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Forsite 2.2.0 – January 2025 Release Notes

Company Onboarding Fix

Ensuring a smooth onboarding process is critical, and this update resolves a key issue with Service Provider Details visibility.

  • Bug Fix: Service Provider Details were not displaying correctly on the Company Information page—this has now been fixed, ensuring all relevant company data is visible and accessible during onboarding.

This fix removes bottlenecks, improves data visibility, and keeps the onboarding experience smooth and efficient.

Permit Management Enhancements

Feature Update Description:
Permits play a critical role in site compliance, and with this update, managing them is easier, more transparent, and more flexible.

  • New Permit Management Page – A central hub to track, manage, and review permits in one place.
  • Permit Audit & History Log – Keep track of every action taken on a permit for full compliance visibility.
  • New ‘Completed’ Status – When work is finished, permits can now move into a ‘Completed’ state, requiring a manual closure process.
  • Closure Workflows Introduced – A structured permit closure process ensures proper sign-off and compliance tracking.
  • New Permit Templates – 6 additional Permit Templates have been added to the Template Store to support a wider range of use cases.
  • Extend Expiring Permits – Manage ‘Valid’ permits by extending expiration dates as needed.
  • Suspend Permits – A new ‘Suspend Permit’ action has been introduced for greater control over active permits.
  • New ‘On-Hold’ Status – If work is paused, permits can now be moved to an On-Hold state instead of being closed.

These changes give you more flexibility, better record-keeping, and a streamlined workflow to handle permits from start to finish.

Teams & Role-Based Access Controls

Managing teams and permissions just became smarter and more structured. This update introduces a Role-Based Access Permissions system, allowing you to delegate responsibilities and access levels across your organisation.

  • New Role-Based Access Permissions System – Assign and restrict permissions based on user roles, ensuring teams only access what they need.
  • Teams Feature Introduced – Organise company members into Teams based on function, responsibility, and security level.
  • Team Positions Added – Assign specific roles within Teams, giving finer control over who manages what.

With this release, access control is clearer, onboarding is faster, and managing user responsibilities is more efficient than ever.

Summary of Changes

  • Teams
    • Added a new Role-Based Access Permissions system.
    • Added 'Teams' to organize members of your company by responsibility and access level.
    • Added 'Team Positions' to delegate responsibility and access within Teams.
  • Permits
    • Upgraded our Permit Management system, adding a Management Page and Permit audit/history log.
    • Added 'Completed' status to permits, where a manual 'Closure' process is now available.
    • Added 'Closure' workflows to Permits.
    • Added 6 new Permit Templates to the Template Store.
    • Added the ability to Manage 'Valid' permits to extend expiration dates.
    • Added the 'Suspend Permit' action to 'Valid' Permits.
    • Added an 'On-Hold' state to Permits.
  • Company Onboarding
    • Fixed an issue with Company Onboarding where Service Provider Details were not displayed on the Company information page.