Here’s a rundown of all the changes and additions we made to Simplifya in December 2020:
- We split up ‘Create Custom audit’ and ‘Create Simplifya audit’ into different forms
Previously, when you created an audit, one of the first things you had to decide was whether you wanted to create a Simplifya audit or a Custom audit. Now, this decision is no longer there. When you click “Create Self-Audit” in the “Audits” module, you can only create an audit of Simplifya-created content. To create an audit of custom content, you will now have to go to the “Questions” module, where you’ll find a button for “Create Custom Audit.” We did this as the first step of a larger plan to simplify the process of creating an audit.
- Muted Categories now hidden on “Overview” page of Audit Report PDFs
Previously, if you checked “Hide muted questions” when generating an audit report PDF, the muted questions and categories were hidden from the question list, but not hidden from the Overview section of the audit report. We heard from folks that didn’t want to see muted categories on this page. Now if you check “Hide Muted Categories” when generating the audit report PDF, it hides the muted questions and categories from the Overview page.
- Finalize audits without generating Action Items
You’re now able to finalize audits without generating action items for the non-compliant issues identified in the audit. The inspiration for this feature came from the confusion some of you had around the “Training Audit” feature. We had a few users create training audits because they wanted to create a real audit, but didn’t want to generate action items. In order to do this, they were creating training audits so it wouldn’t generate any action items, but this also made it so the audit had the “Training” badge on it, which made it seem like it was not a real audit.
Now, when finalizing an audit, there’s a “Create Action Items for non-compliant questions” checkbox (defaults to checked) in the modal that opens. If you uncheck this box, you’re no longer forced to select an assignee before finalizing the audit and there will not be any action items generated for the non-compliant audit questions. This means that on the non-compliant audit questions, we do not display the solution to restore compliance, nor do we include the “assign action item” feature.
- The “Create Audit” form is now two screens: “Audit Details” and “Optional Configurations”
There were a few reasons we did this:
(1) The Create Audit screen was just too busy. We wanted to simplify the experience, so we split it up into two screens. Many users may not ever use the optional configurations, so putting it on its own screen allows for a simpler audit creation experience. You don’t need to visit both screens to create the audit.
(2) We have more space to explain/clarify what the configurations do. There have been a few times that it was clear that clients were misunderstanding what “Training Audits” actually are/do, and we realized we may need to better explain that and the other optional configurations.
Also, we made the “Email Notifications” to Audit Assignees a default setting in the optional configurations. This means that unless you uncheck this configuration, audit assignees will receive an email immediately letting them know they’ve been assigned an audit, an email when the audit has been completed, and an email when it’s been finalized.
- “Undo / Redo” buttons added to rich-text editors throughout the web app
Whenever you see a rich-text editor on the web app, there will now be undo and redo features.
- “What’s Changed in this Version?” section added to SOP Template
In the early days of our SOP Templates, we heard from users that they wanted to be able to know what was different from one version to the next in our SOP Templates. To alleviate this confusion, we’ve done two things:
- In a new version of an SOP template, the color of the changed/new text is blue to draw attention to it.
- We’ve added a “What’s Changed in this version?” field where we will enter a brief description of the changes that were made in this version of the SOP Template.
- The text areas of SOP Tasks now have a white background
As mentioned above, when we release a new version of an SOP template, we add some brief text about the changes in the “What’s Changed in this Version?” field, and we also make the text of the actual changes in blue. The light blue background of the SOP tasks made it difficult for the blue text to stand out (which is the point of making the text blue), so we updated the background to white. We made the citations section gray as a way to visually break up the tasks.