Release Notes

What is new in TruStar Connect, newest first.

v2.311July 28, 2026

Optional photos on corrective actions, and configurable effectiveness reviews

Closing a corrective action now needs a written note, with the photo optional, and you can choose how many effectiveness check-ins each action gets.

Changed

Closing out a corrective action no longer requires a photo. A written note describing what was done is now the requirement, and a photo or document can be attached as well when there is something to show. Many actions have nothing to photograph, such as a procedure rewritten or a permit condition added, and requiring an image on those only produced pictures of desks.

Added

Effectiveness review settings in Organization Settings. Choose one, two or three check-ins after a corrective action is verified, and set how many days out each one sits. The default is still 30, 60 and 90 days.
Actions already verified keep the check-ins they were given, so changing the setting never removes something already scheduled and communicated. The change applies to actions verified from then on.

v2.308July 28, 2026

Clearer colour coding on the training matrix

Red now means one thing only. Whether a course is required by the role or the project is shown as a small letter rather than a coloured dot.

Changed

Every cell in the matrix says two independent things: what state the certificate is in, and why the course is required. Both used to be shown as colour, and the role marker was almost the same red as expired, so a red dot meant "required by role" while a red pill meant "expired". Colour now carries the status and nothing else, so red always means a problem.
Why a course is required is now a small neutral letter: R for role, P for project, R+P for both. It is deliberately colourless so it can never be read as a status.
A course required with nothing on file is now drawn as a dashed outline with no fill, so a gap in the matrix looks like a gap. An expired certificate stays a solid fill, because something exists and has lapsed. Absence and lapse are different problems and now look different at a glance.
The legend is split into Status and Why required, and each swatch is drawn as a miniature of the actual cell, dashed outline and all, rather than as a plain dot.

Fixed

The training matrix could fail to load with a reference error. Part of the colour change did not apply cleanly, leaving the page using something that was never defined.

v2.306July 28, 2026

Report layout fixes and custom report names

Section headings now stay with their content, the Defences that failed list no longer overlaps itself, and reports can be given your own name.

Fixed

Text in the Defences that failed list was printing on top of itself. Each entry was being given no height by the layout, so every line was drawn at the same position. It now prints as a clean list with the failure count and the layer of protection against each one.
Section headings could end up alone at the bottom of a page with their content overleaf. Every heading is now drawn in the same block as the content that follows it, so the two cannot be separated. This applies to every report, not just the Safety Review.

Added

Give a report your own name when you create it. Leave it blank and it takes a sensible default that includes the scope, so a project report reads as "Safety Review · Kearl Project" rather than just "Safety Review". The name is the title on the PDF, the email subject line, and how the report appears in your list and in the archive.
The name can be changed at any time by editing the report, and the change applies to everything generated from then on.

v2.305July 28, 2026

Safety Review reworked around the year to date

The Safety Review now leads with the year so far, adds observation reporting and a three year trend, and no longer lists analysis steps as if they were causes.

Fixed

Causal factor categories no longer list "Why 1" through "Why 5" as leading causes. Those are the numbered steps of a 5 Why analysis, so they name a position in the analysis rather than a cause, and they ranked near the top by sheer frequency while telling a reader nothing. Generic buckets such as Other and Uncategorized are excluded for the same reason.
The month by month chart counted every investigation, including ones not yet finalized, so it disagreed with the figure printed directly above it. It now counts only finalized investigations, matching the rest of the report.
Month labels on the line chart were being drawn on top of the plotted line. They now sit below the chart with room to breathe, and the legend sits under that with a coloured line for each series.

Changed

The report now leads with year to date rather than the reporting period. A single period is too short a window to say whether a program is working, and an executive reading only that figure can draw the wrong conclusion from a quiet month.
Defences that failed is now a plain list with the failure count against each one, rather than bars. It is a list of findings to read, not a set of quantities to compare.
The hierarchy of controls chart is now titled "Corrective actions by hierarchy of control" and carries a short note explaining what it is showing and why the mix matters.
The separate reliance on weak controls section has been removed. It said the same thing the hierarchy chart already shows.

Added

A "What the crews are reporting" section with the mix of observations submitted this year by type, and hazards broken down by class into unsafe acts and unsafe conditions.
An observations per incident figure, which is the clearest single measure of whether reporting is healthy, and it does not depend on how much of the year has passed.
A three year trend section comparing observations and incidents across the last three years, with a note on the direction of travel. The current year is partial, so the note points at the ratio rather than the raw counts.

v2.304July 28, 2026

Charts in reports, and a year to date section on the Safety Review

Reports now use donut charts, trend lines and progress bars instead of long tables, and the Safety Review shows the reporting period alongside the year so far.

