Release Notes

Nimonik releases features, bug fixes and performance improvements on a rolling basis. We have no downtime during releases. This page contains the past six months of changes as well as upcoming changes that may affect usage of the web or mobile application.

Please see our Change Management Policy here for further details.

Level	Description	Examples	Customer Notification
1	Very substantial changes that will change the core functionality of the platform.	Removal of Incidents module with no replacement	Minimum 6 months
2	Significant changes to the products that will alter documented workflows, how-to guides, and support manuals. These changes will substantially change the way users interact with the software.	Removal of Scheduler module and replacement with Internal Documents	Minimum 2 months
3	Small changes to functionality that will affect the workflow and the way the platforms are to be used	Deployment of Internal Actions, Change of terminology on certain buttons	Minimum 2 weeks
4	Bug fixes, security patches, upgrades to underlying software, and minor improvements to the web portal	Upgrade MySQL, Change a drop down to multi-select, Addition of new filters on a report, etc.	None – Release Notes

Upcoming Changes (next six months):

• CLCO page improvements: We will be making the same improvements to the CLCO page that we have recently made to the CO page (Freeze and filter by column  headings)
• Make external action names more descriptive: Document external action types will be changed from “new’ and ‘update’ to the following:
  • New Document
  • Amended Document
  • Revised Document
  • Repealed Document
• Improvements to creating audit from CO (Level 3): Nimonik will be improving the process for creating audits from COs, and simplifying the questions

Upcoming Changes (next six weeks):

• Global applicability: Account administrators will be able to assign a global applicability status and add notes to documents in the library. Documents marked as not applicable will be hidden by default for users (In Progress)
• Filter COs by column headings: Users will be able to filter their CO documents by each of the column headings in the CO table (In Progress)
• New and updated documents report improvements: We will be making a number of improvements to the performance, content, and appearance of the new and updated documents report (In Progress)
• Audit improvements: Based on feedback gathered over the summer, we will be making a number of improvements to the audit module

December 2023 Changes

• Introduce column heading menu and allow sorting – custom fields: Users can now click on custom field column headings to sort their COs in ascending or descending order
• Rename All New and Updated Documents Report – This report has been renamed to Library Report. We believe the new name is simpler and better reflects the content of the report
• Implement New Library Report Newsletter/preview Template – We have made a number of changes to improve the appearance of the newsletter version of the library report (here)
• Fix PDF export of Library Updates – The PDF export of the newsletter version of the library report has been updated to match the new template
• Change order and pagination to new and updated documents newsletter – In order to improve legibility, we have added pagination to the newsletter version of the library report (50 entries per page) and organized the data according to the hierarchy below:
  1. Jurisdiction
  2. Change type
  3. Status of changed document
• Remove limit on library report newsletter: Previously, this version of the report was limited to 200 entries due to performance concerns. This limit has now been removed
• Add Activity ID to Activity Section Items API: The activity ID of the parent document will now be returned in activity section items API calls
• Remove trial account creation button: The option to create a trial account has been removed from the Nimonik website. If you are interested in starting a trial, please contact info@nimonik.com
• Prevent users from deleting their accounts: We have removed the option to delete your account from the Nimoik website. If you would like to delete your account, please contact us at info@nimonik.com
• Bug fix: Restricted users cannot edit single clauses – A bug was sometimes preventing restricted users from editing clauses in their CLCOs. This issue has now been resolved
• Move existing CO page filters to column headings – custom fields: The user-type custom field filter that previously appeared at the top of the page has now been moved to the column headings
• System upgrades
• Various fixes, updates, and performance improvements

November 2023 Changes

• Allow users to reopen internal actions: Users can now reopen closed internal actions by clicking on the green checkmark
• New System Field Filters – Internal Actions: Users can now click on the ‘Internal Actions’ column heading to filter for
  • Documents with one or more outstanding internal actions
  • Documents with no outstanding internal actions
• New System Field Filters – External Actions: Users can now click on the ‘Assessment History’ column heading to filter for
  • Documents with one or more outstanding external actions
  • Documents with no outstanding external actions
• Performance Improvements – CO Page: Significant performance improvements have been made to improve the load time of the CO page
• Add total page count to paginated API results: We will now be including the total page count in the data returned by legal module API calls
• List register sections API: We have added a new API call that allows users to extract data about all of the clauses within a selected register
• Add created_at filter to register sections API: The results of the List register sections API call can now be filtered by their creation date
• System upgrades
• Various fixes, updates, and performance improvements

October 2023 Changes

• Add Pagination to all new and updated documents report: In order to improve performance, the results of the new and updated documents report will now b paginated
• Introduce column heading menu and allow sorting – system fields: Users can now click on system field column headings to sort their COs in ascending or descending order
• Move existing CO page filters to column headings – system fields: The system field filters that appeared on the CO page have been moved to the column headings
• Delete internal actions via API: Users can now bulk-delete internal actions using the API
• Add effectiveness assessments t the API: The following effectiveness assessment calls have been added to the API
  • List
  • Show
  • Create
  • Update
  • Delete
• New System Field Filters – Dropdowns: Filters have been added to the column headings of the following system fields:
  • Sub Category
  • Jurisdiction
  • Status
  • Track
• New System Field Filters – Dates: Filters have been added to the column headings of the following system fields:
  • Publish Date
  • Effective Date
  • Modified Date
• System upgrades
• Various fixes, updates, and performance improvements

September 2023 Changes

• Improve the appearance of CO page: We have rearranged the buttons on the CO page to provide a streamlined experience (more info)
• Bug fix: Library pagination not working correctly: A bug was preventing users from jumping to a specific page of the library. This has now been corrected
• Add select all option to external action bulk closure: A select all option has now been added to the bulk external action closure feature. When activated, this will select all of the actions on the current page
• Notification about SPC plugins on SPC document pages with link: The message that appears when users download SPC documents (China) has been updated to include information about the plugins that are required to read them
• Freeze column headings and bulk options at the top of the CO page: The column headings and bulk action buttons have now been frozen at the top of the page to move with you as you scroll through your documents. Coming soon we will make some additional improvements to reduce wasted space on the page.
• Add select all option to external action bulk closure: Users can now select all external actions on the page when performing bulk action closure. This change also fixes a bug that was occasionally causing some selected actions not to be closed.
• Add new version change type to New and updated documents report: Part of a larger series of changes and improvements to this report, users will now be able to filter for updates that correspond to new versions
• System upgrades
• Various fixes, updates, and performance improvements

August 2023 Changes

• API: list and filter legislation: Users will be able to use the API to extract information about legislation in the library. This information will be filterable by:
  • Jurisdiction
  • Industrial Sectors
  • Document Types
  • Topics
  • Document Status
  • Publishing Authority
  • Essential Documents
  • Nimonik upload date
  • Govournment publication date
  • First effective date
• Bug fix: Full text not appearing on document page: A minor bug was causing document text to be absent from the legislation pages of certain documents. This has now been corrected
• Add ‘generate results’ button to library page – A generate results button has been added to the library. Users will now be able to adjust all of the filters and then press this button to generate reslts.
• Fix FR and ZH translations on the library and CO pages: A number of translations were not appearing as expected. This has now been corrected
• List and filter legislation revisions:
• API: list and filter legislation revisions: Users will be able to use the API to extract information about changes to legislation in the library. This information will be filterable by:
  • Jurisdiction
  • Document Status
  • Publishing Authority
  • Essential Document
  • Govornment publication date
  • First effective date
  • Nimonik publication date
• Add clear filters option to the library page: Users can now use a ‘Clear’ button on the library page to completely clear all of the filters
• API: List Registers: Users will be able to use the API to extract information about the CO registers in their account
• Create a notification when document is connected: When one or more documents is connected, the responsible party in the child register will now receive an email  notification
• Add Nimonik Publication filter to the library page: This filter will return documents based on when they were added to the Nimonik database
  • Comin soon: we will show the Nimonik publication date of each document on the library page
• Bug fix: Documents outside of subscription appearing in new and updated documents report: A bug was causing documents with industrial sectors and topics outside of subscription to appear in the new and updated documents report. This has now been corrected
• Add Nmonik publication date filter to legislation revision API: The legislation revisions API will now be filterable by Nimonik publication date
• System upgrades
• Various fixes, updates, and performance improvements

