AVA Revamp v26.4.1 – Mini Release

This mini release brings a set of Workforce Management features to the Revamp platform that were previously available in the legacy system. The scope of this release is feature parity migration and the integration of the Desktop application with Revamp.

1. User Assignment & Management

The following user management capabilities, already present in the legacy system, are now available in Revamp.

Hierarchical User Assignment

Administrators can assign members to managers or supervisors, and supervisors to managers, establishing a structured reporting hierarchy across the organization.

My Profile & Timezone Settings

Logged-in users can view and update their basic profile information and select their preferred timezone directly from a self-service profile page.

Password Management

Users can change their own password from their profile. Authorized users can also update passwords for other users directly from the user list.

Custom Screenshot Duration

Administrators can configure a per-user screenshot capture interval. This setting is stored in user preferences and the configuration control is visible only to users with the appropriate permission level.

2. Desktop Application Integration

The Desktop application is now integrated with the Revamp platform. Desktop APIs for login, time tracking, and session management are connected to Revamp in this release.

Login & Session Validation

On login, the desktop application validates against Revamp. It checks for an existing active web session to prevent duplicate logins, validates the user’s screenshot interval and timezone configuration, and returns clear, user-readable error messages in place of generic technical errors.

Time Tracking

The desktop app lists all projects assigned to the user along with their tasks and today’s tracked and consumed time per project.

Time tracking is managed through the following statuses:

•          Start – begins a tracking session for a project

•          Stop – ends the active session

•          Break – records a break period within the shift

•          Call Start / Call End – tracks call durations separately within a session

Logout

A dedicated logout endpoint for the desktop application allows users to formally end their session, with session data handled securely on sign-out.

Profile Image Display

Previously, the application always displayed a default avatar image for the user. With the updated API response now including a profile image, the application updates to display the user’s profile image when available. If the profile image is not present or is null/empty, the default avatar continues to be shown.

3. Punch-In & Shift Management

Shift start and time tracking controls previously available in the legacy system are now available in Revamp.

Punch-In

Users must punch in to begin a shift. Time tracking for the day can only be started after a successful punch-in, ensuring all tracked sessions are anchored to a confirmed shift start.

Attendance

Daily attendance details are accessible from a dedicated listing page. Users cannot log out before submitting their required project reports, enforcing a complete end-of-shift workflow.

4. End-of-Shift Reports

The end-of-shift reporting workflow – including project reports, client reports, and report management – is now available in Revamp, consistent with the legacy system.

Mandatory Report Submission

If time tracking was active during a shift, users must complete the following before punching out:

•          Submit a Project Report covering all tracked work for the session.

•          Submit a Client Report after project reports have been finalised.

Report Details & Comments

Report submissions display a breakdown of call time, work time, and break durations. Users can attach a comment to any project report entry using the information icon in the report list.

Report Update

Authorised users can update a submitted report after initial submission to correct or adjust recorded information.

Overall Report Listing

A centralised report listing page provides a consolidated summary of all reports with calculated time data and a detailed breakdown popup per entry.

Call Durations

Call durations recorded against a specific report can be listed in a granular breakdown view.

5. Screenshots & Client Visibility

Screenshot management and client approval controls from the legacy system are now available in Revamp.

Screenshots Viewer

Administrators, supervisors, and managers can access a screenshot listing filtered by date range, member, and project, with full pagination support. The viewer includes zoom-in, zoom-out, and slider navigation.

Client Screenshot Approval

From the Client Summary, managers can approve multiple or all screenshots in a single action. Each screenshot can be marked as Visible to Client or Not Visible to Client, giving managers precise control over what is shared before a report is submitted.

AVA Revamp v26.4.1a – Incremental Release

This incremental release follows the v26.4.1 Mini Release and covers items delivered to UAT between 14 and 16 April 2026. It includes fixes and enhancements carried forward from the previous sprint cycle, the rollout of role-based dashboards, and the resolution of several support tickets.

1. Carry-Forward Fixes & Enhancements

The following items, pending from the previous sprint cycle, have been resolved and deployed to UAT:

•          Idle time is now tracked correctly on the Attendance page, ensuring accurate time records.

•          Paid time is now calculated correctly and no longer includes call time.

•          The desktop application now runs more smoothly and syncs reliably with the web platform.

•          A Policy dropdown is now available when creating tasks, making task setup easier.

•          The 422 error on punch-out has been fixed. Users can now punch out without errors, even when idle time exceeds 100 hours.

•          Screenshot intervals are now properly managed and can be configured to different values for different users, improving monitoring flexibility.

•          Administrators can now change user passwords directly within the system.

•          The report submission issue on web has been resolved. Users can no longer submit a report while the desktop application timer is still running – the timer must be stopped before submission is allowed.

•          Users can now log in regardless of whether their email address is entered in uppercase or lowercase.

•          Clients can now correctly view the tasks related to their projects without any issues.

2. Role-Based Dashboards

Role-specific dashboard views, originally planned as part of the v26.4.1 Mini Release, are now live on the Revamp platform. Each role receives a dashboard tailored to their responsibilities.

Dashboards Now Available

Dashboards for the following roles have been deployed: Admin, Manager, Supervisor, Member, and Client. Each dashboard presents the information most relevant to that role – from high-level platform activity for administrators, to personal performance snapshots for members and approved client-visible data for clients.

3. Support Ticket Resolutions

The following support tickets raised by the AIIT team have been addressed in this release.

Two-Factor Authentication (Ticket #AIITSupport-5978)

The reported issue with two-factor authentication has been fixed. Users can now complete the 2FA flow without interruption.

New User Creation Requirement Update (Ticket #AIITSupport-5976)

The requested update to the new user creation requirements has been implemented, bringing the user onboarding flow in line with the latest guidance.

Login Issue (Ticket #AIITSupport-5977)

The reported login issue has been resolved. Affected users are now able to sign in to the platform without difficulty.

4. 13 Hours Query

The 13 Hours Query has been successfully implemented and is now available on UAT for review.

AVA Revamp v26.4.1b – Incremental Release

This incremental release follows the v26.4.1 Mini Release and delivers a set of new reporting views, a refreshed look with theme options, and a number of fixes.

1. Reports Module – Listing Views

In this release, the listing views for Member Reports and Project Reports are now available on the platform.

Member Reports – Listing View

A dedicated page where administrators, managers, and supervisors can view reports submitted by team members in one organised list. This makes it easier to review member activity without having to search across multiple pages.

Project Reports – Listing View

A consolidated page that brings all project-level reports together, allowing administrators, managers, and supervisors to browse reports project by project for a clearer view of progress across the portfolio.

Please note: The Member Reports and Project Reports pages currently include the listing view only. Additional capabilities – such as search filters, editing of specific fields, CSV export, and direct approval from the listing – will be delivered in upcoming releases.

2. Application Theme Options

The Revamp platform now supports both Light Mode and Dark Mode, allowing users to personalise their viewing experience.

Light Mode & Dark Mode Themes

Users can now choose how the application is displayed by switching between a bright Light Mode for daytime use and a softer Dark Mode for low-light environments. The selected theme is remembered for subsequent sessions.

3. Fixes & Improvements

The following fixes and improvements are included in this release.

Supervisor Role Display in Desktop Application

A ticket was received reporting that an employee with a Supervisor role was being shown as a Member within the desktop application. This has been resolved – the desktop application now correctly reflects the user’s actual role, ensuring role information is consistent between the web platform and the desktop client.

General Bug Fixes

A number of smaller issues reported during the previous sprint cycle have been resolved in this release, contributing to a more stable and polished experience across the application.

AVA Revamp v26.4.1c – Incremental Release

This release moves Sprint 26.4.1c into UAT with the completed sections of the Reports module, VA Management, My Reports, and the Client-side reporting views. The current flow has been compared with the legacy AVA platform to ensure alignment, and UAT feedback will be used to identify any remaining functional gaps or business-flow refinements. There are known issues in some areas, but no major blockers or crash issues that would prevent UAT progress; fixes for those will continue in parallel.

1. Reports Section

The centralised Reports section, introduced in v26.4.1, has now been expanded with three fully functional report views for administrators, managers, and supervisors.

Member Reports

Authorised users can browse member reports with filters for date range, project, and member, view full report details, and export listings to CSV. Authorised users can also update Paid Time on a report, with an activity history showing who updated and approved the value. An Override Logout option is available so authorised users can correct the logout time when a member has mistakenly logged out after submitting their End-of-Day report.

Project Reports

Administrators, managers, and supervisors can approve project reports directly from the listing, update report details, and adjust the Adj. Offline Time with a mandatory reason. A dedicated Offline History view shows previous adjustments together with the user, approver, and status of each change, and updates to Adj. Offline Time are reflected automatically in the Total Billed Time.

Client Summary

A new Client Summary page is available under Reports, allowing managers and supervisors to filter activity by client and date range. Approved project reports flow through to the Client Summary, and a dedicated viewer is available for reviewing member screenshots before they are shared with the client.

2. VA Management

VA Management gains a dedicated view for managers and supervisors to review attendance and report data for the members reporting to them.

Member Timesheet

The Member Timesheet page allows managers and supervisors to view a member’s timesheet across a specific time frame, with filters for date range and attendance type. Members without a submitted report for a given day are shown as absent, and the page supports correcting login time where required.

3. My Reports

Members now have a personal reporting view inside the platform for tracking their own submissions.

View Reports

Members can browse their own previously submitted reports under My Reports → View Reports, and open any report to see the full details. Where a report has been submitted but not yet approved, the member can update it through the edit flow.

4. Client-Side Reports

Clients now have dedicated reporting views inside their portal, giving them direct visibility into the work delivered against their projects.

Member Reports (Client)

A Member Reports listing is available in the client portal, showing reports submitted by the members working on the client’s projects. A detailed report view is available alongside the listing for deeper inspection.

Project Reports (Client)

Clients can browse Project Reports for the projects assigned to them and open a detailed view for any individual report. Filtering by date range and project is supported, and only the projects belonging to the logged-in client are shown.

6. Fixes & Improvements

The following fixes and improvements are included in this release.

Forgot & Reset Password

The Reset Password page is now reached correctly after OTP verification. Previously, users were being redirected to a 404 page; they can now complete the password reset flow without interruption.

Role-Based Report Visibility

Managers and supervisors now see only the reports of users assigned to them. Full visibility across all reports remains available to administrators. Additionally, the “My Timesheet” option is no longer shown to Admin and Client roles, since it does not apply to them.

Attendance Timer & Session Handling

Several attendance and timer issues have been resolved: the attendance timer is now user-specific and no longer carries over between users, it persists correctly after page refresh, and updates in real time as soon as a user punches in. The web timer now stays in sync with the desktop application without requiring a manual page refresh.

Desktop Application Login Validation

Login validation between the desktop application and the web platform has been corrected. Users now receive accurate messages such as “Please login on web first” or “You have already logged out for today” based on their actual session state, instead of generic errors.

Screenshots Module Improvements

Supervisors can now view screenshots that were previously only accessible through the admin role. The profile icon no longer overlaps the screenshot preview, and the “Too Many Login Attempts” error that was incorrectly appearing on the login screen has been resolved.

User Management

The View and Edit actions in User Management are now fully functional, allowing administrators to view and update user details directly from the interface.

General Bug Fixes

Numerous smaller fixes have been applied across the platform, including improvements to attendance reporting, project and member dropdown loading, call log display, logout reason persistence, and screenshot capture handling. These fixes contribute to a more stable and consistent experience.

7. Pending Items for Next Sprint

The following items were not part of the current sprint scope and are planned for the next sprint.

Paid Time & Offline Time Approval

The approval workflow for Paid Time and Offline Time updates was not included in the current sprint scope and will be delivered in the next sprint.

Client-Side Project Reports – Actions

The Actions section on the Client-side Project Reports page is not yet completed and will be handled in the next sprint.

This release introduces the complete Insurance Servicing Module, along with its supporting sub-modules, to streamline project management, insured records handling, policy tracking, and task management within AVA.

With this update, users can now manage agency projects, maintain insured records, handle policy data, and track daily operational tasks within a unified system. These enhancements improve visibility, accountability, and workflow efficiency across all roles. Additionally, improvements in user management, reporting, and permissions provide better scalability and control.

Agency Projects

The Agency Projects sub-module has been developed to provide a centralized and structured way to manage all agency-related projects. It allows users to not only view and manage projects but also control team assignments, client associations, and tracking configurations within a single interface.

Users can view a complete list of agency projects along with the users assigned to each project, making it easier to monitor project ownership and team distribution.

Project Creation & Configuration

While creating a new project, users can define all key project settings in one place. This includes assigning Managers, Supervisors, and team members, selecting the relevant agency client and their associated users, and enabling or disabling screenshot tracking based on project requirements.

Project Editing

Existing projects can be updated at any time, allowing users to modify assignments, configurations, or other project details as needed.

Detailed Project View

The detailed project view (accessible via the eye icon) provides a complete breakdown of project-related information through multiple tabs, enabling better visibility and management.

• Project Details Tab: Displays all basic information related to the project

• Screenshots Tab: Shows all user screenshots if screenshot tracking is enabled

• Team Members (VAs) Tab: Lists all team members assigned to the project. User can assign and unassign Members to this project.

• Clients Tab: Displays associated clients in a structured card format

• Agencies Tab: Shows all agencies linked to the project

Insured Module

The Insured Module has been introduced to manage all insured individuals and their related data in a centralized and organized manner. This module allows users to maintain detailed records, perform quick searches, and access all related information from a single place.

At the top of the page, an advanced search filter enables users to quickly locate specific insured records. Below that, a comprehensive list displays all insured individuals along with key details such as phone number, business name, type, and status.

Managing Insured Records

Users can easily perform all core actions within this module:

• Add new insured records with complete details
• Edit existing insured information
• Access detailed views for deeper insights

Detailed Insured View

The insured detail page is divided into multiple tabs to organize related data effectively:

Contact List Tab:

• Contains all contact persons associated with the insured. Users can also add new contacts directly within this tab.

Policy List Tab:

• Displays all policies linked to the insured, providing quick access to policy-related information. This is just the frontend and don't not have any proper functionality.

Task List Tab:

• Shows all tasks associated with the insured, helping track ongoing work and responsibilities. This is just the frontend and don't not have any proper functionality.

Policy Module

The Policy Module has been developed to manage insurance policies in a structured and efficient manner. It provides users with tools to search, view, and manage policy data from a single interface.

At the top of the module, a search filter allows users to quickly find specific policies. The policy list table displays all relevant details, including policy number, carrier, effective date, expiry date, and status.

Policy Management

Users can perform the following actions within this module:

• Add new policies with complete details

• Edit existing policy records

• View detailed policy information

Tasks Module (Insurance Servicing)

The Tasks Module has been introduced as a sub-module under Insurance Servicing, designed to help teams efficiently manage, assign, and track all project-related tasks within the system. This module ensures better visibility of work, improves accountability, and helps teams stay on top of deadlines and priorities.

At the top of the page, users are provided with advanced search filters, allowing them to quickly locate tasks based on multiple criteria such as title, notes, project, policy number, priority, status, date range, and assigned users. Below the filters, a comprehensive task list displays all tasks with key details, enabling users to monitor progress and workload effectively.

Task Organization & Tabs

Tasks are organized into three main tabs to represent different stages of progress:

• Assigned: Displays all tasks currently assigned to users
• To Be Reviewed: Shows tasks that are pending review or validation
• Completed: Contains all tasks that have been successfully completed

Each task record provides detailed information including:

• Task Title
• Project Name
• Policy Number
• Due Date
• Task Priority

Add Task

Users can create new tasks through a structured and comprehensive form. This ensures that all necessary information is captured at the time of task creation, enabling better tracking and assignment.

Edit Task

Existing tasks can be updated at any time to reflect changes in assignments, priorities, deadlines, or other task details. This ensures that task information remains accurate and up to date throughout its lifecycle.

Task Management Capabilities

The Tasks module supports complete lifecycle management of tasks, allowing users to:

• Create new tasks
• Update existing tasks
• View detailed task information
• Track task progress across different stages
• Manage priorities and deadlines efficiently

This module strengthens the overall Insurance Servicing workflow by ensuring that all operational activities are properly tracked, assigned, and completed in a timely manner.

User Management Enhancements

The User Management module has been enhanced to support dynamic role-based tabs, making it more scalable and adaptable to organizational needs.

Previously, only predefined roles such as Supervisor, Manager, and Member had dedicated tabs. With this release, any new role created within the system will automatically generate a corresponding tab in the User Management interface.

This ensures that the system remains flexible and aligned with evolving role structures.

Insured & Agency Support Data (System Settings)

New reporting capabilities have been introduced to better manage supporting data for insured individuals and agencies.

Separate tabs are now available for Insured Data and Agency Data, where users can view categorized records. This module also allows users to add or delete support data directly, ensuring that the system remains clean and up to date.

Roles and Permissions

To support all newly introduced modules, the Roles and Permissions system has been expanded with additional controls.

New permissions have been added for:

• Agency Projects
• Insured Module
• Policy Module
• Support Data

These updates provide more granular control over user access and ensure that permissions align with organizational roles and responsibilities.

Two-Factor Authentication (2FA)

To enhance account security and protect user data, Two-Factor Authentication (2FA) has been introduced in this release. This adds an additional layer of verification during login, ensuring that only authorized users can access the system.

With 2FA enabled, users are required to verify their identity using a secondary authentication method after entering their login credentials. This significantly reduces the risk of unauthorized access, even if login credentials are compromised.

Key Highlights:

• Adds an extra layer of security beyond email and password
• Helps prevent unauthorized access to user accounts
• Easy and secure verification process during login
• Designed to improve overall system security and compliance

This feature strengthens the platform’s security framework while maintaining a smooth user experience.

AVA Vision – Maintenance

As part of the AVA Revamp, multiple maintenance tasks and system improvements have been implemented in AVA Vision to enhance performance, reliability, and user experience. These updates address reported issues, improve system behavior under different conditions, and optimize overall application stability.

