Release Notes

What is new in TruStar Connect, newest first.

v2.385August 23, 2026

Driver files for drivers who do not use the app

A driver can now have a full file — documents, expiries, hours — without needing a login.

Added

Add a driver without a login, under Drivers → Add a driver. For a driver whose hours come from a certified device and who never opens this app: you keep their file, they cannot add to it themselves.
Give this driver a login later and the whole file follows — documents, expiries and hours stay exactly where they are rather than starting a second file beside the first.
Drivers without a login are marked in the list, so it is clear at a glance who can upload their own documents and who cannot.

Changed

Opening a driver file now uses the file itself rather than the person’s account, so every driver opens the same way whether or not they have a login.

v2.384August 23, 2026

Match your Geotab vehicles and drivers to your own

Added

Sync from Geotab, on the Telematics screen: reads the vehicles and drivers in your Geotab database and ties what it can to your units and driver files. Nothing is written back to Geotab.
Matching is by VIN first, then serial number, plate, unit number and name; drivers by email, then name. Anything ambiguous — two units on the same plate, two drivers with the same name — is left for a person rather than guessed at.
Unmatched vehicles and drivers are listed first and say plainly that nothing from them will be recorded, and any match can be set or cleared by hand. Each row shows how it was matched, because “by VIN” and “by hand” deserve different amounts of trust.
Re-syncing adds new matches but never moves an existing one, so a match you set by hand stays where you put it.

v2.383August 23, 2026

Connect your Geotab account

The first half of the telematics link: connect the fleet system your trucks already run on, and prove it works.

Added

Fleet → Telematics, for owners and admins: enter your Geotab server, database and an API user, and Test connection tells you whether it works and how many vehicles Geotab reports.
Credentials are encrypted before they are stored and are never shown again. Use a dedicated read-only API user in Geotab rather than somebody’s own login, so it can be revoked on its own.

Changed

This connects and verifies only — nothing is brought across yet. Matching your units to Geotab vehicles and pulling hours of service from them is the next piece.

v2.382August 23, 2026

Colour-coded inspection results, and documents on the tag

Changed

A filed inspection now colours every graded answer — green for no defect or pass, amber for a minor defect, red for a major defect or a fail, grey for not applicable. Trip inspections were coming out as plain text, so a major defect sat in a list of twenty-three rows looking exactly like the twenty-two that were fine. The printed PDF matches.
Scanning a unit’s QR tag now offers its registration and insurance, so the documents that have to be in the vehicle can be produced from the tag on the dash.

Fixed

Scanning a tag said “Inspect this Vehicles”. Equipment types are named as groups, and the button now reads about the one unit in front of you — “Inspect this Vehicle”, “Inspect this Power Unit”, “Inspect this Skid Steer”.

v2.381August 23, 2026

Registration and insurance as a PDF, and a viewer to read them

Added

Registration and insurance documents on a vehicle accept a PDF as well as a photo. Most carriers are emailed a PDF, and until now the only way to file one was to photograph the screen.
Tap either document on the vehicle page to read it without leaving the unit — a PDF opens in a viewer, a photo opens full size. Open in a new tab is there too.

Fixed

A document filed as a PDF is now shown as a PDF rather than as a thumbnail that cannot load.

v2.380August 23, 2026

An electronic log book for hours of service

Drivers at provincially regulated carriers can keep their hours in the app instead of on paper.

Added

My Log Book, under Fleet: tap Off duty, Sleeper berth, Driving or On duty when what you are doing changes, and the app keeps the record. Add the location, odometer and unit if you want them on the entry.
The familiar four-row graph is drawn for each day, alongside your driving, on-duty and off-duty hours against the daily limits and your remaining hours in the cycle.
The app flags a day that goes over 13 hours driving or 14 hours on duty, or that ends with less than 10 hours off or without an unbroken 8-hour break.
Sign each day off with Certify. A certified day locks; reopen it if something needs fixing.
Correcting or removing an entry asks why, and the reason stays visible on the entry — which is what makes a corrected log worth something at an audit.
Hours of Service, for owners, admins and managers: every driver on one screen, sorted so anyone over a limit or with unsigned days comes first, with each driver’s book a tap away.

