Table of Contents
Timeline
When will this be released?
Jun 24, 2026 6:30 PM PDT
Is there downtime for this release?
No
General Changes
New workflow routing options for IA Cases
Admins can now configure how investigators send cases through workflow, matching the flexibility already available in Action Reports. A new "Configure how a user can send this case" section is available in workflow settings with three options.
- Select anyone from the agency upon submission of case: The investigator can search and send to any person in the agency
- Select individuals from pre-selected assignee types: The investigator can choose from a filtered list based on the assignee types selected by the admin
- Do not allow a user to select specific individuals (default): The case automatically routes to the configured assignee types without user selection
- Tool-tips are available on each option to explain the routing behavior
- "Investigator" has been added to the Recipient type list for IA Case workflow notifications
New workflow routing options and Send Back to Author for Complaints/Compliments
Admins now have enhanced workflow configuration and the ability for reviewers to return records for corrections.
- Send Individual configuration Same three routing options as IA Cases are now available when Workflow type = Complaints/Compliments
- Select anyone from the agency
- Select individuals from pre-selected assignee types
- Do not allow a user to select specific individuals
- New Assignee types Author's direct supervisor, Author's primary division supervisor(s), Author's primary group supervisor(s), and Author's primary team supervisor(s) are now available
- New Recipient types Author and Author's supervisor roles can now receive workflow notifications
- Send Back to Author Reviewers can return a complaint or compliment to the original author for corrections. When returned:
- The record status changes to "Needs edits"
- The author is notified that corrections are requested
- The author can edit and resubmit, at which point the record automatically returns to the reviewer
- All changes are tracked in the audit log
- Public Complaint/Compliment handling
- Author-related assignee types and the Return option are not available for Public Portal complaints/compliments since the author is not a system user. A separate assignee type dropdown is provided for Public Complaint/Compliment workflows.
- Tool-tips explain these distinctions within the workflow configuration screen
Include Workflow History in Printout
When printing an IA Case Report, a Compliment, or a Complaint, you can now choose to include the Workflow History in the printout.
- To use this feature, on the printing slide-out panel that appears after choosing Print, check the new Include Workflow History box at the top before printing.
Appendix: Bugs Resolved
- The printout of the Subject Notification Template will better reflect the desired layout of the template when configured in Settings.
- Resolved issues in IA Cases, Compliments, and Complaints where text is being cut off on the printouts.
- Issues were resolved where some IA Cases, Compliments, and Complaints could not progress through the workflow.