This month sees some more improvements in the Reports area for step completion insights, along with the ability to customize parts of the Operandio interface, and new trigger options for keeping an eye on raised actions.

Single step reporting

This has been the subject of a few requests here at Operandio! Within the Reports area, you can now drill down to individual steps within a job to view responses across multiple days and locations, all within one screen. It's now much easier to compare the exact same step response at all your business locations and see where steps are being completed correctly (or not).

For a quick demo of this feature in action, check out the above video.

UI customization

If you're an Enterprise customer, you can now personalize parts of the Operandio interface to better reflect your brand. Update the logo that is displayed within the header of the desktop app and on mobile devices, the color of interactive elements such as buttons, checkboxes and icons, and the site title and favicon too. Get in touch with us at support@operandio.com if you'd like to have this option added to your account.

New triggers for action events

You can now set up event-based triggers for when actions are raised, updated, become overdue or get commented on within specified jobs. So even if staff aren't assigned to the action, or they don't have an Operandio account, they can still get a heads-up on it. These can be set up the same as other event-based triggers - check out the help guide for more information.

Record temperatures via Bluetooth device buttons

We've improved usability for temperature recording via our supported Bluetooth measurement devices, so you can now quickly record temperatures using the button on the probe or thermometer, rather than having to press the "Record temperature" button in Operandio.

Bugfixes

• ✏️ Fixed an issue where notes that were left on nested jobs were not displaying in exported PDFs
• 📍 Fixed a bug where jobs were — depending on schedule settings — being generated for inactive locations 
• 📄 Resolved an issue where nested jobs were not appearing in CSV file exports of jobs

Feedback?

We review and consider all feedback and requests (no matter how big or small!), and are committed to making Operandio easier for both staff on the frontline and those in the office.

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.

Some MASSIVE updates have been added to our platform this month at Operandio! We've been busy working away on giving our users more clarity into what's going on in their business through improved reporting, as well as enhanced usability with app translations.

Reports gets a BIG makeover

You may have noticed the new Reports section has started to roll out across Operandio. This will allow much better visibility across your completed jobs, the status of raised actions and the training status of your staff.

If you haven't already, you can access Reports through the Managers Hub dropdown in the main navigation bar.

We'll be continuing to make further updates and add features to this section, including flexible charts, new download and exporting functionality, as well as reporting for those using sensor hardware. Watch this 10-minute overview to see the new reporting area in action:

Translation options are now available

We'll be gradually adding in more translations to get better coverage of the platform over the coming weeks and months. Please get in touch with us if you have a language you would like to see supported within Operandio.

Check out this 3-minute overview for a quick walkthrough:

Catching bugs

A number of bug fixes have also gone live recently.

• 🧑 Fixed a bug where the Location filter within the People section was not filtering correctly
• 📌 Fixed an issue with jobs not remaining pinned when they moved to Awaiting Submission status
• 🚩 When an action was raised from a job step, tags applied to the action were not being saved - this has now been resolved
• 🌡️ We've had some reports that some users were unable to enter a negative number into the number input field on a mobile device (such as a negative temperature). A button to switch between negative and positive numbers should now be visible on all devices as shown below:

Feedback?

We review and consider all feedback and requests (no matter how big or small!), and are committed to making Operandio easier for both staff on the frontline and those in the office.

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.

This week sees a new PDF viewer rolled out on kiosk and mobile devices, the Satisfaction response type, plus a number of small improvements and bugfixes to enhance your Operandio experience.

New PDF viewer

Downloaded PDFs can now be viewed directly within the Operandio app via a new built-in PDF reader which makes it easier and faster to view job reports without having to leave the app. There is support for both vertical and horizontal page layouts, searchable table of contents, and of course, you can still share or email the downloaded files if needed.

Satisfaction response type

The Satisfaction response type has been added to Operandio, which is great for gathering customer feedback and sentiment. You can add this new response type to your jobs in the Job Manager - you'll find it under Buttons when selecting the response type for a step. 

A number of quick improvements...

1. The amount of completed steps within a job section will now show when the section is collapsed, so it's easier at a glance to tell how each job section is tracking
2. Previously, skipping a nested process meant the nested steps within it were hidden away. These can now be accessed, even if they're skipped
3. Once training articles are "marked complete", you're now automatically moved to the next article in the module to help speed up the training process
4. The kiosk login screen will now automatically update staff name and photo changes, and also remove users from the "recent logins" section that are no longer in the staff list
5. To make it quicker for other staff to login, the kiosk PIN pad will reset after 15 seconds if a user doesn't login
6. Managers can now search by email address and attributes in the People section of Operandio

...and a host of bug fixes

• 🗑️ Fixed an error that would occur when deleting multiple posts in the Comms Hub
• 🏷️ Fixed some permission errors that would sometimes pop up when deleting labels
• 🔍 Fixed an issue with search results not linking correctly through to relevant jobs and posts
• ↩️ Operandio was crashing on certain Lenovo tablets when the tablet was rotated - this has now been resolved
• 📜 Fixed an error that would prevent scrolling when writing a Comms Hub post

Feedback?

We review and consider all feedback and requests (no matter how big or small!), and are committed to making Operandio easier for both staff on the frontline and those in the office.

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. 

There's been a fair bit of "behind the scenes" work happening recently, with a couple of new integrations to allow better syncing between Operandio and external staff management platforms.

Ento and OPMS Integrations

Operandio now offers integrations with Ento (part of Humanforce) and OPMS to allow for easy staff management, rostering and syncing between platforms. There's a little bit of setup involved with both of these, so if you're looking to integrate either of them with your Operandio account, please get in touch with us at support@operandio.com to get the ball rolling.

Training module completion triggers

You can now trigger notifications when individual training modules are completed by staff. This is great if you're wanting to stay updated on completion of a specific part of your training course. You can create triggers for training modules in the same way as you create any other event-based trigger - see the help article on creating triggers for more detail.

A couple of bug fixes...

1. 🗑️ We've fixed some permissions problems that were cropping up when trying to delete Knowledge Base articles and categories. 
2. 💼 Fixed an issue that was occurring when copying job templates with nested steps from the template library
3. 📄 CSV downloads in the People area now include users' accreditation status

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.

This month's update brings some much-requested extra functionality for Actions, a small Comms Hub update, and a new section for permissions management.

Default assignees for actions raised on jobs

Comms Hub post summaries

When creating Comms Hub posts, it can sometimes be tricky to gauge how many staff your message is going out to. To fix this, we've added in a small summary to the Comms Hub that shows when you're creating a post. This will display how many staff will receive your post, how many locations you're posting to, any actions required from staff, and also give you a nudge if you're targeting a large number of people at several locations. 

Permission levels area

Make sure you're up to date

⚡️ Version 1.1.6 of the Operandio app has just been released with some Bluetooth enhancements and bug fixes. Get the updated version at the App Store or Google Play.

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.

New for this release is the addition of USB label printing for Android, as well as a couple of functionality changes to Actions and the Location Selector. 🎉

Label printing via USB is now supported on Android

In addition to the standard Bluetooth connection, you can now connect to supported label printers via USB cable to print your labels. This is ideal for businesses that already have hardware they want to leverage within Operandio. Currently supported are Zebra, Gainscha and BIXOLON printers, however we can support other makes as well - please get in contact at support@operandio.com if you're interested in reusing your current printers. 

To get started:

1. Firstly, make sure your Operandio Android app is up to date
2. Ensure your label printer is powered on and you have the USB cable handy. If your Android device has a USB-C port you'll also need a dongle or hub between your device and the printer. 
3. In the Operandio app, navigate to Labels and select a label to print
4. In the label printing window, tap Please select a printer to bring up the printer selection window
5. Connect the printer to your Android device via the USB cable. Please note: If you're using a Zebra printer and you see a prompt pop up from the Zebra Printer Utility asking for permission to handle the printer here, select Cancel as we'll handle this separately.
6. Tap Refresh in the printer selection screen and wait for the USB printer to show up in the list of available printers
7. Select the printer and you should see a pop up asking for permission to let Operandio access the device - tap OK
8. Once connected, you should be good to go forth and print!

You can also watch the video below showing a quick setup process with Zebra and Gainscha printers.

Additional action updates

There are a couple more updates to Actions in this release with the addition of a new priority setting of Critical for urgent issues. Critical actions will be the most prominent on the assigned users' dashboards to ensure important issues get attended to quickly. You can also now set the Status of an issue when creating it as well, rather than having it default to Unresolved.

Location selector upgrade

The location selection screen has also seen a few changes. It's now clearer at a glance if any of your business locations are inactive, and it also now features location grouping by region, as well as improved performance for large numbers of locations.

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.

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.

A couple of new updates in this release to help ensure your jobs get completed on time! 

Triggers are now available for job creation events

Triggers now have a new Job Created event, so assigned users can receive notifications when a job becomes available for them to complete. The process for creating a trigger with a Job Created event is the same as creating any other event-based trigger — for more information on this, refer to our help article that will walk you through the steps.

