Help Center
Ideas
Product Updates
Events

Home
Search

Replies posted by Hojae Jung

23 Replies

Newest first

Matt RocheSpeaker

Client logoNew

Hey @Matt Roche, keep these ideas coming through! Thanks for another great suggestions for inspection reports.This is currently possible by creating a new report layout and having a seperate cover page or report logo.Report layout A:Matt’s report logo Matt’s cover pageReport layout B:Client’s report logo Client’s cover pageBefore exporting or sharing the inspection report, you will need to select the Report layout B so the client’s report logo and cover page gets applied to the report.Let us know how you go or happy to answer any questions!

Matt RocheSpeaker

Example reportsNew

Hey @Corey, love the Training template you’ve made for your team members!Just curious, have you considered trying using the SafetyCulture Training? You can set up courses and lessons so your team members can learn more about how to better use SafetyCulture and learn best practices for conducting inspections with one of your organization’s templates.

Matt RocheSpeaker

Example reportsNew

Hi @Matt Roche, I hope you having a great week so far and thanks for the suggestion!Having an example report based on a template to serve as an educational tool for both existing and new staff.Understanding how templates, inspections, and inspection reports work in the SafetyCulture platform would be very important, when onboarding new team members and for existing team members.I still remember when I first got onboarded to SafetyCulture and learning the basics of the SC platform, and I agree with you, it took me a while to understand how it all works and comes together.As always, awesome workarounds shared by @Corey here. Another alternative would be to attach the PDF file of the example inspection report to the instructions response. This allows team members to view the attached PDF file while conducting the inspection on both web and mobile.Happy to discuss further and here are a few potential opportunities I can think of top of my head to showcase and communicate “best practices”.A

garybonnettStarter

Report creation with only selected pages and sectionsDiscussion ongoing

Hey @garybonnett, I hope you’re having a great week so far!Rearranging questions, sections, and pages does get mentioned a few times by our customers, and we hear ya! We’ve also had a similar discussion on this post as well.Although it would be great to have the flexibility to rearrange these items on the fly after completing an inspection, we should also be careful not to edit how the template has been created and structured in the first place.We may not be able to guarantee if this is something the inspection reports team will be working on in the coming months, or years, we hear you and other customers loud and clear regarding having a more granular level of controls in the report layout.

Matt RocheSpeaker

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

Awesome ideas and improvement opportunities here!!I hear your pain and time spent on added layers of review processes. Referecing or referring the attached media files to a question or a note would help to reduce time to review inspection reports and improve efficiency! Great suggestion for point 2 and 3. We support rearrange questions, sections, and pages from the Template Edior, but not on the actual inspection reports. Although we would want the inspection report to reflect the created/edited template, it would be great to have a flexibility to rearrange or even move attached media files in inspections and inspection reports, instead of removing and re-uploading them. Photo numbers gets assigned when we generate the inspection report, so there’s no way of knowing the photo number while editing/conducting the inspection. This could be a great improvement opportunity to be bundled up when we look into supporting adding captions or labelling attached media files in inspections.Thanks a

KrisztianObserver

Extract data from inside a template with a button.New

Hi @Krisztian 👋🏼Interesting idea! I would love to understand more about what you’re hoping to achieve here. Are you wanting to automatically export inspection reports in CSV/Excel once inspection gets completed, instead of manually clicking CSV export from the inspection list? @Annagiusti8 utilizes integrations to automate some of these manual processes. For this specific scenario, we could look into exporting inspection data to Excel online, exporting inspection data to SharePoint lists, and potentially even more by using our Public API.

Hojae JungFormer SafetyCulture Crew

Automatically email completed inspection reportsPlanned feature

Hey @Annagiusti8!We hope our support articles were helpful when setting up your Power Automate integration and love how you updated the flow to avoid any duplication email being sent.This is a great call out as completing an inspection, editing an inspection, and completing it again can definitely cause headache if we’re automatically sending emails after a completion. Flooding users’ email inbox.What are your thoughts on having an option to automatically email completed inspection reports via the SafetyCulture web and mobile app without needing to set up integrations?

