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Release notes | SAP 5.1 - 13th October, 2026

New changes around Training, sending forms, and resource updates.

Training Management Module

Site App Pro now has a full Training management feature — define what people need to know, do, or provide, assign it, and see who's ready for work.

This is a paid feature. Contact support, or your Customer Success Manager to activate the Training Management Module.

  • Build Requirements from up to 30 Activities — uploaded proof, policy sign-off, resource review, forms, quizzes, in-house attendance, or external courses

  • Assign via Job Roles, User Groups, Suppliers, or individuals, as Critical, Required, or Optional — overlapping assignments resolve to the highest priority

  • Track everything in the new Training Matrix and Training Register, with Work Ready Score indicators and a supplier filter

  • Set validity rules — fixed expiry, no expiry, or expiry derived from evidence — with reminder windows and grace periods; renewals only repeat the work that actually needs refreshing

  • Existing forms, quizzes, and resource sign-offs can automatically satisfy a Requirement — no need to redo work already completed

  • Authorised admins can complete work on someone's behalf and correct expiry or status, with a clear record of why

Training on mobile

  • Learners can review, sign, complete, and upload proof right from the app, with correction paths for rejected evidence

  • Managers get a people list, a Need Attention view, and the ability to record in-person training (including Roll Call-style sessions) for up to 50 staff at once

Training through the External Portal

  • Organisations with Training and External Portal access can turn on automatic email invitations for staff without app logins (off by default) — one email can cover several Requirements, with a link valid for 90 days

  • Failed quizzes stay on the list with a retry date — no need for an admin to resend

  • Rejected uploads show the latest reason and route straight back to the learner's outstanding work

Training records, imports, and group oversight

  • Every profile now has a full Training Record — combine requirements, progress, and additional resources, certificates, forms, and quizzes, then export to PDF or Excel

  • Migrating from another system? The new import wizard creates or matches people, roles, and requirements from a spreadsheet, with AI-assisted certificate matching

  • Group admins can choose which requirements each organisation receives, and inspect any organisation's Register read-only


Sign Resources

Get a clearer record of who's reviewed and acknowledged a document.

  • Add a signature when completing a resource on mobile — stored with the completion record

  • Require signatures across resource completion, tasks, messages, and external requests via a new setting

  • Pass a device around for multiple people to sign, or add someone not yet listed


Sign and Continue Forms

  • Sign a saved form you can edit, right from mobile

  • Request a signature through a task — require it before the task completes, with optional auto-complete after signing

  • Send a saved form to one person to sign or edit (editing requests go one at a time to avoid conflicting edits)


Clearer Form Ownership

  • Staff keep access to forms they started, even after someone else continues them

  • Completed-form views, reports, and printed forms now distinguish who started a form from who last updated it


QR Codes and Web App Access

  • Generate QR codes for forms and resources — downloadable or printable, with a heading and instructions. Form QR codes in SAP can select a site for the submission

  • Scanning opens the form or resource in-app, with a web fallback if the native app isn't available

  • Fill in forms directly from the Admin Console, in a sidebar or a new tab


Time Log Management

  • Edit times and sites, add missing entries, check out open sessions, and delete incorrect entries (with confirmation) — on web and mobile

  • Entries show edit markers, distance warnings, and a visible amendment history


Group Users and Access

  • Group admins can provision Organisation Admins, Managers, or Verifiers across organisations in one operation

  • Switch-login support extended to SSO providers that don't use tenant IDs


Bug Fixes

  • Fixed Form Builder showing raw IDs instead of User Group/Job Role names on first load

  • Fixed equipment bulk uploads dropping details when CSV column casing differs from the field label; reverting equipment to its category settings now also restores the Primary ID

  • Organisations in any default group can now customise their dashboard statistic labels

  • Fixed emailed form PDFs getting identical filenames when two instances of the same form are completed within a minute

  • Fixed cleared equipment tags reappearing after saving or refreshing

  • Mobile resource expiry-date picker now allows future years without month-by-month navigation

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