Virtual User Group


Learn How to Use TransIT's Latest Features and Functions

MAKE’s TransIT Virtual User Group is a quarterly session that allows clients to hear about new features and get additional training on functionality they might not be fully utilizing.


Sessions are free and all users of TransIT are encouraged to join.


  • Sign up to receive the quarterly invite and other notifications
  • Review fixes and enhancements since the last VUG meeting
  • Ask questions and learn how to get the most from your software investment

Join the Virtual User Group

Archived Sessions


This month we had a number enhancements deployed in TransIT.

This month’s features include:

Timelines is Live!
SSO is now available
Self service password reset

Home
– Added your steps left and total steps left for entire test round columns

Plans
– Added ability to add custom bookmarks and filters

Timelines
– Added default calendar displaying weekends and default day 8 hours

Scripts
– Added ability to filter on Module column
– Added right click find and replace to Script Steps page
– Added a toolbar search to find words in a Script
– Added Position log in information on Scripts steps page

Issues
– Added Labels & Tags to New Issue window
– Added ability to include Labels & Tags for Bookmarks
– Added pop out window when updating Issue Severity/Impact and Vendor/Application and Vendor/Application
– Added Org Setting Icon for each field window
– Added ability to follow issues
– Added ability to remove or add a user to follow or unfollow an issue
– Added custom columns on Issue Dashboard (user preferences override hide/unhide columns)
– Added Test Script & Test Step columns on Issue Dashboard
– Added ability to sort on Labels and Tags
– Added ability to import Issues from Excel
– Added paste from clip board inside comments to be a clickable image

Org Settings
– Added view all history (replaces 90-day view)
– Added Schedular Dashboard (automatic email notifications)

User Settings
– Added ability to restrict access to projects per user

General
– Added error message when a blank username or password is used to sign in
– Added dark mode option

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Virtual User Group Recording — August 2025

This month we had a number of fixes and enhancements deployed in TransIT.

This month’s fixes include:

Plans
-Added new bulk edit ability on Plans Dashboard
– Added ability to Label Plans

Issues
– Added Closed Date displaying within an issue (Issue must be in a closed status) and ability to add the Closed Date to your Issues views
– Added ability to rank issues within a priority
– Added comments & attachments popup windows
– Added ability to Label & Tag issues
– Added Labels & Tags to the right click bulk edit options
– Added default Vendor to new issues based on recently logged issues (within 60 days)

Org Settings
– Added Labels to Org Settings

User Settings
– Added Labels, Tags and Closed Date to column display for a Use

This month’s new features include:

Plans
– Fixed right click change from Plans Dashboard displaying blank screen
– Fixed selecting text area using mouse not working correctly
– Fixed right click change values displaying in the wrong custom columns
– Fixed right click change start date not saving start date
– Fixed right click change Project missing from bulk edit options

Workflows
– Fixed right click change from Workflow Dashboard displaying blank screen

Modules
– Fixed Open Review Panel icon missing

Scripts
– Fixed the ability to increment header details
– Fixed sections not importing via Excel
– Fixed adding a step day defaults to 0
– Fixed right click Facility change (bulk edit allows for unlimited steps to be updated)
– Fixed right click Insert Module not displaying Application

Org Settings
– Fixed changing a name on a User Record reflects updated name in TransIT
– Fixed Impacts and Severities displaying in drop down menus when marked for deletion

Watch Now
Virtual User Group Recording — July 2025

This month we had a number of fixes and enhancements deployed in TransIT.

This month’s fixes include:

Plans
Fixed Plan dependencies not included when copying a Plan
Fixed custom column values moving after adding a new custom column
Fixed Mark Completed only updating 1st row when multi selecting activities
Fixed comments not saving correctly on Plans Dashboard

Workflows
Fixed adding an Application inside a Module not saving your selection
Fixed viewing a Workflow writing to the system log
Fixed default cursor to selection field when selecting a Module or Outcome
Fixed creating a new Workflow taking you to the Workflow Dashboard page not the Workflow
Fixed Workflows create copy not retaining custom column values
Fixed sort arrow on Workflow Category not displaying results
Fixed updating a Module from a Workflow diagram updates the updated field on Modules page
Fixed creating a new Workflow opens in edit mode