Hojae JungFormer SafetyCulture Crew

Automatically email completed inspection reportsPlanned feature

Hey @Elmleigh, Great setup with Power Automate and Sharepoint!!! Did you have any prior experience and knowledge on setting up integrations in the past? Also, if you had an option to automatically email completed inspection reports via the SafetyCulture web and mobile app, would you continue to use the integration you’ve set up??Our team is trying to help our customers and understand on “How we can simplify and automate sharing inspection reports with key stakeholders without needing to rely on integrations”.

Hojae JungFormer SafetyCulture Crew

Automatically email completed inspection reportsPlanned feature

Hi @Corey, Thanks for sharing! It's great to hear that some sites have been successful with setting up integrations, and I can understand why you might worry about things getting out of control or add more complexity to the current workflow as well.This potential feature would definitely need some thinking to balance the benefits of not interrupting any current integrations workflow and giving customers a choice/simple configuration to automatically send completed inspection reports without needing to set up any integrations.Awesome feedback and thanks always for sharing your insights!

ryanrizzutoObserver

Option to remove instruction media from reportsDiscussion ongoing

Hi @ryanrizzuto, hope you are having a great week so far, and thanks for sharing a great idea!A granular level of control to show or hide specific parts of the inspection report is certainly something that comes up quite often, and this is a very interesting idea!I was wondering if you could share this specific scenario in more detail where the Instruction and Instruction’s media is required while conducting an inspection. Still, when reviewing the inspection report, hiding the media is better to avoid confusion.If you prefer sharing your instruction question and its media privately, feel free to send me a private message as well. 😊

CoreyHelper

asked in Ask the community

Extracting tabular data from inspections

Awesome to hear @Corey! With the error, our team was able to replicate the same issue, and we’re looking into this at the moment. 🙂

Hojae JungFormer SafetyCulture Crew

Automatically email completed inspection reportsPlanned feature

Hey @corey, I hope you’ve been well!Great to hear that your organization have integration set up already to streamline the process.If you have time, I would love to a few questions:Did you face any challenges when initially setting up the integration? When I joined SafetyCulture as a Support Analyst, learning to set up integration was probably the hardest part. If you had an option to automate this process on the SafetyCulture web app, would you still rely on existing integrations?I agree with your concern regarding sending too many email notifications. Something we will need to look into.

CoreyHelper

asked in Ask the community

Extracting tabular data from inspections

Hey @Corey, I hope you’re having a great week so far! We’ve enabled the increased bulk export limits for your organization. You should be able to bulk export in these formats:PDF: 100 per export Word: 100 per export Excel: 1000 per exportLet us know how you go and thanks again for your patience!

CoreyHelper

asked in Ask the community

Extracting tabular data from inspections

Hey @Corey, just wanted to let you know that we are still working on it.

Tania BayatSafetyCulture Crew

Choose how you present your inspection images in your reportsNews

Hey @DavidThompson, great to hear that you are enjoying the resize thumbnail images feature! Let us know if you have any feedback and feel free to share how the experience is so far!

CoreyHelper

asked in Ask the community

Extracting tabular data from inspections

Hey @Corey, I hope you are having a great day so far.Set it, and forget it → We look forward to supporting this level of automation with the extra configuration options you’ve mentioned from the web app in the near future. I will comment in this thread and send you a message once the “increased bulk export limits” (1,000 inspections per export for Excel) becomes available to customers. You will most likely to have it by end of next week and I will keep you posted. 😊

CoreyHelper

asked in Ask the community

Extracting tabular data from inspections

Morning @Corey, great to hear that you had a chance to try out the new Excel export option in SafetyCulture.Spot on, it will be best to use integration to automate the process. If you don’t mind asking, are they wanting to “Automatically export <x number> inspection reports every <x days/weeks/months/years> ? Also, who’s they in this context - would it be other administrators in your organization? Bulk export limits will be increased by end of this month! I will send you a private message or reply in this thread once it’s available for your organization. Awesome feedback. I will share this with our team.