July 2023 Changes

• Show creator of internal actions: The user that created each internal action will now be displayed on the internal action page
• Change the name for ‘facility’ in Chinese: In Chinese, facilities will now be referred to as ‘公司’. No changes have been made in English or French
• Attachment type custom fields: Users can now add attachments to the documents and clauses in their CO register with attachment-type custom fields (more info)
• Bug fix: Language issues at account signup: A bug was causing the UI to switch to English at various points during the account signup process. This has now been corrected
• Add Beta tooltip to clause filter in CLCOs: A beta indicator and explanatory tooltip have been added to the clause type filter on the CLCO page to reduce confusion about clause classification status
• Various fixes, updates, and performance improvements

June 2023 Changes

• Remove welcome emails: When a new Nimonik account was created, an automated email would be sent to the creator. In order to reduce spam and send more pertinent messages, these emails have been removed
• Bug fix: Incorrect assessment note in CO exports: Under certain circumstances, the wrong assessment note would be included in the assessment note column of the CO export. This issue has now been corrected
• Remove topic highlighter plugin: There used to be a plugin that would highlight topic names that appeared in the full text on the document page. Since this feature could be confusing, and was not providing any major benefit, it has been removed
• Bug Fix: CO page search bar: Previously, a bug was causing newly added documents to be omitted from CO search results. This has now been corrected
• Change the way redline comparison is shown: The criteria for redline comparison to be available on the document page have been changed so that it is available for a greater number of documents
• Increase the number of warning text characters in history of changes: The character limit for the text that appears in the ‘Action’ column of the history of changes table on the document page has been increased from 200 to 400
• Allow users to view and export a PDF version of the All new and updated documents report: A print to PDF button has been added to this report which will allow users to view and export it in a PDF newsletter format
• Rename ‘Essential’ and ‘Effective’ columns in the All new and updated documents report: The titles of these columns have been changed as described below, but please not that both have a tooltip which will show the complete title:
  • Essential – Replaced with a star icon
  • Effective Date – E.D
• Improve visibility of team members  (Manage teams page) – We have made the followig changes to this page
  • Next to each team, all members are listed
  • A read only version of the page i now accessible to non-admin users
• Change the default date filters for the All new and updated documents report: the default date filter for this report has been set as follows
  • When accessing the report from Nimonik – Previous 7 Days
  • When accessing the report from the monthly email – Previous month
• Add ‘Generate Report’ button to All new and updated documents report – This button will allow users to generate their report once they have finished setting all of their desired filters
• Improve Document Update Page: A number of improvements have been made to this page, including:
  • Adding the document title, status, and essential status
  • Showing the jurisdiction and publishing authority
  • Adding links to the document page, the clauses page, and the ‘Add to CO’ page
• Reduce the number of documents on the CO page: In order to improve load times, the number of documents on each CO page has been rduced from 100 to 50. We will be making further performance improvements to this page over the course of the summer, and once these are finished we will be showing 100 documents per page once again
• Improve visibility of team members (my profile page): We will now be showeing the list of teams that you belong to on the edit my profile page
• API: List and filter external actions: Users will be able to use the API to extract information about external actions. This information will be filterable by:
  • Date
  • Type
  • Responsible Party
• System Upgrades
• Various fixes, updates, and performance improvements
• Improvements to document processing tools

May 2023 Changes

• Bug fix: Returned to registers page when you clear a search in a CO: Previously when the user cleared a search in a CO, they were brought to the CO index page. This issue has now been corrected and users will be returned to the first page of the CO when they clear a search
• Add a document status filter to the library: A new filter has been added to the library page that allow users to filter for documents base on their in-force status
• Revers column sorting order in COs: Previously when the user clicked on a column heading the contents would be filtered first in ascending and then in descending order. This has been reversed so that users can more quickly see documents with more recent dates
• Add footer to the login page: The footer that appears on all other pages will no be shown on the login and account creation pages
• Rename the Library: The name of the library page has been changed from ‘Library’ to ‘Conformance Library’
• API: List and Show Activities: An API option has now been added that allows you to extract information about documents in your COs
• Rename compliance obligations: Compliance obligations (registers) have been renamed to CO registers across the platform
• API List Clauses: An API option has now been added that allows you to extract information about clauses in your CLCOs
• Allow account admins to make action closure and assessment notes mandatory: Account administrators can now make the following notes mandatory (more info)
  • Document and clause assessment notes
  • Internal action closure notes
  • External action notes
• Improve New and Updated Documents Report Export: We have made a number of improvements to the export of the all new and updated documents report, including:
  • Add a description column that shows the description of the new or updated document
  • Add a column ‘Industries’ column that shows the industrial sectors associated with the new or updated document (comma separated)
  • Add a ‘Publishing Authority’ column that shows the author of the new or updated document if available
  • Add a ‘Topics’ column that shows the the Topics of the new or updated document (comma separated)
  • Rename ‘Last document update’ column to ‘Update’
• Improve New and Updated Documents Report: We have made a number of changes to the All new and updated documents report, including:
  • Make the links open in a separate tab by default.
  • Add a description column that shows the first 200 char of the description of the new or updated document
  • Rename ‘Last document update’ column to ‘Update’
  • Add tooltips to each of the date columns
• System Upgrades
• Various fixes, updates, and performance improvements
• Improvements to document processing tools

April 2023 Changes

• Convert L2 topics to non-bullet list on documents page: Previously, each of the second level topics appeared as a separate bullet on the document page. They are now displayed in a coma separated list following their parent L1 topic
• Display 3rd level headings on nimonikapp: A bug was causing third level headings in CLCOs to be hidden. This has now been corrected and where applicable users can see up to three levels of headings in their CLCOs
• When the user arrives on the library page from a CO, indicate which documents are already present in the CO: An ‘In CO’ column now appears on the library page when it is accessed from a CO. Documents that have already been added to the CO will be identified by a number that correponds to the number of copies of the document that are present in the CO
• Improvements to monthly new and updated documents email: Some minor styling and formatting improvements have been made to the monthly new and updated documents email
• Page layout fixes (various): When the CSS framework was updated in March, a number of minor to medium impact issues with page layour and alignment were introduced. All medium level issues have now been corrected.
• Bug fix redline comparison stops working: The clause comparison feature in clause level external actions sometimes stopped working for older clauses when a new version was created. This issue has now been resolved.
• Get rid of collapse option on CO page: The feature that allowed users to collapse the CO table by clicking on the CO title or collapse icon has now been removed, as it did not serve any purpose.
• Various SEO improvements
• System Upgrades
• Various fixes, updates, and performance improvements
• Improvements to document processing tools

March 2023 Changes

• On track documents page remove unnecessary metadata: The track document page has been modified so that it only shows the COs that the selected document can be added to
• Allow users to enable CLCOs in all available languages: Users can now enable CLCOs in any language in which they are available, and receive updates.
• Add header to login page: The grey header that appears elsewhere on Nimonikapp will now also appear on the login page
• Update: CSS framework: We have done a sitewide update of css framework. While functionality should remain unchanges, you may notice some slight changes to the appearance of certain pages
• Bug fix: Incorrect obligation count for documents with multiple CLCOs: For documents with CLCOs enabled in more than one language, a minor bug was causing the incorrect obligation number to be displayed on the CO page. This has now been corrected
• Improve appearance of CLCOs page – Replace ‘info’: On the CLCO page, we were previously showing ‘info’ at the end of each clause we will now be showing
  • Read more: If the clause text is truncated and there is no complete thought
  • Complete though: If the clause has a complete thought associated with it
  • nothing: If the clause text is complete and there is no associated complete thought
• Change default user type to restricted: Previously, when a new user was added to Nimonik, their role would be set to general. Now, new users will be assigned the Restricted General User role
• Remove add documents page, allow users to bulk add documents from the library page: We have added selection checkboxes to the library that will allow users to select and add documents to multiple COs at the same time . This page will also be where users that click the ‘add document’ button in their COs are sent (more info).
• Add “News” document type: A new document type “News” has been added to Nimonik.
• Show publishing authority on Nimonik: For certain jurisdiction, Nimonik will now be showing the publishing authority in the following locations
  • Document page
  • Library page (filter)
  • CO (system field)
  • All new and updated documents report (filter)
• Make library page filters multi-select: users can now select multiple options in the following filters on the library page:
  • Jurisdiction
  • Industrial Sector
  • Document Type
  • Topic
• When accessing the library page from a CO, pre-populate filters: When you access the library page by clicking ‘Add documents’ on the CO page, the filter will be prepopulated to match the settings on the CO’s edit page
• Add toggle for non-selectable documents on library page: Non selectable documents are now hidden by default on the library page. In order to view these documents, users can now click on a toggle that has been added to the top of the page
• Various fixes, updates, and performance improvements
• Improvements to document processing tools

