What's new

Fit2Trade product updates.

Follow improvements across learning, safety, operations, licence management, contractor compliance and the wider Fit2Trade platform.

About these release notes

Historic entries describe Fit2Trade functionality at the time each update was released. Product names, navigation and screens may have evolved since then.

2026

2026 updates

LearnEnsureEnclose

Minor Enhancements

Admins can now mark an Employee as being on extended leave of absence from the employee profile in Manage Users. When marked, this removes the employee's learn data from Dashboards and Reports.

View release details

Manage Users

On Leave

Admins can now mark an Employee as being on extended leave of absence from the employee profile in Manage Users. When marked, this removes the employee's learn data from Dashboards and Reports.

When the employee returns from leave, the On Leave tab can be disabled and their course progress is again included in Dashboards and Reports.

Manage Ensure I&S

Insurer email For clients with automated insurer emails enabled. When an incident has no qualifying category for the insurer email, the Safety Admin can trigger the Insurer email manually from the Incident review page.

Manage Enclose

Certification rejection email

When an Admin is reviewing the uploaded Certification for a Contractor or Contracting company, and the document fails (out of date / incorrect document / not valid for another reason) - the Admin can reject the document and a rejection email is sent to the document

EnsureEncloseEntry

ENCLOSE update & new module: ENTRY (Permit to Work)

Functionality added for Admin to alter whether a Permit or Document can be edited by Site.

View release details

Enclose - New Licence Management System

Manage Enclose Access

Create / Edit Document Type

Functionality added for Admin to alter whether a Permit or Document can be edited by Site.

If 'No' is selected, Site Admins can only View the Document, but can not update, replace or amend it.

Entry - New Permit to Work module

What is Entry?

Entry enables clients to Manage the Permit to Work requirements for Contractors.

1. Add all your Contractor Companies

2. Set document requirements for Contractor Companies to upload, for example,

a. Insurance Certificates: Proof of in-date and adequate Public Liability and Employers' Liability Insurance.

b. Risk Assessment and Method Statement (RAMS): A site and task-specific breakdown detailing the hazards, step-by-step procedures, and hazard controls

c. Safety Statement: The contractor's statutory safety document outlining their overarching safety policies

3. Set the Competency Certifications that the employee of a Contactor must have in place, for example,

a. Manual Handling Certification: Mandatory for any worker involved in lifting, putting down, pushing, pulling, or carrying loads.

b. Safe Pass: Proves the contractor understands basic site safety, hazards, and Irish health and safety legislation.

c. Working at Height Training: Verifiable certificates for all operatives showing they have completed recognized height safety training.

d. Abrasive Wheels/Welding Certification: Proof of training for operators using cutting discs, torches, or welding equipment.

How does it work?

Client Admin Creates Contracting Companies in Entry

Sets the Document Requirements for each Contracting Company

Adds an Admin for each Contracting Company

Determines whether Contractor Induction course is required

Determines which other Certifications are required by individuals coming on sites

Contracting Company Admin

Uploads required documents to ensure their Company is compliant.

Adds their employees and the Certs required / Courses required to complete. Can view Permit to Work status of all their employees

Contracting Company Employee

Uploads any required Certifications that they have already, for example,

Safe Pass

Working at Height

Completes any course(s) assigned to them, for example;

Contractor Induction

Manual Handling

Can display their 'Permit to Work' on their mobile device when they arrive on site.

Account

Incident and Accident updates

New questions added when adding injured employee: Was the employee wearing safety shoes at the time of the incident.

View release details

Incident and Accidents

Logging an Incident / Accident

New questions added when adding injured employee: Was the employee wearing safety shoes at the time of the incident.

CCTV question: enabled functionality to add date/time stamp or a link to captured CCTV footage.

Insurer email: now includes a link to view the uploaded documents / photos.

CSV export: now includes all details of the injury and whether employee was wearing safety shoes

Manage Account Programs

Updated programs page shows course ID#s

LearnEnsure

User ID login

Employee ID can now be entered for users and employees can login with Employee ID# and password

View release details

Users

Logging in

Employee ID can now be entered for users and employees can login with Employee ID# and password

Manage Users

Module access

Users can now be assigned Admin access by Module. So for example, an employee in Head Office who only needs access to Ensure, but does not need to see Learn - this can now be assigned in the user profile admin section

LearnEnsure

Learn Score

New filter to enable running dashboard by JST Category, multiple JSTs or single JST

View release details

Manage Learn

Learn Score

Added new LMS KPI Dashboard that shows

% Progress of Induction Program

% Compliance of Users who've completed the Induction Program

% Progress of Mandatory Program

% Compliance of Users who've completed the Mandatory Program (s)

Headcount

Engagement % of Users logged in last 90 days

Zero Logins # of users never logged in

# Expired Certs Compliance and Progress Dashboards

Added 'Grouped / Separated' filter to enable more granular info by sites

Manage Ensure

JST Dashboard

New filter to enable running dashboard by JST Category, multiple JSTs or single JST

EnsureEnclose

Enhancements to Enclose and Ensure Score

Safety Statement: now excludes new starters in last 30 days

View release details

Manage Enclose

Assess

Added Permit categories and definitions to initial filter page.

Once run, list now includes a filter to show:

All Compliant

All Non-Compliant

Manage Ensure Ensure Score

Safety Courses: now excludes new starters in last 30 days

JSTs: now excludes new starters in last 30 days

Safety Statement: now excludes new starters in last 30 days

LearnEnsure

Learn Dashboards and Reports

Certs Expiring in next 30 days Dashboards (Progress and Compliance) > Course Completion %

View release details

Manage Learn

Reports Matrix Report

Now includes employee location and org chart in the CSV export.

Reports Certification Expiries

Now includes a filter to show:

All Certifications

All Expired Certs

Certs Expiring in next 30 days Dashboards (Progress and Compliance) Course Completion %

Dashboard now also % completion / % compliance for each course selected - in addition to the existing location charts.

Ensure

Reporting an Incident, Accident or Near Miss

Users can now use Speech to Text functionality to enter the following fields:

Headline

Describe what happened

Any other info or action taken

Manage Ensure View Incidents and Accidents

New search box to search by Incident ID#, title or location - without the need to go via filter.

Enclose

Enclose

Add file / photo with 1 click and camera changes on mobile

View release details

Enclose - New Licence Management System launch

Manage Enclose Dashboard

At a glance dashboard shows;

Licence Compliance

% of Valid licences

# of on file and in date

# expected

Compliant Sites

% of Compliant sites

# of compliant sites

# of sites Expiring licences

Licences expiring < 60 days

# expiring < 60 days

# expiring < 30 days

Expired licences

Licences expired 60 days

# expired

Manage Enclose Matrix

Shows all licences and all locations (or any selection thereof)

Compliant: Green

Awaiting: Green border

Expired: Red border

Missing: Red Manage Enclose Access

View a detailed list of all licences

Add / amend / update licences

Create a new requirement for a licence

Super-Admin

Routine Engine

Additional features added:

Added a flag for non-conformity to enable tracking

Comments and Summary page added to navigation dropdown

Summary page redesigned

Icon labels added to questions types: CCV and Critical

Add file / photo with 1 click and camera changes on mobile < End

2025

2025 updates

Ensure

Camera function & Routine Editor

The camera function has been enhanced to ensure that rear camera is triggered on all devices regardless of device age. The process has been tightened to reduce it to 3 clicks.

View release details

Ensure

Routines / Flag an issue Taking a photo

The camera function has been enhanced to ensure that rear camera is triggered on all devices regardless of device age. The process has been tightened to reduce it to 3 clicks.

