Staff & User Management
5.0 brings a redesigned Staff & User experience that puts your most important information front and centre.
Key improvements:
View all completed forms directly from a staff profile
Staff Profiles completely re-designed
Manage tasks from within a profile
Easily track expired certificates
Bulk actions for staff management and task assignment
Upload profile pictures for team members
New filters and improved search
Job Roles (formerly Positions)
"Positions" is now Job Roles — a smarter, more flexible way to group your team. Like User Groups, Job Roles let you assign tasks, forms, and resources to multiple people at once.
To get started: Staff & Users → Job Roles → Migrate Job Roles
Use Bulk Actions to merge, create, and assign Job Roles in a few clicks
User Groups have moved from My Business to Team & Users\
Job Roles are the foundation of a full Training Matrix coming to Safe Food Pro — more on that in the months ahead.
Offline Resources
Mobile users can now download resources for offline access — no cell reception needed. Admins can flag recommended documents, which appear as prompts on the mobile app.
Also new on mobile: filter resources by expired, downloaded, or recommended.
Single Sign-On (SSO)
SSO is now supported. To enable it for your account, contact [email protected], or use the chat icon in the bottom right.
Task Details in Exported PDFs
Task status is now included in completed form PDFs — so the full picture is preserved when you export.
AI Form Report Summaries
Generate summaries of form data with the power of AI to get insights into trends, anomalies and site specific data. Excited to hear your thoughts on this!
Quiz Improvements
Two new answer types for Quiz forms:
Signature Capture — collect a written signature inline
Selected Resource — attach a document or link (e.g. reference material for the quiz)
Bug Fixes:
Breaking Bugs
Fixed issue where escalations configured to be sent to multiple phone numbers simultaneously were failing to send
Fixed an issue where users weren't receiving push notifications for workflows and approvals
Fixed issue that caused all emails listed in a Form to be cleared if one recipient unsubscribed from emails
Fixed issue with users receiving push notifications intended for users in an organisation with the same ID in a different region
Fixed issue that caused backdating scheduled forms that had their schedule overridden at organisation-level to fail
Major Bugs
Fixed an issue that would cause schedules to not update correctly when observing an equipment custom field
Fixed issue with weekly schedules not getting updated correctly when edited to add more days of the week
Fixed issue with Form Reports export not escaping quotes correctly, causing broken CSVs
Fixed an issue where sometimes completing a form with a Maintenance Value question would not record all equipment details in the Completed Form
Fixed an issue that allowed users to save Quiz forms on mobile as a draft — they will now always be required to complete the whole quiz
Fixed issue with sensor "out of range" time not always getting respected
Fixed an issue where numeric scheduled tasks would sometimes be duplicated
Minor Bugs
Fixed issue that caused some columns to not be visible in the Completed Forms page on low resolution screens
Fixed issue where not all columns were exported correctly as CSV in the Completed Forms page
Fixed issue with AI Form Builder not dealing with collapsible panels correctly
Fixed issue with AI Form Builder trying to add "correct answers" to questions in forms that are not a Quiz
Fixed an issue where sometimes navigation elements would get obstructed by System-level UI on Android and iOS
Fixed an issue that prevented users from picking a date very far in the future when answering Maintenance Value questions on the mobile app
Fixed forms caching not clearing correctly when the onboarding wizard was re-run
Fixed issue that caused Visitors to be attributed to the "New Staff" statistic in the organisation dashboard. They will now only count towards this if they are promoted to another Access Level (e.g. Tablet)
Fixed an issue where the default Visitor Register acknowledgments were not formatted properly
Fixed an issue where sometimes the group name would disappear from the top bar in the admin console while navigating through the application
Fixed some styling issues in the Sensors widget in the admin console dashboard which caused some data to be obstructed
Fixed issue where the Staff Training Summary shown at Group-level wasn't always getting updated correctly
Fixed formatting for Form Reports and Food Plan emails in SFP
Fixed some visual inconsistencies in the Form Builder where the "needs your attention" icon on questions would sometimes flicker when opening a form
Improvements
Updated yellow colour for Tasks so it's more distinct from the orange colour. The colour has also been added as text everywhere it's displayed to avoid confusion