Skip to content

SARA 3.26.14

Release archive · Latest release

🆕 New Features

SARA Documentation

  • New documentation available at https://docs.sara-app.net.
  • Includes: General Features, Workflows and Pipelines, Permissions and Access, Notifications and Alerts, Status, Logs and History, Quotes, Customers, Plants (and Access), Departments, Directory, Collaborators, Timesheets, Events.

Location: External → SARA Documentation
Affected: All

Quote Visibility Control

  • Users can now access quotes without viewing prices.
  • Controlled via permission for roles such as sales assistants.

Location: Sales → Quotes → Quotes
Affected: Sales

Customer CPO Invoices

  • New "Invoices" tab with all related invoices.
  • Added invoice number field for quick search and traceability.
  • Also implemented within each individual project CPO.

Location: Finance → PO's → Customer POs
Affected: Finance, Sales

Collaborator Contracts Permission

  • New Contract Manager permission to view and edit collaborator contracts.
  • Contract section is hidden for users without this permission.

Location: Human Resources → Collaborators → Collaborators
Affected: Human Resources, General Management

SPO Payment Action

  • New button to send payments directly from SARA after sending an SPO via email.

Location: Purchasing → SPOs
Affected: Finance, Purchasing

Timesheet Report

  • New "Report" tab to generate PDF timesheet reports for signature.
  • Supports multiple collaborators and custom date ranges.

Location: Human Resources → Timesheets → Timesheets
Affected: Human Resources, Finance

Kanban Enhancements

  • Time selection (hours and minutes) for task start and end.
  • Personal (private) kanbans per user.
  • Checklist-style lists with per-item completion tracking.
  • Clickable links in cards and checklists.
  • Notes section with timestamp, attachments, and pin.
  • Documents section (gallery, videos, 3D, files).
  • "Move to" option to transfer cards between kanbans.
  • Card duplication within sections.
  • Template manager (permission-based) to create/edit kanban templates.
  • Completed tasks now appear grayed out with strike-through in calendar view.

Location: Tools → Kanban → Kanban
Affected: All

🚀 Improvements

Balance Transaction

  • Improvements to performance and usability.

Location: Finance → Administration → Balance
Affected: Finance

Collaborator Information

  • Added glove size field in collaborator profiles.

Location: Human Resources → Personnel Management → Collaborators
Affected: Human Resources

Birthday Notification Email

  • Reimplemented the automatic birthday email.
  • Added Control Panel settings to enable/disable and configure recipient email.

Location: Control Panel → Settings
Affected: Human Resources, General Management

Department Administration

  • Renamed "Extra Hours" to "Overtime".

Location: General Management → Departments → Department Administration
Affected: Finance, Human Resources

Plant Access

  • Added full name display for collaborators.
  • Accesses now expire automatically and become inactive.
  • Added ability to renew access.
  • Clicking plant name displays plant details.

Location: Engineering and production → Plants → Access
Affected: Operations, Human Resources

🔨 Fixes

Edit Collaborator Nomenclature

  • Renamed "Flexible Schedule" to "Fixed Schedule" for consistency.

Location: Human Resources → Collaborators → Collaborators
Affected: Human Resources

🧩 Miscellaneous and Internal Fixes

  • Internal adjustments and minor improvements across modules.