Your Knowledge Base works best when the right people can reach it and your team can trust that what they’re reading is current. If you’re looking for ways to get more value from it, here are two features worth trying.

🔗 Share articles publicly with a link or QR code

You can share a Knowledge Base article or file with people outside Operandio using a public link or QR code. Some information needs to reach people who don’t have an Operandio login, like customers, contractors or new starters who haven’t been set up yet. Before, that meant copying content into another document or sending files separately.

With public sharing, you can put a menu, a guide or a policy in front of anyone, with no login needed. For example, a venue can display a QR code at the counter that links to its allergen menu, or send a contractor a link to the site induction guide before their first visit.

Public sharing needs to be turned on for your organization before anyone can use it, which you can do in Settings > Company. With Operandio’s default roles, only Full Admins can turn it on and share articles publicly, so you stay in control of what leaves the platform.

Once it’s on, you’ll find the sharing options on any article or file in the Knowledge Base.

✅ Verify articles to keep content up to date

You can mark Knowledge Base articles as verified for a set period, and get a reminder before that verification runs out. Policies, procedures and guides tend to go out of date quietly, and it’s hard to know which articles have been checked recently and which need a fresh look.

With verification, you can mark an article as verified for a number of months or a custom timeframe. Operandio reminds you before the verification expires, so content gets reviewed on schedule instead of being forgotten. For example, a head office team can verify its food safety policies every six months and get a reminder when each one is due, so staff always know they’re following the latest version.

You’ll find verification settings on each article in the Knowledge Base.

If you have any questions or need support, please reach out to us anytime at support@operandio.com. Also, follow Operandio on LinkedIn for product updates, tips, video guides, and announcements. We’re always here to help!

📰 A richer Comms Hub dashboard widget

The Comms Hub widget on your dashboard now leads with each post’s photo or video, so updates catch your team’s eye. Previously, the widget gave a simpler preview, so staff had to open posts to see what they were about.

Now, posts with several photos show as a collage, and videos play muted while they’re on screen. You can click through to the full post from the widget. You can also filter the Comms Hub and Campaigns widgets, and the filters you’ve applied show as chips so you can see at a glance what you’re looking at. For example, a venue manager starting a shift can see the latest promo video playing on the dashboard and tap straight into the post for the details.

You’ll find this in the Comms Hub and Campaigns widgets on your dashboard.

More improvements are on the way 🚀

If you have any questions or need support, please reach out to us anytime at support@operandio.com. Also, follow Operandio on LinkedIn for product updates, tips, video guides, and announcements. We’re always here to help!

Operandio has released a new round of updates focused on making the platform feel like your own, keeping safety workflows moving and giving teams more control over communication - plus a batch of smaller enhancements and fixes.

🎨 White labeling is now part of the core platform

White labeling is now included in the core platform for every customer. Branding the platform with your own logo and colors used to require a separate white labeling add-on - an extra upgrade just to make Operandio look and feel like your own.

Organizations can now apply their own logo and colors without a separate upgrade. For example, a hotel group can put its own branding in front of staff from day one, so the platform feels like an in-house tool rather than a third-party product.

You'll find branding options in Settings > Company.

🔀 Skip logic for reports in Hazards & Incidents

Stages within report templates in Hazards & Incidents can now be skipped automatically when conditions you set are met. Certain stages didn't always apply to every situation - an escalation step, for instance - but they still had to be worked through or skipped by hand.

Operandio now lets editors set conditions on individual stages in a report template and skips a stage automatically when its conditions are met. For example, an incident workflow can skip its escalation stage automatically when an issue is resolved at the first level, so staff only ever see the steps that apply to them.

You'll configure this on the stages of the report in the template editor.

💬 More control over Chat

We've added several additional features within Chat to help staff and admins manage their communications. Previously, admins have had no way to oversee conversations they weren't part of, and members couldn't tidy up their messages or close out a chat once it had run its course.

All users can now search within a conversation to find what they need, delete their own messages, and archive an entire chat when it's finished.

Admins can now see and manage any chat, even ones they aren't a member of, and assign chat admins to individual conversations so the right people can keep each one in order. For example, an area manager can step into a venue's group chat to check a handover.

✨ Also new

• In the Communications area, authors can now set their own confirmation wording on posts, as well as require a digital signature from users.
• You can now edit or delete your own comments on Actions and Posts
• Images and files in the Uploads report (Reports > Uploads) now link back to the job they were uploaded from, allowing you to see the context in which they were added and raise actions if required.
• Yes / No and Yes / No / N/A response sets now default to Yes = Green and No = Red colors, to reflect their common usage.

