Explore our latest release of enhancements and the new features of Notify Cloud - v7.3
Incident Management Enhancements
Assign an action within an Incident report
Users can now raise actions directly at the point of reporting an incident, streamlining workflows and improving response times. This new functionality aims to provide a more intuitive experience, helping teams manage incidents more effectively and take prompt corrective or preventative actions.
Important Note: This feature is integrated with your organisation's incident configuration. To implement, please reach out to your Customer Success Representative for assistance.
Example Scenario:
While reporting a "Slip, Trip, or Fall" incident in a workplace, the person completing the report notices that the incident occurred due to a spill in a hallway that was not cleaned up promptly.
In this scenario, the person reporting the incident can now create an action such as: “Ensure the spill is cleaned up immediately and place a ‘Wet Floor’ sign to prevent further incidents." to address the immediate hazard. By doing so, they can ensure a swift response to prevent any additional accidents and demonstrate a proactive approach to safety management.
Creating this action directly within the incident report ensures that the issue is addressed promptly, assigns clear responsibility, and sets expectations for completion, enhancing workplace safety and accountability.
Incident Management > Custom Status - In Progress
We are pleased to announce the addition of a new "In Progress" workflow status to improve your incident management process. This feature enables you to clearly distinguish between incidents that have just been reported and those that are currently under investigation. By providing this level of clarity, you can streamline your workflow and ensure that every incident is effectively tracked and managed.
Important Note: This feature is integrated with your organisation's incident workflow configuration. To implement, please reach out to your Customer Success Representative for assistance.
Example Scenario:
An employee reported an incident involving a slip, trip, or fall. In the past, all reported incidents were categorised simply as "Open," which created challenges in tracking which cases were currently under investigation and which were not.
With the introduction of the new "In Progress" status, when a manager starts an investigation and saves it as a draft without completing it, the status will automatically change to “In Progress.” This allows managers to better prioritise investigations. As a result, resources can be directed towards incidents that require immediate attention, ensuring that no case is overlooked or delayed.
Risk Assessment Enhancements
Custom Risk Matrices
We are excited to announce a powerful new enhancement to our Risk Assessment module: Custom Risk Matrices. We’ve developed the ability for you to further tailor Risk Assessments by enabling you to select the matrix size that best fits your organisation's needs - choosing from 3x3, 4x4, or 5x5.
This new level of customisation enables more precise risk evaluations that aligns with your company’s specific risk management frameworks. It will help you make more informed, impactful safety decisions.
My Company Settings > Configure Risk Matrices
Company administrators can now select the default matrix size (3x3, 4x4, or 5x5) in ‘'My Company Settings’ to enable this feature. This ensures a consistent approach to risk assessments across your organisation.
Important Notice: Historic risk assessments will remain unchanged; they will continue to use the 5x5 format even after the risk matrix is updated.
Example Scenario:
Within a manufacturing facility, it’s identified that using a 5x5 risk matrix leads to overcomplication, with many risks falling into similar categories. To simplify the process and make it clearer for staff, the manager switches to a 4x4 matrix. This change streamlines risk evaluation by condensing categories for likelihood and severity, allowing for quicker assessments and more focused prioritisation of risks, while still maintaining effective risk management.
Risk Template Report Preference > No Risk Score
Risk Template Managers can now choose whether to include a Risk Score in their assessments. This option helps to avoid unnecessary focus on low or no-risk situations, ensuring attention stays on the most relevant risks.
A Health and Safety Manager in the construction industry is conducting a Risk Assessment for routine equipment inspections. The tasks include checking tools, ensuring safety signage is in place, and inspecting storage areas for the organisation. These tasks pose little to no immediate hazards, as they are routine and follow established safety protocols.
In this case, the manager opts to omit the risk score within the risk template, as assigning one might unnecessarily elevate minor issues. By not including a score, the assessment stays focused on high-risk activities, such as heavy machinery operation or working at heights, where attention is needed most. This approach helps prioritise resources and actions for tasks with real potential hazards, ensuring safety efforts remain effective.
Risk Assessments > Globally reassign Risk Assessments
We have introduced the ability to reassign multiple risk assessments from one user to another in bulk. This new feature simplifies the reassignment process, saving time and ensuring a smooth transition when managing user changes.
Example Scenario:
When onboarding a new team member who will take over the responsibilities of a departing colleague. The departing colleague has been responsible for overseeing multiple Risk Assessments across several projects. In this scenario, instead of manually reassigning each Risk Assessment one by one, the Risk Manager can use the new bulk reassignment feature to transfer all relevant risk assessments to the new team member in just a few clicks. This not only saves time but also ensures that all risk management activities continue seamlessly without any oversight gaps.
Risk Assessments > Ability to Filter by Risk Template Name
Quickly access and review Risk Assessments associated with particular templates without scrolling through extensive lists. This helps you manage Risk Assessments more effectively by allowing precise searches and better organisation.
Risk Assessments > Last Published Date
The Risk Assessment list now features the Last Publish Date for each assessment. This enhancement facilitates improved tracking and verification of risk updates, which can also be exported to CSV format. By including the Last Publish Date in the export file, users can effectively compare the Publish Date with the Next Review Date, thereby streamlining risk management processes and enhancing overall data accuracy.
Risk Assessments > Ability to Filter by Published Date
Users now have the ability to filter records based on their last published date, simplifying the process of finding the latest updates and changes.
Public API Enhancements
We are excited to share recent enhancements to our public API, designed to improve data retrieval capabilities across various endpoints:
- Incident Endpoint: Now allows for the retrieval of action details created within incident reports.
- Risk Assessment Endpoint: The previous property for overriding the Risk Matrix description has been marked as obsolete.
- Audits & Inspections Endpoints: Location data has been included for better context and tracking.
These updates enhance data accessibility, facilitating seamless integration and management across different facets of your operations.
If you would like to learn more about Notify’s Public API you can visit Integrations | Notify Technology or our API documentation via our Developers Portal.
General Enhancements
We’re excited to introduce a range of general improvements designed to enhance your experience. These updates focus on improving system performance, usability, and reliability, helping you work more efficiently and effectively.
Report Preferences > Hex Colours
You now have the option to choose your preferred HEX colour within the report preferences, enhancing the customisation of your reporting experience to match your company's brand.
Form Templates > Export to PDF
The new PDF export option gives you the ability to easily review form templates, by providing a comprehensive view of the entire document in a single, accessible format.
Action Tracker Dashboard > Actions by Form Template
We have updated the title and button in our Safety Intelligence Action Tracker Dashboards related to Audits & Inspection Forms, enhancing clarity and improving navigation for users when working across all Form Templates.
Performance Improvements, Scalability and Load Testing
As Notify grows and we take on more and more customers and users around the world, we want to ensure the performance and scalability of our Web and Mobile applications are fit for purpose now and in the future.
We have invested significantly into third party experts carrying out Load Testing to replicate high demands on our software and infrastructure, which will help Notify to identify where we need to make improvements.
Technical Debt
At Notify we call this ‘keeping our lights on!!'. Essentially this is about good housekeeping to ensure the infrastructure, code, third party components and the plumbing we use is maintained, secure and in good working order.
Scheduled Downtime
We are really looking forward to delivering this version to you. There will be scheduled period of downtime on the evening of Wednesday 25th September to allow us to introduce these new features into Notify. We will endeavour to keep any disruption to a minimum.