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a year ago

Action updates and reporting enhancements

New for this release are some handy updates to the Actions section of Operandio to help you effectively manage issues within your business.

New action statuses and tagging

Additional statuses are now available for Actions. Rather than just being Unresolved or Resolved, you can now specify an action to be In Progress, Blocked or Cancelled to give a better indication of how it's going.

Certain status changes will also require employees to leave a note explaining what they've done to justify the change (e.g. "I've fixed the printer"). This means better visibility for others watching the action so they can quickly see what's blocking an issue or what was done to fix it.

Another new feature within this area is the ability to tag actions so they can be quickly located later on. By default, actions raised in a job will use any tags on the job but you're free to add more if you like. The option to add tags will be available when creating or editing an action.


Reporting enhancements

Related to the above action updates, the Reports screen has seen some changes to help monitor them. To check on the status of the actions in your business, you can view them within the Actions tab of the Reports area in Operandio.

  1. Navigate to Reports -> Actions
  2. In the Actions by location section, click the pie chart of the location you want to view
  3. This will open a table view of all the actions raised in the location as shown above


Quick look at Suppliers or Assets

When selecting assets or suppliers in a Selection response type, you can now get a quick overview of the asset or supplier through the link below the selection box. Great if you need to check you've got the correct one or grab a contact number.

Clicking or tapping this link will pop up an overview of the Asset or Supplier without leaving the current job.


And a couple of other things...

  • 🎥 Knowledge Base articles now have support for Loom videos
  • 🐛 We've fixed a bug on iOS so it now allows sharing of downloaded files and PDF reports by message or email (make sure you've got the latest version of the app from the App Store)


Feedback?

As always, if you have any questions or feedback on any of these new features, please get in touch with us at support@operandio.com and let us know.

Avatar of authorDavid Rigbye