Release Notes
Last updated
Last updated
Tooltip Functionality
We have a new Auto Tooltip CMS component that can be used to highlight words within any containing Text component and show additional information on hover or click. This is useful for providing definitions or additional context information in text-heavy content.
Define a list of terms and the content to display for each term.
Choose whether to show the content as a tooltip (on hover) or a card (on click).
The first instance of each term in a Text component will be highlighted and learners can interact with them to learn more.
Sign Off Template
We've built a new Sign Off template that can be used to build manager-initiated workflows. Previously manager approvals used to require the learner kicking off the workflow by uploading a document or submitting a form. With the Sign Off template, managers can now start this process.
Managers can upload documents or fill in completion details via a standard CMS-editable form.
Managers can select one or more learners that the details apply to.
Upon submission, the learners will be automatically marked as completed with the entered details and evidence document logged against their profile.
Inbound Data Feed Pipeline
This one's for the enterprises. We've built a flexible inbound pipeline that's fully configurable and can be used to import data from an external source.
Files received over SFTP or another source can be fed into the pipeline.
File types can be of any format including CSV, Excel, pipe-delimited, etc.
Filters and transformations can modify the inbound file prior to import.
Inbound files can be encrypted and will be decrypted by our pipeline.
The feed can be used to import employee data, org hierarchy data or even historical completions.
Just some very small enhancements for this release:
Compliance Reporting now has sharing options so reports can be shared with other users or groups in the organisation.
We added support for using prerequisite fields as dynamic parameters in workflow Refresh actions – this allows you to set the Start or Due Date for a module based on the completion date of a prerequisite.
Reports now support outputting a dynamic column from date-based rules. For example, a column could be included in a completion report to highlight new starters if their Commencement Date falls within a certain range.
Regional Manager Dashboard
Following on from the Manager Dashboard redesign earlier in the month. We've given the same treatment to the Regional view which aggregates teams up to a wider region level
Pie chart summaries at the top show the overall completion and overdue percentage across Enrolment Categories for the entire organisation.
Each region is shown in a table layout with their overall completion percentage. Each region can be drilled into to see the team-specific dashboard.
Regions groupings are fully customisable so they align with your organisational hierarchy.
The Tasks CMS component now supports filtering by date range and completed / incomplete. These filters have also been exposed in the Learning Hub tasks screen.
We fixed an issue where our outbound data feeds weren't including the correct value when exporting dates older than 1970.
We also fixed a minor UI glitch where the report search input was getting cut off.
Fixed time-series charts not rendering correctly when set to daily and the date range crosses daylight-savings time zones.
Manager Dashboards
We're trialling a new Manager Dashboard view that displays team members in a grid layout, with progress broken down by Enrolment Category.
Each grid cell can be clicked to expand and see summary of completions under that category, along with any required or recommended sub-categories.
Pie chart summaries at the top show the overall completion and overdue percentage for the entire team.
The Learning Activities view now shows the progress as a percentage for pathway activities to indicate how far through the program each learner is.
Vanta Integration
We recently partnered with Vanta to automate our security compliance. You can view our security controls, policies and compliance certifications in our Trust Center
Since we use ClearXP to train ClearXP employees, this also means we've built a Vanta integration for our training compliance.
Security Awareness training records are now automatically synchronised with Vanta.
Approved Background Checks are also automatically uploaded and sent to Vanta.
Admin Enhancements
We've also rolled in some more minor enhancements for ClearXP admins:
All Program Owner reports now include columns to indicate which Cohort the learner is assigned to.
The completion values when exporting the pivot completion report will now appear as -, 0 or 1 to make it easier to sum up completions using Excel formulas.
We've extended support for Dynamic User Attributes to support date-based rules. For example, a "New Starter" attribute could be created that will be set to "Yes" or "No" based on how long the user has existed inside the organisation and will be updated automatically.
Just a small one this week: we had a lot of requests to bulk copy attributes from one resource to another. This is now possible by clicking the Copy Attributes button and pasting them onto another screen. This works for Users, Activities and Enrolments.
We fixed an issue where un-enrolling a user from a program would also remove them from all cohorts even if they were still enrolled into the program via a second enrolment. Users will now only be auto-removed from cohorts when they have no active enrolments remaining.
We found and fixed an edge case where content that relied on a video completion sometimes wouldn't register as completed if closed too quickly after finishing the video.
We dedicated the past two weeks to making a huge number of quality of life improvements for customers. This included fixing common issues as well as adding commonly requested features. Get ready for a long list of fixes!
