Stages Documentation

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reports:change-history [2025/11/20 14:56] – [Process Changes] Fryer, Kathrynreports:change-history [2026/01/05 17:43] (current) – [Association Overview] Fryer, Kathryn
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 ====== Change History for Stages Standard Reports ====== ====== Change History for Stages Standard Reports ======
  
-The Stages Standard Reports are maintained and updated to support Stages versions and to deliver enhancements and fixes. Stages upgrades do not automatically update the reports; you can download the latest reports from the [[reports:start|Stages Standard Reports page]]. This page summarizes recent changes made to the reports.+The Stages Standard Reports are maintained and updated to support Stages versions and to deliver enhancements and fixes.  Where possible, changes reference internal ticket identifiers, for use by UL consultants. 
 + 
 +Stages upgrades do not automatically update the reports; you can download the latest reports from the [[reports:start|Stages Standard Reports page]]. This page summarizes recent changes made to the reports. 
  
 ===== Association Overview ===== ===== Association Overview =====
  
-  * 2025-07-01 - Completely redesigned to use tables. Enabled HTML and PDF output as well as Excel. Eliminated limit on number of elements. Included details on target element workspace. In Excel, included element and workspace path information. (RC-213) Requires Stages 7.11.5 and later. +  * 2025-12-19 (Build 6358) - Enable Excel export in case where element type contains special characters not supported by Excel sheet names (RC-419).  
-  * 2024-10-04 - Minor updates to date/build tracking  +  * 2025-11-06 (Build 6179) - Add handling for Topic element type (RC-443); internal API update (RC-424). Requires Stages V7.11.8 or later. 
-  * 2023-12-13 - Code optimization+  * 2025-07-01 (Build 5672)- Completely redesigned to use tables. Enabled HTML and PDF output as well as Excel. Eliminated limit on number of elements. Included details on target element workspace. In Excel, included element and workspace path information (RC-213). Requires Stages V7.11.5 or later. 
 + 
 +Changes to earlier version of the report: 
 + 
 +  * 2024-10-04 - Minor updates to date/build tracking.  
 +  * 2023-12-13 - Code optimization.
   * 2023-08-03 - Limited number of elements to 100 to avoid performance issues (RC-176). Improved documentation, error messages, formatting (RC-137). Renamed report from AllAssociationsForElementType.   * 2023-08-03 - Limited number of elements to 100 to avoid performance issues (RC-176). Improved documentation, error messages, formatting (RC-137). Renamed report from AllAssociationsForElementType.
   * 2022-09-23 - Added support for Work Product States (RC-101).   * 2022-09-23 - Added support for Work Product States (RC-101).
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 ===== Comments Analysis ===== ===== Comments Analysis =====
  
 +  * 2025-12-09 (Build 6315) - Fixed error that prevented running report from top-level workspace (RC-463).
   * 2025-09-15 (Build 6014) - Added element parent path in Excel output; added workspace name and path when subworkspaces are selected in all output formats (RC-378).   * 2025-09-15 (Build 6014) - Added element parent path in Excel output; added workspace name and path when subworkspaces are selected in all output formats (RC-378).
   * 2024-10-28 (Build 5094) - Added error message when running against no-process workspace.    * 2024-10-28 (Build 5094) - Added error message when running against no-process workspace. 
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 Find current report details [[reports:start#compliance-overview|here]]. Find current report details [[reports:start#compliance-overview|here]].
- 
  
 ===== Compliance Traces - Process Perspective ===== ===== Compliance Traces - Process Perspective =====
  
-  * 2025-09-12 (Build: 6008) - Internal updates to handle legacy element types (RC-369); added element paths to Excel output for filtering (RC-367).  +  * 2025-11-10 (Build 6195) - Internal update to API (RC-437). Requires Stages V7.11.8 or later. 
-  * 2024-10-28 (Build: 5094)- Show Note when rating is "Not Covered" (RC-301). +  * 2025-09-12 (Build 6008) - Internal updates to handle legacy element types (RC-369); added element paths to Excel output for filtering (RC-367).  
 +  * 2024-10-28 (Build 5094)- Show Note when rating is "Not Covered" (RC-301). 
   * 2024-10-04 - Made Reference Model parameter selection mandatory. Fixed issue where PDF truncated data. Fixed error for no-process workspaces (RC-272). Minor updates to date/build tracking.   * 2024-10-04 - Made Reference Model parameter selection mandatory. Fixed issue where PDF truncated data. Fixed error for no-process workspaces (RC-272). Minor updates to date/build tracking.
   * 2023-11-24 - Updated documentation.   * 2023-11-24 - Updated documentation.
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 Find current report details [[reports:start#compliance-traces-process-perspective|here]]. Find current report details [[reports:start#compliance-traces-process-perspective|here]].
- 
  