Click camera icon Take Photo Accept Photo

Super-Admin

Routine Editor

Routine Editor is enabled and has the following features: Clone an entire definition

Copy and paste Pages / Questions

Delete Pages / Questions

Toggle question properties to visible or not

Archive / hide a question

Question behaviour defaults to open

LearnEnsureAPIAccount

Critical Control Verifications (CCVs)

Questions now have the functionality to be flagged as a "Critical Control Verification" question.

View release details

Ensure

Routines Critical Control Verifications

Questions now have the functionality to be flagged as a "Critical Control Verification" question.

A Critical Control Verification is a documented check that confirms a key risk-control measure (one that prevents a serious incident) is in place and working effectively.

Explainer:

It’s not a routine “is the floor clean?” check.

It’s a life-saving barrier check for things like fire protection, fuel containment, electrical isolation, or thermal hazards. CCV = “Are the things that keep people alive or uninjured definitely working as intended?”

If a CCV question is answered in the negative, it automatically creates a corrective action; flags it as High Priority, a Hazard, and guides that it should be addressed within 7 days. This is then visible in Corrective Actions.

These KPIs will follow:

% Critical Control Verifications Completed on Time

% Critical Controls Failed Verification

Average Time to Close Failed CCV Days from fail → verified fixed ≤ 7 days

Learn

Manage Progress Reports

CSV export of the Progress report now includes full org chart path to allow

Organisation Admins to filter by any level of the Org chart.

Account Org Chart

External Location ID is now included in the CSV Export of the Org chart. For clients using API with HR systems.

LearnEnsureElevateAPI

Add Photos/files to Routines and more

Questions now have the functionality to be able to take photos / upload Images and PDFs. Uploading files can be mandated or optional. Limit is set to maximum 2 files per question.

View release details

Ensure

Routines

Questions now have the functionality to be able to take photos / upload Images and PDFs. Uploading files can be mandated or optional. Limit is set to maximum 2 files per question.

Users can now create a Corrective Action from a question, even if it's not required upon an incorrect answer.

Routine question types

The following Routine question types are now available:

"Info_only" no answer required "Shortcut" all questions are passed - (used by Assessors for Sign-offs)

"text" free type

"number" answer must be a number

"date_time" answer must be selected from date and time display modal

"single_choice" answer is one of a choice

"multi_choice" multiple answers can be selected

"mixed" two initial answer options, then a sub-set of multi-selected boxes. For example; If 'No', Why No? select reasons.

Routine question behaviours

All questions have the following behaviour options:

"Points_scoring" assign a number of points per question if Routine is Scoring. Example;

10 Points Critical

5 Points Major

1 Points Minor "Corrective_Action" Can be set to If question Fails/ Passes or user can create an action manually.

"Passover_or_ Required" > If enabled, questions can be marked as mandatory (required), or can be skipped (passover) without impacting completion.

"Category" > questions can be assigned categories > H&S / Fire Safety / Food Safety / Forecourt Safety / Bedrooms / Bars - score by category can be reviewed on results page (Audits only at the moment)

"Force_Fail" If answered in the negative, entire Routine score is marked as '0' points (used for Critical Fails)

"Comment" allow user to enter comment / Force user to enter comment.

"Aid" shows user a guide a to what to look for when answering the question

"Standard_response" > for external Auditors. Shows a standard response for each non-conformity. Response can be edited, deleted, accepted. Standard response shows on Completed Audit report.

Manage Routines View Completed Routines

When a Corrective Action is created, and shows in the Routine review - it's now

clickable and brings you to the Corrective Action.

Each Corrective Action is mapped to a specific instance of the routine.

Corrective Actions title & description displayed in Completed Routine result preview. Images are displayed in the Completed Routine.

Manage Ensure Ranking Reports

Safety Triangle and KPIs can now be exported as a PDF.

Learn

Manage Unarchive requests

A default email can be set for all Unarchive requests to be sent to.

