Another big month of changes! To many to list in but a simple intro paragraph! You can read about the lot of them below:
(Currently active, updates coming Friday 3rd of March)
The New KPI Module in Donesafe allows team leaders to set KPIs and keep track of those KPIs for Audits, Observations, and Consultations.
To illustrate exactly how it works, you could create a KPI that says:
All workers in MY TEAM whose ROLE is “Worker” in LOCATION “Sydney” must complete TWO AUDITS using the TEMPLATE “WHS checklist” PER QUARTER. The screenshot of the form to administer this is below:
A KPI report would then be created that reports on your team based upon those parameters. This report only needs to be created once and will update as you move through each time frame; in this case; a quarter.
The report produced updates as users complete their reports and shows the KPI as compared to the real completion rate. It also allows team managers to keep track of who has and hasn’t completed their required tasks; once again: completion of certain Audits, Observations, or Consultations.
This module’s functionality in Donesafe will expand over time (in fact, some more upgrades are coming this Friday 3rd of March ‘17). Already though, it allows a great deal more oversight from team leaders for their subordinate’s activities in Donesafe in regards to repeating audit templates. This is particularly useful when dealing with larger teams.
One important caveat:
KPIs are created to view data from the creator’s organizational hierarchy. So if a team leader creates a KPI, it will apply to their direct team, whereas if a company CEO creates one they could potentially view data from their entire company depending on the setup.
It is important to understand that for a team leader to only see their subordinate’s records, they themselves must create the KPI to do this; it cannot be done by somebody else.
There are plans to allow site admins to be able to create these on behalf of specific people or automatically in the future, however, that is some time off. The reason that this approach was taken is that in larger businesses, individual managers have individual requirements and KPIs for their teams. It was because of the granularity needed that a granular delivery method was developed; at least in the short term.
Enabling the KPI module
The KPI module is hidden by default, both at the module and role level.
From a usability standpoint, this new user interface update is perhaps the most significant improvement from an everyday user standpoint. This new update allows admins to include instructions above the workflow button. It also changes the workflow button into a back and forward style interface; shifting the stage names into a dropbox that appears below and displaying the current workflow stage as a title. Finally, it shifts the follow button to the top of the record and adds the location data below.
This change addresses a few issues:
This new update resolves these issues and a handful of others in a simple, clean way and we’re all really excited about it.
For a full description of this update and how to administer it, make sure you check out the release blog here: https://donesafe.com/2017/02/pre-release-update-workflow-ui-update/
This one has been a common request for a while. Previously, actions defaulted to show all actions that were due within the next 7 days; including actions that had already been closed. Many users found this difficult to work with as it often made it unclear what actions needed to still be completed. Furthermore, if an action was missed, it would disappear from the default view often resulting in actions being unfinished.
Now the default action view will show by default: All OPEN or OVERDUE actions due from the beginning of time to seven days time. This makes it considerably easier to go through and quickly close out your actions without any uncertainty around whether they’ve been completed or not. To facilitate this an additional filter was added so that users could filter the state at the parent level.
Adding new contact users is done by clicking on the add new user button next to people selectors as shown below.
This should be done in situations where the user doesn’t already exist in the system; such as a site visitor or a customer for example. Admins can now control who has the ability to add a new contact user during the creation of a new record. This is done in two places:
Donesafe’s permissions system is extremely configurable and powerful; which is great, but it does make it one of the trickiest parts of the platform to configure for more advanced, enterprise-level systems with thousands of users.
To account for this, documentation has been put together to explain the relationships between Role Permissions, Organisational Hierarchy, Locations, and Workflow Restrictions. If you’re interested it’s a great read!
Plain English Documentation: Head to help.donesafe.com for more information and assistance.
System Description of Roles: Head to help.donesafe.com for more information and assistance.
The report builder was already awesome. Now it’s a bit more awesome.
You can now choose a secondary grouping. For example, you might like to see incidents, grouped by quarter AND locations. You can now do this with ease (see below). You can see here we now have incidents by quarter grouped by location. Ta-da!
Furthermore, you can filter out grouping results (on the chart only) by simply clicking on the grouping you’d like to remove. You will see in the above screenshot that I have crossed out the ‘Bondi Office’. This location is then removed from the report chart.
Global Search has received some much needed TLC. There have been some significant changes, which are listed below:
Related to was also upgraded to use the same search code that Global Search uses. This means that relating records is now also; super fast. It also removes any risk of users seeing record names that they shouldn’t be able to. Furthermore, search results will also show up with the module name to which that record relates. This makes it significantly easier to identify the record you wish to relate to.
Finally, we updated the ID numbers for all records to be be shown as unique between modules. This may seem like a minor change, but it makes it significantly easier for the user to now searches for a specific record. Where before an Incident’s ID might have been 0354, it now displays as INC0354. This ID can by typed into the global search bar at the top of the page to return a search result for that specific record making it significantly easier, particularly for administrative staff, to find and reference records easily.
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