9.5 News: Document how to grade every Assessment Item, export any template to Excel

Assessment Items: How To and Reference Fields (NEW)

• Reference Instructions: a new rich text field on every Assessment Item for step-by-step guidance on how to evaluate the item, so whoever is filling it out knows exactly what to check
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• Reference Link: a separate URL field for pointing to your documentation in SharePoint, IT Glue, Hudu, or anywhere else, rendered as a clickable link

• At-a-glance indicators: each item shows four icons for Description, Health Standard, Reference Instructions, and Reference Link that light up when that field has content, on Reports and in the Template Editor
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• Roomier text fields: Description and Health Standard are now multi-line, so longer content wraps instead of requiring horizontal scrolling

Marketplace: Assessment Spreadsheets (NEW)

• Every template card in the Marketplace now has a Download Excel button, so you can download a template's Assessment as a spreadsheet without getting the template first
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• The spreadsheet covers the template's Assessment only, not the other Report Parts

Office 365 Module

• New "Last Signed In" column showing each user's last Microsoft 365 sign-in, useful for spotting stale accounts and unused licenses. Note that this requires an Azure P1 license or higher.
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• The Status field is renamed to "Contact Status" for clarity

Plan Module

• Redesigned Completed button, plus a new "All" option next to Active and Completed so you can see everything at once
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• The Active view no longer hides items with blank statuses
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• Mass delete for Plan items, including grouped parent and child handling, plus mass select and mass edit fixes

Technology Module

• Source badges are now color-coded by integration, with a neutral gray for unmapped or legacy sources
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• New filter conditions for number columns, and fixes across the expanded filter set: greater than and less than now apply correctly, fast filter options work with operators, and the filter popup stays anchored to its column
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• "Reset to default" is back for single Group columns

Builder Role Refinements

• The Builder role from 9.4 got a full permissions pass: Builders can now manage template parts, dashboard widgets, Technology Module settings, grades, columns, report settings, and Budget and Roadmap part settings everywhere the role should allow

Team Management

• Set MFA per user directly on the Add User form, active by default

Design, Stability, and Fixes

• Continued Arya refinements following the 9.4 streaming release
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• Updated image on the login and registration screens
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• Support chat now loads correctly on custom domains after sign-in
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• Resolved production API errors, an Office 365 part error when contact merging is off, Technology Module group loading errors, and a Configurations field mapping conflict when fields share the same name