What changes in IMS-Audit Cloud

When a duplicate is merged, empty fields of the person who remains are now filled from the duplicate: short code, title, function, department, e-mail, phone, mobile, address, notes, colour, language, default site and assigned company. Fields that are already filled remain unchanged. The “Merge person” dialog points this out.

When merging, some assignments did not stay with the remaining person: the person entered for an audit’s self-assessment and those responsible for quality objectives were cleared, while read confirmations in document control as well as auditors and contact persons in schedule templates pointed to the deleted person afterwards. All references now pass to the remaining person. If that person is already on the distribution list of a read confirmation for a revision, their entry stays and takes over the duplicate’s confirmation.

Below every file upload there is now an “Add link” line: paste the address (in SharePoint or OneDrive via “Copy link”), optionally enter a title, done. Without a title, the file name is taken from the address. In the lists, the entry is shown with a link icon and an “Open link” button that opens the storage location in a new tab. Only the address is saved, and the access rights of the storage location apply when opening; only complete https addresses are accepted. The same permissions apply as for uploading, and no link can be added to completed measures. Wherever a file used to open directly, such as via the paperclip in the calibration history or the QR card of a test equipment item, a link now opens the storage location.

For a released document, the button now sits directly below the valid file. Like “Start revision”, it creates a new revision in which you upload a file or enter a link; release then follows as usual. Released revisions remain unchanged.

Under Master data · Persons there is a new permission, preset for the “User Plus” role and available for any role in the role editor. Holders can tick or untick “Portal user” in the person dialog, set the person’s portal permissions and, for portal users, reset the password, send the login details, reset two-factor sign-in and change the e-mail address. Deleting persons remains a separate permission; only the administrator can tick “Program user” and “Auditor”. If an administrator has removed the new permission from a role, it stays removed.

In the audit report, the detailed measures report, the question catalogue printout, the QM manual and the management review, the logo is now right-aligned, with report no., area and “Created” on the left. In lists and sheets (measure list, tasks, documents, read confirmations, calendar, schedule, test equipment, quality objectives), the logo in the header is now on the right instead of centred, as it is in the 8D report and the measure PDF. In the other reports it was already on the right.

If a standard carried a suffix in brackets or the name of a question catalogue contained underscores (such as “DIN_EN_ISO_IEC_27001_2017” for ISO 27001), the catalogue was not assigned to the standard. A bracketed addition now only counts as a suffix, and underscores separate like spaces. This applies wherever a catalogue without an entered standard is assigned by its name, for example in the clause coverage and in the automatic standard reference when a catalogue is loaded into an audit.

The login details of internal users – password, two-factor sign-in and the e-mail address that also serves as the login – are changed in the person dialog by the administrator only; everyone else sees a read-only notice in the “Login details” block. For portal users, the new permission “Create / edit portal users” applies.

Instead of an uploaded file, a controlled document can point to a web storage location, for example to instructions or a checklist in SharePoint or OneDrive. In the document dialog, “Current file” tab, the field “Link instead of file” appears below the upload area; you get the address in SharePoint or OneDrive via “Copy link”, and only complete https addresses are accepted. Revisions, review dates, read confirmations and release work as with files. The document list, the dialog, the applicable documents in the audit and the document portal then show an “Open link” button; the access rights of the storage location apply, and the cloud only saves the address. File and link are mutually exclusive: a link replaces an uploaded file, and an upload replaces the link.

In “Manage process categories”, the list “Add from master data” is now sorted alphabetically and has a search field that filters the entries as you type. Ticks that have been set are kept, even if an entry is currently filtered out.

The administrator with whom a company is set up previously existed only as a login and was missing under Master data → Persons, so it could not be managed there. The administrator is now also created as a program user during setup, and existing companies have been updated. Login and person are one account: a changed password applies to sign-in immediately, wherever it was changed.

The role checkbox next to “Responsible person” and “Contact person” is now correctly labelled “Auditor” instead of “comptroller”. The filters in the person list are now called “Responsible persons” and “Contact persons”, in line with “Auditors” and “Program users”.

These standards can now also be selected when creating a review and in the header data. Each standard brings the inputs and outputs of its clause 9.3; if several standards are selected, the sections are merged. According to 9.3.2.1, IATF 16949 adds cost of poor quality, process effectiveness and efficiency, product conformity, manufacturing feasibility assessments, maintenance objectives, warranty performance, customer scorecards and potential and actual field failures to the ISO 9001 sections, and according to 9.3.3.1 the action plan for missed customer targets as an output. DIN EN 9100 adds on-time delivery performance to ISO 9001. ISO 50001 brings energy policy, energy performance and EnPIs, the status of action plans and energy objectives, among others, and ISO/IEC 27001 the inputs according to 9.3.2 including interested parties and the section on risk assessment and risk treatment. Header, printout and change history show the standards with their full designation, and the standard tag on a section only names the standards selected in the review. Existing reviews remain unchanged.