Fixed

Solid red, amber and green backgrounds were not being drawn at all in a handful of places, including some confirm buttons and status dots, which left them looking blank. They show their colour again.

v2.379August 23, 2026

One email a day about equipment issues

Changed

Equipment deficiencies no longer send an email every time an inspection fails an item. Two people inspecting the same truck in a morning produced two emails about the same truck, and a busy site produced a steady trickle that trained you to ignore all of it. It is one daily summary now, grouped by project and by unit, with a link straight to each unit.
Anything that takes a unit out of service is still sent the moment it happens. That is a truck that cannot move, and it does not wait for tomorrow.

v2.378August 23, 2026

What’s expiring, all in one place

Every date that can lapse across your carrier, your units and your drivers, with reminders that start early and keep coming.

Added

What’s Expiring under Fleet shows every date that can lapse in one list: periodic inspections, registration and insurance on your units, licences, abstracts, medicals and tickets in your driver files, and your own safety fitness certificate. Grouped by how close it is rather than by what kind of thing it is, because at seven in the morning the question is what stops a truck today.
Reminders now come as a ladder — 60, 30, 14, 7 and 1 day out, and again once it has lapsed — rather than a single warning a month before. Renewing a document starts a fresh ladder, so an early renewal does not go quiet.

Fixed

Renewal reminders never covered the periodic inspection, which is the one that actually grounds a commercial unit. They do now.

v2.377August 23, 2026

A filed inspection is never lost

Fixed

Submitting an inspection could fail with an error even though the inspection itself had saved, which meant filing it again or, worse, not at all. The record is now kept whatever happens afterwards: raising the deficiency, recording the defect and rolling the odometer forward are all worth having, and none of them is worth a completed pre-trip.

v2.376August 23, 2026

The real Schedule 1 criteria

Every trip inspection item now carries the minor and major defect definitions from the schedule itself.

Added

Each of the twenty-three Schedule 1 systems now has a "What counts" link that opens the minor and major defect criteria for that part, in the wording of the schedule, without leaving the inspection. Deciding whether a cracked lamp or a leaking wheel seal grounds the truck is the whole point of the classification, and nobody should be doing it from memory at six in the morning.
Items are numbered and ordered as the schedule orders them, so the form can be read alongside a paper copy.
Where a part turns on a prescribed figure — pushrod stroke, air loss rate, tread depth, steering lash, coupler movement — the panel says so rather than inventing a number, and points you at your own copy of the schedule for it.

Changed

If you turned Fleet on before this and got the earlier version of the two forms, they are upgraded in place — but only if you have not edited them and nothing has been filed against them. A form you have already changed or used is left alone.

v2.375August 23, 2026

Offline saving keeps going

Fixed

Leaving a page while it was saving data for offline use left the progress bar stuck at whatever it had reached, on every page after that. Saving now carries on from where it left off wherever you go, finishes on its own, and never sits there half done.
A menu section no longer stays highlighted while you are on a page beneath it, so it is clear which screen you are actually on.

v2.374August 23, 2026

Trip inspections

Schedule 1 pre-trips for power units and trailers, with a major defect taking the unit off the road.

Added

Two trip inspection forms following the Schedule 1 systems under National Safety Code Standard 13 — one for power units and one for trailers. They arrive when you turn Fleet on, and a unit’s QR tag opens the right one without any setup.
Each item is marked OK, minor defect, major defect or not applicable, on buttons rather than a dropdown, because a walkaround is twenty-three items on a phone in the cold. A minor defect is repaired before the next inspection; a major defect takes the unit out of service on submission, carrying the reason into the Fleet register so nobody has to open the inspection to find out why the truck is not moving.
A power unit or trailer can no longer be inspected by a guest. Scanning its tag without signing in offers a sign-in that returns straight to the inspection with the unit still selected. Other equipment is unchanged.

Fixed

An inspection completed by somebody without an account recorded the repair work but not the finding, so it never raised the out-of-service alert. It does now.

v2.373August 23, 2026

One Fleet page

The whole register moves onto the Fleet overview, searchable, and the carrier types are there when you turn Fleet on.

Changed

Units & Trailers is gone as a separate screen. The overview now shows what needs attention and then the whole register underneath it, so you are not reading a count and clicking through to the list it counted.
Search the fleet by unit number, plate, VIN, make, model, year, type, site, project or equipment manager, with tabs for power units, trailers and light vehicles.
The carrier profile opens in a dialog on the Fleet page instead of sending you to Organization settings. It is still in settings too.

Fixed

Turning Fleet on now makes the carrier vehicle types available in Equipment straight away. Power units, straight trucks, trailers, converter dollies and buses were in the catalog but switched off, so Add Asset only offered Vehicles.
A unit’s QR page could fail to load. It now says the tag is not active rather than showing an error, and the underlying cause is reported clearly in the logs.

v2.372August 23, 2026

Driver files

A file for every driver, filled in from their own phone and checked by a manager.

