tailored to your business, ready for you to review and approve.
  • SECOR eligibility pre-check: record headcount, required courses, assessor training, documentation window, and last ACSA course date, and the dashboard flags anything that would stop a SECOR submission.
Improved
  • Assessment notes now show as a readable block you can see in full, with an Edit button, instead of a single-line field that cut off long notes.
v2.241.0June 29, 2026

COR / SECOR: AI assessment and certificate storage

AI can now pre-fill your readiness assessment from your documents, and you can store your certificate and audit records.

Added
  • AI initial assessment: review your document library and get a proposed status and rationale for every requirement, badged so you know which findings came from AI. It never overwrites a finding you set by hand, and you can adjust everything.
  • Upload your current COR or SECOR certificate, a previous audit, or an action plan as an image or PDF, stored right alongside your program.
Improved
  • Tidied the program details section so the heading and the type selector no longer repeat the word certification.
v2.240.0June 29, 2026

SECOR readiness

COR / SECOR Readiness now scores SECOR on its own ACSA instrument, with audit-year and owner/operator settings.

Added
  • Choosing SECOR now scores your program against the ACSA small-employer instrument (its own questions and point weighting), instead of the COR element set.
  • A new audit-year setting switches the pass bar between a certification year (80% overall with 50% in every element) and a maintenance year (60% overall, no element minimum).
  • SECOR adds an owner/operator setting: it scores at 80% overall with no element minimum, and questions that do not apply to owner/operators are marked not applicable automatically.
Improved
  • The readiness dashboard and assessment now show the pass bar that matches your certification type, audit year, and org type.
v2.239.0June 29, 2026

COR / SECOR readiness

A new COR / SECOR readiness area: assess your program against the audit elements and see your readiness score.

Added
  • COR / SECOR Readiness is now live in the menu. It scores your program across the ten audit elements and shows whether you are on track against the 80% overall and 50% per-element bar.
  • A self-assessment lets owners, admins, and managers mark each requirement (in place, partial, missing, or N/A) with notes, while every member can view readiness.
  • Record your certification type, number, and expiry. The dashboard counts down to renewal and flags when you are within six months and should book your audit.
v2.238.0June 28, 2026

One Card from Training

Reach a worker's One Card straight from the Training area.

Added
  • A My Card button on the Training page opens your own One Card.
  • On the Training Matrix, expanding a worker now shows a link to that worker's One Card.
v2.237.0June 28, 2026

Printable wallet card

The One Card prints as a professional wallet-sized cut-out, and long certification names now wrap fully.

Added
  • Print now produces a wallet-sized (credit-card size) branded card to cut out and carry, with the worker photo, name, company, and the verification QR code.
Improved
  • Long certification names now wrap so the full name is readable on the card instead of being cut off.
v2.236.0June 28, 2026

TruStar One Card

A digital training card for every worker, with a QR code that verifies their current certifications.

Added
  • TruStar One Card. Every worker has a training card showing their photo, name, job title, and certifications with live expiry status (valid, expiring, or expired in red).
  • Each card carries a QR code. Anyone can scan it to verify the worker's current certifications on a public page, no sign-in needed.
  • Workers open their card from My Profile. Managers and admins open any worker's card from that person's user profile. The card can be printed.
v2.235.0June 28, 2026

Permit monitoring and live PDF

Permits now support periodic monitoring with a public QR code, and the permit PDF shows the live status, history, and monitoring log.

Added
  • Periodic monitoring on permits. Anyone signed in can log a gas re-test, fire-watch check, or other update from the permit, capturing their name, optional company, and GPS location.
  • A monitoring QR code prints on the permit PDF (and shows on the permit). Anyone on site can scan it to view the current permit and expiry and add a monitoring update without signing in. They enter their name and company, and their location is captured.
Fixed
  • The permit PDF now shows the live permit status (active, suspended, closed, or expired) instead of always reading as submitted, along with the permit number, type, issue and expiry, the permit history, and the monitoring log. It is rebuilt on every download so it always matches the current permit.
v2.234.0June 28, 2026

Permit lifecycle and home

Permits now live in their own area with status tabs and a full lifecycle: extend, suspend, resume, and close.

Added
  • Permit lifecycle: an issuer or manager can extend a permit to a new expiry, suspend and resume it, or close it. The permit shows its full history, and a permit past its validity reads as Expired.
  • The Permits screen now has Active, Suspended, and Closed tabs.
  • Permits appear in Today's Paperwork, labelled as a Permit with the permit type, and viewing a permit highlights Permits in the side menu.
Changed
  • Issued permits no longer appear in the forms submissions list. They live only in the Permits area.
v2.233.0June 28, 2026

Permit PDF signatures

Permit sign-off now appears correctly on the exported PDF, and the back button on a permit returns to Permits.

Fixed
  • The exported permit PDF now shows each signatory with their role, company, and signature, instead of a placeholder.
  • Viewing a completed permit and pressing back now returns to the Permits screen rather than the forms submissions list.
v2.232.0June 28, 2026

Permit issuing fix

Permits now issue reliably, with numbers generated inside the app, plus a couple of permit screen fixes.

Fixed
  • Permits could not be issued because of a missing database function. Permit numbers are now generated within the app, so issuing works without that dependency.
Changed
  • The Issue Permit button at the bottom of the form now matches the one at the top, and the back link on a permit returns to the Permits screen instead of Forms.
v2.231.0June 28, 2026

Permit issuing refinements

Cleaner permit issuing: a clear Issue Permit action, hazards generated from the scope of work, and a date and time expiry.

Changed
  • The button to issue a permit now reads Issue Permit, and permit hazards are generated from the Scope of Work entered above, so there is no need to describe the task twice.
  • Permit validity is now set as an expiry date and time rather than a number of hours. The date defaults to today.
Fixed
  • When a permit cannot be issued, the screen now shows the actual reason instead of a generic message.
v2.230.0June 28, 2026

Issue permits to work

Authorized issuers can now issue permits to work from the new Permits screen, with eleven permit types, type-baked numbering, and structured sign-off.

Added
  • New Permits screen under Compliance. Authorized issuers pick from eleven permit types (hot work, confined space entry, ground disturbance, working at heights, electrical and lockout, breaking containment, radiography, commissioning, vehicle entry, general and cold work, and blanket) and issue a permit.
  • Each permit reuses the AI hazard suggestions, energy wheel, location, and weather capture, plus a permit-specific section and a structured sign-off for the issuer, receiver, and an optional area authority, each with their role and company.
  • Permit numbers are baked with their type and run in sequence per year, for example HW-2026-0001 for hot work and CSE-2026-0001 for confined space entry.
  • Issuers set how long the permit is valid at issue. The permit shows its number, type, status, and validity window on its detail page, and all issued permits are listed on the Permits screen.
v2.229.0June 28, 2026

Permits: groundwork

The first piece of the new Permit to Work module. Owner and admin can now choose which members are allowed to issue permits.

Added
  • Permit issuing is now a controlled permission. On the team management screen, an owner or admin can mark which members are allowed to issue permits. Owners and admins can always issue. The permit issuing, lifecycle, and PDF features build on this and are coming next.
v2.228.0June 27, 2026

A tighter inspection PDF

Shorter sections like job details and site information now sit side by side, signatures fit three across, and the whole record is more compact.

Improved
  • Short sections are now paired into two columns in the PDF, so job details and site information sit side by side instead of stacking down the page.
  • Worker signatures now fit three across instead of two, and spacing throughout the PDF is tighter, so a typical record takes fewer pages.
v2.227.0June 27, 2026

A better FLHA PDF

The exported FLHA now shows the full energy wheel, fits more on each page, and keeps section headings with their content.

Improved
  • The FLHA PDF now draws the energy wheel exactly as it appears in the app, with a colour-coded icon for each source present on the task and a count in the centre.
  • The PDF layout is more compact, so a typical assessment takes fewer pages, and section headings now stay with their content instead of being left alone at the bottom of a page.
  • Added a little more space between the count and the "of 10" label in the centre of the energy wheel, on screen and in the PDF.
v2.226.0June 27, 2026

Editable FLHAs with a change log

A field-level hazard assessment can now be updated through the day. Every edit is saved to the same record with a full revision history of who changed what and when.

Added
  • FLHA assessments can now be edited after they are submitted, so a crew can update hazards, controls, and PPE as conditions change through the day instead of starting a new form. Open a submitted FLHA and tap Edit.
  • Every edit is recorded in a Revision History on the assessment and in its PDF, showing who made the change, when, and which fields changed. Editing is limited to the worker who submitted the assessment or a manager.
v2.225.0June 27, 2026

A clearer energy wheel

The energy wheel is bigger, has an icon for each source, reads on dark and light themes, and new hazards now appear at the top.

Improved
  • The energy wheel is now larger, with a distinct icon for each of the ten energy sources and a bold count of how many are present on the task. It is styled to read clearly on both dark and light themes.
Fixed
  • Adding a hazard by hand now places it at the top of the list instead of the bottom, so the new entry is in view right away rather than off the bottom of the screen.
v2.224.0June 27, 2026

Energy wheel on the FLHA

Classify each task hazard by its source of energy, with AI suggestions and a visual wheel.

Added
  • Hazards on a Field-Level Hazard Assessment can now be classified by their energy source from the energy wheel: gravity, motion, mechanical, electrical, pressure, temperature, chemical, biological, radiation, or sound.
  • When you generate hazards for a task, each suggestion comes pre-classified by energy source. A small energy wheel shows which energies the task involves at a glance, and you can change the classification on any hazard.
  • The energy classification carries through to the submitted record and the PDF, so the completed FLHA shows the energy sources present alongside each hazard.
v2.223.0June 27, 2026

Today's Paperwork now shows everything

The daily view now includes toolbox talks, observations, and incident reports alongside forms.