Fixed

The Defences that failed section of the Safety Review was blank. It was reading the wrong field from the trends data, so every row came through empty. It now shows each failed defence with its failure count and which layer of protection it belongs to.

Added

Charts in report PDFs. Donut charts for shares of a whole such as severity, failures by layer and hierarchy of controls. Ranked bars for causes, failed defences and high potential work. A six month trend line putting observations raised against incidents. Progress bars for completion and on-time rates.
A Year to date section on the Safety Review, showing the same measures from 1 January alongside the reporting period. A single quiet month proves very little on its own, and an executive reading only the period figure can draw the wrong conclusion from it.
A trend line on the Safety Review showing observations raised against incidents over the last six months, so the relationship between proactive work and outcomes is visible rather than implied.

Changed

Charts replace several long tables, which makes the reports shorter as well as easier to read.
Corrective action completion and reliance on weak controls are now progress bars that colour by value, so a poor rate is obvious without reading the number.

v2.303July 28, 2026

More report fixes

Corrective Actions now reports its data, equipment no longer lists an asset twice, Safety Review uses the standard layout, and the observations heading stays with its list.

Fixed

The Corrective Actions report came back empty and did not match the app. It was asking for a project column that corrective actions do not have, so the query failed and returned nothing. Project scope now resolves through the investigation that raised the action, which is where the project actually lives, and actions owned by someone outside your organization now show that person's name instead of "Unassigned".
The Equipment & Assets report listed the same asset twice. Assets are soft-deleted, and the report was including deleted rows alongside their replacements. It now shows only current assets.
The "All observations" heading is now physically bound to the first observation in a single block, so it can no longer end up alone at the bottom of a page with the observations starting on the next one.

Changed

The Safety Review report now uses the same layout as the rest. Its figures come from the same calculation as the Trends screen, so the report and the dashboard cannot disagree. It covers systemic causes, failed defences by layer, severity and risk, where and when incidents are happening, corrective action completion, and the share of actions relying on weak controls.
Observations keeps its own layout, since it is the design the other reports were matched to and it shows per-observation detail the shared layout does not express.

v2.302July 28, 2026

Report fixes from first use

Equipment now reports its assets, COR readiness matches the score in the app, and the reports page has a separate Archive tab.

Fixed

The Equipment & Assets report showed zero assets even when the register had entries. The report was asking for three columns that do not exist on the equipment register, so the query failed and returned nothing. It now reads the register correctly and includes a full asset list alongside the open issues and service due.
The COR & SECOR Readiness report disagreed with the readiness score in the app. It now uses the same calculation the readiness screen uses, with your certificate type, year type and organization type, so the two always match. It also shows the score for each element against the element minimum.
Report PDFs showed the title twice, once in small red text and once in large black. The red line has been removed from every report.
In the Observations report the "All observations" heading could land at the bottom of a page with the observations starting on the next one. The heading now stays with its list.

Changed

Corrective Actions and Leading vs Lagging now use the same layout as the other reports. Corrective Actions is titled by its report name rather than "Effectiveness", since effectiveness reviews are one section of it rather than the whole thing.

v2.301July 28, 2026

Custom reports, part three: matched PDF design and form selection

Every report PDF now carries the same header and footer with your organization's logo, and the form completion report lets you choose exactly which inspections to measure.

Added

Choose which forms a completion report measures. The builder lists every inspection and form saved for your organization, grouped by type, with select-all on each group. A report will not save without at least one chosen, so you can no longer end up with a report covering everything by accident.
The exported PDF gives each selected form its own section, headed with the form name and how many people out of your team completed it, followed by a table of who completed how many. Highest first, so the people doing the work lead and the zeros collect where they are easy to scan.

Changed

Every report PDF now uses the same header and footer as the observation report, led by your organization's own logo, with the report name on the right and the page count and generation time in the footer. A report going to a client or an auditor should look like it came from you.
Colours across all report PDFs have been matched to one palette, so several reports arriving in the same inbox read as one product rather than as separate tools.
The form completion report now counts only the forms you selected, rather than every form in the organization.

v2.300July 28, 2026

Custom reports, part two: the six new reports and the scheduler

Reports now actually send on their schedule, and six new report types are available: form completion, short service workers, equipment, training, subcontractors and COR readiness.

