Action Audit

Action Audit updates and changes

April 2024

2024


Editing organization parameters directly in the audit view

Feature
Web Platform

So far, on the web platform, editing organizational parameters related to audits was only available in the audit edition form and that caused some problems. Users without appropriate permissions were not able to set the values of organization parameters during an audit. The introduced change allows an auditor to edit the values of organization parameters directly in the audit view.

Uploading multiple attachments at once

Feature
Web Platform

The ability to upload multiple attachments at once has been added. In this case, the attachment description field is inactive. The attachment description field can still be filled in when 1 file is indicated.

Action Audit in Chinese and Spanish

Feature
Web Platform
Mobile App
ver. 1.14.1

The Action Audit online platform and the Action Plan Pulse mobile application have been translated into 2 new languages. Chinese and Spanish have been added to the previously defined Polish, English and German.

March 2024


Positive observation

Feature
Web Platform
Mobile App
ver. 1.13.2

Both in the mobile application and on the web platform, the ability to enter the so-called positive observation, i.e. a comment to the "Yes" answer, has been added. By default, the field for entering the observation is hidden and appears after clicking on "Add positive observation".

A positive observation does not initiate action in the corrective action plan but remains as information associated with the audit question.

One-time password

Feature
Change
Web Platform

A change in the method of logging into the system for the first time. The newly created user receives a message with a login (email) and password, the validity of which is limited in time, and what is more important, after logging in, the user only has access to the form for setting his own password. Previously, a newly created user had to go through a password recovery procedure, which was not intuitive for everyone. The new approach is easier and does not negatively impact safety.

Additionally, the new user form has been simplified. The fields: login, password and phone number have been removed, and by default, after creating a user, a message with a one-time password is sent. Additionally, the "Account business card" button has been renamed to "Password Reset" and its function has been changed accordingly.

Removal of the requirement to attach a photo to a recommendation

Change
Web Platform
Mobile App
ver. 1.13.2

The implemented change removes the requirement to attach a photo or other file to the "Recommendation" answer, even though such a requirement was set in the question configuration in the checklist. The requirement remains unchanged for negative answers, i.e. those with a result below 100%.

Information about automatic activity acceptance

Feature
Web Platform

An activity declared as completed is subject to automatic acceptance after a set period of time. The parameter specifying the number of days for automatic acceptance is set in Organization parameters.

Information about the date and time of automatic acceptance of the completion of the activity has been added to the table of activities in the form of an additional icon and tooltip.

Information about automatic activity acceptance
Feature
Web Platform

Right-left navigation has appeared in the views of audits, Quick Kaizen ideas and engineering changes, allowing you to move between individual objects without having to return to the list. Navigation takes into account the scope and sorting used on the list when entering the detailed view of a given object. The function is already known from the AP view and works the same as navigating between action plans.

Translation of checklists using AI

Feature
Web Platform

In the checklist editing form, in place of defining the language version of questions, a new option has appeared, marked with a link with a processor icon. It allows all questions to be translated using artificial intelligence. Questions are translated from the language that the user has set in their profile to the language selected from the drop-down list. The entire operation, depending on the number of questions, takes from 10 to 30 seconds. It is important that after completing this process, press the "Update" button, which will save the data to the database.

Improved checklist importer

Change
Web Platform

The changes mainly concerned the XLSX file with a checklist template, which contains current data regarding, among others, lists of zones and auditors and therefore the template should be downloaded immediately before data import. Working with the current template and entering all the required data guarantees that the import will be successful. Additionally, the import view includes a graphical representation of the appropriate column arrangement of the imported file.

Audits plan import

Feature
Web Platform

Added the ability to import a large number of audits from an XLSX file with a given format. This function may be useful when audit dates are so irregular that they (audits) cannot be planned using a schedule. The function is available by selecting New audit and then Import.

Usability improvement of the user and employee data import form

Change
Web Platform

The users, employees and Pulse accounts import form has been thoroughly rebuilt, resulting in a dramatic improvement in usability.

In the upper part of the screen there is a table containing objects and (required or optional) parameters when importing data. The table is dynamic and changes its appearance as the user defines the data columns - changing the font to bold means that the required parameters of a given object have been defined.

Below there is the actual form for specifying which column contains each parameter, as well as for pointing to the XLSX file.

