New Features

Add Form Builder to Exposure – Print Action in Form

• What
  Printing for Exposure records now supports custom templates created through Form Builder. A new Print action has been added directly to Exposure records, allowing users to generate PDFs using configurable print forms instead of a fixed format, delivering a more flexible and consistent printing experience.

• Why
  This enhancement gives users greater control over printed Exposure documentation, enabling standardized yet customizable reports that align with other modules. It removes reliance on rigid print layouts while ensuring clean, readable outputs tailored to operational needs.

• How

  • Navigate to an Exposure record

  • Select Print from the record header

  • Choose a print form from the modal

    • Use the search filter to locate a specific form

    • Deleted forms are excluded automatically

  • Click Print to generate the PDF

    • The PDF opens in a new browser tab

    • Empty fields are excluded from the output by default
      

• Use Case
  A user preparing Exposure documentation can select a custom-built print form that highlights only relevant fields, generating a clean, professional PDF without manual formatting or post-processing.

Add Filtering to Associated Records for Fire Records and Training Classes

• What
  The Associated Records page for Exposure records now includes filtering capabilities for both Fire Records and Training Classes. Users can apply module-specific filters within the Add modals to quickly locate relevant records while maintaining existing association workflows.

• Why
  As the number of associated records grows, locating the correct entry can become time-consuming. Adding filters improves efficiency, accuracy, and usability by allowing users to narrow results using familiar criteria.

• How

  • Open an Exposure record

  • Navigate to Associated Records

  • Select Add Fire Records or Add Training Records

  • Use the slide-out filtering panel to apply filters

    • Filters can be combined or cleared at any time

    • Sorting and pagination remain functional with filters applied
      

• Use Case
  When associating a specific incident or training class to an Exposure record, users can quickly filter by date, location, or category instead of scrolling through long lists.

Replace Menu with Delete Icon in Personnel Exposed

• What
  The Personnel Exposed section was simplified by removing the More (⋯) menu and replacing it with a dedicated Delete button. Since Delete was the only available action, it is now displayed directly alongside Edit for improved clarity.

• Why
  Surfacing the Delete action directly reduces unnecessary clicks and makes available actions more intuitive, while still respecting record status and permission rules.

• How

  • Navigate to Exposure → Personnel Exposed

  • Use Edit or the Delete (trash icon) button as available

    • Hovering over the icon displays the tooltip Delete

    • Delete is hidden for authorized or view-only records
      

• Use Case
  A user reviewing exposed personnel can quickly remove an incorrect entry without opening extra menus, streamlining record cleanup during data entry.

Move Exposure Types into Exposure Setup

• What
  Exposure Types have been moved from the Health & Wellness root level into Exposure Setup, consolidating configuration settings into a single, centralized location. Exposure Setup now opens directly to the Exposure Types page.

• Why
  Centralizing Exposure-related configuration improves consistency, simplifies permissions, and makes setup tasks easier to manage without navigating multiple areas of the system.

• How

  • Navigate to Exposure → Setup

  • Manage Exposure Types directly from the first section

    • Create, edit, view, or delete Exposure Types

    • Access is controlled solely by Exposure Setup permission
      

• Use Case
  An administrator managing Exposure configurations can now access all related setup options from one location, reducing confusion and improving administrative efficiency.

Move Import Data Button to a New Toolbar in the Header

• What
  The Import Data action was relocated from the main header into a newly added toolbar within the record header. This toolbar groups functional actions together for a more consistent layout across the platform.

• Why
  Grouping related actions like Import and Print improves UI consistency and makes record-level tools easier to find, especially on smaller screens.

• How

  • Open or create an Exposure record

  • Use the toolbar in the record header

  • Select Import Data from the toolbar dropdown

    • Functionality and permissions remain unchanged

    • Layout adapts correctly on desktop and mobile devices
      

• Use Case
  A user importing internal data can quickly locate the action alongside other record tools, without searching through the main header menu.

Replace Training Class Date/Time with Class Name in Training Records

• What
  The Training Records table and Add modal were updated to replace the Training Class Date/Time column and filter with Class Name. This removes redundancy and presents clearer identifying information for each training record.

• Why
  Displaying the Class Name provides better context at a glance and avoids duplication with existing date/time fields, improving readability and usability.

• How

  • Open Exposure → Training Records

  • View the Class Name column in the table

  • Use the Class Name filter in the Add Training Records modal

    • Other filters and table behaviors remain unchanged
      

• Use Case
  When associating training records, users can quickly identify the correct class by name instead of relying on timestamps alone.

Update Columns and Filters in Add Training Records Modal

• What
  The Add Training Records modal and list were updated to improve labeling and data clarity. The Address column and filter were renamed to Location, and a new Address 1 column and filter were added.

• Why
  These updates ensure labels accurately reflect the data being displayed and allow users to better distinguish between location names and physical addresses.

• How

  • Open Exposure → Training Records → Add Training Records

  • Use Location and Address 1 columns and filters

    • Sorting, moving, and expanding columns continue to work as expected
      

• Use Case
  A user comparing multiple training classes can clearly see both the location name and street address, making selection more precise,

Add Address and Location Fields in Import Training Modals

• What
  The Import Training workflow was enhanced by adding Address 1 and Location fields to the selection and review modals, providing more complete context when importing training data into Exposure records.

• Why
  Including address and location details during import helps users verify they are selecting the correct training records, reducing errors and rework.

• How

  • Navigate to Exposure → Import Training

  • In Select Class, review the Address 1 column

  • In Review & Select Fields, choose Location from the dropdown

    • Related address fields update automatically

    • Deactivated locations are excluded
      

• Use Case
  When importing multiple training records, users can confidently confirm each class by location and address before completing the import, ensuring accurate Exposure documentation.