Notify Release Notes

Every time changes are made and published on Audit Form Templates (i.e., such as adding, deleting, or changing the order of Sections & Questions) it increases the risk of columns and data becoming misaligned in the CSV file. For example, v1 of an Audit Template with four questions, is updated on v2 to insert a new question (“Inserted Question on v2”) as question 3 of 5. When you export the...

We have improved the way we display pictures on the Incident, Audit and Risk Assessment PDF Export. Pictures sizes are now increased, and we are displaying these in columns 2 abreast.

We have extended the file attachment capabilities to allow the following video formats (MP4, WMV, FLV, AVI, M4V) as Attachments on Incidents, Audits, Actions and Risk Assessments (Note: the maximum file size per attachment is 25MB).

It is now possible for users via their My Profile to change/update their Username (i.e., email address) that they access Notify with. Changing the username will also ensure that all historical Incidents, Audits and Actions assigned to their previous username are updated and linked to the new username whilst also ensuring email notifications such as New Incident Reports, Daily and Weekly Digests...

We have enhanced the Action and Audits Filters to be able to drive your Date Filters either based on the ‘Created Date’ or the ‘Due Date’. So, for example if you choose Created Date, the Start Date and End Date filters and remaining filters will be based on when the action was created.

It is now possible to record verification notes when reviewing completed actions. These notes are retained regardless of change of status and will also be included in the Actions CSV Export.

As an Action Assignee (both internal and external Action Assignees), you will now be able to record In-Progress Notes to help inform the Action Manager of any updates to your action whilst it is in progress. These notes are retained regardless of a change in status and are also included in the Action CSV Export.

Actions created outside of the Incident/Audit/Risk Assessment Process, or Standalone Actions linked to an Incident/Audit/Risk Assessment will be included on your PDF export in a Linked Actions table.

It is now possible to link standalone Actions that have been created via the Actions module back to an Incident, Audit or Risk Assessment. To do this, at the footer of the relevant Incident/Audit/Risk Assessment, click the ‘Link Action’ button and from the Link to Standalone Action type in the action number or description to search for the correct action and then click Save. Once the action has...

It is now possible to Add Actions before or after an Incident Investigation, Audit or Risk Assessment process. At the footer of the relevant Incident/Audit/Risk Assessment, on the Actions tab, clicking the ‘Add Action’ button will enable you to create and assign the action.

In the following example Form Template, we are conducting an Asbestos Audit. Using the Custom Visibility Rules, we have set up a rule that is simply going to mandate a Picture taken as evidence when the answer to the question “Has asbestos been identified?” is equal to Yes.

In the following example Form Template, we are conducting an Asbestos Audit. Using the Custom Visibility Rules, we have set up a rule that is simply going to mandate an Action be captured when the answer to the question “What is the risk of asbestos being present?” is equal to High.

In the following example Form Template, we are conducting an Asbestos Audit. Using the Custom Visibility rules, we have set up a rule that is simply going to hide the Section - “Provide evidence of asbestos being present” and all questions in that section, where the answer to the question “Has asbestos been identified” is equal to No.

We have enhanced Form Template Manager with a new feature called Custom Visibility rules that empowers you to show or hide sections or questions based on certain responses, as well as triggering when an action is required, or photo evidence is mandatory. To launch the Custom Visibility Rules feature, click the “ellipses” icon that looks like an eye. To help you identify any Sections or Question...

We have now included the ability to export a combined Risk Assessment and Safe System of Work (SSOW) to PDF. You can do this by selecting Export All to PDF.

We have also included a new Blank Risk Assessment Template that allows you to create ad-hoc Point of Work Risk Assessments where you want to assess the Initial and Remaining Risk Scores

Where your Risk Assessments are configured to support both Initial and Remaining Risk Scores, these will automatically be included in your CSV Export.

The Hazards and Controls table in the Risk Assessment PDF also includes comparisons of the Initial and Remaining Risk Scores.

When reviewing the Hazards and Controls, you can clearly gain comparisons of the Initial and Remaining Risk Scores.

When completing your Risk Assessment for each Hazard, you can assess the Initial Risk Score and the Remaining Risk Score after the Controls are in place

We have enhanced our Risk Assessment Module to empower you to choose on per template basis how to assess the risk score based on: Initial and Remaining Risk Score - assessing the Risk Score before and after the Controls are in place Remaining Risk Score - (aka Residual Risk) assessing the Risk Score after Controls are in place Risk Assessment Template > Configure Initial Risk Score It is now...