Added
  • Today's Paperwork now pulls in toolbox talks, observations, and incident reports, not just forms, so the whole day's field record is in one place.
  • A type filter lets you narrow to Forms, Toolbox, Observations, or Incidents. Each entry is tagged by type and links straight to its record.
v2.222.0June 27, 2026

Today's Paperwork

A new tab that shows every form your crews submitted today, with the last 7 days, and it works offline.

Added
  • New Today's Paperwork tab under Safety. See every form and inspection submitted today at a glance, with the previous seven days one tap away.
  • Managers and oversight see the whole crew, with a project filter and search; workers see their own submissions. Each day shows a count, fails are flagged, and every entry links to the full record.
  • The whole view is cached for offline use, so you can pull up a crew’s paperwork for the day even with no signal.
v2.221.0June 27, 2026

Toolbox Talks: assign one talk to several facilitators

For projects with more than one work group, assign the same talk to multiple facilitators at once.

Added
  • When assigning a talk, you can now select multiple facilitators instead of just one. Pick a project and the list shows that project’s crew to choose from.
  • Each facilitator gets their own copy in the Assigned to me tab and their own email, and captures the attendance for their own work group, just like a single assignment.
v2.220.1June 27, 2026

Fix: release notes and What is new could fail to load

Corrected an issue that could make some pages show an unexpected error.

Fixed
  • Fixed an error that could make the Release Notes page, and the What is new panel, fail to load on some devices. No data was affected.
v2.220.0June 27, 2026

Toolbox Talks: deliver and sign offline

Run a talk with no signal. Attendance and signatures save on the device and upload when you reconnect.

Added
  • You can now deliver a toolbox talk while offline. Pick attendance and capture signatures in the field with no connection, and the talk is saved on the device.
  • Saved talks upload automatically when you are back online, with no duplicates if a delivery is retried. The connection bar shows how many are waiting to upload.
  • Works for both a fresh talk and an assigned talk you were sent to deliver.
Changed
  • Photos still need a connection. Deliver offline, then add photos later by editing the talk once you are back online. Editing a delivered talk also needs a connection.
v2.219.0June 27, 2026

Toolbox Talks: project crew fix and edit timestamps

Picking a project now loads its crew, and people added after submission are time-stamped.

Fixed
  • Selecting a project on the deliver screen now correctly loads the crew assigned to that project. Previously it could show no one even when people were assigned.
Added
  • When you edit a delivered talk and add someone late, that person is time-stamped as added after the original submission. The record and the PDF show when they were added and when they signed, while everyone from the original delivery keeps their original times.
v2.218.0June 27, 2026

Toolbox Talks: edit a delivered talk, with a 24-hour window

Reopen a submitted talk to add late signers, then it locks automatically for a trustworthy record.

Added
  • Open a delivered talk from the History tab and tap Edit to add an attendee who signed late, capture more signatures, or correct a detail. The original delivery time, GPS, and weather are kept.
  • A talk locks automatically 24 hours after it is submitted. Locked talks show a clear note and can no longer be changed, keeping your COR history trustworthy.
  • A "Toolbox talks to deliver" card now appears on your Dashboard when you have talks assigned to you.
v2.217.0June 27, 2026

Toolbox Talks: GPS, weather, and project-based attendance

Talks now record the location and weather on site, and attendance loads straight from the project crew.

Added
  • Delivering a talk now captures the GPS location and the weather on site, the same as a Field-Level Hazard Assessment. Both are saved to the record and printed on the PDF.
  • The weather on site is shown at the top of the talking points so the crew can factor conditions into the discussion.
Changed
  • Attendance now loads the crew assigned to the project you pick, instead of the whole company. The list stays hidden until you choose a project, and you can always add subcontractors or visitors by hand.
v2.216.0June 27, 2026

Toolbox Talks: on-site signatures

Capture each worker’s signature when you deliver a talk, stamped onto the COR record and PDF.

Added
  • Capture digital signatures when delivering a toolbox talk. Pass the device around and each worker signs to confirm attendance. Signatures appear on the talk record and the branded PDF.
  • Visitors and subcontractors can sign too, not just your own crew.
Changed
  • Choosing a project on the deliver screen now preselects that project’s crew as the attendance list, so you start from the right people and just adjust.
v2.215.0June 27, 2026

My Tasks: assigned talks and a Completed tab

Toolbox talks assigned to you now appear in My Tasks, and finished items move to their own Completed tab.

Added
  • Toolbox talks assigned to you now show in My Tasks under "Toolbox talks to deliver", with the delivery date and an overdue flag, so your to-do list is complete in one place.
  • My Tasks now has a "To do" and a "Completed" tab. The default To do tab shows only what needs action; finished work moves to Completed.
Changed
  • Corrective actions you have submitted or that have been verified now live in the Completed tab instead of cluttering your active list, making the default view clearer.
v2.214.0June 27, 2026

Toolbox Talks: assign to a facilitator

Assign talks for someone else to deliver, and find delivered talks in your Documents.

Added
  • Assign a toolbox talk to a facilitator to deliver. From a library topic, tap Assign, pick the project to see its crew listed by role, choose who will run the talk, and set a delivery date.
  • New "Assigned to me" tab on the Toolbox Talks page shows the talks you have been asked to deliver, with the delivery date and an overdue flag, so nothing slips.
  • The facilitator gets an email when a talk is assigned to them.
Changed
  • Every delivered toolbox talk now appears automatically in the Documents area under Meeting Minutes, alongside your safety meeting records, so all your COR evidence sits in one place.
Removed
  • The old Toolbox Talk form has been retired from Inspections & Forms and from the recommended forms set, now that talks have their own dedicated area under Safety. Any past records you already submitted are kept and still show in Meeting Minutes.
Fixed
  • When a page fails to load while you are online, it now shows a clear "Couldn’t load, try again" message instead of the misleading "not available offline yet" screen.
v2.213.0June 27, 2026

Toolbox Talks: in-depth talks, AI, and branded PDFs

A deeper talk library, AI-generated talks, photos on delivered talks, and a branded PDF export.

Added
  • Generate a toolbox talk with AI: type a topic and get a full, in-depth talk written for your business and jurisdiction, with hazards, controls, discussion questions, and takeaways. Review and edit it before saving.
  • Attach photos to a delivered talk. They are saved on the record and included in the PDF.
  • Download a branded PDF of any delivered talk, with your company logo, the talk content, attendance, and photos, matching your other reports.
  • The starter library is now a set of in-depth talks, each written to fill a real 5 to 10 minute crew discussion, with an estimated length and a short summary.
Fixed
  • The "Deliver a talk" shortcut in the sidebar now opens the deliver form reliably, even when you are already on the Toolbox Talks page.
v2.212.0June 27, 2026

Toolbox Talks

A new Toolbox Talks module: a reusable library of talks, in-field delivery with attendance, and a dated history for COR.

Added
  • New Toolbox Talks area under Safety. Build a reusable library of talk topics, or load a set of common Canadian starter topics in one tap.
  • Deliver a talk in the field: pick a topic, set the date and project, and record who attended, including subcontractors and visitors by name.
  • Every delivered talk is kept as a dated, signed-off record with its attendance and notes, ready for a COR audit. The library and history work offline.
v2.211.0June 27, 2026

Safety program dashboard

A new safety program overview on the dashboard, clearer investigation steps, and direct links into hazard registers.

Added
  • The dashboard now opens with a Safety Program overview for roles that manage safety: key metrics for inspections, observations, incidents, open corrective actions, and training compliance, with an incident trend, an incident breakdown, a training compliance gauge, and your top hazards by risk. Each card links straight to its area.
Improved
  • The clickable steps at the top of an investigation are now clearly defined as buttons, with a red highlight for the current step and the one you point at. They no longer change size or shift the page, and the effect works on touch screens.
  • Hazard register links in the Hazard Assessments folder now open the exact register and scroll straight to it.
v2.210.0June 27, 2026

Polish and fixes

A round of usability fixes across the dashboard, investigations, effectiveness reviews, and hazard assessments.

Added
  • Edit details is now available from the header of every investigation step, not just the capture page.
  • The live Hazard Assessments folder now lists the hazard registers on file, with a link straight into each register.
Improved
  • The dashboard now shows the risk level on each recent incident, matching the all-incidents view.
  • When you assign a person, their email now appears beside their name so people with the same name are easy to tell apart.
  • The investigation step bar makes it clearer that you can tap any step to revisit it.
Fixed
  • The calendar icon in date fields is now visible in dark mode.
  • Effectiveness reviews now show only the next review due for each corrective action, so the later checks stay hidden until the earlier one is completed.
v2.209.0June 24, 2026

Offline mode

TruStar Connect now works without a connection across the core field workflow.

Added
  • Offline access across the core of the app: the Dashboard, your Tasks list, the Forms list, Start a Form, filling and submitting individual forms, the Observations list, logging a new observation, the Investigations list, Corrective Actions, Effectiveness Reviews, the Hazard Register, the Training Matrix, the Equipment register, and saved documents all open and work with no connection.
  • Record a new investigation offline: capture the incident details and a scene photo with no signal. It saves on the device, confirms it is stored, and uploads automatically once you reconnect, after which you can continue to step 2.
  • Close out a corrective action offline: attach a proof photo and submit it for verification with no signal. It saves on the device and submits automatically once you reconnect.
  • Complete an effectiveness review offline: record the outcome and the check answers with no signal. It saves on the device and submits automatically once you reconnect.
  • Work captured offline, including forms, inspections, observations, and now first-stage investigations with photos, is saved on the device and uploads automatically once a connection returns.
  • The app is installable to the home screen and shows a clear banner when you are offline.
Improved
  • Forms preload automatically from any page, so crews have them ready before heading into poor-service areas.
  • Offline pages and saved data refresh themselves after each app update, with no need to clear the browser cache.
  • Faster, more reliable offline sync and app updates, more graceful handling when a page is not yet saved, and broader mobile support including iOS Chrome.
Fixed
  • The profile photo on the dashboard no longer shows a broken image when its saved link has expired; it falls back to your initials.
v2.175.0June 23, 2026

Clearer side menu

Quicker access to New Observation and Offline Files on desktop, with tidier menu highlighting.

Added
  • The desktop side menu now has a New Observation link under Observations, matching the one on mobile.
  • Offline Files now appears as a link under Documents in the desktop side menu.
Fixed
  • The side menu now highlights only the page you are on. The parent item above it shows in red text without the filled background, so there is less competing colour.
v2.171.0June 22, 2026

More reliable subscription billing updates

Subscription and billing updates from our payment provider are now processed reliably.

Fixed
  • Subscription and billing updates from our payment provider (new invoices, renewals, plan changes, and cancellations) are now received and applied reliably, so your plan status stays accurate without delay.
v2.164.0June 22, 2026

Loader and footer fixes

The route loader no longer sticks on in-page links, and the desktop footer sits flush at the bottom.

Fixed
  • The page-loading animation no longer appears or gets stuck when clicking in-page section links such as the landing page "Start free trial" anchors. It now shows only for real page navigations and clears immediately on in-page jumps and back/forward.
  • Removed the excess empty space and extra scrolling below the footer on desktop. The footer now sits flush at the bottom of the page across the app and admin screens.
v2.163.0June 22, 2026

Invite and password-reset links hardened too

Invitations and password resets now use the same scanner-proof link.

Fixed
  • Invitation and password-reset links now route through the same scanner-proof confirmation page as signup, and land the recipient on the set-password screen once confirmed. This closes the same "invalid or expired" failure for invited trial users and password resets that previously only affected new signups.
v2.162.0June 22, 2026

Confirmation links that survive email scanners

Email confirmation now waits for a real click before activating.

Fixed
  • Confirmation emails sometimes failed with "link is invalid or has expired" on the first click because security scanners and email preview tools were silently opening the one-time link before the recipient could. The confirmation link now lands on a page with a Confirm button and only verifies when that button is pressed, so automated scanners no longer consume the link.
v2.161.0June 22, 2026

Reliable email verification links

Confirmation links now work on any device, with clearer errors.

Fixed
  • Email verification links now work even when opened on a different device or browser than the one used to sign up. Confirmation uses a device-independent token flow instead of one tied to the original browser session.
  • Failed or expired confirmation links now show a clear, friendly message on the sign-in screen instead of a generic error.
v2.160.0June 21, 2026

Loading animation and social share image

A branded page-loading animation, plus a new link preview image.

Added
  • A branded loading animation when moving between pages: on slower navigations, the TruStar mark draws itself over a dimmed, blurred screen so it is clear the next page is on its way. It respects reduced-motion settings and works on desktop and mobile.
Changed
  • Refreshed the social share (Open Graph) image used when a TruStar Connect link is posted to messaging apps and social media.
v2.159.0June 21, 2026

Refreshed product showcase on the marketing site

New floating device mockups on the landing page.

Changed
  • Updated the scroll-driven product showcase on the public landing page with new 3D device mockups that float with a soft drop shadow and drift gently as you scroll.
v2.158.0June 19, 2026

Billing guide and Knowledge Base cleanup

A new Billing section in the Knowledge Base, plus text fixes.

Added
  • A Billing and Subscription section in the Knowledge Base covering plans, the free trial, paying, changing plans, cancelling, taxes, and read-only mode.
Fixed
  • Corrected a couple of Knowledge Base articles that were showing stray characters in place of an apostrophe.
v2.157.0June 19, 2026

Subscription status and read-only mode

Clearer cancellation dates, and a proper read-only mode when a subscription lapses.

Added
  • When a subscription is set to cancel, the Billing page now shows the cancellation date instead of a renewal date.
  • When an organization has no active subscription (canceled, or an expired free trial), the workspace becomes read-only. Viewing stays available, but new submissions, edits, invites, and report generation pause until you subscribe.
Improved
  • A clearer banner explains read-only mode and how to restore full access.
v2.156.0June 19, 2026

Privacy Policy in the footer

Faster access to our policies.

Improved
  • Added a Privacy Policy link in the footer next to Terms of Service.
  • Adjusted the desktop Help button so it no longer overlaps the footer links.
v2.155.0June 19, 2026

Privacy Policy

A published privacy policy for TruStar Connect.

Added
  • Added a Privacy Policy page, linked in the site footer alongside the Terms of Service.
v2.137.0 to 2.154.0June 19, 2026

Behind-the-scenes improvements

Internal platform tooling and maintenance.

Improved
  • A series of behind-the-scenes platform improvements and maintenance. No changes to your workspace.
v2.136.0June 17, 2026

Branding and website polish

A new TruStar app icon, plus a cleaner public website on mobile.

Added
  • A TruStar star app icon for your browser tab, home screen, and installed app.
Improved
  • Tidied the public website on smaller screens, including the page footer and the investigation method section, and refreshed the platform overview with the newest modules.
v2.135.0June 17, 2026

Mobile fixes for Documents

Document folder buttons now wrap neatly on phones, and the AI SDS search box is no longer hidden behind the keyboard.

Fixed
  • The action buttons at the top of a document folder now wrap onto multiple rows on small screens instead of running off the edge, so Upload is always reachable.
  • The AI SDS search window is now centered so the search box stays visible above the on-screen keyboard, and no longer triggers password or contact autofill suggestions.
v2.134.0June 17, 2026

AI SDS search

Find Safety Data Sheets by chemical or product name and import the PDF straight into your SDS folder.

Added
  • AI SDS search in the Safety Data Sheets folder: search a chemical or product, review candidate sheets with their manufacturer and revision date, and import the PDF into your library in one step.
  • Imported sheets are filed in the SDS folder with the manufacturer, revision, and source recorded, so they stay searchable.
v2.133.0June 17, 2026

A Safety Data Sheets folder and a tidier Compliance menu

A default SDS folder for your Safety Data Sheets, and the Compliance menu is simpler.

Added
  • A default Safety Data Sheets (SDS) folder in the COR starter folders, for storing every product SDS your organization uses. Upload your own SDS files into it like any other document folder.
Removed
  • The Certifications and Audits coming-soon items were removed from the Compliance menu. Certification and training tracking lives in Training and the training matrix.
v2.132.0June 17, 2026

Crew readiness

A project-scoped view of who is cleared to work today, beside the training matrix, with a dashboard alert.

Added
  • Crew Readiness: for each project, see who is ready, expiring, or not ready against that project’s role and project training requirements, with the gating courses listed.
  • A Crew readiness link beside the Matrix under Training, and a button on the training page.
  • A Crew readiness tile on the dashboard for owners, admins, managers, and supervisors when someone is not cleared for their current project.
v2.131.0June 17, 2026

Project training on My Profile and tidier collapsing

Your project-specific required training now shows on My Profile, the training section there collapses, and organization settings opens with its first section expanded.

Added
  • Project-Specific Required Training now appears on your My Profile page, alongside your role requirements.
Improved
  • The training section on My Profile is now collapsible and starts collapsed for a cleaner page.
  • Organization settings now opens with the first section expanded so the page is not empty at a glance.
v2.130.0June 17, 2026

Training gap chasing, a My Tasks training area, and role vs project on the matrix

Missing or expiring required training now becomes a task with one combined email, the My Tasks page separates training from corrective actions, and the matrix shows whether each requirement comes from a role or a project.

Added
  • Training gap chasing: when a required ticket is missing or expiring within 30 days, it becomes a training task automatically.
  • One combined email per worker that lists every missing or expiring required course at once, sent to the worker and their supervisor.
  • New workers get a short grace period to upload their required tickets before tasks are raised.
  • A dedicated Training to complete area on the My Tasks page, separate from your corrective actions.
  • The training matrix and its Excel export now mark whether each requirement comes from the worker’s role or from a project.
Improved
  • Matrix is now a quick link directly under Training in the sidebar.
v2.129.0June 17, 2026

Project-specific training and a tidier settings page

Define the training a project or site requires, see it on the matrix and your training page, and open organization settings one section at a time.

Added
  • Project-Specific Training: set the courses a project or site requires, layered on top of each worker’s role requirements.
  • A Project-Specific Required Training section on your training page that reflects your current project assignment.
  • Project requirements now appear in the training matrix alongside role requirements.
Improved
  • Organization settings sections now collapse, so you can open just the area you want to work on.
v2.128.0June 16, 2026

Terms of Service, a hazard risk guide, and a cleaner users page

A Terms of Service page and footer on every page, a risk matrix guide on the hazard register, and a tidier users list.

