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Replies posted by Bec Cooper

26 Replies

Newest first

jonnygSpeaker

asked in Ask the community

credentials

Hi @jonnyg - thanks for the post! Absolutely we are in the process of building out a user profile on mobile which will be for the end user to see and manage their credentials directly on mobile. The first release will just be allowing them to see what is on their profile because it has been uploaded on desktop however, we will be following up quickly with the ability for the end user to upload their own credentials as well. So stay tuned over the coming months! For Administrators to manage the credentials of users across their organisation on mobile, we are getting this feedback however, it’s not currently prioritised as we’re focusing more on the end user currently. We’ll definitely keep monitoring the feedback coming through about mobile credential management across an org!

IvoObserver

Create a control of global daily work activityNew

Hi @Ivo thanks so much for logging this idea! My name is Rebecca and I’m a product manager at SafetyCulture. It sounds like site sign in / out and somewhat what you’re asking for so you know when people are coming to site and can then track any of the work they do during that time? Correct me if I’m mistaken? Currently we don’t have immediate plans to build that type of functionality however, I would not be surprised if this is something we look into as we are hearing this feedback a fair bit and we’re also building some features like contractor management and site inductions that start to gear towards needing to know when people are on site. We’re also in the process of introducing a function for lone worker where you can track the hours someone is doing an activity on site which may be helpful?I do believe we will move in the direction of site sign on but for this calendar year we don’t have it currently planned on our roadmap. Please keep the feedback coming!

batkinsObserver

Users only for CredentialsNew

Hi @batkins Thanks so much for your question and for trying out our new Credentials functionality. I’m Bec, the Product Manager for this part of the platform. Currently our plans are to only support credentials associated with users. This is because we have future plans for how we can integrate this information into the platform further which requires a user to hold the information associated with them. However, credentials are available for all seat types so if you’re on a paid plan you can add as many guest users as you’d like and store credentials against them meaning there’s no additional cost to add these users and associate credentials with them. Should you wish to deactivate them at any time the credentials associated with those users prior to their deactivation will remain on their profile and can be included in all reporting.

Steuart FotheringhamObserver

SafetyCulture for complianceNew

Interesting. It actually sounds like we have all the pieces for this but what we need is better visualisation on a site so you can see scheduled inspections & tasks on a site in one place. (Not sure if you use Assets but I’m thinking something similar to the asset profile) The bit I’m still a bit unsure about is the contractor part - are they actually just completing the outstanding tasks? E.g. if the regular gas safety inspection brings up an issue, a task would be assigned to a plumber to come and look at it and fix the issue?

Emma.FlynnStarter

posted in Ask the community

Onboarding Contractors

Hey @Andy B - I’d love to chat. Can you pop me an email at rebecca.cooper@safetyculture.io and we can discuss your requirements for onboarding contractors?

Bec CooperSafetyCulture Crew

posted in Ask the community

Approve credentials provided by employees

Thank you both. This is extremely helpful. We are going to start with allowing those with Credential Management permission the ability to approve. However, this is only in the interim until we have the following available on the platform:The ability to know who someone reports to The ability to associate certain credentials with certain people and therefore certain approversBoth of these are on the roadmap for the platform in the next 12 months or so. So hopefully we’ll be able to improve approvals after our first release.

Steuart FotheringhamObserver

SafetyCulture for complianceNew

Hi @Steuart Fotheringham Thanks so much for your idea. I’d love to learn more. By way of introduction my name is Bec and I’m a Product Manager at SafetyCulture. I’m actually looking into how we can better support contractors on the platform so I’m especially interested in how you’ve mentioned most of those inspections would be completed by contractors. My team is also responsible for the new credentials feature. Can I check if I’ve understood correctly? Essentially each site would have certain inspections that need to be completed on a particular cadence. Examples: Regular gas safety inspections, kitchen extraction deep cleans, passenger lift inspections etc Ideally reminders would be sent out ahead of time to remind those at each site to complete these? (Do you know who specifically would need to complete or just anyone at those sites?) Each site would then have a record of the completed inspection stored against them along with any tasks that may need to be completed as part of tho

lduttonStarter

Credentials HistoryNew

Hey @ldutton Thanks so much for this additional feedback. It’s very helpful. 1:Are you currently using the Exporter? We are currently exploring how we can make getting data out from our system easier for anyone wanting to use SafetyCulture as the source of truth.We are in the process of building notifications to send to users so they can update their credentials when they expire. These would be sent at 90 days (when the status changes to expiring soon), 30 days and the day of expiry. Additionally we are looking at adding an Export to Excel of all credentials so you can easily see all of the credentials across your organisation and their expiry dates. Would this be useful for you 2: Thanks for letting us know that deactivated users are showing in the list. We have logged this and will fix it soon. 3: Thanks for the feedback about credentials permissions. I can completely see how this would be useful to have it decoupled from the user management permission and it’s something we are curr

