Supplier Action Page • Back buttons in one place
On the Deliveries, Accreditation and Vehicles pages of the Supplier Action Page, the link back to the start page is now the same button at the bottom left of the form, as on the Contacts page.
— continued
On the Deliveries, Accreditation and Vehicles pages of the Supplier Action Page, the link back to the start page is now the same button at the bottom left of the form, as on the Contacts page.
When a supplier has shared a delivery from its portal, the Deliveries list shows a Shared badge under the delivery title, with one line per live share: which supplier shared it, with whom, until when, and whether the link was opened. The delivery window lists the same shares under Request information, with Stop sharing. The link itself is never shown. Stopping a supplier's share never affects your own information requests, and the other way round.
On the Supplier Action Page, an open delivery has a Share this delivery card with two buttons. Email sends a link to the address you enter, with an optional name. Share link creates a link the supplier can copy or send from their phone; it is shown once. The person with the link can fill in that one delivery and nothing else, and what they send is the supplier's own proposal, listed on the portal and reviewed as usual. A link lives until the delivery arrives, at most 14 days, and stops working if the supplier loses access. Creating a new link ends the one shared before, and Stop sharing ends it at once. On the supplier's list of existing deliveries, a shared delivery is marked Shared, with who it was shared with, until when, and whether the link has been opened.
11 changes · 5 added · 4 updated · 2 fixed
Suppliers 4 · Incidents 2 · Accreditation 2 · Risk 1 · Vehicles 1 · Production Plan 1 · +1 more
On the Contacts card of the Supplier Action Page, a supplier can now edit and delete the other people listed, as well as add them. Changes apply at once and the supplier's responsible is emailed about each one. The primary contact is listed but can only be changed in the workspace. Email and phone are never shown there: the edit boxes start empty and an empty box keeps the current value.
Looking up a registration number in the delivery dialog, on Deliveries and in the Production Plan, filled make, colour and dimensions but left Body style on No type. It now fills the body style as the Vehicles module does.
Four Help tables (Contracts access and statuses, Groups access scope and Schedule access) showed no rows in any language; they now show their content. Labels in some Help tables printed HTML tags as text; they now use quotation marks. The last column of every Help table wraps and reads left instead of running on one right-aligned line, and table headers wrap, so most Help tables now fit on a phone without scrolling sideways.
The Supplier Action Page has a new Contacts card. The supplier sees the names and roles of the people registered for them, never their email addresses or phone numbers, and can add a colleague. The person is added at once and the supplier's responsible is emailed; on the People card the person is marked From supplier page. The primary contact is still changed in the workspace only. Request update now opens each existing contact for editing, with email and phone left empty to keep the current value, and lets the supplier add several new people. Changes to existing contacts are shown to the reviewer field by field and applied with the rest of the update.
When a supplier registration names an organisation number that an existing supplier already has, it is now handled as a new contact for that supplier: the review offers to attach the person as a contact, optionally as the primary contact, instead of applying the registration over the supplier. The person who registered is told in their confirmation that the organisation is already registered, and when they are attached they get an email saying so, with the link to the Supplier Action Page.
The People card on a supplier now has Add contact, with name, email, phone, role and an option to make the person the primary contact. Every additional contact has Edit and Make primary; making someone primary moves the previous primary contact into the list of additional contacts, so nobody is lost or listed twice. The primary contact has Edit and Delete. Deleting the primary contact asks which additional contact takes over, because a supplier always has a primary contact; with no other contact it can only be edited. A contact must keep a name, an email or a phone, and an email another contact already has is refused.
A guestlist can give every invited guest a personal link. Turn on guest links on the Host link tab; every invited guest then has a link, and guests added later get one at once. On their link a guest sees their invitation, names the people on their extra places, declines while the invitation is pending, asks for an approved invitation to be cancelled, and corrects their own email, phone and affiliation while pending. Everything a guest submits waits for approval. The Guest link button on a guest's row copies the link or emails it to the guest, and Regenerate replaces it. The guest list shows who asked for a cancellation. Turning guest links off closes every link of the list. See Help, Guestlists, Guest links.
A guestlist can be copied into the same project or another active project, for example for next year. The copy keeps the list's details, host, request mode, places, companion and approval settings, catering questions and access defaults, but not the guests, the host link or its deadline. Copied into another project, only the access types come along and the Defaults tab is prefilled with them; phases and dates are chosen for the new project before its guests are invited back. The copy can invite the original list's guests back: each guest is added again as a new pending guest with the copy's defaults and the same number of extra places, and nobody is approved automatically. The Guests tab offers Invite guests back while guests from the original list can still be invited, and each guest is invited at most once. See Help, Guestlists, Copying a list.
The Quick action buttons on an incident are now full size like the ones on a risk assessment, and Reopen incident is a secondary button: only the forward step, Start handling, is highlighted. On a phone, the band at the top of the incident shows the same Quick actions as the sidebar, in the same order: Start handling, Share with supplier, + Add log entry and Close or Reopen.
