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Forsite 2.2.2 - March 2025 Release Notes

Document Management UI Overhaul

This release delivers a complete overhaul of the Document Management section, bringing clarity and control to your compliance documentation.

  • Improved Document UI – A cleaner, more intuitive interface makes browsing and managing documents easier than ever.
  • New Search Bar with Enhanced Filtering – Quickly locate documents with smarter filtering and faster search results.
  • Audit History Revamp (Permits) – The Audit History tab has been rebuilt for clarity, giving you a more accessible trail of actions.
  • Permit Action Notes – Each permit action now supports adding a note, creating a clear audit trail of intent and context.
  • Permit-Specific Member Permissions – Assign granular permissions tied to individual permits, giving you more secure and controlled access.

These updates are designed to make document and permit tracking faster, cleaner, and more accountable.

Teams – Permit-Based Permissions

Teams now have more defined responsibilities and permissions around permits, improving accountability and approval workflows.

  • Approve/Decline Permits – Grant permission for certain roles to approve or reject permits.
  • Send Permits for Review – Assign who can send permits through the review process.
  • Receive Permits for Review – Define who is eligible to receive review requests.

This means tighter control and clearer workflows at every stage of the permit lifecycle.

Permits – Forms, History & Chaining

This update enhances how you create, manage, and connect permits and forms on site.

  • New Permit Templates – Start and End of Day checklist templates help standardize safe work routines.
  • Permit & Form Chaining – Automatically link related permits and forms for seamless workflow continuity.
  • Induction Templates for Sites – Create site-specific induction templates tied to permits, streamlining onboarding and safety compliance.

These enhancements help you work smarter, reduce repetition, and maintain site standards.

Company Onboarding – New Input Types & Fixes

We’ve added more flexibility and polish to the onboarding experience.

  • New Text Field Input – Add free-text questions to Company Onboarding, perfect for capturing open-ended responses.
  • Bug Fix: Resolved an issue where progress granularity incorrectly displayed in the onboarding approval header.

Small changes, big clarity—ensuring every onboarding step is informative, accurate, and smooth.

Summary of Changes

Document Management

  • Overhauled the Document Management Section.
  • Improved UI of Documents.
  • Added a Search bar with Improved Filtering mechanics.
  • Added a Notes field to each Permit Action button click.
  • Overhauled the Audit History tab of Permits.
  • Added Permit-Specific member permissions

Teams

  • Added "Approve/Decline Permits" permission.
  • Added "Send Permits for Review" permission.
  • Added "Receive Permits for Review" permission.

Permits and Forms

  • Added new Permit Templates with Start and End of Day checklists.
  • Added the ability to chain permits and forms together.
  • Added Induction Templates for Site-Specific custom Inductions.

Company Onboarding

  • Added new Input type - text for answering Company Onboarding.
  • Fixed a bug where progress granularity was shown on the Company Onboarding Approval header