Release Notes

A log of the latest updates to ecoPortal

Click here for our Mobile App release notes.



Released on 30 April 2024

IMPROVEMENT

Actions Manager: From node IDs to node names
We’ve made it easier to update the names of reporting structure tags across ecoPortal. 

Starting with Actions Module, the reporting structure name (instead of the ID) will be displayed on reports, charts, and the action itself. 

For example, if you have a location tag that was called ‘New Zealand’, but the ID was ‘New-Zealand’. The name, without the hyphen, will now be visible.

Released on 29 April 2024

NEW

New-look for your home screen

Say hello to your new-look home screen: a personalised hub so you can stay informed, and get up-to-date on your tasks, actions, and pages, fast! 

Comprised of components, the new design gives you a snapshot of your ecoPortal activity, and allows you to quickly navigate to your active pages, and your most pressing to-dos.

Check out this handy User Guide for the new Home design here.

 

Create New Component

  • Create new pages from your most-used templates in a single click via the quick-access panel

    • Access all your available templates via the menu (vertical ellipsis).

 

Tasks Component

  • See a list of outstanding tasks, broken down by task type. Escalated and overdue tasks will show at the top, tasks are ordered by creation date thereafter.

    • Added the ability to filter by task type and task creation date.

    • Added indicators to highlight overdue and/or escalated tasks. 

    • Added the ability to navigate directly to the Task Manager.

 

Open Actions Component

 

  • See a list of outstanding actions, broken down by action status.

    • Added the ability to toggle between chart view and list view.

    • Added the ability to drill down to the actions list view by clicking on a chart segment.

    • Added the ability to filter by action status and action due date.

    • Added the ability to navigate directly to the Actions Manager.

 

Comments Component

  • See an overview of open comments where you are involved in the thread, and comment tasks assigned to you.

    • Added a count of the number of outstanding comment tasks.

    • Added the ability to see the latest comment in a comment thread.

    • Added the ability to navigate directly to a comment. 

 

Active Pages Component

  • See an overview of pages where you have completed a task on.

    • Added the ability to switch between ‘in progress’ pages and ‘completed’ pages.

    • Added the ability to view the current active stage on a page.

    • Added the ability to view which stages have been completed.

    • Added the ability to see the last update date.

 

Upcoming Dates Component

  • See an overview of upcoming events on pages you have access to.

    • Added the ability to filter by date.

 

Please note:

  • The new Home design makes it easier for us to add more components based on your feedback. To start with, you will not be able to add or remove the components from Home (as you currently can in with My Dashboard under Interface Settings), but it is our intention to build greater individualisation options like this into Home in the future. 

  • At this stage, the new Home design will not be supported on kiosks. Kiosks will retain the legacy ‘My Dashboard’ design. 

  • The Go to legacy Home option (opt-out) has now been removed from the Home design.

Released on 29 April 2024

IMPROVEMENT

Visitor Management - Host Field Filters

You can now restrict who your Visitors can select as hosts with the new Host Field filters. This is ideal for filtering out contractors, or others with an ecoPortal account who are unlikely to host visitors on your site.

Host field filters are applied per visitor type per kiosk, and must be configured in the Kiosk Configuration screen under the field visibility for each Visitor Type.

  • Added a Host filters option to the host field where you can add or edit the hosts available for selection by visitors during check-in using people filters.

    • The people filters that can be applied include contractor details, location tags, schema, supervisor, or user group.
      Note: it’s not possible to filter by individual users.

  • Added a “# hosts available” preview button to the host filter, so you can preview how many people will be available in the host search after filters are applied.

Note: This will only be available on the mobile app from Version 1.28.1. Legacy clients will still view all people regardless of filters in place via the Mobile App.

Released on 23 April 2024

NEW

Visitor Management - Dynamic Visitor Types

You can now tailor your visitor check-in experience to meet the needs of all your visitor types (not just visitors and contractors). 

With this release, Visitor Management administrators can create, modify, or remove Visitor Types, as well as set up dynamic check-in workflows for each. Whoever your visitors are, be it merchandisers, landlord contractors, suppliers, or customers - you can capture and share the relevant information to meet your requirements and keep them safe.

Our Visitor Management kiosk configuration and some design elements have changed to accommodate this update. We’ve put together this handy user guide to help you get started with dynamic visitor types and navigate the new set-up process.

Visitor Log design/interface changes:

  • Added a new settings cog menu (between filters and export) from which the new Visitor Types configuration can be accessed

  • Moved Kiosk Configuration & Set Up into the settings cog menu for easier access

  • Removed the contractor-specific visitor icon from the visitor log, all visitor types will now use the same icon. This excludes denied visitors, who will now be shown with the (-) symbol against them.

  • Visitor type is now a column in the visitor log

Visitor Type Configuration:

  • Added the ability to create any number of custom visitor types

    • Add custom names and descriptions for each visitor type. Descriptions are visible to your visitors when they check-in, helping them to select the most fitting option

  • Added the ability to configure which fields will appear on the check-in form for each Visitor Type (and whether they are required or optional).

Note: Personal details fields are now set up/updated under Visitor Types instead of Kiosk Configuration and Set-Up.

Visitor and Contractor will remain our default visitor types, however, they can now be renamed or removed at your convenience.

Kiosk Configuration & Set-Up Changes:

  • Replaced the ‘Select supported users’ section with ‘Supported visitor types’. This section includes a multi-select dropdown menu where you can select the Visitor Types you want visible for the specific kiosk you are setting up.

  • Added the ability to create a new master visitor type, or edit an existing one from within the dropdown menu making it easy to transition from kiosk configuration to visitor type configuration. 

  • Added the ability to hide personal details fields for a specific kiosk, should it have different requirements than other kiosks. Simply click the edit button on the select Visitor Types, and the eye icon to hide the chosen fields.

  • Replaced the ‘Contractor Requirements’ section with the ‘Visitor Requirements’ section, so requirements can be set for any type of visitor coming on-site

  • Added the ability to assign specific visitor types to a visitor requirement. Only visitors of types that are assigned to a requirement will be affected by them.

  • Made the number of visitor types assigned to a requirement visible from the main kiosk configuration screen. 

  • Added the ability to target the “Only approved contractors in Contractor Manager can check-in” to specific Visitor Types

  • Added the ability to add multiple registers to the Register information section, and assign them to specific visitor types. 

Other updates:

  • Is the default Visitor and Contractor option set all you need?
    No problem, we’ve ensured that all your existing kiosk configurations remain the same. It’s up to you whether or not you take advantage of these new dynamic features!

  • Visitor Types will be supported in the existing dashboards (with the exception of “Hourly Visits by Visitor Type" and "Average Visit Duration by Date” - which will be supported soon). 

  • Added the ability for administrators to select the Visitor Type when checking-in on someone else’s behalf.

Notes: Legacy mobile applications (earlier than 1.28.0) will not be able to use check-in for a kiosk which does not contain at least visitor types named “Visitor” and “Contractor”.

Released on 22 April 2024

NEW

Download Chart: Actions Manager and Visitor Management
We’ve added the ability to download and save individual charts on a dashboard as a PNG, JPEG, PDF or SVG file, making it easier to share and present the information in external contexts, e.g., in a document or as an email attachment.

Released on 17 April 2024

IMPROVEMENT

Chart improvements: Actions Manager and Visitor Management
We’ve added the ability to add benchmark lines and choose your own colours for charts on our Actions Manager and Visitor Management module dashboards. 

  • Added the ability to display a benchmark line on your bar, line, and area charts so you can track results against a specific target.

