2017-
While we have released over 40 iterations of the cloud version of UpRaise, we had failed to document the elaborate release notes at a singular place. From this release on, our endeavor will be to post all the important information surrounding the release version here.
New features
OKR Hierarchy View - One of the highly requested features in UpRaise. The hierarchical view for OKRs is now released in Beta. We are gathering more feedback on the server version for this view & will continue to improve the cloud version in line.
Weightage Update - The ability to update the weightage for KR was missing from the list view. Now that is corrected.
Main Menu Verbiage Update - The main menu is now updated to reflect appropriate verbiage.
Bugs
Metric progress bug fix - When a metric type of key result started with 0 (starting value as 0) the system wasn't calculating progress irrespective of the current value. The formula for calculation has been corrected.
UpRaise Admin in Performance review - Earlier UpRaise Admin in the performance review form template was turning non-editable once closed. That condition has been removed & now that the user can be edited at any time.
Bugs
My OKRs - There were some rough edges around how the query behaved. When the logged-in user didn't own any KR, the results would be returned empty. This is now fixed & data is returned properly.
Objective Sharing - By default, the objective was being shared with its owner. This is now corrected so that objective is not shared with the owner unless intended.
Hierarchy View Metric KR progress - When the starting value of a metric KR is 0, its progress wasn't updated specifically in the hierarchy view. That bug is now crushed.
New features
OKR Charts on My Dashboard - My Dashboard page is now enhanced to provide insights into 'My OKR' section. This section displays stats about Own as well as Contributing OKRs.
Ability to Delete a Distributed Form - Up until now, the system only allowed deletion of forms that were yet to be distributed. From now on, all forms - including distributed ones can be deleted. Do keep in mind that all associated distributions will also be deleted along with the form.
Insight View CSV Export - One can now export the visible data from insight view screen. This should help power users to manipulate & filter data within an excel sheet.
JIRA Issue as KR Owner - Assignee of the JIRA issue did not appear as KR owner, until now. In this release, system automatically listens to any changes in the JIRA issue assignee.
Bugs
Feedback on Issue Detail - Continuous feedback if edited used to disappear from issue detail page, that bug is now quashed.
New features
Ability to Restrict Company & Team OKR Visibility - Company & Team OKRs were forced to be public (visible to all UpRaise users) until now. With this release, one can restrict this visibility just like individual OKRs - by using Shared with attribute.
Bugs
Sorting of Objectives on Listing Pages - Fixed a sorting issue to make sure OKRs are listed according to their status. If available on the screen, following sequence will be used - (In Progress, Ready, Ready For Grading, Scheduled, Closed, Abandoned)
Team Hierarchy Issue - For some of the customers, Team Hierarchy wasn't loading because the 'Root' node wasn't inserted. This upgrade quashes this bug.
JIRA Issue Search Failures - Some edge cases were responding erroneously when searching JIRA issue to turn it into a key result. That is now resolved.
Other minor fixes.
Tech
Tech Debt - Codebase for all the modules was refactored in order to be more robust & to be able to support UpRaise standalone version.
New Features
Review Forms UI - Admin facing UI for review forms & distributions is now modified to be more organized & intuitive. Forms now consist of Templates & Distributions. Both of them are listed separately so that it is easy to manage them.
Bugs
JIRA issue as a Key Result - There was a bug that caused 'Shared with' value of an objective to change if an associated key result got updated. That is now fixed. Affected objectives are fixed retroactively.
Other minor fixes.
New Features
Tabular view for Teams - Up until now, the cloud version of Employee Success only allowed the creation/modification of teams via the 'Tree view'. Now the same could be achieved via a Tabular view. Also, this restful table will be the default view while accessing team tab.
Pagination for Forms - To enhance the performance, now forms are listed on multiple pages. This not only expedites the page load speed but also helps in easily organizing the data. This is now available on user-facing as well as UpRaise admin-facing screens.
About & Docs links in the top menu - Now the top UpRaise menu allows quick access to help documentation as well as the UpRaise license details for your JIRA instance.
Bugs
Form Distribution Limit - When one tried to distribute a form to a lot of users simultaneously, the system became slow at times. To avoid this slowdown, we have imposed a limit of maximum 250 entries in one distribution.
Minor bug fixes.
Bugs
Bug fixed that caused the license details in 'About UpRaise' pop-up to be empty.
