Orcanos Release 4.2.0.x Overview

In this release there were some major changes to support the following:

  1. Improve stability 
  2. UI improvements
  3. Improve performance
  4. Improve security
  5. Discontinue for all plugins that required Desktop installation (DMS Import/Export, Docgen)
  6. Risk Management 
  7. Lots of improvements and bug fixes (not all of them reflected in the release notes)

For older release notes, please click here

New Features


FMEA New Risk Changes

Better ISO 14971 Compliance 


Add option to calculate probability using P-hazard * P-harm = P-total. This capability adds another layer of compliance with ISO 14971.

Allow 4 levels of risk acceptability – add new RPN level in Tabular RPN as LowIso 14971 P hazard * P harmhttps://www.orcanos.com/help/Knowledgebase/fmea-settings-2/

Online Docgen For Generating Documents

More capabilities generating STD, STR, and more


Add option “Include Original ID in case of branch” to print original id in generated document. This is done in order to keep track of previous documents and better compare using the original ID that doesn’t change

Orcanos design control work item original id

Online Docgen Test Management – It now includes the Execution Results for the Test cases under the selected Node, and more options of test results, styling, etc.

Orcanos docgen for document generator - STD


Dashboard And Reports

Changes that were applied in the Dashboard, were meant to save precious time to users


Public Dashboards

Dashboard owner can now share a dashboard by making it Public (for all or for specific groups). This allows creating one dashboard once and use it multiple times for multiple users, in order to avoid for end user creating his own dashboard. It works the same as the Private/Public filters.

orcanos design control - public dashboard

Allow different size (Small, Medium, Full) for Pre-defined Panels like Recent Items and Recent Filters


Start /Create and Cancel Trace

Allows to create Trace by Right-click the Item in the Product Tree

Changes in Traceability Matrix Report (Dashboard)

  • Include Original ID in the Traceability Matrix tab
  • Last run status in traceability shall take last run status of the Selected Project Version


ECO (Engineering Change Order)

ECO Improvements For Better Change Management


Allow to add DMS Item with Different Revision under more than one ECO, in case DMS items were belong to a signed ECO, they can be added to other ECO’s

orcanos qms iso 13485 - eco

Make the ECO ID in the revision table of DMS Item as hyperlink, so it can be opened directly from the Document Control specific document revision


Document Control 

Adding powerful online capabilities for importing and exporting your repository 


Online Import/Export Documents

The desktop plugin is no longer in use, it is purely online now

orcanos qms - dms - document control - export documents

Download your DMS repository in one click: User can export the entire DMS from Orcanos Document Control to his local drive. Orcanos will download a zip file that contains all files and folders in the selected hierarchy, based on the settings user selected (Source, approved PDF, etc.).

Upload files and folders – Allow upload files and folders to the Document Control system by drag and drop – User can add multiple files and folder by simply drag and drop. https://www.orcanos.com/help/Knowledgebase/import-documents-files-into-orcanos-dms-document-control/

Allow regeneration of the PDF publishing in case of failure

User can regenerate the PDF in case of PDF Publish error using Retry Icon in the Action Column of the Corresponding Revision File

Work Items

Accelerate QMS Capabilities


New Children Tab –Show child items in a new TAB

Add unlimited Work Items from Admin – In order to customize your QMS completely, Orcanos has added a capability for Admin to add new work items from the Orcanos System – Add Icon is available on Admin >Customization> Work Items to add new Work Items (requires special license)

New work item Recall, code RCL added in Work Items List to keep better tracking of recalls and trace them back to your QMS or design control https://www.orcanos.com/help/Knowledgebase/work-items-2/

Suspicious Indication – Don’t apply suspicious if status changes, only for name and description


Include original ID Field in the filter, so in case item is branched, it is possible to see its original ID in the results

Allow to add new work item from template also from Work Item menu and not just from product tree

Work Item Editor

Add new capabilities for the editor – Table and Image resize using drag and drop rather than open a popup screen

Add Image button to RICH TEXT tool bar

Work Item Grid – Improvements in Back Button – It retains the grid stage before clicking the View icon (performance considerations)

On Clicking Back, the View is not refreshed to display all data but it displays the previous selected View grid results

History tab – Only Top 50 should are listed by default (performance considerations). Rest would be retrieved on clicking “More” Hyperlink

Traceability tab – The new Column “Locked Indication” is added. It would display the Project’s version current status

Import Work Items

Name in Import Setup is not mandatory now

Import pagination allows to list 1000 records per page now


Import CSV File with Numeric Field Blank – Handle the blank numeric data in the Excel by giving default value as 0


Change the advanced search to search complete word instead of a partial word, in order to make search faster


e-DHR allows for lot Management –  Allow managing lot’s released numbers. So upon signoff of an EDHR item with lot# based on X quantity of items, that action will release X instances of that same serial number

Performance, Stability, Security

Major changes were made in Orcanos infrastructure to improve performance, stability and security

  1. The method of work with web services is more secure and robust, working with Tokens
  2. The amount of calls to the server for each request was reduced tremendously
  3. The filters architecture was changed to allow queries to run faster

Customer Support

Online Chat – Add chat link on the login Page, so user doesn’t have to login in order to contact support.