February 2023 Changes

• Bug fix: Co export contents shifted to the left: A bug was causing the CO export contents to the right of the track column to appear in the wrong columns. This issue has now been fixed.
• Allow users to set preferred jurisdictions and change types for monthly emails: Users can now customize their monthly new and updated documents emails by selecting their preferred jurisdictions and change types (more info)
• Remove complete thoughts that match clause text: We have removed all complete thoughts that are simply duplicates of their associated clause text. Now, a complete thought will only be shown if it adds additional context to its clause.
• Add Filter and essential document column to all new and updates documents report and exports: A new column has been added to the report that indicates whether or not each document has been flaged as ‘essential’ by the Nimonik content team. Users can also filter the report so that only essential documents are shown (more info)
• Various fixes, updates, and performance improvements
• Improvements to document processing tools

January 2023 Changes

• Make responsible party dropdowns auto complete: In COs and CLCOs, when the user opens the responsible party menu, they can begin typing to narrow down the list
• Show audit attachments in audits: Audit attachments can now be viewed on the audit page by clicking ‘Description & Attachments’ (more info)
• For SSO enabled accounts, all email links should point to the SSO URL: If an account is subscribed to single sign on, all email links should point to the SSO URL. A number of emails previously contained incorrect links, but this issue has now been resolved.
• Add document status and link to document page to CO exports: Two additional columns have been added to CO exports:
  • Status: Shows the in-force status of the document
  • Document Page: Shows the URL for the document page in the Nimonik library
• Allow the content team to manually add new documents to the monthly digest: The content team now have the power to manually flag new documents for inclusion in the monthly new and udated documents email. This will allow them to ensure that all relevant documents are included
• Improve the appearance of the monthly digest: We have made the following changes to the monthly new and updated documents email:
  • Increase the width of the table.
  • Change the colored column from ‘Document’ to ‘Change Type’
  • Add an ‘Update’ column which shows the action text associated with changes
• Various fixes, updates, and performance improvements
• Improvements to document processing tools

December 2022 Changes

• Enable CLCOs in bulk: Users can now select multiple documents in their COs, and enable CLCOs for them as a bulk action (more info)
• Make CLCO selection active at all times: Like the CO page, the selection checkboxes on the CLCO page are now visible at all times. This means that users will no longer need to click on ‘select clauses’ to enable them.
• Add account administrators to user menus in COs and CLCOs: The responsible party and user type custom field drop-downs on the CO and CLCO pages have been updated so that they now include the following (more info):
  • All account administrators
  • General and restricted users that appear in the ‘Share with’ field on the CO edit page
  • User teams that appear in the ‘Share with’ field on the CO edit page
• Bug fix: Internal action counters incorrect for general and restricted users: For general and restricted users, the CO and CLCO internal actions counters were only showing the number of actions assigned to them. This has now been corrected, and the counters will show the total number of internal actions for the document or clause
• Apply filter by default on internal and external actions pages: When a user arrives on one of the two actions pages, the will now be filtered by default for actions assigned to them. They can use the responsible party filter to view actions assigned to teams and other users.
• Allow users to add attachments to audits: On the audit edit page, users can now add attachments (more info)
• Add clause ID column to CO exports: A column has been added to CO and CLCO exports to show the unique ID associated with each clause
• Show attachments in audit reports: Audit attachments will now be shown in audit reports (more info)
• Bug fix: Bulk enable CLCO: A bug was only allowing CLCOs on the current page to be enabled as a bulk action. This has now been fixed.
• Various fixes, updates, and performance improvements
• Improvements to document processing tools

November 2022 Changes

• Add L1 topics to topic filters: Previously, the topics filters on the CLCO and library clause view pages only contained L2 (granular) topics. These filters have now been adjusted to include the more general L1 topics which include things like ‘Environment Management’, ‘Security and Public Safety’, and ‘Energy Management’ (more info)
• Add more dates to the all new and updated documents report: This report now shows, and can be sorted and filtered by, effective date, government publication date, and Nimonik upload date (more info)
• Increase the number of visible topics: Previously, only the first 50 L1 and the first 50 L2 topics assigned to a document would be displayed on Nimonik. This restriction has now been removed, and all assigned topics will be displayed.
• Change which column is coloured in all new and updated documents report: Previously, the title column was coloured red, yellow, or green to indicate the change type. Now, the change type column is coloured. This change increases the readability and clarity of the report.
• Bug fix: special characters: The & character was appearing incorrectly in a number of places. This issue has now been fixed
• Show more clause text before truncating: The amount of text that is visible in the ‘Original Text’ column on the CLCO page has been increased by 25%.
• Add home option to top menu: a ‘Home’ option has now been added to the left-hand side of the grey menu that appears at the top of the page. Clicking on home will return the user to the facilities page.
• Add link to Facility CO page from CO: The facility name that appears at the top of the CO page has been turned into a hyperlink. If the user clicks it, they will be brought to the CO page of the facility
• Various fixes, updates, and performance improvements
• Improvements to document processing tools

October 2022 Changes

• 4-Class Clause Classification: CLCO clauses can now be classified as one of the four options below. You can filter by classification on both the CLCO page and the clause view of documents in the library (more info)
  • Obligation 
  • Applicability
  • Obligation for Government
  • Information
• Library page improvement: When users first arrive on the library page, no documents will be displayed. Once they use the search bar or filters, matching documents will be displayed. This will dramatically improve the speed of the library page, particularly for accounts that subscribe to multiple jurisdictions (more info)
• Make topic highlighter work in FR and ZH: When looking at the full text of a document on the document page, if a match is found for one of the topics in the current language, it will be highlighted.
• Equivalent terms : The Nimonik content team can now add ‘equivalent terms’ for topics that can be referred to by multiple names. These equivalent terms will be used for AI classification, but will also be included in the topics highlighter tool that is available on the document page. If a topic has equivalent terms, they will be shown in a tooltip wherever the topic is visible (more info)
• Open actions in new tab: When a user clicks on the title of an action on the internal or external actions page, the action will be opened in a new tab.
• Update description of all new and updated documents report: The description that appears at the top of both the report and monthly newsletter has been updated to more accurately describe which documents are included.
• Topics Cleanup: As part of a larger project to improve and simplify document classification, a number of topics flagged by our content team were removed.
• Various fixes, updates, and performance improvements
• Improvements to document processing tools

September 2022 Changes

• Add two decimal places to calculated scores: Calculated scores, such as compliance level, will now have two extra decimal places. Fore example, a score of 55% will now be 55.00%
• Allow account admins to edit and delete internal documents: Account administrators can now edit and delete the internal documents in their account (more info)
• Tighten user restrictions for COs: While restricted users will still be able to assess documents and issue internal actions, they will no longer be able to do the following (more info)
  1. Create new COs
  2. Access the Edit page of existing COs
  3. Add and delete CO custom fields
  4. Show and hide CO system fields
• Sort COs by column : Users can now click on some CO column headings to sort COs (more info)
• Allow Account Admins to Delete CLCOs: Account administrators now have the option to delete CLCO records and all associated actions (more info).
• Include custom fields in exports of internal actions report: When you export this report, any custom fields associated with your audit template internal actions will be included (more info).
• Various fixes, updates, and performance improvements
• Improvements to document processing tools

