Evotix Assure Product Updates
Welcome to the Evotix Product Updates!
February 2026
Premium Data Refresh option
We are enhancing your analytics experience with a new Premium Data Refresh option. Teams can now opt in to have dashboards refresh approximately every three hours, supporting same‑day reporting for operational and leadership decision‑making.
Faster refresh cycles mean you can rely on dashboards that reflect the latest available data, enabling timelier decisions, reducing the risk of acting on outdated information, and minimizing the need for stale‑data reconciliations.
This enhancement is available as a paid add‑on.
To learn more or to enable Premium Data Refresh for your organization, please speak with your Customer Success Manager or Customer Development Manager.
New Data Extract API – Additional Fields in IQ
The Data Extraction API has been extended, allowing you to export datasets for the following modules/sub modules:
Absences within People, Injuries and Absences module
You can export over 60 different types of datasets with this API, with more being added over time.
You can find a complete list and an overview of how it works in this knowledge base article.
The Data Extraction API is a chargeable service. To activate it, please contact your Customer Success Manager.
New Date of Hire field in Insights
If you use an OSHA org unit, Insights+ now provides the Date of Hire field.
If you have an OSHA org unit and want to get started, please reach out to your Customer Success Manager.
Knowledge Base Uplift
We’re excited to share that we’re uplifting the Assure Knowledge Base to deliver more helpful, accurate, and context‑aware guidance — right where you work in Assure.
What’s changing
- A refreshed Knowledge Base experience. We’re enhancing and optimizing content, so it’s easier to find, easier to understand, and better aligned to real‑world workflows in Assure.
- Stronger in‑product help with Userflows AI. As the Knowledge Base improves, you’ll see clearer, more relevant answers surfaced inside Assure, reducing the need to switch tabs or log support tickets.
- Better responses from Userflows AI. One of our focus areas is enabling Userflows AI to return more precise, actionable guidance—so you and your teams reach value faster with fewer clicks.
Why this matters
- Faster time‑to‑value. Get to the “how” and “what next” sooner, with guidance that adapts to your context.
- Higher confidence. Improved structure, search, and content quality mean fewer dead ends and more clarity.
- Less friction. More self‑serve answers in‑product means less disruption to your day and quicker outcomes.
What to expect next
We’ll be kicking off the uplift project shortly with articles being updated in stages. As each wave lands, we’ll highlight what changed and where you’ll see the benefits in Assure.
If you have feedback on articles you use frequently — or topics where better guidance would help — please let us know via your CSM or Product Ideas. Your input will help us prioritize what delivers the most value for your teams.
October 2025
Manage Leaderboard Visibility and Participation in Learn
Administrators in Learn can control how the leaderboard appears across the entire site. The leaderboard can be turned off, hidden for selected users or exclude users from appearing.
These options are helpful when you want to protect privacy or keep learners focused on required training.
Adjusting these settings only changes visibility; it doesn’t alter anyone’s assignments or training records.
September 2025
New Absence & Injury Fields in Insights
When you use an OSHA org unit, Insights+ now provides additional fields that connect absence and safety data.
You can now track DART rates more accurately, view absences alongside incident data and link both directly to specific establishments.
These fields give a clearer picture of where risks and lost time are concentrated.
If you have an OSHA org unit and want to get started, reach out to your customer success manager.
New Equipment Register Fields in Insights
With this release, new fields for equipment categories and subcategories have been added to Insights+.
The category and subcategory fields give a clear structure for records and now enables better analysis of equipment data.
To get started reach out to your customer success manager.
Introducing New AI Support Bot
We have introduced a new AI-powered support bot in Assure. This tool uses generative AI to offer faster, smarter assistance for Knowledge Base information.
We are in the process of training the AI so it becomes more helpful overtime.
Here’s what to expect:
More intuitive help – Ask a question how you would naturally and quickly get tailored answers.
AI-powered walkthroughs – Get step-by-step help generated from our content, not just a list of articles.
Curated content – Receive relevant videos and articles, right when you need them.
You can now access the new In-App bot using the icon in the bottom right corner of Assure.
August 2025
Mandatory Fields for Recordable and Reportable Injuries and Absences
Any incident marked OSHA recordable or reportable in Assure will automatically include mandatory fields for “Classification” and “Choose one of the following” in the People, Injuries and Absences module.