Added
  • A Terms of Service page, linked from the footer on every page and from the trial sign-up.
  • A Risk Matrix Guide button on the hazard register that opens the same severity and likelihood reference used in incident investigations.
  • A small footer on every page with the current copyright and a link to the Terms of Service.
Improved
  • The Users page now shows active members by default, with deactivated users moved into their own tab.
v2.127.0June 16, 2026

Polished confirmation pop-ups

Confirmation dialogs now fade in over a dimmed background with a consistent, subtle entrance.

Improved
  • Confirmation pop-ups, such as deleting an asset or removing a maintenance record, now appear over a dimmed background with a smooth entrance animation, for a consistent feel across the app.
v2.126.0June 16, 2026

Form submit at the bottom, tidier mobile layout, and a scrolling fix

A Submit button at the end of every inspection, a cleaner asset header on phones, a styled delete confirmation, and no more empty scrolling.

Added
  • Inspection forms now have a Submit button at the bottom as well as the top, so you no longer have to scroll back up to finish.
Improved
  • The Maintenance and Repairs heading on the asset page is no longer cramped on phones, with the open count shown as a chip and a full-width Add Record button.
  • Deleting an asset now opens a clear, styled confirmation rather than a plain browser prompt.
Fixed
  • Removed the extra empty scrolling space that appeared below the content on phones and tablets across the app.
v2.125.0June 16, 2026

Do Not Operate warning for vehicles without current paperwork

Inspectors are stopped when a vehicle has no current registration or insurance, and renewal dates now sit beside their documents.

Added
  • When a vehicle being inspected has no current registration or insurance, missing or past its renewal date, the inspector is shown a prominent Do Not Operate warning to stop and report it to their supervisor. The inspection can still be submitted to record the issue.
Improved
  • In the asset editor, each registration and insurance renewal date now sits next to its document, making it clearer what is on file and when it expires.
v2.124.0June 16, 2026

Vehicle documents and a cleaner mobile layout

Keep registration and insurance with each vehicle, and a redesigned register and asset view on phones.

Added
  • Vehicle assets can keep a photo of their registration and insurance documents, taken with the camera or uploaded, opened any time from the asset page.
Improved
  • The equipment register and asset details have a redesigned mobile layout, with the asset list shown as clear cards instead of a wide table.
  • The asset photo and document pickers now offer separate Take Photo and Upload buttons.
v2.123.0June 16, 2026

Recurring service and a maintenance metric

Services reschedule themselves, deficiencies link to their inspection, and managers see open work on the dashboard.

Added
  • Completing a service lets you enter the current odometer or hour reading, which schedules the next service automatically from the asset’s interval, so preventive maintenance keeps recurring on its own.
  • You can now attach or take a photo when you log a maintenance record by hand, with separate Take Photo and Upload Photo buttons.
  • Deficiencies in the maintenance queue and on an asset link straight to the inspection that raised them.
  • Managers and up now see an open maintenance count on the dashboard so equipment work does not go unnoticed.
Changed
  • Managers can now add and edit equipment assets. Viewers and workers can view the full asset register but cannot make changes.
v2.122.0June 16, 2026

Maintenance queue

A single cross-asset queue for every open repair, deficiency, service, and renewal.

Added
  • A new Maintenance section under Operations gathers every open repair, deficiency, service-due, and renewal across all assets into one queue, filterable by status, type, and assignee, and searchable by item or asset.
  • Items can be completed straight from the queue, with the same closure note and photo, and overdue items are highlighted.
Changed
  • The complete window now has separate Take Photo and Upload Photo buttons.
  • The Fleet placeholder has been removed; vehicles are managed in Equipment & Assets and their work appears in Maintenance.
v2.121.0June 16, 2026

Closure records on maintenance

Added
  • Marking a maintenance item complete now opens a window to record what was done and attach or take a photo, kept on the record as proof of closure (for example a completed service).
v2.120.0June 16, 2026

Inspections that fill themselves in from the asset

Vehicle and equipment inspections pull details from the selected asset and flag service automatically.

Added
  • On the Light-Duty Vehicle and Mobile Equipment inspections, choosing the asset auto-fills its unit number, type, fuel type, and next service due as read-only details, so they cannot be entered wrong.
  • When the reading entered on an inspection reaches the asset’s next service due, or its service date has arrived, the inspector sees a notice to let their supervisor know, and a Service Due action is routed to the equipment manager.
  • Form fields can be set to auto-fill from the selected asset in the builder, and the AI builder understands these fields too.
Changed
  • The next service due on inspections now comes from the asset rather than being typed in each time, so it stays accurate.
v2.119.0June 16, 2026

Fuel type, service scheduling, and renewal reminders

Track fuel type and per-vehicle service schedules, with automatic reminders for renewals and service.

Added
  • Assets can record a fuel type: gasoline, diesel, propane, electric, or other (with a free-text option for things like bio-diesel).
  • Vehicle assets can carry a service interval (for example every 6000 kilometres or every 4 months) and the next service due, both by reading and by date.
  • Registration and insurance renewals are flagged 30 days out, and service is flagged when its reading is reached or its date arrives. The equipment manager gets a routed action and an email.
  • The register highlights any asset with an upcoming renewal or service so it is easy to spot at a glance.
v2.118.0June 16, 2026

Vehicles built into Equipment & Assets

Manage vehicles alongside the rest of your equipment, with plate, registration, and insurance tracking.

Added
  • A Vehicles category is now built in from the start, so vehicles live in the same Equipment & Assets register as the rest of your equipment.
  • Selecting a vehicle type when adding an asset reveals vehicle fields for license plate, registration renewal, and insurance renewal, shown on the asset and editable any time.
  • You can mark any equipment type as a vehicle type, or add new vehicle categories, from the Manage panel.
v2.117.0June 16, 2026

Default equipment manager on assets

Improved
  • Adding an asset now pre-fills your default equipment manager, which you can change per asset to make someone else responsible.
  • The equipment matrix now shows the default equipment manager for any asset that has not been given its own, so responsibility is always clear.
v2.116.0June 16, 2026

Fixes

Fixed
  • Adding an asset with a large photo could fail with an error. Photos are now resized in your browser before upload, so they save quickly and reliably, and any save problem now shows a clear message instead of an error screen.
v2.115.0June 16, 2026

Automatic service-due flagging

Inspections now keep the asset meter current and flag servicing when it is due.

Added
  • When an inspection records a meter or odometer reading that has reached the next service due reading, a Service Due action is raised against that asset and routed to the equipment manager, who is emailed. It will not pile up duplicates while one is still open.
  • Inspections with a meter reading now update the linked asset meter automatically, so the register stays current.
  • Number fields can be marked as a meter reading or a next service due reading in the form builder. The Light-Duty Vehicle and Mobile Equipment inspections are set up this way out of the box.
Improved
  • The AI form builder can now mark meter and service due fields when it designs a vehicle or equipment inspection.
v2.114.0June 16, 2026

Recommended forms ready on day one

COR-ready forms are now present automatically, plus a new equipment inspection and a duplicate option.

Added
  • The recommended COR forms are now created automatically the first time you open a new workspace, so they are there waiting with nothing to generate. The New Form menu still recreates any you delete.
  • New "Mobile Equipment Inspection" recommended form for forklifts, loaders, excavators, and similar units, with an equipment selector and a full pass or fail checklist.
  • The Light-Duty Vehicle Inspection now includes an equipment selector, so a failed item flags a deficiency on the chosen unit.
  • New copy button on any form duplicates it exactly with " - copy" in the title, so you can quickly build forms that share a layout.
Improved
  • The AI form builder now understands the equipment selector and can add it when you describe a vehicle or equipment inspection.
v2.113.0June 15, 2026

Inspections flag equipment deficiencies

Link an inspection to the asset it was done on and auto-raise deficiencies.

Added
  • Inspection forms now have an Equipment field, so the person filling one in can pick the asset being inspected, filtered by type.
  • When an inspection item is marked Fail on an asset, a deficiency is raised automatically against that asset and routed to its equipment manager, who is notified by email.
  • Each asset now lists the inspections performed against it, alongside its repair and maintenance history.
v2.112.0June 15, 2026

Equipment & Assets

Track your equipment, assets, and preventive maintenance in one place.

Added
  • New Equipment & Assets register: add vehicles, machines, and tools with a photo, unit number, type, make, model, year, serial, meter reading, site, and project.
  • Define your own equipment types, like vehicles, generators, or excavators, the same way you set up sites and projects.
  • A filterable, searchable equipment matrix with one-tap export to a spreadsheet for audits.
  • Log repairs, preventive maintenance, inspections, and deficiencies against each asset, with status, due date, cost, and an assigned owner.
  • Name an equipment manager so issues without an owner route to the right person for action.
v2.111.0June 15, 2026

Billing improvements

Fixed
  • Plan and seat changes now take effect only after payment is confirmed.
v2.110.0June 15, 2026

Schedule the observation report

Added
  • The observation report can now be sent automatically on a schedule, with the same options as the safety review: turn on automatic sending, choose a frequency and the exact day, and set the recipient email addresses.
v2.109.0June 15, 2026

Updated help guides

Improved
  • The in-app help for Reports now covers choosing the exact day a safety review is sent and generating the observation report.
v2.108.0June 15, 2026

Improvements and fixes

Improved
  • Plan and subscription changes now apply immediately, with no need to refresh the page.
v2.107.0June 15, 2026

Observation report

Added
  • A new on-demand Observation Report on the Reports page. It produces a branded PDF for any period, with summaries by type, status, severity, action taken, site, and project, followed by the full detail of every observation. Each observation is kept together so it is never split across a page break.
v2.106.0June 15, 2026

