Tags & Facility Manager Enhancements

In this video, we provide a clear and actionable guide for team members on how to utilize the updated Facility Manager module, Custom Forms, and Tags effectively, ensuring improved workflow, efficiency, and accuracy in task execution.

Chapters:

0:00 Introduction

0:16 Facility Abbreviations and Position Filtering

1:02 Checklists and Form Updates

1:45 New Custom Form Building Tool & Features

2:46 New Tags Feature

3:56 Recap

Key Steps

1. Access the Facility Manager Module

• Navigate to the Admin menu.

• Select the Facilities section.

2. Utilize Abbreviated Facility Names

• Edit facility names to use abbreviations for clarity.

• Ensure that the abbreviated names are reflected on the dashboard for easier navigation.

3. Manage Staff Assignments with Position Filtering

• Use the Schedule Manager to view staff availability.

• Check that each position clearly displays the associated facility.

4. Interact with Checklists and Forms

• Access checklists on the side of the screen.

• Use the top buttons for quick access to forms.

• Verify who answered each question before finalizing checklists.

5. Monitor Form Completion

• Check the last saved time on forms to identify which need completion.

6. Create and Edit Custom Forms

• Use the real-time preview feature while editing forms to visualize the final product.

• Set up custom email notifications using specific data fields (e.g., user’s name, inspection date).

7. Implement New Answer Types

• Incorporate location-based data that pulls directly from facility data into your forms.

8. Utilize Tags for Access Management

• Create tags in the tag menu before assigning them to custom forms.

• Assign tags to users for streamlined access control.

• Example: Assign the "Lead Lifeguard" tag to restrict access to specific forms.

9. Update Access as Needed

• Adjust tags to update user access without modifying individual user settings.

Tips for Efficiency

• Regularly review and update tags to reflect any changes in team structure or access needs.

• Use the checklist feature to track staff input and ensure accountability.

• Encourage team members to familiarize themselves with the new features to maximize their benefits.

• Schedule periodic training sessions to keep the team updated on any further enhancements or changes in the system.

By following these steps, team members will be able to effectively manage facilities, streamline workflows, and enhance communication, leading to improved productivity and accuracy in task execution.