System Updates

On the audit page you will now see a ± score column. This shows the change in score between the latest audit and the previous one.

You can also see this on the individual audit page. Selecting the previous score will take you to the previous audit.

A new export button is now available directly on the Site Snapshot page. This feature generates a downloadable CSV file containing a detailed breakdown of the snapshot figures by individual sites.

New options for configuring employee site access to give you more control:

• Manager → Administrator: The former Manager access level has been renamed to Administrator. Permissions remain exactly the same.
• New "Manager" role: A new, restricted Manager access level. Operates similarly to Administrator but restricts advanced site configuration — the Manager cannot:
  • Create or configure roles.
  • Set up new templates.

If you would like to bulk reduce any employee's access to the new Manager level, please contact us or submit a support request.

A new feature has been added to all resources (checklists, playbooks, etc) that allows reminder tasks to be disabled. This is particularly useful if you want to make a resource truly ad hoc.

For example, it can be used for pre-use checks or procedure-based playbooks. Resources with their reminders disabled can be identified via the snoozed clock icon.

We now show when checklists were last submitted without having to open the record.

This is especially useful for non-managers, who can now clearly see and demonstrate when a checklist was last submitted — for example, showing when an LGV daily check was completed if stopped at the roadside.

We have added a 'Linked' filter on both the All Employees and Employees with Site Access pages. This allows you to filter and see which employee records have been linked to an Opus account — it defaults to 'Both'.

When you hover over an asset type or role in the Manage Employee or Manage Asset pages, you'll now see the schedule of the linked requirement directly in the pop-up.

This also extends to the Manage Asset Types and Manage Roles pages — making it easier to check requirement schedules without opening each one.

When you add a new document in OCC, you'll now see a Report Something option. This allows you to instantly raise a related report at the same time as uploading the file.

Example use case: An engineer's inspection report highlights a defect. As you upload the document, you can immediately log a corrective action — keeping the evidence and the follow-up action linked together in one place.

This new workflow makes it easier to:

• Capture issues at the point of upload
• Link documents and corrective actions together
• Ensure nothing gets lost between paperwork and action

We've introduced a new top severity — Immediate.

When to use: Issues that must be actioned now, ahead of all other work. Examples: a serious threat to life (e.g. live electrics, unprotected edge), an active breach of the law, or a live incident that poses substantial business risk.

How it appears: Tasks marked Immediate show a red flashing alarm icon.

You can use this now by changing the severity of an existing task. If you'd like Opus to update any checklists so that specific triggering responses create an Immediate corrective action, please get in touch.

You'll now see a live search bar at the top of your 'My Sites' page. As you type, the list instantly filters to match your input — no more scrolling or relying on your browser's search function.

You can now add actions directly from the Manage Documents page.

This is especially useful for external audits (e.g. ISO audits) — upload the audit document and link any follow-up actions to it. Actions stay linked to that specific document revision, keeping everything neatly connected.

The task will show document details with links to download / view or navigate to the manage document page. It will also appear on the manage document page under Related Tasks.

You can now quickly add another task straight after submitting the first one.

This is especially useful when adding multiple sub tasks — once you add the first, check this box and keep adding more until you're done.

You can now assign required documents to specific roles in OCC.

This is ideal for anything you want to make compulsory that isn't training — such as a new starter form, driver declaration, or licence check.

You can now customise how your in-system (bell icon) notifications appear.

A new option allows you to show only unread notifications — ideal if you receive a high volume and want a clear, distraction-free list.

To update your settings, go to: Profile > Preferences

We've also optimised the code around in-system notifications so the count updates quicker.

The Quick Filters on Task Reports and the All Tasks page can now be edited by Opus.

So if there are search queries you use regularly — for example 'Corrective Actions from Employee Checklists' — Opus can add that for you to save time.

You can now preview E-learning content directly from your E-learning templates.