 

  • Added the ability to choose which colours you want your data points to have, including the colour of your benchmark line. This can be done easily by either using our colour picker or by entering the HEX code of your desired colour.

Released on 11 April 2024

New

Be among the first to try our new-look home screen

A new-look home screen is coming, and you can give it a try!

  • Added the ability for all users to try our new-look home screen using the ‘Try new “Home” now’ toggle that will appear on My Dashboard.

     

  • Added the ability to revert back to the legacy ‘My Dashboard’ design, from the new Home screen design.
    Note: This is a temporary option. Once the new design has been rolled out the legacy “My Dashboard” design will be discontinued - with the exception of Kiosk devices.

Released on 04 April 2024

NEW

Link page reference fields
Page reference fields can now be configured to link to another page reference field located on a different page (even if that page is in a different register). Linked fields will automatically display the information located in the source field to which they are linked, removing the need to re-enter the same data again.

For example, when an incident report references hazards, any controls referenced by the hazard can be automatically populated in the incident report as well.

  • Added the ability to enable linking on page reference fields.

  • Added the ability to choose whether your linked field will sync live data or a snapshot of the data at the time it’s saved.

  • Added the ability to show the source field on linked fields.

  • Added the ability to specify the fields that can be selected as a source field.

Released on 21 March 2024

IMPROVEMENT

Receive email reports on an hourly basis

You now have the option to schedule email reports to be sent out every hour or every few hours, providing the ability to stay informed and receive updates more regularly.

Released on 13 March 2024

NEW

Create entries from Public Forms

Visitors, customers, and the general public can now submit entries to ecoPortal using Public Forms.

Accessible via a unique URL, Public Forms can be made available via a kiosk, QR code, or your organisation's website–revolutionising how you can engage with the public on health and safety matters.

  • Added the ability to make ecoPortal form templates public, generating a unique URL that can be easily copied and shared with anyone as a Public Form

    • Accessing the URL allows people to create, fill in, and submit the first stage of a page (without needing an ecoPortal login)

    • A thank you message is presented to the person upon entry submission

    • Public Forms can include your organisation’s branding

    • Public Forms can be configured to include a review step, so administrators can approve or reject submissions and preserve data quality

    • Public entries submitted, that do not require review, will immediately appear in the register the form belongs to

  • Added a new Public Entries tool, available to permitted users via Tools

    • View all public form submissions in the Public Entries tool, including the name of the entry, the UID (if there is one), the register(s) the entry belongs to, the submission date and the status (either pending review, approved, or rejected) 

    • Filter public entries by register, or status

    • Approve or reject public entries that require a review (if you have the required permissions)

      • Approved entries will then appear in the register the form template belongs to

      • Reject entries remain in the Public Entries tool, and can be approved at a later stage if needed.

      • If no review step is required, entries will automatically be marked as approved in the Public Entries tool and appear in the register the form template belongs to. 

    • View and copy the links generated for your Public Forms from the Public Entries tool

Public Forms let people enter data using our new pages interface for the first time, making it as easy and efficient as possible to capture information on the page. Once a public entry is approved, it will revert to the existing page design in its corresponding register.

ecoPortal form templates can either be public, or in-system (they can’t be both).

Public Forms do not support fields or data that require permissions or a login to access. These include any chart, reference, legislation, people, contractor organisation, mailbox, checklist task, actions, or ecoWheel/ecoTable (also known as structure) fields.

Released on 06 March 2024

NEW | IMPROVEMENT

Visitor Management - Multiple Hosts

You can now choose to allow visitors to your sites to select multiple hosts when checking-in, allowing notifications to be sent to more than one person.

  • Added a toggle option for ‘Allow multiple hosts’ to the ‘Host’ personal detail field in kiosk configuration

  • Added the option for visitors to select any number of hosts when checking in if ‘Allow multiple hosts’ is enabled

Released on 5 March 2024

NEW

Auto-Selection on People Fields

People fields can now be configured to auto-select specific users to speed up the data entry process. Users include the:

  • Page creator

  • Page creator’s direct supervisor

  • Direct supervisor of people selected on a secondary people field

Here are some examples of how this feature can be put to use:

  1. To include the page creator in a people field as part of a workflow

  2. To assign a task to the direct supervisor of a user selected on a people field

Note: The auto-selection can be overwritten should different people need to be selected.

Released on 26 February 2024

IMPROVEMENT

Lead Contractor Notification - Denied Entry

It’s now possible to enable email notifications which will be sent to the administrator of a contractor organisation if any of their contractors are denied entry when checking in. You can find this option under the contractor requirements section of kiosk configuration.

  • Added a toggle option to contractor requirements to notify contractor administrators when their contractors are denied access

Released on 23 February 2024

IMPROVEMENT

Tag Selector on Pages

You can now view your tags’ classifications in the tag selector on any page and register (instead of just in the Actions Manager, Visitor Management & Broadcast Notifications). 

Several useful improvements have also been added to the tag selector to make it easier to select and find the tags you want to apply.

  • Added the ability to collapse/expand the entire structure in one click

  • Added an icon next to your primary location to make it easier to recognise and differentiate from other tags

  • Added the ability to filter your tags by any classification

  • Added the ability to see the number of tags currently selected, and clear all selected tags in one click

  • Added the ability to search for a specific tag by its name or the classification it belongs to

*This release brings us one step closer to our goal of allowing customers to manage their own reporting structure and tags (if they wish to do so). 

Tag Selector on Charts in Pages

You can now select your tags using a tag selector when setting up frequency, Sankey, and heatmap charts on pages (instead of typing in the search box).

Tag Differentiation on Pages

The appearance of location tags at the top of your page has been refined so you can easily distinguish between them and other tags, such as severity tags.

 

NEW

You can now make the required information on reporting structure fields crystal clear for your teams with the ability to apply additional restrictions and requirements on those fields. For example, you can set the minimum number of tags that must be selected, and from what classification type.

Here, the person needs to select a suburb to meet the reporting field requirements.

 

 

Released on 22 February, 2024

IMPROVEMENT

New Sidebar Design - Search, Pinning and Descriptions

You can now search for a specific module/register or tool, provide descriptions for your modules/registers, and pin favourites to the top of the sub-menu, under the “Modules” area of the new sidebar.

  • Added a search bar to the top of the Modules, Shortcuts, To Do and Tools sub-menus. Enter keywords to surface modules/registers (and their descriptions), tools and groups containing the search terms

  • Added the ability to provide descriptions for your modules/registers which will appear in search and on hover, making it easier to find your relevant module. An image can also be added to each module/register to appear on hover. 

  • Added the ability to pin your favourite modules/registers to the top of the Modules list (they’ll still appear in their allocated group as well)

  • Added the ability to declutter your shortcuts so you can get to your favourite pages even faster. Simply un-star the shortcut and confirm you wish to remove it.

Released on 13 February 2024

NEW

Visitor Management - Host Notifications on Check-out

You can now choose whether or not to send an email to your visitor’s chosen host when they check-out. This option can be toggled on/off on the “Host” personal details field in Kiosk Configuration.

  • Added a “Notify host” option to the Host field in Kiosk Configuration

Note: This only affects check-out notifications, emails will still always be sent to the host on check-in.

Released on 5 February 2024

IMPROVEMENT

New Sidebar Design - Grouping

You can now have your modules/registers and tools grouped together under custom headings in the “Modules” areas of the new sidebar. The group names and logical order is set to allow people to find what they need, faster. 

