View Recent Enhancements to SMS Pro

Date Module Affected Enhancements
05/15/2026 Document Review

Added Auditing form and Document Manager integration to document review of these documents with quick select

05/08/2026 PHAT

Added ability to notify assigned managers of coming due / overdue Hazards to be reviewed

05/08/2026 Continuous Improvement

Added new chart - Reporting delay from TimeOccurred to ReportedDate. Helps you visualize your reporting culture. https://app.screencast.com/QIsp3XBNIWgrJ 

05/08/2026 Data Analysis and Export

Added new column to "Number of Issues" grid: Days Until Reported, which details how many days from the reported date of occurence until the date the report was submitted. This column is hidden by default and must be selected to be displayed when right clicking in a column header and selecting "Columns"

05/08/2026 Auditing

Added new setting "Do Not Create Default Audit Team Members" found under "Scheduling" settings in the Settings pop-up. Will offer the option to not include the user scheduling the audit and the selected responsible manager to the auditing team by default when scheduling an audit.

05/01/2026 Auditing

Added new chart detailing "Audit Passrate" by quarter, will show all passed audits, non-conforming audits, audits with concerns, and the passrate. can also view details for audit passrate by Vendor or Location.

03/27/2026 Policy Manager

Added AI assisted SMS Manual generator, usefult to smaller new operators that are overwhelmed with SMS setup

03/06/2026 Issue Manager  

Suggested classifications - SMS Pro will suggest KPI classifiations based on the issue narrative (requires AI Agreement). Overview: https://app.screencast.com/e4HPCLgyBTeLV 

03/06/2026 Issue Manager 

When issue is branched to another division, "Reported Date" will be set to the time of branching (to avoid on-time closure penalty when branching old issues). Original reported date will be documented in the comments.

02/27/2026 Issue Manager

Added "KPIs Only" filter to classification trees (only supports L3 KPIs). Quickly show important classifications without digging throgh the tree.

02/20/2026 Issue Manager

CPA deadline update now triggers the same emai to the CPA assiggee as updating "Instructions to Users Performing Task

02/20/2026 Policy Manager

Added AI assisted policy generator for companies with no policy in place. Requires operation type and number of employees to generate appropriate policies for the organization. Can be created in other languages for the portal.

02/20/2026 Duties and Requirements

Added AI assisted duties and responsibilities generator for companies with no policy in place. Requires operation type and number of employees to generate appropriate content for the relevant company roles. Can be created in other languages for the portal.

02/20/2026 Issue Management

Added AI Assisted Risk Statement generation. Requires signed AI Use agreement to be turned on.

02/13/2026 Issue Manager

Added "Custom Report View" to all areas that the Short Description of the issue appears to review any relevant details when managing an issue.

02/13/2026 Auditing

Added ability to submit additional findings from Auditing module on Manage Findings tab.

02/06/2026 Duties and Requirements

Added setting to incorporate message board in Duties and Requirements updates. Users in affected role can be informed up updates to acknowledge.

Past Change Log Entries

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