New Features
Pagination on users listing - Users listed on 'Users' tab of Company directory page, until now were loaded at once. To speed up page rendering & application performance, we now have introduced pagination on users tab. By default, 25 users are displayed on one page.
Bugs
@ mention performance improvements - Previously when someone used @ mention feature within UpRaise, the system used to flip through all available users. This leads to a bit of slow down in performance, although not very noticeable to the end-user. This is now fixed & only 5 users are retrieved at a time.
New Features
Dialog box changes across the app.
Bugs
Bug fixes related to OKR punch-ins, ability to add alignment & KRs based on objective status.
Bug fixed which caused progress % to fall back to 0 on edit if there are no associated KRs.
New Features
General Settings - Now, even in the cloud version of UpRaise - there is the possibility of switching on/off the features to match your needs. This is available via 'General Settings' page available to UpRaise administrator.
Review Form Enhancements - Review forms are further enhanced for better performance. Maximum number of instances in a review form distribution is capped at 250. Emails on all review form-related events are handled.
Bugs
Other minor bug fixes.
Bugs
Bug that caused distribution to repeat itself every day is now squashed
Other minor bug fixes & improvements
New Features
Company Dashboard - Company OKR progress gadget, Team OKR progress comparison gadget, Recent activity & Feedback trends.
Review Forms UI Fixes - Minor UI fixes in review forms module.
Server Side Validations - Server-side validations on different OKR actions to avoid any redundant & incompatible actions.
New Features
Super Admin - A new role 'Super Admin' is now introduced within the UpRaise company directory. It is not mandatory for an instance to have a super admin. Super admin roles get additional visibility into things even which are not shared with them. Everything within UpRaise is available to Super admins. Make use of this power with utmost responsibility.
OKR Hierarchy View Enhancements - Minor UI changes & some UX enhancements by adding filters to the hierarchy view.
Company Directory Filters - Some of the company directory filters were not working properly for deleted & inactive users. This is now fixed.
New Features
Role/Profile Update Notifications - Emails for role/profile updates are now combined. Before, system used to generate two emails every time role of the user was modified.
Bugs
Blank History - For some of the objectives whose owner was modified, some portions of history used to show up blank. That is now fixed retroactively.
Bugs
When OKR is shared explicitly with 2 members of the same team, it wouldn't be visible to them.
Add objective action was not visible to non-admin users when system had no objectives.
Text overlap issues on company directory.
Insight view bug fixes.
New Features
Date & Time settings - All the dates & times in the application are stored, displayed, formatted based on the newly introduced section on the General Settings page. Note that, this is only available for Cloud version since API is not available from JIRA cloud to retrieve these settings.
Export to CSV for Review Forms - Now responses to review forms can be exported easily in the form of CSV files
New Features
Special handling for Epic type of Key Result - Progress % of epics when they are key results is handled uniquely, based on the resolution of issues contained within that epic. Other issues continue to behave as before.
My Feedback UI Update - New layout for My Feedback page is available now.
New Features
OKR Export to Excel - There is now the possibility of exporting OKRs in an excel sheet.
Level Attribute is now available for each team - To make organization of groups easier, there is now an additional attribute 'Level' for every team. It will allow you to categorize different groups as - Departments, Divisions, Subdivisions, Teams etc.
New Features
Ability to Clone, Move & Carry Forward Objectives - You can now easily Clone, Move & Carry forward objectives from one cycle to the other. Carry forward is a special action that allows you to continue working on an OKR if it remained incomplete in the previous cycle & still is important enough to be worked upon.
Onboarding Wizard - On a fresh install, admin user is now taken through the onboarding wizard.
New Features
Ability to Sequence Key Results - You now have the ability to sequence key results within an objective.
Configurations Page & References Removed - References to the 'Configuration' page are now removed. This page is now replaced by the onboarding wizard.
Project Restrictions - It is now possible to restrict associating JIRA issues from certain projects with UpRaise OKRs or feedback.
Bugs
My Team's Forms - Pagination was missing from this tab under my forms. That is now fixed.
New Features
Ability to associate scores with review form questions - You now have the ability to associate numeric scores to questions within review forms.
User Profile page - As the first step towards building out the entire user-facing company directory, we are releasing the user profile page. Now all of the user display name links on UpRaise pages, take you to the user profile page in UpRaise. This page at the moment lists profile attributes along with OKRs (active, scheduled & past).