CoreyHelper

asked in Ask the community

Extracting tabular data from inspections

Hey @Corey, it’s me again hahaBy the end of this month, the reporting team will release the new export format option, Excel, to all customers. This might be a great way to extract inspections data of multiple templates into a tabular or grid format.If you would like, we would love to enable it for you so you can try it! Until the full release (end of March), there is a limit of 10 inspections per export with the Excel option. Please message me your SafetyCulture account email address and we look forward to your feedback on this.

BlakeObserver

Export templates as PDF or other filesNew

Thanks for sharing your insights and experiences @Corey !These are very valuable feedback for us and we look forward to looking into this opportunity in the near future!Cheers @jackihann for converting this to an idea. One upvote from me 😁

BlakeObserver

Export templates as PDF or other filesNew

Thanks for sharing @Corey and @Blake!We have opportunities to improve how we can easily share templates with non-SC users and external organizations (third-party), and we will continue looking into this moving forward. This also includes the stability and reliability improvements of offline experience.@Corey, I would love to learn more about the workflow of your team when you or the team had to conduct the inspection on a paper, instead of using the SafetyCulture app. How did you export the template? Did you conduct a blank inspection and print the report? How do you manage these one off or rare cases inspections? Do you re-conduct the inspections on SC or keep these as physical reports only? As always, please don’t hesitate to send me a message if you want to share more info via a call.

BlakeObserver

Export templates as PDF or other filesNew

Hi @Corey, thank you for your feedback and for sharing how your organization could benefit from exporting templates as a Word or PDF file.Out of curiosity, what are the "rare instances" you had to conduct inspections on paper instead of conducting them in SafetyCulture? As you mentioned, we have an opportunity to explore how we can quickly and easily share or preview templates with users not using the SafetyCulture platform (Contractors, suppliers, auditors, and more). At the moment, this could be achieved by adding users outside of your organization as Free seat users.If you would like to share more information or jump on a call, please send me a message so we can organize a call.

BlakeObserver

Export templates as PDF or other filesNew

Hi @Blake, great question! You're spot on regarding the available export option for templates (.iat file only). I think it's a great idea worth posting on the ideas page to see if other users are looking for more export formats for templates in SafetyCulture. I would love to jump on a call to learn more about how your team maintains and exports SafetyCulture templates as a Word file. I'm very interested to find out how multiple logic fields are displayed in a Word file. Also, this will be an excellent opportunity for us to continue our discussion regarding PDF reports vs. Web reports.Please send me a message if you would be happy to share more information via a call.

OllyHelper

posted in Ask the community

PDF reports vs. Web reports

Hi @Blake, I hope you are having a great day so far!Just curious, is there a reason why your team prefers sending the PDF report to auditees instead of the web report?

Powered by Gainsight

Terms & Conditions Cookie settings

Sign up

Already have an account? Log in with your username and password, or with your SafetyCulture account.

Single sign-on

Log in with SafetyCulture

or

Username *

Email address *

Job title

Industry

Aged care Automative Aviation Construction Education Emergency services Energy Events Facilities management Food safety Healthcare Hospitality Manufacturing Mining Retail Telecommunications Transport and logistics Utilities Other

Password *

I accept the terms and conditions.

loginBox.register.email_repeat

Log in

Don't have an account? Sign up or log in with SafetyCulture.

Single sign-on

Log in with SafetyCulture

or

Username or email

Password

Remember me

Forgot password?

Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.

Username or e-mail

Back to overview

Scanning file for viruses.

Sorry, we're still checking this file's contents to make sure it's safe to download. Please try again in a few minutes.

OK

This file cannot be downloaded

Sorry, our virus scanner detected that this file isn't safe to download.

OK