Categories
Pazo News

Because you like getting smarter over time…. PAZO update 8.2

All of us in PAZO know that these are challenging times. We hope that we can give you a little bit of comfort by delivering our product update to you from the safe, physical distance of our own homes. Welcome to our PAZO Update 8.2

Mobile App

Need to edit your answers in drafts – No worries, we’ve got your back 
PAZO Mobile App update
PAZO update 8.2
  • Now, you can easily edit the Checklists Draft answers once a setting for Drafts is enabled which will allow you to Edit the answers on Drafts 
  • In an Editable draft, now any user of the same department could make changes.
  • Each time any user modifies the answer, an auto-generated comment will be highlighted.
    E.g.: Eliza modified the answer from Gate 1 Front Entrance to Gate 2 Back Entrance at 11:00 a.m. 04/Jun/2020
  • Now you can easily view the comments history on:

    • Checklists Reports Page on Mobile App and Web App
    • On Attachment/Comments Screen on Mobile App:
      • All previous comments will be shown 
  • You can edit/modify the answers as well as the attachments any number of times, before the final submission of the checklist.
  • Now, when “Allow editing in the draft” setting is enabled, Checklist with default values are also allowed in drafts
Attach any type of file on Checklist Submit
PAZO Mobile App update
PAZO update 8.2
  • Now, there is a New attachment screen that allows users to attach any type of file such as pdf, doc, Xls, ppt, txt along with the live image option. 

Users can also view the previous comments on the new attachment/comments screen.
Attachment section can be seen on  

Mobile App->Checklist Submit-> Question-> Attachment(pin) icon

You can see the attachments on:

      • Checklist Reports Page on Mobile and Web Apps respectively
      • All Images from Submit Checklist of Image Field and Attachment images will be shown on Image Gallery
  • Maximum File Size for any type of attachment should be 10 MB
Issues raised from Checklist Question can now be easily identified 
PAZO Product update
PAZO update 8.2
  • The issues which are raised using the raise issue option present on the Submit checklist screen will have the following format: 
    • Issue Name will be in the following format:
      [From Checklist] – <schedule name>. Q. <question name>.

E.g.: [From Checklist] – Daily Store Opening Checklist Daily 7:00 a.m. Q. Which gate did you enter from?

  • Every time a  new issue will be created:
    • if an issue is raised from the Submit Checklist Page
    • if you raise the Issue on the same question without submitting a Checklist.

 

Warning!!!
Duplicate Submission of Checklist
PAZO Product update
PAZO update 8.2
  • To avoid the duplicate submission of the same schedule,you will get an alert message whenever an already submitted checklist is submitted again.
  • This will be applicable for any person within a department

E.g.: If a checklist has been submitted by a user A in the department and user B of the same department tries to submit it again, an alert message will be popped up. But the user will still be able to submit the checklist 

Hassle-free app update
PAZO Product update
PAZO update 8.2
    • Now, from within the PAZO App users can easily find out if a new version of the PAZO App is available on the Play Store/App Store. Whenever a newer version of the App is available for downloading, users can immediately download and enjoy the new features 
  • This option is available on the Side Menu bar in the PAZO Mobile App
Making checklists fun
PAZO Product update
PAZO update 8.2

Now, you can select an Emoji as an answer (if added from WebApp)
while submitting the checklist

An enhanced UI only for you

For a better experience, we have made changes to the UI for various Screens such as Checklists, Drafts, Locations. We have reduced the clutter and made the UI simpler and more organized for all these pages to make your experience more superior

 

Web App

 

Need to edit your answers in drafts – No worries, we’ve got your back
PAZO web App update
PAZO Update 8.2
  • Now, you can easily edit the Checklists Draft answers.
  • By enabling the edit option in the settings,you can edit the checklist draft answers.
  • To Enable Edit Drafts Setting:
    Navigate to Manage Schedule-> Adhoc Schedule- Allow Saving as Draft -> “Allow Editing in Draft”

