This software release introduces additional fields and changes within the editing form for a variety of Centro content, including:
- Processes
- Policies
- Regulations
- Controls
This update applies to Centro PROFESSIONAL and QMS customers.
Process editing form – Addition of options for linking to risks and regulations
The editing form for processes and process steps has been updated to allow for linking of risks and regulations. See the table below for a summary of these changes.
| Editing form type | Update summary |
| Process overview | ADDED Related Risks field |
| Process overview | CHANGED Related Policies field to be related Policy/Regulation |
| Process Step | ADDED Related Risks field |
| Process Step |
CHANGED Related Policies field to be Related Policy/Regulation |
| Regulation | ADDED Related Processes field |
| Risk | ADDED Related Processes field |
Process editing form – new Related Items tab
A new tab has been added to show items that relate to a process in one place.
The types of items that will be visible will depend on the features you have enabled (e.g. if you do not have Risks and Controls in your web app, these will not be visible under Related Items).
Process step editing form – Updates
Both the start step and individual step views have been updated. See the table below for a summary of these changes.
| Editing form type | Update summary |
| Start step | Existing fields REORDERED |
| Start step | ‘Policies and Regulations relevant to this process’ field RENAMED to ‘Items that are governing this process’ |
| Process step |
Existing fields REORDERED
|
| Process step | ‘Policies and Regulations relevant to this process’ field RENAMED to ‘Items that are governing this process’ |
Process editing form – Added, Renamed and reordered fields
As a result of the changes above, a variety of fields have been added, renamed and reordered.
| Editing form type | Update summary |
| Process overview | Existing fields REORDERED |
| Process overview | Existing policy/regulation fields REMOVED |
| Process overview | Related Items RENAMED to ‘Compliance’ |
| Process overview | Governing Policies field ADDED |
| Process overview | Governing Regulations field ADDED |
| Process step | Existing fields REORDERED |
| Process step | Existing Policy/Regulation fields REMOVED |
| Process step | Governing Policies field ADDED |
|
Process step
|
Governing Regulations field ADDED |
Policy editing form – Renamed and reordered fields
As a result of the changes above, a variety of fields have been renamed and reordered.
| Editing form type | Update summary |
| Policy overview | Existing fields REORDERED |
| Policy overview | ‘Related Items’ RENAMED to ‘Compliance’ |
| Policy overview | Existing ‘Related Regulations’ field RENAMED to ‘Governing Regulations’ |
| Policy overview | Existing ‘Related Processes’ field RENAMED to ‘Applicable Processes’ |
Regulation editing form – Reamed and reordered fields
As a result of the changes above, a variety of fields have been renamed and reordered.
| Editing form type | Update summary |
| Regulation overview | Existing fields REORDERED |
| Regulation overview | Related Items RENAMED to ‘Compliance’ |
| Regulation overview | Existing ‘Related Policies’ field RENAMED to ‘Applicable Policies’ |
| Regulation overview | Existing ‘Related Processes’ field RENAMED to ‘Applicable Processes’ |
Controls – name change
The field of ‘Responsible position’ has been updated to ‘Related Stakeholder’ to enable the stakeholder feature to be used in this area.
External source link
External Source Link fields have been added to Policy, Regulation, Risk and Control forms for better visibility and referencing of external documentation. This field can now be used when bulk uploading external content, speak to one of the Centro ASSIST support team for more information.
PDF and spreadsheet reports
As a result of the changes to the fields within the editing forms outlined above, the PDF and spreadsheet reports have also been updated. See table below for an overview of the updates.
PDF report changes
| PDF type | Update overview |
| Process PDF |
|
| Policy PDF |
|
| Regulation PDF |
|
| Work Instruction PDF |
|
Spreadsheet report changes
| Spreadsheet type | Update overview |
| Process spreadsheet |
|
| Policy spreadsheet |
|
| Regulation spreadsheet |
|
| Risk spreadsheet |
|
|
Control spreadsheet
|
|
| Work instruction spreadsheet |
|
| Document spreadsheet |
|
Feedback form – Item selector added
When providing feedback in the Centro web app, a new dropdown has been introduced to allow the user to select the item to which their feedback relates.