If the incident is not OSHA recordable or reportable, these fields will be optional.
Learn more about the People Absences and Injuries in this knowledge base
Mandatory Sub Modules in AssureGO+ Forms
You can now make sub modules mandatory in AssureGO+ forms.
The following sub modules can be made required in your Questionnaire set up:
- Injury classification
- Assailant
- Signatures
- Linked People, Injuries and Absences
This ensures AssureGO+ users submit any necessary information like signatures or injury details.
New Data Extract API – Additional Fields in IQ
The Data Extraction API has been extended, allowing you to export datasets for the following modules/sub modules:
- IQ – Additional Fields
You can now export more than 50 different types of datasets with this API, with more being added over time. You can find a complete list and an overview of how it works in this knowledge base article.
The Data Extraction API is a chargeable service. To activate it, please contact your Customer Success Manager.
July 2025
Improved Absence and Injury Tracking
We’re launching improvements to how you manage lost and restricted days in Assure.
The updated People, Injuries, and Absences sub-module makes it easier to track OSHA-reportable incidents and lost/restricted workdays across your workforce.
What’s new:
- Some fields are moving to the updated People, Injuries & Absences module.
- Link multiple people, injuries and absences to a single incident.
- Track lost and restricted days directly in Assure and report through Insights.
- Users managing the incident and associated absences will need access to the updated module.
If you currently use the incident module for reporting OSHA301 records, we recommend reviewing the following once the update goes live:
- Your user permissions
- The Incident and People, Injuries and Absences form setup
- Any AssureGO+ Incident Report forms
Please reach out to your Customer Success Manager for further assistance.
More Control Over Equipment and PPE Categorization
We’ve added dependent picklists to the Equipment Register in Assure.
You can now capture more consistent, structured data by defining equipment category and subcategory relationships in Assure.
Here’s what you can do:
- Set up category/subcategory relationships in system settings.
- Improve data quality with guided dropdowns.
- Apply to PPE, equipment, and other tracked assets.
This update is available now — no configuration is needed beyond enabling it in your system settings. You can read this knowledge base to manage your picklist dictionary.
The Equipment Register is a chargeable service. To activate it, please contact your Customer Success Manager.
Manage Users at Scale with SCIM API
We’ve introduced support for SCIM (System for Cross-domain Identity Management) API, enabling seamless integration between your identity provider (i.e. Azure AD, Okta) and the Evotix platform.
With SCIM API, user accounts are automatically created, updated and deactivated based on changes in your central identity system.
This ensures more consistency and security across your wider IT ecosystem by using the same API standard many of your other business systems already support.
SCIM is a chargeable service. For assistance with setup or more information, please contact your Customer Success Manager.
Additional Fields for Incident Event, OSHA301, Equipment and Action Data Extracts
We are adding additional fields to the Incident Event, OSHA301, Equipment and Action data extraction APIs.
If you use Data Extract APIs, verify your current Data Extraction API setup to ensure it remains unaffected.
Please review the changes and new fields in this knowledge base article.
The Data Extraction API is a chargeable service. To activate it, please contact your Customer Success Manager.
June 2025
Find critical forms and documents fast in AssureGO+
In this release, you can categorise forms and documents in AssureGO+. This allows frontline users to quickly find the information they need and streamline the number of AssureGO+ instances.
Cards for forms and documents are also getting a facelift. You will notice a modern layout including descriptions and toggle options for offline use.
Your forms and documents will not automatically be categorised. You can organise your forms and documents in your Portal Dashboard. Learn more in this knowledge base.
You may not notice a change to your AssureGO+ instance right away. Users must be on the latest version of AssureGO+.
To upgrade to the latest version, scroll to the bottom of the page and click the option to check for new version.
This is just part of our ongoing work on enhancing the AssureGO+ experience. Be on the lookout for more improvements this year.
Coming soon! New Insights+ Experience
Over the coming months, the platform that powers Insights is moving from Windows to Linux.
Evotix will migrate your dashboards and you will be able to run both environments in parallel to limit the impact on your day-to-day work and allow time for you to reassure yourself the underlying data is the same. On confirmation, we will make the final switch and turn off Windows.
