Inspections Spreadsheet Export

We've added the ability to export a Spreadsheet and PDF of your inspection results. You'll find it in Intelligence > Reports > [Create New] > Inspections.

Export Spreadsheet of all Organization Teams

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It is now possible to download a spreadsheet of all Teams in the Organization account. Press Download as Spreadsheet in the header at the top of the list of teams at Planning>Teams.

Filter Equipment by Expiry Date

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It's now possible to filter our equipment expiry report by Category & Kind. The expiry report also shows quantities expired in the batch if it is a supply.

  • Logistics > Equipment > Categories > (Right Side) By Expiry Date,
  • or click on the By Expiry chip at the top-right of Category or Kind pages.

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Custom Fields Added To Equipment Management API

We've added Custom Field data to the 'list' equipment items endpoint for our Equipment Management API.

As this increases the amount of data delivered, and speed, we've made it an opt-in flag include_custom_fields=true parameter.

To use it, just add the parameter to the /v2/team/equipment endpoint. e.g. GET {server}/v2/team/equipment?include_custom_fields=true (see docs)

You can add multiple parameters to filter data on this endpoint, e.g. GET {server}/v2/team/equipment?location_id={id}&include_custom_fields=true.

The data you'll get back is something like this for each field for each item:

       "id": //id of the custom field,
       "entity_id": //id of the equipment item,
       "secure": //bool if the field is marked secure,
       "type": //type of custom field e.g. date,
       "label": //title of the custom field,
       "value_string": //string version of the value,
       "value": //raw version of the value, e.g. id of multichoice,
       "postfix": //symbol for after the value e.g. a unit,
       "hint": //text hint for field,
       "bundle": //field grouping,
       "member_edit_own": //bool if the member can update this
       "required": //bool for required field
       "archived": //bool if archived or current
       "ordering": //order in display list
       "choices": //choices for multiple/single choice

Minor Updates

Personnel & Training

  • ENHANCEMENT We have added your personal On-Call / Off-call times to your iCal feed so they appear in Outlook, Google Calendar, or on your phone.

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  • FIX: When viewing a Document, the 'Last Updated' value no longer updates for shows last viewed date and time.

Incident Reporting

  • ENHANCEMENT: When filling in Incident Timestamps, if you have a pre-start timestamp configured, we'll now auto-set the date to 'Today' if you fill in a time on its own.

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  • FIX: When viewing a Document, the 'Last Updated' value no longer updates for shows last viewed date and time.

Equipment Management

  • FIX: It is now possible to merge a team-owned Category / Kind into an organization-owned Category / Kind.

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  • FIX: When viewing a Document, the 'Last Updated' value no longer updates for shows last viewed date and time.

Minor Updates

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  • When you create a blank draft Incident we will set the start and end times to 'Now' with a zero minute duration. This should mean less adjusting of the time picker for most teams who enter their paperwork immediately. Previously we set the incident from 0900-1700 as a holder.
  • Many teams have single person Incidents where the person adding the draft Incident report is the only attendee. To make this quicker, we've put the name of the signed-in user at the top of the Attendance picker as 'Me'.
  • It is now possible to filter your Charts by any Tag. Previously it was only possible to filter by Bundle.

Electronic Signatures and Form Locking

We've added Electronic Signatures as a Field Type in D4H Incident Management. This will allow you to sign status boards, tasks, and forms from both the web and mobile applications. Signing a form will Lock it from future edits.

Drawing Your Signature

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Automatic Signature Generator

If you don't want to draw, we'll generate an automatic signature for you in a handwritten script.

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Uploading Your Signature

If you have a photo of your signature, you can upload it as your default one. Single-click sign and lock forms from here.

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Locking A Form

Signing a form will Lock it. This means that it is uneditable by you or other users. Whoever signed the form, approved it. Unlocking a form will erase all signatures on the form. Unlock a form from the context menu.

Persons Involved Custom Field Export

When you run a Persons Involved Custom Report using our self-service reporting (Intelligence > Reports > [+ Add New] > Persons Involved) your spreadsheet export will now have all Custom Field values assigned against the person involved.

See our knowledge base on How To Add Custom Fields.

Organization Group Emailing By Team

We've previously supported the ability to BCC email the organization Members within a Group. This prepared an email to send to every member within the group across the entire Organization or division.

We've now added the ability to target that email to members just in specific Teams within an Organization-based group rather than every team.

Within the parent Organization view above your teams, click Planning > Groups > Select a Group > Click the Envelope.

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Improved Supply Levels

We've improved the user interface for Supply Levels to make it cleaner to see what is required and whether you meet your set Required Levels.

We've also made the display more relevant by hiding any supplies where an Equipment Location has 0 items, and 0 items are required in that location.

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