    Note:- Once the setting is saved, it cannot be undone. 
  • In an Editable draft, now any user of the same department could make changes.
  • Each time any user modifies the answer, an auto-generated comment will be highlighted.
    E.g.: Eliza modified the answer from Gate 1 Front Entrance to Gate 2 Back Entrance at 11:00 a.m. 04/Jun/2020
  • Now you can easily view the comments history on:
    • Checklists Reports Page on Mobile App and Web App
    • On Attachment/Comments Page on Mobile App:
      • All previous comments will be shown 
  • You can also edit/modify the answers as well as the attachments any number of times before the final submission of the checklist.
  • Now, when “Allow editing in the draft” setting is enabled, Checklist with default values are also allowed in drafts
Drafts can be automatically discarded
PAZO web App update
PAZO update 8.2
  • Now, your drafts could be discarded automatically if no action is taken on them
  • For automatically discarding the draft, you have to enable a setting and set the number of days after which the drafts would be discarded.
  • To Enable this Setting:
    Navigate to Manage Schedule-> Adhoc Schedule- Allow Saving as Draft -> Auto Discard of Drafts (Number of Days)
Trigger for on Field in Draft Save
PAZO web App update
PAZO update 8.2
  • Now, when you choose Trigger On – On Field, a New Trigger can be added which will work when a draft is saved
  • To add this New Trigger:
    Navigate to Manage Schedules-> (navigate to a checklist to apply trigger) Notifications & Triggers -> Add Trigger
  • You can choose any one of the options-> Apply for All Sites, This Site
  • Choose from option Trigger On – On Field 
    • Along with Checklist Submit, a New option appears- On Draft Save
      • Choose-> on Draft Save
    • Choose a Field for which the trigger must be applied
    • Choose a condition from the following set of conditions: 
      exists, in between, less than, greater than, equals. 
    • set an action type: Send Email, Send SMS, Trigger Webhook, Send Notification
  • The draft trigger would work if the condition specified in choose condition option is TRUE
  • Draft Trigger will be actionable only if there is a change/modification made in the field. If there is no modification/change in the field answer, the trigger would not be actionable.
  • Hence, Trigger can be added for Checklist Submit, Draft Save or both simultaneously
Issues raised from Checklist Question can now be easily identified 
PAZO web App update
PAZO update 8.2
  • The issues which are raised using the raise issue option present on the Submit checklist screen will have the following format: 
    • Issue Name will be in the following format:
      [From Checklist] – <schedule name>. Q. <question name>.

E.g.: [From Checklist] – Daily Store Opening Checklist Daily 7:00 a.m. Q. Which gate did you enter from?

  • Every time a  new issue will be created:
    •  if an issue is raised from the Submit Checklist Page
    • if you raise the Issue on the same question without submitting a Checklist.
Checklist Missed! Raise an issue on Checklist Escalation
PAZO web App update
PAZO update 8.2
  • Now, taking immediate action on a checklist being missed is possible with the help of an automatic Issue creation.
    You can automatically raise an issue whenever a checklist has been missed.
  • If you want to automatically raise an issue every time a checklist is missed, then you must check on the Raise Issue option on Schedule & Department pages:
    To apply the setting to a schedule level escalation:
    Navigate to Manage Schedule-> Daily Schedule- Escalation -> Raise Issue on Escalation
  • Similarly, to apply the setting to the whole Department level escalation
    Navigate to Manage Departments-> Manage Escalation of department -> Raise Issue on Escalation
  • Issues raised on escalations can be easily identified with Name. Issue name will be in the following format:
    Name: [Checklist Missed] – <schedule name>
    E.g.: [Checklist Missed] – Daily Store Opening Checklist Daily 7:00 a.m. was not submitted on time
  • If the “Raise Issue on escalation” option is checked for all 1st, 2nd and 3rd level escalations, then Issue will be created if a Checklist is missed & for consecutive escalations, the same issue comment will be updated.

E.g.: If a checklist is missed & the issue is raised for the 1st escalation (Checklist is missed) then for the consecutive escalations (a checklist is missed again) i.e. 2nd and 3rd, same issue comment will be updated instead of a new issue creation 

  • Raise Issue on escalation option is present for Daily Schedules & Specific time Schedules

 

Highlighting the difference between the checklist submitted GPS coordinates and the Site Coordinates on Checklist Reports
PAZO web App update
PAZO update 8.2
  • Submitted Checklist Coordinates are compared within a radius of 100m with Site Coordinates, to determine whether the checklist was submitted from within that boundary
  • The difference is reflected in the View Checklists Page, Checklist Reports page and Checklist Excel Export
More control to Site Admin
PAZO web App update
PAZO update 8.2

