Training and Certification 1.1.0.0

Release Notes - Training and Certification 1.1.0.0

Added

• 20 entities with 430+ fields supporting comprehensive learning, credentialing, and qualification management:
  • Learning delivery entities (Training Course, Training Course Requirement, Training Objective, Training Instructor, Academic Term, Training Session, Training Enrollment, Training Session Attendance, Training Completion) for course catalog, scheduling, and attendance
  • Learning paths (Learning Path, Learning Path Course) for curated course sequences and skill development
  • Certification entities (Training Certificate, Training Certificate Requirement, Training Certificate Achievement, Training Certificate Renewal) for credential lifecycle management
  • Academic programs (Academic Program, Academic Program Requirement, Academic Program Completion) for degree and diploma programs
  • Qualification requirements (Qualification Requirement, Qualification Requirement Item) for role-based and operational eligibility enforcement
• 25 choice sets for course types, attendance statuses, academic honors, delivery methods, certificate types, and program levels
• Support for prerequisites and corequisites, attendance tracking, grade and scoring, certificate expiration and renewal, continuing education requirements, and flexible qualification enforcement

Changed

• Initial baseline release supporting higher education, workforce development, compliance training, and professional certification programs

Time Travel Expenses 1.1.0.0

Release Notes - Time Travel Expenses 1.1.0.0

Added

• 10 entities with 270+ fields supporting time tracking, travel management, and expense reimbursement:
  • Time tracking entities (Time Period, Time Code, Time Entry, Time Commitment) for operational time recording and workforce planning
  • Travel management entities (Travel Purpose, Travel Request, Travel Segment) for trip authorization and itinerary tracking
  • Expense management entities (Expense Category, Expense Report, Expense Item) for reimbursement processing
• 14 choice sets for time codes, travel purposes, transportation methods, expense categories, and report types
• Stage-based workflow patterns for Time Entry (6 stages), Time Commitment (5 stages), Travel Request (8 stages), Travel Segment (6 stages), Expense Report (6 stages), and Expense Item (6 stages)
• Support for time period locking, billable time tracking, approval workflows, travel itinerary management, and expense receipt requirements

Changed

• Initial baseline release for unified time, travel, and expense management

Request Tracker 1.1.0.0

Release Notes - Request Tracker 1.1.0.0

Added

• 2 entities with 82+ fields supporting lightweight request intake and tracking:
  • Request (primary tracking record with 62 fields) for submission through completion lifecycle
  • Request Type (20 fields) for classification, routing rules, and workflow configuration
• 1 choice set (Request Type Category with 14 values) for classifying requests including information requests, data requests, access requests, technical support, leadership taskings, and general assistance
• Comprehensive tracking for submission details, assignment, review, approval workflow, response/resolution tracking, and satisfaction feedback
• Support for both internal and external requests with contact management, security classification, and visibility controls

Changed

• Initial baseline release for lightweight cross-organizational request tracking

Project Tracking 1.1.0.0

Release Notes - Project Tracking 1.1.0.0

Added

• 10 entities with 260+ fields supporting project lifecycle from intake through execution:
  • Intake and planning entities (Project Request, Project, Project Role, Project Resource Assignment) for governance and staffing
  • Work planning entities (Project Backlog, Project Iteration, Project Work Item Type, Project Work Item) for iterative delivery
  • Timeline and control entities (Project Milestone, Project Change Request) for progress tracking and governance
• 16 choice sets for project types, work item categories, milestone types, role categories, change request types, and resolutions
• Stage-based workflow patterns for all major entities including Project Request (5 stages), Project (5 stages), Project Work Item (6 stages), Project Change Request (6 stages), and others

Changed

• Refactored status fields to workflow Stage patterns with Core reusable statuses:
  • Project Status → Project Stage + Item Completion Status + Project Health + Item Disposition
  • Project Work Item Status → Project Work Item Stage + Item Completion Status + Item Disposition
  • Project Resource Assignment Status → Project Resource Assignment Stage + Item Assignment Status + Duty Status + Item Disposition
  • Project Request Approval Status → Project Request Stage + Item Decision Status
  • Project Change Request Action Status → Project Change Request Stage + Item Decision Status + Implementation Status
  • Plus similar refactors for Backlog, Iteration, and Milestone status fields

Programs and Services 1.1.0.0

Release Notes - Programs and Services 1.1.0.0

Added

• 11 entities with 197+ fields supporting program and service delivery lifecycle:
  • Program and Service structure entities (Program, Service, Service Category, Service Offering) for strategic organization
  • Eligibility management entities (Service Eligibility Rule, Service Offering Eligibility Rule, Service Offering Geography) for qualification logic
  • Service delivery entities (Service Participation, Service Activity, Service Result, Service Result Type) for operational execution
• 12 choice sets for program types, service types, eligibility rules, activity tracking, and result classification
• Stage-based workflow patterns for Service Offerings (6 stages: Planning → Ready → Enrollment → Closed Enrollment → Active → Finalized), Service Participation (5 stages: Application → Enrolled → Active → Completed → Terminated), and Service Results (4 stages: Pending → Determined → Issued → Final)

Changed

• Refactored status fields to workflow Stage patterns with Core reusable statuses:
  • Service Offering Status → Service Offering Stage + Item Completion Status + Item Disposition + Publication Status
  • Service Result Status → Service Result Stage + Appeal Status + Item Disposition (with Service Result Category and Service Result Type distinguishing outcome types)
• Promoted Delivery Method to Core scope (formerly Service Delivery Method) for reuse across service delivery, training, support, and customer service contexts

Personnel Security 1.1.0.0

Release Notes - Personnel Security 1.1.0.0

Added

• Personnel Security Module: 7 entities with 350+ fields supporting comprehensive security vetting from initial review through eligibility management, continuous monitoring, and access credential tracking
  • Security Review & Investigation: Personnel Security Review, Personnel Background Investigation, Personnel Adjudication
  • Eligibility & Monitoring: Personnel Security Eligibility, Personnel Continuous Evaluation, Personnel Reportable Event
  • Access Credentials: Personnel Access Credential
• Choice Sets: 33 global option sets including review types, investigation types and tiers, adjudication types and decisions, eligibility types and statuses, reportable event types and categories, credential types and statuses, foreign contact types, financial and legal incident types, biometric types, evaluation frequencies, and workflow stages for reviews, investigations, adjudications, and reportable events
• Baseline Forms and Views: Initial configuration for all 7 entities

Changed

• Status Field Refactoring: Replaced 3 legacy status-specific choice fields with standardized Stage workflow patterns and Core reusable statuses (Item Completion Status, Item Validation Status, Item Disposition, Issue Resolution Status)
• Field Clarification: Personnel Reportable Event "Event Status" renamed to "Stage" to clarify workflow progression vs. resolution outcome

Removed

• Legacy choice fields: Security Review Status, Security Investigation Status, Security Adjudication Status — replaced with Stage and Core status fields

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Operational Excellence 1.1.0.0

Release Notes - Operational Excellence 1.1.0.0

Added

• Operational Excellence Module: 12 entities with 290+ fields supporting incident management, inspections, exercises, readiness assessments, findings, recommendations, and operational impact reporting
  • Incident Management: Operational Incident
  • Inspection Management: Operational Item, Operational Inspection
  • Operational Events & Exercises: Operational Event, Operational Event Objective, Operational Event Outcome, Operational Event Participant
  • Readiness Assessment: Operational Readiness Assessment
  • Findings & Recommendations: Operational Finding, Operational Recommendation
  • Operational Impact Reporting: Operational Impact
• Choice Sets: 22 global option sets including incident types, inspection types, event types, readiness assessment types, finding types, recommendation types, impact types, improvement areas, innovation categories, participant roles, and workflow stages for incidents, inspections, events, assessments, findings, recommendations, and impacts
• Baseline Forms and Views: Initial configuration for all 12 entities

Changed

• Status Field Refactoring: Replaced legacy status-specific choice fields with standardized Stage workflow patterns and Core reusable statuses (Item Decision Status, Item Acceptance Status, Action Status, Compliance Status, Overall Result, Item Readiness Status, Item Performance Rating, Objective Result)
• Field Refinement: Operational Impact Review Status replaced with Item Decision Status for consistency with Core decision-tracking patterns

Removed

• Legacy choice fields: Operational Impact Review Status — replaced with Item Decision Status

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IT Service Management 1.1.0.0

