Release Notes: 19th April, 2021

Who is this article for?
Primary Admins wanting to learn about new updates.

Smartforms upgrades include a combination of new functionality and technical improvements.

New releases ordinarily occur every fortnight, although essential 'hot fixes' may be applied more frequently. Many major new features and upgrades take more than two weeks to plan, develop and test prior to release so these are noted in our 'coming soon' section.

This article outlines the changes implemented on 12th October, 2021.

This release includes:

ToDo List for Ops and Issues in the Web app
Op Approval after submission
Ability to raise an Issue or add a Note/Media to each question in an Op
Capability to restrict certain Ops to be completed in the Native app only
API Access
And more!

Plus additional small improvements and fixes to enhance your Smartforms experience.

New Features

Op and Issues ToDo List in Web app

The Smartforms Web app is mostly used by managers and administrators of the system, but now it can also be used by Staff when their work requires them to use a computer.

Staff will no longer be limited to mobile devices. With the new Web app ToDo List, all Users will have the ability to complete everything that is assigned to them, right from their desktop.

Improved Audit functionality, including Op Approval after submission

Close the loop on your Op lifecycle by choosing whether an Op needs to be approved after submission.

This is perfect for audits and critical operations, ensuring:

Any follow up actions or issues are resolved before sign-off
Approving managers can review ops before they are completed
Extra oversight, if the approver is a different manager to who completed the op

Optional Issues and Notes

As an Admin you now have the ability to allow the Op Completor to automatically add a Note or raise an Issue while answering an Op Question.

When enabled in your Op Builder Settings, the Completor can raise an Issue or add Notes and media to questions that they deem necessary. This is especially useful for audits, and takes away the need to use form flow to trigger an issue for every question in an op - phew!

Native-Only Ops

With the introduction of the new Web app ToDo List, we realise that some Admins prefer that certain checklists are only done on the Native app.

Not to worry, that will be an option in the Op Settings.

Users will still be able to view the Op in the Web app ToDo List, however there will be a prompt notifying them that it needs to be completed on their mobile device.

Open API Access

Smartforms is no longer a standalone application, and API specification is accessible to all Primary Admins within the Web app.*

This functionality has the potential to redefine processes and fill in the gaps within your existing App Suite.

*If you would like this Feature enabled, please contact Support.

Improvements

Assign an On Demand Op to a specific User

Admins can now decide if/when a specific User/Position/Team needs to complete a designated Op.

If there is an Op that you need to be completed that is not scheduled yet, assign the Op to the User at the Place in which you would like it to be done.

Assigning an Op to the Issue Closer

Using 'Business Rules' you can now automatically assign an Op to be completed by the User that closed the Issue.

Web app Alerts

See all notifications for your Ops and Issues directly within the Web app.

Summary of completed Ops directly from your ToDo List

This will allow your Staff to preview the responses for completed Ops directly from the Web app, without the need to access Analytics.

While reviewing the Op, they will also have the option to export the Op to a PDF or generate a publicly accessible Web Link.

New Native UI

From looking at our analytics from thousands of users, gathering end-user feedback, as well as workshops, the new Native app has been designed for your Staff to work quicker and Search/Filter through their Ops and Issues easier.

We made the Native app more intuitive so that your new Users can download it and effortlessly use it without requiring training.

As an added bonus, it’s even faster.

It is important that, upon release, all devices must update to the newest version of Smartforms in order to continue using the mobile app. Be sure to share this information with your Staff!

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