Replies posted by ldutton

8 Replies

ldutton
lduttonStarter

Credentials HistoryNew

love it this works great sorry I missed itfew more comments on Credentials I’d love to have the credential a apart of the exporter so I can create reports on the certificates and send custom reminders https://github.com/SafetyCulture/safetyculture-exporter/releases when re deactivate a user they should no longer show in the list of expired or expiring credentials the first line is a deactivate / terminated employee (maybe this is re-fresh issue) the only other comment I have on Credentials is a better system to manage access as the person who manages certificate should not have access to users profiles see this thread Credentials Access | Community (safetyculture.com)

4
jonnyg
4 months ago
ldutton
lduttonStarter

Bulk edit template / inspection accessNew

the changes I am, making don't alter the access profile so I can’t track what’s done and what’s not done 

3
ldutton
5 months ago
ldutton
lduttonStarter

Bulk edit template / inspection accessNew

I back at this point again manual updating the access for for 70 plus templates with no way to verify that they have been update besides opening the access page for every template 

3
ldutton
5 months ago
ldutton
lduttonStarter
asked in Ask the community

Training Schedule

thanks this helps a lot is there a way to assign training to a single user? rather than a group?

7
jonnyg
4 months ago
ldutton
lduttonStarter

Credentials AccessNew

@Corey suggestion above is really the only one that works long term with multiple sites in the interim we would like 4 levelsview only (see no other profile data) just view credentials. edit credentials and see no other profile data except usernames (and maybe sites) view only other profile date edits for credentials in our case you need site and groups to assess credentials view and edit all profile data including credentials (currently admin level which works)1 and 2 or 1 and 3 would be a great start 

6
Rod at Intellihub
5 months ago
ldutton
lduttonStarter

Head up - Finished IncompleteNew

for my use case if won’t want to auto lock it and definitely not archive as we have an obligation to allow the users to go back and see the old heads up but I can see how there maybe be a use case to lock and archive but we would likely not be heavy user of those features. I tell my manager to check this list once a week and follow up with any incomplete until complete they just want a way to say hey we don’t need to keep checking the last two on this list as the remaining users who didn’t sign they are inactive so we are never going to get to 100%   in this screen and easy way to see that this user who is showing not acknowledged is inactive so likely just a column that says user status   and may be something here that says X1 (inactive one not signed) (this is from the my heads up page)    this is from the head up view maybe add 1 inactive not acknowledge I can’t see a case where I’d need to know how many of the 11 who acknowledged are now inactive (on this screen)  If you’re still r

2
ldutton
9 months ago
ldutton
lduttonStarter

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

 our first line of defense is to use actions i.e. “please create an action for your manager to investigate this” we then use the SQL downloader into an Access database where we track / match incidents and investigation and any other templates that require a follow up inspection, our concern is if someone report something and assigns the action to the wrong person and it gets missed or nefariously assigns it to them selves or does not read /understand the action and marks it as complete by accident we need the investigation to happen.

8
Corey
Helper
5 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    

10
jackihann
SafetyCulture Crew
8 months ago
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