Choose the exact day for scheduled safety reviews

Added
  • You can now choose the exact day a scheduled safety review is sent. Monthly and quarterly reviews can target a specific day of the month, including the last day, and weekly or bi-weekly reviews can target a day of the week.
Improved
  • Stability, performance, and reliability improvements across the app.
v2.99.9June 13, 2026

Set or reset your password

Added
  • A "Forgot or never set your password" link on the sign in screen. It emails a secure link that opens the welcome screen where you choose a new password. This is also how to get in if an invite link expired or was already used, since the account already exists.
Improved
  • The welcome screen now completes sign in from any link style, whether the session arrives in the URL hash (invites) or as a code (password resets), and also recognizes an existing session.
v2.99.8June 13, 2026

Trial invite now lands on a set password screen

Fixed
  • Accepting a trial invite now opens a welcome screen to set your password and finish creating your account, instead of bouncing to the login screen with a confirmation error. Invite links carry the session in the URL fragment, which the old server callback could not read, so invites now route to a client page that completes sign in and sets the password.
  • If an invite link still lands on the login screen, it now forwards automatically to that welcome screen so the account can still be completed.
v2.99.4June 13, 2026

A more dynamic showcase and cleaner backgrounds

Changed
  • The product showcase now sets each screenshot beside its own caption in alternating rows. The phones float up the page with a parallax effect as you scroll, and each row eases in as it comes into view.
  • Showcase screenshots are noticeably larger on desktop.
  • The hero background now uses a subtle dot grid and a small floating accent instead of the logo, for a cleaner look at the top of the page.
Removed
  • The repeated star logo watermark from the AI, method, and trial sections. The logo now appears only behind the showcase, so it no longer feels repetitive. The red gradient glows and floating accents remain.
v2.99.3June 13, 2026

Real screenshots, mobile-friendly showcase, and a sharper method

Changed
  • The product showcase now uses real screenshots of the app inside a phone. On desktop the phone stays in view while the captions scroll through five screens; on mobile each screen reveals in turn, sized to fit the screen.
  • The TruStar Method highlights now make the case against older root cause tools: no certification course to buy, included rather than a separate licence, and an AI bias audit on every analysis.
  • Subtle section backgrounds now use the TruStar star logo instead of a generic star.
Added
  • A note on the method that TruStar Connect also supports SCAT, ICAM, HFACS, 5 Whys, and Bowtie, with no proprietary lock-in.
Fixed
  • The landing page no longer leaves a large blank space below the footer on iPad. The showcase no longer relies on fixed viewport-height sections, which also fixes how it fit the screen on mobile.
v2.99.2June 12, 2026

Scroll showcase and a deeper story

Added
  • A scroll-driven product showcase on the landing page. As you scroll, a phone running the app scales and tilts while its screen moves through the dashboard, an AI investigation, AI document drafting, and the training matrix, with the headline changing alongside.
  • A deeper TruStar Method section with the five Stars and what makes the framework different, drawn from the Knowledge Base, plus a link to the full article.
  • A side by side comparison that shows why TruStar Connect goes well beyond a typical forms app, without calling anyone out by name.
Improved
  • The AI section now makes the role of AI clear: it assists the person doing the work and completes tasks in a fraction of the time, while you verify, edit, and approve everything before it is final.
v2.99.1June 12, 2026

Landing page polish and footer fix

Fixed
  • The Knowledge Base and Release Notes pages no longer leave a large blank space below the footer. The footer now sits at the bottom of the page on short content.
Improved
  • More motion and graphics across the landing page: every section now reveals on scroll, the Method pillars animate in sequence, and brand star motifs and glow accents run through the AI and trial sections.
  • The industry tags in the trust strip are now separated with brand accents.
v2.99June 12, 2026

Public resources, SEO, and a richer landing page

Added
  • Release Notes and the Knowledge Base are now public pages. Anyone can read them without logging in, and search engines can index them.
  • A sitemap and robots file so the public pages get discovered and indexed.
  • The landing page now has motion and graphics: an animated hero, scroll reveals, hover lift on cards, a brand star motif, and a glow accent.
Fixed
  • The Redeem a trial code link now opens the redemption page even if you have signed in before, instead of bouncing to the login screen.
Changed
  • The footer contact email is now info@trustarsafety.com.
v2.98June 12, 2026

New landing page and instant free trial

Added
  • A redesigned public landing page that promotes the full platform: investigation and AI root cause, inspections and forms, documents and AI policies, hazards, training, corrective actions, and the COR and SECOR roadmap.
  • Start a 14-day free trial straight from the landing page. Enter your name, work email, organization, and optional phone, and your workspace is created on submit with an email to set your password. No credit card needed.
v2.97June 12, 2026

Training matrix access and profile cleanup

Fixed
  • The Training Matrix now opens for everyone. Viewers and Workers were being bounced back to the Training page when they tapped Matrix.
Changed
  • The Sign out button has moved from the Organization page to My Profile.
  • Viewers no longer see certificate upload buttons on the Training page, since they have read-only access.
Removed
  • The Users shortcut on the Organization page has been removed. Use the Users link in the main menu.
v2.96June 11, 2026

Access tuning, cleaner reviews, and upvoting help

Changed
  • Viewers and Workers can now open the Users page to see the team roster, roles, and reporting lines. Editing users, pending invitations, and personal contact details stay limited to Owners and Admins.
  • The Training Matrix is now viewable by everyone, so any team member can see required training coverage.
  • Effectiveness Reviews now show only the next review due for each corrective action. The 60 day stays hidden until the 30 day is done, and the 90 day until the 60 day is done, for a cleaner list.
Added
  • A short "How upvoting works" info box on the Feature Requests board explains voting and the Top and This Month sorts.
Security
  • Viewers can no longer submit forms. Workers and above still can.
v2.95June 10, 2026

Policies folder, folder menu, and header fix

Added
  • New "Policies" starter folder in Documents with an AI assistant tuned for company safety policies. It suggests the standard COR policy set and drafts full policies, including a Drug and Alcohol policy aligned with the Canadian Model for Providing a Safe Workplace, plus Violence and Harassment, Working Alone, Incident Investigation, Disciplinary, Return to Work, and more, written to your jurisdiction and ready to edit and sign.
Changed
  • The "Add COR starter folders" action moved into a dropdown on the New folder button in Documents, so the toolbar is cleaner. Click the chevron beside New folder to find it.
Fixed
  • The contextual Help button no longer overlaps page buttons on iPad and other narrower large screens. It now sits in the bottom-right corner clear of the page header.
v2.94June 10, 2026

Cleaner mobile layouts

Improved
  • Hazard Register: the register header no longer crams its actions into tiny unlabeled icons on mobile. The Export, Import, Build with AI, and New buttons now show their labels and wrap onto their own row, and the register name is no longer cut off.
  • Form Submissions: each submission now gives its title and date the full width instead of competing with the badges, so the date no longer wraps awkwardly. The score, fail, and status badges sit on their own row beneath, and tap targets are a little larger.
v2.93June 10, 2026

Linked folders match forms by inferred category

Fixed
  • Linked Documents folders (Hazard Assessments, Inspections, Meetings, Toolbox, Emergency Response) now surface a form submission even when the form's COR category was left blank, by inferring the category from the form type and name. An FLHA, for example, now appears in the Hazard Assessments folder without having to set its category by hand.
v2.92June 10, 2026

Fix Emergency Response folder creation

Fixed
  • Adding or recreating the Emergency Response folder failed because the emergency link kind was not yet allowed in the database. It is now permitted, so the starter folders action recreates and links the folder. Folder creation also no longer fails the whole batch if a single folder is rejected.
v2.91June 10, 2026

Drill records route to Emergency Response folder

Changed
  • Emergency Drill Record submissions now surface in the Emergency Response folder in Documents. The folder is linked automatically the next time the starter folders are added from Documents.
v2.90June 10, 2026

Emergency Drill Record form

Added
  • New "Emergency Drill Record" recommended form. Pick the drill type and facilitator, check off the crew members who participated, and run a pass or fail evaluation of standard drill items (alarm, evacuation routes, accounting for personnel, roll call, muster point, equipment, roles, communication, timing, and all-clear). A comments box captures the mock scenario and lessons learned, with an optional photo and a required facilitator signature.
v2.89June 10, 2026

Eyewash Station Inspection form

Added
  • New "Monthly Eyewash Station Inspection" recommended form. Pick the station type, run a pass or fail check grounded in ANSI Z358.1 points (accessibility, activation, clear flushing fluid, flow, nozzle covers, self-contained fluid expiry, condition, and inspection tag), take a photo of the unit, note any issues, and sign off as the inspector.
v2.88June 10, 2026

First Aid Kit Inspection form

Added
  • New "Monthly First Aid Kit Inspection" recommended form. Pick the kit type from a CSA Z1220 dropdown (Type 1 Personal, Type 2 Basic, Type 3 Intermediate, with small, medium, and large sizes) to match the project jurisdiction and hazard level, then run a pass or fail check of the kit contents and condition. An optional AED section lets you inspect a defibrillator on the same checklist, marked N/A when there is none. Includes an issues note, an optional photo, and a required inspector signature.
v2.87June 10, 2026

Fire extinguisher inspection and uncropped photos

Added
  • New "Monthly Fire Extinguisher Inspection" recommended form. Add each extinguisher with its location and a pass or fail result, note the reason on a failure, and attach a photo of the extinguisher in place. Use Add Another to keep adding extinguishers, and sign off as the inspector at the end.
Fixed
  • Photos now display in their original aspect ratio everywhere they appear, while filling a form, on the submission view, and in the PDF. They are still sized down to fit, but are no longer cropped, so the full image is always visible.
v2.86June 10, 2026

