Notify Release Notes

The Audit List Summary screen now includes a new Schedule Name Column, making it easier to identify if the Audit came from a specific Audit Schedule.

We have enhanced the usability of the Create New Audit screen. You can quickly search for your Audit Form Template and refine the number of items displayed on the page. We have also included a handy padlock icon to help identify if there are any restrictions applied to the template.

We have now made it possible at the point of exporting your Audits to PDF to hide questions that have not been answered.

We have introduced the ability to export the full Audit List from the Audit Summary Screen to a CSV File. On creating an Audit and assigning to a user, that user will now receive an email notification to advise them they have a new audit assigned to them.

The Audit Status Filter now includes a new Audits Related to Schedule option to help refine your search criteria.

We have now made it possible to quickly change an Audit Schedule between the status of Active to Archived and vice versa.

Following customer feedback, we have now updated the Audit Schedules List screen to default to show Active Audit Schedules via the Status Filter. You can still select the drop down to choose other options such as Archived Audit Schedules.

We have included the ability to refine your Audits search by adding a new filter option for Audits with Outstanding Actions.

Also on the Audit List Summary screen, your Audits will include the score as a numeric and percentage value. This is also included in the Audit CSV Export file.

If you have accidently entered incorrect information into the Standard / Clauses on Actions, you can now quickly clear these by selecting the “X” button.

To help keep track of and reconcile your hours worked to your AFR Extended Dashboard we have now included a Grand Total of the hours entered for their specific month.

When somebody leaves the business, and you need to reassign their Audits to another user, Department and Company Audit Managers can now use the Globally Reassign Audits feature to move the Audits to another user.

For customers who want Department type users but without the ability to delete the physical Incident, Audit, or record Action we have created the following permission groups: • Restricted Department Incident Manager (see screenshot below) • Restricted Department Audit Manager • Restricted Department Action Manager

When creating new users, you can now have the full picture of the Current Active Licences taken and the Remaining Active Licences Available.

We have localised the Notify IM Mobile App (IOS and Android) and Report an Event and subsequent Incident Email Notifications to support Dutch.

It is now possible via the Type Filter to refine your search selection to Standalone Actions (i.e., Actions that are not linked to Audits, Risk Assessments, or Incidents).

We have introduced the ability to export the full Action List from the Action Summary Screen to a CSV File.

We have included the ability to refine your Incidents search by adding a new filter option for Incidents with Outstanding Actions.

We have now made it possible at the point of exporting your Incidents to PDF to hide questions that have not been answered.

We have improved anonymous reporting of Incidents. Now when viewing an incident, we include labels next to the fields and where no Telephone or Email Address are entered, we will show this as “Anonymous (no details provided).”

It is now possible when an Incident has been assigned to someone, to revert the incident back to Unassigned. This can be actioned by accessing the Incident, clicking the Assign button and on the Assignee drop down field clicking the “X” icon and then clicking Save.

We have introduced the ability to export the full Incident List from the Incident Summary Screen to a CSV File.

We have enhanced our Audit Scoring enabling you to include section level scoring when configuring your Audit Form Template. Once the Audit is saved or completed you will be able to clearly see on the View Audit screen the scores per section as both numeric and percentage values.

We have enhanced our Audit Scoring by now including both numeric and percentage-based scoring when configuring your Audit Form Template. Once the Audit is saved or completed you will be able to clearly see on the View Audit screen the overall score as both a numeric and percentage value.

A new Rich Text Field type allows the person completing the Audit using Notify Cloud to use bullet points, bold, underline and include hyperlinks. Note: Notify’s A&I Mobile app does not support Rich Text.

We have introduced a new Guidance Text Field type that enables you to provide supporting guidance to your Audit & Incident Forms as well as supporting https hyperlinks to policies or procedures. The new Guidance Text will be shown on the Audit with an icon.

We have included several useful configurations for your Audit Templates that improve the quality of the Audit Reports. Company Logo Alignment – select whether you want it Left, Centre or Right Aligned. Include Contents Page – you can choose if you want the Audit Report to include a Contents Page. Include Summary of Actions etc - choose if you want a Summary of Actions & Scores on the front page of the Audit Report. Include Activity on PDF Report - to help save paper you may want to exclude the Activity of the PDF Export. Include Disclaimer - if you want to include a disclaimer on the front page of the Audit Report you can define the text you would like to appear.