The section now shows the additional costs from complaints received in the review period, compared with the previous period with a trend arrow: total, of which external (customer complaints), internal and from supplier complaints, plus the effort in hours and the number of complaints with additional costs. Below are the five most expensive complaints with a link. The basis is the “Additional costs” section of the complaint. Costs without a complaint, for example for scrap or rework, are still entered in the text; the section hint now says so.

The printer button on the audit programme planning page and “Open PDF” in the reports area now open the programme report as a preview with language selection, printing and PDF export. The A4 landscape report shows the company logo, site and quick filter, four key figures (total audits, planned, in progress, completed) and one row per audit with audit no., audited area, audit type, standard, lead auditor and month columns. The markers use the colour of the audit status; audits without a date appear in a pale colour within the audit period, and the legend only lists the statuses that occur. By default, the printout shows the start year and the two following years side by side; a switch in the header changes to a single year. At the foot of the last page there is a signature block “Prepared · Reviewed · Approved” with lines for name/function, date and signature. The previous PDF export has been discontinued.

The switches under Settings → General → “E-mail feedback” are now evaluated. If someone changes the root cause analysis, the planned or implemented measures or the effectiveness in the measure dialog, the tracker receives, depending on the switch, an e-mail with the key data, the new text and an “Open measure” button – only for changes in content and never if the tracker made the change. When an audit changes to “In progress”, all entered auditors with an e-mail address can optionally receive an e-mail with number, area, date, lead auditor and an “Open audit” button. The switch to run escalation management automatically at program start triggers an additional escalation run after a server restart, without duplicate e-mails. All e-mails are sent in the recipient’s language; those to the tracker follow the tracker’s choice between individual e-mails and the daily digest.

The language chips at the top right of the preview pages did not show which language was selected. The interface language is now highlighted on opening, and the clicked language afterwards.

E-mails from the cloud also contained the HTML source as the first plain-text part, so e-mail programs with plain-text display and some previews showed raw HTML. Each e-mail now has exactly one text part and one HTML part. Content, design, calendar file and attachments remain unchanged.

The audit objective appeared in the audit report but could not be entered on any screen. The audit master data now has an “Audit objective” card above the notes, with the formatted editor; imported audit objectives appear there. Under Settings → Change tracking → Audit, the audit objective can be made a mandatory field with a required justification, and changes are recorded in the history.

When an existing measure from a management review or for a test equipment item was opened, the top of the dialog said that the measure was standalone instead of showing its origin. Saving always worked correctly, and no references were lost.

For events without a previous value, the history now shows only the new value, without a dash and arrow. This applies to all modules with a change log.

The plain-text part of e-mails in the company layout, such as measure and invitation e-mails, contained the styling code of the e-mail frame. It was visible in previews and plain-text programs and has now been removed.

Under Edit site → Contact there is a new field for an escalation contact e-mail address. In the escalation settings, each level has a new tick box to send an e-mail to the escalation contact, followed by “Send as BCC”; without this tick, the copy is sent as a CC visible to everyone. When the level is sent, the copy is attached to the measure’s first escalation e-mail; if there is no recipient with an e-mail address, the contact receives a separate e-mail. The address is therefore always reached as soon as the tick and the address are set and the measure is assigned to a site. The escalation log in the measure dialog shows the copy as a separate line. The advance reminder is deliberately sent without a copy.

The heading above the traffic light and text field of a section is now “Summary & rating” instead of “Rating”, because the text field holds the summary. This applies on screen and in the printout, in all eight languages.

Anyone trying to complete a measure without proof of effectiveness always received the notice in German. It now appears in the dialog in the interface language: the measure can only be completed once its effectiveness has been verified (tick and date).

Both date fields now have a clear button. The dates are still set automatically when the status changes and can now be removed manually.

Next to the button that opens the measure in IMS-Audit Cloud there is now an “Add to calendar” button. One click downloads the calendar file with the current planned end date, even for responsible persons without a user account and without signing in; on a mobile phone, the add-to-calendar function opens directly. The attachment remains for e-mail programs that block links. The button and the file only appear if the date is not already maintained via the responsible person’s Outlook connection. For template e-mails (escalation, reminder) there is the placeholder #KalenderButton#; the supplied templates remain unchanged. The link only provides the number, title and date of this measure and expires 60 days after the planned end date.

If the virus scan took longer than 60 seconds during an upload, the upload ended with a generic error page. A message now says that the virus scan is currently unavailable and asks you to try again later. Nothing is saved in this case.

Users with many assigned sites and an individual role received a server error page directly after signing in. The sign-in data stored in the browser is now considerably smaller, even with a very large number of sites. Existing sign-ins remained valid during the update.

