2024 / Q3 - Q4
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Fixed the incorrect registration being used when launching a workflow activity that directed to a standalone eLearn module. This was causing issues with completion statuses being lost.
Fixed a couple glitches with task reassignment running against deactivated users which was resulting the task being reassigned to the same user.
DocuSign Integration
We've partnered with DocuSign to integrate documents directly into ClearXP content. Now you can seamlessly incorporate legally-binding digital signatures into your learning content. Learners can sign contracts, acknowledge policies, or complete forms all within their learning journey.
A couple other small enhancements
We've built automated Task Delegation functionality that can be used to detect tasks assigned to deactivated users and reassign them to the new line manager instead. This helps prevent tasks going into limbo when the assignee leaves the organisation.
Reports now support label-based permissions so users can be granted access to a subset of reports in your organisation. This has parity with existing label permissions for content.
Compliance Report Builder now supports scheduling emails including a daily or weekly recurrence frequency.
Manager Dashboards will now de-emphasise users on extended leave to help managers prioritise which users to focus on.
Sign Off template now supports manager approval flows and selecting which date to register a completion against.
Location Reference functionality can be used to link users to a specific location activity (i.e. the location they're based at) and synchronise their user attributes with that location.
KPIs in Performance Assessments now have a consistent sort order.
Added support for user scopes that match multi-value attributes.
Fixed Manager Dashboard drill down for really large hierarchies.
Fixed Enrolment References not showing up in the User Group screen.
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.