Added

Drivers under Fleet holds a file for each of your drivers: licence with class and endorsements, abstract, medical, road test, prior driving record, air brake, dangerous goods, and anything else. The list leads with whose file needs something done to it.
My Driver File lets a driver photograph a renewal and add it from their phone. It arrives as awaiting review; a manager checks it before it counts towards a complete file. A document that was sent back says why.
Marking a driver qualified is a separate, deliberate statement that somebody has been through the whole file — which is what an auditor asks for, rather than whether a scan exists.

v2.371August 22, 2026

The Fleet register

Every road-going unit in one place, with the details an officer at the scale asks for.

Added

Units & Trailers under Fleet lists every road-going unit you own, filtered by power unit, trailer or light vehicle, and searchable by unit number, plate, VIN, make or model. Problems sort to the top: anything held off the road first, then whatever lapses soonest.
Commercial vehicle details on any power unit or trailer: VIN, plate jurisdiction, registered gross weight, and the last and next periodic inspection. These are the questions asked at the scale and in an audit.
Hold a unit off the road, with a reason. A unit held this way shows as out of service everywhere, and releasing it is a deliberate second step once the repair is made.

Fixed

A vehicle added to the register did not appear in the Fleet counts. Units are now classified by the database from their equipment type, so anything added by any route lands in the register.

v2.370August 22, 2026

Commercial vehicle types, and a form for any of them

Power units, trailers and the rest of a carrier’s register, plus a one-click inspection form for any equipment type.

Added

The Fleet group in the equipment catalog now covers what a carrier actually runs: power units, straight trucks, trailers, converter dollies and buses. Each asks for what that unit needs — axle configuration, brake system, fifth wheel, sleeper berth, the ELD fitted to it, seating capacity on a bus.
Anything added against one of those types joins the Fleet register automatically, so a truck is never classified twice. Vehicles and trailers you already had were classified for you.
Any equipment type still using a generic inspection now has a Generate button that drafts a checklist for that machine and sets it as the type’s default in one step, so scanning one of those units opens the right form. Adding your own type offers the same thing at the end.

Improved

The desktop menu is wider and menu names no longer wrap onto a second line.

v2.369August 22, 2026

Fleet, for organizations that run trucks

A new Fleet section for commercial carriers, starting with your carrier profile and a fleet overview.

Added

A Fleet section for organizations that operate commercial vehicles. Turn it on in Organization settings under Fleet; it is included in every plan at no extra cost, and stays hidden for everyone else so the menu does not fill up with screens you will never use.
A carrier profile that records whether you are federally or provincially regulated, the provinces you operate in, your NSC or safety fitness number and its expiry, your CVOR number, a default hours of service cycle, and your IFTA and IRP accounts. Federal or provincial is the answer that decides which rules the rest of Fleet holds you to.
A Fleet overview that leads with what stops a truck leaving the yard: lapsed documents, units out of service, anything expiring in the next sixty days, and documents waiting to be verified.

Fixed

The open section in the sidebar now shows its red left edge. The colour was never reaching it.

v2.368August 22, 2026

Tidier shortcut hover

Fixed

The red highlight on a dashboard shortcut no longer leaves a hard line down the left edge when you hover it. The light now falls softly across the tile instead of being cut off at the border.

v2.367August 22, 2026

Scan a unit, inspect it on the spot

Every piece of equipment now has a QR tag that opens its details and starts the right inspection, already filled in.

Added

Every piece of equipment now has its own QR tag. Scan it with a phone camera to see that unit: photo, unit number, type, make and model, plate, current meter reading, service status, and how many defects are open against it.
A button on that page starts the right inspection for the unit, with its details already filled in. You add the current odometer or hours and work through the checklist. Signed in, you are recorded as the inspector; if not, you can log in or enter your name as a guest and sign.
Print QR labels one at a time from a unit, or a full sheet for the whole fleet from the equipment register. Every label shows the unit number, name, and type beside its code.
Each equipment type can point at the inspection form its tags should open. Vehicles use the Light-Duty Vehicle Inspection and everything else uses the Mobile Equipment Inspection unless you choose otherwise.
A Deleted tab in Inspections & Forms. Deleted forms are archived there and can be restored, or permanently deleted if they are your own, one at a time or all at once.
A Hidden tab in Inspections & Forms. Owners and admins can hide any form that does not apply to the organization using the eye icon, keeping it out of the crew-facing list without deleting it. One tap brings it back.

