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Replies posted by jackihann

175 Replies

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Andrew-KStarter

Customise inspection PDF report filename format (naming convention)Released

Hi everyone 👋🏻Just wanted to share that this idea is now released!Dates in inspections titles for inspections updated moving forward will now follow your organization’s date format setting. This should apply to both inspection titles on web reports when viewing in the app and filenames after you’ve exported a report.You can update the preference following this support article 📖If you have any questions or run into any problems, please don’t hesitate to let us know!

Andrew-KStarter

Customise inspection PDF report filename format (naming convention)Released

BlakeObserver

Export templates as PDF or other filesNew

The following idea has been merged into this idea:All the votes have been transferred into this idea.

PindariObserver

Ability to export blank templateDuplicate

Updated idea statusNew→DuplicateIdea merged into:All the votes from this idea have been transferred.

Old Metal DudeObserver

Multi platform usersReleased

Old Metal DudeObserver

Multi platform usersReleased

Hi @Old Metal Dude 👋As @pat.macpherson has shared, this is something you can do in SafetyCulture already, so I’ll go ahead and close this idea out :)

JJVObserver

asked in Ask the community

Metric and Imperial systems in templates

Awesome to hear that it works for you @JJV!

JJVObserver

asked in Ask the community

Metric and Imperial systems in templates

Hi @JJV 👋That’s definitely a tricky one! To address the settings point first, the metric and imperial system settings have no impact on how you build your templates and capture data. The only metric that can be configured in the template editor is a Number: Temperature format question, where you can switch between Celsius and Fahrenheit.If I understand correctly though, I think you can use logic fields to determine the metric setting your distributors are entering. See the following example, where you have a main question asking with two choices of the system to use. Then you can build out your logic under each logic field accordingly.Hope this helps!

Matt RocheSpeaker

Site column on inspection list + filter by levels above siteNew

You’re right, and I agree that it’s not the best experience @Matt Roche!At a basic level, the site question just clarifies with users which site they’re conducting the scheduled inspection for – they don’t actually need to edit/answer the question in anyway. However, there are edge cases where a user has noticed the site set in the schedule to be incorrect, so the ability to edit the prefilled site in the inspection has been beneficial.I’ve brought this to the attention of our Product team already, so it’s definitely something we’ll be mindful of as we shape the schedule and inspection experiences in the future.Appreciate your ideas as always Matt! 🙏🏻

jonnygSpeaker

SignaturesNew

Hi @jonnyg 👋I can see that you’ve created this following idea already:OR is it more aligned with this following idea:Just so we can avoid duplicates, ease of search for members, and accurately capture votes, it’s best to add further context or comments to existing ideas and upvote them instead of creating new ones :)

Matt RocheSpeaker

Site column on inspection list + filter by levels above siteNew

Hi @Matt Roche 👋If I understand correctly, points 1 and 2 should be available in the product already – but I have a feeling that you don’t actually have the actual “Site” question in your templates? To my surprise, when I tested starting a scheduled inspection that has site configured, using a template that doesn’t have the “Site” question added, the site is still prefilled in the inspection metadata – honestly, I’m not sure if this is expected or not.But for 1 or 2 to work, you do need to have the “Site” question in the template. I understand your concern about doubling up, but if the site is selected in the schedule, the site question doesn’t actually need to be answered, as it’ll be prefilled.For points 3 and 4, they’re definitely not available right now, so thank you for creating the idea! 🙏🏻

jonnygSpeaker

Site/group-based access for asset + support multiple asset selection per inspectionNew

The following idea has been merged into this idea:All the votes have been transferred into this idea.

RV P. I.Starter

Asset GroupsDuplicate

Updated idea statusNew→DuplicateIdea merged into:All the votes from this idea have been transferred.

RV P. I.Starter

Asset GroupsDuplicate

Thank you for creating this idea @RV P. I.!This use case is definitely something we’re aware of and it’s been created as an idea here as well:As @Duncan Heuer mentioned in the idea above, managing access to assets by groups or sites or a combination is something that’s on our roadmap, but we just haven’t gotten to them yet.For now, I’ll go ahead and merge the idea to the existing one, where you can share your use case as well for context :)

jonnygSpeaker

Site/group-based access for asset + support multiple asset selection per inspectionNew

The following idea has been merged into this idea:All the votes have been transferred into this idea.