The new column shows where a measure comes from as a pill linking to its origin: audit, risk, management review, test equipment or standalone. The filter row, value list in the column header, sorting, grouping and Excel export all support the column, the search finds the origin text, and the measure plan printout shows the origin in grey after the number. The audit no. column remains.

If the responsible person has a user account and has connected Outlook in their profile, the planned end date of their measures appears in their calendar without any action on their part, as an all-day appointment marked as free and without a reminder, with number, title and link. If the planned end date is moved, the appointment moves with it; when the measure is done, completed, discarded, deleted or assigned to a new responsible person, it disappears. This applies to every route, including completing the audit, the portal and creation from the question catalogue. Open measures are added when connecting. The measure e-mail to such a responsible person is sent without a calendar file so that the date does not appear twice in the calendar. The company switch for the Outlook calendar integration and the synchronisation switch in the profile apply.

On a tablet, the document drop zone has a “Take photo” button next to the upload button. It opens the rear camera directly; the photo is reduced to a maximum of 1920 pixels in the browser and stored as a document on the question, named after the question number, date and time. The same checks as for uploading apply, as does the permission to edit audits. The button does not appear on desktop computers or in focus mode.

The dialog is now up to 1180 pixels wide with two columns: the question on the left with number, weighting, knock-out question, question text, standard reference, remark and references, and the result on the right with rating, answer and documents. Question text and answer start at the same height and grow with the window. Documents can be dragged into the single-line drop zone, and long lists scroll within themselves. Including its buttons, the dialog fits on a notebook and on an iPad in landscape format without scrolling.

The storage in the customer’s Microsoft account is now called SharePoint storage throughout the interface: on the “Document storage” tab, in the confirmation, hints and messages, in all eight languages. In file management, the “SharePoint” entry in the “Storage” column is itself a green button with an arrow that opens the file’s folder in SharePoint in a new window.

Anyone who has received an initial password but signs in with Microsoft or Google now goes straight to their start page instead of the password change page, even if the second factor is requested afterwards. The requirement remains on the user account: anyone who later signs in with the initial password does have to change it then.

If a document was uploaded or deleted in the “Edit question” dialog, the paperclip in the question row showed the old number until the page was reloaded. It now updates immediately after uploading, taking a photo or deleting.

At the top of the “Document storage” tab in the settings there is a button to download the guide. It opens the guide to setup in Microsoft 365, connection and moving existing files as a PDF to pass on to IT – in German if the program language is German, otherwise in English. Only administrators see the tab.

Each file now shows whether it is stored at IMS-Audit or in SharePoint storage; the funnel in the column header filters the files of one storage location. The “Folder” column names the folder that IMS-Audit Cloud creates for the file in SharePoint storage, such as “Audits / A-2026-009”, even for files still stored at IMS-Audit; it can be sorted and filtered. If a file is in SharePoint, a button opens the folder it is currently in, even if it has since been moved there.

The e-mail to the responsible person (envelope in the measure dialog) has a calendar file attached. Opening and saving it puts the planned end date in the calendar as an all-day entry, with number, title and link to the measure. The appointment is shown as “free” and is not a meeting request. This applies to sending directly, sending via your own Outlook mailbox and handing over to Outlook, including for overdue measures.

In the “Role” column, “ext” used to appear for every auditor and greyed out for all other persons. It now only appears for external auditors, in auditor blue. Clicking it removes the tag; it is set in the person dialog via the “External” tick box.

On the pages for file management, moving audits, process categories, question catalogues, audit types, areas, text modules, selection lists and company profile, the top bar said “Persons”. It now shows the name of the page as in the sidebar.

When an auditor’s qualification was deleted, the uploaded certificate file remained and continued to take up storage space. It is now deleted as well.

When maintenance is scheduled, a blue banner appears below the top bar well in advance, in the application and in the portal, with date, time (German time) and a short note. During maintenance the banner is red, and the sign-in page shows the notice as well. It disappears automatically afterwards.

The help section shows an overview of the training videos with a short description and duration: overview, learning path, in-depth topics and the video on the measures portal. Above each chapter, the videos matching the open booklet are also listed. Each video opens on www.ims-audit.de in a new window. The videos are in German, so the overview and links appear when the interface is set to German.

On the “Read confirmations” tab, the “Requested” column is wider; the date and the name of the requester are on one line, and all rows have the same height. The reminder note is set apart from the “Open” marker.

If the browser window was first enlarged and then reduced, the dashboard cards and charts stayed at the larger width; they now follow the window width in both directions. On the “General” tab of the settings, buttons extended beyond the edge or fields overlapped in a narrow window; the page now switches to one column as soon as there is not enough space for two.