🔧 Platform improvements & bug fixes

• Fixed a permissions issue where some users were unable to access chats that they had access to
• Resolved a Google Maps loading error that could cause a crash for users working in the Locations area
• Fixed an issue where photo uploads within Hazards & Incidents reports weren't working across devices. 
• Resolved an issue where Knowledge Base search could return the titles of articles a user didn't have permission to view. No article content was made visible.
• Adjusted tables to correctly display and avoid horizontal squashing within Safari on mobile devices.
• Fixed an issue where training course certificates would fail to load after completion.
• All asset types now correctly appear when applying filters in the Assets area.

More improvements are on the way 🚀

If you have any questions or need support, please reach out to us anytime at support@operandio.com. Also, follow Operandio on LinkedIn for product updates, tips, video guides, and announcements. We're always here to help!

Operandio has released a new round of updates designed to reduce administration, improve job flexibility, and make managing growing operations easier.

🎯 Job step exclusion rules have been expanded

You can now automatically show or hide steps within a job based on location, location type, or custom field values, giving you more control over who sees what.

For example, a hospitality business may have some venues with outdoor dining areas and customer bathrooms, while others do not. By setting up these attributes at the location level, jobs can automatically display only the relevant steps for each venue.

When a new venue is added, or an existing venue's attributes change, simply update the location record and the job will adjust automatically - no changes to the template are required.

Location types and custom fields can be configured within the Locations area, with exclusion rules then applied to the relevant jobs within the Job Manager.

This makes job templates more scalable, consistent, and easier to maintain.

📍 View all actions assigned to a location

A new Actions tab is now available within Location records, allowing teams to raise, assign, and track actions directly against a location.

This provides better visibility of site-specific maintenance, compliance issues and operational improvements, all in one place.

You'll find this on individual locations in the Locations area.

👥 Automatic user assignment for new locations

Users assigned to "All locations" within a region will now automatically receive access to any new locations added to that region.

For example, if a Regional Manager has access to all Victorian locations, they’ll automatically gain access to any new venues created in Victoria.

This reduces manual administration each time new locations are added, and helps ensure the right people have access from day one.

🔧 Platform improvements & reliability enhancements

We've also delivered a range of performance improvements and bug fixes across the platform to enhance stability and day-to-day usability.

More exciting enhancements are on the way 🚀

If you have any questions or need support, please reach out to us anytime at support@operandio.com. Also, follow Operandio on LinkedIn for product updates, tips, video guides, and announcements. We’re always here to help!

Operandio has released a new round of updates focused on improving job visibility, food safety controls, and overall platform reliability for your teams.

📍 Geolocation steps

You can now include geolocation verification directly inside jobs and processes to help confirm that tasks are completed in the correct location and improve accountability for site-based workflows.

This is especially useful for multi-site operations, cleaning checks, maintenance tasks, and compliance-based activities.

Geolocation steps can be added to any new or existing job template within the Job Manager.

📚 Knowledge Base file versioning

Version history for Knowledge Base files has now been fully enabled for all customers, making it easier to manage updates and track changes across your documentation.

When you upload a similarly named file to a category in the Knowledge Base, you'll now have the option to save it as a new version of the existing file. You'll also be able to download previous versions of the file via the Version history, and check when versions were uploaded and who they were uploaded by.

We'll be bringing similar functionality to our Knowledge Base articles very soon as well.

🏷️ Shelf Life field for improved food safety control on labels

You can now display Shelf Life on labels for quick visibility of when an item is due to be discarded. Rather than just relying on an expiry date, the Shelf Life field lets you display the amount of time (in hours, days, or weeks) before the item expires.

This small enhancement gives teams better visibility and control over food safety processes by helping standardise expiry tracking and reducing manual calculations when preparing labels.

🔧 Platform improvements & bug fixes

We’ve also resolved several issues across the platform to improve stability and day-to-day usability:

• Fixed a bug in the Timers area where some timers that had been started were unable to be paused or stopped.
• Resolved an error in the Actions area when viewing high-resolution images uploaded against individual actions.
• Resolved an error that would occur when attempting to assign to "All locations" within the Training Pathway auto-assignment screen.
• Attempting to view "All steps" in the Hazards & Incidents reports would result in an error, this has now been fixed.
• ...and more!

These updates are designed to improve reliability, streamline workflows, and give teams better operational visibility across the platform. More improvements are on the way 🚀

If you have any questions or need support, please reach out to us anytime at support@operandio.com. Also, follow our LinkedIn page for tips, video guides, and announcements. We’re always here to help!

Operandio has rolled out a fresh set of updates designed to make everyday work faster, clearer, and easier for your teams.

📱 Mobile & Shared Tablet App 2.0 - rebuilt from the ground up

The Operandio device app has been completely rebuilt as version 2.0, with a focus on speed, usability, and better on-device workflows. PIN entry is now faster, campaign displays are clearer, and QR codes can take users straight into the right task using deep links.

