Here's a quick review of the updates covered in our Product Update Webinar:
1. Making Custom Pump out Form Properties Required:
Custom properties are any properties added to a form or section or your SwiftComply system that are not included by default. In a pump out form the default properties are Service Provider, Date of Service, and Pump out Volume, any properties added to the pump out form outside of that are custom properties. To add and make custom properties required first go to Account, then Settings to access the admin area of your SwiftComply database.
From here select Properties
Then select Pump out Properties
Either edit an existing custom property by selecting the grey pencil icon, or click Create Property and fill out the required information. The Label and Internal name can be the same thing (there is a 20 character limit), the description shows up as a tool tip on the pump out form, and the last section is the type of property you would like to create.
When finished click Required to make the property required, and click save. Now the pump out form cannot be submitted until the user has filled out this required property.
2. Require pump outs be > 0
We have added another option in the Pump out Properties section as well. If you want to make it required that pump outs are greater than zero gallons, simply select this check box. The check box lives under the list of created custom pump out properties (same place as shown above).
3. Inviting a Service Provider to Enter Pump Outs
In order for a Service Provider to begin making pump outs in your system they have to be invited to create a login and username. From your dashboard select the Providers tab.
From the list of providers, select the provider you want to invite and navigate to their profile. Once viewing the provider profile click Actions and Invite:
Enter the email of the service provider when prompted
To see if a Service Provider has accepted their invitation navigate to Account and Settings from your Dashboard
From here look for the service provider email address, and the color of the dot to the left of their name will tell you if they have accepted their invitation (green dot) or if they have not yet set up their account (yellow dot)
4. Choosing which Service Providers display on establishment profiles
When FSE's choose a new Service Provider, they are prompted to select from a list of all the Service Providers listed within your system
If there is a provider that you do not want to appear on this list for whatever reason you can remove them from the FSE view. First select the Providers tab from you Dashboard:
Select the provider you don't want to appear and select Actions and Edit once viewing their information
Scroll down and uncheck the Display on Establishment Profile checkbox
Click Save and that provider will no longer appear when an FSE searches for a new Service Provider.
5. Digital Signatures
*As of 4.15.20 this product is still in beta testing- so don't be surprised if it is not available on your SwiftComply system just yet!*
Digital Signatures are a custom property just like any other custom property- so they can be added into establishment information or even a pump out form but we anticipate most users will be adding them into their inspection forms. To add a digital signature to your inspection form first navigate to Account and Settings, and select Inspections from the admin panel on the left.
From the inspections page you can either create a new inspection or edit an existing one. Either way once on the inspection editing page, click on the blue plus sign next to an existing question to add a new question to your inspection sheet. The new question will show up following the question you clicked the plus sign of.
You can name your signature question anything you want, however we suggest just writing "Signature" to avoid confusion. When selecting the type of question select "signature"
Just a reminder that when filling out an inspection you cannot add a signature until all of the required properties have been filled out in the rest of the inspection.
6. Custom Date Filters for Custom Date Properties
When creating a custom property, you have the choice to make the custom property a date. This might be used to keep track of a license renewal, or permit expiration in the case you will see here. We have made it easier to search for the dates in these custom properties from your establishments tab.
First navigate to Establishments from your dashboard.
From there select Add Custom Filter
And select Add Filter by Custom Property, and select the custom date property you have previously created from the list of properties that appears.
When you have selected your custom date property select Filter "Custom Property" by date range. Our example shows "Permit Expiration" as the custom property.
Once this filter is applied, select the date range you would like to view from the dropdown menu
Just a reminder that "Last Week", "Last Month" and "Last Year" refer to the last calendar week, month and year. To see 30 days prior to today, use the # of days filter option.
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