August 2022 Changes

• Allow users to customize audit scoring : Users can now set assessed compliance and compliance impact for the blue, green, red, and yellow audit assessment options on the template edit page. When score is calculated, the risk is multiplied by an audits items assessed compliance and compliance impact to produce a score (more info).
• Update scoring calculations: Scoring calculations have been adjusted to work with assessed compliance and compliance impact (more info).
• Allow users to specify which CO columns are visible: Users with editing rights can now use the ‘Show/Hide System Fields’ page to adjust the columns that appear in COs (more info).
• Add tooltips to risk matrix to indicate colour: Tooltips indicating cell colour have been added to the risk matrix to make Nimonik more accessible for users that may be visually impaired.
• Add column to corrective actions report that shows assessment: The thin coloured line that used to indicate audit item assessment in this report has been replaced by a dedicated column. This column contains a coloured circle indicating the selected assessment option with a tooltip for users that may be visually impaired.
• API changes for scoring calculation updates: API endpoints related to audit scoring have been updated to work with assessed compliance and compliance impact. If you are interested in learning more about Nimonik’s API capabilities, click here.
• [BUG] General users can see management reports by entering URL: General and restricted users can no longer access any reports other than the all new and updated documents report. A report option has been added to the top menu to allow them to access this report more easily.
• Audit scoring terminology update: A number of terms related to audit scoring have been updated. Notably ‘weight’ (formerly risk) and ‘compliance level’ (formerly score). For more information on audit scoring, click here.
• [BUG] Red-Line Comparison not working for certain clauses: A minor bug was causing red-line comparison to be unavailable for certain clause level updates. The issue has now been corrected.
• Set assessed compliance and compliance impact for pink assessment option: Users can now set assessed compliance and compliance impact for the pink assessment option. This change will facilitate customizations to audit scoring (more info).
• Add links to help page on audit scoring: Wherever users can see or adjust audit scoring, we will not be showing a link to the help page that explains how calculations are done.
• Add tooltips to show how scoring is calculated: In reports where audit scoring is shown, a tooltip has been added that displays the equation used to calculate it
• [BUG] Custom fields not being included in search results correctly: Due to a bug, only custom field text that was populated using the bulk edit feature was being included in search results. Now search will include matching custom field content that was added both individually and in bulk
• Various fixes, updates, and performance improvements
• Improvements to document processing tools

July 2022 Changes

• CO Custom field order should match directory: The order of custom field in COs is now the same as the order set by account administrators on the custom field directory page (more info).
• Bug fix: Select all is not working as expected when one or more filters is applied (CO/CLCO): Selecting all after applying a filter to documents or clauses, would select all clauses in the CO or CLCO, not just those that matched the filter criteria. Now selecting all will select all documents or clauses on the page, with the option to select all documents or clauses matching current filter criterial.
• Add tooltips to the coloured circles on the CO assessment option settings page: Tooltips indicating colour were added to the page to assist users that may be visually impaired.
• Replace Assessment colour indicator in document and clause assessment report with assessment option titles: The coloured circles that appeared in this column were replaced with the corresponding assessment option titles. This change was made to make the report clearer and more accessible for users that may be visually impaired.
• Various fixes, updates, cleanup, and performance improvements
• Improvements to document processing tools

June 2022 Changes

• Use Directory Custom Fields with COs and CLCOs: User can now select directory custom fields to be included in their COs. As part of this change, existing CO custom fields were converted to directory custom fields and the ‘manage custom fields’ page was introduced (more info)
• Introduce multiple choice type custom fields: A new type of custom field was introduced that allows users to choose from a set of pre-selected options (more info)
• Allow users to reorder directory custom fields: Account administrators can now re-order directory custom fields by dragging and dropping them. The order in which custom fields appear in the directory will determine their order in COs (more info)
• Allow account admins to determine which custom fields appear on the audit index page: Account administrators can now use the ‘Add/Remove Custom Fields’ option to display custom fields on the audit index page (more info)
• Bug fix: changing Assessment will close CLCO external actions: Changing a clauses assessment was closing all outstanding external actions. This was corrected, and there is no longer any link between external actions and clause assessment.
• Various fixes, updates, and performance improvements
• Improvements to document processing tools