Article Editor
Anchor links now correctly work for newly created headings without requiring a page reload.
Ctrl-A and Ctrl-E now navigate to the start and end of the line within code blocks.
It's now possible to create links using markdown link syntax.
The toolbar now includes a button for formatting text as code.
Spellcheck will no longer apply to inline code blocks.
Inline code blocks now support up to 500 characters in length (previously it was 100).
Creating really long links no longer breaks the layout of the link editor.
We've also just made it a lot easier to create and edit links in general.
Article links that point at external websites will now open in a new tab.
It's now possible to paste images into the editor and have them automatically upload and get added to the article.
Event Management
Creating sessions now automatically labels them underneath the event which ensures event-level permissions also apply to all nested sessions.
Deactivating an event will now only deactivate future sessions. This prevents cancellation emails being sent for historical sessions.
Deleting a session will now automatically cancel any WebEx meetings that had been attached to the session.
Learning Hub
Users will no longer see assigned tasks for inactive activities.
Deleting an activity will now also delete any tasks associated with that activity.
The Start New Attempt option will no longer show up for external links – this option didn't make sense since external links don't send tracking data back to ClearXP.
Manager dashboards will now always show the latest document and expiry/issue dates when learners have multiple attempts for a document upload activity.
Speaking of uploaded documents – these now support special characters such as asterisks, plus characters, percentage sides and really anything else you could possibly use in a filename.
The checklist items in checklist activities can now be ticked when launched from the explore screen.
Language preference changes are now tracked from the user profile screen and show up in analytics reporting.
Admin
It's now possible to send a scheduled or emailed report with special characters such as apostrophes (previously the download link was breaking in these reports).
Publishing an activity from one realm to another will now restore the activity if it had been previously deleted in the destination realm.
User avatars on collaborative editing screens now use a more sensible colour palette.
The Program Owner dashboard now includes many more filter options such as User Group, Completion Date and Status.
Enrolment workflows will no longer change a user's status to assigned if they already have an overdue status.
Resetting state for an activity will now also reset state for any workflow content inside that activity.
Changing a Role's user scope conditions from "when all match" to "when any match" (or vice versa) no longer causes the scope check to break.
Numeric attribute fields can now be saved when set to 0.
Program Owner Dashboard Enhancements
We've made a handful of improvements to our Program Owner dashboards, focusing on better support for Events as well as larger multi-step Programs or pathways.
A new Pivot view can be enabled for program compliance and completion reports. This view shows a grid of completion statuses for each step in the pathway for all users, making it much easier to see how far through a program each learner is.
Opening the Program Owner view for an Event will now provide a breakdown of the attendance statuses for all learners who have attended sessions in the event – this includes whether they are registered, have attended, cancelled, rescheduled or didn't show up to their assigned session..
A new Enrolments List lets program owners know which enrolments are being used to assign learners to the program, with direct linking to those enrolments for easy update.
Compliance Report Builder
While we allow reporting on absolutely anything, we realise a lot of the time learning administrators just need a simple compliance report which is why we created a simplified interface for generating compliance reports.
Simply select the learning modules you want to report on along with basic filter options such as audience or date range.
The resulting report includes employee information and compliance dates for each module, with the ability to add/remove additional user attributes.
The report can be immediately downloaded to spreadsheet format or scheduled as an email to be sent on a regular basis.
Skills Taxonomy
We've released exciting new functionality that uses AI to generate a bespoke skills framework for your organisation. Skills are assigned to roles and highlight the capabilities and expertise required by different business functions.
We read in your organisational hierarchy, supplement it with public skills data and use AI to generate a skills taxonomy customised for your organisation.
Skills and competencies are attached to every role in the organisation and indicate the make-up of skills for a given job, and the proficiency level required of each competency.
A visual heat map show where skills overlap across roles and which skills are more heavily required for a given role. Drilling into the heat map will further breakdown skill and competency requirements for that role.
Further refinement of the skills taxonomy can be done via a manager prioritisation process – ClearXP will assign a task to all managers of a role to gather feedback on which skills they value more highly for that role. This can be used to prune skills not specific to your organisation and re-rank the importance of others.
First-Class Email Tracking
ClearXP has always supported email notifications but these used to go through a third-party platform which restricted our ability to bring data back into ClearXP itself. We've now brought this into ClearXP itself which means we're able to provide the following benefits:
Better email deliverability including faster times to get emails into your learners' inboxes.
Visibility into whether an email could actually be delivered or whether it bounced or was marked as spam.
Tracking of learners opening or clicking links within received emails. These get collected as xAPI data that feeds directly into our analytics reporting.
A few other admin enhancements...
Completions table reports available from Program Owner dashboards and Activity Analytics now supports multiple export options – either a flat completion table for the activity, or a pivot report containing the completion status for all activities in the program or pathway.
Our Extract pipeline can now send multiple extracts for a single completion if the activity has been tagged with multiple unique IDs.
Some small platform enhancements this week for both administrators and managers:
The Program Owner dashboards now include the activity type underneath the activity's name, and the tasks report now includes Manager as a new column.
When notifying a manager of Flagged Feedback, the message preview will now fill out the dynamic fields for the activity, feedback comment and date so administrators can see exactly what email will be sent when triggered.
Learning Hub manager dashboards now display the attendance status and session dates when drilling into events.
We've added a workaround for old Storyline modules not sending valid xAPI statements – these were using the wrong format for contextActivities which we now detect and auto-migrate so tracking data won't be lost.
Fixed incorrect users appearing in the Manager Dashboard activity drill down if the user had been assigned to multiple dashboard roles.
Article Builder
This release marks our first step towards creating a new fully-featured xAPI authoring tool. Although simple, this fully collaborative text editor can be used to write knowledge base articles and supports all your standard text-editing features such as headings, lists, quotes, code blocks as well as inline images.
We plan to build on this to allow content creators to design and build fully interactive eLearning content, all with baked in xAPI support. Stay tuned to see how this functionality evolves.
The Flagged Feedback table has been redesigned for a smoother user experience – overriding flagged feedback and adding comments now fit neatly into the table without detracting from the overall report.
The Assign Content workflow action now supports specifying which enrolment category to use when assigning the activity. This means that a workflow can trigger assignment of recommended learning.
Third-Party Extracts now support sending extracts from any arbitrary report. They also now support sending an extract date as a column representing the time the extract was sent.
The Link a Device screen will now redirect to the login screen if the learner's session has expired.
We fixed activity search not working on the Notifications Log screen.
Bulk uploading users to a group now correctly handles when some of those users were already members of the group. Previously this would cause the bulk upload to fail.
The Workflow Builder now supports adding workflow triggers based on Expiry Date.
Notifications now support a new {{Notification Date}} placeholder for including the date the notification is being sent.
xAPI Converter
We've given our SCORM to xAPI Converter a massive upgrade with a paticular focus on extracting even more data from your traditional SCORM modules.
The xAPI Converter now supports conversion of SCORM 2004 modules.
We inject additional interaction tracking for Storyline modules and will detect and track when users interact with buttons or other interactive elements on the page.
We also now track interactions with videos including use of controls such as play/pause/skip, as well as the amount of time spent watching the video.
Link a Device Enhancements
We've also made some small UX enhancements to our Link a Device functionality:
The Link a Device screen inside the Learning Hub now includes a countdown timer for when the code will expire.
When entering the One-Time-Passcode into the authentication screen, the input field will be immediately focused making it much easier to enter on headsets and VR devices.
Report Builder Upgrade
We've made some usability improvements to the Report Builder including the following:
Report creation has been simplified and you are no longer required to create a collection if adding just a single report.
The template library has been expanded to include common completion, analytics and user templates but expect this to continue to grow over time.
Reports can now be downloaded to Excel/CSV directly.
We also fixed a handful of other UI glitches and issues.
Bulk uploading cohorts now also supports removing or replacing all users in a cohort.
Fixed analytics reports sometimes showing incorrect completion/accessed counts.
Fixed missing profile information from leaderboards caused by an earlier leaderboard API change.
Fixed the admin UI showing WebEx attendance marking as disabled even if the default setting was configured as "enabled".
The ClearXP platform has now achieved WCAG 2.2 AA compliance! We had previously achieved WCAG 2.1 AA but are pleased to announce we are now compliant with the latest accessibility standards as well.
Improved the labelling of workflow date ranges to clarify more than and less than scenarios when used with negative date adjustments.
Fixed duplicate users appearing in attendance record export.
Publishing hierarchies across realms now provides the option to select and also publish any child modules to the realm at the same time.
Assessment analytics screen now separates removed questions into their own archived section to make it easier to analyse the current active questions.
The Learning Hub transcript will now always show the most recent completion date when multiple completions exist.
Streamlined Device Sign In We realised signing into VR headsets can be a bit of a pain, especially if you need to type an email address and password in the air with your hand. We wanted to speed up this process for headsets and other devices which is why we added Device Linking. From your desktop, you can now generate a single-use code that can be used to log into another device quickly and easily.
Fixed the Time Slot selector for sessions in a different time zone to the admin.
Changing a session time will now also automatically adjust any time slots that no longer fit inside that time period.
Improved performance of some critical config endpoints.
Admin Enhancements
The Flagged Feedback dashboard now allows the user to enter a comment next to any detected feedback. This can be used to log additional information or describe actions taken.
The Users screen now shows date fields formatted in the user's local time zone.
Engagement / Program Owner Dashboards We've removed inconsistencies from our admin dashboards and exposed additional data points and charts including the following:
Exposed new headline stats on the Engagement dashboard for times/users accessed and average time spent.
The content table now includes times accessed, unique users and number of users completed for both dashboards.
Added creation date and unique users accessed metrics to resource access charts.
Exposed screen utilisation in the content breakdown table for portal activities.
Added support for filtering the content breakdown table.
Changed our WebEx integration to correctly handle WebEx now sending invalid join/leave dates for users whilst a WebEx meeting is in-progress. This turned out to be caused by a breaking change on the WebEx end.
VR / AR Device Management
ClearXP now has support for managing VR / AR headsets and content via our third-party API. This includes the following functionality:
Uploading and importing APK files as learning content. We'll import all the metadata and details from this content and make it available for use on registered headsets.
Headsets can be registered with the ClearXP platform and will track their battery life, wifi status and connectivity.
Learning content can be assigned to devices directly or devices can be added to a label group so content can be assigned to multiple devices at once.
We've made a few minor enhancements to both the Admin UI and Content Authoring.
Publishing activities will now also transfer any workflow activities attached to them.
The Leaderboard component can be configured to hide the "Rank" column as well as include a "Load More" button for loading the next set of leaderboard results.
We've added a new Show Print Dialog logic action that can be used to force the browser to print the page when a certain trigger is met. We also improved the print styles for form inputs so they won't get cut-off when printing.
Improved hierarchy processing for events with thousands of sessions.
Fixed an incorrect validation error that was occurring when updating roles and permissions from the user profile screen.
Fixed the Send Test Email for system notifications which was previously showing an error due to a missing link.
ClearXP Identity Provider It's not the most exciting of releases for users but it unlocks a lot of functionality behind the scenes. It's now possible to use ClearXP as the Identity Provider for your users. What does this mean exactly?
ClearXP logins are now universal. You will be able to use the same username and password to log into any ClearXP-powered site – this includes your own customer instance as well as our documentation and community sites.
When connecting third-party content providers to ClearXP, you can now automatically enable SSO rather than having to go through your IT department to setup a separate SSO integration with every provider.
This opens up the ability for third-party extensions to connect via OAuth or OIDC, providing a secure and more flexible way to build ClearXP integrations.
Notifications Enhancements
We've made a few small improvements to notifications management, mostly focusing on an admin's ability to test notification messaging.
Clicking the Send Notification button from an activity screen will now default the recipient to the logged in user, making it easier to select and test a notification against that activity.
The Message input can now be left blank to use the default notification message. You can still type a message in here to manually override the message, if you wish.
The Save and Notify button can now be configured to use the notification messaging from our new notification centre.
Fixed an issue where our new notifications system wouldn't resolve the correct recipient when sending a notification and assigning a task at the same time.
Fixed the stoplight report not filtering results correctly when quarter/yearly filters are set.
Fixed the Performance Assessment incorrectly assigning a score to comments when the comment entered is a number.
Changed the Mark Attendance Automatically default setting to reflect correctly in the admin interface.
Voucher Rewards now support variations which mean multiple voucher codes can be attached to a single reward and variation rules will determine which users should be assigned which voucher codes. This simplifies the management of rewards where different audiences need to use different vouchers.
Points now support a rule that allows a learner to earn multiple sets of points for the same action. Previously learners could only earn points for the first time they completed an action but this limitation can now be optionally disabled.
Aggregating reporting data by a timeframe (i.e. weekly, monthly, yearly) now respects the system timezone. Previously data could fall into the wrong day based to timezone shift.
Leaderboards Whilst ClearXP has supported leaderboards for a very long time, we've now created a new Leaderboard component that can be dropped into any content page.
The component can be configured to pull in results from any existing Leaderboard activity.
Optional filters can be added that will show toggle buttons above the leaderboard so that users can filter results by a user's state, department or any other user attribute.
Badges can be added to the leaderboard and will be shown alongside any user who has earned that badge.