User with Site Admin permissions will have the following rights:

  • Now, users with Site Admin permissions will have access to Checklists Page where they can create a new checklist on their own
  • Users with Site Admin permissions can add a checklist and schedule them to the department(s) to which they have access to
  • The Checklist created by a Site Admin can be edited either by that user himself or by Super Admin
  • A user with Site Admin permissions can view all the checklists on the Checklists page but he/she will only be able to edit which are created by him/her
  • Now, users with Site Admins permissions can be given selected departments access instead of all department’s access by default. Only Super Admin Users can alter or change the permissions of Site Admin Users
  • There will be an option on Manage Users and Edit Users page of the Super Admin user: 
    • to select the Users and assign Site Admin permissions and select departments
      The Site Admin users can schedule a checklist to a department if they have the relevant department permissions
  • Now, users with Site Admin access will be able to view information according to their department permissions: such as on Dashboards, Checklist Export, MIS Reports
Making checklists fun
PAZO web App update
PAZO update 8.2
  • Now, users can add emojis while adding or editing a Checklist & the answer type chosen is Single Select

To add an Emoji:
Setup->Checklist->Add/Edit Checklist->Add a Question->Select Type->Single
Select->
Pro tip: If the Emoji picker doesn’t work, you can use a shortcut key to use Emoji picker: Windows +. (period) For Windows & Command + Control + Space For Mac 

  • While submitting the checklist you can view the emojis and select an answer accordingly.
  • Emojis can be used with or without the text.
Site Group’s order can be modified 
PAZO web App update
PAZO update 8.2
  • You can customize the Site Group Order, as per your requirement, and reflect the same on Dashboard, Dropdown and other places.
  • Now, Site Groups have the functionality of Re-ordering. With this feature, users will be able to Drag and Drop Site Group names, hence they can select a custom order of the Site Groups
  • To Re-order the Site Groups:
    • Navigate to Setup-> More -> Site Groups
    • Users can re-order the Site Groups on Manage Site Groups Page using the drag and drop option

The default order of Site Groups will be Alphabetical order

Slideshow for Image Gallery
PAZO web App update
PAZO update 8.2
  • Now, there is an option to play a slideshow of the Images present on
    Web-> Checklist-> Image Gallery
Audit Trail for Locations
PAZO web App update
PAZO update 8.2
  • Now, Audit Trail is available for all Location level actions such as: 
    • For New Location Added:
      • The audit information will be in the following format: <username> added a New Location <location name>
      • Clicking on the heading following information will be shown
        Location Code, Coordinate, Address, Area and City
    • When a Location is modified:
      • The audit information will be in the following format: <username> modified a Location <location name>
      • All the comparison information will be shown Before | After
    • When a Location is disabled:
      • The audit information will be in the following format: <username> disabled a Location <location name>

All the comparison information will be shown Before/After

First Answer is shown on the Drafts Page
PAZO web App update
PAZO update 8.2
  • Now, to make the draft identification easier, the First Answer is shown right next to the Checklist Name column. The first answer is shown on the draft page itself without opening the draft.
  • The answers(fields) which can be shown are:
    • Single Select
    • Number
    • Drop-down
    • Short Text

      Do you have suggestions on PAZO features you’d like to see in our future updates? Let us know in the comments below!

Categories
Pazo News

Pazo Got A Makeover with V8.1!

Pazo has gotten quite a makeover since our last update and we’re excited to let you know how we’re striving to be better than we were yesterday. We’re constantly working to improve your Pazo experience and here’s the summary of what has been changed

What is new with Pazo 8.1:

  1. Stock Room Management

Stock counts if unorganized will definitely lead to inefficiencies, misuse of stocks, and other nightmares to the company. To put an end to stock rooms with missing or wrong inventory we introduced stock room management on Pazo. This new feature will help businesses prioritize and organize stock room count, and get complete visibility about the stock movement.

Learn more about Stock Room Management

2. Conditional Logics in Checklist

Conditional Logic in the checklist that will easily show or hide fields based on how the user responds to the main fields. This is basically conditional branching, where conditions are set and certain fields will branch from others based on your conditions. A logical condition can be applied in the Single Select & Drop-down type questions as of now.

Learn more about Conditional Logic

3. Documents and Training now have Analytics

Document Analytics is a data-driven assessment of how the users make use of your uploaded document. You’ll learn how your documents are used, who uses them, and when is it being used.

Changes that have been introduced to Documents & Training on Pazo Web App

  • Documents can now be assigned easily to a specific site/department and it can be uploaded directly by Site Admin(s), Viewer(s), and Super Admin. But, the site-specific permission applies for viewer(s) & Super Admin(s)

For Eg: A Super Admin can assign a document to all the Sites whereas a Site admin or a Viewer can assign a Document only to the Sites to which they have permission.

Modifications in Documents & Training Module

  • Now, we have made it easy for a user to add or edit a Section (Folder) and add any number of documents within the Section.

  • The document version is updated automatically once a user modifies a section or updates a new document, modifies a document name. The version number can be modified manually also.

  • Document Analytics has been introduced now, users can get insights such as username, no. of times a document has been opened on Mobile App and time duration of the document viewed.

To view document analytics

o   Navigate to Setup->Documents

o   Go to a Section

o   Click on Document Analytics option (present beside List of Documents option)

The new Documents & Training section allows people to  view images, videos (MP4) and documents [doc, excel, pdf, ppt]

Changes on the Pazo Mobile App

Now, users can view all unopened documents on Site Dashboard

Users can also view the list of all documents categorized by Sections/Folders from the Side Menu Navigation Pane->Documents

4. Chat & Comment details of Issues is now added to the Excel report of Issues.

Our earlier report didn’t have the data of chat & comments added during the cycle of issue management. So, we decided to introduce the chat & comment transcript in the excel report when the user downloads the report to make the report more detailed

Where to find chat & comment in the new report?

  • When a user downloads an Issue Excel Report from Issues Page, a New Sheet- Comments is added by default where all the Issue chat, as well as system-generated comments, are shown, in the format as username, Comment Manual/System generated, Date and time of the comment

 

5. Meter Readings Consumption now available in Custom Dashboard, Excel & Triggers

Analyze, compare, or-view site-wise consumption of  the meter readings by using custom graphs, downloading excel reports or adding a trigger to track readings effectively

  How to add a graph for Meter reading?

  • Navigate to Custom Dashboard->Add Graph-> Choose specific Checklist which has a Meter Reading Field in the ‘Select Data’ option
  • Here,  ‘Select data field’ option, scroll down and choose the field which has meter reading
  • Give the graph a name and desired color and click save

 

Analyze Meter Readings comprehensive

Now, Meter Reading details such as consumption, last reading date & time can be viewed on Checklist Export Reports. All these details will be available for questions which have answer type as ‘Meter reading’

To  add a trigger on Meter Reading field from ‘Notification & Triggers Option on Schedules Page

  1. Navigate to Setup->Schedules->Notification & Triggers->Add Trigger
  2. Trigger on- Choose on-Field
  3. Choose Field- Choose the Meter Reading Field where the trigger has to be added
  4. Choose any of the Conditions- Less than, Greater than, Equals, Exists or Between
  5. Enter the desired consumption value for which trigger has to be activated
  6. Choose an action type i.e. in what form will the trigger be received like Send SMS, Send Email, Trigger Webhook, Send Notification

6. Flags on Number field in checklists

Super Admin(s) can now add a flag to the “number field” on Checklists. 

Steps to add a flag on a Number field:

  • Navigate to Setup-> Add Checklists Page->Add a Number Field
  • Click on Flags, a drop-down will appear, now a user can put conditions such as Less than, Greater than, Equals, In Between and Not In Between
  • Users can input values in the conditions box

Flags on Number field in checklists

7. Audit Trail for Sites & New filters in Audit Trail

Two new improvements have been done for the audit trail. 