CB-GWObserver

Asset Privacy (restrict access to assets)Duplicate

Updated idea statusNew→DuplicateIdea merged into:All the votes from this idea have been transferred.

Matt RocheSpeaker

Inspection photo improvements (link, rearrange, reorder, index)Discussion ongoing

The following idea has been merged into this idea:All the votes have been transferred into this idea.

RV P. I.Starter

Optional Information on PhotosDuplicate

Updated idea statusNew→DuplicateIdea merged into:All the votes from this idea have been transferred.

RV P. I.Starter

Optional Information on PhotosDuplicate

Thanks for creating this idea @RV P. I.!It sounds like what you’ve shared aligns with what’s been called out in this following idea:For now, I’ll go ahead and merge the idea, and it would be awesome if you could share your use case in that idea’s comments to provide the most context.Thank you 🙏🏻 and keep the great ideas coming!

Staples1Observer

asked in Ask the community

Changes in limits for exporting inspections with media (pictures)?

Hi @Staples1 👋Sorry for any confusion around this, but to clarify for @Divya Konnur, the export options that she was referring to are CSV (legacy) and CSV with media.To be transparent, we’re planning to retire both options within the next 1-2 months. And to provide some context, both export options run on very outdated systems and as our platform grows with new functionalities, the experience (such as export time and stability) will only deteriorate, which is something we can’t accept.We understand that customers such as yourself might need to periodically export inspection data along with media files, so we’ve actually built the SafetyCulture Exporter which can export your inspections with media files much more efficiently.I understand that any change, such as this, is inconvenient, so if you’d like, one of our Support team members can reach out to you to provide some assistance in getting you up and running with the SafetyCulture Exporter.Really appreciate your understanding here! �

gary.thistlethwaiteStarter

Support annotation on the web appNew

Hey @gary.thistlethwaite 👋 thank you for creating the idea!To address part of your post – uploading a template image for annotation is definitely possible right now. When editing a template, there’s an option to Upload image to annotate for questions using that response type.But you’re absolutely right with the pain point for not being able to annotate on the web app.I’ll update the post title to focus the idea on that point so other community members can find and upvote the idea :)

Andrew GabbHelper

Expiring credentialsNew

@jacksod I hear you loud and clear! And thank you for the additional context as well – I can definitely see the pain point there.Yours and other community members’ feedback help us prioritise our future updates effectively. But to be transparent, while our Product team can't promise working on this improvement any time soon, rest assured that it's on our radar.Really appreciate your patience and understanding here! 🙏🏻

Andrew GabbHelper

Expiring credentialsNew

Hi @Andrew Gabb 👋 thank you for creating the idea!To answer your question @jacksod, reminders/notification for expiring credentials are currently only available for each user themself – so when a credential is close to expiring, the user will be reminded to renew their credential. You can learn more in our support article HERE 🔗What Andrew mentioned is definitely something we’re looking to support in the future, so stay tuned as we bring more improvements to this space :)

Steuart FotheringhamObserver

Scheduling view improvementNew

Hi @Steuart Fotheringham, thank you for sharing the idea, and thank you for chiming in @Corey!What @Corey suggested with linking the schedules you’re assigned to your calendar is actually available already as an integration – if your organisations are on our Premium Plan or Enterprise Plan, each user in your organisation can follow the instructions in this article: Sync my inspection schedules with my calendar app, to subscribe to their assigned schedules using their supported calendars.

Andrew GabbHelper

Version control within inspectionsNew

Hi @Andrew Gabb, thank you for sharing your use case here!I’ve asked around as well, and it’s definitely a tricky one.One solution that came up was using repeat sections to log each version from each user who edits an inspection, but the drawback being that anyone can edit another person’s version given that they can all edit the inspection. Visually, it might also be hard to look back on who made what changes in a particular version, and the versioning also wouldn’t be automated like document number.Another one I’ve thought of, which requires a bit more work with integrations, is as follows:Register a webhook using inspection update as the trigger event, perhaps checking a specific question as the indicator for whether a new “version” is created or not. Export the inspection as PDF as a snapshot of the inspection at that point in time. Upload the PDF to a shared drive and link it in the inspection. Repeat the above for each version.This way, the final inspection report should ideally

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