Replies posted by Corey

151 Replies

G
garybonnettStarter

Easily identify inspection limit usage for free seat users at scaleNot planned

It wasn’t a priority on my radar, but I can definitely see this as being helpful. Perhaps it’s a column that can be toggled on/off on the Users page.

4
jackihann
SafetyCulture Crew
1 year ago
Corey
Helper
CoreyHelper

Support triggering logic fields from previous questions in inspectionsNew

Just to bump this idea.. I run into this scenario every week with one of our sites or a corporate template where logic tied to previous questions would be such a huge game changer.  It would allow templates to be significantly more flexible and streamlined.

19
Sam
1 day ago
Corey
Helper
CoreyHelper

Group Member Visibility to EveryoneNew

Rather than coupling “group” visibility with the “user visibility” setting on the Sites page, perhaps a “group visibility” setting could be added. Users can see all groups in the organization ← for dropdowns with group assignment Users only see groups they’re in ← for dropdowns with group assignment Users can see all groups in the organization and the group members ← for dropdowns with group assignment AND group management page to see members Users only see groups they’re in and the group members ← for dropdowns with group assignment AND group management page to see membersThe second option is basically what happens with the User Visibility setting of “Users only see members of their sites and select groups they're in.” The first option expands that to let them see all groups (regardless if the User Visibility setting is restricted since we’re talking about the group names only).  The bottom two options mirror those, with the added capability to access the “Groups” page to see the memb

7
Corey
Helper
5 months ago
Corey
Helper
CoreyHelper

Filter/sort by Site in Group managementNot planned

I’m not quite sure what you are describing with “intersection” filter on the User list or previewing users while choosing “intersection” rules.  I see on the “Users” page there is a filter for Groups and for Sites.  Honestly, I don’t recall both of those filters being there.  Technically, I can get what I need by working both filters.  If I need to see each site’s members of a specific group, I would just have to go through and update the filter to switch sites.  If I need to look at another group, I’d have to then update the group filter, then go through the sites filter again. While it may be a bit of work than just seeing it laid out on the groups page, it does get me what I’d need.

4
jackihann
SafetyCulture Crew
1 year ago
Tania Bayat
SafetyCulture Crew
Tania BayatSafetyCulture Crew

More options when downloading your inspection reportsNews

This has been great!  We have a few sites who are regularly using this now.  I suggested a couple adjustments to look into for this feature to address problems with regular use of this data for charts, Power BI, and pivot tables:  Extracting tabular data from inspections | Community (safetyculture.com)

4501
Corey
Helper
1 year ago
Corey
Helper
CoreyHelper

Group Member Visibility to EveryoneNew

Yes that would be fine.

7
Corey
Helper
5 months ago
Matt Roche
Matt RocheSpeaker

Example reportsNew

I made a training template that I used for live demonstration on a screen-mirrored iPad.  The template can have multiple report formats so you can show options there.  If you include a link to the template in an instruction field, and one of the report formats shows instructions, you can link back to the template.  Below are samples of the questions I put in the template to showcase different response types, logic, repeat sections, and pages.     

4
Matt Roche
1 year ago
Ben Edwards
Ben EdwardsStarter

Site Owners and CategoriesNot planned

I could see site “owner” as being useful if there were features they could turn on or off for their site, automatically get all data for things assigned to the site (actions, inspections, issues, sensors), change site settings, assign/unassign users to the site, edit global response sets specific to that site, etc.

4
Keagan
SafetyCulture Crew
1 year ago
Annagiusti8
Annagiusti8Starter

Automatically keep the max score open when editing templateNew

100% agree with this suggestion.We are not great as using scoring to drive improvement yet, and by not seeing the max score all the time, it’s out of site out of mind.Questions are setup with response sets with scoring and flagged responses, applied to questions where a score/flagged is necessary and also to questions where the same choices are needed but score/flagged is not needed (rather than adding another response set with those turned off, or using the max score to drop it down) Global response sets are used in a question which automatically has scoring (no ability to change that in the response set itself, unfortunately), and nobody sets the max score to 0 to weight them down to not be scoredThe whole idea of scoring is to be able to compare inspections to one another and drive improvement. By hiding the max score, the fact that a question even has scoring turned on is essentially hidden.

1
Corey
Helper
1 year ago
Matthew McDonough
Matthew McDonoughObserver

Risk Assessment FeaturesNew

A “matrix” style response type would be awesome.  I’m sure you could use it for more than just a risk assessment too. You would need the ability to setup the values for the X and Y axis. By default it could assume the bottom left corner is 0 and automatically increase by 1 as you move left to right and bottom to top to calculate the multiplied score.  The max score can be used to weight the whole question if needed.  Perhaps color shading is automatic by choosing the color for the bottom left, center, and top right, and it does a gradient scale to fill in the rest.

10
Jkal
4 days ago
Matthew McDonough
Matthew McDonoughObserver

Individual SC Environments under Organisation "Head Group"Discussion ongoing

I would like to see something like this to allow management teams at our sites to be able to manage the setup, settings, and data of their site. There were two related ideas posted: 

3
jackihann
SafetyCulture Crew
1 year ago
Corey
Helper
CoreyHelper

Issues NotificationsNew

Sorry for replying to my own post, but I wanted to report an update.  We REALLY want to use Issues companywide. But these flaws with choosing a site, setting up notifications, and the interface regarding notifications when reporting an Issue are causing problems.  I have 3 sites that are piloting Issues and a couple others dabbling, one of which is going strong on using them for everything. They are all struggling for several reasons, with notifications/sites being a big one.

3
PhilR
4 months ago
Elmleigh
ElmleighLearner

Make "Required" option for repeat sections more discoverableNew

I believe you can just pull the repeated section into the logic for yes and make the questions required in the repeating section it would look like this       Unfortunately, this does not work because by default the repeat section starts with + without the first set of questions added until the user clicks + the first time.I’ll second this request, with a tweak.  The point of a repeat section is that you will either add none or more than 1.  If it’s always 1 set of questions, you would not do it as a repeat section and would just put a set of required questions.  Rather than just being able to require an entire repeat section, it would revolutionize how we do things if we could have a MIN and MAX number of repeats they need to add.  If you need to require them to add at least 1, you can put 1.  If you need them to repeat 37 times (such as if you had 37 doors), you can put the MIN at 37 and the MAX at 37.  If you don’t need to require it, leave it at 0.

10
jackihann
SafetyCulture Crew
8 months ago
Elmleigh
ElmleighLearner

Make "Required" option for repeat sections more discoverableNew

I would still want the user to click + for each one, so they can answer the set for the repeat they are on at the moment and not get confused.  We often use repeat sections for things that happen over time and work within an inspection throughout the shift/day, so they click + to add one at the time they are about to do that set of questions.  But with a Min/Max option, you get a ton of flexibility:Leave min and max empty = do not have to add any and have no restrictions (functions like today) Set a min and leave max empty = have to add at least that many but no upper restriction Set a max and leave min empty = do not have to add any but have an upper restriction Set a different min and a max = have to add at least that many but have an upper restriction Set the same min and max = have to add that exact number before it’s considered complete

10
jackihann
SafetyCulture Crew
8 months ago
ldutton
lduttonStarter

Link two inspections / templates (incident report and incident investigation)New

We have use cases that could work for this as well. For near misses and accidents, we’ve struggled with how best to report these. Do we use issues for the “at the moment” details of what happened and the eyewitness accounts?  If we do, we can link an inspection later but would have to manually re-enter some of the details captured in the issue. Do we use an inspection template which has more flexibility on the questions? We either have to restrict who can access it due to additional details that are HIPAA protected, but this will make it harder to report if not everyone can do it. Or we have to use two templates, one for the at the moment basic details and one for the administrative investigation which contains HIPAA information.  If we could assign a secondary template, someone with access would need to manually re-enter some of the details captured in the first template. For new equipment factory acceptance testing (purchase/build review before shipping to site) and site accep

8
Corey
Helper
6 months ago
Austin Turner
SafetyCulture Crew
Austin TurnerSafetyCulture Crew

SafetyCulture Exporter User InterfaceReleased

It’s definitely easier to use with a GUI rather than being a command line tool!We only have a few sites that have tried it out due to figuring out how to use the data in the CSV files and general lack of awareness about it and its features.  Here is some feedback (bugs and feature requests) that I think would give it more versatility.When you complete an export, there is only a Close button.  While this might be fine in most cases, it would be handy to have another button to “perform additional export.” The exported CSV files for inspections, inspection items, templates, etc. appends to existing CSV files from the last export.  It would be handy to have an option to “append,” “overwrite,” or “keep old and new separate” so you can handle all cases where you want to add to the existing data, you don’t need the old data it can replace it, or you want both but in separate files so it timestamps the filename. The “date range from” shows dates in DD-MM-YYYY which is confusing for the US when

8
Corey
Helper
9 months ago
Elmleigh
ElmleighLearner

Convert custom (local) response sets to Global Response SetsNew

Adding to this request, I’d also like to be able to have “site-specific” global response sets.  I don’t want to give everyone in the company access to edit global response sets, but they would like to be able to create their own, in addition to the companywide and automated (through API) lists I’ve created.  While it is great that they can copy a question from one template to another to carry a custom response set, they often forget about that feature.  Or if they use that feature, any time they need to update that list, they have to do it in every template that might use the same responses.

3
Corey
Helper
11 months ago
Corey
Helper
CoreyHelper

Additional columns in Users List CSVNew

3 more columns to add that I forgot:Device Count (0, 1, 2, or 3) Devices (names of them like in their profile) Permissions (such as “issues access, sensors access”)

4
Keagan
SafetyCulture Crew
11 months ago
Corey
Helper
CoreyHelper

Additional columns in Users List CSVNew

A filter by last seen would definitely be helpful, as one of the most frequent things I do is identify who has not used SC for a long time or at all.  It would need a toggle for “never” (to get the “unknown” ones that have not logged in).  It would be nice to be able to sort the list by the current other columns beyond just name - seat type, status, and last seen.Another thing I do on a periodic basis when given the CSM output is review what OS and app version everyone is using so I can make sure we are not stuck in the past.  Some people don’t thing about ever checking to update and assume auto updates work. I’ve found iPads still on really old app versions and iOS 12 even recently, and they either don’t know there are problems or want me to troubleshoot something not working right.

4
Keagan
SafetyCulture Crew
11 months ago
Matt Roche
Matt RocheSpeaker

My site is not listed here - Add note optionNew

I would LOVE “Sites” fields to support logic.  This could be used in Matt’s case to have a question appear to type the site, or in my case to drive follow-up questions.  We have to make 20 versions of templates because of a few questions that are site-specific.  If I could use logic on Site, we could then drive which version of the same questions appears that has different text or response sets.

7
Ben
10 months ago
Juellia
Helper
JuelliaHelper

Creating an action from an issueReleased

Glad to see this! Now we have to figure out how priority/due date/resolved within the Issue best flows with the Action so we avoid duplicating effort.  

10
Corey
Helper
10 months ago
Matt Roche
Matt RocheSpeaker

Add ‘projects’ to sitesNew

We have similar issues with “factory acceptance testing” of equipment where some questions only apply to specific projects.  I tried to use logic to weed some of these out, along with a balance of “N/A” response options on some questions.  This ties back to the request for logic to be possible against previous questions’ answers.  In this case, if we select a specific type of equipment, I can then apply logic to several of the later questions to hide those which are not applicable.

4
Corey
Helper
10 months ago
Matt Roche
Matt RocheSpeaker

Bullet point featureNew

Having rich text editing of Instruction fields would be awesome.  I play with all caps and bulleting, as well as keyboard shortcuts for things like a bullet (<alt> + 0149 on num pad) and a line break (<shift> + <enter>). When I really need something more fancy, I edit in Word and make a screenshot image to put in the instruction question instead.  

6
Corey
Helper
10 months ago
Matt Roche
Matt RocheSpeaker

To remove media hyperlinks from the media summaryNew

We have inspections in which we attach a PDF (such as a purchase order, bill of materials, spare parts list), and others that we take a video directly in the app.  I’ll second that because these appear as a small blue hyperlink, they are easily missed.  It would be nice to have a PDF or video thumbnail.  I see that the intention was likely to keep it small so it fits inline with the format and flow of questions.  

4
Corey
Helper
10 months ago
Andrew-K
Andrew-KStarter

Customise inspection PDF report filename format (naming convention)Released

The name of the PDF version of reports comes from the template’s report tab for “title” formatting.  We have some that include the name of the inspector, equipment, customer, carrier, shift, line, etc.  I try to promote everyone to use that feature so they can get info at a glance just from the inspection title (and PDF name if viewing reports), as well as sort reports.For example, this PDF:comes from this report title: 

8
jackihann
SafetyCulture Crew
1 month ago
Terms & ConditionsCookie settings