Improved

Star the forms and equipment you use every day and they appear as shortcuts at the top of your dashboard. Your shortcuts are yours alone: starring something does not change what anyone else sees.
The dashboard opens faster. Your name and shortcuts now appear straight away instead of waiting for every figure on the page, and the rest of the dashboard loads in fewer, larger steps behind them.
Saving data for offline use now waits until the page you opened has loaded, and runs in small batches after that, so it no longer holds up the screen in front of you.
While the app saves your data for offline use, a progress bar under the top bar shows how far along it is and what it is doing, instead of leaving you wondering why a page is slow. It never blocks you from working.
Choosing the unit on an inspection is now a search rather than a long list. The equipment offered is narrowed to the types that inspection is for, so a vehicle inspection offers vehicles, and you can search by unit number, name, type, or make and model.

Changed

The recommended COR forms now come pre-loaded with your workspace, so the Add recommended forms button is gone. Edit them freely to match how you work.
Recommended forms no longer show a delete icon at all, since they cannot be deleted. Hide them instead if your organization does not use them.
Duplicate copies of the recommended forms, left behind when the old button was used more than once, have been tidied into the Deleted tab. The original of each is untouched, and any copy holding completed submissions was left exactly as it was.

v2.365August 21, 2026

Two new comparisons, and real cost numbers

New Workhub and BIS Safety comparison pages, and researched pricing across every comparison.

Added

Comparison pages for Workhub and BIS Safety Software, with their published pricing laid out honestly beside ours.

Improved

Every comparison page now shows researched, sourced cost figures, published vendor rates where they exist and clearly labelled third-party estimates where they do not, so the savings from one flat-price platform are concrete.
The free-trial section on the comparison hub now uses the same two-column layout as the home page.

v2.364August 21, 2026

Consistent look across the public site

The Knowledge Base, Release Notes, comparison pages, and method page now match the home page.

Improved

The header on the Knowledge Base, Release Notes, comparison pages, and method page now uses the same logo size and button styling as the home page.
Every public page now ends with the full home page footer, including the social links and the Platform, Resources, and Account sections.

v2.363August 21, 2026

A round of fixes, and a refreshed front door

Several long-standing issues are resolved, including permit attachments, offline corrective action closeouts, and investigation approval routing.

Fixed

Photos and attachments on a permit now appear on the permit detail page. They were being saved correctly but never shown.
Closing out a corrective action while offline now works without a photo. Previously the closeout was lost with a "Could not submit" error, even though a note alone is allowed.
Finalizing an investigation now routes to the approver your organization has configured. Previously the approval step was skipped and investigations were self-approved.
The AI impartial assessment is now saved with the investigation. It was being generated but never stored, so it disappeared after the analysis ran.
The permit request page now shows who your request will be sent to. The issuer name was previously blank.
Charts in generated report PDFs no longer risk failing to render.

Improved

The public site header and footer got a visual refresh: larger logos, more polished buttons, and the current X logo in place of the old Twitter bird.

v2.361July 28, 2026

Social links in the footer

The TruStar Safety social profiles now appear in the footer.

Added

LinkedIn, Facebook, Instagram, X and YouTube links in the site footer, matching the main TruStar Safety website.

v2.360July 28, 2026

Effectiveness review wording, and a fuller equipment guide

Everywhere that described effectiveness reviews as fixed at 30, 60 and 90 days now reflects that you set the schedule.

Fixed

Several places still described effectiveness reviews as happening at 30, 60 and 90 days, which stopped being true when the schedule became yours to set. The reviews dashboard, the Knowledge Base, the reports and the public site now say the reviews run on the schedule your organization chooses. Thirty, sixty and ninety days remains where a new organization starts.

Changed

The Knowledge Base article on equipment has been rewritten for the new register: choosing types from the catalog, what each type asks for, how expiries are tracked, what happens when a type is turned off, adding a type the catalog does not cover, and who hears about problems found during inspections.

v2.359July 28, 2026

A tidier release history

Release notes now read as a history of the product rather than a log of every deployment.

Changed

Runs of updates that were one feature arriving are now a single entry. The permit system took twenty eight deployments to build and is now one note describing what it does, because the intermediate steps were work in progress rather than things anybody used.
Notes about internal tooling that customers cannot see have been removed.

v2.357July 28, 2026

Equipment types that ask the right questions

Choose the equipment types you use and each one asks for what that equipment actually needs.