Fall Protection / Harness Inspection form

Added
  • New "Fall Protection / Harness Inspection" recommended form. Record serial numbers for the harness, retractable, lanyard, and other gear, then run a pass or fail check of the harness (webbing, stitching, D-rings, buckles, impact indicator, labels) and the retractable or lanyard (housing, retraction and braking, lifeline, shock pack, hooks). Failed items raise corrective actions, and there is a result selector to mark gear in service or removed from service.
  • Includes a comments box, an optional photos field, and an inspector signature, with the usual auto date, time, and location stamp and weather on site.
v2.85June 10, 2026

Trim orientation form

Changed
  • Removed the Company / Employer field from the New Worker Orientation form, since the company already comes through with the selected project.
v2.84June 10, 2026

Orientation links to worker training records

Changed
  • The New Worker Orientation form now lets you pick the worker from the project crew instead of typing a name. Their job title (from their assigned position) fills in automatically.
Added
  • When a signed orientation is submitted, a completed "Project-Specific Orientation" record is added to that worker's training profile, noting which project it was for. The record is not duplicated if the same worker and project is submitted again.
  • Single-select worker pickers now show the chosen person's job title.
v2.83June 10, 2026

Fix orientation form generation

Fixed
  • Generating the recommended forms failed when only the New Worker and Site Orientation Checklist was missing, because the orientation category was not yet allowed in the database. The category is now permitted, and generation no longer fails the whole batch if a single form is rejected.
v2.82June 10, 2026

New Worker and Site Orientation Checklist

Added
  • New "New Worker and Site Orientation Checklist" recommended form. It confirms a worker received company orientation (policy, worker rights, reporting, WHMIS, fitness for duty) and site-specific orientation (site hazards, ERP, muster points, evacuation, first aid, permits, SDS, spill response), records the tickets verified, and is signed by both the worker and the person who delivered the orientation.
  • Follows the same format as the other defaults: auto date, time, and location stamp with weather on site, and an optional photos field for tickets or certifications.
v2.81June 10, 2026

General Worksite Inspection form

Added
  • New "General Worksite Inspection" recommended form. It is a pass or fail walk-through covering housekeeping and access, PPE, fire and emergency, electrical and equipment, WHMIS and environment, working at heights, mobile equipment, and documentation, grounded in CCOHS inspection guidance. Failed items raise corrective actions automatically.
  • It auto date, time, and location stamps with weather on site, allows optional photos, and is signed by the inspector and, where there is one, the supervisor. A worker with no supervisor can submit with their own signature alone.
v2.80June 10, 2026

Recommended Forms folder and refreshed default forms

Changed
  • Recommended forms are now created inside a "Recommended Forms" folder. The folder is created if it is missing, and any newly generated forms are placed in it.
  • Refreshed the Safety Meeting and Toolbox Talk defaults: removed the date, location, and duplicate project fields. Each submission is now auto date, time, and location stamped with weather on site, like the FLHA. Pick the facilitator or presenter and the attendees from the project crew, with an optional box for visitors or client attendees. The Toolbox Talk also gained an optional permit number.
Added
  • The FLHA now has optional fields for permit number, muster point, and emergency number or radio channel, an additional comments box, and an optional work area photo (take or upload).
v2.79June 10, 2026

Vehicle inspection form, cleaner PDF, tidier forms page

Added
  • New "Light-Duty Vehicle Inspection" recommended form. It captures vehicle type, unit number, fuel type, odometer, and next service distance, a full pass or fail checklist of inspection items, photos of the front, rear, and both sides (camera or upload), defect notes, and a driver signature. Like the FLHA, it is automatically date, time, and location stamped with weather on site.
  • Added "FR Coveralls" to the PPE list on the recommended FLHA.
Fixed
  • The submission PDF was cramped and overlapping on longer assessments. Sections and long hazard lists now flow and break across pages cleanly, each hazard and signature stays together, and the summary box no longer overlaps the content below it.
Changed
  • Moved "Recommended Forms" into the New Form menu as an AI option, to keep the forms page header clean.
v2.78June 10, 2026

Reliable hazard generation and friendlier dialogs

Fixed
  • The Task Hazard Selector could get stuck on "loading" if the generation took too long or the connection dropped. It now always finishes with either results or a clear message, and the time allowed for generation has been extended.
Improved
  • A styled notice now appears while hazards generate, letting the crew know it can take up to a minute for a complex scope of work.
  • Deleting a form or a folder now uses a clean in-app confirmation instead of the browser's default pop-up.
v2.77June 10, 2026

Per-worker sign-off on the FLHA

Added
  • New "Worker Sign-off" field. It shows a signature box for each worker selected in a Workers field on the form, so everyone on the task signs before the assessment is submitted. Extra signers who are not in the system can be added on site.
  • The recommended FLHA now uses per-worker sign-off in place of the single signature line.
Fixed
  • The recommended FLHA asked for the project twice. The duplicate Project field is removed, since the project is already chosen at the top of every form.
v2.76June 10, 2026

Leaner FLHA, weather on site, and recommended forms

Changed
  • Streamlined the recommended FLHA. The separate Task Description and Controls fields are gone because the Task Hazard Selector already captures the task and recommends controls. The Date and Location fields are gone too: each submission is automatically date and time stamped, and the project is already chosen at the top.
Added
  • Weather on site. When a form is submitted with location captured, the current conditions and the day's forecast (temperature, wind, and chance of precipitation) are recorded on the submission and shown on screen and in the PDF.
  • PPE and other multi-select questions can now include an "Other" option that reveals a text box, so crews can add an item that is not on the list. Turn it on per field in the form builder.
  • A "Recommended Forms" button on the Inspections and Forms page creates the recommended COR forms (Safety Meeting, Toolbox Talk, FLHA). It recreates any that were deleted, with the current recommended fields, and leaves your existing forms untouched.
v2.75June 10, 2026

Fix form editor crash on older templates

Fixed
  • Editing a form that still used the previous "Hazards From Register" field could crash with a client-side error. That field now migrates automatically to the new Task Hazard Selector wherever a form is opened, filled, or viewed, so no manual swap is needed.
  • Hardened the form builder so an unrecognized field type can no longer crash the editor.
v2.74June 10, 2026

Task-aware hazard selector for field assessments

Changed
  • Replaced the "Hazards From Register" field with a "Task Hazard Selector". The old field pulled every hazard for the project, which was too long for a Field-Level Hazard Assessment. The new field is task focused.
Added
  • On an FLHA, a worker describes the task and generates a concise list of likely hazards, each with suggested controls, in a single tap. The list is meant to be short and specific to the job at hand, not a full register.
  • Every suggested hazard and control is editable. Workers keep the ones that apply, edit the wording, check off which controls are in place, and add their own hazards.
  • Any hazard can be flagged to suggest for the Hazard Register. Managers reviewing the submission can promote those into the register in one tap, exactly as before.
v2.73June 10, 2026

Field assessments connect to the Hazard Register

Added
  • New "Hazards From Register" field for forms. On a Field-Level Hazard Assessment, workers can pull the active hazards for their project (plus org-wide hazards) straight from the Hazard Register, tick the ones that apply, and confirm each control is in place.
  • Workers can add a hazard that is not in the register and flag it to be added later, so nothing identified on site gets lost.
  • When reviewing a submission, managers see a "Hazards Flagged For The Register" panel and can add each flagged hazard, with its controls, to the Hazard Register in one tap.
Improved
  • Submission views and PDFs now show selected hazards with each control marked in place or not, plus any hazards added on site.
  • The default FLHA template now uses the register-connected hazards field in place of the free-text Hazards and Controls boxes.
v2.72June 10, 2026

No hazards lost on import

Fixed
  • A very dense batch of rows could still exceed the assistant output limit and be dropped, so a few hazards went missing from an otherwise successful import. A batch that hits the limit is now split in half and retried, down to single rows, so every readable hazard comes through.
v2.71June 10, 2026

Import handles dense assessments

Fixed
  • Importing a detailed assessment could still fail when rows held long hazard and control lists, because each batch generated more than the assistant could return at once. Batches are now smaller, the per-batch limit is higher, and each source row maps to one hazard by default, so dense documents import successfully.
Added
  • Import now shows a notice while the document is analyzed, letting you know it can take a few minutes for a large assessment and to keep the tab open.
v2.70June 10, 2026

Reliable import for large assessments

Fixed
  • Importing a large hazard assessment from Excel could fail because the whole document was read in one pass and exceeded the assistant output limit. The spreadsheet is now read in smaller batches and the results merged, so large registers import reliably.
Improved
  • Import now skips instruction, title, risk-matrix, and sign-off sheets so it focuses on the actual hazard rows, and a single unreadable batch no longer fails the whole import.
v2.69June 10, 2026

Import hazards from an existing assessment

Added
  • Each register section now has an Import button. Upload an existing hazard assessment as an Excel file or PDF and the assistant scans it for activities, hazards, controls, and risk rankings, then maps them into the app format.
  • Where the source document has no initial or residual rating, the assistant assigns a sensible one using its judgment, which you can edit.
  • Imported hazards are shown in the usual confirmation window for review. Any hazard already in that register is marked and skipped, so duplicates are not created.
v2.68June 10, 2026

Export the Hazard Register to Excel

Added
  • Each register section now has an Export button that downloads a branded, landscape Excel workbook in the traditional hazard assessment format: activity, hazard, description, initial and residual risk (colored by band), controls by hierarchy, owner, review date, and linked documents.
v2.67June 10, 2026

