In addition to various performance improvements, user interface updates and error corrections, this release will also include:
Desktop Hosts
New Project Finder
Kahua's project browse function has a new look and name! Now called Project Finder, the new interaction makes it easier to navigate up and down the project hierarchy. Individual projects can be starred to add to the quick access My Projects list. For project managers, click the edit icon by the project name to edit project details straight from Project Finder. The first time a user opens the Project Finder, they will be guided through a short tutorial.
Local Files Updates
We've made several changes to how tasks are processed to improve performance and better handle pending tasks when a user signs out. We've also added and clarified messaging around folder/file deletion and user permissions.
Multi-Edit and Multi-Delete
On lists with multi-select enabled, added shift+click on records to select a range and ctrl+click to select records without needing to click the checkbox directly.
We have also added Multi-Edit and Multi-Delete functionality to the following apps:
Budget
Employee Profiles
Expense Contracts
Funding Contracts
OmniClass Codes
Issues
Sub RFIs
Meetings
The Meetings app will be updated with several pieces of new functionality. Due to the data migration involved with these changes, this functionality will not be released until after our data center move via a weekend maintenance update in January 2020. Changes include:
- Ability to add References to Action Items from Meetings
- Promote an individual meeting into a series
- Within a series, the ability to copy data from any previous meeting, not just the most recent
- Ability to set a meeting status
- Updated handling of Action Items that span multiple meetings
- Added a Due Date field to Meeting Items
- Added ability to confirm/reject that an Action Item is Complete
- Updated the “Prepared By” field to allow more than a single person
- Multi Edit/Delete
Packaged Submittals Workflow Update
For customers with the Kahua Packaged Submittals workflow extension, the workflow has been updated to permit sequential review for Consultant reviewers. This provides complete flexibility for when and who reviews a Submittal. Checking the ‘Sequential Review’ checkbox allows a user to define the order in which consultant reviewers receive a task. When using this functionality, the first reviewer MUST complete their task before the submittal is sent to the second reviewer. If the Consultant Reviewers have the same Order value, they will receive the task simultaneously and it will only require one of the users to respond to move on, unless the ‘Response Required’ checkbox is checked. In that case, the reviewer must respond before the record will proceed. Prior to any Consultant Reviewers receiving tasks, the Official Reviewer must start the consultant review and also has the option to end the consultant review at any time.
DocuSign History
The DocuSign Envelope events are now available in the History of Kahua documents so users can determine the exact status of any document that has been sent via DocuSign.
When a document is sent to DocuSign, the envelope events are surfaced in Kahua as the document moves through the DocuSign approval process. In the example below, a document has been sent for approval to three contacts. It has been approved by the first contact and is has been sent onto the second. It has not yet been sent to the third and final contact.
Invitation Templates
We are focusing on making the process of onboarding new users easier and more powerful. With the 2019.8 release we’ve put in place all the infrastructure for these improvements and they will be enabled in an upcoming maintenance release. For detailed information on the Invitation Template functionality, please see our Knowledge Base article.
Mobile Hosts
iOS:
- Fixed issue where deleting a reference file in a record would automatically close the record rather than saving the change
- Updated views when workflow is enabled on Daily Reports application to match the base application views
- Fixed issue where Daily Reports - Equipment records could not be edited when assigned as a task
- Fixed issue viewing PDFs when the Send or Send for eSignature functions are initiated in an application
- Fixed issue duplicating a task if the Save button is pressed twice
- Fixed issue where page title would not refresh after viewing the history of a record
- Updated Contacts application to improve button formatting
- Fixed issue where viewing certain .dwg files would crash the host
- Fixed issue where viewing certain image files would crash the host
- Updated code to support in line adding of a person to the database
- Fixed crash when deleting a submittal record
- Fixed issue where a task would display as an empty record when it is recalled
Android:
- Fixed issue where deleting a reference file in a record would automatically close the record rather than saving the change
- Updated views when workflow is enabled on Daily Reports application to match the base application views
- Fixed issue where Daily Reports - Equipment records could not be edited when assigned as a task
- Fixed crash when attempting to view PDFs when the Send or Send for eSignature functions are initiated in an application
- Fixed issue duplicating a task if the Save button is pressed twice
- Fixed issue where page title would not refresh after viewing the history of a record
- Fixed button rendering issue in My Settings
- Fixed issue where the subject line and body of text in Messages were not displaying properly
- Fixed crash when opening a task
- Fixed crash when opening a submittal item
- Fixed issue where Recall confirmation on a task would display twice
Kahua Host Updates
All Kahua hosts have been updated with various enhancements and bug fixes. The Windows host will automatically update upon first launch after the release.
Download the appropriate app for your device: