Refined Data Application - Release Notes 5.4/5.4.1

New Property Summary Dashboard shows a summary of key metrics from all enabled modules.  Access the dashboard clicking the proprty title from the property list dashboard. 

New security configuration allows roles to be configured with administrative controls only for the specified module only.  With this setting, specific individuals can administer system settings for the module(s) they are acountable for without having to provide system-wide administrative rights.   To configure a role for administrative controls, access the role from Administartion >> Roles.  In the bottom section, move the module to the right column and select "Admin" to provide administrative access for that module.

For modules where admin permissions are given, the individual can access:

• Security settings specific to that module
• Questionnaire administration options for the specified module
• Module-specific settings 

When selecting the properties filter in Dashboard FIlters page, clicking the property will now add/remove it from the selected properties instead of opening the property page.  

Environmental record screens now offer enhanced filter option to tailor the display results based on one or more criteria.

Selecting the "Filter" icon highlighted above expands the filter options to include the following:

• Linked Reports: filter records that are linked/not linked to existing Environmental Reports
• Tasks: records with associated tasks or none
• Pictures: records with/without attached images
• Select filters: will list all other available records fields - selecting a field will display it in the filter options to then filter buy any of those field values

Note: Selecting the "High Risk Filter" check box will apply this filter configuration as criterea for high risk records in the Environmental Summary dashboard and landing page summary.  

Use the buttons along the bottem to apply, clear and save existing filters to be applied as needed.

Asessment Dashboard Updates:

The Assessment Dashboard has a new option to mark properties as excluded from the assessment for accurate counts of past-due assessments.

Click here for documented steps on how to configure the dashboard and mark properties as excluded.

New escalation workflow in tasks to address overdue tasks that need to be escalated 

The new escalation workflow allows tasks to be escalated to a manager or to an alternate person or role if immediate attention is required.

Configuration Steps:

An administrator can configure the escalation workflow as follows:

For individual user:

Access the users profile from the administration menu and select the new "Escalation Workflow" tab 

Select "Add New Record" for each escalation configuration. 

Add multiple records for different scenarios as described below:

Escalation Type:
Overdue - will automatically send a notification to the person or role designated when a task assigned to this user becomes past-due
Instant - Will send a notification to the person or role designated when the "Instant Escalation" option is selected in the task itself.  This workflow is often used for tasks that need immediate attention. 

Escalation Level:
Select user or role for this Escalation type to go to a specific person or to the person who has the designated role for the property in question.

Interval Type and Value establishes the time interval before a notification is sent when the escalation workflow is triggered

The remaining options allow further configuration for specific types of escalations based on the module, task priority, task frequency, type and defined tags.    This allows for multiple workflows to be configured based on this criteria.

For Roles

The same steps are available for establishing escalation workflows for roles by accesing the role from the administration menu and selecting the "Escalation Workflow" tab in the role details.

Escalation Workflow:

When a task becomes past due or the instant escalation workflow is triggered, the designated role or person will receive an email advising them that the task is overdue.

Clicking the task link will open a task summary page allowing the recipient to manage the task and/or end the escalation workflow.

Task Summary link: now available in the task notification email which opens a task summary in the browser to include overview of key details and 5 recent comments to facilitate viewing and task updates.  Tasks can also be started and completed from this screen for easier management.

New option to follow tasks in order to be notified when new comments are added and to keep track of progress.   Users can add themselves as a follower on tasks for properties they have access to and can additionaly include their role in order to ensure anyone with that role for that property is notified.  

This option is available for both Mobile and Desktop Application

New dropbox value is available for administrators to define and label their task priority options.

From Administration >> System >> Task Priorities 

Ability to support multi-lingual aspects of surveys and checklists:

• Survey and Checklist titles can be updated to show English, French, Spanish and Chinese titles using the icon beside the title
• Question titles, comments and instructions text box can be set using the language drop down at the top of the question page: 

• Question options such as comment box, date picker, jump-to records etc...

New submit option will now appear by default in surveys and checklists once 100% completion has been reached.  This replaces the previous "approve" option to facilitate approval and completion steps for surveys and questionnaires.

New option to move incident reports to a different property or building.   

From the OHS landing page for any property, select the menu >> Incident Reports and select the checkbox beside the report you would like to move.

New Incident Summary Dashboard to allow a customized view by incident type, date and date range, event type, user etc...with the ability to chart and extract the data.

OHS

The following updates have been applied to the Incident Report screen within the Browser Application:

• Owners / Contributors and History Tabs are removed and replaced with buttons to simplify the flow. 

• Filters removed on Persons Involved and Witnesses tabs
• "Add new record" button renamed to "Add" and moved to the bottom left of the screen

Mobile

New Messaging feature allows in-app messaging between property team members: