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Enhance Heads Up Features to Support Digital Signatures, Policy Management, and Group Assignment

Related products:Heads Up
  • September 10, 2024
  • 3 replies
  • 98 views

swhite

Heads up is great for getting messages sent out to people and for an acknowledgment that they have understood it. It has a lot of features in place for what I would call a policy system, such as being able to attach PDF and receive information that people have acknowledged the it and send remembers to people who have not acknowledged it.

It would be good if there was a box which allowed you to toggle the heads up to a policy which would;

  1. Ask the user to digital sign instead of just saying acknowledged
  2. Manage documents within heads-up relating to policy’s - for instance a fire safety policy gets reviewed yearly the ability for heads up to alert the creator/manger of the policy that the policy is up for renewal and to upload a new document to send to staff
  3. Being able to assign policy’s to groups which when a new members get added to the group they automatically get the policy’s - For many policy’s they relate to specific things such as a mini bus policy only affects the people who drive mini buses, making sure new mini bus staff sign the policy easily
  4. Continuous heads up would be the best way of running 2 & 3 which once a heads up has been signed/acknowledged they user does not need to see again until it is updated such as when policy changes which then means all the user needs to resign the policy. Or when a new user is added to a group a policy is assigned, this would mean they receive the policy without someone having to digital through files or the organisation intranet to find it.

3 replies

Shaunwc
SafetyCulture Crew
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  • SafetyCulture Crew
  • 28 replies
  • September 11, 2024

Hi, @swhite,

Great to meet you and thanks for sending over this feedback. 

There’s some really interesting stuff that you’ve mentioned here like signatures, scheduling & reminders for Heads UP. Some definite food for thought there! 
 

We are also starting to look at document management and how that fits into SafetyCulture alongside features like Heads Up. I think some of what you mentioned above might overlap with what that team is working on but, to be sure, would you mind if we set up a call to learn more? I’ll also invite along my colleague who’s heading up all things Documents so you’ve got the right people on the call. 

Thanks,

Shaun. 


swhite
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  • Author
  • Speaker
  • 12 replies
  • September 16, 2024

Hi @Shaunwc 

 

I would be happy to have a chat about document management.

I don’t know if you are also looking into asset document management? - That would certainly be a more complex challenge.

 

Thanks

SW


Shaunwc
SafetyCulture Crew
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  • SafetyCulture Crew
  • 28 replies
  • September 16, 2024

Hi, @swhite,


Yep, let’s jump on a call to talk about the above in more detail. 

Here’s a link to my calendar, I’ll invite along Andrew who’s tackling the documents side, too.
 

Looking forward to chatting further.


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