Release notes

September 23, 2024 Updates

Shared by Support Team • September 23, 2024

Workia Release Notes (20240920.2)

AI Policy Query - Big Improvements:

The AI Policy Query tool has been overhauled to provide far better results.
The response is now smarter and more comprehensive and includes links to relevant documents for further reference.
If you would like help setting up AI Policy Query, please message us from within the app.

Data Concierge - New! 🥳:

Introducing the new Data Concierge! Our updated onboarding process guides you through the transition from spreadsheets in just a few simple steps, making it easier and more efficient than ever to start using Workia. Save time and streamline your workflow with our seamless onboarding experience.
For existing users, the Data Concierge is also accessible from the settings menu. Users can quickly resume their data import tasks, enhancing workflow efficiency.
Templates are now available in the data concierge, providing a clear reference for importing employee and case data.

Checklist refresh:

You can now refresh the checklist in a case - for example if you have updated the checklist template with additional steps, you can pull these steps into an existing checklist. Note that this action currently resets all tasks on the checklist (more updates coming in future to manage this better).

General enhancements:

Custom case types now display relevant immigration and social security data from their parent types on the planner.
Completed checklist items will no longer show on the calendar.
The "Team" page has be updated to "Administration" in order to provide a more accurate description of the additional configuration options.
The place to upload your company logo has been moved to the "Administration" page.

Employee App:

Enabled swiping right on a message to reply to it.
Enabled keep pressed on a message to access its options (Reply, Edit, Delete).
Collaborators are now able to access the App as Employees.
Added notification for checklist due date.
Fixed an issue where stakeholders were not able to access tickets as employees within the app.
Minor UI improvements on scan passport page and calendar picker.

Fixes:.