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LEAD Release Notes

LEAD Release Notes

Version 6.34.0 (2024-02-04)

New Features to 6.34.0

  • Major performance enhancements on My Learners to be able to load the view faster when the Place Group has a lot of Users

  • Improvements to Course Management:

    • Changed “course” to “class” in all user interfaces seen when managing In-Person and Remote Courses

    • Added the ability to change the Class’s type – can now go from In-Person to Remote and vice versa

    • Added a “URL” column to the table of Classes seen on the index view which opens the single view of the Class/Course in a new tab when clicked

    • When a Class is deleted, all associated Users will now get an email notifying them that the event is canceled

  • Added the ability to view and edit Listing Requests in the Admin (Nova) interface

    • Currently, only the requested unit count can be edited

  • Added the ability to display a required searchable dropdown on the Group Registration: Buy Tickets view

    • This can be configured with a new field (“Registration Location Types”) in the create/edit form for Groups in the Admin interface

  • If a User marks themselves as “Unable to attend” an In-Person or Remote Class that they’ve added to a Collection, that Class will be automatically removed from the Collection

  • If a User clicks “Cancel” in the modal that appears after they’ve added an In-Person or Remote Class to their Collection in a Learning Path curriculum, the Class will be removed from the Collection

  • For Communities scoped to only one Place/Group, the Learning page has been modified to also display the Learning items for Parents of the Place/Group

  • Categories and tags displayed in the filter sidebar on Dashboard and Browse now appear in alphabetical order

  • Added ability to press Enter to submit Magic Link form on the Login view

Bug Fixes to 6.34.0

  • Fixed bug that was adding all Users in a Group to its Parent Group when “Users should auto-join Parent Group when this Group is joined” was checked – should only add Users who are Members, not any User

  • Fixed bug that improperly gave Users access to Premium Courses when the “Participate” action was clicked from the Course’s invite email

  • Fixed bug that redirected Users to an error page when the “Participate” action was clicked from the Course’s invite email

  • Fixed the behavior of the bookmark icon button on Resource Library single views so it’s clearer when the Library has been bookmarked successfully

  • Fixed bug that improperly filtered Users on My Groups when multiple “Progress” filters were applied

  • Fixed bugs that would cause the change to not save properly when a “Yes” field changed to “No” on edit in Course/Class Management

  • Fixed bug that displayed Mentee cards on a Mentor’s dashboard with the “Action Required” label even if no action was required

  • Fixed bug that didn’t properly mark Assignment Submissions as needing review for Mentors viewing a Mentee’s Learning Path curriculum view

  • Fixed issue with “Triggered by” labels displaying “Unknown” on Triggered Learning Paths displayed in My Groups

  • Fixed bug that redirected Users to a 404 page when they visited a completion URL for a scoped In-Person or Remote Course/Class

  • Fixed bug that was allowing Local Group Leaders to see too many Users when viewing the My Groups view

  • Fixed bug that prevented Instructors from adding Users to Classes in Class Management

  • Fixed bug with displaying Learning items attached to an Assignment Submission


Version 6.33.0 (2024-01-22)

New Features to 6.33.0

  • Improved nested list styles for descriptions written in WYSIWYGs appearing throughout the app

Bug Fixes to 6.33.0

  • Fixed an issue where completed Courses would sometimes show as incomplete in a Collection

  • Fixed an issue where Learning Paths were not able to be added on a Resource/Resource Pack’s detail view in the Admin dashboard

  • Other various minor bug fixes and enhancements


Version 6.32.0 (2024-01-08)

New Features to 6.32.0

  • Improved look, feel, and functionality of the Calendar

    • Added In-Person and Remote Course sessions to the Calendar

    • UI overhaul – most importantly, improvements to the way individual events are displayed when they or the date cells are clicked

    • Category and Tag filtering options

  • Added option to use new email notification template for Task assignment notification

    • This new template will simply use the Task’s name as the email’s subject and Task’s description as the email’s body

  • Added confirmation modal when creating or editing a Task which informs you of number of Users who will be assigned the Task

  • Added the ability to search Groups by zip code

  • Altered Listings so that when no units are available the Listing can still be seen.

Bug Fixes to 6.32.0

  • Fixed a bug resulting in Assignment notifications being sent to reviewers who shouldn’t have received them

  • Fixed a bug with scoping Learning Path reports to the correct Learners

  • Other various minor bug fixes and enhancements


Version 6.31.0 (2024-12-18)

New Features to 6.31.0

  • Improvements to Communities scoped only to one Group or one Place (or a combination):

    • Separated these Communities to their own section (My Groups) on My Community’s home view

    • Added Learning content under its own inner nav option (Learning) from the Group and/or Place (e.g. Learning Paths and Authorizable learning items)

    • Displaying the Group’s or Place’s Featured Image in the header section on the Community’s view, if one is set (prioritizing the Group’s if both are set)

  • Added ability to bookmark Resource Libraries which will show up on the Dashboard under My Resources

    • Users who have bookmarked Resource Libraries will receive a weekly email rollup to notify them of new Resources and Packs

  • Added new Not Attending status for Users' associated with In-Person & Remote Courses. This can be set manually or triggered by the User from the app or an invite email

  • Added more information, better styling, and the ability to RSVP from In-Person & Remote Course invite emails

  • Added Resource Library Types to organize the Resources home page (includes a default Type that all existing Resources and Packs will be added to automatically)

  • Added the ability to enforce a minimum length of time spent on a Course

Bug Fixes to 6.31.0

  • Fixed a bug causing incorrect dates in some Learning Path reports

  • General stylistic changes to improve readability

  • Other various minor bug fixes and enhancements


Version 6.30.0 (2024-12-03)

New Features to 6.30.0

  • Added an icon to indicate ticket purchasers (Originators) on the My Groups view

  • Added logic to restore old user accounts instead of creating new ones when a deleted User’s email is used to register

  • All Courses can now have a Completion Questionnaire specified

  • Added users' highest permission/role to the Directory table

  • Improved the transition from one Learning Path to a “Next Learning Path” or a “Triggered Learning Path”

  • Improved Group License logic so that non-members are not included in filled seat counts

  • Added ability to “Enable Dual Credit” on Courses, which you can then associate to a Remote or In Person Course session via Course Management. This will cause session completion to trigger completion of the “Dual Credit Course”

