Connected information between SafetyCulture and other business tools gives you complete visibility over your operations. Previously, the API has been used to easily export data from SafetyCulture (available on premium plan). Recently, the API has been enhanced to also enable you to build custom workflows to achieve a seamless auditing process.
Enhancements to the API
To simplify the experience of a user in the field, an organization’s administrator can pre-start and share a particular audit with a team member (without needing to share the template) minimizing the time a field worker spends searching for the appropriate template. The pre-started audit will simply appear at the top of their listed audits.
You’ll also be able to retrieve audits either individually or audits can be searched by a set of parameters. Using the newly released SDK tools (code available via GitHub), you can automatically extract completed audits within SafetyCulture and retrieve new and updated audits periodically. Read a quick guide to getting started with the SafetyCulture API.
Build custom workflows
Several different types of workflows are now enabled using automation services like Zapier, IFTTT, MS Flow etc. you can easily build custom workflows that:
- Schedule audits at particular times,
- Pre-fill information,
- Trigger actions like reminders or notifications,
- And assign and share pre-started audits to users for completion
Automatically pre-fill information into audits
For organizations with a large number of audits being conducted this automation can help avoid errors and save time. Now, you’ll be able to start a given audit, pre-fill some information automatically and assign them to team members to complete. Read more.
Here’s an example of how it works:
A supervisor is scheduling a team member to conduct an audit at a particular time or on a recurring schedule. The supervisor can schedule the audit, assign a team member, that person will be notified when an audit needs completion and provided the appropriate template form. Some information can be automatically pre-filled to save time, reduce human error and increase consistency. Examples of pre-filled information include: title, name, location, date / time, serial number, or anything relevant to the task at hand.
Sample audit scheduling workflow:
Schedule audits and trigger email notifications with the calendar functionality in Zapier, Google Calendar, or Google Sheets*. An email will be generated at the scheduled time and sent the SafetyCulture user with a link to start an audit with the appropriate template. Once an audit is completed, using Zapier you can trigger any number of next steps. For example, you can use the Zapier service to automatically send emails with a link to a web report. (Read more about web reports in SafetyCulture.)
*Note: The assignee does not need to have a Gmail account. This functionality uses Google Calendar’s scheduling feature only.
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