  • Added the ability to configure groups, add a custom group name and decide which modules/registers and tools to have together in each group. 
    Ungrouped modules/registers can sit above groups at the top of the Modules list, between groups with a divider to separate them, or beneath groups.

Notes: Grouping and reordering your modules/registers will not affect any shortcuts/URL links within your ecoPortal site.

Released on 1 February 2024

NEW

Visitor Management | Custom Visitor Dashboards

You can now create custom charts and dashboards in the Visitor Management Module. In this latest instalment, we’ve added the ability to:

  • Create, move and resize elements on a dashboard using simple drag-and-drop functionality

  • Add a dashboard and navigate between dashboard tabs using the Visitor Management menu

  • Share dashboards via the sub-navigation bar. Here, permissions can be viewed by all and edited by those with edit permission

    • See when a dashboard is private to the user and has not been shared yet - a lock icon will be visible.

    • Share dashboards with specific individuals who have access to Visitor Management

    • Transfer dashboard ownership to another person if you are a dashboard owner or admin. The original owner switches to an admin of the dashboard.

  • Add a description to your dashboards which appears beneath the dashboard title

Released on 25 January 2024

NEW

Quick Filters in Actions Manager

You can now apply common filters in record time in Actions Manager! Simply hover over the filter icon in your table view, or on your dashboards, and select the desired quick filters. Apply any combination of quick filters, and/or click the filter icon to refine them further in the main filters sidebar.

  • Quickly filter by ‘My actions’ to view actions assigned to you

  • Quickly filter by closed, open or overdue actions

  • Remove quick filters using the filter badges 

Released on 17 January 2024

New

Closing Comments & Files in Actions

You can now add a comment and/or upload files when closing actions, allowing you to provide comprehensive information on the steps taken to complete each action.

  • Added a closing comment text field and the ability to attach files when a person goes to mark an action as closed.

  • Once the action is closed, the closing comment and/or files remain visible on the action info card (they’re not editable).

  • If an action is reopened, you can add supplementary comments and files when the actions gets marked as closed again.

  • Closing comments and files are visible in notifications received by relevant users. 

  • Closing comments are included in full in actions manager CSV exports, as well as the commenter's name, and the date and time the comment was left.

Note: Closing comments and uploading files are optional; you can continue to close your actions without adding any additional information to them.

Released on 16 January 2024

New

Visitor Management | Location-based Access

You can now choose to restrict access to the information in the Visitor Management module by site/location. This means users with view and edit access can only see the data associated with the sites they belong to.

  • Added a new setting enabling location-based access to be applied to the Visitor Log and Visitor Dashboards, as well as Site Codes and QR posters in the set-up menus. 

Note: Administrators will maintain access to visitor information for all sites.

Released on 15 January 2024

New

User group restrictions on a page

People fields, comments, and fill-in and review tasks can now be restricted to people in specific user groups (giving you greater control over who can access your pages). This is configured on each people field or each stage of a page.

Released on 14 December 2023

New

Send page information via email from within ecoPortal

You can now send pages and files directly from ecoPortal to any email address. This provides a quick way to communicate information within the system to external parties or other users.

  • Added a new register setting that enables information from pages within that register to be sent outside the system via email.

  • Added a new option to the page menu called ‘Send page via email’. This opens a pop-up modal from which you can select to send:

    • Page only - select stages in the page to send as an email attachment.

    • Files only - select the images and files from the page to send as email attachments.

    • Page + Files - send both the page information,  as well as images and files as email attachments.

Note: Page information is attached to the email as a static PDF, while images and files are attached in their original file format (e.g. a jpeg is attached as a jpeg).

  • Added email configuration options to a new sidebar, including the ability to

    • Specify email recipients from a dropdown menu of internal users, or freely type an external email address.

    • Specify a subject line for your email.

    • Specify an email message with basic rich text formatting available.

    • Select the attachments to include in your email (including which stages of the page and/or which images or files). There is a maximum send size of 20MB.

    • Select whether to send yourself a copy of the email.

    • Choose to redact sensitive information, including the names and emails of people referenced on the page.

  • Added the ability to preview all attachments before sending.

  • Added the organisation name and logo to the email template

Note: A small number of field types are not yet supported by the emailing out feature, including charts, TRIFR, checklist tasks, and the ecoWheel/ecoTable (aka structure) fields. Pages sent by email will initially exclude these fields from the PDF.

Released on 14 December 2023

NEW

Duplicate Dashboards in Actions Manager
You can now duplicate dashboards in the Actions Manager (so long as you have permission to create dashboards).

  • Added a new duplicate icon to all Action Manager dashboards.

  • Duplicated dashboards can be edited before saving.

  • Duplicate dashboards are created as private dashboards. They can then be shared with specific people or your organisation.

Released on 13 December, 2023

IMPROVEMENT

New Sidebar Design - Icon Menu

Navigating your way around ecoPortal just got a whole lot easier with our new sidebar design. Sleek and contemporary, the new sidebar is made up of icons that represent the different areas of the app (e.g. Shortcuts, To-dos, Modules, Tools) making it easier to find what you need.

  • Added an icon menu to allow you to move between different areas of the web-app with ease.

    • A new square, custom logomark (up to 132x132 pixels, PNG, GIF or JPG) can be configured to appear in the top left corner to optimise the look of the new design.
      Note: The fallback logomark will be the ecoPortal ecowheel (as seen in the screenshots below)

  • Freed up precious working screen space with the sidebar in it’s collapsed state, while still ensuring all areas of the app remain visible and accessible. 

  • Added the ability to hover over the icons to expand the sidebar and drill down to the sub-menu items. 

  • Added the ability to click on the sidebar icons, or the toggle arrow, to keep the sidebar in an expanded state with the sub-menu items visible. Simply click again to revert back to the collapsed state.

  • Added a new Home icon giving you quick access to your ‘My Dashboard’ page.

  • Added the ability to remove the shortcuts you no longer need by clicking the star to unfavourite them

  • Reorganised Toolbox and admin tools between the Toolbox and Settings sub-menus to better align their grouping with their function.


New Sidebar Custom Logomark Specifications

A new, square logomark is needed to optimise the branding of your ecoPortal site. The fallback image will be the ecoPortal logomark (as seen in the image above).

Image specifications for the best results are as follows:

  • Format: PNG, GIF or JPG

  • Size: up to 132w x 132h pixels (width and height should be the same)

  • Shape: Square

  • Background: make it transparent

  • Content/layout: use your organisation’s (or brand’s)
    main image or icon. Avoid too many words.

Note: Your ecoPortal site name, and company/brand name will appear to the right of your square logomark when the sidebar is in an expanded state.

 

Released on 5 December 2023

New

Archive files

You can now archive a file in ecoPortal (instead of deleting it), for better data retention and visibility of your file history. The ability to archive and unarchive files is restricted to those with the required permissions.

Archived files will no longer be visible or available to be attached to pages or actions.

Additional functionality includes the ability to:

  • Filter by archived files in the File Manager

    • Options in the filter are ‘Exclude’, ‘Include’ or ‘Only show’ archived files

Note: The default is set to exclude from view in the File Manager. 

  • Unarchive files (making them visible again on pages and actions they were previously uploaded or attached to)

  • Archive and unarchive file versions

Released on 05 December 2023

NEW

Contractor Manager | Export

You can now export your list of contractors, including a filtered selection of contractor organisations in CSV format. Exports remain available for download for a one-month period via the new export sidebar.

  • Added a new export icon to the header of the Contractor Manager 

  • Added an exports sidebar allowing users to view and download exports that they themselves have generated in the last month as a CSV file.

