Integration of SafetyCulture Actions and HWIT Issues
Gary Hawton
Last Update 8 maanden geleden
You are able to synchronize Actions created during a SafetyCulture inspection and Issues in the HWIT system. Changes made in one system (mostly) synchronize, but as there are more options and fields available in an Issue not everything will sync. Please review the chart below.
To turn on integrations, you need to set the options in your Preferences screen, in the SafetyCulture Settings section:
Sync Actions to HWIT Issues: if set to Yes, when you enter a new Action during a SafetyCulture inspection, it will automatically create an Issue in HWIT.
Create Action when Issue Created: will create an Action in SafetyCulture when a new Issue is created in HWIT. This feature is currently not available.
Once turned on, any new Actions or modifications to Actions will be automatically processed and updated to the corresponding Issue, and vice versa. Note that currently the only way to initiate the integration is to create the Action in SafetyCulture – creating an Issue in HWIT will not integrate. However, once you create the Action you can make changes to the Issue and they will also update the Action accordingly.
| Performing this to an Action in SafetyCulture: | Will make the following changes to the Issue: |
|---|---|
| Create a new Action | Will create a new Issue, populate the Title, the Assigned To, the Due Date, the Issue Date, and set the Status to “New Issue” |
| Change the Due Date | Will change the Due Date |
| Change the Title | Will change the Issue Description |
| Change the Description | Will change the Issue Notes |
| Change the Assignment | Will change the Assignment |
| Change the Status to Completed | Will change the Status to Completed |
| Change the Status to Can’t Do | Will change the Status to Cancelled |
| Deleting the Action | Will change the Status to Cancelled, but leave the Issue in the system |
| Change the Status back to To Do | Will change the status to New Issue |
| Performing this to an Issue in HWIT (which originated from an Action in SafetyCulture): | Will make the following change to the Action in SafetyCulture: |
|---|---|
| Change the Description | Will change the Title |
| Change the Notes | Will change the Description |
| Change the Assignment | Will change the Assignment |
| Change the Status to Completed | Will change the Status to Completed |
| Change the Status to Cancelled | Will delete the Action |
| Change the Status to anything other than Completed or Cancelled | Will change the Status to In Process |
| Deleting the Issue | Will delete the Action |
Important notes:
- If your Issue Notes in HWIT contain any “line breaks”, newlines – where you pressed the Enter key and started another line – those notes will not sync to SafetyCulture.
- The above setup works if you have your SafetyCulture account with HWIT. If you have a private SafetyCulture account please contact HWIT so that it can be set up in your account.