The risk assessment (SJA) case page now follows the incident page layout. Quick actions offer + Add log entry directly above Review and close (above Reopen on a rejected SJA, and as the last action on a closed one); it opens a dialog that adds an internal note to the log, as the Log tab does. Report incident is an ordinary secondary button in Quick actions and is offered only there. The sidebar shows Recent activity under Quick actions: the three latest log events, newest first, with View full log when there are more. The More menu lists its items in the same order as on the incident page.
The top of an incident case page now looks the same as a risk assessment: a Back link and a More menu holding the downloads and other actions. The Add log entry button moved out of the header into Quick actions, directly above Close incident (or Reopen incident on a closed case). It opens the same dialog as before.
11 changes · 3 added · 5 updated · 2 fixed · 1 security
Groups 4 · UI 4 · Clockwork 2 · Scheduling 2 · Forms 2 · Dashboard 2 · +9 more
The incident report and the risk assessment (SJA) report have a new, cleaner layout: a header with the logo and key facts on the first page, a short header on the following pages, and a footer on every page with the project and reference, the page number, and when and by whom the report was generated, in your account's time zone. Short tables are kept together with their heading. The standard download is an operational report you can share with security, HSE staff and contractors: it leaves out the reporter's identity, causes, internal notes, contact details and GPS positions. People who manage incidents can also download the report with the reporter's identity, or the full internal record, which is marked internal on every page. People who manage risk assessments can download the internal record as well. Safety checks nobody answered now read Not answered, and reports use reference codes instead of internal numbers, in the file name too.
Settings, Modules, Clockwork has a new card, Automatic session approval. When it is on, a session is approved by itself at clock-out when it is linked to a scheduled shift and both the clock-in and the clock-out are within the tolerance of the shift start and end. You choose the tolerance: 5, 10, 15, 30, 45 or 60 minutes, 15 by default. Sessions that do not match wait for manual approval as before. The setting needs the Schedule module and is off until you turn it on. A person whose Session approval is set to Automatic on their user page is still approved on every clock-out, and that now applies however they clock out: at the PIN terminal, by a manager, by QR scan or from the Clock out button on their user page. Before, only the PIN terminal honoured it.
A dialog opened from a link, for example from an email, could show a black focus ring around the whole window. Dialogs now open without it. Buttons and fields inside a dialog still show their focus outline when you move through them with the keyboard.
In the shift window, each assigned person now has the name, the group and the Clock in and remove buttons on one line. A person's note sits on a second line, lined up under the name, and only when there is one: otherwise a quiet Add note link beside the name opens the field, and leaving it empty closes it again without saving anything. The minimum age is no longer its own row in the window. When the shift has one, it now ends the line under the title, after the location and project, for example 18+. The same window opens from the schedule and the Workforce dashboard, so both show the change.
The bulk change worker type action now says, in its description and in its confirmation, that each person's overtime eligibility is left as it is, and should be set per person if the new type should change it. The Groups help says the same.
Several fixes to group bulk actions. An inactive group is no longer offered as a change group target, and is refused if named anyway. The contract reminder's 24 hour cool-down now looks only at the contract being reminded about, so sending a new contract or one that was already signed no longer holds back a reminder for a different contract still waiting for a signature. The change project preview now asks you to choose a project instead of reading an empty choice as clearing it. The rate start date picker, on the bulk card and on a user's edit form, now lets you pick today in your account's time zone in the early hours of the morning.
The bulk change group action only listed groups inside your Groups and people scope, but a crafted request could still name another group. The preview and the change now both refuse a target outside your scope before anyone is counted or moved.
Opening Projects, Locations, Messages or Settings from the Ops menu no longer switches the sidebar to Workforce: these pages are shared by both menus and now keep the one you came from. Incidents opened from the Ops menu stays in Ops.
The Projects, Departments, Locations and Forms lists get an archive icon on each active row, between edit and delete, with a confirmation first. Archiving keeps everything that happened: a project stays on the list as archived, a department or location leaves the pickers, and a form closes to the public while keeping its submissions. Archiving now has its own archive box icon on these lists and on Vehicles, Accreditation and Suppliers, where it replaces the check mark that read as complete. Groups, which archive from the row, show the archive box instead of a bin.
Every place that shows a link to share now has the same copy icon: forms and the default registration form, signup links, Production plan sharing, Power public links, supplier intake links and the supplier link card, the Deliveries public registration link, Comms contacts and channels, and the Risk assessments and Incidents sharing cards. Clicking it copies the link and shows a check mark for a moment. On Schedule, Roles, deleting a role is now the trash icon.
Each person assigned to a shift now has a Clock in or Clock out button in the shift window, wherever the window opens: the schedule board, the dashboard and every other page that shows it. The dashboard's No-shows card also gets a Clock in button beside each name. Clock in is offered from two hours before the shift starts until it ends, follows the same suitability checks as Clockwork, and asks you to confirm before clearing a no-show mark. Clock out closes the person's open session, and if they still hold items to return you are taken to Clockwork's return dialog. The window updates in place.