Release Notes Feb 2025

In this Release

• Resource Playlists
• Resource Folders - Answer Type
• Incident Management - US Customers Only
• Date Formats
• Using Miles vs Kilometres
• New Version Reminder
• Other Improvements & Bug Fixes

Resources Playlist

The Resource Playlist feature allows you to easily automate the display of resources within forms, such as toolbox talks. Each time a form is scheduled, a new resource from the playlist will appear, making it simple to plan weeks while remaining flexible enough to add new priorities as they arise.

• New ‘Playlists’ tab under the Resources screen
  • Playlists help organise resources for easier distribution to sites and teams
  • A single resource can be in multiple playlists, and if a resource is updated, all playlists containing it are updated as well
• Assign Playlists in Forms
  • Using the “Selected Resource” question type in the form builder, you can now select a playlist instead of a single resource
  • Playlists play in order—each time a user plays a playlist item, the next item in the sequence is presented
  • Users can also pick any item in the playlist from the new Resource → Playlists screen in the mobile app
• Recording Playlist Plays
  • Each time a user plays a playlist item, this is recorded against their user profile and visible under the “Training” tab in the user details screen on the web
• Assign Playlists to Sites or Users
  • Playlists can be assigned to sites, site categories, users, or user groups
  • When assigned to sites or site categories, playlists are only available on mobile if the user’s current site matches the assigned site(s)
  • When assigned to users or user groups, only those users can see the playlists in the mobile app

Resource Folder

Assigning to Form - When using the “Selected Resource” question type in the form builder, you now have the option to select a folder instead of just a single resource or playlist. Once a folder is selected, mobile users will be prompted to choose a resource from that folder or its subfolders. Please note that resources from other folders will not be accepted.

Incident Management

Our solution streamlines the process of capturing, tracking, and reporting workplace injuries and illnesses. It simplifies the workflow, ensuring that incidents are logged efficiently and accurately, promoting a safer work environment and compliance with regulatory requirements. 

• New side menu item: ‘Incidents’
  • Create, manage, and report on incidents that happen in an organisation
  • OSHA-specific features for OSHA customers, including 300A reporting
• New Incident and Near Miss Reporting Master Forms
  • The “Report an Incident” button in the mobile app now utilizes the new Incident Reporting form. 
  • When you save one of these forms as Final, a new Incident will be created in the Incidents screen on the web. 
  Please Note: The completed form will remain reportable and accessible, just like all other completed forms.

Date Format

To make things clearer for customers in different regions, we’re updating our date formats to get rid of confusing number-only month displays. From now on, you’ll see months shown in a short way (like Jan) or a full name (like January). We’re in the middle of this transition, and this release has lots of updates, with more changes coming based on what users think.

Using Miles vs Kilometers

The mobile app will now default to the organization’s miles/kilometres setting for new mobile users. However, users have the option to manually override this preference in their mobile settings if they wish.

New Version Reminder

• A new prompt in the web client will notify users when a new version of the web is available
• This helps prevent issues where user misses out on new features or bug fixes because their browser page has been open for days without a refresh

Other Improvements & Bug Fixes

• Added a warning message if a user tries to save a mobile form with an unanswered repeated section
• When exporting Completed Forms as CSV, we now remove the day of the week from the date column to improve data usability
• Increased the URL length limit for weblink-type resources to 2000 characters
• When creating a repeatable section in the Form Builder, users can now specify a custom button label for adding new sections in the mobile app
• The “Single Select from Staff” question type now includes an option allowing users to enter names not in the staff list
• Fixed a rare issue where Multi-Select from Staff questions became corrupted when unanswered, preventing mobile users from opening saved forms
• Fixed a bug where Equipment Maintenance reminders would not always show up correctly on mobile when based on time
• Fixed a bug where scheduled forms were not assigned to the correct date when completed around midnight
• Fixed an issue that sometimes caused form attachments to duplicate when a form was completed offline
• Fixed an issue where site addresses were incorrectly capped at 200 characters instead of 500
• Fixed an issue preventing completed forms from opening if they contained a blue note with special characters
• Fixed an issue that caused resources not to load correctly when User Groups or Site Categories contained special characters
• Fixed a bug causing forms with hundreds of images to timeout when users tried to print them
• Fixed an issue preventing users from backdating a scheduled form on mobile
• Fixed an issue where attachments added to time-only questions overlapped the time picker on mobile
• Fixed an issue where completing a scheduled form from the Ad-Hoc page did not always reflect correctly in the Home/Diary screens on mobile
• Fixed an issue preventing users from printing a form as PDF if it contained a link to another form that was later deleted
• Fixed an issue where supplier-type users could not view some completed forms when linking forms together
• Fixed a rare issue where some requests failed due to invalid characters
• Fixed a bug where old form names still appeared when viewing group forms from Super
• Fixed styling and copy in the bulk archive sites pop up