Feature Release - October 2023: Bonus Release (v5.45)

by C.W. Holeman III

Due to Thanksgiving, Christmas & New Years coming up, we've shifted our schedule around a bit in order to continue delivering improvements & updates to Wisetail throughout the holiday season. This release would normally have come to you later in November.

Scheduled Reports Overhaul

We are rolling out a series of significant changes to Scheduled Reports to enhance security. See this article for further information.

Even more info available on The Drop.

Expiring Certificate Notification

Users can now receive notifications for upcoming expiration of certificates. Two new notification options have been created to make notifying users of upcoming certificates easier.

Certificate Advocate Role Ability

New role ability under that will let the individual with the ability receive notifications for
users in their audience who have certificates expiring in 1 week and 1 day.

User Profile Tiles in Reports

When viewing any report within the Wisetail platform you can hover your mouse over a row of data, and view a User Profile Tile. These values can be customized.

Screenshot 2023-10-24 at 2.11.10 PM.png

Profile Tiles will display profile field values regardless of permissions or visibility, including Invisible profile fields. So you need to be extraordinarily careful about which profile fields you select for inclusion in tiles.

Read more about this new functionality here.

Ontrack Changes

New Checklist Setting

Previously, any Active checklist could be accessed on-demand (permissions permitting) by using
the More Checklist dropdown in OnTrack. While this will still be true by default, OnTrack admins
will now have the ability to disable on-demand access, instead limiting fulfillment to only
pre-scheduled checklists.

Linked Modules in Checklists

We have expanded on our abilities to provide Learning in the Flow of Work with the newly added
ability to embed a link to a learning Module within a checklist.


We also made assorted minor updates and/or bug fixes in:

  • Admin Dashboard Widgets
  • Reports
  • General system upkeep
  • Enrollments
  • Mobile access
  • Multi-Language
  • ServSafe
  • Email
  • Merts
  • Scheduled Reports
  • Filtered Content
  • Dialogs
  • SSOs (UUID as SAML attribute)
  • Unified Editor
  • Observation Checklists
  • OnTrack
  • Certification



Feature Release Index


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