Employee ID numbers

Employee ID Numbers can now be included when adding users via API. They are then

visible in the following areas:

on the Manage Users page and export. on Manage Employee Profile page.

on Learner Progress reports when exported to CSV.

Elevate

Resources area

A new Resources tile area is now available for clients with Elevate. It can be used to show useful resources, news, forms for users.

Ensure

Audit tool enhancements

Audits completed can now be published instantly, along with any Corrective actions, once reviewed and approved by the Compliance Manager.

View release details

Ensure

Manage Audits

Audits completed can now be published instantly, along with any Corrective actions, once reviewed and approved by the Compliance Manager.

Risk Managers can now create a Corrective Action for a non-conformity, even when not mandated by the Compliance Point.

Ensure

Audit tool, Ranking Reports & I/A PDF

When in an Incident/Accident, you can now download a PDF of the Incident (for example, to send to Insurers), that excludes the 'Cause and Action taken' section of the report. Audits

View release details

Ensure

Manage Ensure Ranking Reports

You can filter the Report to one level above Site level.

Manage Incidents & Accidents

When in an Incident/Accident, you can now download a PDF of the Incident (for example, to send to Insurers), that excludes the 'Cause and Action taken' section of the report. Audits

External 3rd Party Audits can now be completed within the App. There's a new range of question types available, allowing us to not only answer YES/NO, but list the Non- conformity for each Compliance Point.

Auditors are also presented with an editable Standard Response for each Non- conformity.

Audit Scoring:

Each Compliance Point is assigned a Risk Based Compliance Ranking:

Manage Audits

Admins can view all Audits for all sites and export answers to all Compliance Points (questions) for all sites.

The Audit PDF for a site's Audit now shows % scores for each Compliance Point Category, for example,

Health & Safety

Fire Safety Food Hygiene

In Corrective Actions, Admins can select 'Audit' and view all Corrective Actions for all completed Audits, by Compliance Point.

Ensure

Interactive Ranking Reports & Employee Injury Filter

When viewing the following reports, you can now see the Incident ID#s and click straight to the Incident.

View release details

Ensure

Manage Ensure Ranking Reports

When viewing the following reports, you can now see the Incident ID#s and click straight to the Incident.

Employee Injuries

Lost Time Incidents

Recordable Incidents

Customer Injuries Ensure

Manage Incidents & Accidents

When viewing Incidents & Accidents, by selecting Employee Injured as the category, you can now filter the results by injury severity or Lost Time.

LearnEnsure

Safety Triangle and H&S KPI Overview

Organisation Admins can now view all H&S Leading and Lagging KPIs, along with a live Safety Triangle.

View release details

Ensure

Manage Ensure Ranking Reports Run All Reports

Organisation Admins can now view all H&S Leading and Lagging KPIs, along with a live Safety Triangle.

Learn

Manage Learn Reports Completions

A new Completions report is available to show Admins all of the course completions, including previous completions of a course by employee.

EnsureOperate

More Ranking Reports & Text Filter

More Ranking Reports for Leading and Lagging H&S KPIs now available for Organisation Admins.

View release details

Ensure

Manage Ensure Ranking Reports

More Ranking Reports for Leading and Lagging H&S KPIs now available for Organisation Admins.

Ensure Score & Operate Score Manage Ensure Ensure Score / Manage Operate Operate Score

A new Text filter switch is now available when reviewing Ensure & Operate Scores.

Selecting the Text filter "Tt" enables you to type into the last level of the Org chart and view all results by the selection.

Example 1: If you're a multi-site Hotel business and the Hotel name is at the Site level, and the last level in each Hotel is "Reception" + "Kitchen" + "Bar" + "Housekeeping". you can type "Kitchen" and view all Scores for all Kitchens in all Hotels.

Example 2: If you're a multi-site Hospitality roadside retail business and the Plaza

name is at the Site level, and the last level in each Plaza is "Burger King" + "Starbucks" + "Dunkin" + "Chick fil A", you can type "Burger King" and view all Scores for all Burger Kings in all Plazas.