OKR sharing can be edited irrespective of objective status - One of the earlier limitations was, one had to modify sharing via 'Edit' action which wasn't always available. This is now modified & sharing can be modified irrespective of the status of the objective.
UpRaise Panel on Issue Detail Page - UpRaise panel on issue detail page is now converted to a tab. This will reduce the number of requests to the UpRaise server.
New Features
OKR Export Enhancements - The excel that is exported for OKRs, now has more data columns & is better formatted.
New Features
UpRaise Global Search - Global search box is now available in the UpRaise left-hand navigation. Currently, it only searches users. We will be extending it soon to search Objectives, Key Results & Teams.
Continuous Feedback on User Profile - User profile page now has an additional tab that displays Continuous feedback relevant to the user.
Visual Cue for Last Punch-in Dates - Hierarchy view of OKRs now displays visual cues for last punch-in dates.
OKR Export Improvements - OKR export file is now downloaded immediately, rather than via email. Additionally, some of the column names are adjusted to be more appropriate.
New Features
Team Hierarchy View Enhancements - Team hierarchy view is now enhanced to display team members, team leads properly. Also, team levels are now indicated with different colors.
New Features
Objective Level Icons Update - Icons for different levels of OKRs are now updated.
User Profile Changes are Audited - Any change that happens to the user profile is now audited. It is not yet available in the UI though.
New Features
User-facing Company Directory - UpRaise company directory is now available even to non-admin users.
Thumbnail View for Company Directory - In addition to list view, now company directory can be browsed via thumbnail view.
Yet to be Shared section on User Profile -> Continuous Feedback - Continuous feedback tab on User profile page now displays yet to be shared section.
New Features
Filters on Templates & Distributions - Templates & Distributions pages now can be easily searched via filters.
OKR Sorting in List View - List view of OKRs now allows sorting based on each available data column. Click on the table header, beside a column to sort by that column.
Bugs
Minor issues fixed in user-facing company directory.
New Features
JIRA Issue Search Pop-up - Pagination introduced in the JIRA issue search pop-up. Adding Jira issue as key result process is now accomplished in two steps & more user-friendly.
Description Added for Key Result - Similar to Objectives, key results now have an associated description field. Soon we will be releasing a KR details page. As of today, KRs are listed on Objective details page & there is no separate page for their details.
My OKR replaced by All OKR - Existence of My OKR page just before Individual OKR tab ended up confusing a lot of users. We got rid of that confusion by bringing in All OKR page.
Navigation Improvements - OKR navigation is now improved & there is a single link to browse OKRs. Once we implement filter retention, users will be brought to the page they last visited along with applied filters when they click on browse OKRs.
Bugs
Minor issues fixed in user-facing company directory.
New Features
KR Details page - Key result details page is now separately available. All the KR history, comments along with other KR details are available on this detail page.
New Features
OKR page filters are retained - Now filters on All OKRs, Individual OKRs, Team OKRs, Company OKRs are retained for every user. Also the last visited tab among them. This offers better user experience & easy retrieval of data that is frequently needed from these pages.
OKR export to excel performance - Links removed from the exported OKR excel to improve the performance of the process.
Navigation links label updates - Performance Reviews & My Reviews are now modified to say 'My Forms'
New Features
New Workflow Images - Performance review workflow images are now revised to match Jira issue workflow image flavors
Last Punch-in Date on KR Details - KR details page now shows last punch-in date
Team Level Label Change - Team Level is now called 'Type' to avoid confusion with Objective 'level'
Objective Cycle Filter on Hierarchy View - It is now easy to navigate through the hierarchy view by using objective cycle filter, which is only applicable to Team & Individual OKRs
Bugs
Hierarchy view, root node & company objectives not loaded by default
For scheduled company objectives, start date was not editable
Objective nodes incorrectly repeated in hierarchy view, in specific cases
New Features
UpRaise panel redesigned on Issue details page - UpRaise tab on issue details page is reorganized to be more user friendly. Additionally, an action to link corresponding to issue with an objective in UpRaise is now available within this tab.
Soft Delete introduced for Teams, Designations - Earlier, after we introduced audit for Users, Teams & Designations there was a problem in deleting these entities. This has now taken care of by introducing soft delete.