What this means for you:
- Evotix will carry out your migration to the new environment for you in the background.
- Once checks are complete, we will notify you to access the new Linux version alongside your current Windows one.
- Bookmarks won’t carry over, so please note any you rely on.
- We will give at least four weeks notice before removing Windows access – we can delay if needed.
- Report any Linux issues through our usual support channels.
We’ll be in touch again soon once your environment is ready to preview. Please reach out if you have any questions.
A Smarter, More Powerful Way to Get the Help You Need
We’re making an exciting change to the way you access support and guidance within Assure.
As part of our commitment to continuously improve your experience, we’ll soon be replacing our current in-app support tool with an upgraded service that offers more value.
The existing bot relies heavily on exact search terms to return relevant content.
Where the new solution takes things a step further—leveraging generative AI to deliver intelligent, step-by-step guidance directly from our knowledge base.
Here’s what to expect:
- More intuitive help – Ask a question naturally, and get tailored answers and suggested actions.
- AI-powered walkthroughs – Get step-by-step help generated from our content, not just a list of articles.
- Smarter search – Find what you need faster, with expanded access to health and safety information.
- Curated content – Relevant videos and articles, right when you need them.
As we transition between services, there may be a short period at the start of August where the in-app bot is temporarily unavailable. You can still access the full knowledge base at any time from the Help menu in Assure.
We’re incredibly excited about what this means for you. It’s not just a switch in tools, it’s the beginning of a smarter, more responsive way of getting help and getting the most value from your system. We can’t wait for you to try it.
Additional Fields for IQ and Person Register Data Extract APIs
We are adding additional fields to the current IQ, Incident Event, Vehicle Incident, Procedural Audits and Training data extraction APIs.
If you use Data Extract APIs, verify your current Data Extraction API setup to ensure it remains unaffected. In the Procedural Audit Data extract, both the new and old scoring systems are currently included, resulting in some duplication. This approach ensures data consistency across all modules.
The old scoring will be removed at a later stage, but we will provide advance notice before that change takes place.
Please review the changes in this knowledge base article. If you use the IQ or PersonRegister Extract API, verify your current Data Extraction API setup to ensure it remains unaffected.
The Data Extraction API is a chargeable service. To activate it, please contact your Customer Success Manager.
May 2025
Automatically Match Contrasting Navigation Colors in Learn
When customising the theme colors of Learn, the navigation bar text will automatically contrast in color with your chosen theme.
This allows for light text to appear on a dark background and vice versa.
Learn is a chargeable service. To activate it, please contact your Customer Success Manager.
Additional Fields for IQ and Person Register Data Extract APIs
We are adding additional fields to the current IQ data extraction API.
Please review the changes in this knowledge base article. If you use the IQ or PersonRegister Extract API, verify your current Data Extraction API setup to ensure it remains unaffected.
The Data Extraction API is a chargeable service. To activate it, please contact your Customer Success Manager.
April 2025
Automatically Filter Person and Asset Registers in AssureGO+ by Org Unit
When using the AssureGO+ app as an authenticated user, forms with a person or asset register will now automatically filter based on the selected Org Unit. Once you choose an Org Unit, you’ll only see people or assets relevant to that selection..
This makes it easier for users to find the right person or asset, improving data accuracy and consistency.
You do not have to do anything to enable this. This update will be automatically available if you use the person and asset register on a form in AssureGO+ and the user is authenticated.
You can learn more about AssureGO+ authentication in this knowledge base.
Clearer Display of IQ Question Caption
Captions can be used to provide additional context or instruction when completing a form.
Until now, Assure and AssureGO+ did not display iQ question captions with the same formatting used when creating the iQ template.
With this release, question captions will display according to the template and include formatting such as line breaks.
This means captions can now clearly display:
- Lists
- Options or multiple choices
- Multiple paragraphs
This ensures the captions appear exactly how you would like them to.
Removal of CSV Export in Module Reports
In this release, the ‘CSV Export’ button will be removed from the ‘Reports’ menu in the submodule list view (e.g. Incidents).
This option previously exported records without honoring the current form configuration. It can result in downloading a file with more information than expected.
You can still create Quick Reports to download the data you need. We recommend using a Data Extract API for exporting large amounts of module record data.