Performance & Stability Improvements

• Resolved issues causing slow login and punch-out (logout) processes, including timeout errors
• Fixed API failures and request issues occurring due to network/transport instability
• Addressed “Too Many Requests” errors observed in system logs
• Improved system handling for slow or unstable network conditions
• Implemented retry mechanisms for failed requests

These improvements ensure a more stable and responsive system under real-world conditions.

Time Tracking & Calculation Fixes

• Fixed incorrect time calculations during logout, including:
• Double-counted break time
• Incorrect paid time
• Incorrect total login duration
• Resolved issues with negative timer values during offline sync after date transitions
• Fixed “Something is wrong with the time tracker” error after break and resume

These fixes improve accuracy and reliability of time tracking data.

Desktop Application Enhancements

• Improved desktop application stability and error handling
• Removed forced elevation (admin rights) requirements from installer and updater
• Updated installer to support per-user installation (no admin access required)
• Enhanced handling of offline data saving instead of unintended deletion

These updates improve accessibility, reliability, and user experience of the desktop app.

UI/UX & Functional Fixes

• Resolved issue where users were stuck on “Add Client Report Summary” page after logout
• Fixed dashboard data issues (e.g., Today’s Hours and Productivity Index not displaying correctly)
• Addressed multiple VA Vision user-reported issues and inconsistencies

These changes ensure a more consistent and user-friendly interface.

This release introduces core management features that enable organizations to manage client agencies, users, roles, dashboards, and projects within a single platform. AVA now includes role-based dashboards and structured management modules designed to support daily operations, reporting, and administrative control. This revamp establishes a strong and scalable foundation for future enhancements.

Agency Clients Management

This module allows organizations to manage all agency clients centrally. Users can maintain agency records, keep information updated, and view clients in an organized list. 

• View a complete list of agency clients

• Add new agencies client with detailed information 

• Update existing client agency details 

• Assign users to agency client 

Role-Based Dashboards

Dashboards are available for all roles, providing a role-specific view of work, performance, and activity across the system.

Dashboards available for:

Agent 

IT

HR

Supervisor 

Manager

Admin 

• Display key operational and performance metrics
• Manager and Admin dashboards include team performance overviews 

User Management with Roles

The User Management module enables administrators to control system access and role assignment across the organization.

• View a complete list of system users
• Control user access and status 
• Role-based visibility across the system

Add New Users

Admins can create and onboard users directly within the system using a structured user creation flow.

• Add new users from the User Management module
• Capture user details including name and email
• Assign roles during user creation 
• Define Weekly Working Hours

Insurance Servicing Agency Projects

This module is designed specifically to manage projects related to insurance servicing agencies. It enables teams to organize agency-specific work, maintain complete project information, assign responsibilities, and track project progress within a structured framework.

• View a list of all insurance servicing agency projects 

• Create new insurance servicing agency projects 

• View complete details of each project, including assigned agency, team members, and status 

• Assign managers and supervisors to each project
• Associate team members and client agencies with projects
• Manage project status throughout the project lifecycle 

This update delivers a comprehensive overhaul of the user interface and the core authentication framework to support a Multi-tenant SaaS architecture. The 25.12 release focuses on improving transparency, productivity tracking, and administrative flexibility.

1. Redesigned Dashboard Experience

The user interface has been reimagined to provide a centralised view of essential user data.

Unified Information: Users can now immediately see their Profile, Name, and Role upon logging in.

Efficiency Metrics: The dashboard now highlights the Time saved on the platform, allowing users to quantify the value of their workflows.

Tailored Views: The update introduces specific dashboard layouts for both Members and Clients to ensure the most relevant information is prioritised for each user type.

Member Dashboard

Client Dashboard

2. Enhanced Work Items Tracking

A new productivity suite has been integrated to help users and managers monitor output in real-time. Key tracking features include:

Time & Efficiency: Users can monitor Today’s Hours and their Productivity Percentage.

Project Oversight: A summary of Total Active Projects is now visible.

Granular Task Statuses: Tasks are now categorised into three clear stages: Open, To be reviewed, and Completed.

3. Authentication & Security Redesign

The core login framework has been modernised to improve the entry point of the application.

Login Experience: A new system for Login has been implemented, featuring completely redesigned login pages for a more modern aesthetic and smoother user flow.

4. Administrative Controls

New tools have been provided to Admins to allow for better customisation of the user environment:

Security Management: Admins now have the ability to toggle Two-Factor Authentication (2FA) to enhance account security.

Communication Preferences: Management of Email Notifications is now available within the admin panel.

Global Settings: The update includes Timezone Selection tools to ensure that project data and hours are accurately reflected across different regions.