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Custom Fields for Sites

Related products:Organization management
  • October 11, 2024
  • 5 replies
  • 52 views
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dataadminpjs

Sites are one portion of the app that we have not been able to use since its inception. We have always managed sites outside of the app and leveraged the API to prefill inspections based on site information. We use a HTTP button in our Site list to trigger an automation that creates the inspection with the information from the selected row. Once successful, we send an email to the inspector with a link to the inspections so that he can continue that work. Site information is integral to reporting, and manually entering site information in our inspections resulted in many spelling errors which lead to inaccurate reporting. For example, we need to know the following in our inspections:

  • Site ID
  • Site Name
  • Site address
  • Site manager
  • Site management company
  • Site point of contact
  • Previous inspection notes/flagged items to follow-up on
  • Site inspection type (some sites either do not require inspections or are only allowed certain types of inspections depending on the services provided there)

Is there any plan to add additional fields to sites or enable any type of in app prefilling?

5 replies

kael.matthews
SafetyCulture Crew
  • SafetyCulture Crew
  • 5 replies
  • October 11, 2024

Hello, 

 

Im Kael, a product design manager here at SafetyCulture.

 

Yes, we are actively exploring designs for fields on sites right now. We would love to get feedback if you would like to have a quick call to understand your needs better?

 


jonnyg
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  • Speaker
  • 218 replies
  • October 13, 2024

I thought much of the above was available with sites?

The design process for me at the moment works. I would welcome any addition items however. 

 

We tend to build the sites and group that we are looking at grouping in the analytics section that give the outputs and data that we can analyse. 

 

I think there is also the potential for you to expand the title page where you can collate this better in the template. We do this for our system and at the moment it is working. 

 

Again I do agree though with any interface improvements on sites. 


kael.matthews
SafetyCulture Crew
  • SafetyCulture Crew
  • 5 replies
  • October 13, 2024

@jonnyg there is currently no way to capture information on the sites themselves.

However, as you mentioned, you could create an inspection template to capture that data about the site. 


jonnyg
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  • Speaker
  • 218 replies
  • October 13, 2024

The sites that you refer to. 

We only use this as a Project as every site for us is a project. 

I suppose this is only an expansion of the way sites are set up. 

So again if this was the case then maybe it would be a fourth field option after

Region 

Area

Site

 

With additional custom field types similar to one in templates.

 

Then Orgs can create their own that fit them. 

Or you can add the options like you have with the number format to enable field types to pick. 

I think the only issue with this type of expansion relates to the changes that may occur in these fields for the sites meaning ongoing updates.

Anything that offers greater flexibility though will always be a bonus for many clients and partners that use the SC system

 


dataadminpjs
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  • Author
  • Starter
  • 10 replies
  • October 14, 2024
kael.matthews wrote:

Hello, 

 

Im Kael, a product design manager here at SafetyCulture.

 

Yes, we are actively exploring designs for fields on sites right now. We would love to get feedback if you would like to have a quick call to understand your needs better?

 

@kael.matthews  I would happily jump on a call. Let me know what information you need from me to get this set up.


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