May 2022 Changes

• Send weekly email summary of Internal actions: Nimonik will now send a weekly email summarizing outstanding internal actions. The specific contents of the email are determined by user type (more info).
• Remove “Selected Clauses” Feature from CO page: The selected clauses feature allowed users to see the first five assessed clauses of a CLCO on the CO page. This feature was removed because it was not very useful (most CLCOs have hundreds of clauses) and to improve the performance of the CO page.
• Add column showing closure status to action reports exports:  A column was added to the internal and external actions reports that indicates whether each action was closed on time, closed late, is overdue, is pending.
• Show audits dates: Audit start date, audit date, audit completion date, and the final corrective action closure date were added to the audit page, the audit index page, audit reports, and audit exports (more info).
• Bug fix: Prevent SSO users from changing their login info: If an SSO user edited their email address or name, they would no longer be able to access their account through SSO until the changes were undone. To prevent this, user information can no longer be edited by users that have logged via SSO.
• Make teams behave like users in CO responsible party and user-type custom field drop-downs: Only teams that have been granted access to a CO will appear in its responsible party and user-type dropdowns.
• Move CO Category and Sub Category to Columns: Category and sub category were converted to columns in COs. Their values can now be edited in the same way as text type custom fields (more info).
• Make CO and CLCO tables 100% width: The width of the CO table was expanded to occupy the entire page. This will allow users to see more information without scrolling.
• Increase number of rows on CO/CLCO page to 100: The number of rows per page was increased from 30 to 100. This will allow users to see more content without changing page.
• Add Document Status column to COs: The ‘Status’ column indicates whether a document is proposed, in force, repealed, etc.
• Allow users to select which custom fields are visible in audits: Users with editing access to an audit template can now select which custom fields will be included in the audits generated from it (more info).
• Add custom fields to audit template internal actions: When an internal action is created from a template, the selected custom fields of that template will now be included in the action (more info)
• Use directory custom fields for audits: Users can now select directory custom fields to be included in their audits at the template level. As part of this change, all existing audit custom fields were converted to directory custom fields (more info).
• API changes for audit custom field improvements: API endpoints were added and adjusted to accommodate directory custom fields. If you are interested in learning more about Nimonik’s API capabilities, click here.
• Show final corrective action closure date: A new date was added to audits that indicates when the last corrective action was closed (more info).
• Various fixes, updates, and performance improvements
• Improvements to document processing tools

April 2022 Changes

• Add description to company custom fields: Users can now add a description to custom fields that will appear as a tooltip in COs (more info).
• Change title of ‘Facilities Managed’ section on edit user page: There were two sections on the user edit page titles ‘facilities’ one to display the facilities that had been shared with the user, and the other to display the facilities that they could manage. The title of the second section was updated to ‘Facilities Managed’.
• Add user and risk type custom fields to custom fields directory: Account admins can now create and edit risk and user type custom fields in the directory (more info)
• Add tooltip to Responsible Party Column header in COs and CLCOs: An explanatory tooltip was added to the responsible party column header in COs and CLCOs
• Various fixes, updates, and performance improvements
• System upgrades
• Improvements to document processing tools

March 2022 Changes

• Create Custom Field Directory: Create a central directory when account administrators can create and manage custom fields for the entire account (more info)
• Remove the Delete and edit option on single documents in COs: CO documents can now be edited only using the bulk edit interface.
• Allow users to clear risk column values in COs and CLCOs: Add a clear option to the edit modal for the risk column.
• Remove Scheduler Module: The scheduler module has been completely removed from Nimonik. For more information on how your data will be migrated, click here
• Include Risk, Likelihood and consequence in CO exports: If a CO includes a risk column, exports will contain three additional columns. One for the numerical risk value, one for the selected likelihood, and one for the selected consequence.
• Show document extract on document page: Nimonik is now using artificial intelligence to generate document extracts. When available, these extracts will appear on the document page (more info)
• Remove Incidents Module: The incidents module has now been removed from Nimonik. The owners of accounts that were using this module should have been sent an export of all of their incident data by their Nimonik account manager.
• Add Responsible Party filter to COs and CLCOs: A dropdown has been added to the CO and CLCO pages that will allow users to filter by responsible party (more info).
• Add User-Type custom field filters to COs: Dropdowns have been added to the CO and CLCO pages that will allow users to filter by user-type custom fields (more info)
• Allow account admins to transfer permissions from one user to another: An option has been added to the edit user page of general and restricted users to transfer their permissions to a different user or team. When deleting a user that has permissions, a prompt will appear that will allow users to transfer their permissions first (more info)
• Include Connected Custom Fields Data for CLCOs in Exports: Connected custom field contents will be included in all CO exports.
• Include Clause type in CO exports: Clause type (obligation, non-obligation) will be included in all CO exports.
• Bug: Checkboxes do not work on document search results: The checkboxes that allow users to select documents were could not be used when viewing search results. This has now been corrected.
• Various fixes, updates, and performance improvements
• Improvements to document processing tools