As a SaaS (Software as a Service) application, Qualio releases major and minor changes to features and functionality on a semi-regular basis. Product Release Notes are available within Qualio by clicking the gear icon and viewing Product Changes. Additionally, Quality Users are notified by email of major changes that require a 30-day validation period.

The Qualio Help Center is updated to reflect new features, bug fixes, knowledge gaps, and best practices as features are released. These Help Center Release Notes are provided to Quality Teams as a helpful reference for what has been changed in the Help Center the previous month. While some customers create separate (and detailed) work instructions for their users, we recommend “least burdensome approach” by referencing article URLs.

Each listed item will be ranked with Qualio’s proposed impact on customer documentation. However, customers should carefully consider each item based on their documentation and what they believe needs to be updated or added. Each item will also be flagged as a new article or updated article.

Impact	Description
No Impact	No perceived impact to customer documentation.
Low Impact	Low chances that customers have previously documented features, but may need to be clarified.
Moderate Impact	Likely that customers have documented functionality, but changes won’t immediately affect end-users. Potential documentation changes can be logged for next review.
High Impact	Changed or new functionality which immediately impacts end-user experience. Documentation changes should be immediately considered.

Documents & Training Plans

Document Templates
- Document Prefix & ID (Updated)
  - Document prefixes have a 75 character limit.
- The following legacy Document articles were retired. Traffic is being redirected to the current article and information. (Retired)
- No impact

Retired Article	Redirects to:
Document Prefixes	Document Templates
Navigating documents in Qualio	Document Lifecycle & Overview
How to sort Documents	Document Workspace & Library
How to create and manage document templates	Document Templates

Transitioning to New Editor (Updated)
- Removed “Tables and images can’t be within lists” as that is now added functionality.
- Added FAQ about attachment sections converting to text section and attachments becoming inline attachments. (This was identified in the article, but adding clarity.)
- Removed: Find & Replace feature
- Added: How to copy/paste tables into numbered lists
- Added: Convert drafts to new editor
- Added: table width dragging is available
- Low impact
Document Editor Functionality Highlights (NEW)
- Collates information regarding the new Document Editor from several sources.
- No impact
Training Plans
- Training Plan Workflow - Training Plans cannot be restored after they are retired. (Updated)
- Updated Training Matrix image (Updated)
- Added User and Document Management impact to Training Plans & Training Records (NEW)
- Added Troubleshooting Tips (NEW)
- Moderate impact
Training Plans Tips & Tricks Webinar (NEW)
- Includes webinar recording and Q&A
- No impact

Events, Suppliers & Design Controls

Event Permissions feature release
- Several articles were updated to support the release of this new feature in January ‘23.
  - User Permissions > Change User Event Permissions (NEW)
  - Manage Users > Change User Role & Settings (Updated)
  - Audit Trail Overview > User Management (Updated)
  - Event Lifecycle and Overview > Event Permissions (Updated)
  - Event Templates > Access Event Templates (Updated)
- High impact
Event Reporting (Updated)
- Added section: Analyze event data and create charts and graphs in Excel, Google Sheets, or slide decks
- No impact
Managing Suppliers (Updated)
- Exporting suppliers has two new options: Export Full View to XLXS and Export a single Supplier
- Removed FAQ entries related to future product enhancements.
- No impact
Design Controls January Usability Release (Updated)
- Updated screenshots on several articles to support the January ‘23 release.
  - Design Controls Overview
  - Navigating Design Controls
  - Review Workflow > Creating a New Review
- Low impact
Develop your Product Documents in Qualio (Updated)
- Add clarifying information and additional context to several listed document types.
- No impact

Reports, SSO,

Audit Trail Overview(Updated)
- Training Plan entries added
- Supplier entries added
- No impact
How to export the audit trail (Updated)
- Minor changes and clean up.
- No impact
How to enable SSO with Azure (Updated)
- Clarified instructions and added key context and troubleshooting tips.
- No impact
How to enable SSO with OKTA (Updated)
- Clarified instructions and added key context and troubleshooting tips.
- No impact

Best Practices & Other

Conducting Effective Management Reviews (NEW)
- Hosted a customer webinar and posted recording to Help Center along with additional tips and tools.
- No impact
Qualio and GDPR, HIPAA, & Part 11 Compliance (Updated)
Clarification added regarding Part 11 Compliance and e-signatures.
- No impact
Password Policy Details & Instructions(NEW)
- Created a new article that combines all password related details important to customers.
- Low impact
Legacy Validation Method articles (Retired)
- Any article describing the legacy method of validation was retired. Qualio now only supports the new method of validation. Traffic is being redirected to the current article and information.

Retired Article	Redirects to:
Qualio Validation 101	Executing Qualio Validation
How to perform User Acceptance Testing	Qualio Validation Overview
How to setup templates for validation	Executing Qualio Validation
FAQ - Qualio Validation	Qualio Validation - FAQ