How do I get started?
The Data Extraction API is a chargeable service. To activate it, please contact your Customer Success Manager.
New Data Extract API – GHS SDS and Noise Assessment
The Data Extraction API has been extended, allowing you to export the following modules/submodules:
- GHS-SDS
- Risk – Noise Assessment
You can now export more than 50 different types of datasets with this API, with more being added over time. You can find a complete list and an overview of how it works in this knowledge base article.
The Data Extraction API is a chargeable service. To activate it, please contact your Customer Success Manager.
Additional Fields for IQ Data Extract API
In this release, we are adding an additional fields to the current IQ data extraction API.
Please review the changes in this knowledge base article. If you use the IQ Extract API, verify your current Data Extraction API setup to ensure it remains unaffected.
The Data Extraction API is a chargeable service. To activate it, please contact your Customer Success Manager.
March 2025
Get Hourly Data Updates with Increased Data Extract API Frequency
We have added an option that enables more frequent data refresh for the Data Extraction API.
This addition now updates your data on an hourly basis keeping your data up to date more frequently across all your business systems.
This functionality is a chargeable service. To activate it, please contact your Customer Success Manager.
New Data Extract API – DSE Assessment & User Extract
The Data Extraction API has been extended, allowing you to export the following modules/submodules:
- Risk – DSE Assessment
- User Extract
You can now export more than 50 different types of datasets with this API, with more being added over time. You can find a complete list and an overview on how it works in this knowledge base article.
How do I get started?
The Data Extraction API is a chargeable service. To activate it, please contact your Customer Success Manager.
Additional Fields for Org Unit and Claims Management Data Extract APIs
In this release, there are additional fields to the current data extraction API for Claims management.
Please review the changes in this knowledge base article and if you use the Org Unit or Claims Management API, verify your current Data Extraction API setup to ensure it remains unaffected.
The Data Extraction API is a chargeable service. To activate it, please contact your Customer Success Manager
February 2025
Efficiently Track a Person’s Work History with New “Date of Hire” Field
We are adding a new field, “Date of Hire” to the Person Register.
Now you can track a person’s work history from their start date with better accuracy and streamline compliance reporting.
This field is hidden by default so you choose whether to use the field or not.
You can enable this in your People module settings.
How it works:
- Add the field from the caption settings for the Person Register.
- When ticked on, all records will have the “Date of Hire” field.
- The field can be any date, future or past.
If you have the Person Register API, you can use the API to populate “Date of Hire” information.
Log Back in After Changing Your Learn Password
The password change process has been slightly updated. Going forward, after successfully changing their password in Learn, learners will be logged out and are required to log in again.
How does it work?
When you successfully update your password, a pop-up notification will alert you that you will be logged out of Learn and you must log back in with your new password.
Signing back in after updating your password is best practice for improving data risk and security.
This only affects password updates; users can still login with their current Learn passwords today.
This does not affect passwords or login for Assure or AssureGO+.
Learn is a chargeable service. To activate it, please contact your Customer Success Manager.
Switch to the new Learn UI by March 30
We will be switching all customers with Learn to the new Learn UI by March 30.
The new UI provides a revamped infrastructure for the learner part of the app and overall user experience improvements.
If you haven’t spoken to our team yet, somebody will be in contact soon.
January 2025
Seamless SDS Management: Submit Your Own SDS
Last year we integrated SDS Manager to Assure, providing the ability to create and maintain your own digital Safety Data Sheet (SDS) library.
This integration provides access to millions of SDSs from manufacturers globally, with new datasheets added daily in regular updates.
If you still cannot locate a specific SDS in the database, you now have the option to submit the PDF of the SDS directly to the SDS Manager library.
How it works:
- When you search for an SDS in the library, a new option, “Upload your own SDS” is available.
- Click on the link to submit a PDF of the SDS.
- SDS Manager will immediately review and validate the submitted PDF.
- When validated, you will receive an on-screen message that the SDS has been added into the database and is ready to use.
- If not validated, you will receive a message that it was not successful along with the reasons why.
You can learn more about this feature and SDS management in Assure in this knowledge base.
If you are interested in adding SDS management to your subscription, please reach out to your Customer Success or Customer Development Manager.