Ensure

Ranking Reports

New feature for Organisation Admins to be able to view Ranking Reports for Leading and Lagging H&S KPIs.

View release details

Ensure

Manage Ensure Ranking Reports

New feature for Organisation Admins to be able to view Ranking Reports for Leading and Lagging H&S KPIs.

EnsureOperate

Ensure Score

When viewing the Score for an organisation, you can now view all site scores and filter the chart to show Highest to Lowest scores.

View release details

Ensure & Operate

Ensure Score / Operate Score

When viewing the Score for an organisation, you can now view all site scores and filter the chart to show Highest to Lowest scores.

You can then expand the results to show the individual data points within each location.

EnsureOperate

Operate Score & Corrective Actions

When viewing Corrective / Operational Actions, a coloured bar is next to each action.

View release details

Ensure & Operate

Manage View Corrective Actions / Operational Actions

When viewing Corrective / Operational Actions, a coloured bar is next to each action.

Green: Closed / Resolved

Orange: Open - in progress. An update has been added to the Action.

Red: Open - no update has been added since it was created.

Also, a paperclip icon is visible in the bar when an action has a media file

(photo/PDF) attached to it.

Operate Manage Operate Operate Score

A new Operate Score Dashboard is available. It contains the following information.

Health & Safety score The overall Ensure Score.

Training The % of Compliance courses (non H&S) that are completed.

Operations The % of Operational Routines completed in the last 90 days.

Loss Prevention The % of Loss Prevention Routines completed in the last 90 days.

Brand Audits The % score of 3rd Party Audits in the last 90 days.

Brand Excellence - Site-led The % of Brand Routines completed in the last 90 days

by site.

Brand Excellence - Company-led The % of Brand Routines completed in the last 90 days, by a remote manager.

Operation Actions The number of Operational Actions open 30 days with no

ticket logged.

Customer Experience The The % score of 3rd Party Mystery Shop Visits in the last 90 days.

LearnEnsure

Minor enhancements

New functionality allows for a multi-module course to be flagged as complete when a user completes a specific module or modules within the course.

View release details

Learn

Course completion status

New functionality allows for a multi-module course to be flagged as complete when a user completes a specific module or modules within the course.

Use case is for when an employee needs to be 'signed-off' as having achieved an external certification from a selection available.

Ensure

Critical I/A email alerts

Critical email alerts can now be set-up to send to: A "Critical email group" when any I/A is flagged as Critical.

A specific type of I/A is flagged as critical, the critical email alert can go to specific people who are not necessarily part of the Critical email group.

EnsureOperate

View Completed Routines

You now have further options for filtering the list of completed routines. For example, view all 'Weekly Cash Counts' completed last week. Or, view all 'Daily H&S Checklists completed yesterday.

View release details

Ensure & Operate

View Completed Routines New Date Selection options

You now have further options for filtering the list of completed routines. For example, view all 'Weekly Cash Counts' completed last week. Or, view all 'Daily H&S Checklists completed yesterday.

This then shows you every instance of the selected routine in the selected date range.#

You can export the selection to 'CSV - with answers' to get a data download of the answer every question for the selected Routine during the time-frame chosen.

EnsureOperate

Corrective Actions

New filter enables admins to search for Corrective Actions by keywords / ticket number.

View release details

Ensure & Operate

View Corrective Actions / Operational Actions

New filter enables admins to search for Corrective Actions by keywords / ticket number.

If a ticket has been logged and ticket number entered, this ticket number is now shown on the summary page of all actions.

A new filter to sort Open Actions by three criteria:

Ticket Logged

No Ticket Logged

No Ticket Logged & Created 30 days ago (this is the criteria used in the Ensure Score "Corrective Actions" chart. < End

EnsureOperateAccount

Minor enhancements

Export Organisational chart to CSV.

