Release Report - 10/20

Shared by Greg • October 20, 2025

🚀 Overview

This major release delivers comprehensive platform improvements centered on inclusive terminology, streamlined staff workflows, and critical bug fixes. Key updates include the transition from “candidate” to “participant” language, a full migration to the redesigned homepage, improved navigation architecture, and enhanced analytics tracking for deeper organizational insights.

🎯 Platform-Wide Terminology Update

Participant-Centric Language

Comprehensive Copy Updates
Completed the platform-wide transition from “candidate” to “participant” terminology across all staff-facing areas — including the homepage, sidesheets, buttons, and workflows.

Benefit: Promotes more inclusive and accurate language throughout the platform, aligning with the mission to center participants in all experiences.

👥 Staff Experience Enhancements

Navigation & Interface Improvements

New Homepage Migration
All staff users are now migrated to the redesigned homepage featuring success-stage–based workflows. The BETA label has been removed, and the legacy homepage has been fully deprecated.

Benefit: Provides a more intuitive and consistent experience that better supports staff in guiding participants toward success.

Consolidated Settings
Merged Teams, Staff, and Branding into a unified Settings view and removed the standalone organization page.

Benefit: Simplifies navigation, reduces menu clutter, and centralizes key administrative tools.

Enhanced Control Panel
Updated the participant control panel with integrated file management, contact details, and a more efficient layout — while removing redundant profile views.

Benefit: Saves time and improves visibility into participant information, enabling staff to take action faster.

Workflow Optimization

Staff Reassignment on Archive
Added a reassignment modal when archiving staff members, allowing users to transfer participants to another staff member before deactivation.

Benefit: Prevents participant gaps in support and ensures smooth transitions when staff changes occur.

Improved Resource Ownership
Fixed a critical bug that prevented staff from reclaiming ownership of resources after associating them with other organizations.

Benefit: Gives staff full control over their posted resources and ensures proper ownership attribution.

Enhanced Resource Visibility
Added an “Updated On” timestamp to resource cards alongside existing “Posted On” dates.

Benefit: Makes it easier for staff to identify the most current and relevant content when sharing resources with participants.

Communication Tools

Streamlined Chat Experience
Simplified the chat interface by removing the Activity and Success tabs and linking participant names directly to their control panels.

Benefit: Creates a cleaner, faster communication flow and easier access to participant information during conversations.

Fixed Chat Bot Messages
Resolved an issue that caused duplicate bot messages when new staff were assigned to existing chat rooms.

Benefit: Prevents confusion and keeps chat timelines clear and accurate.

Training & Onboarding

Interactive Tour Improvements
Upgraded Help Center tours using the Intercom API, allowing staff to restart interactive walkthroughs multiple times.

Benefit: Enables continuous learning and better onboarding for both new and existing users.

Accurate Onboarding Tracking
Fixed a data integrity issue where skipping onboarding incorrectly marked accounts as completed.

Benefit: Ensures reliable tracking of onboarding progress for better administrative oversight.

🔧 Critical Bug Fixes

Data Integrity & Display Issues

Duplicate Group Entries
Fixed an issue causing participants to appear multiple times in groups.

Benefit: Ensures accurate group membership records and cleaner data.

Barrier Reduction Display
Resolved a mismatch that showed “0–0 candidates” even when participants were present.

Benefit: Provides correct participant counts and more reliable reporting.

Program Completion Status
Corrected enrollment tracking so participants move from “Active” to “Completed” when finishing programs.

Benefit: Keeps program data accurate and up to date for reporting and performance tracking.

Archived List Access
Fixed a loading issue that prevented users from viewing archived participant lists.

Benefit: Restores full access to historical participant data and case records.

Resume Experience Updates
Fixed a bug that excluded newly added work experiences from PDF resume downloads.

Benefit: Ensures resumes reflect complete and current participant information.

Search & Resource Management

Expired Resource Visibility
Resolved an inconsistency where expired training programs continued appearing in search results.

Benefit: Keeps search results relevant and focused only on active, available opportunities.