  • Added ability to press Enter to submit Forgot Password form

Bug Fixes to 6.30.0

  • Fixed a bug causing Tasks to be assigned to all Place members when it should be scoped by Team Role

  • Fixed a bug prevent reports for a Local Group Leader’s Groups from being automatically scoped to their Group(s)

  • Fixed a bug that allowed Local Leaders to view irrelevant learners

  • Fixed several minor bugs on the User Profile

  • Lists in email bodies now show in black font

  • Fixed several Group Registration (with tickets) bugs

  • Other various minor bug fixes and enhancements


Version 6.29.0 (2024-11-21)

New Features to 6.29.0

  • Added ability to add Users who are sub-profiles of other Users on Course Management

  • Improved styles for dropdown options to no longer restrict the width and truncate the label

  • Adjusted the Learning Path settings for Users who are able to review Assignment Submissions

    • Now able to select from the following (all are selected by default):

      • Admins

      • Global Leaders

      • Local Leaders and Local Group Leaders

      • Group Managers

      • Reviewers

      • Mentors

    • The User roles selected will be the only ones able to review the Assignment Submissions and who will receive notifications about the Submissions, revisions, and comments

  • Added audio player for Resources which have an audio file/MIME type

  • Added new Team Role option which can make Users assigned to the Team Role a Leader Manager

    • Leader Managers are able to see a limited view of My Learners, which limits the Learners they can see to only Local Leaders, Local Group Leaders, Membership Managers, and other Leader Managers

    • Leader Managers are able to edit the profiles of the Users they can see on the My Learners view

  • Various changes and improvements on Questionnaire Management’s single Questionnaire view:

    • Added ability to filter submissions by Submission Date

    • For CSVs generated on this view:

      • Converted “Place(s)” column to multiple columns, grouping Place names by Location Type

      • Changed default “- No Response -” value indicating no response to just “—”

      • Separated the date and time from “Submission Date” column into their own columns

Bug Fixes to 6.29.0

  • Updated finish account URL copy styles on Invites table in My Learners

  • Fixed issue with Course Management where selecting “No Image” wouldn’t properly reflect selected option when editing the Course

  • Optimized User selection dropdowns in Nova


Version 6.28.0 (2024-11-16)

Bug Fixes to 6.28.0

  • Fixed issue where coupons appeared to apply on premium Group ticket purchases but didn’t change the totals nor the amount charged

  • Fixed issue where removing participant on Group Registration which utilized a ticket wouldn’t remove the participant from the ticket on Manage Tickets view


Version 6.27.0 (2024-11-05)

New Features to 6.27.0

  • Added “No Image” option for selecting featured images on courses in Course Management

  • Further improvements to validation on User Imports

    • White-spaces automatically trimmed, better enforcement of email validation and first/last name in the uploaded CSVs

  • Added Notification Management for Learning Path completion notifications for Admin Users

  • Improved name sorting for Resources to be a more natural sorting type

  • Now requiring DOB on all User registrations

  • Updated Finish Account step for invited Users to ensure newly invited Users do not miss it

  • Performance improvements and optimizations for My Groups

Bug Fixes to 6.27.0

  • Fixed filter by Initial Learning in My Groups

  • Updated styles on PDF preview Resources

  • Fixed Dashboard notification for Users who are unauthorized via a Group Dependency only

  • Fixed the Country Code placeholder in phone number inputs, will default to “1” when no value is present

  • Places now have their own filter in the Directory, instead of showing up in “Groups: Other”

  • Fixed issues with Manual Completions not working for Learning Paths and Pathables on User Profile

  • Fixed issue with Assignment Restrictinos

  • Fixed style issues on removal requests

  • Fix style issues of Subscribe & Save on Learning Path and Course views

  • Fixed Download All button not showing up on mobile in Questionnaire Management

  • Fixed issue with Reset Password on User Profile linking to Dashboard when logged in

 


Version 6.26.0 (2024-10-23)

New Features to 6.26.0

  • My Learners: Invites enhancements:

    • Added pagination functionality to the table

    • Added “Finish Account” link-copy icon to the table

    • Groups appearing in the dropdown in the Invite modal will no longer contain any Child Groups of other Places

  • Optimized querying on Directory view which allowed the search input to be enabled at all times, regardless of total user count

  • Added ability to set order on Resource Libraries

  • Added ability to select specific Users to be the only Users with access to a particular Questionnaire’s Responses' sensitive data

    • This must be set in the environment file for the LEAD instance – please contact Fivable to be able to set this

    • Cannot be bypassed by impersonating the User

  • Added more details related to the import in the success email received after an import initiated on My Learners has completed

Bug Fixes to 6.26.0

  • Fixed various bugs related to Premium Groups using the “Tickets” premium type and their associated Listing Types, Listings, and Listing Requests

  • Fixed bug related to the improper tracking of learning duration (“Time Spent”) on Courses belonging to Learning Path curriculums

  • Fixed bug related to improper restoration of progress for Storyline Assets on Courses

  • Other various minor bug fixes and enhancements

 


Version 6.25.0 (2024-10-08)

New Features to 6.25.0

  • Added the ability to bulk-import Users to a Group via CSV upload on My Learners

  • Added the ability to customize the columns on the My Groups table, including some new column options

  • Enabled the selection of more than one additional Group for My Learners > Invite Learner

  • Added dedicated Questionnaire Field for SSN and made other minor improvements to Questionnaires

  • Added ability to set default sorting on a Resource Library

  • Extended (limited) access to My Groups to Local Leaders

  • Added support for viewing Resource PDFs within LEAD (as opposed to opening or downloading the file directly)

  • Improved several general aspects of LEAD’s appearance and UI

  • Several minor improvements to Ticket-based Group Registration

Bug Fixes to 6.25.0

  • Fixed an issue with Learning Path items' descriptions being truncated too aggressively when there is no image

  • Handled edge cases in multi-page Questionnaire validation

  • Fixed a sorting bug for Resource Libraries

  • Various minor bug fixes and enhancements

 


Version 6.24.0 (2024-09-18)

New Features to 6.24.0

  • Added a new payment paradigm using Tickets for Group Registration, which supports all payment options except tiered pricing. Users purchase Tickets up-front which can be used to add participants, send Tickets to other Users, and much more. Please inquire for further details

  • Added a new Group Registration feature called Listings, which allows you to manage any type of “slots” that registrants may need to request/claim, such as allowing participants to request hotel rooms for a conference. Please inquire for further details

  • Added the ability to download a CSV of Users from My Groups

  • Added a Learners' Places to the Questionnaire Responses table and CSV download.