View release details

Ensure & Operate

View Completed Routines / Checks

New filter allows admins to view completed routines / checks by Category.

New filter allows admins to only show completed routines / checks.

Account Admin

Org Chart

Export Organisational chart to CSV. < End

EnsureOperate

Minor enhancements

Removal of 'X's' appearing on Dashboard for future instances of Routines.

View release details

Ensure & Operate

Save Dashboards as JPEG for insert into PPT slides.

Fixes to Matrix report CSV download.

Removal of 'X's' appearing on Dashboard for future instances of Routines.

EnsureOperate

Matrix Report

Categories Ad Hoc Checks can now be filtered by Categories and multiple Checks can be selected.

View release details

Ensure & Operate

Matrix Report

Categories Ad Hoc Checks can now be filtered by Categories and multiple Checks can be selected.

Date Filter Dashboard can now by run by Year, by Month, previous 7 Days, Previous 30 Days or any Custom range.

Select 'Year' to show all results by Month in a Year.

Select 'Range' to show results for any time range you choose. These additional options allow Admins to view any combination of Routine completion, for any time period. For example: % Completion of every Routine in all sites for last week, or all routines by Month for the Year.

EnsureOperate

Ad Hoc Check & Events

Categories Ad Hoc Checks can now be filtered by Categories and multiple Checks can be selected.

View release details

Ensure & Operate: Ad Hoc Checks & Events

Ad Hoc Checks & Events Dashboard

Categories Ad Hoc Checks can now be filtered by Categories and multiple Checks can be selected.

Date Filter Dashboard can now by run by Year, by Month, previous 7 Days, Previous 30 Days or any Custom range.

Select 'Year' to show all results by Month in a Year.

Select 'Range' to show results for any time range you choose. These additional options allow Admins to view any combination of Routine completion, for any time period. For example: % Completion of every Routine in all sites for last week, or all routines by Month for the Year.

EnsureOperate

Routine Categories

Enhancements Routines can now be filtered by Categories and multiple Routines can be selected. This enables you to view Completion data by Routine, for any number of Routines, or for a Routine Category.

View release details

Ensure & Operate

Routines Dashboard Categories

Enhancements Routines can now be filtered by Categories and multiple Routines can be selected. This enables you to view Completion data by Routine, for any number of Routines, or for a Routine Category.

Categories are as follows:

Ensure

General H&S: Includes all general Daily, Weekly, Monthly, Quarterly H&S routines

Specific H&S: Includes routines that are focused on a specific topic like, Pest Control, AED, EHO visits Fire Safety: Includes all routines specific to Fire Prevention: Fire Drills, Fire Walks, Fire Extinguishers etc

Food Safety: Any routines that are solely focused on Food Hygiene or Food Safety.

Operate

Brand Excellence (Site-led): Any Routines completed by the someone in a site on a brand.

Brand Excellence (Company-led): Any Routines completed by someone in the organisation who does not work at the site. For example, Regional / District Managers / Brand Managers

Brand Excellence (External): Any Brand Audits completed by a 3rd party.

CEX: Any Routines focused solely on Customer Experience, for example, Speed of Service Checks, Mystery Shopper / Secret Shopper visits.

Operational: Any Routines that are general Operational checks, for example, Site

Manager checks, Regional / District Manager visits.

Loss Prevention: Any Routines that are related to Shrinkage, Cash, PCI Compliance, Loss Prevention Visits ./ Audits.

HR: Any Routines focused solely on People / L&D.

Routines Dashboard > Date Filter Enhancements Dashboard can now by run by Year, by Month, previous 7 Days, Previous 30 Days or any Custom range.

Select 'Year' to show all results by Month in a Year.

Select 'Range' to show results for any time range you choose.

These additional options allow Admins to view any combination of Routine completion, for any time period. For example: % Completion of every Routine in all

sites for last week, or all routines by Month for the Year. Routines Dashboard Results Filter

Enhancements Results can now be shown by either:

Grouped: Displays combined data by group beneath selection.

