Categories
Pazo News

Because you don’t have to be the same, Be Better…PAZO update 8.3

You know everything you should do to deliver perfect daily operations: get everyone on the same page (and excited!), ensure you’re prepared to start on time, capture review, follow up quickly and make sure the next task is promptly done.

The right balance of preparation, organization and communication makes sure you and your team achieve shared success and continue to move your operations forward.

But your work doesn’t solely revolve around making tasks happen.

PAZO new update lets you build your ideal processes flawlessly and provides alert to create better outcomes for you and your team around cities.

Mobile App

Alert!!! – Open Flags on submit checklist 

  • In case, from your previous submitted checklist, if the flag is open & unresolved (either not marked as resolved manually or an issue raised on the flag is not completed) then there is a flag icon on the submit checklist page
  • An alert will pop up, on clicking the flag icon on the question for which the flag was raised, on the submit checklist page- the checklist report details of the last submitted checklist schedule will be shown on the popup screen:
    • Schedule Name
    • Flagged question and answer
    • Checklist ID
    • Submitted by: <username> <date & time>
  • The above feature will work only online 
    • Flag alert will be shown only if the checklist schedule was submitted within 2 months. 

Robust Checklist reviews with review comments and scores

  • Reviewers can comment & give review scores for questions on the checklists submitted
  • Any reviewer can review comments without any setting whereas review scores can only be given when a setting ‘Allow reviewer to score’ is enabled on the Add checklist page on the web app
  • To give a review score or a review comment, the user must click on ‘Mark as reviewed’/’Review again’ button(s) to save the review details
    • The checklist will be marked as successfully reviewed only when it is ‘Marked as reviewed’
  • One user can give multiple review comments & review comments for a question if he/she has the user permissions for reviewing a checklist 
  • A reviewer can give a maximum of 10 & a minimum 0 as a score. However, the default score is 10 for every question which the reviewer can change and submit.
    • A question can be ignored from review scoring by giving -1 as a score on the question review score 
      • If a -1 is given as a review score then for that question, each time -1 will be retained (until changed manually) as the default score for all new checklist submissions
  • Review Scores will be shown on the checklist reports page 

Note: Review score & review comment options will not be present for discarded drafts reports

Unique ID for Unique Tasks

  • Since it’s difficult to identify or track an approval/task based on the name, date created as there were several tasks with the same name, user  and date.

Therefore, to remove the ambiguity, an ID similar to checklist ID and issue ID is added for all the newly created tasks/approvals/questions. This unique ID will be in the format of K323834. This ID will be shown on:

  • Tasks list screen & particular tasks screen 
  • Tasks PDF download from the web
  • Tasks XLS download from the web
  • Tasks sent via mail from the mobile app

Attach reference documents for each question in a checklist

  • Users can view a supporting reference document, such as an SOP related to the current question in a checklist if added on the reference section of the question in add checklist page on the web app
  • Users can view these documents on the respective question while filling a checklist: If the documents are present, they will be shown on the question reference pop-up

View group description, checklist description and schedule description

Group description will be displayed on the submit checklist page and the checklist reports page at the beginning of each group/section. It can be viewed by clicking on the “i” icon present right after the group name.

  • The checklist description can be viewed on the submit checklist page & submitted checklist reports page by clicking on the “i” icon present on top right on the web app as well as a mobile app
  • Schedule description can be viewed on the submit checklist page & submitted checklist reports page by clicking on the “i” icon present on top right on the web app as well as the mobile app 
  • Along with the checklist & schedule description following details are also added and can be viewed on the reports page:
    • Store name, store code, geotag with the area, checklist ID, time is taken to fill the checklist, number of times a checklist has been reviewed, submitted by:<username><date & time>

Geo-fencing alert for our android users

  • Now, users can identify their current location on the map when  ‘Record GPS location’ is enabled in settings on the schedule page on the web app.
  • Ideally, the user’s location must be within the geofence. Geo-fence is represented on a map in a purple-colored circle. 
  • The Geo-fence area will only be shown when the user is within 100 M radius of the actual site coordinates. The user can check if they are filling the checklist from the right place to avoid flagged reports.
  • If the checklist is submitted from outside the geofence area, it will be highlighted on: 
    • Checklist reports – as an icon, a red color location icon will be present on checklist reports, hovering on the icon will display a message- “This checklist was submitted from outside the Site Coordinates”
    • View checklist page – as an icon, a red color location icon will be present (Hover on the icon to display a message- “This checklist was submitted from outside the Site Coordinates”
    • Checklists excel export: One extra column is added: ‘Outside site coordinates’: if the Checklist is submitted from outside site coordinates it will refer Yes otherwise No.

Note- This feature is applicable only if the site coordinates are given properly otherwise if the site coordinates are not given or wrong, the geo-fencing will not work and the checklist report will be flagged off.

