Workflows & Review

• Default read-only reviewers: workflow group managers can assign read-only reviewers to review steps, visible in reviewer settings, grids, request summaries, and workflow grids.

• External reviewer nominations: additional stakeholders can nominate external reviewers for administrator approval.

• Profile fields in workflow forms: faculty profile and custom field content can be auto-populated into survey and review forms.

• Appointment updates from workflows: actions within a workflow can be configured to trigger a change to candidates' primary appointment, including rank, department, title, dates, FTE, and appointment type.

• Faculty visibility control: cases with no faculty-assigned steps can stay hidden from faculty until they become involved or materials are released, with clearer empty states.

• Letters easier to find: completed workload letters now appear directly in faculty case and dashboard views with clearer download actions.

• Letter file names: letter PDFs include the candidate name by default and support custom filenames.

• Calculated values in letters: letter templates can use calculated values derived from candidate information or workflow inputs (for example, total assigned workload hours across categories).

• Vote results in documents: calculated properties can now pull Vote question results, so vote names and tallies can populate promotion and tenure documents.

• Custom reminder sender: workflow email reminders can use a custom From name and address for each workflow.

• Send Back on completed cases: institution admins and read/write workflow managers can send back completed cases.

• Early reviewer access: assigned reviewers can be given access to step actions before their step becomes current (for example, access to committee materials).

• Reviewer email logging: faculty evaluation activity logs now record external reviewer nominations, survey-ready emails, and completed-survey notifications.

• Workflow grid sharing: share workflow grids with individual viewers or managers, or with all of them at once.

• Add faculty member: when adding faculty to workflows, faculty already assigned to another evaluation group now appear disabled in the picker.

• Unsaved answer notice: surveys now say clearly when an answer was not saved because of validation errors.

Reporting & Grids

• Multi-activity grids: build one grid across activity kinds such as publications, presentations, and grants, with shared profile columns and optional kind-specific fields; views can be saved, shared, exported, and scheduled.

• Contact information grids: report on all labeled emails, phone numbers, and addresses, with individually exportable address fields.

• Admin notes in Faculty Roster: admin profile notes can now be configured to appear in the Faculty Roster grid.

Faculty Profiles & Activities

• Bulk CV imports: department admins can upload CVs individually or in batches, match them by identifier, assign unmatched files, and send them to faculty for review before acceptance.

• Moving a single activity: moving one item now opens a pre-filled form for the target activity type.

• CV import picklists: picklist fields show their allowed options and flag imported values that don't match.Document Export

Document Export

• AMA citation style: CV exports now support AMA style for journal articles, books, chapters, conference proceedings, reviews, and editorials.

• Page orientation: workflow PDF exports default to portrait, with landscape available for wide activity tables.

• Landscape table options: combine organization fields into one column and hide selected fields from the PDF while keeping them in the app.

• Edition formatting: edition fields for citations are now numeric and render consistently in citations, such as "1st ed.", including values imported as ordinal text.

Admin & Configuration

• Email delivery tracking: department admins can review delivered emails in Settings, including external review emails with their full content and envelope details.

• Changelog in the app: a sidebar link now opens the Changelog directly.

Scholarly Assistant

• Edit with AI in grids: an Edit with AI button lets you refine custom reports with the Assistant.

• Navigate from the Assistant: move around the app from the Assistant pane without closing it.

Accessibility

• Accessible form validation: invalid fields are marked and linked to their messages across all input types, and the error summary takes focus and is announced after a failed submit.

• Linked error summary: each message in the error summary links to its field and moves focus there.

• Survey submission feedback: screen readers announce failed survey submissions and name any unanswered required questions.

• Status announcements: flash messages, page titles after navigation, and filtered or sorted result counts are announced to screen readers.

• Autosave announcements: "Saved." is announced once typing settles, and newer edits cancel outdated announcements.

• Loading and progress: loading indicators and progress bars expose labels, current progress, and completion or error states.

• Keyboard reordering: sortable lists, such as eligibility rules, groups, permission roles, and export sections, can be reordered by keyboard and screen reader.

• Tabs and disclosures: segment switchers use tab semantics with arrow-key navigation, and expandable sections report whether they are open or closed.

• Labeled controls: profile filter rule builder fields and the CV import section picker now have accessible names.