Home:
– Added a new look and feel

Plans
– Added ability to in line change to cells that have a control type of custom reference list

Timelines:
– Ability to create a Timeline from a Plan via a spreadsheet

Workflow:
– Ability to build workflows using AI
– Added filter views to Workflow Dashboard

Scripts:
– Added functionality to assist adding header details from Script page

Testing:
– Ability to use assigned field to new issue box

Org Settings:
- Added clearer wording and ability to schedule 7 days out
- Schedule job history report now shows the correct time zone

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The post Beyond Go-Live: How Operational Sustainment Determines Long-Term Project Value appeared first on MAKE Solutions®.

The post The Power of Alignment: Prioritizing the Work That Supports Your Strategy appeared first on MAKE Solutions®.

This month's features include:

Home
- Added separate columns for total steps left and your steps left to Testing tile
- Added Issues Tile to Home Page

Plans
- Added ability to add and manage views on the Plans Dashboard
- Removed the 6-minute auto refresh on the Plans page
-Added ability to create a custom field using Date control type in Customize Columns
- Added Plan as a filter option (Bookmarks)
- Added ability to include hyperlinks in rich text cells (comments and text area)
- Added preview in Customize Columns
- Added ability to auto-create custom columns in a Plan using import from Excel when creating a new Plan

Timelines
- Added ability to link an existing or new Plan to a Timeline task
- Added ability to display Issue details once an issue is logged against a task
- Added Status column
- Added ability to enter Start and Finish dates
- Added Customize Columns

Scripts
- Added Position column to Scripts (hover to display log in information)
- Added ability to review Test Notes from a Script

Testing
- Added ability to see position information on Test Dashboard page (hover)

Issues
- Added paste from clipboard inside a comment to be a clickable image to enlarge
Added Project and Test Round options for Manage Views
Added ability to @someone in an issue comments
Added Teams to manage filters and bulk edit options

Org Settings
- Added ability to restrict individual User access to specified projects
- Added Teams to an individual User record
- Added ability to change email notifications template
-Added Teams to Project User Access
- Added ability to notify on Upcoming or Overdue tasks from Job Scheduler

User Settings
- Added setting to follow issues automatically when you commenting
- Added ability to choose All issues or Open issues as a default view on Issue Dashboard

The post Virtual User Group Recording — November 2025 appeared first on MAKE Solutions®.

The post Rethinking Team Structures for Health Information and Technology appeared first on MAKE Solutions®.

The post From Hype to Trust: Successfully Implementing AI in Healthcare appeared first on MAKE Solutions®.

The post Physician Satisfaction Depends on EHR Usability appeared first on MAKE Solutions®.

The post The Key to Cutting Costs and Achieving Successful System Integration: Workflow Testing appeared first on MAKE Solutions®.

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

The post Virtual User Group Recording — August 2025 appeared first on MAKE Solutions®.

The post How to Use Scheduler Dashboard in TransIT appeared first on MAKE Solutions®.

The post How to Link Issues in TransIT appeared first on MAKE Solutions®.

The post TransIT Creating Labels & Tags appeared first on MAKE Solutions®.

The post How to Design Effective Operational Governance appeared first on MAKE Solutions®.

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

The post Virtual User Group Recording — July 2025 appeared first on MAKE Solutions®.

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

The post Virtual User Group Recording — June 2025 appeared first on MAKE Solutions®.

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The post TransIT User Settings Overview appeared first on MAKE Solutions®.

The post TransIT Workflow Overview appeared first on MAKE Solutions®.

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

The post Virtual User Group Recording — May 2025 appeared first on MAKE Solutions®.

The post Bikeshedding: Why We Waste Time on the Wrong Things appeared first on MAKE Solutions®.

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

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The post Identify and Address Operational Process Problems in Healthcare IT appeared first on MAKE Solutions®.

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The post Creating your Workflow Status Settings in TransIT appeared first on MAKE Solutions®.

The post Virtual User Group Recording — January 2025 appeared first on MAKE Solutions®.