Skillibrium 4.0 Release notes - 23 January 2025

Skillibrium 4.0 Release notes - 23 January 2025

RELEASE VERSION

Skillibrium 4.0

RELEASE DATE

January 23, 2025

INTRODUCTION

This release is focused on enhancing the ability to handle data from integrated HRIS and CRM specifically for non- Skillibrium users, the revamp of the Playbooks Sales Process feature and bug fixes on Tasks.


NEW FEATURES

  1. Inactive User Account Creation for CRM-account and CRM-opportunity owners who are non-Skillibrium users.  


    1. Feature Module: Integration >  CRM 
      Feature Group: Execute
      Feature:  Accounts
      Access: Execute > Accounts
      Description: Skillibrium automatically creates inactive user accounts for all account owners synced from CRM platform who are not yet active Skillibrium users. This automated process guarantees that your Skillibrium data aligns with your CRM.
      Applicable Roles: Admin


    2. Feature Module: Integration >  CRM 
      Feature Group: Execute
      Feature:  Opportunity
      Access: Execute > Opportunities
      Description: Skillibrium automatically creates inactive user accounts for all opportunity owners synced from CRM platform who are not yet active Skillibrium users. This automated process guarantees that your Skillibrium data aligns with your CRM.
      Applicable Roles: Admin

  2. User List display-only user filter
     
    Feature Module: User & Access Management
    Feature Group: My Org
    Feature: User List
    Access: My Org > User List
    Description:  A display-only user filter has been added for the created inactive user record for the manager-not-in-sync-list.
    Applicable Roles: Admin

  3. Change evaluators in an active assessment program 

    Feature Module: Coach
    Feature Group: Coach
    Feature: Assessment Programs
    Access: Coach > Assessment Programs
    Description: Enable Skillibrium admins to change evaluators of participants in an assessment program. 
    Applicable Roles: Admin

  4. Add participants to an overdue program 

    Feature Module: Coach
    Feature group: Coach
    Feature: Assessment Programs
    Access: Coach > Assessment Programs > Program details page
    Description: Enable Skillibrium admins to add participants to an overdue assessment program. 
    Applicable Roles: Admin

  5. Reports include columns for individual assessment status of a program

    Feature Module: Coach
    Feature Group: Coach 
    Feature: Reports
    Access: Coach > Assessment Dashboards
    Description: Columns added for individual assessment status of a program. 
    Applicable Roles: Admin

  6. SFDC account link to single SFDC opportunity 

    Feature Module: CRM Integration 
    Feature Group: Execute
    Feature: Opportunity
    Access: Execute > Opportunities 
    Description: Integrated Salesforce.com accounts link to a single SFDC Opportunity to the matching opportunity in Skillibrium.
    Applicable Roles: Admin

  7. Playbook and Sales process

    Feature Module: Execute
    Feature Group: Execute
    Feature: Playbooks
    Access: Execute > Playbooks 
    Description: Changes Complete update on the Category, Items, etc., and the actual creation of the playbooks.
    Applicable Roles: All users

  8. Enable Skillibrium admins to change playbooks assigned to an opportunity. 

    Feature Module: Execute
    Feature Group: Execute
    Feature: Playbooks
    Access: Execute > Opportunities
    Description: Enable Skillibrium admins to change playbooks assigned to an opportunity. 
    Applicable Roles: Admin

  9. Left navigation added to enhance user interface and layout for Opportunities. 

    Feature Module: Execute
    Feature Group: Execute
    Feature: Opportunities
    Access: Execute > Opportunities 
    Description: Updated the user interface and layout for Opportunities. Left navigation menu added. 
    Applicable Roles: All users

  10. Share Training 

    1. Feature Module: Learn
      Feature Group: Training Catalog
      Feature: Training items
      Access: Learn > Training Catalog 
      Description: Ability for users to share training with others in the same organization. 
      Applicable Roles: All users


    2. Feature Module: Learn
      Feature Group: Training Catalog
      Feature: Training items
      Access: Learn > Training Catalog 
      Description: Ability for team members to view shared training. 
      Applicable Roles: All users

  11. View and manage training items in All tab

    Feature Module: Learn
    Feature Group: Training Catalog
    Feature: Training Items 
    Access: Learn > Training Catalog 
    Description: View and manage training items in 'All' tab
    Applicable Roles: All users

  12. Add Manage Training action to training items in Draft status 

    Feature Module: Learn
    Feature Group: Training Catalog
    Feature: Training Items 
    Access: Learn > Training Catalog
    Description: Add Manage Training action to training items in Draft status 
    Applicable Roles: Admin

  13. AI Settings tab in Company settings 

    Feature Module: System
    Feature Group: Company Settings 
    Feature: AI Details 
    Access: User Menu > Company Settings 
    Description: Skillibrium admins will have the option to turn off/on AI features for Execute to enhance their experience in Skillibrium. 
    Applicable: Admin 

BUG FIXES

  1. Update Filter Popup Dropdown on Playbook Change for an Opportunity

    Bug Number: BUG - 1736
    Feature Group: Execute
    Feature: Opportunities
    Access: Execute > Opportunities
    Description: Update Filter Popup Dropdown on Playbook Change for an Opportunity
    Applicable Roles: All 
    Known Issue Release Notes: N/A
    Status: 

  2. Edits on everyone must complete manual tasks with 2 or more assignees (on creation) is applied on all the individual tasks

    Bug Number: BUG-1289
    Feature Group: Tasks
    Feature: Tasks
    Access: Tasks 
    Description: Edits on everyone must complete manual tasks with 2 or more assignees (on creation) is applied on all the individual tasks
    Applicable Roles: All
    Known Issue Release Notes: N/A

  3. User cannot edit manual tasks assigned to them

    Bug Number: BUG -1736
    Feature Group: Execute
    Feature: Opportunities
    Access: Execute > Opportunities
    Description: Update Filter Popup Dropdown on Playbook Change for an Opportunities
    Applicable Roles: All
    Known Issue Release Notes: N/A

  4. User cannot edit manual tasks assigned to them

    Bug Number: BUG -1270
    Feature Group: Tasks
    Feature: Tasks
    Access: Tasks
    Description: User cannot edit manual tasks assigned to them
    Applicable Roles: All
    Known Issue Release Notes: N/A
    Status: Fixed in Production

KNOWN ISSUES AND LIMITATIONS

  1. No confirmation popups on playbook status changes

    Bug Number: BUG-1750
    Feature Group: Execute
    Feature: Playbooks
    Access: Execute > Playbooks
    Description: No confirmation popups on playbook status changes
    Applicable Roles: All
    Workaround: Continue with status change without the popup dialog
    Status: To be fixed in next release

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