Skip to main content
Under consideration

Require "Site" in actions + bulk assign actions to sites

Related products:Actions
  • PSEC
    PSEC
  • Jane-2192
    Jane-2192
  • cara.beraldo
    cara.beraldo
  • janehs
  • Elodie Quintin
    Elodie Quintin

Corey

Standalone action visibility is set to “Site” for us so everyone at a site can see all actions associated with their site. The problem is that Site is frequently not added to Actions. It would be nice if there were some changes to facilitate this:

  1. A setting to require Site (perhaps by action label)
  2. A setting to allow one to bypass that setting for personal actions that they don’t want/need others to see (or perhaps tied to an action label)
  3. In the blue bar that appears at the bottom when you multi-select more than one action on the listing, an “Assign Site” button so we can attach the same site to many Actions at once.

Currently, I have to open each Action one by one and add the Site, go back to the list, and open the next.  It’s very tedious.

9 replies

jonnyg
Forum|alt.badge.img+3
  • Speaker
  • 218 replies
  • January 2, 2024

I thought this was available.

When an action is created and site chosen then in analytics the site action should grouped and collated.

I also thought that creating custom analytic views would assist in this when looking at actions in analytics to see what actions each site has.

Maybe wrong…

 


James Bell
SafetyCulture Crew
Forum|alt.badge.img+3
  • SafetyCulture Crew
  • 39 replies
  • January 8, 2024

Thank you for the post and great suggestions @Corey

We’re always looking to provide a more scalable and flexible solution so we will take these point under serious consideration. 

Our next step is hopefully providing our customers with the ability to add custom fields and different types of action in SafetyCulture. After this, a little further afield, we would love to include the ability to configure optional/mandatory fields.


Corey
Forum|alt.badge.img+6
  • Author
  • Speaker
  • 263 replies
  • January 9, 2024

That would be great.  It’s pretty annoying that people forget to add Site, therefore, many Actions are only visible to the creator and the person assigned to it, rather than everyone at the site.  Worse that when I catch these, I have to open the actions one by one and add the site, as the bulk selection bar does not have “assign site” as an option.  As I mentioned, it would be important that “personal” action was an option.  Although I may require Site for everyone, there are use cases where you would not want that if you create actions for things only you are doing yourself and don’t need others (besides Admins) to see.


Bianca.Taylor
Forum|alt.badge.img
  • Former SafetyCulture Crew
  • 553 replies
  • July 4, 2024
NewOpen

Bianca.Taylor
Forum|alt.badge.img
  • Former SafetyCulture Crew
  • 553 replies
  • August 21, 2024

Hey everyone! Just an update on this one. We are actively considering making any of the fields “required” however this is still very much in its early stages. When more information comes, we will be sure to share it with the Community. Thanks for your understanding! 


Bianca.Taylor
Forum|alt.badge.img
  • Former SafetyCulture Crew
  • 553 replies
  • August 21, 2024
OpenUnder consideration

Corey
Forum|alt.badge.img+6
  • Author
  • Speaker
  • 263 replies
  • August 21, 2024
Bianca.Taylor wrote:

Hey everyone! Just an update on this one. We are actively considering making any of the fields “required” however this is still very much in its early stages. When more information comes, we will be sure to share it with the Community. Thanks for your understanding! 

Will Action settings be global like they are now or per Action Type?  By Action Type would give a lot more flexibility.


Bianca.Taylor
Forum|alt.badge.img
  • Former SafetyCulture Crew
  • 553 replies
  • September 1, 2024

Thanks for your patience with me @Corey ! I’ve spoken with the team who confirmed that we do hope to set it it per type, which will most definitely offer greater flexibility. More details to come in the future! 


jonnyg
Forum|alt.badge.img+3
  • Speaker
  • 218 replies
  • September 3, 2024

I agree with the query about the action type for both inspection actions and standalone.

For me the biggest driver for KPIs however are the custom labels that companies can build into their systems with regards to the actions as this will be the driver for the hazard / threat to the business from something that has been highlighted that needs some work or improvement.

The action Labels.
These again could be explained by where the labels could be for example

Low Med High.

This is in relation to how they can affect the org, individual or others etc as part of Health, Safety, Quality and globally how the Org works procedurally.

Having Label that can scored or weighted to the risk to the Org offers a more flexible approach in that it should then set a process in motion based again the potential risk - if the action is not fully reviewed and closed.

Even further down the road - if the action does have a weighted or high risk to the business then this should then expand for the business to show what they did to fully close the action and prevent ant repeats as this is then turning a reactive lagging situation into and leading one.

Do like where the thought process is going though.


Reply


Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings