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  1. Smartforms (Essentials)
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  3. Release Notes

Release Notes: 30th Nov, 2020

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 30th Nov, 2020.

Now you can...

This release includes:
 
  • The introduction of configurable Workflows
  • New Staff picker within your Ops
  • An updated (easier) left-hand navigation on the web app
  • Plus many, many additional small improvements and fixes to enhance your Smartforms experience.

New Features

Workflows

Now, within the Smartforms web app, Admins have the ability to set-up Workflows for Issues, dependent on customizable criteria. 
 
For example:
  • When an issue is raised that is given a Critical priority, send an email to all Senior Managers and assign a 24hr deadline.
  • When a Cleaning issue is raised at Site A, assign it to the Cleaning Team.

image__50_.png

Staff Picker

When building your Ops, rather than have the completer manually type out the names of fellow staff members, they can now select them from a pre-populated list.  
 
Depending on how you set up the Staff picker when configuring the Op, the completer can also select multiple Staff/Positions/Teams, or can type it in themselves. 
 
You may also chose to only allow them to select from certain options, or hide others.
 
image__51_.png
 

Assets Catalogue

For customers that use IoT sensors in their business, the Assets Catalogue has been built for you to access them all in one easy place. 
 
Once a sensor is logged in the Assets Catalogue, it can then be linked, and data can start being collected. 
 
image__52_.png
 
In the near future, the Assets Catalogue will be expanded to v2, which will be able to include machinery warranties, Staff certifications, software renewal reminders, etc. 
 
For more information on this, please contact Support via email or live chat. 
 

Improvements

Left Hand Navigation

When logging into the Smartforms web app, you may notice that we have rearranged the pages to make moving around the system more clear. 
 
Now all configuration for your Org live in one place - under the Settings button. Just start from the top and work your way down.
 
image__53_.png
 
This keeps your left hand nav free for the information that is most used and important to you. 
 

Increased Page Views

Previously, in various pages around the web app, data was limited to just 10 records/items to a page. This has now been expanded to 30 records per page. 
 
image__54_.png
 
With this adjustment, the number of times you need to page through and find what you are looking for is vastly cut down.  
 

Fixes

Lastly, the following bugs, experienced by some customers, have been squashed.
  • You can now export your reports to a PDF when filtering by a single Op.
  • When creating a new Op, you can once again configure the Who and the Where, as well as give it a title.
  • Admins will be able to add nested questions as custom columns in Reporting.
  • Dashboard data will now appear accurately for Place Admins, sharing only the data for Places they belong to. 

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