Modules
Fixed when adding an Application to a Module saved but did not display when adding to a Script
Fixed when importing Global Modules, the project will be set to your default project
Fixed search box searching deleted Module steps
Fixed Find and Replace not searching Outcome column
Fixed Vendor Application not displaying in drop-down

Scripts
Fixed search box looking at inactive rows inside the Script
Fixed Application changes from a Script not displaying correctly in a Test Round (1478)
Fixed Application drop down to only display Applications associated with the Vendor
Fixed some Sections not displaying in the drop-down list
Fixed all Applications displaying in the drop-down list
Fixed deleting a step in a Functional Script not writing to the change log
Fixed filtering on Scripts page not retaining original step numbers

Testing
Fixed URL contained in email received for test step reminders
Fixed Test Steps reverting after being passed (multi steps right click option / individually actioning the next step / remaining on the same page)
Fixed test round actions not saving if test script was removed
Fixed filtering on outcome column on Test Step page

Issues
Fixed filtering issues by Test Round not displaying all Issues logged against the Test Round
Fixed resolution field not writing to the change log

Org Settings
Fixed inactive projects displaying in the projects list
Fixed changing Project name not updating across TransIT

This month’s new features include:

Workflows
Added typing [ in the action or outcome displays a pop-up list of existing header details to select

Modules
Added ability for inline editing of Modules
Added review Modules utility
Added ability Export / Import Modules

Scripts
Added ability to reset your header details to match Org Settings
Added review Scripts utility
Added ability to bulk upload images from Excel (action column)

Testing
Added red flag to indicate the Test Note step requiring correction
Added floating Go To Step icon for locating a test note
Added new Issue / Test Note icons on test steps page
Added search back when linking an Issue on Test Steps page
Test Steps page upgrade

Issues
Added Issues dashboard page displays open issues only by default
Added snapshot summary chart icon for filter issue lists
Added review filter list icon
Added review issue windowpane (same as Modules and Scripts)

Org Settings
Added ability to import from Excel for Projects
Added ability to review Vendor & Vendor Applications in Modules and Scripts

User Settings
Added ability to set columns and sorting preferences per user
Added ability to reset all grid layouts
Added grid layout restore after logout (filters, sorting and hidden columns)

General
Added new bulk edit option window

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Virtual User Group Recording — June 2025

This month we had a number of fixes and enhancements deployed in TransIT.

This month’s fixes include:

Plans
– Fixed multi refence list sort

Workflows
– Fixed Start and End event details displaying in a Script
– Fixed quotes displaying weird characters
– Fixed custom column on Workflow dashboard not linking a custom reference list
– Fixed adding a Global Module to a Workflow not retaining the Module name
– Fixed pressing Enter key in outcome field moving cursor
– Fixed multi reference list not sorting correctly

Modules
– Fixed view changes icon taking you to Home page

Scripts
– Fixed find and replace only searching action
– Fixed Application not defaulting when inserting a Workflow or Module
– Fixed code values showing when adding a row (Position, Vendor, Application)
– Fixed search box searching active and inactive rows inside a Script
– Fixed filter on section in Functional Script
– Fixed wording “Hide Global Workflows” when adding a Workflow to a Script
– Fixed ability to search by Workflow number when importing into Scripts
– Fixed filter using funnel icons not retaining original step number

Issues
– Fixed issue dialog box to include Vendor and Application

Org Settings
– Fixed Vendor and Application error when importing a Global Module if it doesn’t exist
– Fixed import from Excel getting error message (blank rows skipped)
– Fixed adding a new project replaces Current State project name

This month’s new features include:

Home
– Added View Plans pane to home page

Plans
– Added new Plan pop-up
– Added ability to type a message when sending an Email reminder for an activity

Workflows
– Added toggle icons for read only vs edit Workflow
– Added ability to view comments and attachments in read only mode
– Added ability to group elements in a Workflow diagram
– Added ability to download a Workflow diagram to PDF format
– Added decision gateway plain diamond / removed X from decision gateway diamond
– Added read only access to Tester user types
– Add new Workflow pop-up
– Added ability to create & edit Modules from a Workflow diagram
– Added ability to connect off page Workflows (incoming and outgoing)
– Added document and report elements
– Added Multi-User custom column to Workflow Dashboard
– Added ability to have more than 1 end event
– Added ability to filter and sort on all custom columns on Workflow dashboard
– Added alphabetical sort on categories with multiple categories added
– Moved upload XML file into Edit Workflow details