Fix Build with AI on larger registers

Fixed
  • Build with AI could fail to return any hazards on an org-wide register because the longer hazard list ran past the assistant output limit. The limit has been raised so full registers generate reliably.
v2.66June 10, 2026

Hazard Register polish

Added
  • You can now delete a hazard directly from the register list, with a confirmation prompt before anything is removed.
Fixed
  • Control cards no longer squish the description into a narrow column on phones. The control type sits on its own line above the full-width text.
  • The bottom navigation bar now stays locked to the bottom of the screen on mobile instead of drifting up while scrolling.
v2.65June 10, 2026

Hazard Register, reorganized

Added
  • The Hazard Register is now organized into collapsible sections: an org-wide register and one for each project, each with its own Build with AI and New hazard buttons.
  • Building a project register asks for that project scope of work and drafts hazards from the scope combined with your business profile.
  • AI now fills in a description and a residual risk rating for each hazard, sets you as the owner, and sets a review date one year out. You can edit all of it.
  • A review reminder now appears on your Tasks page when a hazard you own is within 30 days of its review date.
  • You can now edit a control inline, and link more than one document to a control.
Improved
  • A collapsible info box explains that AI suggestions are guidance to be verified and edited by a person.
  • The document linking controls on a hazard now stack cleanly on mobile and no longer cause sideways scrolling.
v2.64June 10, 2026

Fix release notes page

Fixed
  • The release notes page could fail to load because of an unrecognized change label. Labels now include an Improved category and the page renders correctly.
v2.63June 9, 2026

AI for the Hazard Register

Added
  • Build with AI on the Hazard Register. It suggests a full list of hazards for your business, each with an initial risk rating and a set of controls, which you review and add to an org-wide or project register.
  • Suggest controls drafts controls for any single hazard by the hierarchy of controls, ready to review and add.
  • Controls now link to documents. Auto-link connects a hazard’s controls to your existing safe work practices and procedures, and each control has a picker to link any document by hand.
  • When a control has no document, Create with AI drafts a safe work practice in your Documents, links it to the control, and opens it for review.
v2.62June 9, 2026

Hazard Register

Added
  • A new Hazard Register under Safety. Build an org-wide register for company-wide hazards and project-specific registers for individual jobs, switching between them with one selector.
  • Assess each hazard on the same 5x5 risk matrix used in investigations, with both an initial risk and a residual risk after controls, color coded from Low to Extreme.
  • Record the controls for each hazard ordered by the hierarchy of controls: elimination, substitution, engineering, administrative, then PPE. Owners, admins, and managers can manage the register.
v2.61June 9, 2026

Knowledge Base refresh and clearer Create menu

Changed
  • The mobile Create menu now says New Form Submission instead of New Inspection, since not every form is an inspection.
Improved
  • Updated the in-app Knowledge Base. The Documents guide now covers folders and COR starter folders, linked folders that show live records, authoring in the app, drafting with AI, status and revisions, the branded PDF, and digital sign-off.
  • Refreshed the Organization guide to cover the new business profile and jurisdictions, and the Forms guide to cover setting a template COR category.
v2.60June 9, 2026

Cleaner document list on every screen

Improved
  • The document list now lays out properly on phones and desktop. On a phone the action buttons sit on their own row beneath the title instead of crowding it, so long titles are easy to read.
Added
  • Documents in the list now show their status, including an Approved pill, along with the revision number and the date that revision was made.
v2.59June 9, 2026

Lock sign-off on empty documents

Fixed
  • A brand new, empty document showed an active approval form. Sign-off is now locked, greyed out, and labelled with a clear message whenever the document has no saved content to approve, in addition to the unsaved-changes case.
v2.58June 9, 2026

Save before you sign

Fixed
  • A document could be signed and approved before its latest edits were saved, which approved the stored version and discarded unsaved content, including text drafted with AI. The Sign and approve and Assign controls are now locked until the document is saved, then unlock automatically.
Added
  • A short, collapsible explanation in the sign-off panel describing why a document has to be saved before it can be approved.
v2.57June 9, 2026

Document sign-off with digital signatures

Added
  • Approval sign-off for documents. A document must now be signed off by its creator, or by a selected manager, admin, or owner, before it can be approved. Sign with a real digital signature drawn right in the app, and it appears on the document and on the PDF.
  • Assign a document to a manager, admin, or owner for approval. It shows up in their Tasks under "Documents to sign" so they know it is waiting on them.
Changed
  • Approved status is now reached by signing the document, not by setting it directly. Editing an approved document still creates a new revision and requires a fresh signature.
Fixed
  • A folder document count now decreases correctly after you delete a document.
v2.56June 9, 2026

Draft your safety documents with AI

Added
  • Business profile in Organization settings: describe what your business does and the industries you work in, and set your country and (for Canada) the provinces and territories you operate in. The document assistant uses this to draft relevant, jurisdiction-specific content.
  • Write with AI in the document editor. In the Health and Safety Policy folder it drafts your single overarching policy, complete with a senior manager signature block and a note that it must be re-signed annually to stay COR compliant. In Safe Work Practice, Safe Job Procedure, and Code of Practice folders it asks what you want to write and suggests topics based on your business.
  • AI drafts are tailored to the OHS legislation of the jurisdictions you set, and are fully editable so you can use them as a starting point.
v2.55June 9, 2026

Write controlled documents in the app

Added
  • You can now author documents directly in a Documents folder. New document opens an editor with a title, status, and a simple writing area that supports headings and bullets, so you can write your policies, safe work practices, and procedures in the app.
  • Every document has a status (draft, in review, approved, archived) and is revision tracked. Editing an approved document automatically saves the previous version to its history, bumps the revision, and returns it to draft for re-approval.
  • Download any authored document as a branded PDF, with your organization logo, document number, revision, and status.
v2.54June 9, 2026

Delete submissions

Added
  • Managers can now delete a submission from the Submissions page, with a confirmation step. Deleted submissions are also removed from any linked Documents folder.
v2.53June 9, 2026

Clearer wording for forms

Changed
  • Renamed the New Inspection button on the Inspections and Forms page to New Submission, and the Start an inspection heading to Submit a Form, since not every form is an inspection.
v2.52June 9, 2026

COR category selector in the form builder

Added
  • The form builder now has a COR category selector, so you can set whether a form is an inspection, hazard assessment, safety meeting, toolbox talk, or other category. Submissions then file automatically into the matching Documents folder.
  • Scanned forms and AI generated forms now arrive with a suggested COR category already filled in, based on the form type, so you just confirm it.
v2.51June 9, 2026

More linked folders and default COR forms

Added
  • The Inspections, Meeting Minutes, and Hazard Assessments folders now show live form submissions: inspections, safety meetings and toolbox talks, and field-level hazard assessments, each linking to the full submission with a one click PDF.
  • Add COR starter folders now also creates three ready to use forms: Safety Meeting Minutes, Toolbox Talk, and Field-Level Hazard Assessment (FLHA). Every time one is submitted it appears automatically in the matching folder.
Changed
  • Your existing form templates are automatically sorted into the right folder by name and type, so inspections and hazard assessments you already use show up without any setup.
v2.50June 9, 2026

Expandable training rows and a fixed investigation link

Added
  • In the Training and Orientation folder, click a worker to expand their record and see every required course with its status: valid, expiring, expired, or missing, each with its expiry date, plus any additional certifications they hold.
Fixed
  • Opening an investigation from the Incident Reports folder now lands on the investigation correctly instead of showing a not found error.
v2.49June 9, 2026

Linked folders: live records in Documents

Added
  • Documents folders can now show live records from other parts of the app instead of stored files. The Incident Reports folder shows your investigations, and the Training and Orientation folder shows your training matrix, each always current with nothing to file by hand.
  • Linked folders are marked Live records in the folder list, and each record links straight to the full entry, with a one click PDF for investigations.
Changed
  • Add COR starter folders now also upgrades your existing Incident Reports and Training and Orientation folders to linked, so you can turn this on without recreating anything.
v2.48June 9, 2026

Controlled documents and COR starter folders

Added
  • One click to add a set of COR-aligned starter folders to Documents: Health and Safety Policy, Roles and Responsibilities, Safe Work Practices, Safe Job Procedures, Codes of Practice, Hazard Assessments, and more. You can still add your own folders alongside them.
  • Documents now carry an organization document number, a revision, and a status, shown right on each document, so your safety program is properly revision tracked.
v2.47June 9, 2026

Cleaner Needs Your Attention

Changed
  • The Needs Your Attention grid now hides any tile with nothing in it, so you only see what actually needs action. The grid resizes to fit so there are no empty or orphaned tiles.
  • When nothing needs your attention, the dashboard shows a friendly all caught up message instead of a row of zeros.
v2.46June 9, 2026

Smarter Knowledge Base and a setup checklist

Added
  • Ask the Knowledge Base: type a question in plain language and get a concise answer with links to the guides it came from.
  • A setup checklist on the dashboard for owners and admins that mirrors the Start Here path and checks steps off as your organization completes them.
  • A Was this helpful control at the bottom of every article. Telling us a guide was not helpful sends your note to Support and Requests so we can improve it.
  • Learn more links from empty screens, including the training matrix, forms, and observations, that open the matching guide.
v2.45June 9, 2026

