General
Editing completed Smartform reports
Editing completed Smartform reports: it is now possible (through an additional permission) to edit Smartform response text from within the Smartform / Callouts Inbox to influence the data displayed in the Smartform reports. Useful when editing Callout reports before sending them to customers. A full audit of any changes is available here as well. Note: Smartforms with custom reporting are not currently supported by this enhancement.
Pause Smartform emails for checking
Smartforms can now be configured to pause email sending until they can be checked in the Smartform Inbox, so their response text can be adjusted before sending to customers etc.
Continuous Service date on the Tupe tab
Continuous Service date is now supported on the Tupe tab of the Applicant and Employee records.
Auto Book on/off at Service or Shift level
It is now possible for Auto Book on/off to be controlled either at a Service or Shift level.
Logon redirect to the correct instance
Web User Logon attempts to an incorrect SmartTask instance will now redirect the user to the correct URL.
Zero Holiday Accrual at year end option
A system option is now available which will cause all Employee Holiday Accrual values to be set to zero at the end of the year.
Audit of messages sent to Employees
It is now possible from the … Employee menu to see an audit of messages sent to Employees via the “Message Employees” feature.
Average days worked per week option
It is now possible to replace “Accrual percentage rate” with “Average days worked per week” on the Employee Holidays and Absences page.
Smartdoc modified date shown
Smartdocs now show the modified date, so that its clear when a document such as an AI has been updated. Updated Smartdocs already prompt Employees to read the latest version when the document is updated.
Mobile Ops
Runsheet reports in the Customer Portal
The Runsheet Callout and Runsheet Jobs reports are now supported within the Customer Portal, useful if you wish to share a list of callouts with your customers.
Smartform Inbox in the Customer Portal
Smartform Inbox is now compatible with the Customer Portal allowing you to share Callout reports and other Smartforms with your customers.
Vetting / Onboarding
Personal reference attachments
Applicant personal reference attachments can now be added to Vetting Reference requests.
Pay / Bill
Extras pay rate extended
The pay rate in Extras has been extended to support payments over 999.99.
Sage 200 support
SmartTask billing now supports Sage 200.
Bi-annual Extras
Extras now support Bi-annual (every 6 months).
Tracker shifts charge in blocks of time
Tracker shifts now support Charge in blocks of time.
Reports
Roster projection report
A new “Roster projection” report, which contains next week’s Roster has been added to the Location and Payroll email reports, useful to automate sending of next week’s Roster to customers and subcontractors.
Dashboard Exception report prefilters
A Location prefilter has been added to the Dashboard Exception report along with the date.
Employee Roster report Teams filter
Employee Roster report now has a Teams filter and the page breaks between each employee’s roster can be supressed if required.
Monthly Location Email Reports
Location Email Reports now supports monthly frequency with selections for previous and current months data.
New Beta Modules
Training and compliance module
Phase 1 of our training and compliance module is available in beta form.
Phase 1 provides a Monthly visit compliance dashboard which looks for Certificates for nominated Employees to check they have had a monthly visit certificate created each month. In a future update Smartforms will be modified, so they can automatically create certificates, making it possible to configure the system so that as each monthly visit report is completed by your managers, they will automatically create a certificate for the appropriate Employee, allowing management to see at a glance how compliant your operation team are at delivering monthly visits.
Contact your SmartTask account manager if this is of interest
SmartTask Engage
SmartTask Engage App progress
We continue to improve the version of the SmartTask Engage App available on Google Play and we now feel it’s a better option than SmartTask Advanced App for Android users, the Apple iOS version is now also available so SmartTask Engage so we are close to being ready to completely supersede the older Smarttask Apps with SmartTask Engage.
Should you wish to make use of these exciting new features, we strongly recommend that you test them out to ensure you understand how they work before using them in your operation.
The SmartTask support team can help you set them up and if you find you would like these enhancements or any other parts of the system to operate differently, please contact your account manager to let them know, you never know your ideas may become part of a future update.
If you no longer want to receive this email or if you would like it to be sent to additional people within your organisation, please contact the SmartTask support team.
Thank you,
The SmartTask team.