Feature Requests

Idea - As the workflow is complete the system would generate an email with a copy of the completed PDF/Report attached, this would automatically send to the user who has completed the workflow. Additionally also having a txt field to add clients emails for instant reports as well. Great for quick response to clients, supervisors and for file creation and ease of storage.

Have the ability to update content captured while executing a workflow. This could be adding more content or replacing content.

When a user completes a workflow and is required to submit media (action step) as evidence of work performed, it would be great to be able to easily reuse that submitted content as examples of best practice. An example of this would be: A technician performs a great job and we'd like to use their submitted photos as examples of best practice. If we could somehow decided which media to include and then have that media automatically linked onto the appropriate workflow steps.

Dashboard/reporting view of completed and uncompleted workflows so that progress through a job can be tracked.

When building a workflow that has repeatable steps (i.e. the steps follow a repeated pathway) it would be useful to select multiple steps, copy them, and paste the steps where you needed them. This could also be achieved through a step library where you could save a number of steps as a template, and then bring them into existing workflows where you wanted - thus saving time having to create multiple steps each time.

When a user is executing a workflow, and they arrive at an action step that is asking for text, can we provide some restrictions on how that provided text is formatted? e.g. if I was looking for a user to provide me the version of a piece of software, I would ensure that users could only provide answers that matched the "XX.XX" format.

Text within workflows is always at the same size & colour. This makes it difficult to call out important information within a step to the user. It would be really useful to adjust how large or small the text is, what colour it is, and if its bolded or italicised.

Sometimes when a user is actioning a workflow they want to include a CSV file as apart of the attached media (testing, configuration, calibration). Currently CSV files aren't accepted into HINDSITE.

People aren't always available and it can be easy to miss calls. It would be great to see if you have missed a call and potentially join the call if its still active or recall the person trying to call you.

When performing a workflow users often would like to view the entire process instead of individual steps. This is because they often need to go back and check previous steps as well as get ready for upcoming steps.