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Pazo Update 8.4.0

Release 8.4.0 Notes

While it’s been a challenging year, technology played an integral role in helping businesses make connections, build communication online, run operations safely, reach new customers, and drive sales.

We released huge new features & enhancements in PAZO Mobile Apps and Web Apps designed to help you run an operation strategy and grow your business. It also documents the known Problems and Workarounds.

Let’s kick things off with the headliners! 

In this release, we have introduced new features such as conditional logic in multi-select answers, Categories and sub-categories in issues, the Notification settings page on the mobile app, and much more.

We have also done a few other modifications & slashed some minor bugs for both Mobile and Web Apps to provide a more enhanced user experience.

Full Feature Description: 

Issues modifications 

We have made a lot of modifications to our issues feature to make it more robust and user friendly. We continue to make issues even more comprehensive and updating the UI & UX in our upcoming releases as well.

Modifications on Manage Issue page on web app

  • The issue field is now changed to form view, similar to create a checklist page so that the page is more user friendly 
  • On Add field- there will be 1 more field option of add category along with other field options such as check box, date, date and time, picture/file, number, radio, signature, short text and long text
  • Once, the add category field is chosen: a user can add a list of categories. The category field is the same as the drop-down field but with extra features such as: 
    • Each category will be assigned to a department. Multiple categories can be assigned to the same department. 
      – A department will be auto-filled when a category is chosen on the raise issue page.
      For example: if a category such as software issue, hardware issue, networking issue is chosen then department IT will be pre-filled automatically
    • A single category can have multiple sub-categories
      – For Example: When a category hardware issue is selected based on category subcategories such as printer not working, the desktop not working will be filtered
    • On a category field type, the provision to set default due time for each category is available. Default due time for every category will be pre-selected as 60 minutes, it can be modified. 
      • On the raise issue page, the due time will be auto-selected based on the category selected. The issue creator can however change the default due time while raising the issue
        • For Example- A user who is raising a Software issue may not know the exact timeline for the issue to be completed. Therefore, now there will be an option while creating categories for putting in the default due time.

Modifications while raising an issue

  • The issue can have categories & subcategories if added on the management issues page on the web app: 
    • While raising the issue category and subcategory can be chosen along with other options in the issue. If the Issue name is empty, then the issue name is auto-filled with the category name and sub-category name in sequence. However, a user can edit the issue name before final submission. 

For Example: If a category selected is “Hardware Issue” and the subcategory selected is “Printer not working” then the issue name will be auto-filled as “[Hardware issue][Printer not working]”

  • When a user chooses the category & subcategory on the raise issue page
    • Sub-category field will be mandatory if the category is mandatory
    • If the sub-category has a default due to time set, then that should be the default due in time on the raise issue page. The sub-category default due time overwrites category default due time if present. Users can modify it on the raise issue page.

  • When a user chooses a category, the departments are auto-filled according to the selected category. A department is assigned to each category on the manage issue page on the web app. Therefore, it is auto-filled accordingly on the raise issue page. 
    • When a user chooses a category, the sub-categories are auto-filtered according to the selected category. Optional sub-categories are assigned to each category on the manage issue page on the web app. Therefore, it is filtered accordingly on the raise issue page.
  • Issue deferred status
    • When an issue status is changed to deferred, then it will be reassigned back to the initiator (the user who raised the issue) to verify and defer it. Same as the flow when an issue is marked as completed.
    • When the issue is marked as deferred, there will be an in-app notification sent immediately to the user to whom the issue was re-assigned(initiator)
    • When the issue is marked as deferred, the issue chat will be updated with an auto-generated comment-“This issue has been deferred. Assigned to <username> to verify”
  • Accept or Reject an Issue

    – Now, users can either Accept or Reject an Issue based on their scope of work. Currently, when an issue is assigned to a user, there is no option to whether to accept the issue or reject it. It is directly assigned and hence if the issue was wrongly assigned, there were confusions. Therefore, now we have added options of Accepting and Rejecting the issue so that user can verify before accepting the issue and if the issue is assigned beyond their scope of work he/she can Reject it.
  • For Example: An Issue is assigned to a VM department user which was supposed to be assigned to the Facility department user. Now, since the VM department user is not responsible for this issue, he/she will simply reject it. Otherwise, if the issue was assigned to the right user from the Facility department, he/she could have accepted the issue and started working on it.
  • When a user Accepts an Issue- it will follow the same flow as the current i.e. user will enter the issue chat and hence can change the status.
  • When a user Rejects an Issue- it will be reassigned back to the initiator (the user who raised the issue) to verify and close it or reassign it. The issue will automatically be re-assigned to the person who raised it so that he/she can verify it and close, reassign it.
  • When the issue is rejected, there will be an in-app notification sent immediately to the user to whom the issue was re-assigned(initiator)
  • When the issue is rejected, the issue chat will be updated with an auto-generated comment- “Issue rejected by. Assigned to verify it and close, reassign it.”