lduttonStarter

Credentials HistoryNew

Hey @ldutton thanks for reaching out. We do actually have credential history. It can be accessed by the 3 dot menu next to the credentialeither on the user profile or within the credential list. From here you can see all of the versions and you can even click into them to view the previous media and all data. We don’t currently have a way to download the history in bulk but you can access the media 1 by 1 through each version.I’d love to know more about the type of download you’d require and the purpose of it to see if we could potentially solve this problem. Let us know if we’re missing anything else or you have any feedback!

DavinaStarter

Bulk input training credentialsNew

Hi @Davina thanks for reaching out and trying our new Credentials feature. Right now you’ll need to add the credentials one by one and this is because we haven’t found a way to make it quicker and easier to create credentials with media in bulk than doing it 1 by 1. I’d love to know how important the media attached to the credential would be for you? We have been considering making an option that could make media optional. In this scenario we would be able to support a way to import via Excel to bulk create credentials. Would this work for you?

jacobcarlyleObserver

asked in Ask the community

Unable to delete or remove credential types?

Hey @jacobcarlyle and @Corey - Just letting you know we have released the ability to delete empty Credential types. We don’t yet have the ability to move Credentials to a different type but you can rename the type as a workaround for now. We’ll monitor feedback to see how much of a need we have for move credentials from one type to another and discuss prioritisation if we see more feedback. Let us know if you have anything additional. We love to hear all feedback!

Emma.FlynnStarter

posted in Ask the community

Onboarding Contractors

Hey @jonnyg & @Emma.Flynn - As part of our recent platform launch users can now be added to multiple organisations using the same email address. So a user could be a paid full seat in 1 account and a guest seat (free) in another using the same email address. All information from each account is kept completely separately, it is just the email log in details that the user can use across multiple organisations. @jonnyg I’ve been thinking a little bit about how to enable to ability for contractors to self register to an organisation with only the information they need to see available to them. I’d love to chat more about your comments above if you’d have some time over the coming weeks?

lduttonStarter

Credentials AccessNew

Hey @Corey thank you also for trying out our new Credentials functionality. I absolutely agree with you about the site based permissions for users. We have hard from a number of customers during our Credentials research that often times it is site managers responsible for managing the Credentials of employees at their site. Would you envision those site managers would also have the ability to manage their users. E.g. Add users, upgrade/downgrade, change their permissions, add/manage credentials etc? So you could have a person at Site A who has User Management permission and they can only manage the other users who are at Site A and not see or manage anyone at other Sites? We are having many discussions at the moment about how we may start to introduce the concept of site or department managers who have certain higher levels of permission but only see limited content based on their sites/groups so it’s great feedback and very aligned with our thinking although we are in early stages o

lduttonStarter

Credentials AccessNew

Hi @ldutton, thanks so much for trying out our new Credentials functionality. My name is Rebecca and I’m the Product Manager for this feature. I’d love to know a little more about the permission you’d like to see for Credentials. Initially we tied it with User Management as you can add/manage credentials on the user profile and this requires user management permission currently. We actually thought the user profile would be the main area that users would add credentials but we are already seeing that the types page is getting heavier traffic. If we could make this change, would the person in your organisation who manages certificates/credentials be allowed to see all of the users & their information on the user profile but just not be able to manage anything other than Credentials? (I assume this is what you meant by view only?) Alternatively, we could consider pulling the permission out and only granting access to manage/view credentials from the credentials page. This is a great

jacobcarlyleObserver

asked in Ask the community

Unable to delete or remove credential types?

Hi @jacobcarlyle and @Corey thanks so much for trying out the new Credentials functionality and providing feedback. You’re right, currently the only option with types is to rename it. We will add the ability to delete an empty type altogether in the coming weeks based off of your feedback above so thank you again for providing it. I’ll update here once we have delete available.

Emma.FlynnStarter

posted in Ask the community

Onboarding Contractors

Great @Emma.Flynn I’ll pop you an email so I can make sure we get it turned on for you.

Emma.FlynnStarter

posted in Ask the community

Onboarding Contractors

One last thing I should add is that for now, this would be available on web only although in the future we will work on bringing this to mobile.

