What’s new

• The first time you assign a form, audit, or task to an email address, that person gets an email to set up a Catalyst login.
• They enter their email address, request a verification code, and use it to choose a username and password. They can open the work assigned to them and what is attached to it.
• They sign in the same way next time, from the Catalyst sign-in page.

For administrators

• In Manage Users, set User Type to External to find them.
• Managing them needs the new External Users permission. Check it on the roles of the people who look after outside users, including System Administration.
• Assignments sent before this update: use Resend Notification on the assignment row to send a working set-up link.

Administrators: External Users

How to use it

• Open a folder and choose Add Record > Upload File. Enter a name, pick a Document Type if you want one, choose the file, and save.
• To add another file later, open the Record and use Upload File in its history. Earlier files stay, with who added each one and when.
• To print every file at once, open the Record’s Preview from View Current Version and print.

For administrators

• A document type now holds either Documents or Records. You choose when you create the type, and it can’t be changed afterward.

Administrators: Document Types

How to use it

• Select Add on a References panel. Set Reference Type to File Upload, leave Create Document unchecked, and select Choose Files.
• Pick all the files you need, then save. Each file becomes its own reference.
• If a file is over the 10 MB limit, Catalyst names it. Remove that file and save the rest.

How to use it

• Open Reports > Audit Recommendation Scorecard.
• Each site gets a score in five columns: Compliance, General, Implementation, MI, and PHA.
• Pick a site and a monthly snapshot to compare one month with another. Turn on Show Penalty Scores to see the scores with the overdue-work penalties applied.
• Seeing the page needs the Reports: Audit Recommendation Scorecard permission.

For administrators

• Each audit type now has a Type (Compliance, General, Implementation, MI, or PHA) that decides which column its audits count toward. It is set when the audit type is created and can’t be changed. Existing audit types were given one during the update; check yours on the Audit Types list.

Administrators: Audit Types

How to use it

• Open an asset and select the Corrective Actions tab.
• Each row shows the item, where it came from, and its status, with a Responsible Party where one is assigned. For a task or work order made from a recommendation, expand Source to follow it back.
• The list opens on open items. Change the Status filter to Complete or Closed to see finished work, or filter by Type or Source Type.

How to use it

• Open a folder or a document list and pick one or more values in the new Categories, Assets, Asset Types, and Asset Processes filters.
• The list shows each item’s assets and categories, so you can see why it matched.
• Your filter choices stay set when you open an item and come back.

How to use it

• Open the document type in Settings and add the categories it should carry.
• Every document of that type gets those categories, including documents that already exist.
• Categories added on the document itself stay too.

What to expect

• Pages work the same way; some controls have a slightly updated style and spacing.
• When a Catalyst pop-up is open, the browser’s Back button now closes it and returns you to the page underneath.