The following enhancements were released on 9/8/24:
Feature/Action | Enhancement/Fix |
Audits | When creating/editing audit templates, users now have the ability to clone sections of the audit, and reorder sections. |
Audits | When looking at a submitted audit, if you have filters on, when you download the PDF the system will allow you to choose to download the filtered view or the full audit. |
Audits | Newly downloaded QR codes for audits will not require the setting of an establishment/area. This is asked when the person scans the code. Old QR codes that already have an establishment/area attached will continue to work as they always have. |
Audits | After all questions in an audit section have been answered, a Next and Previous button will be presented to allow for easy navigation between sections. The Jump to Section drop-down menu will still be available as well. |
Audits | When viewing the card for started/assigned audits on the mobile app, the Area Name will be visible so users can better discern between the same audit they may be completing for more than one area. |
Equipment/Audits | Users now have the ability to assign repeating audits or Lockout Tagout Procedures tied to equipment. See this article for how to assign audits (repeating or not) through the equipment page. |
Equipment/Audits | Users can select which audit or Lockout Tagout templates are required for the piece of equipment. This allows a report to be run for all audits or just for required audits. This article shows how to set the required audit templates for a piece of equipment. Coming very soon: the upload template will be updated to allow for bulk updates of the required audits for your equipment. |
Equipment/Audits | Users can run an Equipment Exception Report to see which audits have been performed on equipment so far YTD and easily identify which required audits have not yet been completed. This article shows how to run this report. |
Trainings | We now have the ability to automatically generate Certificates for completed trainings. Once all employees have completed the training, you are given the option to generate and download certificates. This article shows how to download them. |
Employee List/Trainings | The Supervisor has been added as a column on the employee import. If we have a supervisor listed on the employee's profile, it will show in a column on Analytics as well as the Training Exception Report. This will make it easier for Supervisors to filter the training list to see only their team members' information. |
Trainings | Organization administrators can set training expectations by job title. By doing this, when you run a Training Exception Report, you can view which trainings are required for the job title of the employee and easily see which ones have/have not been completed YTD. This article shows how to set the training expectations. |
Trainings | The Training Exception Report has been updated to allow for looking at multiple trainings at one time for any given calendar year. You can also see what trainings are required and not yet taken, if you have set the expectations for job titles at the company level (see above item).
This article shows how to run a training exception report. |