Added

Inspections & Form Completion. Choose which forms to track and see how many each person completed in the period. Everyone active is listed, including the people who completed none, because that is usually the point of running it.
Short Service Worker. Current short service workers, their assigned mentor, the project, and how long is left. Anyone without a mentor assigned is flagged first, since mentorship is the control that makes short service status safe.
Equipment & Assets. Open issues, service falling due in the next 30 days, and anything already past its interval.
Training & Certifications. Expired tickets, everything renewing in the next 30 days, and certificates required by someone's position with nothing on file at all. That last group never appears on an expiry list, because there is nothing there to expire.
Subcontractor Compliance. Compliance by subcontractor, document counts, expired documents and what expires in the next 30 days.
COR & SECOR Readiness. The current score against the 80 percent pass mark, what is outstanding, and recommended next steps based on where the gaps are.
Reports now send on their schedule. The scheduler runs hourly and sends each report when its next run comes due, in your organization's timezone.
A Send now button on every report. It uses exactly the same path as the scheduler, so what you check by hand is what your recipients receive, and it does not disturb the next scheduled send.
Archived report PDFs can be opened from the Recently sent list.

Changed

All six new reports share one layout, so a training report and a subcontractor report read like they came from the same product.
A report that fails to generate is recorded as a failed run rather than disappearing quietly, and its schedule still advances so one bad run cannot become a stream of duplicate emails.

v2.299July 28, 2026

Custom reports, part one

The Reports section is now a report builder. Create as many reports as you need, of any type, on any schedule, scoped to the organization or a single project.

Added

Build your own reports. Choose the type, name it, decide whether it covers the whole organization or one project, set the schedule, and pick who receives it. Create as many as you need, including several of the same type on different schedules.
Schedules now include daily, weekly, every two weeks, monthly, quarterly and custom. Custom covers a fixed day of the month, such as the 15th, or a repeat such as every three weeks on a Tuesday. A day later than a short month has is moved to that month's last day.
Recipients can be chosen from your team, entered as email addresses, or set to everyone in the organization or everyone on the project. The two group options are worked out fresh each time the report is sent, so new people are included automatically and anyone deactivated drops off.
A Recently sent archive on the Reports page, with the original PDF of every report that has gone out, so you can reopen exactly what an executive received last quarter rather than regenerating something similar from today's data.
Reports can be paused and resumed without losing their setup, and deleting one keeps everything it has already sent.

Changed

The fixed, pre-made reports have been replaced by the builder. Safety Review, Observations, Corrective Actions and Leading vs Lagging are now report types you can create as many of as you like.
Any previously configured report schedules have been switched off so nothing sends twice. Rebuild the ones you want in the new Reports section.
Every picker that chooses people now shows active members only. This covers report recipients and the approvers in Organization Settings, so a report can no longer be addressed to someone who has left.

v2.298July 28, 2026

Better handling of names during import

Separate first and last name columns are joined properly, and a combined column written as "Smith, John" is turned the right way round.

Fixed

A name column written surname first, such as "Smith, John", is now imported as "John Smith" rather than being stored back to front.
When a spreadsheet has both a combined name column and separate first and last name columns, the separate columns are now used. They are unambiguous, whereas a combined column has to be interpreted.
Extra spaces in and around names are tidied up on import, so a stray double space in a spreadsheet does not carry through to the person's profile.

v2.297July 28, 2026

Importing a wide spreadsheet no longer fails

Workforce schedules with a column per date could fail to import with a message about the file being too long. They now import normally.

Fixed

A wide spreadsheet, such as a workforce schedule with a column for every date, no longer fails with "The document was too long or dense to analyze in one pass". Columns are now matched in small groups, so the width of your file no longer matters.
Obvious columns are now recognised instantly without going to the AI at all. On a typical 77-column schedule only three columns need interpreting, which makes matching faster and far more reliable.
Date and schedule columns are recognised as such and skipped, with a note telling you how many were found, so only the people details are imported.

Changed

If automatic column matching is ever unavailable, the import no longer stops. You get the mapping screen with every column listed and set them yourself, and the import works exactly the same.

v2.296July 28, 2026

Import your whole workforce from a spreadsheet

Bring your people across from whatever Excel or CSV file you already keep. The columns are matched for you, you confirm the mapping, and hundreds of people can be imported at once.