Emma.FlynnStarter

posted in Ask the community

Onboarding Contractors

Hey @Emma.Flynn just thought I’d jump in as I may have some functionality coming in the next month that could help.We’re working on how to better support contractors at the moment with some new functionality where you can store a worker’s credentials on their user profile. This could work for storing insurance details, copy of licenses etc but it doesn’t allow you to input information like a license number directly against a user. An example of what this would look like is below: Users will be able to upload their own Credentials or anyone with the right permissions from your team would be able to do it on behalf of those users. This functionality will be available for all users so would work for your free user contractors. Let me know if you’d be interested in trialling it out. We may be able to get it on for you for early access next week if you’d like to try and wanted to provide us some feedback.

Bec CooperSafetyCulture Crew

posted in Ask the community

Onboarding new team members + understanding competencies

Thanks @BenGur and @POPEY this is so helpful and I really appreciate your replies. For context, we’re in the process of building out a solution that will help to collect external licences and credentials from workers and store them against a user in the SafetyCulture platform. @BenGur I believe this will be similar to what Simpro can offer at the moment and our very first slice of this will be available in the coming months. Following this we’re looking at how we can request the correct credentials from workers based on criteria you’d set up for your workers. I’d love to chat a bit more about how you would envision this working on the SafetyCulture platform if you’d be interested in jumping on a call? We are also looking at how we can build a solution for workers to store their licences and credentials outside of an organisation and easily share these with all of the organisations they work with. This seems especially useful for contractors who work with many different organisations

Nigel ArnoldStarter

Document + media libraryNew

Hi @Nigel Arnold thanks so much for providing this feedback. It’s actually something we have recently been discussing although don’t have immediate plans to implement. In saying that, I’d love to understand a little more around the use case for using the same media on multiple templates?Also, is there media you would reuse elsewhere in the SafetyCulture platform? Some examples we have been thinking about:Assets may have the same operating manual for multiple assets that you could reuse rather than upload each time (E.g. you may have 100 of the same type of truck with the same documentation needed to be stored against it.) Logos may be used on training, report layouts and in templates and these may need to be updated if a logo is changed within a business Would love to hear if you have some other examples! (And anyone else who may come across this thread)

Bec CooperSafetyCulture Crew

posted in Ask the community

How does everyone collect and track licenses and credentials for workers

Hey @Andrew Gabb Thank you so much for providing this context. We are looking at how we can store these licenses & competencies on the SafetyCulture platform so you can have an understanding of “Are my workers compliant?”. And yes! This will include both internal employees and contractors. We have found one of the biggest challenges when managing contractors is understanding if workers are compliant and that finding is what has facilitated this conversation. Both of your requirements are areas we plan to accommodate; a training matrix & reminders when a competency is due. Do you have an example of a training matrix you may be able to share with me? (You can email me or share here) Would you like me to add you to our customers interested in early access when we have something available? We are working currently on building a place for administrators to upload credentials to a user profile on behalf of a worker as the first pass (sounds like what happens in Simpro today) but th

Brian KlemencObserver

Input licences and credentials for each employeePlanned feature

Hi @Leigh & @Matthew McDonough - I’d love to chat with both of you. I’ll send you both an email to set something up. For context, we are in the process of building out the ability to upload licenses & credentials to the SafetyCulture platform. We’re still a while off from releasing but it’s definitely being scoped currently. I’d love to understand more around your requirements and use cases and maybe get some specifics around our designs to get an understanding of if they’ll work for you and what is missing. For anyone else reading this thread, if you’re interested to chat too, please comment below.

Brian KlemencObserver

Input licences and credentials for each employeePlanned feature

We are currently investigating this functionality. If anyone is interested in providing us some details about the types of licenses & credentials you collect from your workers and how you currently track what is required, please update this thread. I would love to hear from you to understand how we can better support this within the SafetyCulture platform.

Brian KlemencObserver

Input licences and credentials for each employeePlanned feature

Hey @Brian Klemenc thanks for submitting this idea! I love it. It’s actually currently something I am researching as I look into contractor management. I understand however, that ensuring licences and credentials are up to date is not something exclusive to contractors and also applies to internal employees.Would you be interested in jumping on a call with me to discuss? I’m in the early stages of researching so very keen to understand what you would be thinking in terms of requirements and to get a better understanding of the exact credentials and licences your team needs today so we can understand how we may support these use cases?

Andrew GabbHelper

Managing external contractor (user) access to templates at scaleDiscussion ongoing

Hi @Bec Cooper I would love to share the permit to work system we operate with you. We also have our contractors complete an end of day inspection which is an incredibly powerful tool. Just one thing, if possible could we do a team call? I can’t handle zoom 🤗 @Andrew Gabb Absolutely. We can definitely accommodate a Teams call. I’ll pop you an email now so we can set that up. Thanks so much!

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