Release Notes - IT Service Management 1.1.0.0

Added

• IT Service Management Module: 18 entities with 340+ fields supporting service delivery, access management, system inventory, technology governance, and compliance oversight
  • Service Request Management: IT Service Request, IT Service Request Item
  • Access Management: IT Access Request, IT Access Request Item, IT Entitlement, IT Entitlement Assignment
  • IT Service Catalog: IT Catalog Item, IT Catalog Item Technology
  • System & Component Management: IT System, IT System Component, IT System Component Type, IT System Technology
  • Technology Management: IT Technology, IT Technology Type
  • Hosting & Infrastructure: IT Hosting Location
  • Compliance & Accreditation: IT System Accreditation, IT Compliance Assessment, IT POAM Item
• Choice Sets: 35 global option sets including request types, access actions, entitlement types, catalog categories, system types, technology status, hosting types, assessment types, finding types, and workflow stages for requests, access, accreditation, assessments, and POAM items
• Baseline Forms and Views: Initial configuration for all 18 entities

Changed

• Status Field Refactoring: Replaced legacy status-specific choice fields with standardized Stage workflow patterns and Core reusable statuses (Item Decision Status, Item Completion Status, Item Validation Status, Action Status, Compliance Status)

Removed

• Legacy choice fields replaced with Stage and Core status fields

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HR Recruiting 1.1.0.0

Release Notes - HR Recruiting 1.1.0.0

Added

• HR Recruiting Module: 14 entities with 290+ fields supporting end-to-end hiring lifecycle from workforce planning through offer acceptance
  • Workforce Planning & Requisitions: HR Workforce Request, HR Requisition, HR Requisition Posting, HR Requisition Requirement
  • Candidate & Application Management: HR Candidate, HR Application, HR Application Skill Assessment, HR Application Evaluation
  • Interview & Evaluation: HR Interview, HR Evaluation
  • Selection & Offer: HR Selection Decision, HR Offer, HR Pre-Hire Requirement
• Choice Sets: 25 global option sets including request types, posting channels, requirement types, candidate sources, interview types, hiring recommendations, evaluation categories, offer responses, pre-hire requirement types, and workflow stages for requisitions, applications, interviews, and offers
• Baseline Forms and Views: Initial configuration for all 14 entities

Changed

• Status Field Refactoring: Replaced 7 legacy status-specific choice fields with standardized Stage workflow patterns and Core reusable statuses (Item Decision Status, Item Completion Status)
• Core Field Promotion: Promoted 4 recruiting-specific choice fields to Core for broader reuse (Proficiency Level, Education Level, Overall Rating, Attendance Status)

Removed

• Legacy choice fields: Recruiting Candidate Status, Recruiting Application Status, Recruiting Interview Status, Recruiting Decision Status, Recruiting Offer Status, Recruiting Requirement Status, Recruiting Requisition Status — replaced with Stage and Core status fields

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HR Benefits 1.1.0.0

Release Notes - HR Benefits 1.1.0.0

Added

• HR Benefits Module: 17 entities with 280+ fields supporting complete benefit lifecycle from plan design through enrollment, life events, and claims processing
  • Plan Configuration: HR Benefit Plan, HR Benefit Option, HR Benefit Coverage Level, HR Benefit Provider, HR Benefit Plan Document
  • Eligibility & Enrollment Periods: HR Benefit Eligibility Rule, HR Benefit Waiting Period, HR Benefit Enrollment Period
  • Enrollment & Elections: HR Benefit Enrollment, HR Benefit Election, HR Benefit Beneficiary
  • Life Events & Changes: HR Benefit Life Event, HR Benefit Life Event Change
  • Cost & Contribution Management: HR Benefit Contribution Rate, HR Benefit Cost Allocation, HR Benefit Deduction Code
  • Claims & Reimbursements: HR Benefit Claim
• Choice Sets: 25 global option sets including benefit categories, coverage types, provider types, eligibility rules, enrollment types, life event types, contribution types, claim types, and workflow stages for enrollments, life events, and claims
• Baseline Forms and Views: Initial configuration for all 17 entities

Changed

• Status Field Refactoring: Replaced 6 legacy status-specific choice fields with standardized Stage workflow patterns and Core reusable statuses (Term Status, Item Decision Status, Item Validation Status, Item Disposition, Payment Status)

Removed

• Legacy choice fields: Benefits Period Status, Benefits Enrollment Status, Benefits Event Status, Benefits Verification Status, Benefits Claim Status, Benefits Payment Status — replaced with Stage and Core status fields

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