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Credential Management Made Easy with CSV Exports

In this release, you can now:Easily export any credentials you need, making it simple to share and keep credentials up to dateWhat you’ll love about this new functionalityYou can now export up to 50K credentials in one CSV file. This feature addresses the top feedback we received from you: the need for a comprehensive and efficient method to manage and distribute credential information. Benefits: Export all credentials across your organization from the Credentials page. This download respects the deactivated users filter. On any of the filtered credentials pages, you can download only the returned results, ensuring you get exactly what you need. Subcontractors can easily provide proof of compliance for their workforce to General Contractors & Clients, using SafetyCulture as their source of truth for qualifications. Keep your credentials organized and up-to-date effortlessly, ensuring your team always has the latest information. How to get started with the new releaseHead over to the Credentials page in your SafetyCulture app and start exporting your credentials today! Make sure you have the necessary permissions to access and download this information. To learn more about how to set up Credentials, visit our Help Center.  For any additional support, contact our Support Team or your dedicated Customer Success Manager, and they’ll be happy to assist.

Related products:Organization management
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New permission: Training Manager

Empower managers with the tools and visibility they need to close knowledge gaps, encourage course completions, proactively address issues, and uplift performance.With this new permission, you can appoint users as managers for specific groups or sites, enabling them to conduct Practical Assessments, run Group Training, and view analytics tailored to their teams. All from a lite seat. What’s new? Assign Training Managers to groups or sites equipping leaders with the tools and visibility to oversee Training for their team. View team reports: Managers can view reports for their assigned team/s including the Performance Dashboard, CCBU, and Rapid Refresh reports. Conduct in-person training: Managers can facilitate Practical Assessments & Group Training for their team/s.  Why you and your managers will love this new update: Managers can view detailed training reports, enabling them to spot and resolve potential issues before they escalate. Managers can easily identify and address areas where team members need further training, ensuring everyone is up to speed and performing at their best. Site and store managers can quickly and easily verify employees have completed the necessary training before their shifts. Trainers and people leaders now have the tools to present on-the-job training and track attendance for toolbox talks, site inductions, orientations or onboarding sessions, safety briefings, and more. Managers can use Practical Assessments to observe and approve technical work, confirm correct process execution, and evaluate staff performance on the job at different stages of their employment.  How to Use It:Learn how to set up users as Training managers here. 

Related products:Training
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Simplify record-keeping with credential editing and detailed activity tracking

In this release, you can now:Edit credential versions directly to update issue dates, expiration dates, and media files (images or PDF files). Track any changes to a credential via the ‘Activity’ tab.What you’ll love about this new functionalityMaintaining accurate and up-to-date credentials for your team is crucial for ensuring workforce readiness. Errors in documentation or outdated credentials can lead to regulatory issues and hinder your team's operational efficiency. To address these challenges, we've enhanced the Credentials feature on SafetyCulture, enabling you to store and manage all your team’s credentials in one place and edit them as needed.Key benefits: Edit key credential details: Mistakes happen, and requirements change. Now, you can edit the issue and expiration dates and update media files for any credential version. This means corrections and updates no longer require you to start from scratch, saving time and effort. Credential activity tracking: Access a comprehensive log of all changes made to each credential version. With a clear and auditable trail of modifications, you can maintain a detailed record for compliance purposes.How to get started with the new releaseTo learn how to edit credentials in SafetyCulture, read our support article here.For any additional support, contact our Support Team or your dedicated Customer Success Manager, and they’ll be happy to assist.

Related products:Organization managementUser management
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Ensure your team’s credentials are always up-to-date with automated renewal reminders

In this release, you can now:Set up automated reminders for credential renewals, empowering team members to keep their qualifications up-to-date with ease.What you’ll love about this new functionalityNavigating the complexities of credential management presents a unique set of challenges. From ensuring regulatory compliance to maintaining operational readiness, the stakes are high. The administrative burden of tracking and managing expiring licenses, certifications, and qualifications can be overwhelming, often detracting from strategic focus and innovation.That’s why we're excited to introduce a new feature that will transform credential management from a reactive task into a proactive, streamlined process. Team members will now receive an email notification 90 days, 30 days, and on the expiration date before their credentials expire.Key benefits:Accountable and empowered teams: Automated reminders nudge team members to take charge of their own credential renewals, fostering more proactive engagement. Reduced administrative workload: Say goodbye to manual tracking and follow-ups. This update lightens your administrative load, freeing up time for more strategic tasks. Continuous compliance: Stay ahead of expirations with timely reminders, ensuring uninterrupted compliance and operational readiness.How to get started with the new releaseTo learn more about our new Credentials feature, read our support article here. Alternatively, if you’d like to receive reminders for renewing your credentials, learn how to customize your account notifications here.For any additional support, reach out to our Support Team or your dedicated Customer Success Manager, and they’ll be happy to assist.

Related products:Organization managementUser management
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Get more control over asset visibility across your team

 In this release, you can now:Set more granular access controls for your assets What you’ll love about this new functionalitySince launching Assets last year, we’ve been amazed to see it being one of the fastest adopted new products in the SafetyCulture platform! But our work as always continues to make Assets an even more impactful tool to connect to your operations - now even more suited for larger organizations. That’s why we’ve released a new, more granular access permission for Assets. Built to empower these key roles with the necessary tools and information, while also maintaining a streamlined and secure asset management across your organization. Now, only users with the ‘Access’ assets permissions will be able to see the list of assets and then be able to dig into the assets profile. By default, the ‘Access’ permission will be turned on. However, it is important to note that even without the ‘Access’ permission, your team members can still select assets in the asset picker when working on inspections or actions.Asset access permission is perfect for anyone who needs detailed insights and control over asset management, such as those that oversee asset usage, maintenance, and performance monitoring.  How to get started with the new releaseTo learn more about how to manage your team’s permission sets, visit our Help Center.

Related products:Assets
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Tap & go with NFCs for Assets

In this release, you can now:Use NFC tags to more easily connect to your assets, surfacing asset information when you and your team are on the move. What you’ll love about this new functionalityIntroducing an easier than ever, more durable way for you to surface asset information on your mobile device. Using Near Field Communication (NFC) readers, a cutting-edge wireless technology that allows short-range communication between an NFC tag and your smartphone or tablet. Because it contains small chips that store links to open your asset's data, you can access important asset information quickly and hassle-free.The benefits of using NFCs are: Fuss-free set up: Setting up NFCs is a breeze. Just attach an NFC tag to your asset, and you're all set to integrate it seamlessly with the SafetyCulture app. No extra hardware required: NFC tags are designed for convenience. Their ease of setup means you don't need any additional devices. Cost-effective: NFCs are not only readily available but also budget-friendly, making them an economical choice for your business. Efficient: With just a tap of your smartphone on the NFC tag, you can instantly access asset history, conduct inspections, and take actions in a matter of seconds.NFCs are recommended for environments where that require a more durable solution than QR codes, in conditions where your assets face exposure to the elements such as in facilities management, fleet, plant and construction equipment. They are also simply just much much quicker to get set up than QR codes. Note: Only those with assets management permissions can edit the asset profile after scanning an NFC tag. Those without the asset management permission will only be able to view asset details. What will you use NFCs for? Tell us in the comments! How to get started with the new releaseFirst, you'll need to purchase NFC tags, which are very inexpensive. We have been using NTAG 213 and 216 tags which you can purchase through Amazon, but will soon be available in the SafetyCulture Marketplace. There are a few types of NFC tags. Stickers and keyring tags to more robust discs (recommended)  can be screwed into walls or fixed on equipment, they are available in a variety of shapes, sizes and materials. Larger discs are recommended over stickers as they have a stronger field and are more durable.To learn more about how to set up NFCs with Assets, visit our Help Center.See below for examples of NFC tags that you can purchase.  

Related products:Assets
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Stay organized and compliant with Credentials in SafetyCulture

In this release, you can now:Track and manage team credentials, licenses, and qualifications effortlessly. What you’ll love about this new functionalityYou've got to work hard to properly manage qualifications. It takes time, money, and effort to sift through piles of paper or navigate spreadsheets when you’re manually checking credentials throughout the day across your team. It introduces errors and puts compliance at risk if qualifications don't match industry standards. Maintaining compliance is crucial, which is why we’re excited to introduce Credentials, now available in SafetyCulture. With Credentials, you can: Access a comprehensive log of everyone's credentials in one convenient location. This not only simplifies record-keeping but also streamlines auditing and helps you stay organized effortlessly. Track expiration dates, empowering you to proactively ensure your team's ongoing compliance. No longer will you have to worry about outdated certifications slipping through the cracks.Credentials in SafetyCulture is an easy way to streamline the management of your teams’:Heavy machinery licenses Hazardous materials certifications Healthcare qualifications like nursing and CPR Manufacturing certifications Driver's licenses Training qualifications How to get started with the new releaseCredentials are now available for all plans. To learn how to add credentials via the SafetyCulture web and mobile app, read our support article here. We’re currently building a way for your contractors to verify credentials on-site and share them across multiple organizations. To learn more about how it will work to help drive improvement in your business, watch this SafetyCulture Next video. 

Related products:Organization managementUser management
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Say hello to Training in the SafetyCulture platform!

Introducing:A smarter way to onboard, instruct, and upskill your teams with Training, now in the SafetyCulture platform! What you’ll love about this new functionalityHaving the knowledge and skills to be great at work is at the heart of every successful team, but distributing training, tracking progress, and keeping the team engaged can be challenging.That’s why we’re excited to announce our latest feature Training, right inside of SafetyCulture. Just as you digitize your inspections, now you can digitize your courseware with ease. Whether you need to share information that’s easily accessible or check your staff are performing a task correctly, SafetyCulture has you covered.Ready to begin? You’ve got a few options to start. Choose from 1,000+ ready-made industry-specific courses or use AI to generate a course in minutes - not days or weeks. What you’ll love:Meet your staff where they are: Inform staff of new procedures, policies and/or new equipment instantly on the app they already use daily. Streamline onboarding: Reduce repetitive instruction and manual tasks, making the onboarding process more efficient. Gain real-time tracking and visibility: Monitor your team’s progress and performance, whether they working in-person or remotely, on-site or in the office. Pinpoint areas for improvement: Ensure tasks are performed correctly - you can even create new courses off the back of flagged inspections! SafetyCulture Training is a great way to:Give your workers a clear understanding of their roles, responsibilities and procedures. Simplify and automate employee onboarding to get new hires up to speed faster. Educate your team about potential hazards and risks as part of your health, safety, and environment (HSE) training. Track site inductions, competency and/or compliance assessments. Provide remote driver training for unusual driving conditions. Convert paper equipment manuals into digital lessons so your staff can access them from anywhere at anytime. How to get started with the new releaseTo learn more about the Training feature in SafetyCulture, read our support article here. To explore how Training can improve the way you work, contact your Customer Success Manager or schedule a demo today.

Related products:Training
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Easily switch between the different organizations you're part of using the same login credentials

In this release, you can now:Maximize efficiency and enhance visibility across your organizations.     What you’ll love about this new functionalityFor many users, dividing usage across several organizations is necessary to manage their expansive teams and contractors effectively. Still, the complexity of handling multiple logins with various email addresses can lead to frustration and operational inefficiencies. To streamline this process, we’ve introduced an improved way to navigate more freely in SafetyCulture. Say goodbye to juggling different login credentials. You can now join multiple organizations with the same email address and password. And the best part? There’s no need to sign out of one SafetyCulture instance to use another. With just a few clicks, you can easily toggle between organizations, depending on your work for the day. Key benefits:Spot trends and unlock insights: Gain a holistic view of your operations by spotting trends and unlocking insights across organizations, enabling smarter decision-making. Drive best practices: Drive excellence by promoting best practices among your various organizations, encouraging a culture of continuous improvement. Promote standardization: Get visibility over cross-organizational processes and procedures to drive standardization and consistency. How to get started with the new releaseTo learn how to switch between organizations via the SafetyCulture web and mobile app, read our support article here.Alternatively, if you need additional help, contact our Support Team or your dedicated Customer Success Manager, and they’ll gladly assist.Please note: This feature is currently in Early Access.

Related products:Organization management
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Improve visibility and task efficiency with the all-new calendar and board view for actions!

In this release, you can now:Plan, track, and monitor task completion in a calendar or board view.  What you’ll love about this new functionalitySafetyCulture's Actions feature is a transformative tool for task management, empowering leaders and frontline workers to identify, track, and complete work seamlessly as a team. However, for many large organizations, the challenge lies in understanding what tasks have been completed, what's currently in progress, and what's upcoming. The absence of a clear and centralized view can lead to inefficiencies, missed deadlines, and costly compliance concerns. Say goodbye to the days of task management headaches as we introduce two new ways to visualize and manage your workflow: the Actions calendar and board view. These game-changing enhancements offer greater visibility and planning capabilities, ensuring you have the tools to stay organized and in control of your daily operations.Here's what these updates have to offer:Calendar This feature introduces the ability to view and filter all completed and upcoming actions in a calendar format, giving you a clear overview of what needs attention. Whether you prefer a week-to-week or month-to-month perspective, the choice is yours. Board Our latest update introduces the board view, providing a dynamic way to manage your actions. Take control and streamline your workflow by simply dragging and dropping tasks across different statuses. Key benefits:Enhance visibility: Quickly identify what tasks are at risk of not being completed, what's in progress, and what's already completed. Plan work effectively: Allocate resources where they're needed most. View what work needs to be done days, weeks, or months in advance.  Simplify compliance: Ensure critical tasks are never overlooked. Schedule and monitor recurring actions with precision. How to get started with the new releaseChoose how you want to view and manage your actions by following our support article here.Alternatively, if you need additional help, reach out to our Support Team or your dedicated Customer Success Manager, and they’ll be happy to assist.