  • See which exports are in the queue, completed (and ready for download).

Released on 30 November 2023

IMPROVEMENT

Page Printing Revamp

Our improved printing now includes the ability to choose whether or not you would like to include the page’s banner in the print.

Released on 21 November 2023

NEW

Actions Manager Dashboard

You can now view your action data on a ready-made, editable Actions Dashboard providing even greater visibility and control of your actions.

  • Added an “Actions Dashboard” tab in the Actions Manager with charts for the following actions data points:

    • Actions By Action Type

    • Actions By Due Date

    • Actions By Relative Status

    • Actions By Creation Date

    • Actions By Closed Date

    • Actions By Status Across Registers / Modules

    • Actions By Due Date Across Registers / Modules

Released on 14 November 2023

NEW

Actions Batch Reassign

You can now reassign multiple actions you have access to in a single bulk action.

  • Those with access can enable batch reassign with the settings icon in the actions manager 

    • Select any number of actions you have access to, or use the select-all button

    • Choose people to add and remove from the selected actions. You can search for them by name, or refine your results with people filters to narrow down the search

    • See a summary of affected actions and removed/added users before starting your batch job

  • After a user confirms and starts the batch reassign, the job will start in the background and display a success message when completed

Released on 9 November 2023

NEW

Visitor Management | Visitor Dashboard

You can now view your visitor data visually on a fixed dashboard in our Visitor Management module.  

  • Added a dashboard tab in Visitor Management with charts for the following information:

    • Visitors currently on-site

    • Hourly visits by visitor type

    • Visitor activity by date

    • Visitor activity by location

    • Total visits by visitor type

    • Checked-out within 8 hours of check-in

    • Average visit duration by date

  • Ability to search and set up temporary filters on the dashboard

  • Kiosk configuration and setup have been moved to the Visitor Management menu

Released on 8 November 2023

IMPROVEMENT

Page Printing Revamp

We’re revamping our printing system, adding an array of print options and greater flexibility so you can print and/or PDF the pages and information you need with ease.

The improved printing experience is available for both desktop and mobile devices using the web-app.

  • Improved vs basic print options:
    Our improved printing experience lets you print multiple stages, print comments, redact private information and more. 

    A small number of field types are not yet supported by the new print experience, including charts, TRIFR, checklist tasks, and the ecoWheel/ecoTable (aka structure) fields. 

    When printing pages containing not yet supported fields, users will be asked to select from one of the following print options: 

    • Improved (recommended): this option excludes not yet supported fields from the print and uses the revamped printing experience.

    • Basic: this option uses the previous, more basic, printing experience.

Now for the good stuff!

Added a new print menu and real-time preview
We’ve introduced a new print menu with an array of options so you can print and/or PDF exactly what you need to.

  • Use the four sections under print layout, "Stages", "Sensitive Information", "Page Options", and "More Options", to customise your print.

  • See how the options you select affect the final print with the new and improved preview window.

  • Added the stage selector

    • In the "Stages" section, you can choose specific stages to include/exclude in your print.

  • Added the option to redact sensitive information on the printed page

    • Choose whether to hide personal details such as names, emails, and/or private/shared fields.

    • Toggle on/off details related to ecoPortal users on a page to keep their information private.

  • Expanded the general page print options:
    We’ve built more page options giving you greater flexibility and control over the print and layout.

    • Add a table of contents, expand hidden information in tables, include/exclude action tables, and more.

    • Use quick links to open the print menu for any referenced pages contained in the page you’re printing (so it’s easy to print those too).

  • Added the ability to print comments and more under “More Options”

    • Choose to include comments at the end of their respective sections and whether to display a summarised comment tree or hide resolved comments.

  • Toggle on or off the simplified header (useful to save toner), company logo, page numbering and page breaks

  • Adjust gallery thumbnail sizes, and  choose to include gallery images as an appendix at the end of the document.

                

Released on 17 October 2023

IMPROVEMENT

Task-related notifications for the first stage of a page

We’ve added a new notification to be sent to users who are ‘subscribed to tasks’ to improve the communication around progress made on the first stage of a page.

The first stage of a page is often started and submitted/completed in the same user session. When this occurs, a notification will now be sent informing users that it has been started and completed simultaneously.

Released on 16 October 2023

NEW

Duplicate existing action

You can now duplicate existing actions to create new standalone actions with one click.

  • Duplicate actions retain the base information from the original action, with the ability to edit and update as needed before saving.

  • When a recurring action is duplicated, it is created as a non-recurring standalone action. It can be turned into a recurring action if required.

  • Duplicated actions are created as standalone actions, even if the original action is linked to a page.

Released on 7 October 2023

IMPROVEMENT

Sharing Public Pages
We’ve simplified the Share Page sidebar for those who need to create and share public links to ecoPortal pages. 

  • Made it easier to see and select which stages will be available via the public link by replacing the tick box with two radio buttons. 

  • Added the ability to create a public link with no expiry date

  • Removed the ability to select what time a public link remains available for on the set date

  • Added the ability to cancel the request, as an alternate means to closing the Share Page sidebar

OLD SHARE PAGE SIDEBAR

NEW SHARE PAGE SIDEBAR

NEW

Pages refresh - Phase 1: Public Pages

This release is a first step towards improving the overall experience of using pages in ecoPortal. We want to make it as easy and efficient as possible for people to enter, find and interpret the information on a page to promote active participation and engagement in health and safety from each and every person involved with your organisation.

We’ve started this work on public pages, making it easy for external parties who do not have an ecoPortal login to consume the information shared with them via a public page link. The details of this updated look and feel are outlined below - better yet, you can have a sneak peek and interact with a sample Public Page here! 

  • Top Bar:

    • Added the ability to include your company logo in the top bar of all pages shared externally to make it clear the public page belongs to your organisation

  • Navigation menu: 

    • Added a page navigation menu showing the main sections of the stage being viewed

    • Added the ability to jump to that section by clicking on the section title in the navigation menu (instead of having to scroll)

  • Pop-up page information card:

    • Added a summary of the pages core information to the top the page (includes title, unique ID, register, created at, and last updated at)

    • Added the ability to hover over the information icon to view the page information at any time, even when scrolling down the page

  • Sticky page header: 

    • Made the page header sticky, meaning the page information remains visible in a condensed format as you scroll the page.

  • Added a new modal that let’s people with access to the public page:

    • See a summary of what’s been shared with them, including the page details and stages

    • See when the link will expire (if an expiry date has been set)

    • Copy the public link to share it with others with ease

  • Page and stages status:

    • Added colour coding to allow users to quickly see the status of a page. Users can hover over the page icon to see more information.

      • Green = All stages complete

      • Yellow = Not all stages are complete

  • Added the ability to view the status of individual stages of a page by hovering directly over that stage.

  • Improved responsiveness to smaller screens or devices for easier navigation between stages

  • Bottom bar:

    • Added ‘Previous’ and ‘Next’ buttons to make it easier to navigate between stages.

  • Images & Documents:

    • Added the ability to preview images and/or files (excluding some file types) and easily navigate through a series of images and/or files directly from the page.

    • Added the ability to display images and files in different views including list, grid and gallery views.

    • Added the ability to zoom in and out of images, print, download and view extra information options in the top menu of the preview.

  • Added the ability to zoom in and out on gallery and file previews by a percentage

  • Geolocation fields:

    • Added an interactive map beneath geolocation fields to provide extra context to location data.

  • Actions:

    • Actions are now presented in a table view with the ability to filter by action status

Note: If the public page includes any chart, TRIFR, checklist task, or ecoWheel/ecoTable (known as a structure field) fields,   the person will be presented with our previous Public Page design.