  • Applied several visual UI alterations to make curriculum items and more smoother in appearance, particularly when no featured image is selected.

  • Added a Number field for Questionnaires

Bug Fixes to 6.24.0

  • Fixed an issue preventing Group Leaders from creating Questionnaires

  • Fixed visual issues with Course Management on mobile screens

  • Fixed an issue causing Courses hidden from Dashboard/Browse to 404 when visited directly

  • Various minor bug fixes and enhancements

 


Version 6.23.0 (2024-09-04)

New Features to 6.23.0

  • Updated Questionnaires' “First and Last Name” field to the “Name” field, which allows you to optionally request more information, such as middle name, suffix, and salutation.

  • Added Questionnaire field “Address” to simplify including a full set of address fields.

  • Improved look and feel of Questionnaire User Reports

  • Added ability to preview Questionnaire User Reports when creating or editing a Questionnaire

  • Added new Questionnaire create/edit section “View-only Access”, which allows you to specify conditions for giving leaders (managers, local leaders, holders of team roles) view-only access to specific Questionnaires

  • Made Questionnaire title clickable on Questionnaire Management table (opens the management view for the Questionnaire)

  • Changed default text for User and Place names on Recognitions to black (instead of blue)

Bug Fixes to 6.23.0

  • Fixed an issue where modals (such as Questionnaire submission confirmation) would behave strangely when stacked

  • Various minor bug fixes and enhancements


Version 6.22.0 (2024-08-20)

New Features to 6.22.0

  • More updates for Questionnaires:

    • In downloaded CSVs of Questionnaire submissions, we now display signatures and file uploads as URLs which link to an image of the signature or uploaded file

    • For “Email (Public)” fields in Questionnaires, we’ve added an option to enable a call to action for inviting the submitting user to create an account

    • New “Allow Printing” option for Questionnaires. This can be enabled to allow Users to download a copy of the Questionnaire for physical copy submissions

    • ***BETA*** New “Generate User Report” option. When enabled, Questionnaire Response reports will be sent to the User after submitting a Questionnaire. Users can review their submission on a new page, as well as download a PDF copy of their response. Please note this feature is functional but is still in development and not fully complete or designed and not intended for public use.

      • Users who manage Questionnaires will have access to new Report options for Questionnaire Fields to provide feedback and explanations for Fields to the User, as well as suggest Learning Paths and Courses for the User to take based on their response.

    • Additional measures for ensuring federal compliance of signatures collected via Questionnaires

  • Added options to create a tiered pricing structure for Premium Groups

    • Refer to Stripe’s guide for some details on tiered pricing

    • Supports volume-based pricing, where the charge for each participant corresponds to the final tier reached

    • Tiered pricing settings are configured in Nova alongside all other premium settings for a Group

  • Added option to exit and log out when attempting to un-impersonate as a sub-profile user – this will be useful for users with sub-profiles who have used the magic link to log in or who have forgotten their password

  • Add setting on Courses to prevent learners' access to the Course’s content after its completion

  • When a user has earned a certificate for completion of a Learning Path, they are now emailed to inform them of this and are provided a link to the certificate in the email

  • Error pages now include the app header and footer when an error has been encountered while the user is logged in

  • 404 error pages now match the design of other errors and provide a link to return to the homepage when the user is logged in or to return to login when the user is not logged in

  • When viewing a Learning Path’s curriculum on the User Profile, we now properly display the selected items for Collections

  • When manually completing a Learning Path on the User Profile, we now handle cases of unfilled Collection slots so the Learning Path can reach 100% curriculum completion

  • Added “Active” and “Inactive” filter groups in the Directory view which have the following options:

    • Active: Last 30 days, Last 90 days, Last 12 months

    • Inactive: Over 30 days, Over 90 days, Over 12 months, Always

      • “Always” will retrieve users who have no recorded activity in the app

  • For the registration view for a Premium Group which allows adding other users, a line has been added below the participants in the payment section to display the total

  • Improvements for coupon entry on the registration view for a Premium Group, as well as clearer indication when a coupon has been applied

Bug Fixes to 6.22.0

  • Fixed issue of not properly updating the Group Registration view in the case of a sub-profile user completing Stripe payment for a Premium Group

  • Fixed issue of being able to click the Magic Link button on the login view multiple times, resulting in multiple emails being sent containing the Magic Link

  • Fixed issue where the index view of Resource Libraries is displayed at the /resources URL when there’s only one not-hidden Resource Library


Version 6.21.0 (2024-08-07)

New Features to 6.21.0

  • We have a lot of new features for Questionnaires this release!

    • Added a Page Break field. Questionnaires can now be broken up into multiple pages by adding a Page Break field in between your fields.

    • We added a new Likert Table field! Now you can group together multiple questions for a Likert response on a single table field in Questionnaires.

    • Users can now save their progress while doing a Questionnaire. Users will be able to see a new save icon on Questionnaires, allowing them to save an in-progress Questionnaire and return at a later date and finish the Questionnaire.

    • Questionnaires can now be duplicated in Questionnaire Management. Similar to Course Management, Questionnaires can now be duplicated while viewing the table in Questionnaire Management or while editing a single Questionnaire.

    • We added an AI Assistant on the Questionnaire Management single view! Users will now have access to an AI Assistant, to aid with the management of the Questionnaire they’re viewing.

      • This feature is in Beta, please let us know if you have any feedback while using it!

      • Speak to Fivable about enabling this feature for your instance.

    • The submitted date is now included on CSV downloads of Questionnaire Submissions

  • Extending coupon auto-apply functionality to Group Registration

  • Added option to be able to apply fixed amount coupons per participant in Group Registration

  • Added an option on Products to auto-join Users to a Group

  • Added the option on Group Registration In Progress Cards on the Dashboard to delete the User’s Registration

  • Moved the Course Restart CTA to the Context Menu on Courses in Curriculum and added a confirmation dialogue to prevent users from accidentally resetting their Course Progress

Bug Fixes to 6.21.0

  • No longer allowing sub-profiles to create and add a Family Member during Group Registration

    • Now they get auto-added as the Registrant when starting Group Registration

  • Fixed an issue with showing Dashboard Hero if it links to an asset that has User Scoping

  • Fixed sorting by submitted date on Questionnaire Mgmt

  • Fixed an issue in My Tasks when filtering by Overdue, a single task would show up multiple times

  • Fixed an issue where the Completed Registration Card was lingering on the User’s Dashboard when it no longer should

  • We’re now displaying Questionnaire Responses for multi-select and drop-down fields in a more User-friendly way

  • Fixed an issue where new Family Members were not inheriting Places when the option was selected

  • Curriculum styles were cleaned up on User Profile

  • On Courses in Nova, Completion Questionnaire changed to non-required field

  • Fixed overlapping labels for Courses that are both Remote and Electives

  • Fixed an issue where Users could access Premium Link Resources when the link was clicked

  • Fixed an issue where creating/updating Questionnaires with an LP attached would error

  • Fixed LP Certificates always regenerating themselves when Print Certificate was clicked

  • Several server-side improvements and exception fixes


Version 6.20.0 (2024-07-16)

New Features to 6.20.0

  • Made Resources and Resource Packs publicly accessible, similar to Learning Paths and Courses, in a preview format

  • Admins, Global Leader, and Mentors can now view a read-only preview of Course content

    • Mentors are only able to view this from their Mentee’s Learning Paths

  • Admins and Global Leaders can now manually complete Courses and Learning Paths for Users via the User Profile

    • Visit the Courses table and Learning Path curriculum on a User’s Profile to find the new control

  • Added a Detail modal for Learning Path curriculum

    • When viewing a Learning Path, use the context menu to view details about your selected learning material

  • Resource Download links now open in a new tab, to avoid interrupting your learning

  • On the Participants table in Course Management, users who have only bookmarked the Course will now be distinguished by the “Interested” status

  • Users' time spent viewing a Course will now be tracked and stored, made viewable on their User Profile

Bug Fixes to 6.20.0

  • Fixed issue when creating a new Course via Course Management, unable to reach Hide from Dashboard and Browse step

  • Fixed issues with Custom Tag Filters for Resources

  • Fixed issue where certain Team Roles were circumventing Licensing Rules

  • Fixed issues with adding a User to Groups and Places via Edit User Profile


Version 6.19.0 (2024-07-02)

New Features to 6.19.0

  • Added ability to set email logo for a Group via My Learners

    • This will be used in Group-specific emails in place of the default email logo, same as the feature added in the previous release that was initially only available for management on the backend

  • Anywhere the LEAD placeholder email was being displayed for sub-profile Users has been replaced with a link to the Creator User’s profile

  • Added column for displaying Child Groups for Users in My Groups table view

    • The column will only appear if the Group being viewed has them

  • Added a button to allow for escaping from the email verification screen and returning to login

  • Optimized Assignment Submissions view and added a field for filtering by creation date

  • Added feature to block Course completion pending completion of associated Questionnaire

  • Added ability to notify Users appearing in Course Management detail view

  • Removed redundant date-time displayed on registered In-Person and Remote Courses with only one session in Learning Path curriculum

  • Added ability to attach Users to Instructor entities, which allows those Users to view a limited view of Course Management for Courses associated with the Instructor

  • Added ability to associate Collections to a Course in Course Management

  • Added ability to hide Course from Dashboard and Browse in Course Management

Bug Fixes to 6.19.0

  • Fixed issue where Team Role remained associated with assignee Users after Team Role was deleted

  • Fixed issue where Admin and Global Leaders who were Reviewers for a Group were not able to see Assignment Submissions in Learning Paths where Submissions are restricted to Reviewers

  • Fixed issue where Featured Image wasn’t set in Questionnaire Management create or edit

  • Fixed style issues with Tincans and other Courses, Assignments, etc on mobile

  • Fixed issue where capacity set on Course or Event Date within Course wouldn’t properly restrict access to Users attempting to register for the Course/Event Date


Version 6.18.0 (2024-06-18)

New Features to 6.18.0

  • Added instance-configurable option to include a “help email” on Forgot Password

  • Improved visibility of various roles and permissions within Groups such as Mentors, Reviewers, and Group Managers (icons and filters corresponding to these roles for instance)

  • Added ability to set an email logo on a Group, which will be used in Group-specific emails in place of the default email logo

  • Many general improvements and UI overhaul to Course Management > Participants table

  • Improved functionality of manually adding a User to a Course in Course Management, including the ability to set their status and event date (when applicable)

  • Improved Remote Course Joined email to include more relevant details

  • Improved the Mentor experience significantly, including the ability to directly add Mentors to Groups as well as allowing Mentors to view all of their Mentees and Manage Learning via Group Management

  • Registering for a Remote/In-Person Course that belongs to a Collection will now automatically fill an empty slot in any relevant Collection in the User’s Learning Paths. This is communicated to the User when registering.

  • Many other minor improvements to the user experience

Bug Fixes to 6.18.0

  • Fixed issue where Group Managers could not see child Groups they manage if they did not also manage the parent Groups

  • Fixed issue where invoices paid on the day of invoicing were not having their membership dates updated correctly

  • Fixed issues with Questionnaire Management pagination

  • Fixed an issue where new Family members promoted to independent profiles would receive duplicate “New Relationship” emails

  • Fixed an issue with Completion Date accuracy on Course Management

  • Fixed an issue with scoping various Learning items to Places


Version 6.17.0 (2024-06-04)

New Features to 6.17.0

  • Added ability to include descendants when restricting by Place on In-Person Courses and Remote Courses

  • Performance improvements for Team Roles, Places, and Groups

  • Including more contextual info on Questionnaires about which User the submission is for

  • Switching default Date Picker style on Questionnaires

  • Updated Email Confirmation page, for less confusion

  • Adding max character length for Remote Course URLs

  • Updated the workflow for creating a new IPC/Remote Course to decrease confusion when setting session capacity and defining requirements

Bug Fixes to 6.17.0

  • Fixed issue where Invited Learners were not getting added to Parent Groups when added to a Group (when auto-add to parents enabled)

  • Fixed issue with being unable to remove User as a Local Leader

  • Collection Drawer now opening automatically when a Collection is the next Pathable in a Learning Path

  • Updated the display of Remote and IPC items in a Learning Path to reflect sensibly when no upcoming event dates are available

  • Fixed issue with File Upload fields on Questionnaires not behaving properly when set to optional

  • Fixed issue where email notifications for Remote Course signup were not getting sent

  • Fixed issue with displaying Tasks that required a signature

  • Fixed nav menu on mobile, was displaying wrong items in nav

  • Fixed issue with Coupons being applied improperly when purchasing for multiple participants during Group Registration


