Web v3.10.12
📣 New Features and Improvements 📣
Improvements to Submittal Log Exports
We've improved our Submittal export formats to be more professional and purpose-driven. PDFs are now cleaner and print-ready with grouped, colour-coded sections. Excel exports are styled for screen use with interactive sorting and filtering. CSVs provide a complete, unstyled dataset that is ideal for manipulation and integration.
Manually Submit Safety Logs in Forms
To help ensure accuracy when creating Safety Logs through forms, we've introduced a new Manual Submit option in the Safety Log form component. This allows workers to complete the log while giving designated users the ability to review and submit it, helping prevent incomplete or inaccurate data from being logged. Once submitted, the form will display the submitted data, and any further edits must be made directly in the Compliance module.
You can enable this feature in the Form Builder by switching the Safety Log component’s workflow to Manual Submit. If left as Automatic, logs will be submitted immediately upon form completion and no further edits can be made through the form.
For added control, you can restrict the submit option to users with a specific Title, enabling workflows where field staff fill out the log and supervisors handle submission. All changes are tracked with a full edit history for audit purposes.
Attach PDFs to Safety Logs in Forms
You can now attach PDF files directly when creating Safety Logs from forms. This allows Safety Officers and field staff to include relevant documentation immediately, without needing to revisit the Safety Log module. All attachments are saved and accessible within the corresponding Safety Log.
Learn more about Safety Logs and start using them today!
Improved Punch List Notifications
We've improved our Punch Item notifications, now including the name of the project, and details such as status and due date for each item.
Each notification also contains a direct link that opens the Punch List module for the relevant project, filtered or scrolled to the specific item when possible. These links are fully supported on web and will be added to mobile notifications soon.