Modifications on view issue page on web app

  • We have added an email reports option along with an excel download option for issues report similar to Export report and MIS report:
    • If a user selects up to 32 days, he/she shall be able to either download the excel report or email them on any email
    • The logged user email ID will be filled by default in the send email section. However, it can be edited by the user and the user can change the email ID and send the report over any valid email.
    • If a user selects more than 32 days, he/she will only be able to email the report on any email
  • 2 new filters for category and sub-categories: the filters option on the View issues page will have 2 new fields 1. Categories, 2. Sub-categories. When a user chooses and applies filters the issues should be listed accordingly

Personalized nomenclature for Site and Sites keywords

It is not always that you call processes in your industry using the same nomenclature as another industry. Therefore, we have now added the option for you to change the default name of a Site from “Site or Sites” to anything of your choice. This option is available under ‘Globalisation’ on the setup page of the web app.

Custom Notification Settings for in-app Mobile Notifications

Currently, Mobile App Users receive each Push Notification even if it is with respect to the Department, Individual or Site. Default notifications are currently received for Checklists, Issues, Messages (Chats & Tasks), Documents & Work Shifts. Therefore, a user receives all these notifications if he/she is logged in to the same department on the Mobile App. Even if a user is only responsible for completing the daily, weekly, or monthly checklists, he/she will still be receiving all kinds of issues notifications that are assigned to the department.

Hence, now there is a way for users to manage their own Notifications from the Notification Settings on the Mobile App itself so that they can select/unselect the Notifications which they want or do not want to receive as per their needs.

  • Notifications will be stopped at the user level, not the permissions level.
    • For example: if a user is a Site Admin and he/she disables his notifications on the Mobile App from Notification settings. Then the notifications which are disabled shall not be received on his/her personal device (from which he/she was logged in). Although, other Site Admins of the same site would still be able to receive the notification until they have disabled it on their personal devices.
  • The Notification settings page will be shown according to the user permissions. However, it will be the same for Site admin, Viewer and Field user but for issue requester, it will be hidden:
    • If a user has Field user, Site admin or Viewer permission then all types of in-app notifications will be shown on the Notification settings page
    • If a user has an Issue requester permission, then the notification settings page will not be shown at all
    • If a user has multi-site access and he/she has Issue requester permissions only for few sites, then the notification settings page will be shown with all types of in-app notifications
    • When the user has Issue requester permission for all his sites, the Notification settings page will be hidden (not shown anywhere)
  • The notification settings page can be accessed:
    • On Side Menu (shown on Multi-site and Single-site both)-> Notification Settings option-> Notification Settings page (Site or Multisite Side Menu bar is shown for both)
      • The Notification Settings option will be shown in between documents and the Change PIN option on the Side Menu Bar
  • If a user logs out and logs in the same device his notification settings will be intact but if the same user logs in to any other mobile device, then he/she has to do the notification settings again
  • If a user logs out and logs in the same device with another user credentials, his notification settings will be reset & he/she has to do the notification settings again
  • Similarly, if a user uninstalled and installs the App again, all his/her notification settings will be reset
  • Since notifications are user-based. Therefore: if a user enters any site on the Mobile App, he/she is able to manage and view the same notifications.

  • The Notification settings will only be for the default notifications. Hence, the trigger notifications will work as it is whenever any trigger is applied.

Text Overlay on the live images

Now, the date & time stamp and the store name are present on the images taken from the live images in Mobile App so that managers or supervisors do not have to manually check the store name and the time at which the photo was taken

  • The text overlay is applied on- live images are taken from an image field in a checklist, live images attached in the attachment section, images uploaded from the gallery in the attachment section:
  • The following information is shown on the images:
    • Date & Time of the photo taken- This is the actual time (not the checklist submission time) when a photo is taken from the phone camera. 
      • For Example: If a user takes a photo for an image field and minimizes the app, then later submits the checklist. Then when the image is viewed by an admin through a reports page (Web/Mobile) or gallery (Web/Mobile). The photo will show the time at which it was added rather than the time of the checklist submitted.
  • Schedule Name- The Schedule Name is shown on the Photo for which the image is taken/attached
  • Site & Department- The Site and Department is shown to which the schedule has been assigned for which the image is taken/attached

Settings for a document to enable/disable it from downloading

Now, managers or admins do not have to worry about confidential documents to be downloaded

  • On the documents page on Web App, there is a setting on each document to enable or disable it from being downloaded. If the setting is “Allow download” is enabled, the document can be downloaded otherwise if this setting is disabled, the document will be in the view-only format and it cannot be downloaded anywhere either on the mobile app or web app
    • Only the user who has added the document will be able to change these settings
    • The Setting- “Allow download” will be present on the Add/Edit documents page and Manage documents page
    • The document setting- “Allow download” can be changed any number of times

Updated UI for Consolidated Site Summary Emails to show the Site Group-wise information

We have updated the UI for Daily, Weekly and Monthly consolidated site summary emails to show consolidated site group-wise information along with sites information.

·       If Site groups are present, then there will be a separate section added immediately after the summary to show the list of Site Groups wise information. This information will be the total information of all the Sites within the Site Group.