Version 6.16.1 (2024-05-21)

New Features to 6.16.1

  • Authorization Expiration Date has been added to the My Group table for Group Management

  • Individual sessions can now be marked complete manually for Courses that require all sessions

  • Group Registration now has improved feedback when Questionnaires are completed

  • Renewal Opportunities now filter out anything that cannot be completed by the authenticated User

Bug Fixes to 6.16.1

  • You no longer have to confirm somebody is over 13 unless making an independent account

  • Fixed an issue preventing a Learning Path from loading with a pre-requisite Collection

  • Mentor’s can now click to view an Assignment Submission on their Mentees' Learning Paths again

  • Several issues related to QR Code Completion PDFs for Courses have been resolved

  • Various improvements to UI feedback


Version 6.16.0 (2024-05-13)

New Features to 6.16.0

  • Learners will now receive updated Learning Path content by default when creating a new Learning Path

  • Questionnaire submissions collected during Group Registration are viewable by Group Managers in Group Management view

  • Added registered date to the Remote Course and In-Person Course cards found on the Dashboard

  • Added ability to edit Location of Groups in the detail view of Nova

  • Adding Hyperlink format to WYSIWYG for messaging learners

  • Added the Reviewer ability to Groups

    • The role can be granted to a User by viewing the Group and finding the User in the Users table (similar to assigning a User as a Manager).

    • Learning Paths now have a new option for Assignment review restrictions. Setting this to values “Matches” and “Reviewers” will change who receives and reviews Assignment Submissions when Users complete Assignments in the Learning Path

  • Reports now have a default “End Date”

  • Now obfuscating email addresses on My Family when adding Users to increase User Privacy

  • Added upcoming sort option when viewing Pathables to add to a Collection on Learning Paths

  • Added Report Issue link to the Management Nav

Bug Fixes to 6.16.0

  • Fixed issue with Group Registration bypassing required Questionnaire

  • Fixed issue where creating an IPC as a Local Leader didn’t restrict the IPC to the LL’s Place and 404’d on submission

  • Added a missing TOS checkbox on Finish Account Registration form

  • Fixed issue where Resources were locked in the Learning Path Single view when they shouldn’t be

  • Fixed Questionnaire success message when re-submitting after filling in required fields

  • Fixed Calendar dates for midnight not showing up on the Calendar

  • Fixed Registrants in a Group that are not yet members are showing up in the Directory view

  • Fixed multiple issues with Group Registration

    • Issues signing up to Groups that have Child Groups

    • Issues with Registration Process being skipped after payment

    • Issue with Create Account modal resolved

    • Issue showing wrong Initial Learning Paths when joining

  • Fixed style issues on My Family

  • Updates to minimum age requirements for consistency across all places of registration

  • Fixed issue with task scoping for Local Leaders

  • Fixed issue where Course Management view was showing times in UTC instead of local timezone

  • Fixed mobile style issues in Learning Path curriculum

  • Fixed issue during Course Creation where capacity was being asked after already setting per-session capacities

  • Removed “+Member” action from My Family sup-profiles while logged in (Sub-Profile users should not be able to manage their own My Family until they are independent accounts)

  • Fixed counts of My LEAD “Serving” donut charts

  • Fixed showing of registered event date cards for IPC/Remote courses on Dashboard and Browse

  • Fixed style issues of video embeds using Wistia on Resources

  • Added ability for My Family managers to edit sub-profiles after promoting a sup-profile, up until the promoted sup-profile completes their registration

  • Fixed My Family owner/manger not able to edit their own profile from the My Family view

  • Fixed issues with Learning Path reports

  • Fixed issues with $0 membership auto-renewals

  • Fixed issues with some Communities not loading

  • Fixed issue where Filtering by Tags and Categories on Dashboard/Browse were not working

  • Fixed misc. server exceptions and performance improvements

Version 6.15.0 (2024-04-23)

New Features to 6.15.0

  • New Group/Team Role option added: Membership Manager

    • This will only appear for instances having Products which create memberships

    • Streamlines the initial invoicing and replacement of billed individual for memberships

  • Added Magic Link functionality

    • Users can now login via Magic Link

    • This can be found in the “Forgot Password” workflow on the Login Page. Requesting a Magic Link will send the User a time-sensitive URL that will log them into LEAD.

  • Modified email subject and body slightly for notification that’s sent when new User is invited and assigned to Subscription seat

  • New email notifications for existing User assigned to or removed from Subscription seat

  • Added security measures for Questionnaire Responses

    • Removed ability to view content for Responses in Nova

    • Added logging for access and downloads

    • Encrypted the content in the database

  • Added option to Groups to enable auto-joining of Parent Group when Group is joined

  • Added option to Learning Paths to enable auto-enrolling in single-session In-Person and Remote Courses that are part of the Learning Path’s curriculum when the Learning Path is joined

  • Added options for sending reminder notifications for In-Person and Remote Courses either one hour or 24 hours before the event (where either or both can be disabled)

  • Standardized minimum age requirement environment variable to apply to sub-profile elevation (instead of just registration)

  • Instead of listing numbers for each type of pathable at the top of a Learning Path single view, we are now displaying a count of all available items beside the label “Modules”

  • New User Registration: Instances where City and Place were once collected in a modal before collecting the rest of the registration information now have the collection of City and Place as part of the regular registration form – modal interruption for City and Place has been removed completely

  • Assignment Review: User’s name now links to their profile

  • User Profile: Group names now link to their Group Mgmt view (for Admin and Global Leader Users only)

  • Removed references to Virtus, Training Date, and Background Check date on instances where those things are not relevant

  • Various improvements to My Family management workflows

  • Style and functionality improvements for setting Event Dates and their details in Course Management (create and edit)

Bug Fixes to 6.15.0

  • Fixed bug which prevented Local Leaders and Local Group Leaders from creating Tasks

  • Fixed bug where various fields became disabled after entering a valid email when elevating sub-profile to full profile in My Family

  • Added coupon field to Group Registration view (when applicable)

  • Fixed bug where registering a new user from Group Registration public view did not close the modal and redirect to email verification view on success

  • Fixed style and functionality bugs with Collections on mobile views


Version 6.14.0 (2024-04-09)

New Features to 6.14.0

  • Added additional LEAD Terms of Service and Privacy Policy checkbox to registration form (this does not replace existing instance-specific Terms & Conditions)

  • Added ability to add Description to Questionnaire Fields

  • Style improvements for mobile screen sizes on Group Registration view

  • Style improvements for Topic buttons on Browse view

  • UI improvements in Questionnaire Builder, specific to conditional logic on a Questionnaire Field

  • Added option to filter by In-Person and Remote Courses when viewing the sidebar containing items available for adding to a Collection within a Learning Path

Bug Fixes to 6.14.0

  • Fixed bug where Local Group Leader was not authorized to send messages to their learners via My Learners view

  • Added context menu option for Group Managers to be able to view their Group Members' User Profiles

  • Fixed bug where Remote Course with specified length was not displaying on RSVP’d Users' Dashboards for the duration of the Course after its start time

  • Fixed bug with setting authorization status for Group Members on instances using manual compliance dates

  • Fixed style bug related to Groups nav on Safari at mobile screen sizes


Version 6.13.0 (2024-04-02)

New Features to 6.13.0

  • Added ability to customize the label appearing for Instructors (no longer hard-coded to “Instructor”)

  • Added ability to require completion of Questionnaires for Group registration

  • Group Managers can now view and edit user profiles of users in their Group

  • Added ability to configure Date of Birth to appear on User registration form, as well as configuring a minimum age for Users who are registering

  • Remote Courses now have an option to require attendance for all event dates

  • Added new field to enable auto-joining of Groups upon joining Learning Path

  • Queue fields such as “Acceptance Subject”, “Acceptance Content”, etc. are now nullable and not required for creating a Queue

  • Filter sidebars appearing throughout the app now have Cancel/Apply buttons pinned to bottom (no need to scroll to the bottom of a long list of filter options in order to take an action)

  • Length is no longer required to create or edit a Course in Nova

  • Added Sensitive Data attestation checkboxes for Assignments and Questionnaires

  • UI and Functionality improvements to Collections

  • Improved Group Registration view

    • Adding details such as description, Parent Group, premium cost and interval

    • Allowing a User to register members of their Family in a Group

    • Providing a singular simplified interface for completing Questionnaires and payment

  • Added ability for Groups using authorization statuses to have their members' statuses be reliant on their status in another Group (“Group Dependencies”)

Bug Fixes to 6.13.0

  • Fixed issues with adding Users to Groups in the backend

  • Fixed issue with Payment label on premium items not appearing in Browse

  • Fixed issue with Local Group Leaders being able to see My Team

  • Learning Path field now pre-populating the registration field when User registers from the Public View

  • Fixing redundant connections in My Family

  • Fixed Pending Assignments not appearing for Local Leaders

  • Fixed issues with Questionnaire Response downloads

  • Fixed issues with viewing hidden/inactive products and products not appearing with certain resources

  • Fixed issues with invitation emails in My Family

  • Fixed labeling issues in the Collection Drawer

  • Fixed labeling issues for moderators in My Community

  • Fixed issue where users could create relationships with sub-profiles that were not theirs


Version 6.12.0 (2024-03-14)

New Features to 6.12.0

  • Made Date of Birth a field on the User object rather than a User Meta. Now displaying “Date of Birth” on all user profile edit forms

  • Provided access to download Certificates for applicable Learning Paths from My Groups: Manage Learning view

  • Added ability to make individual Resources and Resource Packs premium

    • When Fee for Premium Resources/Packs is not set, the Resource/Pack can only be unlocked by Subscription to either a Product that’s directly associated with the Resource/Pack, or by a Product that is specified to unlock all Resources

    • When Fee for Premium Resources/Packs is set, the Resource/Pack can be unlocked as described above or by paying the fee

  • When sub-profile in My Family has age of 13+, require checking the box that confirms they are at least 13 years old

  • Added Questionnaire Field Types: Signature and File Upload

  • Various style and functionality improvements in My Family, including clearer language when establishing a connection to another User after being notified of the User initiating one

Bug Fixes to 6.12.0

  • Fixed bug with messaging a searched/filtered subset of Task assignees on the Task Management view

  • Fixed bug with Group Authorizable completion setting status to “authorized” despite User not having completed Initial Learning

  • Fixed bug with City not appearing in the table of Local Tasks on My LEAD


Version 6.11.1 (2024-03-06)

Performance Improvements and Stability Updates

Version 6.11.0 (2024-03-04)

New Features to 6.11.0

  • New Groups-based navigation sidebar

  • Place to Group conversion:

    • A large development effort to migrate the usage of Places to Groups in LEAD has taken place

    • Users should notice significant performance improvements with this change, as well as many more performance improvements in the weeks to come as we continue to optimize LEAD

  • Group Managers can now access Questionnaire Submissions from the Manage Learning view in Groups

  • Added per-instance ability to disable Assignment Submission notifications going out to Local Leaders

  • Added copiable Completion URL/Link for Remote Courses in the Course Management Single View

  • API Endpoint updates

    • New Course Pathable polling URL endpoint

    • Added Assets to Course show endpoint

    • Added Learning Path join endpoint

  • Added “This Group is a Place” Checkbox on Groups in Nova to toggle Location dropdown

  • Addition of My Family feature

    • Users will have access to My Family, where they can establish family relationships with other Users, create sub-profiles, and more.

    • The addition of My Family to LEAD will enable many more learning opportunities to you and your loved ones!

  • Added ability to set Background Check and Training dates when editing Users

Bug Fixes to 6.11.0

  • Fixed issue with Collections being added to Learning Paths after User joining

  • Fixed usage of Collections as an Elective

  • Fixes to Stripe integration and Stripe Portal

  • Fixes to 100% Coupons

  • Fixes for LRS authentication and data handling

  • Fixed Users being placed in Groups twice when joining

  • UI Fix for Learning Path Cards when Custom Labels are not present

  • Fixed pagination of Submissions when viewing Questionnaires in Questionnaire Management

  • Fixed issue with soft-deleted Announcements


Version 6.10.15 (2024-02-14)

New Features to 6.10.15

  • Added ability to set a custom label on a Learning Path which will appear on the card for the Learning Path appearing in Dashboard and Browse

  • Added Collections feature

    • This is a learning item which can be associated with Learning Paths and can be populated with Assignments, Courses, Questionnaires, Resources, and Resource Packs

    • Alongside setting the items listed above, an admin must also define the count of items which are required to be completed

    • When a learner sees a Collection in their Learning Path curriculum, they are able to select the learning items they would like to complete to mark a completion for the Collection

  • Added ability to make Groups premium

    • Payment for member access to a Group can either be done via a one-time payment pattern or via a subscription, where the member will be billed at a specified interval and cancellation or failure to pay results in loss of Group membership

  • Added ability to use Stripe Connect to route funds to other Connected Accounts

    • Stripe Connect Setup (involves some coordination with Fivable)

    • Once configured, a Connected Accounts management page will appear in the dropdown navigation for Admin users, and you can create Connected Accounts and copy invite links to send to those accounts' administrators.

    • When the other account’s administrator follows the link, they will complete a form to connect their account to yours (the platform account) and the status in LEAD will change from “Pending” to “Connected”.

    • Once an account is “Connected”, you are able to assign it to a Premium Group and funds from payments for that Group will be transferred into the Connected Account, rather than your platform account (which is the default behavior).

Bug Fixes to 6.10.15

  • Fixed bug where Learning Paths attached to Groups with the type “Assigned” would be auto-assigned to Users who weren’t members of the Group

  • Standardized font family used throughout app and using paragraph element in more places, where applicable

  • Fixed bug where User is able to bypass Learning Path prerequisites and visit Assignment directly from their User Profile

  • Fixed bug where the clicking the messaging option for a Group Member in the My Groups view would not display the messaging modal

  • Fixed bug where clicking the “Cancel” button in the messaging modal in My Groups wouldn’t close the modal


Version 6.10.14 (2024-01-17)

New Features to 6.10.14

  • Added ability to filter Group Members by other Groups in My Groups view

  • Added ability to add Child Groups to Group Members in My Groups

    • Note: This will only be available for Groups which have Child Groups

  • On successful purchase of an In-Person Course, the purchasing User will either be auto-RSVP’d to the only upcoming date for the Course or will be prompted to select one of the upcoming dates when redirected back to the Course view

  • Added an “Amount Paid” column to Course, Course Container, and Learning Path reports

  • Added a column to the Learning Path report to indicate if the User has a Completion for the Learning Path

  • Added a “Public” column to the list of Questionnaire in the Questionnaire Management view which will contain a clickable link to the Questionnaire if it contains a “Email (Public)” field and will be blank otherwise

  • Added feature to Communities to restrict Community Post creation to Admins, Global Leaders, and moderators

    • Community Members can still like, comment, and reply to comments

  • Made some general improvements to the look-and-feel of the Community views

  • Added columns for “Posts in last 7 days” and “Comments in last 7 days” to the Community Members view

  • Added a public share link to Learning Paths in Nova

    • This will make the Learning Path shareable to anyone, regardless of scoping or other restrictions placed on the Learning Path

  • Added the ability to set a Location on Groups

    • This includes the addition of Location Types, which are both their own entity and a required field which must be set on a Location

Bug Fixes to 6.10.14

  • Fixed issue where “Buy” button would persist after successful purchase of a Course if the User already had a relationship with the Course prior to making the purchase

  • Fixed issue in My LEAD: Learners where the “Invite Status” filter wouldn’t further filter the Users and would instead add them for the “Accepted Invite” value for the filter

  • When selecting a Group to join upon registration, the User will now be auto-joined to the Initial Learning Path for that Group if it’s the only Initial Learning Path and if the Learning Path is not premium

    • This will prevent a potential 404 from occurring on redirect to the Learning Path after registration and email verification that would occur if the Learning Path was set to be “Hidden unless assigned”

  • Fixed issue where restoring a soft-deleted User would restore all User Invites that were soft-deleted on or after the restored User’s deletion date

  • Fixed loading spinner alignment on the Learning Page

  • Fixed issue where resetting Course progress wouldn’t also reset any completion or quiz results for the Course

  • Fixed issue where a Submission for an Assignment which has “File Upload w/ WYWISYG” submission type would not successfully validate the Submission if it only contained files

  • Fixed issue where a User belonging to multiple Queues in a Group would be removed from the Group after rejection from the Queue

    • Now the User is only removed from the Group if the Queue they’re rejected from is the last one needing review for the Group

  • No longer displaying the “unauthorized” icon for a User’s Group status on their User Profile if their status is “accepted”

  • Fixed issue where the pre-creation confirmation modal for Community creation was displaying an incorrect count if the Community was only scoped by Group(s)

  • Fixed issue where Users with expired Subscriptions to Products granting them access to Resources continued to grant them access to all Resources

  • Fixed issue where Resource and Resource Pack replication in Nova didn’t copy over any Categories and Tags associated with the Resource/Pack


Version 6.10.13 (2024-01-02)

New Features to 6.10.13

  • Added new field type to Questionnaires: Email (Public)

    • Questionnaires with a field of this type will be accessible publicly and outside the context of Learning Paths and Tasks at the following URL: /questionnaires/{id}

    • When this Questionnaire is submitted by someone who is not logged in, the value for the email field will be used to either find or create a User having that email address, and the Questionnaire Response will be associated with them

Bug Fixes to 6.10.13

  • Fixed issue with ability to download PDF or CSV of users in Directory view

  • Fixed issue with scoping by Team Role for Communities and Tasks

  • No longer displaying “Download” button for Resources belonging to a Resource Pack which aren’t able to be downloaded (e.g., Video Resources with no URL or which have been set to embed-only)

  • Fixed issue with Drafts count displaying 0 unless viewing Drafts filtered view on My Courses

  • Fixed issue with User’s Virtus Compliance Status being improperly set to false when User has valid Training and Background Check dates and no Groups tracking Virtus

  • Fixed issue with being able to view and manage images on resources in Nova


Version 6.10.12 (2023-12-19)

New Features to 6.10.12

  • New Directory feature, allowing for viewing basic User information

    • Accessible to Admin and Global Leader Users, as well as

    • Subscribers to Products that have the “Users subscribed to this Product can view a Directory of other Users who can also view the Directory via their Product access” feature enabled (in Nova)

  • Added clearer feedback for completion of a Questionnaire in a Task

  • Replaced dropdown filter with sidebar filter on My LEAD: Learners view, allowing for selection of multiple filters

  • Added option to sort Community Posts by last updated / last commented

  • Widened the searchable dropdown field for selecting Groups in the My Courses creation workflow

  • Added ability to auto-assign other Place(s) when certain Place gets assigned to User

  • Improved My Courses list view by displaying Courses in a table and allowing for searching and filtering

