-b Blank Dates in Templates A bug has been fixed which output blank dates as the current date and time in templates.

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1 Change Log Development Builds -b AMS - Awards Management Contracts Activity Type The Activity Types tag category has been renamed to Contract Activity Types to avoid confusion with Project Activity Type. -b AMS - Awards Management Post-Award Supplements: Budget Summary Resolves an issue where the budget summary was not updated when putting a supplementary budget live. -b AMS - Awards Management Sample Curriculum Vitae A sample CV template has been added to the system. This can be accessed through the help on templates (Help > Templates) after selecting the 'Person' template class. -b AMS - Awards Management Import Output Issue Fixes a bug which would freeze the addition of an Output from a file while the file was being scanned for details. -b Contract Title The title of contracts is now derived from the contract type and the name of the associated project (if one has been specified). -b Blank Dates in Templates A bug has been fixed which output blank dates as the current date and time in templates. -b Fix Quicksearch Migration Prevent an issue with quicksearch while upgrading from the July 2016 release -b Optional fields that you can't edit are no longer rendered when empty On the details tab, fields that haven't been populated that a user cannot directly edit are no longer displayed -b Changes to Data Import help Made several textual changes to the Data Import help document. -b Template Help changes The way the Template Help for Version History is displayed has been changed. The Version History fields will now appear for any record type that has Version information. -b Workflow Stage text now displays during approval stages

2 Where defined, workflow stage text now displays during approval stages. -b AMS - Awards Management ORCID not saving Fixes an issue where the current user's ORCID was not saved to their profile. -b Add Data Import help To improve accessibility, the help file for Excel Data Imports has been converted from a separate PDF into an integrated part of Worktribe's help system. -b Stage prompt design change The design of the stage prompts has been updated -b AMS - Awards Management Organisation Permissions Change The system has been updated to prevent academics from creating Organisation records. This task should now be carried out solely by administrative users. -b WYSIWYG Target fix When assigning a target for a URL using the WYSIWYG editor, the value is now saved correctly. -b AMS - Awards Management Funder Field Order The address fields on Funder have been reordered. -b AMS - Awards Management Post-Award Adjustment to Project Milestones Milestones are now available throughout the project lifecycle, rather than just during the post-award stages. -b AMS - Awards Management Added sample data import templates for Account Codes, Cost Centres, Funders, Opportunities, Organisations, Projects and Salary Scales. Sample data import templates for the above are available from Help -> Data Import. -b Updated Warning Alert An updated warning alert design will display when pressing greyed out workflow buttons. -b Data Extract: Foreign Keys and Duplicate Field Names A bug has been fixed which affected classes of record which contained duplicate field names when field names were converted to a SQL-safe format (by removing punctuation etc). Although the extract dealt with duplicates when creating column names, if one of the duplicate field names belonged to a record field, the resulting foreign key constraint could be created on the incorrect column. For example, if there were two columns called 'Column 1' and 'Column (1)', the extract would output these as 'Column_1' and 'Column_11'. If 'Column (1)' was a record field, the foreign key constraint created would previously have referenced 'Column_1' which would cause the data import to fail.

3 -b Data Extract: Headings and Instructions Heading and instruction fields are now ignored when creating the normalised SQL export. Previously, any headings or instructions in a field would be created as empty VARCHAR fields. -b Display Changes on details tab Introducing changes to the details tab display -b Autocomplete Control Amendments As part of the improvements to the auto complete control: - An 'in progress' indicator may appear as the control loads data on demand. Particularly when a large amount of data is being loaded. - When results or selected items are truncated with the ellipsis (...) you can now hover over the item to see full details. -b AMS - Awards Management Apply Inflation to Other Allowances Fixes an issue where, under certain circumstances, inflation was not being to Other / London Allowances -b Widetribe A new wider Worktribe, for your viewing pleasure -b AMS - Awards Management Order APA6 Citations Where multiple APA6 Citations are used, they should be ordered by type and then date. -b Fixes an issue with selecting number in number fields Resolves an issue where you couldn't highlight numbers in a number field using the keyboard arrows and shift key -b Added user activity log to user profile pages. User profile pages now show a log of their edits and comments. -b Quick search now ranks search results by how well they match the search terms. Previously it showed the latest records first. -b Performance optimisation for detail views Streamlined the rendering of selections using details views. -b Performance optimisation for the quick search Improved performance of the quick search and reduced its impact on other parts of the system. -b Performance optimisation for record locking Efficiency improvements to the underlying process that prevents two users from editing the same

4 record at the same time. -b Performance optimisation for selections with filters Selection screens with filter options on the left hand side now render faster. -b Fixed alignment of grid view columns Grid-based data views that are grouped into sections now have consistent column widths throughout. -b Add Comment screen now automatically puts the cursor in the Message box. Saving you a mouse click. -b API Endpoints for Comment Logs Adds API version 4.1 for next release. Also, for records which have comment threads, this API now allows the retrieval of those comment threads (endpoint /api/4.1/records/type/id/comments) -b Changes to ordering of foreign record left side filter options and selection results grouping Where search results are grouped by, or available to filter on, foreign records, the foreign records are now displayed in the order the class defines them, rather than always being ordered by name. -b AMS - Awards Management HESA Funder Category Code A new Code field has been added to HESA Funder Categories. -b Aro user import group fix Fixed a bug where groups weren't being assigned correctly when creating user accounts using the csv importer. -b AMS - Awards Management Funder Status mandatory The Status field on Funder is now mandatory. -b AMS - Awards Management Licence URLs A new Tag category of Licence URLs has been added. -b AMS - Awards Management Project Lockdown Status set automatically It is no longer necessary to update the Project Lockdown Status field when manually changing project status, as this value is set automatically. -b AMS - Awards Management Standalone budget Editors field no longer mandatory The Editors field is no longer mandatory when editing standalone budgets directly. -b AMS - Awards Management View Access and Resource Implication Details not mandatory Where the fields appear, View Access and Resource Implication Details fields are no longer

5 Powered by TCPDF ( mandatory for administrators editing projects outside of the workflow. -b Password Fix A bug has been fixed that prevented any password containing > or -b AMS - Awards Management Type hidden from 'Add Equipment' form It is no longer necessary to select the type 'equipment', when adding equipment in workflow. -b AMS - Awards Management Countries list updated A duplicate of Brazil has been removed from the available list of countries, additionally the ISO Code for Belgium has been corrected to BE. -b AMS - Awards Management Ethics Project Ethics Tab The Ethics tab will now show at all Project stages. -b AMS - Awards Management Project Approved Date changed to record date/time instead of date When approving a project at Bid Approval stage, the Project Approved Date now records to the approval date/time instead of just the date -b AMS - Awards Management Availability of Person in the API When the Outputs module is not enabled, Person data isn't available within the application and is no longer accessible via the API. -b Edit and Delete icons in details search view The edit and delete icons are now horizontally, rather than vertically, aligned (like in grid view). -b Editing and duplicating Searches - Administrators can now create duplicates of saved searches. - Where enabled, users can now edit their own searches directly from the My Saved Searches list using the edit pencil icon. -b AMS - Awards Management Budget Line comments now include Budget name To help differentiate between updates to budget lines from different budgets, the budget name is now included in budget line comments.