Modules
– Add new Module pop up

Scripts
– Blank Header fields show as a Stop Sign icon in the appropriate Action or Outcome cell as opposed to the entire row being red and the Header icon is now a pop-up
– Added ability to hide gateway labels when inserting/importing Workflows
– Add new Script pop up (Functional or Scenario Script options)
– Generate Scripts page deprecated
– Added Module number / name to Workflow when inserting into a Script
– Added Script name matches the name from TransIT when exporting to Excel
– Added a radio button to choose where to add an image to a test step
– Added header detail pop up to add header value
– Added inline editing of Scripts
– Added decision labels pulled into section
– Added ability for admins to review org settings from with Scripts

Issues
– Added ability to clone an existing issue
– Added go to issue after creation

Org Settings
– Added toggle for active and deleted/archived projects using right click change project

General
– Search box display improvements

Watch Now
Virtual User Group Recording — May 2025

This month we had a number of fixes and enhancements deployed in TransIT.

This month’s fixes included:
Plans
– Removed ability to double click and update status column
– Removed right click change status from options list
– Fixed filter and sort on Activity number column
– Removed blank value showing when right click change Assigned
Workflows
– Fixed end event text displaying in Script
– Editing a Workflow name now updates the name on the workflow diagram
– Fixed importing a Workflow into a Plan with existing Activities in the Plan
Scripts
– Fixed filter not working on Application column (list is now limited to script applications)
– Added remove all filters on Header Details page
– Fixed images not displaying correctly on a Script Step
Testing
– Fixed filter on Facility column on the Test Dashboard
– Restored functionality for Test Dashboard to display late Scripts (red) and – Script that are falling behind (yellow) icons
– Auto popup for fail/skip actions are not checked by default
Issues
– Fixed ability to change Project default when logging a new issue
– Fixed Requested Date not displaying once entered
Org Settings
– Fixed importing Users from Excel to correctly upload the selected User Type
– Added Vendor back to Position Logins

This month’s new features included:
Plans
– Add ability to color columns
Workflows
– Added Scripts column to Workflow Dashboard
– Added user friendly audit log when changes are made to a Workflow
Download XML file from Workflow changes log
– Ability to add multiple positions to a swim lane
– Ability to add comments and attachments to Workflows
– Added Edit Workflow button and Download Images icon
Script
– Added pop ups when inserting a workflow with multi positions for a swim lane
– Added ability to view image attached to a Script step
– Added ability to remove image from a Script step
Issues
– Added created date column on issue Dashboard
– Added AI search on Issue Dashboard
– Ability to create more than 1 bookmark
– Added ability to follow / unfollow issues
– Review selected issues includes bolding of current issue, scroll bar and next/previous icons
Org Settings
– Added a Client level setting to choose your forced log out time (contact Support to change)
– Added sign on warning with remaining log in attempts

Watch Now
Virtual User Group Recording — April 2025

This month we had a number of fixes and enhancements deployed in TransIT. There was also a sneak peak of new enhancements that will be included in our next scheduled deployment.
This month’s fixes included:
Plans
– View timeline enhancements
– Added the ability to freeze panes (right click customize columns)
– Fixed changing dates on activities that have dependents now update correctly (refresh browser required)
– Add ability to color rows
– Fixed HTML displaying for a text area customize column when Exporting to Excel
Workflows
– Added the ability to renumber Workflows
– Added the ability to multi select categories
– Added ability to create Customize columns on the Workflow Dashboard
– Added ability to export to Excel from preview steps page
– Added ability to select multi positions for a swim lane
Scripts
– Added a toggle to hide/unhide Global content when adding a Workflow to a Script
– Fixed updated column to update in real time
– Updated color of steps that have been updated
Testing
– Added remove all filters on the Roster page
– Added toggle for automatic pop ups for failed (issue) and skipped (notes)
Issues
– Fixed right click options not writing to the change log
– Fixed breadcrumb on the view changes page for an Issue
Org Settings
– Fixed importing users from Excel changes all users to Tester