Web App

Robust Checklist reviews with review comments and scores

  • Reviewers can comment & give review scores for questions on the checklists submitted.
  • Any reviewer can give review comments without any setting whereas review scores can only be given when a setting ‘Allow reviewer to score’ is enabled on the Add checklist page on the web app
  • To give a review score or a review comment, the user must click on ‘Mark as reviewed’/’Review again’ button(s) to save the review details
    • The checklist will be marked as successfully reviewed only when it is ‘Marked as reviewed’
  • One user can give multiple review comments & review comments for a question if he/she has the user permissions for reviewing a checklist 
  • In case the setting – ‘Allow reviewers to score’ is disabled after a checklist has been submitted then:
    • All the future checklist submissions will not have an option to give a review score
    • All the reviewers will still be able to give review scores & comments for an already submitted report
  • A reviewer can give a maximum of 10 & a minimum 0 as a score. However, the default score is 10 for every question which the reviewer can change and submit.
    • A question can be ignored from review scoring by giving -1 as a score on the question review score 
    • If a -1 is given as a review score then for that question, each time -1 will be retained (until changed manually) as the default score for all new checklist submissions
  • Review Scores will be shown on the checklist reports page and excel export

Note: Review score & review comment options will not be present for discarded drafts reports

Department escalations can now be added for all sites at once 

  • Now, there is an option for bulk assigning escalations to multiple sites on the department escalations page

If a site already has an escalation assigned to it then newly assigned escalations from bulk assign will be added along with the older escalations 

While assigning the escalations, a user can choose site groups, multiple sites, all sites as options. The sites on bulk escalations (pop-up window) will be shown according to user permissions.

Attach files, raise issue & add comments while submitting a checklist from web

Now, when users submit a checklist from the web, they can raise issues, comment on a question & attachfiles(.pdf, .docx, .xlsx, .pptx, .txt, .jpeg, .png) on the attachment section. Max. 3 attachments are allowed altogether.

A new raise issue option is present for all questions on the checklist submit. Clicking on raise issue redirects to the raise issue page with issue details such as Issue name, department, location, due in being pre-filled.

  • When users click on the attachment, they can view a new pop up where users can:
    • attach any type of files such as doc, pdf, ppt, xlsx, txt, jpg, png
    • Put the manual comments on a question and view the previous comments
  • Attachments can be seen on:
    • Web App:
      • Checklist reports page 
      • Checklists excel export
      • All the images from attachments will be shown on the gallery
  • The maximum file size allowed for any type of attachment is 10 MB

Alert when GPS coordinates do not match the Site Coordinates

  • Now, if a checklist is submitted from outside the site radius (i.e. more than 100 m), an alert will be shown on checklist reports, view checklist page and Checklist excel report. The alert will be shown on:
    • Checklist reports – as an icon, a red color location icon will be present on checklist reports, hovering on the icon will display a message- “This checklist was submitted from outside the Site Coordinates”
    • View checklist page – as an icon, a red color location icon will be present (Hover on the icon to display a message- “This checklist was submitted from outside the Site Coordinates”
    • Checklists excel export: One extra column is added: ‘Outside site coordinates’: if the Checklist is submitted from outside site coordinates it will refer Yes otherwise No.

Attach reference documents for each question in a checklist

  • Users can view a supporting reference document, such as an SOP related to the current question in a checklist if added on the reference section of the question in the checklist page on the web app. The various document types supported are Docx, xlsx, pdf, ppt, txt, png, jpeg, jpg.
  • Users can view these documents on the respective question while filling a checklist: If the documents are present, they will be shown on the question reference pop-up
  • The maximum file size allowed for any type of reference attachment is 10 MB

Add group description, checklist description and schedule description

  • Now, there is a provision to add a group description for describing the group/section. Group description will be displayed on the submit checklist page and the checklist reports page at the beginning of each group/section. It can be viewed by clicking on the “i” icon present right after the group name
  • Similarly, there is a provision to add:
    • checklist description- can be added on add checklist page
      • The checklist description can be viewed on the submit checklist page & submitted checklist reports page by clicking on the “i” icon present on top right on the web app as well as a mobile app
    • Schedule description- can be added on the add schedules page 
      • Schedule description can be viewed on the submit checklist page & submitted checklist reports page by clicking on the “i” icon present on top right on the web app as well as the mobile app

Compatible Platforms
This product has been tested on the following Platforms or with the following Products:

  • Google Chrome Web Browser
  • Android Mobile OS (Version 4.4 and Above)
  • iOS (Version 10.0 and Above) 

Upgrades

  • The New Android App Version 8.3.0 can be downloaded from Google Play Store for Android
  • The New iOS App Version 8.3.0 can be downloaded from App Store for iOS 
  • The New Web App can be accessed directly from https://app.gopazo.com/
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 Mobile App update to 8.2

  • Now with PAZO Update 8.2, 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 PAZO Update 8.2:

    • 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 checklist
PAZO Mobile app checklist

  • 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 with PAZO Update 8.2.
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 issue checklist

  • 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 duplicate checklist submission
PAZO duplicate checklist submission warning on mobile app

  • 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 Updated UI

    • Now, from within the PAZO App users can easily find out if a new version of the PAZO App  (e.g PAZO Update 8.2) 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

easy checklist in mobile app
Making checklists fun in mobile app

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

An enhanced UI only for you

PAZO Update 8.2 embeded with 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 web App updated 8.2

  • Now with web app, 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

Drafts can be automatically discarded
Drafts can be automatically discarded in web app

  • 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

Trigger for on Field in Draft Save
Trigger for on Field in Draft Save

  • 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 Checklist Question

  • The issues which are raised using the raise issue option present on the Submit checklist screen (web app) 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 Checklist Escalation
Checklist Escalation

  • 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

Checklist Reports

  • 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 site admin
Site Admin

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

web App checklist
web checklist

  • 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 Site Group’s order

  • 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 Slideshow for Image Gallery

  • Now, there is an option to play a slideshow of the Images present on
    Web-> Checklist-> Image Gallery
Audit Trail for Locations

web App Audit Trail
Audit Trail

  • 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 Drafts Page
Drafts Page

  • 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 TextDo 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

A Makeover with Pazo 8.1 Updated – (Part 2)

In this blog, we will deep dive into the new features which are added in Pazo 8.1 updated Version (part – 2).

In (part -1) blog you will find: Stock Room Management Feature, Conditional Logics in Checklists, Modifications in Documents & Training Module, Issue chat and comments shown in Issue Excel. If you haven’t read part 1 here is the link

1. 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

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

Two new improvements have been done for the audit trail in Pazo app. 

  • 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

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

We have introduced two new reports for a user to download using Pazo App

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

4. 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 (Pazo app) 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

5. 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

SO, this was the Pazo 8.1 updated Version. Hope you would utilize new fetures in more productive way. 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

Pazo Got A Makeover With Pazo 8.1 App!

Pazo 8.1 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 in Pazo 8.1. 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 by using Pazo app.

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 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. Pazo app also allows you to modify 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 8.1 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 8.1

Now, users can view all unopened documents on Site Dashboard

Pazo app 8.1 allow users to 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, in this updated Pazo 8.1 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

Through web and mobile Pazo app, you can 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 in Pazo 8.1 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 using web and mobile app

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 8.1 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 (Pazo app – Mobile and Web). 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. In Pazo 8.1 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

A Makeover with Pazo 8.0!

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. Here’s what new with Pazo 8.0:

Dashboard Updates

1. User Onboarding For Web App

Now with Pazo 8.0, first-time users will find it easier to understand how Pazo works, from the first go! With the newly launched Pazo onboarding, you will now be able to take a tour of Pazo while we take you step-by-step to get you acquainted with the system. 

Onboarding For Web App

2. Modified UI in Mobile App

With the UI enhancements, now it’s easier for users to distinguish the different drafts saved on the dashboard. You will now be able to distinguish between saved drafts by the first answer, if the answers are a single select option, number, drop-down or a short text, by default.

Modified UI in Mobile App

3. Customised Web App Custom Dashboard

Customised Web App Custom Dashboard

Data comparison is important while refining routine operations. This is why we have introduced a few new graphs on the custom dashboard in the web app. The new graphs we have added are:

    1. Flagged issues graph: In the issue data graph, you can now view and compare all issues raised on flags. This graph will also include issues auto-raised on flags as well as issues manually raised on flags
    2. Flags resolved graph: In the checklist data graph, you will now be able to data on all the flags resolved. This graph will also include auto-resolved flags when the issue status changes, as well as flags, resolved manually. The same graph can be created for a particular checklist as well
  • Checklist score percentage: You can now add checklist scoring graphs for consolidated checklist score as well as individual scoring checklists on web app.

Checklist score percentage on web app

It is now easy to compare individual preferences on the desired date ranges like the previous period, previous year and custom date ranges. You can also add up to three fields within a graph to help in more accurate comparison. All the new graphs are optimised for reduced loading time so you can access the data you need without a long wait. 

4. Enhancements in the Web Tabular Dashboard

Web Tabular Dashboard

We have now made it easier for zonal heads to view data more clearly. With the new enhancements on the tabular dashboard, you can now view and compare data zone-wise (according to site groups). The Zone View allows you to view a List of Site Groups wise information. Clicking on any Number in will allow you to view the Site Level Information of the selected Zone

Weekly/Monthly schedules from the Tabular Dashboard

You can also download an excel report for Weekly/Monthly schedules from the Tabular Dashboard

Checklist

1. Scan QR Code To View Location History

Scan QR Code To View Location History

QR code for mobile app

You can now view location history by scanning the QR code. Based on your department permissions, scanning the QR code will give you access to view all checklists submitted & issues raised at a particular location. You can also apply the desired filter to view only issues or submitted checklists. The location history will provide data as far back the day the location was created. 

2. Raise Issues on Submitted Checklist Images 

Raise Issues on Submitted Checklist Images

Raise Issues Checklist

Previously it was not possible to raise issues on images submitted via checklist. Now, you can raise an issue from the checklist report page on the submitted images. All you need to do is to click on any image submitted to raise an issue. You can also annotate the image on  Mobile App and mark inconsistencies if any

3. New videos field in Checklist Submission

videos field in Checklist

We have introduced a new video feature when checklists are being submitted. With the help of this feature, users submitting a checklist will be able to record a live video up to 1 minute long as an answer type. Submitted videos can be viewed in the Gallery and reports page.

4. Make Image Attachments Mandatory

Image Attachments

Image Attachments process

You can now make a maximum of 3 images as a mandatory option for every answer field when a checklist is being submitted. Make sure you check the ‘Attachments Mandatory’ option for specific questions. During checklist submission, attachments will be mandatory only when a question is answered. 

5. Expand & Collapse Group Options

Expand & Collapse Group Options

Now it’s easy for users to expand or collapse a group of questions while submitting a checklist with Pazo 8.0. In order to make the process easier, the most recent status of the expanded or collapsed group is retained until the final submission of the checklist. Whenever you revisit the checklist, you don’t have to manually expand a previously used group again.

6. Choose Pre-Made Checklist Templates

Pre-Made Checklist Templates

Now Super Admins can choose a pre-defined checklist template without having to create a new one from scratch. You can choose an industry type and view the list of available checklist templates. Checklists can also be selected one at a time and saved to make it available for scheduling. All saved checklists will be available on the Manage Checklists page

7. Checklist Image Gallery Modifications

Checklist Image Gallery Modifications

Updated Pazo 8.0 make it easy to filter images by flags in the image gallery. All flagged images and the images

attached along with a flagged field will be shown when this filter is applied.

Other Important Updates:

1.  Integrate Google Sheets As a Trigger

Integrate Google Sheets As a Trigger

With our new Google Sheets integration, you can now send checklist submission details directly to a Google Sheet of your choice. To add Google Sheets as a trigger, you must grant permission to access your google sheets. The google sheets trigger can only be modified by the user who created it.

2. Receive User Report Via Email for Gamification

We have added a feature in Pazo 8.0 to add a user report as part of the attachments in your Weekly Summary Emails. The user report will be sent to Super Admins, Site Admins and Viewers as per site and department permissions. 

The Users Excel contains the following information:

User Report Via Email

  • Active Users information such checklists submitted, issues raised, reviews done, the average time taken for checklist submission, etc.

Receive User Report

  • Site Wise List of Leaders and Laggards based

check List of Inactive Users

  • List of Inactive Users which haven’t logged in to App or performed any activity on either Web App or Mobile App for the last 30 days

3.  Email Notifications For Issues Raised

Email Notifications

Now users with Issue Requester permissions will get an email notification on their registered Email account whenever an Issue is raised by themselves. If a user doesn’t have an email registered, then no Email must be received. This is a default trigger, i.e. there is no setting for this anywhere in the system. The Email format will be the same as the one which is sent to the user who has Raised an Issue

4. Add Site-Specific Logos

Add Site-Specific Logos

With this new feature, Super Admins and Site Admins can add site-specific logos in the “Add Sites” page. These logos will appear on locations QR downloads

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 With Pazo 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

Flags Made ActionablePreviously 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

Mobile App Dashboard UpdatesWith 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

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 in Pazo 7.9, you can view your department’s performance across sites allowing you to take corrective measures to improve productivity whenever needed

Checklist Status Report

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

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

Added new 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

Date-wise Schedule ProgressWith 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

Advance Planning Of SchedulesPreviously, 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

Copy Schedule to Multiple SitesCreating 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

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

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

Trigger for a Checklist On Multiple SitesIn 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

Disable all schedules simultaneously

Earlier each schedule had to be disabled individually, in case there were any changes. Now all schedules with Pazo 7.9, 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

Download multiple checklists reportsDepartment 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

Discard DraftsPreviously 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.

Discard Drafts process

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, Pazo 7.9 is added with help text and made a few modifications in the ‘add/edit user’ and ‘manage sites’ sections for a better user-friendly experience.