This update also introduces support for new hardware, including Apera pH testers, Vito oil testers, and Bixolon Bluetooth LE label printers, helping connect your physical tools directly into Operandio.

⏱️ Stopwatch steps in processes - track how long tasks take

You can now add a stopwatch step to any job or process. Staff can start and stop timing directly within the workflow to record how long an activity takes from start to finish.

This is ideal for capturing real-world performance metrics like time to first greeting, service duration, or how long a task actually takes to complete, giving teams better visibility into efficiency and consistency.

📸 Photo and video steps in training - make training practical

Training modules can now include photo and video steps. This allows staff to capture real-time proof of their work or demonstrate a skill as part of completing training.

Instead of relying only on written responses, teams can now show exactly how tasks are done, making training more practical and easier to verify.

These updates are all about reducing friction, improving visibility, and helping teams get things right the first time. More improvements are on the way. 🚀

If you have any questions or need support, please reach out to us anytime at support@operandio.com. Also, follow our LinkedIn page for tips, video guides, and announcements. We’re always here to help!

It’s been a little while since our last big update, but our team has been working hard behind the scenes and we’ve got plenty of exciting things to show you! 🎉

Get ready to explore repeatable steps and action templates, both designed to save you time and keep your operations running smoothly.

✅ Set up repeatable steps to streamline tasks

Operandio now lets you create repeatable steps when building jobs. This is ideal for tasks your teams perform regularly, without creating unnecessarily long checklists or leaving steps out.

For example:

• Restaurants can set up a daily refrigeration check with a standard set of steps for all locations. If a venue has extra fridges, staff can easily repeat the step to add them to the job without recreating the checklist.
• At a family entertainment center, staff might have a checklist step to wipe down all high-touch surfaces. Some days, there are multiple zones, like the entrance, café, party rooms, and play areas that all need attention. With repeatable steps, staff can repeat the same step for each zone, recording a separate response for each area.

Repeatable steps also work with nested jobs. For example, a single goods-in record can include a nested job for each delivery, allowing staff to track multiple shipments individually while following the same structured process.

This feature is available as a toggle within step conditions when creating jobs in the Job Manager, giving you flexibility to apply it only where it’s needed.

By using repeatable steps, your teams can:

• Maintain consistent, reliable procedures across all locations
• Reduce errors and prevent steps from being skipped
• Save time by avoiding repetitive checklist creation

⚡ Action templates – fast, consistent creation

Action templates save frequently used tasks with predefined settings, such as title, priority, and assignee, making it easy for staff to raise actions without rewriting instructions or guiding team members on what information is required.

For example:

• A franchise support ticketing system. This way, the franchisee can raise an action, use the template and have all the relevant details and guidance in place. The raised action can then notify the relevant team if it falls under head office responsibilities or directly to an individual who handles franchisee queries.
• Staff can use a “Recheck temperature” template instead of typing “Please check the temperature again” each time they raise the action. Priority and details are already set.
• Teams can use a “Recalibrate equipment” template with detailed instructions and urgency level for devices that need checking.

Action templates are now available to all customers, with creation of templates restricted to administrators.

🔍 Where to find these features

• Repeatable steps are available as a condition on job steps when building jobs in the Job Manager.
• Action templates are available in the Actions area. Once the template is created, simply raise an action and pick a template.

We’re thrilled to see how these updates help your teams save time, reduce errors, and work more efficiently. Our updates will keep coming, so get used to regular improvements - you never know what’s coming next! 🚀

If you have questions or need support, reach out anytime at support@operandio.com. For tips, guides, and updates, follow our LinkedIn page.

We’re excited to introduce the new Global Dashboard - a major upgrade designed to give your organization greater visibility, stronger control and a more centralized way to manage operations across all locations.

The Global Dashboard brings all key data into one place, helping managers and head office teams make faster, more informed decisions.

To help you get familiar with everything that’s new, we recommend watching the short video introduction we’ve prepared. It provides a guided overview of the dashboard’s layout, features, and navigation.

Global Banner - Enhanced branding & personalization

Attention Items - Centralized priorities in one place

• Actions due or overdue
• Communications requiring responses
• Incident reports needing follow-up
• Other high-priority alerts

Campaigns - Promote key business initiatives

Quick Links - Faster access to what you need

Quick Links let you pin essential tools and resources for one-click access. You can link to both internal Operandio areas and external services like HR, payroll, rostering tools, policy documents, or internal portals.

Recent Activity - Real-time operational visibility

The Recent Activity panel shows a live feed of staff actions across your business, such as completed tasks, audit submissions and training updates. This section offers a real-time snapshot of what is happening on the ground.

