This year, we have focused on how you manage training in Assure. Coming soon, we are enhancing how you support your people's engagement in training with a new user interface (UI) in Learn.

These updates will make it easier for your people to access and engage in the training they need for safe and quality work.

You control when you switch over to the new UI. More documentation covering details on changing over will be coming soon. If you currently have Learn your CSM will reach out to you to discuss next steps.

This is just the start of Evotix AI. We are actively looking at how to expand our AI capabilities further.

If you are interested in using the Evotix AI Assistant and would like to find out more, please contact your customer success team. 

With this release, we are enhancing how you manage translations of IQ templates.

How it works: 

• Export the IQ template you want to translate.
• In the exported CSV file, add the translation for each section in the language you need translated and save the CSV file. 
  • Any sections not translated will stay in the original English value
• Upload the IQ Template to create the newly translated version.

This allows you to have full control over translations, ensuring accuracy and alignment with your business terminology across all required languages. 

🖱️ Learn more in this knowledge base for how to translate your IQ Templates.

What this includes:

• All module APIs now use system default language for picklist values.
• New PATCH endpoints for Person and Equipment Register APIs allow you to send only the data you want to update.
• The Person Register API now allows you to send a TNA with person creation.
• If you have auto-archive training enabled, the API will automatically archive training records when a person leaves.

To learn more about enabling auto-archive training, check out this knowledge base.

Want to get started using inbound APIs?

We have expanded our inbound API capabilities to include:

• Person Register
• Equipment Register
  Incident Analysis
• Claims Management
• User
• Organizational Unit

More inbound APIs are coming soon.

How do I get started? 

The Data Extraction API is a chargeable service. To activate it, please contact your Customer Success Manager 

How does it work?

• Search and select an SDS from the SDS Manager database. An icon in the SDS library will now indicate which records are linked to an SDS from the database.
• Information from the selected SDS will automatically populate corresponding fields within the SDS record.
  • Any data that doesn’t have a direct corresponding field will appear in the ‘other data’ field in the SDS record.
• When sharing SDSs via mobile devices to your workers, key fields are available immediately without opening the attachment.

This saves time, ensuring critical information from any SDS is easily accessible whether in Assure or AssureGO+.

Watch this short video to learn more

In this release, we are adding functionality for you to transfer Insights+ dashboard ownership from one dashboard designer to another.

Now, when you change access of an Insights+ designer or try to disable or delete their Assure user account, you will be able to select another user to become the dashboard owner.

This allows you to better manage your Insights+ dashboards.

When creating a new person in the Person Register, it is now possible to assign their required training at the same time. This helps you ensure that new joiners receive the training they need. A new section ‘Training’ has been added to the Person Register where you can select the required qualifications for that person, which will automatically create all training records.

How does it work?

• When setting up a new person’s record, select ‘yes’ to create a ‘Training Needs Analysis (TNA).’ 
• Choose the required qualification (TNA Template).
• Add additional courses from the course library if required.
• Save the person record to automatically create the TNA and training records for that person.  

How does it work?

With the Equipment API you can: 

• Create new equipment register records  

• Update existing equipment register records  

• Delete equipment register records  

How do I get started? 

Before you can get started, we need to enable the API for you. Please reach out to your Customer Success Manager or Customer Development Manager if you are interested in procuring and adding this functionality.   

🖱️  Learn more in this knowledge base article for details on inbound APIs. 

With this product release, we are enabling the connection between users of Assure and their corresponding record in the Person Register. Now, any change to shared fields will update both records.   

Linking both user and person details is a key building block for other developments on our product roadmap.  

How does it work?

A new field has been added to link a User to a Person Register record. This connects the name and email fields, and allows you to make updates in one place. You can manage this from both the Person Register and User Management. When enabling this feature, the email field in the Person Register will become mandatory and must be unique. 

The Data Extraction API has been extended, allowing you to export datasets for the following modules/submodules:  

• Reviews
• Job Hazard Analysis 
  • Hazards and Controls 
  • PPE Image 

You can now export more than 40 different types of datasets with this API, with more being added over time. You can find a complete list and an overview on how it works in this knowledge base article.

How do I get started? 

The Data Extraction API is a chargeable service. To activate it, please contact your Customer Success Manager 

Meet the Evotix AI Assistant for Hazard Spotting. Embedding live AI responses into your hazard reviews can help your users make better decisions, enhancing your risk mitigating activities.

You can configure your own prompts for the AI Assistant, allowing it to provide live suggestions on topics such as risk severity and actions or control measures to consider following a hazard report.

 How does the Evotix AI Suggestion Assistant work?

• Evotix will enable the AI Assistant for you and provide you with your company AI authorization key.
• Create your own prompts, including form fields, so it fits the needs of your business. A default prompt is available that you can copy and amend.
• Generate AI suggestions within the hazard record based on your prompt.
• Set permission on who can create prompts and who can generate suggestions.

This is just the beginning of Evotix AI. We are actively looking at how to expand our AI capabilities further.

If you are interested in using the Evotix AI Assistant and would like to find out more, please contact your customers success team. 

How do I get started? 

The Data Extraction API is a chargeable service. To activate it, please contact your Customer Success Manager.  

If you are already using the Data Extraction API but want to add more datasets, please contact Evotix Support for assistance.