  • Audit Trail can now be viewed for Sites specific modifications such as Add New Site, Disable Site, and Edit a Site
  • Users can apply Feature specific filters on Audit Trail to visualize only one type of audit trail at a time

8. Two New Reports: Users Info. & Checklist Reports on MIS Reports

We have introduced two new reports for a user to download

Users Info:

  1. This Sheet provides details of all Active user’s information such as checklists submitted, issues raised, reviews done, the average time is taken for checklist submission, etc.
  2. Site Wise List of Leaders and Laggards
  3. List of Inactive Users which have not logged in to App or performed any activity on either Web App or Mobile App for the last 30 days

Note: This sheet is also attached along with weekly multi-site summary emails

Checklists Info:

  1. This is a New Excel which provides information at Checklist level such as Number of times a Checklist has been Scheduled, Number of Times it has been Submitted overall across Sites

9. Auto-generation of location code

For ease of use, now a location code is automatically generated and added by the system. The auto-code will be generated by predefined condition by the system itself

When adding a new location, if the location code isn’t added manually the system will generate a Location code and assign it to the location. It is applicable to bulk upload as well.

Users will have access to modify location code at any-time

10. UI for Submit, Submitted Checklist Screen on Mobile App

For enhanced user experience, we have made changes to the UI for various inside pages of the Checklists such as Checklist Submit, Missed, Flags, and Review Pending. We have reduced the clutter and made the UI simpler and more organized for these pages

Do you have suggestions on features you’d like to see in our future updates? Let us know in the comments below!

Categories
Pazo News

Actionable Flags, Revamped Dashboard And More With Version 7.9.5!

Since our last update to V 7.9, we have made improvements to make your Pazo experience better. 

Here’s a quick video summary of what’s new with Pazo:

Flags Made Actionable

 

Previously when responses were flagged, managers didn’t have the option to create quick corrective measures pertaining to it. With the new option to create issues automatically when a response is flagged, accountability and transparency have improved and the time taken for issue management has reduced.

Now flags also have a status for easy monitoring – Open/Resolved

Dashboard Updates

Multi-site Dashboad In Mobile App

 

With the UI enhancements, now it’s easier for managers of multiple sites to have an overview of the data across all the sites they have access to.

View Data Department-Wise

Previously all the overview was displayed site-wise, making it challenging for department heads to view how their departments were performing. With the new department view, you can view your department’s performance across sites allowing you to take corrective measures to improve productivity whenever needed

Checklist Status Report

 

Now, easily view reports for checklists assigned as adhoc, gone missed and or submitted late right on the dashboard itself.

Expand & Collapse Question Groups

Drafts allow multiple users to complete sections of checklists and now with the help of the new option for groups, it’s easy to collapse and expand question groups for better navigation

Improved Knowledge Base

The knowledge base has now been updated with the easy-to-follow guides to help you utilize Pazo to the fullest without needing external support. However, we’re always here to help you 🙂

Date-wise Schedule Progress

With the new feature added to the dashboard, you can now filter schedule progress by date, allowing you to quickly analyse trends and take corrective measures if needed. Date-wise progress can be seen for completed schedules that have flags, pending review or have been missed. You can also view data for Adhoc checklists that have flags or are pending review.

Schedule

Advance Planning Of Schedules

Previously, schedules could not be created in advance. With this new feature, there is better planning for future processes. This is helpful if there are new processes or departments being added to improve routine operations

Copy Schedule to Multiple Sites

Creating schedules on individual sites being managed by a single employee can be time-consuming and there are more chances of human error. With the ability to copy schedules, a schedule common to multiple sites can be created once and then copied to the remaining sites, saving time and minimising errors

All Sites & Zone View

Now schedules assigned to sites and particular zones can be easily viewed using the newly added filter view

Filter for Checklists on Scheduled Page

Now there’s no more scrolling through multiple created checklists to find what hasn’t been scheduled yet. With the new filter, you can easily view the checklists that need scheduling

Trigger for a Checklist On Multiple Sites

In the past, individual triggers needed to be added to checklists across multiple sites. With this new feature, while creating a trigger for a specific schedule, you can add the same trigger conditions to all the sites you manage

Disable all schedules simultaneously

Earlier each schedule had to be disabled individually, in case there were any changes. Now all schedules that are not relevant or need a change can be disabled all at once. If any locations need to be disabled or edited in a particular schedule, it will not affect previous submissions and the newly made changes will be visible from the next day onwards.

Checklist

Download multiple checklists reports

Department managers had to sift through all the checklists of sites being managed. Now, you can download the report for a maximum of 10 checklists from specific departments at a time for better viewing and analysis. The functionality for Export Report and Review Data on Export Reports has also become more robust.

Discard Drafts

Previously drafts had to be abandoned when a work permit was on hold or rejected. Now, drafts that are not needed, for any purpose, can be easily discarded to improve visibility and minimise confusion.

 

 

 

 

 

 

 

 

Flags, triggers and scores associated with the discarded draft will be ignored, however, the report will display the last saved progress before the draft was discarded

Apart from these, we have added help text and made a few modifications in the ‘add/edit user’ and ‘manage sites’ sections for a better user-friendly experience.

Categories
Pazo News

Pazo Upgraded to Version 7.9!

We have been working on quite a few things since our last feature update. As we are now scaling globally, Pazo is happy to announce that we’ve moved to a pure SaaS model. What does that mean, you ask? With our new upgrade, we have automated the system so that every customer can opt for a trial, pay online and start using PAZO in a matter of clicks. No more waiting!

With our global scaling, we have also made our pricing plans more transparent. Now, choose a plan based on the features and number of users you wish to add to your Pazo account.

Without further ado, here are the updates for Pazo 7.9. You can watch the quick video summary or choose to read through the detailed feature updates:

More Accessible Unsubmitted Checklists

Previously, you had to switch between multiple pages to be able to view the drafted checklists, making it a bit more difficult to see where exactly it was. Now, when checklists are being created and saved as drafts, they can be easily accessed on the dashboard page on the mobile app.

Managers can easily see the progress of drafts, even if they have only Viewer or only Site Admin permissions on the mobile app.

Alerts For Processes/ Permit To Work

There have been times when team members weren’t alerted when drafts were being created. This was seen, especially for permit to work orders. To make communication easier within the teams and to complete tasks faster, we’ve now added the feature to add a trigger on saving a draft. Whenever someone from your department saves a drafts, you can be notified by email, SMS, web hook or just a notification

Personalised Nomenclature For Drafts

It’s not always that you call processes in your industry using the same nomenclature as another industry. This is why we have now added the option for you to change the default name of saved processes checklists from “drafts” to anything of your choice. This option is available under ‘Globalisation’ in the setup page.

Gallery Image Annotations For Raising Issues Easily

We’ve added annotations to the gallery images, similar to what we already have for Issues and Messages. This makes it easier for managers raising issues from gallery images, where specific details can be marked. 

Alerts on Checklist Scores For Process Optimisation

As a manager or an auditor monitoring efficiency, getting an alert as soon as something is underperforming is a great way to optimise it. This is why we have now added triggers to checklist scores when they are less than, greater than or in between to a specified condition. You can add triggered to scores of a particular field or the overall achieved score.         

So that was all you needed to know about this new update. If there’s a feature you would like to see in Pazo, do let us know in the comments and you just might see them in our future versions.

Categories
Pazo News

Pazo Updated to v7.8

Mobile App


1. Introduced Image Gallery on PAZO Mobile App

Now, users with Site Admin or Viewer permissions can view all images submitted within a checklist across all sites at one place in the gallery menu. Flagged images and fields are also highlighted in the Gallery.Image gallery on the mobile app image gallery in pazo mobile app

Users have an option to share the Image to different apps such as Gmail, WhatsApp, etc. Users have an option to directly raise an issue on an image from the gallery itself, users have to open an image and click on raise issue button.

view image and raise issue

2. View Previous Days information on Mobile App

On Multi-Site View, now users are able to select dates & see the information for previous days. They can view information such as Schedules, Review Pending, and Flags. But open issues are counted till the present date.
Previous day schedules

Users can directly navigate to Schedules, Review Pending and Flags pages respectively and view the information for chosen dates respectively.

Web App

  1. PAZO Help Knowledgebase
  • Now, there is a dedicated Help Section in PAZO. PAZO Help widget helps all web users to find the answers to their questions in the form of texts, images, and videos. This knowledge base will keep on updating its content from time to time so that users are can read about the updated feature descriptions, FAQs. There is an option to raise a ticket via an email or immediately chat with a PAZO support team member. Users may also visit help.gopazo.com to go through the full knowledge base. 

Helpscout Support

2. MIS reports inside Web App

  • A New Reports Page is added under checklists menu for downloading various reports in excel format. Reports such as submitted checklists zone Wise, Issues Site Wise, Issues Department Wise, Flags raised Site Wise, Flags raised Department Wise.
  • Users can select a Site Group, Sites and departments to filter accordIngly and download reports as per their needs.

MIS Reports

3. Locations Enhancement

Now, users have an option Download QR for the particular locations only instead of downloading all the QR Codes for all the Locations at once. Now, locations page UI has been made simple for better User Experience.

Location Features Enhancement

4. Default Location created at the Time of Site Creation

  • Now, a location is created by default as soon as a new site is created
  • Location information such as city, coordinates & address are copied from the Site itself
  • A random six-character code is given to this location which can be edited later as per needs.

This location can be used for raising Issues, assigning schedules if required. This location can be edited and deleted at any time.

5. Now, in Checklist Graphs on Custom Dashboard users have an option to see Percentage change on Y-Axis

  • On the Custom Dashboard, while creating and editing a checklist graph, selecting the Y-axis user gets two options: Total and Percentage. Same is followed for the particular checklist. This will show the percentage change of the chosen option such as submitted and missed respectively on the bar graphs.

Custom graphs feature

6. User Tagging is now allowed in Schedule and Department Level Escalations

  • User Tagging is now allowed in Schedule Escalations and Department Escalations. Tags can be assigned in these escalations instead of giving names of each individual one by one.

user tagging improved

  • User Permissions such as Site Admin and Viewer (with departments) is checked before sending an escalation to enhance the security of the system.

improved user tagging

7. Enhanced design for PDF download in communications

  • Task PDF design has been redesigned for a better cleaner look. Images are shown as thumbnails, all analytics such as users responded, sites responded are shown in a cleaner way for better user experience. This PDF download is available for person who created a task in communications.

PDF CUSTOMIZATIONS

Categories
Pazo News

How User Tagging can be helpful to your organization? | PAZO User Tagging Benefits

Introduction

How easy is it for you to set up operations for different users who belong to different departments?

Sounds a tedious task, huh!

Well, that can be made simpler and faster with the tagging of Users.


A #tag is a word or a phrase preceded by a hash mark (#), to identify a keyword and facilitate a search for it

Tags can be thought of like user groups on your application. You can arrange your users into these groups by assigning them the appropriate tags. This is a very useful method of creating and managing user permissions. Once a user has a tag, a link is created to their profile. Tags are nothing but a general naming convention or a combination of alphabets and numbers which is recognized all over the organization. It is extremely helpful when you need to find similar users.

Why Tagging is Needed?


The integration of tagging allows the application to easily categorize as well as classify information and also improve searching of information. Tagging users is a way to group or identify collections of users. It provides you with the ability to logically group and filters different users.

For example– you can create a ‘Supervisor’ tag and assign it to all the Supervisors within the organization. You can use this Tag in email reports module to send reports, to all the users who are tagged ‘Supervisors’.

Reasons to Use Tagging

  • Organizing Users: tagging makes life easier for administrators as they can quickly organize users and setup operations such as escalations and email reporting with little effort
  • Managing Permissions: with the ability to create tags it becomes possible to express entire organizational structure, covering designations, departments, and their relationships. This allows the creation of a hierarchy in parallel to the official one
  • Improved Flexibility: Tags have many names, categories, labels. They are flexible in the way they can be used
  • Improved Searching: created tags and applied tags can be used while filtering out the list to narrow the results to those that are relevant
  • Simple Sophistication: tags can simply be created and assigned to multiple users Afterwards, a number of operations can be added to provide more usability of the tags

We at PAZO have developed a User Tagging Feature for our wonderful clients and potential customers.

How do I create a Tag?

The Person who has Admin access can create, edit or manage the Tags. You can view all user tags, along with the details of how the tags are being used, if the description is available.

Creating and Managing a Tag:

    1. Click the Setup icon ( Image result for setting icon png ) in the Menu bar, then select User Tags ( Image result for users icon )
    2. In the section Add New Tag, give a Name preceded by # and description(optional) to your Tag
    3. Click Save Button
    4. Click the Edit iconImage result for edit icon ) present on each Row, to edit the name and description of already created Tags
    5. Click the Disable icon ( Image result for disable icon ) present on each Row, to disable an existing Tag. Disabling a Tag will un-tag all the users associated with that Tag.

How to Name a Tag?