Add Search bar – Search is provided in users tab of the Project 

Increase the Word limit  – Make Custom field Rich Text Editor nvarchar(max)

Show Active Work Items Checkbox – Add the checkbox to list only the active Work Items


Sign and Reject selection list box are replaced with Approved and Reject Buttons

Service Center

Users Tab – The Users tab is listed now for Sites also

Performance improvement on retrieving list of customers in Service Center module

Bug Fixes

  • Show only exclude Items checkbox is not working for the Tabs 
  • Cover letter is not proper in case the Revision description is long 
  • User is able to update the Item Description of the locked version item without branch 
  • Multiple feature selection is not displayed correctly in Dashboard Panel
  • First Name and Last Name accepts all special characters
  • Remove the Column “Dependent Fields” from Custom Fields Page
  • Multi select values are not listed properly
  • On changing Project on Sharing Fields Page, the Work Item gets reset to first work item listed
  • Change Traceability for Freeze Item checkbox option is missing from Business Requirement in Admin> group> work item permissions
  • Sharing Fields Page is not refreshed on checking all 3 checkboxes for Show only exclude items
  • For some table with a blank table row in HTML is giving an error and stopping the document generation 
  • Remove Convert Item option when Project/Solution Node selected in Product tree
  • Service call not displayed under correct customer 
  • Edit/Move/Delete Test steps of DEFECT after Branch are recorded in lower version in which defect was created
  • The Last saved number of records not listed on Process flow and mandatory Field Tab of the Project
  • Cover letters are not getting Exported using Export Tree
  • User is not able to add defect if default status having special characters
  • Work flow doesn’t function – after W/F import users are able to move to any status even if excluded in permission group
  • Field names with Apostrophe are displayed blank in the Dashboard Panel
  • Edit Defect Field value in Edit View include change in Description in History
  • Panel with Customer name field value having apostrophe does not display any data
  • Edit Import Setup with Hebrew File gives warning message and does not allow to Edit Import setup
  • User is not able to re assign the test case in the execution set
  • Click on Branched Id from Work Item Grid gives error
  • The “Show Discussion” in the Email template is not listed in the Email Received
  • Object Reference Error message in the Panel in case selected Project is marked Inactive
  • Email current Page does not display the correct field value for the Rich Text editor field
  • work Item Import: Hebrew Data in Excel is displayed as ? mark on import
  • There is no row at Position 0 when import work item at Parent id which does not exist in the system
  • Customer Overview Page details are not listed
  • Copy – Paste the test step shows the advance version in History
  • Remove Test Run and Defect from Work item Selection list from Manage ECO Items pop-up
  • No Log recorded for Status value update in the System table
  • The heading in the generated document does not match the heading font size defined in the template
  • Do not allow to convert the Signed WorkItems
  • Item opened in a new tab from Solution does not list solution items
  • When using xml for record execution in web service ‘Record_Execution_Results_New’ its giving error of object reference
  • 1 line test case description not displayed in online generated document when Include test case results checkbox is unchecked
  • Blank Document Generated via Online Document Generator
  • Scrollbar at the End of the Dashboard Page opens the Add Icon option
  • import document:all images are not showing
  • Import does not work for Checkbox field type
  • When clicking on link from the discussion it opens in the same tab instead of new tab
  • When user is suspended , assigned to is changed of freeze records and electronically approved records too
  • Index was outside the bounds of the array error when generate document with test cases
  • A Lock Icon is displayed for the Locked + Active Project version in Online Doc for Edit Page
  • Add Item by Right-click at Project or Solution node is not working
  • Quick search for Defect type is giving error
  • System Field is not showing field value in the email notification in email template. (special field for alma laser)
  • Single Item added in the product tree is not listed properly
  • French File name in Download PDF is incorrect
  • Locate in Product tree for Allow Single login unchecked item to Dashboard
  • Multiple items added under product tree is not listed properly
  • User can branch DMS Item in the Project using mass update option
  • PDF Publish error on Signing the File with Change #2 as previous file added is in draft
  • Cover letter Data gets distorted in case Document with 2 different headers is signed
  • Headings in Item Description distorts the order of items listed in Online Document Generator
  • Login with Site User does not display the Related service Calls
  • Last selected filter is not retrieved on next page load
  • Google map opened in Full screen gives the pop-up message
  • Add service call is possible for Inactive Customer’s site
  • Disable/Remove Branch checkbox for mass update service calls
  • Add System table for Unit test work item
  • Dynamic table font and font size are applied to the all text where style is not applied
  • Drill Down in Panel with Import Date values is giving error
  • User can edit test step for which Signing Process has started from Online Doc for Edit Page
  • Tabular text of 26 rows in Rich Editor Custom Field gives error (chars length ~900)
  • When Description field is added to the grid it take so much time too load
  • Last Run Status in Traceability Report is incorrect
  • User is able to go to edit screen of the Defect for the Project to which user has no permission
  • When 2 Items having ID matched upto 4 digits are added as ECO Item, it does not show correct Revisions list
  • Specify criteria should be reset/removed on changing the report level in Test Run View
  • When 1 field is dependent on field 2 then on single edit for field 2, its not showing error.
  • Incorrect log in case Delete status from System table which exist in the Process Flow
  • View with ECO Item Indication value No is not giving any result
  • After Signing CR, the Item gets freeze irrespective of the Process Flow defined in the Project
  • Existing and New Electronic Signatures are not showing in the list.
  • Can’t finish test case with parameter value which is deleted and added again


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