 ===== File List ===== ===== File List =====
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 Find current report details [[reports:start#file-list|here]]. Find current report details [[reports:start#file-list|here]].
- 
  
 ===== Guidance Overview ===== ===== Guidance Overview =====
  
 +  * 2025-11-06 (Build 6180) - Internal update to API. Requires Stages V7.11.8 or later.
   * 2025-08-14 (Build 5830) - Added element parent path and workspace path to Excel output, to facilitate sorting (RC-380).   * 2025-08-14 (Build 5830) - Added element parent path and workspace path to Excel output, to facilitate sorting (RC-380).
   * 2024-10-04 - Minor updates to date/build tracking.    * 2024-10-04 - Minor updates to date/build tracking. 
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 Find current report details [[reports:start#guidance-overview|here]]. Find current report details [[reports:start#guidance-overview|here]].
- 
  
 ===== License Usage ===== ===== License Usage =====
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 Find current report details [[reports:start#license-usage|here]]. Find current report details [[reports:start#license-usage|here]].
- 
  
 ===== Local Elements ===== ===== Local Elements =====
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 Find current report details [[reports:start#local-elements|here]]. Find current report details [[reports:start#local-elements|here]].
  
 +===== MS Project Export with Phases =====
 +
 +  * 2025-11-06 (Build 6182) - Added workspace path to Excel cover sheet (RC-382); internal updates to API (RC-427). Requires Stages V7.11.8 or later.
 +  * 2024-10-04 (Build 5020) - Minor updates to date/build tracking. 
 +  * 2023-12-14 - Code optimization.
 +  * 2023-11-09 - Fixed issue with tab name for Excel import (RC-200).
 +  * 2023-07-06 - Improved documentation, formatting, error handling (RC-145).
 +
 +Find current report details [[reports:start#ms-project-export-with-phases|here]].
  
 ===== Process Changes ===== ===== Process Changes =====
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 Find current report details [[reports:start#process-changes|here]]. Find current report details [[reports:start#process-changes|here]].
- 
  
 ===== Process Interfaces ===== ===== Process Interfaces =====
  
-  * 2024-11-06 - Changed association names to match UI (RC-240). Fixed error when parent workspace has WV set to VV (RC-299) and when parent workspace has no process (RC-310). Added support to run in 7.11 (RC-295). //Applies only to report version for Stages 7.11 and later.//+  * 2025-09-19 (Build 6031) - Added workspace path (Excel) and element parent path (RC-384). 
 +  * 2024-11-06 (Build 5103) - Changed association names to match UI (RC-240). Fixed error when parent workspace has WV set to VV (RC-299) and when parent workspace has no process (RC-310). Added support to run in 7.11 (RC-295). //Applies only to report version for Stages 7.11 and later.//
   * 2024-10-04 - Adopted new API available for 7.9.14 and 7.10.5 and later (RC-234). Minor updates to date/build tracking.   * 2024-10-04 - Adopted new API available for 7.9.14 and 7.10.5 and later (RC-234). Minor updates to date/build tracking.
   * 2024-04-26 - Fixed issue with duplicate Assembly-WorkProduct interfaces (RC-239).   * 2024-04-26 - Fixed issue with duplicate Assembly-WorkProduct interfaces (RC-239).
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 Find current report details [[reports:start#process-interfaces|here]]. Find current report details [[reports:start#process-interfaces|here]].
- 
  
 ===== Process Version Usage ===== ===== Process Version Usage =====
  
-  * 2025-01-10 - Required fix for 7.11.1 security patch (RC-347).+  * 2025-09-19 (Build 6035) - Added workspace path information in Excel (RC-385). 
 +  * 2025-01-10 (Build 5266) - Required fix for 7.11.1 security patch (RC-347).
   * 2023-11-08 - Code optimization.   * 2023-11-08 - Code optimization.
   * 2023-09-28 - Improved documentation, formatting, error handling; fixed logic error (RC-149).   * 2023-09-28 - Improved documentation, formatting, error handling; fixed logic error (RC-149).
  
 Find current report details [[reports:start#process-version-usage|here]]. Find current report details [[reports:start#process-version-usage|here]].
- 
  
 ===== Project Plan Export ===== ===== Project Plan Export =====
  
-  * 2025-04-18 - Code optimization (RC-356).+  * 2025-11-20 (Build 6233) - Added workspace path to Excel cover sheet (RC-386). 
 +  * 2025-04-18 (Build 5543) - Code optimization (RC-356).
   * 2023-09-01 - Improved documentation, formatting, error handling (RC-148).   * 2023-09-01 - Improved documentation, formatting, error handling (RC-148).
  
