Version 7.2
Issued on
15/1/2025
New questionnaires, filters on the registry, and improved imports
- Purposes and legal bases in exporting the registry
We have separated the legal bases from the purposes in exporting the registry of operations. Now find this information in two separate columns, so the document is much more readable and clear. - More flexibility in managing organizations
We have added a new "Notes" field in an organization's general tab. This flexible space allows you to jot down as much additional information as you need, improving customization in data management. - Import operations optimized
The import of operations is enhanced with the new "Specific Tasks" field of the authorized. This integration will save you valuable time when loading data for a more efficient and complete process. - New filters in the register of operations
Improvement of the operations register continues with the introduction of new filters dedicated to those involved. It is now also possible to filter and identify operations by responsible party or sub-responsible party. - New: customizable questionnaire system
We are excited to introduce the new questionnaire section. From today you will create customized questionnaires choosing from different types of questions and answers, with the possibility to export them in PDF format. The system will soon evolve with the introduction of predefined questionnaires and the possibility of digital submission.
Version 7.1
Issued on
18/12/2024
Co-owner asset, duties on multiple elements of organizational chart and contract per owner
- Co-owner's Assets
Work continues on improving the Subjects and Relationships section; in fact, co-owner's assets could not be missing from operation . Your registry is no longer limited in asset management. - Task across multiple organizational chart elements
Link the same task to multiple organizational chart elements, so you save time and manage it from one place. - privacy policies of an organization
We have added massive downloading to the privacy policies register as well, exporting all of an organization's privacy policies with one click. - Saving New Users
Creating new users is easier, to save a contributor is not required to also link operations. - Contract between manager and owner
Finally, the contract between manager and owner has also arrived, to be used when the organization operates as a manager at operation and wants to regulate relations with its owners.
Version 7.0
Issued on
18/9/2024
Subject catalog, relationships, and management of subrecipients
- Subject Catalog
From now on you have at your disposal the unified catalog of all managers, sub-managers, owners and co-owners in the domain. Manage subject information from one place and consult its operations in different organizations.
- An organization's relationship catalog
Now, within an organization you find a single section for managing the individuals with whom there is a relationship, so you don't have to duplicate the form when an individual takes on multiple roles in relation to different operations .
- Managing sub-responsibles
In addition to the unified catalog, which also includes sub-responsibles, we have also intervened in operations. With this update, it is possible, in a operation as an owner, to associate any sub-responsibles with their direct managers, and in a operation as a manager, to link them to the different owners.
- New Connections tab
We have not limited ourselves to just the relationships between an organization and a subject, now with the new connections tab you have a complete view of the relationships, even with other subjects, according to the different roles played.
- New Filters on Digitally Submitted privacy policies
Work continues on improving the digital submission of privacy policies, now in the viewings and consents section of a'privacy policy there are two new filters. One to see the stakeholders who have viewed it and the other to monitor the consents given.
Version 6.80
Issued on
12/6/2024
Import of measures, recipients on operation and new multi-selection
- Multiple selection of items
With this update, you select all items in a list with one click even if there are more than 25 items. This way you no longer have to click on "Load more" to select items. - Recipients on operation
We have added the recipients field directly on the operation tab, this way, in addition to the categories you also indicate specific recipients, which is useful, for example, in the case of a request from a stakeholder. - New Enhanced List Tag
Another important new feature on custom templates, you can now intervene in your document with a new command that allows you to filter or group list items as you like. - Importing security measures
Following the addition of the measures catalog with this update we have added the import of measures via trace, now you upload all of an organization's security measures with one click.
Version 6.70
Issued on
7/3/2024
Import of catalogs, task management, and new fields available
- Exporting the organizational chart
Now you can also export the organizational chart in different formats, so you always have a document representing the entire organizational structure at your disposal.
- Privacy chart in organizational report
One of UTOPIA's most widely used documents gets an update; now the privacy chart, the graphical display of an organization's reports, is also included in an organization's report.
- New "Activities" field on the organizational chart
After the inclusion of the "activities" field on the managers of operation we could not fail to include it on the organizational chart as well, this way you specify the activities of each individual element.
- Importing Catalogs
Improvements in the Catalogs section continue, now independently importing your own custom catalog entries saves you lots of time.
- Copying operations from a log template
Here is the new feature that allows you to copy individual operations even from a log template, so you select and copy only what you need.
- Sorting assets by code
We have added a new sorting criterion to the list of assets, now you also sort them by code and not just by description.
- Asset and measure catalogs added
Asset and measure catalogs could not be missing, with this new management you upload your data in just a few clicks and use it wherever you like.
- Enhanced Task Management
By popular demand we have added the task list, now, inside the organization chart you have a section where you manage all the tasks in an organization, import, export and monitor the people and operations associated with each task from one place.
- New Filter on Viewing Intakes
Developments continue on one of the most used sections of UTOPIA, digital submission of authorization to operation, there is now a new filter to view expired requests, so it is easier to manage new submissions.
- Specific tasks in the organizational report
Couldn't miss the specific tasks of an authorized person within the organizational report as well, with this update, you have a new placeholder to use in the default document template.
- New field on operation
We have inserted a new field in the measures tab of a operation, which is useful to justify the manually entered reduced risk value.
- Advanced Asset Management
With this new feature when you enter a manager or owner of operation via the "Search" button their assets are also copied, so you don't have to enter them from scratch.
