2024-08 August Updates

Summary:

• Dashboards can now be displayed as a module header
• Dashboard charts include a link to show the data displayed
• Contacts now works the same as assets with groups of requirements
• Training module gets the "+" shortcut to add a missing Training record
• Improvements to how QSToolbox functions on mobile phones

Dashboards in a module

You can now display dashboard charts at the top of a module to highlight information for your users. Typically 3 charts fit across the screen, but you can have more and scroll sideways. You decide what you want to see, e.g., In the documents module you might highlight documents waiting for approval, new documents, and the documents with new versions released this year. In the issues module you might want to show the number of new NCRs this week, opened this month, closed last month.

Link to see chart data

Want to see which 11 documents are waiting for approval? Just click the icon beneath the chart to see the relevant data in the search results.

You'll only see the charts when you first go into the module, or you choose to 'show all' results. When you start applying your own search filters, the module charts disappear to get out of your way.

Contacts Requirement Groups

It's now possible to define sets of common requirements for contacts in the same way that you can already do for Assets.

Defining a contacts requirement group helps to standardise what records are required for compliance from certain types of suppliers, and makes it much easier to apply multiple requirements at once.

You might create groups for different types of suppliers, or different supplier risk levels, or based on the type of goods they supply - it's up to you.

Shortcut to quickly add missing records

To match changes made to the Assets module last month, any missing Training records can now be quickly added to an Employee via the shortcut icon:

This has now standardised the interface across Assets, Contacts, and Training modules.

Mobile improvements.

The easiest way to add content into QSToolbox from a mobile phone is via QR codes that take you directly where you need to go, e.g., to add an asset record, report an NCR, or an incident.

For those needing to navigate around, QSToolbox has had some recent improvements to make it more usable on mobile phones. These are just the start of an ongoing effort, so there'll be more coming in future updates.

In this update, the overall interface and list views are much simplified. The worklist, global search, and calendar are accessible at the bottom of the screen, and the modules are selected via the 'hamburger' menu icon at the top left. Each module initially shows items you're following so it's faster to get to the things that are relevant to you.

Here's a look at the global search and the assets module on a mobile phone: