Bringing Action Plan and Sensors to the Next Level 🚀

We’ve prepared one of the biggest updates to Andy so far. It includes major improvements to the Action Plan and Sensors, making them more powerful, flexible, and capable of creating smarter workflows.

(1) Improvements to the Action Plan

The Action Plan experience has been completely redesigned to enhance the visibility, management, and tracking of action plans generated from audits, making both the tool and the overall experience more consistent, intuitive, and efficient.

🟢 Changes in the Control Panel (CP)

📆 Deadline

• Set a timeframe to complete action plans once the audit has been completed.

• Andy automatically calculates the deadline and displays it in the app, helping you stay on track.

⭐ Custom Status

• In Customization, you can now create and manage Action Plan statuses, tailoring them to your workflow and brand processes.

📋 New Supervision Table

Navigate between audits and action plans, now on separate pages, for a better overview and easier management.

🔹 Audits

• A new column has been added to the table with the unique ID for each audit, making it easier to identify and distinguish between different audits.

• In the Action Plans column, you can now see a full breakdown of how many action plans are associated with each audit, grouped by status: 🟢 Completed; 🟡 In Progress; 🔴 Open; ⚪ Other custom statuses.

• The report provides a quick summary of non-conformities generated during the audit.

🔹 Action Plan (new)

In the new view, you can:

• Easily view and manage all generated action plans.

• Use filters to customize your view and track progress.

• See that each action plan is linked to the ID of the audit that generated it.

🛡 Permission Management

Remember, you can already control who can view and manage action plans:

• If the template has no management permissions configured: any user with access can freely manage audits and action plans.

• If you set role-based permissions:

  • View: can only view and create checklists; cannot change statuses or respond to items.

  • Edit: can respond to items and change statuses, but cannot reopen Completed plans.

  • Manage: can do everything, including reopening Completed plans, unless they are locked by the deadline.

💡 This reminder helps ensure that permissions are set according to your team’s needs.

🟢 App Updates

⚡ Separate views for Audits and Action Plans

Audits and action plans now have separate pages, making it easier to track, manage, and get a clear view of the process.

🔹 Audit

• A new column with a unique ID has been added to easily identify and differentiate audits.

• In the Action Plans column, you can quickly see the status of each plan associated with the audit:

  • 🔴 Red: Open action plans that have not yet been started.

  • 🟡 Yellow: In progress.

  • 🟢 Green: Completed.

  • ⚪ Gray: Action plans in other custom statuses.

• Access to non-conformities has been simplified: when any are detected, Andy shows the count and provides a quick filter to view only those non-conformities. With a single click, you can switch the view and focus on what you need.

🔹 Action Plan

Now you can:

• View, edit, and manage action plans.

• Easily track progress and deadlines.

(2) Improvements in Sensors

📊 New KPI View on the Home Screen

When opening the app, you will now see the KPI view directly on the Home screen.
This view allows you to monitor and manage your sensors at a glance, giving you quick access to the most relevant information.

🕒 Sensor Power-Off History

A new power-off history log is now available for each sensor.
This log can be accessed from both the Control Panel and the App, making it easier to track events and identify potential issues.

🗑️ New Sensor Removal System (TESTO Devices)

You can now remove TESTO sensors directly from the app settings.
Within the linked sensors section, sensors can be easily unlinked.
Once removed, the pairing process must be completed again to add the sensor back.