·       The Site Groups can be custom ordered on the Site Groups page. The same order will be reflected in the Emails

·       Each Site will be displayed in the respective site group to which that site belongs to. If the Site belongs to multiple Site Groups, it will be repetitively present on all the Site Groups to which that site belongs.

o   The Sites will be displayed in the order according to their compliance percentage, the highest compliant Site will be shown on Top and the least compliant Site will be shown at the bottom

The Sites which do not belong to any of the Site Groups will be clubbed together on the last section – ‘Other Sites’ section.

Conditional logic in multi-select answers

Currently, we have conditional logic in checklists on single select answers. Now, conditional logic can be applied to the multi-select answers as well.

As and when a user selects the options from the main question, for which the conditions have been given. The system looks for all the TRUE values, if any TRUE value is found in an answer, it will pop up the sub-questions based on conditions applied.

Users can set up the conditions in multi-select answers on web app through:

Setup Page

  1. Checklist
  1. Add a Question, choose a type- Multi-Select, the condition can only be applied to either Single Select, Dropdown or (new) Multi-Select answer types
  2. Add Logic Button:
    1. Clicking on Add Logic will expand the section
    2. User can choose from the following conditions:
      1. Is One of
      2. Is not One of
  3. In Sub-Questions also all features are present such as copying/deleting a question, attaching a reference, make attachment mandatory, flag, raise an issue on a flag, flag on the image, scoring logic i.e. none of the features are skipped for child questions
  4. For one condition there can be multiple questions. Similarly, there can be multiple conditions applied for 1 question

There are 2 sets of conditions that can be applied:

Is one of follow OR Condition, means when the options are chosen then sub-questions will appear when the user chooses the appropriate option while answering the questions on submitting checklist. Users can keep on selecting multiple options (since it is a multi-select answer type) and the sub-questions will keep on appearing if added.

For Example, There is a parent question:

Which floor are you on?

Options are

1) 1st Floor

2) 2nd Floor

3) 3rd Floor

Now, a condition is applied is one of 1st Floor, 2nd Floor then show the question

Is the floor clean?

1) Yes

2) No

Therefore, if a user chooses either 1st Floor or 2nd Floor as an answer while answering the first question, he/she will see another question pop-up i.e. Is the floor clean? Whereas if only the 3rd-floor option is chosen, then the sub-question Is the floor clean will not be shown at all since it was not part of Is one of condition.

Is not one of follow AND Condition, means when all the options are unselected then sub-questions will appear while answering the questions on submitting checklist. Users can keep on selecting multiple options (since it is a multi-select answer type) and the sub-questions will appear only when all the options in Is not one of condition are unselected.

For Example, There is a parent question:

Which gate did you enter from?

Options are

1) Gate 1

2) Gate 2

3) Gate 3

4) Gate 4

Now, a condition is applied is not one of Gate 1, Gate 3, Gate 4 then show the question

Is the passage area clean?

1) Yes

2) No

Therefore, if a user chooses Gate 2 as an answer while answering the first question, he/she will see another question pop-up i.e. Is the passage area clean? Whereas if any other options are chosen along with Gate 2. Suppose a user chooses Gate 1, Gate 2 both (since it is a multi-select) then the sub-question Is the passage area clean? will not be shown at all since the condition set should not contain any other option other than Gate 2 because Is not one of the condition checks for all the options that are unselected together

Note: 

  • Logics can only be applied on 1-level i.e. for 1 question if sub-questions are added then for sub-questions no logics can be applied
  • A user can create any number of logics, even if it’s duplicate, the questions based on the logic will appear in checklist submission, if the logic is TRUE
  • There is no limitation for adding sub-questions, user can add any number of sub-questions


Copy a Schedule to multiple Site Groups at once

Now, users can copy schedules for all Site Groups at once together so that they can quickly copy them instead of manually checking each site one by one. It saves much time because a user does not have to waste time to check manually which Site belongs to which Site Group

When a user clicks on the Copy Schedule option on Manage Schedules Page on Web App:  

  1. Select a particular schedule(checkbox), copy schedule option will get enabled
  2. Click on the Copy Schedule Button
    1. A Modal/page Opens up with a List of Sites (excluding the current Site) [Since Schedules cannot be copied to the same Site]. Following options will be present:
    2. All Sites- Selects all Sites at once
    3. Site Groups- Selects the Sites which are added in the selected Site Group
    4. Sites List- Selects each Site individually
    5. Locations can be copied all at once or only particular locations can be copied 
      1. Users can also copy specific schedule locations.

For Example: Suppose there are 5 locations for a schedule and the user wants to copy only 3 of them, then the user must individually go to that Site and select 3 locations of their choice and copy

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 8.4.0 can be downloaded from Google Play Store for Android

o   Android App can also be downloaded from our Website https://gopazo.com/

–          The New iOS App Version 8.4.0 can be downloaded from App Store for iOS

–          The New Web App can be accessed directly from https://app.gopazo.com/