The distribution list of a read confirmation now consists of the persons in the master data, with or without their own user account, and can be compiled by department. Persons without an account receive an e-mail with a link to the document portal and confirm there; program users confirm as before via the bell and the notice in the document. For each confirmation, the status overview shows whether it was given in the app or in the portal. Anyone who does not confirm is reminded automatically (interval adjustable, default 7 days, switch under Settings → Modules → Document control). The document list has quick filters for documents awaiting your confirmation and for outstanding confirmations, plus a “Read confirmation” column. A new printout provides proof of the read confirmations with all recipients, request, reminder, time of confirmation and channel across all revisions. In addition, there are two new e-mail templates for requested and outstanding read confirmations.

Previously the limit was 2000 characters, so a detailed block of questions for a schedule entry did not fit. This also applies to schedule templates.

The site dialog (Master data → Sites) has a new section “SharePoint documents”: any number of links with a title to folders or documents in SharePoint or another web storage location, such as “QM documents” or “Work instructions”, in a sortable order. The site list then shows a link icon that opens SharePoint in a new tab, with a small selection if there are several links. The cloud only saves the title and address and does not load any documents; the access rights in SharePoint apply. Anyone allowed to see the site list can see the links; anyone allowed to edit sites can maintain them.

The “QM manual” menu item in the “Management system” area of the sidebar is now available in all companies, for all users with read permission for document control. The manual is written directly in the program and controlled chapter by chapter: each chapter has its own revision with draft, release (optionally using the four-eyes principle), rejection and history. If only one chapter changes, only that chapter goes through release, and the revision index maintains itself. Applicable documents from document control can be linked below each chapter, always showing their valid revision. Each chapter has a review interval with an e-mail reminder and the option “Reviewed, no change”. Chapters that are not needed are hidden instead of deleted. “Print / PDF” produces the entire manual with table of contents and revision index. The reading link publishes the released version to the entire workforce without a user account, optionally with a password; only administrators can enable it.

“Submitted via portal” appears in blue, “Overdue” and “Test equipment overdue” in red, each with a light background, coloured border and coloured number – only while the number is above 0. If no action is needed, the row of tiles stays calm. All tiles now have the same border all round.

What a portal user, such as a supplier, may additionally do in the portal is now set directly on the person: planned end date, start date, priority and title of their measures and, with the 8D portal enabled, also steps D1 to D7 and uploading documents. If “Portal user” is ticked in the person dialog, a section with the person’s portal permissions appears there, pre-filled with the default from Settings → Portal. The “Portal” tab now only contains this default and the rules for date postponements. The separate settings per site and per finding type and the hiding of individual text fields have been dropped; the portal user always sees cause, measures, risks and opportunities again. Existing defaults are retained.

The statuses that the cloud sets and checks itself – “Planned”, “In progress”, “Completed” and “Cancelled” for audits, and “open”, “in progress”, “done”, “completed” and “discarded” for measures – now carry a lock icon under Master data → Selection lists: their code is locked, and they can neither be deactivated nor deleted. Name, English name, description and colour can still be changed freely. An audit status that is still used in audits can no longer be deleted; the delete dialog lists the audits concerned.

Texts from the text editor appeared in Times in the minutes of the audit report and in the assessment texts and overall conclusion of the management review, while everything else was in Arial. They are now set in Arial 10 pt; texts that bring their own font, for example pasted from Word, keep it. In addition, longer assessment texts in the management review were cut off, and the last line of long minutes was missing. The text blocks now grow with their content.

Users with the “Administrator” role but without the “Company administrator” flag, for example from an import or older data, saw no audits, measures or other site-related data, and the site selection in the top bar remained empty. The “Administrator” role now grants access to all sites in this case too.

The audit schedule has a “Print / PDF” button at the top right. It opens the schedule as a print preview in landscape format: a header with audit number, title, logo and scope on every page, a heading per audit day with weekday, date and daily total, and below it from, to, duration, process or entry, topic, standard reference, auditors and participants. Markers such as “Important”, “Open question”, “Sample” or “Break” appear in colour below the entry, and auditors are shown with their full names. As with all printouts, the report language can be selected.

Once a measure is “completed” or “discarded”, nobody can change it any more. The measure dialog opens with a notice and all editing functions greyed out; reading, viewing images and documents, printing, the change history and the sent e-mails remain available. Moving in the calendar, uploading and deleting are locked as well. Only the company administrator can delete a completed measure. If something does need to be changed, the administrator clicks “Reopen” in the notice: the status returns to “in progress”, “Done on” and “Completed on” are cleared, and the measure can then be edited and completed again as usual.

Until now, the entire toolbar in the question catalogue of a completed audit was greyed out, including showing and hiding columns, expanding and collapsing, filters, search and audit comparison; the answers could only be viewed via the printout. All viewing functions now remain available, as do the display language selection, the measure and document icons on the questions, the question references and navigation with the arrow keys. Only the editing functions are locked. Focus mode opens as a read-only view, an answer opens read-only, and empty answers show a dash instead of the input prompt. The same applies when a colleague is currently editing the audit or when you only have read permission.