Related products:Actions
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Enhance your reporting processes with unlimited issue categories

In this release, you can now:Create unlimited issue categories to manage and tailor reporting processes efficiently.  What you’ll love about this new functionalityYour business is unique, and so are the scenarios and challenges you face as you continue to grow and evolve. Whether you focus on safety, quality, or operational efficiency, accurate issue reporting and organization are paramount. Previously, we had a limit of only 10 issue categories to organize and sort issues reported by your team. This limitation meant you had to choose the most critical issue types, potentially leaving important aspects unaccounted for.At SafetyCulture, we recognize the importance of having the flexibility to tailor your processes to meet your organization's unique needs. With this latest update, we're removing this restriction entirely. Key benefits include:Tailored precision: Create issue categories that align with your business processes and empower frontline teams to capture and report what matters.   Streamlined workflows: Better organization means smoother workflows. Your teams can report and track issues precisely, instantly notifying the right people. Enhanced insights: Gain deeper insights into your operations by categorizing issues more comprehensively, allowing for more robust data analysis. How to get started with the new releaseTo learn how to organize and sort issues reported by your team, read our support article here. Alternatively, if you need additional help, reach out to our Support Team or your dedicated Customer Success Manager, and they’ll be happy to assist. 

Related products:Issues
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Critical Alerts for issues: Safeguard your team and your business

In this release, you can now:Set up notifications for each issue category to inform individuals of severe incidents, even if their mobile device is muted or has ‘Do Not Disturb’ mode enabled. What you’ll love about this new functionalityExcellence is more than a priority; it's a core value for your organization. Whether your focus is on safety, quality, or operational efficiency, efficient communication and issue reporting are essential for success. Previously, reliance on mobile device settings meant that important issue alerts could be missed when devices were muted or in ‘Do Not Disturb’ mode. This gap in communication could lead to delays in responding to severe safety incidents, potential compliance concerns, and operational downtime – resulting in costly consequences for both your team and your business. With this latest update, SafetyCulture's Issues feature empowers you to bridge this gap effectively. Now, you can enable notifications for important issues and have confidence knowing they’ll reach the right people, right away. With Critical Alerts, you can:Enhance operational awareness: Ensure that frontline teams stay informed about critical incidents in real-time, irrespective of device settings. Ensure rapid response: By bypassing device settings, your team can respond swiftly to critical events, potentially minimizing their impact and reducing downtime. Get compliance assurance: Stay on top of incident reporting and response time compliance, knowing that crucial alerts will always cut through. Notify the right people: Tailor notifications for each issue category, directing them to the right individuals or groups for a more efficient response. How to get started with the new releaseTo learn how to enable or disable Critical Alerts for issues, read our support article here. Alternatively, if you need additional help, reach out to our Support Team or your dedicated Customer Success Manager, and they’ll be happy to assist.

Related products:Issues
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Improve fleet and equipment management with GeoTab & Caterpillar (CAT) integrations

In this release, you can now: Seamlessly connect GeoTab and Caterpillar (CAT) with SafetyCulture Assets to effortlessly create and update vehicle or asset details in one centralised location.  What you’ll love about this new functionalityWe're excited to partner with GeoTab, a global fleet management and IoT vehicle tracking solution, and Caterpillar (CAT), a world-leading manufacturer of construction and mining equipment. By using either of these tools, you can make the use of SafetyCulture Assets even easier and seamless. Here's what each of these integrations offer:GeoTab Integration:As a GeoTab customer, you can automatically create GeoTab vehicles as assets in SafetyCulture, streamlining fleet management, enhancing safety measures, and improving overall efficiency. Optimise fleet performance, boost driver safety, and increase operational effectiveness. Caterpillar (CAT) Integration:As a Caterpillar (CAT) customer, you can automatically create Caterpillar equipment as assets in SafetyCulture for effortless monitoring and optimisation. Gain insights into usage, proactively schedule maintenance, and ensure safety compliance. Maximise uptime, improve maintenance efficiency, and boost operational productivity. How to get started with the new releaseInterested in learning how to connect GeoTab and Caterpillar (CAT) with SafetyCulture? Learn more about the Caterpillar (CAT) integration here and the GeoTab integration here. Looking to connect your assets with another fleet management tool like Samara? Read about our Samsara integration here. For any additional help, reach out to our Support Team or your dedicated Customer Success Manager, and they’ll be happy to assist.