We have enhanced the capabilities of Audit Scoring so you can hide the overall scores on the Audit but include the RAG Grading of how that Audit has performed and the number of failures.

We have increased the flexibility of Audit Scoring at the Form Template level to choose whether you want to hide the Audit Scores on either or both View Audit screen and PDF Export.

When you export the Audit, Inspection or Checklist Report to PDF, the Header Page will include a count of the failures. Further into the report you will also have a Failed Items Summary table, highlighting the questions that failed and the response that triggered that failure.

Once the Audit has been saved, you will be able to quickly get a count of the number of failed items in the Audit. We also provide a Failed Items Summary at the footer of the View Audit Detail Screen.

In the Form Template configuration for a Cleaning Audit, we are using a RAG Question that allows the reporter to define Red = Dirty, Amber = Average and Green = Clean. We have configured the Form Template that when Red = Dirty is completed, this will trigger a failure on this question. The following Field Types will support the ‘Mark as Failed’: • List • Yes/No/NA • Safe/At Risk •...

You can now via the Incident Type filter refine your Incident List to only show your Excluded Incidents. We have also included the ‘Is Excluded’ option within the Export Incident List to CSV.

Following feedback from customers, we have enabled the ability to include Comments on the Incident PDF Export. This will be configured to On in the Form Template for the Incident Investigation Form. You can also choose to Hide Comments on the Incident Export to PDF. To do this, simply check the ‘Hide Comments of PDF’ and then click the Export to PDF button.  

We have enhanced our Incident Management Module by empowering 'Department Incidents Manager' and 'Company Incidents Manager' to be able to change an incorrectly logged Incident. For example, where an incident No. 41 has been reported as Ill Health but should have reported as an Injury, you can now click the Change Incident Type button and change Incident No. 41 to be Ill Health. Step 1 of the...

We’ve updated our Welcome email, recommending they use the Forgot Password link to change their password and the minimum password guidelines.

Following customer feedback, we’ve enhanced the Globally Reassign Action/Audit process to be able to search for disabled users who may have outstanding Actions or Audits that need to be reassigned to another user.

We’ve enhanced the RAG type questions to include the ability to define ‘Not applicable’ as an answer. You can also decide to Hide the not applicable option if it’s not relevant. Note: When Not Applicable is selected and Audit Scoring is enabled, this will reduce the overall maximum possible score.

The Notify Customer Success team can now help support you, should you need to make changes to your Organisational Structure. Using our internal Org Restructure feature, we can automatically update your Org Structure locations whilst ensuring all Incidents, Audits, Actions, Risk Assessments and User Org Structure Links are updated to reflect the change of location.

We’ve included the ability to filter on date ranges or periods on the Standard Dashboard within Notify, helping you to get to the data you need faster.

We’ve now included the ability to export the contents of your Risk Assessments to a CSV File.

We’ve enhanced our Risk Assessment and Safe System of Work (SSOW) PDF Export to including Colour Schemes, Front Page, Headers and Footers etc.

We’ve changed the way that tagged text is visualised on Risk Controls to help Risk Assessors identify the text they need to update when undertaking their assigned Risk Assessment.

We’ve empowered users of the Risk Assessment module to be able to manage their own Risk Assessment Templates. You can choose Company Logo Alignment, apply a colour theme that matches your business branding whilst including details supporting your Safe System of Work and the Hazards and Controls.

We’ve enhanced the Incident Activity so that when an Incident has been Shared or Escalated that this is tracked in the Activities tab of the Incident.

We’ve enhanced the Subscribe to New Incident Notifications feature by empowering users to be able to choose by Incident type which areas of your Org Structure you want to receive new incident notifications for.  

We’ve enhanced our Incident PDF Export to including Colour Schemes, Front & Contents Pages, Headers and Footers etc.

We’ve enhanced filtering by categories so that you can click the “+” button next to the Category Filter to be able to search and select the relevant incidents categories.

We’ve enhanced filtering by sites so that you can click the “+” button next to the Site Filter to be able to search and select the relevant site at each level of the Org Structure.

Confidential Incidents information will only be visible in the CSV Export for Incident data if you have the right permissions. So, for example: Where a user has permission to view all Confidential Incidents, then they will be able to see all data in the CSV Export. Where a user only has permissions to view only one Confidential Incident, then will only be able to see the sensitive data for the...

We’ve added a ‘Is Confidential’ column to the Incident List Summary screen whilst also adding into the Incident Type filter an option that will quickly enable you to filter down to all incidents marked as Confidential.