Bugs
Admin section was accessible to non-admin users via direct URLs, which is now blocked
OKR weightage update wasn't working from listing page
Minor issues in OKR tab on user profile page
New Features
Company Directory Enhancements
Team listing page is now available
Team profile page is now available
Improvements in user profile page
Bugs
Unexpected validation message is displayed on punch in action from OKR listing
Formatting/line breaks not maintained in KR details
Exception in Bulk user search popup on Insight view page
KR detail page edit popup issues
Bugs
Filters were not working on teams tab, when paginated
In some cases, one or two direct reports were not displayed on the manager's user profile page
In the team tree view, team lead's name is now suffixed with (TL)
'All' filter removed from Top Company OKRs filter, on the hierarchy view page
Company objective creation failed in some cases even for a valid due date format
New Features
Reports in Beta
Review forms - Aggregate view
Review forms - Comparison view
Usage report
Review form activity is now logged under recent activity
Grade column is now available on Browse OKRs page for all OKR listing tabs
Bugs
Company directory - issues related to teams
Error was thrown while adding multiple teams against a user
Minor issues in OKR excel export
Exception on open/close distribution backend job
Feedback wasn't visible on user profile in certain cases
New Features
UpRaise Global Search - A search box is now available where one can search for users, teams & OKRs.
Improvement - Now the OKR excel export contains separate columns for OKR grades.
Bugs
Exception on clone action handled
Ability to delete objective cycle irrespective of its status
Default objective labels are removed for new installs
Issue summary is displayed along with issue id on My feedback & Insight view pages
Deleted & Inactive users' profile page is no more visible to non-admin users
Blank page is displayed on accessing a deleted objective directly through URL
New Features
UI improvements
Modifications in 'Create New Template' pop-up
Modifications in 'Select Workflow' pop-up
Bulk user search
At all places, where there is a user filter - we now have introduced the bulk user search pop-up. This will allow to apply user filters in a segment. e.g. users with X designation, users from Y team, etc.
Bugs
While creating individual & team objectives, closed objective cycles are not displayed anymore.
Decimal values for metric type KR are truncated in the email
User role is changed automatically on updating a user with no access, from company directory page
Bugs
Objective search in the alignment pop-up was only working on the first word of the objective
Same problem as above on the hierarchy view search filter
New Features
Easy access to call to actions from user/team profile, my feedback pages
Thumbnails for all available reports
Bugs
OKRs & Continuous feedback tabs were available on user/team profile even after the features were disabled
New Features
Following gadgets are now available to be used on Jira dashboards
Team OKR status distribution
Individual OKR status distribution
Team OKR compliance
Individual OKR compliance
Bugs
Logged in user unable to update team column from users tab in company directory page
Page is not refreshed on marking progress from Browse OKR page
New Features
Browse OKR pages loading time was towards 10ish seconds if the number of OKRs for the company were 100+. That is now addressed by optimizing code at appropriate places.
All OKRs page with 800+ OKRs takes 3-4 seconds to load now.
New Features
Form distribution UI update - UI for form distribution is modified for a better user experience.
New Features
View Response UI Redesign - UI for view responses screen redesigned for better user experience & easy access to reporting.
Bugs
A minor bug was introduced after the last release that made the 'View Responses' filters non-responsive. This is now fixed.
Bugs
In the case of aligned OKRs, if someone punched in on one - it would count towards all alignments. This is now fixed. Only the original OKR is counted as punch-in for the user.
Alignments were not visible on objective details page in some of the cases.
New Features
Scoring - It is now possible to view average scores on 'my forms' & 'view responses' pages.
Sorting & Filtering - My forms page is now improved for better user experience via sorting & filtering (all the forms whose due date is past 6+ weeks will be automatically marked as historical).
Bugs
Minor bug fixes
Bugs
In a corner case, team member response was not visible for self & manager review template.
New Features
Punch-in reminders for key results.
Bugs
My forms page showed templates in 'config draft'. That is now fixed.
New Features
Performance Improvement -
Team filter on browse OKR screens was taking some time to load, with this release we've optimized the fetching mechanism to improve loading time.
Bugs
Key result reminders were sent even for users of expired UpRaise licenses, which is now corrected.
System threw unknown error while updating roles of some users from Company directory, now fixed.
New Features
Objective cycle attributes are cleaned up for better usability. Objectives can be added till & can be edited till parameters are not available anymore.
Bugs
Stored filters on OKR pages did not have company id stored against them. This is now fixed.