With read-only permission, printing, the change history, downloading attachments, switching between the technical and the systematic 5-why view and opening a measure for reading now work. Long texts can be scrolled, and long 5-why entries show their full text as a tooltip. In the supplier portal, the supplier can still download attachments, switch the 5-why view and open measures after submitting. Editing remains locked.

After submission, long answers can also be read and scrolled in full. For qualitative ratings, the name of the selected level is shown next to the buttons, and empty answers show a dash instead of the input prompt.

In completed audits, a schedule entry now opens read-only instead of not responding at all. The “Building blocks” bar, move up/down and the insert commands in the context menu are greyed out; the Outlook synchronisation remains available.

With read-only permission, the “Measures” tab in the risk dialog is reachable, and the description and existing controls can be scrolled. In the audit master data, the link “View self-assessment in the question catalogue”, e-mail addresses and viewing and downloading documents work again; the notes are readable, and long titles show their full text as a tooltip. Remarks in the test equipment record and in the company profile as well as the description and period comments of quality objectives are readable in read-only mode, and the locked forms there are now shown greyed out. Upload areas are greyed out in locked sections.

In completed audits and for users with read-only permission, the order of the schedule entries could be changed by drag and drop, which also re-chained the times. This is now locked; nothing changes for editors of open audits.

In a locked question catalogue, clicking an answer opened the normal editor, and “Save” then silently did nothing; the answer now opens read-only. In addition, locked fields in the question catalogue and in the audit master data could still be reached and typed into with the Tab key. Nothing was saved, but leaving the page prompted about unsaved changes. Locked fields and buttons no longer respond to the keyboard.

Anyone who typed in a text editor, for example the nonconformity or cause of a measure, a risk description or 8D steps, and immediately clicked or tapped “Save” often lost the last input. A click straight after typing now waits until the text has been taken over, usually only a fraction of a second. This applies to all dialogs and pages with a text editor.

Without the edit permission for measures, images, documents and resetting escalation management are now also locked in the dialog, and the text fields are greyed out. Viewing and downloading remain available.

A long title in a cell widened the grid, so the matrix ran into the legend and the summary next to it. The matrix now keeps its width of up to 560 pixels; titles that are too long end with “…”, with the full title in the tooltip.

Some German notices still addressed users informally, for example in the Excel import dialogs, the empty audit schedule, the audit question catalogue and the QM manual. All now use the formal form of address. In addition, the top bar on the evaluations and reports page now correctly shows “Evaluations” instead of “8D reports”.

From two characters on, a list of hits opens below the field, grouped by area with number, title and status; the arrow keys and Enter or a click jump straight to the record. If there are more hits, “all in the list” opens the respective overview with the search pre-filled. Ctrl+K puts the cursor into the search field from any page. The same permissions and sites apply as in the lists; archived audits and documents are excluded. On narrow screens the bar only shows the magnifier.

Under Settings → General → “My settings” there is a new “E-mail reminders” option: “Individual e-mails, immediately” (as before) or “Daily digest, 08:00”. With the digest, the cloud collects all automatic reminders of the day – measure escalation and advance notice, review dates of documents and handbook chapters, test equipment, qualifications, KPIs – and sends them at 08:00 as one e-mail in the company letterhead. Invitations with a calendar entry, welcome, password and sign-in code e-mails as well as messages sent manually still arrive immediately. External recipients without a user account always receive individual e-mails.

In the “New audit” dialog and when editing, a “Suggest date” button appears below the date. Using your connected Outlook account, the cloud queries the free/busy times of the participants and shows, for the next six weeks, the first time slot per working day between 8:00 and 17:00 in which everyone is free; you choose the duration (2, 4 or 8 hours). In the audit programme planning, the suggestion is available directly on every audit with an open date and then only searches within the audit period. Requires the Outlook connection in your own profile.

In a management review with the ISO/TS 22163 standard profile, you add the processes in the section “Results of the process reviews” and rate each process’s implementation level and performance using the 3×3 matrix (grade A–E), answer the five reflection questions on the process KPIs, record findings and create measures directly for the process. Last year’s grade is shown from the previous management review, and the printout contains the process table including the justifications. Finalising is only possible once every process added has a grade.

Audits imported from older data often carry no standard and are therefore missing from the clause coverage. A new quick filter “Without standard” shows the candidates, and the “Assign standard” command adds one or more standards to the ticked audits; existing standards are kept. The “Clause coverage” page shows how many internal audits of the year have no standard and jumps straight to this list.