Released on 13 September 2023

New

Archive user accounts

You can now archive a person’s ecoPortal account (instead of deleting it) , so you have better visibility of your removed users. The ability to archive and unarchive user accounts is restricted to those with the required permissions.. 

Archived people will not receive notifications and are no longer available to be referenced or assigned to tasks in the organisation.

Additional functionality includes the ability to:

  • Unarchive archived people

  • Bulk unarchive multiple archived people at once

  • Filter by archived people in the People Manager

    • Options in the filter are exclude, include or only show archived people

Released on 11 September 2023

New

Emailing into ecoPortal Pages

You can now affix emails (and their attachments) from anyone to pages in ecoPortal without the need for manual intervention. This provides a simple and secure way to store and access email correspondence related to the page all in one place.

  • Created a new ‘Mailbox’ field type which can be added to pages to receive inbound emails

    • Automated the creation of a unique, field-specific email address for each mailbox field. All emails sent to this email address will be automatically attached to the corresponding mailbox field on the page.

    • Added the ability to view a list of all the emails sent to a mailbox field, along with key information: sender name, subject line, sent date and whether there are attachments

    • Added the ability to preview email body content and download email attachments

    • Added the ability to delete emails attached to a mailbox field

    • Updated the activity stream to capture all activity on a mailbox field.

  • Added a new option to the page menu called ‘Send email to page’. This opens a sidebar from which you can:

    • View all the mailbox fields available on the page.

    • View the unique, field-specific email address generated for each mailbox field.

    • Copy the unique, field-specific email address or share it via your default email client.

Released on 7 September 2023

Improvement

Filters and API Support for Brands

We’ve added API support and a filter for brands to improve the overall user experience.

  • The People API now supports brand assignment, allowing mass changes to be made to Users’ assigned brands.

  • Filters for assigned brands have been added to the People Manager under ‘Basic Information’, letting you easily filter for people according to their assigned brand.

  • Added filter to People Manager within Basic Information “is assigned to the following brand”.

  • Added filter to People Manager within Basic Information “is not assigned to the following brand”.

Released on 29 August 2023

New

Calendar view for actions*

You can now see your actions in a calendar view in the Actions Manager. 

  • Added the ability to switch between table view and calendar view;

    • In calendar view: See actions by calendar month;

    • Today’s date is highlighted in your organisation’s default colour;

    • Actions are displayed on the day they fall due;

    • Click on an action to open it in the sidebar where you can view additional information and edit the action (based on permissions)

    • Hover over a day in the calendar to create a new action with its due date pre-filled.

*This feature is restricted to our next-generation Actions Manager

Released on 28 August 2023

NEW

Stage Presence

You can now see any users that are viewing or editing the same stage of a page as you are - creating awareness among those interacting with the same stage and helping prevent editing conflicts.

  • Added the ability to display Avatars (the users’ profile picture or initials) in the page header

    • The users’ avatars are presented in the order in which they arrive on the stage (left to right).

    • If more than 4 users are on a single stage, a number will display how many additional users are present. Added the ability to hover over this number to display the users’ names. 

    • If a user is away from the tab on their browser for more than 15 minutes, they will no longer appear due to inactivity.

    • Users will not be present if they are on a different stage of the same page.

Released on 16 August 2023

New

Dynamic Branding

The ecoPortal services team can now configure multiple brands for organisations with different thematic settings, changing the way ecoPortal looks to users based on the brand they are assigned.

  • Maintain multiple brands, each with their own unique theme. Items that can be customised for each brand include;

  • Colour, logo, and message for the sign-in screen  (for users who are not logged in, your browser will remember the last used brand)

  • Brand logo displayed in emails (according to the recipient’s assigned brand)

  • Colour settings of the main UI

  • Sidebar logo, colours and register headings

Brand 1

Brand 2

  • Easily assign a brand to a user from within the People Manager, or when inviting them to your organisation

  • A default brand will be configured and displayed to users who do not belong to the organisation they are viewing

This enhancement is thematic only, and will not affect permissions or change any of the content your users have access to.

Released on 15 August 2023

New

Cookie consent
In line with our commitment to privacy and security initiatives, we’ve added a cookie consent pop-up to ecoPortal for users located in Europe, the United Kingdom, the United States and Brazil.

  • Added a pop-up window, outlining our cookie policy and asking users whether they accept or reject us storing their cookie data. Users will be required to accept or reject consent once a year.

  • Added the ability for users to customise their cookie preferences.

Released on 1 August 2023

New

Contractor Manager | Automatic Approvals

You can now set up conditions that when met, will automatically approve your contractor organisations. 

  • Added the ability to configure approval conditions in the  Contractor Manager settings.

    • Select the register that contains the data that contractor approval depends on

    • Added support for plain text, number, and date field filters in approval conditions

    • Added the ability to have multiple approval conditions

  • Added the ability to manually override automatic approval updates. Once overridden to manual updates, it’s also possible to revert back to automatic updates.

    • Added the ability to display passed/failed approval conditions

Released on 1 August 2023

New

Email update confirmation

We’ve introduced a confirmation step to change the email address associated with an ecoPortal account, for users who belong to more than one ecoPortal site. 

  • Added a confirmation email to be sent to the original email address to confirm the change to a new email address. 

  • Added a pending confirmation signal that displays on the Account Information screen

Example of the email confirmation, which contains the name of the person who made the change and the new email it’s being changed to.

  • You have 14 days to confirm the change

  • You can continue to log in with your original email until you approve the change

  • Once the change to the new email has been confirmed, you will need to log in using the new email

Released on 25 July 2023

New

Bulk download all files from a stage or page

You can now download all files attached to a stage or page as a ZIP file in a few clicks. 

  • Download all files from the stage you are on

  • Download all files from the page you are on

  • View the file name(s) and file size(s) prior to downloading

  • Access all files via the ZIP file, which includes text files (.txt) metadata, such as the name of the person who uploaded the file, and the date and time it was uploaded

Released on 19 July 2023

New

Calendar invite for tasks and actions

You will now have a calendar invite included in email notifications you receive for upcoming tasks and actions, so you can easily keep track of when they fall due.

  • Added a downloadable universal calendar file (ics.) to task and action notification emails

  • Added a calendar event preview to emails, which links up to your browser’s default calendar

Improvement

Avatar colour scheme

We’ve introduced more colour options for avatars to make it easier to identify and differentiate between users and other types of information in key areas of the web application. This new colour scheme will be visible against users, organisation logos and policy groups.

  • Added 26 new avatar colours. The colour displayed is based on the first initial of the word or user’s name and will only come into effect in instances when not image has been explicitly uploaded for use. 

Example of avatar colour scheme in the People Manager:

Example of avatar colour scheme in the Activity Stream: 

Released on 17 July 2023

New

Task Assignee Visibility

You can now see who has been assigned current fill-in and review tasks via your registers’ tableviews.

  • Added the ability to add an “assigned to” column to your tableviews

  • Added the ability to sort the table by the names of assignees

  • Added the ability to search registers by the names of assignees

  • Added assigned to to email reports’ tables

Geolocation / Address Visibility

You can now see the address entered into a geolocation field on a page via your registers’ tableviews.

  • Added the ability to search registers by typing in the address or part of the address you’re looking for

  • Added geolocation / address to email reports’ tables

Released on 29 June 2023

New

Visitor Management | Additional Information

You can now customise information shown to your visitors before they checkin.

  • Added the ability to configure additional information as part of the kiosk configuration. The information is configurable per site/kiosk.

    • Added the ability to support formatting of the information

    • Added the option to require users to acknowledge that they have reviewed the information via a checkbox.

Released on 27 June 2023

New

Attaching / Detaching actions

You can now have one action attached to multiple pages or fields at the same time. This includes standalone and recurring actions.

  • Added an “Attach Action” button to action list fields

  • Added a dropdown to the actions against fields icon so the user can decide whether to create or attach an action

  • Added a new Attach Action sidebar layout to enable users to review and confirm the action attachment

You can now also detach actions from pages or fields they are linked to:

  • The action will become a standalone action if it is not attached to any other page once detached

  • The action will remain attached to other pages, if applicable

View all pages an action has been attached to in the Actions Manager.

Released on 15 June 2023

New

Visitor Management | Export

You can now export your visitor log, including a filtered selection of visits in CSV format. Exports remain available for download for a one-month period via the new export sidebar.

  • Added a new export icon to the header of the Visitor Management Module.

  • Added an exports sidebar allowing users to view and download exports that they themselves have generated in the last month as a CSV file.

  • See which exports are in the queue, completed (and ready for download).

Released on 12 June 2023

New

Visitor Management | Check out reminder

Visitors who have been on site for more than 8 hours will now receive an email reminding them to check out. Clicking the link in the email will automatically check them out.

Released on 2 June 2023

New

Visitor Management | Capture denied contractors in the visitor log

Contractors who do not meet all check-in requirements will now be captured in your visitor log as a denied visit. Administrators will be able to see the requirements that were not met as well as the contractor’s details.

  • Added a new filter on the visitor log to view denied visits

  • Added a new email notification to inform hosts when their contractors are denied entry

Released on 9 May 2023

Improvement

We've improved the design of our login screen for customers using both the password and secure link login methods.

For customers currently using the password login method, it now looks like this:

For customers currently using Single Sign-On and the password login method, it now looks like this:

Released on 2 May 2023

New

Secure link login method

It needs to be easy for your people to access ecoPortal and often it’s a forgotten password that can stand in the way. That’s why you can now give users the option to log in using a unique secure link they receive via email - bypassing the need for a password. 

  • A new unique link is generated each time a user wants to log in.

  • The secure link login method can be enabled on top of the password and/or Single Sign-On (SSO) methods.

 

Support admin details

You can now add the contact details (name, email and/or phone number) of a chosen support admin individual in your organisation. This information will be presented to users experiencing login issues so they know who to get in touch with for help. Specifically, this will appear when:

a. The user has not accepted their ecoPortal invite yet

b. The user’s account is locked

c. The user’s access has been revoked

Improvements

Unlock accounts

Administrators can now help other users resolve any access issues promptly, with the ability to view and unlock other users’ accounts in the People Manager.  Individual users will continue to be able to unlock their own account themselves by following the instructions received via email.

Inactive accounts

You now have new visual cues in the People Manager for:

  • Users with an inactive account

  • Users with a locked account

Login page

A number of UI improvements have been made to the login flow:

  • Users are informed of the reason why they are not able to log in:

    • Account is locked;

    • Account is inactive;

    • No login method is currently available.

  • When faced with login issues, users can view and copy the organisation’s support admin contact details, if available.

  • If logging in using a password, you can now view and verify the password you have entered.


Released on 28 April 2023

 

New

Visitor Management | Denial details for contractor requirements

Your contractors will now be shown more information when they fail to check in using the Visitor Management Module. Administrators will also be shown this information when they check in contractors who do not meet all requirements.

  • Added a summary of the requirements a contractor did not meet when checking in via the kiosk and administrator panel.

 

Released on 14 April 2023

New

Linked Fields

Fields can now be configured to link to another field located on a different page (even if that page is in a different register). Linked fields will automatically display the information located in the source field to which they are linked, removing the need to re-enter the same data again.

  • Added the ability to enable linking on plain text field.

    • Added the ability to choose whether your linked field will sync live data or a snapshot of the data at the time it’s saved.

  • Added the ability to show the source field on linked fields.

  • Added the ability to specify the fields that can be selected as a source field.

Released on 5 April 2023

New

Actions Module - User Type Filtering on Action Fields

We’ve made it easier to ensure the right people are being assigned to actions.

  • Action fields can now be configured to only display relevant user types (schemas). For example, some actions will always need to be assigned to ‘Staff’. In this scenario, ‘Contractors’ can be filtered out so they will not appear in the list of people these actions can be assigned to.

Released on 9 March 2023

Improvement

Tag selector in Actions Manager, Visitor Management and Broadcast Notifications

You can now view your tags’ classifications* in the tag selector within the Actions Manager, as well as the Visitor Management and Broadcast Notifications Modules. A number of useful improvements have also been added into the selector to make it easier to select and find the tags you want to apply:

  • Added the ability to select / deselect all tags in just one click

    • All tags in the tree

    • All tags within a branch

    • All tags in the search or filter applied

  • Added an icon next to your default location

  • Added the ability to filter your tags by any classification

  • Added the number of tags selected displayed in the selector

  • Added the ability to search for a specific tag

*This release brings us one step closer to our goal of allowing customers to be able to manage their own reporting structure and tags (if they wish to do so). Tags will no longer be limited to location alone and will be able to cater to any type of classification you wish to report on.

Speak with you CSM if you are interested to learn more about setting up different classifications in ecoPortal.

 

Released on 28 February 2023

New

Actions Module*: Recurring Actions

It’s now possible to create recurring actions in the Actions Manager. This means you can create actions and set them to fall due at a set frequency e.g. every week on a Monday.
*This feature is only available to customers on our next-generation Actions Module

  • Added the ability to create a recurrence for actions on pages or standalone actions

    • Added a recurrence section to the actions sidebar, including a “Set up Recurrence” button.
      Notes: 

      • The recurrence will be based on the originating actions’ due date. That means a due date must be chosen before the option to set up a recurrence will appear.

      • Recurring actions need to be created in the Actions Manager. Therefore, when creating a recurring action in any other Module users will be asked whether they wish to save and proceed before being redirected to the Actions Manager to set up the recurrence.

    • Added the ability to choose how often the actions should repeat:

      • Input a number into the “Repeat every” field

      • Select either days, weeks, or months from the adjacent dropdown.
        Note: To repeat annually, simply enter 12 and select months under "Repeat every"

  • Added the ability to further refine the recurrence for weekly and monthly recurrences i.e. which days of the week (can select multiple days) or which day of the month.

    • Added the ability to select the Creation Date - in other words, how far in advance would you like the next recurrence to be created before it falls due. 
      Note: what you enter in the creation date field will impact your action age data - so keep this in mind when setting the creation date. We recommend aligning it with the most realistic estimate of how much time the assigned person will need to complete the action.

  • Added examples of when the next three recurrences will fall due and on which date those actions will be created in ecoPortal to help users see how their chosen settings will be applied.

    • Added the ability to select an end date for the recurrence. The default is never.

    • Added a summary of the recurrence to the action sidebar to confirm.Note: Anyone with permission to edit the action, will be able to edit the recurrence.

    • Added the ability when editing recurring actions to edit for just the one action, all actions that follow this one or all actions (meaning it will update historical actions as well).

    • Added an icon to the action name to indicate that it is a recurring action. 

    • Added a suffix to the action ID to show that the action is tied to a recurring action.

    • In the Actions Manager, recurring actions are shown on the Action Info sidebar as one action and a summary of the repeat schedule.

    • For recurring actions on pages, a list of the next five recurrences will be shown in the Actions Summary.