For example; if you select a Region, it will combine all results from the sites within the Region.

Separated: Displays separate data for every location.

For example; if you select a Region, it will show all results from all sites within the Region.

See below.

Routines Dashboard > Results Results are now sorted by A-Z order by name of Routine. So for example, all Brand routines for the same Brand will be next to each other.

2024

2024 updates

EnsureOperate

Minor enhancements

Enhancements Tweaks to the display of routines that are scheduled less frequently than monthly.

View release details

Ensure & Operate

Routines Dashboard

Enhancements Tweaks to the display of routines that are scheduled less frequently than monthly.

Ensure Score

Enhancements Hyperlinks added from all Pie charts to next level of detail.

EnsureOperate

New Routine Dashboard

New Dashboard An all new Dashboards for Routines. Enables you to view all Routines for a calendar Year by Month. You can filter the Dashboard to show

View release details

Ensure & Operate

Routines Dashboard

New Dashboard An all new Dashboards for Routines. Enables you to view all Routines for a calendar Year by Month. You can filter the Dashboard to show

Completion % by Month and Year to Date.

Completion # by Month, and Year to Date.

% Score of all Completed Routines by Month and Year to Date.

Whilst % Score is also available in Ensure, typically only Routines in Operate have a Passing Score and Actual Score.

Multi-site Admins can get an overview of their entire Organisation, a single site, and any combination in-between. Routines Dashboard

CSV Download The entire Routines Dashboard data can be exported to CSV to enable deeper analysis or import into other business reporting tools like Power Bi.

Routines Matrix Report

Scoring The Routine Matrix report now shows (for Routines where % Score is enabled) the %

score to 1 decimal place. Upon download to CSV, the report downloads to 2 decimal places (if applicable).

Operate

Scoring entry for historic 3rd party Audits

Scores Organisation Admins can enter the results of historic external audits without the need for those audits to have been scheduled in the Routines area.

View release details

Operate

Routines

Scores Organisation Admins can enter the results of historic external audits without the need for those audits to have been scheduled in the Routines area.

Operate

Enter Scores for 3rd party Audits

Scores Organisation Admins can enter details of external audits to keep the data in the portal. This is useful if you want to track Brand Standards, Mystery Shop Visits, etc.

View release details

Operate

Routines

Scores Organisation Admins can enter details of external audits to keep the data in the portal. This is useful if you want to track Brand Standards, Mystery Shop Visits, etc.

Reporting When reporting on Routines that have scoring enabled, the Operate > Routine > Matrix report can now switch between completion and scores.

EnsureEntryAPI

New Near Miss Reporting tile

Question the claim Added a field to Escalated Incidents and Accidents to inform Insurance carriers that you are questioning the claim. Field response added to auto-email to Carrier.

View release details

Ensure

Incidents and Accidents Managers

Question the claim Added a field to Escalated Incidents and Accidents to inform Insurance carriers that you are questioning the claim. Field response added to auto-email to Carrier.

Reporting Filter Incidents & Accidents combined, excluding Near Misses.

Near Miss Reporting

Simpler Near Miss Reporting Near Miss reports are now a separate tile. "Report a Near Miss" - for when an Incident was narrowly avoided.

When reporting a Near Miss, there's no need to select all the fields you previously had to complete. Primary category fields are pre-selected to reduce the number of clicks.

Text on screen automatically changes to "What nearly occurred?" and "What was prevented?" when reporting a Near Miss.

Upon submission, the report is automatically Closed, removing the need for Safety

Admins to close every Near Miss.

Routines

New Question functionality options Questions can now be two-part. If "No", then select one or more reasons why.

New Date Entry New Date entry field option. For example, when reporting a Fraud event, you can select the date of occurrence rather than typing the date manually.

Developers API API Additional endpoints added. See https://www.fit2trade.com/api-doc/ for details.