Added

Import from file, on the Users page, for owners and admins. Drop in the .xlsx, .xls or .csv you already use. There is no template to download and no reformatting to do.
Your columns are read and matched to the right fields automatically, with a confidence rating and a plain-language reason for each one, and every match can be changed before anything is imported.
A review step before anything is written: edit any name or email inline, select multiple people and assign them a position, a project or a role in one go, and see at a glance how many rows will import and how many need attention.
Anyone already in your organization is flagged before the import runs, with the choice to skip them or update them from the spreadsheet, either one at a time or all at once. An import never changes an existing person's access level.
Positions and projects named in your spreadsheet that do not exist yet are listed, and can be created and assigned in one tap.
Positions and projects assigned during the import are applied the moment each person accepts their invitation, so their training requirements are right from day one.
Invitations are held back until you are ready. Nothing is emailed during the import; you send them when it suits, so a 300-person import does not fire 300 emails while you are still checking the result.

v2.295July 28, 2026

Project training requirements can now be set by position

A project requirement can apply to everyone on the project, or only to the positions that actually need it, such as supervisors or safety personnel.

Added

Project-Specific Training in Settings now asks who each course applies to. Choose Everyone on the project for a client site orientation, or Specific positions for a supervisor competency or a ticket only the safety personnel need.
The project card now groups requirements into everyone-requirements and by-position requirements, and names the positions each scoped course applies to, so the setup can be checked at a glance.

Changed

The training matrix, crew readiness, My Training and the profile page all now apply project requirements only to the people they are meant for. A supervisor ticket no longer shows as a gap on a labourer's row.
A worker with no position on file receives the everyone-requirements only. Guessing at an unassigned worker's position would either invent a gap or hide a real one, so only what is actually known is applied.
Subcontractor compliance counts the everyone-requirements only, since subcontractor workers do not hold positions in your organization and a position-scoped requirement cannot be evaluated for them.

v2.294July 28, 2026

Reports awaiting approval now appear in My Tasks

Approvers see reports waiting on their signature in their task list, with how long each one has been waiting.

Added

A Reports awaiting your approval section in My Tasks. Each entry shows the report number, when the investigator signed it, and how many days it has been waiting, and opens straight to the review and sign screen.
A report that has been waiting a week or more is highlighted, because a report sitting in a queue is holding the investigator up and blocking the finalized record.
Reports that have been sent back and re-signed show which round of review they are on.

v2.293July 28, 2026

Signing is now the only way to finalize a report

The separate finalize button has been removed. The investigator signs, and that signature either sends the report for approval or finalizes it.

Changed

The Finalize and lock report button has been removed. A report is finalized by signing it, so there is no longer a way to lock and issue a report without the investigator putting their name to it. If you are the designated approver, your signature finalizes it directly; otherwise it goes to the approver.
Any unacknowledged AI review notes are now raised at the moment of signing rather than at a separate finalize step, so they are seen before a name goes on the report.
While a report is out for approval the summary is locked and cannot be edited or regenerated. The approver is signing a specific document, so it must not change under them.

v2.292July 28, 2026

Digital sign-off and approval routing for investigations

Investigators now sign reports on screen, reports route to a named approver for final sign-off, and both signatures print on the finalized PDF.

Added

Digital sign-off on investigations. Before a report is finalized the investigator signs on screen. The signature is stored with their name, role and the exact server time, and prints in the sign-off block of the PDF.
Approval routing. Settings now has an Approvals section where an owner or admin names who signs off on completed items. There are two items to start: incident investigations, and equipment and maintenance. More will be added as features are wired up.
The approval loop. Once the investigator signs, the report goes to the named approver: a task appears in their My Tasks and an email is sent with a link. They read the full report, then either sign it off or send it back with a note on what needs fixing.
Sending a report back clears the investigator's signature (their sign-off applied to the version being changed), unlocks the report, emails them the comments, and shows those comments above the signature pad so they are read before it is signed again. Every round is kept as review history.
Reports that are not yet fully approved are stamped DRAFT on every page. They stay downloadable, since the approver has to read the real document, but they cannot be mistaken for the final record.

Changed

When the investigator is also the named approver, or no approver is set, one signature finalizes the report. This is recorded on the report and noted in the PDF audit trail so a reader can always tell how many people signed.
The PDF sign-off block now prints the drawn signature, the signer's name and job title as they were at the time of signing, and the UTC timestamp. A summary of the review rounds appears in the audit trail note.

v2.291July 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.

v2.263.0June 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.