User and employee data import form

Two-factor Authentication (2FA)

Feature
Web Platform

The option to enable two-factor authentication, the so-called 2FA, was implemented in the system. After selecting the option in the account settings view and applying the changes, the user will be presented with a QR code to scan in a two-factor authentication application, e.g. Google Authenticator.

February 2024


A fix of discrepancies in action plan dates

Bug Fix
Web Platform

A fix for discrepancies in action plan start, due and end dates between the single AP view and the list of action plans.

Application layout redesign

Design
Mobile App
ver. 1.12.1

The layout and style of the app have changed significantly. We believe the new look is clearer and more uniform. Below are 5 screenshots showing different views of the app.

Pulse redesigned screens

Setting an activity as unexecuted

Feature
Web Platform
Mobile App
ver. 1.12.1

The feature is available in the activity menu in the action plan view. Thanks to it, the user can report to the action plan's owner that a given activity has not been performed for some reason, eg. it is no longer required or is inappropriate at a given stage.

An unexecuted activity has the same effect on the action plan as if it had been completed, i.e. it is possible to work on the following activities. Under certain conditions, it is possible to return the activity to execution.

Organization work schedule

Feature
Web Platform

The function allows an authorized user to mark on the annual view days when the organization is not working, e.g. on a long weekend or a scheduled shutdown. On these days, as well as on holidays and weekends, scheduled audits will not be issued. In the future, the organization's work and downtime configuration can also be used for other purposes.

Organization work schedule view

Unified language across the Pulse app and web platform

Feature
Mobile App
ver. 1.11.4

A feature has been introduced that unifies the user interface language in the Action Plan Pulse mobile application and the web platform. Changing the language version in Pulse will immediately update the language on the web platform. This mechanism does not work the other way around. Additionally, changing the language to Web will not occur if more than one user account is associated with the Pulse application.

Added missing column in the "Auditors' Diligence Report"

Bug fix
Web Platform

The missing Unexecuted audits count column in the Auditors' Diligence Report XLSX export file had been identified. The bug has been fixed and the column has been added.

Increasing the strength of passwords

Change
Web Platform

To ensure data security, we have decided to increase the minimum requirements for user passwords. From now on, user passwords will have to be at least 8 characters long and contain at least: 1 small letter, 1 capital letter, 1 digit and 1 special character.

January 2024


AI-generated suggestions for corrective actions

Feature
Web Platform
Mobile App
ver. 1.13.1

The first in a series of planned features using artificial intelligence. With the new function, based on the audit question and the auditor's observations, you will receive suggestions for five corrective actions.

See an example of the use of AI presented in the video.

Attaching photos to the action plan export file

Feature
Web Platform

A function allowing to attach graphics to tha action plan XLSX file has been introduced. The images are placed in the second tab of the exported spreadsheet.

The option of generating a file without photos remained. The graphic below shows the export confirmation window with 2 options to choose from: Yes, include images i No, export only data.

Okno potwierdzenia eksportu

Designation of a person responsible for corrective action

Feature
Mobile App
ver. 1.11.2

Previously, if a non-compliance was detected, the same - specified in the workflow configuration - person was always assigned to solve the task. The new feature allows the auditor to designate another person to resolve non-compliance.

As this option may be undesirable in some cases, we have introduced restrictions on access to it. Only users with the role of Administrator, Audit Manager or a set of roles Auditor + Lead Auditor can change the responsible person. Lead Auditor is a new role that has been to distinguish auditors who can change the responsible person from those who cannot.

Requesting a change of the activity assignee and a change of the due date

Feature
Mobile App
ver. 1.11.2

So far, users who did not have the appropriate permission were unable to request a change in the assignee or a change in the activity due date. These 2 new features have been introduced in the mobile application.

Note: Users with the ability to directly change the values of the Assignee and Due date fields will not see links to open request forms.

System self registration

Feature
Web Platform

This feature is addressed to future Action Audit users. At the following address https://app.action-audit.com/users/sign_up there is a form which allows one to create an account in the Action Audit system and test the solution for free for at least 30 days.

December 2023

2023


Instant non-compliance correction

Feature
Mobile App
ver. 1.11.2

The function that allows an auditor to mark non-compliance as immediately resolved has been implemented in the Action Plan Pulse mobile application.