Watch Now
Virtual User Group Recording — March 2025

This month we had a number of fixes and enhancements deployed in TransIT.
This month’s fixes included:
– Fixed sort on Category column in Workflows, Modules and Scripts
– Added back ability to have any customize column control type be a % driver
– Added pop up to fill in required fields when using right click option to mark an activity completed
– Added auto fill “Completed” if Text Area or Text Box is empty
– Added formatting options to Text Area
– Added ability to add an outcome to a Task or Gateway
– Added color change when adding Modules or Outcomes
– Fixed filtering on the Workflow number column
– Fixed circular diagrams not displaying Workflow Step Preview
– Fixed step height when Outcome height is several lines on Workflow Step Preview
– Added ability snip and paste from an image into a Workflow
– Fixed sort on Status column
– Fixed default values not populating from previous step when clicking + Add Workflow Icon on Generate Scripts Steps page
– Fixed default values not populating from previous step for Day and Facility from Add Step icon in a Scenario Script
– Added Category option to right click create Module dialog box
– Added ability to add a screenshot to a Test Step
– Fixed right click options on the Test Notes page

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Virtual User Group Recording — February 2025

This month we had a number of fixes and enhancements deployed in TransIT. The new Workflow diagramming redesign was demonstrated.
This month’s fixes included:
– When restoring content (eg from deleted project), if the name already exists, a date & time stamp will be added into the name automatically (the time stamp can be removed using the right click edit option)
– Several breadcrumb updates to help navigate previous pages
– Removed HTML code from exports to Excel
– Fixed user code value showing instead of user names
– Updated email template when a user record notification is sent to a user
– Clicking TransIT Education page opens in new browser tab
– Fixed email/SMS notification to include the Plan name
– Fixed comments not importing from Excel
– Fixed Plans dashboard export to Excel displaying HTML code
– Added popup message when deleting attachments from an activity
– Fixed repositioning issue when inserting a row
– Fixed attachment deleting from both rows when a row was copied with an attachment
– Fixed repositioning issue when updating roster
– Fixed issue status code values displaying when editing an issue

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Virtual User Group Recording — January 2025

This month we had a number of fixes and enhancements deployed in TransIT.
This month’s fixes included:
– All search boxes retain search results when clicking back arrow or bread crumb
– Ability to use enter key when signing into TransIT
– Removed ability to rename a custom reference list
– Attachments remain on your activity when using cut / copy functions in a Plan
– User Multiselect control type added to Plans customize columns
– Test download report downloads when no test notes are recorded
– Test note notifications for changes sent to assigned and reporter
– Issue filtered list retains your filters when clicking back arrow or bread crumb
The tip of the month showed how you can use Global Module content and import into your organization to use.

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Virtual User Group Recording — November 2024

This month we had a number of fixes and enhancements deployed in TransIT.
This month’s fixes included:
– View changes icon restored
– Restoring content adds date and time stamp
– Email sent to user when record is updated
– User password reset included in System Log
– Hide / Unhide completed activities toggle icon
– Display columns displaying NULL instead of name of column
– Renaming module updates in a script
– Renumbering Plans and Scripts
– Insert module defaults position, facility and day
– Fixed status reset issue when entering a test note
– Test download report includes test notes on a separate tab
– Fixed edit test round showing all days
– SMS notifications for assigned and reporter for issue updates

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Virtual User Group Recording — October 2024

This month we completed our security features with MFA, Bot Protection and Strong Passwords in TransIT.
This month’s fixes included:
– Remove all filters for Plans
– Added missing Vendor field to Position Logins
– If icon server is down, text link will replace the icons
The tip of the month was about how you can speed up your testing if you are stuck on a step during your Test Round.

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Virtual User Group Recording — September 2024

This month we reviewed how to send test invites from TransIT, for rounds of integration testing, using the Test Invite icon on the Test Rounds page. This feature has substantial ROI – it only invites testers on days they are required.
The tip of the month was about using TransIT Plans for checklists that require multicontibutor access, for things like charge validation, adding new beds, domain validation, etc.

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Virtual User Group Recording — July 2024

This month we reviewed a large number of enhancements and some fixes that have been implemented since TransIT 7 went live.
The tip of the month was about how to create and use Modules, Plans, Scripts & Workflow categories and how TransIT honors sequencing with your content and drop down menus.
The best practice recommendation of the month was about how to set up an archive project and use this project to store your content templates and most frequently used content.

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Virtual User Group Recording — March 2024

This month we introduce Workflows and reviewed a large number of enhancements and some fixes that have been implemented since TransIT 7 went live.
The tip of the month was about how to use the find and replace feature when looking for specific words and phrases in your content when editing Modules or Scripts in TransIT.
The bonus tip of the month was about how to refresh your browser and what to do when you see “No results” in your content searches.