 Find current report details [[reports:start#project-plan-export|here]]. Find current report details [[reports:start#project-plan-export|here]].
- 
  
 ===== MS Project Export with Phases ===== ===== MS Project Export with Phases =====
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 Find current report details [[reports:start#ms-project-export-with-phases|here]]. Find current report details [[reports:start#ms-project-export-with-phases|here]].
  
 +===== Role User Assignment =====
  
-===== Role User Assignments ===== +  * 2025-11-06 (Build 6181) - Added element path, and for Excel output, full workspace path (RC-387). Internal update for API (RC-426). Requires Stages V7.11.8 or later. 
- +  * 2024-11-08 (Build 5109) - Added support to show Team assignments for users, based on user-to-Role and Role-to-Team assignments (RC-300).
-  * 2024-11-08 - Added support to show Team assignments for users, based on user-to-Role and Role-to-Team assignments (RC-300).+
   * 2024-10-04 - Minor changes to date/build tracking.   * 2024-10-04 - Minor changes to date/build tracking.
   * 2023-06-22 - Improved documentation, formatting, error handling (RC-150).   * 2023-06-22 - Improved documentation, formatting, error handling (RC-150).
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 Find current report details [[reports:start#tailoring-report|here]]. Find current report details [[reports:start#tailoring-report|here]].
- 
  
 ===== Tailoring Statistics ===== ===== Tailoring Statistics =====
  
-  * 2024-05-09 - Minor updates to date/build tracking (RC-248).+  * 2025-10-17 (Build 6118) - Added workspace path to Excel cover sheet (RC-389). 
 +  * 2024-05-09 (Build 4618) - Minor updates to date/build tracking (RC-248).
   * 2024-04-24 - Removed Sub-workspaces parameter to avoid confusing results (RC-241); confirmed behavior for sub-workflows re-added due to child elements (RC-230); completed formatting changes (RC-153).   * 2024-04-24 - Removed Sub-workspaces parameter to avoid confusing results (RC-241); confirmed behavior for sub-workflows re-added due to child elements (RC-230); completed formatting changes (RC-153).
   * 2023-11-28 - Improved documentation, formatting, error handling (RC-153).   * 2023-11-28 - Improved documentation, formatting, error handling (RC-153).
  
 Find current report details [[reports:start#tailoring-statistics|here]]. Find current report details [[reports:start#tailoring-statistics|here]].
- 
  
 ===== Unresolved Process Interfaces ===== ===== Unresolved Process Interfaces =====
  
-  * 2024-11-06 - Changed association labels for Assembly-Work Products (RC-240). (7.11). //Applies only to report version for Stages 7.11 and later.//+  * 2025-11-26 (Build 6268) - Updated description to reflect latest changes (RC-444). 
 +  * 2025-11-06 (Build 6167) - Added columns indicating which process has or has not released the interface (RC-444). For Excel, added fully-qualified workspace name to cover sheet, and element path information to results (RC-390). Internal API updates (RC-436). Requires Stages V7.11.8 or later. 
 +  * 2024-11-06 - Changed association labels for Assembly-Work Products (RC-240). Requires Stages V7.11 or later.
   * 2024-09-16 - Adopt new API for efficiency (RC-234); update Team-Role handling to address Lead association (RC-250).   * 2024-09-16 - Adopt new API for efficiency (RC-234); update Team-Role handling to address Lead association (RC-250).
   * 2023-07-06 - Improved documentation, formatting, error handling (RC-150, RC-154).   * 2023-07-06 - Improved documentation, formatting, error handling (RC-150, RC-154).
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 ===== Work Product RASIC ===== ===== Work Product RASIC =====
  
-  * 2024-08-30 - Minor internal changes. +  * 2025-11-04 (Build 6167) - Added parent paths for Work Products and Roles and workspace paths for Roles (RC-391). 
 +  * 2024-08-30 (Build 4904) - Minor internal changes. 
   * 2024-05-10 - Addressed issue with error message not displaying (RC-252); minor update to date/build tracking.   * 2024-05-10 - Addressed issue with error message not displaying (RC-252); minor update to date/build tracking.
   * 2023-09-29 - Improved documentation, formatting, error handling (RC-192).   * 2023-09-29 - Improved documentation, formatting, error handling (RC-192).