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🚀 August 02-19, 2024

  • Enhancement: A review period filter has been added to the dashboard, report, and strategic plan screens, allowing users to view and edit strategic action items specific to a selected review period.

  • Enhancement: Date restrictions have been implemented to change strategic action item dates, ensuring the integrity of progress data. The restrictions are as follows:

    • If a review period has ended and the strategic action item started and ended within that period, the start date is locked, but the end date can be extended.
    • If a review period has ended and the strategic action item started in that period but ends in a future period, the start date is locked, but the end date can be extended.
    • If the review period is current, both the start and end dates can be modified, provided they are later than the start date of the review period.

  • Enhancement: The system prevents the creation of strategic action items for past review periods that have ended or for future review periods that have not yet started.

  • Enhancement: The system restricts the editing of strategic plan elements (such as goals and strategies) for future review periods to prevent the creation of new versions. This ensures a consistent view of data until the corresponding review period becomes active.

  • Enhancement: Moving a strategic action item to a different review period ensures that it cannot be moved to a period that doesn’t overlap with its original start and end dates.

    Enhancement: When copying a strategic action item, the system ensures the dates align with the new review period, so the copied item begins within the period it’s copied into.

  • Fixes: Various bug fixes and general improvements have been implemented.