People - Highlight key contacts

Content Blocks - Flexible communication

• Videos
• Images
• Text

Communications Module - Stay connected across locations

For You - Personal progress overview

The global dashboard will be rolling out soon

While we’re gearing up for some major releases arriving very soon (👀 stay tuned!), this week’s update brings several powerful improvements across actions, reporting, locations and training content.

Here’s what’s new:

📍 Location Manager - Now in the Main Navigation

The Location Manager has moved into the left hand navigation and now supports richer location details. You can store contact information, opening hours and important documents such as contracts, agreements or lease files, all in one central place.

This is ideal for multi-site operators and franchise networks, and paves the way for part of a wider update arriving very soon.

🧠 Enhancements to Conditional Logic

Conditional Logic has always been part of Operandio, but we’ve made a few small improvements to how it works and wanted to give you a quick refresher on what’s possible.

You can use Conditional Logic to show or hide actions, notes or steps based on how a user responds during a check. For example, if an issue is reported, an action can appear automatically. If everything looks good, you can keep things simple by displaying only the relevant notes or steps.

These refinements help keep workflows clean and ensure your team only sees what they need at the right time.

🚩 New Status: Deferred Actions

We’ve added a new Deferred status to help teams better manage actions that can’t be completed immediately.

What are Deferred actions?
Deferred means the action is still outstanding but has been put on hold indefinitely to be resolved at a later date. It's a good way to separate out current Unresolved actions from older ones that might still be sticking around. You might find yourself using the Deferred status if you have actions that are:

• Waiting on external approval
• Waiting until a specific time or date to be resolved

It removes the action from your active work without losing visibility or having to keep it marked as Unresolved. Deferred actions appear in the Existing Actions section of PDF reports, giving managers clearer oversight of all outstanding items without including every open status such as Blocked or In Progress.

🏷️ Labels Reporting & Pinning

The new Label Report is now live in the Reports area, giving you clear visibility into label usage across your organisation. You can filter by date range and location to see exactly how many labels each location is printing; perfect for compliance, auditing, and understanding operational activity at a glance.

Within the Labels section of the platform, you can also pin key labels so they’re always right at your fingertips. You can do this from the overflow (3 dots) menu for labels in your account. This makes it easier for teams to access frequently used labels without searching, helping streamline daily printing and reduce time spent navigating the system. 

🎓 LMS Update - SCORM Support

Operandio now officially supports SCORM 1.2 and SCORM 2004 training packages.

You can upload your existing SCORM content directly into the platform and still take advantage of Operandio’s native training tools - including quizzes, scoring and full compliance tracking. This gives you the flexibility of SCORM with the simplicity of Operandio’s LMS.

🛠️ Other Fixes & Enhancements

We’ve rolled out several small performance improvements and bug fixes, along with more behind-the-scenes work as we prepare for multiple new releases before the end of the year.

💬 We’d Love Your Feedback
Have an idea or suggestion? Email us at support@operandio.com - your input helps shape what’s next.

Thanks for being part of the Operandio community!

P.s Did you spot the sneak peak of another major launch??  🤭

While we’re laying the groundwork for major new features (👀 stay tuned for big updates), this release brings a focused set of improvements to streamline your day-to-day use of Operandio.

Here’s what’s new:

🎯 Auto-Assign Training Courses

You can now automatically assign training courses and observations when users are added to a group or location — ideal for ensuring new team members are onboarded with the right training from day one.

Set this up in the Training Manager when assigning a course. You’ll see a new tab called “Automated Assignment”, where you can select the location, area, and permission level of the employees who need to complete the course.

✨ Bonus: You can also set up recurring training assignments (e.g. every 6 months), so your team is regularly refreshed with the most up-to-date content — no manual follow-up required. As your course content evolves, so does your team's knowledge. One less thing to worry about!

📷 Uploads Reporting Tab

A new Uploads report is now available for users with Full Administrator permissions.

Available under the Reports section, the Uploads tab allows you to view, filter, and manage all photos and documents submitted through reports — making it easier than ever to keep track of uploaded media across your organisation.

🛠️ Other Fixes & Improvements

• Fixed: Observations were unable to be assigned to staff due to certain permission setups
• Fixed: Training reports were not accessible to some Regional Managers
• Fixed: @mentions formatting issues in Comms Hub posts and comments have now been addressed
• Fixed: We've fixed some of the crashes and performance issues reported in the Training Manager when editing certain modules, and are aiming to increase performance in this area even more in the coming weeks

💬 We’d Love Your Feedback
Got a suggestion or idea? Drop us a line at support@operandio.com — your input helps shape Operandio’s future.

Thanks for being part of the Operandio community!