Welcome to the Sherm Update for MArch 2024!
This month with have integrated with Xero and completed the install with Oakhurst Civil, who signed-up to Sherm earlier this year! So, a big thanks to Nshara and Kym in the office for working through this with us.
We have also developed for Coastal Fresh an integration with Deputy. Alongside of this are other specific employee databases to ensure employees are either added to Sherm upon being added to a payroll or human resources application and then to maintain them as being inactive, or active again should they return to employment.
Should an API be of interest for your company please contact me directly so we can discuss and make arrangements.
Righto, so let’s get into the improvements and fixes since January.
Improvements
Document Register
Add new function to enable the Admin and the Document Owner to Delete a New Document. This accounts for user error and the Delete Button will display active until the Document is Approved. Once a document is Approved it cannot be deleted, only Archived.
Update Document Reject Mail Template
Have included the Comment as to why the document has been rejected rather than going into the Comments section of the Document Register.
Scheduled Audits
Modified the user interface for both Executive Summary and Recommendations to provide additional view in the field text box.
Given it is not mandatory include Executive Summary and Recommendations, in the View Audit Score when the Print Audit Report is selected, the layout is adjusted accordingly to exclude these.
Organisational Chart
Company logo that is displayed in the Site Master will display at top of chart rather that Sherm Logo.
When clicking on various Sites (if you have them) you can open the site only. Just click on it then open.
Example shown below with “View Chart” from the Site selected OR by selecting Reporting To, you can also View Chart.
Welcome Email
The welcome Email that is sent to you workers when they are added into Sherm is signed off by you Company.
Update Scheduled Meeting Notification
Changes made to the meeting now include the date, time and location.
Note: we cannot remove or edit calendar invites so you can utilise this email notification to change the existing calendar invite.
Home > Reports > List of Active / Inactive Users
Included a Department Filter for sorting Users and running reports.
New Email Notification
Email notification to be provided to investigator of incident with scheduler set for day one, four and seven post due date.
Remember investigations not completed will display in the Monthly Data Analysis as defined in Assign Notification Rights.
Fixes
Risk and Opportunity Register – resolved the issue relating to import of data sheet to Sherm and the displaying of data.
Site Master Breadcrumb for – Upload Attachments fixed.
Workplace Inspection Electronic Form – improved display of the survey questions to enhance usability.
Add Past Meeting – includes current date but cannot be added in past current time of input… clearly!!
Training Master – Error 404 experienced when trying to make inactive if fixed.
My Scheduled Audit – layout fixes to ensure the display when completing audit is same as audit tool.
Manage Employee – Training Undergone we had error throwing when adding Other Training.
Report > User > List of Active / Inactive – we have included a Department Filter.
Report > Investigations – fixed the display for the period selected.
Registers > Plant Register – Date Returned would not enable selection of same day, which for example is required when issuing and tracking keys.
Requesting Referrals
Do you know a company who would benefit from using Sherm?
If so, I would welcome an introduction and upon the referral subscribing to Sherm, you get paid 5% of their subscription fee!
Simply provide the introduction via email and if we get a sign-up, I will call you personally and make the arrangements with you.
Testimonials
I will be commencing the design of a new website for Sherm, so if you could provide a Testimonial of your experience with Sherm and services provided, I would be most grateful.
What I am looking for an awesome/positive/rave review around 200 – 250 characters in length and a photo.
Alternatively, a Video testimonial would be fabulous!!
Testimonials provided which are used on the new website will receive a special little hamper from one of my favourite places in South Australia 😊
Sherm Updates in the SFL Webstie
Please remember all the Sherm Updates are located at the Safety for Life Website > Sherm Software > Software Updates.
It is important to keep your procedures current and up to date and that changes are communicated to your work groups.
Stay happy, healthy, and free 😊