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Virtual User Group Recording — February 2024

This month we reviewed a large number of enhancements and some fixes that have been implemented since TransIT 7 went live.
The tip of the month was about how to find the applications associated to a specific vendor when creating Modules or Scripts in TransIT.
The bonus tip of the month was about how to add script Header Details using the look up and about using the red bars in Scripts to identify Header Details that do not have a value.

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Virtual User Group Recording — January 2024

In our first VUG since the release of TransIT 7 we reviewed questions that have come in to the Support Desk since go-live, reviewed updates since go-live, showed the new color-coding in the Script Steps page to highlight steps requiring attention, and showed how to create a custom reference list for use in Plans. The tip of the month was that you can automatically add Header fields to your script by putting [ ] around anything.

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Virtual User Group Recording — December 2023

In today’s session with discuss some name changes in TransIT 7 as well as the naming convention for TransIT content. Users were asked to vote on whether they want MAKE to keep the existing naming, move to one that is more sentence like, or suggest a third alternative. We reviewed additional fields that will be added to issues to assist with assigning the priority, based on the impact and severity of an issue. We also showed of how we are using TransIT AI to assist with the automatic naming of Modules when they are created from Scripts that have been loaded into TransIT. We also showed our new “find and replace” and our new Test Steps page.

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Virtual User Group Recording — November 2023

In this month’s session we discussed the improvements in your ability to search MAKE’s Global content and also reviewed further improvements to TransIT Plans Custom Columns.
We announced that TransIT 7 would be released shortly.
The tips of the month were to remember when you are exporting to Excel to switch to Page Size All first and when you add or remove a new column with the %driver indicator on, remember to update the % on each of the activities that is already in progress.

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Virtual User Group Recording — September 2023

In this month’s VUG we showed how to use our latest new functionality %Driver columns in TransIT Plans and Work Queues to assist with content management in TransIT Testing.

The tip of the month was a reminder that the “paste from clipboard” functionality in TransIT is for brining in content from a spreadsheet and the to copy content that is already in TransIT for reuse, you use Copy/Paste functionality.

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Virtual User Group Recording — July 2023

This month’s meetings included fixes and new functionality added since May. New features were reviewed for Testing, Issues and Plans and fixes were reviewed for Testing and Plans.

The tips of the month were: use the TransIT refresh vs Browser refresh to retain your current TransIT settings on the page you are on; if you make proper use of Header fields when creating Workflows and Scenarios, it really reduces the amount of time to create and maintain Scenarios; contact support@makesolutionsinc.com if you want to turn on the ability to send automatic reminders from Plans; custom drop-down lists can be created in TransIT for use in Plans.

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Virtual User Group Recording — June 2023

This month’s meetings included fixes and new functionality added since February including: Increased the size of the field that contains the Scenario Name and Scenario Patient Name on the Test Steps page to make it more readable; Fixed display issue when scrolling through large amounts of data in the Test Steps and Test Header page; Updating the Issue status no longer updates the Test Step status back to “Issue”; When you run the Built Audit on a test script and click the red caution icon inside the Scenario Steps page, it takes you to the first step missing a position. If you click it twice more, it will advance to the next step with a blank position; Reported by information is now displayed in the Test Report

Additionally we reviewed Custom Columns functionality in TransIT Plans.

The tip of the month was to try to avoid the use of special characters in Scenario Names, and Section Names inside test scripts they can cause scripts to not display appropriately in the browser.

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Virtual User Group Recording — May 2023

In this month’s lunch’n’learn we discussed fixes for: retaining Task page search criteria; retaining the filter to inactive Plans on the Plans page; removing a Scenario from a Test Round; and ensuring new entries to the Type, Category and Group are available for selection in the Filter of a Plan.
We discussed the enhancement to allow for the selection of 2 fields to show in the Header column on the Test Dashboard.
Tips included: steps to take to remove an in-process Scenario from a Test Round; and how to manually send a notification for a Test Step.

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Virtual User Group Recording — January 2023

In this months session we reviewed new features and functions including: Merge; new ways to send notifications for Notes, Issues and from the Users page; automatically creating [Details] and [Scenario Header Details] from the Paste from Clipboard; multi-assigning positions from the Roster; and several others. Tip of the month around correcting steps in a test script once accessed from the Test Report.

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Virtual User Group Recording — Feb 2022

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