The naming of a Tag plays a very crucial part and is generally done with respect to Users Permission.  This helps any naïve user to easily understand the role of that Tag. So, to make things simpler and avoid any confusions, we have set certain conditions while defining a tag name. These conditions are:

  • No special characters are allowed except underscore _ and hyphen –
  • Names cannot start with a Number, Underscore _ and hyphen –
  • Tag names should only contain small characters, even if a user enters block character, the system automatically changes it to small characters
  • A hash # symbol is added by default, which means a tag name should always start with a hash # symbol

Assigning Tags to Users

When a Tag has been created, it has to be applied to make it work. Therefore, assigning a Tag is necessary. You can assign the tags in various simple ways, such as:

  1. On Users Page, one way to assign Tags to multiple users together is through bulk operations i.e. Select Site – Select Users – Select Tags to be assigned and Save.
  2. The other way to assign a User Tags is by visiting the individual profile page of a user. On this page, you can search for created tags – Select a tag from the list – Click on the Tag name and Submit.

Use Cases in PAZO

There are various scenarios where a user who belongs to some other category can be tagged as something else and this contradiction of User tag and User Role creates a lot of confusion.

We have built an intelligent system, where the User Permissions are also checked for every tag. So, this doesn’t create a conflict.

For example-

A Field user in PAZO won’t receive a mail which a Site Admin or a Viewer is supposed to receive even if he/she has been tagged as #Siteadmin or #Viewer

The areas in the system that can be shaped by tags currently are:

1. Emails

Segment out who will get consolidated Email reports. Managing Site Status Emails and Consolidation Emails have become much easier & time-saving with the introduction of User Tagging. When you give tags in Email Setup, then based on the Tags, the respective Emails are sent to all those users who are associated with that particular Tag.

For example-

If you give #manager to Site Status Email, then the users with #manager and admin or viewer permissions will only receive that email. Suppose if a user has a #manager but he/she doesn’t have admin or viewer permissions then the email won’t be received.

Client Emails:

To receive Site Status Emails and Checklist Consolidated Reports on Emails:

      1. Click the Setup iconImage result for setting icon png ) in the Menu bar, then select Client Emails
      2. Search for User Tags in the search box using a #symbol, a list of suggested Tags will open up
      3. Click on the desired Tag
      4. Click Add to receive Site Status Emails and Checklist Consolidated Reports on Emails
      5. Click Save Settings

2. Site Emails:

To receive Site Status Emails, Checklist Schedule Status Emails, Issue Status Emails and Issue Escalation Emails:

      1. Click the Setup iconImage result for setting icon png ) in the Menu bar, then select Site Emails
      2. Select a Site for which you have to set up emails
      3. Choose from type of options available Site Status Emails, Checklist Schedule Status Emails, Issue Status Emails and Issue Escalation Emails
      4. Search for User Tags using a #symbol, a list of suggested Tags will open up
      5. Click on the desired Tag
      6. Select frequency as Daily, Weekly or Monthly
      7. Click Save Settings

3. Escalations

Setup your Escalations conditions to multiple users at once without giving each and every user email separately

For example:

Users with the #Department_Manager will receive Escalations Emails for their own department if a Checklist has been missed

Department Escalations

To receive Department Level Escalations:

      1. Click the Setup icon ( Image result for setting icon png ) in the Menu bar, then select Departments
      2. Select a Site & Department for which you have to set up Escalation Emails
      3. Navigate to the third Section to set-up Escalations
      4. Navigate to the Escalation Level type – 1st, 2nd or 3rd
      5. Search for User Tags using a #symbol, a list of suggested Tags will open up
      6. Click on the desired Tag
      7. Click Update

To Schedule Escalations:

      1. Click the Setup icon ( Image result for setting icon png ) in the Menu bar, then select Schedules
      2. Select a Site for which you have to set up Escalation Emails
      3. Navigate to a particular Schedule type, Daily Weekly, Monthly, Specific Time
      4. Navigate to the Escalation Level type – 1st, 2nd or 3rd
      5. Search for User Tags using a #symbol, a list of suggested Tags will open up
      6. Click on Save & Quit

Pro Tip- Suppose, a particular user leaves the organization and a new one replaces with the same permissions, in this case, you don’t need to set up all operations for the new user, rather you just have to Tag him with appropriate Tags.

P.S: Users without Tags can also be assigned escalation Emails, get reports and do a lot more things in PAZO.