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.

It's just about February already! We've added new features across several areas in Operandio.

Training course score visibility

When creating or editing a training course, managers now have the option to display the user's score to them once the course is completed. Employees can view their score in the Your Training area of their profile, and via email once the course is complete. To enable this feature, simply check the Show user score checkbox when creating or editing a course.

Triggers area updates

1. Create a new event-based trigger
2. Ensure Which event(s) should this trigger respond to? is set to User Training Course Completed and then select the appropriate course(s)
3. In the field What should the trigger do?, select Send a communication to the Operandio user that assigned the course
4. Select your communication methods and locations and save your trigger

Skip uncompleted steps when submitting audits

Having to skip multiple steps in an audit can be a bit of a repetitive process, so we've now added the option to Skip steps and submit when submitting an audit. 

This option will be shown if you have any uncompleted steps upon attempting to submit, so simply select this option to skip them (as well as any uncompleted steps in any nested processes) and submit the audit.

Some more highlights

There have also been several other small updates in the latest releases:

1. ✅ A new Number rating (1 to 20) response type (for when 10 just isn't enough!)
2. 🎯 Custom scoring for steps now allows the use of decimal numbers to 1dp for fine-grained scoring
3. 🐛 A number of bug fixes and behind-the-scenes speed tweaks, especially in the Reports area

That's it for this month. 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.

The Operandio team is full steam ahead for 2024, starting with the launch of the new Suppliers section — and a couple of other nifty features. 

Manage your suppliers and vendors

The new Suppliers section allows you to track all the suppliers you're dealing with in your day-to-day business. You can add multiple contact details for each of your suppliers and build up a centralized contact database for your team.

Coming soon, we'll also be integrating them into response types so you can quickly select suppliers when completing jobs, as well as adding the option to add and manage supplier certifications.

We'll be rolling out Suppliers to all accounts shortly, but if you'd like to take a look before then, please get in touch.

Attach images and files to any step

You can now add images and files to any step in a job via the Add note/media button (previously called "Add note"). Images speak a thousand words, so the next time you need to leave a note on a job step, you'll be able to snap a few photos or attach a file and clearly communicate any issues relevant to the step.

New file submission response type

We've also introduced file uploads with the new File submission response type. When creating a new step in a process or audit, simply choose File submission in the Type of step field. Then, when you're working through the job, simply upload any files from your computer or device and they'll be ready to access come compliance time.

There's plenty more updates on the way! As always, if you have any questions or feedback on these new features, please get in touch with us at support@operandio.com and let us know.

Just in time for the New Year, we've added custom scoring to our audits. This means you can now assign specific score values for any supported response types.

With this new feature, you can assign higher or lower scores (even negative ones!) to each of the responses in a step so you can weight different aspects of your audits to better fit what's important to your business. 

It's easy to access custom scoring when creating or editing an audit:

1. Select a supported response type. The current supported response types are:

• Number rating (1 to 5)
• Number rating (1 to 10)
• Yes, No
• Yes, No, N/A
• Pass, Fail
• Compliant, Not Compliant

2. Enable the Custom scoring condition on the step

In the Conditions section of the step, enable the Custom scoring toggle and enter the score you want to use for each of the available responses. If you want any responses not to count towards the final step score, you can select the No score toggle.

That's all there is to it! These custom scores will then be reflected in your reports when an audit is submitted. 

If you have any questions or feedback on the custom scoring feature, please get in touch with us at support@operandio.com and let us know.

Introducing Conditional Logic and Action/Note Enforcement for your Process steps! 🌟

We're thrilled to unveil another great feature: conditional logic coupled with action enforcement and note-taking capabilities. What does this mean for you and your operations on Operandio? Let's dive in!

Now, within your process workflows, we've enhanced your number entry steps with a powerful upgrade. When your team enters a number that matches predefined conditions, Operandio steps in to prompt them to either raise an action, capture pertinent notes, or both!

Your team can add more useful context and detail, and escalate corrective actions with ease.

We're also committed to continuously expanding and enhancing the capabilities of this feature, tailoring it to meet your evolving operational needs.

Key Benefits:

• Precision in Compliance: Set and forget – Operandio requests actions or notes when conditions are met.
• Streamlined Operations: Seamlessly guide your team through tasks, intuitively prompting for detailed information, tracking and encouraging further action.
• Future-Ready Expansion: Expect more enhancements in the pipeline!

Get ready to elevate your workflow experience to new heights!

Introducing Audit Scores Reporting on Operandio!

Audit Score reports are your gateway to streamlined insights and performance tracking. This feature empowers you to effortlessly monitor the status of your audits and gain valuable insights into performance trends across all your locations.

Creating your first report is a breeze. Simply navigate to Managers Hub -> Reports -> Audit Scores within Operandio and unlock a wealth of actionable data to drive informed decision-making.

Key Highlights:

• Real-time Status Insights: Gain a bird's eye view of audit statuses across your locations, at your fingertips.
• Performance Tracking: Track and compare results across all your locations on a single chart, helping you focus where it's needed.

Harness the power of data-driven decisions and elevate your operational efficiency with Operandio's comprehensive Auditing capabilities with our Audit Score Reporting.

Newly released, you can now set an individual logo for each of your Operandio locations.

Your location logos will show in-app, on PDF exports, and on kiosk device login screens.

You can still set your company logo as before, used on global pages, and as a fallback when no location logo is present.

Head to the Settings > Locations section, edit a location and upload a logo.

Visible to users when changing location.

Shows on kiosk device login screens.

Branding in your PDF downloads.

We've added formatting & symbol options for your number entry step responses.

Choose from an extensive range of options for temperature, weight, length, volume, time & currency. 

Select a unit and decimal place options.

Formatting & symbol options display in your Operandio jobs, PDF exports & reporting.

Announcing an important enhancement to your Operandio Areas of Work.

Select the Make private option to restrict access to members or full administrators for Jobs, Knowledge Base Categories, Articles + more.

Only existing members with permission or full administrators can add other users to private areas of work.

We've also created a new option Hide from kiosk devices. Any member of an Area of Work with this option selected won't be listed on Operandio kiosk mode devices.

We've released Operandio v1.1.3 into iOS & Android app stores!

Update through your iOS App Store or Android Google Play store to get the latest.

This update includes stability updates to the photo submission step camera function for low connectivity settings.