You can now select a Theme and colour to match your business needs. The colours will be used on Tables and Sections Headers in your Audit Report output to print or PDF.

We have enhanced the quality of the Audit Report Output to PDF/Print based on the Report Preferences you have configured on your Audit Form Template.

We have included a new Grade column that will display the RAG Grading based on the overall score of the Audit. Both the Audit Export to CSV and new List to CSV will include the Score and Grade of the Audit.

A new Audits Tracker Dashboard helps you have a complete snapshot of how your Audits, Inspections and Checklists are performing across your whole business, whilst also enabling you to filter and drill down on different departments/projects as needed.

If you have configured your Audit Form Template to include Summary of Actions and Scores, then your Audit Report will include both the score and the RAG Grade.

It is now possible to define an overall RAG Grading based on the overall score of the Audit. Form Template Manager - Scoring Section - you can define the text you want for each RAG Grade, for example on a Cleanliness Audit you may want Red to be POOR, Amber to be GOOD and Green to be EXCELLENT. Once saved and / or completed, the Audit will display the overall score and the RAG Grading.

It is now possible to Hide Archived Org Structure items to make it easier to focus on just the active areas of the Org Structure. For example, below when we are managing the Org Structure, without Hide Archived Items ticked you will see the full list of Org Structure items showing both active and archived items, but when Hide Archived Items is ticked you will only see the active Org Structure items.

It is now possible to Hide Archived - Global List Items to remove the clutter and to make it easier to focus on just the active Global List Items. For example, below when we are Managing the Global List, without Hide Archived Items ticked you will see the full list of items, but with Hide Archived Items ticked you will only see the active Global List Items.

In Form Templates we have added a new Status Filter that enables you to select for example to show just ‘Published’ Form Templates so effectively hiding any ‘Archived’ Form Templates. This filter also takes advantage of Sticky Filters and will automatically remember the last selected item until the filter is cleared or another option is selected from the drop-down list.

We have enabled the ability for users to manage which email notifications they can subscribe to from within My Profile. Selecting the Edit icon allows you to choose what incident type notifications you want to subscribe to.

Following feedback from customers, we have made it easier to manage user permissions by grouping the permissions by module. For example, below, on the Incident Management module, you can select the arrow to open the list of permissions available to configure on this module.

We have improved the usability of the Audits & Inspections Mobile app (IOS and Android) to make it easier to navigate through the sections of your Audits. Where previously you navigated using a scroll bar at the top of the screen, we have now listed the sections horizontally and can access the questions within each section, whilst navigating between sections using the Next and Back buttons.

We have enhanced the ability to restrict form templates based on their links to Org Structure. So, for example, you may want to restrict a Forklift Truck Inspection template to only be available to be issued by users who are restricted to the Manufacturing areas of the business. Please note that new permissions have been created within the Admin permission group that will need to be configured across your users to support this feature.

Following feedback from customers indicating that recipients were unsure who had issued them with an Action and whether it was a potential attempt at phishing, we have updated the Assigned Action Notification to now include the issuing Company Name and the name of the individual who has issued the action (i.e., Full Name and User Email Address) as follows:

Notify can now configure for you whether Standards & Clauses drop down feature are available on Actions.

As a Department or Company Incident Manager we have now included the ability to subscribe to Lost Time and/or Escalated to Reportable Incident Notifications.

Following the implementation of Auto Saving Audits, we have now extended this capability to also include Auto Saving of Incident Investigations. To help identify the last save point, in the bottom right-hand corner of the toolbar it will display the time the incident was last saved.

We have now made it possible to support multiple investigation stages during an Incident Investigation.

We have introduced the ability to sign into (i.e., authenticate) to Notify Cloud and the Notify Audits & Inspections mobile app via a Single Sign On (SSO) method utilising Microsoft Azure Active Directory. If you would like SSO configured for your Notify account, please contact your account manager.