Added

A catalog of forty four standard equipment types across ten groups, from vehicles and heavy equipment through lifting and access, respiratory protection, fall protection, tools, and emergency equipment.
Each type asks for what that equipment genuinely needs rather than a generic make and model. A crane asks for its load moment indicator and annual certification, an SCBA for its hydrostatic test date, a harness for its date of manufacture and whether it has ever arrested a fall.
Dates that mean the equipment is no longer safe or legal to use are tracked as expiries, flagged in red as they are entered, and the soonest one is kept against each item so the register can tell you what is running out rather than only what you own.
Rigging tracks the specific type, from wire rope slings to plate clamps and below-the-hook devices, with working load limit, identification, and separate certification interval, date and expiry for the types that require it.
A Manage panel where you turn on the types you use. Only vehicles are on to begin with, because forty categories nobody uses buries the handful they do.
Add a type the catalog does not cover: name it and the app proposes what to record about it. The proposal is always reviewed and can be edited first, because a plausible sounding certification interval that no regulator set would end up on a compliance record.
An equipment manager for the organization, overridable per project. Equipment taken out of service emails them immediately; everything else an inspection failed arrives as one daily summary grouped by machine.

Changed

Turning a type off keeps its equipment, along with the maintenance history and certification records. It simply stops being offered for new equipment and inspections.
Types you created by hand before the catalog existed are adopted when you turn on the matching one, so your equipment stays with it and starts asking for the right information.
Equipment types no longer ask for an hour meter, a fuel type and a service interval regardless of what they are. A laptop has no fuel type and a ladder has no hour meter.

v2.352July 28, 2026

A new permit to work system

Permits are now requested, reviewed and authorized through a signature chain, with a field view crews can use from a QR code.

Added

One Work Permit replaces the eleven separate permit types. Tick the categories that apply, from Hot Work and Confined Space Entry through thirteen critical work types, and the permit opens the sections those categories need. A job that is hot work inside a confined space at height is one document with three sections rather than three permits.
A request and authorization flow. Somebody with permit receiver permission raises the request, it goes to the permit issuer for review, and then through a chain of named authorities who sign in turn. Anyone in the chain can send it back, and has to say why.
A configurable authorization flow in Organization Settings. Choose which of the seven signature roles apply and in what order, name who covers each one, and override the whole thing per project. The Permit Issuer always signs first and the Permit Holder always signs last, whatever order you put them in, because anyone signing before the issuer would be authorizing work nobody has reviewed.
Several people can cover each role, and the issuer picks who is on shift while reviewing. Area authorities work rotations, and a permit routed to one named person sits unsigned while they are on days off.
Signatures are collected strictly in order, and signing out of turn is refused. Every step names who is expected to sign it before they sign, so a supervisor knows who to chase.
Signing links for people outside your organization. A client area authority receives a link that opens the permit directly, with no account and no password.
The issuer sets how long the permit is valid before signing. A single shift permit runs a chosen number of hours from the planned start; a blanket permit runs to a chosen end date, can suspend itself at the end of each shift, and needs revalidating by whoever the issuer nominates before work resumes.
Permits close automatically at the end of their validity period, and the issuer can extend one that needs longer. Everyone who signed is told, because a signatory authorized work for a stated period.
The permit holder closes out their own permit, confirming the work is complete and whether it was completed without incident. If anything happened, they have to describe it.
A printed Safe Work Permit with a QR code, and a separate close-out record available once the work is finished that adds every gas reading and confined space entry.
A field view behind that QR code, with no login. Crews see the permit status, the hazard assessment with its energy wheel, and who authorized it. They record gas readings against the limits set on the permit, and log people in and out of a confined space.
Gas readings are checked against the Class 1 or Class 2 limits for the space as they are typed, timestamped, and recorded even when out of range, because the log has to show what the detector actually said.
A confined space entry log showing who is inside against the occupancy limit, with the entrants named on the permit one tap away. Anyone added on site needs their entry training confirmed.
Confined space classifications follow the province the work is in, with the definitions, what each classification requires, and a link to the legislation available without leaving the form.
A permit register grouped by project and by what needs doing, with a search across permit number, project, client, requester, issuer, work type and date, and a separate archive for closed permits.
A permit history on every view: when it was signed and by whom, when it became valid, when it was suspended and why, every revalidation, and when it closed.

Changed

A permit can no longer be issued directly. Every permit goes through request and authorization, and is not active until every required signature is in.
When a permit is sent back and resubmitted, every signature is collected again. A signature attests to a specific document, and the document has changed. Earlier versions are kept as revision history.
A request only shows the sections the receiver can honestly answer. Close-out and the verification questions that belong to an authority are not shown to the person requesting the work.
Permit times run on the project time zone, falling back to the organization, and are displayed in the crew's time zone wherever they are read.
Permits already issued under the old types are untouched and stay readable.

v2.324July 28, 2026

Missing text in two Knowledge Base articles

The numbered steps in the Reports and workforce import articles showed their numbers with nothing beside them.

Fixed

The step by step sections of the Reports and Importing your workforce articles rendered as bare numbers with no text. The steps were written in the wrong shape, so the article had nothing to display against each one. Both now read properly, and each step has been expanded with what it actually involves.

v2.323July 28, 2026

Report styling and a refreshed Knowledge Base

Report PDFs now match the dashboard styling, and the Knowledge Base has been brought up to date with everything added recently.

Changed

Charts in report PDFs now use the same gradients, depth and colours as the Analytics dashboard, so a report and the page it came from look like the same product. Donut segments are lit from above, bars carry a highlight, line charts have a filled area beneath them, and headline figures sit in raised panels.
The Knowledge Base has been brought up to date across the board.

Added

A Knowledge Base article for the Safety Analytics dashboard, covering how to arrange it, what each group of metrics answers, and how the AI Insights panel works.
A rewritten Reports article covering the report builder, all ten report types, reporting periods, recipients and the archive.
A new article on signing off and approving investigations, including approval routing and sending a report back for changes.
A new article on importing your workforce from a spreadsheet.
A new article on the Approvals and effectiveness review settings.
Existing articles updated for the changes to corrective actions, My Tasks and its counter, the training matrix colour coding, project training requirements by position, and how investigation timelines are built and reordered.

v2.322July 28, 2026

AI Insights on the dashboard, and a task counter that counts everything

AI Insights now reads whatever metrics you have on your dashboard, and the nav counter covers every kind of task rather than corrective actions alone.

Added

An AI Insights module at the top of the Analytics dashboard. It reads the metrics you actually have on screen and tells you what stands out, what to watch, and what to do next, with the figures behind each point. Run it when you want it rather than on every page load, since it costs a model call.
A Safety review download button on the Analytics page, covering exactly the window shown on screen, so the report and the dashboard can never disagree about the period they describe.

Changed

The nav counter has moved from Corrective Actions to My Tasks, and now counts everything assigned to you: corrective actions you own, work awaiting your verification, document and hazard reviews, training due, toolbox talks, COR and SECOR action items, and investigation reports awaiting your approval. Counting only corrective actions understated it, so someone with three COR items and a report to approve saw nothing at all.
The counter also appears beside My Tasks inside the mobile menu, so opening the menu does not make the number disappear.
The separate AI Insights page has been retired. It answered a fixed set of questions; the module on the dashboard reads whatever you have chosen to look at. The old address redirects, so existing bookmarks and links still work.

v2.321July 28, 2026

Form data fixed, clickable modules, and instant page load

The inspection and form modules were reading nothing, every module now links through to the app, and the dashboard appears immediately while the figures load.

Fixed

The Inspections and forms modules showed nothing despite forms being submitted. They were asking for two columns that form submissions do not have, so the query failed and returned an empty set. The same fault was present in the Inspections & Form Completion report and the Leading vs Lagging report, and all three are corrected.

Changed

Certificates at risk now lists the people who need chasing rather than a count of certificates. Each name shows what is wrong, as expired, missing or due in 30 days, and opens that person's training record. A total of fourteen expired certificates tells nobody what to do; a list of who to speak to does.
Every module now links through to the part of the app that can act on it, so a number on the dashboard is a doorway rather than a dead end. Links are hidden while you are rearranging tiles, where a stray tap would navigate away mid-drag.
The Analytics page now appears immediately with a styled loading state while the figures are gathered. It runs a dozen queries across the whole organization, and blocking on those meant tapping Analytics did nothing at all for several seconds.

v2.320July 28, 2026

Analytics: dark mode, depth, and twelve new metrics

Charts now read correctly on both themes and carry proper depth, with new modules for observations, forms, training, readiness, subcontractors and mentorship.

Fixed

Text inside the charts was black regardless of theme, so parts of the dashboard were unreadable in dark mode. All chart text now follows the theme, and the near black used as a chart colour has been replaced, since it disappeared entirely against a dark panel.

Added

An incidents and observations over time chart for the year to date, with each month clickable through to the incidents behind it, plus a three year comparison alongside it.
Observation modules: by type, unsafe acts against unsafe conditions, and how many reported hazards are actually closed out rather than just logged.
Inspection and form modules: total completions, which forms are being used and which are ignored, and who is carrying the reporting.
Compliance modules: training compliance, certificates expired or expiring, crew readiness, subcontractor compliance, subcontractor document expiries, and short service workers with unmentored workers called out.
Charts now use gradient fills, soft shadows and depth rather than flat blocks. Donut segments are lit from the top left, bars sit in an inset track, and progress rings glow in their own colour.

v2.319July 28, 2026

A safety analytics dashboard you arrange yourself

A new dashboard under Analytics with nineteen metrics you can switch on, resize and drag into whatever order suits the way you work.

Added

Safety Analytics, a new dashboard under the Analytics menu. Nineteen metrics covering headline numbers, causes and severity, defences, corrective actions, and where and when incidents happen.
Drag any tile by its handle to move it, exactly as you reorder timeline events in an investigation. Works with touch and with a mouse, and the page scrolls on its own when you drag near the top or bottom.
Choose which metrics appear. Every one can be switched on or off, and most can be resized between a narrow tile and a full width panel, so the numbers you care about get the room they deserve.
Your arrangement is saved to you, not to the organization. A safety manager, a project manager and an owner open this page to answer different questions, so nobody has to negotiate a layout with their colleagues.
Every tile carries the question it answers rather than only a title, so a metric like the hierarchy of controls reads as "Are we fixing causes, or just adding rules and PPE?" instead of needing to be decoded.
Donut charts, ranked bars and progress rings throughout, with a reporting window you can switch between 30 days, 90 days, 12 months and all time.

Changed

Causal factor categories that only name a step in the analysis, such as the numbered steps of a 5 Why, are excluded from the leading causes tile. They ranked near the top by frequency while telling a reader nothing.
AI Insights remains where it is, alongside the new dashboard, since it answers a different question: it reads the patterns for you rather than showing you the numbers.

v2.318July 28, 2026

Action counter in the menu, and Reports moved to Analytics

A red counter beside Actions shows how many corrective actions are waiting on you, and Reports now sits with the other reporting tools.

Added

A red counter beside Actions in the menu showing how many corrective actions are assigned to you and still need doing. A safety program rarely fails because someone refuses to do an action, it fails because they never noticed one was assigned, and a count visible from every screen is the cheapest fix for that.
On a phone the counter sits on the corner of the Tasks icon in the bottom bar. A number rather than a plain dot, because three things waiting prompts action in a way that something is waiting does not. Counts above nine read as 9+.
The counter updates the moment you act on something, when you come back online, and when you return to the app, and disappears entirely once you have nothing outstanding.

Changed

Reports has moved out of Organization Settings and into the Analytics menu, alongside AI Insights. It belongs with the other reporting and analysis tools rather than with billing and user management.
The counter includes work that is open, in progress, overdue or sent back to you. Anything already submitted and waiting on a verifier is left out, since that is not yours to clear.

v2.317July 28, 2026

Overdue no longer hides an action's real status

A late action that someone has started now shows as in progress and overdue, instead of losing the change, and pages always show live data when you are online.

Fixed

Marking a past due corrective action as in progress appeared to work and then undid itself. Overdue was being written over the real status when the list was built, so an action that was both late and started came back as simply overdue: it disappeared from the In progress filter, and reloading showed it as though the change had never happened. The change had saved correctly the whole time. Late is now carried alongside the real status, so an action can be in progress and overdue at once, and both filters find it.
A late action now shows an Overdue badge next to its actual status rather than instead of it.
Pages showed a saved copy of your data after a reload even with a working connection. The saved copy now only appears for the moment before the live data arrives, or when you are genuinely offline, so with a connection you always end up looking at what the server says.
A request that fails while you still have a connection no longer pretends you are offline. The saved copy stays on screen and is marked as not live, rather than presenting old figures as current.
Added the missing space between the divider and the list on the Corrective Actions and Effectiveness Reviews pages.

v2.316July 28, 2026

Mark in progress works, and better spacing on two pages

A leftover reference was stopping every status change on corrective actions before it began.

Fixed

Mark in progress, and every other status change on a corrective action, did nothing. When the three dot menu was replaced with buttons, a line closing that menu was left behind, referring to something that no longer existed. It failed the moment the button was pressed, before the change was ever sent, so the status simply flipped back.
A change that cannot be saved now says why, on the card. A failure that silently reverts looks identical to a button that does nothing, which is how this stayed invisible.