    • Added the ability to quickly view all created actions related to the recurring action in the Actions Manager.

    • Added the ability to choose to archive one action in the recurrence, one action and all following, or all actions.Note: If all actions are archived, this will include historical actions in the recurrence and hence these will no longer show in reports, charts and dashboards.

Released on 15 February 2023

New

To-Do now includes Tasks and Actions*
Our next-generation Actions Module is centred around getting things done more efficiently. This latest release brings both Tasks and Actions (see what the difference is here) to the fore, allowing users to quickly view and take the steps necessary to complete all of their HSEQ to-dos.
*Actions included with our next-generation Actions Module only.

New To-Do section on the left sidebar navigation

We’ve added a new section to your main ecoPortal sidebar called To-Do, where you will find quick links to your Tasks and Actions.Note: If your organisation is not yet using our next-generation Actions Module, you will only see Tasks here.

Actions are now integrated into the To-Do List on My Dashboard

The To-Do List on My Dashboard has traditionally provided users with quick access to their tasks, now it does the same for actions*.
*Actions included with our next-generation Actions Module only.

  • Tasks and Actions are now displayed in separate tabs in the To-Do List

  • The number of outstanding tasks and actions have been made visible in the tab headers

  • The Actions Manager can be opened from the Actions tab and when clicked will display a filtered view of the users’ outstanding actions.
    Note: the Task Manager continues to be accessible from the Tasks tab and when opened will continue to display those tasks assigned to the user.

  • Individual Actions can be accessed from the Actions tab. When an Action on the tab is clicked, the user is taken to the Actions Manager where they will find the respective Action in the open sidebar. This is the behaviour even if the Action is associated with a page in a different register.
    Note: When tasks are clicked from the Tasks tab they will continue to take the user to the page where the task is located.

  • The sorting arrow is now located on the tasks tab, as only tasks can be sorted at this stage.

Released on 31 January 2023

New

Actions Module - Charts and Dashboards

The latest instalment of our next-generation Actions Module is the ability to create charts and dashboards in the Actions Manager. Several design and usability improvements have been added exclusively to Actions dashboards, which will set the benchmark for ecoPortal dashboards of the future across the whole platform.

New dashboard functionality (exclusive to Actions)

  • Move and resize elements on a dashboard using simple drag-and-drop functionality

  • Add a dashboard and navigate between dashboard tabs using the Action Manager menu

  • Dashboard sharing permissions have been reinvented to make them more flexible, make clear who has what level of access and improve the overall user experience:Added a Share button to the dashboard sub-navigation bar from which permissions can be viewed by all and edited by those with edit permission. Added the ability for those with edit access to edit the permissions from the Share button, without having to be in edit mode already.Added a lock icon to indicate that the dashboard is private to the user and has not yet been shared. Added the ability to share dashboards with specific user groups (as well as individuals and/or the entire org).Added the ability for the dashboard owner and admins to transfer dashboard ownership to another person. The original owner switches to an admin of the dashboard.Switch to a list view on a dashboard to see a list of the data specific to that dashboard. Add a description to your Dashboard which appears beneath the Dashboard title.Filter dashboards via a new sidebar instead of a pop-up modal (in line with other Actions functionality).Design improvements to make it clear when filters are persistent vs temporary.

Functionality shared with other register dashboards

  • Create the following charts for dashboards to visually display datasets: including:

    • Time series charts: bar, line, area

    • Frequency charts: bar, pie

    • Heat maps

    • Bar charts:

      • Adjacent

      • Stacked

  • Create dashboards based on permissions.

  • Edit dashboards based on permissions.

  • Ability to click on datasets in the chart legend to remove them from the chart view. Click on the dataset again to make it reappear on the chart.

  • Ability to click through on a particular segment in a chart to drill down into the data.

Released on 25 January 2023

New

Contractor Management Module

Contractor Organisation Field for Pages
Introducing a new field type that allows users to select a Contractor Organisation from their Contractor Manager. Once added to a page, this field allows page permissions to be granted to people linked to the Contractor Organisation.

This new field can be configured to: 

  • Provide view or edit access to Contractor Administrators;

  • Provide view, edit or no access to users linked to the Contractor Organisation, who are not Contractor Administrators;

  • Provide access to the entire page (including all stages) or restrict it to the specific stage the Contractor Organisation field is on;

  • Choose whether to display the Contractor Organisation’s Approval Status alongside the Contractor Organisation’s name on the page.

Released on 23 January 2023

New

Visitor Management | Custom entry denial message for contractor requirements
You can now customise the message shown to contractors who do not meet your contractor requirements and therefore fail to check in using the Visitor Management Module.

  • Added the ability to create a custom entry denied message as part of the kiosk configuration and set up process under contractor requirements. The message is configurable per site/kiosk.

  • Added the ability to embed a URL in the message.

Released on 12 January 2023

New

 

Contractor Management Module

Page Permissions for Contractor Organisations

It’s now possible to grant direct page permissions to contractor organisations.

  • Added a Contractors tab to the Permissions Modal, enabling users* to grant page permissions to any active contractor organisation in their Contractor Manager.

  • Search and select the Contractor directly from the permissions modal.

    • Choose whether to grant page permissions to the Contractor administrators only, or to all linked users. 

    • Choose to grant view or edit access. With edit access, the ability to create tasks, and be subscribed to receive page and task notifications can also be granted.

    • Should a Contractor Organisation be disabled in the Contractor Manager, all direct page permissions are removed.

*Only applicable to users with the ability to edit page permissions.

Released on 21 November 2022

Improvement

Schedule form creation across multiple locations
You can now schedule pages to be created automatically across multiple locations at a set time and frequency. Individual pages will be created for each location selected.

Released on 18 November 2022

New

Register Integration for Visitor Management
Get your visitors and/or contractors to review information from another ecoPortal register (i.e. Hazards and Risks) as part of the check-in process. 

  • Added a new kiosk configuration setting that allows administrators to choose a public* register to integrate into the Visitor Management check-in process.

  • Choose whether visitors, contractors or both must review the register information.

    • Select the public register to display for review.
      The register information will appear as a step in the check-in process and will be accessible to the guest on the check-in confirmation screen.

    • Turn on filter by location to ensure guests only need to review information relevant to the location they are checking into.

    • Choose whether to require users to acknowledge that they have reviewed the information by checking a checkbox.

  • Added the ability to preview the entries that will display to visitors and/or contractors as part of the set-up workflow.

*To integrate a register into Visitor Management, the register must be made Public. Click here for more information on Public Pages.

 

Released on 28 October 2022

New

Export Actions
You can now export actions, including a filtered selection of actions in CSV format. Exports remain available for download for a two-week period via the new export sidebar.

  • Added a new export icon to the header of the Actions Module. 

  • Added an exports sidebar allowing users to view and download exports that they themselves have generated in the last two weeks as a CSV file.

  • See which exports are in the queue, completed (and ready for download). 

Improvements

  • A horizontal scroll has been enabled on page reference fields

  • We've made it harder to forget to allocate location tag(s) to new ecoPortal users.

    • The Set Location button has been made more visible on the invitation screen.

    • A reminder, in the form of a pop-up, will appear if you try to move to the next stage of the invitation process and location tag(s) have not been set.

Released on 27 October 2022

New

Visitor Management
You can now customise the look and feel of your check-in process for visitors and contractors by adding  your primary corporate colour, logo and image. 

  • Added new configuration settings allowing users to input a colour, logo and image to appear on their Visitor Management check-in buttons and screens. The colour will also appear on any QR poster downloads.