Manager Dashboards now filter out unassigned learning so that summaries will align with the completion percentage seen under a learner's Assigned Learning view.
We fixed an issue where offline support would break certain functionality in the Learning Hub Native App preventing it from loading.
The Star Rating component now works correctly on all iOS devices.
Generative AI Chatbot We've dedicated time to improving the learner chatbot with multiple upgrades:
Improved performance sees the AI respond almost immediately, even with complicated questions.
AI responses are now typed out in real-time as each word is generated instead of having to wait for the entire response to appear.
We've improved the relevancy and tone of responses provided.
Changes to Module Roll-Up We've changed how module roll-up calculates completions for multi-level hierarchies.
Previously: Pathways with a middle-level hierarchy would not retain their completion status if a child was expired or a new attempt started. This would require learners going through the program to complete the child again.
New Behaviour: Now middle-level hierarchies will retain their completion status unless the Preserve Completion Roll-Up setting is disabled. If a learner has completed the first step of a pathway, they won't need to complete it again if a new activity is added to that step or an existing one expires.
Fixed an issue in Manager Dashboards where summarising a location's completion status wouldn't correctly count learners who might've belonged to multiple locations.
Bulk Upload Improvements We've improved the usability of bulk upload with better validation and warnings:
Uploading Useres will now show a warning to let you know which users don't exist and will be created. This helps admins who are trying to update users but may have an email entered incorrectly.
Attempting to upload attendance for a user will now show the error above if the user doesn't exist.
Uploading user or activity attributes will now show an error if the attribute isn't one of the predefined allowed values.
An error will be shown if attempting to upload a Time Slot for a session but the time slot's date is outside of the Session's scheduled time.
Bulk uploading files will now clean-up any imported values to remove extraneous spaces or invisible characters that may corrupt data (this often happens when copying/pasting data from Word).
For enrolments that contain a hierarchy activity with workflows attached to children of that hierarchy, there has been a long-standing bug where removing the child from the hierarchy wouldn't remove that child's assignment. We've now fixed this issue and changing hierarchies will correctly clean-up affected enrolments.
We also fixed an issue where collaborative editors (such as the notifications editor and report builder) weren't updating co-editors in real-time.
Fixed submission of forms with signatures because the signature upload was failing.
We've added a couple small enhancements for learners and managers:
Performance Management Goal Setting now supports filtering goals by different date periods across all views – this includes when assessing or reporting on goals.
Learning Hub Manager Dashboards now include the Expiry Date in both PDF and Excel transcript exports.
We’ve overhauled our file upload process to improve performance and remove limitations around file sizes. Previously very large files (i.e. over 1gb) could result in the upload timing out and failing. The new process now provides more accurate progress percentages and allows theoretically infinite file sizes.
We fixed an issue in the Learning Hub native app where document scanning would sometimes endlessly spin and never load.
We focused on improving Content Authoring across a variety of templates and applications. Read about these below.
New Quiz Attempts functionality can be turned on to allow learners to retry a quiz:
A new Retry button will appear if a learner submits the quiz but doesn’t meet the Pass Grade.
The quiz can be configured to either clear all responses or just clear failed responses when retrying the quiz.
A new Attempts Table component has been created which can be used to show the number of attempts a learner has taken at a quiz. Users can even click onto past attempts to see what their previous responses were at that point in time.
Retry functionality has been made to work in tandem with Approval workflows and can be used to allow an assessor to provide feedback on a learner’s submitted responses. The learner can then see this feedback when reviewing past attempts.
A couple of small improvements to our Performance Management KPI Assessments:
We’ve created a new option for displaying the scale descriptions underneath each rating option as opposed to having to rely on hover tooltips.
We’ve improved the output of the Spider/Polar Chart so that long question names will now be truncated with an ellipsis instead of getting cropped in an unreadable way.
We now support configuring custom scale descriptions based on a User Attribute – this means different users can asses the same KPI against different scale criteria.
The Missing KPIs Message option has been changed to a larger input that now supports Markdown for rendering rich text messages.
Our Training Plan functionality also includes a couple of enhancements:
It’s now possible to edit and resubmit training plans after their initial submission.
The delete button is now locked to prevent deleting a training plan entry if submitted but not being edited.
The Team Hierarchy component now supports an option for filtering the org chart by a given user attribute – this is useful for restricting the component to only showing a certain region or department.
We fixed an issue where the Learning Hub outstanding tasks count would show a different number in the profile menu to what was being shown on the Tasks screen.
Fixed an issue where the Star Rating component wasn’t appearing disabled after submission.
