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

Home
>
Blog
>
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!