Reminder notifications

And some further improvements...

1. 🚀 The team has continued to implement significant upgrades to our virtualisation and data loading system. This has resulted in even better performance, the application should now be lightning fast and at least double the speed and power than before!

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.

It's a shorter set of release notes this month as the team continues to work away on bigger features behind the scenes. Plenty of good stuff in the works! 

Selection response types are here

The new Selection response type allows you to quickly pick from Suppliers, Assets or Users when working through jobs, making it quicker and easier than typing responses manually. You can also create your own custom lists to select from when creating the job as well. 

You'll find the new Selection response type when adding a step to a new or existing job in the Job Manager:

1. Navigate to the Managers Hub -> Job Manager
2. Create a new job by clicking Create Job, give it a name, then add a new step. 
3. Choose Selection in the Type of step field. You can choose where you want to pull your data from (or create a custom list) and whether you want to allow single or multiple answers.

Action enhancements and new reporting area

When raising actions, these can now be assigned a priority level and a due date so you can prioritize the most important actions in your business. High priority and overdue actions will take preference on the assigned user's dashboard to ensure nothing gets missed.  

To accompany this, we've also introduced a new section within the Reports area that will give a high level view of actions raised and resolved across your entire business. This can be accessed by navigating to Managers Hub -> Reports and selecting the Actions tab.

PDF updates for jobs with nested steps

PDF reports have seen a change in how nested steps are displayed. We've previously shown the responses within nested steps at the end of the PDF report, however this can sometimes break up the readability and flow of information when you've got a number of them within one job.

Nested steps are now displayed inline at their appropriate place in the job report - you'll notice a small summary and a slightly different step number to indicate this.

And a few more things...

1. 🚀 The team has made some significant upgrades to our virtualization system and data loading setup for job list components. Loose translation: More speed and better performance
2. 👻 Section and Information steps can now be excluded by location when creating jobs, so you can hide them where they aren't required.
3. 👉 If you haven't already, make sure you grab the latest versions of the Operandio app from the App Store or Google Play

That's it for this one! 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.

Some great updates this past week! The team has been furiously coding to get new features rolled out to our customers, so let's get into it.

Bluetooth thermometer support in Number responses

Number responses can now be taken directly from supported thermometers via Bluetooth! When setting up a Number response step in a process or audit, you now have the option to get the response value straight from a supported device - perfect for busy kitchens and restaurants. Simply choose Bluetooth device in the Number entry method field when creating your response step:

When completing the step in a job, just tap the Bluetooth icon, select the device and tap to record the value. Of course, you've still got the option to enter the value manually if you don't have a Bluetooth device handy as well.

🤝 Unifying Processes and Audits

We introduced Audits several months back and while the new functionality has been well received, there's been some questions around when to use a process and when to use an audit. We've listened, and we'll be rolling out more changes soon to consolidate processes and audits together and make the whole process (pun intended) easier for our customers. To start, we've done the following:

Job cards have had a makeover

You might have noticed your job list is looking slightly different in Operandio today and that's because we've started to roll out a refreshed job card. This keeps the process/audit name and run date clearly visible, and any custom names that you give to your ad hoc jobs are now also displayed. Schedule names will still be displayed for recurring jobs of course, but there's now a clearer link as to what process or audit they're related to. 

Alongside this, we've also combined the existing percentage bars and status tags into a newly styled tag that gives a clear indication of where each job is at.

Simplified running of ad hoc jobs

We've now combined your ad hoc processes and audits into a single list which you can access by clicking Run ad hoc job in the Jobs screen. When running an ad hoc job, you'll also no longer need to supply a title - just select it and run. If you need to add a custom title to a job to make it more memorable, you can always do this in the job itself using the Add optional title field as shown above.

Unscheduled processes and audits

Quicker access to individual job PDFs

In the Reports area, you can now download individual job PDFs when viewing the reports for a particular process or audit. Select an individual process or audit to view in the Jobs tab, and then access individual PDF reports by clicking the PDF download button.

A few more bits and pieces: 

1. 📦 We've added an Account number field to the Suppliers area to make it easier to match up your suppliers in Operandio to other software using existing codes or ID numbers.
2. ☎️ Phone numbers for contacts can now be quickly viewed when clicking a supplier contact from the main Suppliers area.
3. ⚡️ The Operandio iOS and Android apps have been updated to version 1.1.4, which contains Bluetooth device support and a number of updates and fixes, so we recommend updating as soon as possible.

That's it for now! 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.