You can reach an E-learning template via:

• Role Requirements: Navigate to your role requirements and click on a course.
• Your E-learning Templates Page: via Site Manage, then the ... 'other options' in the top right.

We can now add information to your checklists to provide additional context or guidance to the person completing it. This could be:

• Text based instructions
• Reference images
• Links to OCC or external documents or resources
• Videos showing how to complete checks

As a reminder — in addition to standard yes / no questions, we also have free text entry and upload image question types.

The new Assign Myself button allows you to assign tasks to yourself with just one click, bypassing the need to search through a list.

Opus Support can now provide you with a web link that displays only a single report type. This also means we can generate a QR code for the customised link if required.

We now support irregular schedules where training or documents don't conform to a regular time-based schedule (e.g. 3 yearly).

This feature allows you to set the date of the new training / document and then manually add the review date. Please get in touch if you would like to use this feature.

We can now create bespoke report templates for 'ad hoc' checklists.

This is useful for clients who want to conduct a checklist on an off-site installation — where a normal checklist wouldn't be appropriate as it wouldn't be scheduled and each submission would be independent of previous ones.

Please get in touch if you think this feature would be of use.

This feature has been refined and released for public use.

It allows you to see on one page what the default schedules are for training and E-learning templates, and identify any divergences — indicating employees have records not using the default schedules (usually because a manager has altered the schedule).

My assigned tasks now has filters for snoozed and resolved tasks to help you manage your workload.

We've added a new optional report type specifically designed for recording spillages. Particularly useful for clients who are ISO 14001 accredited and require detailed spillage documentation.

The profile settings now allow you to opt into a new landing page featuring quick links and nudges to take you to the right locations.

Opt in here and let us know your thoughts.

Available on all tasks across the system, you can now apply a 'Flag Task' label to highlight tasks for urgent review or escalated handling.

How to Use It: Apply the 'Flag Task' option on any task you wish to highlight.

Current Capabilities: Locate flagged tasks in Task Reports using the search query: label:additional/flag-task.

Coming Soon: Subscription options for flagged tasks — senior managers will be able to subscribe to the Flag Task label and receive notifications when tasks are marked with it.

We've added a summary field in the incident form and updated the text in the initial report.

We encourage prompt logging — the person making the initial report shouldn't feel they need all the details before starting. The "What Happened?" field (formerly "Details of the Incident") captures what is understood to have happened at the time of reporting. Further details can be added later.

The Incident Summary field serves as a record of the circumstances surrounding the incident and appears in the Investigation section. It's included in Task Reports and the Task Reports export.

Note: This applies to incidents reported from 14:00 on 24/10/24.

Opus Compliance Cloud Admins can now snooze tasks for extended periods of 3, 6, 9, or 12 months — perfect for situations like maternity leave or other long-term absences.

If you want to use this feature, please comment on the task(s) explaining why, then send us the task link(s).

You now have the ability to filter by asset type or employee role on both the Site Snapshot page and snapshot subpages.

Added for cases where user might share devices. If the name here is wrong it indicates to the user that the previous user has not logged out or that they have shared a session and the other user has overwritten their display name.

Documents now have 3 access levels:

• Anyone with a valid link or QR code (default)
• All logged in users with access
• Managers with access

We advise keeping as much documentation with the first option so that employees can read by scanning your site QR code.

Comment boxes will now highlight new comments. Blue for new comments inc. system information messages. Orange / green to see task comments that others have made when you click on a notification link.

A new file uploader to allow larger files to be added to checklist, training and documents. This will prevent issues where larger files were timing out. Note: support for image files coming soon. For mobile devices we recommend using Camscanner or other document scanning app to convert physical files into PDFs.

Currently for newly taken courses. Opus can generate a certificate if you need it. Find it by clicking on the E-learning name then View.

A task is now generated on the site inbox when an audit is published against your site(s) with a link to the audit report and with any audit actions listed as sub tasks. You can also now subscribe to recieve in-system/email notifications for audits being published against your site(s).