In this Release
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
Feature Alert: This feature is only available to customers in the United States of America
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