Changed

Added breathing room at the top of the Corrective Actions and Effectiveness Reviews pages, and between the heading and the divider below it.

v2.315July 28, 2026

Corrective action ownership, completion and cleanup

Mark in progress now works for the person the action belongs to, completion always carries a note, and deleting an investigation cleans up its actions.

Fixed

Mark in progress did nothing for many people. Only owners, admins, managers and investigators were permitted to change a corrective action, so the person the action was actually assigned to was refused, and because that kind of refusal matches no rows rather than reporting an error, the button appeared to do nothing at all. The assignee can now progress and submit their own work, and any change that cannot be saved now says so instead of failing silently.
Deleting an investigation left its corrective actions and effectiveness reviews behind, still pointing at a record that no longer existed and still appearing in lists and reports. They are now removed with it, and restoring an investigation brings them back. Anything already orphaned by a past deletion is tidied up.

Changed

Marking a corrective action complete now always goes through verification, with a written note describing what was done and an optional photo. Declaring something finished with no note, no evidence and nobody checking is the exact gap a corrective action process exists to close, so the separate Completed step has been removed.
The Completed filter has been removed from the corrective actions list. Work moves from in progress to pending review to verified, so there is nothing that only reaches completed any more.
Corrective actions created during an investigation are assigned to the investigator when nobody else is chosen, so an action is never left belonging to nobody. Any that are still unassigned are flagged before the investigation is finalized, which is the last point it is cheap to fix.

v2.314July 28, 2026

Changes now show immediately across the app

Corrective actions, effectiveness reviews, tasks, observations and hazards update the moment you act, instead of appearing unchanged until the app was reloaded.

Fixed

Corrective actions, effectiveness reviews and tasks did not update after you acted on them. These screens are built to keep working in a dead zone, so they read from a copy stored on the device, and that copy was only ever loaded once when the screen opened. The change was saved correctly every time, but the screen kept showing the old version until the app was reloaded by hand, which understandably looked like the change had not gone through.
Any action that changes something now tells the affected screens to re-read straight away, so a status changes as soon as you act on it. This covers corrective actions, effectiveness reviews, My Tasks, observations, hazards and the dashboard.
Screens also re-read when the device comes back online after being in a dead zone, and when you return to the app after leaving it open in another tab. Those are the two other moments stale figures used to be noticed.

v2.313July 28, 2026

Corrective actions and effectiveness reviews update as you work

Statuses change the moment you act, the options are visible on each item instead of hidden in a menu, and finished work no longer clutters the list.

Fixed

Corrective action statuses did not update after an action was taken. The change was saved, but the page kept showing the old status until it was reloaded by hand. The status pill now changes the moment you act, and reconciles with the server straight after.

Changed

Corrective actions now show their available actions as buttons on each card, rather than hiding them behind a three dot menu. The main action for that status carries the emphasis, so what to do next is visible without opening anything.
Effectiveness reviews show Record outcome and Full review as buttons on each card. Recording the outcome is the common case so it leads, while the full review form is where recurrence and control notes are captured.
Verified and completed corrective actions no longer appear in the main list. They have their own filters, and leaving them in the default view buried the actions that still needed someone.
The list is ordered by what needs attention first: anything sent back for more work, then anything overdue, then open work, work in progress, and finally work waiting on a verifier. Within each group the oldest deadline leads.

v2.312July 28, 2026

Choose what a report covers, separately from when it sends

Every report now has its own reporting period, and the Observations report no longer includes every observation ever recorded.

Fixed

The Observations report showed every observation on record rather than the reporting period. It was being handed the period in a form its query did not understand, so no date filter was applied at all. It now covers exactly the window the report is set to.

Added

A reporting period on every report, chosen separately from the send schedule. Options are the previous week, previous month, previous quarter, year to date, all time, or a rolling number of weeks or months. A monthly board pack can now cover the year so far rather than just the last thirty days.
Periods align to whole calendar units. Previous month on a report sent on the 3rd means all of last month, not the thirty days ending on the 3rd, which is what the words are assumed to mean.
The report list and the PDF now both state the period covered, so nobody has to work out what a set of figures spans.

Changed

Existing reports keep the window their send frequency already implied, so nothing you currently receive changes shape.
The Safety Review adapts to the chosen period rather than always reporting year to date, with the month by month chart spanning whatever window is set. The three year trend section stays three years, because a trend over a single chosen window is not a trend.