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  1. Smartforms (Essentials)
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  3. Release Notes

Release Notes: 23rd Jan, 2021

Alan Blair
  • Updated
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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.

Now you can...

This release includes:
 
  • Building automation with Op Workflows and Asset Workflows 
  • Ability to build hierarchy in Places
  • Tag Places for easier configuration
  • More freedom to edit Issues within the Native app
  • Improved Native filters for Ops and Issues
  • An updated (easier) left-hand navigation on the Web app
  • And much more!
Plus additional small improvements and fixes to enhance your Smartforms experience.
 

New Features

Op Workflows

Now, within the Smartforms Web app, Admins have the ability to set-up Workflows for Ops, dependent on customizable criteria. 
 
For example:
 
  • When a scored Op fails, send an email to all Senior Managers, raise an Issue, and trigger another Op.
  • When an Op is late, notify anyone who can perform the Op.
image__39_.png
 
Asset Workflows
As an Admin you also have the ability to set-up Workflows for Assets, dependent on customisable criteria.
 
For example:
 
  • When an Asset temperature is below 0° for longer than 30 minutes (trigger) , notify the Maintenance Team (action).
image__40_.png
 

Places Hierarchy 

Places can now be organised as a Structural Chart so you can create a Places Hierarchy that reflects the way your company is organised.
 
This function is especially useful for large Companies with locations across multiple Regions and Countries.
 
image__41_.png
 

Place Tags

Tags are words which can be associated to one or more places in your Places Hierarchy. These are especially useful when your Company has a complex structure as they help you to make sure your hierarchy is clear and easy to understand.
 
Creating tags is also helpful when it comes to assigning Ops to specific Places.
 
Thanks to the tagging functionality you can in fact automatically assign an Op to all the Places associated with a particular Tag/s rather than having to individually select them.
 
image__42_.png

Editing Issues within Native

If you are the creator or owner of an Issue, you will now have more freedom to amend the Issue directly from the Native app. 
 
These abilities include:
  • the title
  • the Type
  • the Flag ( or priority)
  • the Deadline for the Issue to be resolved
image__43_.png
 

Op and Issue Filters and Sorting 

From the Ops or Issues filters screen in Native, users now have the ability to narrow down the content they see. 
 
These filters are:
  • Type
  • Places
  • Status
  • Teams
image__44_.png
 
For Issues, users also now have the ability to change the order of the content.
 
image__45_.png
 

Improvements

Left Hand Navigation

When logging into the Smartforms web app, you may notice that we have improved the pages to make moving around the system more clear. 
 
image__46_.png
 

Native UI 

Mobile users will have a much more enjoyable experience moving through the Native app. 
  • Redesigned Ops, Issues and Alerts landing and details pages
  • New positive and negative selectors for Number questions
  • Save as Draft, Submit and Op Progress percentage at top right corner
  • New icons in the lower navigation
image__47_.pngimage__48_.png
 

On Demand Ops

When starting an op on demand, Staff can now edit the title of the Op (for traceability), as well as select the Place they would like the Op to be associated with.
 
image__49_.png
 

System Performance

Both the Native and Web apps have been significantly optimised to improve speed across all list views and actions. 
 

Fixes

Lastly, the following bugs, experienced by some customers, have been squashed
  • When completing an Op with Unlimited Repetition questions, the system no longer add additional blank items when saved as a draft.
  • When emojis are used in the Native app, they will now appear as desired!
  • You again have the ability to export to PDF and CSV when filtering by a single Op.
  • We have also brought back the ability to filter your Reporting by multiple Ops at a time.
  • Profile notifications can once again be changed in the Web app.
  • And many more!

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