EnsureAPI

API additions

View List of Corrective Actions [Ticket Logged] Corrective Actions list now shows all Corrective Actions that have had a ticket logged.

View release details

Ensure

Incidents and Accidents Safety Admins

Deleting Duplicates The ability for Safety Admins to delete duplicate entries.

Near Misses Reported Near misses no longer trigger email to Admins.

Corrective Actions Managers

View List of Corrective Actions [Ticket Logged] Corrective Actions list now shows all Corrective Actions that have had a ticket logged.

Manage Users

View List of Users Report now shows the location and Admin status if all users and this data is included in the CSV download.

Developers API

API Additional endpoints added. See https://www.fit2trade.com/api-doc/ for details.

EnsureEntry

I&A Critical Incident launch

Ensure > I&A > Critical flag When reporting an I&A, it can be defined as 'Critical'. This is then always at the top of the list of I&A, in red, when viewing all I&A.

View release details

Ensure

Incidents and Accidents

Ensure > I&A > Critical flag When reporting an I&A, it can be defined as 'Critical'. This is then always at the top of the list of I&A, in red, when viewing all I&A.

It can only be removed from the 'Critical' list by the Safety Admin. A Critical Incident

email is generated, (over and above the existing email alerts), and is sent to people defined on the Critical Incident list.

A note is added to the data entry section that defines a Critical Incident:

A critical incident is an event posing an immediate, severe threat to health, safety,

security, or significant operational disruption, requiring urgent response.

Incidents and Accidents > Managers Ensure > I&A > Reporting Injury Forced to Escalate when an Injured Person is selected as one of the Primary

Categories.

Ensure > I&A > View, Edit, Escalate, Close > Filters When viewing reported I&A, you can now filter all Incidents and Accidents by

category.

Ensure > I&A > View existing I&A > New filters When viewing an Escalated Incident / Accident, you can now use a filter to skip between the different pages of the I&A report.

Ensure > I&A > View, Edit, Escalate, Close > Email error flag When viewing reported I&A, you will now see a red triangle next to any incident where an email error exists in the log.

Incidents and Accidents Safety Admins

Ensure > I&A > Exporting results > New CSV KPI data When exporting Incident / Accident results, you can now select 'CSV - KPI Data' as am option. This exports just the key KPI data for any Board reporting, without all the additional data.

Ensure > I&A > Safety Admin > Request for Escalation Safety Admin can now request for a logged Incident/Accident to be escalated. Triggering an Escalation request email to the location. Once escalation requested, location admin cannot close accident. Safety Admin can also resend Request for Escalation email. In the view all I&A list, I&A are flagged as being 'Escalation

Requested'.

Ensure I&A Critical incident types Clients can designate certain incident types as critical by default, regardless of the

priority assigned by the person reporting the incident.

Ensure > I&A > Critical incident email Added the Title and Description of I&A to the Critical Incident email to give more headline information to recipients.

Ensure > I&A > View, Edit > Insurer reference field Managers can now enter an Insurance reference number field on the 'Initial report'

page (if a case number is subsequently provided by the insurer). The number entered will appear on the csv download of all I&A. Ensure > I&A > Email to Insurer limited to one If an existing escalated I&A is re-submitted, the insurer (if defined) will not be notified with a second email, to avoid the scenario of duplicate cases being created for the same I&A.

Ensure I&A Resend email to Insurer Safety Admin can choose to trigger a second Escalated I&A email to the Insurer.

Corrective Actions

Ensure > Corrective Actions > Ticket logged Managers can now mark Corrective Actions as 'Ticket logged' and enter a ticket number. Corrective Actions that have this flag are excluded from the Ensure Score.

Ad hoc Checks & Events

Ensure > Ad hoc Check & Events > Email alert When a location completes an 'Ad Hoc event or Check', an email can be sent to a designated recipient. For instance, after a "Regulatory Visit Event," an email notification is sent to the Legal department.