The company administrator can enter the tenant ID of the company’s Microsoft Entra tenant in the settings (“General” tab, “Security” section). Microsoft accounts from exactly this tenant are then linked to the matching user automatically at the first sign-in – new users no longer need a password beforehand. If the field is left empty, the previous procedure applies: sign in with a password first, then link the Microsoft account under “Profile”.

Until now, an audit that did not take place either remained “Planned” for good or had to be deleted. Every company now has the system status “Cancelled”. A cancelled audit remains documented and, like a completed one, is read-only for everyone except the company administrator and cannot be moved in the calendar, but it never counts as carried out: not in the dashboard figures, not in the clause and site coverage and not in the follow-up date suggestions, and no more reminders are sent for its measures. The audit overview has its own quick filter “Cancelled”.

Previously, each chapter level indented the number and heading by one step. All chapters now start at the left margin like the questions, as in the question catalogue printout; main chapters and sub-chapters are still distinguished by font size and separator line.

If an account is rejected at sign-in because it is not yet linked to a user, the message now also mentions the “Forgot password” route for users without a valid password. The welcome e-mail explains how to link the Microsoft or Google account in the profile after the first password sign-in.

Two further standards can be selected when creating a review and in the header data. ISO 13485 adds the input section “Regulatory requirements and reporting to authorities” and the output section “Changes needed in response to regulatory requirements”. ISO/TS 22163 adds the inputs “Key issues from project reviews”, “Results of the process reviews”, “Analysis of the KPIs”, “Internal and external failures and their impact on safety”, “Outputs of business planning” and “Organizational knowledge” as well as the outputs “Decisions on objectives achievement” and “Decisions on customer satisfaction”. The 9001, 14001 and 45001 profiles remain unchanged.

The toolbar of the audit overview has two new icons: the closed lock completes the selected audit, the open lock reopens a completed audit. Users with the “Complete audit” permission and administrators may complete audits; if measures are still open, the same prompt appears as in the audit master data. Reopening is reserved for the company administrator. The status selection in the master data remains available as before.

In the send dialog, every recipient has a checkbox, plus “All”, “None” and, from nine people on, a search field; the send button shows the number selected. For the training e-mail from the settings, nobody is preselected. After sending, the sender receives a confirmation e-mail listing everyone invited, and the dialog shows the list as well. The bulk e-mail from the person list still has everyone preselected.

The follow-up audit command is still available in every row (arrow icon next to “Duplicate”) and in the right-click context menu. This makes the toolbar shorter again.

Previously the auditor's answer was printed in a narrow column next to the question. It now appears across the full width directly below the question, with the rating to the right: percentage, VDA points, yes/no or, for qualitative audits, the code of the finding type. Long answers take up considerably less space. This applies to all evaluation schemes.

The portal permissions for responsible persons and the 8D report in the portal now have their own “Portal” tab. Auditor behavior, test equipment management, KPIs and quality objectives, and document control are on the “Modules” tab. The “General” tab now only contains the personal and the general company-wide settings. The settings themselves are unchanged.

With the “Qualitative” scheme, the “Evaluation” section shows for each chapter how often each finding type was assigned, for example “3× N, 4× H, 5× BP”. The relevant questions of the chapter including its sub-chapters are counted, in the order of your selection list.

Once an audit has the status “Completed”, only a company administrator can still change it. For all other users, master data, schedule, question catalog and audit report become read-only, no new measures can be created for the audit, and deleting is reserved for the administrator as well; the pages show a notice. Existing measures continue to be tracked and edited as before.

In the audit, a contact can now be assigned the function “Department head” in addition to expert, observer and team lead, with its own symbol in the list. Like the other functions, it appears in the audit invitation.

If you set an audit to “Completed” while measures are still open, the cloud shows the list of these measures before saving and asks for confirmation. With “Close anyway” they are closed together with the audit so that they do not remain open in the measure overview, dashboard and portal; with “Cancel” everything stays as it was.

On laptops with a width of 1366 pixels the last settings tab was cut off, and on an iPad in portrait mode several were missing. The tab bar now wraps onto a second line, so all tabs remain reachable.

The width of the number column now adapts to the numbers of the respective catalogue. Deeply nested numbers such as “06.01.02.01.01”, chapter numbers in bold and numbers with a knockout marker stay on one line; with short numbers there is more room for the question text.

With the scheme “Qualitative (finding types)” there is no percentage value. The question catalogue printout and the audit report still printed “0 %” for every chapter, and the audit report additionally showed the lowest rating level in its “Evaluation” section. Both reports now behave like the catalogue page: for qualitative audits the chapters carry no percentage result, and the “Evaluation” section shows the number of findings per finding type instead.

With the “Qualitative” scheme, the answer column of the question catalogue printout and the audit report only showed the finding type; the auditor's answer text did not appear, and the rating column only showed dashes. The answer text is now printed below the question, with the code of the finding type to the right, for example “A”, “N” or “BP”.

