Web Fixes and Improvements
Corrective Actions Management
Within the Risk Module, User can add a corrective action that has already been completed.
This means:
- User can select current date
- Upon selecting current date and the action is completed, the user should select ‘Approved” from the Status dropdown.
No notifications are release from the server.
The completed approved action will be visible in all relevant Reports.
User Role includes Corrective Action Management
There may be some Users that may never be assigned a corrective action.
Therefore in People > User management > Manage User Roles we have a the ability to either Assign or Not Assign.
When choosing “Not Assign” then upon selecting Responsible Person, those users whose User Role has Not Assign will not display in the Dropdown.
There is no action to take as by default these are set to Assign. If you need to make the change, then please do.
Training > Enter Attendance / View Participants
Table has been updated to display Site of worker.
Planning > Meetings > Manage Meeting Schedule
Ability to select ALL attendees
There was a bug in the Status of the Manage Meeting Schedule that was showing Completed meetings as “Scheduled”.
This has been rectified so the correct Status displays.
Documentation Module
The Site and Department text is more visible in both web and mobile.
People > Human Resources > Manage Position
- NEW function to enable user to Select the Site to which Position is assigned.
** If the Position is NOT assigned to a Site then it will be available for ALL sites.
User can select multiple Sites to which the Position Applies.
ACTION: For Multi-Site Clients, please review Manage Positions and assign the Sites to which the Position applies.
People > Human Resources > Manage Employees
- When you Add Employee – based upon the Site selected, then only such Positions will display for selection.
ACTION: IF you update Manage Positions to be relevant to Sites you should scroll through Manage Employees to ensure the Position still displays for your worker then if it does not, Edit that worker and assign Position.
Training > Training Needs Analysis & Report > Training Needs Analysis
Filter added for Site and based upon Site selected, then only relevant Positions will display for the site.
Planning > Meetings
When scheduling meetings, under the Attendee section we have included Site and Department.
The filter will pick up both company employees and contract company employees to select from to attend the meeting.
Filters can be change to select from other sites.
Audits
Criteria for response was, yes, no, n/a and have now included a result of 'partially'.
Scoring system is yes =1, no = 0, n/a = not considered in count and partially will have a score of 0.5
Report > Monthly Data Analysis
Site Based Reports will only show the documentation relevant to the “Site” (when selected in the Document Register) when they are Due for Review.
Please ensure you share the updates with relevant persons in your organisation.
Kindest Regards
Caroline Kingston
Director / Principal Consultant
P: 07 3396 6208 M: 0439 009 620
