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Integrate Users as Answer Types in Inspections and Issues in SafetyCulture

Related products:Inspections

gary.thistlethwaite

Allow Users to Be Selected as Answer Types in Inspections and Issues

As a user of SafetyCulture software,
I want to be able to select users from the system as answer types during inspections and issues,
so that it reduces manual data entry and ensures data continuity and accuracy during analysis.

Description:

In the current SafetyCulture system, users must manually type names and details when conducting inspections or logging issues. This can lead to errors and inconsistencies in data. By allowing users to be selected from a predefined list of system users, we can streamline the process, reduce errors, and ensure consistency in data for better analysis and reporting.

Acceptance Criteria:

  1. User Selection Dropdown: Provide a dropdown menu or search box to select users from the existing list of system users during inspections and issue logging.

    • Example: When assigning responsibility for a safety inspection item or logging an issue, users should be able to select from a list of system users instead of typing names manually.
  2. Data Integrity: Ensure the selected user data is stored accurately and can be easily referenced in reports and analyses.

    • The selected user should be linked to their user profile in the system.
  3. Autocomplete Feature: Implement an autocomplete feature in the user selection field to quickly find and select users by typing part of their name.

    • As the user types, suggestions should appear that match the input.
  4. Consistency: Ensure that all areas of the software where user names or details are required allow for selection from the user list.

    • This includes all relevant fields in inspections, issue logging, and other applicable modules.
  5. Reporting: Ensure that reports and data exports include the correct and consistent user information.

    • Reports should reference the user’s name and other relevant details as stored in the system.
  6. Permissions: Respect user permissions and roles within the system when displaying the list of users.

    • Users should only see and select from users they have permission to view or interact with.
  7. Usability: The user interface should be intuitive and require minimal training for users to understand how to select users from the list.

Priority: High

 

Mockup/Example:

  1. Responsible Person: [User Dropdown]

  2. User Dropdown:

    • Start typing the user's name: [Input Field]
    • Suggestions: [Autocomplete List of Users]

By implementing this functionality, users will benefit from a more efficient and error-free process when conducting inspections and logging issues, leading to better data integrity and more reliable analytics within the SafetyCulture software.

2 replies

Corey
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  • Speaker
  • 260 replies
  • July 12, 2024

We use global response sets to pick names, such as auditors, visitors, person injured, eyewitnesses, etc.  These lists are managed using the API so they are updated from our employee system multiple times a day.  We have several lists for each location that anyone can add to their templates, such as Site Managers, Site Warehouse Team, Site Maintenance Team, Site Production, etc.

There are situations when selecting a user could be more beneficial than selecting a string value of their name.  I’d have to put thought into that for our use cases.


jonnyg
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  • Speaker
  • 218 replies
  • July 14, 2024

@gary.thistlethwaite 

 

Same as Corey
We have Global Response sets 
These are available via excel upload or manually added and work very well

 

 


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