The label “Default evaluation scheme for question catalogues” was partly covered by the selection box. The selection now sits to the right of the fully readable label.

In the measure plan of the audit report, the text under “Planned measures” was missing for some measures although it was present in the measure list. The height of the measure block was estimated without headings and blank lines, so the last line was cut off for texts that wrapped tightly. The estimate is now calculated line by line.

When typing a name into the search box of the person picker, the result row showed only the highlighted search term; last name, department, function and the rest of the e-mail were invisible. The focused row used white text on the light olive tone. The row is now fully readable.

The button in the header of the schedule was shown in German in every interface language.

When editing a master question catalog, the “Question pool” button opens a panel with your other master catalogs, just like in the audit question catalog. Drag questions or whole sections into the catalog via drag & drop or insert them behind the selection via ⊕. What you adopt is an independent copy with all properties and the translations in the languages of the catalog; a check mark shows what has already been adopted.

New evaluation under “Reports & Analytics”: which clauses of the standard were audited internally at which site during the year, and where are the gaps? Rows are the clauses of the selected standard, columns the sites; green means audited, yellow planned, red gap. A click on a cell lists the audits with their evidence, and the print function delivers the matrix as a report. Existing audits count without any rework because the clause of a question is derived from the section of the standard question catalog.

If a question has no standard reference, the program enters the clause of its section when the catalog is loaded into an audit or a question is inserted from the question pool; “04.01” becomes “4.1”. This applies to catalogs that belong to a standard and are structured by its clauses; process checklists stay untouched, and a maintained standard reference is never overwritten.

If a period ended 10 days ago and no actual value has been recorded, the responsible person receives an e-mail listing all open KPIs; a single repetition follows 14 days later, plus a notification in the bell. You maintain the text in the e-mail template “Kennzahlen-Erinnerung”, and the reminder can be switched off in the settings.

The overview prints exactly as shown on screen. The detail page produces the new KPI sheet with all periods, target, actual, traffic light and comment as evidence for the certification auditor. KPIs can also be included in change tracking: the clock icon shows who changed which value and when, optionally with a mandatory reason.

The question catalog print and the audit report optionally show the auditee’s self-assessment from the portal, as a separate line below the question with rating and evidence text. The option appears in the print dialog as soon as answers exist.

On the “News” page a button opens this change history in a new tab. Individual news items can additionally carry a “Learn more” link that leads directly to the matching article with screenshots.

Previously the remark and the standard reference were attached directly to the question text without spacing. Now each item sits on its own line below the question, as does the new self-assessment line.

With long question texts the pool panel became so wide that screens with a width of 1280 pixels left hardly any room for the question table. The panel now adapts to the available space.

In French, Spanish, Italian, Polish, Czech and Chinese the “News” page showed the German version while the bell showed the English one. Both now show German for a German interface language and English otherwise.

New module under Management system: measurable objectives according to ISO 9001, clause 6.2, with target, direction, tolerance, responsible person and actual values per month, quarter or year. Traffic light and quick filter “At risk” show where action is needed; the management review fills the section on objective achievement automatically. New training guide 12.

The audited area or supplier rates the question catalog before the audit in the portal and submits it. In the question catalog the self-assessment appears as its own column and can be adopted per question, only for open questions or completely. The audit overview shows submitted self-assessments with a badge and quick filter.

The button “Create follow-up audit” creates a follow-up audit that takes over only the questions with a deviation: rating below a selectable threshold, triggering finding type or existing action. In the follow-up audit every question shows the actions of the previous audit for the effectiveness check.

The buttons above the audit question catalog now sit in frames with a small heading (New, Question, View, Scheme, Search, Tools, Columns, Self-assessment, Filter, Actions, Catalog).

In the settings you define a company-wide default rating scheme for question catalogs. Actions of archived audits disappear from the overview, dashboard, portal and reminders; the chip “Archive” in the action overview still shows them. The counters in the sidebar follow the selected site.

From the afternoon of 14 Sept until the morning of 15 Sept browsers reported “Your connection is not private” and login was not possible. The certificate has been renewed and renewal now runs fully automatically with early warning. Data was not affected at any time.

If the connection to the translation service dropped during automatic translation, the page had to be reloaded. Now only a notice appears, the page stays usable and the translation is retried on the next open.

The responsible supplier works on the complaint in the portal: steps D1 to D7, actions, 5-Why analysis, documents and submission. Header data, costs, D8 and closure stay internal. Enabled per company on request.

In the settings the administrator defines which steps the supplier may edit, as a company default or overridden per site.

After submission the report is read-only for the supplier; internally the badge “From portal” and a notification appear. The report can be returned for rework with a reason.

Portal users of all companies sign in at a dedicated address titled “Supplier portal”. Welcome and password emails to portal users link there.

The field is now named as in actions and is available when creating a complaint: the responsible person works, the tracker monitors.

A number already in use is rejected with a notice when creating, duplicating or renaming an audit, even for simultaneous entries.

A Microsoft account is no longer matched automatically by email address but linked once in the profile. Already linked accounts and Google accounts are not affected.

The second step is requested after signing in with a Microsoft or Google account just as after password sign-in.

Every open session checks every five minutes: deactivated users are signed out, changed roles and permissions apply immediately.

Setting up the authenticator app and the one-time email code are now strictly bound to the respective sign-in step. Re-enrolling the app is only possible via a reset by the administrator.

Document control, equipment certificates and action and question documents are now included. The backup was updated and verified immediately.

Larger files were rejected before reaching the promised 50 MB. Both operational limits are now set correctly.

When replacing a file, the new one is fully validated first and only then swapped in. On any error the existing file stays untouched.

The three tabs are shown to company administrators only; saving is additionally blocked on the server.

Dragging appointments in the schedule, process matrix, company profile, audit and 8D detail pages, overview prints, file upload and auditor competence now check read permission, edit permission and site scope.

A click on “ISO 9001” or “IATF / VDA” immediately deleted all ratings of all risk analyses. Now the number of affected ratings is shown and confirmation is required.

A reminder stage counts as due from its key date and is caught up for up to seven days. After requalification the application reminds again.

Saving an outdated version shows a notice to reload the review instead of overwriting the other editor.

When merging a duplicate, chapter responsibility in the QM manual and QM roles were lost. Both are now transferred.

The limit for postponing due dates now counts only from a date deliberately set by the auditor. An action closed in the meantime can no longer be changed from a portal dialog that is still open.

After a change of PIN or link password every visitor has to enter the new one; previously granted access no longer persists.

When deleting a complaint, a person or an action, associated files remained on the server. They are now removed after successful deletion.

Schedule assignments are saved in one step, deleted reminder stages no longer return, a failed deletion in Outlook is retried, email links follow a changed company subdomain immediately, a failed demo reset leaves no half-initialised environment behind.

Permissions for responsible persons apply as company default, per site or per finding type. Start date and title can now be released; text fields can be hidden. For postponements there is a mandatory reason and a limit in days from the auditor’s date.

The user interface and PDF reports are now also available in Simplified Chinese.

The Excel import of legacy inventories saves all valid rows together instead of one by one; large lists run noticeably faster.

The result column is summed in the database instead of from all answers in memory. Also applies to the report, Excel export and management review.

All stages now carry the email template marked as footer and arrive in the language of the respective recipient.

An action reported as done by the responsible person still appeared red after its planned end. Overdue now means only open or in progress, everywhere.

Documents, action images and question documents are removed with the audit and no longer occupy storage.

Newer texts that still appeared in German in English, French, Spanish, Italian, Polish and Czech are translated.

Column dragging stalled after a double-click on a column border, some styles were missing in the portal, and the header bar reported an error without a person photo. All three are fixed.

Question catalog export, audit planning as Excel and PDF and the process risk assessment now require the same read permissions as their pages.

Two switches in the settings, off by default. If the responsible person moves the date, the tracker is notified and the change is recorded in the history.

Open actions as CSV with Jira field names so the Jira import maps them automatically. The button sits next to the Excel export.

A plus button next to the field opens the master data dialog; the new entry is selected immediately afterwards.

Evidence is attached directly to the question via drag and drop, dialog or context menu. Actions created from the question show the documents as links.

Questions of the same catalog can be linked and appear as chips jumping to the target question. Create via context menu and a click on the target question.

A proven schedule is saved as a template and loaded into new audits, including days, times, processes and people.

Users without a password so far receive a welcome email with sign-in address and initial password.

Shows only audits whose auditor team includes the signed-in person.

Consistent, larger icons per module; default colours blue for actions and light green for tasks, adjustable per company as before.

The blocks for opening, break, evaluation, closing and tools are clear chips with icons in three groups.

The action column is pinned to the right and no longer scrolls out of view with many columns.

The tab now reads “page name – IMS-Audit Cloud”.

The dragged border now follows the mouse, and the drag handles no longer disappear after showing or hiding columns.

Users are asked to acknowledge a document and confirm with “Read and understood”, recorded with a timestamp. A new revision automatically requests confirmation again.

Daily reminders and the daily report arrive at the configured time in German local time instead of UTC.

All views and reports now calculate the same way, including the knock-out rule and open questions.

Question catalog and schedule now run fully in read-only mode for readers.

Columns marked with an asterisk are now mapped automatically.

The number is derived from the highest existing one; complaint numbers are additionally secured as unique.

Conflicts now appear as a clear message in the dialog.

Creation date, function labels and number formats now follow the selected report language.

After setting up the authenticator app, site assignment and module settings were temporarily missing. All sign-in paths now behave the same.