Public Pages
You can now share ecoPortal pages in a view-only state with anyone - without the need for an ecoPortal login. 

  • Added a new register setting that enables all pages within a register to be shared by all users with access to the page.

  • Added a new Page Menu option, ‘Share Page’, that appears on pages within registers with Public Pages enabled. 

  • Added the ability for users to set access controls for Public Links, which provide access to Public Pages, including stage selection (when there are multiple started stages) and expiry options (set a date and time or set a number of times the link can be accessed).

  • Added automation that copies a Public Link to the users clipboard as soon as it’s been generated.

Released on 19 October 2022

New

  • Save filters
    Splicing and dicing your data just got easier with the ability to now save and share your filters.

    • After applying any number of filters, users can save and name the filter.

  • Saved filters can be selected for use multiple times via the new “Saved Filters” tab that appears on the Filters pop-up modal.

    • Filters can be shared with others by clicking the ‘Share’ icon (next to delete). This copies the link, so it can then be sent to others.

    • Users accessing shared filter links, will see the filter applied only to the data they have permission to see. 

    • Saved filters can be deleted by clicking the ‘Delete’ icon. As saved filters are unique to each user this will not impact other users.

  • Filter groups
    Find the filters you are after faster using filter groups.

    • Find the filter needed quickly using the new filter group dropdown.

  • Filter groups are based on field types e.g. Date, Select or People fields.

    • Filters will appear in the drop down under their respective filter groups.

Released on 15 September 2022

New

  • Visitor Management
    New filters on the Visitor Log of Visitor Management have been introduced, including “Location”, “Check in date”, “Visitor type”, and “Currently checked in".

Released on 2 September 2022

New

  • Search Actions Manager by ‘assigned to’ and ‘class’ (standalone vs regular)

Released on 1 August 2022

New

Actions

  • New filters, including ‘Action age’, ‘Assigned to’, ‘Class’, ‘Created date’, ‘Created by’, ‘Due date’ and ‘Status’ have been added to boost reporting capabilities of Actions.

  • Permitted users can now create and manage standalone actions. View and edit permissions can be configured based on the users' locations if desired.

  • Individual fields on pages can now be configured to allow for actions to be created against them. 

  • View, edit and complete actions faster via a new sidebar that opens from the Actions table view removing the need to open individual Actions pages.

Improvements

  • In the Actions sidebar:

    • You can now edit and mark actions as closed without having to switch the entire page to edit mode.

    • View all changes made on a given Action via an activity stream that can be filtered to only show changes made by you.

  • Icons on fields updated with new styling.

  • Actions permissions update:

    • Users assigned to actions on a stage/page are given view permissions to the stage/page (with the exception of those assigned to them).

    • Users assigned to actions on a stage/page can only edit and complete the actions they’re assigned to, not all actions.

Bugfixes

  • Disabled ‘Action type’ field from being visible when no actions types have been configured.

  • Fixed the count results in Actions not updating automatically when new actions are created.

  • Fixed ‘Assigned to’ and ‘Location’ info missing from Actions view mode.

  • Remove incorrect white labelling from toast messages and reverted to default colours.

  • Fixed issue where pages in idle throw an error after more than 24hrs.

Released on 25 July 2022

New

  • Visitor Management
    Customising visitor management workflows based on location and/or visitor type is here! This includes the ability to:

    • Create new or edit existing check-in workflows

    • Customise fields for the check-in workflow

    • Customer check-in workflows based on location

Improvements

  • Visitor Management
    The Visitor Log has been simplified to show name, email, location, check in and check out times only. Admins can click each record in the log to bring up all the Visitor or Contractor information entered as part of the check-in process.

  • A number of UI improvements have also been made to Visitor Management to facilitate the new workflow functionality.

Released on 11 July 2022

Improvement

  • Improved sorting and filtering by tableview columns within each register.

Released on 21 June 2022

New

  • Broadcast Notifications
    Broadcast notifications provide you with a streamlined way to deliver stand-out messages straight to users’ smart phones as push notifications via the ecoPortal Mobile App.

    • Ability to send either a general notification or an alert notification depending on the severity of the event.

    • Ability to send to everybody or only those in specific user groups or locations.

    • Strengthen your emergency management with Alert Notifications

      • Configure the notification to require each individual to provide a response.

      • Choose to pin the notification to the header of the Mobile App.

    • Track delivery, seen and response metrics in real-time once a notification has been sent.

  • Checklist task filtering

    • Ability to restrict which people schema(s) the assigning of a checklist task is restricted to.

Released on 15 June 2022

Improvements

  • In-page navigation
    When accessing a page via the tableview of a register, you can now navigate to the next or previous page on the register list. The order of pages will default to the order in the table view. You will only be able to navigate between pages you have access to. 

Released on 30 May 2022

Improvements

  • Easier assignment of comment tasks
    The assignment of comment tasks has been simplified by removing the checkbox (one less click!) and adding a default option of “assign to none” into the drop down menu.

  • Improvements to pagesPage Creators have been brought to the surface on Pages making it possible to add “Created By” into a Page Header and as both a filter and a column on register tables.The view and edit icons in the page header have been replaced by a button with words to communicate functionality more clearly. The button is located in the header so the mode you are in remains visible at all times, even as you scroll the page.The page menu icon has been updated from a vertical ellipsis to a horizontal ellipsis (...).Page shortcuts are now created via the page menu (...), making for a cleaner page header. This replaces the star icon that was previously visible in the page header.

  • The page icons for the manual collapse and expansion of page sections have been updated to the more universal symbol of an up or downwards arrow (instead of + and - signs) - when in edit mode.

  • For users with permission to add fields: The + icon for adding fields to sections on pages has been made smaller and lighter in colour to make them less prominent on the page.

    • For users with permission to add sections: You can now add a new section anywhere on a page by simply hovering between two sections. This removes the need to create the section at the bottom of the page and then drag it into the right position.

Released on 14 May 2022

Improvements

  • Cross-register reporting
    You can now create cross-register reports using information in the People Manager, as well as other registers.

  • More people filters to aid reporting
    The addition of several People filters gives you more options when it comes to filtering and reporting. These include People creation, invitation status, log-in and last updated data. Some filters have also been renamed.

Released on 14 April 2022

New

  • Visitor Management Module
    Know who is and has been on-site at all times with ecoPortal's new Visitor Management Module.

    • Your visitors and contractors can check-in using their own device (via a QR code), no ecoPortal account needed. No device? Administrators can also check people in and out.

    • You can set up kiosks instead or as well as using QR codes in 3 simple steps and without technical support.

    • Have access to an accurate visitor log at all times.  

    • Link with ecoPortal's Contractor Management Module to only allow approved Contractors to come on-site.

  • Managing contractors made easy
    Create a complete record of all the contractor organisations you work with as part of ecoPortal's Contractor Management Module. 

    • Contractor Admins can be assigned to their Contractor Organisation record, enabling them to invite, edit or remove their own staff members as appropriate. They will only have access to view people and pages directly associated or assigned to them.

    • Individual contractor employees can be linked to the Contractor Organisation they work for, which can be seen on the People and Contractor Organisation records.

    • Can be linked to ecoPortal’s Visitor Management and Contractor Management modules to ensure only contractors working for approved Contractor Organisations can check-in and come on site.

Improvements

  • User Group restrictionsWhen setting up a User Group, there is a new setting that indicates which groups a User Group member has the ability to add users to. In the example below, users in the Staff group will be able to add people to the Staff and Contractor groups, but not the H&S Manager group.