Staff & User Management
5.0 brings a redesigned Staff & User experience that puts your most important information front and centre.
Key improvements:
View all completed forms directly from a staff profile with the new Completed Forms tab
Staff Profiles completely re-designed
Manage tasks from within a profile
Easily track expired worker certificates (with new banners/alerts for expired certs)
Bulk actions for staff management and task assignment
Upload profile pictures for team members
New filters and improved search
An All New Check In History which displays a workers hours on site
Access Levels replace User Roles
Job Roles (formerly Positions)
"Positions" is now Job Roles — a smarter, more flexible way to group your team. Like User Groups, Job Roles let you assign tasks, forms, and resources to multiple people at once.
To get started: Team & Users → Job Roles → Migrate Job Roles
Use Bulk Actions to merge, create, and assign Job Roles in a few clicks
User Groups have moved from My Business to Team & Users
Job Roles are the foundation of a full Training Matrix coming to Site App Pro — more on that in the months ahead.
Offline Resources
Mobile users can now download resources for offline access — no cell reception needed. Admins can flag recommended documents, which appear as prompts on the mobile app.
Also new on mobile: filter resources by expired, downloaded, or recommended.
Form Report AI Summaries
Form Reports now has an AI Summary tool. Hit "Generate AI Summary" on any Form Report dataset to surface trends, anomalies, and charted insights. A fast way to get more out of your form data without digging through responses manually.
Single Sign-On (SSO)
SSO is now supported. To enable it for your account, contact [email protected] or use the chat icon in the bottom right.
Task Details in Exported PDFs
Task status is now included in completed form PDFs — so the full picture is preserved when you export.
Quiz Improvements
Two new answer types for Quiz forms:
Signature Capture — collect a written signature inline
Selected Resource — attach a document or link (e.g. reference material for the quiz)
Bug Fixes:
Fixed issue that caused some columns to not be visible in the Completed Forms page on low resolution screens
Fixed issue where not all columns were exported correctly as CSV in the Completed Forms page
Duplicated sites now also duplicate "health and safety" information
Fixed issue where sometimes Hazards and Risks would not get sorted into categories
Fixed an issue that would cause hazards to be duplicated on mobile app
Fixed issue where org-level users could replace/remove group-level hazards and risks when they didn't have the permission to do so
Improved interactivity with Site map in the SAP dashboard
Fixed issue with Organisation's custom site label in the Site Bulk Upload screen not becoming a plural word correctly
Fixed issue with Form Reports export not escaping quotes correctly, causing broken CSVs
Fixed issue with AI Form Builder not dealing with collapsible panels correctly
Fixed issue with AI Form Builder trying to add "correct answers" to questions in forms that are not a Quiz
Fixed an issue where sometimes navigation elements would get obstructed by System-level UI on Android and iOS
Fixed an issue that prevented users from picking a date very far in the future when answering Maintenance Value questions on the mobile app
Fixed forms caching not clearing correctly when the onboarding wizard was re-run
Fixed issue that caused Visitors to be attributed to the "New Staff" statistic in the organisation dashboard. They will now only count towards this if they are promoted to another Access Level (e.g. Field Worker or Contractor)
Fixed issue that caused all emails listed in a Form to be cleared if one recipient unsubscribed from emails
Fixed an issue that would cause schedules to not update correctly when observing an equipment custom field
Fixed issue where escalations configured to be sent to multiple phone numbers simultaneously were failing to send
Fixed issue where Workflows would get ghost-duplicates of forms when viewing on mobile
Fixed an issue where users weren't receiving push notifications for workflows and approvals
Fixed an issue where workflows and approvals weren't always appearing on users' To Do list