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