  • Upon selecting an Initial Learning Path from the modal that appears after a User has joined a Group with more than one Initial LP, User is now redirected to the Learning Path curriculum view

  • Allowing the setting of only a Place or Placeless Template for a Recognition Template in Nova

    • This will bypass the standard logic of always using a Place Template when the User has Places assigned to them upon generation of a Certificate for a Learning Path

  • Added option to “Remove Mentor” when Managing Matching in My Groups

Bug Fixes to 6.10.12

  • Fixed issue with Local Leaders and Local Group Leaders seeing all Remote and In-Person Courses in the My Courses view; should only see Courses scoped to their Stackable Place(s) (and Group(s) in the case of Local Group Leaders)

  • Fixed issue with Premium Course single view displaying both the “Buy” and primary action button (“Start”, “RSVP”, or “Participate” depending on the Course type) before a user has purchased the Course

  • When Virtus expiry interval is updated for a Group and User’s Background Check or Training have expired, properly setting User’s Virtus Status to false (i.e., non-compliant)

  • Fixed issue with Users who have registered with an unsupported language and locale not seeing content that has been scoped to a supported language – will display content restricted to the first supported language if User has an unsupported language

  • Fixed issues with sorting and filtering Resource Libraries' Resources and Packs by Season

  • Fixed In-Person Courses displaying 404 on single view when all dates are past

  • Fixed issue of two “View” buttons appearing for Remote Courses on a Mentor’s view of a Mentee’s Learning Path

  • Displaying all Resources and Packs by a particular author when an author name is clicked on a Resource / Resource Pack single view


Version 6.10.11 (2023-11-22)

New Features to 6.10.11

  • New Resource Library feature:

    • Create custom Resource Libraries to help organize your LEAD resources.

  • Users can now create Remote Courses using the existing In-Person Course Management feature.

  • Users can now restart tincan and storyline courses by resetting currently saved progress.

  • Updates to My Groups:

    • Added ability to filter by Place.

    • Added further customization to Virtus compliance on groups, ability to toggle inclusion of Virtus Training expiry and Background check expiry in Compliance calculation.

  • Granted Admins the ability to bypass Learning Path and Course prerequisites.

  • Improved the User Experience for new users registering an account in a LEAD instance for the purpose of joining a Public Remote Course.

  • Improved UX of Remote Courses.

    • Better RSVP flow from Dashboard/Browse and the Remote Course single view.

Bug Fixes to 6.10.11

  • Fixed issue with URL-encoding for user uploaded Resource files.

  • Fixed User counts found in My LEAD / My LEAD: Learners and in Communities.

  • Added badge/tag to Assigned type Learning Path cards in Group Management.

  • Showing/hiding text messaging option in messaging modal when Twilio is enabled/disabled.


Version 6.10.10 (2023-11-07)

New Features to 6.10.10

  • Manual Virtus compliance dates override feature where Admin Users can manually enter dates for training and background check

  • Several improvements to Featured Images

    • Storing Featured Images in AWS S3 with a timestamp included, so non-unique filenames don’t cause an overwrite of the source file in S3

    • Added “Name” field to Featured Images for easier identification

    • Added preview of image when assigning Featured Image to an item in Nova

  • Altered Dashboard Community preview when the User or LEAD instance has only one Community to display the Communities list instead of the one Community’s “About” and “Guidelines” information

  • Removed paywall from Resource library view, allowing Users who don’t have access to Resources to see, filter, and sort Resources and Packs.

    • Paywall remains on single Resource and Pack views.

  • Calendar now loads dates from 3 months before through 12 months after the time of page load

Bug Fixes to 6.10.10

  • Fixed issues with sorting Group Users table on My Groups view

  • Fixed issues with context menu options for Group Users in table on My Groups view

  • Fixed issue with not auto-assigning Group Users when a Group Learning Path’s type changed to “Assigned” from something else

  • Changed text for Courses in the Curriculum modal accessed via the Learning Paths table on a User’s profile to say “Not Started” instead of “Failed”


Version 6.10.9 (2023-10-25)

New Features to 6.10.9

  • Remote Courses now stay on a User’s Dashboard for the length of their duration

  • Added a Table View to My Groups to display Group Users, replaces Card View when the number of Group Users is greater than 20

  • Added a new “Assigned” Learning Path association type for Groups, this will auto-assign the Learning Path to the Group’s Users when the Learning Path is added to the Group and when Users join the Group

  • Added new ability to pin Community Posts to the top of a Community feed

  • Added confirmation modal when creating and editing a Community

  • Several improvements to the Resource Library:

    • Improved readability of Resource titles

    • Increased Resources shown per page

    • Added button for clearing/resetting filters

Bug Fixes to 6.10.9

  • Fixed issues with clearing saved filters on My Learners

  • Fixed issues with showing incorrect curriculum item statuses on LP Curriculum View in My Profile

  • Updated Tincan and Storyline completion logic to not created duplicated passed/100% LRS Results

  • Fixed Assignment Submission notifications for certain Group setups

  • Fixed issue with User Invites

  • Fixed issue with Courses marked hidden from Library appearing in the Catalog on User Profile

  • Fixed issue on Community Members table pagination

  • Fixed issue with Cohorts giving access to incorrect Terms on occasion

  • Misc. performance improvements and optimization


Version 6.10.8 (2023-10-11)

New Features to 6.10.8

  • Added option to disabled completion notifications for Courses

  • Added Coupons

    • Coupons info (if applicable) will show in Learning Path Reports

    • Coupons can be auto-applied to users who are subscribed to a specific Product

  • Added Learning Path status filters (in progress, not started, complete) to My Groups

  • Added Products to User Scoping on Announcements in Nova (admin)

  • Added more details to Upcoming Remote Course reminder notifications

  • Started tracking “last activity” for Users and displaying this on User Profile and My LEAD

  • Updated formatting of the Questionnaire Responses CSV download

  • Added Questionnaire Responses download for Users in Queue in Group Management

  • Updated behavior of Complete Profile button - displays until User’s Street Address Line 1 is filled in

Bug Fixes to 6.10.8

  • Fixed Conditional Logic issues on Questionnaire Management

  • Fixed Content alignment in the page footer

  • Fixed issues with 30 day login notification being sent to incorrect users

  • Fixed Learning Path notification being sent to Global Leaders

  • Fixed User Profile picture uploads

  • Fixed My LEAD: Learners PDF download server errors