Knowledge Base: methods, mobile nav, and contextual help

Added
  • A contextual help icon in every page header. It links straight to the knowledge base article for the page you are on.
  • In depth knowledge base coverage of all six investigation methods: TruStar Method, SCAT, ICAM, HFACS, 5 Whys, and Bowtie, plus a dedicated article explaining the TruStar Method and its five Stars.
Changed
  • The knowledge base section navigation on mobile is now a clean sliding dropdown instead of a horizontal scroll.
  • The What is the TruStar Method link in the new investigation screen now opens the knowledge base article.
v2.44June 9, 2026

Knowledge Base

Added
  • A full Knowledge Base under Support, with step by step guides for every part of TruStar Connect, from first time setup to running investigations.
  • Search across all articles, browse by topic, and follow the Start Here path that walks an owner through setup in the recommended order.
  • Each article shows who it is for and how long it takes to read, links straight to the relevant page in the app, and includes visual mockups of key screens.
v2.43June 8, 2026

Fix: form QR codes generate correctly

Fixed
  • Form QR codes and posters now contain the correct link. They were previously pointing to an invalid address, which caused the "This link is not active" message when scanned.
v2.42June 8, 2026

Fix: form QR codes open for everyone

Fixed
  • Scanning a form QR code now opens the form for everyone, including people who are not signed in, instead of redirecting to the login screen. Guests once again see the option to log in or continue by entering their name.
v2.41June 8, 2026

QR codes for inspections

Added
  • Each form now has its own QR code and printable poster, like the safety observation posters. Open a form’s QR page from the QR button on the Inspections & Forms list to view the code, copy the link, or download the poster.
  • Workers can scan the poster to complete the inspection on their phone. If they are signed in, it submits on their account.
  • If they are not signed in, they can either log in or continue as a guest by entering their name, with an optional company field, so subcontractors who are not in your system can still complete your inspections. Guest submissions are recorded with that name and company.
v2.40June 8, 2026

Export the training matrix to Excel

Added
  • An Export Excel button on the training matrix produces a styled, landscape spreadsheet of every worker’s training, one column per course, with the same colour coding as the app: valid, expiring within 30 days, expired, and required-but-missing.
  • The spreadsheet has filter controls on every column, including a Project column, so you can narrow to a single project right inside Excel. Workers on more than one project appear once per project. Expired, expiring, and missing counts per worker are included for quick sorting.
v2.39June 8, 2026

Time zones, submission filters, consistent branding

Added
  • A default time zone in Organization settings, used to stamp submitted forms and reports.
  • A per-project time zone override in project settings, for companies working across time zone boundaries. Projects inherit the organization default unless you set one.
  • Search and filters on the Submissions page: find forms by text, form type, project, submitter, and date range.
Changed
  • Submitted form timestamps now display in the project’s time zone and show the zone (for example MDT), on the Submissions list, the detail view, and the PDF.
  • The safety review report PDF now uses your organization logo with the same clean TruStar Connect wordmark fallback as the other exports.
v2.38June 8, 2026

Consistent report branding

Fixed
  • The investigation report PDF now uses your organization logo from Settings, falling back to the same clean black TruStar Connect wordmark as the form exports, instead of placing the logo on a dark block.
v2.37June 8, 2026

Cleaner PDF header

Fixed
  • The PDF export now uses your organization logo set in Settings, and falls back to a clean black TruStar Connect wordmark when none is set, instead of showing the logo on a dark block.
  • Gave the form title and type more room at the top of the PDF so they no longer overlap.
v2.36June 8, 2026

Download a form as PDF

Added
  • A Download PDF button on every completed submission produces a clean, branded copy you can save or print, including answers, photos, signature, location, and compliance score.
Fixed
  • Form names on the Inspections & Forms list now use the full width on phones instead of being squeezed beside the action buttons.
  • On a submission, the status badge no longer crowds a long title on mobile; it now sits above the title.
v2.35June 8, 2026

Mobile header fixes

Fixed
  • On phones, New Inspection is now a full-width button with Submissions and New form sharing a tidy 50/50 row beneath it.
  • The New form menu no longer opens off the side of the screen on mobile; it now stays fully within view.
v2.34June 8, 2026

Tidier header

Changed
  • Streamlined the Inspections & Forms header to three controls: New Inspection, Submissions, and a New form menu that now also holds New folder, so the buttons sit on one clean row instead of wrapping awkwardly.
v2.33June 8, 2026

Start an inspection

Added
  • New Inspection now opens a picker so you can choose which saved form to fill in, then reveals it for completion. Submitting files it under the project and form type as before.
  • A New Inspection button on the Inspections & Forms page, available to everyone, not just managers.
Fixed
  • The Inspections & Forms header no longer crowds the title and buttons together on narrow phone screens; the buttons now wrap cleanly.
v2.32June 8, 2026

Inspections & Forms

Changed
  • The Forms section is now called Inspections & Forms, since forms already cover Pass / Fail inspections with scoring, photos, and sign-off.
  • The mobile Create menu now offers New Inspection in place of the old placeholder and New Form.
Removed
  • The separate, unbuilt Inspections placeholder, now folded into Inspections & Forms.
v2.31June 8, 2026

Fill in and submit forms

Crews can now complete forms on site.

Added
  • Anyone on the team can open a form and fill it in from the Forms list. Selecting a project is required, and it is pre-filled when the form is tagged to one.
  • Capture photos and signatures, and the submission records GPS location, date, and time automatically, like safety observations.
  • Required fields are checked before submitting, and Pass / Fail items produce a compliance score and a failed-item count.
  • A Submissions area files every completed form under its project and form type, with a full read-only view of the answers, photos, signature, location, and score.
v2.30June 8, 2026

Builder layout fix

Fixed
  • The "Tag to a project" dropdown in the form builder now sits below its label and spans the full width, so it no longer looks cramped on desktop or mobile.
v2.29June 8, 2026

Project-aware forms

Added
  • Tag a form to a specific project, so it is pre-selected and its worker pickers are scoped to that crew. Leave it untagged for general-purpose forms.
  • A Project / Site field that pulls your real clients, sites, or projects from organization settings.
  • A Workers field that lets people pick crew members, with an option to show only those assigned to the selected project.
v2.28June 8, 2026

Form builder preview and polish

Added
  • A live Preview button in the form builder shows exactly how a form will look and behave, including conditional fields, repeatable sections, and collapsible sections.
  • A "How sections work" explainer in the builder describing what repeatable and collapsible sections do.
Changed
  • Clearer labels and descriptions on the repeatable and collapsible section options.
Fixed
  • The Forms page header no longer crowds the buttons against the title on mobile.
  • The generate and scan form screens now match the width and layout of the rest of the app on desktop.
v2.27June 8, 2026

Generate a form with AI

Describe what you need and get a ready-to-edit form.

Added
  • Generate a form from a plain-language description: Claude designs it with recommended fields based on Canadian OHS best practice.
  • Start from an example like a Daily Site Inspection, FLHA, Equipment Pre-Use, or Toolbox Talk, then review and edit the draft in the builder before saving.
v2.26June 8, 2026

Scan a form

Turn a paper form into a digital one with a photo.

Added
  • Scan a paper form by photo or by uploading an image or PDF, and Claude rebuilds it as a digital form, choosing the right field types and keeping your sections.
  • Review and approve the scanned form in the builder before saving, with a suggested folder you can keep or change.
v2.25June 8, 2026

Forms

Build your inspections and checklists as digital forms.

Added
  • A new Forms section to build inspection and checklist forms, organized into folders by type.
  • A form builder with sections and all the common field types: text, numbers, dates, dropdowns, multi-select, Pass / Fail / N/A inspection items, ratings, photos, signatures, and GPS.
  • Per-field options like required, help text, and show-this-field-only-when conditional logic, plus form-level settings for supervisor approval and signature sign-off.
v2.23June 8, 2026

Dashboard refresh

A clearer, more compact home dashboard.

Changed
  • The "Needs your attention" tiles now show an icon, the number, and a short description of exactly what each figure refers to.
  • The organization overview is merged into a single attention grid, and the layout never leaves a lone tile stranded on its own row.
Added
  • Support tickets and the most-requested features now appear on the dashboard, including a "new this week" marker on trending ideas.
v2.20June 7, 2026

Feature board, refined

Added
  • Sort the feature request board by "This Month" to see what is gaining momentum right now.
  • A badge on the Support menu flags new tickets and requests since you last looked.
v2.19June 7, 2026

Tickets and requests, separated

Added
  • A shared feature request board where everyone can post ideas and upvote the ones they want most.
Changed
  • Support tickets are now private to you and our team, while feature requests are visible to all users.
v2.18June 6, 2026

Help and feedback

Report problems and request features without leaving the app.

Added
  • Report a bug, request a feature, or ask a question directly inside the app.
  • Attach a screenshot or take a photo when reporting a problem, and paste in the exact error you saw.
  • Follow your request with threaded replies and email updates as its status changes.
v2.15June 5, 2026

Smarter document library

Added
  • Search your entire document library across every folder, with a category filter.
  • Require read acknowledgements on a document and see exactly who has and has not read it.
  • Version history: upload a newer version of a document while keeping the previous ones on file.
v2.14June 4, 2026

Document management

Added
  • Bulk upload documents; uploads keep running in the background with a progress indicator while you carry on working.
  • Move documents between folders, and replace a document with a newer version.
Changed
  • Deleting a document now asks for confirmation and is limited to owners, admins, and managers.
v2.11June 3, 2026

Document library

A home for your policies, procedures, and forms.

Added
  • A new Documents area with folders, per-role visibility and upload permissions, and AI-assisted naming and categorization of what you upload.